SEIBERT FAM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SEIBERT FAM FOUNDATION (EIN 25-6865978)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-20
- IRS object ID
- 202642019349100224
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-20T14:00:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGLIM ANGELINI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BLVD | AddressLine1Txt |
| City | WATCHUNG | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256865978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIBERT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEIB | BusinessNameControlTxt |
| Phone | 6105810442 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1113 WOODMONT ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY SEIBERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6105810442 | PhoneNum |
| Signature | 2026-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA MILO | PreparerPersonNm |
| PTIN | P00087527 | PTIN |
| Phone | 9085611600 | PhoneNum |
| Preparation | 2026-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,919,786 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $435,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,433 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,740 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,075 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,991 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,073 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,740 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,073 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,946 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,170 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $883,454 | CorporateStockBOYAmt |
| Corporate Stock EOY | $952,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,916,447 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $182 | OtherAssetsBOYAmt |
| Other Assets EOY | $169 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $169 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $890,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $955,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,919,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $890,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | $955,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $890,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $955,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $890,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $955,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $890,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $956,625 | SubtotalAmt |
| Other Decreases | $1,195 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $955,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $435,468 | GrossSalesPriceAmt |
| Cost Or Other Basis | $237,035 | CostOrOtherBasisAmt |
| Gain Or Loss | $198,433 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $198,433 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,433 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,083 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,583 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $804 | OverpaymentAmt |
| Applied To ES Tax | $804 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSS ANGLIM ANGELINI CO LLP | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BLVD | AddressLine1Txt |
| City | WATCHUNG | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H EDWARD SEIBERT | ||||||||
| 1113 WOODMONT ROAD | GLADWYNE | PA | 19035 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JODY SEIBERT | ||||||||
| 1113 WOODMONT ROAD | GLADWYNE | PA | 19035 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,723,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,731,051 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,731,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,690,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,779 | TotalTaxAmt |
| Distributable Before Adj | $131,725 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $131,725 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $131,725 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,240 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,240 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,672 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,672 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $157 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JODY SEIBERT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGNES IRWIN SCHOOL | ||||||||
| 275 S ITHAN AVENUE | ROSEMONT | PA | 19010 | NONE | PC | TO PROVIDE GENERAL SUPPORT FOR GIRLS' SCHOOL IN SOUTHEASTERN PENNSYLVANIA | $78,000 | |
| ALEX'S LEMONADE STAND FOUNDATION | ||||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | NONE | PC | TO SUPPORT CHILDHOOD CANCER RESEARCH PROJECTS | $2,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | PC | TO SUPPORT THE PREVENTION OF GUN VIOLENCE | $1,000 | |
| DUKE UNIVERSITY | ||||||||
| OFFICE OF UNIVERSITY DEVELOPMENT | DURHAM | NC | 277080581 | NONE | PC | TO SUPPORT THE TRINITY COLLEGE ANNUAL FUND | $2,500 | BOX 90581 |
| DUKE UNIVERSITY | ||||||||
| OFFICE OF UNIVERSITY DEVELOPMENT | DURHAM | NC | 277080581 | NONE | PC | TO PROVIDE SUPPORT FOR THE PRATT SCHOOL OF ENGINEERING ANNUAL FUND | $8,500 | BOX 90581 |
| GLADWYNE FIRE COMPANY | ||||||||
| 1044 BLACK ROCK RD PO BOX 11 | GLADWYNE | PA | 19035 | NONE | PC | TO PROVIDE GENERAL SUPPORT FOR THE VOLUNTEER FIRE COMPANY | $1,000 | |
| RAMAPO FOR CHILDREN | ||||||||
| PO BOX 266 | RHINEBECK | NY | 125720266 | NONE | PC | TO SUPPORT YOUTH PROGRAMS AND TRAINING FOR ADULTS TO ASSIST CHILDREN WITH LEARNING DIFFICULTIES | $2,000 | |
| RIVERBEND ENVIRONMENTAL EDUCATION CENTER | ||||||||
| 1950 SPRING MILL ROAD | GLADWYNE | PA | 19035 | NONE | PC | TO PROVIDE GENERAL SUPPORT FOR EDUCATIONAL NATURE PRESERVE IN SOUTHEASTERN PENNSYLVANIA | $3,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 100 N 20TH STREET SUITE 405 | PHILADELPHIA | PA | 19103 | NONE | PC | TO PROVIDE SUPPORT FOR RESEARCH TO CURE BLOOD CANCERS | $2,000 | |
| THE WETHERILL SCHOOL | ||||||||
| 1321 BEAUMONT DRIVE | GLADWYNE | PA | 19035 | NONE | PC | GENERAL SUPPORT FOR EARLY CHILDHOOD EDUCATION | $1,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | NONE | PC | TO PROVIDE SUPPORT FOR THE ARTHUR & VERONICA GOLDBERG ENDOWED SCHOLARSHIP | $11,500 | |
| VILLANOVA UNIVERSITY CHARLES WIGDER SCHOOL OF LAW | ||||||||
| 299 NORTH SPRING MILL ROAD | VILLANOVA | PA | 19085 | NONE | PC | TO PROVIDE SUPPORT FOR THE ARTHUR & VERONICA GOLDBERG ENDOWED SCHOLARSHIP FUND | $15,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE MISSION OF CONSERVATION OF NATURAL RESOURCES FOR THE BENEFIT OF PEOPLE AND WILDLIFE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,588 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,588 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,740 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,740 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBUS SE | $24,365 | $31,857 |
| ALPHABET INC CAP STK CL C | $38,410 | $257,002 |
| AMAZON.COM INC | $89,689 | $183,964 |
| ANALOG DEVICES INC | $26,575 | $84,072 |
| AON PLC SHS CL A | $32,251 | $89,984 |
| APOLLO GLOBAL MGMT INC | $34,603 | $93,515 |
| APPLE INC | $19,747 | $118,803 |
| BERKSHIRE HATHAWAY INC | $12,205 | $30,662 |
| BLACKSTONE INC | $25,437 | $108,360 |
| CROWDSTRIKE HOLDINGS INC CL A | $14,785 | $23,438 |
| DH HORTON INC | $10,642 | $58,188 |
| ELI LILLY & CO | $47,288 | $210,637 |
| GE AEROSPACE COM NEW | $50,805 | $97,337 |
| HOME DEPOT INC | $27,998 | $33,722 |
| JP MORGAN CHASE & CO | $15,184 | $105,366 |
| LENNAR CORP | $20,340 | $41,120 |
| MICROSOFT CORP | $18,392 | $294,525 |
| MOTOROLA SOLUTIONS INC | $24,233 | $77,814 |
| NEXTERA ENERGY INC | $24,254 | $33,477 |
| NVIDIA CORPORATION | $25,734 | $312,574 |
| ORACLE CORP | $36,985 | $126,497 |
| RTX CORPORATION | $23,226 | $64,190 |
| T-MOBILE US INC | $16,967 | $52,993 |
| THERMO FISHER SCIENTIFIC INC | $32,174 | $53,309 |
| UBER TECHNOLOGIES INC | $28,474 | $45,512 |
| UNION PAC CORP | $17,425 | $23,594 |
| CONSTELLATION ENERGY CORP | $28,615 | $28,615 |
| GE VERNOVA INC | $45,832 | $82,350 |
| META PLATFORMS INC CLASS A | $75,440 | $79,871 |
| QUANTA SERVICES | $33,025 | $45,582 |
| UNITED RENTALS INC | $30,991 | $27,517 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $182 | BOYBookValueAmt |
| EOY Book Value | $169 | EOYBookValueAmt |
| EOYFMV | $169 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT - PRIOR YEAR | Desc |
| Amt | $1,195 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $26,991 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,991 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,000 | $0 | $0 |
| FOREIGN TAXES | $75 | $75 | $0 |