THE ARTHUR AND GAIL PASQUARELLA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ARTHUR AND GAIL PASQUARELLA FAMILY FOUNDATION (EIN 20-8071773)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349100036
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T08:31:10-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231130381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRADLEY RONON STEVENS & YOUNG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VALLEY STREAM PARKWAY | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208071773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARTHUR AND GAIL PASQUARELLA | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 6106405800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CODJWINKOWSKI30 VALLEY STREAM PKY | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR PASQUARELLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106405800 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J WINKOWSKI | PreparerPersonNm |
| PTIN | P01220305 | PTIN |
| Phone | 6106405800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $8,343,022 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $116,940 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116,940 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $973,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,180 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,364,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $364,503 | 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 |
| Legal Fees Rev And Expnss | $7,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,375 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $51,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,491 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,456 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $279,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,085,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,343,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,273,210 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,273,210 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,621,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,776,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,069,812 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,965,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,050,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,343,022 | 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 | $5,965,138 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,050,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,965,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,050,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,965,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,050,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,965,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,085,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,050,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,050,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (148 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 52 SHARES PHILLIPS 66 | P | 2024-01-02 | $7,006 | $4,086 | $2,920 | $2,920 |
| 8 SHARES CHESAPEAKE ENERGY CORP | P | 2024-01-03 | $617 | $606 | $11 | $11 |
| 51 SHARES PHILLIPS 66 | P | 2024-01-03 | $6,870 | $4,007 | $2,863 | $2,863 |
| 10 SHARES CHESAPEAKE ENERGY CORP | P | 2024-01-08 | $777 | $758 | $19 | $19 |
| 10 SHARES CHESAPEAKE ENERGY CORP | P | 2024-01-11 | $800 | $841 | -$41 | -$41 |
| 4 SHARES UNITEDHEALTH GROUP INC | P | 2024-01-16 | $2,078 | $1,407 | $671 | $671 |
| 33 SHARES CHESAPEAKE ENERGY CORP | P | 2024-01-16 | $2,601 | $3,185 | -$584 | -$584 |
| 3 SHARES UNITEDHEALTH GROUP INC | P | 2024-01-18 | $1,531 | $1,056 | $475 | $475 |
| 37 SHARES INTERNATIONAL BUSINESS MACHINES CORP | P | 2024-01-18 | $6,169 | $4,653 | $1,516 | $1,516 |
| 28 SHARES JPMORGAN CHASE & CO | P | 2024-01-18 | $4,667 | $3,448 | $1,219 | $1,219 |
| 161 SHARES SYSCO CORP | P | 2024-01-25 | $12,100 | $13,618 | -$1,518 | -$1,518 |
| 31 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-01-26 | $3,094 | $1,638 | $1,456 | $1,456 |
| 164 SHARES SYSCO CORP | P | 2024-01-26 | $12,309 | $13,872 | -$1,563 | -$1,563 |
| 18 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-01-29 | $1,809 | $951 | $858 | $858 |
| 12 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-01-30 | $1,214 | $634 | $580 | $580 |
| 14 SHARES APPLE INC | P | 2024-01-30 | $2,635 | $1,507 | $1,128 | $1,128 |
| 9 SHARES EDISON INTERNATIONAL | P | 2024-01-30 | $607 | $576 | $31 | $31 |
| 16 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-01-31 | $1,624 | $845 | $779 | $779 |
| 23 SHARES EDISON INTERNATIONAL | P | 2024-01-31 | $1,559 | $1,471 | $88 | $88 |
| 10 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-02-01 | $995 | $528 | $467 | $467 |
| 17 SHARES EDISON INTERNATIONAL | P | 2024-02-01 | $1,142 | $1,088 | $54 | $54 |
| 19 SHARES EDISON INTERNATIONAL | P | 2024-02-05 | $1,249 | $1,216 | $33 | $33 |
| 139 SHARES CISCO SYSTEMS INC | P | 2024-02-05 | $6,871 | $7,198 | -$327 | -$327 |
| 69 SHARES CISCO SYSTEMS INC | P | 2024-02-06 | $3,474 | $3,573 | -$99 | -$99 |
| 15 SHARES EDISON INTERNATIONAL | P | 2024-02-07 | $982 | $960 | $22 | $22 |
| 54 SHARES CISCO SYSTEMS INC | P | 2024-02-08 | $2,687 | $2,796 | -$109 | -$109 |
| 21 SHARES EDISON INTERNATIONAL | P | 2024-02-08 | $1,340 | $1,344 | -$4 | -$4 |
| 55 SHARES CISCO SYSTEMS INC | P | 2024-02-09 | $2,742 | $2,369 | $373 | $373 |
| 15 SHARES SAP AG | P | 2024-02-13 | $2,617 | $1,320 | $1,297 | $1,297 |
| 24 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-02-16 | $2,725 | $1,268 | $1,457 | $1,457 |
| 253 SHARES PFIZER INC | P | 2024-02-16 | $7,013 | $9,629 | -$2,616 | -$2,616 |
| 49 SHARES ADOBE INC | P | 2024-02-20 | $26,235 | $19,816 | $6,419 | $6,419 |
| 5 SHARES LINDE PLC | P | 2024-02-27 | $2,216 | $1,204 | $1,012 | $1,012 |
| 41 SHARES SERVICENOW INC | P | 2024-02-27 | $31,424 | $18,103 | $13,321 | $13,321 |
| 202 SHARES PFIZER INC | P | 2024-02-27 | $5,453 | $7,688 | -$2,235 | -$2,235 |
| 807 SHARES PAYPAL HOLDINGS INC | P | 2024-03-01 | $49,142 | $73,324 | -$24,182 | -$24,182 |
| 3 SHARES JOHNSON & JOHNSON | P | 2024-03-04 | $476 | $474 | $2 | $2 |
| 31 SHARES MASTERCARD INC | P | 2024-03-04 | $14,487 | $9,337 | $5,150 | $5,150 |
| 23 SHARES JOHNSON & JOHNSON | P | 2024-03-05 | $3,673 | $3,633 | $40 | $40 |
| 8 SHARES SAP AG | P | 2024-03-11 | $1,519 | $704 | $815 | $815 |
| 76 SHARES GENERAL MOTORS COMPANY | P | 2024-03-12 | $2,977 | $2,943 | $34 | $34 |
| 11 SHARES HOME DEPOT INC | P | 2024-03-15 | $4,103 | $3,273 | $830 | $830 |
| 42 SHARES PPG INDUSTRIES INC | P | 2024-03-15 | $5,817 | $5,767 | $50 | $50 |
| 17 SHARES VULCAN MATERIALS CO | P | 2024-03-15 | $4,539 | $2,614 | $1,925 | $1,925 |
| 53 SHARES MONDELEZ INTERNATIONAL INC | P | 2024-03-28 | $3,708 | $3,027 | $681 | $681 |
| 26 SHARES RTX CORPORATION | P | 2024-04-08 | $2,650 | $1,993 | $657 | $657 |
| 159 SHARES AMAZON.COM INC | P | 2024-04-09 | $29,454 | $26,660 | $2,794 | $2,794 |
| 24 SHARES WALT DISNEY CO | P | 2024-04-09 | $2,830 | $3,850 | -$1,020 | -$1,020 |
| 45 SHARES MONDELEZ INTERNATIONAL INC | P | 2024-04-15 | $2,958 | $2,570 | $388 | $388 |
| 7 SHARES MICROSOFT CORP | P | 2024-04-15 | $2,954 | $1,536 | $1,418 | $1,418 |
| 17 MICROSOFT CORP | P | 2024-04-19 | $6,773 | $3,730 | $3,043 | $3,043 |
| 1 SHARE BROADCOM INC | P | 2024-04-22 | $1,210 | $400 | $810 | $810 |
| 9 SHARES PUBLIC STORAGE | P | 2024-04-22 | $2,326 | $2,464 | -$138 | -$138 |
| 60 SHARES CROWN CASTLE INTERNATIONAL | P | 2024-04-25 | $5,626 | $10,062 | -$4,436 | -$4,436 |
| 111 SHARES CROWN CASTLE INTERNATIONAL | P | 2024-04-26 | $10,451 | $18,615 | -$8,164 | -$8,164 |
| 16 SHARES MICROSOFT CORP | P | 2024-04-29 | $6,420 | $3,510 | $2,910 | $2,910 |
| 7 SHARES MICROSOFT CORP | P | 2024-05-01 | $2,754 | $1,536 | $1,218 | $1,218 |
| 62 SHARES NETFLIX INC | P | 2024-05-14 | $37,771 | $25,142 | $12,629 | $12,629 |
| 56 SHARES VERALTO CORPORATION | P | 2024-05-17 | $5,514 | $11,841 | -$6,327 | -$6,327 |
| 58 SHARES MONDELEZ INTERNATIONAL INC | P | 2024-05-22 | $4,059 | $3,313 | $746 | $746 |
| 50 SHARES MONDELEZ INTERNATIONAL INC | P | 2024-05-31 | $3,392 | $2,856 | $536 | $536 |
| 46 SHARES ALIGN TECHNOLOGY INC | P | 2024-06-06 | $11,807 | $19,372 | -$7,565 | -$7,565 |
| 30 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-06-12 | $3,569 | $1,585 | $1,984 | $1,984 |
| 48 SHARES GENERAL MOTORS COMPANY | P | 2024-06-12 | $2,338 | $1,850 | $488 | $488 |
| 179 SHARES AUTODESK INC | P | 2024-06-12 | $39,826 | $41,307 | -$1,481 | -$1,481 |
| 142 SHARES SALESFORCE INC | P | 2024-07-05 | $37,425 | $28,621 | $8,804 | $8,804 |
| 87 SHARES AMAZON.COM INC | P | 2024-07-08 | $17,243 | $14,587 | $2,656 | $2,656 |
| 350 SHARES NIKE INC | P | 2024-07-09 | $25,581 | $39,704 | -$14,123 | -$14,123 |
| 83 SHARES BLACKSTONE INC | P | 2024-07-19 | $11,585 | $6,481 | $5,104 | $5,104 |
| 23 SHARES MONDELEZ INTERNATIONAL INC | P | 2024-07-19 | $1,524 | $1,314 | $210 | $210 |
| 8 SHARES MARTIN MARIETTA MATERIALS INC | P | 2024-07-19 | $4,476 | $2,340 | $2,136 | $2,136 |
| 17 SHARES MICROSOFT CORP | P | 2024-07-19 | $7,444 | $3,730 | $3,714 | $3,714 |
| 13 SHARES PPG INDUSTRIES INC | P | 2024-07-19 | $1,656 | $1,785 | -$129 | -$129 |
| 10 SHARES MARTIN MARIETTA MATERIALS INC | P | 2024-07-22 | $5,658 | $2,925 | $2,733 | $2,733 |
| 53 SHARES JPMORGAN CHASE & CO | P | 2024-07-22 | $11,131 | $6,526 | $4,605 | $4,605 |
| 103 SHARES PROCTER & GAMBLE CO | P | 2024-07-22 | $17,345 | $15,418 | $1,927 | $1,927 |
| 21 SHARES BROADCOM INC | P | 2024-07-23 | $3,425 | $841 | $2,584 | $2,584 |
| 9 SHARES META PLATFORMS INC | P | 2024-07-26 | $4,215 | $4,265 | -$50 | -$50 |
| 23 SHARES PPG INDUSTRIES INC | P | 2024-07-26 | $2,927 | $3,158 | -$231 | -$231 |
| 9 SHARES UNITED PARCEL SVC INC | P | 2024-07-26 | $1,163 | $1,378 | -$215 | -$215 |
| 413 SHARES INTEL INC | P | 2024-08-02 | $8,710 | $17,220 | -$8,510 | -$8,510 |
| 43 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-08-08 | $4,411 | $2,272 | $2,139 | $2,139 |
| 131 SHARES SALESFORCE INC | P | 2024-08-20 | $34,385 | $21,389 | $12,996 | $12,996 |
| 82 SHARES KENVUE INC | P | 2024-08-22 | $1,756 | $1,589 | $167 | $167 |
| 43 SHARES NESTLE SA | P | 2024-08-22 | $4,336 | $4,635 | -$299 | -$299 |
| 21 SHARES NESTLE SA | P | 2024-08-23 | $2,204 | $2,264 | -$60 | -$60 |
| 33 SHARES KENVUE INC | P | 2024-08-28 | $714 | $639 | $75 | $75 |
| 14 SHARES NESTLE SA | P | 2024-08-28 | $1,493 | $1,509 | -$16 | -$16 |
| 8 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-09-03 | $896 | $423 | $473 | $473 |
| 81 SHARES MONDELEZ INTERNATIONAL INC | P | 2024-09-03 | $5,841 | $4,627 | $1,214 | $1,214 |
| 15 SHARES NESTLE SA | P | 2024-09-03 | $1,612 | $1,617 | -$5 | -$5 |
| 7 SHARES NESTLE SA | P | 2024-09-04 | $739 | $755 | -$16 | -$16 |
| 155 SHARES ALPHABET INC CLASS C | P | 2024-09-05 | $24,588 | $13,503 | $11,085 | $11,085 |
| 89 SHARES KENVUE INC | P | 2024-09-05 | $2,000 | $1,725 | $275 | $275 |
| 23 SHARES MONDELEZ INTERNATIONAL INC | P | 2024-09-05 | $1,724 | $1,314 | $410 | $410 |
| 61 SHARES MICROSOFT CORP | P | 2024-09-05 | $24,886 | $13,384 | $11,502 | $11,502 |
| 15 SHARES ORACLE CORPORATION | P | 2024-09-12 | $2,396 | $1,002 | $1,394 | $1,394 |
| 6 SHARES ORACLE CORPORATION | P | 2024-09-17 | $1,003 | $401 | $602 | $602 |
| 135 SHARES AUTODESK | P | 2024-09-23 | $36,183 | $24,159 | $12,024 | $12,024 |
| 9 SHARES SAP AG | P | 2024-09-25 | $2,022 | $792 | $1,230 | $1,230 |
| 152 SHARES KENVUE INC | P | 2024-10-07 | $3,329 | $2,945 | $384 | $384 |
| 14 SHARES SAP AG | P | 2024-10-07 | $3,069 | $1,232 | $1,837 | $1,837 |
| 72 SHARES KENVUE INC | P | 2024-10-08 | $1,577 | $1,395 | $182 | $182 |
| 47 SHARES WILLIAMS COMPANIES INC | P | 2024-10-08 | $2,306 | $1,110 | $1,196 | $1,196 |
| 27 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-10-10 | $3,728 | $1,427 | $2,301 | $2,301 |
| 63 SHARES KENVUE INC | P | 2024-10-10 | $1,344 | $1,221 | $123 | $123 |
| 57 SHARES WILLIAMS COMPANIES INC | P | 2024-10-10 | $2,825 | $1,347 | $1,478 | $1,478 |
| 73 SHARES KENVUE INC | P | 2024-10-11 | $1,557 | $1,414 | $143 | $143 |
| 147 SHARES KENVUE INC | P | 2024-10-21 | $3,390 | $2,848 | $542 | $542 |
| 30 SHARES MONDELEZ INTERNATIONAL INC | P | 2024-10-21 | $2,122 | $1,714 | $408 | $408 |
| 15 SHARES AMAZON.COM INC | P | 2024-10-22 | $2,850 | $2,515 | $335 | $335 |
| 9 SHARES ACCENTURE PLC IRELAND | P | 2024-10-22 | $3,346 | $2,636 | $710 | $710 |
| 3 SHARES MASTERCARD INC | P | 2024-10-22 | $1,538 | $904 | $634 | $634 |
| 8 SHARES MICROSOFT CORP | P | 2024-10-22 | $3,421 | $1,755 | $1,666 | $1,666 |
| 7 SHARES NOVO NORDISK A/S ADR | P | 2024-10-22 | $814 | $645 | $169 | $169 |
| 2 SHARES SERVICENOW INC | P | 2024-10-22 | $1,840 | $883 | $957 | $957 |
| 2 SHARES THERMO FISHER SCIENTIFIC INC | P | 2024-10-22 | $1,176 | $1,125 | $51 | $51 |
| 6 SHARES UNITEDHEALTH GROUP INC | P | 2024-10-22 | $3,416 | $2,111 | $1,305 | $1,305 |
| 6 SHARES VISA INC | P | 2024-10-22 | $1,711 | $1,199 | $512 | $512 |
| 5 SHARES WORKDAY INC | P | 2024-10-22 | $1,231 | $1,128 | $103 | $103 |
| 12 SHARES ZOETIS INC | P | 2024-10-22 | $2,257 | $2,033 | $224 | $224 |
| 13 SHARES AIRBNB INC | P | 2024-10-22 | $1,764 | $2,045 | -$281 | -$281 |
| 5 SHARES PAYCOM SOFTWARE INC | P | 2024-10-22 | $833 | $918 | -$85 | -$85 |
| 31 SHARES UNITEDHEALTH GROUP INC | P | 2024-10-23 | $17,510 | $10,907 | $6,603 | $6,603 |
| 22 SHARES EDISON INTERNATIONAL | P | 2024-10-29 | $1,834 | $1,408 | $426 | $426 |
| 14 SHARES GILEAD SCIENCES INC | P | 2024-10-29 | $1,231 | $1,092 | $139 | $139 |
| 6 SHARES HOME DEPOT INC | P | 2024-10-29 | $2,385 | $1,785 | $600 | $600 |
| 3 SHARES HOME DEPOT INC | P | 2024-10-29 | $999 | $821 | $178 | $178 |
| 41 SHARES WILLIAMS COMPANIES INC | P | 2024-10-29 | $2,116 | $969 | $1,147 | $1,147 |
| 44 SHARES WILLIAMS COMPANIES INC | P | 2024-10-31 | $2,311 | $1,039 | $1,272 | $1,272 |
| 42 SHARES WILLIAMS COMPANIES INC | P | 2024-11-04 | $2,173 | $992 | $1,181 | $1,181 |
| 8 SHARES VULCAN MATERIALS CO | P | 2024-11-06 | $2,315 | $1,230 | $1,085 | $1,085 |
| 38 SHARES GILEAD SCIENCES INC | P | 2024-11-07 | $3,691 | $2,964 | $727 | $727 |
| 25 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-11-11 | $4,157 | $1,321 | $2,836 | $2,836 |
| 233 SHARES AMAZON.COM INC | P | 2024-11-14 | $49,205 | $39,067 | $10,138 | $10,138 |
| 19 SHARES SERVICENOW INC | P | 2024-11-18 | $19,176 | $8,389 | $10,787 | $10,787 |
| 27 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-11-20 | $4,372 | $1,427 | $2,945 | $2,945 |
| 37 SHARES UNITED PARCEL SVC INC | P | 2024-11-22 | $4,859 | $5,667 | -$808 | -$808 |
| 26 SHARES GARTNER INC | P | 2024-11-22 | $13,525 | $4,921 | $8,604 | $8,604 |
| 66 SHARES APOLLO GLOBAL MANAGEMENT INC | P | 2024-12-09 | $11,500 | $3,487 | $8,013 | $8,013 |
| 9 SHARES PROCTER & GAMBLE | P | 2024-12-09 | $1,541 | $1,139 | $402 | $402 |
| 11 SHARES UNITED PARCEL SVC INC | P | 2024-12-09 | $1,400 | $1,685 | -$285 | -$285 |
| 38 SHARES UNITED PARCEL SERVICE | P | 2024-12-12 | $4,874 | $5,820 | -$946 | -$946 |
| 26 SHARES AMERICAN INTERNATIONAL GROUP INC | P | 2024-12-16 | $1,883 | $1,744 | $139 | $139 |
| 22 SHARES BROADCOM INC | P | 2024-12-16 | $5,494 | $881 | $4,613 | $4,613 |
| 34 SHARES GENERAL MOTORS COMPANY | P | 2024-12-16 | $1,773 | $1,310 | $463 | $463 |
| 11 SHARES SAP AG | P | 2024-12-16 | $2,782 | $968 | $1,814 | $1,814 |
| P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,180 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,117 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,117 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,950 | TaxDueAmt |
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 | DAVID J WINKOWSKI ESQUIRE | IndividualWithBooksNm |
| Phone | 4843231347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VALLEY STREAM PARKWAY | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ARTHUR P PASQUARELLA | |||||||||
| C/O DAVID J WINKOWSKI ESQ 30 VALLEY | STREAM PKWY | MALVERN | PA | 19355 | PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| AMANDA ROSE PASQUARELLA | |||||||||
| C/O DAVID J WINKOWSKI ESQ 30 VALLEY | STREAM PKWY | MALVERN | PA | 19355 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| JESSICA A PASQUARELLA | |||||||||
| C/O DAVID J WINKOWSKI ESQ 30 VALLEY | STREAM PKWY | MALVERN | PA | 19355 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| GAIL A PASQUARELLA | |||||||||
| C/O DAVID J WINKOWSKI ESQ 30 VALLEY | STREAM PKWY | MALVERN | PA | 19355 | VICE PRESIDENT/TREASURER | 0.50 | $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 | $4,833,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,346,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,179,949 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,179,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,072,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,067 | TotalTaxAmt |
| Distributable Before Adj | $348,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $348,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $348,546 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $279,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $279,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $309,927 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,045,362 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,383 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,437,672 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $279,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $279,462 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $69,084 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $69,084 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,368,588 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $240,843 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,127,745 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,045,362 | ExcessFromYear3Amt |
| Excess From Year2 | $82,383 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR P PASQUARELLA | ContributingManagerNm |
| Contributing Manager | GAIL A PASQUARELLA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| ARC ALLIANCE | ||||||||
| 3075 RIDGE PIKE | EAGLEVILLE | PA | 19403 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $500 | |
| ARCHBISHOP WOOD | ||||||||
| 655 YORK ROAD | WARMINSTER | PA | 18974 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,500 | |
| BETHESEDA PROJECT | ||||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | NA | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $5,182 | |
| BUCKS COUNTY SPCA | ||||||||
| PO BOX 277 | LAHASKA | PA | 18931 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| CITY OF ELDERLY LOVE | ||||||||
| PO BOX 359 | SKIPPACK | PA | 19474 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| COMFORT PUBLIC LIBRARY | ||||||||
| 701 HIGH STREET | COMFORT | TX | 78013 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $250 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| COUNSELORS OF REAL ESTATE | ||||||||
| 140 S DEARBORN ST SUITE 1500A | CHICAGO | IL | 60603 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| DELTA SIGMA PI LEADERSHIP FOUNDATION | ||||||||
| 330 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| ELMWOOD PARK ZOO | ||||||||
| 1661 HARDING BOULEVARD | NORRISTOWN | PA | 19401 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,000 | |
| FOOD CONNECT | ||||||||
| 2407 GRAYS FERRY AVE | PHILADELPHIA | PA | 19146 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,500 | |
| GIFT OF LIFE HOWIE'S HOUSE | ||||||||
| 401 CALLOWHILL STREET | PHILADELPHIA | PA | 19123 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $500 | |
| HOME AT LAST DOG RESCUE | ||||||||
| 100 W MAIN STREET | LANSDALE | PA | 19446 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| JEFFERSON HEALTH - ABINGTON | ||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,500 | |
| KATALUNA HORSE RESCUE | ||||||||
| 3807 324TH AVE SE | FALL CITY | WA | 98024 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,000 | |
| LANCASTER COUNTY COMMUNITY FOUNDATION (NOBLE HILL RESCUE | ||||||||
| 24 W KING STREET STE 201 | LANCASTER | PA | 17603 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,050 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,000 | |
| MAIN STREET MISSIONS CO NEWTOWN GIVES BACK | ||||||||
| 2325 HERITAGE CENTER DRIVE NO SUITE | FURLONG | PA | 18925 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,700 | 113 |
| MICHAEL FITZPATRICK FOUNDATION | ||||||||
| 680 MIDDLETOWN BLVD | LANGHORNE | PA | 19047 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| MIDWAY VOLUNTEER FIRE DEPARTMENT | ||||||||
| 5770 US-202 | LAHASKA | PA | 18931 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $250 | |
| MOUNT SAINT JOSEPH ACADEMY | ||||||||
| 120 WEST WISSAHICKON AVENUE | FLOURTOWN | PA | 19031 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $50,000 | |
| NAPLES ZOO | ||||||||
| 1590 GOODLETTE RD | NAPLES | FL | 34102 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,500 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $105,458 | |
| NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $250 | |
| PENNSYLVANIA SPCA | ||||||||
| 350 EAST ERIE AVENUE | PHILADELPHIA | PA | 19134 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| PHILADELPHIA BOYS & GIRLS CHOIRS | ||||||||
| 1336 SPRING GARDEN STREET | PHILADELPHIA | PA | 19123 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| PKD FOUNDATION | ||||||||
| PO BOX 871847 | KANSAS CITY | MO | 64187 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $250 | |
| POLICE ATHLETIC LEAGUE OF PHILADELPHIA | ||||||||
| 3068 BELGRADE STREET | PHILADELPHIA | PA | 19134 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| ROMAN CATHOLIC HIGH SCHOOL | ||||||||
| 301 N BROAD STREET | PHILADELPHIA | PA | 19107 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| SALVATION ARMY | ||||||||
| 614 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| SALVATION ARMY OF FLORIDA | ||||||||
| 5631 VAN DYKE ROAD | LUTZ | FL | 33558 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| SHRINERS HOSPITAL OF PHILADELPHIA | ||||||||
| ATTN SHRINERS CHILDRENS PO BOX | ATLANTA | GA | 30394 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,500 | 947765 |
| ST CHARLES BORROMEO SEMINARY | ||||||||
| 1400 EVANS ROAD | AMBLER | PA | 19002 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $2,500 | |
| ST MATTHEW'S HOUSE | ||||||||
| 2601 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| STREET TAILS ANIMAL RESCUE | ||||||||
| 1030 N 2ND STREET STE 401 | PHILADELPHIA | PA | 19123 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| TABBY'S PLACE | ||||||||
| 1100 US-202 | RINGOS | NJ | 08551 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,500 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $250 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| USO | ||||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| VFW | ||||||||
| PO BOX 8958 | TOPEKA | KS | 666088958 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $1,000 | |
| VISITATION BVM SCHOOL | ||||||||
| 190 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,140 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,940 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,338 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $45 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,180 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $45 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $364,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $364,503 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR & GAIL PASQUARELLA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DJWINKOWSKI 30 VALLEY STREAM PK | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (136 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $60,035 | $60,175 |
| ABBVIE CORP | $11,872 | $21,324 |
| ACCENTURE PLC | $44,110 | $53,472 |
| ADOBE SYSTEMS | $91,921 | $98,274 |
| AIR PRODUCTS & CHEMICALS | $16,585 | $20,303 |
| AIRBNB INC | $56,030 | $49,279 |
| ALCON INC | $24,110 | $29,032 |
| ALPHABET INC CLASS A | $29,613 | $32,946 |
| ALPHABET INC CLASS C | $50,294 | $101,276 |
| AMAZON.COM INC | $91,834 | $193,721 |
| AMERICAN INTERNATIONAL GROUP INC | $39,315 | $42,661 |
| AMERICAN TOWER REIT | $26,478 | $24,027 |
| AMERICAN WTR WKS CO INC | $27,596 | $26,516 |
| AMERIPRISE FINL INC | $25,130 | $58,035 |
| AMGEN INC | $29,511 | $31,537 |
| AMGEN INC. | $5,899 | $10,426 |
| ANALOG DEVICES INC | $2,184 | $6,374 |
| ANSYS INC | $27,215 | $38,118 |
| APOLLO GLOBAL MANAGEMENT INC | $12,018 | $37,822 |
| APPLE INC | $84,308 | $112,188 |
| ASTRAZENECA | $20,971 | $20,377 |
| AT&T INC | $32,034 | $29,988 |
| ATMOS ENERGY CORP | $28,801 | $36,489 |
| AUTOMATIC DATA PROCESSING INC | $5,055 | $14,637 |
| AVALONBAY COMMUNITIES INC | $22,380 | $29,036 |
| BANK OF AMERICA CORP | $4,496 | $8,790 |
| BECTON DICKINSON & CO | $50,501 | $48,550 |
| BLACKSTONE GROUP INC | $17,733 | $33,277 |
| BROADCOM INC | $14,603 | $58,424 |
| CAPITAL ONE FINANCIAL CORP | $48,794 | $83,810 |
| CHEVRON CORP | $19,269 | $22,740 |
| CISCO SYS INC | $23,557 | $30,370 |
| COCA COLA INC | $53,263 | $59,832 |
| COCA COLA INC | $12,866 | $15,503 |
| COCA COLA INC | $2,084 | $3,113 |
| COMCAST CORP | $50,461 | $40,157 |
| COMMERCE BANCSHARES INC | $18,140 | $17,509 |
| CONOCOPHILLIPS | $3,119 | $5,950 |
| CONSTELLATION BRANDS INC | $21,524 | $21,879 |
| CORTEVA INC | $39,319 | $43,688 |
| COSTAR GROUP INC | $23,095 | $22,551 |
| COTERRA ENERGY INC | $29,861 | $30,469 |
| CULLEN FROST BANKERS INC | $21,241 | $24,568 |
| DANAHER CORP | $23,332 | $31,219 |
| DIAGEO PLC | $30,260 | $23,773 |
| DTE ENERGY COMPANY | $13,472 | $15,456 |
| ECOLAB INC | $26,174 | $34,211 |
| EDISON INTERNATIONAL | $12,487 | $15,170 |
| ELI LILLY & CO | $43,830 | $49,408 |
| ENBRIDGE INC | $43,257 | $48,795 |
| EQT CORPORATION | $13,514 | $18,213 |
| EQUITY LIFESTYLES PROPERTIES INC | $23,665 | $22,910 |
| EXXON MOBIL CORP | $6,329 | $7,530 |
| EXXON MOBIL CORP | $41,185 | $47,976 |
| FREEPORT MCMORAN INC | $12,744 | $15,422 |
| GARTNER INC | $9,153 | $22,286 |
| GENERAL MOTORS COMPANY | $6,718 | $10,015 |
| GENL DYNAMICS CORP | $17,629 | $27,930 |
| GILEAD SCIENCES INC | $11,075 | $13,117 |
| HALEON PLC AMERICAN DEPOSITORY SHARES | $24,084 | $25,367 |
| HOME DEPOT INC | $17,849 | $23,339 |
| HOME DEPOT INC | $10,429 | $29,952 |
| HONEYWELL INTL INC | $23,664 | $31,399 |
| IBM CORP | $15,191 | $23,961 |
| JOHNSON & JOHNSON | $6,961 | $8,677 |
| JOHNSON & JOHNSON | $21,443 | $19,090 |
| JP MORGAN CHASE & CO | $9,463 | $18,937 |
| JP MORGAN CHASE & CO | $28,396 | $52,496 |
| LENNAR CORP | $23,304 | $42,138 |
| LINDE PLC | $21,226 | $36,006 |
| LOWES COMPANIES | $24,849 | $29,369 |
| MARTIN MARIETTA MATERIALS INC | $21,353 | $37,705 |
| MASTERCARD INC | $45,931 | $79,512 |
| MEDTRONIC | $3,655 | $3,994 |
| MEDTRONIC PLC | $19,481 | $19,491 |
| MEDTRONIC PLC | $22,908 | $20,449 |
| MERCK & CO INC | $48,779 | $54,117 |
| META PLATFORMS INC | $16,123 | $20,493 |
| METLIFE INC | $24,006 | $32,097 |
| MICHELIN COMPAGNIE GENERALE | $18,320 | $23,494 |
| MICROCHIP TECHNOLOGY INC | $25,884 | $26,840 |
| MICROSOFT CORP | $148,374 | $233,933 |
| MICROSOFT CORP | $7,634 | $50,580 |
| MITSUBISHI UFJ FINANCIAL GROUP INC | $14,699 | $29,300 |
| MONDELEZ INTL INC | $16,639 | $14,933 |
| MSCI INC | $49,246 | $55,801 |
| NESTLE | $56,323 | $45,196 |
| NETFLIX INC | $19,840 | $74,871 |
| NORTHROP GRUMMAN | $21,473 | $27,219 |
| NOVO NORDISK A/S ADR | $24,699 | $23,053 |
| ORACLE CORP | $93,813 | $119,148 |
| OSHKOSH CORPORATION | $15,992 | $19,014 |
| PARKER HANNIFIN CORP | $27,359 | $71,871 |
| PAYCOM SOFTWARE INC | $24,797 | $27,671 |
| PFIZER INC | $18,805 | $18,491 |
| PFIZER INC | $2,116 | $1,804 |
| PHILIP MORRIS INTL INC | $26,645 | $37,188 |
| PHILLIPS 66 | $2,615 | $3,418 |
| PNC FINANCIAL SERVICES GROUP | $42,758 | $50,912 |
| PPG INDUSTRIES INC | $16,066 | $13,976 |
| PROCTER & GAMBLE | $43,525 | $54,151 |
| PUBLIC STORAGE | $13,689 | $14,972 |
| QUALCOMM INC | $28,473 | $35,793 |
| RPM INC | $22,916 | $35,195 |
| RTX CORPORATION | $18,854 | $28,467 |
| SAP AG | $8,964 | $23,636 |
| SEMPRA ENERGY | $42,249 | $53,772 |
| SERVICENOW INC | $32,599 | $79,509 |
| SHELL | $19,294 | $23,181 |
| SHOPIFY INC | $50,312 | $77,940 |
| SONY GROUP CORPORATION | $27,287 | $36,078 |
| SYSCO CORP | $9,058 | $12,234 |
| T MOBILE | $28,254 | $42,601 |
| TELEDYNE TECHNOLOGIES INC | $27,405 | $28,776 |
| TEXAS INSTRUMENTS | $13,806 | $15,001 |
| THERMO FISHER SCIENTIFIC INC | $66,353 | $61,387 |
| TOTALENERGIES SE | $28,985 | $24,144 |
| TRAVELERS COMPANIES INC | $24,001 | $40,470 |
| UNILEVER PLC | $19,602 | $18,995 |
| UNION PACIFIC CORP | $28,430 | $31,926 |
| UNITED PARCEL SERVICE INC | $28,225 | $20,807 |
| UNITEDHEALTH GROUP INC | $35,185 | $50,586 |
| US BANCORP | $23,447 | $35,920 |
| US BANCORP DEL | $19,981 | $23,006 |
| VERIZON COMMUNICATIONS | $32,288 | $29,113 |
| VIATRIS | $111 | $100 |
| VISA INC | $86,200 | $129,260 |
| VULCAN MATERIALS CO | $21,664 | $34,726 |
| WALT DISNEY CO | $12,113 | $13,473 |
| WASTE MANAGEMENT INC | $13,756 | $23,004 |
| WELLS FARGO & CO | $17,264 | $28,236 |
| WILLIAMS CO INC | $22,572 | $48,924 |
| WORKDAY INC | $40,161 | $45,929 |
| XCEL ENERGY INC | $30,664 | $30,924 |
| XYLEM INC | $20,756 | $31,093 |
| ZOETIS INC | $61,285 | $56,537 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STRADLEY, RONON, STEVENS & YOUNG, LLP | CategoryTxt |
| Legal Fees | $7,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,375 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $51,376 | $0 | $51,376 |
| MISCELLEANEOUS INVESTMENT FEES | $115 | $0 | $115 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,456 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,456 | DisbursementsCharitablePrpsAmt |