2026-05-14T08:56:44-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990PF 2024-07-01 471810540 THE LENFEST SCHOLARS FOUNDATION INC LENF 3026893058 85 OLD EAGLE SCHOOL ROAD STE 103 WAYNE PA 19087 MARTHA DENNEY EXECUTIVE DIRECTOR 3026893058 2026-05-13 1 1 KERRI N BOGDA P00760402 7177404863 2026-05-13 2024 2025-03-06 01:10:19Z X 64991491 X X 1217593 1217593 850415 3769250 957573 49091 188959 2117099 2364125 259269 12963 246306 517741 25887 504168 63443 3172 62379 274 0 274 102211 0 99871 129913 83634 47029 138697 3372 64072 13576 0 78673 0 78563 49148 0 49863 637457 106829 560480 1990402 235857 1713005 1665405 1591360 3655807 235857 3304365 -1538708 2128268 12884 161715 161715 1166734 1346177 1346177 203408 40200 14101 14101 1868851 1303797 1303797 14798197 15650208 15650208 150342 78226 82768 72116 72116 42995791 46068865 46068865 423522 374512 374512 61592355 64991491 64991491 223863 307009 4397525 4155924 610866 610670 5232254 5073603 X 0 0 0 0 56360101 59917888 56360101 59917888 61592355 64991491 56360101 -1538708 5096495 59917888 0 59917888 PURCHASED SECURITIES 2023-01-01 2025-06-30 3679170 2882224 796946 796946 PARTNERSHIP INVESTMENT S/T GAINS 2023-01-01 2025-06-30 108 108 108 PARTNERSHIP INVESTMENT L/T GAIN 2023-01-01 2025-06-30 88669 52306 36363 36363 PARTNERSHIP INVESTMENT 1231 GAINS 2023-01-01 2025-06-30 1303 1128 175 175 PFIC CAPITAL GAINS P 2023-01-01 2025-06-30 123981 123981 123981 957573 29583 0 29583 0 29583 33764 0 12000 0 45764 458 15723 15723 0 0 0 0 0 0 0 0 0 1 1 0 1 1 PA 1 0 0 0 0 1 LENFESTFOUNDATION.ORG THE FOUNDATION 3026893058 85 OLD EAGLE SCHOOL ROAD STE 103 WAYNE PA 19087 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MARTHA DENNEY 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 EXECUTIVE DIRECTOR 40.00 259269 0 0 MARGUERITE LENFEST 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 PRESIDENT AND DIRECTOR 1.00 0 0 0 MOZELLE W THOMPSON 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 BOARD CHAIR AND DIRECTOR 1.00 0 0 0 DIANE L MYER 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 TREASURER 2.00 0 0 0 LARRY THI 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 SECRETARY & DIRECTOR OF OPERATIONS 40.00 100423 0 0 BOB FREUND 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 DIRECTOR 1.00 0 0 0 ASHLEY GREEN GAUTAM 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 DIRECTOR 1.00 0 0 0 JOSEPH F HUBER 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 DIRECTOR 1.00 0 0 0 ROGER LEHECKA 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 DIRECTOR 2.00 0 0 0 LAURA PERNA 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 DIRECTOR 1.00 0 0 0 JACQUES STEINBERG 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 VICE CHAIR AND DIRECTOR 1.00 0 0 0 ANDY DESSEL 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 DIRECTOR (UNTIL 06/30/25) 1.00 0 0 0 KIM JACKSON 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 DIR. OF ADVISING & S 40.00 109808 0 0 EMILY ENTERS-DAKE 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 SCHOLAR ADVISOR 40.00 80435 0 0 LAYSHAN GILLIARD 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 DIRECTOR OF ENGAGEME 40.00 79808 0 0 JORDAN SNAVELY 85 OLD EAGLE SCHOOL RD STE 103 WAYNE PA 19087 SCHOLAR ADVISOR 40.00 77808 0 0 0 VERITABLE LP 6022 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 INVESTMENT MANAGEMENT 82700 YOUR PART-TIME CONTROLLER 1500 WALNUT ST SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING 55810 0 0 68008042 1045485 460729 69514256 0 0 69514256 1042714 68471542 3423577 3423577 29583 29583 3393994 0 3393994 0 3393994 3304365 0 3304365 3393994 242503 0 25284891 14787270 13379453 3472372 10254 56934240 3304365 242503 0 0 3061862 0 332132 332132 56602108 0 0 0 0 0 0 24952759 31649349 14787270 13379453 3472372 10254 LENFEST SCHOLARSHIP FOUNDATION APPL 85 OLD EAGLE SCHOOL ROAD STE 103 WAYNE PA 19087 2674156527 INFO@LENFESTSCHOLARS.ORG APPLICATIONS SHOULD BE SUBMITTED ON A "LENFEST SCHOLARSHIP APPLICATION" FORM WHICH IS AVAILABLE ONLINE AT: HTTP://WWW.LENFESTSCHOLARS.ORG/APPLY COMPLETE APPLICATIONS MUST BE RECEIVED BY DECEMBER 31 OF THE STUDENT'S JUNIOR YEAR IN HIGH SCHOOL. ONLY STUDENTS WHO ATTEND CERTAIN SELECTED PUBLIC HIGH SCHOOLS IN CERTAIN RURAL SCHOOL DISTRICTS IN CENTRAL AND SOUTHEASTERN PENNSYLVANIA ARE ELIGIBLE. A LIST OF TWENTY-THREE ELIGIBLE HIGH SCHOOLS IS SHOWN IN THE APPLICATION MATERIALS. THE LENFEST COLLEGE SCHOLARSHIP PROGRAM WILL PROVIDE EACH SCHOLAR UP TO $12,000 PER YEAR FOR FOUR YEARS TOWARD THE COST OF ATTENDANCE AT AN ACCREDITED U.S. PRIVATE OR PUBLIC COLLEGE OR UNIVERSITY. SCHEDULE OF FINALIST GRANTS - INFOR 85 OLD EAGLE SCHOOL ROAD STE 103 WAYNE PA 19087 NONE I LENFEST SCHOLARSHIP PROGRAM 131000 SCHEDULE OF SCHOLARSHIP RECIPIENTS 85 OLD EAGLE SCHOOL ROAD STE 103 WAYNE PA 19087 NONE I LENFEST SCHOLARSHIP PROGRAM 1276295 SCHEDULE OF SPECIAL EDUCATION EXPEN 85 OLD EAGLE SCHOOL ROAD STE 103 WAYNE PA 19087 NONE I LENFEST SCHOLARSHIP PROGRAM 104065 EDWARD JONES INVESTMENTS 341 NORTH QUEEN ST LANCASTER PA 17603 NONE PC DAF CONTRIBUTIONS 10000 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 452770053 NONE PC DAF CONTRIBUTIONS 30000 RAYMOND JAMES CHARITABLE FOUNDATION PO BOX 23959 ST PETERSBURG FL 33742 NONE PC DAF CONTRIBUTIONS 10000 SCHWAB CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 NONE PC DAF CONTRIBUTIONS 10000 VANGUARD CHARITABLE FUND 2670 WARWICK AVENUE WARWICK RI 028899509 NONE PC DAF CONTRIBUTIONS 20000 1591360 CURRENT YEAR SCHOLARSHIPS APPROVED 85 OLD EAGLE SCHOOL ROAD STE 103 WAYNE PA 19087 NONE I LENFEST SCHOLARSHIP PROGRAM 1392644 1392644 14 1217593 525990 5408 18 43683 525990 17039 18 833376 22447 2094652 0 2117099 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 102211 0 99871 EXPLANATION FOR EXCESS DISTRIBUTIONS FORM 990PF, PART XII, LINES 3A-3E: THE LENFEST SCHOLARS FOUNDATION HAS RECEIVED THE FINAL ASSETS OF THE LENFEST FOUNDATION, A PRIVATE NON-OPERATING FOUNDATION THAT WAS DISSOLVED IN 2023. AS LENFEST FOUNDATION AND LENFEST SCHOLARS FOUNDATION ARE EFFECTIVELY CONTROLLED BY THE SAME INDIVIDUALS, THE LENFEST SCHOLARS FOUNDATION HAS ASSUMED THE LENFEST FOUNDATION'S TAX ATTRIBUTES, SUCH AS THE EXCESS DISTRIBUTIONS TAX OF SECTION 4942. SECTION 1.507-3(A)(9). SEE REV. RUL. 2002-28:SECTION 4942 IN SITUATIONS 1, 2 AND 3, BECAUSE EACH TRANSFEROR FOUNDATION TRANSFERS ALL OF ITS ASSETS TO ONE OR MORE PRIVATE FOUNDATIONS EFFECTIVELY CONTROLLED BY THE SAME PERSONS THAT EFFECTIVELY CONTROL THE TRANSFEROR, THE TRANSFEREE FOUNDATIONS ARE TREATED AS THOUGH THEY WERE THE TRANSFEROR FOR PURPOSES OF 4942. SEE 1.507-3(A)(9)(I). ACCORDINGLY, THE TRANSFERS TO THE TRANSFEREE FOUNDATIONS ARE NOT TREATED AS QUALIFYING DISTRIBUTIONS OF THE TRANSFEROR FOUNDATION. IN ADDITION, IN SITUATIONS 2 AND 3, EACH TRANSFEREE FOUNDATION ASSUMES ALL OBLIGATIONS WITH RESPECT TO THE TRANSFEROR'S UNDISTRIBUTED INCOME WITHIN THE MEANING OF 4942(C), IF ANY, AND REDUCES ITS OWN DISTRIBUTABLE AMOUNT UNDER 4942 BY THE TRANSFEROR FOUNDATION'S EXCESS QUALIFYING DISTRIBUTIONS UNDER 4942(I). IN SITUATION 1, WHERE THERE ARE SEVERAL TRANSFEREE FOUNDATIONS, PROPORTIONALITY IS APPROPRIATE, AND X, Y AND Z EACH BECOMES RESPONSIBLE FOR ONE THIRD OF P'S UNDISTRIBUTED INCOME AND SUCCEEDS TO ONE THIRD OF P'S EXCESS QUALIFYING DISTRIBUTIONS, IF ANY. SEE 1.507-3(A)(9)(I) AND REV. RUL. 78-387. CORPORATION BONDS 398155 398155 MUTUAL FUNDS: EQUITY FUNDS 15252053 15252053 0 0 1303797 1303797 EQUITY INVESTMENTS FMV 1233982 1233982 EXCHANGE TRADED FUNDS FMV 33086832 33086832 MUTUAL FUNDS: BOND FUNDS FMV 5080417 5080417 ALTERNATIVE INVESTMENTS FMV 6667634 6667634 LEGAL FEES 274 0 274 OPERATING ROU ASSET 423522 374512 374512 DUES AND SUBSCRIPTIONS 22007 0 22232 INSURANCE 9078 0 9078 SCHOLAR EVENTS 63496 0 118180 OFFICE SUPPLIES 2757 0 2686 OTHER EXPENSES 270197 0 258143 PARTNERSHIP DEDUCTIONS 131545 106829 0 COLLEGE TEST PREPARATION FEES 49060 0 51060 COMPUTER EXPENSES 89317 0 85101 HONORARIA 0 0 14000 PARTNERSHIP INCOME 49091 43683 49091 PFIC INCOME 145276 UNREALIZED GAINS 5086619 TRANSFER FROM LENFEST FOUNDATION 9876 EXCISE TAX PAYABLE 168000 214000 OPERATING LEASE LIABILITY 442866 396670 INVESTMENT ADVISORY FEES 82700 82700 0 PAYROLL SERVICES 18685 934 17751 PROFESSIONAL FEES 28528 0 29278 PAYROLL TAXES 67445 3372 64072 EXCISE TAXES 71252 0 0