THE BECKET FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE BECKET FAMILY FOUNDATION (EIN 20-5259379)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202611279349102126
- Schema version
- 2025v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T15:00:28-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550813679 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN & VON URFF LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 N POTTSTOWN PIKE H | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | 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 | 205259379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BECKET FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALANE BECKET | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECK | BusinessNameControlTxt |
| Phone | 6106447800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1342 | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALANE BECKET | PersonNm |
| Person Title | PRESIDENT & TREASURE | PersonTitleTxt |
| Phone | 6106447800 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES B GRIFFIN CPA ESQ | PreparerPersonNm |
| PTIN | P00174070 | PTIN |
| Phone | 6105247002 | PhoneNum |
| Preparation | 2026-04-28 | 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 | $9,799,672 | 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 | $288,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $288,844 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $288,844 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,199,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $255,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $544,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $544,511 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $288,844 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,221 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,221 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $71,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,164 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,606 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $101,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $464,115 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $464,115 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $566,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $464,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $470,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $288,844 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $778,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $349,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $349,657 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $557,525 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $647,155 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $638,176 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,849,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,221,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,842,099 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $617,225 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,278,339 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,274,168 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,398,438 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,718,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,695,572 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,201,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,214,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,799,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,201,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,214,936 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,201,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,214,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,201,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,214,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,201,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,255 | OtherIncreasesAmt |
| Subtotal | $9,214,936 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,214,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL 3027 - SEE ATTACHED | P | $350,000 | $350,000 | ||
| MERRILL 3033 - SEE ATTACHED | P | $192,728 | $175,871 | $16,857 | $16,857 |
| MERRILL 3029 - SEE ATTACHED | P | $384,071 | $390,224 | -$6,153 | -$6,153 |
| MERRILL 3033 - SEE ATTACHED | P | $24,059 | $24,059 | ||
| MERRILL 3029 - SEE ATTACHED | P | $469,947 | $485,175 | -$15,228 | -$15,228 |
| MERRILL 3033 - SEE ATTACHED | P | $726,772 | $701,656 | $25,116 | $25,116 |
| MERRILL 3029 - SEE ATTACHED | P | $3,090 | $3,184 | -$94 | -$94 |
| MERRILL 3034 - SEE ATTACHED | P | $260,199 | $264,114 | -$3,915 | -$3,915 |
| MERRILL 3030 - SEE ATTACHED | P | $380,594 | $423,861 | -$43,267 | -$43,267 |
| MERRILL 3034 - SEE ATTACHED | P | $70,867 | $60,271 | $10,596 | $10,596 |
| MERRILL 3030 - SEE ATTACHED | P | $6,564 | $11,730 | -$5,166 | -$5,166 |
| MERRILL 3034 - SEE ATTACHED | P | $12 | $12 | $12 | |
| MERRILL 3030 - SEE ATTACHED | P | $447,033 | $447,897 | -$864 | -$864 |
| MERRILL 3030 - SEE ATTACHED | P | $124,816 | $83,647 | $41,169 | $41,169 |
| MERRILL 3031 - SEE ATTACHED | P | $871,425 | $844,122 | $27,303 | $27,303 |
| MERRILL 3031 - SEE ATTACHED | P | $8,382 | $7,445 | $937 | $937 |
| MERRILL 3031 - SEE ATTACHED | P | $528,608 | $375,043 | $153,565 | $153,565 |
| MERRILL 3031 - SEE ATTACHED | P | $148,463 | $91,064 | $57,399 | $57,399 |
| MERRILL 3032 - SEE ATTACHED | P | $148,236 | $151,633 | -$3,397 | -$3,397 |
| MERRILL 3032 - SEE ATTACHED | P | $161 | $161 | ||
| MERRILL 3032 - SEE ATTACHED | P | $53,426 | $52,782 | $644 | $644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $255,667 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,789 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,535 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,535 | SubtotalAmt |
| Tax Based On Investment Income | $6,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,865 | OverpaymentAmt |
| Applied To ES Tax | $7,865 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALANE BECKET | IndividualWithBooksNm |
| Phone | 6106447800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 771 HILLVIEW ROAD | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALANE BECKET | ||||||||
| 771 HILLVIEW ROAD | MALVERN | PA | 19355 | PRESIDENT & | 0.75 | $0 | $0 | $0 |
| ANN BARRIE FILA | ||||||||
| 1210 HAMILTON DRIVE | WEST CHESTER | PA | 19380 | SECRETARY | 0.75 | $0 | $0 | $0 |
| GEORGI BECKET | ||||||||
| 62 MAIN STREET | WAYNE | PA | 19087 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SCOTT BECKET | ||||||||
| 8405 CANYON ROAD NE | ALBUQUERQUE | NM | 87111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,244,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,717,296 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,717,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,571,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $478,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $478,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,535 | TotalTaxAmt |
| Distributable Before Adj | $472,042 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $472,042 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $472,042 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $464,115 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $464,115 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $472,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $450,645 | UndistributedIncomePYAmt |
| Qualifying Distributions | $464,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $450,645 | AppliedToYear1Amt |
| Applied To Current Year | $13,470 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $458,572 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALANE ANN BECKET | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1342 | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106447800 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE, PROVIDED THAT THE ORGANIZATION QUALIFIES UNDER IRC SECTION 501(C)3. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ABBYFEST | |||||||||
| PO BOX 190 | BERWYN | PA | 19312 | NONE | PC | UNRESTRICTED | $10,002 | ||
| ABI ANTHONY SCHNELLING ENDOWMENT FU | |||||||||
| PO BOX 7403 | MERRYFIELD | VA | 22116 | NONE | PC | UNRESTRICTED | $1,000 | ||
| ACTIONAID USA | |||||||||
| 1220 L ST NW | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $1,000 | ||
| ALZHEIMER'S ASSOCIATION | |||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED | $15,000 | FLOOR 17 | |
| AMERICAN FOUNDATION FOR SUICIDE PRE | |||||||||
| 199 WATER ST | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $5,000 | 11TH FLOOR | |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED | $15,000 | STE 1100 | |
| AMERICARES | |||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | PC | UNRESTRICTED | $5,000 | ||
| ANDREW HICKS FOUNDATION | |||||||||
| PO BOX 177 | DOWNINGTOWN | PA | 19335 | NONE | PC | UNRESTRICTED | $5,000 | ||
| BACK ON MY FEET | |||||||||
| LAND TITLE BLDG | PHILADELPHIA | PA | 19110 | NONE | PC | UNRESTRICTED | $5,000 | 100 S BROAD ST STE 2136 | |
| BAKER INDUSTRIES | |||||||||
| 184 PENNSYLVANIA AVE | MALVERN | PA | 19355 | NONE | PC | UNRESTRICTED | $10,000 | ||
| BE A PART OF THE CONVERSATION | |||||||||
| 16 E LANCASTER AVE | ARDMORE | PA | 19003 | NONE | PC | UNRESTRICTED | $1,000 | SUITE 101 | |
| BENCHMARK SCHOOL | |||||||||
| 2107 N PROVIDENCE ROAD | MEDIA | PA | 19063 | NONE | PC | UNRESTRICTED | $7,500 | ||
| BOOKS FOR AFRICA | |||||||||
| 717 PRIOR AVE N | SAINT PAUL | MN | 55104 | NONE | PC | UNRESTRICTED | $1,000 | SUITE B | |
| BRADY UNITED AGAINST GUN VIOLENCE | |||||||||
| 840 FIRST STREET NE | WASHINGTON | DC | 20002 | NON | PC | UNRESTRICTED | $15,000 | SUITE 400 | |
| BSHS SOARING TO NEW HEIGHTS | |||||||||
| 2200 WOODBINE ROAD | DOWNINGTOWN | PA | 19335 | NONE | PC | UNRESTRICTED | $10,000 | ||
| CAMILLA HALLSISTERS OF IHM | |||||||||
| 230 IHM DRIVE | MALVERN | PA | 19355 | NONE | PC | UNRESTRICTED | $2,500 | ||
| CARING FOR FRIENDS | |||||||||
| 12271 TOWNSEND ROAD | PHILADELPHIA | PA | 19154 | NONE | PC | UNRESTRICTED | $2,500 | ||
| CATHOLIC CHARITIES OF PHILA | |||||||||
| 222 N 17TH ST 3RD FLOOR | PHILADELPHIA | PA | 19103 | NONE | PC | UNRESTRICTED | $2,000 | NUTRITIONAL DEVELOPMENT | |
| CATHOLIC RELIEF SERVICES | |||||||||
| PO BOX 5278 | TIPTON | IA | 52772 | NONE | PC | UNRESTRICTED | $5,000 | ||
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $10,000 | 22ND FLR | |
| CHARITY CROSSING | |||||||||
| 2 PEAR DR | BEAR | DE | 19701 | NONE | PC | UNRESTRICTED | $500 | ||
| CHARITY NAVIGATOR | |||||||||
| PO BOX 5117 | BOONE | IA | 50950 | NONE | PC | UNRESTRICTED | $1,000 | ||
| CHESTER COUNTY FOOD BANK | |||||||||
| 650 PENNSYLVANIA DRIVE | EXTON | PA | 19341 | NONE | PC | UNRESTRICTED | $5,000 | ||
| CLEAN OCEAN ACTION | |||||||||
| 49 AVENEL BLVD | LONG BRANCH | NJ | 07740 | NONE | PC | UNRESTRICTED | $5,000 | ||
| COMMUNITY FOUNDATION OF THE | |||||||||
| 4 NORTHRIDGE DR | HILTON HEAD ISLAND | SC | 29926 | NONE | PC | UNRESTRICTED | $1,500 | SUITE A | LOWCOUNTRY |
| COMMUNITY VOLUNTEERS IN MEDICINE | |||||||||
| 300 LAWRENCE DRIVE | WEST CHESTER | PA | 19380 | NONE | PC | UNRESTRICTED | $5,000 | ||
| CONESTOGA YOUTH WRESTLING ASSN | |||||||||
| 305 FOREST HILLS CIRCLE | DEVON | PA | 19333 | NONE | PC | UNRESTRICTED | $1,500 | ||
| CONNECT THRU CANCER | |||||||||
| 535 N CHURCH ST | WEST CHESTER | PA | 19380 | NONE | PC | UNRESTRICTED | $1,500 | M SUITE 209 | |
| COVENANT HOUSE | |||||||||
| PO BOX 758636 | TOPEKA | KS | 66675 | NONE | PC | UNRESTRICTED | $10,000 | ||
| CRADLES TO CRAYONS | |||||||||
| PO BOX 411134 | BOSTON | MA | 02241 | NONE | PC | UNRESTRICTED | $2,500 | ||
| CRISIS AID INTERNATIONAL | |||||||||
| 5427 TELEGRAPH RD | ST LOUIS | MO | 63129 | NONE | PC | UNRESTRICTED | $4,000 | ||
| CURE ALZHEIMERS FUND | |||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | UNRESTRICTED | $5,000 | SUITE 230 | |
| DIRECT RELIEF | |||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | UNRESTRICTED | $5,000 | ||
| DOCTORS WITHOUT BORDERS USA | |||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | UNRESTRICTED | $7,500 | ||
| EQUAL JUSTICE INITIATIVE | |||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | UNRESTRICTED | $5,000 | ||
| FAMILIES BEHIND THE BADGE | |||||||||
| 555 E NORTH LANE | CONSHOHOCKEN | PA | 19428 | NONE | PC | UNRESTRICTED | $2,500 | SUITE 6060 | CHILDREN'S FUND |
| FAMILY SERVICE OF CHESTER COUNTY | |||||||||
| 301 N MATLACK STREET | WEST CHESTER | PA | 19380 | NONE | PC | UNRESTRICTED | $2,500 | ||
| FEEDING AMERICA | |||||||||
| 161 N CLARK STREET | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED | $5,000 | SUITE 700 | |
| FIGHTING BACK SCHOLARSHIP PROGRAM | |||||||||
| PO BOX 141 | MALVERN | PA | 19355 | NONE | PC | UNRESTRICTED | $1,500 | 400 EAST KING STREET | |
| FOR THE GOOD | |||||||||
| 1002 COOPER AVE | GLENWOOD SPRINGS | CO | 81601 | NONE | PC | UNRESTRICTED | $2,000 | SUITE 100 | |
| GATEWAY HORSEWORKS | |||||||||
| 2045 UNION HILL ROAD | MALVERN | PA | 19355 | NONE | PC | UNRESTRICTED | $1,000 | ||
| GENTLE GIANTS DRAFT HORSE RESCUE | |||||||||
| 17250 OLD FREDERICK ROAD | MOUNT AIRU | MD | 21771 | NONE | PC | UNRESTRICTED | $5,000 | ||
| HABITAT FOR HUMANITY CHESTER CO | |||||||||
| 1220 VALLEY FORGE RD | PHOENIXVILLE | PA | 19460 | NONE | PC | UNRESTRICTED | $1,000 | SUITE 16 | |
| HEALTH CARE ACCESS | |||||||||
| 100 1ST AVENUE | PHOENIXVILLE | PA | 19460 | NONE | PC | UNRESTRICTED | $2,000 | ||
| HOFFMAN HOUSE FOR YOUTH | |||||||||
| 815 ORPHANAGE ROAD | LITTLETOWN | PA | 17340 | NONE | PC | UNRESTRICTED | $10,000 | ||
| HOLY FAMILY HOME | |||||||||
| 5300 CHESTER AVENUE | PHILADELPHIA | PA | 19143 | NONE | PC | UNRESTRICTED | $2,000 | ||
| HOLY TRINITY PARISH | |||||||||
| 11 N KENYON AVENUE | MARGATE | NJ | 08402 | NONE | PC | UNRESTRICTED | $5,000 | ||
| HUMANE SOCIETY OF LOUISIANA | |||||||||
| PO BOX 740321 | NEW ORLEANS | LA | 70174 | NONE | PC | UNRESTRICTED | $25,000 | ||
| JEWISH COMMUNITY FOUNDATION OF NM | |||||||||
| 5520 WYOMING BLVD NE | ALBUQUERQUE | NM | 87109 | NONE | PC | UNRESTRICTED | $5,113 | ||
| LARGE ANIMAL PROTECTION SOCIETY | |||||||||
| PO BOX 243 | WEST GROVE | PA | 19390 | NONE | PC | UNRESTRICTED | $1,000 | ||
| LAUGHING AT MY NIGHTMARE | |||||||||
| PO BOX 3398 | BETHLEHEM | PA | 18017 | NONE | PC | UNRESTRICTED | $2,000 | ||
| LEGACY OF LIFE | |||||||||
| 25 SOUTH MAIN STREET 217 | YARDLEY | PA | 19067 | NONE | PC | UNRESTRICTED | $2,000 | ||
| MAIN LINE ANIMAL RESCUE | |||||||||
| PO BOX 89 | CHESTER SPRINGS | PA | 19425 | NONE | PC | UNRESTRICTED | $5,000 | ||
| MAKE A WISH FOUNDATION OF AMERICA | |||||||||
| 1702 EAST HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PC | UNRESTRICTED | $1,000 | SUITE 400 | |
| MALVERN PREPATORY SCHOOL | |||||||||
| 418 S WARREN AVENUE | MALVERN | PA | 19355 | NONE | PC | UNRESTRICTED | $7,500 | ||
| MATTHEW 25 MINISTRIES | |||||||||
| 11060 KENWOOD RD | BLUE ASH | OH | 45242 | NONE | PC | UNRESTRICTED | $1,000 | ||
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||||
| PO BOX 6095 | ALBERT LEA | MN | 56007 | NONE | PC | UNRESTRICTED | $10,000 | ||
| MOTHER'S HOME | |||||||||
| 51 N MACDADE BLVD | DARBY | PA | 19023 | NONE | PC | UNRESTRICTED | $2,500 | ||
| MR HOLLAND'S OPUS FOUNDATION | |||||||||
| 2550 N HOLLYWOOD WAY | BURBANK | CA | 91505 | NONE | PC | UNRESTRICTED | $15,000 | SUITE 302 | |
| NEW JERSEY BOXER RESCUE | |||||||||
| PO BOX 684 | MIDDLESEX | NJ | 08846 | NONE | PC | UNRESTRICTED | $1,500 | ||
| NEW MEXICO VETERANS INTEGRATION | |||||||||
| 13032 CENTRAL AVE SE | ALBUQUERQUE | NM | 87123 | NONE | PC | UNRESTRICTED | $5,000 | ||
| NORTH SHORE ANIMAL LEAGUE | |||||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | PC | UNRESTRICTED | $10,000 | ||
| OCEAN CONSERVANCY | |||||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $20,000 | ||
| PENN STATE DANCE MARATHON | |||||||||
| THON 227D HETZEL UNION BL | UNIVERSITY PARK | PA | 16802 | NONE | PC | UNRESTRICTED | $35,000 | ||
| PETER'S PLACE | |||||||||
| 336 KOP ROAD | RADNOR | PA | 19087 | NONE | PC | UNRESTRICTED | $2,500 | ||
| PHILABUNDANCE | |||||||||
| 3616 SOUTH GALLOWAY STREE | PHILADELPHIA | PA | 19148 | NONE | PC | UNRESTRICTED | $5,000 | ||
| PHILADELPHIA CHILDREN'S ALLIANCE | |||||||||
| 300 E HUNTING PARK AVE | PHILADELPHIA | PA | 19124 | NONE | PC | UNRESTRICTED | $2,500 | ||
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $5,000 | ||
| PROJECT HOME | |||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PC | UNRESTRICTED | $7,500 | ||
| RC ACTIVITIES INC | |||||||||
| PO BOX 22 | NEWTOWN SQUARE | PA | 19073 | NONE | PC | UNRESTRICTED | $2,500 | ||
| RED FEATHER EQUINE SANCTUARY | |||||||||
| 5662 OLD RURAL HALL RD | WINSTON SALEM | NC | 27105 | NONE | PC | UNRESTRICTED | $1,000 | ||
| RONALD MCDONALD HOUSE CHARITIES | |||||||||
| 3925 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | UNRESTRICTED | $2,000 | ||
| SACRED HEART UNIVERSITY | |||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | UNRESTRICTED | $2,500 | ||
| SAVE THE CHILDREN | |||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | UNRESTRICTED | $5,000 | SUITE 400 | |
| ST CHARLES BORROMEO SEMINARY | |||||||||
| 1400 EVANS RD | AMBLER | PA | 19002 | NONE | PC | UNRESTRICTED | $2,000 | ||
| TALK SCHOOL | |||||||||
| 6 CAMPUS BLVD | NEWTOWN SQUARE | PA | 19073 | NONE | PC | UNRESTRICTED | $3,000 | ||
| TEMPLE UNIVERSITY | |||||||||
| CONWELL HALL 7TH FLOOR | PHILADELPHIA | PA | 19425 | NONE | PC | UNRESTRICTED | $5,000 | 1801 BROAD STREET | |
| THE BABY BUREAU | |||||||||
| 225 NEWTOWN RD | WARMINSTER | PA | 18974 | NONE | PC | UNRESTRICTED | $1,000 | ||
| THE BARN AT SPRINGBROOK FARM | |||||||||
| 360 LOCUST ROAD | WEST CHESTER | PA | 19382 | NONE | PC | UNRESTRICTED | $1,000 | ||
| THE FOUNDATION TO COMBAT ANTISEMITI | |||||||||
| FCAS PO BOX 18 | FOXBOROUGH | MA | 02035 | NONE | PC | UNRESTRICTED | $5,000 | ||
| THE GIVING TREE | |||||||||
| PO BOX 823 | GWYNEDD VALLEY | PA | 19437 | NONE | PC | UNRESTRICTED | $1,000 | ||
| THE V FOUNDATION | |||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | UNRESTRICTED | $5,000 | ||
| TRAVIS MANION FOUNDATION | |||||||||
| PO BOX 1485 | DOYLESTOWN | PA | 18901 | NONE | PC | UNRESTRICTED | $5,000 | ||
| WATER FOR SOUTH SUDAN | |||||||||
| PO BOX 25551 | ROCHESTER | NY | 14625 | NONE | PC | UNRESTRICTED | $5,000 | ||
| WEST CHESTER AREA SENIOR CENTER | |||||||||
| 530 EAST UNION STREET | WEST CHESTER | PA | 19382 | NONE | PC | UNRESTRICTED | $2,000 | ||
| WEST CHESTER FOOD CUPBOARD | |||||||||
| 431 S BOLMAR STREET | WEST CHESTER | PA | 19382 | NONE | PC | UNRESTRICTED | $2,000 | ||
| WORLD CENTRAL KITCHEN INC | |||||||||
| 200 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $5,000 | NW 7TH FLOOR | |
| WORLD WILDLIFE FUND | |||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED | $10,000 | PO BOX 97180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $464,115 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $255,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $544,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $544,511 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,221 | Amt |
| Net Investment Income | $3,221 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL 3029 - SEE ATTACHED | BondNm |
| EOY Book Value | $1,278,339 | EOYBookValueAmt |
| EOYFMV | $1,274,168 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL 3029 - SEE ATTACHED | $76,975 | $75,582 |
| MERRILL 3030 - SEE ATTACHED | $1,232,934 | $1,342,126 |
| MERRILL 3031 - SEE ATTACHED | $917,139 | $1,093,297 |
| MERRILL 3032 - SEE ATTACHED | $778,696 | $896,395 |
| MERRILL 3033 - SEE ATTACHED | $1,371,353 | $1,555,437 |
| MERRILL 3034 - SEE ATTACHED | $844,307 | $879,262 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $647,155 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $638,176 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL 3028 - SEE ATTACHED | AT COST | $502,365 | $490,238 |
| MERRILL 3029 - SEE ATTACHED | AT COST | $500,276 | $498,283 |
| MERRILL 3030 - SEE ATTACHED | AT COST | $696,542 | $687,853 |
| MERRILL 3032 - SEE ATTACHED | AT COST | $19,198 | $19,198 |
| MERRILL 3033 - SEE ATTACHED | AT COST | ||
| MERRILL 3034 - SEE ATTACHED | AT COST |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $35,255 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $71,164 | Amt |
| Net Investment Income | $71,164 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $498 |
| FEDERAL EXCISE TAX 2024 | $9,960 |
| FEDERAL EXCISE TAX 2025 | $14,400 |
| FOREIGN TAXES - MERRILL 3030 | $94 |
| FOREIGN TAXES - MERRILL 3031 | $26 |
| FOREIGN TAXES - MERRILL 3032 | $2,291 |
| FOREIGN TAXES - MERRILL 3033 | $183 |
| FOREIGN TAXES - MERRILL 3034 | $154 |