Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE ELMER R DEAVER FOUNDATION IDT
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

23-7830263
B Telephone number (see instructions)

(855) 739-2921
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,953,389J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 265,270 264,833  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 94,674
b Gross sales price for all assets on line 6a 1,531,324
7 Capital gain net income (from Part IV, line 2)... 94,674
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 359,944 359,507  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,432 88,824   29,608
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,092 0 0 1,092
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
41,123     41,123
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,266 5,170   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
210 210    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,123 94,204 0 71,823
25 Contributions, gifts, grants paid....... 600,000 600,000
26 Total expenses and disbursements. Add lines 24 and 25 770,123 94,204 0 671,823
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -410,179
b Net investment income (if negative, enter -0-) 265,303
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,503 2,262 2,262
2 Savings and temporary cash investments......... 584,138 580,726 580,726
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 3,362,525 Click to see attachment
List of Attached Documents:
// Content
3,635,720 		3,403,899
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,360,554 Click to see attachment
List of Attached Documents:
// Content
7,680,992 		10,966,502
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,310,720 11,899,700 14,953,389
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,310,720 11,899,700
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,310,720 11,899,700
30 Total liabilities and net assets/fund balances (see instructions). 12,310,720 11,899,700
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,310,720
2
Enter amount from Part I, line 27a .....................
2
-410,179
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
584
4
Add lines 1, 2, and 3 ..........................
4
11,901,125
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,425
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,899,700
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 75000. BANK OF AMERICA CORP 3.300% 1/11/23   2019-09-20 2023-01-11
b 1411.1 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-01-15
c 401.17 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-01-15
d 75000. GOLDMAN SACHS GROUP 3.625% 1/22/23   2018-09-28 2023-01-22
e 284.34 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-01-25
1050.67 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-02-15
221. FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-02-15
275.18 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-02-25
512.49 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-02-25
67.89 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-02-25
15000. US TREASURY NOTE 0.125% 7/31/23   2021-08-18 2023-03-06
45000. US TREASURY NOTE 0.750% 12/31/23   2022-01-14 2023-03-06
908.09 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-03-15
179.17 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-03-15
361.54 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-03-25
562.54 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-03-25
67.39 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-03-25
281.62 GS MORTGAGE SECURITI 3.498% 7/10/48   2021-05-06 2023-04-13
1137.16 FED HOME LN MTG CORP 3.500% 11/15/25   2019-07-25 2023-04-15
285.86 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-04-15
255.44 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-04-25
732.76 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-04-25
73.12 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-04-25
4070.335 ARTISAN SMALL CAP FUND-INS #2452   2020-12-17 2023-05-05
3489.531 COHEN & STEERS INSTL RLTY SHRS 1263   2020-07-02 2023-05-05
5850.295 PRINCIPAL REAL EST SEC-R6 #4269   2016-03-17 2023-05-05
1751. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2014-08-06 2023-05-05
783.99 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-05-15
572.52 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-05-15
262.28 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-05-25
581.31 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-05-25
142.1 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-05-25
20000. US TREASURY NOTE 0.375% 8/15/24   2021-09-15 2023-06-07
50000. US TREASURY NOTE 1.000% 12/15/24   2023-01-12 2023-06-07
15000. US TREASURY NOTE 1.000% 12/15/24   2021-12-09 2023-06-07
5190.3 GS MORTGAGE SECURITI 3.498% 7/10/48   2021-05-06 2023-06-12
35000. MCKESSON CORP 3.796% 3/15/24   2019-08-15 2023-06-13
823.87 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-06-15
373.57 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-06-15
285.33 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-06-25
389.72 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-06-25
117.74 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-06-25
676.78 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-07-15
356.05 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-07-15
242.93 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-07-25
676.84 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-07-25
64.61 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-07-25
65000. MITSUBISHI UFJ FIN 3.761% 7/26/23   2018-12-17 2023-07-26
697.25 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-08-15
140.33 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-08-15
254.28 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-08-25
425.42 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-08-25
63.78 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-08-25
75000. CANADIAN IMPERIAL BA 3.500% 9/13/23   2019-08-15 2023-09-13
879.96 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-09-15
147.18 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-09-15
330.01 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-09-25
586.67 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-09-25
64. FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-09-25
30000. US TREASURY NOTE 1.750% 7/31/24   2019-08-21 2023-09-26
775.95 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-10-15
460.52 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-10-15
252.51 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-10-25
496.51 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-10-25
65.27 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-10-25
30000. US TREASURY NOTE 1.000% 12/15/24   2023-01-23 2023-11-02
3746.64 GS MORTGAGE SECURITI 3.498% 7/10/48   2021-05-06 2023-11-10
719.54 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-11-15
321.05 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-11-15
75000. US TREASURY NOTE 1.625% 8/15/29   2019-08-21 2023-11-20
257.84 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-11-25
377.92 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-11-25
64.77 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-11-25
999. ISHARES RUSSELL MID-CAP GROWTH   2015-04-30 2023-12-12
8264.463 FIDELITY NEW MRKTS INC-Z #3323   2016-03-17 2023-12-13
522.794 HARBOR CAPITAL APPREC-RET #2512   2021-12-20 2023-12-13
805.63 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2023-12-15
273.99 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2023-12-15
254.13 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-12-25
431.48 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-12-25
116.65 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-12-25
222.35 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2023-12-31
604.13 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2023-12-31
64.04 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2023-12-31
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 75,000   77,694 -2,694
b 1,411   1,462 -51
c 401   414 -13
d 75,000   77,364 -2,364
e 284   301 -17
1,051   1,088 -37
221   228 -7
275   292 -17
512   543 -31
68   71 -3
14,710   14,975 -265
43,416   44,868 -1,452
908   941 -33
179   185 -6
362   383 -21
563   596 -33
67   71 -4
282   304 -22
1,137   1,178 -41
286   295 -9
255   271 -16
733   777 -44
73   77 -4
125,000   213,611 -88,611
152,388   139,529 12,859
153,512   134,747 18,765
47,432   75,891 -28,459
784   812 -28
573   591 -18
262   278 -16
581   616 -35
142   149 -7
18,916   19,974 -1,058
47,176   47,176  
14,153   15,002 -849
5,190   5,605 -415
34,561   36,701 -2,140
824   853 -29
374   385 -11
285   302 -17
390   413 -23
118   123 -5
677   701 -24
356   367 -11
243   257 -14
677   717 -40
65   68 -3
65,000   67,285 -2,285
697   722 -25
140   145 -5
254   270 -16
425   451 -26
64   67 -3
75,000   79,437 -4,437
880   911 -31
147   152 -5
330   350 -20
587   622 -35
64   67 -3
29,087   30,404 -1,317
776   804 -28
461   475 -14
253   268 -15
497   526 -29
65   68 -3
28,609   28,242 367
3,747   4,046 -299
720   745 -25
321   331 -10
64,523   75,255 -10,732
258   273 -15
378   401 -23
65   68 -3
100,275   48,834 51,441
100,000   122,717 -22,717
50,000   50,193 -193
806   834 -28
274   283 -9
254   269 -15
431   457 -26
117   122 -5
222   236 -14
604   640 -36
64   67 -3
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
      183,056
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,694
b       -51
c       -13
d       -2,364
e       -17
      -37
      -7
      -17
      -31
      -3
      -265
      -1,452
      -33
      -6
      -21
      -33
      -4
      -22
      -41
      -9
      -16
      -44
      -4
      -88,611
      12,859
      18,765
      -28,459
      -28
      -18
      -16
      -35
      -7
      -1,058
       
      -849
      -415
      -2,140
      -29
      -11
      -17
      -23
      -5
      -24
      -11
      -14
      -40
      -3
      -2,285
      -25
      -5
      -16
      -26
      -3
      -4,437
      -31
      -5
      -20
      -35
      -3
      -1,317
      -28
      -14
      -15
      -29
      -3
      367
      -299
      -25
      -10
      -10,732
      -15
      -23
      -3
      51,441
      -22,717
      -193
      -28
      -9
      -15
      -26
      -5
      -14
      -36
      -3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 94,674
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,688
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,688
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,688
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,624
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,624
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 936
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow936 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow271013818
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		118,432    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,728,431
b
Average of monthly cash balances.......................
1b
461,928
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,190,359
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
14,190,359
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
212,855
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,977,504
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
698,875
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
698,875
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,688
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,688
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
695,187
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
695,187
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
695,187
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
671,823
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
671,823
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 695,187
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 464,448
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 671,823
a Applied to 2022, but not more than line 2a 464,448
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 207,375
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		487,812
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
www wellsfargo comprivatefoundatio
Philanthropic Services - North
WinstonSalem,NC27101
(855) 739-2920
bThe form in which applications should be submitted and information and materials they should include:
Organizations should apply online at www.wellsfargo.com/privatefoundationgrants/deaver Scholarship recipients should apply at csascholars.org
cAny submission deadlines:
April 5 and June 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Organizations must be 501(c)(3) orgs in Philadelphia, PA area that focus on relieving poverty; Scholarship recipients must be former employees or family of Quaker City Life Ins
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

PRATT INSTITUTE SCHOOL OF ARC FBO
JAMES BRADLEY
200 WILLOUGHBY AVE
BROOKLYN,NY11205 		NONE PC GENERAL OPERATING 19,000

CHAPMAN UNIV SCHOOL OF LAW FBO
MCCOY BRADLEY
1 UNIVERSITY DR
ORANGE,CA92866 		NONE PC GENERAL OPERATING 22,500

OHIO ST UNIV FBO OWEN BURK

281 W LANE AVE
COLUMBUS,OH43210 		NONE PC GENERAL OPERATING 29,500

UNIV OF FLORIDA FBO KRISTIN DEAVER

PO BOX 114025
GAINESVILLE,FL32611 		NONE PC GENERAL OPERATING 28,500

LOYOLA MARYMOUNT UNIV FBO BRYNN DOYLE

1 LOYOLA MARYMOUNT UNIVERSITY DR
LOS ANGELES,CA90045 		NONE PC GENERAL OPERATING 33,500

UNIV OF DELAWARE FBO CALEB MARVEL

210 SOUTH COLLEGE AVE
NEWARK,DE19716 		NONE PC GENERAL OPERATING 3,300

AUBURN UNIV FBO ALEXIS MCLAUGHLIN

QUAD CENTER
AUBURN,AL36849 		NONE PC GENERAL OPERATING 14,500

AUBURN UNIV FBO TYLER MCLAUGHLIN

QUAD CENTER
AUBURN,AL36849 		NONE PC GENERAL OPERATING 23,000

SAINT JOSEPHS UNIV FBO MADISON MCPHILL

5600 CITY AVE RM 121
PHILADELPHIA,PA19131 		NONE PC GENERAL OPERATING 17,000

IMMACULATA UNIV FBO CAROLINE MORAN

1145 KING ROAD
IMMACULATA,PA19345 		NONE PC GENERAL OPERATING 12,000

WEST CHESTER UNIV FBO HAILEE MORAN

700 S HIGH ST
WEST CHESTER,PA19383 		NONE PC GENERAL OPERATING 3,000

ANDREWS UNIV FBO ALEXANDER NOBLE

8975 OLD 31
BERRIEN SPRINGS,MI49104 		NONE PC GENERAL OPERATING 6,500

SOUTHERN ADVENTIST UNIV FBO GRAYSON NO

PO BOX 370
COLLEGEDALE,TN37315 		NONE PC GENERAL OPERATING 12,000

UNIV OF PITTSBURGH FBO JESSICA SHOEY

4200 FIFTH AVE
PITTSBURGH,PA15260 		NONE PC GENERAL OPERATING 11,500

AMERICAN UNIV FBO JULIA SHOEY

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		NONE PC GENERAL OPERATING 28,000

PURDUE UNIV FBO ERIC TODOROW

610 PURDUE MALL
WEST LAFAYETTE,IN47907 		NONE PC GENERAL OPERATING 17,400

TEMPLE UNIV FBO MICHAEL WING

1801 N BROAD ST
PHILADELPHIA,PA19122 		NONE PC GENERAL OPERATING 10,000

VILLANOVA UNIV FBO EMMETT YOUNG

800 LANCASTER AVE
VILLANOVA,PA19085 		NONE PC GENERAL OPERATING 8,800

UNITED NEGRO COLLEGE FUND

1805 7TH STREET NW
WASHINGTON,DC20001 		NONE PC SCHOLARSHIPS 30,000

BROAD STREET MINISTRY

315 SOUTH BROAD STREET
PHILADELPHIA,PA19107 		NONE PC HOSPITALITY COLLABORATIVE 15,000

LINCOLN UNIVERSITY

1570 BALTIMORE PIKE
LINCOLN UNIVERSITY,PA19352 		NONE PC SCHOLARSHIPS 120,000

NORTH LIGHT COMMUNITY CENTER

175 GREEN LN
PHILADELPHIA,PA191271265 		NONE PC GENERAL OPERATING 6,000

HUMANGOOD PENNSYLVANIA

2000 JOSHUA ROAD
LAFAYETTE HILL,PA194440000 		NONE PC GENERAL OPERATING 20,000

WOMEN AGAINST ABUSE INC

100 S BROAD ST
PHILADELPHIA,PA191101024 		NONE PC GENERAL OPERATING 10,000

BETHESDA PROJECT

1630 SOUTH STREET
PHILADELPHIA,PA19146 		NONE PC GENERAL OPERATING 5,000

TRICOUNTY COMMUNITY NETWORK INC

724 N ADAMS ST STE 203
POTTSTOWN,PA194644719 		NONE PC GENERAL OPERATING 10,000

TEMPLE UNIVERSITY

2450 W HUNTINGTON PARK AVENUE
PHILADELPHIA,PA19122 		NONE PC SCHOLARSHIPS 30,000

OPERATION WARM INC

50 APPLIED BANK BLVD STE 204
GLEN MILLS,PA193421092 		NONE PC GENERAL OPERATING 12,500

BABY BUREAU

225 NEWTOWN RD
WARMINSTER,PA189745221 		NONE PC GENERAL OPERATING 3,500

PEOPLE ADVANCING REINTEGRATION INC

2024 W HUNTING PARK AVE
PHILADELPHIA,PA191400000 		NONE PC GENERAL OPERATING 15,000

ORDINARIE HEROES

828 S ALDEN ST
PHILADELPHIA,PA191432714 		NONE PC GENERAL OPERATING 8,000

HOPE PHL

325 N 39TH ST
PHILADELPHIA,PA19104 		NONE PC GENERAL OPERATING 15,000
Total .................................right arrow 3a 600,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 265,270  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 94,674  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   359,944  
13Total. Add line 12, columns (b), (d), and (e)..................
13
359,944
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,092     1,092

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Name of Bond End of Year Book Value End of Year Fair Market Value
713448CM8 PEPSICO INC 3.600% 3 80,241 74,766
097023BH7 BOEING CO 2.850% 10/ 30,532 29,333
38141GRD8 GOLDMAN SACHS GROUP    
58013MEU4 MCDONALD'S CORP 41,388 39,160
606822BA1 MITSUBISHI UFJ FIN    
00185AAK0 AON PLC 37,836 34,284
06051GEU9 BANK OF AMERICA CORP    
13607RAD2 CANADIAN IMPERIAL BA    
166764BT6 CHEVRON CORP 78,140 74,632
581557BE4 MCKESSON CORP 3.796%    
80283LAJ2 SANTANDER UK PLC 79,821 74,731
92343VDY7 VERIZON COMMUNICATIO 38,495 34,486
00206RKG6 AT&T INC 40,713 35,620
00287YAQ2 ABBVIE INC 38,830 34,366
036752AJ2 ANTHEM INC 37,216 33,990
14040HBG9 CAPITAL ONE FINANCIA 42,553 39,039
20030NBW0 COMCAST CORP 53,667 46,937
316773DA5 FIFTH THIRD BANCORP 37,699 32,283
337738AS7 FISERV INC 36,772 34,476
446150AQ7 HUNTINGTON BANCSHARE 16,027 14,720
49326EEK5 KEYCORP 37,303 31,513
863667BA8 STRYKER CORP 45,661 42,548
882508BH6 TEXAS INSTRUMENTS IN 81,258 76,933
961214DW0 WESTPAC BANKING CORP 80,692 66,782
96949LAD7 WILLIAMS PARTNERS LP 38,737 33,734
98389BAR1 XCEL ENERGY INC 43,902 39,017
035240AV2 ANHEUSER-BUSCH INBEV 45,671 38,056
09247XAR2 BLACKROCK INC 39,105 33,742
25466AAJ0 DISCOVER BANK 38,291 33,087
30231GBN1 EXXON MOBIL CORPORAT 77,806 67,071
446150AS3 HUNTINGTON BANCSHARE 26,308 21,384
693475AZ8 PNC FINANCIAL SERVIC 77,106 65,608
857477BG7 STATE STREET CORP 78,237 66,941
91324PDX7 UNITEDHEALTH GROUP 78,610 69,144
931142ET6 WALMART INC 39,386 33,894
912828U24 US TREASURY NOTE 2.0 92,658 91,703
3135G03U5 FED NATL MTG ASSN 70,123 66,555
91282CCT6 US TREASURY NOTE 0.3    
91282CDN8 US TREASURY NOTE 1.0 18,828 19,287
91282CFV8 US TREASURY NOTE 4.1 72,464 71,154
91282CCS8 US TREASURY NOTE 9,786 8,275
912828YQ7 US TREASURY NOTE 143,586 135,750
91282CFF3 US TREASURY NOTE 106,847 105,315
91282CDR9 US TREASURY NOTE 0.7    
912828Y87 US TREASURY NOTE 15,202 14,717
912828ZQ6 US TREASURY NOTE 136,920 114,407
91282CEP2 US TREASURY NOTE 86,586 83,398
91282CDJ7 US TREASURY NOTE 1.3 108,579 103,779
91282CCN9 US TREASURY NOTE    
912828YB0 US TREASURY NOTE 193,122 173,497
3130AJHU6 FED HOME LN BK 84,719 80,733
912828V98 US TREASURY NOTE 163,925 162,330
9128286B1 US TREASURY NOTE 133,843 128,983
031162CT5 AMGEN INC 46,251 46,492
126650DY3 CVS HEALTH CORP 37,740 41,049
26441CBL8 DUKE ENERGY CORP 41,742 42,662
38141GYJ7 VR GOLDMAN SACHS GRO 58,616 61,622
459200JZ5 IBM CORP 71,300 72,827
6174468C6 MORGAN STANLEY 58,417 59,132
9128284N7 US TREASURY NOTE 68,187 67,124
9128286A3 US TREASURY NOTE 68,097 67,799
91282CGM7 US TREASURY NOTE 72,094 72,730
91282CHC8 US TREASURY NOTE 110,786 110,364
91282CHT1 US TREASURY NOTE 47,299 49,938

TY 2023 InvestmentsOtherSchedule2
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3137A6QZ8 FED HOME LN MTG CORP AT COST 12,124 11,492
3137BKD72 FED HOME LN MTG CORP AT COST 6,704 6,352
36250PAC9 GS MORTGAGE SECURITI AT COST 88,075 78,950
90276RBD9 UBS COMMERCIAL MORTG AT COST 108,097 93,865
19247U106 COHEN & STEERS INSTL      
704223817 IMPAX SMALL CAP-INS AT COST 343,109 397,237
00888Y847 INVESCO BAL RSK COMM AT COST 111,400 121,036
78463X863 SPDR DJ WILSHIRE INT      
922031760 VANGUARD HIGH YIELD AT COST 313,000 290,885
3140J5LJ6 FNMA POOL #BM1228 AT COST 26,793 24,233
921910501 VANGUARD INTL GRTH F AT COST 100,000 85,598
464287499 ISHARES RUSSELL MID- AT COST 53,959 259,851
74256W584 PRINCIPAL MIDCAP FUN AT COST 683,957 1,080,787
3132A8DC0 FHLMC POOL #ZS7299 AT COST 12,750 11,561
00143W859 INV OPP DEVELOP MRKT AT COST 419,133 468,532
61760X760 MSIF-INTERNATIONAL E AT COST 259,795 285,691
003021714 ABERDEEN EMERG MARKE AT COST 349,473 258,683
77954Q403 T ROWE PRICE BLUE CH AT COST 700,000 921,004
85917K546 STERLING CAP STR S/C AT COST 250,346 192,819
464287481 ISHARES RUSSELL MID- AT COST 241,333 515,719
55273H353 MFS VALUE FUND-R6 48 AT COST 379,675 586,012
31417GLR5 FNMA POOL #AB9335 AT COST 3,112 2,872
74256W568 PRINCIPAL REAL EST S      
464287200 ISHARES CORE S & P 5 AT COST 311,795 1,648,779
411512528 HARBOR CAPITAL APPRE AT COST 732,738 1,648,904
89154M702 TOUCHSTONE SANDS EM AT COST 400,000 246,181
04314H758 ARTISAN SMALL CAP FU AT COST 386,389 245,395
693390841 PIMCO HIGH YIELD FD- AT COST 313,834 285,327
298706110 AMER FNDS EUROPAC GR AT COST 250,071 309,874
31641Q755 FIDELITY NEW MRKTS I AT COST 445,653 373,498
413838574 OAKMARK INTERNATIONA AT COST 235,000 378,056
46090F100 INVESCO OPTIMUM YIEL AT COST 142,677 137,309

TY 2023 OtherDecreasesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Description Amount
MUTUAL FUND TIMING ADJ 48
CY PURCHASE OF ACCRUED INTEREST 880
PY PENDING SALES 47
ROC ON CY SALES 437
TAX LOT BASIS ADJUSTMENT 13


TY 2023 OtherExpensesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 210 210   0


TY 2023 OtherIncreasesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Description Amount
PY PURCHASE OF ACCRUED INTEREST 492
CY PENDING SALES 53
COST BASIS ADJ 39


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 14,123     14,123
SCHOLARSHIP ADMIN FEES 27,000     27,000


TY 2023 TaxesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,524 4,524   0
FEDERAL ESTIMATES - PRINCIPAL 4,096 0   0
FOREIGN TAXES ON NONQUALIFIED 646 646   0