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 SYLVIA W AND RANDLE M KAUDERS
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)150 N RADNOR CHESTER RD A110
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RADNOR, PA190875270
A Employer identification number

81-3965327
B Telephone number (see instructions)

(610) 896-3868
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$6,401,457J 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) 39,309
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,728 10,728  
4 Dividends and interest from securities... 140,598 140,598  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,115
b Gross sales price for all assets on line 6a 1,025,294
7 Capital gain net income (from Part IV, line 2)... 65,115
8 Net short-term capital gain.........  
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)....... Click to see attachment
List of Attached Documents:
// Content
3,278 0  
12 Total. Add lines 1 through 11........ 259,028 216,441  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,750 0   2,750
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
17,752 0   17,752
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,100 0   4,100
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
111,500 43,519   67,981
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 18 0   18
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,082 3,959   8,123
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,202 47,478   100,724
25 Contributions, gifts, grants paid....... 360,000 360,000
26 Total expenses and disbursements. Add lines 24 and 25 508,202 47,478   460,724
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -249,174
b Net investment income (if negative, enter -0-) 168,963
c Adjusted net income (if negative, enter -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............. 2,328 9,022 9,022
2 Savings and temporary cash investments......... 29,755 70,336 70,336
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 93,744 Click to see attachment
List of Attached Documents:
// Content
137,353 		137,353
b Investments—corporate stock (attach schedule)....... 5,074,448 Click to see attachment
List of Attached Documents:
// Content
5,266,600 		5,266,600
c Investments—corporate bonds (attach schedule)....... 991,770 Click to see attachment
List of Attached Documents:
// Content
918,146 		918,146
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)..........      
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) 6,192,045 6,401,457 6,401,457
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 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........... 6,192,045 6,401,457
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........    
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)..... 6,192,045 6,401,457
30 Total liabilities and net assets/fund balances (see instructions). 6,192,045 6,401,457
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
6,192,045
2
Enter amount from Part I, line 27a .....................
2
-249,174
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
458,586
4
Add lines 1, 2, and 3 ..........................
4
6,401,457
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,401,457
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 1,025,294   960,179 65,115
b
c
d
e
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       65,115
b
c
d
e
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 65,115
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 2,349
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 2,349
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 2,349
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,529
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,529
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 10 180
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow180 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowWWW.KAUDERSFOUNDATION.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (610) 896-3868

Located atright arrow150 N RADNOR CHESTER RD A110RADNORPA ZIP+4right arrow190875270
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)
 
No
(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
 
 
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
GLORIA HOCHMAN PRESIDENT
1.00 		350 0 0
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
HELEN MCNUTT VICE PRESIDENT
1.00 		400 0 0
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
BARRY BRAIT TREASURER
1.00 		400 0 0
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
BONNIE GRANT SECRETARY
1.00 		400 0 0
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
DAVID BROWN BOARD MEMBER
1.00 		400 0 0
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
MATT CABREY BOARD MEMBER
1.00 		400 0 0
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
TERRY DIAMOND BOARD MEMBER
1.00 		400 0 0
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
DAPHNE ROWE PEMBROKE PHILANTHROPY EXECUTIVE DIRECTOR
10.00 		0 0 0
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
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
PEMBROKE PHILANTHROPY ADVISORS FOUNDATION MANAGEMENT 67,981
150 N RADNOR CHESTER RD NO A110
RADNOR,PA190875270
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 arrow0
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
6,097,877
b
Average of monthly cash balances.......................
1b
219,997
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,317,874
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
6,317,874
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
94,768
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,223,106
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
311,155
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
311,155
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,349
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,349
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
308,806
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
308,806
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
308,806
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
460,724
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
460,724
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 7 308,806
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 10,284
b From 2019...... 49,892
c From 2020......  
d From 2021...... 22,678
e From 2022...... 123,449
f Total of lines 3a through e ........ 206,303
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 460,724
a Applied to 2022, but not more than line 2a 0
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..... 308,806
e Remaining amount distributed out of corpus 151,918
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 5 358,221
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 .......... 		0
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) ... 		10,284
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		347,937
10 Analysis of line 9:
a Excess from 2019.... 49,892
b Excess from 2020....  
c Excess from 2021.... 22,678
d Excess from 2022.... 123,449
e Excess from 2023.... 151,918
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

1812 PRODUCTIONS

2329 S STREET 2ND FLOOR
PHILADELPHIA,PA19148 		  PC EDUCATIONAL OUTREACH PROGRAM: 1812 EDUCATION 10,000

ACTING WITHOUT BOUNDARIES

750 E HAVERFORD ROAD
BRYN MAWR,PA19010 		  PC AWB MASTERS PROGRAM 10,000

AMERICAN ASSOCIATION FOR CANCER RESEARCH

615 CHESTNUT STREET 17TH FLOOR
PHILADELPHIA,PA19106 		  PC PEDIATRIC CANCER WORKING GROUP PROGRAM 10,000

ARDEN THEATRE COMPANY

40 N 2ND STREET
PHILADELPHIA,PA19106 		  PC ARDEN CHILDREN'S THEATRE 2023/24 SEASON 10,000

BAKER INDUSTRIES

184 PENNSYLVANIA AVENUE
MALVERN,PA19355 		  PC BAKER INDUSTRIES ON-SITE JOB COACHING PROGRAM 10,000

BE A PART OF THE CONVERSATION

3554-B WOODCREST AVENUE
NEWTOWN SQUARE,PA19073 		  PC FAMILY RECOVERY COURSE CONTINUATION AND EXPANSION 10,000

CARON TREATMENT CENTERS

PO BOX 150 243 N GALEN HALL ROAD
WERNERSVILLE,PA19565 		  PC YOUNG ADULT TREATMENT SCHOLARSHIP 10,000

COLON CANCER COALITION GET YOUR REAR IN GEAR PHILADELPHIA

200 CEMETERY ROAD
MOUNT LAUREL TOWNSHIP,NJ08054 		  PC GET YOUR REAR IN GEAR PHILADELPHIA - ON THE RUNWAY FOR A CURE & BOOTY BALL 10,000

CRADLES TO CRAYONS

4700 WISSAHICKON AVENUE SUITE 142
PHILADELPHIA,PA19144 		  PC EVERYDAY ESSENTIALS 10,000

DRAMA LEAGUE OF NEW YORK INC

32 AVENUE OF THE AMERICAS GROUND
FLOOR
NEW YORK,NY10013 		  PC OPERATING SUPPORT 5,000

ENTERTAINMENT COMMUNITY FUND

729 SEVENTH AVENUE 10TH FLOOR
NEW YORK,NY10019 		  PC OPERATING SUPPORT 5,000

EPILEPSY FOUNDATION OF EASTERN PENNSYLVANIA (EFEPA)

919 WALNUT STREET SUITE 700
PHILADELPHIA,PA19107 		  PC CAMP ACHIEVE 10,000

FREE LIBRARY OF PHILADELPHIA FOUNDATION

1901 VINE STREET
PHILADELPHIA,PA19103 		  PC ONE BOOK, ONE PHILADELPHIA 2024 10,000

INTERACT THEATRE COMPANY

THE DRAKE 302 S HICKS STREET
PHILADELPHIA,PA19102 		  PC FIRST WORLD INTERACTIONS PROGRAM 10,000

KIMMEL CENTER INC

1 S BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107 		  PC JAZZ4FREEDOM PROGRAM 10,000

LANTERN THEATER COMPANY

7058 GERMANTOWN SUITE 102
PHILADELPHIA,PA19119 		  PC ARTS EDUCATION PROGRAM - ILLUMINATION 10,000

MIRACLE LEAGUE OF NORTHAMPTON TOWNSHIP

PO BOX 453
RICHBORO,PA189540453 		  PC ALL-INCLUSIVE PLAYGROUND SHADE STRUCTURES 10,000

PENNSYLVANIA ACADEMY OF THE FINE ARTS

128 N BROAD STREET
PHILADELPHIA,PA19102 		  PC SCHOOL ENGAGEMENT PROGRAMS AT PAFA 10,000

PEOPLE'S LIGHT

39 CONESTOGA ROAD
MALVERN,PA19355 		  PC ARTS DISCOVERY PROGRAM 10,000

PHILADELPHIA CONVENTION & VISITORS BUREAU

1601 MARKET STREET SUITE 200
PHILADELPHIA,PA19103 		  PC MARIE BAKER BROWN SCHOLARSHIP FUND 10,000

PHILADELPHIA FILM SOCIETY

1412 CHESTNUT STREET
PHILADELPHIA,PA19102 		  PC PFS RESIDENCIES 10,000

PHILADELPHIA THEATRE COMPANY

215 S BROAD STREET SUITE 304
PHILADELPHIA,PA19107 		  PC PHILADELPHIA THEATRE COMPANY EDUCATION PROGRAM 10,000

PHILADELPHIA YOUTH ORGANIZATIONANDERSON MONARCHS

6923 ARDLEIGH STREET
PHILADELPHIA,PA19119 		  PC ANDERSON MONARCHS GIRLS ACADEMY 10,000

POLICE ATHLETIC LEAGUE OF PHILADELPHIA

3658 BELGRADE STREET
PHILADELPHIA,PA19134 		  PC KEEPING YOUTH SAFE IN PHILADELPHIA 10,000

POWER STREET THEATRE

1315 WALNUT STREET UNIT 320
PHILADELPHIA,PA19107 		  PC LAND AND BODY/TIERRA Y CUERPO 10,000

PROJECT 440

1315 WALNUT STREET SUITE 320
PHILADELPHIA,PA19107 		  PC DOING GOOD PROGRAM 10,000

RAWTOOLS PHILLY

3234 POTTER STREET PO BOX 26711
PHILADELPHIA,PA19134 		  PC GUNS TO GARDENS PROGRAM 10,000

RESOLVE PHILLY

699 RANSTEAD STREET SUITE 3
PHILADELPHIA,PA19106 		  PC UPLIFTING COMMUNITY NARRATIVES THROUGH RESOLVE PHILLY 10,000

ROCK AND SOUL FOREVER FOUNDATION

434 AVENUE OF THE AMERICAS 6TH
FLOOR
NEW YORK,NY10011 		  PC TEACHROCK: INCREASING STUDENT ENGAGEMENT THROUGH ARTS INTEGRATION 10,000

RONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION

3925 CHESTNUT STREET
PHILADELPHIA,PA19104 		  PC JOY & HEALING THROUGH MUSIC & ART THERAPY: A RMHC PHILLY & SETTLEMENT MUSIC SCHOOL COLLABORATION 10,000

ROYER-GREAVES

118 S VALLEY ROAD
PAOLI,PA193011444 		  PC ENVISIONISING ARTS PROGRAM 10,000

SHRINERS HOSPITALS FOR CHILDREN

3551 N BROAD STREET
PHILADELPHIA,PA19140 		  PC 2023 WHEELCHAIR AND SEATING PROGRAM 10,000

THE STAGECRAFTERS THEATER

8130 GERMANTOWN AVENUE
PHILADELPHIA,PA19118 		  PC SUPPORT FOR THE 2023-2024 SEASON 10,000

THEATRE PHILADELPHIA

1315 WALNUT STREET SUITE 732
PHILADELPHIA,PA19107 		  PC SYLVIA W. KAUDERS AWARD FOR OUTSTANDING SUPPORTING PERFORMANCE IN A PLAY 10,000

TRANSPLANT FOUNDATION

401 N 3RD STREET
PHILADELPHIA,PA19123 		  PC CAMP JEREMY 2024 10,000

VARIETY-THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY

2950 POTSHOP ROAD PO BOX 609
WORCESTER,PA19490 		  PC PROGRAMS FOR YOUTH AND YOUNG ADULTS WITH DISABILITIES 10,000

WOMEN'S OPPORTUNITIES RESOURCE CENTER

2010 CHESTNUT STREET
PHILADELPHIA,PA19103 		  PC FAMILY FINANCIAL CAPABILITY PROGRAM 10,000
Total .................................right arrow 3a 360,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 10,728  
4 Dividends and interest from securities ....     14 140,598  
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 65,115  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTIES 		    15 3,278  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 219,719 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
219,719
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE SYLVIA W AND RANDLE M KAUDERS
FOUNDATION INC
Employer identification number

81-3965327
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE SYLVIA W AND RANDLE M KAUDERS
FOUNDATION INC 		Employer identification number
81-3965327
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ESTATE OF SYLVIA W KAUDERS
 
C/O JOEL E OSHTRY ESQ 1819 JFK BLVD
 
PHILADELPHIA, PA19103

$ 39,309


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE SYLVIA W AND RANDLE M KAUDERS
FOUNDATION INC 		Employer identification number

81-3965327
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE SYLVIA W AND RANDLE M KAUDERS
FOUNDATION INC 		Employer identification number

81-3965327
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,100 0   4,100

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
Name of Bond End of Year Book Value End of Year Fair Market Value
AT&T INC, 70,000 SH 61,253 61,253
BANK OF NOVA SCOTIA, 25,000 SH 23,667 23,667
CITIZENS FINANCIAL GROUP INC, 75,000 SH 69,740 69,740
DLR, 60,000 SH 58,494 58,494
DOMINION ENERGY GAS HLDG, 45,000 SH 44,164 44,164
ESSENTIAL UTILITIES INC, 55,000 SH 48,162 48,162
GOLDMAN SACHS GROUP, 65,000 SH 63,718 63,718
MCDONALDS CORP, 25,000 SH 24,304 24,304
NEXTERA ENERGY CAPITAL HOLDINGS, 65,000 SH 55,581 55,581
OKLAHOMA GAS AND ELECTRIC CO, 60,000 SH 54,921 54,921
PNC FINANCIAL, 75,000 SH 71,000 71,000
PACIFICORP, 50,000 SH 43,167 43,167
UNITED TECHNOLOGIES CORP, 75,000 SH 73,949 73,949
ISHARES 0-5 YEAR TIPS BOND ETF, 634 SH 62,506 62,506
ISHARES BARCLAYS MBS FUND, 1,044 SH 98,220 98,220
ISHARES FLOATING RATE FUND, 1,290 SH 65,300 65,300

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
Name of Stock End of Year Book Value End of Year Fair Market Value
AIR PRODS & CHEMS INC, 365 SH 99,937 99,937
APPLE INC, 1,415 SH 272,430 272,430
AVANTIS EMERGING MARKETS EQUITY ETF, 3,865 SH 217,947 217,947
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF, 2,530 SH 158,100 158,100
BLACKROCK INC, 235 SH 190,773 190,773
CVS HEALTH CORPORATION, 1,010 SH 79,750 79,750
CHEVRON CORPORATION, 440 SH 65,630 65,630
COCA COLA CO, 1,195 SH 70,421 70,421
COSTCO WHSL CORP, 250 SH 165,020 165,020
HONEYWELL INTL INC, 1,195 SH 133,166 133,166
JPMORGAN CHASE & CO, 250 SH 156,492 156,492
JOHNSON & JOHNSON, 635 SH 134,796 134,796
LOWES COS INC, 920 SH 125,741 125,741
MASTERCARD INC, 860 SH 157,809 157,809
MCKESSON CORP, 145 SH 67,132 67,132
MICROSOFT CORP, 800 SH 300,832 300,832
NIKE INC, 565 SH 61,342 61,342
ORACLE CORP, 1,035 SH 109,120 109,120
PEPSICO INC, 800 SH 135,872 135,872
RTX CORP, 1,292 SH 108,709 108,709
S&P GLOBAL INC, 285 SH 125,548 125,548
SPDR S&P 600 SMALL CAP GROWTH, 190 SH 15,890 15,890
STARBUCKS CORP, 610 SH 58,566 58,566
TJX COS INC NEW, 975 SH 91,465 91,465
TEXAS INSTRS INC, 410 SH 69,889 69,889
THERMO FISHER SCIENTIFIC INC, 170 SH 90,234 90,234
UNITED PARCEL SERVICE INC, 405 SH 63,678 63,678
UNITEDHEALTH GROUP INC, 305 SH 160,573 160,573
VANGUARD FTSE EUROPE ETF, 1,614 SH 104,071 104,071
VANGUARD FTSE PACIFIC ETF, 2,050 SH 147,661 147,661
ISHARES CORE MSCI EAFE ETF, 4,170 SH 293,359 293,359
ISHARES CORE MSCI EMERGING, 5,435 SH 274,902 274,902
ISHARES S&P MIDCAP 400 INDEX, 510 SH 141,347 141,347
ISHARES S&P SMALLCAP 600 FND, 3,260 SH 352,895 352,895
ACCENTURE PLC ADR, 600 SH 210,546 210,546
AON PLC, 230 SH 66,935 66,935
EATON CORP PLC, 360 SH 86,695 86,695
MEDTRONIC PLC ADR, 1,230 SH 101,327 101,327

TY 2023 InvestmentsGovtObligationsSch
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
US Government Securities - End of Year Book Value:

104,143
US Government Securities - End of Year Fair Market Value:

104,143
State & Local Government Securities - End of Year Book Value:


33,210
State & Local Government Securities - End of Year Fair Market Value:


33,210


TY 2023 LegalFeesSchedule
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 17,752 0   17,752


TY 2023 OtherExpensesSchedule
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 33 33   0
OFFICE SUPPLIES 50 0   50
PURCHASE OF ACCRUED INTEREST 173 173   0
AMORTIZATION OF BOND PREMIUM 3,753 3,753   0
INSURANCE 698 0   698
INFORMATION TECHNOLOGY 7,364 0   7,364
POSTAGE 11 0   11


TY 2023 OtherIncomeSchedule2
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 3,278   3,278


TY 2023 OtherIncreasesSchedule
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
Description Amount
UNREALIZED GAIN ON INVESTMENTS 458,586


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SYLVIA W AND RANDLE M KAUDERS
 
FOUNDATION INC
EIN:
81-3965327
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 43,519 43,519   0
FOUNDATION MANAGEMENT FEES 67,981 0   67,981