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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
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$16,176,676J 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... 306,901 306,901  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,175,283
b Gross sales price for all assets on line 6a 2,593,557
7 Capital gain net income (from Part IV, line 2)... 1,175,283
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........ 1,482,184 1,482,184  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 124,243 93,182   31,061
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
1,295 0 0 1,295
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
45,323     45,323
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,238 11,266   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
527 527    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 183,626 104,975 0 77,679
25 Contributions, gifts, grants paid....... 655,077 655,077
26 Total expenses and disbursements. Add lines 24 and 25 838,703 104,975 0 732,756
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 643,481
b Net investment income (if negative, enter -0-) 1,377,209
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 2,262 3,388 3,388
2 Savings and temporary cash investments......... 580,726 746,962 746,962
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)....... 3,635,720 Click to see attachment
List of Attached Documents:
// Content
3,831,281 		3,623,475
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).......... 7,680,992 Click to see attachment
List of Attached Documents:
// Content
7,960,166 		11,802,851
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) 11,899,700 12,541,797 16,176,676
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........ 11,899,700 12,541,797
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)..... 11,899,700 12,541,797
30 Total liabilities and net assets/fund balances (see instructions). 11,899,700 12,541,797
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
11,899,700
2
Enter amount from Part I, line 27a .....................
2
643,481
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
929
4
Add lines 1, 2, and 3 ..........................
4
12,544,110
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,541,797
Form 990-PF (2024)
Form 990-PF (2024)
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 15000. US TREASURY NOTE 1.750% 7/31/24   2019-08-21 2024-01-09
b 20000. US TREASURY NOTE 1.000% 12/15/24   2023-01-23 2024-01-09
c 638.49 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-01-15
d 159.35 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-01-15
e 85000. FED HOME LN BK 0.500% 4/14/25   2020-05-04 2024-01-22
831.95 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-02-15
234.5 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-02-15
208.74 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-02-25
340.61 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-02-25
66.71 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-02-25
75000. PEPSICO INC 3.600% 3/01/24   2015-02-20 2024-03-01
75000. CHEVRON CORP 2.895% 3/03/24   2019-07-16 2024-03-03
75000. SANTANDER UK PLC 4.000% 3/13/24   2019-07-16 2024-03-13
638.06 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-03-15
498.74 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-03-15
218.92 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-03-25
386.94 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-03-25
133.04 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-03-25
70000. US TREASURY NOTE 4.250% 9/30/24   2024-03-01 2024-04-12
772.65 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-04-15
134. FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-04-15
15000. HUNTINGTON BANCSHARE 2.625% 8/06/24   2020-11-05 2024-04-24
241.76 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-04-25
611.71 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-04-25
62.14 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-04-25
665.64 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-05-15
136.71 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-05-15
210.75 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-05-25
478.12 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-05-25
58.38 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-05-25
2192.05 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-05-25
45000. US TREASURY NOTE 4.250% 9/30/24   2024-03-13 2024-05-30
623.51 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-06-15
333.62 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-06-15
298.78 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-06-25
413.51 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-06-25
59.22 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-06-25
2210.72 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-06-25
35000. FISERV INC 2.750% 7/01/24   2020-03-02 2024-07-01
607.59 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-07-15
174.32 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-07-15
233.54 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-07-25
624.1 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-07-25
60.06 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-07-25
1365.61 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-07-25
682.62 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-08-15
234.35 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-08-15
220.19 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-08-25
438.77 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-08-25
60.25 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-08-25
1868.01 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-08-25
25000. FED NATL MTG ASSN 0.625% 4/22/25   2020-05-04 2024-08-27
645.35 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-09-15
440.28 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-09-15
221.27 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-09-25
450.48 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-09-25
105.34 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-09-25
1531.71 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-09-25
45000. FED NATL MTG ASSN 0.625% 4/22/25   2020-05-04 2024-09-30
25000. US TREASURY NOTE 4.250% 9/30/24   2024-03-13 2024-09-30
544.93 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-10-15
446.73 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-10-15
35000. ANTHEM INC 2.375% 1/15/25   2020-10-29 2024-10-21
235.1 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-10-25
447.08 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-10-25
58.59 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-10-25
2290.74 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-10-25
30000. BOEING CO 2.850% 10/30/24   2016-03-08 2024-10-30
556.57 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-11-15
177.82 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-11-15
287.86 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-11-25
553.12 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-11-25
58.68 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-11-25
5619.73 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-11-25
7606.085 HARBOR CAPITAL APPREC-RET #2512   2007-01-25 2024-11-27
1844. ISHARES RUSSELL MID-CAP GROWTH   2015-04-30 2024-11-27
2824.859 PRINCIPAL MIDCAP FUND-R6 #4268   2019-07-31 2024-11-27
840.76 VANGUARD INTL GRTH FD-ADM 581   2020-07-02 2024-11-27
571.88 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2024-12-15
179.62 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2024-12-15
220.67 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-12-25
442.51 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-12-25
95.04 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-12-25
1621.91 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-12-25
202.19 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2024-12-31
553.43 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2024-12-31
58.98 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2024-12-31
919.32 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2024-12-31
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 14,723   15,202 -479
b 19,305   18,828 477
c 638   661 -23
d 159   164 -5
e 80,766   84,719 -3,953
832   862 -30
235   242 -7
209   221 -12
341   361 -20
67   70 -3
75,000   80,241 -5,241
75,000   78,140 -3,140
75,000   79,821 -4,821
638   661 -23
499   514 -15
219   232 -13
387   410 -23
133   140 -7
69,677   69,620 57
773   800 -27
134   138 -4
14,853   16,027 -1,174
242   256 -14
612   648 -36
62   65 -3
666   689 -23
137   141 -4
211   223 -12
478   507 -29
58   61 -3
2,192   2,195 -3
44,828   44,752 76
624   646 -22
334   344 -10
299   317 -18
414   438 -24
59   62 -3
2,211   2,214 -3
35,000   36,772 -1,772
608   629 -21
174   180 -6
234   248 -14
624   661 -37
60   63 -3
1,366   1,368 -2
683   707 -24
234   242 -8
220   233 -13
439   465 -26
60   63 -3
1,868   1,871 -3
24,336   25,044 -708
645   668 -23
440   454 -14
221   235 -14
450   477 -27
105   110 -5
1,532   1,534 -2
44,069   45,079 -1,010
25,000   24,862 138
545   564 -19
447   461 -14
34,758   37,216 -2,458
235   249 -14
447   474 -27
59   61 -2
2,291   2,294 -3
30,000   30,532 -532
557   576 -19
178   183 -5
288   305 -17
553   586 -33
59   62 -3
5,620   5,628 -8
950,000   414,724 535,276
250,270   90,139 160,131
140,000   84,887 55,113
96,662   100,000 -3,338
572   592 -20
180   185 -5
221   234 -13
443   469 -26
95   100 -5
1,622   1,624 -2
202   214 -12
553   587 -34
59   62 -3
919   921 -2
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
      454,339
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       -479
b       477
c       -23
d       -5
e       -3,953
      -30
      -7
      -12
      -20
      -3
      -5,241
      -3,140
      -4,821
      -23
      -15
      -13
      -23
      -7
      57
      -27
      -4
      -1,174
      -14
      -36
      -3
      -23
      -4
      -12
      -29
      -3
      -3
      76
      -22
      -10
      -18
      -24
      -3
      -3
      -1,772
      -21
      -6
      -14
      -37
      -3
      -2
      -24
      -8
      -13
      -26
      -3
      -3
      -708
      -23
      -14
      -14
      -27
      -5
      -2
      -1,010
      138
      -19
      -14
      -2,458
      -14
      -27
      -2
      -3
      -532
      -19
      -5
      -17
      -33
      -3
      -8
      535,276
      160,131
      55,113
      -3,338
      -20
      -5
      -13
      -26
      -5
      -2
      -12
      -34
      -3
      -2
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,175,283
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 19,143
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 19,143
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 19,143
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,908
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 1,908
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 17,235
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		124,243    
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
15,353,289
b
Average of monthly cash balances.......................
1b
481,080
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,834,369
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
15,834,369
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
237,516
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,596,853
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
779,843
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
779,843
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
19,143
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,143
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
760,700
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
760,700
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
760,700
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
732,756
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
732,756
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 760,700
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 487,812
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 732,756
a Applied to 2023, but not more than line 2a 487,812
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 2024 distributable amount..... 244,944
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		515,756
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

CENTER FOR SCHOLARSHIP ADMIN

4320 WADE HAMPTON BLVD
TAYLORS,SC29687 		NONE PC SCHOLARSHIP 328,211

UNITED NEGRO COLLEGE FUND

1805 7TH STREET NW
WASHINGTON,DC20001 		NONE PC SCHOLARSHIPS 32,821

LINCOLN UNIVERSITY

1570 BALTIMORE PIKE
LINCOLN UNIVERSITY,PA19352 		NONE PC SCHOLARSHIPS 131,284

TEMPLE UNIVERSITY

1852 N 10TH ST WACHMAN HALL RM 1108
PHILADELPHIA,PA19122 		NONE PC SCHOLARSHIP 32,821

FAMILY SERVICE OF CHESTER COUNTY

310 N MATLACK ST
WEST CHESTER,PA19380 		NONE PC GENERAL OPERATING 10,000

PHILADELPHIA CORPORATION FOR AGING

642 N BROAD STREET
PHILADELPHIA,PA19130 		NONE PC GENERAL OPERATING 10,000

PHILADELPHIA VIP INC

1500 JOHN F KENNEDY BLVD
PHILADELPHIA,PA19102 		NONE PC GENERAL OPERATING 15,000

CHESTNUT HILL MEALS ON WHEELS

1710 BETHLEHEM PIKE
FLOURTOWN,PA19031 		NONE PC GENERAL OPERATING 12,940

OPERATION WARM INC

POST OFFICE BOX 822431
PHILADELPHIA,PA191822431 		NONE PC GENERAL OPERATING 15,000

BABY BUREAU

225 NEWTOWN ROAD
WARMINSTER,PA18974 		NONE PC GENERAL OPERATING 5,000

PEOPLE ADVANCING REINTEGRATION INC

2024 W HUNTING PARK AVENUE
PHILADELPHIA,PA19140 		NONE PC GENERAL OPERATING 20,000

INNER STRENGTH EDUCATION

622 S 4TH ST UNIT 63767
PHILADELPHIA,PA191471641 		NONE PC GENERAL OPERATING 17,000

BRIGHTER HORIZON FOUNDATION

739 WESTVIEW ST
PHILADELPHIA,PA19119 		NONE PC GENERAL OPERATING 15,000

YOURPATH FOR ADULT LEARNERS

8122 BUIST AVENUE
PHILADELPHIA PA,PA19153 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 655,077
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 306,901  
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 1,175,283  
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) ..   1,482,184  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,482,184
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 1,295     1,295

TY 2024 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    
097023BH7 BOEING CO 2.850% 10/    
58013MEU4 MCDONALD'S CORP 41,388 39,785
00185AAK0 AON PLC 37,836 34,735
166764BT6 CHEVRON CORP    
80283LAJ2 SANTANDER UK PLC    
92343VDY7 VERIZON COMMUNICATIO 38,495 34,605
00206RKG6 AT&T INC 40,713 36,373
00287YAQ2 ABBVIE INC 38,830 34,855
036752AJ2 ANTHEM INC    
14040HBG9 CAPITAL ONE FINANCIA 42,553 39,992
20030NBW0 COMCAST CORP 53,667 47,799
316773DA5 FIFTH THIRD BANCORP 37,699 33,235
337738AS7 FISERV INC    
446150AQ7 HUNTINGTON BANCSHARE    
49326EEK5 KEYCORP 37,303 33,023
863667BA8 STRYKER CORP 45,661 44,280
882508BH6 TEXAS INSTRUMENTS IN 81,258 79,502
961214DW0 WESTPAC BANKING CORP 80,692 67,390
96949LAD7 WILLIAMS PARTNERS LP 38,737 34,115
98389BAR1 XCEL ENERGY INC 43,902 39,706
035240AV2 ANHEUSER-BUSCH INBEV 45,671 37,502
09247XAR2 BLACKROCK INC 39,105 33,705
25466AAJ0 DISCOVER BANK 38,291 34,214
30231GBN1 EXXON MOBIL CORPORAT 77,806 66,824
446150AS3 HUNTINGTON BANCSHARE 26,308 21,992
693475AZ8 PNC FINANCIAL SERVIC 77,106 66,603
857477BG7 STATE STREET CORP 78,237 67,150
91324PDX7 UNITEDHEALTH GROUP 78,610 68,955
931142ET6 WALMART INC 39,386 33,388
912828U24 US TREASURY NOTE 2.0 92,658 93,097
3135G03U5 FED NATL MTG ASSN    
91282CDN8 US TREASURY NOTE 1.0    
91282CFV8 US TREASURY NOTE 4.1 72,464 68,272
91282CCS8 US TREASURY NOTE 9,786 8,161
912828YQ7 US TREASURY NOTE 143,586 138,376
91282CFF3 US TREASURY NOTE 106,847 101,985
912828Y87 US TREASURY NOTE    
912828ZQ6 US TREASURY NOTE 136,920 114,876
91282CEP2 US TREASURY NOTE 86,586 80,829
91282CDJ7 US TREASURY NOTE 1.3 108,579 102,145
912828YB0 US TREASURY NOTE 193,122 173,070
3130AJHU6 FED HOME LN BK    
912828V98 US TREASURY NOTE 163,925 164,102
9128286B1 US TREASURY NOTE 133,843 128,085
031162CT5 AMGEN INC 46,251 47,410
126650DY3 CVS HEALTH CORP 37,740 38,346
26441CBL8 DUKE ENERGY CORP 41,742 42,690
38141GYJ7 VR GOLDMAN SACHS GRO 58,616 62,505
459200JZ5 IBM CORP 71,300 73,646
6174468C6 MORGAN STANLEY 58,417 59,755
9128284N7 US TREASURY NOTE 159,354 157,608
9128286A3 US TREASURY NOTE 102,446 103,222
91282CGM7 US TREASURY NOTE 72,094 69,772
91282CHC8 US TREASURY NOTE 110,786 105,683
91282CHT1 US TREASURY NOTE 47,299 47,586
036752AZ6 ELEVANCE HEALTH INC 50,728 49,555
053332AZ5 AUTOZONE INC 33,366 33,320
06051GJZ3 VR BANK OF AMERICA 66,044 68,068
166764BY5 CHEVRON CORP 66,734 66,056
337738BH0 FISERV INC 36,873 35,617
37045XDL7 GENERAL MOTORS FINL 40,997 42,365
68389XCE3 ORACLE CORP 34,592 35,198
907818FU7 UNION PACIFIC CORP 65,828 64,748
91159HJK7 VR US BANCORP 24,095 24,747
912810FP8 US TREASURY BOND 5.3 32,210 31,460
91282CJZ5 US TREASURY NOTE 52,931 52,655
91282CLF6 US TREASURY NOTE 113,268 108,737

TY 2024 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 4,067 3,903
3137BKD72 FED HOME LN MTG CORP AT COST 3,455 3,323
36250PAC9 GS MORTGAGE SECURITI AT COST 88,075 81,043
90276RBD9 UBS COMMERCIAL MORTG AT COST 108,097 95,292
704223817 IMPAX SMALL CAP-INS AT COST 343,109 433,638
00888Y847 INVESCO BAL RSK COMM AT COST 111,400 122,145
922031760 VANGUARD HIGH YIELD AT COST 313,000 290,885
3140J5LJ6 FNMA POOL #BM1228 AT COST 20,655 18,677
921910501 VANGUARD INTL GRTH F      
464287499 ISHARES RUSSELL MID- AT COST 53,959 295,521
74256W584 PRINCIPAL MIDCAP FUN AT COST 599,070 1,132,026
3132A8DC0 FHLMC POOL #ZS7299 AT COST 9,761 8,871
00143W859 INV OPP DEVELOP MRKT AT COST 419,145 462,093
61760X760 MSIF-INTERNATIONAL E AT COST 259,795 210,742
003021714 ABERDEEN EMERG MARKE AT COST 349,473 266,366
77954Q403 T ROWE PRICE BLUE CH AT COST 700,000 1,149,430
85917K546 STERLING CAP STR S/C AT COST 250,346 179,266
464287481 ISHARES RUSSELL MID- AT COST 151,193 392,038
55273H353 MFS VALUE FUND-R6 48 AT COST 379,675 600,281
31417GLR5 FNMA POOL #AB9335 AT COST 2,188 2,037
464287200 ISHARES CORE S & P 5 AT COST 611,734 2,324,697
411512528 HARBOR CAPITAL APPRE AT COST 434,638 1,192,028
89154M702 TOUCHSTONE SANDS EM AT COST 400,000 252,502
04314H758 ARTISAN SMALL CAP FU AT COST 386,389 269,176
693390841 PIMCO HIGH YIELD FD- AT COST 313,834 286,399
298706110 AMER FNDS EUROPAC GR AT COST 250,071 304,329
31641Q755 FIDELITY NEW MRKTS I AT COST 445,653 380,414
413838574 OAKMARK INTERNATIONA AT COST 235,000 352,080
46090F100 INVESCO OPTIMUM YIEL AT COST 142,677 134,109
31418E5W6 FNMA POOL #MA5360 AT COST 71,400 71,780
464287465 ISHARES MSCI EAFE ET AT COST 502,307 487,760

TY 2024 OtherDecreasesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Description Amount
MUTUAL FUND TIMING ADJ 643
CY PURCHASE OF ACCRUED INTEREST 1,595
PY PENDING SALES 53
ROUNDING 22


TY 2024 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 527 527   0


TY 2024 OtherIncreasesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Description Amount
PY PURCHASE OF ACCRUED INTEREST 880
CY PENDING SALES 49


TY 2024 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 15,784     15,784
SCHOLARSHIP ADMIN FEES 29,539     29,539


TY 2024 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 11,094 11,094   0
FEDERAL ESTIMATES - PRINCIPAL 972 0   0
FOREIGN TAXES ON NONQUALIFIED 172 172   0