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
ANNE & PHILIP GLATFELTER III FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)CO BMTC 1 E CHOCOLATE AVE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HERSHEY, PA17033
A Employer identification number

23-3094915
B Telephone number (see instructions)

(717) 534-3225
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$29,371,868J 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 9,868 9,868  
4 Dividends and interest from securities... 655,089 655,089  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 998,271
b Gross sales price for all assets on line 6a 5,460,436
7 Capital gain net income (from Part IV, line 2)... 998,271
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).......      
12 Total. Add lines 1 through 11........ 1,663,228 1,663,228  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,813 1,194   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
87,014 87,014   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 108,827 88,208   0
25 Contributions, gifts, grants paid....... 1,445,500 1,445,500
26 Total expenses and disbursements. Add lines 24 and 25 1,554,327 88,208   1,445,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 108,901
b Net investment income (if negative, enter -0-) 1,575,020
c Adjusted net income (if negative, enter -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 Savings and temporary cash investments......... 602,252 1,430,041 1,430,041
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) 1,839,611 Click to see attachment
List of Attached Documents:
// Content
2,180,357 		2,151,756
b Investments—corporate stock (attach schedule)....... 4,783,469 Click to see attachment
List of Attached Documents:
// Content
4,237,049 		14,107,413
c Investments—corporate bonds (attach schedule)....... 1,579,262 Click to see attachment
List of Attached Documents:
// Content
1,747,855 		1,768,506
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).......... 9,132,576 Click to see attachment
List of Attached Documents:
// Content
8,450,769 		9,914,152
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) 17,937,170 18,046,071 29,371,868
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...........    
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........ 17,815,260 18,042,829
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 121,910 3,242
29 Total net assets or fund balances (see instructions)..... 17,937,170 18,046,071
30 Total liabilities and net assets/fund balances (see instructions). 17,937,170 18,046,071
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
17,937,170
2
Enter amount from Part I, line 27a .....................
2
108,901
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,046,071
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
18,046,071
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 SALE OF SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 5,322,559   4,462,165 860,394
b 137,877     137,877
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       860,394
b       137,877
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 2 998,271
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 21,893
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 21,893
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 21,893
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,311
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 17,311
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 4,582
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 arrow   Refundedright arrow 11  
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$ 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 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowN/A
14
The books are in care ofright arrowBRYN MAWR TRUST CO Telephone no.right arrow (717) 534-3225

Located atright arrow1 E CHOCOLATE AVENUE SUITE 200HERSHEYPA ZIP+4right arrow17033
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)
 
No
(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
 
 
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)
 
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
PATRICIA G FOULKROD PRESIDENT
2.00 		0 0 0
240 SHADY LANE
HUMMELSTOWN,PA17036
CASSANDRA KALDOR SECRETARY
2.00 		0 0 0
716 ADELAINE AVENUE
SOUTH PASADENA,CA91030
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 N/A 0
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 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
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
28,075,373
b
Average of monthly cash balances.......................
1b
1,038,240
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,113,613
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
29,113,613
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
436,704
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,676,909
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,433,845
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
1,433,845
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,893
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,893
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,411,952
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,411,952
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
1,411,952
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
1,445,500
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
1,445,500
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 1,411,952
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 42,253
e From 2023...... 225,194
f Total of lines 3a through e ........ 267,447
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,445,500
a Applied to 2023, 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 2024 distributable amount..... 1,411,952
e Remaining amount distributed out of corpus 33,548
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 5 300,995
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 .......... 		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 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 ...... 		300,995
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 42,253
d Excess from 2023.... 225,194
e Excess from 2024.... 33,548
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:
LISA PIERGALLINI SVP BRYN MAWR TRUS
1 E CHOCOLATE AVE SUITE 200
HERSHEY,PA17033
(717) 534-3225
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORM DISTRIBUTED BY FOUNDATION UPON REQUEST
cAny submission deadlines:
AS STATED ON THE APPLICATION FORM
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AS STATED ON THE APPLICATION FORM
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

ADAMS COUNTY ARTS COUNCIL

125 S WASHINGTON ST
GETTYSBURG,PA17325 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

AMERICA'S GROW A ROW

150 PITTSTOWN ROAD
PITTSTOWN,NJ08867 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

ANGEL FLIGHT EAST

1501 NARCISSA ROAD
BLUE BELL,PA19422 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

ARDEN THEATRE COMPANY

40 N 2ND STREET
PHILADELPHIA,PA19106 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35,000

BALLETX

265 S BROAD STREET
PHILADELPHIA,PA19107 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40,000

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

BETHESDA MISSION

P O BOX 3041
HARRISBURG,PA17105 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

BOYS AND GIRLS CLUB OF HARRISBURG

1227 BERRYHILL ST
HARRISBURG,PA17104 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 30,000

BREAKTHROUGH OF GREATER PHILADELPHIA

34 WEST COULTER STREET
PHILADELPHIA,PA19144 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

BYRNES HEALTH EDUCATION CENTER

515 SOUTH GEORGE STREET
YORK,PA17401 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

CAPITAL AREA GIRLS ON THE RUN

123 N ENOLA DRIVE SUITE 1A
ENOLA,PA17025 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

CARING CUPBOARD

131 N RAILROAD STREET
PALMYRA,PA17078 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 8,000

CENTRAL PA YOUTH BALLET

5 NORTH ORANGE ST SUITE 3
CARLISLE,PA17013 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

CHAMPIONS FOR CHILDREN OF THE CAPITAL AREA

55 MILLER STREET
ENOLA,PA17025 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 12,500

CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA

1500 WALNUT ST SUITE 1300
PHILADELPHIA,PA19102 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 12,000

COLLEGE POSSIBLE PHILADELPHIA

2000 HAMILTON ST SUITE 303
PHILADELPHIA,PA19130 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

COMMUNITIES IN SCHOOLS OF PA

234 STATE ST
HARRISBURG,PA17101 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

COMMUNITY CHECK UP CENTER

38-C HALL MANOR
HARRISBURG,PA17104 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

CULTURAL ALLIANCE OF YORK COUNTY INC

2536 EASTE PMB402
YORK,PA17401 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35,000

DAUPHIN COUNTY CASA

2080 LINGLESTOWN ROAD SUITE 106
HARRISBURG,PA17110 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5,000

DREAM WRIGHTS YOUTH & FAMILY THEATRE

100 CARLISLE AVE
YORK,PA17401 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 7,500

ELUNA

1617 JFK BLVD SUITE 935
PHILADELPHIA,PA19103 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

FOUNDATION FOR ENHANCING COMMUNITY

200 N 3RD ST
HARRISBURG,PA17108 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5,000

FRIENDSHIP HOSE CO 1

73 S MAIN STREET
SPRING GROVE,PA17362 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25,000

GAMUT THEATRE

15 N 4TH STREET
HARRISBURG,PA17101 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5,000

GRETNA MUSIC

PO BOX 366
MT GRETNA,PA17064 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25,000

GRETNA THEATRE

PO BOX 578
MT GRETNA,PA17064 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

HARRISBURG SYMPHONY ORCHESTRA

800 CORPORATE CIRCLE SUITE 101
HARRISBURG,PA17110 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

HEALTHY NEWSWORKS

PO BOX 431
DREXEL HILL,PA19026 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

HOSPICE OF CENTRAL PA

1320 LINGLESTOWN RD
HARRISBURG,PA17110 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

INTERFAITH CENTER-PHILADELPHIA

100 W OXFORD STREET
PHILADELPHIA,PA19122 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

JOSHUA GROUP

1442 MARKET STREET
HARRISBURG,PA17103 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

JR ACHIEVEMENT OF SOUTH CENTRAL PA

610 SOUTH GEORGE STREET
YORK,PA17401 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

KEYSTONE HUMAN SERVICES

4391 STURBRIDGE DRIVE
HARRISBURG,PA17110 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

KIDS SMILES INC

219 B CHESTER PIKE
NORWOOD,PA19074 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

KUTZTOWN UNIVERSITY FOUNDATION

15197 KLUTZTOWN RD
KUTZTOWN,PA19530 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 12,500

LEBANON VALLEY VOLUNTEERS IN MED

711 SOUTH 8TH STREET
LEBANON,PA17042 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

LIGHTHOUSE VOCATIONAL SERVICES

144 ORLAN RD
NEW HOLLAND,PA17557 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

MANN CENTER FOR THE PERFORMING ARTS

123 SOUTH BROAD STREET SUITE 1930
PHILADELPHIA,PA19109 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

MIDWEST FOOD BANK PA

2700 COMMERCE DRIVE
MIDDLETOWN,PA17057 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

MIGHTY WRITERS

1501 CHRISTIAN STREET
PHILADELPHIA,PA19146 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

MOM'S HOUSE INC OF GREATER PHILADELPHIA

145 S MAIN STREET
PHOENIXVILLE,PA19460 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

MT AIRY ART GARAGE

6622 GERMANTOWN AVENUE
PHILADELPHIA,PA19119 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 2,500

NATIVITY SCHOOL OF HARRISBURG

2101 N 5TH ST
HARRISBURG,PA17110 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35,000

NED SMITH CENTER FOR NATURE AND ART

176 WATER COMPANY ROAD
MILLERSBURG,PA17061 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

NETWORK FOR NEW MUSIC

6757 GREENE ST SUITE 400
PHILADELPHIA,PA19119 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

NEW HOPE MINISTRIES

99 W CHURCH ST
DILLSBURG,PA17019 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

NICHE CLINIC

514 SOUTH STREET UNIT 305
PHILADELPHIA,PA19147 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

PA BREAST CANCER COALITION

2397 QUENTIN RD SUITE B
LEBANON,PA17042 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

PA FRIENDS OF AGRICULTURE

510 SOUTH 31ST ST PO BOX 8736
CAMP HILL,PA17001 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 12,500

PAPPUS HOUSE

253 CHERRY STREET
YORK,PA17402 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

PENNSYLVANIA BALLET ASSOCIATION

323 N BROAD STREET
PHILADELPHIA,PA19107 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25,000

PENNSYLVANIA COALITION AGAINST DOMESTIC VIOLENCE

3605 VARTAN WAY SUITE 101
HARRISBURG,PA17110 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

PENNSYLVANIA STATE UNIVERSITY COLLEGE OF MEDICINE

PO BOX 852
HERSHEY,PA17033 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40,000

PHILABUNDANCE

3616 S GALLOWAY STREET PO BOX 3755
PHILADELPHIA,PA19148 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

PHILADELPHIA EDUCATION FUND

718 ARCH STREET 700N
PHILADELPHIA,PA19106 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 12,000

PHILADELPHIA MUSEUM OF ART

2600 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

PHILADELPHIA ORCHESTRA

ONE SOUTH BROAD ST 14TH FLOOR
PHILADELPHIA,PA19107 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

PHILADELPHIA SCENIC WORKS

2855 EMERALD STREET
PHILADELPHIA,PA19134 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

PLAY ON PHILLY

PO BOX 8662
PHILADELPHIA,PA19101 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

POWER PACKS PROJECT

1915 OLDE HOMESTEAD LANE STE 102
LANCASTER,PA17601 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5,000

PROJECT HOME

1515 FAIRMOUNT AVE
PHILADELPHIA,PA19130 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

SALVATION ARMY HARRISBURG

506 S 29TH ST
HARRISBURG,PA17014 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25,000

SERVANTS INC

100 REDCO AVE
RED LION,PA17356 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

SETTLMENT MUSIC SCHOOL

PO BOX 63966
PHILADELPHIA,PA19147 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

STATE STREET ACADEMY OF MUSIC AT ST LAWRENCE

110 STATE STREET
HARRISBURG,PA17101 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 7,500

STUDENTS RUN PHILLY STYLE

1819 JOHN F KENNEDY BLVD 480
PHILADELPHIA,PA19103 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5,000

SUSQUEHANNA ART MUSEUM

1401 NORTH 3RD ST
HARRISBURG,PA17012 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

SUSQUEHANNA CHORALE

PO BOX 397
MECHANICSBURG,PA17055 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 6,000

THE CROSSING INC

8855 GERMANTOWN AVE
PHILADELPHIA,PA19118 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40,000

THEATRE HORIZON

401 DEKALB STREET
NORRISTOWN,PA19401 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 7,500

UNIVERSITY CITY ARTS LEAGUE

4226 SPRUCE STREET
PHILADELPHIA,PA19104 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5,000

UNSCRIPTED PROJECT

3720 SPRUCE ST SUITE 404
PHILADELPHIA,PA19104 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

VARIETY THE CHILDREN'S CHARITY

11279 PERRY HIGHWAY SUITE 512
WEXFORD,PA15090 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5,000

VETERANS OUTREACH OF PENNSYLVANIA

PO BOX 6127
HARRISBURG,PA17112 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

VISTA FOUNDATION

1021 SPRINGBOARD DRIVE
HERSHEY,PA17033 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

WHITAKER CENTER FOR SCIENCE AND THE ARTS

222 MARKET ST
HARRISBURG,PA17101 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20,000

WITF INC

4801 LINDLE ROAD
HARRISBURG,PA17111 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 50,000

WOODMERE ART MUSEUM

9201 GERMANTOWN AVE
PHILADELPHIA,PA19118 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35,000

YMCA OF YORK & YORK COUNTY

90 NORTH NEWBERRY STREET
YORK,PA17401 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 30,000

YORK COLLEGE OF PA

441 COUNTRY CLUB ROAD
YORK,PA17403 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40,000

YORK COUNTY HISTORY CENTER

250 EAST MARKET STREET
YORK,PA17403 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25,000

YORK COUNTY LIBRARY SYSTEM

159 EAST MARKET STREET
YORK,PA17401 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

YORK FRESH FOOD FARMS

150 WILLIS ROAD
YORK,PA17404 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10,000

YORK LITERACY COUNCIL

1416 6TH AVENUE
YORK,PA17403 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15,000

YORK SYMPHONY ORCHESTRA

50 N GEORGE ST
YORK,PA17401 		NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35,000
Total .................................right arrow 3a 1,445,500
bApproved for future payment
Total ................................. right arrow 3b 0
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
aGRANT REFUND          
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 9,868  
4 Dividends and interest from securities ....     14 655,089  
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 ............ 		    18 998,271  
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) .. 0 1,663,228 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,663,228
(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.)
1A RETURN OF GRANT TO FOUNDATION
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 AllOthProgRltdInvestmentsSch
Name:
ANNE & PHILIP GLATFELTER III FAMILY
 
FOUNDATION
EIN:
23-3094915
Category Amount
N/A 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
ANNE & PHILIP GLATFELTER III FAMILY
 
FOUNDATION
EIN:
23-3094915
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 1,747,855 1,768,506

TY 2024 InvestmentsCorpStockSchedule
Name:
ANNE & PHILIP GLATFELTER III FAMILY
 
FOUNDATION
EIN:
23-3094915
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 4,237,049 14,107,413

TY 2024 InvestmentsGovtObligationsSch
Name:
ANNE & PHILIP GLATFELTER III FAMILY
 
FOUNDATION
EIN:
23-3094915
US Government Securities - End of Year Book Value:

2,180,357
US Government Securities - End of Year Fair Market Value:

2,151,756
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
ANNE & PHILIP GLATFELTER III FAMILY
 
FOUNDATION
EIN:
23-3094915
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS- FIXED AT COST 6,843,206 6,175,334
MUTUAL FUNDS- EQUITY AT COST 1,358,038 2,780,693
ETF- EQUITY AT COST 249,525 958,125

TY 2024 OtherExpensesSchedule
Name:
ANNE & PHILIP GLATFELTER III FAMILY
 
FOUNDATION
EIN:
23-3094915
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BRYN MAWR TRUST INVESTMENT MANAGEMENT FEES 86,990 86,990   0
TAX RELIEF SERVICE FEES 24 24   0


TY 2024 SubstantialContributorsSch
Name:
ANNE & PHILIP GLATFELTER III FAMILY
 
FOUNDATION
EIN:
23-3094915
Name Address
ANNE M GLATFELTER CHARITABLE LEAD TR
  		C/O BRYN MAWR TRUST CO 1 E
CHOCOLATE AVE SUITE 200
HERSHEY,PA17033


TY 2024 TaxesSchedule
Name:
ANNE & PHILIP GLATFELTER III FAMILY
 
FOUNDATION
EIN:
23-3094915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHOLDING 1,194 1,194   0
EXCISE TAX ESTIMATES 17,311 0   0
EXCISE TAX BALANCE DUE 3,308 0   0