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 07-01-2024 , and ending 06-30-2025
Name of foundation
ROSENLUND FAMILY FOUNDATION INV MGR
 
Number and street (or P.O. box number if mail is not delivered to street address)GLENMEDE TRUST COMPANY 1650 MARKET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

23-6243642
B Telephone number (see instructions)

(215) 419-6000
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$3,424,196
J 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... 64,572 64,572  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 342,223
b Gross sales price for all assets on line 6a 1,828,108
7 Capital gain net income (from Part IV, line 2)... 342,223
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........ 406,795 406,795  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 13,200 6,600 0 6,600
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 3,500 0 0 3,500
c Other professional fees (attach schedule).... 9,578 9,578   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,020 1,020   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)....... 2,169     2,169
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,467 17,198 0 12,269
25 Contributions, gifts, grants paid....... 226,000 226,000
26 Total expenses and disbursements. Add lines 24 and 25 255,467 17,198 0 238,269
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 151,328
b Net investment income (if negative, enter -0-) 389,597
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 Savings and temporary cash investments......... 64,215 274,124 274,124
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).......      
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).......... 2,377,307 2,318,208 3,150,072
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) 2,441,522 2,592,332 3,424,196
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........ 2,441,522 2,592,332
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)..... 2,441,522 2,592,332
30 Total liabilities and net assets/fund balances (see instructions). 2,441,522 2,592,332
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
2,441,522
2
Enter amount from Part I, line 27a .....................
2
151,328
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,592,850
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
518
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,592,332
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 21. ABBOTT LABORATORIES   2023-03-14 2024-11-15
b 21. ABBOTT LABORATORIES   2023-03-14 2024-12-30
c 17. ABBOTT LABORATORIES   2023-03-14 2025-03-27
d 19. ABBOTT LABORATORIES   2014-06-19 2025-04-15
e 6. ADOBE SYS INCORP   2022-03-07 2024-11-15
10. ADOBE SYS INCORP   2024-03-15 2024-12-30
5. ADOBE SYS INCORP   2024-03-15 2025-03-27
7. ADOBE SYS INCORP   2022-03-07 2025-04-15
3283. GQG EMERGING MARKETS EQUITY FUND   2023-10-09 2025-04-09
37. ALPHABET INC CAP STK CL C   2022-10-27 2024-11-15
39. ALPHABET INC CAP STK CL C   2017-02-02 2024-12-30
37. ALPHABET INC CAP STK CL C   2016-11-17 2025-03-27
38. ALPHABET INC CAP STK CL C   2016-11-17 2025-04-15
13. AMAZON.COM INC   2021-02-11 2024-11-15
17. AMAZON.COM INC   2021-02-11 2024-12-30
12. AMAZON.COM INC   2021-02-11 2025-03-27
14. AMAZON.COM INC   2021-02-11 2025-04-15
13. AMETEK INC   2016-07-19 2024-11-15
16. AMETEK INC   2016-07-19 2024-12-30
13. AMETEK INC   2016-07-19 2025-03-27
14. AMETEK INC   2016-07-19 2025-04-15
50. AMPHENOL CORP-CL A   2013-10-09 2024-11-15
60. AMPHENOL CORP-CL A   2013-10-09 2024-12-30
56. AMPHENOL CORP-CL A   2013-10-09 2025-03-27
59. AMPHENOL CORP-CL A   2012-10-04 2025-04-15
22. APPLE COMPUTER INC.   2012-10-04 2024-11-15
22. APPLE COMPUTER INC.   2012-10-04 2024-12-30
22. APPLE COMPUTER INC.   2012-10-04 2025-03-27
21. APPLE COMPUTER INC.   2012-10-04 2025-04-15
1. BOOKING HOLDINGS INC   2015-12-01 2024-12-30
1. BOOKING HOLDINGS INC   2015-12-01 2025-03-27
1. BOOKING HOLDINGS INC   2015-12-01 2025-04-15
25. BRISTOL MYERS SQUIBB CO.   2019-09-26 2024-11-15
21. BRISTOL MYERS SQUIBB CO.   2019-09-26 2024-12-30
21. BRISTOL MYERS SQUIBB CO.   2019-09-26 2025-03-27
23. BRISTOL MYERS SQUIBB CO.   2019-09-26 2025-04-15
77. BRISTOL MYERS SQUIBB CO.   2019-09-26 2025-04-29
17. CHEVRON CORP   2014-12-04 2024-11-15
16. CHEVRON CORP   2014-12-04 2024-12-30
15. CHEVRON CORP   2014-12-04 2025-03-27
16. CHEVRON CORP   2014-12-04 2025-04-15
16. CHURCH & DWIGHT INC DEL COM   2022-10-12 2024-11-15
13. CHURCH & DWIGHT INC DEL COM   2022-10-12 2024-12-30
14. CHURCH & DWIGHT INC DEL COM   2022-10-12 2025-03-27
15. CHURCH & DWIGHT INC DEL COM   2022-10-12 2025-04-15
26. CHURCH & DWIGHT INC DEL COM   2022-10-12 2025-06-12
25. CHURCH & DWIGHT INC DEL COM   2022-10-12 2025-06-12
41. CISCO SYSTEMS   2013-03-18 2024-11-15
45. CISCO SYSTEMS   2013-03-18 2024-12-30
38. CISCO SYSTEMS   2013-03-18 2025-03-27
48. CISCO SYSTEMS   2013-03-18 2025-04-15
55. COMCAST CORP-CL A   2021-10-22 2024-11-15
49. COMCAST CORP-CL A   2019-09-12 2024-12-30
46. COMCAST CORP-CL A   2019-05-28 2025-03-27
50. COMCAST CORP-CL A   2019-05-28 2025-04-15
7945. DFA INVESTMENT GRADE PORTFOLIO   2024-08-01 2024-10-24
29. DOLLAR GENERAL CORP   2024-06-06 2024-11-15
54. DOLLAR GENERAL CORP   2015-12-01 2024-11-15
5. GARTNER GROUP CLASS A   2013-03-14 2024-11-15
4. GARTNER GROUP CLASS A   2013-03-14 2024-12-30
5. GARTNER GROUP CLASS A   2013-03-14 2025-03-27
5. GARTNER GROUP CLASS A   2013-03-14 2025-04-15
37812.442 GLENMEDE FUND INC-CORE FIXED INCOME PORT   2009-03-09 2024-08-01
749.638 GLENMEDE TOTAL MARKET PLUS EQUITY PORT   2024-12-16 2025-04-09
5438.09 GLENMEDE TOTAL MARKET PLUS EQUITY PORT   2011-04-27 2025-04-09
648.122 GLENMEDE LONG/SHORT EQUITY PORTFOLIO   2024-12-16 2025-04-15
5587. GLENMEDE DISCIPLINED US GRWTH EQ PORT   2011-04-27 2024-10-24
714.825 GLENMEDE DISCIPLINED US GRWTH EQ PORT   2023-12-15 2024-12-30
3347.21 GLENMEDE DISCIPLINED US GRWTH EQ PORT   2024-12-16 2025-04-15
608.484 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO   2023-12-15 2024-10-24
8237.3 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO   2011-04-27 2024-10-24
17. GLOBAL PAYMENTS INC   2024-02-20 2024-11-15
17. GLOBAL PAYMENTS INC   2024-02-20 2024-12-30
1. GLOBAL PAYMENTS INC   2021-09-13 2024-12-30
17. GLOBAL PAYMENTS INC   2021-09-13 2025-03-27
19. GLOBAL PAYMENTS INC   2015-12-16 2025-04-15
4. HOME DEPOT INC.   2012-10-04 2024-11-15
2. HOME DEPOT INC.   2012-10-04 2024-12-30
4. HOME DEPOT INC.   2012-10-04 2025-03-27
3. HOME DEPOT INC.   2012-10-04 2025-04-15
15. INTERCONTINENTAL EXCHANGE GROUP   2023-05-12 2024-11-15
15. INTERCONTINENTAL EXCHANGE GROUP   2023-05-12 2024-12-30
13. INTERCONTINENTAL EXCHANGE GROUP   2023-05-12 2025-03-27
16. INTERCONTINENTAL EXCHANGE GROUP   2023-05-12 2025-04-15
10. IQVIA HOLDINGS INC   2024-11-04 2024-11-15
11. IQVIA HOLDINGS INC   2024-11-04 2024-12-30
9. IQVIA HOLDINGS INC   2024-11-04 2025-03-27
4. IQVIA HOLDINGS INC   2024-11-04 2025-04-15
9. IQVIA HOLDINGS INC   2023-05-26 2025-04-15
250. ISHARES IBOXX INV GR CORP BD   2024-10-24 2025-04-09
125. ISHARES TRUST RUSSELL 1000 GROWTH INDEX FUND   2024-11-15 2025-04-15
1002. ISHARES MSCI JAPAN INDEX FD   2023-10-04 2024-11-15
15. JP MORGAN CHASE & CO   2013-05-08 2024-11-15
12. JP MORGAN CHASE & CO   2013-05-08 2024-12-30
12. JP MORGAN CHASE & CO   2013-05-08 2025-03-27
13. JP MORGAN CHASE & CO   2013-05-08 2025-04-15
9. LABCORP HOLDING INC   2019-09-12 2024-11-15
9. LABCORP HOLDING INC   2014-06-19 2024-12-30
9. LABCORP HOLDING INC   2014-06-19 2025-03-27
9. LABCORP HOLDING INC   2014-06-19 2025-04-15
4. ELI LILLY & CO.   2018-04-10 2024-11-15
3. ELI LILLY & CO.   2018-04-10 2024-12-30
4. ELI LILLY & CO.   2018-04-10 2025-02-26
6. ELI LILLY & CO.   2018-04-10 2025-02-26
1. ELI LILLY & CO.   2018-04-10 2025-03-27
2. ELI LILLY & CO.   2018-04-10 2025-04-15
6. MARTIN MARIETTA MATERIALS INC   2022-03-07 2024-11-15
4. MARTIN MARIETTA MATERIALS INC   2022-03-07 2024-12-30
5. MARTIN MARIETTA MATERIALS INC   2022-03-07 2025-03-27
6. MARTIN MARIETTA MATERIALS INC   2022-03-07 2025-04-15
9. MASTERCARD INC-CL A   2016-12-02 2024-11-15
8. MASTERCARD INC-CL A   2014-01-30 2024-12-30
8. MASTERCARD INC-CL A   2014-01-30 2025-03-27
9. MASTERCARD INC-CL A   2014-01-30 2025-04-15
13. MICROSOFT CORP.   2021-01-27 2024-11-15
13. MICROSOFT CORP.   2022-10-27 2024-12-30
13. MICROSOFT CORP.   2020-07-09 2025-03-27
14. MICROSOFT CORP.   2020-07-09 2025-04-15
12. OLD DOMINION FREIGHT LINE   2022-09-14 2024-11-15
11. OLD DOMINION FREIGHT LINE   2020-11-20 2024-12-30
10. OLD DOMINION FREIGHT LINE   2020-11-20 2025-03-27
12. OLD DOMINION FREIGHT LINE   2020-11-20 2025-04-15
22. ORACLE CORP   2012-10-04 2024-11-15
19. ORACLE CORP   2012-10-04 2024-12-30
21. ORACLE CORP   2012-10-04 2025-03-27
20. ORACLE CORP   2012-10-04 2025-04-15
13. PNC FINANCIAL SERVICES GROUP INC   2020-05-14 2024-11-15
10. PNC FINANCIAL SERVICES GROUP INC   2014-08-22 2024-12-30
10. PNC FINANCIAL SERVICES GROUP INC   2014-08-22 2025-03-27
11. PNC FINANCIAL SERVICES GROUP INC   2014-08-22 2025-04-15
12. PPG INDUSTRIES INC.   2024-11-04 2024-11-15
15. PPG INDUSTRIES INC.   2024-11-04 2024-12-30
12. PPG INDUSTRIES INC.   2024-11-04 2025-03-27
2. PPG INDUSTRIES INC.   2020-05-15 2025-03-27
15. PPG INDUSTRIES INC.   2020-05-15 2025-04-15
3. PARKER-HANNIFIN CORP.   2012-10-04 2024-11-15
4. PARKER-HANNIFIN CORP.   2012-10-04 2024-12-30
3. PARKER-HANNIFIN CORP.   2012-10-04 2025-03-27
4. PARKER-HANNIFIN CORP.   2012-10-04 2025-04-15
8. PEPSICO INC.   2017-07-11 2024-11-15
10. PEPSICO INC.   2017-10-06 2024-12-30
9. PEPSICO INC.   2013-08-07 2025-03-27
10. PEPSICO INC.   2013-08-07 2025-04-15
19. RTX CORPORATION   2013-11-06 2024-11-15
19. RTX CORPORATION   2013-05-31 2024-12-30
17. RTX CORPORATION   2013-05-31 2025-03-27
19. RTX CORPORATION   2013-05-31 2025-04-15
11. RTX CORPORATION   2013-05-31 2025-06-12
9. ROSS STORES INC   2021-10-22 2024-11-15
10. ROSS STORES INC   2022-01-13 2024-12-30
10. ROSS STORES INC   2022-01-13 2025-03-27
10. ROSS STORES INC   2022-01-13 2025-04-15
15. CHARLES SCHWAB CORP.   2023-10-12 2024-11-15
16. CHARLES SCHWAB CORP.   2023-10-12 2024-12-30
12. CHARLES SCHWAB CORP.   2023-10-12 2025-03-27
18. CHARLES SCHWAB CORP.   2023-10-12 2025-04-15
3. STRYKER CORP.   2020-11-06 2024-11-15
3. STRYKER CORP.   2020-11-06 2024-12-30
3. STRYKER CORP.   2020-11-06 2025-03-27
4. STRYKER CORP.   2020-11-06 2025-04-15
2. THERMO ELECTRON CORP   2025-02-26 2025-03-27
3. THERMO ELECTRON CORP   2025-02-26 2025-04-15
28. U S BANCORP   2015-08-13 2024-11-15
22. U S BANCORP   2012-10-04 2024-12-30
21. U S BANCORP   2012-10-04 2025-03-27
22. U S BANCORP   2012-10-04 2025-04-15
5. ULTA BEAUTY INC   2019-09-12 2024-12-30
3. ULTA BEAUTY INC   2024-11-15 2025-03-27
3. ULTA BEAUTY INC   2019-09-12 2025-03-27
7. ULTA BEAUTY INC   2019-09-12 2025-04-15
7. UNION PACIFIC CORP.   2022-12-15 2024-11-15
9. UNION PACIFIC CORP.   2022-12-15 2024-12-30
7. UNION PACIFIC CORP.   2023-06-26 2025-03-27
9. UNION PACIFIC CORP.   2023-02-17 2025-04-15
3. UNITEDHEALTH GROUP INC   2022-10-03 2024-11-15
4. UNITEDHEALTH GROUP INC   2022-10-03 2024-12-30
4. UNITEDHEALTH GROUP INC   2022-10-03 2025-03-27
4. UNITEDHEALTH GROUP INC   2022-10-03 2025-04-15
15. UNITEDHEALTH GROUP INC   2024-03-08 2025-05-14
30. WATERS CORP   2015-01-26 2024-11-04
7. YUM BRANDS INC   2024-11-15 2024-12-30
6. YUM BRANDS INC   2023-05-22 2024-12-30
13. YUM BRANDS INC   2023-05-22 2025-03-27
15. YUM BRANDS INC   2023-05-22 2025-04-15
3. ACCENTURE PLC   2023-03-31 2024-11-15
9. ACCENTURE PLC   2012-10-04 2024-12-30
6. ACCENTURE PLC   2012-10-04 2025-03-27
5. ACCENTURE PLC   2012-10-04 2025-04-15
7. CHUBB LIMITED   2014-04-16 2024-11-15
6. CHUBB LIMITED   2014-04-16 2024-12-30
6. CHUBB LIMITED   2014-04-16 2025-03-27
7. CHUBB LIMITED   2014-04-16 2025-04-15
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 2,412   2,073 339
b 2,367   2,073 294
c 2,203   1,678 525
d 2,388   837 1,551
e 3,042   2,712 330
4,462   4,898 -436
1,998   2,449 -451
2,450   3,202 -752
51,674   47,275 4,399
6,443   3,484 2,959
7,547   3,504 4,043
6,146   1,451 4,695
6,005   1,463 4,542
2,670   2,116 554
3,779   2,768 1,011
2,442   1,954 488
2,500   2,279 221
2,514   623 1,891
2,898   767 2,131
2,294   623 1,671
2,250   671 1,579
3,581   945 2,636
4,197   568 3,629
3,802   530 3,272
3,910   446 3,464
4,946   527 4,419
5,569   527 5,042
4,889   527 4,362
4,246   503 3,743
5,010   1,283 3,727
4,770   1,283 3,487
4,566   1,283 3,283
1,423   1,251 172
1,188   1,051 137
1,241   1,051 190
1,147   1,151 -4
3,765   3,853 -88
2,751   1,975 776
2,293   1,793 500
2,516   1,680 836
2,151   1,760 391
1,730   1,160 570
1,362   943 419
1,504   1,015 489
1,570   1,088 482
2,576   1,885 691
2,471   1,813 658
2,355   919 1,436
2,666   984 1,682
2,344   831 1,513
2,746   1,049 1,697
2,377   2,981 -604
1,836   2,434 -598
1,724   2,050 -326
1,727   2,147 -420
80,165   80,642 -477
2,190   3,797 -1,607
4,078   5,335 -1,257
2,623   260 2,363
1,946   208 1,738
2,125   260 1,865
2,027   260 1,767
355,214   422,107 -66,893
12,804   14,153 -1,349
92,883   71,402 21,481
8,549   8,730 -181
200,964   144,073 56,891
19,307   22,031 -2,724
81,337   93,488 -12,151
15,243   13,508 1,735
206,344   197,730 8,614
1,966   2,240 -274
1,895   2,240 -345
111   166 -55
1,693   2,826 -1,133
1,625   1,335 290
1,619   249 1,370
781   124 657
1,453   249 1,204
1,063   186 877
2,345   1,626 719
2,244   1,626 618
2,295   1,409 886
2,561   1,734 827
1,917   2,074 -157
2,174   2,281 -107
1,617   1,866 -249
595   830 -235
1,338   1,791 -453
26,069   27,418 -1,349
44,196   48,778 -4,582
67,505   58,236 9,269
3,664   749 2,915
2,885   599 2,286
2,995   599 2,396
3,045   649 2,396
2,110   1,875 235
2,065   1,201 864
2,100   776 1,324
2,016   776 1,240
3,014   317 2,697
2,324   238 2,086
3,614   317 3,297
5,417   475 4,942
822   79 743
1,510   158 1,352
3,516   2,234 1,282
2,083   1,489 594
2,426   1,843 583
2,996   2,178 818
4,696   1,424 3,272
4,220   637 3,583
4,467   637 3,830
4,665   717 3,948
5,426   2,992 2,434
5,550   2,951 2,599
5,075   2,864 2,211
5,392   3,005 2,387
2,604   1,560 1,044
1,953   1,348 605
1,706   1,027 679
1,824   1,233 591
4,045   698 3,347
3,182   603 2,579
3,078   666 2,412
2,685   634 2,051
2,698   1,276 1,422
1,928   968 960
1,762   847 915
1,715   932 783
1,476   1,507 -31
1,791   1,883 -92
1,287   1,505 -218
215   173 42
1,495   1,298 197
2,103   252 1,851
2,552   335 2,217
1,889   252 1,637
2,267   335 1,932
1,287   937 350
1,519   1,103 416
1,347   789 558
1,429   848 581
2,228   694 1,534
2,195   667 1,528
2,285   491 1,794
2,452   549 1,903
1,562   318 1,244
1,269   984 285
1,516   1,053 463
1,291   1,051 240
1,411   1,051 360
1,205   771 434
1,182   822 360
964   617 347
1,398   925 473
1,169   639 530
1,085   639 446
1,103   639 464
1,388   852 536
1,026   1,079 -53
1,317   1,619 -302
1,401   1,258 143
1,066   883 183
918   727 191
852   761 91
2,191   1,504 687
1,110   1,120 -10
1,110   681 429
2,520   1,589 931
1,650   1,484 166
2,054   1,876 178
1,646   1,409 237
1,981   1,803 178
1,785   1,541 244
2,031   2,054 -23
2,073   2,054 19
2,341   2,054 287
4,707   7,237 -2,530
11,598   3,432 8,166
937   951 -14
803   823 -20
2,052   1,783 269
2,167   2,057 110
1,054   850 204
3,182   844 2,338
1,872   421 1,451
1,445   351 1,094
2,034   713 1,321
1,655   607 1,048
1,775   607 1,168
2,006   709 1,297
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
      125,822
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       339
b       294
c       525
d       1,551
e       330
      -436
      -451
      -752
      4,399
      2,959
      4,043
      4,695
      4,542
      554
      1,011
      488
      221
      1,891
      2,131
      1,671
      1,579
      2,636
      3,629
      3,272
      3,464
      4,419
      5,042
      4,362
      3,743
      3,727
      3,487
      3,283
      172
      137
      190
      -4
      -88
      776
      500
      836
      391
      570
      419
      489
      482
      691
      658
      1,436
      1,682
      1,513
      1,697
      -604
      -598
      -326
      -420
      -477
      -1,607
      -1,257
      2,363
      1,738
      1,865
      1,767
      -66,893
      -1,349
      21,481
      -181
      56,891
      -2,724
      -12,151
      1,735
      8,614
      -274
      -345
      -55
      -1,133
      290
      1,370
      657
      1,204
      877
      719
      618
      886
      827
      -157
      -107
      -249
      -235
      -453
      -1,349
      -4,582
      9,269
      2,915
      2,286
      2,396
      2,396
      235
      864
      1,324
      1,240
      2,697
      2,086
      3,297
      4,942
      743
      1,352
      1,282
      594
      583
      818
      3,272
      3,583
      3,830
      3,948
      2,434
      2,599
      2,211
      2,387
      1,044
      605
      679
      591
      3,347
      2,579
      2,412
      2,051
      1,422
      960
      915
      783
      -31
      -92
      -218
      42
      197
      1,851
      2,217
      1,637
      1,932
      350
      416
      558
      581
      1,534
      1,528
      1,794
      1,903
      1,244
      285
      463
      240
      360
      434
      360
      347
      473
      530
      446
      464
      536
      -53
      -302
      143
      183
      191
      91
      687
      -10
      429
      931
      166
      178
      237
      178
      244
      -23
      19
      287
      -2,530
      8,166
      -14
      -20
      269
      110
      204
      2,338
      1,451
      1,094
      1,321
      1,048
      1,168
      1,297
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 342,223
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 5,415
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 5,415
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 5,415
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,625
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 1,625
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,790
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 arrowN/A
14
The books are in care ofright arrowTHE GLENMEDE TRUST COMPANY NA Telephone no.right arrow (215) 419-6000

Located atright arrow1650 MARKET STREET SUITE 4000PHILADELPHIAPA ZIP+4right arrow191037391
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
ALARK A ROSENLUND J TRUSTEE
0
0    
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
APRIL ROSENLUND FORD TRUSTEE
0
0    
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
STEPHANIE ROSENLUND SHIM TRUSTEE
0
0    
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
KRISTIN ROSENLUND TURRILL TRUSTEE
0
0    
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
STEPHEN D ROSENLUND TRUSTEE
0
0    
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
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
3,264,239
b
Average of monthly cash balances.......................
1b
159,449
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,423,688
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
3,423,688
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
51,355
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,372,333
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
168,617
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
168,617
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,415
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,415
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
163,202
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
163,202
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
163,202
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
238,269
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
238,269
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 7 163,202
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...... 50,087
b From 2020...... 65,335
c From 2021...... 438,989
d From 2022...... 64,596
e From 2023...... 57,774
f Total of lines 3a through e ........ 676,781
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 238,269
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..... 163,202
e Remaining amount distributed out of corpus 75,067
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 5 751,848
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) ...
50,087
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
701,761
10 Analysis of line 9:
a Excess from 2020.... 65,335
b Excess from 2021.... 438,989
c Excess from 2022.... 64,596
d Excess from 2023.... 57,774
e Excess from 2024.... 75,067
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).)
NONE
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.
NONE
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:
STEPHANIE ROSENLUND SHIM
C/O GLENMEDE TRUST CO NA 1650
PHILADELPHIA,PA19103
(215) 419-6000
bThe form in which applications should be submitted and information and materials they should include:
NO PRESCRIBED FORM, BUT SHOULD INCLUDE EVIDENCE OF: EXEMPT STATUS; FINANCIAL DATA; PROJECT OR SPECIFIC NEEDS INFORMATION; NAME, ADDRESS AND TELEPHONE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS EXEMPT UNDER IRC SECTION 501 (c)(3)
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

The Clay Studio

1425 N AMERICAN STREET
Philadelphia,PA19122
NONE PC 8 WK. RESIDENCIES IN 5,000

American Swedish Historical Museum

1900 PATTISON AVE
Philadelphia,PA19145
NONE PC CULTURAL HISTORY 5,000

Awbury Arboretum

1 AWBURY RD
Philadelphia,PA19138
NONE PC ENVIRONMENTAL EDUCATION 5,000

Art Reach

1315 WALNUT ST SUITE 1417
Philadelphia,PA19107
NONE PC PROVIDE OPPORTUNITIES FOR 5,000

Art Sphere

1901 S 9TH ST 502
Philadelphia,PA19148
NONE PC IN SCHOOL AND AFTER SCHOOL 5,000

Art Well

100 W OXFORD ST SUITE E-1200
Philadelphia,PA19122
NONE PC POETRY WRITING PROGRAM 5,000

Bartram's Gardens

5400 LINDBERGH BLVD
Philadelphia,PA19143
NONE PC STUDY OF NATURAL SCIENCES, 5,000

Chester Children's Chorus

500 COLLEGE AVENUE
Swarthmore,PA19081
NONE PC DEVELOP MUSICAL SKILLS 5,000

Community Arts Center

414 PLUSH MILL RD
Wallingford,PA19086
NONE PC VISUAL AND PERFORMING ARTS 5,000

Centro Nueva Creacion

185 W TIOGA ST
Philadelphia,PA19140
NONE PC EDUCATIONAL ENRICHMENT IN 5,000

Historic Fair Hill

5501 GERMANTOWN AVE
Philadelphia,PA19144
NONE PC YOUTH GARDENING PROGRAMS 5,000

The Unscripted Project

3720 SPRUCE ST STE 404
Philadelphia,PA19104
NONE PC IMPROVISATIONAL THEATER, 5,000

Dancing Classrooms Philly

1700 MARKET STREET SUITE 1005
Philadelphia,PA19103
NONE PC BALLROOM DANCING 5,000

FamFrequency Productions

1147 S 26TH ST
Philadelphia,PA19146
NONE PC MUSIC EDUCATION TO PREPARE 5,000

Philly Goat Project

207 LANTWYN LANE
Narberth,PA19072
NONE PC ENVIRONMENTAL PROGRAM FOR 5,000

Enchantment Theater Company

7715 CRITTENDEN STREET 349
Philadelphia,PA19118
NONE PC ARTS EDUCATION IN SCHOOL 5,000

Quintessence Theatre Group

7137 GERMANTOWN AVE
Philadelphia,PA19119
NONE PC ARTS EDUCATION IN THE 5,000

1812 Productions

2329 S 3RD STREET
Philadelphia,PA19148
NONE PC IN SCHOOL THEATER EDUCATION 5,000

Lantern Theater Company

PO BOX 53428
Philadelphia,PA19105
NONE PC PLAYWRITING AND ACTING 5,000

Acting Without Borders

750 E HAVERFORD ROAD
Bryn Mawr,PA19010
NONE PC ARTS EDUCATION 3,500

Art Smart

1315 WALNUT STREET SUITE 300
Philadelphia,PA19107
NONE PC MUSIC MENTORSHIP 3,500

Discovery Pathways

1211 FITZGERALD STREET
Philadelphia,PA19148
NONE PC ENVIRONMENTAL EDUCATION 3,500

Pennsylvania Resources Council

1521 N PROVIDENCE ROAD
Media,PA19063
NONE PC ENVIROMENTAL EDUCATION 3,500

Tree House Books

1430 W SUSQUEHANNA AVENUE
Philadelphia,PA19121
NONE PC LEARNING THROUGH BOOKS 3,500

Young Audiences

PO BOX 3175 200 FORRESTAL ROAD
Princeton,NJ08540
NONE PC LEARNING THRU ARTS 5,000

Metropolitan Ballet Company

700 N CEDAR RD
Jenkintown,PA19046
NONE PC DANCE SCHOOL 5,000

TILT Institute for the Contemporary
Image
1400 N AMERICAN ST UNIT 103
Philadelphia,PA19122
NONE PC TEEN PHOTO WORKSHOP 5,000

Musicopia

1700 MARKET ST SUITE 1005
Philadelphia,PA19103
NONE PC PROVIDES MUSICAL 5,000

Norris Square Neighborhood Projects

2141 N HOWARD ST
Philadelphia,PA19122
NONE PC ARTS AND GARDEN BASED 5,000

PHILADANCO

9 N PRESTON ST
Philadelphia,PA19104
NONE PC DANCE AND CHOREOGRAPHY 5,000

Philadelphia Orchard Project

4000 WOODLAND AVE
Philadelphia,PA19104
NONE PC ENVIRONMENTAL PROGRAM 5,000

Print Center

1614 LATIMER STREET
Philadelphia,PA19103
NONE PC ARTISTS IN SCHOOLS 5,000

Riverbend Environmental Education Center

1950 SPRING MILL RD
Gladwyne,PA19035
NONE PC HEAD START SCIENCE 5,000

Rock to the Future

1201 N 3RD STREET 283
Philadelphia,PA19122
NONE PC PROGRAMMING IN MUSIC 5,000

Girls First

1208 GREEN ST
Norristown,PA19401
NONE PC ARTS, READING, AND COOKING 5,000

Scribe Video Center

3908 LANCASTER AVE
Philadelphia,PA19104
NONE PC CREATE BROADCAST QUALITY 5,000

Smith Memorial Playground

3500 RESERVOIR DR
Philadelphia,PA19121
NONE PC DESIGN AND BUILD 5,000

Spiral Q Puppet Theater

1315 WALNUT ST SUITE 320
Philadelphia,PA19107
NONE PC CONSTRUCTION OF PUPPET 5,000

Taller Puertorriqueno

2600 N 5TH ST
Philadelphia,PA19133
NONE PC MULTI-DISCIPLINE ARTS 5,000

Arts League

4226 SPRUCE ST
Philadelphia,PA19104
NONE PC TEEN ARTS LAB 3,500

West Park Cultural Center

5114 PARKSIDE AVE
Philadelphia,PA19131
NONE PC ENVIRONMENTAL AND MUSIC 5,000

AMLA

4261 N 5TH ST
Philadelphia,PA19140
NONE PC AFTER SCHOOL MUSIC 5,000

Asian Arts Initiative

1219 VINE ST
Philadelphia,PA19107
NONE PC YOUTH ARTS WORKSHOPS 5,000

Fresh Artists

4115 HAIN DRIVE
Lafayette Hill,PA19444
NONE PC JOBS TRAINING IN THE ARTS 5,000

Greener Partners

PO BOX 221 FAIRVIEW VILLAGE
Norristown,PA19409
NONE PC URBAN FARMING PROGRAM FOR 5,000

Philadelphia Sinfonia Assoc

1500 WALNUT STREET
Philadelphia,PA19102
NONE PC SCHOLARSHIP FOR ENSEMBLE 5,000

PYO Music Institute

PO BOX 41810
Philadelphia,PA19101
NONE PC AFTER SCHOOL PROGRAM IN 5,000
Total .................................right arrow 3a 226,000
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 64,572  
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 ............
    18 342,223  
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) ..   406,795  
13Total. Add line 12, columns (b), (d), and (e)..................
13
406,795
(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:
ROSENLUND FAMILY FOUNDATION INV MGR
EIN:
23-6243642
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 3,500     3,500

TY 2024 OtherDecreasesSchedule
Name:
ROSENLUND FAMILY FOUNDATION INV MGR
EIN:
23-6243642
Description Amount
COST BASIS ADJ 518


TY 2024 OtherExpensesSchedule
Name:
ROSENLUND FAMILY FOUNDATION INV MGR
EIN:
23-6243642
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 2,169 0   2,169


TY 2024 OtherProfessionalFeesSchedule
Name:
ROSENLUND FAMILY FOUNDATION INV MGR
EIN:
23-6243642
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 9,578 9,578    


TY 2024 TaxesSchedule
Name:
ROSENLUND FAMILY FOUNDATION INV MGR
EIN:
23-6243642
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 46 46   0
FOREIGN TAXES ON QUALIFIED FOR 947 947   0
FOREIGN TAXES ON NONQUALIFIED 27 27   0