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
THOMAS A AND KATHLEEN R BRUDER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)C/O T WALSH30 VALLEY STREAM PKWY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MALVERN, PA19355
A Employer identification number

26-1635605
B Telephone number (see instructions)

(484) 323-1345
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$1,140,829J 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) 199,526
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,925 10,925  
4 Dividends and interest from securities... 12,448 12,448  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,839
b Gross sales price for all assets on line 6a 154,334
7 Capital gain net income (from Part IV, line 2)... 33,839
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........ 256,738 57,212  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,500 3,500    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,320 2,320    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,898 3,898    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
630      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,348 9,718   0
25 Contributions, gifts, grants paid....... 48,000 48,000
26 Total expenses and disbursements. Add lines 24 and 25 58,348 9,718   48,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 198,390
b Net investment income (if negative, enter -0-) 47,494
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......... 249,947 213,752 213,752
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)      
b Investments—corporate stock (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
37,093 		39,554
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
143,316 		143,681
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).......... 513,044 Click to see attachment
List of Attached Documents:
// Content
556,145 		743,842
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) 762,991 950,306 1,140,829
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 762,991 950,306
29 Total net assets or fund balances (see instructions)..... 762,991 950,306
30 Total liabilities and net assets/fund balances (see instructions). 762,991 950,306
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
762,991
2
Enter amount from Part I, line 27a .....................
2
198,390
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
961,381
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
11,075
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
950,306
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 EURONET SERVICES INC. CONV 0.75% MAR P 2024-11-01 2024-12-03
b PARSONS CORP DEL 0.25% 25 CONV P 2024-08-16 2024-11-01
c VANGUARD FINANCIALS ETF P 2018-03-28 2024-05-13
d COMM SERVICES SELECT SECTOR P 2020-05-12 2024-05-13
e FIDELITY MSCI UTILITIES INDEX P 2023-03-17 2024-05-13
SECTOR SPDR CONSMRS STPL P 2021-10-26 2024-02-13
SECTOR SPDR ENERGY P 2022-07-13 2024-10-09
ISHARES US AEROSPACE ETF P 2023-10-17 2024-09-10
PARSONS CORP DEL 0.25% 25 CONV P 2024-08-16 2024-11-20
VANGUARD FINANCIALS ETF P 2018-03-28 2024-11-01
COMM SERVICES SELECT SECTOR P 2020-05-12 2024-09-10
ISHARES TR US INFRASTRUCTURE ETF P 2023-07-19 2024-11-01
SECTOR SPDR CONSMRS STPL P 2022-02-09 2024-02-13
SECTOR SPDR ENERGY P 2022-09-27 2024-10-09
ISHARES US AEROSPACE ETF P 2024-02-13 2024-09-10
PARSONS CORP DEL 0.25% 25 CONV P 2024-08-16 2024-12-09
VANGUARD INFORMATION TECH ETF P 2018-01-02 2024-10-09
COMM SERVICES SELECT SECTOR P 2020-05-12 2024-10-09
NEXTERA ENERGY INC. CONV NEW MONEY P 2024-08-16 2024-11-01
SECTOR SPDR CONSMRS STPL P 2022-05-12 2024-02-13
SECTOR SPDR ENERGY P 2023-03-17 2024-10-09
INVESCO KBW BANK ETF P 2023-04-11 2024-02-13
PPL CAP FUNDING 2.87% 2028 CONV COMP P 2024-08-16 2024-11-01
VANGUARD INFORMATION TECH ETF P 2018-01-31 2024-10-09
COMM SERVICES SELECT SECTOR P 2020-05-12 2024-11-01
FLAGSTAR FINANCIAL INC. CUM CNV PFD P 2024-08-16 2024-11-01
SECTOR SPDR CONSMRS STPL P 2022-05-12 2024-02-13
SECTOR SPDR INDUSTRIAL P 2018-01-02 2024-05-13
FIDELITY MSCI UTILITIES INDEX P 2023-03-17 2023-02-13
SOUTHWEST AIRLINES CO 1.25% SR NT CO P 2024-08-16 2024-11-01
VANGUARD INFORMATION TECH ETF P 2018-01-31 2024-11-01
VANECK SEMICONDUCTOR ETF P 2022-02-09 2024-02-13
MATERIALS SELECT SECTOR SPDR FUND P 2021-07-12 2024-02-13
SECTOR SPDR CONSMRS STPL P 2022-07-13 2024-02-13
SECTOR SPDR INDUSTRIAL P 2018-01-11 2024-05-13
FIDELITY MSCI UTILITIES INDEX P 2023-06-09 2024-05-13
SQUARE INC. 0.12% MAR 01 25 CONV P 2024-08-16 2024-11-01
VANGUARD INFORMATION TECH ETF P 2019-01-10 2024-11-01
VANECK SEMICONDUCTOR ETF P 2022-02-09 2024-05-13
MATERIALS SELECT SECTOR SPDR FUND P 2021-07-12 2024-05-13
SECTOR SPDR CONSMRS STPL P 2022-07-13 2024-02-13
SECTOR SPDR INDUSTRIAL P 2018-01-11 2024-09-10
ISHARES TR US INFRASTRUCTURE ETF P 2023-07-19 2024-02-13
APOLLO GLOBAL MGMT INC. SER A CONV P P 2024-08-16 2024-11-01
ISHARES US AEROSPACE ETF P 2023-01-19 2024-05-13
FIRST TRUST CLOUD COMPUTING ETF P 2022-02-09 2024-09-10
HEALTH CARE SELECT SPDR P 2020-04-14 2024-02-13
SECTOR SPDR CONSMRS STPL P 2022-07-13 2024-02-13
SECTOR SPDR INDUSTRIAL P 2018-01-31 2024-09-10
ISHARES TR US INFRASTRUCTURE ETF P 2023-07-19 2024-05-13
ISHARES BIOTECHNOLOGY ETF P 2019-07-16 2024-02-13
ISHARES US AEROSPACE ETF P 2023-01-19 2024-09-10
FIRST TRUST CLOUD COMPUTING ETF P 2022-02-09 2024-09-10
HEALTH CARE SELECT SPDR P 2020-05-12 2024-02-13
CONSUMER DISCRETIONARY SPDR P 2018-08-29 2024-09-10
SECTOR SPDR INDUSTRIAL P 2018-03-06 2024-09-10
BOOKING HOLDINGS 0.75% 25 CONV P 2024-08-16 2024-11-01
ISHARES BIOTECHNOLOGY ETF P 2019-07-16 2024-09-10
ISHARES US AEROSPACE ETF P 2023-04-11 2024-09-10
FIRST TRUST CLOUD COMPUTING ETF P 2022-02-09 2024-11-01
HEALTH CARE SELECT SPDR P 2020-05-12 2024-09-10
CONSUMER DISCRETIONARY SPDR P 2018-08-29 2024-11-01
SECTOR SPDR INDUSTRIAL P 2020-03-12 2024-09-10
HALOZYME THERAPEU 0.25% 27 CONV P 2024-08-16 2024-11-01
ISHARES BIOTECHNOLOGY ETF P 2020-04-14 2024-09-10
ISHARES US AEROSPACE ETF P 2023-06-09 2024-09-10
GLOBAL X FUNDS SHS US INFRASTRUCTURE P 2021-07-12 2024-05-13
SECTOR SPDR CONSMRS STPL P 2019-01-16 2024-02-13
CONSUMER DISCRETIONARY SPDR P 2019-03-20 2024-11-01
SECTOR SPDR INDUSTRIAL P 2020-03-12 2024-11-01
DUKE ENERGY CORP 4.12% 26 CONV P 2024-08-16 2024-11-01
PACER DATA & INFRA REAL ESTATE ETF P 2021-07-12 2024-02-13
ISHARES US AEROSPACE ETF P 2023-07-19 2024-09-10
GLOBAL X FUNDS SHS US INFRASTRUCTURE P 2021-07-12 2024-10-09
SECTOR SPDR CONSMRS STPL P 2019-04-23 2024-02-13
SECTOR SPDR ENERGY P 2021-03-09 2024-02-13
EXPEDIA GROUP INC. 0.00% 26 CONV COM P 2024-08-16 2024-11-01
PACER DATA & INFRA REAL ESTATE ETF P 2021-07-12 2024-09-10
REAL ESTATE SELECT SECTOR SPDR FD SH P 2022-05-12 2024-09-10
GLOBAL X FUNDS SHS US INFRASTRUCTURE P 2021-10-26 2024-10-09
SECTOR SPDR CONSMRS STPL P 2019-07-16 2024-02-13
SECTOR SPDR ENERGY P 2021-03-09 2024-05-13
GUIDEWIRE SOFTWARE INC. CONVERTIBLE P 2024-08-16 2024-11-01
PACER DATA & INFRA REAL ESTATE ETF P 2021-07-12 2024-09-10
INVESCO KBW BANK ETF P 2023-04-11 2024-05-13
GLOBAL X FUNDS SHS US INFRASTRUCTURE P 2021-10-26 2024-11-01
SECTOR SPDR CONSMRS STPL P 2019-08-14 2024-02-13
SECTOR SPDR ENERGY P 2021-03-09 2024-10-09
MIDDLEBY CORP 1.00% 2025 CONV P 2024-08-16 2024-11-01
PACER DATA & INFRA REAL ESTATE ETF P 2021-10-26 2024-09-10
INVESCO KBW BANK ETF P 2023-04-11 2024-11-01
FIDELITY MSCI UTILITIES INDEX P 2022-07-13 2024-02-13
SECTOR SPDR CONSMRS STPL P 2020-04-14 2024-02-13
SECTOR SPDR ENERGY P 2021-07-12 2024-10-09
NRG ENERGY INC. 2.75% 2048 CONV COMP P 2024-08-16 2024-11-01
VANGUARD FINANCIALS ETF P 2018-03-28 2024-02-13
COMM SERVICES SELECT SECTOR P 2020-05-12 2024-02-13
FIDELITY MSCI UTILITIES INDEX P 2023-01-19 2024-02-13
SECTOR SPDR CONSMRS STPL P 2021-07-12 2024-02-13
SECTOR SPDR ENERGY P 2022-04-12 2024-10-09
(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 3,945   3,951 -6
b 4,810   4,108 702
c 2,944   1,982 962
d 569   365 204
e 231   215 16
73   71 2
3,380   2,542 838
2,139   1,642 497
2,070   2,054 16
3,769   2,256 1,513
84   52 32
426   360 66
290   306 -16
457   353 104
1,567   1,359 208
2,152   2,054 98
3,577   1,000 2,577
271   156 115
3,193   3,229 -36
653   678 -25
183   154 29
284   252 32
1,030   1,023 7
596   176 420
2,416   1,356 1,060
3,127   2,669 458
697   678 19
878   537 341
423   473 -50
1,016   1,002 14
590   176 414
796   621 175
330   333 -3
155   144 11
753   450 303
231   216 15
2,927   2,916 11
1,770   513 1,257
1,792   1,242 550
552   499 53
1,426   1,226 200
255   150 105
696   719 -23
9,821   7,908 1,913
676   548 128
283   288 -5
1,423   973 450
321   288 33
383   239 144
310   280 30
791   634 157
4,844   3,724 1,120
378   384 -6
2,420   1,730 690
8,172   5,144 3,028
893   535 358
5,003   3,842 1,161
434   317 117
142   116 26
430   384 46
4,820   3,155 1,665
1,817   1,052 765
1,149   542 607
2,976   3,044 -68
289   238 51
142   115 27
628   415 213
1,813   1,291 522
404   224 180
540   241 299
2,095   2,095  
775   1,153 -378
997   808 189
206   130 76
3,409   2,671 738
3,247   2,069 1,178
961   932 29
217   284 -67
712   667 45
165   111 54
1,378   1,139 239
2,246   1,273 973
4,800   3,968 832
372   494 -122
654   503 151
457   304 153
943   772 171
731   424 307
1,091   1,148 -57
186   246 -60
948   629 319
2,037   2,367 -330
725   601 124
3,746   2,158 1,588
4,300   4,035 265
94   68 26
783   521 262
1,383   1,606 -223
653   629 24
3,198   2,781 417
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       -6
b       702
c       962
d       204
e       16
      2
      838
      497
      16
      1,513
      32
      66
      -16
      104
      208
      98
      2,577
      115
      -36
      -25
      29
      32
      7
      420
      1,060
      458
      19
      341
      -50
      14
      414
      175
      -3
      11
      303
      15
      11
      1,257
      550
      53
      200
      105
      -23
      1,913
      128
      -5
      450
      33
      144
      30
      157
      1,120
      -6
      690
      3,028
      358
      1,161
      117
      26
      46
      1,665
      765
      607
      -68
      51
      27
      213
      522
      180
      299
       
      -378
      189
      76
      738
      1,178
      29
      -67
      45
      54
      239
      973
      832
      -122
      151
      153
      171
      307
      -57
      -60
      319
      -330
      124
      1,588
      265
      26
      262
      -223
      24
      417
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 33,839
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 6,048
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) 1 660
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  
3 Add lines 1 and 2........................... 3 660
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 660
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 520
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 140
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$   (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 arrowTARA WALSH ESQUIRE Telephone no.right arrow (484) 323-1345

Located atright arrow30 VALLEY STREAM PARKWAYMALVERNPA ZIP+4right arrow19355
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
 
 
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
THOMAS A BRUDER III PRESIDENT/SE
000.00 		0 0 0
C/O ER BOYNTON
30 VALLEY STREAM PARKWAY
MALVERN,PA19355
MARY KATE TRUSK TREASURER/DI
000.00 		0 0 0
C/O ER BOYNTON
30 VALLEY STREAM PARKWAY
MALVERN,PA19355
JOHN A BRUDER VICE PRES AN
000.00 		0 0 0
C/O ER BOYNTON
30 VALLEY STREAM PAKWAY
MALVERN,PA19355
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  
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 arrow  
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 N/A  
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
740,577
b
Average of monthly cash balances.......................
1b
250,955
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
991,532
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
991,532
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,873
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
976,659
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
48,833
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
48,833
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
660
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
660
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
48,173
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
48,173
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
48,173
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
48,000
b
Program-related investments—total from Part VIII-B..................
1b
 
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
48,000
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 48,173
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 647
c From 2021...... 1,256
d From 2022...... 1,912
e From 2023...... 1,081
f Total of lines 3a through e ........ 4,896
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 48,000
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 48,000
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 173 173
(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 4,723
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,723
10 Analysis of line 9:
a Excess from 2020.... 474
b Excess from 2021.... 1,256
c Excess from 2022.... 1,912
d Excess from 2023.... 1,081
e Excess from 2024....  
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).)
KATHLEEN R BRUDER DCSD TTEE
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

KIDS NEEDS GCRCF

324 3RD STREET SE
CEDAR RAPIDS,IA52401 		  501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 3,000

NOTRE DAME ACADEMY

560 SPROUL ROAD
VILLANOVA,PA19085 		  501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 2,000

ST KATHARINE OF SIENNA CHURCH

104 S ABERDEEN AVENUE
WAYNE,PA19087 		  501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 2,000

MERION MERCY ACADEMY

511 MONTGOMERY AVENUE
MERION STATION,PA19066 		  501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 1,000

KINNEY CENTER FOR AUTISM

376 N LATCHES LANE
MERION STATION,PA19066 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORGANIZAT 5,000

ST KATHERINE OF SIENNA SCHOOL

116 S ABERDEEN AVENUE
WAYNE,PA19087 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 3,000

TUNNELS TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 8,000

MAKE-A-WISH FOUNDATION

1702 EAST HIGHLAND AVENUE
SUITE 400
PHOENIX,AZ85016 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 3,000

ST ELEANOR CATHOLIC CHURCH

647 LOCUST ST
COLLEGVILLE,PA19426 		  501(C)(3)ORG GRANT TO ANOHER 501(C)(3) ORG 2,000

SPEAK UP

80 W LANCASTER AVE 220
DEVON,PA19333 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 2,000

GIRLS FIRST

1208 GREEN STREET
NORRISTOWN,PA19401 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 2,000

SQUASH SMARTS

3890 N 10TH STREET
PHILADELPHIA,PA19140 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 2,000

ST DAVID'S NURSERY SCHOOL

765 S VALLEY FORGE RD
WAYNE,PA19087 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 2,000

ST MARY OF THE ASSUMPTION

212 DAYTON ST
PHOENIXVILLE,PA19460 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 2,000

EPIPHANY OF OUR LORD CHURCH

3050 WALTON ROAD
PLYMOUTH MEETING,PA19462 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 2,000

MARPLE NEWTOWN SCHOOL DISTRICT

40 MEDIA LINE ROAD
NEWTOWN SQUARE,PA19073 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 5,000

BENCHMARK SCHOOL

2107 N PROVIDENCE RD
MEDIA,PA19063 		  501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORG 1,000

UNIVERSITY OF DELAWARE ATHLETICS

631 S COLLEGE AVENUE
NEWARK,DE19716 		  501(C)(3)ORG LACROSSE PROGRAM 1,000
Total .................................right arrow 3a 48,000
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 ........... 		    14 10,925  
4 Dividends and interest from securities ....     14 12,448  
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 33,839  
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) ..   57,212  
13Total. Add line 12, columns (b), (d), and (e)..................
13
57,212
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THOMAS A AND KATHLEEN R BRUDER
FOUNDATION
Employer identification number

26-1635605
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THOMAS A AND KATHLEEN R BRUDER
FOUNDATION 		Employer identification number
26-1635605
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
KATHLEEN BRUDER DCSD TTEE UA DTD
612 GOLF CLUB RD
 
NEWTOWN SQUARE, PA19073

$ 199,526


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THOMAS A AND KATHLEEN R BRUDER
FOUNDATION 		Employer identification number

26-1635605
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARIOUS BONDS AND STOCKS $ 183,039 2024-10-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THOMAS A AND KATHLEEN R BRUDER
FOUNDATION 		Employer identification number

26-1635605
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THOMAS A AND KATHLEEN R BRUDER
 
FOUNDATION
EIN:
26-1635605
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RRC ACCOUNTING SERVICES 2,320 2,320    

TY 2024 InvestmentsCorpBondsSchedule
Name:
THOMAS A AND KATHLEEN R BRUDER
 
FOUNDATION
EIN:
26-1635605
Name of Bond End of Year Book Value End of Year Fair Market Value
AKAMI TECHNOLOGIES INC 4,475 4,230
BOOKING HOLDINGS INC 5,764 7,916
SOUTHWEST AIRLINES CO 8,889 9,239
VISHAY INTERTECHNOLOGY 3,893 3,904
MIDDLEBY CORP 9,184 8,935
NEW MOUNTAIN FINANCE CORP 3,990 4,008
DEXCOM INC 3,781 3,850
CB SOUTHERN CO 10,050 9,455
UBER TECHNOLOGIES 6,517 6,048
EXPEDIA GROUP INC 9,315 9,920
CB ALLIANT ENERGY CORP 4,095 4,104
FORD MOTOR COMPANY 9,733 9,670
TYLER TECHNOLOGIES 2,474 2,413
DUKE ENERGY CORP 9,427 9,225
VENTAS RLTY LTD 9,224 9,096
AMERICAN WATER CAPITAL 4,055 3,948
ON SEMICONDUCTOR CORP 5,801 5,236
BIOMARIN PHARMACEUTICAL 5,668 5,568
PPL CAPITAL FUNDING 5,113 5,215
CMS ENERGY CORP 4,165 4,142
DEXCOM INC 3,567 3,578
ENVISTA HOLDINGS CORP 8,215 8,050
EURONET SERVICES INC 5,921 5,931

TY 2024 InvestmentsCorpStockSchedule
Name:
THOMAS A AND KATHLEEN R BRUDER
 
FOUNDATION
EIN:
26-1635605
Name of Stock End of Year Book Value End of Year Fair Market Value
ALBEMARLE CORPORATION 2,440 2,563
APOLLO GLOBAL MGMT 7,688 10,777
ARES MGMT CORP 6,358 6,330
BOEING CO 2,342 2,618
NEXTERA ENERGY INC 7,488 6,834
NEXTERA ENERGY,INC 949 878
WELLS FARGO 9,828 9,554

TY 2024 InvestmentsOtherSchedule2
Name:
THOMAS A AND KATHLEEN R BRUDER
 
FOUNDATION
EIN:
26-1635605
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SECTOR SPDR ENERGY AT COST 11,358 11,650
ISHARES TRUST S&P MIDCAP AT COST 28,060 43,119
ISHARES NASDAQ BIOTECH ETF AT COST 9,596 9,387
VANGUARD FINANCIALS ETF AT COST 42,680 67,418
VANGUARD INFORMATION TECH ETF AT COST 64,128 131,200
MATERIALS SELECT SECTOR SPDR FD AT COST 5,754 5,890
HEALTH CARE SELECT SPDR AT COST 48,176 52,689
SECTOR SPDR CONSUMERS STAPLES AT COST 18,359 19,810
CONSUMER DISCRETIONARY SPDR AT COST 35,899 52,498
SECTOR SPDR INDUSTRIAL AT COST 19,160 26,352
VICTORY TIVALENT INTL SMALL CAP FD AT COST 59,590 61,068
COMM SERVICES SELECT AT COST 30,878 49,083
OAKMARK INTL FUND AT COST 61,020 60,461
ISHARES CORE S&P SMALL CAP ETF AT COST 31,077 43,208
FIRST TRUST CLOUD AT COST 5,542 8,338
PACER BENCHMARK DATA AND INFRASTRUCT AT COST 1,284 1,169
FIDELITY MSCI UTILITIES INDEX AT COST 8,881 9,022
REAL ESATE SELECT SECTOR SPDR FUND AT COST 9,911 10,534
ISHARES US HOME AT COST 10,410 9,822
GLOBAL X FUNDS SHS US AT COST 8,187 10,749
VANECK SEMICONDUCTOR AT COST 24,225 35,115
INVESCO KBW BANK ETF AT COST 7,041 9,672
ISHARES US AEROSPACE ETF AT COST 6,367 6,654
ISGARES TR US AT COST 8,562 8,934

TY 2024 LegalFeesSchedule
Name:
THOMAS A AND KATHLEEN R BRUDER
 
FOUNDATION
EIN:
26-1635605
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STRADLEY, RONON, STEVENS & YOUNG 3,500 3,500    


TY 2024 OtherDecreasesSchedule
Name:
THOMAS A AND KATHLEEN R BRUDER
 
FOUNDATION
EIN:
26-1635605
Description Amount
DIFFERENCE BETWEEN FMV OF 1
STOCK DONATIONS AND DONOR BASIS 11,074


TY 2024 OtherProfessionalFeesSchedule
Name:
THOMAS A AND KATHLEEN R BRUDER
 
FOUNDATION
EIN:
26-1635605
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MERRILL LYNCH 150 150    
MERRILL LYNCH 3,748 3,748    


TY 2024 TaxesSchedule
Name:
THOMAS A AND KATHLEEN R BRUDER
 
FOUNDATION
EIN:
26-1635605
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 ESTIMATED TAX 520      
2023 BALANCE DUE 110