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
HENRY DOLFINGER 2 TRUST UW
 
Number and street (or P.O. box number if mail is not delivered to street address)DUANE MORRIS LLP 30 S 17TH ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA191034196
A Employer identification number

23-6207346
B Telephone number (see instructions)

(215) 979-1973
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$18,875,737J 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... 449,845 437,333  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -83,483
b Gross sales price for all assets on line 6a 4,854,193
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
209,555 209,555  
12 Total. Add lines 1 through 11........ 575,917 646,888  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 87,261 0   17,452
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
170,903 68,903   91,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,460 0   0
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.......... 269,624 68,903   109,252
25 Contributions, gifts, grants paid....... 712,650 712,650
26 Total expenses and disbursements. Add lines 24 and 25 982,274 68,903   821,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -406,357
b Net investment income (if negative, enter -0-) 577,985
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......... 366,311 336,258 336,258
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)....... 14,911,316 Click to see attachment
List of Attached Documents:
// Content
14,327,963 		16,337,666
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).......... 1,315,890 Click to see attachment
List of Attached Documents:
// Content
1,501,245 		1,579,574
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
600,545 		Click to see attachment
List of Attached Documents:
// Content
622,239 		Click to see attachment
List of Attached Documents:
// Content
622,239
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,194,062 16,787,705 18,875,737
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,250,482 18,250,482
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -1,056,420 -1,462,777
29 Total net assets or fund balances (see instructions)..... 17,194,062 16,787,705
30 Total liabilities and net assets/fund balances (see instructions). 17,194,062 16,787,705
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,194,062
2
Enter amount from Part I, line 27a .....................
2
-406,357
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,787,705
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,787,705
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 JPM #8001 P 2024-01-01 2024-12-31
b JPM #8001 P 2023-01-01 2024-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,743,432   1,704,746 38,686
b 3,102,652   3,232,930 -130,278
c 8,109     8,109
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       38,686
b       -130,278
c       8,109
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -83,483
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 8,034
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 8,034
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 8,034
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 229
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,537
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,537 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowWWW.DOLFINGERMCMAHONFOUNDATION.ORG
14
The books are in care ofright arrowDUANE MORRIS LLP Telephone no.right arrow (215) 979-1973

Located atright arrow30 SOUTH 17TH STREETPHILADELPHIAPA ZIP+4right arrow19103
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
MATTHEW TAYLOR CO-TRUSTEE
2.00 		43,631 0 0
DM LLP 30 SOUTH 17TH STREET
PHILADELPHIA,PA19103
DAVID LODER ESQ CO-TRUSTEE
2.00 		43,630 0 0
DM LLP 30 SOUTH 17TH STREET
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
18,901,100
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,901,100
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
18,901,100
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
283,517
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,617,583
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
930,879
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
930,879
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,034
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,034
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
922,845
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
922,845
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
922,845
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
821,902
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
821,902
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 7 922,845
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 80,781
c From 2021...... 70,470
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 151,251
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 821,902
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..... 821,902
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 100,943 100,943
(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 50,308
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		50,308
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 50,308
c Excess from 2022....  
d Excess from 2023....  
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DAVID LODER ESQUIRE
30 SOUTH 17TH STREET
PHILADELPHIA,PA19103
(215) 979-1834
bThe form in which applications should be submitted and information and materials they should include:
ALL REQUESTS ARE MADE THROUGH THEIR WEBSITE.
cAny submission deadlines:
SUBMISSION DEADLINES ARE APRIL 1ST AND OCTOBER 1ST.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GREATER PHILADELPHIA AREA
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

A WOMAN'S PLACE

PO BOX 299
DOYLESTOWN,PA18901 		NONE PUBLIC GENERAL 1,000

ABINGTON ART CENTER

515 MEETINGHOUSE ROAD
JENKINTOWN,PA19103 		NONE PUBLIC GENERAL 1,000

ABINGTON FRIENDS SCHOOL

575 WASHINGTON LANE
JENKINTOWN,PA19046 		NONE PUBLIC GENERAL 5,000

ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY

1900 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 4,000

ACHIEVE NOW

1735 MARKET STREET SUITE A500
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 2,000

ACHIEVEABILITY

5901 MARKET STREET
PHILADELPHIA,PA19139 		NONE PUBLIC GENERAL 2,500

AFTER SCHOOL ACTIVITES PARTNERSHIP (ASAP)

1617 JFK BOULEVARD SUITE 1855
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 3,000

AIM ACADEMY

1200 RIVER ROAD
CONSHOHOCKEN,PA19428 		NONE PUBLIC GENERAL 2,500

ALLENS LANE ART CENTER

601 W ALLENS LANE
PHILADELPHIA,PA19119 		NONE PUBLIC GENERAL 1,000

ALPHACARE

3807 LANCASTER AVENUE
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 5,000

ARC ALLIANCE ADVOCACY SERVICES

3075 RIDGE PIKE
EAGLEVILLE,PA19403 		NONE PUBLIC GENERAL 2,500

ARC ALLIANCE CHILDREN'S SERVICES

3075 RIDGE PIKE
EAGLEVILLE,PA19403 		NONE PUBLIC GENERAL 3,000

ARCH STREET MEETING HOUSE PRESERVATION TRUST

320 ARCH STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 2,500

ARDEN THEATRE COMPANY

40 N 2ND STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 1,500

ASIAN AMERICANS UNITED

1023 CALLOWHILL STREET
PHILADELPHIA,PA19123 		NONE PUBLIC GENERAL 1,000

ASIAN ARTS INITIATIVE

1219 VINE STREET
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 1,000

ASSOCIATION FOR ADULTS WITH DEVELOPMENTAL DISABILITIES

261 OLD YORK ROAD STE 530
JENKINTOWN,PA19046 		NONE PUBLIC GENERAL 1,250

ASTRAL ARTISTS

1500 WALNUT STREET SUITE 413
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 1,000

AZUKA THEATRE COLLECTIVE

1700 SANSOM STREET SUITE 800
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,000

BACK ON MY FEET PHILADELPHIA

100 S BROAD STREET
PHILADELPHIA,PA19110 		NONE PUBLIC GENERAL 1,250

BALLETX

1923 WASHINGTON AVENUE
PHILADELPHIA,PA19146 		NONE PUBLIC GENERAL 5,000

BANCROFT

1255 CALDWELL ROAD
CHERRY HILL,NJ08034 		NONE PUBLIC GENERAL 1,500

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		NONE PUBLIC GENERAL 25,000

BARTRAM'S GARDEN

5400 LINDBERGH BOULEVARD
PHILADELPHIA,PA19143 		NONE PUBLIC GENERAL 2,500

BESTWORK INDUSTRIES FOR THE BLIND INC

1940 OLNEY AVENUE SUITE 200
CHERRY HILL,NJ08003 		NONE PUBLIC GENERAL 2,000

BETHESDA PROJECT

1630 SOUTH ST
PHILADELPHIA,PA19146 		NONE PUBLIC GENERAL 1,500

BIG PICTURE PHILADELPHIA

2300 W MASTER STREET
PHILADELPHIA,PA19121 		NONE PUBLIC GENERAL 2,000

BLACK GIRLS LOVE MATH

3600 CONSHOHOCKEN AVE APT 2212
PHILADELPHIA,PA191315342 		NONE PUBLIC GENERAL 1,500

BODY EMPOWERMENT PROJECT

1811 CHESTNUT STREET APT 801
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,000

BOOKSMILES

7300 N CRESCENT BLVD UNIT 10
PENNSAUKEN,NJ08110 		NONE PUBLIC GENERAL 2,500

BOURNELYF SPECIAL CAMP

1070 S NEW STREET
WEST CHESTER,PA19382 		NONE PUBLIC GENERAL 1,000

BOY SCOUTS OF AMERICA CRADLE OF LIBERTY COUNCIL

1485 VALLEY FORGE ROAD
WAYNE,PA19087 		NONE PUBLIC GENERAL 2,000

BOYS & GIRLS CLUBS OF PHILADELPHIA

1518 WALNUT STREET SUITE 712
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 2,500

BREAKTHROUGH OF GREATER PHILADELPHIA

34 W COULTER STREET
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 10,000

BREAKTHROUGH DEAF ADVOCACY PLUS INDEPENDENT LIVING

3675 MARKET STREET SUITE 200
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 1,500

BRIGHTER HORIZON FOUNDATION

739 WESTVIEW ST
PHILADELPHIA,PA19119 		NONE PUBLIC GENERAL 1,250

BRINGING HOPE HOME INC

641 SWEDESFORD ROAD
MALVERN,PA19355 		NONE PUBLIC GENERAL 1,000

BROAD STREET MINISTRY

PO BOX 22656
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 3,000

CAMP DREAMCATCHER INC

148 WEST STATE STREET SUITE 104
KENNETT SQUARE,PA19348 		NONE PUBLIC GENERAL 1,000

CARING FOR FRIENDS

12271 TOWNSEND ROAD
PHILADELPHIA,PA19154 		NONE PUBLIC GENERAL 1,000

CASAYOUTH ADVOCATES

PO BOX 407
MEDIA,PA19063 		NONE PUBLIC GENERAL 1,000

CATHEDRAL KITCHEN INC

1514 FEDERAL STREET
CAMDEN,NJ081051712 		NONE PUBLIC GENERAL 3,000

CENTER FOR AQUATIC SCIENCES

1 RIVERSIDE DRIVE
CAMDEN,NJ081031060 		NONE PUBLIC GENERAL 1,500

CENTER IN THE PARK

5818 GERMANTOWN AVE
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 1,500

CHESTER CHILDREN'S CHORUS

500 COLLEGE AVENUE
SWARTHMORE,PA19081 		NONE PUBLIC GENERAL 1,500

CHESTER EASTSIDE INC

PO BOX 36
CHESTER,PA19013 		NONE PUBLIC GENERAL 1,500

CHESTNUT HILL MEALS ON WHEELS

1710 BETHLEHEM PIKE
FLOURTOWN,PA19031 		NONE PUBLIC GENERAL 1,500

CHILDREN'S CRISIS TREATMENT CENTER

1080 NORTH DELAWARE AVENUE SUITE
600
PHILADELPHIA,PA19125 		NONE PUBLIC GENERAL 2,500

CHILDREN'S FIRST

990 SPRING GARDEN STREET SUITE 200
PHILADELPHIA,PA19123 		NONE PUBLIC GENERAL 2,500

CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA

100 S BROAD STREET SUITE 1200
PHILADELPHIA,PA19110 		NONE PUBLIC GENERAL 5,000

CHILDREN'S VILLAGE

125 N 8TH ST
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 1,000

CHRIST CHURCH PRESERVATION TRUST

20 NORTH AMERICAN STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 2,500

CITY YEAR PHILADELPHIA

444 N 3RD ST SUITE 500
PHILADELPHIA,PA19123 		NONE PUBLIC GENERAL 7,500

CLARIFI

1635 MARKET ST SUITE 510
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 2,000

CLARKE SCHOOLS FOR HEARING AND SPEECH

2 PENN BOULEVARD 220
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 1,250

COBBS CREEK FOUNDATION

300 CONSHOHOCKEN STATE RD
WEST CONSHOHOCKEN,PA19428 		NONE PUBLIC GENERAL 30,000

COLLEGE POSSIBLE PHILADELPHIA

2000 HAMILTON STREET SUITE 303
PHILADELPHIA,PA19130 		NONE PUBLIC GENERAL 2,500

COMMUNITY PARTNERSHIP SCHOOL

3033 GLENWOOD AVENUE
PHILADELPHIA,PA19121 		NONE PUBLIC GENERAL 1,000

COMMUNITY WAREHOUSE PROJECT

PO BOX 218
WEST CHESTER,PA19381 		NONE PUBLIC GENERAL 1,500

COMPASS

1720 N STREET NW
WASHINGTON,DC20036 		NONE PUBLIC GENERAL 2,000

CONSUMER BANKRUPTCY ASSISTANCE PROJECT INC

718 ARCH STREET SUITE 300N
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 2,500

COUNCIL FOR RELATIONSHIPS INC

4025 CHESNUT STREET 1ST FLOOR
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 1,500

COVENANT HOUSE PENNSYLVANIA

31 E ARMAT STREET
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 3,000

CRADLE OF HOPE INC

1657 THE FAIRWAY 140
JENKINTOWN,PA19046 		NONE PUBLIC GENERAL 1,000

CRADLES TO CRAYONS

4700 WISSAHICKON AVENUE 142
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 12,000

CRISTO REY PHILADELPHIA HIGH SCHOOL

1717 WEST ALLEGHENY AVENUE
PHILADELPHIA,PA19132 		NONE PUBLIC GENERAL 1,000

DEAFCAN

730 SOUTH NEW ST
WEST CHESTER,PA19382 		NONE PUBLIC GENERAL 1,000

DRUEDING CENTER

413 W MASTER STREET
PHILADELPHIA,PA19122 		NONE PUBLIC GENERAL 6,000

EDUCATION LAW CENTER - PA

1800 JFK BLVD SUITE 1900A
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 3,500

EIGHTEEN TWELVE (1812) PRODUCTIONS INC

2329 SOUTH 3RD STREET
PHILADELPHIA,PA19148 		NONE PUBLIC GENERAL 1,500

ELUNA

1617 JFK BOULEVARD SUITE 935
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,500

ENSEMBLE ARTS

ONE SOUTH BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 5,000

EPISCOPAL LEGAL AID OF THE DIOCESE OF PENNSYLVANIA INC

PO BOX 434
HAVERFORD,PA19041 		NONE PUBLIC GENERAL 2,500

EPSICOPAL COMMUNITY SERVICES OF DIOCESE PA

225 S THIRD STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 4,000

ESF DREAM CAMP FOUNDATION

750 E HAVERFORD ROAD
BRYN MAWR,PA19010 		NONE PUBLIC GENERAL 1,500

ESPERANZA IMMIGRATION LEGAL SERVICES

4261 N 5TH STREET
PHILADELPHIA,PA19140 		NONE PUBLIC GENERAL 2,000

FABRIC WORKSHOP INC

1214 ARCH STREET
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 3,000

FACE TO FACE INC

123 EAST PRICE STREET
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 3,000

FAIRMOUNT PARK CONSERVANCY OHIO HOUSE

4700 STATES DRIVE
PHILADELPHIA,PA19131 		NONE PUBLIC GENERAL 2,500

FAMILY PROMISE MONTCO

31 S SPRING GARDEN ST
AMBLER,PA19002 		NONE PUBLIC GENERAL 1,000

FIRST STOP RECOVERY

2414 KENSINGTON AVE
PHILADELPHIA,PA19125 		NONE PUBLIC GENERAL 1,000

FIRST UP

1608 WALNUT STREET SUITE 300
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,000

FLEISHER ART MEMORIAL

719 CATHARINE STREET
PHILADELPHIA,PA19147 		NONE PUBLIC GENERAL 2,000

FRINGE ARTS

140 N COLUMBUS BLVD
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 1,000

GEMMA SERVICES

512 W TOWNSHIP LINE ROAD
PLYMOUTH MEETING,PA19462 		NONE PUBLIC GENERAL 2,000

GIRL SCOUTS OF EASTERN PENNSYLVANIA

330 MANOR ROAD
MIQUON,PA19444 		NONE PUBLIC GENERAL 1,500

GRACES FOUNDATION

1901 SOUTH 9TH STREET 205
PHILADELPHIA,PA19148 		NONE PUBLIC GENERAL 1,000

GRADUATE PHILADELPHIA

1635 MARKET ST SUITE 1600
PHILADELPHIA,PA191032301 		NONE PUBLIC GENERAL 1,000

GREATER PHILADELPHIA YMCA

400 FAYETTE STREET
CONSHOHOCKEN,PA19428 		NONE PUBLIC GENERAL 5,000

HABITAT FOR HUMANITY PHILADELPHIA

1829 N 19TH STREET
PHILADELPHIA,PA19121 		NONE PUBLIC GENERAL 3,500

HEIGHTS PHILADELPHIA

123 SOUTH BROAD STREET SUITE 850
PHILADELPHIA,PA19109 		NONE PUBLIC GENERAL 10,000

HELPHOPELIVE

TWO RADNOR CORPORATE CENTER SUITE
100100 MANTSON ROAD
RANDOR,PA19087 		NONE PUBLIC GENERAL 1,000

HISTORIC FAIR HILL BURIAL GROUND CORPORATION

5501 GERMANTOWN AVENUE
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 1,500

HISTORIC GERMANTOWN

7782 CRITTENDEN STREET SUITE 27399
PHILADELPHIA,PA191189998 		NONE PUBLIC GENERAL 1,500

HISTORICAL SOCIETY OF PENNSYLVANIA

1300 LOCUST ST
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 2,000

HORIZONS AT GREENE STREET FRIENDS SCHOOL

20 W ARMAT STREET
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 2,000

INGLIS HOUSE

2600 BELMONT AVENUE
PHILADELPHIA,PA19131 		NONE PUBLIC GENERAL 6,000

JEVS HUMAN SERVICES

1845 WALNUT STREET 7TH FLOOR
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,500

JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA

2100 ARCH STREET 5TH FLOOR
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,500

JOSEPH'S HOUSE OF CAMDEN LLC

20 CHURCH STREET
CAMDEN,NJ08105 		NONE PUBLIC GENERAL 2,500

KELLY ANNE DOLAN MEMORIAL FUND

580 VIRGINIA DRIVE SUITE 110 SECOND
FLOOR
FORT WASHINGTON,PA19034 		NONE PUBLIC GENERAL 1,500

KIDS SMILES INC

219 B CHESTER PIKE
NORWOOD,PA19074 		NONE PUBLIC GENERAL 2,000

KIPP PHILADELPHIA PUBLIC SCHOOLS

5070 PARKSIDE AVE 3500D
PHILADELPHIA,PA19131 		NONE PUBLIC GENERAL 1,000

KORESH DANCE COMPANY

2002 RITTENHOUSE SQUARE
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,000

LANTERN THEATER COMPANY

1015 CHESTNUT STREET SUITE 1515
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 1,500

LAUREL HOUSE

PO BOX 764
NORRISTOWN,PA19404 		NONE PUBLIC GENERAL 2,500

LEGAL CLINIC FOR THE DISABLED INC

1513 RACE STREET
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 1,500

LEVELING THE PLAYING FIELD - PHILADELPHIA

404 ELMWOOD AVE
SHARON HILL,PA19079 		NONE PUBLIC GENERAL 3,500

LIGUORI ACADEMY

1952 E ALLEGHENY AVENUE
PHILADELPHIA,PA19134 		NONE PUBLIC GENERAL 1,000

LOAVES & FISHES FOOD PANTRY

703 LINCOLN AVENUE
PROSPECT PARK,PA19076 		NONE PUBLIC GENERAL 1,500

MAGEE REHABILITATION HOSPITAL FOUNDATION

1513 RACE STREET
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 1,000

MAIN LINE MEALS ON WHEELS

P O BOX 801
DEVON,PA19333 		NONE PUBLIC GENERAL 1,000

MAINSTAGE CENTER FOR THE ARTS

27 S BLACK HORSE PIKE
BLACKWOOD,NJ08012 		NONE PUBLIC GENERAL 1,000

MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY

5 VALLEY SQUARE 210
BLUE BELL,PA19422 		NONE PUBLIC GENERAL 2,000

MANN CENTER FOR THE PERFORMING ARTS

123 S BROAD STREET SUITE 815
PHILADELPHIA,PA19109 		NONE PUBLIC GENERAL 3,000

MANNA

420 NORTH 20TH STREET
PHILADELPHIA,PA19130 		NONE PUBLIC GENERAL 3,000

MANNA ON MAIN STREET

606 EAST MAIN STREET SUITE 1001
LANSDALE,PA194462029 		NONE PUBLIC GENERAL 4,000

MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY

30 W BARNARD STREET 1
WEST CHESTER,PA19382 		NONE PUBLIC GENERAL 1,000

MATERNITY CARE COALITION

2000 HAMILTON STREET SUITE 205
PHILADELPHIA,PA19130 		NONE PUBLIC GENERAL 6,000

MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA INC

1939 W VENANGO STREET
PHILADELPHIA,PA19140 		NONE PUBLIC GENERAL 1,500

MIGHTY WRITERS INC

1501 CHRISTIAN ST
PHILADELPHIA,PA19146 		NONE PUBLIC GENERAL 1,500

MINDING YOUR MIND

124 SIBLEY AVENUE
ARDMORE,PA19003 		NONE PUBLIC GENERAL 2,000

MORRIS ARBORETUM

100 E NORTHWESTERN AVENUE
PHILADELPHIA,PA19118 		NONE PUBLIC GENERAL 1,500

MT AIRY ART GARAGE

7056 GERMANTOWN AVENUE
PHILADELPHIA,PA19119 		NONE PUBLIC GENERAL 1,250

MUSEUM OF THE AMERICAN REVOLUTION

101 SOUTH THIRD STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 7,500

MUSICOPIA INC

1700 MARKET STREET SUITE 1005
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,000

NATIONAL LIBERTY MUSEUM

321 CHESTNUT STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 2,500

NEIGHBORHOOD BIKE WORKS

3943 LANCASTER AVENUE
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 1,500

NEW LEASH ON LIFE

PO BOX 326
NARBERTH,PA19072 		NONE PUBLIC GENERAL 2,000

NORTH LIGHT COMMUNITY CENTER

175 GREEN LANE
PHILADELPHIA,PA19127 		NONE PUBLIC GENERAL 2,000

NORTH10 PHILADELPHIA

3890 N 10TH STREET
PHILADELPHIA,PA19140 		NONE PUBLIC GENERAL 2,500

ONE HOUSE AT A TIME

411 SUSQUEHANNA ROAD
AMBLER,PA19002 		NONE PUBLIC GENERAL 1,500

OPERA PHILADELPHIA

1420 LOCUST STREET SUITE 210
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 2,500

OPERATION WARM INC

50 APPLIED BANK BOULEVARD
GLEN MILLS,PA19342 		NONE PUBLIC GENERAL 2,000

PATHWAYS TO HOUSING PA

5210 OLD YORK ROAD
PHILADELPHIA,PA19141 		NONE PUBLIC GENERAL 1,500

PENN LIVE ARTS

3680 WALNUT STREET
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 2,000

PENN MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY

3260 SOUTH STREET
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 3,000

PENNSYLVANIA ACADEMY OF THE FINE ARTS

128 NORTH BROAD STREET
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 3,000

PENNSYLVANIA SOCIETY FOR BIOMEDICAL RESEARCH

PO BOX 1163
CAMP HILL,PA170011163 		NONE PUBLIC GENERAL 2,000

PENNSYLVANIANS FOR MODERN COURTS 2 PENN CENTER SUITE 1140

1500 JOHN F KENNEDY BOULEVARD
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 3,500

PEOPLE'S LIGHT AND THEATRE COMPANY

39 CONESTOGA ROAD
MALVERN,PA19355 		NONE PUBLIC GENERAL 1,500

PERFORMANCE GARAGE

1515 BRANDYWINE STREET
PHILADELPHIA,PA19130 		NONE PUBLIC GENERAL 1,000

PERKINS CENTER FOR THE ARTS

395 KINGS HIGHWAY
MOORESTOWN,NJ08057 		NONE PUBLIC GENERAL 1,000

PETER'S PLACE

336 KING OF PRUSSIA ROAD
RADNOR,PA19087 		NONE PUBLIC GENERAL 1,500

PHILABUNDANCE

3616 S GALLOWAY STREET
PHILADELPHIA,PA19148 		NONE PUBLIC GENERAL 5,000

PHILADELPHIA ALLIANCE FOR CAPITAL AND TECHNOLOGIES (PACT)

200 S BROAD STREET SUITE 700
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 2,500

PHILADELPHIA ARTS IN EDUCATION PARTNERSHIP

440 NORTH BROAD STREET
PHILADELPHIA,PA19130 		NONE PUBLIC GENERAL 1,000

PHILADELPHIA BALLET

323 N BROAD STREET
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 1,500

PHILADELPHIA BOYS AND GIRLS CHOIRS

1336 SPRING GARDEN ST
PHILADELPHIA,PA19123 		NONE PUBLIC GENERAL 1,500

PHILADELPHIA CLEF CLUB OF THE PERFORMING ARTS INC

736 SOUTH BROAD STREET
PHILADELPHIA,PA19146 		NONE PUBLIC GENERAL 1,500

PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE

4180 CITY AVENUE
PHILADELPHIA,PA19131 		NONE PUBLIC GENERAL 1,500

PHILADELPHIA DANCE COMPANY

9 NORTH PRESTON STREET
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 1,500

PHILADELPHIA FILM SOCIETY

1412 CHESTNUT STREET
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 5,000

PHILADELPHIA LEGAL ASSISTANCE CENTER INC

718 ARCH STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 3,500

PHILADELPHIA MURAL ARTS ADVOCATES

1727-29 MT VERNON STREET
PHILADELPHIA,PA19130 		NONE PUBLIC GENERAL 4,000

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA19101 		NONE PUBLIC GENERAL 15,000

PHILADELPHIA ORCHESTRA ASSOCIATION

ONE SOUTH BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 5,000

PHILADELPHIA THEATRE COMPANY

215 S BROAD STREET SUITE 304
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 5,000

PHILADELPHIA VETERANS MULTI-SERVICE & EDUCATION CENTER INC

213-217 N 4TH STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 2,500

PHILADELPHIA VIP INC

1500 WALNUT STREET SUITE 400
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 5,000

PHILADELPHIA VOLUNTEER LAWYERS FOR THE ARTS

100 S JUNIPER STREET 3RD FLOOR
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 2,500

PHILADELPHIA WOMEN'S THEATRE FESTIVAL

3420 INDIAN QUEEN LANE
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 1,000

PHILADELPHIA YOUTH NETWORK INC

400 MARKET STREET SUITE 200
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 1,500

PHILADELPHIA YOUTH SPORTS COLLABORATIVE

1501 CHERRY STREET
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 3,500

PHILADELPHIA250

230 S BROAD STREET 17TH FLOOR
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 1,000

PHILADELPHIA'S MAGIC GARDENS

1020 SOUTH STREET
PHILADELPHIA,PA19147 		NONE PUBLIC GENERAL 3,000

PHOENIXVILLE AREA COMMUNITY SERVICES

101 BUCHANAN STREET
PHOENIXVILLE,PA19460 		NONE PUBLIC GENERAL 1,000

PICASSO PROJECT

1170 S BROAD STREET
PHILADELPHIA,PA19146 		NONE PUBLIC GENERAL 2,500

PLANNED PARENTHOOD KEYSTONE (BUCKS COUNTY)

610 LOUIS DRIVE SUITE 300
WARMINSTER,PA18974 		NONE PUBLIC GENERAL 2,500

PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY INC

317 S BROADWAY
CAMDEN,NJ08103 		NONE PUBLIC GENERAL 5,000

PLANNED PARENTHOOD OF SOUTHEASTERN PENNSYLVANIA

1144 LOCUST STREET
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 11,000

PLEASE TOUCH MUSEUM

4231 AVENUE OF THE REPUBLIC
PHILADELPHIA,PA19131 		NONE PUBLIC GENERAL 3,000

PUBLIC INTEREST LAW CENTER OF PHILADELPHIA 2 PENN CENTER

1500 JOHN F KENNEDY BOULEVARD SUITE
802
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 3,500

PYO MUSIC INSTITUTE

PO BOX 41810
PHILADELPHIA,PA19101 		NONE PUBLIC GENERAL 1,500

QUINTESSENCE THEATRE GROUP

7135 GERMANTOWN AVE FLOOR 2
PHILADELPHIA,PA19119 		NONE PUBLIC GENERAL 2,500

READING ALLOWED

275 S 19TH STREET UNIT 600
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 3,000

RIVERBEND ENVIRONMENTAL EDUCATION CENTER

1950 SPRING MILL ROAD
GLADWYNE,PA19035 		NONE PUBLIC GENERAL 1,000

ROCK TO THE FUTURE

1201 N 3RD STREET 283
PHILADELPHIA,PA19122 		NONE PUBLIC GENERAL 1,500

RONALD MCDONALD HOUSE OF PHILADELPHIA

3925 CHESTNUT STREET
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 3,500

RYAN'S CASE FOR SMILES

295 E SWEDESFORD ROAD 396
WAYNE,PA19087 		NONE PUBLIC GENERAL 4,900

SAINT JOSEPH'S CARPENTER SOCIETY

20 CHURCH STREET
CAMDEN,NJ08105 		NONE PUBLIC GENERAL 1,500

SALVATION ARMY

701 NORTH BROAD STREET
PHILADELPHIA,PA19123 		NONE PUBLIC GENERALGENERAL 5,000

SANCTUARY FARM PHILA

1909 NORTH 24TH STREET
PHILADELPHIA,PA19121 		NONE PUBLIC GENERAL 1,000

SCHUYLKILL RIVER DEVELOPMENT CORPORATION

2401 WALNUT STREET SUITE 603
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 2,000

SENIORLAW CENTER

1650 ARCH STREET SUITE 1820
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 2,000

SETTLEMENT MUSIC SCHOOL

416 QUEEN ST
PHILADELPHIA,PA19147 		NONE PUBLIC GENERAL 5,000

SHARE FOOD PROGRAM

2901 W HUNTING PARK AVE
PHILADELPHIA,PA19129 		NONE PUBLIC GENERAL 3,500

SUMMER SEARCH

1528 WALNUT STREET SUITE 1006
PHILADELPHIA,PA19102 		NONE PUBLIC GENERAL 2,000

SUPPORT CENTER FOR CHILD ADVOCATES

1617 JFK BOULEVARD SUITE 1200
PHILADELPHIA,PA191031405 		NONE PUBLIC GENERAL 10,000

SUPPORTIVE OLDER WOMEN'S NETWORK

4100 MAIN ST
PHILADELPHIA,PA19127 		NONE PUBLIC GENERAL 2,500

TALLER PUERTORRIQUENO INC

2600 NORTH 5TH STREET
PHILADELPHIA,PA19133 		NONE PUBLIC GENERAL 1,500

TEACH FOR AMERICA

100 W OXFORD STREET E-3000
PHILADELPHIA,PA19122 		NONE PUBLIC GENERAL 12,500

THE BUSINESS CENTER FOR ENTREPRENEURSHIP

7500 GERMANTOWN AVE
PHILADELPHIA,PA19119 		NONE PUBLIC GENERAL 3,000

THE CHILDREN'S HOME SOCIETY OF NEW JERSEY

635 SOUTH CLINTON AVENUE
TRENTON,NJ08611 		NONE PUBLIC GENERAL 1,000

THE CLAY STUDIO

1425 N AMERICAN STREET
PHILADELPHIA,PA19122 		NONE PUBLIC GENERAL 2,000

THE CURTIS INSTITUTE OF MUSIC

1726 LOCUST STREET
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 2,000

THE FRANKLIN INSTITUTE

222 NORTH 20TH STREET
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 10,000

THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA

30 S 17TH ST 11TH FL
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 10,000

THE GARAGE COMMUNITY & YOUTH CENTER

115 S UNION STREET
KENNETT SQUARE,PA19348 		NONE PUBLIC GENERAL 2,000

THE HEALTH CARE IMPROVEMENT FOUNDATION INC

TEN PENN CENTER 1801 MARKET STREET
SUITE 710
PHILADELPHIA,PA191031628 		NONE PUBLIC GENERAL 4,000

THE LENFEST INSTITUTE FOR JOURNALISM TPF SPECIAL ASSETS FUND

801 MARKET STREET SUITE 300
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 5,000

THE NETWORK FOR TEACHING ENTREPRENEURSHIP TEMPLE UNIVERSITY-ECEC

1509 CECIL B MOORE AVENUE SUITE 222
PHILADELPHIA,PA19121 		NONE PUBLIC GENERAL 2,000

THE NICHE CLINIC

514 SOUTH STREET UNIT 305
PHILADELPHIA,PA19147 		NONE PUBLIC GENERAL 1,000

THE PATHWAY SCHOOL

162 EGYPT ROAD
JEFFERSONVILLE,PA19403 		NONE PUBLIC GENERAL 1,500

THE PRINT CENTER

1614 LATIMER STREET
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 1,500

THE ROCK SCHOOL FOR DANCE EDUCATION

1101 S BROAD STREET
PHILADELPHIA,PA19147 		NONE PUBLIC GENERAL 1,500

THE SCHUYKILL CENTER FOR ENVIRONMENTAL EDUCATION

8480 HAGYS MILL ROAD
PHILADELPHIA,PA19128 		NONE PUBLIC GENERAL 1,000

THE SPARROW FUND

124 THIRD AVENUE
PHOENIXVILLE,PA19460 		NONE PUBLIC GENERAL 1,500

THE TRUST FOR PUBLIC LAND

1608 WALNUT STREET SUITE 302
PHILADELPHIA,PA19103 		NONE PUBLIC GENERAL 2,000

THE WARDROBE

444 N 3RD STREET SUITE 105
PHILADELPHIA,PA19123 		NONE PUBLIC GENERAL 5,000

THE WILMA THEATER

265 S BROAD STREET
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 10,000

THEATRE EXILE COMPANY

1340 S 13TH STREET
PHILADELPHIA,PA19147 		NONE PUBLIC GENERAL 1,500

TILT INSTITUTE FOR THE CONTEMPORARY IMAGE

1400 N AMERICAN STREET
PHILADELPHIA,PA19122 		NONE PUBLIC GENERAL 1,000

UNIVERSITY CITY ARTS LEAGUE INC

4226 SPRUCE STREET
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 1,000

UPLIFT CENTER FOR GRIEVING CHILDREN

3300 HENRY AVENUE SUITE 102
PHILADELPHIA,PA19129 		NONE PUBLIC GENERAL 3,000

URBAN PROMISE MINISTRIES INC

PO BOX 1479
CAMDEN,NJ08105 		NONE PUBLIC GENERAL 2,500

URBAN RESOURCES DEVELOPMENT CORPORATION

6001 GERMANTOWN AVENUE
PHILADELPHIA,PA19144 		NONE PUBLIC GENERAL 5,000

VARIETY-THE CHILDREN'S CHARITY

2950 POTSHOP ROAD PO BOX 609
WORCESTER,PA19490 		NONE PUBLIC GENERAL 1,500

VETRI COMMUNITY PARTNERSHIP

211 N 13TH STREET SUITE 303
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 1,000

VISIONLINK

PO BOX 1758
BENSALEM,PA19020 		NONE PUBLIC GENERAL 5,000

VOX POPULI

319 N 11TH STREET 3RD FLOOR
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 1,500

WAGNER FREE INSTITUTE OF SCIENCE

1700 WEST MONTGOMERY AVENUE
PHILADELPHIA,PA19121 		NONE PUBLIC GENERAL 3,000

WALNUT STREET THEATRE

825 WALNUT STREET
PHILADELPHIA,PA19107 		NONE PUBLIC GENERALGENERAL 2,000

WASHINGTON MEMORIAL HERITAGE

PO BOX 98
VALLEY FORGE,PA19481 		NONE PUBLIC GENERAL 2,000

WEST PHILADELPHIA ALLIANCE FOR CHILDREN

PO BOX 9981
PHILADELPHIA,PA19118 		NONE PUBLIC GENERAL 2,500

WHYY INC

150 NORTH SIXTH STREET
PHILADELPHIA,PA19106 		NONE PUBLIC GENERAL 12,500

WISSAHICKON TRAILS

12 MORRIS ROAD
AMBLER,PA19002 		NONE PUBLIC GENERAL 5,000

WOMEN AGAINST ABUSE

100 S BROAD STREET SUITE 1341
PHILADELPHIA,PA19110 		NONE PUBLIC GENERAL 3,000

WOMEN'S LAW PROJECT

125 SOUTH NINTH STREET SUITE 300
PHILADELPHIA,PA19107 		NONE PUBLIC GENERAL 4,000

WOMEN'S RESOURCE CENTER

113 W WAYNE AVENUE
WAYNE,PA19087 		NONE PUBLIC GENERAL 2,000

WOODMERE ART MUSEUM

9201 GERMANTOWN AVENUE
PHILADELPHIA,PA19118 		NONE PUBLIC GENERAL 3,000

WOODS SERVICES FOUNDATION

40 MARTIN GROSS DRIVE PO BOX 36
LANGHORNE,PA19047 		NONE PUBLIC GENERAL 1,000

WORLD CAFE LIVE

3025 WALNUT STREET
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 3,000

WXPN - UNIVERSITY OF PENNSYLVANIA

3025 WALNUT STREET
PHILADELPHIA,PA19104 		NONE PUBLIC GENERAL 2,000

YOUTH EMPOWERMENT SERVICES - YESPHILLY ACCELERATED HIGH SCHOOL

2709 N BROAD ST 4TH FLOOR
PHILADELPHIA,PA19132 		NONE PUBLIC GENERAL 1,500

ZOOLOGICAL SOCIETY OF PHILADELPHIA

3400 WEST GIRARD AVENUE
PHILADELPHIA,PA191041139 		NONE PUBLIC GENERAL 25,000
Total .................................right arrow 3a 712,650
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
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 ....     14 449,845  
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 .....     14 209,555  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -83,483  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 575,917 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
575,917
(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 InvestmentsCorpStockSchedule
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Name of Stock End of Year Book Value End of Year Fair Market Value
AIP MULTI STRATEGY FD 4,318 17,569
BLACKROCK LOW DURATION 1,010,002 1,018,774
JPM EAFE EQUITY 1,098,841 1,163,017
JPM EMERGING MARKET EQUITY 1,272,540 1,135,315
JPM EUROPEAN LARGE CAP EQUITY 980,287 989,793
JPM GLOBAL EQUITY 164,879 169,889
JPM HARD ASSETS 269,059 229,013
JPM JAPANESE LARGE CAP EQUITY 661,902 675,123
JPM US FIXED INCOME 2,877,953 2,725,013
JPM US LARGE CAP EQUITY 5,665,147 7,829,147
JPM US MID CAP EQUITY 323,035 385,013

TY 2024 InvestmentsOtherSchedule2
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ASF IX PRIVATE INVESTORS AT COST 41,330 40,308
ASP 2021 GLOBAL FUND AT COST 287,894 324,528
CPI (CARLYLE PROPERTY) AT COST 464,824 447,101
HPS CORPORATE LENDING AT COST 250,000 289,796
PEG GLOBAL PRIVATE AT COST 242,842 266,408
SLA II PRIVATE INVESTORS AT COST 201,855 198,933
ASP 2024 GLOBAL FUND AT COST 12,500 12,500

TY 2024 OtherAssetsSchedule
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LUBERT-ADLER RE FUND IV-RO 36,433 36,928 36,928
LUBERT-ADLER RE FUND V, L.P.-RO 15,980 16,021 16,021
LLR EQUITY PARTNERS III, LP 23,951 22,721 22,721
VERSA CAPITAL FUND II-A, LP 107,949 104,795 104,795
LLR EQUITY PARTNERS IV, LP 45,330 74,469 74,469
LLR EQUITY PARTNERS V 370,902 367,305 367,305


TY 2024 OtherIncomeSchedule2
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LLR EQUITY PARTNERS III -234 -234 -234
VERSA CAPITAL FUND II-A -7,654 -7,654 -7,654
LUBERT-ADLER RE FUND V-RO 566 566 566
LUBERT-ADLER RE FUND IV-RO 495 495 495
LLR EQUITY PARTNERS V 78,054 78,054 78,054
LLR EQUITY PARTNERS IV 154,475 154,475 154,475
CPI CARLYLE PROPERTY -7,839 -7,839 -7,839
LLR EQUITY INTERNATIONAL VII -8,308 -8,308 -8,308


TY 2024 OtherProfessionalFeesSchedule
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC ADVISORS 692 692   0
INVESTMENT ADVISORY FEES 68,211 68,211   0
DUANE MORRIS ADMINISTRATION FEES 102,000 0   91,800


TY 2024 TaxesSchedule
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 2,027 0   0
FOREIGN TAXES PAID 9,433 0   0