Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE ELMER R DEAVER FOUNDATION IDT
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

23-7830263
B Telephone number (see instructions)

8557392921
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$17,536,086J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 346,579 346,579  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 648,496
b Gross sales price for all assets on line 6a 3,543,440
7 Capital gain net income (from Part IV, line 2)... 648,496
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 995,075 995,075  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 139,153 104,365   34,788
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,341 0 0 1,341
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
35,263     35,263
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,445 7,474   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
738 738    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 207,940 112,577 0 71,392
25 Contributions, gifts, grants paid....... 602,318 602,318
26 Total expenses and disbursements. Add lines 24 and 25 ................ 810,258 112,577 0 673,710
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 184,817
b Net investment income (if negative, enter -0-) 882,498
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 3,388    
2 Savings and temporary cash investments......... 746,962 780,007 780,007
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
108,904 		100,098
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 3,831,281 Click to see attachment
List of Attached Documents:
// Content
4,434,130 		4,398,661
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,960,166 Click to see attachment
List of Attached Documents:
// Content
7,445,779 		12,257,320
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,541,797 12,768,820 17,536,086
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,541,797 12,768,820
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,541,797 12,768,820
30 Total liabilities and net assets/fund balances (see instructions). 12,541,797 12,768,820
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
12,541,797
2
Enter amount from Part I, line 27a .....................
2
184,817
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
43,544
4
Add lines 1, 2, and 3 ..........................
4
12,770,158
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,338
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
12,768,820
Form 990-PF (2025)
Form 990-PF (2025)
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 40000. CAPITAL ONE FINANCIA 3.200% 2/05/25   2020-05-08 2025-01-06
b 1756.37 GS MORTGAGE SECURITI 3.498% 7/10/48   2021-05-06 2025-01-13
c 556.29 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-01-15
d 200.84 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-01-15
e 50000. US TREASURY NOTE 3.875% 8/15/33   2023-09-26 2025-01-24
15000. US TREASURY NOTE 2.625% 1/31/26   2024-12-03 2025-02-07
36365.81 GS MORTGAGE SECURITI 3.498% 7/10/48   2021-05-06 2025-02-12
470.68 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-02-15
129.63 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-02-15
228.17 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-02-25
389.29 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-02-25
56.1 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-02-25
811.3 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-02-25
43431.6 GS MORTGAGE SECURITI 3.498% 7/10/48   2021-05-06 2025-03-12
80000. TEXAS INSTRUMENTS IN 1.375% 3/12/25   2020-05-04 2025-03-12
429.38 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-03-15
279.41 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-03-15
234.05 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-03-25
331.49 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-03-25
56.52 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-03-25
1489.17 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-03-25
442.87 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-04-15
218.48 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-04-15
70000. US TREASURY NOTE 2.875% 5/15/28   2023-05-10 2025-04-24
194.45 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-04-25
497.37 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-04-25
56.51 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-04-25
2081.18 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-04-25
35000. ABBVIE INC 3.600% 5/14/25   2020-10-29 2025-05-14
462.45 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-05-15
227.06 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-05-15
223.38 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-05-25
1421.78 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-05-25
399.57 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-05-25
56.67 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-05-25
2144.24 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-05-25
40000. MCDONALD'S CORP 3.375% 5/26/25   2018-03-01 2025-05-26
40000. XCEL ENERGY INC 3.300% 6/01/25   2020-12-01 2025-06-01
385.71 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-06-15
196.93 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-06-15
45000. STRYKER CORP 1.150% 6/15/25   2020-10-29 2025-06-15
218.75 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-06-25
2212.01 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-06-25
319.39 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-06-25
107.53 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-06-25
2142.29 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-06-25
378.96 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-07-15
126.88 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-07-15
60000. MORGAN STANLEY 4.000% 7/23/25   2023-07-28 2025-07-23
246.28 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-07-25
2593.25 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-07-25
530.41 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-07-25
55.9 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-07-25
1693.79 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-07-25
12147.564 INV OPP DEVELOP MRKTS-R6 7038   2013-07-15 2025-07-31
17559.263 TOUCHSTONE SANDS EM GR-R6 #525   2021-07-14 2025-07-31
2768.549 ARTISAN SMALL CAP FUND-INS #2452   2020-12-17 2025-08-07
30072.278 FIDELITY NEW MRKTS INC-Z #3323   2016-03-17 2025-08-07
1009.383 HARBOR CAPITAL APPREC-RET #2512   2024-12-20 2025-08-07
2185.25 HARBOR CAPITAL APPREC-RET #2512   2007-01-25 2025-08-07
21053.109 MSIF-INTERNATIONAL EQTY-IS #8209   2011-11-18 2025-08-07
1912.96 T ROWE PRICE BLUE CHIP-I #429   2020-04-09 2025-08-07
390.94 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-08-15
181.67 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-08-15
235.73 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-08-25
2034.03 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-08-25
337.03 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-08-25
56.06 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-08-25
1357.58 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-08-25
261.77 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-09-15
439.72 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-09-15
214.07 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-09-25
1388.61 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-09-25
584.99 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-09-25
56.11 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-09-25
1730.87 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-09-25
50000. US TREASURY NOTE 2.625% 1/31/26   2025-03-12 2025-10-03
147.17 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2025-10-15
296.49 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-10-15
211.29 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-10-25
2447.28 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-10-25
385.32 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-10-25
56.45 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-10-25
1735.55 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-10-25
129.24 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-11-15
180.92 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-11-25
5357.27 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-11-25
297.3 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-11-25
56.8 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-11-25
2914.07 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-11-25
35000. DISCOVER BANK 3.450% 7/27/26   2021-06-02 2025-12-03
35000. AON PLC 3.875% 12/15/25   2019-08-21 2025-12-15
140.71 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2025-12-15
10000. US TREASURY NOTE 2.625% 1/31/26   2025-03-12 2025-12-15
40000. US TREASURY NOTE 2.625% 1/31/26   2023-05-10 2025-12-15
9000. VERIZON COMMUNICATIO 4.125% 3/16/27   2019-11-13 2025-12-16
173.95 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-12-25
2816.5 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-12-25
337.53 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-12-25
56.7 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-12-25
1534.23 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-12-25
223.79 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2025-12-31
2211.09 FHLMC POOL #SB8385 5.500% 5/01/40   2025-04-23 2025-12-31
440.64 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2025-12-31
57.43 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2025-12-31
853.28 FNMA POOL #MA5360 5.500% 5/01/39   2024-04-12 2025-12-31
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 40,000   42,553 -2,553
b 1,756   1,897 -141
c 556   576 -20
d 201   207 -6
e 47,484   47,299 185
14,764   14,721 43
36,366   39,274 -2,908
471   488 -17
130   134 -4
228   242 -14
389   413 -24
56   59 -3
811   812 -1
43,432   46,904 -3,472
80,000   81,258 -1,258
429   445 -16
279   288 -9
234   248 -14
331   351 -20
57   59 -2
1,489   1,491 -2
443   459 -16
218   225 -7
68,097   68,187 -90
194   206 -12
497   527 -30
57   59 -2
2,081   2,084 -3
35,000   38,830 -3,830
462   479 -17
227   234 -7
223   237 -14
1,422   1,440 -18
400   423 -23
57   59 -2
2,144   2,147 -3
40,000   41,388 -1,388
40,000   43,902 -3,902
386   400 -14
197   203 -6
45,000   45,661 -661
219   232 -13
2,212   2,240 -28
319   339 -20
108   113 -5
2,142   2,145 -3
379   393 -14
127   131 -4
60,000   58,417 1,583
246   261 -15
2,593   2,626 -33
530   562 -32
56   59 -3
1,694   1,696 -2
513,356   419,145 94,211
279,719   400,000 -120,281
100,388   145,293 -44,905
396,954   445,653 -48,699
125,810   116,624 9,186
272,370   73,655 198,715
249,058   259,795 -10,737
398,776   218,307 180,469
391   405 -14
182   187 -5
236   250 -14
2,034   2,060 -26
337   357 -20
56   59 -3
1,358   1,359 -1
262   271 -9
440   454 -14
214   227 -13
1,389   1,406 -17
585   620 -35
56   59 -3
1,731   1,733 -2
49,797   49,355 442
147   152 -5
296   306 -10
211   224 -13
2,447   2,478 -31
385   408 -23
56   59 -3
1,736   1,738 -2
129   133 -4
181   192 -11
5,357   5,425 -68
297   315 -18
57   60 -3
2,914   2,918 -4
34,843   38,291 -3,448
35,000   37,836 -2,836
141   145 -4
9,986   9,797 189
39,944   39,158 786
9,030   9,961 -931
174   184 -10
2,817   2,852 -35
338   358 -20
57   59 -2
1,534   1,536 -2
224   237 -13
2,211   2,239 -28
441   467 -26
57   60 -3
853   854 -1
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
      418,885
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       -2,553
b       -141
c       -20
d       -6
e       185
      43
      -2,908
      -17
      -4
      -14
      -24
      -3
      -1
      -3,472
      -1,258
      -16
      -9
      -14
      -20
      -2
      -2
      -16
      -7
      -90
      -12
      -30
      -2
      -3
      -3,830
      -17
      -7
      -14
      -18
      -23
      -2
      -3
      -1,388
      -3,902
      -14
      -6
      -661
      -13
      -28
      -20
      -5
      -3
      -14
      -4
      1,583
      -15
      -33
      -32
      -3
      -2
      94,211
      -120,281
      -44,905
      -48,699
      9,186
      198,715
      -10,737
      180,469
      -14
      -5
      -14
      -26
      -20
      -3
      -1
      -9
      -14
      -13
      -17
      -35
      -3
      -2
      442
      -5
      -10
      -13
      -31
      -23
      -3
      -2
      -4
      -11
      -68
      -18
      -3
      -4
      -3,448
      -2,836
      -4
      189
      786
      -931
      -10
      -35
      -20
      -2
      -2
      -13
      -28
      -26
      -3
      -1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 648,496
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 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 12,267
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 12,267
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 12,267
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,736
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,736
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 5,531
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
PA
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4271013818
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		139,153    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
16,218,992
b
Average of monthly cash balances.......................
1b
643,841
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
16,862,833
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
16,862,833
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
252,942
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,609,891
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
830,495
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
830,495
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
12,267
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,267
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
818,228
4
Recoveries of amounts treated as qualifying distributions................
4
39,582
5
Add lines 3 and 4............................
5
857,810
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
857,810
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, line 26, column (d) ..........
1a
673,710
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
673,710
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 857,810
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 515,756
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 673,710
a Applied to 2024, but not more than line 2a 515,756
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 2025 distributable amount..... 157,954
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		699,856
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
www wellsfargo comprivatefoundatio
Philanthropic Services - North
WinstonSalem,NC27101
(855) 739-2920
bThe form in which applications should be submitted and information and materials they should include:
Organizations should apply online at www.wellsfargo.com/privatefoundationgrants/deaver Scholarship recipients should apply at csascholars.org
cAny submission deadlines:
April 5 and June 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Organizations must be 501(c)(3) orgs in Philadelphia, PA area that focus on relieving poverty; Scholarship recipients must be former employees or family of Quaker City Life Ins
Form 990-PF (2025)
Form 990-PF (2025)
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

UNITED NEGRO COLLEGE FUND

1805 7TH STREET NW
WASHINGTON,DC20001 		NONE   SCHOLARSHIPS 30,116

LINCOLN UNIVERSITY

1570 BALTIMORE PIKE
LINCOLN UNIVERSITY,PA19352 		NONE   SCHOLARSHIPS 120,464

TEMPLE UNIVERSITY

1852 N 10TH ST WACHMAN HALL RM 1108
PHILADELPHIA,PA19122 		NONE   SCHOLARSHIP 30,116

PHILADELPHIA CORPORATION FOR AGING

642 NORTH BROAD STREET
PHILADELPHIA,PA191303424 		NONE   GENERAL OPERATING 10,000

WOMEN AGAINST ABUSE INC

100 S BROAD ST
PHILADELPHIA,PA191101024 		NONE   GENERAL OPERATING 10,000

FAMILY PROMISE OF PHILADELPHIA

7047 GERMANTOWN AVE
PHILADELPHIA,PA191191865 		NONE   GENERAL OPERATING 10,000

ONE HOUSE AT A TIME

411 SUSQUEHANNA RD
AMBLER,PA190024947 		NONE   GENERAL OPERATING 5,000

EAST CAROLINA UNIVERSITY
FBO ASHLEIGH CALIFANO
1000 E FIFTH ST
GREENVILLE,NC278584353 		NONE   SCHOLARSHIP 27,971

MIAMI UNIVERSITY
FBO KRISTIN DEAVER
501 OAK STREET
OXFORD,OH45056 		NONE   SCHOLARSHIP 6,790

JAMES MADISON UNIVERSITY
FBO ERYNN LYMAN
800 S MAIN ST
HARRISONBURG,VA22807 		NONE   SCHOLARSHIP 18,520

SAINT JOSEPHS UNIVERSITY
FBO ALYSSA MARCHAND
5600 CITY AVE RM 121
PHILADELPHIA,PA19131 		NONE   SCHOLARSHIP 23,238

AUBURN UNIVERSITY
FBO TYLER MCLAUGHLIN
182 S COLLEGE ST
AUBURN,AL36849 		NONE   SCHOLARSHIP 37,878

IMMACULATA UNIVERSITY
FBO CAROLINE MORAN
1145 KING ROAD
IMMACULATA,PA19345 		NONE   SCHOLARSHIP 21,650

WEST CHESTER UNIVERSITY
FBO HAILEE MORAN
700 S HIGH ST
WEST CHESTER,PA19383 		NONE   SCHOLARSHIP 18,135

DELAWARE COUNTY COMMUNITY COLLEGE
FBO MAILLE MORAN
901 MEDIA LINE RD
MEDIA,PA19063 		NONE   SCHOLARSHIP 5,700

SOUTHERN ADVENTIST UNIVERSITY
FBO GRAYSON NOBLE
PO BOX 370
COLLEGEDALE,TN37315 		NONE   SCHOLARSHIP 31,800

SAN DIEGO MIRAMAR COLLEGE
FBO EMMA QUINN
10440 BLACK MOUNTAIN RD
SAN DIEGO,CA92126 		NONE   SCHOLARSHIP 2,212

SAN DIEGO MIRAMAR COLLEGE
FBO NATALIA QUINN
10440 BLACK MOUNTAIN RD
SAN DIEGO,CA92126 		NONE   SCHOLARSHIP 2,212

GEORGE WASHINGTON UNIVERSITY
FBO JESSICA SHOEY
44983 KNOLL SQUARE
ASHBURN,VA20147 		NONE   SCHOLARSHIP 42,340

PURDUE UNIVERSITY
FBO ERIC TODOROW
610 PURDUE MALL
WEST LAFAYETTE,IN47907 		NONE   SCHOLARSHIP 14,260

VILLANOVA UNIVERSITY
FBO DENNIS YOUNG
800 LANCASTER AVE
VILLANOVA,PA19085 		NONE   SCHOLARSHIP 12,867

VILLANOVA UNIVERSITY
FBO EMMETT YOUNG
800 LANCASTER AVE
VILLANOVA,PA19085 		NONE   SCHOLARSHIP 35,586

BROAD STREET MINISTRY

20 BROAD ST
AUGUSTA,GA30901 		NONE   GENERAL OPERATING 15,000

DEPAUL USA INC

1 EAST JACKSON 6317
CHICAGO,IL606042201 		NONE   GENERAL OPERATING 10,000

OPERATION WARM INC

50 APPLIED BANK BLVD STE 204
GLEN MILLS,PA193421092 		NONE   GENERAL OPERATING 18,000

BABY BUREAU

225 NEWTOWN RD
WARMINSTER,PA189745221 		NONE   GENERAL OPERATING 5,000

FIRST STOP RECOVERY

2414 KENSINGTON AVE
PHILADELPHIA,PA191251223 		NONE   SCHOLARSHIP 10,000

SHARING EXCESS

6700 ESSINGTON AVE STE E207
PHILADELPHIA,PA191533425 		NONE   GENERAL OPERATING 17,463

GENTLE GRATITUDE

5720 THOMAS AVE
PHILADELPHIA,PA191434523 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 602,318
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 346,579  
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 ............ 		    18 648,496  
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) ..   995,075  
13Total. Add line 12, columns (b), (d), and (e)..................
13
995,075
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,341     1,341

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Name of Bond End of Year Book Value End of Year Fair Market Value
58013MEU4 MCDONALD'S CORP    
00185AAK0 AON PLC    
92343VDY7 VERIZON COMMUNICATIO 28,534 26,062
00206RKG6 AT&T INC 40,713 38,129
00287YAQ2 ABBVIE INC    
14040HBG9 CAPITAL ONE FINANCIA    
20030NBW0 COMCAST CORP 53,667 49,230
316773DA5 FIFTH THIRD BANCORP 37,699 34,339
49326EEK5 KEYCORP 37,303 34,208
863667BA8 STRYKER CORP    
882508BH6 TEXAS INSTRUMENTS IN    
961214DW0 WESTPAC BANKING CORP 80,692 69,443
96949LAD7 WILLIAMS PARTNERS LP 38,737 34,860
98389BAR1 XCEL ENERGY INC    
035240AV2 ANHEUSER-BUSCH INBEV 45,671 39,058
09247XAR2 BLACKROCK INC 39,105 35,949
25466AAJ0 DISCOVER BANK    
30231GBN1 EXXON MOBIL CORPORAT 77,806 70,316
446150AS3 HUNTINGTON BANCSHARE 26,308 23,332
693475AZ8 PNC FINANCIAL SERVIC 77,106 70,580
857477BG7 STATE STREET CORP 78,237 70,653
91324PDX7 UNITEDHEALTH GROUP 78,610 72,962
931142ET6 WALMART INC 39,386 35,644
912828U24 US TREASURY NOTE 2.0 112,013 115,454
91282CFV8 US TREASURY NOTE 4.1 72,464 70,802
91282CCS8 US TREASURY NOTE 138,786 139,394
912828YQ7 US TREASURY NOTE 143,586 142,700
91282CFF3 US TREASURY NOTE 106,847 107,197
912828ZQ6 US TREASURY NOTE 136,920 122,856
91282CEP2 US TREASURY NOTE 132,411 132,005
91282CDJ7 US TREASURY NOTE 1.3 108,579 108,883
912828YB0 US TREASURY NOTE 193,122 182,029
912828V98 US TREASURY NOTE 163,925 168,635
9128286B1 US TREASURY NOTE 133,843 133,211
031162CT5 AMGEN INC 46,251 49,050
126650DY3 CVS HEALTH CORP 37,740 41,247
26441CBL8 DUKE ENERGY CORP 41,742 45,530
38141GYJ7 VR GOLDMAN SACHS GRO 58,616 67,171
459200JZ5 IBM CORP 71,300 74,869
6174468C6 MORGAN STANLEY    
9128284N7 US TREASURY NOTE 169,485 172,505
9128286A3 US TREASURY NOTE 48,641 49,955
91282CGM7 US TREASURY NOTE 72,094 72,888
91282CHC8 US TREASURY NOTE 110,786 110,558
91282CHT1 US TREASURY NOTE    
036752AZ6 ELEVANCE HEALTH INC 50,728 51,671
053332AZ5 AUTOZONE INC 33,366 34,610
06051GJZ3 VR BANK OF AMERICA 66,044 71,543
166764BY5 CHEVRON CORP 66,734 69,552
337738BH0 FISERV INC 36,873 36,091
37045XDL7 GENERAL MOTORS FINL 40,997 45,276
68389XCE3 ORACLE CORP 34,592 35,944
907818FU7 UNION PACIFIC CORP 65,828 68,780
91159HJK7 VR US BANCORP 24,095 25,313
912810FP8 US TREASURY BOND 5.3 74,152 75,258
91282CJZ5 US TREASURY NOTE 52,931 54,828
91282CLF6 US TREASURY NOTE 132,330 132,922
00287YBX6 ABBVIE INC 37,661 38,791
02005NBP4 ALLY FINANCIAL INC 46,369 47,293
13608JAA5 CANADIAN IMPERIAL BA 77,432 77,666
254709AS7 DISCOVER FINANCIAL 55,501 55,335
29444UBE5 EQUINIX INC 47,590 47,998
46647PDY9 VR JPMORGAN CHASE & 63,445 65,876
548661EG8 LOWE'S COS INC 49,332 49,640
61747YFF7 VR MORGAN STANLEY 77,247 77,396
70450YAE3 PAYPAL HOLDINGS INC 37,392 38,315
863667BE0 STRYKER CORP 39,599 40,218
91282CKU4 US TREASURY NOTE 93,305 93,677
91282CLJ8 US TREASURY NOTE 63,969 64,784
91282CMM0 US TREASURY NOTE 61,680 62,281
91282CNT4 US TREASURY NOTE 126,213 125,899

TY 2025 InvestmentsGovtObligationsSch
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
US Government Securities - End of Year Book Value:

108,904
US Government Securities - End of Year Fair Market Value:

100,098
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3137A6QZ8 FED HOME LN MTG CORP      
3137BKD72 FED HOME LN MTG CORP      
36250PAC9 GS MORTGAGE SECURITI      
90276RBD9 UBS COMMERCIAL MORTG      
704223817 IMPAX SMALL CAP-INS AT COST 343,109 456,603
00888Y847 INVESCO BAL RSK COMM AT COST 111,400 127,504
922031760 VANGUARD HIGH YIELD AT COST 313,000 298,935
3140J5LJ6 FNMA POOL #BM1228 AT COST 15,395 14,235
464287499 ISHARES RUSSELL MID- AT COST 123,403 392,974
74256W584 PRINCIPAL MIDCAP FUN AT COST 599,070 1,088,399
3132A8DC0 FHLMC POOL #ZS7299 AT COST 7,045 6,533
00143W859 INV OPP DEVELOP MRKT      
61760X760 MSIF-INTERNATIONAL E      
003021714 ABERDEEN EMERG MARKE AT COST 349,473 331,973
77954Q403 T ROWE PRICE BLUE CH AT COST 481,693 894,669
85917K546 STERLING CAP STR S/C AT COST 250,346 166,816
464287481 ISHARES RUSSELL MID- AT COST 151,193 423,555
55273H353 MFS VALUE FUND-R6 48 AT COST 779,675 1,010,946
31417GLR5 FNMA POOL #AB9335 AT COST 1,422 1,340
464287200 ISHARES CORE S & P 5 AT COST 1,209,415 3,348,672
411512528 HARBOR CAPITAL APPRE AT COST 339,478 943,577
89154M702 TOUCHSTONE SANDS EM      
04314H758 ARTISAN SMALL CAP FU AT COST 241,095 169,382
693390841 PIMCO HIGH YIELD FD- AT COST 313,834 292,112
298706110 EUPAC FUND-F-3 716 AT COST 250,074 343,261
31641Q755 FIDELITY NEW MRKTS I      
413838574 OAKMARK INTERNATIONA AT COST 235,000 457,253
46090F100 INVESCO OPTIMUM YIEL AT COST 142,677 136,793
31418E5W6 FNMA POOL #MA5360 AT COST 50,817 52,035
464287465 ISHARES MSCI EAFE ET AT COST 502,312 619,490
256206103 DODGE & COX INTL STO AT COST 245,000 260,384
3132D6J68 FHLMC POOL #SB8385 AT COST 70,612 71,502
464287655 ISHARES RUSSELL 2000 AT COST 99,660 111,510
922042858 VANGUARD FTSE EMERGI AT COST 219,581 236,867

TY 2025 OtherDecreasesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Description Amount
CY PURCHASE OF ACCRUED INTEREST 1,289
PY PENDING SALES 49


TY 2025 OtherExpensesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 738 738   0


TY 2025 OtherIncreasesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Description Amount
RECOVERY OF GRANTS PAID 39,582
MUTUAL FUND TIMING ADJ 2,253
PY PURCHASE OF ACCRUED INTEREST 1,595
CY PENDING SALES 72
COST BASIS ADJUSTMENT 42


TY 2025 OtherProfessionalFeesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 8,159     8,159
SCHOLARSHIP ADMIN FEES 27,104     27,104


TY 2025 TaxesSchedule
Name:
THE ELMER R DEAVER FOUNDATION IDT
EIN:
23-7830263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,796 5,796   0
FEDERAL TAX PAYMENT - PRIOR YE 17,235 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,736 0   0
FOREIGN TAXES ON NONQUALIFIED 1,678 1,678   0