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
AUSTELLE FOUNDATION
C/O PEMBROKE PHILANTHOPY ADVISORS
Number and street (or P.O. box number if mail is not delivered to street address) 290 KING OF PRUSSIA RD BLDG 2 S 306
  Room/suite
City or town
RADNOR
State or province
PA
Country  
ZIP or foreign postal code
19087
A Employer identification number

61-6370454
B Telephone number (see instructions)

6108963868
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)$9,343,972J 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) 749,964
2 Check .................
3 Interest on savings and temporary cash investments 78,891 78,891  
4 Dividends and interest from securities... 100,842 86,900  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 400,485
b Gross sales price for all assets on line 6a 2,189,354
7 Capital gain net income (from Part IV, line 2)... 400,485
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,330,182 566,276  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,834      
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
56,955 56,955    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,342 14,342    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 38 38    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,627 1,627    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,796 72,962   0
25 Contributions, gifts, grants paid....... 397,000 397,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 490,796 72,962   397,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 839,386
b Net investment income (if negative, enter -0-) 493,314
c Adjusted net income (if negative, enter -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............. 260,171 16,747 16,747
2 Savings and temporary cash investments......... 211,077 484,500 484,500
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable 250,000
Less: allowance for doubtful accounts     250,000 250,000
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        
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)....... 5,257,375 Click to see attachment
List of Attached Documents:
// Content
5,896,003 		5,896,003
c Investments—corporate bonds (attach schedule)....... 2,192,409 Click to see attachment
List of Attached Documents:
// Content
2,567,921 		2,567,921
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
128,801 		128,801
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) 7,921,032 9,343,972 9,343,972
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........... 7,921,032 9,343,972
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........    
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)..... 7,921,032 9,343,972
30 Total liabilities and net assets/fund balances (see instructions). 7,921,032 9,343,972
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
7,921,032
2
Enter amount from Part I, line 27a .....................
2
839,386
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
583,554
4
Add lines 1, 2, and 3 ..........................
4
9,343,972
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,343,972
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 210 IBERDROLA SA PARENT ML 8HDG2 P 2025-01-10 2025-01-15
b 14 PVH P 2024-04-25 2025-03-27
c 10956 PT BANK CENT ASIA TBK 62.5 IDR P 2024-05-06 2025-04-08
d 7 SIEMENS AG GERMANY SEDOL P 2025-05-05 2025-07-02
e 13 ORSTED A/S 10 DKK PAR ORDINARY P 2025-05-05 2025-07-02
16 SGS SA ACT NOM .04 CHF PAR ORDINA P 2024-12-27 2025-09-17
13 WEYERHAEUSER CO COM P 2025-04-10 2025-09-25
8 ELECTRONIC ARTS P 2025-04-10 2025-12-18
17 FISERV P 2016-08-23 2025-02-12
12 ACCENTURE PLC SHS P 2016-03-11 2025-02-12
708.466 IMPAX ELLEVATE GL WOMN LEADE P 2020-02-19 2025-04-10
200.194 IMPAX GLBL ENVIRONMENTAL MKT P 2023-06-22 2025-05-05
22 XYLEM SHS P 2024-04-25 2025-06-26
30000 TRUIST FINANCIAL COR CLD SER M P 2024-05-02 2025-07-28
313 INFOSYS TECHNOLOGIES SP ADR P 2024-05-06 2025-09-17
111 HEWLETT PACKARD ENTERPRISE CO P 2020-11-02 2025-09-25
10000 USD BANK NOVA SCOTIA 5.35% 12/ P 2024-05-02 2025-11-14
111 BAIDU REG SHS USD PAR ORDINARY P 2024-09-26 2025-12-17
7 JOHNSON CONTROLS INTER P 2024-04-25 2025-12-18
30000 U.S. TREASURY NOTE 2.25% 2/15/ P 2024-05-17 2025-01-21
15 PVH P 2024-04-25 2025-03-27
6 AMERISOURCEBERGEN P 2025-04-10 2025-06-26
7 ZURICH INSURANCE GRP AG 10.CHF PAR P 2025-05-05 2025-07-02
360 IBERDROLASUBS RTS PARENT ML 8HDG P 2025-07-04 2025-07-11
13 SGS SA ACT NOM .04 CHF PAR ORDINA P 2025-05-05 2025-09-17
15 WEYERHAEUSER CO COM P 2025-04-10 2025-09-26
69 GENERAL MOTORS CO COMMON SHS P 2024-12-19 2025-12-18
16 GOLDMAN SACHS GROUP P 2016-03-11 2025-02-12
1 TECHNIPFMC PLC REG SHS P 2022-08-18 2025-02-12
157.504 IMPAX ELLEVATE GL WOMN LEADE P 2022-06-22 2025-04-10
87.628 IMPAX GLBL ENVIRONMENTAL MKTS P 2022-06-22 2025-05-05
1 ACCENTURE PLC SHS P 2024-04-25 2025-06-26
0.691 CAPITAL ONE FINL P 2020-05-13 2025-07-31
22 WOLTERS KLUWER NV .12EUR PAR ORDI P 2024-05-03 2025-09-17
147 HUNTINGTON BANCSHARES P 2024-09-19 2025-09-25
20000 USD BANK NOVA SCOTIA 5.35% 12/ P 2024-04-24 2025-11-14
4 ALPHABET SHS CL C P 2020-01-08 2025-12-18
30000 U.S. TREASURY NOTE 0.5% 5/31/2 P 2024-05-17 2025-12-29
25000 U.S. TREASURY NOTE 1.25% 11/30 P 2024-04-23 2025-01-21
22 SEMPRA ENERGY P 2024-06-26 2025-03-27
36 COMMERCIAL METALS CO P 2024-06-26 2025-06-26
3 ZURICH INSURANCE GRP AG 10.CHF PAR P 2025-04-01 2025-07-02
0.304 AMENTUM HOLDINGS P 2025-04-10 2025-08-26
77 MACQUARIE GROUP AUD PAR ORDINARY P 2025-07-02 2025-09-18
425 SONY FINL HOLDINGS JPY PAR ORDIN P 2025-10-01 2025-10-03
15 ORACLE SYS P 2025-03-27 2025-12-18
22 HOME DEPOT P 2015-07-24 2025-02-12
4 WIX COM P 2022-07-18 2025-02-12
351.297 IMPAX ELLEVATE GL WOMN LEADE P 2022-12-22 2025-04-10
72.715 IMPAX GLBL ENVIRONMENTAL MKTS P 2022-12-22 2025-05-05
6 ACCENTURE PLC SHS P 2020-06-08 2025-06-26
0.669 AMENTUM HOLDINGS P 2024-04-25 2025-08-26
0.667 RALLIANT REG SHS P 2020-03-30 2025-09-17
125 HUNTINGTON BANCSHARES P 2024-09-19 2025-09-25
5000 EXELON GLB P 2024-05-08 2025-11-14
14 DOVER P 2024-04-25 2025-12-18
0 SPDR GOLD TR GOLD SHS P 2024-06-20 2025-12-31
1 GE VERNOVA P 2025-02-05 2025-02-12
49 SEMPRA ENERGY P 2024-04-25 2025-03-27
12 DECKERS OUTDOOR P 2025-04-10 2025-06-26
90 FUJITSU P 2025-05-07 2025-07-02
9 GEA GROUP AG EUR PAR ORDINARY P 2025-05-05 2025-09-17
16 ABBVIE SHS P 2025-04-10 2025-09-25
30 AMADEUS IT GROUP SA EUR PAR ORDIN P 2025-05-05 2025-12-16
14 ORACLE SYS P 2025-04-10 2025-12-18
21 HOWMET AEROSPACE ISSUED P 2022-08-30 2025-02-12
32 ADVANCED MICRO DEVICES P 2020-01-08 2025-03-27
6459.323 IMPAX ELLEVATE GL WOMN LEAD P 2020-01-13 2025-04-10
1 AMERISOURCEBERGEN P 2024-04-25 2025-06-26
3 GRAINGER W W P 2023-05-09 2025-06-27
0.669 AMENTUM HOLDINGS P 2024-04-25 2025-08-26
14 ARKEMA PAR ORDINARY P 2024-05-03 2025-09-17
6 MICROSOFT P 2024-04-25 2025-09-25
5000 EXELON GLB P 1974-04-24 2025-11-14
13 ELECTRONIC ARTS P 2024-06-26 2025-12-18
45000 U.S. TREASURY NOTE 2.25% 2/15/ P 2024-05-17 2025-03-10
140 TORONTO DOMINION BANK P 2024-05-03 2025-03-31
2 ILLINOIS TOOL WORKS P 2025-04-10 2025-06-26
47 KAO 4452 JPY PAR ORDINARY P 2025-05-07 2025-07-02
231 INFOSYS TECHNOLOGIES SP ADR P 2025-05-05 2025-09-17
9 ALPHABET SHS CL C P 2025-04-10 2025-09-25
59 SIG COMBIBLOC GROUP AG N .1 CHF P P 2025-05-05 2025-12-16
17 ORACLE SYS P 2025-03-27 2025-12-18
4 NETFLIX.COM P 2022-10-12 2025-02-12
19 AGILENT TECHNOLOGIES P 2020-03-30 2025-03-27
293.153 IMPAX ELLEVATE GL WOMN LEADE P 2023-06-22 2025-04-10
1 AMERISOURCEBERGEN P 2023-05-09 2025-06-26
5000 AMERICAN TOWER GLB P 2024-05-08 2025-07-01
15000 AT&T GLB P 2024-07-18 2025-08-28
39 CRODA INTL PLC REG SHS GBP PAR OR P 2024-05-03 2025-09-17
2 MICROSOFT P 2020-01-08 2025-09-25
5000 U.S. TREASURY NOTE 0.5% 5/31/27 P 2024-05-17 2025-11-17
9 ELECTRONIC ARTS P 2023-02-01 2025-12-18
5000 U.S. TREASURY NOTE 1.125% 2/28/ P 2024-05-17 2025-03-11
96 DIAGEO PLC GB-BP DGE LN P 2024-05-03 2025-04-01
20 NRG ENERGY COM P 2025-03-27 2025-06-26
56 KYOWA KIRIN CO 50.JPY PAR ORDINAR P 2025-05-07 2025-07-02
21 WOLTERS KLUWER NV .12EUR PAR ORDI P 2025-05-05 2025-09-17
43 BRISTOL MYERS SQUIBB CO COM P 2025-04-10 2025-09-25
77 MONDI PLC ORD EUR0.22 GBP PAR ORD P 2025-05-06 2025-12-16
10 SALESFORCE.COM COMMON P 2025-04-10 2025-12-18
15 SALESFORCE.COM COMMON P 2017-03-13 2025-02-12
17 ALPHABET SHS CL C P 2020-01-08 2025-03-27
122.176 IMPAX ELLEVATE GL WOMN LEADE P 2021-06-22 2025-04-10
30 DECKERS OUTDOOR P 2024-04-25 2025-06-26
5000 AMERICAN TOWER GLB P 2024-04-24 2025-07-01
15000 DTE ELECTRIC CO 1ST MORTGAGE G P 2024-04-24 2025-08-28
24 DASSAULT SYSTEMES SA EUR PAR ORDI P 2024-05-03 2025-09-17
6.667 RALLIANT REG SHS P 2020-03-30 2025-09-25
10000 U.S. TREASURY NOTE 0.5% 5/31/2 P 2024-05-17 2025-11-18
18 ELECTRONIC ARTS P 2023-08-30 2025-12-18
45 BALL COM P 2024-04-25 2025-03-27
8 SCHNEIDER ELEC SA FRANCE SEDOL P 2024-05-03 2025-04-01
21 NRG ENERGY COM P 2024-12-19 2025-06-26
73 SONY JAPAN P 2025-05-07 2025-07-02
7 WOLTERS KLUWER NV .12EUR PAR ORDIN P 2025-04-01 2025-09-17
10 FORTIVE SHS P 2025-04-10 2025-09-25
49 NOVO NORDISK A/S BR AND/ .1 DKK P P 2025-05-05 2025-12-16
18 JOHNSON CONTROLS INTER P 2025-04-10 2025-12-18
28 TJX COS NEW P 2015-11-24 2025-02-12
22 BEST BUY P 2020-03-30 2025-03-27
11.045 IMPAX GLBL ENVIRONMENTAL MKTS P 2022-12-22 2025-05-05
17 DECKERS OUTDOOR P 2024-04-25 2025-06-26
10000 COLORADO HSG & FIN AUTH TAXABL P 2024-04-25 2025-07-01
10000 PROLOGIS LP GLB P 2024-07-18 2025-08-28
11 ALPHABET SHS CL C P 2024-04-25 2025-09-25
6 RALLIANT REG SHS P 2020-03-30 2025-09-25
41 AMADEUS IT GROUP SA EUR PAR ORDIN P 2024-05-03 2025-12-16
1 ELECTRONIC ARTS P 2023-02-01 2025-12-18
70 BORG WARNER P 2024-04-25 2025-03-27
26 PUMA SE EUR PAR ORDINARY CL F P 2024-05-03 2025-04-01
17 TARGET P 2025-04-10 2025-06-26
87 TAKEDA PHARM CO 4502 FN JPY PAR O P 2025-05-07 2025-07-02
28 ABB CHF PAR ORDINARY P 2025-07-02 2025-09-17
6 HERSHEY FOODS P 2025-04-10 2025-09-25
37 INDUSTRIA DE DISENO TEXT .03 EUR P 2025-09-17 2025-12-16
0 SPDR GOLD TR GOLD SHS P 2025-06-20 2025-12-31
8 TESLA P 2020-07-20 2025-02-12
24 BEST BUY P 2020-03-30 2025-03-27
56.689 IMPAX GLBL ENVIRONMENTAL MKTS P 2021-06-22 2025-05-05
3 GRAINGER W W P 2023-05-09 2025-06-26
354 ITAU UNIBANCO BANCO HOLD SA SPON P 2024-05-06 2025-07-01
10000 PROLOGIS LP GLB P 2024-04-30 2025-08-28
12 ALPHABET SHS CL C P 2020-01-08 2025-09-25
14 WABTEC P 2024-04-25 2025-09-25
82 SIG COMBIBLOC GROUP AG N .1 CHF P P 2024-05-03 2025-12-16
6 ILLINOIS TOOL WORKS P 2017-09-12 2025-12-18
81 BORG WARNER P 2024-04-25 2025-03-27
360 NATIONAL AUSTRALIA BANK 1.AUD PA P 2024-05-06 2025-04-01
3 UNITEDHEALTH GROUP P 2025-04-10 2025-06-26
29 ADVANTEST FN JPY PAR ORDINARY P 2025-05-07 2025-07-02
10 ARKEMA PAR ORDINARY P 2025-05-05 2025-09-17
52 HEWLETT PACKARD ENTERPRISE CO P 2025-04-10 2025-09-25
537 AVIVA PLC REG SHS GBP PAR ORDINA P 2025-05-06 2025-12-16
5 ACCELLERON INDS P 2019-05-15 2025-02-12
10 TESLA P 2020-07-20 2025-02-12
19 CENTENE DELAWARE COM P 2020-05-30 2025-03-27
62.639 IMPAX GLBL ENVIRONMENTAL MKTS P 2020-12-22 2025-05-05
6 ILLINOIS TOOL WORKS P 2017-09-12 2025-06-26
10000 STARBUCKS GLB P 2024-04-25 2025-07-01
15000 U.S. TREASURY NOTE 1.125% 2/28 P 2024-05-17 2025-08-28
102 BRISTOL MYERS SQUIBB CO COM P 2024-04-25 2025-09-25
19 WALMART STORES P 2024-04-25 2025-09-25
107 MONDI PLC ORD EUR0.22 GBP PAR OR P 2024-05-03 2025-12-16
16 ORACLE SYS P 2024-09-19 2025-12-18
12 CENTENE DELAWARE COM P 2024-12-19 2025-03-27
310 TOYOTA MOTOR 7203 JPY PAR ORDINA P 2024-05-07 2025-04-01
18 TAIWAN SEMICONDUCTOR MFG CO P 2025-05-05 2025-07-01
50 UNILEVER PLC .03 GBP PAR ORDINARY P 2025-05-06 2025-07-02
15 UNILEVER PLC .03 GBP PAR ORDINARY P 2025-05-06 2025-09-17
70 HUNTINGTON BANCSHARES P 2025-04-10 2025-09-25
2.6 MAGNUM ICE CREAM C EUR PAR ORDIN P 2025-04-01 2025-12-16
1 DESCARTES SYSTEMS GROUP P 2019-02-05 2025-02-12
4 TESLA P 2020-07-20 2025-02-12
24 LAM RESH P 2020-03-30 2025-03-27
124.452 IMPAX GLBL ENVIRONMENTAL MKT P 2021-12-22 2025-05-05
32 NVIDIA 00 P 2020-01-08 2025-06-26
10000 STATE STREET GLB P 2024-05-16 2025-07-01
15000 ZOETIS CLD GLB P 2024-04-29 2025-08-28
73 BRISTOL MYERS SQUIBB CO COM P 2024-04-25 2025-09-25
6 WATERS P 2024-04-25 2025-09-25
66 NOVO NORDISK A/S BR AND/ .1 DKK P P 2024-05-03 2025-12-16
11 ORACLE SYS P 2024-09-19 2025-12-18
34 EBAY P 2024-04-25 2025-03-27
18 KONE OYJ EUR PAR ORDINARY P 2024-05-03 2025-04-01
1 BANK OF MONTREAL COM P 2025-05-05 2025-07-02
41 3I GROUP GBP PAR ORDINARY P 2025-05-06 2025-07-02
18 UNILEVER PLC .03 GBP PAR ORDINARY P 2025-04-01 2025-09-17
29 LAM RESH P 2025-04-10 2025-09-25
2947 HOME PRODUCT CENTER F 1.THB PAR P 2025-05-06 2025-12-17
37 DESCARTES SYSTEMS GROUP P 2018-05-29 2025-02-12
2 TESLA P 2020-06-15 2025-02-12
25 MERCK AND CO SHS P 2020-11-02 2025-03-27
221.19 IMPAX GLBL ENVIRONMENTAL MKTS P 2021-12-22 2025-05-05
24 TARGET P 2024-04-25 2025-06-26
40000 UNIVERSITY CALIF REVS TAXABLE P 2024-05-06 2025-07-01
5000 COLORADO HSG & FIN AUTH TAXABLE P 2024-04-25 2025-09-02
20 FORTIVE SHS P 2020-03-30 2025-09-25
66 WEYERHAEUSER CO COM P 2024-04-25 2025-09-25
65 AVIVA PLC REG SHS GBP PAR ORDINAR P 2024-05-03 2025-12-16
1 SALESFORCE.COM COMMON P 2024-04-25 2025-12-18
49 FIDELITY NATL INFORMATION SVCS CO P 2024-04-25 2025-03-27
51 DAIICHI SANKYO CO P 2024-05-07 2025-04-01
1 SUN LIFE FINANCIAL P 2025-05-05 2025-07-02
55 RELX PLC .14 GBP PAR ORDINARY P 2025-05-06 2025-07-02
49 COMMERZBANK AG AKT NACH EUR PAR O P 2025-05-05 2025-09-17
29 NVIDIA 00 P 2025-04-10 2025-09-25
214 QBE INSURANCE GROUP AUD PAR ORD P 2025-05-06 2025-12-17
11 EXLSERVICE HLDGS P 2017-05-09 2025-02-12
13 TESLA P 2020-06-15 2025-02-12
3 UNITEDHEALTH GROUP P 2023-05-09 2025-03-27
128.862 IMPAX GLBL ENVIRONMENTAL MKT P 2021-12-22 2025-05-05
10 TARGET P 2023-10-04 2025-06-26
9 LOUIS VUITTON MOET HENNESSY P 2024-05-03 2025-07-02
0.9 ITAU UNIBANCO BANCO HOLD SA SPON P 2024-05-06 2025-09-02
20 FORTIVE SHS P 2020-03-30 2025-09-25
83 WEYERHAEUSER CO COM P 2024-04-25 2025-09-25
10.4 MAGNUM ICE CREAM C EUR PAR ORDI P 2024-05-03 2025-12-16
2 SALESFORCE.COM COMMON P 2023-03-08 2025-12-18
43 GENERAL MILLS P 2024-04-25 2025-03-27
53 JD.COM REG SHS USD PAR ORDINARY P 2024-05-06 2025-04-01
6 LOUIS VUITTON MOET HENNESSY P 2025-05-05 2025-07-02
37 TENCENT HOLDINGS SHS HKD PAR ORDI P 2025-05-06 2025-07-02
28 CRODA INTL PLC REG SHS GBP PAR OR P 2025-05-06 2025-09-17
3.333 RALLIANT REG SHS P 2025-04-10 2025-09-25
253 BAIDU REG SHS USD PAR ORDINARY P 2025-05-06 2025-12-17
44 EXLSERVICE HLDGS P 2017-05-09 2025-02-12
89 3I GROUP PLC SHS P 2022-06-13 2025-02-12
96.744 IMPAX ELLEVATE GL WOMN LEADER P 2020-12-22 2025-04-10
1160.766 IMPAX GLBL ENVIRONMENTAL MK P 2020-02-19 2025-05-05
38 TARGET P 2023-10-04 2025-06-26
5 ZURICH INSURANCE GRP AG 10.CHF PAR P 2024-05-03 2025-07-02
282 ISHARES MSCI GLOBAL SUSTAINABLE P 2020-02-19 2025-09-04
16 HERSHEY FOODS P 2024-04-25 2025-09-25
16 WEYERHAEUSER CO COM P 2024-04-25 2025-09-26
4125 HOME PRODUCT CENTER F 1.THB PAR P 2024-05-07 2025-12-17
9 SALESFORCE.COM COMMON P 2022-10-10 2025-12-18
12 GENERAL MILLS P 2024-04-25 2025-03-27
20000 U.S. TREASURY NOTE 1.125% 2/28 P 2024-05-17 2025-04-02
30 GEA GROUP AG EUR PAR ORDINARY P 2025-05-05 2025-07-02
114 UBS GROUP AG NAMEN-AKT .1 CHF PA P 2025-05-05 2025-07-02
18 DASSAULT SYSTEMES SA EUR PAR ORDI P 2025-05-05 2025-09-17
21 TJX COS NEW P 2025-04-10 2025-09-25
37 BOSTON SCIENTIFIC P 2025-04-10 2025-12-18
2 META PLATFORMS CL A COMMON STOCK P 2022-07-18 2025-02-12
400 VANGUARD GROWTH ETF P 2017-03-17 2025-02-12
105.911 IMPAX ELLEVATE GL WOMN LEADE P 2021-12-22 2025-04-10
11878.97 IMPAX GLBL ENVIRONMENTAL MK P 2020-01-13 2025-05-05
11 UNITEDHEALTH GROUP P 2023-05-09 2025-06-26
77 KYOWA KIRIN CO 50.JPY PAR ORDINAR P 2024-05-07 2025-07-02
5929 ISHARES MSCI GLOBAL SUSTAINABLE P 2020-01-13 2025-09-04
16 HERSHEY FOODS P 2024-04-25 2025-09-25
30000 U.S. TREASURY NOTE 0.5% 5/31/2 P 2024-05-17 2025-10-27
291 QBE INSURANCE GROUP AUD PAR ORD P 2024-05-07 2025-12-17
7 US BANCORP DEL NEW P 2021-05-20 2025-12-18
26 GENERAL MOTORS CO COMMON SHS P 2024-12-19 2025-03-27
25000 U.S. TREASURY NOTE 1.125% 2/28 P 2024-05-17 2025-04-07
1 SAP AG SEDOL P 2025-05-05 2025-07-02
154 UBS GROUP AG NAMEN-AKT .1 CHF PA P 2025-04-01 2025-07-02
26 DASSAULT SYSTEMES SA EUR PAR ORDI P 2025-07-02 2025-09-17
60 WALMART STORES P 2025-04-10 2025-09-25
7 DOVER P 2025-04-10 2025-12-18
19 FISERV P 2016-08-23 2025-02-12
99 WALMART STORES P 2017-03-13 2025-02-12
112.276 IMPAX ELLEVATE GL WOMN LEADE P 2020-06-22 2025-04-10
111.483 IMPAX GLBL ENVIRONMENTAL MKT P 2020-06-22 2025-05-05
9 UNITEDHEALTH GROUP P 2022-05-09 2025-06-26
19 ORSTED A/S 10 DKK PAR ORDINARY P 2024-05-03 2025-07-02
54 GEA GROUP AG EUR PAR ORDINARY P 2024-05-03 2025-09-17
99 HEWLETT PACKARD ENTERPRISE CO P 2020-11-02 2025-09-25
29 HOLOGIC P 2024-04-25 2025-11-04
232 BAIDU REG SHS USD PAR ORDINARY P 2024-05-06 2025-12-17
38 US BANCORP DEL NEW P 2023-05-09 2025-12-18
(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 49   50 -1
b 933   1,540 -607
c 4,814   6,728 -1,914
d 1,788   1,681 107
e 595   521 74
1,671   1,605 66
315   331 -16
1,631   1,102 529
3,890   877 3,013
4,649   1,258 3,391
21,126   19,578 1,548
4,647   3,446 1,201
2,825   2,821 4
30,000   29,766 234
5,544   5,321 223
2,677   983 1,694
10,138   9,990 148
1,653   1,307 346
831   448 383
28,805   28,625 180
999   1,650 -651
1,782   1,667 115
4,851   5,044 -193
167   173 -6
1,357   1,298 59
364   382 -18
5,626   3,508 2,118
10,293   2,448 7,845
31   9 22
4,697   4,352 345
2,034   1,508 526
294   307 -13
149   25 124
2,861   3,397 -536
2,552   2,192 360
20,276   19,964 312
1,209   281 928
28,772   28,345 427
23,662   23,439 223
1,544   1,661 -117
1,807   1,928 -121
2,079   2,108 -29
8   6 2
11,422   11,540 -118
404   451 -47
2,744   2,196 548
8,903   2,502 6,401
908   245 663
10,476   9,708 768
1,688   1,252 436
1,762   1,226 536
17   13 4
28   22 6
2,170   1,864 306
4,979   4,962 17
2,753   2,465 288
215   134 81
371   81 290
3,439   3,509 -70
1,208   1,306 -98
2,137   2,006 131
657   592 65
3,537   2,705 832
2,188   2,390 -202
2,561   1,839 722
2,702   754 1,948
3,392   1,531 1,861
192,617   178,497 14,120
297   240 57
3,078   2,054 1,024
17   13 4
965   1,488 -523
3,039   2,342 697
4,979   4,959 20
2,651   1,828 823
43,597   43,062 535
8,412   7,804 608
492   447 45
2,080   2,002 78
4,092   4,145 -53
2,213   1,395 818
756   1,158 -402
3,110   2,489 621
4,011   883 3,128
2,268   1,360 908
8,742   8,101 641
297   168 129
4,933   4,876 57
15,012   14,652 360
1,372   2,340 -968
1,013   320 693
4,768   4,702 66
1,835   1,051 784
4,740   4,677 63
2,506   3,319 -813
3,151   1,946 1,205
936   830 106
2,731   3,745 -1,014
1,873   2,126 -253
902   1,186 -284
2,585   2,518 67
4,759   1,255 3,504
2,819   1,194 1,625
3,643   3,376 267
3,021   3,977 -956
4,933   4,868 65
15,543   14,752 791
779   959 -180
284   216 68
9,542   9,406 136
3,671   2,184 1,487
2,339   2,911 -572
1,844   1,868 -24
3,309   1,889 1,420
1,846   1,845 1
910   1,092 -182
476   478 -2
2,394   3,407 -1,013
2,136   1,361 775
3,467   989 2,478
1,654   1,301 353
256   190 66
1,712   2,254 -542
10,000   10,042 -42
10,101   9,965 136
2,704   1,705 999
256   195 61
2,990   2,640 350
204   117 87
2,014   2,309 -295
627   1,261 -634
1,648   1,555 93
2,669   2,659 10
1,958   1,649 309
1,119   974 145
2,373   2,016 357
175   135 40
2,668   876 1,792
1,805   1,419 386
1,316   976 340
3,053   2,054 999
2,400   2,261 139
10,101   9,628 473
2,950   843 2,107
2,690   2,259 431
1,050   1,699 -649
1,510   857 653
2,331   2,672 -341
7,691   8,317 -626
914   1,774 -860
2,044   1,284 760
689   767 -78
1,254   704 550
4,794   4,150 644
234   66 168
3,335   1,095 2,240
1,137   1,178 -41
1,454   1,078 376
1,477   857 620
10,000   9,958 42
14,436   14,255 181
4,442   4,699 -257
1,960   1,142 818
1,253   2,116 -863
2,927   2,660 267
718   716 2
5,500   7,330 -1,830
4,045   3,184 861
3,050   3,233 -183
931   970 -39
1,215   883 332
42   40 2
115   32 83
1,334   438 896
1,807   605 1,202
2,889   2,142 747
4,984   192 4,792
10,090   10,027 63
15,015   14,980 35
3,179   3,363 -184
1,728   1,828 -100
3,225   8,124 -4,899
2,012   1,829 183
2,278   1,722 556
988   906 82
111   98 13
2,279   2,398 -119
1,118   1,079 39
3,720   1,895 1,825
592   755 -163
4,269   1,146 3,123
667   133 534
2,192   1,809 383
5,134   3,808 1,326
2,327   3,935 -1,608
40,000   40,000  
5,000   5,021 -21
951   663 288
1,601   2,052 -451
580   388 192
259   271 -12
3,677   3,458 219
1,212   1,766 -554
66   60 6
2,940   3,080 -140
1,794   1,348 446
5,134   3,093 2,041
2,733   2,959 -226
559   111 448
4,336   859 3,477
1,560   1,471 89
2,991   2,218 773
969   1,071 -102
5,013   7,630 -2,617
6   6  
951   663 288
2,014   2,580 -566
169   141 28
517   363 154
2,570   3,083 -513
1,095   864 231
3,342   3,371 -29
2,391   2,350 41
985   1,147 -162
142   156 -14
3,768   2,873 895
2,236   445 1,791
2,217   604 1,613
2,885   2,673 212
26,941   19,981 6,960
3,684   4,069 -385
3,465   2,430 1,035
22,791   19,965 2,826
2,984   3,003 -19
388   497 -109
828   1,170 -342
2,327   1,312 1,015
717   717  
18,983   18,749 234
2,070   1,973 97
3,875   3,541 334
584   682 -98
2,967   2,642 325
3,571   3,426 145
1,435   334 1,101
167,095   48,822 118,273
3,158   2,927 231
275,711   204,483 71,228
3,350   5,394 -2,044
1,287   1,331 -44
479,187   395,131 84,056
2,984   3,003 -19
28,605   28,152 453
3,717   3,353 364
379   420 -41
1,214   1,214  
23,810   23,446 364
301   303 -2
5,235   4,768 467
844   942 -98
6,190   5,349 841
1,376   1,102 274
4,348   980 3,368
10,204   2,311 7,893
3,348   3,103 245
2,588   1,919 669
2,741   4,409 -1,668
869   1,117 -248
3,942   2,125 1,817
2,388   877 1,511
2,152   2,199 -47
3,455   3,298 157
2,056   1,138 918
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       -1
b       -607
c       -1,914
d       107
e       74
      66
      -16
      529
      3,013
      3,391
      1,548
      1,201
      4
      234
      223
      1,694
      148
      346
      383
      180
      -651
      115
      -193
      -6
      59
      -18
      2,118
      7,845
      22
      345
      526
      -13
      124
      -536
      360
      312
      928
      427
      223
      -117
      -121
      -29
      2
      -118
      -47
      548
      6,401
      663
      768
      436
      536
      4
      6
      306
      17
      288
      81
      290
      -70
      -98
      131
      65
      832
      -202
      722
      1,948
      1,861
      14,120
      57
      1,024
      4
      -523
      697
      20
      823
      535
      608
      45
      78
      -53
      818
      -402
      621
      3,128
      908
      641
      129
      57
      360
      -968
      693
      66
      784
      63
      -813
      1,205
      106
      -1,014
      -253
      -284
      67
      3,504
      1,625
      267
      -956
      65
      791
      -180
      68
      136
      1,487
      -572
      -24
      1,420
      1
      -182
      -2
      -1,013
      775
      2,478
      353
      66
      -542
      -42
      136
      999
      61
      350
      87
      -295
      -634
      93
      10
      309
      145
      357
      40
      1,792
      386
      340
      999
      139
      473
      2,107
      431
      -649
      653
      -341
      -626
      -860
      760
      -78
      550
      644
      168
      2,240
      -41
      376
      620
      42
      181
      -257
      818
      -863
      267
      2
      -1,830
      861
      -183
      -39
      332
      2
      83
      896
      1,202
      747
      4,792
      63
      35
      -184
      -100
      -4,899
      183
      556
      82
      13
      -119
      39
      1,825
      -163
      3,123
      534
      383
      1,326
      -1,608
       
      -21
      288
      -451
      192
      -12
      219
      -554
      6
      -140
      446
      2,041
      -226
      448
      3,477
      89
      773
      -102
      -2,617
       
      288
      -566
      28
      154
      -513
      231
      -29
      41
      -162
      -14
      895
      1,791
      1,613
      212
      6,960
      -385
      1,035
      2,826
      -19
      -109
      -342
      1,015
       
      234
      97
      334
      -98
      325
      145
      1,101
      118,273
      231
      71,228
      -2,044
      -44
      84,056
      -19
      453
      364
      -41
       
      364
      -2
      467
      -98
      841
      274
      3,368
      7,893
      245
      669
      -1,668
      -248
      1,817
      1,511
      -47
      157
      918
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 2 400,485
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 10,159
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 6,857
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,857
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,857
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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
8 279
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 7,136
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 tax   Refunded 11  
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)
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 addressN/A
14
The books are in care ofDAPHNE ROWE Telephone no. (610) 896-3868

Located at290 KING OF PRUSSIA RDBLDG 2 SUITE 306RADNORPA ZIP+419087
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
 
 
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)
 
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 .........
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
SARAH S ALFADL FOUNDER, BOA
000.00 		0 0 0
PEMBROKE PHILANTHROPY ADVISORS
290 KING OF PRUSSIA RD BLDG 2 ST 30
RADNOR,PA19087
MARGARET H HUNTING EXEC DIR/SEC
20.00 		20,834 0 0
PEMBROKE PHILANTHROPY ADVISORS
290 KING OF PRUSSIA RD BLDG 2 ST 30
RADNOR,PA19087
NOURA E ALFADL-ANDREASSON TRUSTEE
000.00 		0 0 0
PEMBROKE PHILANTHROPY ADVISORS
290 KING OF PRUSSIA RD BLDG 2 ST 30
RADNOR,PA19087
KEVIN M LEIGH TRUSTEE
000.00 		0 0 0
PEMBROKE PHILANTHROPY ADVISORS
290 KING OF PRUSSIA RD BLDG 2 ST 30
RADNOR,PA19087
MICHAEL BRESLOW TRUSTEE
000.00 		0 0 0
PEMBROKE PHILANTHROPY ADVISORS
290 KING OF PRUSSIA RD BLDG 2 ST 30
RADNOR,PA19087
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...................  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
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
8,021,254
b
Average of monthly cash balances.......................
1b
486,248
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,507,502
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
8,507,502
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
127,613
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,379,889
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
418,994
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
418,994
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,857
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,857
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
412,137
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
412,137
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
412,137
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
397,000
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
397,000
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 7 412,137
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 5,669
c From 2022...... 82,601
d From 2023...... 38,931
e From 2024......  
f Total of lines 3a through e ........ 127,201
4Qualifying distributions for 2025 from Part
XI, line 4: $ 397,000
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 397,000
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025. 15,137 15,137
(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 5 112,064
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		112,064
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 73,133
c Excess from 2023 .... 38,931
d Excess from 2024 ....  
e Excess from 2025 ....  
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ACADEMY OF NATURAL SCIENCES

1900 BENJAMIN FRANKLIN PK
PHILADELPHIA,PA19103 		NONE   WOMEN IN SCIENCE 2,000

CLIMATE EXHANGE

ONE BEACON ST
15TH FLOOR
BOSTON,MA02108 		NONE   PA CLIMATE POLICY INFORMATION 5,000

COUNCIL FOR RELATIONSHIPS

4025 CHESTNUT ST
1ST FLOOR
PHILADELPHIA,PA19104 		NONE   OPERATION HOME & HEALING 10,000

DELAWARE RIVERKEEPER NETWORK

925 CANAL ST 3701
BRISTOL,PA19007 		NONE   PROTECTION OF WATER QUALITY 55,000

DELAWARE YMCA

100 WEST 10TH ST
1ST FLOOR
WILMINGTON,DE19801 		NONE   CAMP TOCKWAUGH, FARM & LAND MGMT 10,000

GREEN AMENDMENT FOR THE GENERATIONS

925 CANAL ST
SUITE 3701
BRISTOL,PA19007 		NONE   PROTECTION OF DELAWARE WATERSHED 10,000

HEBREW IMMIGRANT AID SOCIETY

600 CHESTNUT ST
SUITE 500B
PHILADELPHIA,PA19104 		NONE   MIDDLE EASTERN REFUGEES 40,000

INTERNATIONAL HOUSE PHILADELPHIA

6035 DANIEL ST
PHILADELPHIA,PA19144 		NONE   IFTAR 5,000

LOWER MERION CONSERVANCY

1301 ROSE GLEN RD
GLADWYNE,PA19035 		NONE   EASEMENT & HISTORIC PRESERVATION 50,000

NATIONALITIES SERVICE CENTER

1216 ARCH ST 4TH FLOOR
PHILADELPHIA,PA19107 		NONE   MUSLIM REFUGEES 50,000

NEIGHBORHOOD LAND POWER PROJECT

1445 N 52ND ST
PHILADELPHIA,PA19131 		NONE   FARM 5,000

PA ASSN OF SUSTAINABLE AGRICULTURE

1631 N FRONT STREET
HARRISBURG,PA17102 		NONE   SUSTAINABLE FARMING & FOOD SYSTEMS 55,000

SAINT JAMES SCHOOL

3217 W CLEARFIELD ST
PHILADELPHIA,PA19132 		NONE   FARM, LAND MAINTENANCE 15,000

VETERANS MULTI SERVICE CENTER

213 NORTH 4TH STREET
PHILADELPHIA,PA19106 		NONE   FEMALE VSO 30,000

WILDLANDS CONSERVANCY

3701 ORCHID PLACE
EMMAUS,PA18049 		NONE   LAND CONSERVATION 55,000
Total ................................. 3a 397,000
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 ........... 		    14 78,891  
4 Dividends and interest from securities ....     14 100,842  
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 ............ 		    14 400,485  
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) ..   580,218  
13Total. Add line 12, columns (b), (d), and (e)..................
13
580,218
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
AUSTELLE FOUNDATION
C/O PEMBROKE PHILANTHOPY ADVISORS
Employer identification number

61-6370454
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
AUSTELLE FOUNDATION
C/O PEMBROKE PHILANTHOPY ADVISORS 		Employer identification number
61-6370454
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SARAH S ALFADL
FLAT 4 VUE DU GODFREY RUE DE VEGA
ELIZABETH AVENUE
ST PETER PORT,   GY1 2JBGK

$ 251,379


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
NOURA E ALFADL-ANDREASSON
366 TREVOR LANE
 
BALA CYNWYD, PA19004

$ 248,585


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ALFADL USA TRUST
2120 CAREY AVENUE
SUITE 320
CHEYENNE, WY82001

$ 250,000


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
AUSTELLE FOUNDATION
C/O PEMBROKE PHILANTHOPY ADVISORS 		Employer identification number

61-6370454
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LISTED SECURITIES $ 251,379 2025-02-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 LISTED SECURITIES $ 248,585 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
AUSTELLE FOUNDATION
C/O PEMBROKE PHILANTHOPY ADVISORS 		Employer identification number

61-6370454
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 InvestmentsCorpBondsSchedule
Name:
AUSTELLE FOUNDATION
 
C/O PEMBROKE PHILANTHOPY ADVISORS
EIN:
61-6370454
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA 2,567,921 2,567,921

TY 2025 InvestmentsCorpStockSchedule
Name:
AUSTELLE FOUNDATION
 
C/O PEMBROKE PHILANTHOPY ADVISORS
EIN:
61-6370454
Name of Stock End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA 5,896,003 5,896,003

TY 2025 InvestmentsOtherSchedule2
Name:
AUSTELLE FOUNDATION
 
C/O PEMBROKE PHILANTHOPY ADVISORS
EIN:
61-6370454
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BANK OF AMERICA-COMMODITIES FMV 128,801 128,801

TY 2025 OtherExpensesSchedule
Name:
AUSTELLE FOUNDATION
 
C/O PEMBROKE PHILANTHOPY ADVISORS
EIN:
61-6370454
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE EXPENSES 1,627 1,627    


TY 2025 OtherIncreasesSchedule
Name:
AUSTELLE FOUNDATION
 
C/O PEMBROKE PHILANTHOPY ADVISORS
EIN:
61-6370454
Description Amount
APPR OF CONTR SECURITIES 402,645
UNREALIZED APPRECIATION 180,909


TY 2025 OtherProfessionalFeesSchedule
Name:
AUSTELLE FOUNDATION
 
C/O PEMBROKE PHILANTHOPY ADVISORS
EIN:
61-6370454
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 3,189 3,189    
BANK OF AMERICA FEES 48,201 48,201    
FOUNDANT TECHNOLOGIES 5,565 5,565    


TY 2025 TaxesSchedule
Name:
AUSTELLE FOUNDATION
 
C/O PEMBROKE PHILANTHOPY ADVISORS
EIN:
61-6370454
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 10,461 10,461    
FOREIGN TAX PAID 3,881 3,881