TY 2025 Form 990PF

(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	JP MORGAN X5004	P	2025-01-01	2025-12-31
b	JP MORGAN X5004	P	2024-01-01	2025-12-31
c	BBH X7891	P	2025-01-01	2025-12-31
d	BBH X7891	P	2024-01-01	2025-12-31
e	3,000 SH ISHARES CORE S&P TOTAL US STOCK	P	2024-01-01	2025-04-11
	5,075 SH APPLE INC	P	2024-01-01	2025-12-03
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	603,982	555,622	48,360
b	427,344	426,304	1,040
c	175,471	160,912	14,559
d	200,041	175,545	24,496
e	348,518	174,531	173,987
	1,449,750	157,985	1,291,765
	122,218		122,218

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,676,425
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 .........................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	34,778
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	34,778
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	34,778
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	22,000
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	0

7	Total credits and payments. Add lines 6a through 6d..............	7	22,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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	12,778
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.

(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
JULIAN A BRODSKY	DIRECTOR 1.00	0	0	0
C/O 1701 JOHN F KENNEDY BLVD 52ND FLOOR PHILADELPHIA,PA19103
LOIS G BRODSKY	DIRECTOR 1.00	0	0	0
C/O 1701 JOHN F KENNEDY BLVD 52ND FLOOR PHILADELPHIA,PA19103
DEBRA G BRODSKY	DIRECTOR 1.00	25,000	0	0
205 OAK AVENUE HADDONFIELD,NJ08033
ELLEN G BRODSKY	DIRECTOR 1.00	25,000	0	0
34 SHERMAN STREET CAMBRIDGE,MA02138
LAURA G BRODSKY	DIRECTOR 1.00	25,000	0	0
223 BELAIRE TERRACE MT LAUREL,NJ08054

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACADEMY OF NATURAL SCIENCES 1900 BENJAMIN FRANKLIN PKWY PHILADELPHIA,PA19103	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
ACLU OF PA FOUNDATION PO BOX 60173 PHILADELPHIA,PA19102	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	20,000
AFRICAN WILDLIFE FOUNDATION 1100 NEW JERSEY AVE SE 900 WASHINGTON,DC20003	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
AMERICAN PHILOSOPHICAL SOCIETY 104 5TH STREET PHILADELPHIA,PA19106	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
AMERICAN SOCIETY FOR YAD VASHEM 500 5TH AVE 42ND FLOOR NEW YORK,NY10110	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	5,000
AMNESTY INTERNATIONAL 311 W 43RD ST 7TH FLOOR NEW YORK,NY10036	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
ANTI DEFAMATION LEAGUE 1500 MARKET ST PHILADELPHIA,PA19102	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
ARDEN THEATRE COMPANY 40 N 2ND ST PHILADELPHIA,PA19106	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	20,000
ART REACH INC 1501 CHERRY STREET PHILADELPHIA,PA19102	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	1,500
ASSOCIATION FOR PUBLIC ART 1528 WALNUT ST 1000 PHILADELPHIA,PA19102	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PKWY PHILADELPHIA,PA19130	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	499,270
BEADS OF COURAGE 3230 N DODGE BLVD STE J TUCSON,AZ85716	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
BIG BROTHER-SISTER INDEPENDENCE 123 S BROAD ST 1050 PHILADELPHIA,PA19109	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	35,000
BURLINGTON COUNTY ANIMAL ALLIANCE 35 ACADEMY DR WESTAMPTON,NJ08060	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
CAMP DREAMCATCHER 148 W STATE ST 104 KENNETT SQUARE,PA19348	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
CCP FOUNDATION 12901 TOWNSEND RD PHILADELPHIA,PA19154	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
CHIMP HAVEN INC 13600 CHIMPANZEE PL KEITHVILLE,LA71047	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	5,000
CITY OF PHILADELPHIA MURAL ARTS 1729 MOUNT VERNON ST PHILADELPHIA,PA19130	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
CLARKE SCHOOLS FOR HEARING & SPEECH 9803 OLD ST AUGUSTINE RD 7 JACKSONVILLE,FL32257	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
COMPASS PRO BONO 2000 PENNSYLVANIA AVENUE NW SUITE 7000 WASHINGTON,DC20006	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
CURTIS INSTITUTE OF MUSIC 1726 LOCUST ST PHILADELPHIA,PA19103	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	50,000
ED SNIDER YOUTH HOCKEY FOUNDATION 3601 S BROAD ST PHILADELPHIA,PA19148	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
EMPOWER HER NETWORK 8 N RIDGE LN NEW LONDON,CT06320	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
FIRST BOOK 1319 F ST NW STE 1000 WASHINGTON,DC20004	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	5,000
FLEISHER ART MEMORIAL 719 CATHARINE ST PHILADELPHIA,PA19147	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
FOOD BANK OF SOUTH JERSEY 1501 JOHN TIPTON BLVD PENNSAUKEN TOWNSHIP,NJ08110	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
FOOD FOR FREE 11 INMAN STREET CAMBRIDGE,MA02139	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	5,000
FRANKLIN INSTITUTE BENEFACTOR SOCIETY 222 NORTH 20TH STREET PHILADELPHIA,PA19103	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
FREE LIBRARY OF PHILADELPHIA FOUNDATION 1901 VINE ST PHILADELPHIA,PA19103	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
GREATER BOSTON LEGAL SERVICES 197 FRIEND ST BOSTON,MA02114	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
GROUNDS FOR SCULPTURE 80 SCULPTORS WAY HAMILTON TOWNSHIP,NJ08619	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE NE SUITE 2700 ATLANTA,GA30303	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
HADASSAH HOSPITAL 40 WALL STREET NEW YORK,NY10005	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
HALEY HOUSE 12 DADE ST ROXBURY,MA02119	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	7,500
HIAS INC 1300 SPRING STREET SUITE 500 SILVER SPRINGS,MD20910	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
HIGHLANDER CENTER 939 E SCHUYLKILL RD POTTSTOWN,PA19465	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
HILLEL INTERNATIONAL 800 8TH ST NW WASHINGTON,DC20001	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
HISTORICAL SOCIETY OF PA 1300 LOCUST ST PHILADELPHIA,PA19107	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
HOPEPHL 325 N 39TH STREET PHILADELPHIA,PA19104	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
HYDE SQUARE TASK FORCE 30 SUNNYSIDE STREET JAMAICA PLAIN,MA02130	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
JEWISH FAMILY & CHILDREN'S SERVICES 2100 ARCH ST PHILADELPHIA,PA19103	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
JEWISH FEDERATION - PHILADELPHIA 2001 MARKET ST STE 2300 PHILADELPHIA,PA19103	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
JEWISH FAMILY SERVICES DELAWARE 99 PASSMORE ROAD WILMINGTON,DE19803	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
JEWISH FEDERATION - SOUTHERN NJ 1301 SPRINGDALE RD 200 CHERRY HILL,NJ08003	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	50,000
LA COLABORATIVA 318 BROADWAY CHELSEA,MA02150	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	12,500
LEARNING ALLY 20 ROSZEL ROAD PRINCETON,NJ08540	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
LEGACY YOUTH TENNIS & EDUCATION 4842 RIDGE AVE PHILADELPHIA,PA19129	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
LIBRARY COMPANY OF PHILADELPHIA 1314 LOCUST ST PHILADELPHIA,PA19107	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	16,000
MAIN LINE DEPUTY DOG 295 THREE TUN RD MALVERN,PA19355	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	1,500
MANNA 420 N 20TH ST PHILADELPHIA,PA19130	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	35,000
MFS CAMDEN SCHOLARS PROGRAM 110 E MAIN ST MOORESTOWN,NJ08057	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
MIGHTY WRITERS 1501 CHRISTION ST PHILADELPHIA,PA19146	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
MISSION PD PARKINSON'S WELLNESS 65 OLD KINGS HWY MAPLE SHADE,NJ08052	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
MOORE COLLEGE OF ARTS & DESIGN 1916 RACE ST PHILADELPHIA,PA19103	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	35,000
MOTHERS 2 MOTHERS 1431 BROADWAY 8TH FLOOR NEW YORK,NY10018	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
MUHLENBERG COLLEGE 2400 CHEW ST ALLENTOWN,PA18104	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
MUSEUM OF THE AMERICAN REVOLUTION 101 S 3RD ST PHILADELPHIA,PA19106	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
NATIONAL AUDUBON SOCIETY 2660 EGYPT RD NORRISTOWN,PA19403	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
NATIONAL CONSTITUTION CENTER 525 ARCH ST PHILADELPHIA,PA19106	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	26,000
NATIONAL GEOGRAPHIC SOCIETY 1145 17TH ST NW WASHINGTON,DC20036	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
NATIONAL MUSEUM OF AMERICAN JEWISH 101 S INDEPENDENCE MALL E PHILADELPHIA,PA19106	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET NW SUITE 700 WASHINGTON,DC20001	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
NATIONAL PORTRAIT GALLERY 8TH AND G STREETS WASHINGTON,DC20001	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
NC GLASS CENTER 140 C ROBERTS ST ASHEVILLE,NC28801	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
ONE SIMPLE WISH 354 S BROAD ST TRENTON,NJ08608	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	20,000
PENNSYLVANIA ACADEMY OF FINE ARTS 128 NORTH BROAD STREET PHILADELPHIA,PA19102	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
PHILABUNDANCE 3616 S GALLOWAY ST PHILADELPHIA,PA19148	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
PHILADELPHIA CHAMBER MUSIC SOCIETY 1528 WALNUT ST 301 PHILADELPHIA,PA19102	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	51,500
PHILADELPHIA MUSEUM OF ART 2600 BENJAMIN FRANKLIN PKWY PHILADELPHIA,PA19130	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
PHILADELPHIA ORCHESTRA ASSOCIATION ONE SOUTH BROAD ST 14TH FLOOR PHILADELPHIA,PA19107	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
PHILADELPHIA YOUTH ORCHESTRA 240 S 20TH ST 4 PHILADELPHIA,PA19103	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	2,500
PHILADELPHIA ZOO 3400 W GIRARD AVE PHILADELPHIA,PA19104	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
PLANNED PARENTHOOD SOUTHERN NJ 196 SPEEDWELL AVE MORRISTOWN,NJ07960	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
PLAY ON PHILLY PO BOX 8662 PHILADELPHIA,PA19101	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	2,500
PROJECT HOME 1515 FAIRMOUNT AVE PHILADELPHIA,PA19130	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	50,000
REFUGEE IMMIGRATION MINISTRY 6 PLEASANT ST UNIT 227 MALDEN,MA02148	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	20,000
REPRESENTWOMEN 6930 CARROLL AVE STE 240 TAKOMA PARK,MD20912	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	5,000
ROSIE'S PLACE 47 THORNDIKE ST BOSTON,MA02118	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
SEEING EYE 1 SEEING EYE WAY MORRISTOWN,NJ07960	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	5,000
SEE SOCIAL 23564 CALABASAS ROAD 201 CALABASAS,CA91302	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	20,000
SETTLEMENT MUSIC SCHOOL 4910 WYNNEFIELD AVE PHILADELPHIA,PA19131	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	50,000
SHARP DANCE CO 1420 LOCUST ST 33F PHILADELPHIA,PA19102	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
SIERRA CLUB 50 F STREET NW EIGHTH FLOOR WASHINGTON,DC20001	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	5,000
ST JUDES HOSPITAL 262 DANNY THOMAS PL MEMPHIS,TN38105	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
TEACH FOR AMERICA 25 BROADWAY 12TH FLOOR NEW YORK,NY10004	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
TEMPLE UNIVERSITY LIBRARIES 1900 N 13TH ST PHILADELPHIA,PA19122	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	20,000
THE CABLE CENTER 2000 BUCHTEL BOULEVARD DENVER,CO80210	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
THE LILY HOUSE 40 POCAHONTUS RD WELLFLEET,MA02667	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	5,000
THE NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE STREET NEW ORLEANS,LA70130	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	1,000
THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON,VA22203	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	2,500
THE PRUNO FUND 1110 E 44TH ST CHICAGO,IL60653	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
THE THEATRE OFFENSIVE 565 BOYLSTON ST 3RD FLOOR BOSTON,MA02116	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
THE WARDROBE 62 W MARSHALL RD LANSDOWNE,PA19050	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
TILT 1400 N AMERICAN ST UNIT 103 PHILADELPHIA,PA19122	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
TSNE COLLECTIVE POWER 89 SOUTH STREET STE 700 BOSTON,MA02111	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	40,000
UNITED STATES HOLACOUST MEMORIAL 100 RAOUL WALLENBERG PL SW WASHINGTON,DC20024	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
VICTORY PROGRAMS 965 MASSACHUSETTS AVE BOSTON,MA02118	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	10,000
WHYY 150 N SIXTH STREET PHILADELPHIA,PA19106	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
WISSAHICKON FOUNDATION 4700 WISSAHICKON AVENUE PHILADELPHIA,PA19144	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	2,500
WOMEN IN TRANSITION 120 S 3RD ST LEWISBURG,PA17837	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
WOODMERE ART MUSEUM 9201 GERMANTOWN AVE PHILADELPHIA,PA19118	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	30,000
WORDS AS WORLDS 1463 DORCHESTER AVE BOSTON,MA02122	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	15,000
WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON,DC20037	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	500
WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE,FL32256	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	500
YMCA OF THE PINES 1303 STOKES RD MEDFORD,NJ08055	NONE		TO HELP FUND THE OPERATING BUDGETS OF THE CHARITABLE ORGANIZATIONS.	25,000
Total ................................. 3a				2,412,770

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,489,798
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	854,379		854,379
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		392,349
b	Gross sales price for all assets on line 6a 3,327,324
7	Capital gain net income (from Part IV, line 2)...			1,676,425
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).......	List of Attached Documents: // Content	121,581	121,581
12	Total. Add lines 1 through 11........	2,858,107		2,652,385
13	Compensation of officers, directors, trustees, etc.	75,000		37,500	37,500
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	56,000	28,000	28,000
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	10,412	5,206	5,206
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	52,567	52,567	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	27,085	27,085	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	221,064		150,358	70,706
25	Contributions, gifts, grants paid.......	2,412,770			2,412,770
26	Total expenses and disbursements. Add lines 24 and 25 ................	2,633,834		150,358	2,483,476
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	224,273
b	Net investment income (if negative, enter -0-)			2,502,027
c	Adjusted net income (if negative, enter -0-)...

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	2,442,634	1,530,756	1,530,756
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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
	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).......	13,759,911	List of Attached Documents: // Content 14,303,860	27,715,979
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,175,055	List of Attached Documents: // Content 796,636	1,544,996
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 42,510	List of Attached Documents: // Content 0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	17,377,600	16,673,762	30,791,731
	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	0
		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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	17,377,600	16,673,762
	29	Total net assets or fund balances (see instructions).....	17,377,600	16,673,762
	30	Total liabilities and net assets/fund balances (see instructions).	17,377,600	16,673,762

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

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					1,431,880
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......	822,930
d From 2023......	1,195,072
e From 2024......	894,779
f Total of lines 3a through e ........		2,912,781
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,483,476
a Applied to 2024, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions) .....			0
c Treated as distributions out of corpus (Election required—see instructions) ........		0
d Applied to 2025 distributable amount.....					1,431,880
e Remaining amount distributed out of corpus		1,051,596
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		3,964,377
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 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 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 ......		3,964,377
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....	822,930
c Excess from 2023 ....	1,195,072
d Excess from 2024 ....	894,779
e Excess from 2025 ....	1,051,596

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	(e) Total

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

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			48,360
b			1,040
c			14,559
d			24,496
e			173,987
			1,291,765
			122,218


(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

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	854,379
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	121,581
8 Gain or (loss) from sales of assets other than inventory ............			18	392,349
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,368,309	0

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.

Name of organization THE JULIAN A AND LOIS G BRODSKY FOUNDATION

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	JULIAN AND LOIS BRODSKY 2 FRANKLIN TOWN BLVD 1505 PHILADELPHIA, PA19103	$ 1,489,798	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization THE JULIAN A AND LOIS G BRODSKY FOUNDATION		Employer identification number 23-2785280

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	APPLE STOCK	$ 1,489,798	2025-12-03
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)


Name of organization THE JULIAN A AND LOIS G BRODSKY FOUNDATION			Employer identification number 23-2785280
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.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
MERRILL LYNCH PORTFOLIO EQUITIES	1,467,862	4,376,574
JP MORGAN 5004- VARIOUS PORTFOLIO EQUITIES	9,719,150	14,905,324
JP MORGAN 1003- VARIOUS PORTFOLIO EQUITIES	126,459	5,019,396
BBH - VARIOUS PORTFOLIO EQUITIES	2,990,389	3,414,685

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
INVESTMENT IN BBH WEALTH STARTEGIES LLC - ALTAROCK PARTNERS SERIES	AT COST	74,538	587,644
INVESTMENT IN BBH WEALTH STARTEGIES LLC - SELECT EQUITY SERIES	AT COST	319,318	348,633
INVESTMENT IN BBH WEALTH STARTEGIES LLC - TRINITY INTERNATIONAL PARTNERS SER	AT COST	181,723	211,823
INVESTMENT IN BBH WEALTH STARTEGIES LLC - VALLEY FORGE LARGE CAP EQUITY SERI	AT COST	221,057	396,896

Software ID:
Software Version:

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
K-1 ALTAROCK PARTNERS SERIES	69,675	69,675	69,675
K-1 SELECT EQUITY SERIES	33,401	33,401	33,401
K-1 TRINITY STREET INTERNATIONAL PARTNER SERIES	20,490	20,490	20,490
K-1 VALLEY FORGE LARGE CAP EQUITY SERIES	-1,985	-1,985	-1,985

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	5,085	5,085		0
2025 FEDERAL ESTIMATED TAXES	22,000	22,000		0