Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE FORST FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 601 OFFICE CENTER DRIVE 300
  Room/suite
City or town
FORT WASHINGTON
State or province
PA
Country  
ZIP or foreign postal code
19034
A Employer identification number

23-7685957
B Telephone number (see instructions)

2158814639
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)$15,464,148J 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) 869,313
2 Check .................
3 Interest on savings and temporary cash investments 2,768 2,768  
4 Dividends and interest from securities... 377,474 371,492  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 844,734
b Gross sales price for all assets on line 6a 3,961,282
7 Capital gain net income (from Part IV, line 2)... 844,734
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,530 0  
12 Total. Add lines 1 through 11........ 2,111,819 1,218,994  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,024 2,012   2,012
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
26,325 25,908   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,769 3,769   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.......... 34,118 31,689   2,012
25 Contributions, gifts, grants paid....... 692,629 692,629
26 Total expenses and disbursements. Add lines 24 and 25 ................ 726,747 31,689   694,641
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,385,072
b Net investment income (if negative, enter -0-) 1,187,305
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.............      
2 Savings and temporary cash investments......... 1,713,145 1,944,427 1,944,427
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)....... 11,156,461 Click to see attachment
List of Attached Documents:
// Content
12,319,933 		13,519,721
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)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,869,606 14,264,360 15,464,148
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 ) Click to see attachment
List of Attached Documents:
// Content
5,242 		Click to see attachment
List of Attached Documents:
// Content
14,924
23 Total liabilities (add lines 17 through 22)......... 5,242 14,924
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........... 12,864,364 14,249,436
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)..... 12,864,364 14,249,436
30 Total liabilities and net assets/fund balances (see instructions). 12,869,606 14,264,360
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,864,364
2
Enter amount from Part I, line 27a .....................
2
1,385,072
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,249,436
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
14,249,436
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,649,399   3,116,548 532,851
b 311,883     311,883
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       532,851
b       311,883
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 844,734
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 16,504
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 16,504
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 16,504
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 12,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 17,496
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax17,496 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofKAREN O'NEILL Telephone no. (215) 881-4639

Located at601 OFFICE CENTER DRIVE 300FORT WASHINGTONPA ZIP+419034
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
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
KAREN O'NEILL TRUSTEE
1.00 		0 0 0
601 OFFICE CENTER DRIVE SUITE 300
FORT WASHINGTON,PA19034
THOMAS FORST TRUSTEE
1.00 		0 0 0
601 OFFICE CENTER DRIVE SUITE 300
FORT WASHINGTON,PA19034
HARRY FORST BOARD MEMBER/ACCOUNT SUPERVISOR
1.00 		0 0 0
601 OFFICE CENTER DRIVE SUITE 300
FORT WASHINGTON,PA19034
TINA FORST BOARD MEMBER
1.00 		0 0 0
601 OFFICE CENTER DRIVE SUITE 300
FORT WASHINGTON,PA19034
KELLY MILLER BOARD MEMBER/ADMIN ASSISTANT
2.00 		0 0 0
601 OFFICE CENTER DRIVE SUITE 300
FORT WASHINGTON,PA19034
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
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
12,490,792
b
Average of monthly cash balances.......................
1b
1,496,786
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
13,987,578
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
13,987,578
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
209,814
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,777,764
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
688,888
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
688,888
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
16,504
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,504
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
672,384
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
672,384
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
672,384
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
694,641
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
694,641
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 7 672,384
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...... 7,432
b From 2021...... 25,028
c From 2022......  
d From 2023...... 9,137
e From 2024...... 10,947
f Total of lines 3a through e ........ 52,544
4Qualifying distributions for 2025 from Part
XI, line 4: $ 694,641
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..... 672,384
e Remaining amount distributed out of corpus 22,257
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 74,801
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) ... 		7,432
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		67,369
10 Analysis of line 9:
a Excess from 2021 .... 25,028
b Excess from 2022 ....  
c Excess from 2023 .... 9,137
d Excess from 2024 .... 10,947
e Excess from 2025 .... 22,257
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

18 DEGREES

480 WEST ST STE 2
PITTSFIELD,MA012015784 		    OPERATING SUPPORT 1,040

1960 COMMUNITY HOPE CENTER HOUSTON

821 PEAKWOOD DR
HOUSTON,TX77090 		    OPERATING SUPPORT 5,000

ABINGTON EDUCATIONAL FOUNDATION

970 HIGHLAND AVE
ABINGTON,PA19001 		    OPERATING SUPPORT 500

ALZHEIMER'S ASSOCIATION - SOUTH FLORIDA

100 W CYPRESS CREEK RD SUITE 1046
FT LAUDERDALE,FL33309 		    OPERATING SUPPORT 1,876

ALZHEIMERS ASSOCIATION OF WNY

6400 SHERIDAN DR SUITE 320
AMHERST,NY14221 		    OPERATING SUPPORT 523

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVE FL 17
CHICAGO,IL60601 		    OPERATING SUPPORT 2,300

ALZHEIMER'S ASSOCIATION

6055 SOUTH LOOP EAST
HOUSTON,TX770871005 		    OPERATING SUPPORT 3,000

AMAZON WATCH

520 3RD STREET SUITE 108
OAKLAND,CA94607 		    OPERATING SUPPORT 1,030

AMERICAN CANCER SOCIETY

PO BOX 10069
BETRIOY,MI48210 		    OPERATING SUPPORT 8,561

AMERICAN HEART ASSOCIATION - GO RED FOR WOMEN

5800 FOXRIDGE DR SUITE 108
MISSION,KS66202 		    OPERATING SUPPORT 500

AMERICAN HEART ASSOCIATION

1617 JOHN F KENNEDY BLVD 700
PHILADELPHIA,PA19103 		    OPERATING SUPPORT 523

APPALACHIAN STATE UNIVERSITY FOUNDATION

BOX 32014
BOONE,NC32014 		    OPERATING SUPPORT 2,000

ARTS BEATS & EATS

301 W FOURTH ST
ROYAL OAK,MI48067 		    OPERATING SUPPORT 2,500

AUTISM SPEAKS

PO BOX 37148
BOONE,IA50037 		    OPERATING SUPPORT 2,000

BACHAO

725 S FIGUEROA ST 37TH FLOOR
LOS ANGELES,CA90017 		    OPERATING SUPPORT 2,000

BE PART OF THE CONVERSATION

16 E LANCASTER AVE
ARDMORE,PA19003 		    OPERATING SUPPORT 390

BIG BROTHERS BIG SISTERS OF COASTAL AND NORTHERN NJ

305 BOND ST SUITE 2
ASBURY PARK,NJ07712 		    OPERATING SUPPORT 313

BOYS & GIRLS CLUB OF EAST AURORA

24 PAINE STREET EAST
AURORA,NY14052 		    OPERATING SUPPORT 5,000

BOYSTOWN OF NORTH FLORIDA

3555 COMMONWEALTH BLVD
TALLAHASSEE,FL32303 		    OPERATING SUPPORT 2,500

BREATHING ROOM FOUNDATION

8310 BROOKSIDE RD
ELKINS PARK,PA19027 		    OPERATING SUPPORT 1,350

BUCKS COUNTY OPPORTUNITY COUNCIL

100 DOYLE STREET
DOYLESTOWN,PA18901 		    OPERATING SUPPORT 3,000

CARDINAL O'HARA HIGH SCHOOL

39 OHARA RD
TONAWANDA,NY14150 		    OPERATING SUPPORT 3,500

CARON FOUNDATION

120 STAYMAN DR
NORTH WALES,PA19454 		    OPERATING SUPPORT 10,000

CARVERSVILLE FARM FOUNDATION

6127 MECHANICSVILLE RD
MECHANICSVILLE,PA18934 		    OPERATING SUPPORT 50,000

CENTRAL ILLINOIS FOODBANK

1937 E COOK ST PO BOX 8228
SPRINGFIELD,IL62791 		    OPERATING SUPPORT 900

CHELTENHAM EDUCATION FOUNDATION

PO BOX 433
GLENSIDE,PA19038 		    OPERATING SUPPORT 2,500

CHILDREN'S MIRACLE NETWORK

205 W 700 SOUTH
SOUTH SALT LAKE CITY,UT84101 		    OPERATING SUPPORT 286

CITYTEAM CHESTER

634 SPROUL STREET
CHESTER,PA19013 		    OPERATING SUPPORT 10,515

CORA SERVICES

8540 VERREE ROAD
PHILADELPHIA,PA19111 		    OPERATING SUPPORT 80,500

CORNERSTONE CHRISTIAN ACADEMY

5360 NJ 42N
BLACKWOOD,NJ08012 		    OPERATING SUPPORT 1,000

CULTURAL SURVIVAL

2067 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02140 		    OPERATING SUPPORT 2,145

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02115 		    OPERATING SUPPORT 500

DANNY'S HOUSE

45 W UPSAL ST
PHILADELPHIA,PA19119 		    OPERATING SUPPORT 59,560

DEBORAH HOSPITAL FOUNDATION

212 TRENTON RD
BROWNS MILLS,NJ08015 		    OPERATING SUPPORT 5,000

EAGLES AUTISM CHALLENGE INC

1 NOVACARE WAY
PHILADELPHIA,PA19145 		    OPERATING SUPPORT 9,129

EARTH JUSTICE

PO BOX 96346
WASHINGTON,DC200777953 		    OPERATING SUPPORT 5,163

EAST HANOVER BASEBALL ASSOCIATION

109 EDGEWOOD DR
FLORHAM PARK,NJ07932 		    OPERATING SUPPORT 5,000

EXPECT MIRACLES FOUNDATION

89 SOUTH ST SUITE 701
BOSTON,MA02111 		    OPERATING SUPPORT 258

FACE TO FACE

123 EAST PRICE ST
PHILADELPHIA,PA19144 		    OPERATING SUPPORT 21,000

FAMILY PROMISE MONTCO PA

31 SOUTH SPRING GARDEN ST
AMBLER,PA19002 		    OPERATING SUPPORT 258

FEED MY STARVING CHILDREN

401 93RD AVE NW
COON RAPIDS,MN55433 		    OPERATING SUPPORT 10,000

FELLOWSHIP OF CHRISTIAN ATHLETES CABOT

19 SHILOH SOUTH
CABOT,AR72023 		    OPERATING SUPPORT 1,500

FIRST NATION FOUNDATION

100 ANDOVER WAY SUITE 150 333
TUKWILA,WA98188 		    OPERATING SUPPORT 2,000

FOOD AND WATER WATCH

1616 P STREET NW SUITE 300
WASHINGTON,DC20036 		    OPERATING SUPPORT 2,100

FOX CHASE CANCER CENTER

333 COTTMAN AVE
PHILADELPHIA,PA19111 		    OPERATING SUPPORT 1,500

FRIENDS OF CHILMARK PRESCHOOL

PO BOX 425
CHILMARK,MA02535 		    OPERATING SUPPORT 2,500

FRIENDS OF GW CHEER CO GEORGE WASHINGTON HIGH SCHOOL

10175 BUSTLETON AVE
PHILADELPHIA,PA19116 		    OPERATING SUPPORT 1,500

FRIENDS OF HIGH SCHOOL

PO BOX 163
CHELTENHAM,PA19012 		    OPERATING SUPPORT 1,021

FRIENDS OF SPRINGFIELD TWP PARKS AND REC

12 DAVISBURG RD
DAVISBURG,MI48350 		    OPERATING SUPPORT 1,000

FSU FOUNDATION

325 W COLLEGE AVE
TALLAHASSEE,FL323011403 		    OPERATING SUPPORT 2,000

GARY SINISE FOUNDATION

PO BOX 40726
NASHVILLE,TN37204 		    OPERATING SUPPORT 520

GOLDEN SLIPPER CLUB CAMP

50 MONUMENT RD STE 103
BALA CYNWYD,PA19004 		    OPERATING SUPPORT 1,000

GRACE BIBLE FELLOWSHIP CHURCH

723 S PROVIDENCE RD
WALLINGFORD,PA19086 		    OPERATING SUPPORT 2,000

HEIFER INTERNATIONAL

1 WORLD AVE
LITTLE ROCK,AR72202 		    OPERATING SUPPORT 410

HELP HOPE LIVE

2 RADNOR CORPORATE CENTER SUITE 100
100 MATSONFORD RD
RADNOR,PA19087 		    OPERATING SUPPORT 5,000

HELPING HANDS- ST MARTIN LUTHERAN CHURCH

10995 CANADA RD
BIRCH RUN,MI48415 		    OPERATING SUPPORT 1,000

HOLY GHOST PREPARATORY SCHOOL

2429 BRISTOL PIKE
BENSALEM,PA19020 		    OPERATING SUPPORT 1,000

HOPE WORLDWIDE

290 INTERSTATE NORTH CIRCLE SE
SUITE 130
ATLANTA,GA30339 		    OPERATING SUPPORT 1,000

HOUSE OF FAITH FOR WOMEN

1365 W LEWISBURG RD
AUSTIN,AR720079447 		    OPERATING SUPPORT 750

I CARE AMERICA INC

5879 B NEW PEACHTREE RD
DORAVILLE,GA30340 		    OPERATING SUPPORT 1,000

IMAGINE A CENTER FOR COPING WITH LOSS

244 SHEFFIELD ST
MOUNTAINSIDE,NJ07092 		    OPERATING SUPPORT 1,500

INDEPENDENT MISSION SCHOOLS

120 S WARNER RD 200
KING OF PRUSSIA,PA19406 		    OPERATING SUPPORT 10,000

INSTITUTE FOR JUSTICE

901 N GLEBE ROAD SUITE 900
ARLINGTON,VA22203 		    OPERATING SUPPORT 250

INTER FAITH FOOD PANTRY

2 EXECUTIVE DR
MORRIS PLAINS,NJ07850 		    OPERATING SUPPORT 526

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		    OPERATING SUPPORT 2,108

INVEST IN OTHERS

68 HARRISON AVE STE 605 PMB 871132
BOSTON,MA021111929 		    OPERATING SUPPORT 10,000

IRC

BOX 6068
ALBERT LEA,MN560079847 		    OPERATING SUPPORT 10,000

IRVING SCHOOLS FOUNDATION

PO BOX 152637
IRVING,TX750152637 		    OPERATING SUPPORT 1,000

JENKINTOWN FOOD CUPBOARD

328 SUMMIT AVE
JENKINTOWN,PA19046 		    OPERATING SUPPORT 10,000

JUNIOR ACHIEVEMENT OF NEW JERSEY

360 PEAR BLOSSOM DRIVE
EDISON,NJ08837 		    OPERATING SUPPORT 15,000

JUNIOR ACHIEVEMENT OF SOUTHEAST PENNSYLVANIA

1501 CHERRY ST
PHILADELPHIA,PA19102 		    OPERATING SUPPORT 5,000

KEN-TON HALL OF FAME

1500 COLVIN BLVD
BUFFALO,NY14223 		    OPERATING SUPPORT 1,000

LADIES PHILOPTOCHOS 'NAUSICA'

7921 OLD YORK RD
ELKINS PARK,PA19027 		    OPERATING SUPPORT 1,000

LANCASTER CATHOLIC HIGH SCHOOL

650 JULIETTE AVE
LANCASTER,PA17601 		    OPERATING SUPPORT 500

LEHIGH CHRISTIAN ACADEMY

1151 S CEDAR CREST BLVD
ALLENTOWN,PA18103 		    OPERATING SUPPORT 1,000

LEHIGH UNIVERSITY

27 MEMORIAL DR W
BETHLEHEM,PA18015 		    OPERATING SUPPORT 1,000

LITTLE FLOWER CATHOLIC HIGH SCHOOL FOR GIRLS

1000 WEST LYCOMING STREET
PHILADELPHIA,PA19140 		    OPERATING SUPPORT 55,000

LITTLETON YOUTH LACROSSE CLUB

3 LAURY LN
LITTLETON,MA01460 		    OPERATING SUPPORT 500

LOLLYPOP FARM THE HUMANE SOCIETY OF GREATER ROCHESTER

99 VICTOR RD
FAIRPORT,NY14450 		    OPERATING SUPPORT 5,000

MAKE A WISH GEORGIA

1775 THE EXCHANGE SE 200
ATLANTA,GA30339 		    OPERATING SUPPORT 1,065

MARTY'S PLACE SENIOR DOG SANCTUARY

118 ROUTE 526
UPPER FREEHOLD TOWNSHI,NJ08501 		    OPERATING SUPPORT 1,000

MARVINS HOME

PO BOX 46
LANSDALE,PA19446 		    OPERATING SUPPORT 2,000

MARY'S PLACE BY THE SEA

PO BOX 8
OCEAN GROVE,NJ07756 		    OPERATING SUPPORT 1,000

MASSACHUSETTS FALLEN HEROES

12 CHANNEL ST SUITE 603
BOSTON,MA02210 		    OPERATING SUPPORT 2,500

MATTIE N DIXON COMMUNITY CUPBOARD

50 N MAIN ST PO BOX 367
AMBLER,PA19002 		    OPERATING SUPPORT 10,000

MCKEOWN FOUNDATION

PO BOX 291
DRESHER,PA19025 		    OPERATING SUPPORT 10,000

MERCY CAREER & TECH HIGH SCHOOL

2900 WEST HUNTING PARK AVE
PHILADELPHIA,PA19129 		    OPERATING SUPPORT 2,500

MERCY HOME FOR BOYS & GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		    OPERATING SUPPORT 1,000

MERCY NEIGHBORHOOD MINISTRIES

1939 W VENANGO ST
PHILADELPHIA,PA19140 		    OPERATING SUPPORT 5,000

METHODIST SERVICE

4300 MONUMENT RD
PHILADELPHIA,PA19131 		    OPERATING SUPPORT 1,500

MISSION BLUE

PO BOX 6882
NAPA,CA94581 		    OPERATING SUPPORT 1,000

MITZVAH CIRCLE

435 DOYLESTOWN RD
LANSDALE,PA19446 		    OPERATING SUPPORT 261

MONTGOMERY COUNTY FOOD BANK

1 FOOD FOR LIFE WAY
CONROE,TX77385 		    OPERATING SUPPORT 518

MOUNT SAIN JOSEPH ACADEMY

120 WEST WISSAHICKON AVE
FLOURTOWN,PA19031 		    OPERATING SUPPORT 5,000

MPN RESEARCH FOUNDATION

PO BOX 2690
CAROL STREAM,IL60132 		    OPERATING SUPPORT 1,045

MS WALK MS

PO BOX 289
CAMDEN,MA02021 		    OPERATING SUPPORT 2,500

NATIONAL KIDNEY FOUNDATION

30 EAST 33RD STREET
NEW YORK,NY10016 		    OPERATING SUPPORT 521

NATIONAL MS SOCIETY

733 THIRD AVE 3RD FL
NEW YORK,NY10017 		    OPERATING SUPPORT 265

NEW EAGLE PTO

507 PUGH RD
WAYNE,PA19087 		    OPERATING SUPPORT 500

NF NORTHEAST

9 BEDFORD ST
BURLINGTON,MA018033755 		    OPERATING SUPPORT 5,000

NORTH FAYETTE VALLEY COMMUNITY COALITION

PO BOX 234
ELGIN,IA52141 		    OPERATING SUPPORT 3,000

NORTHWEST BIBLE CHURCH

8505 DOUGLAS AVE
DALLAS,TX75225 		    OPERATING SUPPORT 1,000

NU FRIENDSHIP OUTREACH

PO BOX 2172
WILMINGTON,DE19889 		    OPERATING SUPPORT 750

OAKLYN BAPTIST CHURCH FOOD PANTRY

35 BETTLEWOOD AVE
OAKLYN,NJ08109 		    OPERATING SUPPORT 1,000

ONE MILLION WELLS

PO BOX 771204
MEMPHIS,TN38177 		    OPERATING SUPPORT 5,000

ONETRACK INTERNATIONAL

217 BONHAM DRIVE
DEDHAM,MA02026 		    OPERATING SUPPORT 2,500

PADUA FRANCISCAN HIGH SCHOOL

6740 STATE RD
PARMA,OH44134 		    OPERATING SUPPORT 500

PANTHER MOUNTAIN

74 CIRCLE DRIVE
PHOENCIA,NY12464 		    OPERATING SUPPORT 2,060

PAWS CHICAGO

1997 NORTH CLYBOURN
CHICAGO,IL60614 		    OPERATING SUPPORT 521

PENNSBURY EDUCATION FOUNDATION

134 YARDLEY AVE
FALLSINGTON,PA19054 		    OPERATING SUPPORT 2,500

PHILABUNDANCE

3616 S GALLOWAY ST
PHILADELPHIA,PA191485402 		    OPERATING SUPPORT 4,500

PHILADELPHIA ORCHARD PROJECT

THE WOODLANDS 4000 WOODLAND AVE
PHILADELPHIA,PA19104 		    OPERATING SUPPORT 1,000

PLANT TODAY FOUNDATION

125 STARTING GATE RD
OSTEEN,FL32754 		    OPERATING SUPPORT 6,000

PORT JEFFERSON LIONS CLUB

PO BOX 202 PORT
JEFFERSON,NY11777 		    OPERATING SUPPORT 2,250

POWER OF JOY

PO BOX 183
CHESTERLAND,OH44026 		    OPERATING SUPPORT 5,000

PROJECT HOME

1515 FAIRMOUNT AVE
PHILADELPHIA,PA19130 		    OPERATING SUPPORT 8,000

RAISING A READER

53 STATE STREET SUITE 500
BOSTON,MA02109 		    OPERATING SUPPORT 2,500

RHO SIGMA LAMBDA FOUNDATION

PO BOX 3011
MCDONOUGH,GA30253 		    OPERATING SUPPORT 1,000

RON CLARK ACADEMY

228 MARGARET ST
ATLANTA,GA30315 		    OPERATING SUPPORT 5,000

ROSIE'S PLACE

889 HARRISON AVE
BOSTON,MA02118 		    OPERATING SUPPORT 5,000

ROTARY CLUB OF MANDARIN - FOOD BANK AT ST JOSEPH'S CHURCH

PO BOX 23376
JACKSONVILLE,FL32241 		    OPERATING SUPPORT 2,500

RUTGERS UNIVERSITY FOUNDATION

335 GEORGE STREET 4000
NEW BRUNSWICK,NJ08901 		    OPERATING SUPPORT 1,000

SAINT ANDREW

535 MASON AVE
DREXEL HILL,PA19126 		    OPERATING SUPPORT 1,000

SAINT HILARY OF POITIERS SCHOOL

920 SUSQUEHANNA RD
RYDAL,PA19046 		    OPERATING SUPPORT 1,500

SAINT JOSEPH'S UNIVERSITY

5600 CITY AVE
PHILADELPHIA,PA19131 		    OPERATING SUPPORT 1,000

SCHOOLMENS CLUB OF PHILADELPHIA

PO BOX 27584
PHILADELPHIA,PA19118 		    OPERATING SUPPORT 10,000

SMILE TRAIN INC

633 3RD AVE 9TH FLOOR NEW
YORK,NY10017 		    OPERATING SUPPORT 3,641

SOUTH LYON EDUCATIONAL FOUNDATION

345 S WARREN STREET
SOUTH LYON,MI48178 		    OPERATING SUPPORT 1,000

SOUTH SHORES HOSPITAL CHARITABLE FOUNDATION

55 FOGG RD
WEYMOUTH,MA021902455 		    OPERATING SUPPORT 2,500

SOUTH SHORES SNAP

PO BOX 48
HINGHAM,MA02043 		    OPERATING SUPPORT 2,500

ST CHRISTOPHERS HOSPITAL

160 E ERIE AVE
PHILADELPHIA,PA19134 		    OPERATING SUPPORT 1,030

ST JUDE CHILDREN'S HOSPITAL

PO BOX 1000 DEPT 495
MEMPHIS,TN380109801 		    OPERATING SUPPORT 2,000

SWIM ACROSS AMERICA

8508 PARK RD 389
CHARLOTTE,NC28210 		    OPERATING SUPPORT 260

TAMPA FIREFIGHTERS CHARITY FUND

3116 N BOULEVARD
TAMPA,FL33603 		    OPERATING SUPPORT 350

TEXAS EQUUSEARCH

PO BOX 395
DICKINSON,TX77539 		    OPERATING SUPPORT 1,000

THE BREATHING ROOM

8310 BROOKSIDE RD
ELKINS PARK,PA19027 		    OPERATING SUPPORT 20,000

THE CALL IN LONOKE AND PRAIRIE COUNTIES

PO BOX 1282
CABOT,AR72023 		    OPERATING SUPPORT 1,500

THE CENTER FOR BIOLOGICAL DIVERSITY

PO BOX 710
TUCSON,AZ857020710 		    OPERATING SUPPORT 2,000

THE COLLEGE OF NEW JERSEY FOUNDATION

PO BOX 7718
EWING,NJ086280718 		    OPERATING SUPPORT 1,000

THE EMPOWERMENT ACHIEVEMENT MOVEMENT- MEN OF COURAGE

4821 GERMANTOWN AVE
PHILADELPHIA,PA19144 		    OPERATING SUPPORT 500

THE NATURE CONSERVANCY

4245 N FAIRFAX DR SUITE 100
ARLINGTON,VA22203 		    OPERATING SUPPORT 7,575

THE RONALD MCDONALD HOUSE OF SOUTHERN NJ

550 MICKLE BLVD
CAMDEN,NJ08103 		    OPERATING SUPPORT 1,000

THE TIM TEBOW FOUNDATION

PO BOX 1335
PONTE VEDRA BEACH,FL43004 		    OPERATING SUPPORT 1,035

THE WESTFIELD FOUNDATION

PO BOX 2295
WESTFIELD,NJ070912295 		    OPERATING SUPPORT 2,500

THRIVE SUPPORT & ADVOCACY INC

65 BOSTON POST RD WEST SUITE 220
MARLBOROUGH,MA01752 		    OPERATING SUPPORT 259

TOMMY'S PLACE FOUNDATION

90 SHORE AVE
QUINCY,MA02169 		    OPERATING SUPPORT 900

TROSA

1820 JAMES ST
DURHAM,NC27707 		    OPERATING SUPPORT 5,000

TTF WATERSHED PARTNERSHIP

4500 WORTH STREET
PHILADELPHIA,PA191243491 		    OPERATING SUPPORT 1,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		    OPERATING SUPPORT 2,940

UNIVERSITY OF FLORIDA

PO BOX 14425
GAINSVILLE,FL32604 		    OPERATING SUPPORT 1,000

UNIVERSITY OF SCRANTON

800 LINDEN ST
SCRANTON,PA18510 		    OPERATING SUPPORT 563

UPPER MERION AREA COMMUNITY CUPBOARD

191 TOWN CENTER RD
KING OF PRUSSIA,PA19406 		    OPERATING SUPPORT 5,000

W4W WALK 4 WHEEZY

PO BOX 488
CABOT,AR72023 		    OPERATING SUPPORT 1,250

WALK ALS NORTH JERSEY

42 BROADWAY SUITE 1724
NEW YORK,NY10004 		    OPERATING SUPPORT 250

WISSAHICKON CHARTER SCHOOL

4700 G WISSAHICKON AVE
PHILADELPHIA,PA19144 		    OPERATING SUPPORT 5,000

WOMEN IN TRANSITION

718 ARCH ST -401 N
PHILADELPHIA,PA19106 		    OPERATING SUPPORT 2,500

WONDERFUND MA

77 ROWE ST
AUBURNDALE,MA02466 		    OPERATING SUPPORT 2,500

WOUNDED WARRIOR PROJECT

4899 BELFORT RD SUITE 300
JACKSONVILLE,FL32256 		    OPERATING SUPPORT 515
Total ................................. 3a 692,629
bApproved for future payment
Total ................................. 3b 0
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 2,768  
4 Dividends and interest from securities ....     14 377,474  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 844,734  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    01 17,530  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,242,506 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,242,506
(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
THE FORST FOUNDATION
 
Employer identification number

23-7685957
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
THE FORST FOUNDATION
  		Employer identification number
23-7685957
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
LINCOLN INVESTMENT PLANNING LLC
 
601 OFFICE CENTER DRIVE SUITE 300
 
FORT WASHINGTON, PA19034

$ 569,313


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LINCOLN INVESTMENT GROUP HOLDINGS INC
 
601 OFFICE CENTER DRIVE SUITE 300
 
FORT WASHINGTON, PA19034

$ 300,000


(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.)
(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
THE FORST FOUNDATION
  		Employer identification number

23-7685957
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE FORST FOUNDATION
  		Employer identification number

23-7685957
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 AccountingFeesSchedule
Name:
THE FORST FOUNDATION
EIN:
23-7685957
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,024 2,012   2,012

TY 2025 InvestmentsCorpStockSchedule
Name:
THE FORST FOUNDATION
EIN:
23-7685957
Name of Stock End of Year Book Value End of Year Fair Market Value
COLUMBIA DIVIDEND INCOME FUND, 38,007.698 SH 994,850 1,409,706
DODGE & COX INCOME FUND, 92,826.985 SH 1,220,839 1,192,827
FEDERATED HERMES KAUFMANN SMALL-CAP FUND, 7,183.067 SH 311,462 325,680
FIDELITY ADVISOR EMERGING MARKETS FUND, 8,318.827 SH 278,238 418,021
FIDELITY ADVISOR REAL ESTATE INCOME FUND, 19,522.772 SH 241,262 236,811
FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND, 16,886.744 SH 631,943 607,754
FIRST EAGLE GLOBAL FUND, 10,364.105 SH 606,204 839,803
FRANKLIN INCOME FUND, 318,149.913 SH 736,278 792,193
GUGGENHEIM TOTAL RETURN BOND I, 22,731.521 SH 604,957 548,284
LORD ABBETT SHORT DURATION INCOME FUND I, 111,487.707 SH 477,488 433,687
MFS EMERGING MARKET DEBT, 25,085.915 SH 291,187 319,595
NEUBERGER BERMAN LARGE-CAP VALUE FUND, 23,272.072 SH 1,042,162 1,182,687
PGIM GLOBAL TOTAL RETURN FUND, 65,790.015 SH 436,299 355,924
T. ROWE PRICE CAPITAL APPRECIATION FUND, 29,771.023 SH 936,902 1,063,719
THRIVENT SMCAP STOCK S, 16,095.876 SH 539,008 519,414
VANGUARD TAX MANAGED BALANCED FUND, 7,416.213 SH 257,043 365,026
VICTORY TRIVALENT INTERNATIONAL SMALL CAP FUND, 23,052.642 SH 383,313 458,056
DIMENSIONAL ETF TR INTL VALUE ETF, 21,326 SH 975,451 1,064,167
VANGUARD RUSSELL 1000 GROWTH INDEX FUND, 11,387 SH 1,355,047 1,386,367

TY 2025 OtherIncomeSchedule2
Name:
THE FORST FOUNDATION
EIN:
23-7685957
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 17,530   17,530


TY 2025 OtherLiabilitiesSchedule
Name:
THE FORST FOUNDATION
EIN:
23-7685957
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 5,242 14,924


TY 2025 OtherProfessionalFeesSchedule
Name:
THE FORST FOUNDATION
EIN:
23-7685957
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 26,325 25,908   0


TY 2025 TaxesSchedule
Name:
THE FORST FOUNDATION
EIN:
23-7685957
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,769 3,769   0