2024-02-07T10:58:12-06:00 2023-09-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE STE 4000 INDIANAPOLIS IN 46204 990PF 2022-10-01 203039970 Charles G Berwind Foundation Inc % RAYMOND J BARAN CHAR 2155632800 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 SARAH CAMPBELL TREASURER 2155632800 2024-02-05 true SARAH CAMPBELL 999009999 JENNIFER RHODERICK P00395735 3176817000 2 2022 2023-04-26 12:10:37Z X 8915521 X 500000 392022 392022 277000 2177198 277000 1169022 669022 0 113364 53284 0 60080 13095 0 0 0 166 166 2970 35 0 2935 129595 53319 0 63181 415537 419771 545132 53319 0 482952 623890 615703 36250 3165 3165 409009 392982 392982 5969 2455 2455 1486798 1413587 1413587 6028647 7103332 7103332 7966673 8915521 8915521 15248 6016 4618 12499 19866 18515 X 7946807 8897006 7946807 8897006 7966673 8915521 7946807 623890 326309 8897006 8897006 PUBLIC SECURITIES CAPITAL GAINS P 2177198 1900198 277000 277000 277000 8558 8558 8558 5232 0 5232 X 0 3326 false false false 0 0 0 false false false false true true PA true false false false false true N/A RAYMOND J BARAN 2155632800 2929 WALNUT STREET SUITE 900 PHILADELPHIA PA 19104 false false false false false false false false false false false false false false false true false false false false false false false JESSICA BERWIND 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 VP & TRUSTEE 0.0 0 0 0 TIM CALLAHAN 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 TRUSTEE 0.0 0 0 0 Raymond J Baran 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 PRESIDENT 0.0 0 0 0 SARAH CAMPBELL 2929 WALNUT STREET SUITE 900 PHILADELPHIA PA 19104 TREASURER 0.0 0 0 0 EILEEN P MOORE 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 SECRETARY 0.0 0 0 0 NONE 8487013 563792 0 9050805 0 9050805 135762 8915043 445752 445752 8558 8558 437194 437194 437194 482952 0 0 0 0 482952 437194 0 2020 2019 2018 0 34950 85801 66311 24431 12503 223996 482952 0 437194 45758 269754 0 0 0 0 34950 234804 85801 66311 24431 12503 45758 NONE NONE MS EILEEN MOORE 2929 WALNUT STREET SUITE 990 PHILADELPHIA PA 19104 2155632800 APPLICATION AND INFORMATION TO BE SUBMITTED DEADLINE HIGH SCHOOL STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH SAT OR ACT TAKEN DECEMBER 31ST BIOGRAPHICAL QUESTIONNAIRE DECEMBER 31ST SECONDAY SCHOOL REPORT DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH COLLEGE STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH RESULTS FROM STANDARDIZED TESTS DECEMBER 31ST A STATEMENT OF EDUCATIONAL GOALS DECEMBER 31ST THREE LETTERS OF RECOMMENDATION DECEMBER 31ST TRANSCRIPT OF COLLEGE GRADES DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH The information above should be mailed or emailed to the following address by the date indicated above: Foundation Administrator c/o Berwind Corporation 2929 WALNUT STREET, SUITE 900 Philadelphia, PA 19104 foundation@berwind.com SEE ABOVE FOR ACCREDITED INSTITUTIONS OF HIGHER LEARNING IN THE U.S. ONLY SEE ATTACHMENT 16 & 17 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 NONE I SCHOLARSHIP 419771 419771 SEE ATTACHMENT 16 & 17 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 NONE I Scholarship 0 397116 14 392022 18 277000 669022 669022 false false false false false false false false false false X X 1 The Berwind Company LLC 2929 Walnut Street Suite 900 philadelphia PA 19104 500000 X SEE ATTACHMENT 5 1413587 1413587 SEE ATTACHMENT 6 7103332 7103332 SUPPLIES EXPENSE 2935 0 0 2935 MISCELLANEOUS EXPENSE 35 35 0 UNREALIZED GAINS ON SECURITIES 326309 DEFERRED FEDERAL EXCISE TAXES 4618 12499 INVESTMENT MANAGEMENT FEES 53284 53284 0 0 CONSULTING FEES 40080 0 0 40080 SELECTION COMMITTEE ADV FEES 20000 0 0 20000 EXCISE TAX EXPENSE 13095 0 0 0