2024-04-29T15:10:18-05:00 2023-06-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990PF 2022-07-01 232418214 DRUEDING FOUNDATION C/O MRS JAMES J STOKES III DRUE 6109991092 669 DODDS LANE GLADWYNE PA 19035 PATRICIA D STOKES TREASURER 6109991092 2024-04-29 1 PATRICIA STOKES 999009999 0 RONALD SCARAMUZZA P01339885 2155677770 2024-04-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 11877257 X X 30669 30669 810427 810427 0 841096 841096 0 0 0 4900 2450 2450 21415 0 0 322 0 322 26637 2450 2772 597600 597600 624237 2450 600372 216859 838646 377128 587286 587286 9580124 10090549 10090549 1010129 1199422 1199422 10967381 11877257 11877257 49891 49306 49891 49306 X 10917490 11827951 10917490 11827951 10967381 11877257 10917490 216859 693602 11827951 0 11827951 11657 0 11657 0 11657 11588 0 6000 0 17588 X 29 5902 5902 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A TREASURER 6109991092 669 DODDS LANE GLADWYNE PA 19035 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANNY GIFFORD C/O THE ORGANIZATIONS ADDRESS GLADWYNE PA 19035 PRESIDENT 2.00 0 0 0 JAMES DRUEDING C/O THE ORGANIZATIONS ADDRESS GLADWYNE PA 19035 SECRETARY 2.00 0 0 0 PATRICIA D STOKES C/O THE ORGANIZATIONS ADDRESS GLADWYNE PA 19035 TREASURER 2.00 0 0 0 LIZANNE MICHENER C/O THE ORGANIZATIONS ADDRESS GLADWYNE PA 19035 VICE PRESIDENT 2.00 0 0 0 CAROLINE M STOKES C/O THE ORGANIZATIONS ADDRESS GLADWYNE PA 19035 TRUSTEE 2.00 0 0 0 CECILIA DREUDING C/O THE ORGANIZATIONS ADDRESS GLADWYNE PA 19035 TRUSTEE 2.00 0 0 0 IAN BEATY C/O THE ORGANIZATIONS ADDRESS GLADWYNE PA 19035 TRUSTEE 2.00 0 0 0 GRAY GIFFORD C/O THE ORGANIZATIONS ADDRESS GLADWYNE PA 19035 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 10787089 768375 0 11555464 0 0 11555464 485717 11069747 553487 553487 11657 11657 541830 0 541830 0 541830 600372 0 600372 541830 597531 0 0 600372 597531 0 0 2841 0 0 0 0 0 0 0 0 538989 0 0 0 X HOLY REDEEMER HOSPICE 1648 HUNTINGDON PIKE MEADOW BROOK PA 19046 PC GENERAL OPERATIONS 8000 ALZHEIMER'S ASSOCIATION - DELAWARE VALLEY CHAPTER 399 MARKET STREET SUITE 102 PHILADELPHIA PA 19106 PC GENERAL OPERATIONS 4000 FRESH AIR FUND 633 THIRD AVENUE 14TH FLOOR NEW YORK NY 10017 PC GENERAL OPERATIONS 5000 BETHESDA PROJECT 1630 SOUTH STREET PHILADELPHIA PA 19146 PC GENERAL OPERATIONS 7000 CAMP NO WORRIES 59 CENTERTON ROAD MT LAUREL NJ 08054 PC GENERAL OPERATIONS 2000 SAFE HARBOR 1200 OLD YORK ROAD ABINGTON PA 19001 PC GENERAL OPERATIONS 3000 THE JIMMY FUND 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 PC GENERAL OPERATIONS 5000 LANKENAU HOSPITAL 100 LANCASTER AVENUE WYNNEWOOD PA 19096 PC GENERAL OPERATIONS 10000 UNIVERSITY OF PA HOSPITAL 3400 SPRUCE STREET PHILADELPHIA PA 19104 PC GENERAL OPERATIONS 10000 CHILDREN'S HOSPITAL OF PHILADELPHIA 34TH STREET AND CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 PC GENERAL OPERATIONS 1200 PMJ FUND 401 MAIN STREET STE 205 LA CROSSE WI 54601 PC GENERAL OPERATIONS 1000 NARBERTH AMBULANCE 101 SIBLEY AVENUE NARBERTH PA 19003 PC GENERAL OPERATIONS 1000 MPN FOUNDATION 180 N MICHIGAN AVENUE SUITE 1870 CHICAGO IL 60601 PC GENERAL OPERATIONS 10000 DUKE MEDICAL RM 136 HUDSON HALL BOX 90281 DURHAM NC 27710 PC GENERAL OPERATIONS 2000 SHAKE-A-LEG 2620 S BAYSHORE DRIVE MIAMI FL 33133 PC GENERAL OPERATIONS 1000 TAKE A BREATHER 107 FORREST AVE SUITE 105 NARBERTH PA 19072 PC GENERAL OPERATIONS 2500 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PC GENERAL OPERATIONS 1000 AMERICA KIDNEY FUND 11921 ROCKVILLE PIKE SUITE 300 ROCKVILLE MD 20852 PC GENERAL OPERATIONS 5000 GEORGETOWN MEDICAL 37TH AND O STREETS NW WASHINGTON DC 20057 PC GENERAL OPERATIONS 5000 THE LAMB CENTER 3160 CAMPBELL DRIVE FAIRFAX VA 22031 PC GENERAL OPERATIONS 7400 PETER'S PLACE 150 NORTH RADNOR CHESTER ROAD SUITE F130 RADNOR PA 19087 PC GENERAL OPERATIONS 5000 FISH FOR LIFE 6200 PARK BLVD WILDWOOD CREST NJ 08260 PC GENERAL OPERATIONS 15000 SUPPORT CENTER FOR CHILD ADVOCATES 1617 JFK BLVD SUITE 1200 PHILADELPHIA PA 19103 PC GENERAL OPERATIONS 20000 SUNDAY BREAKFAST MISSION 302 N 13TH STREET PHILADELPHIA PA 19107 PC GENERAL OPERATIONS 20000 THE FOUNDATION OF ST MARY'S HOSPITAL AT AMSTERDAM 427 GUY PARK AVE 1 AMSTERDAM NY 12010 PC GENERAL OPERATIONS 35000 BROCTON HOSPICE 680 CENTRE STREET BROCKTON MA 01950 PC GENERAL OPERATIONS 9000 OLD COLONY HOSPICE ONE CREDIT UNION WAY RANDOLPH MA 02368 PC GENERAL OPERATIONS 9000 GEMMA SERVICES 512 W TOWNSHIP LINE RD PLYMOUTH MEETING PA 19462 PC GENERAL OPERATIONS 15000 COMMUNITY CUPBOARD 150 NORTH MAIN STREET AMBLER PA 19002 PC GENERAL OPERATIONS 5000 EMILY'S ENTOURAGE 111 COLWYN LANE BALA CYNWYD PA 19004 PC GENERAL OPERATIONS 2500 COLORECTAL CANCER ALLIANCE 1025 VERMONT AVE NW SUITE 1066 WASHINGTON DC 20005 PC GENERAL OPERATIONS 6000 ST LUKE'S SFSP 801 OSTRUM ST BETHLEHEM PA 18015 PC GENERAL OPERATIONS 2500 INTERFAITH HOUSING ALLIANCE 31 S SPRING GARDEN STREET AMBLER PA 19002 PC GENERAL OPERATIONS 5000 EXPRESSSIVE PATHWAYS 208 DEKALB ST SUITE 201 NORRISTOWN PA 19401 PC GENERAL OPERATIONS 5000 REYNA GROUP HOMES FOUNDATION INC 5201 NW 33RD AVENUE FORT LAUDERDALE FL 33309 PC GENERAL OPERATIONS 8000 SOLUTIONS AT WORK INC 320 S ROBERTS BOULEVARD BRYN MAWR PA 19010 PC GENERAL OPERATIONS 10000 COMFORT ZONE CAMP INC 6606 WEST BROAD STREET SUITE 401 RICHMOND VA 23230 PC GENERAL OPERATIONS 6500 SUNSHINE FOUNDATION 101 LAKESIDE PARK SOUTHAMPTON PA 18944 PC GENERAL OPERATIONS 9000 SPECIAL OLYMPICS VIRGINIA INC 3212 SKIPWITH ROAD SUITE 100 FAIRFAX VA 23294 PC GENERAL OPERATIONS 9000 FOOD FOR OTHERS 2938 PROSPERITY AVENUE FAIRFAX VA 22031 PC GENERAL OPERATIONS 5000 CRADLES TO CRAYONS 30 CLIPPER ROAD PO BOX 799 WEST CONSHOHOCKEN PA 19428 PC GENERAL OPERATIONS 9000 DRUEDING CENTER 413 W MASTER STREET PHILADELPHIA PA 19122 PC GENERAL OPERATIONS 220000 THE STANFORD MEDICAL CENTER PAVILION A LEVEL 1 A12 300 PASTEUR DRIVE STANFORD CA 94304 PC GENERAL OPERATIONS 15000 SNACK 316 EAST 53RD ST 2ND FLOOR NEW YORK NY 10022 PC GENERAL OPERATIONS 4000 COLAB PO BOX 727 NEW YORK NY 10108 PC GENERAL OPERATIONS 5000 ST EDMOND'S HOME FOR CHILDREN 330 PASTEUR DRIVE STANFORD CA 94305 PC GENERAL OPERATIONS 6000 DC SCORES 1140 CONNECTICUT AVE NW SUITE 1200 WASHINGTON DC 20036 PC GENERAL OPERATIONS 3000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 PC GENERAL OPERATIONS 2000 PARALYZED VETERANS OF AMERICA 801 18TH STREET NW WASHINGTON DC 20006 PC GENERAL OPERATIONS 9000 JUVENILE DIABETES RESEARCH FUND 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 PC GENERAL OPERATIONS 4500 SEARCH DOGS 501 E OJAI AVENUE OJAI CA 93023 PC GENERAL OPERATIONS 3000 FRIENDSHIP WORKS INC 105 CHAUNCY STREET BOSTON MA 02111 PC GENERAL OPERATIONS 10000 WEAVE INC 1900 K STREET SACRAMENTO CA 95811 PC GENERAL OPERATIONS 4500 MYSTIC LEARNING CENTER INC 530 MYSTIC AVENUE SOMERVILLE MA 02145 PC GENERAL OPERATIONS 5000 THE RIVER HOUSE INC PO BOX 3226 BEVERLY MA 01915 PC GENERAL OPERATIONS 5000 597600 0 14 30669 14 810427 FEDERAL EXCISE TAX 01 0 841096 0 841096 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 4900 2450 2450 IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $485,717 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $11,543,7992. 1.5% OF LINE 1: $173,1573. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $452,749 (6/30/20), $466,501 (6/30/21) AND $537,900 (6/30/22) FOR AN AVERAGE OF $485,717 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. FIXED INCOME MUTUAL FUNDS 1199422 1199422 EQUITY MUTUAL FUNDS 10090549 10090549 OTHER EXPENSES 322 0 322 UNREALIZED GAIN/(LOSS) 693602 DEFERRED FEDERAL EXCISE TAX LIABILITY 39598 49239 FEDERAL EXCISE TAX PAYABLE 10293 67 FEDERAL EXCISE TAXES 21415 0 0