2024-04-29T13:28:10-05:00 2023-12-31 250997271 SHARKEY PICCIRILLO & KEEN LLP 991 BEAVER DRIVE DUBOIS PA 15801 990PF 2023-01-01 251563520 THE CLARENCE E & MARIE W DICKEY FOUNDATION CLAR 8143718340 991 BEAVER DRIVE DUBOIS PA 15801 DAVID W DICKEY TRUSTEE 8143718340 2024-04-29 1 DAVID DICKEY 999009999 0 PATRICK R KEEN CPA P00121273 8143718340 2024-04-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 799811 X X 6954 6954 9765 9765 38470 173346 53205 326 0 55515 69924 0 0 0 868 0 868 3743 3743 0 4611 3743 868 37349 37349 41960 3743 38217 13555 66181 28964 38580 38580 187117 168551 161969 149484 174501 174893 287153 284641 424369 652718 666273 799811 0 0 X 652718 666273 0 0 0 0 652718 666273 652718 666273 652718 13555 0 666273 0 666273 25,000 THE CIGNA GROUP P 2022-09-14 2023-07-15 25000 24993 7 7 25,000 BERKSHIRE HATHAW P 2022-09-14 2023-11-15 25000 24973 27 27 690 SH T ROWE PRICE EQUITY INCOME P 2021-07-16 2023-04-03 22459 25000 -2541 -2541 45 SH CISCO SYSTEMS INC D 1997-10-01 2023-01-10 2198 371 1827 1827 225 SH CISCO SYSTEMS INC D 1997-10-01 2023-04-03 11764 1856 9908 9908 25 SH PROCTER & GAMBLE D 2003-10-15 2023-01-10 3804 819 2985 2985 78 SH T ROWE PRICE EQUITY INCOME P 2009-05-12 2023-04-03 2541 1339 1202 1202 2,381 SH T ROWE PRICE EQUITY INCOME P 2009-05-12 2023-06-12 78062 40790 37272 37272 CAPITAL GAINS DIVIDENDS P 2518 2518 2518 53205 920 0 920 0 920 317 0 0 0 317 0 603 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A DAVID W DICKEY 4844673689 332 JOY LANE WEST CHESTER PA 19380 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID W DICKEY 332 JOY LANE WEST CHESTER PA 19380 TRUSTEE 1.00 0 0 0 ANN G DICKEY 332 JOY LANE WEST CHESTER PA 19380 TRUSTEE 1.00 0 0 0 R STEVEN GRIFFITH 332 JOY LANE WEST CHESTER PA 19380 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 707502 60626 0 768128 0 0 768128 11522 756606 37830 37830 920 920 36910 0 36910 0 36910 38217 0 38217 36910 37349 0 0 38217 37349 0 0 868 0 0 0 0 0 0 0 0 36042 0 0 0 DAVID W DICKEY DAVID W DICKEY 332 JOY LANE WEST CHESTER PA 19380 4844673689 APPLICANTS SHOULD SUBMIT A BRIEF RESUME SHOWING THEY ARE ORGANIZED AND OPERATED FOR CHARITABLE PURPOSES AND ARE ENTITLED TO EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE OR BY AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170 (C)(2) OF SUCH CODE AND ITS REGULATIONS APPLICATIONS ACCEPTED ANY TIME THE TERM CHARITABLE PURPOSES SHALL BE LIMITED TO AND SHALL INCLUDE ONLY RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND ITS REGULATIONS OR BY ORGANIZATIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170 (C)(2) OF SUCH CODE AND ITS REGULATIONS, BUT ONLY SUCH PURPOSES AS ALSO CONSTITUTE PUBLIC CHARITABLE PURPOSES UNDER THE LAW OF TRUSTS IN THE COMMONWEALTH OF PENNSYLVANIA DAVIDSON COLLEGE 405 NORTH MAIN STREET DAVIDSON NC 28035 N/A PC OPERATIONS 10000 FIRST PRESBYTERIAN CHURCH 130 WEST MINER STREET WEST CHESTER PA 19382 N/A PC OPERATIONS 27349 37349 0 14 6954 14 9765 18 38470 EXCISE TAX - INVESTMENTS INCOME REFUND 326 0 55189 326 55515 11 EXCISE TAX - INVESTMENT INCOME REFUND 0 0 0 0 0 0 0 0 0 0 PREPARATION OF FORM 990-PF 868 0 868 GOLDMAN SACHS 24897 24928 BANK AMERICA CORP 24993 24912 QUEST DIAGNOSTIC 24680 24884 UNITED HEALTH GROUP 24948 24944 JPMORGAN CHASE 25025 24919 ELEVANCE HEALTH 24945 25140 AMERICAN ELECTR 25013 25166 INTUIT INC 42960 46877 MICROSOFT CORP 23117 28203 ORACLE CORP 26692 28993 PROCTER & GAMBLE 31649 32972 TARGET CORP 44133 24924 COLUMBIA CONTRARIAN CORE FUND FMV 75025 99807 DODGE & COX INTERNATIONAL STOCK FUND FMV 45000 77056 HARBOR CAP APPRECIATION FUND FMV 50000 109375 VANGUARD EXPLORER FUND FMV 25000 48109 VANGUARD HIGH YIELD CORP FUND FMV 25000 22982 FIDELITY HIGH DIVIDEND FMV 40106 42280 ISHR IBND DEC 2025 TRM FMV 24510 24760 INVESTMENT MANAGEMENT FEES 3743 3743 0 EXCISE TAX - INVESTMENTS INCOME REFUND 326 326