2025-11-12T08:01:00-08:00 2024-12-31 270003661 IRWIN AND COMPANY PC 252 W SWAMP RD UNIT 34 DOYLESTOWN PA 18901 990PF 2024-01-01 237922429 DAVID FAMILY CHARITABLE FOUNDATION DAVI 6105041805 1704 BERKS ROAD EAGLEVILLE PA 19403 R KIMBER DAVID Trustee 6105041805 2025-11-11 true true EDWARD J IRWIN JR P00181073 2679874865 2024 2025-03-06 01:10:19Z X 663123 X X 12653 12653 12653 49178 92975 49178 554 61831 61831 13207 3900 3900 4658 4658 105 105 146 146 8809 8809 0 35840 35840 44649 8809 35840 17182 53022 13207 27583 36595 36595 373462 381632 499676 123914 123914 126852 524959 542141 663123 0 X 524959 542141 524959 542141 524959 542141 524959 17182 542141 542141 30 ISHARES TRMSCI USA QLT FCT QUAL P 2024-01-16 2024-05-16 4981 4427 554 554 1089.896 BAILLIE GIFFORD LONGTERM GR INSTL P 2019-02-19 2024-01-16 28282 18690 9592 9592 99.443 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD P 2017-07-31 2024-11-11 5000 3856 1144 1144 448 VANGUARD INTL EQUITY INDEX FDS FTSE EMR P 2022-11-08 2024-05-16 19974 16824 3150 3150 Capital Gain Dividends 34738 49178 554 737 737 737 1161 1161 424 424 false false false false false false false true true PA true false false false false true N/A R KIMBER DAVID 6105841805 1704 BERKS ROAD EAGLEVILLE PA 19403 false false false false false false false false false false false false false false false false false false false false false false CLIFFORD C DAVID JR 201 W GEYSER ST APT D LIVINGSTON MT 59047 Trustee 0.00 0 R KIMBER DAVID 1704 BERKS ROAD EAGLEVILLE PA 19403 Trustee 0.00 0 SEDGAR DAVID 740 PENLLYN BLUE BELL PIKE BLUE BELL PA 194221651 Trustee 0.00 0 NONE NONE 652830 28221 0 681051 0 681051 10216 670835 33542 33542 737 737 32805 32805 32805 35840 35840 32805 4507 4507 35840 0 32805 3035 7542 0 7542 4507 3035 X LACAWAC SANCTUARY 94 SANCTUARY ROAD LAKE ARIEL PA 18436 NONE PC SUPPORT RESEARCH, EDUCATION AND CONSERVATION 1000 CORAL BAY COMMUNITY COUNCIL 9901 EMMAUS CORAL BAY ST JOHN VI 00830 NONE PC SUPPORT EDUCATION & PROTECTING ENVIRONMENT, IMPROVING INFRASTRUCTURE, ENCOURAGING SOCIAL PROGRESS AND PLANNING DEVELOPMENT 500 NORTH CENTRAL PA CONSERVANCY PO BOX 2083 WILLIAMSPORT PA 17703 NONE PC SUPPORT LAND ACQUISITION AND CONSERVATION EASEMENTS 2000 ST JOHN RESCUE INC PO BOX 1225 ST JOHN VI 00831 NONE PC SUPPORT EMERGENCY AND CRISIS SERVICES 250 NATURAL LANDS 1031 PALMERS MILL ROAD MEDIA PA 19063 NONE PC SUPPORT LAND PROTECTION PROJECTS, POND-TO-STREAM PROJECT AND AMERICAN CHESTNUT RESEARCH 100 HEPATITIS B FOUNDATION 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 NONE PC SUPPORT HEALTH RESEARCH, EDUCATION AND TREATMENT 1000 GERMANTOWN FRIENDS SCHOOL 31 W COULTER STREET PHILADELPHIA PA 19144 NONE PC SUPPORT FUNDING OF DAY-TO-DAY ACTIVITIES, FINANCIAL AID, CAMPUS IMPROVEMENTS, AND BUILDING THE ENDOWMENT 800 FRIENDS OF WORCESTER PO BOX 545 WORCESTER PA 19490 NONE PC SUPPORT ENVIRONMENTAL ACTIVITIES, PRESERVE OPEN SPACE AND PROMOTE RESPONSIBLE LAND DEVELOPMENT 3000 FRIENDS OF LAUREL HILL CEMETERY 3822 RIDGE AVENUE PHILADELPHIA PA 19132 NONE PC SUPPORT CEMETERY AND PROVIDE OPEN GREEN PUBLIC SPACES FOR RECREATION & SOLITUDE 1000 PLYMOUTH MEETING FRIENDS SCHOOL 2150 BUTLER PIKE PLYMOUTH MEETING PA 19462 NONE PC SUPPORT PROVISION OF CRITICAL RESOURCES THAT ENABLE STUDENTS TO BECOME CAPABLE YOUNG ADULTS 800 ST JOHN LAND CONSERVANCY 9901 EMMAUS ST JOHN VI 00830 NONE PC SUPPORT PROTECTION OF NATURAL AND HISTORIC LAND AND RESOURCES 2000 WISSAHICKON VALLEY PUBLIC LIBRARY 650 SKIPPACK PIKE BLUE BELL PA 19422 NONE GOV SUPPORT PUBLIC LIBRARY 100 ROARING CREEK VALLEY CONSERVATION A P O BOX 201 NUMIDIA PA 17858 NONE PC SUPPORT MONITORING, CONSERVATION, AND STEWARDSHIP EFFORTS IN THE ROARING CREEK WATERSHED 4800 DOYLESTOWN HEALTH FOUNDATION 595 WEST STATE STREET DOYLESTOWN PA 18901 NONE PC SUPPORT CHILDREN'S VILLAGE 1000 EMCM DISCRETIONARY EDUCATION FUND N 559W GERMANTOWN PIKE NORRISTOWN PA 19403 NONE PC SUPPORT IMPROVING PATIENT CARE THROUGH PRACTICE & RESEARCH, AND PARTNERING WITH THE COMMUNITY 500 THE PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PF SUPPORT PUBLIC THEATER ACTIVITIES 500 CENTRE SQUARE FIRE CO 1298 SKIPPACK PIKE CENTRE SQUARE PA 19422 NONE PC SUPPORT COMMUNITY FIRE SERVICES 100 WHITPAIN SECOND ALARMERS RESCUE SQU 960 WENTZ ROAD BLUE BELL PA 19422 NONE GOV SUPPORT RESCUE SERVICES 100 FAIRMOUNT PARK CONSERVANCY 4700 STATES DR PHILA PA 19131 NONE PC IMPROVE AND STEWARD PARKS, HISTORIC AND CULTURAL ASSETS AND SUPPORT COMMUNITIES 100 METHACTON EDUCATION FOUNDATION 1001 KRIEBEL MILL RD EAGLEVILLE PA 19403 NONE PC SUPPORT INNOVATIVE EDUCATIONAL PROGRAMS 200 CHESTNUT HILL COMMUNITY ASSOCIATION 8434 GERMANTOWN AVE 2ND FLOOR PHILA PA 19118 NONE PC SUPPORT VOLUNTEER COMMITTEES FOCUSED ON COMMUNITY ISSUES AND IMPROVING & MAINTAINING PARKS 250 CHESTNUT HILL CONSERVANCY 8708 GERMANTOWN AVE PHILA PA 19118 NONE PC SUPPORT ARCHITECTURAL PRESERVATION AND WATERSHED LAND PROTECTION 200 WORCESTER VOL FIRE CO PO BOX 1 WORCESTER PA 19490 NONE PC SUPPORT COMMUNITY FIRE AND RESCUE SERVICES 250 WORCESTER HISTORICAL SOCIETY PO BOX 112 WORCESTER PA 19490 NONE PC SUPPORT HISTORICAL EDUCATIONAL ACTIVITIES 200 TROLLEY CAR HELPING HANDS 4701 GERMANTOWN AVE 3RD FL PHILA PA 19144 NONE PC SUPPORT BEAUTIFICATION OF COMMERCIAL CORRIDOR 250 HIGHLANDS HISTORICAL SOCIETY 7001 SHEAF LANE FORT WASHINGTON PA 19034 NONE PC SUPPORT HISTORICAL EDUCATIONAL ACTIVITIES 100 WISSAHICKON VALLEY WATERSHED ASSOC 12 MORRIS ROAD AMBLER PA 19002 NONE PC SUPPORT PROTECTION AND STEWARDSHIP OF THE LAND AND WATERWAYS OF THE WISSAHICKON VALLEY 600 BOSTON MEDICAL CENTER 960 MASSACHUSETTS AVE 2ND FLOOR BOSTON MA 02118 NONE PC SUPPORT FOOD PANTRY, TEACHING KITCHEN AND ROOFTOP FARM 1000 PARK COUNTY ENVIRONMENTAL COUNCIL PO BOX 164 LIVINGSTON MT 59047 NONE PC TO SUPPORT SAFEGUARDING THE ENVIRONMENT IN YELLOWSTONE'S NORTHERN GATEWAY 300 MONTANA CONSERVATION VOTERS PO BOX 1812 HELANA MT 59264 NONE PC TO SUPPORT CONSERVATION INITIATIVES 500 ELK RIVER ARTS LECTURES PO BOX 2212 LIVINGSTON MT 59047 NONE PC SUPPORT ART AND LECTURE PROGRAMS TO BENEFIT THE LOCAL COMMUNUTY 500 MORRIS ARBORETUM 2929 WALNUT ST STE 300 PHILADELPHIA PA 19104 NONE PC SUPPPORT ARBORETUM'S EDUCATION, RESEARCH AND HORTICULTIRAL ACTIVITIES 500 WHOSOEVER GOSPEL MISSION PO BOX 48308 PHILADELPHIA PA 19144 NONE PC TO SUPPORT AID TO HOMELESS PEOPLE IN PHILADELPHIA AREA 500 GREATER YELLOWSTONE COALITION 215 SOUTH WALLACE AVE BOZEMAN MT 59715 NONE PC PROTECT THE LANDS, WATERS, AND WILDLIFE OF THE GREATER YELLOWSTONE ECOSYSTEM 500 LIVING BEYOND BREAST CANCER 40 MONUMENT RD STE 104 BALACYNWYD PA 19004 NONE PC SUPPORT CONNECTING PEOPLE WITH TRUSTED BREAST CANCER INFORMATION AND A COMMUNITY OF SUPPORT 500 MONTANA FREE PRESS PO BOX 1425 HELENA MT 59624 NONE PC SUPPORT NONPROFIT NEWSROOM THAT PROVIDES INDEPENDENT JOURNALISM ON LOCAL AND STATEWIDE ISSUES 500 PARK COUNTY COMMUNITY FOUNDATION 104 SOUTH MAIN STREET LIVINGSTON MT 59047 NONE PC VIA THE GIVE-A-HOOT CAMPAIGN, TO GIVE DIRECT SUPPORT TO TROUT UNLIMITED, JOE BROOKS CHAPTER TO CONSERVE, PROTECT, AND RESTORE THE COLD WATER FISHERIES AND THEIR WATERSHEDS 500 LIVINGSTON HEALTH CARE FOUNDATION 320 ALPENGLOW LN LIVINGSTON MT 59047 NONE PC TO SUPPORT RAISING FUNDS TO COMPLETE A THIRD OPERATING ROOM 2000 PARK COUNTY COMMUNITY FOUNDATION 104 SOUTH MAIN STREET LIVINGSTON MT 59047 PC VIA THE GIVE-A-HOOT CAMPAIGN, TO GIVE DIRECT SUPPORT TO PARK COUNTY ENVIRONMENTAL COUNCIL TO SUPPORT SAFEGUARDING THE ENVIRONMENT IN YELLOWSTONE'S NORTHERN GATEWAY 750 TALL TIMBERS 13093 HENRY BEADEL DRIVE TALLAHASSEE FL 32312 NONE PC SUPPORT PROGRAMS IN CONSERVATION, FORESTRY, WILDLIFE AND FIRE ECOLOGY 1000 ST CHRISTOPHER'S HOSPITAL 160 E ERIE AVE PHILADELPHIA PA 19134 NONE PC TO SUPPORT PEDIATRIC SERVICES IN A CARING AND PROGESSIVE ENVIRONMENT 1000 FRIENDS OF LAUREL HILL CEMETERY 3822 RIDGE AVENUE PHILADELPHIA PA 19132 NONE PC SUPPORT CLIFFORD C DAVID MEMORIAL FUND 1000 HISTORIC RITTENHOUSETOWN 208 LINCOLN DR PHILADELPHIA PA 19144 NONE PC TO SUPPORT PRESERVATION OF HISTORIC RITTENHOUSE TOWN THROUGH RESEARCH, RESTORATION AND HIGH-QUALITY PROGRAMING 500 OLLIES ORCHESTRA 7706 CHAPEL RD ELKINS PARK PA 19027 NONE PC SUPPORT MUSIC THERAPY FOR PEDIATRIC CANCER PATIENTS AND PEDIATRIC CANCER RESEARCH 500 RONALD MCDONALD HOUSE CHARITIES 3003 FORT MISSOULA RD MISSOULA MT 59804 NONE PC SUPPORT FAMILIES WITH SICK CHILDREN BY PROVIDING MEALS AND, COMFORTABLE AND SAFE HOUSING DURING TREATMENT 100 EARTH JUSTICE 50 CALIFORNIA ST SUITE 500 SAN FRANCISCO CA 94111 NONE PC TO PROVIDE LEGAL RESOURCES IN SUPPORT OF ENVIRONMENTAL ISSUES 500 FARMERS UNION HORSE COMPANY PO BOX 162 FAIRVIEW VILLAGE PA 19409 NONE PC PROCEEDS FROM OPERATIONS ARE DONATED TO LOCAL EQUINE CHARITIES 250 FIRST PRESBYTERIAN CHURCH 121N 5TH ST PERKASIE PA 18944 NONE PC SUPPORT CHURCH'S RELIGIOUS ACTIVITIES 500 WELLSPRINGS CONGREGATION 1141 KIMBERTON RD CHESTER SPRINGS PA 19425 NONE PC SUPPORT CHURCH'S RELIGIOUS ACTIVITIES 500 ASPEN ABUSE SUPPORT PREVENTION PO BOX 653 LIVINGSTON MT 59047 NONE PC TO PROVIDE SHELTER, SUPPORT, REFERRALS, AND ADVOCACY TO VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE 120 YELLOWSTONE GATEWAY MUSEUM FOUNDATI 118 W CHINOOK ST LIVINGSTON MT 59047 NONE PC TO SUPPORT THE FOUNDATION'S SUPPORT OF YELLOWSTONE GATEWAY MUSEUM OF PARK COUNTY BY SERVING AS MUSEUM AMBASSADORS, FUNDRAISERS AND VOLUNTEERS 120 35840 14 12653 18 49178 61831 61831 4 DIVIDENDS AND INTEREST EARNED ON CONTRIBUTIONS HELD IN SECURITIES. THESE CONTRIBUTIONS AND THE EARNINGS THEREON ARE THE PRIMARY SOURCE OF FUNDING BY WHICH THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE. 8 GAINS ON SALES OF INVESTMENTS AND CAPITAL GAIN DISTRIBUTIONS ON CONTRIBUTIONS HELD IN SECURITIES. THESE CONTRIBUTIONS AND THE EARNINGS THEREON ARE THE PRIMARY SOURCE OF FUNDING BY WHICH THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE. false false false false false false false false false false ACCOUNTING FEES 3900 3900 0 0 THORNBURG STRATEGIC INCOME FUND CLI 11800 11991 ISHARES TR MBS ETF 21245 22003 SPDR SER TR PORTFOLIO CRPORT 37743 39208 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 53126 53650 FIDELITY ADVISOR HEALTHCARE FD CL Z 15030 18533 FIDELITY ADVISOR INT'L GROWTH CL Z 33738 56171 BAILLIE GIFFORD LONG TERM GLBL GR INSTL PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD 121467 147761 VANGUARD DIVIDEND GROWTH INVESTOR 124545 178909 VANGUARD WELLINGTON FD US VALUE FACTOR E 26092 31725 VANGUARD INTL EQUITY INDEX FDS FTSE EMR 13219 15502 ISHARES TR MSCI USA QLT FCT 22579 27246 ARTISAN INTL SMALL-MID CAP INSTL 24962 23829 POSTAGE 146 146 INVESTMENT FEES 4658 4658 0 0 FOREIGN TAXES 105 105