2026-04-06T15:29:35-05:00 2025-12-31 233019016 PRITCHARD BIELER GRUVER & WILLISON PC 590 BETHLEHEM PIKE SUITE A COLMAR PA 18915 990PF 2025-01-01 463818506 WILLIAM AND MYRTLE JONES FOUNDATION WILL 2157211502 1969 CLEARVIEW RD SOUDERTON PA 189641021 WILLIAM R JONES PRESIDENT 2157211502 2026-04-06 1 ROBERT W PRITCHARD P00084282 2159976700 2026-04-06 2025 2025-03-06 01:10:19Z X 2099007 X 1250000 50 50 17508 17508 17553 23037 17553 1285111 35111 0 0 0 271 0 0 6044 6044 0 6315 6044 0 470000 470000 476315 6044 470000 808796 29067 687722 1467135 1467135 560053 631872 631872 1247775 2099007 2099007 0 0 X 1247775 2099007 1247775 2099007 1247775 2099007 1247775 808796 42436 2099007 0 2099007 POPLAR FOREST PARTNERS FUND INSTL 2022-04-21 2025-11-06 609 592 17 17 COLUMBIA DIVIDEND INCOME FUND 2019-08-23 2025-11-06 2120 1332 788 788 FIDELITY NASDAQ COMPOSITE 2020-05-18 2025-11-06 3677 1379 2298 2298 GATEWAY FUND CLASS Y 2019-08-23 2025-11-06 836 546 290 290 VANGUARD 500 INDEX 2019-08-23 2025-11-06 3834 1635 2199 2199 CAPITAL GAINS DIVIDENDS P 11961 11961 11961 17553 404 0 404 0 404 0 0 0 0 0 0 404 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A THE FOUNDATION 2157211502 1969 CLEARVIEW RD SOUDERTON PA 189641021 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM R JONES 1969 CLEARVIEW ROAD SOUDERTON PA 18964 PRESIDENT 3.00 0 0 0 MYRTLE E JONES 1969 CLEARVIEW ROAD SOUDERTON PA 18964 SECRETARY 3.00 0 0 0 NONE 0 NONE 0 0 586570 1041696 0 1628266 0 0 1628266 24424 1603842 80192 80192 404 404 79788 0 79788 0 79788 470000 0 470000 79788 0 0 32129 665935 64409 75888 838361 470000 0 0 0 79788 390212 0 0 1228573 0 0 0 0 0 0 32129 1196444 665935 64409 75888 390212 WILLIAM R JONES MYRTLE E JONES X PHILMONT CHRISTIAN ACADEMY 35 E HILLCREST AVE ERDENHEIM PA 19038 NC CONTRIBUTIONS SUPPORT PHIL-MONT CHRISTIAN ACADEMY'S MISSION OF PROVIDING STUDENTS WITH AN EXCELLENT EDUCATION FROM A CONSISTENT CHRISTIAN WORLD-AND-LIFE VIEW SINCE 1943. TRUE TO THE ORIGINAL VISION OF OUR FOUNDERS, INCLUDING DR. CORNELIUS VAN TIL, WE REMAIN COMMITTED TO UPHOLDING THE BIBLE AS THE LIVING CORE OF THE ACADEMY'S PROGRAM BY ENSURING THAT EVERY SUBJECT IN OUR CURRICULUM IS TAUGHT FROM A DISTINCTLY CHRISTIAN PERSPECTIVE AND IN RELATION TO THE WORD OF GOD. FROM THE CLASSROOM TO THE CHEMISTRY LAB, ON THE PLAYING FIELD AND THE STAGE, OUR BELIEFS ARE CENTRAL TO THE PURSUIT OF EXCELLENCE. 450000 THE LAMB FOUNDATION 114 NORTH MAIN STREET NORTH WALES PA 19454 NC TO SUPPORT THE LAMB FOUNDATION MISSION OF PROVIDING AFFORDABLE HOUSING AND SUPPORT SERVICES TO SENIOR CITIZENS AND ADULT INDIVIDUALS WITH MENTAL, PHYSICAL, AND DEVELOPMENTAL DISABILITIES WHO WOULD OTHERWISE BE HOMELESS. AND TO SERVE THE COMMUNITY WITH NUTRITIOUS FOOD FOR THOSE WHO QUALITY THROUGH OUR FOOD PANTRY, CORNUCOPIA CUPBOARD. AND THROUGH LAMB MANGER EMERGENCY HOUSING, THE LAMB FOUNDATION PROVIDES HOUSING ON A DAY-TO-DAY BASIS FOR INDIVIDUALS AND FAMILIES IN EMERGENCY SITUATIONS. 10000 WESTMINSTER THEOLOGICAL SEMINARY 2960 CHURCH RD GLENSIDE PA 19038 NC CONTRIBUTIONS SUPPOER WESTMINSTER'S MISSION TO TRAIN SPECIALISTS IN THE BIBLE TO PROCLAIM THE WHOLE COUNSEL OF GOD FOR CHRIST AND HIS GLOBAL MISSION BY SUPPORTING SCHOLARSHIPS FOR STUDENTS. 10000 470000 0 14 50 14 17508 18 17553 0 35111 0 35111 3 INVESTMENT INCOME PROVIDES RESOURCES TO FUND FUTURE CONTRIBUTIONS 4 INVESTMENT INCOME PROVIDES RESOURCES TO FUND FUTURE CONTRIBUTIONS 8 INVESTMENT INCOME PROVIDES RESOURCES TO FUND FUTURE CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND MYRTLE JONES PO BOX 205 TELFORD PA 18969 1250000 X LORD ABBETT BOND DEBENTURE FUND CL F FMV 76514 76514 LORD ABBETT SHORT DURATION INCOME CL F FMV 76301 76301 VANGUARD INTERMED TRM INVST GR ADMIRAL FMV 82772 82772 VANGUARD SHORT TERM CORP BD INDEX ADMRL FMV 63676 63676 COLUMBIA DIVIDEND INCOME FUND FMV 39533 39533 GATEWAY FUND CLASS Y FMV 25747 25747 T. ROWE PRICE US LARGE-CAP FMV 44913 44913 VANGUARD 500 INDEX FMV 64430 64430 FIDELITY NASDAQ COMPOSITE FMV 44376 44376 POPLAR FOREST PARTNERS FUND INSTL FMV 26803 26803 EV ATLANTA CAPITAL FOCUSED GROWTH FMV 33084 33084 PERMANENT PORTFOLIO OPEN FUND FMV 53723 53723 ACCOUNT FEES 6044 6044 0 UNREALIZED GAIN ON INVESTMENTS 42436 FEDERAL TAXES 271 0 0