2026-03-23T12:23:38-05:00 2026-01-31 990PF 2025-02-01 391299224 Civic Foundation Inc % Rosalyn L Weinstein CIVI 4844108417 200 W Washington Square STE Apt 340 Philadelphia PA 19106 ROSALYN L WEINSTEIN Treasurer 4844108417 2026-03-23 2025 2025-03-06 01:10:19Z X 1397061 X X 11018 11018 29825 29825 37464 40843 78307 6360 6360 1138 1138 160 160 7658 7658 0 82000 82000 89658 7658 82000 -48815 70649 0 200 49685 57694 57694 49781 69683 70581 792207 780038 1167171 129910 100032 101615 1021783 1007447 1397061 0 0 X 1021783 1007447 1021783 1007447 1021783 1007447 1021783 -48815 37464 1010432 2985 1007447 1846 IShares Core S&P Small Cap ETF P 2024-12-20 2025-05-30 1941 2067 -126 -126 20000 Bristol-Myers 3875 due 81525 P 2022-04-08 2025-08-15 20000 20474 -474 -474 230 shs CVS Health Corp P 2020-11-20 2025-02-21 14674 15590 -916 -916 40000 FHLB 425 P 2023-01-10 2025-03-21 40000 39720 280 280 146 shs IShares Core S&P Small Cap ETF P 2025-05-30 15404 13056 2348 2348 208 shs IShares Core S&P Small Cap ETF P 2025-09-12 24697 17877 6820 6820 284 shs IShares MSCI EAFE Small Cap ETF P 2021-05-07 2025-05-30 19946 21508 -1562 -1562 388 shs IShares MSCI EAFE Small Cap ETF P 2025-09-12 29750 23796 5954 5954 15000 Mead Johnson NU 3125 P 2022-09-09 2025-11-15 15000 15000 186 shs Vanguard FTSE Emerging Markets ETF P 2025-09-12 9946 9947 -1 -1 40000 FHLB 45 P 2023-01-10 2025-03-21 40000 39720 280 280 50 shs Microsoft P 2005-12-01 2025-02-24 20670 1410 19260 19260 994 shs Vanguard FTSE Emerging ETF P 2026-01-12 55043 49442 5601 5601 37464 -126 982 982 0 982 1120 0 1120 138 138 false false false false false false false true true PA WI true false false false false true no website Rosalyn L Weinstein 4844108417 200 W Washington Square Philadelphia PA 19106 false false false false false false false false false false false false false false false false false false false false false false false false false false false MIRIAM LOWE 4729 E Clearwater Parkway Paradise Valley AZ 85253 Secretary 0.00 0 0 0 DIANE L BERNBAUM 1846 Capistrano Ave Berkeley CA 94707 President 0.00 0 0 0 ROSALYN L WEINSTEIN 200 W Washington Square STE 3406 Philadelphia PA 19106 Treasurer 0.00 0 0 0 EDWIN BERNBAUM 1846 Capistrano Ave Berkeley CA 94707 Vice President 0.00 0 0 0 STEPHEN P WEINSTEIN 200 W Washington Square STE 3406 Philadelphia PA 19106 Vice-President 0.00 0 0 0 NONE 0 NONE 0 1273495 81413 0 1354908 0 1354908 20324 1334584 66729 66729 982 982 65747 65747 65747 82000 82000 65747 16930 13704 5434 19138 82000 16930 0 0 65070 677 677 18461 0 13027 5434 5434 0 0 0 NONE NONE X ROSALYN L WEINSTEIN 200 W Washington Square Ste Apt 340 Philadelphia PA 19106 4844108417 301rlw@gmail.com Written proposalsinclude mission purposeuse of fundstax ID status August 31 Request info packet for further info and application guidelines Brandeis University 415 South Street Ste MS126 Waltham MA 02453 none PC endowed scholarship 2000 JCC of the East Bay 1414 Walnut St Berkeley CA 94709 none PC Program funding 2500 Unity Council of Alameda County Inc 1900 Fruitvale Ave Oakland CA 94601 none PC Project support 7500 Social Good Fund 6641 Aqua Vista Court Richmond CA 94805 none PC General operating funds 7000 Berkeley Repertory Theater 2025 Addison Berkeley CA 94704 none PC General operating funds 2000 The Barnes Foundation 2025 Benjamin Franklin Parkway Philadelphia PA 19130 none PC Project support 12500 Chamber Orchestra of Philadelphia 1520 Locust Street Ste Suite 500 Philadelphia PA 19102 none PC General operating funds 5000 Thomas Jefferson University 125 S 9th St Ste Suite 600 Philadelphia PA 19107 none PC Program funding 10000 Philadelphia Theatre Company 215 S Broad St Ste Suite 304 Philadelphia PA 19107 none PC General operating funds 2500 Arden Theatre Company 40 N 2nd Street Philadelphia PA 19106 none PC General operating funds 5000 Philabundance 3616 South Galloway St Philadelphia PA 19148 none PC General operating funds 1000 Temple University Mazur Hall 1114 Polett Walk Philadelphia PA 19122 none PC Endowed scholarship 25000 82000 The Barnes Foundation 2025 Benjamin Franklin Parkway Philadelphia PA 19130 none PC Project support 12500 Temple University Mazur Hall 1114 Polett Walk Philadelphia PA 19122 none PC Endowed scholarship 100000 112500 false false false false false false false false false false 10000 Nextera Energy 4625 due 71527 10004 10104 10000 Georgia Power Co 465 due 51628 9921 10152 10000 Waste Management 4875 due 21529 10051 10262 10000 American Honda Financial 49 due 31329 10208 10214 10000 Lowes Companies 45 due 41530 9784 10098 10000 United Parcel Service 465 due 101530 10207 10234 10000 NTNL Rural Utilities 5 due 2731 10317 10345 15000 John Deere Capital 49 due 3731 15225 15439 15000 CSX Corp 41 due 111532 14315 14767 140 shs Alphabet 15008 47320 350 shs Citigroup Inc 24523 40499 42 shs Costco Wholesale Corp 1212 39491 2080032 shs CVS Health Corp 13775 15500 159 shs Johnson Johnson 4685 36133 25 shs Mastercard Inc 9722 13470 270 shs Microsoft Corp 7616 116178 25 shs Solventum Corp 1243 1924 40 shs VISA Inc 9776 12873 100 shs 3M CO 6769 15316 121728530 shs Baird Core Plus 128367 125380 56103110 shs Doubline Total Return 57414 50044 107134510 shs JPMorgan Income 98769 92136 7694112 shs IShares Core Dividend 28756 55267 884 shs IShares Core MSCI Intrl 54889 76298 7161794 shs IShares Core SP Small 53528 90976 1334 shs IShare Global Clean 24786 24212 17438412 shs MSCI EAFE Min Vol 121449 155481 5486024 shs IShares MSCI Small 28786 44859 372 shs State Street Cons Dsry Slt 39824 45075 9748634 shs Vanguard FTSE Emerging 39165 55051 161 shs Wisdomtree International Smallcap 9976 13688 10055 9988 9939 10057 9900 10089 9907 10109 9872 10102 10016 10135 9994 10101 Cost basis adjustments 384 Deposit of prior yr check 2000 Capital loss disallowed 321 Gain included as interest 280 WI Dept of Rev filing fee 25 25 SuppliesPostage 135 135 Capital Gains 37464 Financial Advisor Schwab 6360 6360 Excise Tax 1138 1138