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JUDITH K PARSONS CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JUDITH K PARSONS CHARITABLE FOUNDATION (EIN 33-1101536)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202641289349100014
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-08T07:48:23-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233060583PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FISCHER CUNNANE & ASSOCIATES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111 TURNER LNAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP193804805ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331101536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDITH K PARSONS CHARITABLE FOUNDATBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUDIBusinessNameControlTxt
Phone6103637077PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 COLLINS MILL RDAddressLine1Txt
CityCHESTER SPRINGSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194252217ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD J PARSONSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6103637077PhoneNum
Signature2026-05-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A PACITTI CPAPreparerPersonNm
PTINP00742129PTIN
Phone6104311003PhoneNum
Preparation2026-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$125,015FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,566DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,566DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,293NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,293GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,293CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,859TotalRevAndExpnssAmt
Total Net Invst Incm$7,859TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$254OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$254OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$215TaxesRevAndExpnssAmt
Taxes Net Invst Incm$215TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$59OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$59OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$528TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$528TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,028TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$528TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,831ExcessRevenueOverExpensesAmt
Net Investment Income$7,331NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,544CashBOYAmt
Cash EOY$28,870CashEOYAmt
Cash EOYFMV$28,870CashEOYFMVAmt
Other Investments BOY$82,943OtherInvestmentsBOYAmt
Other Investments EOY$96,145OtherInvestmentsEOYAmt
Other Investments EOYFMV$96,145OtherInvestmentsEOYFMVAmt
Total Assets BOY$92,487TotalAssetsBOYAmt
Total Assets EOY$125,015TotalAssetsEOYAmt
Total Assets EOYFMV$125,015TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$92,487RetainedEarningBOYAmt
Retained Earning EOY$125,015RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$92,487TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$125,015TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$92,487TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$125,015TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$92,487TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,831ExcessRevenueOverExpensesAmt
Other Increases$5,697OtherIncreasesAmt
Subtotal$125,015SubtotalAmt
Tot Net Ast Or Fund Balances EOY$125,015TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$6,293CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$102InvestmentIncomeExciseTaxAmt
Subtotal$102SubtotalAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$43TotalPaymentsAndCreditsAmt
Tax Due$59TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGERALD J PARSONSIndividualWithBooksNm
Phone6103637077PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line147 COLLINS MILL ROADAddressLine1Txt
CityCHESTER SPRINGSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19425ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGERALD J PARSONSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 COLLINS MILL ROADAddressLine1Txt
CityCHESTER SPRINGSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19425ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$88,691AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,678AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$100,369TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$100,369AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,506CashDeemedCharitableAmt
Net Vl Noncharitable Assets$98,863NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,943MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,943MinimumInvestmentReturnAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Total Tax$102TotalTaxAmt
Distributable Before Adj$4,841DistributableBeforeAdjAmt
Distributable Before Ded$4,841DistributableBeforeDedAmt
Distributable As Adjusted$4,841DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,500ExpensesAndContributionsAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,841DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$2,540ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,335ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,381ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,256TotalExcessDistributionCyovAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt
Applied To Current Year$4,841AppliedToCurrentYearAmt
Remaining Distri From Corpus$659RemainingDistriFromCorpusAmt
Total Corpus$5,915TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,915ExcessDistriCyovToNextYrAmt
Excess From Year4$2,540ExcessFromYear4Amt
Excess From Year2$1,335ExcessFromYear2Amt
Excess From Year1$1,381ExcessFromYear1Amt
Excess From Current Year$659ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGERALD J PARSONSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line147 COLLINS MILL ROADAddressLine1Txt
CityCHESTER SPRINGSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19425ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6103637077RecipientPhoneNum
Recipient Email AddressJPARSONS@CTDI.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUEST SENT TO TRUSTEE FOUNDATION'S ADDRESS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BISHOP SHANAHAN HIGH SCHOOL
220 WOODBINE ROADDOWNINGTONPA19335PCCATHOLIC EDUCATION$2,000
SISTERS OF IHM
1 OUR LADY CIRCLEMALVERNPA19335PCRELIGIOUS ORGANIZATION$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,566ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,293ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,859ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,859TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGERALD J PARSONS LIVING TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line147 COLLINS MILL RDAddressLine1Txt
CityCHESTER SPRINGSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194252217ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLEGACY PLANNING - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$96,145BookValueAmt
EOYFMV$96,145EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$15$15
CHECK ORDER$44$44

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescLEGACY - CHANGE IN VALUEDesc
Amt$5,697Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$254Amt
Net Investment Income$254NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$100$100
PY TAXES PAID IN CURRENT YEAR$100$100
PA REGISTRATION FEES$15$15

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