2025-02-10T11:18:11-06:00 2024-09-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE STE 4000 INDIANAPOLIS IN 46204 990PF 2023-10-01 203039970 Charles G Berwind Foundation Inc % SARAH CAMPBELL CHAR 2155632800 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 SARAH CAMPBELL TREASURER 2155632800 2025-02-06 true true JENNIFER RHODERICK P00395735 3176817000 2025-01-27 2023 2025-03-06 01:10:19Z X 10093183 X 0 X 269104 269104 331969 1624274 331969 601073 601073 0 116977 52237 0 64740 23406 0 0 0 276 276 338 36 0 302 140997 52273 0 65318 425823 430081 566820 52273 0 495399 34253 548800 3165 -4120 -4120 392982 610236 610236 2455 11556 11556 1413587 2212935 2212935 7103332 7262576 7262576 8915521 10093183 10093183 9361 608 9154 24950 18515 25558 X 8897006 10067625 8897006 10067625 8915521 10093183 8897006 34253 1136366 10067625 10067625 PUBLIC SECURITIES CAPITAL GAINS P 1624274 1292305 331969 331969 331969 7628 7628 7628 8560 0 8560 X 932 932 false false false 0 0 0 false false false false true true PA true false false false false true N/A SARAH CAMPBELL 2155632800 2929 WALNUT STREET SUITE 900 PHILADELPHIA PA 19104 false false false false false false false false false false false false false false false true false false false false false false false JESSICA BERWIND 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 VP & TRUSTEE 0.0 0 0 0 TIM CALLAHAN 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 TRUSTEE 0.2 0 0 0 Raymond J Baran 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 PRESIDENT 0.2 0 0 0 SARAH CAMPBELL 2929 WALNUT STREET SUITE 900 PHILADELPHIA PA 19104 TREASURER 0.4 0 0 0 EILEEN P MOORE 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 SECRETARY 0.4 0 0 0 BROWN BROTHERS HARRIMAN One Logan Square 14th FL PHILADELPHIA PA 191036908 0 52237 NONE 9191337 469880 0 9661217 0 9661217 144918 9516299 475815 475815 7628 7628 468187 468187 468187 495399 0 0 0 0 495399 468187 0 2021 2020 2019 0 85801 66311 24431 12503 45758 234804 495399 0 468187 27212 262016 0 0 0 0 85801 176215 66311 24431 12503 45758 27212 NONE NONE MS EILEEN MOORE 2929 WALNUT STREET SUITE 990 PHILADELPHIA PA 19104 2155632800 APPLICATION AND INFORMATION TO BE SUBMITTED DEADLINE HIGH SCHOOL STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH SAT OR ACT TAKEN DECEMBER 31ST BIOGRAPHICAL QUESTIONNAIRE DECEMBER 31ST SECONDAY SCHOOL REPORT DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH COLLEGE STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH RESULTS FROM STANDARDIZED TESTS DECEMBER 31ST A STATEMENT OF EDUCATIONAL GOALS DECEMBER 31ST THREE LETTERS OF RECOMMENDATION DECEMBER 31ST TRANSCRIPT OF COLLEGE GRADES DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH The information above should be mailed or emailed to the following address by the date indicated above: Foundation Administrator c/o Berwind Corporation 2929 WALNUT STREET, SUITE 900 Philadelphia, PA 19104 foundation@berwind.com SEE ABOVE FOR ACCREDITED INSTITUTIONS OF HIGHER LEARNING IN THE U.S. ONLY SEE ATTACHMENT 17 & 18 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 NONE I SCHOLARSHIP 430081 430081 SEE ATTACHMENT 17 & 18 2929 Walnut Street Suite 900 PHILADELPHIA PA 19104 NONE I Scholarship 0 450471 14 269104 18 331969 601073 601073 false false false false false false false false false false BROWN BROTHERS HARRIMAN Investment Management Fee SEE ATTACHMENT 5 2212935 2212935 SEE ATTACHMENT 6 7262576 7262576 SUPPLIES EXPENSE 302 0 0 302 MISCELLANEOUS EXPENSE 36 36 0 0 UNREALIZED GAINS ON SECURITIES 1136366 DEFERRED FEDERAL EXCISE TAXES 9154 24950 INVESTMENT MANAGEMENT FEES 52237 52237 0 0 CONSULTING FEES 44740 0 0 44740 SELECTION COMMITTEE ADV FEES 20000 0 0 20000 EXCISE TAX EXPENSE 23406 0 0 0