2026-05-15T06:53:31-07:00 2025-12-31 251464314 OWLETT & LEWIS PC 1 CHARLES ST PO BOX 878 WELLSBORO PA 16901 990PF 2025-01-01 205272437 The Babcock Family Foundation BABC 8145587061 PO Box 614 Sherrills Ford NC 28673 EDWARD E BABCOCK JR Trustee 8145587061 2026-05-13 true Thomas M Owlett Esquire P01466288 5707231470 2026-05-15 2025 2025-03-06 01:10:19Z X 3016346 X X 207025 207025 33952 204311 33952 0 0 240977 240977 0 3023 3023 1427 1427 52 4619 4619 0 29 29 9150 1427 7671 159633 159633 168783 1427 167304 72194 239550 62256 86858 86858 0 0 193346 224410 488307 0 1948297 1964824 2441181 0 0 0 0 2203899 2276092 3016346 0 0 0 0 0 X 2203899 2276092 2203899 2276092 2203899 2276092 2203899 72194 0 2276093 1 2276092 Edward Jones #1118 Box D P 2024-01-02 2025-12-31 194942 0 165567 29375 0 0 0 29375 Edward Jones #1118 Box E P 2024-01-02 2025-12-31 9369 0 4792 4577 0 0 0 4577 33952 3330 0 3330 0 3330 3000 3000 3000 330 0 false false false false false false false true true PA true false false false false true N/A Edward E Babcock Jr 7244136817 PO Box 614 Sherrills Ford NC 28673 false false false true false false false false false false false false false false false false false false false false false false Edward E Babcock Jr 2095 Northview Harbour Dr Sherrills Ford NC 28673 Trustee 1.00 0 0 0 Rosemary Babcock 2095 Northview Harbour Dr Sherrills Ford NC 28673 Trustee 1.00 0 0 0 NONE 0 NONE 0 The Foundation provided grants to charities to provide spiritual growth and counseling, feed and support the homeless and to support local charities providing those services 159633 2775273 93491 0 2868764 0 2868764 43031 2825733 141287 141287 3330 3330 137957 137957 137957 167304 167304 137957 0 0 0 0 38597 38597 167304 0 137957 29347 67944 0 0 0 0 0 67944 0 0 0 38597 29347 Edward E Babcock Jr None X Penn State University 201 Shields Building University Park PA 16802 PC Scholarship 0 State College Alliance Church 1221 West Whitehall Road State College PA 16801 PC Further programs 511 CRU - Campus Crusade for Christ International 100 Lake Hart Drive Orlando FL 32832 PC Further programs 0 Nittany Christian School 1221 W Whitehall Road State College PA 16801 PC Futher Programs 0 The Crossing 150 S 48th Street Quincy IL 62305 PC Building Campaign 0 Grace Covenant Academy 17301 Statesville Rd Cornelius NC 28031 PC Further Programs 242 A Womans Concern 423 S Pugh St State College PA 16801 PC Futher Programs 0 Timothy J Piazza Memorial Foundation PO Box 104 Oldwick NJ 08858 PC Youth prosthetic devices 0 Saint Joseph's Catholic Academy 901 Boalsburg Pike Boalsburg PA 16827 PC Futher Programs 0 Zawadi Fund International 571 Foxwood Lane Paoli PA 19301 PC Futher Programs 500 Family Guidance 1235 Penn Avenue Wyomissing PA 19610 PC Futher Programs 0 State College YMCA 67 W Whitehall Rd State College PA 16801 PC Further Programs 0 Quincy Children's Museum 625 Maine St Quincy IL 62301 PC Develop childrenand families 0 Lake City Church 311 Blurfield Rd Mooresville NC 28117 PC Further Church programs 0 Bethel Fellowship Mennonote Witness 17563 Highway AA Sparta WI 54653 PC Relief payment for Ukraine war 0 Cove Church 197 Langtree Rd Mooreseville NC 28117 PC Further Church programs 52846 Feed My Starving Children 401 93rd Ave NW Coon Rapids MN 55433 PC Eliminate hunger 14883 Yay Day PO Box 698 Cornelius NC 28031 PC Programs to benefitcommunitiesin need 20000 Turning Point Ministries PO Box 3838 San Diego CA 92163 PC Promote radioministry & Christian books 0 Dove House 2407 Simonton Rd Statesville NC 28625 PC Children AdvocacyCenterFurther programing 700 OPTIVets 136 Corporate Park Dr G101 Mooresville NC 28117 PC Support for vetarans& 1st responders 251 Esperanza De Ana PO Box 765 Wooster OH 44691 PC Programs to transformlive through Christ inChilca, Peru 0 Community Pregnancy Center of Lake Norman 212 Caldwell Ave Moorseville NC 28115 PC pregnancy andparenting support 10000 Disciplemakers Inc PO Box 74 State College PA 16804 PC Christian campusministry 1200 PannMass Challenge 77 4th Ave needham MA 02494 PC Annual Fundraiser 250 The CauseOrg 4225 Oceanside Blvd H-325 Oceanside CA 82056 PC Annual Fundraiser 880 World Vision PO Box 9716 Federal Way WA 98063 PC Programs to benefit children & families in need 468 Hope at Lake Foundation 631 Brawley School Rd 300 Mooresville NC 28117 PC Funding for localcharities 5000 Lake Norman Area High School 186 Doolie Road Moorseville NC 28117 PC Booster Club Fund Raiser 0 FeedNC 2456 Charlotte Highway MO 28117 PC Food bank 18983 Cystic Fibosis 4550 montgomery Ave Suite 1100N Bethesda MD 20814 PC Research 0 Power Cross 1133 W Front St Statesville NC 28677 PC Financial supportingLake Norman NCcharities 20000 Dottie Rose Foundation 5220 Buckingham Dr Charlotte NC 58209 PC Supporting computerscience education 1500 Soaring Eagles Baseball Academy 11720 Verhoeff Dr Huntersville NC 28078 PC Baseball scholarships 600 University of Louisiana Lafayette 104 E University Circle Lafayette LA 70503 PC Scholarship 5000 Watchmen of the Street PO Box 1580 Cornelius NC 28031 PC Minister/meals to homeless Charlotte NC 3061 Women's Ministry of CCC 615 N Main St Mooresville NC 28117 PC Funding for spiritualgrowth 200 Tacos for Life LLC 120 Marketplace Ave Mooresville NC 28117 NC Feeding Homeless 700 The Sommer Callen Memorial Scholarship 5960 Lak Linden Ct Excelsior MN 55331 PC Scholarship 295 Moorseville Fondo North Main Street Mooresville NC 28117 PC Support for localcharities 1563 159633 0 14 207025 207025 207025 false false false false false false false false false false Owlett & Lewis 990-PF 3023 3023 Little Lion Investment Club 6414 6414 Nittany Lion Fund, LLC 217996 481893 Edward Jones - Mutual Funds (See attached) 1964824 2441181 Book Value Adjustment 1 Investment Expenses Margin Interest Non-Deductible Expenses PO Box 29 29 Capital Gains/(Losses) 0 Nittany LionFund investment 1427 1427 Foreign Tax 424 424 Excise Tax Federal Tax 4195 4195