AUMdb

Pine Tree Foundation

EIN 222751187 · 501(c)(3) · Private foundation · Gladwyne, PA · recognized 1986

Assets
$24.5M
Revenue
$1.6M
Expenses
$1.2M
Investment income
$1.6M

Form 990 fiscal year ended 07/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
A Morris Williams Jr Director & president $0 $0
Susan W Beltz Director, & secretary $0 $0
Kevin Beltz Director $0 $0
Joanne W Markman Director & vice president $0 $0
Gary Markman Director & treasurer $0 $0
Kelsey A Beltz Director $0 $0
Ethan Markman Director $0 $0
James Beltz Director $0 $0
Chase Markman Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
07/31/2025 $24.5M $1.6M $1.2M 990 990PF · obj 202513529349100401 IRS ↗
07/31/2024 $23.8M $1.3M $1.1M 990 990PF · obj 202511259349101436 IRS ↗