2026-09-03T12:49:49-05:00 2025-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990PF 2025-01-01 386869869 THE STEPHEN A COZEN FOUNDATION C/O LESTER E LIPSHUTZ ESQ STEP 2156653718 1650 MARKET ST 2800 PHILADELPHIA PA 19103 SANDRA A COZEN TRUSTEE 2156653718 2026-09-03 1 DANIEL ROMANO P00504182 2125990100 2025 X 1310723 X 2000000 67518 71588 0 7 0 0 2067525 71588 0 0 0 0 0 5690 1422 0 4268 219 219 0 0 5909 1641 0 4268 755000 755000 760909 1641 0 759268 1306616 69947 0 18 18 18 1306616 1310705 251833 0 0 251851 1306634 1310723 0 0 X 251833 0 0 0 18 1306634 251851 1306634 251851 1306634 251851 1306616 0 1558467 251833 1306634 972 0 972 0 972 112 0 800 0 912 0 60 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A SANDRA COZEN 2156652020 1230 MT PLEASANT ROAD VILLANOVA PA 19085 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID ADELMAN 4093 WALNUT STREET PHILADELPHIA PA 19104 TRUSTEE 1.00 0 0 0 SANDRA E COZEN 1230 MT PLEASANT ROAD VILLANOVA PA 19085 TRUSTEE 1.00 0 0 0 LESTER E LIPSHUTZ ESQ 1801 N MILITARY TRAIL SUITE 200 BOCA RATON FL 33431 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1719029 18 0 1719047 0 0 1719047 25786 1693261 84663 84663 972 972 83691 0 83691 0 83691 759268 0 759268 83691 13107 2021 2022 2023 112469 0 759268 13107 112469 0 83691 550001 0 0 550001 0 0 0 0 0 0 0 550001 550001 LESTER E LIPSHUTZ ESQ 1650 MARKET STREET SUITE 2800 PHILADELPHIA PA 19103 2156653718 LESTER@COZEN.COM THE FOUNDATION HAS NO REQUIRED FORM. ALL INFORMATION THAT THE REQUESTING ORGANIZATION DEEMS APPROPRIATE SHOULD BE SUBMITTED. NONE THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS OTHER THAN THEY BE USED FOR QUALIFIED PURPOSES. USC UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PARKWAY LOS ANGELES CA 90089 NONE PC DISTRIBUTION TO USC UNIVERSITY SOUTHERN CALIFORNIA SHOA FUND 750000 CHILDRENS HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 NONE PC DONATION TO THE CHOP FOUNDATION 5000 755000 0 14 67518 42 7 0 67525 0 67525 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF STEPHEN A COZEN 1230 MT PLEASANT ROAD VILLANOVA PA 19085 2000000 X X 1 LIFE INSURANCE PROCEEDS RECEIVED UPON DONOR'S DEATH FROM A PREVIOUSLY DONATED POLICY 2000000 2002-02-26 ACCOUNTING FEES 5690 1422 0 4268 SEE STATEMENT 6 STATEMENT OF ELECTION UNDER TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2) FORM 990PF, PART XII, LINE 4 - ELECTION STATEMENT THE STEPHEN A. COZEN FOUNDATIONEIN: 38-6869869FORM 990-PF - TAX YEAR ENDED DECEMBER 31, 2025STATEMENT OF ELECTION UNDER TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2)PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE STEPHEN A. COZEN FOUNDATION (THE "FOUNDATION"), A PRIVATE FOUNDATION WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 509(A), HEREBY ELECTS TO TREAT A PORTION OF ITS QUALIFYING DISTRIBUTIONS MADE DURING THE TAXABLE YEAR ENDED DECEMBER 31, 2025 SPECIFICALLY, THOSE QUALIFYING DISTRIBUTIONS THAT, UNDER TREAS. REG. 53.4942(A)-3(D)(1), ARE NOT TREATED AS MADE OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEDING TAXABLE YEAR AS FOLLOWS:OUT OF UNDISTRIBUTED INCOME FOR THE TAXABLE YEAR ENDED 12/31/2024: $13,107OUT OF UNDISTRIBUTED INCOME FOR THE TAXABLE YEAR ENDED 12/31/2009-12/31/2023: $112,469OUT OF CORPUS: $633,692TOTAL QUALIFYING DISTRIBUTIONS COVERED BY THIS ELECTION: $759,268THE UNDERSIGNED, AN APPROPRIATE FOUNDATION MANAGER WITHIN THE MEANING OF IRC SECTION 4946(B)(1), DECLARES THAT THE FOUNDATION IS MAKING THIS ELECTION UNDER TREAS. REG. 53.4942(A)-3(D)(2) TO APPLY THE QUALIFYING DISTRIBUTIONS IDENTIFIED ABOVE FIRST TO ANY UNDISTRIBUTED INCOME REMAINING FROM THE DESIGNATED PRIOR TAXABLE YEAR(S) LISTED ABOVE (ALL OF WHICH ARE YEARS PRIOR TO 2024), AND TO APPLY ANY REMAINING BALANCE OUT OF CORPUS.UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE EXAMINED THIS ELECTION STATEMENT, AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS TRUE, CORRECT, AND COMPLETE.SIGNATURE: COPY OF SIGNED ELECTION FORM SAVED IN FOUNDATION RECORDS NAME: SANDRA COZENTITLE: TRUSTEEDATE: 9/1/2026 SETTLEMENT OF LIFE INSURANCE PROCEEDS 251833 7 0 0 OTHER PROFESSIONAL FEES 219 219 0 0