HOOK FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HOOK FAMILY FOUNDATION (EIN 76-0574363)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349103619
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:17:34-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760574363 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hook Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAREN HOOK KING | InCareOfNm |
| Business Name Control | HOOK | BusinessNameControlTxt |
| Phone | 7133017897 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Greenway Plaza Suite 1003 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Hook King | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7133490711 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $160,377 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $630,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $630,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $630,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $630,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $24,246 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24,246 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,710,423 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,710,423 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,743,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,734,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,112,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $254,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,377 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,483,339 | CorporateStockBOYAmt |
| Total Assets BOY | $10,737,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,377 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,737,948 | RetainedEarningBOYAmt |
| Retained Earning EOY | $160,377 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,737,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,377 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,737,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,377 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,737,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,112,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,535,162 | OtherIncreasesAmt |
| Subtotal | $160,377 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $160,377 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $47 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14 | CostOrOtherBasisAmt |
| Gain Or Loss | $33 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $33 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,769 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,769 | SubtotalAmt |
| Tax Based On Investment Income | $8,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,179 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,179 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $409 | OverpaymentAmt |
| Applied To ES Tax | $409 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN HOOK KING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133490711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GREENWAY PLAZA SUITE 1003 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770460126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joanne H Hook | ||||||||
| One Greenway Plaza Suite 1003 | Houston | TX | 77046 | Dir, Assistant Sec | 2.0 | $0 | $0 | $0 |
| Randall Townsend Hook | ||||||||
| One Greenway Plaza Suite 1003 | Houston | TX | 77046 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Thomas Wesley Hook | ||||||||
| One Greenway Plaza Suite 1003 | Houston | TX | 77046 | Dir, Sec | 0.0 | $0 | $0 | $0 |
| Karen Anne Hook King | ||||||||
| One Greenway Plaza Suite 1003 | Houston | TX | 77046 | Dir, Treas | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,500,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,901,844 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,901,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,633,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $881,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $881,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,769 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,769 | TotalTaxAmt |
| Distributable Before Adj | $872,897 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $872,897 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $872,897 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,734,669 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $21,734,669 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $872,897 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $99,787 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $108,115 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $691,579 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,509,140 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,408,621 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,734,669 | QualifyingDistributionsAmt |
| Applied To Current Year | $872,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,861,772 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,270,393 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $99,787 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,170,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $108,115 | ExcessFromYear3Amt |
| Excess From Year2 | $691,579 | ExcessFromYear2Amt |
| Excess From Year1 | $2,509,140 | ExcessFromYear1Amt |
| Excess From Current Year | $20,861,772 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joanne H Hook | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | Graduate School of Classical Education The Hook Family Foundation Endowed Scholarship Fund | $220,000 |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | |||||||
| 2000 WESTCHESTER AVE 2ND FL | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted (See In-Kind Grant general Explanation) | $21,018,474 |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | |||||||
| 2000 WESTCHESTER AVE 2ND FL | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted | $471,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,710,423 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $630,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $630,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $630,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| IN-KIND GRANTS | IN-KIND GRANTS | PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $21,018,474 TOTAL BOOK VALUE OF PROPERTY: $10,483,312 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $21,018,474 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $10,535,162 DETAILS OF ITEMS GRANTED: 1 DESCRIPTION OF PROPERTY: AMER INTERNATIONAL GROUP INC UNITS: 141 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $10,927 BOOK VALUE OF PROPERTY: $106,436 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $10,927 2 DESCRIPTION OF PROPERTY: AT&T, INC UNITS: 8833 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $225,860 BOOK VALUE OF PROPERTY: $225,825 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $225,860 3 DESCRIPTION OF PROPERTY: BANK OF AMERICA CORP UNITS: 6000 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $311,910 BOOK VALUE OF PROPERTY: $180,858 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $311,910 4 DESCRIPTION OF PROPERTY: COLGATE-PALMOLIVE COMPANY UNITS: 5969 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $469,686 BOOK VALUE OF PROPERTY: $313,447 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $469,686 5 DESCRIPTION OF PROPERTY: CORTEVA INC UNITS: 2956 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $192,561 BOOK VALUE OF PROPERTY: $53,165 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $192,561 6 DESCRIPTION OF PROPERTY: DOW INC UNITS: 2956 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $65,675 BOOK VALUE OF PROPERTY: $103,820 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $65,675 7 DESCRIPTION OF PROPERTY: DUKE ENERGY CO UNITS: 5501 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $682,303 BOOK VALUE OF PROPERTY: $336,424 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $682,303 8 DESCRIPTION OF PROPERTY: DU PONT DE NEMOURS UNITS: 2956 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $115,757 BOOK VALUE OF PROPERTY: $70,422 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $115,757 9 DESCRIPTION OF PROPERTY: ENBRIDGE INC UNITS: 12318 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $592,034 BOOK VALUE OF PROPERTY: $331,530 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $592,034 10 DESCRIPTION OF PROPERTY: EXXON MOBIL CORP UNITS: 7653 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $905,388 BOOK VALUE OF PROPERTY: $661,950 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $905,388 11 DESCRIPTION OF PROPERTY: FORD MOTOR COMPANY UNITS: 14167 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $183,853 BOOK VALUE OF PROPERTY: $194,060 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $183,853 12 DESCRIPTION OF PROPERTY: JP MORGAN CHASE UNITS: 5486 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $1,654,746 BOOK VALUE OF PROPERTY: $238,422 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,654,746 13 DESCRIPTION OF PROPERTY: KIMBERLY CLARK CORP UNITS: 5742 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $598,245 BOOK VALUE OF PROPERTY: $468,994 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $598,245 |
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | 14 DESCRIPTION OF PROPERTY: PFIZER INC UNITS: 3675 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $92,831 BOOK VALUE OF PROPERTY: $243,574 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $92,831 15 DESCRIPTION OF PROPERTY: QNITY ELECTRONICS INC UNITS: 1478 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $120,679 BOOK VALUE OF PROPERTY: $81,936 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $120,679 16 DESCRIPTION OF PROPERTY: UNION PACIFIC UNITS: 3608 DATE OF DISTRIBUTION: 11/17/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $801,986 BOOK VALUE OF PROPERTY: $40,117 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $801,986 17 DESCRIPTION OF PROPERTY: AMER INTERNATIONAL GROUP INC UNITS: 141 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $10,868 BOOK VALUE OF PROPERTY: $106,436 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $10,868 18 DESCRIPTION OF PROPERTY: AMER INTERNATIONAL GROUP INC UNITS: 141 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $10,868 BOOK VALUE OF PROPERTY: $106,436 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $10,868 19 DESCRIPTION OF PROPERTY: AT&T, INC UNITS: 8834 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $225,753 BOOK VALUE OF PROPERTY: $225,851 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $225,753 20 DESCRIPTION OF PROPERTY: AT&T, INC UNITS: 8833 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $225,727 BOOK VALUE OF PROPERTY: $225,825 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $225,727 21 DESCRIPTION OF PROPERTY: BANK OF AMERICA CORP UNITS: 6000 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $309,975 BOOK VALUE OF PROPERTY: $180,858 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $309,975 22 DESCRIPTION OF PROPERTY: BANK OF AMERICA CORP UNITS: 6000 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $309,975 BOOK VALUE OF PROPERTY: $180,858 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $309,975 23 DESCRIPTION OF PROPERTY: COLGATE-PALMOLIVE COMPANY UNITS: 5969 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $472,118 BOOK VALUE OF PROPERTY: $313,447 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $472,118 24 DESCRIPTION OF PROPERTY: COLGATE-PALMOLIVE COMPANY UNITS: 5968 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $472,039 BOOK VALUE OF PROPERTY: $313,395 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $472,039 25 DESCRIPTION OF PROPERTY: CORTEVA INC UNITS: 2956 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $190,130 BOOK VALUE OF PROPERTY: $53,165 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $190,130 26 DESCRIPTION OF PROPERTY: CORTEVA INC UNITS: 2955 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $190,066 BOOK VALUE OF PROPERTY: $53,147 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $190,066 27 DESCRIPTION OF PROPERTY: DOW INC UNITS: 2956 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $63,931 BOOK VALUE OF PROPERTY: $103,820 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $63,931 28 DESCRIPTION OF PROPERTY: DOW INC UNITS: 2955 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $63,909 BOOK VALUE OF PROPERTY: $103,785 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $63,909 |
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | 29 DESCRIPTION OF PROPERTY: DUKE ENERGY CO UNITS: 5501.132 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $686,871 BOOK VALUE OF PROPERTY: $336,432 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $686,871 30 DESCRIPTION OF PROPERTY: DUKE ENERGY CO UNITS: 5501 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $686,855 BOOK VALUE OF PROPERTY: $336,424 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $686,855 31 DESCRIPTION OF PROPERTY: DU PONT DE NEMOURS UNITS: 2956 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $114,257 BOOK VALUE OF PROPERTY: $70,422 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $114,257 32 DESCRIPTION OF PROPERTY: DU PONT DE NEMOURS UNITS: 2955 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $114,218 BOOK VALUE OF PROPERTY: $70,398 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $114,218 33 DESCRIPTION OF PROPERTY: ENBRIDGE INC UNITS: 12318 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $590,617 BOOK VALUE OF PROPERTY: $331,530 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $590,617 34 DESCRIPTION OF PROPERTY: ENBRIDGE INC UNITS: 12317 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $590,569 BOOK VALUE OF PROPERTY: $331,503 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $590,569 35 DESCRIPTION OF PROPERTY: EXXON MOBIL CORP UNITS: 7653 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $902,901 BOOK VALUE OF PROPERTY: $661,950 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $902,901 36 DESCRIPTION OF PROPERTY: EXXON MOBIL CORP UNITS: 7652 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $902,783 BOOK VALUE OF PROPERTY: $661,864 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $902,783 37 DESCRIPTION OF PROPERTY: FORD MOTOR COMPANY UNITS: 14167 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $183,108 BOOK VALUE OF PROPERTY: $194,060 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $183,108 38 DESCRIPTION OF PROPERTY: FORD MOTOR COMPANY UNITS: 14166 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $183,096 BOOK VALUE OF PROPERTY: $194,047 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $183,096 39 DESCRIPTION OF PROPERTY: JP MORGAN CHASE UNITS: 5485 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $1,645,404 BOOK VALUE OF PROPERTY: $238,378 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,645,404 40 DESCRIPTION OF PROPERTY: JP MORGAN CHASE UNITS: 5485 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $1,645,404 BOOK VALUE OF PROPERTY: $238,378 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,645,404 41 DESCRIPTION OF PROPERTY: KIMBERLY CLARK CORP UNITS: 5742 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $593,163 BOOK VALUE OF PROPERTY: $468,994 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $593,163 42 DESCRIPTION OF PROPERTY: KIMBERLY CLARK CORP UNITS: 5742 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $593,163 BOOK VALUE OF PROPERTY: $468,994 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $593,163 43 DESCRIPTION OF PROPERTY: PFIZER INC UNITS: 3676 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $92,801 BOOK VALUE OF PROPERTY: $8,944 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $92,801 |
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | 44 DESCRIPTION OF PROPERTY: PFIZER INC UNITS: 3675 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $92,775 BOOK VALUE OF PROPERTY: $8,941 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $92,775 45 DESCRIPTION OF PROPERTY: QNITY ELECTRONICS INC UNITS: 1478 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $118,270 BOOK VALUE OF PROPERTY: $81,936 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $118,270 46 DESCRIPTION OF PROPERTY: QNITY ELECTRONICS INC UNITS: 1477 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $118,190 BOOK VALUE OF PROPERTY: $81,881 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $118,190 47 DESCRIPTION OF PROPERTY: UNION PACIFIC UNITS: 3608 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $797,115 BOOK VALUE OF PROPERTY: $40,117 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $797,115 48 DESCRIPTION OF PROPERTY: UNION PACIFIC UNITS: 3608 DATE OF DISTRIBUTION: 11/18/2025 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $797,115 BOOK VALUE OF PROPERTY: $40,117 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $797,115 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $21,710,423. This amount represents 25% or more of the Foundation's net assets of $20,043,841 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $24,173 | $24,173 |
| Office Supplies | $73 | $73 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $10,535,162 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2025 | CategoryTxt |
| Amt | $8,900 | Amt |
Comments