KATHERINE G YOUNG PRIVATE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KATHERINE G YOUNG PRIVATE FOUNDATION (EIN 39-7008822)
- Tax period
- 2025-03-19 to 2025-12-31
- Filed
- 2026-07-16
- IRS object ID
- 202601979349100820
- Schema version
- 2025v4.2
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-16T15:53:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CLOVE ROAD SUITE 701 | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-03-19 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 397008822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE G YOUNG PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 7182386960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 143 | AddressLine1Txt |
| City | ANNA MARIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARISA GUARDO GRIMALDI YEUNG LAW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7182386960 | PhoneNum |
| Signature | 2026-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE R LEAF | PreparerPersonNm |
| PTIN | P00028774 | PTIN |
| Phone | 9738089500 | PhoneNum |
| Preparation | 2026-07-16 | PreparationDt |
| 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,630,483 | 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 | $32,890,738 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65,800 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,800 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $313,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,206,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $313,447 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,334,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $443,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,756 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,378 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,378 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,530 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,711 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,113,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,062,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,221,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,007,672 | CashEOYAmt |
| Cash EOYFMV | $1,007,672 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,600,888 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,611,284 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,874,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,970,225 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,018,826 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,041,302 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,501,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,630,483 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,501,560 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,501,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,501,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,221,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,221,057 | SubtotalAmt |
| Other Decreases | $2,719,497 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,501,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY - #0799 | P | 2025-12-31 | $245,000 | $245,000 | $0 | $0 |
| MORGAN STANLEY - #0805 | P | 2025-12-31 | $199,542 | $171,697 | $27,845 | $27,845 |
| MORGAN STANLEY - #0805 | P | 2025-12-31 | $13,973 | $10,718 | $3,255 | $3,255 |
| MORGAN STANLEY - #0805 | P | 2025-12-31 | $161 | $162 | -$1 | -$1 |
| MORGAN STANLEY - #0805 | P | 2025-12-31 | $38,284 | $38,300 | -$16 | -$16 |
| MORGAN STANLEY - #0805 | P | 2025-12-31 | $2,526,254 | $2,427,613 | $98,641 | $98,641 |
| CAPITAL GAINS DIVIDENDS | P | $183,723 | $183,723 | $183,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $313,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $257 | EsPenaltyAmt |
| Tax Due | $5,720 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATHERINE G YOUNG PRIVATE FOUNDATIO | IndividualWithBooksNm |
| Phone | 9738089500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O APRIO ADVISORY GROUP LLC 150 | AddressLine1Txt |
| Address Line2 | CLOVE RD SUITE 701 | AddressLine2Txt |
| City | LITTLE FALLS TOWNSHIP | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARISA GUARDO | ||||||||
| C/O 652 FOURTH AVE | BROOKLYN | NY | 11232 | TRUSTEE | 25.00 | $29,166 | $0 | $0 |
| KATHLEEN CITERA | ||||||||
| C/O 652 FOURTH AVE | BROOKLYN | NY | 11232 | TRUSTEE | 25.00 | $29,167 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,180,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,419,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,419,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,323,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,463 | TotalTaxAmt |
| Distributable Before Adj | $244,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $244,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $244,010 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,062,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,062,711 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,062,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,062,711 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,062,711 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,062,711 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,062,711 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROMAN CATH DIOCESE OF SCRANTON | |||||||
| 300 WYOMING AVE | SCRANTON | PA | 18503 | NONE | PC | SUSTENANCE | $40,000 |
| K9'S WARRIORS | |||||||
| 114 CAMP K9 RD | PONTE VEDRA | FL | 32081 | NONE | PC | SUSTENANCE | $30,000 |
| PATH TO COLLEGE FDN INC | |||||||
| 313 DATURA ST SUITE 200 | WEST PALM BEACH | FL | 33401 | NONE | PC | SUSTENANCE | $30,000 |
| LIGHTHOUSE FOR THE BLIND OF PA | |||||||
| 131 N ST FRANCES CABRINI AVE | SCRANTON | PA | 18504 | NONE | PC | SUSTENANCE | $30,000 |
| MANA SOTA LIGHTHOUSE FOR THE B | |||||||
| 7318 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | NONE | PC | SUSTENANCE | $30,000 |
| FL OUTREACH CTR FOR THE BLIND | |||||||
| 7632 CYPRESS KNEE DR | TAMPA | FL | 33637 | NONE | PC | SUSTENANCE | $30,000 |
| PAWS 4 LIBERTY | |||||||
| 1911 ENCINO BELLE ST | SAN ANTONIO | TX | 78259 | NONE | PC | SUSTENANCE | $30,000 |
| SOLDIERS ANGELS | |||||||
| 2895 NE LOOP 410 STE 107 | SAN ANTONIO | TX | 78218 | NONE | PC | SUSTENANCE | $30,000 |
| INTERTWINE ARTS INC | |||||||
| 532 E 87TH ST | NEW YORK | NY | 10128 | NONE | PC | SUSTENANCE | $30,000 |
| CTR OF ANNA MARIA ISLAND | |||||||
| 407 MAGNOLIA AVE | ANNA MARIA | FL | 34216 | NONE | PC | SUSTENANCE | $30,000 |
| ROSER FOOD PANTRY | |||||||
| 512 PINE AVE | ANNA MARIA | FL | 34216 | NONE | PC | SUSTENANCE | $30,000 |
| HONOR SANCTUARY INC | |||||||
| 383 FOREST AVE | LAGUNA BEACH | CA | 92651 | NONE | PC | SUSTENANCE | $20,000 |
| WILDLIFE INC | |||||||
| 3400 E STATE RD 64 | BRADENTON | FL | 34208 | NONE | PC | SUSTENANCE | $30,000 |
| HELP TO HOME INC | |||||||
| 6 S MAIN ST STE 210 | WASHINGTON | PA | 15301 | NONE | PC | SUSTENANCE | $30,000 |
| SHRINERS HOSP FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PC | SUSTENANCE | $30,000 |
| ST JDUES CHILDRENS RES HOSP | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | NONE | PC | SUSTENANCE | $30,000 |
| SOUTHEASTERN GUIDE DOGS INC | |||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | NONE | PC | SUSTENANCE | $30,000 |
| WREATHS ACROSS AMERICA | |||||||
| 4 POINT ST | COLUMBIA FALLS | ME | 04623 | NONE | PC | SUSTENANCE | $10,000 |
| BOB WOODRUFF FAMILY FDN | |||||||
| 1350 BROADWAY STE 905 | NEW YORK | NY | 10018 | NONE | PC | SUSTENANCE | $30,000 |
| STEPHEN SILLER TUNNEL TO TOWER | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | SUSTENANCE | $40,000 |
| SMILE TRAIN | |||||||
| 633 3RD AVE FL 9 | NEW YORK | NY | 10017 | NONE | PC | SUSTENANCE | $40,000 |
| AMERICA'S VET DOGS | |||||||
| 371 E JERICHO TPKE | SMITHTOWN | NY | 11787 | NONE | PC | SUSTENANCE | $30,000 |
| SIGHTS FOR HOPE | |||||||
| 244 N QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | SUSTENANCE | $40,000 |
| THE SEEING EYE INC | |||||||
| 10 WASHINGTON VALLEY RD | MORRISTOWN | NJ | 07960 | NONE | PC | SUSTENANCE | $40,000 |
| STAND BY ME USA | |||||||
| 110 W VINE ST | KELLER | TX | 76248 | NONE | PC | SUSTENANCE | $40,000 |
| VALOR CLINIC FDN | |||||||
| 1130 E MOUNTAIN BLVD | WILKESBARRE | PA | 18702 | NONE | PC | SUSTENANCE | $40,000 |
| NATL CTR FOR HEALTHY VETS | |||||||
| 3355 CHEROKEE ST NW | KENNESAW | GA | 30144 | NONE | PC | SUSTENANCE | $35,000 |
| CONGENITAL HYPERINSULINISM INT | |||||||
| 2424 AMERICAN LN | MADISON | WI | 53704 | NONE | PC | SUSTENANCE | $35,000 |
| DEEPSTREAM MINISTRIES INC | |||||||
| PO BOX 659 | WEAVERVILLE | NC | 28787 | NONE | PC | SUSTENANCE | $35,000 |
| CATH SOCIAL SVC OF THE DIOCESE | |||||||
| 516 FIG ST | SCRANTON | PA | 18508 | NONE | PC | SUSTENANCE | $35,000 |
| SUPPORT SVCS SRS | |||||||
| 10000 LINN STATION RD STE 100 | LOUISVILLE | KY | 40223 | NONE | PC | SUSTENANCE | $35,000 |
| BLIND ATHLETES INC | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | PC | SUSTENANCE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,800 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $443,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $443,970 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KATHERINE G YOUNG TRUST | |||||||
| 1 | 652 4TH AVE | BROOKLYN | NY | 11232 | $668,051 | Yes (X) | |
| KATHERINE G YOUNG TRUST | |||||||
| 2 | 652 4TH AVE | BROOKLYN | NY | 11232 | $32,222,687 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $32,222,687 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $2,018,826 | EOYBookValueAmt |
| EOYFMV | $2,041,302 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $21,874,174 | EOYBookValueAmt |
| EOYFMV | $23,970,225 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,600,888 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,611,284 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,756 | LegalFeesAmt |
| Net Investment Income | $4,378 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,378 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OF FMV OVER COST BASIS OF DONATED STOCKS | Desc |
| Amt | $2,719,497 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $1,915 | $1,915 | $0 |
| FOREIGN TAXES PAID | $1,117 | $1,117 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $43,530 | Amt |
| Net Investment Income | $43,530 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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