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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-16T15:53:35-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582487348PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APRIO ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 CLOVE ROAD SUITE 701AddressLine1Txt
CityLITTLE FALLSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07424ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-03-19TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN397008822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHERINE G YOUNG PRIVATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone7182386960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 143AddressLine1Txt
CityANNA MARIACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34216ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARISA GUARDO GRIMALDI YEUNG LAWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7182386960PhoneNum
Signature2026-07-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE R LEAFPreparerPersonNm
PTINP00028774PTIN
Phone9738089500PhoneNum
Preparation2026-07-16PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,630,483FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$32,890,738ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$65,800InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$65,800InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$64,723DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,723DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$313,447NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,206,937GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$313,447CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$33,334,708TotalRevAndExpnssAmt
Total Net Invst Incm$443,970TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$58,333CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$58,333CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,756LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,378LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,378LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$43,530OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,530OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,032OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,032OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$113,651TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50,940TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$62,711TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,113,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50,940TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,062,711TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,221,057ExcessRevenueOverExpensesAmt
Net Investment Income$393,030NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1,007,672CashEOYAmt
Cash EOYFMV$1,007,672CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,600,888USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,611,284USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$21,874,174CorporateStockEOYAmt
Corporate Stock EOYFMV$23,970,225CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$2,018,826CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,041,302CorporateBondsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$29,501,560TotalAssetsEOYAmt
Total Assets EOYFMV$31,630,483TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$29,501,560RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,501,560TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,501,560TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,221,057ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$32,221,057SubtotalAmt
Other Decreases$2,719,497OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,501,560TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY - #0799P2025-12-31$245,000$245,000$0$0
MORGAN STANLEY - #0805P2025-12-31$199,542$171,697$27,845$27,845
MORGAN STANLEY - #0805P2025-12-31$13,973$10,718$3,255$3,255
MORGAN STANLEY - #0805P2025-12-31$161$162-$1-$1
MORGAN STANLEY - #0805P2025-12-31$38,284$38,300-$16-$16
MORGAN STANLEY - #0805P2025-12-31$2,526,254$2,427,613$98,641$98,641
CAPITAL GAINS DIVIDENDSP$183,723$183,723$183,723
FieldValueIRS element (for citing)
Capital Gain Net Income$313,447CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,463InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,463SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,463TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$257EsPenaltyAmt
Tax Due$5,720TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKATHERINE G YOUNG PRIVATE FOUNDATIOIndividualWithBooksNm
Phone9738089500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O APRIO ADVISORY GROUP LLC 150AddressLine1Txt
Address Line2CLOVE RD SUITE 701AddressLine2Txt
CityLITTLE FALLS TOWNSHIPCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07424ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARISA GUARDO
C/O 652 FOURTH AVEBROOKLYNNY11232TRUSTEE25.00$29,166$0$0
KATHLEEN CITERA
C/O 652 FOURTH AVEBROOKLYNNY11232TRUSTEE25.00$29,167$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,180,328AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$239,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,419,753TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,419,753AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$96,296CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,323,457NetVlNoncharitableAssetsAmt
Minimum Investment Return$249,473MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$249,473MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,463TaxBasedOnInvestmentIncomeAmt
Total Tax$5,463TotalTaxAmt
Distributable Before Adj$244,010DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$244,010DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$244,010DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,062,711ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,062,711QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,062,711QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,062,711RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,062,711TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,062,711ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,062,711ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROMAN CATH DIOCESE OF SCRANTON
300 WYOMING AVESCRANTONPA18503NONEPCSUSTENANCE$40,000
K9'S WARRIORS
114 CAMP K9 RDPONTE VEDRAFL32081NONEPCSUSTENANCE$30,000
PATH TO COLLEGE FDN INC
313 DATURA ST SUITE 200WEST PALM BEACHFL33401NONEPCSUSTENANCE$30,000
LIGHTHOUSE FOR THE BLIND OF PA
131 N ST FRANCES CABRINI AVESCRANTONPA18504NONEPCSUSTENANCE$30,000
MANA SOTA LIGHTHOUSE FOR THE B
7318 N TAMIAMI TRAILSARASOTAFL34243NONEPCSUSTENANCE$30,000
FL OUTREACH CTR FOR THE BLIND
7632 CYPRESS KNEE DRTAMPAFL33637NONEPCSUSTENANCE$30,000
PAWS 4 LIBERTY
1911 ENCINO BELLE STSAN ANTONIOTX78259NONEPCSUSTENANCE$30,000
SOLDIERS ANGELS
2895 NE LOOP 410 STE 107SAN ANTONIOTX78218NONEPCSUSTENANCE$30,000
INTERTWINE ARTS INC
532 E 87TH STNEW YORKNY10128NONEPCSUSTENANCE$30,000
CTR OF ANNA MARIA ISLAND
407 MAGNOLIA AVEANNA MARIAFL34216NONEPCSUSTENANCE$30,000
ROSER FOOD PANTRY
512 PINE AVEANNA MARIAFL34216NONEPCSUSTENANCE$30,000
HONOR SANCTUARY INC
383 FOREST AVELAGUNA BEACHCA92651NONEPCSUSTENANCE$20,000
WILDLIFE INC
3400 E STATE RD 64BRADENTONFL34208NONEPCSUSTENANCE$30,000
HELP TO HOME INC
6 S MAIN ST STE 210WASHINGTONPA15301NONEPCSUSTENANCE$30,000
SHRINERS HOSP FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607NONEPCSUSTENANCE$30,000
ST JDUES CHILDRENS RES HOSP
501 ST JUDE PLMEMPHISTN38105NONEPCSUSTENANCE$30,000
SOUTHEASTERN GUIDE DOGS INC
4210 77TH ST EPALMETTOFL34221NONEPCSUSTENANCE$30,000
WREATHS ACROSS AMERICA
4 POINT STCOLUMBIA FALLSME04623NONEPCSUSTENANCE$10,000
BOB WOODRUFF FAMILY FDN
1350 BROADWAY STE 905NEW YORKNY10018NONEPCSUSTENANCE$30,000
STEPHEN SILLER TUNNEL TO TOWER
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCSUSTENANCE$40,000
SMILE TRAIN
633 3RD AVE FL 9NEW YORKNY10017NONEPCSUSTENANCE$40,000
AMERICA'S VET DOGS
371 E JERICHO TPKESMITHTOWNNY11787NONEPCSUSTENANCE$30,000
SIGHTS FOR HOPE
244 N QUEEN STLANCASTERPA17603NONEPCSUSTENANCE$40,000
THE SEEING EYE INC
10 WASHINGTON VALLEY RDMORRISTOWNNJ07960NONEPCSUSTENANCE$40,000
STAND BY ME USA
110 W VINE STKELLERTX76248NONEPCSUSTENANCE$40,000
VALOR CLINIC FDN
1130 E MOUNTAIN BLVDWILKESBARREPA18702NONEPCSUSTENANCE$40,000
NATL CTR FOR HEALTHY VETS
3355 CHEROKEE ST NWKENNESAWGA30144NONEPCSUSTENANCE$35,000
CONGENITAL HYPERINSULINISM INT
2424 AMERICAN LNMADISONWI53704NONEPCSUSTENANCE$35,000
DEEPSTREAM MINISTRIES INC
PO BOX 659WEAVERVILLENC28787NONEPCSUSTENANCE$35,000
CATH SOCIAL SVC OF THE DIOCESE
516 FIG STSCRANTONPA18508NONEPCSUSTENANCE$35,000
SUPPORT SVCS SRS
10000 LINN STATION RD STE 100LOUISVILLEKY40223NONEPCSUSTENANCE$35,000
BLIND ATHLETES INC
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909NONEPCSUSTENANCE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,000,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,800ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,723ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$313,447ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$443,970ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$443,970TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
KATHERINE G YOUNG TRUST
1652 4TH AVEBROOKLYNNY11232$668,051Yes (X)
KATHERINE G YOUNG TRUST
2652 4TH AVEBROOKLYNNY11232$32,222,687Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyVARIOUS SECURITIESNoncashPropertyDesc
Fair Market Value$32,222,687FairMarketValueAmt
Received2025-12-31ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - CORPORATE BONDSBondNm
EOY Book Value$2,018,826EOYBookValueAmt
EOYFMV$2,041,302EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKStockNm
EOY Book Value$21,874,174EOYBookValueAmt
EOYFMV$23,970,225EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,600,888USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,611,284USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$8,756LegalFeesAmt
Net Investment Income$4,378NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,378DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescAPPRECIATION OF FMV OVER COST BASIS OF DONATED STOCKSDesc
Amt$2,719,497Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$43,530Amt
Net Investment Income$43,530NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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