BETA

MAY FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MAY FAMILY FOUNDATION (EIN 26-4308853)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-31
IRS object ID
202502129349101100
Schema version
2024v5.2
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)
Return2025-07-31T07:25:11-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264308853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The May Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMAYFBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMitchell MayPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-07-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$186,771FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$390InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$390InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,043DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,043DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,360NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$152,135GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,360CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,793TotalRevAndExpnssAmt
Total Net Invst Incm$28,793TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,021OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,021OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,828OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,828OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,149TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,021TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,828TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$67,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$67,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,149TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,021TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$74,828TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,356ExcessRevenueOverExpensesAmt
Net Investment Income$27,772NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$49,065SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,193SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,193SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$54,494USGovernmentObligationsBOYAmt
US Government Obligations EOY$45,147USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$41,905USGovtObligationsEOYFMVAmt
Corporate Stock BOY$103,327CorporateStockBOYAmt
Corporate Stock EOY$83,190CorporateStockEOYAmt
Corporate Stock EOYFMV$108,150CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,575CorporateBondsBOYAmt
Corporate Bonds EOY$6,575CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,523CorporateBondsEOYFMVAmt
Total Assets BOY$213,461TotalAssetsBOYAmt
Total Assets EOY$166,105TotalAssetsEOYAmt
Total Assets EOYFMV$186,771TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$213,461RetainedEarningBOYAmt
Retained Earning EOY$166,105RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$213,461TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$166,105TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$213,461TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$166,105TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$213,461TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,356ExcessRevenueOverExpensesAmt
Subtotal$166,105SubtotalAmt
Tot Net Ast Or Fund Balances EOY$166,105TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$152,135GrossSalesPriceAmt
Cost Or Other Basis$128,775CostOrOtherBasisAmt
Gain Or Loss$23,360GainOrLossAmt
Gains Minus Excess Or Losses$23,360GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$23,360CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$386InvestmentIncomeExciseTaxAmt
Subtotal$386SubtotalAmt
Tax Based On Investment Income$386TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$442TotalPaymentsAndCreditsAmt
Overpayment$56OverpaymentAmt
Applied To ES Tax$56AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMitchell M MayPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$191,547AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,025AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$229,572TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$229,572AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,444CashDeemedCharitableAmt
Net Vl Noncharitable Assets$226,128NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$386TaxBasedOnInvestmentIncomeAmt
Total Tax$386TotalTaxAmt
Distributable Before Adj$10,920DistributableBeforeAdjAmt
Distributable Before Ded$10,920DistributableBeforeDedAmt
Distributable As Adjusted$10,920DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$74,828ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$74,828QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,920DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,327ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$66,299ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$89,895ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,315ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$69,726ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$233,562TotalExcessDistributionCyovAmt
Qualifying Distributions$74,828QualifyingDistributionsAmt
Applied To Current Year$10,920AppliedToCurrentYearAmt
Remaining Distri From Corpus$63,908RemainingDistriFromCorpusAmt
Total Corpus$297,470TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,327ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$292,143ExcessDistriCyovToNextYrAmt
Excess From Year4$66,299ExcessFromYear4Amt
Excess From Year3$89,895ExcessFromYear3Amt
Excess From Year2$2,315ExcessFromYear2Amt
Excess From Year1$69,726ExcessFromYear1Amt
Excess From Current Year$63,908ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMitchell M MayContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAL-WOOD EDUCATION CENTER
PO BOX 347JAMESTOWNCO80455N/APCTo support Cal-Wood's programming and scholarship support for low-income households$1,500
GRAND COUNTY PUBLIC SCHOOL
264 S 400 EASTMOABUT84532N/AGOVBEACON afterschool program$8,000
GRAND COUNTY PUBLIC SCHOOL
264 S 400 EASTMOABUT84532N/AGOVTo support ongoing program costs for the Grand Area Mentoring program$5,000
HOPE ALLIANCE
1912 SIDEWINDER DR STE 210PARK CITYUT84060N/APCto support the costs of eye exams, eye care and exclusively partnership with Moab Free Health Clinic$2,500
LA SAL MOUNTAIN ALLIANCE
HC 64 BOX 1610CASTLE VALLEYUT84532N/APCGeneral & Unrestricted$10,000
MOAB COMMUNITY CHILDCARE
360 W 400 NMOABUT84532N/APCMCC's financial support for families and childcare centers$2,000
MOAB FREE HEALTH CLINIC
350 SOUTH MAIN STMOABUT84532N/APCTo support medical care and lab costs for low-income patients$6,000
MOAB HEALTHCARE FOUNDATION INC
PO BOX 607MOABUT84532N/APCTo fund the "Senior Magic Bus" transportation service provided by the Canyonlands Care Center$3,000
MOAB SOLUTIONS INC
602 E CENTER STMOABUT84532N/APCTo support Moab Solutions' emergency and crisis support programs$3,000
MOAB VALLEY HEALTHCARE INC
450 WILLIAMS WAYMOABUT84532N/APCTo support the Center's lifestyle and wellness program for patients with substance use and alcohol use disorders$3,000
MOAB VALLEY MULTICULTURAL CENTER
156 N 100 WMOABUT84532N/APCTo provide crisis services, life skills support, and interpretation/translation services in the Moab Area$6,000
SEEKHAVEN INC
PO BOX 729MOABUT84532N/APCTo sponsor the Puttin' on the Ritz fundraiser event and to raise money to support victims of domestic violence$2,000
SEEKHAVEN INC
PO BOX 729MOABUT84532N/APCTo provide funds for Seekhaven's financial wellness and economic empowerment program$2,000
SKY MIND RETREATS
PO BOX 1171MOABUT84532N/APCTo support Mindfulness in Education's K-12 programmatic costs$3,000
WABISABI INC
160 E 100 SMOABUT84532N/APCWabi Sabi's free community Thanksgiving meal fund$5,000
WELLNESS COLLECTIVE
76 S MAIN ST STE 13MOABUT84532N/APCTo support programmatic and administrative costs associated with Wellness Collective Moab$3,000
YOUTH GARDEN PROJECT
530 S 400 E STMOABUT84532N/APCTo provide programmatic support to the Youth Garden Project$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$67,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$390ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,043ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,360ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,793ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,793TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSTANFORD HEALTH CARESER - 3.31BondNm
EOY Book Value$6,575EOYBookValueAmt
EOYFMV$5,523EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AVANTIS EMERGING MARKETS VALUE$3,204$3,188
AVANTIS EMERGING MKTS EQUITY$4,131$4,292
AVANTIS INTERNATIONAL EQUITY E$13,906$13,992
AVANTIS US EQUITY ETF$13,362$15,121
AVANTIS US SMALL CAP VALUE ETF$4,780$5,213
ISHARES CORE MSCI DEV MKTS ETF$15,000$14,957
ISHARES CORE MSCI EMERGING MAR$5,178$5,379
ISHARES S&P 500 INDEX FD$23,629$46,008

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$45,147StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$41,905StateLocalSecEOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs 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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $67,000. This amount represents 25% or more of the Foundation's net assets of $238,542 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,803$7,803
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$1,021Amt
Net Investment Income$1,021NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2023CategoryTxt
Amt$300Amt

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