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BUR OAK FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BUR OAK FOUNDATION (EIN 86-1247291)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-30
IRS object ID
202543039349101119
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)
Return2025-10-30T12:17:33-05:00ReturnTs
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)
EIN861247291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bur Oak FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBUROBusinessNameControlTxt
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)
PersonJames C DreyfousPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-10-22SignatureDt
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$2,221,319FMVAssetsEOYAmt
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$1,613InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,613InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,041DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,041DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$44,544NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,693,626GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$5,890TotalRevAndExpnssAmt
Total Net Invst Incm$38,654TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$11,326OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,326OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$16,999OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,999OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,625TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,326TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,999TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$749,483ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$749,483ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$778,108TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,326TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$766,482TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$783,998ExcessRevenueOverExpensesAmt
Net Investment Income$27,328NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,972SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,566SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,566SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,640,016CorporateStockBOYAmt
Corporate Stock EOY$1,877,424CorporateStockEOYAmt
Corporate Stock EOYFMV$2,207,753CorporateStockEOYFMVAmt
Total Assets BOY$2,674,988TotalAssetsBOYAmt
Total Assets EOY$1,890,990TotalAssetsEOYAmt
Total Assets EOYFMV$2,221,319TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,674,988RetainedEarningBOYAmt
Retained Earning EOY$1,890,990RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,674,988TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,890,990TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,674,988TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,890,990TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,674,988TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$783,998ExcessRevenueOverExpensesAmt
Subtotal$1,890,990SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,890,990TotNetAstOrFundBalancesEOYAmt

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$1,693,626GrossSalesPriceAmt
Cost Or Other Basis$1,738,170CostOrOtherBasisAmt
Gain Or Loss-$44,544GainOrLossAmt
Gains Minus Excess Or Losses-$44,544GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$44,544CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$380InvestmentIncomeExciseTaxAmt
Subtotal$380SubtotalAmt
Tax Based On Investment Income$380TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$62EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$462TotalPaymentsAndCreditsAmt
Overpayment$82OverpaymentAmt
Applied To ES Tax$82AppliedToESTaxAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
James C Dreyfous
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Treas1.0$0$0$0
Brooke D Peel
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec1.0$0$0$0
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$2,527,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,944AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,560,663TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,560,663AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,410CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,522,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,113MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,113MinimumInvestmentReturnAmt
Tax Based On Investment Income$380TaxBasedOnInvestmentIncomeAmt
Total Tax$380TotalTaxAmt
Distributable Before Adj$125,733DistributableBeforeAdjAmt
Distributable Before Ded$125,733DistributableBeforeDedAmt
Distributable As Adjusted$125,733DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$766,482ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$766,482QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,733DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$629,802ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$537,357ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$815,720ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,982,879TotalExcessDistributionCyovAmt
Qualifying Distributions$766,482QualifyingDistributionsAmt
Applied To Current Year$125,733AppliedToCurrentYearAmt
Remaining Distri From Corpus$640,749RemainingDistriFromCorpusAmt
Total Corpus$2,623,628TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,623,628ExcessDistriCyovToNextYrAmt
Excess From Year3$629,802ExcessFromYear3Amt
Excess From Year2$537,357ExcessFromYear2Amt
Excess From Year1$815,720ExcessFromYear1Amt
Excess From Current Year$640,749ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALLET WEST
52 W 200 SSALT LAKE CTYUT84101N/APCGeneral & Unrestricted$10,000
BALLET WEST
52 W 200 SSALT LAKE CTYUT84101N/APCCharitable Event$10,000
BONEFISH & TARPON TRUST INC
2937 SW 27TH AVE STE 203MIAMIFL33133N/APCFor work being done in Belize$25,000
COMMUNITY FOUNDATION OF OYSTER BAY INC
PO BOX 329OYSTER BAYNY11771N/APCGeneral & Unrestricted$1,500
CONSERVE UTAH VALLEY
462 E 800 NOREMUT84097N/APCFor Grow the Flow and Rachel Wood fund$11,983
CONSERVE UTAH VALLEY
462 E 800 NOREMUT84097N/APCGrow the Flow fund$50,000
FRIENDS OF NASSAU COUNTY BAILEY ARBORETUM
194 BAYVILLE RDLOCUST VALLEYNY11560N/APCGeneral & Unrestricted$1,000
GLEN COVE BOYS AND GIRLS CLUB AT LINCOLN HOUSE INC
113 GLEN COVE AVEGLEN COVENY11542N/APCGeneral & Unrestricted$5,000
GREAT BASIN WATER NETWORK INC
PO BOX 75BAKERNV89311N/APCGeneral & Unrestricted$50,000
HORSE NATION INC
18381 GOLDENWEST STHUNTINGTN BCHCA92648N/APCGeneral & Unrestricted$25,000
HUNTINGTON BEACH TREE SOCIETY INC
16632 WELLINGTON CIRHUNTINGTN BCHCA92649N/APCGeneral & Unrestricted$5,000
HUNTSMAN CANCER FOUNDATION
500 S HUNTSMAN WAYSALT LAKE CTYUT84108N/ASO III FICancer research led by Dr. Neeraj Agarwal$100,000
LOVE MY NEIGHBOR FOUNDATION
6535 LANKERSHIM BLVD UNIT 9821N HOLLYWOODCA91609N/APCGeneral & Unrestricted$7,500
NATIONAL AIDS MEMORIAL INC
PO BOX 2270SAN FRANCISCOCA94126N/APCGeneral & Unrestricted$10,000
NORTH SHORE LAND ALLIANCE INC
PO BOX 658OYSTER BAYNY11771N/APCGeneral & Unrestricted$1,000
O2 UTAH FOUNDATION
357 S 200 E STE 312SALT LAKE CTYUT84111N/APCGeneral & Unrestricted$25,000
PEOPLE LOVING PEOPLE INCORPORATED
123 AUDREY AVEOYSTER BAYNY11771N/APCGeneral & Unrestricted$1,500
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
700 EXCHANGE STMIDDLEBURYVT05753N/APCSeizing Opportunities Expendable Fund$150,000
RECOVERY GROUP
901 W BAXTER DRSOUTH JORDANUT84095N/APCGeneral & Unrestricted$10,000
SALT LAKE TRIBUNE INC
90 S 400 W STE 600SALT LAKE CTYUT84101N/APCGreat Salt Lake Collaborative fund$10,000
STUDENT DIPLOMACY CORPS INC
424 W 54TH STNEW YORKNY10019N/APCGeneral & Unrestricted$30,000
SYA FOUNDATION
2892 N BELLFLOWER BLVD STE 413LONG BEACHCA90815N/APCGeneral & Unrestricted$50,000
THE NATURE CONSERVANCY IN UTAH
559 E S TEMPLESALT LAKE CITYUT84102N/APCGeneral & Unrestricted$100,000
UNIVERSITY OF UTAH
PO BOX 58006SALT LAKE CITYUT84158N/APCThe Stegner Center's Great Salt Lake Project$50,000
UTAH FOOD BANK
3150 S 900 WSALT LAKE CITYUT84119N/APCFor "Meal Makers" fund$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$749,483TotalGrantOrContriPdDurYrAmt

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$1,613ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,041ExclusionAmt
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-$44,544ExclusionAmt
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-$5,890ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$5,890TotalIncomeProducingActyAmt

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 Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN BEACON THE LONDON CO$129,498$121,466
EDGEWOOD GROWTH FUND INSTI$101,919$115,850
FULLER & THALER BEHAVIORAL SMA$107,277$123,259
INVESCO OPPENHEIMER DEVELOPING$122,410$97,205
ISHARES CORE MSCI EAFE ETF$100,570$110,320
VANGUARD FTSE DEVELOPED MARKET$115,379$112,644
VANGUARD GROWTH ETF$295,648$441,214
VANGUARD S&P 500 ETF$362,761$434,779
VANGUARD TOTAL WORLD STK INDEX$184,213$233,268
VANGUARD VALUE ETF$357,749$417,748

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 $749,483. This amount represents 25% or more of the Foundation's net assets of $2,570,037 (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 (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$16,721$16,721
Postage/Delivery Service$253$253
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$11,326Amt
Net Investment Income$11,326NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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