OSPREY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: OSPREY FOUNDATION INC (EIN 14-1862154)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202543179349101309
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Expenditure Responsibility Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T07:55:41-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	830564535	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRENCH SHEPLEY & STRONG LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	11350 MCCORMICK RD EP 3 STE 300	AddressLine1Txt
City	HUNT VALLEY	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21031	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	141862154	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE OSPREY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	OSPR	BusinessNameControlTxt
Phone	4103377575	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 WEST PENNSYLVANIA AVE 800	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM CLARKE	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4103377575	PhoneNum
Signature	2025-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LISA STRONG	PreparerPersonNm
PTIN	P01011712	PTIN
Phone	4433918580	PhoneNum
Preparation	2025-11-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$35,823,700	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	$1,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,830	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,830	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$887,791	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$887,791	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,467,093	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$10,758,987	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,467,093	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$458,389	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$407,034	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,817,103	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,765,748	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$390,371	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$390,371	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$278,161	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$278,161	OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss	$14,375	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$14,375	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$15,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$15,300	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$964,713	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$554,906	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$409,807	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$127,397	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$83,569	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$18,828	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$59,921	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$59,921	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,850,238	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$638,475	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,186,763	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,077,046	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,077,046	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,927,284	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$638,475	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,263,809	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$4,110,181	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,127,273	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$709,032	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$738,224	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$738,224	SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl	$2,600,000	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$1,850,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$2,600,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$2,600,000	OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY	$11,751,516	CorporateStockBOYAmt
Corporate Stock EOY	$9,059,348	CorporateStockEOYAmt
Corporate Stock EOYFMV	$10,516,311	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$2,044,830	CorporateBondsBOYAmt
Corporate Bonds EOY	$951,735	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$693,859	CorporateBondsEOYFMVAmt
Other Investments BOY	$18,168,649	OtherInvestmentsBOYAmt
Other Investments EOY	$17,188,099	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$21,236,347	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$158,530	OtherAssetsBOYAmt
Other Assets EOY	$38,959	OtherAssetsEOYAmt
Other Assets EOYFMV	$38,959	OtherAssetsEOYFMVAmt
Total Assets BOY	$34,682,557	TotalAssetsBOYAmt
Total Assets EOY	$30,576,365	TotalAssetsEOYAmt
Total Assets EOYFMV	$35,823,700	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$94,500	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$98,538	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$94,500	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$98,538	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$47,891,637	CapitalStockBOYAmt
Capital Stock EOY	$47,891,637	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$13,303,580	RetainedEarningBOYAmt
Retained Earning EOY	-$17,413,810	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$34,588,057	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$30,477,827	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$34,682,557	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$30,576,365	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$34,588,057	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$4,110,181	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$30,477,876	SubtotalAmt
Other Decreases	$49	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$30,477,827	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$9,269,877	$8,049,096	$1,220,781	$1,220,781
PUBLICLY TRADED SECURITIES	P	$1,205,145	$1,242,798	-$37,653	-$37,653
FROM PASSTHROUGH ENTITIES	P	$121,157		$121,157	$121,157
WMS WASHINGTON FUND LLC	P	$3,667		$3,667	$3,667
CAPITAL GAINS DIVIDENDS	P	$159,141		$159,141	$159,141

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,467,093	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$29,569	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$29,569	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$29,569	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$66,173	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$20,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$86,173	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$56,604	OverpaymentAmt
Applied To ES Tax	$56,604	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MD	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	WWW.OSPREYFDN.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4103377575	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 WEST PENNSYLVANIA AVE 800	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
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	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
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 (3 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
WILLIAM CLARKE
C/O 1 WEST PENNSYLVANIA AVE	TOWSON	MD	21204	PRESIDENT	10.00	$0	$0	$0
LOUIS BOORSTIN
C/O 1 WEST PENNSYLVANIA AVE	TOWSON	MD	21204	MANAGING DIRECTOR	40.00	$390,371	$0	$0
STEVEN SCOLARI
C/O 1 WEST PENNSYLVANIA AVE	TOWSON	MD	21204	SEC/TREASURER	1.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
SUSAN DUNDON
1956 BRENTWOOD ROAD	NORTHBROOK	IL	60062	DIRECTOR	40.00	$220,004	$0	$0
LAUREN PATRICK
66 SPRING ST	MARION	MA	02738	PROGRAM OFFICER	40.00	$58,157	$0	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
ARABELLA ADVISORS
1201 CONNECTICUT AVE NW	WASHINGTON	DC	20036	MONITOR, EVALUATE AND TRACK GRANTS	$323,170
WMS PARTNERS LLC
1 WEST PENNSYLVANIA AVE	TOWSON	MD	21204	INVESTMENT MANAGEMENT	$267,668

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION PROVIDES CONTRIBUTIONS AND GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS WHICH ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES - SEE LIST OF RECIPIENTS.	Description1Txt
Expenses1	$0	Expenses1Amt

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	$38,029,438	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$724,500	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$38,959	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$38,792,897	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$38,792,897	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$581,893	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$38,211,004	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,910,550	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,910,550	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$29,569	TaxBasedOnInvestmentIncomeAmt
Income Tax	$2,087	IncomeTaxAmt
Total Tax	$31,656	TotalTaxAmt
Distributable Before Adj	$1,878,894	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,878,894	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,878,894	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,263,809	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,263,809	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,878,894	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,385,795	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,860,549	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,390,018	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$6,285,019	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,750,002	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$17,671,383	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,263,809	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,878,894	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$5,384,915	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$23,056,298	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	$2,385,795	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$20,670,503	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,860,549	ExcessFromYear4Amt
Excess From Year3	$2,390,018	ExcessFromYear3Amt
Excess From Year2	$6,285,019	ExcessFromYear2Amt
Excess From Year1	$4,750,002	ExcessFromYear1Amt
Excess From Current Year	$5,384,915	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WILLIAM CLARKE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Address Line2RecipientUSAddress/AddressLine2Txt
ACUMEN FUND INC
40 WORTH STREET RM 303	NEW YORK	NY	10013	PC	ENERGY ACCESS FOR THE HARDEST TO REACH	$250,000
BURN DESIGN LAB
18850 103RD AVE SW	VASHON	WA	98070	PC	CLEAN COOKSTOVE DEVELOPMENT	$187,000
CEDEPCA USA
PO BOX 920243	NORCROSS	GA	30010	PC	BIBLICAL, THEOLOGICAL AND PASTORAL TRAINING PROGRAMS	$75,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVE	ANNAPOLIS	MD	21403	PC	WATER RESOURCES	$75,000
CONTAINER BASED SANITATION ALLIANCE (CBSA)
				NC: FOREIGN EXEMPT	AFFORDABLE, SAFE AND DIGNIFIED SANITATION	$100,000	87 NEWINGTON INDUSTRIAL ESTATE	LONDON	UK
FOCUSING PHILANTHROPY INC
1637 16TH STREET	SANTA MONICA	CA	90404	PC	WATER FOR PEOPLE RAWANDA AND CLEAN WATER FOR CLINICS AND SCHOOLS	$403,325
FRONTIER FINANCE SOLUTIONS BV(CARDONA)
				NC: FOREIGN EXEMPT	HEALTH AND GENDER BENEFITS	$500,000	MAURITSKADE 63	AMSTERDAM	NL
IMA WORLD HEALTH
1730 M STREET NW 1100	WASHINGTON	DC	20036	PC	CLEAN COOKING	$195,874
INSTITUTE FOR ISLAMIC CHRISTIAN JEWISH STUDIES (ICJS)
956 DULANEY VALLEY RD	TOWSON	MD	21204	PC	PUBLIC POLICY	$25,000
INTERFAITH AMERICA
141 W JACKSON BOULEVARD	CHICAGO	IL	60607	PC	PUBLIC POLICY	$200,000
IRC INTERNATIONAL WATER AND SANITATION
				NC: FOREIGN EXEMPT	AGENDA FOR CHANGE, HONDURAS AND OTHER PROGRAMS	$700,000	2513 AM THE HAGUE		NL
JOHNS HOPKINS UNIVERSITY
6225 SMITH AVENUE	BALTIMORE	MD	21209	PC	WATER INSTITUTE - ASSESS HOUSEHOLD WATER USE AND HEALTH OUTCOMES NAVAJO NATION	$400,000
ON BEING PROJECT
1619 HENNEPIN AVE SOUTH	MINNEAPOLIS	MN	55403	PC	PUBLIC POLICY	$150,000
SAHA GLOBAL
151W 28TH STREET UNIT 7W	NEW YORK	NY	10001	PC	GENERAL OPERATING SUPPORT	$100,000
SPLASH INTERNATIONAL
7511 GREENWOOD AVE N	SEATTLE	WA	98103	PC	CLEAN WATER AND SANITATION	$14,000
UNC SCHOOL OF GLOBAL PUBLIC HEALTH
PO BOX 208	CHAPEL HILL	NC	27514	PC	WATER INSTITUTE CONFERENCE	$50,000
UNICEF USA
125 MAIDEN LANE	NEW YORK	NY	10038	PC	ADVOCACY AND COMMUNICATIONS	$50,000
UNITED NATIONS FOUNDATION
1750 PENNSYLVANIA AVENUE NW SUITE	WASHINGTON	DC	20006	PC	CLEAN COOKING ALLIANCE	$790,000				300
UPTIME GLOBAL
				NC: FOREIGN EXEMPT	PILOTING WATER SAFETY INCENTIVES WASH SECTOR	$425,000	THREE BRDIGES	WEST SUSSEX	UK
WATER & SANITATION FOR URBAN POPULATIONS (WSUP)
				NC: FOREIGN EXEMPT	SYSTEMS CHANGE	$100,000	124 CITY ROAD	LONDON	UK
WATERAID AMERICA INC
233 BROADWAY 2705	NEW YORK	NY	10279	PC	CLEAN WATER AND HYGIENE SYSTEMS CHANGE	$300,000
WELL FOR THE JOURNEY INC
120 W SEMINARY AVE	LUTHERVILLE	MD	21093	PC	FAITH BASED PERSONAL DEVELOPMENT	$100,000
WORLD HEALTH ORGANIZATION
				NC: FOREIGN EXEMPT	ADVOCACY AND COMMUNICATIONS	$114,130	AVENUE APPIA 20	GENEVA	SZ
SANERGY INC
28 PARK STREET NO 3	BROOKLINE	MA	02446	PC	CONTAINER BASED SANITATION	$72,717
BURN MANUFACTURING
18850 103RD AVE SW	VASHON	WA	98070	NC: US NON-EXEMPT	CLEAN COOKSTOVE MANUFACTURING AND DISTRIBUTION	$200,000
JOHNS HOPKINS UNIVERSITY
6225 SMITH AVENUE	BALTIMORE	MD	21209	PC	WATER INSTITUTE - LEGIONELLA RESEARCH	$150,000
JOHNS HOPKINS UNIVERSITY
6225 SMITH AVENUE	BALTIMORE	MD	21209	PC	CONDUCT WATER SURVEY DINE HOUSEHOLDS NAVAJO NATION	$350,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,077,046	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	$3,830	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$887,791	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$407,034	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,467,093	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
FROM K-1: WMS INCOME OPP FUND B	900001	$835
FROM K-1: MILLER'S SQUARE INVESTMENT	531120	$50,520

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$51,355	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,765,748	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,817,103	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1	LineNumberTxt
Relationship Statement	NOT APPLICABLE	RelationshipStatementTxt

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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM CLARKE	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	13 CHESTERFIELD COURT	AddressLine1Txt
City	MONKTON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21031	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$15,300	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$15,300	DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BURN MANUFACTURING	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18850 103RD AVE SW	AddressLine1Txt
City	VASHON	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98070	ZIPCd

Field	Value	IRS element (for citing)
Grant	2024-05-10	GrantDt
Grant	$200,000	GrantAmt
Purpose Of Grant	RESEARCH AND DESIGN OF COOKSTOVE TO INCLUDE A RECHARGEABLE BATTERY THAT POWERS THE PCB AND ALLOWS FOR USAGE TRACKING FUNCTIONALITIES FOR DATA COLLECTION; DASHBOARD DEVELOPMENT FOR ANALYZING USAGE DATA; PILOTING 400 TEG STOVES IN KENYA AND MALAWAI INCLUDING CREATION OF SALES AND DISTRIBUTION NETWORK TO ENSURE LAST-MILE DELIVERY AND ON-SITE INSTALLATION AND USER TRAINING; MONITOR STOVE USAGE TO GATHER USER FEEDBACK FOR PRODUCT DEVELOPMENTS	PurposeOfGrantTxt
Expended By Grantee	$108,164	ExpendedByGranteeAmt
Any Diversion By Grantee	NO DIVERSION OF FUNDS	AnyDiversionByGranteeTxt
Dates Of Reports By Grantee	AUGUST 2024 THROUGH MARCH 2025	DatesOfReportsByGranteeTxt
Verification	2025-08-13	VerificationDt
Results Of Verification	HOUSEHOLDS REPORT FASTER COOKING TIMES, LOWER FUEL CONSUMPTION, AND SIGNIFICANTLY REDUCED SMOKE EXPOSURE, CONTRIBUTING TO BETTER HEALTH AND TIME SAVINGS. DATA INDICATES 30% PLUS FIREWOOD SAVINGS PER HOUSEHOLD. LOCAL AGENT RECRUITMENT HAS STRENGTHENED GENDER INCLUSION WITH INCREASED PARTICIPATION OF WOMEN AND EXPANDED YOUTH EMPLOYMENT IN STOVE SALES AND DISTRIBUTION. THE PROJECT HAS STIMULATED COMMUNITY AND MARKET INTEREST IN HYBRID ENERGY STOVE MODELS, CREATING PATHWAYS FOR FUTURE INNOVATION AND SCALE.	ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORBYN INVESTMENTS BOND ACCOUNT	BondNm
EOY Book Value	$951,735	EOYBookValueAmt
EOYFMV	$693,859	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCKS AND MUTUAL FUNDS SCHWAB	StockNm
EOY Book Value	$9,059,348	EOYBookValueAmt
EOYFMV	$10,516,311	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (27 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AG CS HOLDINGS FUND II LP	AT COST	$587,045	$637,084
AG CS HOLDINGS FUND LP	AT COST	$279,459	$323,612
CAMPBELL ABSOLUTE RETURN FUND LLC	AT COST	$1,568,763	$1,568,147
CR MT PLEASANT CO-INVEST LP	AT COST	$878,070	$1,415,282
CR OPPORTUNISTIC RETAIL FUND I	AT COST	$687,727	$750,800
FPA WHITEHAWK III ONSHORE FUND	AT COST	$501,303	$403,193
GOLUB CAPITAL PARTNERS GEMS	AT COST	$471,515	$594,227
KAWISAFI VENTURES LTD	AT COST	$747,539	$861,054
MAP HERITAGE FUND, LP	AT COST	$585,369	$379,048
PANCO STRATEGIC REAL ESTATE FUND IV-R LP	AT COST	$966,440	$2,323,717
PANCO STRATEGIC REAL ESTATE FUND V-R	AT COST	$959,872	$937,771
PERCEPTIVE CREDIT OPPOR FUND III LP	AT COST	$377,196	$387,733
PERCEPTIVE CREDIT OPPOR FUND IV LP	AT COST	$560,664	$547,195
PERIMETER CONSULTING SERVICES COLLECTIVE	AT COST	$37,379	$37,379
PROOF FUND II LP	AT COST	$611,114	$877,222
RESTAURANT PRODUCE AND SERVICES COLLECTIVE	AT COST	$113,170	$113,170
ROCK SPRINGS CAPITAL FUND LP	AT COST	$1,000,000	$1,528,173
SPARK + AFRICA FUND SCSP	AT COST	$436,000	$436,000
STEPSTONE VC SECONDARIES FUND IV LP	AT COST	$905,417	$1,243,320
STEPSTONE VC SECONDARIES FUND V LP	AT COST	$868,866	$1,072,147
STEPSTONE VC SPV (AV IV) LP	AT COST	$524,268	$841,759
STERLING CUTTER COLLECTIVE VEHICLE, LP	AT COST	$100,928	$100,928
STERLING INVESTMENT PARTNERS IV	AT COST	$86,507	$415,094
STERLING PURE COLLECTIVE VEHICLE LP	AT COST	$100,357	$100,357
STRUCTURED SETTLEMENTS	AT COST	$1,640,998	$1,643,425
WATERCREDIT INVEST FUND 3 LP	AT COST	$1,215,581	$1,196,446
WMS FUNDS	AT COST	$376,552	$502,064

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$14,375	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$14,375	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FOREIGN TAX WITHOLDINGS RECOVERABLE	$60,456	$0	$0
DISTRIBUTIONS RECEIVABLE	$25,314	$38,959	$38,959
SALES PROCEEDS RECEIVABLE	$72,760	$0	$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NON DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES	Desc
Amt	$49	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY	$22,507	$0	$22,507
INSURANCE	$675	$0	$675
PAYROLL PROCESSING FEES	$6,084	$0	$6,084
MEMBERSHIP DUES	$8,160	$0	$8,160
OFFICE AND ADMINISTRATIVE EXPENSES	$22,495	$0	$22,495

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
ORDINARY INCOME FROM PASSTHROUGH ENTITIES	$300,416	$300,416	$300,416
AG CREDIT SOLUTIONS IIA - PFIC INCOME	$45,564	$45,564	$45,564
PFIC INCOME FROM GEM 5	$61,054	$61,054	$61,054
FROM K-1: WMS INCOME OPP FUND B	$835		$835
FROM K-1: MILLER'S SQUARE INVESTMENT	$50,520		$50,520

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	MILLERS SQUARE DEFICIT CAPITAL	Desc
BOY Book Value	$94,500	BOYBookValueAmt
EOY Book Value	$98,538	EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)

Insider RelationshipInsiderRelationshipTxt	Loan OriginalLoanOriginalAmt	Balance DueBalanceDueAmt	NoteNoteDt	Loan MaturityLoanMaturityDt	Repayment TermsRepaymentTermsTxt	InterestInterestRt	Security Provided BorrowerSecurityProvidedBorrowerTxt	Loan PurposeLoanPurposeTxt	Lender ConsiderationLenderConsiderationDesc	Consideration FMVConsiderationFMVAmt
AZURE SOURCE CAPITAL
NONE	$250,000	$500,000	2023-08	2028-03	INTEREST ONLY	3.000000000000	NONE	UPGRADE AND EXPAND WATER SERVICES IN UNDERSERVED COMMUNITIES IN EL SALVADOR	NONE	$0
WORKING CAPITAL FOR COMMUNITY NEEDS
NONE	$500,000	$500,000	2012-07	2025-07	INTEREST ONLY	3.500000000000	NONE	ACCESS TO CAPITAL LOW-INCOME ENTREPRENEURS IN LATIN AMERICA	NONE	$0
PRO MUJER INC
NONE	$600,000	$600,000	2022-12	2027-12	INTEREST ONLY	3.000000000000	NONE	ADVANCEMENT OF WOMEN IN LATIN AMERICA	NONE	$0
VITA GREEN IMPACT PROGRAMME
NONE	$500,000	$500,000	2023-03	2028-03	INTEREST ONLY	6.500000000000	NONE	SUSTAINABLE ENERGY,WATER & FORESTY SOLUTIONS AFRICA		$0
SANERGY INC
NONE	$500,000	$500,000	2024-10	2027-10	INTEREST ONLY	3.000000000000	NONE	DEVELOPMENT OF AGRICULTURAL PRODUCTS USING A CIRCULAR APPROACH TO RECYCLING		$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES WMS PARTNERS	$267,668	$267,668	$0
PHILANTHROPIC CONSULTING ARABELLA ADVISORS	$323,170	$0	$323,170
INVESTMENT FEES CORBYN	$7,559	$7,559	$0
PORTFOLIO DEDUCTIONS PASSTHROUGH ENTITIES	$279,679	$279,679	$0
PHILANTHROPIC CONSULTING AQUACONSULT LTD	$21,800	$0	$21,800
PHILANTHROPIC CONSULTING FRONTIER FINANCE	$35,000	$0	$35,000
CONSULTING OTHER	$29,837	$0	$29,837

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$83,569	$83,569	$0
PAYROLL TAXES	$18,828	$0	$18,828
EXCISE TAXES	$25,000	$0	$0

OSPREY FOUNDATION INC: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

US Address USAddress

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (27 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

Comments