BETA

RIVERS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RIVERS FOUNDATION (EIN 27-0167279)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202513189349101896
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)
Return2025-11-14T10:54:40-06:00ReturnTs
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)
EIN270167279EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Rivers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlRIVEBusinessNameControlTxt
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)
PersonPhilip RiversPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-11-10SignatureDt
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$1,363,311FMVAssetsEOYAmt
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$234InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$234InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$67,441DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,441DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$155,319NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,726,225GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$155,319CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$49OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$49OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$223,043TotalRevAndExpnssAmt
Total Net Invst Incm$223,043TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$11,555OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,555OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$571TaxesRevAndExpnssAmt
Taxes Net Invst Incm$171TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$18,143OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$18,143OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,269TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,726TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,143TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$736,551ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$736,551ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$766,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,726TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$754,694TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$543,777ExcessRevenueOverExpensesAmt
Net Investment Income$211,317NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$74,958SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,136SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,136SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,242,308CorporateStockBOYAmt
Corporate Stock EOY$687,793CorporateStockEOYAmt
Corporate Stock EOYFMV$743,360CorporateStockEOYFMVAmt
Other Investments BOY$492,277OtherInvestmentsBOYAmt
Other Investments EOY$525,837OtherInvestmentsEOYAmt
Other Investments EOYFMV$567,815OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,809,543TotalAssetsBOYAmt
Total Assets EOY$1,265,766TotalAssetsEOYAmt
Total Assets EOYFMV$1,363,311TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,809,543RetainedEarningBOYAmt
Retained Earning EOY$1,265,766RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,809,543TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,265,766TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,809,543TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,265,766TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,809,543TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$543,777ExcessRevenueOverExpensesAmt
Subtotal$1,265,766SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,265,766TotNetAstOrFundBalancesEOYAmt

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$1,726,225GrossSalesPriceAmt
Cost Or Other Basis$1,570,906CostOrOtherBasisAmt
Gain Or Loss$155,319GainOrLossAmt
Gains Minus Excess Or Losses$155,319GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$155,319CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,937InvestmentIncomeExciseTaxAmt
Subtotal$2,937SubtotalAmt
Tax Based On Investment Income$2,937TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$940EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,540TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$397TaxDueAmt

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
Philip M Rivers
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Tiffany Rivers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$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$1,213,147AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,958AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$530,844FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,818,949TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,818,949AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,284CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,791,665NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,583MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,583MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,937TaxBasedOnInvestmentIncomeAmt
Total Tax$2,937TotalTaxAmt
Distributable Before Adj$86,646DistributableBeforeAdjAmt
Distributable Before Ded$86,646DistributableBeforeDedAmt
Distributable As Adjusted$86,646DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$754,694ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$754,694QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,646DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$698,682ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$314,882ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$333,159ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$523,998ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,870,721TotalExcessDistributionCyovAmt
Qualifying Distributions$754,694QualifyingDistributionsAmt
Applied To Current Year$86,646AppliedToCurrentYearAmt
Remaining Distri From Corpus$668,048RemainingDistriFromCorpusAmt
Total Corpus$2,538,769TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$698,682ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,840,087ExcessDistriCyovToNextYrAmt
Excess From Year4$314,882ExcessFromYear4Amt
Excess From Year2$333,159ExcessFromYear2Amt
Excess From Year1$523,998ExcessFromYear1Amt
Excess From Current Year$668,048ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPhilip M RiversContributingManagerNm
Contributing ManagerTiffany RiversContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COEUR DU CHRIST ACADEMY INC
618 E WALLACE AVECOEUR D ALENEID83814N/APCGeneral & Unrestricted$30,000
DOMINICAN SMME CORPORATION
4597 WARREN RDANN ARBORMI48105N/APCGeneral & Unrestricted$250,000
FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
PO BOX 17408DENVERCO80217N/APCGeneral & Unrestricted$1,000
ST MICHAEL CATHOLIC HIGH SCHOOL
11732 HIGBEE RDFAIRHOPEAL36532N/APCGeneral & Unrestricted$455,551
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$736,551TotalGrantOrContriPdDurYrAmt

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$234ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,441ExclusionAmt
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$155,319ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION LAWSUIT PROCEEDSDesc
Exclusion01ExclusionCd
Exclusion$49ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$223,043ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$223,043TotalIncomeProducingActyAmt

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 (140 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$1,557$1,589
ACAP STRATEGIC FUND$66,794$108,703
ACCENTURE PLC$1,192$1,319
ADOBE SYSTEMS, INC$1,878$1,519
AIRBNB$1,454$1,262
ALIBABA GROUP HOLDING LTD$253$302
ALLIANZ SE$747$941
ALPHABET INC CL A$1,479$1,881
ALPHABET INC CL C$2,594$3,400
ALTRIA GROUP INC$412$488
AMAZON COM$6,128$7,786
APPLE INC$1,796$1,985
ARTISAN MID CAP FUND ADVISOR S$26,080$24,512
AT&T, INC$613$794
AUTODESK, INC$891$1,183
BANCO SANTANDER CEN$695$944
BANK OF AMERICA CORP$810$1,002
BCE INC$1,238$956
BLOCK INC$362$417
BOEING CO$1,797$1,822
BOUYGUES SA UNSP$746$609
BP PLC SPONSORED ADR$780$658
BRITISH AMERICAN TOBACCO PLC$510$505
BROADCOM INC$748$1,248
CHEVRON CORP$1,120$1,015
CHUBB LIMITED$1,059$1,136
CISCO SYSTEMS INC$873$1,057
CITIGROUP INC$671$868
CK HUTCHISON HLDGS$590$611
COMCAST CORP$1,077$993
CONOCOPHILLIPS$961$773
CONTL AG SPONS ADR$371$329
COSTAR GROUP, INC$600$582
CROWN CASTLE INTL$680$632
DEERE CO$160$208
DEUTSCHE POST AG - OLD$1,002$811
DIAGEO PLC ADS$659$617
DOW INC$1,255$974
DUKE ENERGY CO$919$1,006
ELI LILLY & CO$1,179$1,266
ENEL SOCIETA PER AZI$782$998
EXPEDITORS INTL WASH INC$488$473
EXXON MOBIL CORP$1,048$948
FACTSET RESH SYST INC$429$501
FUJIFILM HOLDINGS ADR NPV$671$740
FUJITSU LTD ADR OTC$803$868
GARTNER INC$559$608
GEN DYNAMICS CP$1,075$1,003
GENUINE PARTS COMPANY$1,147$942
GQG PARTNERS EMERGING MARKETS$17,247$18,647
GSK PLC$954$866
HARRIS ASSOCIATION INVT TRUST$7,457$8,112
HEALTHPEAK PROPERTIES, INC$763$819
HITACHI LTD$491$760
HONDA MOTOR CO LTD$591$572
ILLUMINA INC COM$340$372
IMPERIAL BRANDS PL$580$844
INTUITIVE SURGICAL$366$564
INVESCO DYNAMIC LARGE CAP VALU$35,558$36,457
INVESCO S&P 500 EQUAL WEIGHT E$23,694$24,707
ISHARES MORNINGSTAR MID CAP VA$5,303$6,266
JOHNSON & JOHNSON$1,237$1,191
JOHNSON CONTROLS INTERNATIONAL$820$987
JP MORGAN CHASE$919$1,217
KAO CORP$476$495
KDDI CP UNSP ADR$583$569
KENVUE INC$901$938
KERING UNSPON ADR EA REPR 0.1$683$476
KONINKLIJKE AHOLD DELHAIZE NV$474$492
KONINKLIJKE PHILIPS ELECTRONIC$618$826
LAZARD EMERGING MARKETS CORE E$19,029$19,036
LLOYDS BANKING GROUP PLC$806$892
LOWES COMPANIES INC$734$749
MASTERCARD INC$1,653$2,027
MEDTRONIC PLC$1,021$989
MERCK & CO INC$1,046$915
META PLATFORMS INC$2,496$3,147
MICROSOFT CORP$5,005$5,296
MITSUBISHI ELEC UNSP/ADR$597$751
MONDI PLC ADR$453$324
MONSTER BEVERAGE CORP$959$971
MORGAN STANLEY$727$1,006
MSCI INC$1,321$1,408
NESTLE S.A$421$376
NETFLIX INC$2,759$4,402
NEXTERA ENERGY, INC$1,053$1,123
NIKE INC-CL B$389$388
NOVARTIS AG ADR$1,846$1,873
NOVO NORDISK A S$1,644$1,354
NVIDIA CORP$2,281$4,021
OAKMARK INTERNATIONAL FUND$19,969$19,009
OPPENHEIMER INTL GROWTH FUND Y$23,160$18,636
ORACLE CORP$3,774$4,273
PAYCOM SOFTWARE$614$707
PAYPAL HOLDINGS, INC$285$386
PFIZER INC$960$988
PHILIP MORRIS INTL$877$1,110
PIMCO SHORT TERM FUND P$12,753$12,886
PRUDENTIAL TOTAL RETURN BD FD$151,973$149,956
QUALCOMM INC$1,118$1,029
RAYTHEON TECHNOLOGIES CORP$788$880
REGENERON PHARMACEUTICALS INC$735$771
ROCHE HOLDING LTD ADR$551$561
SALESFORCE.COM$1,121$1,368
SANOFI-AVENTIS SPONSORED ADR$749$757
SECOM CO LTD ADR OTC$507$500
SEI INVESTMENTS$399$523
SERVICE NOW$1,461$2,096
SHELL ADR EACH REPRESENTING 2$577$769
SHOPIFY INC$1,910$2,961
SIEMENS AG$788$823
SINGAPORE TELE ADR$355$436
SNAM SPA ADR$898$823
SONY GROUP CORP$622$961
SSE PLC SPON ADR$851$813
STARBUCKS CORP COM$514$594
TARGET CORPORATION$879$838
TESCO PLC S ADR$161$205
TESLA MOTORS INC$1,401$3,616
THERMO FISHER SCIENTIFIC INC$2,247$2,081
THORNBURG LIMITED TERM INCOME$150,145$150,841
TOYOTA INDUSTRIES CORPORATION$523$646
TRAVELERS COMPANIES INC$508$564
TRUIST FINANCIAL CORPORATION$705$814
UNILEVER PLC AMER$730$830
UNITED OVRSEAS BK LTD ADR$727$964
UNITED PARCEL SERVICE$871$761
UNITEDHEALTH GROUP INC$676$716
UPM KYMMENE CORP$151$130
VERTEX PHARMCTLS INC$988$1,026
VICI PROPERTIES INC$819$824
VINCI SA ADR$578$508
VISA INC$3,763$4,505
WALT DISNEY HOLDINGS CO$1,064$1,121
WH GROUP LIMITED SPON ADR EACH$431$507
WORKDAY INC$1,461$1,597
WPP PLC$578$629
YUM BRANDS INC$377$380
YUM CHINA HOLDINGS INC$117$132
ZOETIS INC$1,557$1,500

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemIRONWOOD MULTI-STRATEGY LLCCategoryOrItemTxt
Book Value$525,837BookValueAmt
EOYFMV$567,815EOYFMVAmt

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 $736,551. This amount represents 25% or more of the Foundation's net assets of $1,961,591 (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$18,118$18,118
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescClass Action Lawsuit ProceedsDesc
Revenue And Expenses Per Books$49RevenueAndExpensesPerBooksAmt
Net Investment Income$49NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$11,555Amt
Net Investment Income$11,555NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2024$400
Foreign Tax Paid$171$171

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