SCOTT AND NANCY ATHERTON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT AND NANCY ATHERTON FOUNDATION (EIN 46-3293989)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-24
- IRS object ID
- 202642059349100414
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-24T14:32:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463293989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scott and Nancy Atherton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Atherton | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $966,909 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $398 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $398 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,145 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,799 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,447 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $757 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,181 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $687,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $676,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $941,728 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $707,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $701,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $966,909 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $707,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $701,802 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $707,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $701,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $707,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $701,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $707,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,834 | ExcessRevenueOverExpensesAmt |
| Subtotal | $701,802 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $701,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $89,018 | GrossSalesPriceAmt |
| Cost Or Other Basis | $67,873 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,145 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,145 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,145 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $519 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $519 | SubtotalAmt |
| Tax Based On Investment Income | $519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81 | OverpaymentAmt |
| Applied To ES Tax | $81 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Austin Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Nancy Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 8.0 | $0 | $0 | $0 |
| Paige Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Reid Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Scott Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 8.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $910,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $925,660 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $925,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $911,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $519 | TotalTaxAmt |
| Distributable Before Adj | $45,070 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,070 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,070 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $41,103 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,070 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,956 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $41,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,956 | AppliedToYear1Amt |
| Applied To Current Year | $147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $44,923 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Nancy Atherton | ContributingManagerNm |
| Contributing Manager | Scott Atherton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 36240 | ALBUQUERQUE | NM | 87176 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| PO BOX 840692 | DALLAS | TX | 75284 | N/A | PC | RESEARCH fund | $500 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2700 SW FREEWAY | HOUSTON | TX | 77098 | N/A | PC | General & Unrestricted | $1,000 |
| AMIGOS FOR CHRIST | |||||||
| 268 W MAIN ST | BUFORD | GA | 30518 | N/A | PC | General & Unrestricted | $250 |
| AUSTIN HATCHER FOUNDATION FOR PEDIATRIC CANCER | |||||||
| 1705 S HOLTZCLAW AVE | CHATTANOOGA | TN | 37404 | N/A | PC | Five for Ten Program | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR THE HOMELESS INC | |||||||
| 813 S MICHIGAN ST | SOUTH BEND | IN | 46601 | N/A | PC | General & Unrestricted | $250 |
| CHERRYLAND HUMANE SOCIETY | |||||||
| 1750 AHLBERG DR | TRAVERSE CITY | MI | 49696 | N/A | PC | General & Unrestricted | $250 |
| CHILDRENS MIRACLE NETWORK | |||||||
| 205 W 700 S | SALT LAKE CTY | UT | 84101 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED | |||||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | N/A | PC | General & Unrestricted | $200 |
| COMMUNITY COMMUNICATIONS INC | |||||||
| 11510 E COLONIAL DR | ORLANDO | FL | 32817 | N/A | PC | General & Unrestricted | $500 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST SUITE 230 | WELLESLEY HILLS | MA | 02481 | N/A | PC | Research the Cure | $500 |
| FLAGLER HUMANE SOCIETY INC | |||||||
| 1 SHELTER DR | PALM COAST | FL | 32137 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF THE SLEEPING BEAR DUNES | |||||||
| PO BOX 545 | EMPIRE | MI | 49630 | N/A | PC | General & Unrestricted | $350 |
| GLEANERS FOOD BANK OF INDIANA INC | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | N/A | PC | General & Unrestricted | $1,000 |
| GLEN ARBOR ARTS CENTER | |||||||
| PO BOX 305 | GLEN ARBOR | MI | 49636 | N/A | PC | General & Unrestricted | $250 |
| GLEN LAKE ASSOCIATION INC | |||||||
| PO BOX 551 | GLEN ARBOR | MI | 49636 | N/A | PC | General & Unrestricted | $500 |
| HUMANE SOCIETY FOR HAMILTON COUNTY INC | |||||||
| 10501 HAGUE RD | FISHERS | IN | 46038 | N/A | PC | General & Unrestricted | $250 |
| INDIANAPOLIS ZOOLOGICAL SOCIETY INC | |||||||
| 1200 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | N/A | PC | General & Unrestricted | $500 |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | N/A | PC | General & Unrestricted | $500 |
| JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION | |||||||
| 500 N MERIDIAN ST STE 100 | INDIANAPOLIS | IN | 46204 | N/A | PC | General & Unrestricted | $500 |
| KIDNEY CANCER ASSOCIATION | |||||||
| PO BOX 676226 | DALLAS | TX | 75267 | N/A | PC | Research for the cure | $300 |
| LEELANAU CHRISTIAN NEIGHBORS INC | |||||||
| PO BOX 196 | LAKE LEELANAU | MI | 49653 | N/A | PC | General & Unrestricted | $500 |
| LEELANAU CONSERVANCY | |||||||
| 105 N FIRST ST PO BOX 1007 | LELAND | MI | 49654 | N/A | PC | Sugar Loaf fund | $1,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DR STE 860 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $500 |
| MARCH OF DIMES INC | |||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $500 |
| MAYO CLINIC | |||||||
| PO BOX 4007 | ROCHESTER | MN | 55903 | N/A | PC | General & Unrestricted | $1,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $500 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $500 |
| MOTORSPORTS MUSEUM & HALL OF FAME OF AMERICA FOUND | |||||||
| 1801 W INTERNATIONAL SPEEDWAY BLVD | DAYTONA BEACH | FL | 32114 | N/A | PC | General & Unrestricted | $5,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $500 |
| NEW SMYRNA BEACH POLICE FOUNDATION INC | |||||||
| 1331 SAXON DR 119 | NEW SMYRNA BEACH | FL | 32169 | N/A | PC | Charitable Event | $250 |
| NEWFIELDS INC | |||||||
| 4000 MICHIGAN RD | INDIANAPOLIS | IN | 46208 | N/A | PC | General & Unrestricted | $250 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| RAINFOREST ALLIANCE INC | |||||||
| 298 5TH AVE 7TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $500 |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC | |||||||
| 411 MERCY DR | ORLANDO | FL | 32805 | N/A | PC | General & Unrestricted | $1,000 |
| SMILE TRAIN INC | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| ST ELIZABETH ANN SETON CATHOLIC CHURCH | |||||||
| 4600 BELLE TERRE PKWY | PALM COAST | FL | 32164 | N/A | PC | Mother Seton Outreach Ministry / Providing to our Community | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $500 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $1,000 |
| TARGET ALS FOUNDATION INC | |||||||
| 244 MADISON AVE 1025 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $500 |
| THE SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $500 |
| THE WILD ANIMAL SANCTUARY A COLORADO NON-PROFIT CO | |||||||
| 1946 COUNTY RD 53 | KEENESBURG | CO | 80643 | N/A | PC | General & Unrestricted | $500 |
| TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I | |||||||
| 148 E FRONT ST STE 201 | TRAVERSE CITY | MI | 49684 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $398 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,473 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS EUROPACIFIC GRO | $51,554 | $60,446 |
| ARGA EMERGING MARKETS VALUE FU | $20,308 | $31,472 |
| BAIRD AGGREGATE BOND FUND CLAS | $138,458 | $136,208 |
| BLACKROCK STRAT INC OPP PORTFO | $26,040 | $27,070 |
| DFA INTERNATIONAL CORE EQUITY | $44,196 | $67,308 |
| DWS ALTERNATIVE ASSET ALL PLUS | $39,118 | $37,573 |
| GQG PARTNERS EMERGING MARKETS | $14,280 | $13,807 |
| HOTCHKIS & WILEY HIGH YLD-I | $7,771 | $8,247 |
| ISHARES CORE US REIT ETF | $29,210 | $34,632 |
| ISHARES RUSSELL 2000 GROWTH IN | $39,687 | $60,726 |
| ISHARES TRUST RUSSELL 1000 GRO | $13,963 | $27,925 |
| ISHARES TRUST RUSSELL 2000 VAL | $40,372 | $60,705 |
| VANGUARD GROWTH ETF | $66,837 | $164,897 |
| VANGUARD INFLATION-PROTECTED S | $8,829 | $8,801 |
| VANGUARD VALUE ETF | $118,747 | $182,777 |
| WASATCH EMERGING MARKETS SELEC | $17,251 | $19,134 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,978 | $7,978 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,447 | Amt |
| Net Investment Income | $7,447 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $400 |
| 990-PF Excise Tax for 2024 | $357 |
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