WILLIAM S AND LORA JEAN KILROY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WILLIAM S AND LORA JEAN KILROY FOUNDATION (EIN 76-0169904)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-15
IRS object ID
202632589349100838
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-15T16:09:10-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN415375658PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15810 TENNYSON PARKWAY SUITE 450AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760169904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM S AND LORA JEAN KILROYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone7134786606PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127126 HORIZON BAY LN 100AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77494ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRENATA ADAMECZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7134786606PhoneNum
Signature2026-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI MCLAUGHLINPreparerPersonNm
PTINP01231707PTIN
Phone2147775200PhoneNum
Preparation2026-09-11PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,401,064FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$502,835DividendsRevAndExpnssAmt
Dividends Net Invst Incm$502,835DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,279,727NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,537,572GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,279,727CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,782,562TotalRevAndExpnssAmt
Total Net Invst Incm$5,782,562TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$30,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$154,805LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$30,961LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$123,844LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,218AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,044AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$16,174AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100,964OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$100,964OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$64,293TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,906TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$35,114TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$35,114TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$415,594TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$153,875TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$205,332TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$750,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$750,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,165,894TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$153,875TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$955,632TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,616,668ExcessRevenueOverExpensesAmt
Net Investment Income$5,628,687NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,105,160SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$431,046SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$431,046SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,550,184CorporateStockBOYAmt
Corporate Stock EOY$14,622,726CorporateStockEOYAmt
Corporate Stock EOYFMV$22,757,715CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$1,218,240CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,212,303CorporateBondsEOYFMVAmt
Total Assets BOY$11,655,344TotalAssetsBOYAmt
Total Assets EOY$16,272,012TotalAssetsEOYAmt
Total Assets EOYFMV$24,401,064TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,829,592CapitalStockBOYAmt
Capital Stock EOY$3,829,592CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,825,752RetainedEarningBOYAmt
Retained Earning EOY$12,442,420RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,655,344TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,272,012TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,655,344TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,272,012TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,655,344TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,616,668ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,272,012SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,272,012TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTOTAL GAIN ON SALE OF PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$22,537,572GrossSalesPriceAmt
Cost Or Other Basis$17,257,845CostOrOtherBasisAmt
Gain Or Loss$5,279,727GainOrLossAmt
Gains Minus Excess Or Losses$5,279,727GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,279,727CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,279,727NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$78,239InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$78,239SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$78,239TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$47,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$84,360TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$6,121OverpaymentAmt
Applied To ES Tax$6,121AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptYes (1)ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM S KILROY JRIndividualWithBooksNm
Phone7134786606PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127126 HORIZON BAY LN SUITE 100AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77494ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARI ANGELA KILROY TERM MAY 2025
27126 HORIZON BAY LN SUITE 100KATYTX77494TRUSTEE1.00$0$0$0
WILLIAM S KILROY JR
27126 HORIZON BAY LN SUITE 100KATYTX77494TREASURER2.00$10,000$0$0
COLLEEN KILROY AS OF MAY 2025
27126 HORIZON BAY LN SUITE 100KATYTX77494TRUSTEE2.00$10,000$0$0
RENATA ADAMECZ AS OF MAY 2025
27126 HORIZON BAY LN SUITE 100KATYTX77494PRESIDENT10.00$10,000$0$0
DAVID DOLL AS OF MAY 2025
27126 HORIZON BAY LN SUITE 100KATYTX77494SECRETARY2.00$10,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
JACKSON WALKER LLP
1401 MCKINNEY ST SUITE 1900HOUSTONTX77010LEGAL FEES$148,059
BANK OF TEXAS
3009 POST OAK BLVD STE 1300HOUSTONTX77056INVESTMENT ADVISORY$51,338
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,328,211AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$952,071AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,280,282TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,280,282AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$349,204CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,931,078NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,146,554MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,146,554MinimumInvestmentReturnAmt
Tax Based On Investment Income$78,239TaxBasedOnInvestmentIncomeAmt
Total Tax$78,239TotalTaxAmt
Distributable Before Adj$1,068,315DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,068,315DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,068,315DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$955,632ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$955,632QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,068,315DistributableAsAdjustedAmt
Undistributed Income PY$392,089UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$955,632QualifyingDistributionsAmt
Applied To Year1$392,089AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$563,543AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$504,772UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM S KILROY JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line127126 HORIZON BAY LN SUITE 100AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77494ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7134786606RecipientPhoneNum
Recipient Email AddressBILLK@KILROYFOUNDATION.USRecipientEmailAddressTxt
Form And Info And MaterialsLETTER CONTAINING INFORMATION APPLICANT DEEMS RELEVANT FOR CONSIDERATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
HUNGARIAN AMERICAN COALITION
2001 MASSACHUSETTS AVE NWWASHINGTONDC20036PCTO IMPROVE THE FACILITIES OF THE ELEMENTARY SCHOOL IN FARMOS, HUNGARY.$210,000
INSPIRE WOMEN
1415 SOUTH VOSS ROAD SUITE 110-516HOUSTONTX77057PCGENERAL OPERATING SUPPORT$42,000
SAM HOUSTON UNIVERSITY FOUNDATION
1522 SAM HOUSTON AVEHUNTSVILLETX77340PCSHARED NURSE ACADEMIC PARTNERSHIP INITIATIVE (SNAPPI)$200,000
THREE LITTLE PITTIES RESCUE
509 RUSTIC LANEFRIENDSWOODTX77546PCTO SUPPORT THE RESCUE, MEDICAL CARE, FEEDING AND OVERALL WELL-BEING OF DOGS.$65,000
UNITED NEGRO COLLEGE FUND (UNCF)
1805 7TH STREET NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$40,000
KOSHALOM EGYESULET
PCARCHITECTURE PLAN AND SURVEY FOR PROPOSED EXPANSION OF EXISTING ANIMAL PARK$15,300OREGSZOLO 1605FARMOSHU
KOSHALOM EGYESULET
PCHOLIDAY ASSISTANCE FOR LOW-INCOME FAMILIES/CHILDREN IN HUNGARY$40,000OREGSZOLO 1605FARMOSHU
MANTRAILING AKADEMIA ALAPITVANY
PCTO BUY EQUIPMENT AND PROPER CLOTHING FOR COMMUNITY SEARCH AND RESCUE ACTIVITIES$13,00035 IEMELET 3BUDAPEST, 1165HU
TAPIOMENTE MENTESUGYI ALAPITVANY
PCTO BUY MEDICAL EQUIPMENT FOR COMMUNITY AMBULANCES$77,000PETOFI SANDOR UT1NAGYKATA, 2760HU
TAPIOSZELE ES TERSEGE KOZHASZNU MENTESUGYI ALAPITVANY
PCTO BUY MEDICAL EQUIPMENT FOR COMMUNITY AMBULANCES$18,000JOKAI UT 1TAPIOSZELE, 2766HU
HUNGARIAN AMERICAN COALITION
2001 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$750,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$502,835ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,279,727ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,782,562ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,782,562TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$20,218Amt
Net Investment Income$4,044NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$16,174DisbursementsCharitablePrpsAmt

Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln

FieldValueIRS element (for citing)
ExplanationIN 2025, THE FOUNDATION INITIATED A PROGRAM TO SUPPORT LOCAL COMMUNITIES IN HUNGARY IN THE AREAS OF HEALTH, EDUCATION, AND OTHER CHARITABLE COMMUNITY PURPOSES. THIS PROGRAM PROVIDES DIRECT SUPPORT TO HUNGARIAN NOT-FOR-PROFIT ENTITIES, AS WELL AS EARMARKED GRANTS MADE THROUGH US PUBLIC CHARITIES FOR EFFORTS IN HUNGARY.ExplanationTxt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
HUNGARIAN AMERICAN COALITION
2001 MASSACHUSETTS AVE NWWASHINGTONDC200362025-08-25$210,000TO IMPROVE THE FACILITIES OF THE ELEMENTARY SCHOOL IN FARMOS, HUNGARY.$0THE FOUNDATION IS NOT AWARE OF ANY DIVERSION OF ANY PORTION OF THE FUNDSGRANTEE REPORTS FOR THIS GRANT WERE NOT DUE DURING THE FOUNDATION'S CURRENT TAX YEAR.
KOSHALOM EGYESULET
2025-10-17$40,000HOLIDAY ASSISTANCE FOR LOW-INCOME FAMILIES/CHILDREN IN HUNGARYTHE FOUNDATION IS NOT AWARE OF ANY DIVERSION OF ANY PORTION OF THE FUNDSGRANTEE REPORTS FOR THIS GRANT WERE NOT DUE DURING THE FOUNDATION'S CURRENT TAX YEAROREGSZOLO 1605FARMOSHU2765
KOSHALOM EGYESULET
2025-10-27$15,300ARCHITECTURE PLAN AND SURVEY FOR PROPOSED EXPANSION OF EXISTING ANIMAL PARKTHE FOUNDATION IS NOT AWARE OF ANY DIVERSION OF ANY PORTION OF THE FUNDSGRANTEE REPORTS FOR THIS GRANT WERE NOT DUE DURING THE FOUNDATION'S CURRENT TAX YEAROREGSZOLO 1605FARMOSHU2765
MANTRAILING AKADEMIA ALAPITVANY
2025-10-20$13,000TO BUY EQUIPMENT AND PROPER CLOTHING FOR COMMUNITY SEARCH AND RESCUE ACTIVITIESTHE FOUNDATION IS NOT AWARE OF ANY DIVERSION OF ANY PORTION OF THE FUNDSGRANTEE REPORTS FOR THIS GRANT WERE NOT DUE DURING THE FOUNDATION'S CURRENT TAX YEAR35 IEMELET 3BUDAPESTHU1165
TAPIOSZELE ES TERSEGE KOZHASZNU MENTESUGYI ALAPITVANY
2025-10-20$18,000TO BUY MEDICAL EQUIPMENT FOR COMMUNITY AMBULANCES STATIONED IN TAPIOSZELE, HUNGARY.THE FOUNDATION IS NOT AWARE OF ANY DIVERSION OF ANY PORTION OF THE FUNDSGRANTEE REPORTS FOR THIS GRANT WERE NOT DUE DURING THE FOUNDATION'S CURRENT TAX YEARJOKAI UT 1TAPIOSZELEHU2766
TAPIOMENTE MENTESUGYI ALAPITVANY
2025-10-20$77,000TO BUY MEDICAL EQUIPMENT FOR COMMUNITY AMBULANCES STATIONED IN NAGYKATA, HUNARGY.THE FOUNDATION IS NOT AWARE OF ANY DIVERSION OF ANY PORTION OF THE FUNDSGRANTEE REPORTS FOR THIS GRANT WERE NOT DUE DURING THE FOUNDATION'S CURRENT TAX YEARPETOFI SANDOR UT1NAGYKATAHU2760

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS AND BOND FUNDSBondNm
EOY Book Value$1,218,240EOYBookValueAmt
EOYFMV$1,212,303EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKS AND STOCK FUNDSStockNm
EOY Book Value$14,622,726EOYBookValueAmt
EOYFMV$22,757,715EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$154,805LegalFeesAmt
Net Investment Income$30,961NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$123,844DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTRANSLATION SERVICESDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$100,714$100,714$0$0
TRUST COMPANY ACCOUNTING FEE$250$250$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$7,906$7,906$0$0
FEDERAL TAXES$56,387$0$0$0

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