HILDENBRAND FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HILDENBRAND FAMILY FOUNDATION (EIN 38-6884677)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-22
IRS object ID
202622659349100112
Schema version
2025v4.1
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)
Return2026-09-22T13:05:36-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222947255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Lear & Pannepacker LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1791 Alexander RoadAddressLine1Txt
CityPrincetonCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386884677EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hildenbrand Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHILDBusinessNameControlTxt
Phone6317936729PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 Wheelwright WayAddressLine1Txt
CitySmithtownCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11787ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLynn HildenbrandPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-09-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDennis M Machulsky CPAPreparerPersonNm
PTINP00512378PTIN
Phone6094522200PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,866,824FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,040,167ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$352InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$352InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$352InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$287,388DividendsRevAndExpnssAmt
Dividends Net Invst Incm$287,388DividendsNetInvstIncmAmt
Dividends Adj Net Incm$287,388DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$448,946NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$744,288GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$448,946CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,776,853TotalRevAndExpnssAmt
Total Net Invst Incm$736,686TotalNetInvstIncmAmt
Total Adj Net Incm$287,740TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$75,343OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$75,343OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,084TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,084TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$79,427TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79,427TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$635,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$635,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$714,427TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79,427TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$635,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,062,426ExcessRevenueOverExpensesAmt
Net Investment Income$657,259NetInvestmentIncomeAmt
Adjusted Net Income$287,740AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$96,665SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$373,206SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$373,206SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,994,530USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,101,482USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,133,619USGovtObligationsEOYFMVAmt
Other Investments BOY$3,210,453OtherInvestmentsBOYAmt
Other Investments EOY$5,850,679OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,359,999OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,301,648TotalAssetsBOYAmt
Total Assets EOY$10,325,367TotalAssetsEOYAmt
Total Assets EOYFMV$14,866,824TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,301,648CapitalStockBOYAmt
Capital Stock EOY$10,325,367CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,301,648TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,325,367TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,301,648TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,325,367TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,301,648TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,062,426ExcessRevenueOverExpensesAmt
Subtotal$10,364,074SubtotalAmt
Other Decreases$38,707OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,325,367TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS 0707 LT CoveredP2000-01-012025-12-31$511,745$267,260$244,485$244,485
UBS 0707 LT CoveredP2000-01-012025-12-31$232,543$28,082$204,461$204,461
FieldValueIRS element (for citing)
Capital Gain Net Income$448,946CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,136InvestmentIncomeExciseTaxAmt
Subtotal$9,136SubtotalAmt
Tax Based On Investment Income$9,136TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,400TotalPaymentsAndCreditsAmt
Tax Due$2,736TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Lynn V HildenbrandBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6319798870PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 Wheelwright WayAddressLine1Txt
CitySmithtownCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11787ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
Lynn V Hildenbrand
2 Wheelwright WaySmithtownNY11787President0.00$0
Marc W Hildenbrand
Director0.00$042 Kerferd RoadGlen IrisVictoriaAS3146
Amanda L Hildenbrand
240 East 55th Street PHCNew YorkNY10022Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,517,755AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$273,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,790,812TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,790,812AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,862CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,628,950NetVlNoncharitableAssetsAmt
Minimum Investment Return$531,448MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$531,448MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,136TaxBasedOnInvestmentIncomeAmt
Total Tax$9,136TotalTaxAmt
Distributable Before Adj$522,312DistributableBeforeAdjAmt
Distributable Before Ded$522,312DistributableBeforeDedAmt
Distributable As Adjusted$522,312DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$635,000ExpensesAndContributionsAmt
Qualifying Distributions$635,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$522,312DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$112,463ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$276,476ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$162,699ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$129,414ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$681,052TotalExcessDistributionCyovAmt
Qualifying Distributions$635,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$522,312AppliedToCurrentYearAmt
Remaining Distri From Corpus$112,688RemainingDistriFromCorpusAmt
Total Corpus$793,740TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$793,740ExcessDistriCyovToNextYrAmt
Excess From Year4$112,463ExcessFromYear4Amt
Excess From Year3$276,476ExcessFromYear3Amt
Excess From Year2$162,699ExcessFromYear2Amt
Excess From Year1$129,414ExcessFromYear1Amt
Excess From Current Year$112,688ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLynn V HildenbrandContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLynn V HildenbrandRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12 Wheelwright WayAddressLine1Txt
CitySmithtownCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11787ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6319798870RecipientPhoneNum
Form And Info And MaterialsIn WritingFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsMust be a 501(c)(3) CharityRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Guide Dog Foundation
371 East Jericho TurnpikeSmithtownNY11787NonePCUnrestricted$25,000
Operation Homefront
PO Box 8209TopekaKS66608NonePCUnrestricted$25,000
Samaritan's Purse
PO Box 3000BooneNC28607NonePCUnrestricted$75,000
Lustgarten Foundation
504 RXR PlazaUniondaleNY11553NonePCUnrestricted$25,000
Tunnels to Towers Foundation
PO Box 70719PhiladelphiaPA19176NonePCUnrestricted$100,000
The Salvation Army
120 West 14th StreetNew YorkNY10011NonePCUnrestricted$100,000
American Red Cross
520 West 49th StreetNew YorkNY10019NonePCUnrestricted$100,000
CAST
53930 Main Road PO Box 1566SoutholdNY11971NonePCUnrestricted$25,000
Fisher House Foundation Inc
PO Box 791598BaltimoreMD21279NonePCUnrestricted$40,000
Coalition for the Homeless Charitab
129 Fulton StreetNew YorkNY10273NonePCUnrestricted$15,000
St Judes Childrens Research Hospita
501 Street Jude PlaceMemphisTN38105NonePCUnrestricted$80,000
Friends of Asha USA
15 Notre Dame AvenueCambridgeMA02140NonePCUnrestricted$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$635,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$352ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$287,388ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$448,946ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOtherDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$736,686ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$736,686TotalIncomeProducingActyAmt

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

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,101,482USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,133,619USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUBS # 20707 - See attached statementCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$5,850,679BookValueAmt
EOYFMV$11,359,999EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCostustment for stock transfer costreconciliationDesc
Amt$38,707Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAdvisory Fees - 0707CategoryTxt
Amt$75,343Amt
Net Investment Income$75,343NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxesCategoryTxt
Amt$4,084Amt
Net Investment Income$4,084NetInvestmentIncomeAmt

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