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MAY FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MAY FAMILY FOUNDATION (EIN 26-4308853)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-03
IRS object ID
202600939349100800
Schema version
2025v4.0
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)
Return2026-04-03T08:15:46-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264308853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The May Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMAYFBusinessNameControlTxt
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)
PersonMitchell MayPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-03-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$146,289FMVAssetsEOYAmt
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$270InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$270InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,773DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,758NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,758CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,801TotalRevAndExpnssAmt
Total Net Invst Incm$22,801TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$821OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$821OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,984OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,984OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,605TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$821TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,984TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$821TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,484TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,304ExcessRevenueOverExpensesAmt
Net Investment Income$21,980NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$31,193SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,927SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,927SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$45,147USGovernmentObligationsBOYAmt
US Government Obligations EOY$35,265USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$33,288USGovtObligationsEOYFMVAmt
Corporate Stock BOY$83,190CorporateStockBOYAmt
Corporate Stock EOY$57,034CorporateStockEOYAmt
Corporate Stock EOYFMV$86,276CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,575CorporateBondsBOYAmt
Corporate Bonds EOY$6,575CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,798CorporateBondsEOYFMVAmt
Total Assets BOY$166,105TotalAssetsBOYAmt
Total Assets EOY$119,801TotalAssetsEOYAmt
Total Assets EOYFMV$146,289TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$166,105RetainedEarningBOYAmt
Retained Earning EOY$119,801RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$166,105TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$119,801TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$166,105TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$119,801TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$166,105TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,304ExcessRevenueOverExpensesAmt
Subtotal$119,801SubtotalAmt
Tot Net Ast Or Fund Balances EOY$119,801TotNetAstOrFundBalancesEOYAmt

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$61,744GrossSalesPriceAmt
Cost Or Other Basis$42,986CostOrOtherBasisAmt
Gain Or Loss$18,758GainOrLossAmt
Gains Minus Excess Or Losses$18,758GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$18,758CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Subtotal$306SubtotalAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$456EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$456TotalPaymentsAndCreditsAmt
Overpayment$150OverpaymentAmt
Applied To ES Tax$150AppliedToESTaxAmt
Refund$0RefundAmt

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

FieldValueIRS element (for citing)
PersonMitchell M MayPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$153,171AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,442AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$183,613TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$183,613AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,754CashDeemedCharitableAmt
Net Vl Noncharitable Assets$180,859NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,043MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,043MinimumInvestmentReturnAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable Before Adj$8,737DistributableBeforeAdjAmt
Distributable Before Ded$8,737DistributableBeforeDedAmt
Distributable As Adjusted$8,737DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,484ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$67,484QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,737DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$66,299ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$89,895ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,315ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,726ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$63,908ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$292,143TotalExcessDistributionCyovAmt
Qualifying Distributions$67,484QualifyingDistributionsAmt
Applied To Current Year$8,737AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,747RemainingDistriFromCorpusAmt
Total Corpus$350,890TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$66,299ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$284,591ExcessDistriCyovToNextYrAmt
Excess From Year4$89,895ExcessFromYear4Amt
Excess From Year3$2,315ExcessFromYear3Amt
Excess From Year2$69,726ExcessFromYear2Amt
Excess From Year1$63,908ExcessFromYear1Amt
Excess From Current Year$58,747ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMitchell M MayContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAN D AID
20 S BOWEN STLONGMONTCO80501N/APCTo fund the purchase and assembly of bikes for children of low-income households in Moab and the Navajo Nation$2,500
FRIENDS OF GRAND COUNTY CHILDRENS JUSTICE CENTER
180 S 300 E STE AMOABUT84532N/APCTo fund audio-visual equipment in the CJC's new facility$10,000
GRAND COUNTY PUBLIC SCHOOL
264 S 400 EASTMOABUT84532N/AGOVTo support ongoing program costs for the grand area mentoring program$4,000
GRAND COUNTY PUBLIC SCHOOL
264 S 400 EASTMOABUT84532N/AGOVTo fund the purchase of clothes, shoes, and emergency food cards for students of low-income households$1,500
GROWING GARDENS
1630 HAWTHORN AVENUBOULDERCO80304N/APCTo support Growing Garden's urban agriculture and youth education programs targeting low-income and underserved households$1,000
MOAB COMMUNITY CHILDCARE
360 W 400 NMOABUT84532N/APCFunds for the MCC's playground and other facilities projects$2,500
MOAB FREE HEALTH CLINIC
350 SOUTH MAIN STMOABUT84532N/APCTo support the MFHC's lab and testing programs for low-income and uninsured individuals$7,500
MOAB MUSIC FESTIVAL INC
58 E 300 SMOABUT84532N/APCTo support the MMF's k-12 education programs and youth-oriented community events$2,500
MOAB SOLUTIONS INC
602 E CENTER STMOABUT84532N/APCTo fund Moab Solutions' emergency response activities and community picnic baskets$3,000
MOAB VALLEY MULTICULTURAL CENTER
156 N 100 WMOABUT84532N/APCTo fund MVMC's emergency support activities and community food pantry$6,500
MOAB WOMENS FESTIVAL
2981 JUNIPER DRMOABUT84532N/APCTo support activities associated with the 2025 Moab Women's Festival$1,500
SEEKHAVEN INC
PO BOX 729MOABUT84532N/APCTo provide direct aid for mental health support services$5,000
SKY MIND RETREATS
PO BOX 1171MOABUT84532N/APCMiE's classroom programs within the Grand County School District$2,000
UTAH SUPPORT ADVOCATES FOR RECOVERY AWARENESS
180 E 2100 S STE 102SALT LAKE CTYUT84115N/APCTo support USARA's alcohol and substance abuse educations and awareness events, including the annual recovery day$500
WABISABI INC
160 E 100 SMOABUT84532N/APCTo fund the annual Wabi Sabi community Thanksgiving meal$5,000
WELLNESS COLLECTIVE
76 S MAIN ST STE 13MOABUT84532N/APCTo fund community wellness programs focused on youth prevention and early intervention initiatives$3,000
YOUTH GARDEN PROJECT
530 S 400 E STMOABUT84532N/APCTo support garden classroom field trips for Moab area students$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,500TotalGrantOrContriPdDurYrAmt

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$270ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,773ExclusionAmt
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$18,758ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,801ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,801TotalIncomeProducingActyAmt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSTANFORD HEALTH CARESER - 3.31BondNm
EOY Book Value$6,575EOYBookValueAmt
EOYFMV$5,798EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AVANTIS EMERGING MARKETS VALUE$2,089$2,624
AVANTIS EMERGING MKTS EQUITY$2,660$3,620
AVANTIS INTERNATIONAL EQUITY E$8,844$11,936
AVANTIS US EQUITY ETF$8,834$11,513
AVANTIS US SMALL CAP VALUE ETF$3,547$4,079
ISHARES CORE MSCI DEV MKTS ETF$9,181$11,712
ISHARES CORE MSCI EMERGING MAR$2,765$3,697
ISHARES S&P 500 INDEX FD$19,114$37,095

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$35,265StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$33,288StateLocalSecEOYFMVAmt

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, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $59,500. This amount represents 25% or more of the Foundation's net assets of $186,771 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. 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$7,959$7,959
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$821Amt
Net Investment Income$821NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$400
990-PF Extension for 2024$400

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