BETA

BUR OAK FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BUR OAK FOUNDATION (EIN 86-1247291)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-24
IRS object ID
202601149349100115
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)
Return2026-04-24T10:49:11-04:00ReturnTs
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)
EIN861247291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bur Oak FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBUROBusinessNameControlTxt
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)
PersonJames C DreyfousPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-03-11SignatureDt
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$1,826,236FMVAssetsEOYAmt
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$289InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$289InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,978DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,978DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$248,509NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,149,573GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$248,509CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$281,776TotalRevAndExpnssAmt
Total Net Invst Incm$281,776TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,614OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15,614OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,714TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,614TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$739,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$739,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$755,714TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$754,614TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$473,938ExcessRevenueOverExpensesAmt
Net Investment Income$281,776NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,566SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,138SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,138SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,877,424CorporateStockBOYAmt
Corporate Stock EOY$1,401,914CorporateStockEOYAmt
Corporate Stock EOYFMV$1,811,098CorporateStockEOYFMVAmt
Total Assets BOY$1,890,990TotalAssetsBOYAmt
Total Assets EOY$1,417,052TotalAssetsEOYAmt
Total Assets EOYFMV$1,826,236TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,890,990RetainedEarningBOYAmt
Retained Earning EOY$1,417,052RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,890,990TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,417,052TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,890,990TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,417,052TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,890,990TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$473,938ExcessRevenueOverExpensesAmt
Subtotal$1,417,052SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,417,052TotNetAstOrFundBalancesEOYAmt

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$1,149,573GrossSalesPriceAmt
Cost Or Other Basis$901,064CostOrOtherBasisAmt
Gain Or Loss$248,509GainOrLossAmt
Gains Minus Excess Or Losses$248,509GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$248,509CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,917InvestmentIncomeExciseTaxAmt
Subtotal$3,917SubtotalAmt
Tax Based On Investment Income$3,917TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$782EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$782TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$3,135TaxDueAmt
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
James C Dreyfous
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Treas1.0$0$0$0
Brooke D Peel
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec1.0$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$2,006,647AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,451AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,014,098TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,014,098AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,211CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,983,887NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,194MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,194MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,917TaxBasedOnInvestmentIncomeAmt
Total Tax$3,917TotalTaxAmt
Distributable Before Adj$95,277DistributableBeforeAdjAmt
Distributable Before Ded$95,277DistributableBeforeDedAmt
Distributable As Adjusted$95,277DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$754,614ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$754,614QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,277DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$629,802ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$537,357ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$815,720ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$640,749ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,623,628TotalExcessDistributionCyovAmt
Qualifying Distributions$754,614QualifyingDistributionsAmt
Applied To Current Year$95,277AppliedToCurrentYearAmt
Remaining Distri From Corpus$659,337RemainingDistriFromCorpusAmt
Total Corpus$3,282,965TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,282,965ExcessDistriCyovToNextYrAmt
Excess From Year4$629,802ExcessFromYear4Amt
Excess From Year3$537,357ExcessFromYear3Amt
Excess From Year2$815,720ExcessFromYear2Amt
Excess From Year1$640,749ExcessFromYear1Amt
Excess From Current Year$659,337ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANDEAN TEXTILE ARTS INC
PMB 428 7 AVENIDA VISTA GRANDE B-7SANTA FENM87508N/APCThe Centro de Textiles de Tradicionales del Cusco$5,000
BAJA LOVE OUTREACH
8941 ATLANTA AVE 134HUNTINGTON BEACHCA92646N/APCGeneral & Unrestricted$5,000
BALLET WEST
52 W 200 SSALT LAKE CTYUT84101N/APCCharitable Event$10,000
FRIENDS OF TRACY AVIARY 09-20-93
589 E 1300 SSALT LAKE CTYUT84105N/APCThe Nature Center$120,000
GLEN COVE BOYS AND GIRLS CLUB AT LINCOLN HOUSE INC
113 GLEN COVE AVEGLEN COVENY11542N/APCGeneral & Unrestricted$5,000
GLOBAL FEDERATION OF ANIMAL SANCTUARIES
2446 E PATRICK LNPHOENIXAZ85024N/APCGeneral & Unrestricted$1,500
GREAT BASIN WATER NETWORK INC
PO BOX 75BAKERNV89311N/APCGeneral & Unrestricted$25,000
GREAT PLAINS CONSERVATION FOUNDATION
1661 JEAGA DRJUPITERFL33458N/APCCharitable Event$15,000
HORSE NATION INC
18381 GOLDENWEST STHUNTINGTN BCHCA92648N/APCGeneral & Unrestricted$37,500
HUNTINGTON BEACH TREE SOCIETY INC
16632 WELLINGTON CIRHUNTINGTN BCHCA92649N/APCGeneral & Unrestricted$30,000
LOVE MY NEIGHBOR FOUNDATION
6535 LANKERSHIM BLVD UNIT 9821N HOLLYWOODCA91609N/APCGeneral & Unrestricted$10,000
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
700 EXCHANGE STMIDDLEBURYVT05753N/APCSeizing Opportunity Fund$175,000
RECOVERY GROUP
901 W BAXTER DRSOUTH JORDANUT84095N/APCTherapy Sessions$10,000
RECOVERY GROUP
901 W BAXTER DRSOUTH JORDANUT84095N/APCtherapy groups for people in need$10,000
RECOVERY GROUP
901 W BAXTER DRSOUTH JORDANUT84095N/APCGood Time Golf$10,000
ROOTS CHARTER HIGH SCHOOL
2250 S 1300 WWEST VALLEYUT84119N/APCStudent Service Fund$25,000
STUDENT DIPLOMACY CORPS INC
424 W 54TH STNEW YORKNY10019N/APCGeneral & Unrestricted$50,000
SYA FOUNDATION
4022 SARATOGA AVE 21LOS ALAMITOSCA90720N/APCGeneral & Unrestricted$50,000
UNIVERSITY OF UTAH
PO BOX 58006SALT LAKE CITYUT84158N/APCCollege of Law Great Salt Lake Project$100,000
WASATCH MOUNTAIN INSTITUTE
PO BOX 65067SALT LAKE CITYUT84165N/APCGeneral & Unrestricted$30,000
WISEPLACE
1411 N BROADWAYSANTA ANACA92706N/APCGeneral & Unrestricted$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$739,000TotalGrantOrContriPdDurYrAmt

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$289ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,978ExclusionAmt
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$248,509ExclusionAmt
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$281,776ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$281,776TotalIncomeProducingActyAmt

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 (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN BEACON THE LONDON CO$86,942$83,596
FULLER & THALER BEHAVIORAL SMA$73,248$93,901
ISHARES CORE MSCI EAFE ETF$78,946$108,583
VANGUARD FTSE DEVELOPED MARKET$242,772$275,593
VANGUARD FTSE EMERGING MARKETS$81,467$88,086
VANGUARD GROWTH ETF$304,849$444,537
VANGUARD S&P 500 ETF$253,225$351,451
VANGUARD VALUE ETF$280,465$365,351

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 $739,000. This amount represents 25% or more of the Foundation's net assets of $2,221,319 (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 (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$15,417$15,417
Postage/Delivery Service$172$172
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$700
990-PF Extension for 2024$400

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.