BETA

ANDREW FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ANDREW FOUNDATION (EIN 84-3670804)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202611349349104016
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)
Return2026-05-14T14:56:37-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582487348PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APRIO ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121800 OXNARD STREET SUITE 900AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843670804EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O TRAVIS MAYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone3105701013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113005 ARTESIA BLVD SUITE A-100AddressLine1Txt
CityCERRITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP907031356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRAVIS MAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3105701013PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTUART L JAFFEPreparerPersonNm
PTINP00006551PTIN
Phone8189076500PhoneNum
Preparation2026-05-14PreparationDt
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$20,086,770FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,881,260ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$69InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$69InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$164,347DividendsRevAndExpnssAmt
Dividends Net Invst Incm$164,347DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,616,049NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,926,968GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,616,049CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,661,725TotalRevAndExpnssAmt
Total Net Invst Incm$5,780,465TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,771AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,017AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$754AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$76,883TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,908TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,907TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$118OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$108OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$86,680TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,047TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,769TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$572,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$572,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$658,980TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,047TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$579,069TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,002,745ExcessRevenueOverExpensesAmt
Net Investment Income$5,777,418NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,198CashBOYAmt
Cash EOY$61,402CashEOYAmt
Cash EOYFMV$61,402CashEOYFMVAmt
Corporate Stock BOY$12,445,178CorporateStockBOYAmt
Corporate Stock EOY$19,418,719CorporateStockEOYAmt
Corporate Stock EOYFMV$20,025,368CorporateStockEOYFMVAmt
Total Assets BOY$12,477,376TotalAssetsBOYAmt
Total Assets EOY$19,480,121TotalAssetsEOYAmt
Total Assets EOYFMV$20,086,770TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,477,376RetainedEarningBOYAmt
Retained Earning EOY$19,480,121RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,477,376TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,480,121TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,477,376TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,480,121TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,477,376TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,002,745ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$19,480,121SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,480,121TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DIREXION SEMICONDUCTOR BULL ETF 7 SHARESP2025-05-022025-08-12$193$165$28$28
VANGUARD INFO TECH INDEX FUND 13,000 SHARESP2022-07-212025-09-30$9,676,576$5,392,025$4,284,551$4,284,551
PROSHARES ULTRAPRO QQQ - 18,000 SHARESP2022-10-212025-08-12$1,687,677$356,207$1,331,470$1,331,470
VANGUARD TREASURY MM INV FUND 11 SHARESP2024-06-182025-01-24$5,562,522$5,562,522$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$5,616,049CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$80,306InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$80,306SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$80,306TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$39,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$39,320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$40,986TaxDueAmt

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 Rpt0ActivitiesNotPreviouslyRptInd
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 StateCAOrgReportOrRegisterStateCd
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 BooksTRAVIS MAYIndividualWithBooksNm
Phone3105701013PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113005 ARTESIA BLVD SUITE A-100AddressLine1Txt
CityCERRITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP907031356ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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

FieldValueIRS element (for citing)
PersonTRAVIS MAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113005 ARTESIA BLVD SUITE A-100AddressLine1Txt
CityCERRITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP907031356ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$17,095,272AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,432AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,119,704TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,119,704AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$256,796CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,862,908NetVlNoncharitableAssetsAmt
Minimum Investment Return$843,145MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$843,145MinimumInvestmentReturnAmt
Tax Based On Investment Income$80,306TaxBasedOnInvestmentIncomeAmt
Total Tax$80,306TotalTaxAmt
Distributable Before Adj$762,839DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$762,839DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$762,839DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$579,069ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$579,069QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$762,839DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$141,480ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$184,656ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$158,138ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$114,004ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$598,278TotalExcessDistributionCyovAmt
Qualifying Distributions$579,069QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$579,069AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$183,770ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$183,770ExcessDistributionCyovAppCYAmt
Total Corpus$414,508TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$414,508ExcessDistriCyovToNextYrAmt
Excess From Year4$142,366ExcessFromYear4Amt
Excess From Year3$158,138ExcessFromYear3Amt
Excess From Year2$114,004ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATLAS NETWORK
4075 WILSON BLVD - SUITE 310ARLINGTONVA22203NONEPCPHILANTHROPIC$20,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001NONEPCEDUCATIONAL$40,000
FEE FOUNDATION
1776 PEACHTREE ST NW SUITE 710SATLANTAGA30309NONEPCEDUCATIONAL$75,000
INSTITUTE FOR JUSTICE
901 N GLEBE ROAD SUITE 900ARLINGTONVA22203NONEPCEDUCATIONAL$150,000
MACKINAC CENTER
PO BOX 568MIDLANDMI48640NONEPCEDUCATIONAL$30,000
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230NONEPCEDUCATIONAL$242,300
OPERATION BLACKSHEEP
560 MART STREETMUSKEGONMI49440NONEPCPHILANTHROPIC$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$572,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$164,347ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,616,049ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,780,465ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,780,465TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
TRAVIS MAY
113005 ARTESIA BLVD SUITE A-100CERRITOSCA907031356$350,000Yes (X)
TRAVIS MAY
213005 ARTESIA BLVD SUITE A-100CERRITOSCA907031356$1,531,260Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property18,000 SHARES OF TQQQNoncashPropertyDesc
Fair Market Value$1,531,260FairMarketValueAmt
Received2025-07-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$3,771Amt
Net Investment Income$3,017NetInvestmentIncomeAmt
Disbursements Charitable Prps$754DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$19,418,719EOYBookValueAmt
EOYFMV$20,025,368EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$12$10$2
MEALS$106$0$106

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES & LICENSESCategoryTxt
Amt$76,883Amt
Net Investment Income$20NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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