THE FRY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE FRY FOUNDATION (EIN 01-0570536)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202631389349101053
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T08:54:46-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942534038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruzzo Scholl & Murphy AC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 South Bascom Avenue | AddressLine1Txt |
| City | Campbell | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010570536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fry Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRYF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 The Alameda Suite 150 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William R Fry | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2026-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip R Hulme CPA | PreparerPersonNm |
| PTIN | P00440116 | PTIN |
| Phone | 4083774011 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,561,034 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,019 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,019 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $332,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $332,791 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $332,791 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $260,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,236 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $415,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $415,046 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $337,810 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $37 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $37 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $48,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,754 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $48,624 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $48,624 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $398,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $48,624 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $366,255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $289,186 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,972 | CashBOYAmt |
| Cash EOY | $175,059 | CashEOYAmt |
| Cash EOYFMV | $175,059 | CashEOYFMVAmt |
| Other Investments BOY | $4,575,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,567,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,385,975 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,725,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,742,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,561,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,725,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,742,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,725,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,742,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,725,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,742,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,725,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,255 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,742,228 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,742,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | P | 2001-01-01 | 2025-12-31 | $130,000 | $90,813 | $39,187 | $39,187 |
| MERRILL LYNCH | P | 2001-01-01 | 2025-12-31 | $130,000 | $91,951 | $38,049 | $38,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,236 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,091 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,091 | SubtotalAmt |
| Tax Based On Investment Income | $5,091 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $5,091 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William R Fry | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083907539 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 The Alameda Suite 150 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| William R Fry | ||||||
| 1570 The Alameda Suite 150 | San Jose | CA | 95136 | Director | 0.00 | $0 |
| John C Fry | ||||||
| 333 Las Olas Way Apt 1810 | Fort Lauderdale | FL | 33301 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,373,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,500,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,500,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,403,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $320,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $320,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,091 | TotalTaxAmt |
| Distributable Before Adj | $315,074 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $315,074 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $315,074 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,074 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $46,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,686 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,926 | RemainingDistriFromCorpusAmt |
| Total Corpus | $182,612 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $46,138 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $136,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,652 | ExcessFromYear4Amt |
| Excess From Year3 | $41,357 | ExcessFromYear3Amt |
| Excess From Year2 | $18,475 | ExcessFromYear2Amt |
| Excess From Year1 | $28,064 | ExcessFromYear1Amt |
| Excess From Current Year | $34,926 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMERICAN INSTITUTE OF MATHEMATICS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 EAST BROKAW ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | POF | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | ASSISTANCE FOR RESEARCH & EDUCATION IN THE FIELD OF MATHEMATICS | GrantOrContributionPurposeTxt |
| Amt | $350,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,019 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $332,791 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $77,236 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $337,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $77,236 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,046 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $48,624 | $48,624 | $48,624 |
| BANK CHARGES | $30 | $30 | |
| CA ANNUAL REGISTRATION RENEWAL FEE | $100 | $100 |
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