FRANKEL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FAMILY FOUNDATION (EIN 36-7337220)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-12
- IRS object ID
- 202631639349101103
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-12T10:16:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 367337220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frankel Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LEIGH ANN FRANKEL | InCareOfNm |
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 9287172533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N Surprise Spring Lane | AddressLine1Txt |
| City | Prescott | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIGH ANN FRANKEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9287172533 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,312,256 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,408 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,408 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,840,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,860 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $128,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,328 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,560 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,560 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $833,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $833,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $866,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,560 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $852,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$737,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $240,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $240,589 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,460 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $996,146 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $343,671 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $349,512 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $390,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $182,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $343,966 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $453,629 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $371,953 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $378,189 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,876,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,138,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,312,256 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,876,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,138,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,876,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,138,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,876,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,138,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,876,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$737,912 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,138,245 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,138,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,840,786 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,775,926 | CostOrOtherBasisAmt |
| Gain Or Loss | $64,860 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $64,860 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,860 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,595 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,595 | SubtotalAmt |
| Tax Based On Investment Income | $1,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,082 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,082 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $513 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEIGH ANN FRANKEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9287172533 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N SURPRISE SPRING LANE | AddressLine1Txt |
| City | Prescott | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86305 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Leigh Ann Frankel | ||||||||
| 4250 N Surprise Spring Lane | Prescott | AZ | 86305 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Matt Frankel | ||||||||
| 4250 N Surprise Spring Lane | Prescott | AZ | 86305 | Treas, VP, Dir | 1.0 | $0 | $0 | $0 |
| Mimi Frankel | ||||||||
| 4250 N Surprise Spring Lane | Prescott | AZ | 86305 | Dir | 1.0 | $0 | $0 | $0 |
| Jennie Wolfe | ||||||||
| 4250 N Surprise Spring Lane | Prescott | AZ | 86305 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,744,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,959,388 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,959,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,929,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,595 | TotalTaxAmt |
| Distributable Before Adj | $94,905 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,905 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,905 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $852,280 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $852,280 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,905 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $824,014 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $805,308 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $813,902 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,410,621 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,853,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $852,280 | QualifyingDistributionsAmt |
| Applied To Current Year | $94,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $757,375 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,611,220 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $824,014 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,787,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $805,308 | ExcessFromYear4Amt |
| Excess From Year3 | $813,902 | ExcessFromYear3Amt |
| Excess From Year2 | $1,410,621 | ExcessFromYear2Amt |
| Excess From Current Year | $757,375 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mimi Frankel | ContributingManagerNm |
| Contributing Manager | MATTHEW FRANKEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF ARIZONA | |||||||
| PO BOX 17148 | PHOENIX | AZ | 85011 | N/A | PC | General & Unrestricted | $3,000 |
| ADOPT-A-NATIVE-ELDER | |||||||
| PO BOX 3401 | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $5,500 |
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE ST NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | Vito Stagliano Endowment Scholarship Fund | $2,500 |
| BULLETIN OF THE ATOMIC SCIENTISTS | |||||||
| 1307 E 60TH ST | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $100,000 |
| CENTRAL ARIZONA LAND TRUST INC | |||||||
| PO BOX 1050 | PRESCOTT | AZ | 86302 | N/A | PC | General & Unrestricted | $10,000 |
| CHICAGO SHAKESPEARE THEATER | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $5,000 |
| COALITION FOR COMPASSION AND JUSTICE | |||||||
| 531 MADISON AVE | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $5,000 |
| CONCERN WORLDWIDE U S INC | |||||||
| 355 LEXINGTON AVE 16TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68178 | N/A | PC | School of Nursing Scholarship Fund | $3,000 |
| CURE VIOLENCE GLOBAL | |||||||
| 100 N LA SALLE ST | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $3,000 |
| EVANSTON SCHOLARS | |||||||
| 1234 SHERMAN AVE STE 214 | EVANSTON | IL | 60202 | N/A | PC | General & Unrestricted | $2,000 |
| FORGING OPPORTUNITIES FOR REFUGEES IN AMERICA INC | |||||||
| 1723 W DEVON AVE PO BOX 60085 | CHICAGO | IL | 60660 | N/A | PC | General & Unrestricted | $5,000 |
| FULLER PROJECT FOR INTERNATIONAL REPORTING INC | |||||||
| 7920 NORFOLK AVE STE 310 | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $2,000 |
| GLOBAL HEALTH COMMITTEE INC | |||||||
| 200 LONGWOOD AVE STE 249 | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $20,000 |
| GRACIA INC NFP | |||||||
| 1341 W FULLERTON STE 203 | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $5,000 |
| GRAND CANYON TRUST INC | |||||||
| 2601 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | N/A | PC | General & Unrestricted | $10,000 |
| HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | General & Unrestricted | $150,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | PC | General & Unrestricted | $2,500 |
| HER UPLAND | |||||||
| PO BOX 16241 | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $2,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | General & Unrestricted | $2,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $15,000 |
| HYDE SCHOOL | |||||||
| 616 HIGH ST | BATH | ME | 04530 | N/A | PC | Scholarship Fund | $10,000 |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | N/A | PC | General & Unrestricted | $5,000 |
| INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND | |||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | PC | General & Unrestricted | $60,000 |
| J STREET EDUCATION FUND INC | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $6,000 |
| JEWISH COMMUNITY FOUNDATION OF GREATER PRESCOTT | |||||||
| PO BOX 2684 | PRESCOTT | AZ | 86302 | N/A | PC | General & Unrestricted | $21,000 |
| JEWISH FAMILY SERVICE OF SAN DIEGO | |||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | N/A | PC | General & Unrestricted | $2,500 |
| KINO BORDER INITIATIVE | |||||||
| PO BOX 159 | NOGALES | AZ | 85628 | N/A | PC | General & Unrestricted | $70,000 |
| NATURAL HISTORY INSTITUTE | |||||||
| 126 N MARINA ST | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $2,000 |
| NEW ISRAEL FUND | |||||||
| 254 W 31ST ST FL 3 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,500 |
| NIJC NFP | |||||||
| 111 W JACKSON BLVD STE 800 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $10,000 |
| NORTHERN ARIZONA UNIVERSITY FDN INC | |||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | N/A | PC | KNAU Public Radio | $3,000 |
| PLANNED PARENTHOOD ARIZONA INC | |||||||
| 4751 N 15TH ST | PHOENIX | AZ | 85014 | N/A | PC | General & Unrestricted | $5,000 |
| PRESCOTT ANIMAL PARK ASSOCIATION | |||||||
| 1403 HERITAGE PARK RD | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $20,000 |
| PRESCOTT COMMUNITY CUPBOARD FOOD BANK INC | |||||||
| 777 W HILLSIDE AVE | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $5,000 |
| PRESCOTT FARMERS MARKET INC | |||||||
| PO BOX 1853 | PRESCOTT | AZ | 86302 | N/A | PC | General & Unrestricted | $9,000 |
| PRESCOTT FILM SOCIETY | |||||||
| 208 N MARINA ST | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $5,000 |
| PRESCOTT MEALS ON WHEELS | |||||||
| 1280 E ROSSER ST STE A | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $5,000 |
| STAND | |||||||
| 1329 N STATE ST STE 302 | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $150,000 |
| STEP ONE FOUNDATION INC | |||||||
| 2651 N INDUSTRIAL WAY STE A | PRESCOTT VLY | AZ | 86314 | N/A | PC | General & Unrestricted | $3,000 |
| THE JOFFREY BALLET | |||||||
| 10 EAST RANDOLPH ST | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $5,000 |
| THE LAUNCH PAD TEEN CENTER | |||||||
| 424 6TH ST | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $10,500 |
| TUCSON JEWISH COMMUNITY CENTER INC | |||||||
| 3800 E RIVER RD | TUCSON | AZ | 85718 | N/A | PC | General & Unrestricted | $5,000 |
| TURTLE CONSERVANCY | |||||||
| PO BOX 1289 | OJAI | CA | 93024 | N/A | PC | General & Unrestricted | $1,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ | CAMBRIDGE | MA | 02138 | N/A | PC | Science and Democracy program | $10,000 |
| UNITED STATES ASSOCIATION FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF MAINE FOUNDATION | |||||||
| TWO ALUMNI PL | ORONO | ME | 04469 | N/A | PC | scholarship fund | $5,000 |
| USAHELLO | |||||||
| PO BOX 15167 | PORTLAND | OR | 97293 | N/A | PC | General & Unrestricted | $10,000 |
| WAYNE STATE UNIVERSITY | |||||||
| 5700 CASS AVE AAB 4602 | DETROIT | MI | 48202 | N/A | PC | General & Unrestricted | $5,000 |
| WOMENS REFUGEE COMMISSION INC | |||||||
| 105 E 34TH ST 180 | NEW YORK | NY | 10016 | N/A | PC | Annual Luncheon fund | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $833,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,408 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $128,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,328 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC - 2.300% - 06/01/2027 | $73,393 | $78,182 |
| FORTIVE CORP SER B NOTE - 3.15 | $73,975 | $74,700 |
| ORACLE CORP NOTE CALL MAKE WHO | $81,031 | $80,813 |
| PFIZER INVT - 4.450% - 05/19/2 | $71,320 | $71,964 |
| WELLS FARGO & CO SER W MTN - 5 | $72,234 | $72,530 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $1,439 | $12,520 |
| ALPHABET INC CL C | $2,827 | $24,790 |
| AMAZON COM | $14,535 | $32,777 |
| AMETEK INC | $11,754 | $16,835 |
| APPLE INC | $14,698 | $19,030 |
| BROADCOM INC | $4,304 | $7,614 |
| DANAHER CORP | $6,299 | $18,771 |
| ELI LILLY & CO | $8,801 | $11,821 |
| MICROSOFT CORP | $21,607 | $25,632 |
| NORDSON CP | $6,910 | $12,022 |
| NVIDIA CORP | $11,609 | $16,226 |
| PALO ALTO NETWORKS INC | $7,710 | $15,841 |
| PROGRESSIVE CORP OHIO | $6,361 | $15,713 |
| S&P GLOBAL INC COM | $3,592 | $16,200 |
| SALESFORCE.COM | $11,610 | $17,484 |
| SYNOPSYS, INC | $8,420 | $16,440 |
| TJX COMPANIES INC | $6,271 | $17,819 |
| VERISK ANALYTICS, INC | $9,358 | $9,395 |
| VISA INC | $15,126 | $27,707 |
| WALT DISNEY HOLDINGS CO | $8,801 | $9,329 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $343,671 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $349,512 | USGovtObligationsEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As 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 $833,000. This amount represents 25% or more of the Foundation's net assets of $2,036,588 (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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $18,500 | $18,500 |
| State or Local Filing Fees | $26 | $26 |
| Website Hosting/Support | $754 | $754 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $13,560 | Amt |
| Net Investment Income | $13,560 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2025 | CategoryTxt |
| Amt | $400 | Amt |