ACESO FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ACESO FOUNDATION INC (EIN 87-4109956)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-11
IRS object ID: 202502849349100800
Schema version: 2024v5.2
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-11T14:59:17-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	362938874	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	OSTROW REISIN BERK & ABRAMS LTD	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	455 N CITYFRONT PLAZA DR SUITE 1600	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	874109956	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ACESO FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ACES	BusinessNameControlTxt
Phone	3126707444	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6255 E KENT ROAD	AddressLine1Txt
City	BLOOMINGTON	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	47401	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK VELDMAN	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	3126707444	PhoneNum
Signature	2025-10-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TAMARA PARTRIDGE	PreparerPersonNm
PTIN	P01628700	PTIN
Phone	3126707444	PhoneNum
Preparation	2025-10-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$88,876,684	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	$460,356	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$309,609	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$309,609	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,859,872	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,859,872	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$606,686	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,638,006	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$606,686	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$20,234	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$3,740	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,256,757	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,779,907	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$134,623	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$6,731	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$127,892	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$37,791	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$1,890	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$35,901	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$11,054	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$11,054	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$5,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$159,772	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$157,272	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,500	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$93,613	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$93,613	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$2,182	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$109	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$2,073	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$19,896	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$995	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$18,901	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$206,900	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$169,493	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$37,407	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$675,831	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$435,103	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$240,728	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,571,389	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,571,389	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,247,220	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$435,103	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,812,117	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,990,463	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,344,804	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$13,520,655	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,387,073	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,387,073	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$41,535,274	CorporateStockBOYAmt
Corporate Stock EOY	$42,365,338	CorporateStockEOYAmt
Corporate Stock EOYFMV	$57,754,337	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$18,162,827	CorporateBondsBOYAmt
Corporate Bonds EOY	$24,796,130	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$25,410,597	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,068,569	OtherInvestmentsBOYAmt
Other Investments EOY	$3,294,232	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,324,677	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$75,287,325	TotalAssetsBOYAmt
Total Assets EOY	$72,842,773	TotalAssetsEOYAmt
Total Assets EOYFMV	$88,876,684	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$75,287,325	RetainedEarningBOYAmt
Retained Earning EOY	$72,842,773	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$75,287,325	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$72,842,773	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$75,287,325	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$72,842,773	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$75,287,325	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,990,463	ExcessRevenueOverExpensesAmt
Other Increases	$3,982	OtherIncreasesAmt
Subtotal	$73,300,844	SubtotalAmt
Other Decreases	$458,071	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$72,842,773	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$6,634,944	$6,031,320	$603,624	$603,624
CAPITAL GAINS DIVIDENDS	$3,062		$3,062	$3,062	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$606,686	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$32,593	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$32,593	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$32,593	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$47,379	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$15,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$62,379	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$29,786	OverpaymentAmt
Applied To ES Tax	$29,786	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	IN	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	NAOMI SACHS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3126707444	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6255 E KENT ROAD	AddressLine1Txt
City	BLOOMINGTON	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	47401	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
MARK VELDMAN
6255 E KENT ROAD	BLOOMINGTON	IN	47401	PRESIDENT & TREASURER	1.00	$0	$0	$0
NICOLE SCHONEMANN
6255 E KENT ROAD	BLOOMINGTON	IN	47401	VICE PRESIDENT	3.00	$0	$0	$0
VERA FLOCKE
6255 E KENT ROAD	BLOOMINGTON	IN	47401	SECRETARY & EXECUTIVE DIRECTOR	40.00	$134,623	$26,660	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GOLDMAN SACHS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	71 S WACKER DR STE 500	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$157,273	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$80,827,786	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,723,932	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,066,219	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$87,617,937	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$87,617,937	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,314,269	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$86,303,668	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,315,183	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,315,183	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$32,593	TaxBasedOnInvestmentIncomeAmt
Total Tax	$32,593	TotalTaxAmt
Distributable Before Adj	$4,282,590	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$16,494	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$4,299,084	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$4,299,084	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,812,117	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$4,812,117	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,299,084	DistributableAsAdjustedAmt
Undistributed Income PY	$3,472,410	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,812,117	QualifyingDistributionsAmt
Applied To Year1	$3,472,410	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,339,707	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$2,959,377	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MARK VELDMAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A WELL-FED WORLD
3936 SOUTH SEMORAN BLVD 271	ORLANDO	FL	32822	PC	CHARITABLE	$100,000
ADVANCING LAW FOR ANIMALS
407 N PACIFIC COAST HWY STE 267	REDONDO BEACH	CA	90277	PC	CHARITABLE	$70,754
ANIMAL AND VEGAN ADVOCACY SUMMIT
82 WENDELL AVE STE 100	PITTSFIELD	MA	20002	PC	CHARITABLE	$100,000
ANIMAL CHARITY EVALUATORS
440 N BARRANCA AVE 3480	COVINA	CA	91723	PC	CHARITABLE	$200,000
ANIMAL DEFENSE PARTNERSHIP
3 WEST MAIN ST STE 201E	IRVINGTON	NY	10533	PC	CHARITABLE	$100,000
ANIMAL LEGAL DEFENSE FUND
PO BOX 96041	WASHINGTON	DC	20077	PC	CHARITABLE	$100,000
BALANCED INC
904 E 43RD ST	KANSAS CITY	MO	64110	PC	CHARITABLE	$100,000
BETTER FOOD FOUNDATION
PO BOX 96503	WASHINGTON	DC	20090	PC	CHARITABLE	$80,000
CITY BLOSSOMS
516 KENNEDY ST NW	WASHINGTON	DC	20011	PC	CHARITABLE	$190,000
COMMON GOOD CITY FARM
300 V ST NW	WASHINGTON	DC	20001	PC	CHARITABLE	$101,300
COMPASSION IN WORLD FARMING USA
211 E 43RD ST 7TH FLOOR	NEW YORK	NY	10017	PC	CHARITABLE	$210,000
COMPASSIONATE ACTION FOR ANIMALS
34 13TH AVE NE 108	MINNEAPOLIS	MN	55413	PC	CHARITABLE	$40,000
CULTIVATING COMMUNITY
PO BOX 3792	PORTLAND	ME	04104	PC	CHARITABLE	$78,700
DREAMING OUT LOUD
80 M STREET SE	WASHINGTON	DC	20003	PC	CHARITABLE	$100,000
ESPERANZA COMMUNITY FARM
275 LEE RD	WATSONVILLE	CA	95076	PC	CHARITABLE	$92,200
FARM FORWARD
374 OLD MONTAGUE RD	AMHERST	MA	01002	PC	CHARITABLE	$85,000
FARMSTAND
712 H ST NE	WASHINGTON	DC	20002	PC	CHARITABLE	$50,000
FAUNALYTICS
PO BOX 152703	SAN DIEGO	CA	92195	PC	CHARITABLE	$50,000
FILBERT STREET GARDEN
1321 FILBERT ST	BALTIMORE	MD	21226	PC	CHARITABLE	$10,000
FOOD & WATER WATCH
940 E SANTA CLARA ST STE 202	VENTURA	CA	93001	PC	CHARITABLE	$85,000
GLOBAL GROWERS NETWORK
500 S COLUMBIA DR	DECATUR	GA	30030	PC	CHARITABLE	$3,300
GREENER BY DEFAULT
1519 W WARREN BLVD UNIT 503 PMB 175	CHICAGO	IL	60607	PC	CHARITABLE	$110,000
GROWING TOGETHER
2646 W GREGORY ST APT 2W	CHICAGO	IL	60625	PC	CHARITABLE	$100,000
KEEP GROWING DETROIT
1445 ADELAIDE ST	DETROIT	MI	48207	PC	CHARITABLE	$50,000
KENTUCKY NATURAL LAND TRUST
433 CHESTNUT ST	BEREA	KY	40403	PC	CHARITABLE	$75,000
LA SEMILLA FOOD CENTER
101 E JOY DR	ANTHONY	NM	88021	PC	CHARITABLE	$100,000
LEADERS FOR ETHICS ANIMALS AND THE PLANET
PO BOX 191145	SACREMENTO	CA	95819	PC	CHARITABLE	$47,400
LEGAL IMPACT FOR CHICKENS
2108 N STREET 5239	SACREMENTO	CA	95816	PC	CHARITABLE	$85,000
MILL CITY GROWING
650 SUFFOLK STE G10	LOWELL	MA	01854	PC	CHARITABLE	$150,000
NEIGHBORHOOD LAND POWER PROJECT
1445 N 52ND ST	PHILADELPHIA	PA	19131	PC	CHARITABLE	$160,000
NEW ROOTS INSTITUTE
1110 N VIRGIL AVE STE 98280	LOS ANGELES	CA	90029	PC	CHARITABLE	$277,000
NORRIS SQUARE NEIGHBORHOOD PROJECT
2141 N HOWARD ST	PHILADELPHIA	PA	19122	PC	CHARITABLE	$100,000
NORTHEAST WILDERNESS TRUST
17 STATE ST STE 302	MONTPELIER	VT	05602	PC	CHARITABLE	$250,000
PHILADELPHIA ORCHARD PROJECT
4000 WOODLAND AVE	PHILADELPHIA	PA	19104	PC	CHARITABLE	$104,987
PLANTING JUSTICE
319 105TH AVE	OAKLAND	CA	94603	PC	CHARITABLE	$100,000
PROVIDENCE FARM COLLECTIVE
5701 BURTON RD	ORCHARD PARK	NY	14127	PC	CHARITABLE	$130,000
REUNITY RESOURCES
1829 SAN YSIDRO CROSSING	SANTE FE	NM	87507	PC	CHARITABLE	$109,450
RIO GRANDE COMMUNITY FARM
1701 MONTANO RD NW	ALBUQUERQUE	NM	87107	PC	CHARITABLE	$5,000
SEEDLEAF INC
714 LIMESTONE	LEXINGTON	KY	40508	PC	CHARITABLE	$68,150
SENTIENT MEDIA
18 BARTOI ST 1150	SAN FRANCISCO	CA	94133	PC	CHARITABLE	$8,000
SOUL FOOD PROJECT
2436 SHELDON ST	INDIANAPOLIS	IN	46218	PC	CHARITABLE	$9,548
SOUTHERN PLAINS LAND TRUST
PO BOX 1016	LAMAR	CO	81052	PC	CHARITABLE	$100,000
THE WALLS PROJECT
458 AMERICA ST	BATON ROUGE	LA	70802	PC	CHARITABLE	$100,000
URBAN ROOTS GARDEN CLASSROOMS
1700 E 2ND STREET	RENO	NV	89502	PC	CHARITABLE	$85,600
URBAN TILTH
323 BROOKSIDE DR	RICHMOND	CA	94801	PC	CHARITABLE	$75,000
VICTORY GARDEN INITIATIVE
249 E CONCORDIA AVE	MILWAUKEE	WI	53212	PC	CHARITABLE	$125,000
WILDERNESS LAND TRUST
PO BOX 881	HELENA	MT	59624	PC	CHARITABLE	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,571,389	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$309,609	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,859,872	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$3,740	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$606,686	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	PY GRANT RECOVERY	Desc
Exclusion	01	ExclusionCd
Exclusion	$16,494	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,796,401	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,796,401	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	MARK VELDMAN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	6255 E KENT ROAD	AddressLine1Txt
City	BLOOMINGTON	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	47401	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$460,356	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$460,356	FairMarketValueAmt
Received	2024-11-07	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$10,000	Amt
Net Investment Income	$5,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,000	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GOLDMAN SACHS #5389	$3,509,545	$3,589,200
GOLDMAN SACHS #5862	$21,286,585	$21,821,397

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GOLDMAN SACHS #5389	$7,645,540	$7,648,764
GOLDMAN SACHS #5950	$23,600,858	$37,928,188
GOLDMAN SACHS #5992	$11,118,940	$12,177,385

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BETTER VENTURES FUND IV LP	AT COST	$1,066,219	$1,066,219
PRIVATE EQUITY MANAGERS (IMPRINT) OFFSHORE SCSP	AT COST	$1,377,885	$1,387,679
SANDBROOK CLIMATE INFRASTRUCTURE I ACCESS OFFSHORE LP	AT COST	$646,627	$696,152
WEST STREET CAPITAL PARTNERS IX OFFSHORE FEEDER FUND LLC	AT COST	$92,007	$105,000
NEW MOUNTAIN PARTNERS VII ACCESS OFFSHORE SCSP	AT COST	$111,494	$69,627

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$11,054	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$11,054	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	STOCK BASIS ADJUSTMENTS	Desc
Amt	$458,071	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$1,891	$95	$1,796
K-1 EXPENSES	$167,606	$167,606	$0
MISC OPERATING EXPENSES	$5,913	$295	$5,618
SOFTWARE	$1,545	$0	$1,545
SUBSCRIPTIONS	$29,945	$1,497	$28,448

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME	$3,740	$3,740	$3,740
PY GRANT RECOVERY	$16,494		$16,494

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NONTAXABLE DISTRIBUTIONS	Desc
Amt	$3,982	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$157,272	$157,272	$0
OTHER PROFESSIONAL FEES	$2,500	$0	$2,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID	$44,131	$44,131	$0
RECLAIMABLE TAX/ADR FEES	$49,482	$49,482	$0