ESTES FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ESTES FAMILY FOUNDATION (EIN 46-4228592)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202543039349101454
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T12:17:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464228592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Estes Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ESTE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy Estes | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | 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 | $190,642 | 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 | $33,539 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $483 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $483 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,857 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $15,212 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $13,339 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $1,873 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$59 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,324 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $272 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,731 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,759 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $132,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $147,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,161 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $2,754 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,722 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $203,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $190,642 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $203,569 | RetainedEarningBOYAmt |
| Retained Earning EOY | $194,769 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $194,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,800 | ExcessRevenueOverExpensesAmt |
| Subtotal | $194,769 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $194,769 | 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 | $211,761 | GrossSalesPriceAmt |
| Cost Or Other Basis | $196,904 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,857 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,857 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,857 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $260 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $260 | SubtotalAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $801 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $801 | TotalPaymentsAndCreditsAmt |
| Overpayment | $541 | OverpaymentAmt |
| Applied To ES Tax | $541 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy R Estes | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $135,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,023 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $194,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,556 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,556 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $9,296 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,296 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,296 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,500 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $70,343 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,296 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,052 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,803 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,856 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,756 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $188,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,343 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,296 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,047 | RemainingDistriFromCorpusAmt |
| Total Corpus | $249,937 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,052 | ExcessFromYear4Amt |
| Excess From Year3 | $66,803 | ExcessFromYear3Amt |
| Excess From Year2 | $38,856 | ExcessFromYear2Amt |
| Excess From Year1 | $39,756 | ExcessFromYear1Amt |
| Excess From Current Year | $61,047 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Timothy R Estes | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS-BIG SISTERS OF THE CAPITAL REGION INC | |||||||
| 1519 N 3RD ST | HARRISBURG | PA | 17102 | N/A | PC | General & Unrestricted | $2,500 |
| CARLISLE ARTS LEARNING CENTER INC | |||||||
| 38 W POMFRET ST | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $1,000 |
| CARLISLE HIGH SCHOOL BAND BOOSTERS INC | |||||||
| PO BOX 114 | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $2,500 |
| CARLISLE VICTORY CIRCLE | |||||||
| PO BOX 684 | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $2,500 |
| CHRISTS CHURCH OF GOD INC | |||||||
| 10043 KEENAN ST | HIGHLANDS RANCH | CO | 80130 | N/A | PC | Hope Rising Support Another Organization via Selected Charity | $10,000 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | Dinela Dedic - 2024 | $2,000 |
| HOPE STATION OPPORTUNITY AREA NEIGHBORHOOD COUNCIL | |||||||
| 149 W PENN ST | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $2,500 |
| MAKE A WISH OF NEW HAMPSHIRE INC | |||||||
| 814 ELM ST STE 300 | MANCHESTER | NH | 03101 | N/A | PC | General & Unrestricted | $2,500 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | Ella Green - 2024 | $1,000 |
| ONE GOAT INCORPORATED | |||||||
| 6621 S HIGH ST | CENTENNIAL | CO | 80121 | N/A | PC | General & Unrestricted | $21,400 |
| PRADER-WILLI SYNDROME ASSOCIATION OF COLORADO | |||||||
| 8290 S YUKON WAY | LITTLETON | CO | 80128 | N/A | PC | General & Unrestricted | $4,250 |
| PROJECT SHARE OF CARLISLE | |||||||
| 5 N ORANGE ST STE 4 | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| G-7 THACKERY HALL | PITTSBURGH | PA | 15260 | N/A | PC | Scholarship Grant | $1,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| G-7 THACKERY HALL | PITTSBURGH | PA | 15260 | N/A | PC | Scholarship Grant | $2,000 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | N/A | PC | Aliah Ring - 2024 | $1,000 |
| WILLIAM MARSH RICE UNIVERSITY | |||||||
| PO BOX 1892 MS-81 | HOUSTON | TX | 77251 | N/A | PC | Antonio Centenera - 2024 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,650 | 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 | $483 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,037 | 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 | $14,857 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$76 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$76 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,191 | 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 |
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 | Castrina Jr Frank P | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 Sherwood Drive | AddressLine1Txt |
| City | Carlisle | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,600 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990-PF | IdentifierTxt |
| Form And Line Reference | Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $991 | $1,203 |
| ASE TECHNOLOGY HOLDINGS CO LTD | $1,783 | $1,641 |
| BAE SYSTEMS PLC | $2,235 | $1,886 |
| BCE INC | $845 | $603 |
| BHP BILLITON LIMITED | $1,151 | $977 |
| BLACKROCK TACTICAL OPPORTUNITI | $5,317 | $5,522 |
| BNP PARIBAS SPONS ADR | $1,002 | $860 |
| BRITISH AMERICAN TOBACCO PLC | $1,065 | $1,308 |
| BROADCOM INC | $549 | $927 |
| CHEVRON CORP | $2,198 | $2,028 |
| CISCO SYSTEMS INC | $1,107 | $1,362 |
| COCA COLA EUROPEAN PARTNERS PL | $1,200 | $1,152 |
| COCA COLA FEMSA SA | $1,535 | $1,246 |
| COMPAGNIE DE SAINT G | $911 | $1,009 |
| DEUTSCHE POST AG - OLD | $1,019 | $838 |
| DNB BANK ASA | $1,150 | $1,134 |
| DOUBLELINE FLEXIBLE INCOME FUN | $6,264 | $6,408 |
| DUKE ENERGY CO | $2,033 | $2,155 |
| FEDERATED HERMES GOVT ULTRASHO | $40,371 | $40,246 |
| FIRST TRUST BUYWRITE INCOME ET | $4,107 | $4,258 |
| FIRST TRUST INST PREFERRED SEC | $5,082 | $5,217 |
| GLENCORE XSTRATA PLC ADR | $219 | $166 |
| GLOBAL X FUNDS GLOBAL X NASDAQ | $4,193 | $4,263 |
| HAIER SMART HOME ADR | $1,178 | $1,022 |
| HEALTHPEAK PROPERTIES, INC | $426 | $466 |
| IBERDROLA ADR | $1,384 | $1,489 |
| JOHNSON & JOHNSON | $2,040 | $1,880 |
| JOHNSON CONTROLS INTERNATIONAL | $2,022 | $2,368 |
| JP MORGAN CHASE | $2,767 | $3,356 |
| KOMATSU LTD | $2,238 | $2,049 |
| MEDTRONIC PLC | $1,313 | $1,438 |
| MERCEDES-BENZ GROUP | $1,619 | $1,119 |
| MERCK & CO INC | $1,025 | $796 |
| MORGAN STANLEY | $2,202 | $2,892 |
| MUENCHENER RUECKVERS | $1,151 | $1,253 |
| NESTLE S.A | $1,145 | $899 |
| NIKE INC-CL B | $10,092 | $4,540 |
| NIPPON TELEGRAPH & TELEPHONE C | $2,343 | $2,047 |
| NOVARTIS AG ADR | $1,929 | $1,946 |
| PETROLEO BRASILEIRO | $1,657 | $1,389 |
| PIMCO EMERGING MARKETS BOND IN | $3,079 | $3,090 |
| RAYTHEON TECHNOLOGIES CORP | $329 | $463 |
| RIO TINTO PLC SPONSORED ADR | $1,134 | $1,059 |
| SIEMENS AG | $2,245 | $2,320 |
| SMURFIT | $1,203 | $1,347 |
| SOFTBANK ADR | $1,916 | $1,900 |
| SONIC HEALTHCARE LTD SHS | $786 | $767 |
| SVENSKA HANDELSBK UNS ADR | $970 | $981 |
| TESCO PLC S ADR | $952 | $967 |
| TOKIO MARINE HOLDINGS INC | $1,892 | $2,053 |
| TOYOTA MTR CORP | $1,687 | $1,362 |
| UNITED OVRSEAS BK LTD ADR | $1,750 | $2,134 |
| UPM KYMMENE CORP | $1,382 | $1,105 |
| VICI PROPERTIES INC | $1,912 | $1,899 |
| VOLVO AS-A ADR | $871 | $773 |
| ZURICH INS GROU ADR | $2,290 | $2,583 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENERGY TRANSFER LP | CategoryOrItemTxt |
| Book Value | $2,754 | BookValueAmt |
| EOYFMV | $3,722 | EOYFMVAmt |
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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $57,650. This amount represents 25% or more of the Foundation's net assets of $207,742 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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 (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,168 | $5,168 | |
| Bank Charges | $65 | $65 | |
| K-1 Exp ENERGY TRANSFER LP | $26 | $2 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss ENERGY TRANSFER LP | Desc |
| Revenue And Expenses Per Books | -$59 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,324 | Amt |
| Net Investment Income | $1,324 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Castrina Jr Frank P | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 Sherwood Drive | AddressLine1Txt |
| City | Carlisle | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $272 | Amt |
| Net Investment Income | $272 | NetInvestmentIncomeAmt |