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THE DUFFIELD FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE DUFFIELD FAMILY FOUNDATION (EIN 94-3362163)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-19
IRS object ID
202600789349100615
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-19T14:51:06-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943362163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DUFFIELD FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2DBA MADDIE'S FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDUFFBusinessNameControlTxt
Phone9253105450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16150 STONERIDGE MALL RD 125AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY ZEIFANGPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9253105450PhoneNum
Signature2026-03-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2026-03-19PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$277,555,479FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$332ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20,654InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,654InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,985,612DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,985,612DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,105,308NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$101,525,421GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,105,308CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$119,867OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$83,528OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$17,231,773TotalRevAndExpnssAmt
Total Net Invst Incm$17,195,102TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$883,861CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,280CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$863,852CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,307,512OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,255,795OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$858,981PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$855,280PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$29,141LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$68LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$29,219LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$195,293AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$41,524AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$154,006AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,099,897OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$724,270OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$360,770OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$56,033InterestRevAndExpnssAmt
Interest Net Invst Incm$56,033InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$428,874TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,884TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$16,330DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$40,903OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$42,109OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$156,894TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$136,003TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,214,377OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$562,656OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$591,293OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,288,096TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,409,715TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,288,327TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,000,947ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,006,035ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,289,043TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,409,715TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,294,362TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,057,270ExcessRevenueOverExpensesAmt
Net Investment Income$15,785,387NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$445,794CashBOYAmt
Cash EOY$596,087CashEOYAmt
Cash EOYFMV$596,087CashEOYFMVAmt
Sav And Temp Cash Invst BOY$24,321SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$84,408SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$84,408SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$1,302,610PledgesRcvblAmt
Pledges Rcvbl BOY$1,498,593PledgesRcvblBOYAmt
Pledges Rcvbl EOY$1,302,610PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$1,302,610PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$247,784PrepaidExpensesBOYAmt
Prepaid Expenses EOY$220,468PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$220,468PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$199,617,643CorporateStockBOYAmt
Corporate Stock EOY$200,241,004CorporateStockEOYAmt
Corporate Stock EOYFMV$200,241,004CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,632,740CorporateBondsBOYAmt
Corporate Bonds EOY$11,250,339CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,250,339CorporateBondsEOYFMVAmt
Other Investments BOY$52,569,937OtherInvestmentsBOYAmt
Other Investments EOY$56,511,772OtherInvestmentsEOYAmt
Other Investments EOYFMV$56,511,772OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$781,712LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$655,568LandBldgEquipAccumDeprecAmt
Land BOY$13,226LandBOYAmt
Land EOY$126,144LandEOYAmt
Land EOYFMV$126,144LandEOYFMVAmt
Other Assets BOY$1,691,316OtherAssetsBOYAmt
Other Assets EOY$7,222,647OtherAssetsEOYAmt
Other Assets EOYFMV$7,222,647OtherAssetsEOYFMVAmt
Total Assets BOY$266,741,354TotalAssetsBOYAmt
Total Assets EOY$277,555,479TotalAssetsEOYAmt
Total Assets EOYFMV$277,555,479TotalAssetsEOYFMVAmt
Accounts Payable BOY$334,304AccountsPayableBOYAmt
Accounts Payable EOY$425,828AccountsPayableEOYAmt
Grants Payable BOY$23,538,900GrantsPayableBOYAmt
Grants Payable EOY$21,194,601GrantsPayableEOYAmt
Other Liabilities BOY$543,374OtherLiabilitiesBOYAmt
Other Liabilities EOY$745,610OtherLiabilitiesEOYAmt
Total Liabilities BOY$24,416,578TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,366,039TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$240,826,183NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$253,886,830NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$1,498,593DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$1,302,610DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$242,324,776TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$255,189,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$266,741,354TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$277,555,479TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$242,324,776TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,057,270ExcessRevenueOverExpensesAmt
Other Increases$14,778,706OtherIncreasesAmt
Subtotal$256,046,212SubtotalAmt
Other Decreases$856,772OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$255,189,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
ALTERNATIVE ASSETS K-1'SP2024-07-012025-06-30$408,292$408,292$408,292
NT ALTERNATIVE ASSETSP2024-07-012025-06-30$7,118$7,118$7,118
SCHWAB BRECKINRIDGEP2024-07-012025-06-30$2,570,749-$44,085-$44,085$2,614,834
SCHWAB LONG TERMP2024-07-012025-06-30$40,518,528$3,897,735$3,897,735$36,620,793
SCHWAB FMIP2024-07-012025-06-30$3,169,144$415,412$415,412$2,753,732
SCHWAB 2136P2024-07-012025-06-30$54,851,590$4,420,836$4,420,836$50,430,754
FieldValueIRS element (for citing)
Capital Gain Net Income$9,105,308CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$219,417InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$219,417SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$219,417TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$326,008EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$326,008TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$106,591OverpaymentAmt
Applied To ES Tax$106,591AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MADDIESFUND.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1VALERIE STOLTENBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9256218008PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16150 STONERIDGE MALL RD 125AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (1)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY D ZEIFANG
6150 STONERIDGE MALL RD SUITE 125PLEASANTONCA94588CHAIRMAN30.00$206,920$67,293$0
LAURIE PEEK
6150 STONERIDGE MALL RD SUITE 125PLEASANTONCA94588SECRETARY20.00$138,226$9,606$0
MICHAEL DUFFIELD
6150 STONERIDGE MALL RD SUITE 125PLEASANTONCA94588BOARD MEMBER1.00$0$0$0
MARY IPPOLITI-SMITH
6150 STONERIDGE MALL RD SUITE 125PLEASANTONCA94588EXECUTIVE LEADER40.00$326,566$44,027$0
VALERIE STOLTENBERG
6150 STONERIDGE MALL RD SUITE 125PLEASANTONCA94588VP FINANCE30.00$189,040$14,618$0
STEVE HILL
6150 STONERIDGE MALL RD SUITE 125PLEASANTONCA94588TREASURER2.00$21,440$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SHEILA SEGURSON
6150 STONERIDGE MALL RD 125PLEASANTONCA94588DIRECTOR OF SHELTER40.00$232,987$37,719$0
LISA WARD
6150 STONERIDGE MALL RD 125PLEASANTONCA94588DIRECTOR OF EDUCATIO40.00$210,224$51,691$0
SHARON FLETCHER
6150 STONERIDGE MALL RD 125PLEASANTONCA94588DIRECTOR OF MKTG & C40.00$169,328$59,316$0
ROSEMARIE HARNESS
6150 STONERIDGE MALL RD 125PLEASANTONCA94588DIRECTOR ACCESS TO C40.00$176,000$27,561$0
MICHELLE THOMPSON
6150 STONERIDGE MALL RD 125PLEASANTONCA94588DIRECTOR OF OPERATIO40.00$169,329$25,749$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k23OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SPUTNIK MOMENT LLC
511 W WILLETTA STREET SUITE 1PHOENIXAZ85003FOUNDATION CONNECT MIGRATION$129,250
ARMANINO LLP
2700 CAMINO RAMON SUITE 350SAN RAMONCA94583AUDIT, TAX, AND FINANCE SERVICES$111,302
SPARKS EXHIBITS & ENVIRONMENTS CORP
2828 CHARTER ROADPHILADELPHIAPA191542111CONFERENCE PRODUCTION, BOOTH MATERIAL STORAGE$92,636
OLIVE DEVELOPMENT LLC
1 MIDDLE STREET SUITE 220PORTSMOUTHNH03801WEBSITE MAINTENANCE SERVICES$60,000
WORTH HIGGINS & ASSOCIATES INC
8770 PARK CENTRAL DRIVERICHMONDVA23227PRINTERS - MADDIE'S TAIL WAG COLORING BOOK$55,498
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NATIONAL PARTNERSHIPS - WE FUNDED A NUMBER OF STRATEGIC NATIONAL PARTNERSHIPS AGAIN THIS YEAR, INCLUDING HUMAN ANIMAL SUPPORT SERVICES AND MADDIE'S MILLION PET CHALLENGE PROJECTS. WE APPROVED 17 NEW PARTNERSHIP GRANTS THIS YEAR.Description1Txt
Expenses1$5,634,169Expenses1Amt
Description2EDUCATION GRANTS - WE CONTINUED TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR WORKERS AND VOLUNTEERS IN OUR INDUSTRY THROUGH OPPORTUNITIES LIKE CONFERENCE SCHOLARSHIPS, SHELTER MEDICINE TRAINING, MADDIE'S UNIVERSITY COURSE DEVELOPMENT, AND IN-PERSON, ONLINE AND HYBRID TRAININGS. WE APPROVED 25 EDUCATION GRANTS THIS YEAR.Description2Txt
Expenses2$2,211,358Expenses2Amt
Description3RESEARCH GRANTS - WE FUNDED SEVERAL RESEARCH PROJECTS FOCUSING ON ACCESS TO VETERINARY CARE, INCLUDING THE ALIGNCARE PROJECT. WE APPROVED 5 NEW RESEARCH GRANTS THIS YEAR.Description3Txt
Expenses3$1,032,793Expenses3Amt
Description4HURRICANE RELIEF GRANTS - WE FUNDED HURRICANE RELIEF GRANTS TO 12 ORGANIZATIONS WHO WERE AFFECTED BY HURRICANE HELENE OR HURRICANE MILTON IN LATE 2024.Description4Txt
Expenses4$485,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$255,194,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,255,383AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$264,449,485TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$264,449,485AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,966,742CashDeemedCharitableAmt
Net Vl Noncharitable Assets$260,482,743NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,024,137MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,024,137MinimumInvestmentReturnAmt
Tax Based On Investment Income$219,417TaxBasedOnInvestmentIncomeAmt
Total Tax$219,417TotalTaxAmt
Distributable Before Adj$12,804,720DistributableBeforeAdjAmt
Recoveries Qualfied Distri$229,388RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,034,108DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,034,108DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,294,362ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$129,250CharitableAssetsAcquisPaidAmt
Qualifying Distributions$19,423,612QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,034,108DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,528,371ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$997,483ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,287,401ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,040,122ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,853,377TotalExcessDistributionCyovAmt
Qualifying Distributions$19,423,612QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,034,108AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,389,504RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,242,881TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,528,371ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,714,510ExcessDistriCyovToNextYrAmt
Excess From Year3$997,483ExcessFromYear3Amt
Excess From Year2$2,287,401ExcessFromYear2Amt
Excess From Year1$4,040,122ExcessFromYear1Amt
Excess From Current Year$6,389,504ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAMY ZEIFANGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16150 STONERIDGE MALL RD SUITE 125AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9253105450RecipientPhoneNum
Recipient Email AddressGRANTS@MADDIESFUND.ORGRecipientEmailAddressTxt
Form And Info And MaterialsPLEASE SEE OUR WEBSITE AT WWW.MADDIESFUND.ORG TO REVIEW OUR GUIDELINES.FormAndInfoAndMaterialsTxt
Submission DeadlinesPLEASE SEE OUR WEBSITE FOR ADDITIONAL INFORMATION.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS TO ANIMAL ORGANIZATIONS AND GROUPS ONLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (181 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVOCATES FOR ABUSED AND ABANDONED PETS A3P
7716 TA RIVER DRIVESPOTSYLVANIAVA22551N/APCOPEN ARMS CHALLENGE 2024$2,000
AGGIELAND HUMANE SOCIETY
5359 LEONARD ROADBRYANTX77807N/APCOPEN ARMS CHALLENGE 2024$2,000
ALAQUA ANIMAL REFUGE INC
155 DUGAS WAYFREEPORTFL324393357N/APC2024 HURRICANE RELIEF GRANT$15,000
ALBERT'S DOG LOUNGE RESCUE
N7285 WOODFIELD LANEWHITEWATERWI53190N/APCOPEN ARMS CHALLENGE 2024$2,000
ALIGNCARE HEALTH INC
7429 LAWFORD ROADKNOXVILLETN37919N/APCCOMMUNITY CONVERSATIONS - OCTOBER 2024 - MONTHLY WINNER$330,000
ALL KIND ANIMAL INITIATIVE
925 S 25TH STABILENETX79602N/APCCOMMUNITY CONVERSATIONS - JULY 2024 - MONTHLY WINNER$2,500
ALLIANCE FOR CONTRACEPTION IN CATS & DOGS
1145 NW OLD CORNELIUS PASS ROADPORTLANDOR97213N/APC2025 - 2027 OPERATIONS$25,000
AMERICAN COLLEGE OF VETERINARY BEHAVIORISTS
14 IMPERIAL PLACE 201PROVIDENCERI02903N/APC2025 ACVB SYMPOSIUM SPONSORSHIP$1,000
AMERICAN MALTESE ASSOCIATION RESCUE
30901 PUDDING CREEK ROADFORT BRAGGCA95437N/APCCOMMUNITY CONVERSATIONS - SEPTEMBER 2024 - MONTHLY WINNER$2,500
ANIMAL GRANTMAKERS
200 E STATE ST SUITE 307MEDIAPA19063N/APC2024 CONFERENCE AND OPERATIONS$15,000
ANIMAL HOUSE CAT RESCUE AND ADOPTION CENTER
2151 59TH STREETSAINT LOUISMO63110N/APCOPEN ARMS CHALLENGE 2024$2,000
ASHEVILLE HUMANE SOCIETY
14 FOREVER FRIEND LANEASHEVILLENC28806N/APC2024 HURRICANE RELIEF GRANT$50,000
ASSOCIATION OF PROFESSIONAL HUMANE EDUCATORS
1320 HARBOR BAY PARKWAY STE 200ALAMEDACA94502N/APC2025 ANNUAL CONFERENCE SCHOLARSHIPS$7,000
ASSOCIATION OF SHELTER VETERINARIANS
3225 ALPHAWOOD DRIVEAPEXNC27539N/APCDENTAL CARE PLANNING GRANT$80,000
ATLANTA DOG MOM FULL HEARTS
8735 DUNWOODY PLACE STE RATLANTAGA303502995N/APC30TH ANNIVERSARY HERO AWARDS$30,000
AUSTIN HUMANE SOCIETY
124 W ANDERSON LANEAUSTINTX78752N/APCOPEN ARMS CHALLENGE 2024$2,000
AUSTIN PETS ALIVE
1156 W CESAR CHAVEZ STAUSTINTX78703N/APCCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25$572,500
AWESIINYAG ARE LOVED
23696 HWY 1RED LAKEMN56671N/APCCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25$20,000
BARTHOLOMEW COUNTY HUMANE SOCIETY
PO BOX 1088COLUMBUSIN47202N/APCOPEN ARMS CHALLENGE 2024$2,000
BEAUTIFUL HEARTS RESCUE
23396 THOMPSON RDSHELL LAKEWI54871N/APCOPEN ARMS CHALLENGE 2024$5,000
BERKELEY HUMANE
2700 NINTH STREETBERKELEYCA94710N/APC2024 BARK AND MEOW AROUND THE BLOCK ADOPT-A-THON AND STREET FAIR$30,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741N/APC2022 - 2025 SHELTER EMBED PROGRAM$750,000
BINX'S HOME FOR BLACK CATS CO
841 HAYWOOD RDASHEVILLENC28806N/APC2024 HURRICANE RELIEF GRANT$15,000
BLACK PET BUSINESS NETWORK
1171 ARBOUR POINT WAY APT 809OCOEEFL34761N/APCMADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - PET GROOMING$10,000
BRAVEHEART BULLIEZ RESCUE
PO BOX 768400ROSWELLGA30076N/APCOPEN ARMS CHALLENGE 2024$2,000
BROTHER WOLF ANIMAL RESCUE
PO BOX 8195ASHEVILLENC28814N/APC2024 HURRICANE RELIEF GRANT$250,000
BUSTER'S PAW PRINTS
12935 WILDER ROADRED BLUFFCA96080N/APCOPEN ARMS CHALLENGE 2024$5,000
CALIFORNIA ANIMAL WELFARE ASSOCIATION
PO BOX 249PENN VALLEYCA95946N/APC2025 CEO FORUM SPONSORSHIP$15,000
CARING FOR CANINES
4103 EAST FANFOL DRIVEPHOENIXAZ85028N/APCNATIONAL FOSTER SURVEY 2024$500
CAT BY CAT INC
2600 DODGE RDEAST AMHERSTNY14051N/APCOPEN ARMS CHALLENGE 2024$2,000
CAT GUARDIANS TNR & RESCUE
819 CACTUS CTSALINASCA939054606N/APCMPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 3$1,000
CAT TALES RESCUE NC
119 BRASWELL RDCHAPEL HILLNC27516N/APCOPEN ARMS CHALLENGE 2024$2,000
CENTRAL DAKOTA HUMANE SOCIETY
2104 37TH STMANDANND58554N/APCOPEN ARMS CHALLENGE 2024$2,000
CENTRAL FLORIDA COMMUNITY PET CLINIC
85-A S CHARLES RICHARD BEALL BLVDDEBARYFL32713N/APCMPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 1$1,000
CHATTAHOOCHEE HUMANE SOCIETY
3265 FAIRFAX BYPASSVALLEYAL31833N/APCCOMMUNITY CONVERSATIONS - SEPTEMBER 2024 - MONTHLY WINNER$2,500
CITY OF LIVE OAK
101 WHITE AVENUE SOUTHEASTLIVE OAKFL32064N/AGOV2024 HURRICANE RELIEF GRANT$10,000
CITY OF LOVINGTON ANIMAL CONTROL
3633 S MAIN STLOVINGTONNM88260N/AGOVOPEN ARMS CHALLENGE 2024$2,000
CITY OF SAGINAW ANIMAL SERVICES
205 BRENDA LANESAGINAWTX76179N/AGOVOPEN ARMS CHALLENGE 2024$2,000
CITY OF SANTA ROSA ANIMAL CONTROL
244 S 4TH STREETSANTA ROSANM88435N/AGOVOPEN ARMS CHALLENGE 2024$2,000
CLOWDER 9 RANCH INC
PO BOX 255BUHLID83316N/APCMPF MONTHLY GRANT GIVEAWAY - APRIL 2025$3,000
COMMUNITY ANIMAL MEDICINE PROJECT
957 N GAFFEY STREETSAN PEDROCA90731N/APCOPEN ARMS CHALLENGE 2024$2,000
COMPANIONS AND ANIMALS FOR REFORM AND EQUITY
420 DUNKIRK RDBALTIMOREMD21212N/APC2023 VISION: HUMAN AND ANIMAL WELL-BEING$1,466,000
CORNELL UNIVERSITY
130 E SENECA STREET SUITE 400ITHACANY14850N/APCMADDIE'S SHELTER MEDICINE PROGRAM, YEARS 20 - 24 CONTINUATION GRANT$935,000
DARLINGTON COUNTY HUMANE SOCIETY
1705 ADOPTION WAYDARLINGTONSC29532N/APCOPEN ARMS CHALLENGE 2024$2,000
DEAR OLD GEEZERS
23010 ROSEBUD RDBURLINGTONTX76519N/APCCOMMUNITY CONVERSATIONS - MARCH 2025 - MONTHLY WINNER$2,500
DIRTY LITTLE PAWS
3808-36 VISTA CAMPANA SOUTHOCEANSIDECA92057N/APCCOMMUNITY CONVERSATIONS - DECEMBER 2024 - MONTHLY WINNER$2,500
EAST BAY SPCA
8323 BALDWIN STREETOAKLANDCA94621N/APCOPEN ARMS CHALLENGE 2024$2,000
ERIE COUNTY SPCA
300 HARLEM ROADWEST SENECANY14224N/APCOPEN ARMS CHALLENGE 2024$1,000
EVERY DOG BEHAVIOR TRAINING
E HWY 290 EAST HIGHWAY 290 BLDG 2AUSTINTX78723N/APC30TH ANNIVERSARY HERO AWARDS$30,000SUITE D
FANCY CATS AND DOGS RESCUE TEAM
PO BOX 182HERNDONVA20172N/APCNATIONAL FOSTER SURVEY 2024$500
FAUNALYTICS
PO BOX 152703SAN DIEGOCA92195N/APCFAUNA CONNECTIONS RESEARCH SYMPOSIUM 2024 SPONSORSHIP$3,000
FEBRUARY STAR SANCTUARY
3910 AUSHERMAN RDKNOXVILLEMD21758N/APCOPEN ARMS CHALLENGE 2024$2,000
FERAL FREEDOM NORTHERN CALIFORNIA
110 W SAN MARTIN AVESAN MARTINCA95046N/APCOPEN ARMS CHALLENGE 2024$2,000
FERNDALE CAT SHELTER
686 LIVERNOISFERNDALEMI48220N/APCOPEN ARMS CHALLENGE 2024$2,000
FRANKIE & ANDY'S
653 GAINESVILLE HIGHWAYWINDERGA30680N/APCOPEN ARMS CHALLENGE 2024$2,000
FRANKIE'S FRIENDS CAT RESCUE
730 5TH AVENEW KENSINGTONPA15068N/APCNATIONAL FOSTER SURVEY 2024$500
FREE DOG TRAINERS
7825 MONTERO DRIVEROHNERT PARKCA94928N/APC30TH ANNIVERSARY HERO AWARDS$30,000
FRIENDS OF JACKSON COUNTY ANIMAL SHELTER
PO BOX 31GAINSBOROTN38562N/APCNATIONAL FOSTER SURVEY 2024$500
FRIENDS OF OAKLAND ANIMAL SERVICES
1101 29TH AVEOAKLANDCA94578N/APCCOMMUNITY CLINICS$203,610
FUREVERILOVEATLANTA INC
28 GROVE PARK PL NWATLANTAGA30318N/APC2024 HURRICANE RELIEF GRANT$10,000
FURRY FRIENDS ADOPTION CLINIC & RANCH
100 CAPITAL STREETJUPITERFL33458N/APC2024 HURRICANE RELIEF GRANT$25,000
GEORGIA HEARTLAND HUMANE SOCIETY
232 PRESERVE DRNEWNANGA30263N/APCCOMMUNITY CONVERSATIONS - AUGUST 2024 - MONTHLY WINNER$2,500
GLOBAL ADVOCATES AND ALLIES
809 NORTHWEST 119TH STREETNORTH MIAMIFL33168N/APC2024 HURRICANE RELIEF GRANT$10,000
GOOD SHEPHERD HUMANE SOCIETY
6486 HWY 62 WEUREKA SPRINGSAR72632N/APC30TH ANNIVERSARY HERO AWARDS$45,000
GREENHILL HUMANE SOCIETY
88530 GREEN HILL RDEUGENEOR97402N/APCMPF MONTHLY GRANT GIVEAWAY - MAY 2025$3,000
GREENVILLE COUNTY ANIMAL CARE
328 FURMAN HALL RDGREENVILLESC29609N/AGOV2024 HURRICANE RELIEF GRANT$20,000
HALLS HOPEFUL HOUNDS RESCUE CO
185 RIVER RDMCDONOUGHGA30252N/APCCOMMUNITY CONVERSATIONS - MAY 2025 - MONTHLY WINNER$2,500
HANCOCK COUNTY HUMANE FOUNDATION
241 OHIO RIVER BLVDNEW CUMBERLANDWV26047N/APCNATIONAL FOSTER SURVEY 2024$500
HANDICAPPED PETS FOUNDATION
379 AMHERST STREET PMB 210NASHUANH03063N/APCCOMMUNITY CONVERSATIONS - MARCH 2025 - MONTHLY WINNER$2,500
HAPPY LIFE ANIMAL RESCUE
550 ROUTE 22PAWLINGNY12564N/APCOPEN ARMS CHALLENGE 2024$2,000
HART COUNTY ANIMAL SHELTER
2190 S DIXIE HIGHWAYMUNFORDKY42765N/AGOVMPF MONTHLY GRANT GIVEAWAY - JUNE 2024$3,000
HATCHING LLC
633 OCEAN AVE 26SANTA MONICACA90402N/ANCCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25$10,000
HEARTS ALIVE VILLAGE
1750 SOUTH RAINBOW BLVD 4LAS VEGASNV89146N/APCMPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 2$1,000
HEBER VALLEY ANIMAL SERVICES
635 W AIRPORT RDHEBER CITYUT84032N/AGOVMPF MONTHLY GRANT GIVEAWAY - JANUARY 2025$3,000
HOOD RIVER ADOPT A DOG
PO BOX 475HOOD RIVEROR97031N/APCOPEN ARMS CHALLENGE 2024$2,000
HOUSING EQUITY & ADVOCACY RESOURCE TEAM
3612 11TH AVENUELOS ANGELESCA90018N/APC2024 GENERAL OPERATING SUPPORT$50,000
HUMAN AND PET INITIATIVE
7568 ALTURA PLACEOAKLANDCA94605N/APCOPEN ARMS CHALLENGE 2024$1,000
HUMANE RESCUE ALLIANCE
71 OGLETHORPE STREET NWWASHINGTONDC20011N/APCCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25$878,993
HUMANE SOCIETY ELKHART COUNTY
54687 COUNTY ROAD 19BRISTOLIN46507N/APCOPEN ARMS CHALLENGE 2024$2,000
HUMANE SOCIETY NAPLES
370 AIRPORT-PULLING ROAD NORTHNAPLESFL34104N/APCOPEN ARMS CHALLENGE 2024$2,000
HUMANE SOCIETY OF SOUTHERN WISCONSIN
4700 S COUNTY ROAD GJANESVILLEWI53546N/APCOPEN ARMS CHALLENGE 2024$2,000
HUMANE SOCIETY OF THE PALOUSE
2019 EAST WHITE AVEMOSCOWID83843N/APCMPF MONTHLY GRANT GIVEAWAY - SEPTEMBER 2024$3,000
HUMANE SOCIETY OF THE TREASURE COAST
4100 SW LEIGHTON FARM AVENUEPALM CITYFL34990N/APCOPEN ARMS CHALLENGE 2024$2,000
HUMANE WORLD FOR ANIMALS
2100 L STREET NWWASHINGTONDC20037N/APC2025 ANIMAL CARE EXPO SPONSORSHIP$90,460
INQUIRING SYSTEMS INC
887 SONOMA AVENUE 23SANTA ROSACA95404N/APCMADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - DEEP DIVE MODULES$625,000
INTERNATIONAL ASSOCIATION OF VETERINARY SOCIAL WORK
PO BOX 602TWINSBURGOH44087N/APC2024 VIRTUAL CONFERENCE$5,000
JOPLIN HUMANE SOCIETY INC
140 E EMPEROR LANEJOPLINMO64801N/APCNATIONAL FOSTER SURVEY 2024$500
JOYBOUND PEOPLE & PETS
2890 MITCHELL DRIVEWALNUT CREEKCA94598N/APC2024 BRING YOUR DOG TO WORKDAY$405,000
JVR SHELTER STRATEGIES LLC
1025 ALAMEDA DE LAS PULGAS NO 333BELMONTCA94002N/ANCCOMMUNITY ENGAGEMENT CASE STUDY$141,000
KARMA CAT RESCUE
346 PAUL AVENUEMOUNTAIN VIEWCA94041N/APCOPEN ARMS CHALLENGE 2024$2,000
KAY TURPIN ANIMAL RESCUE FUND INC
505 PARK DRIVELEBANONKY40033N/APCCOMMUNITY CONVERSATIONS - FEBRUARY 2025 - MONTHLY WINNER$5,000
KENOL'S CATS
749 FAIRBANKS STREETELIZABETHNJ07202N/APCOPEN ARMS CHALLENGE 2024$2,000
KENT ANIMAL SHELTER
2259 RIVER RDCALVERTONNY11933N/APCCAPITAL CAMPAIGN$250,000
KITTY RESCUE CORP
11345 BLACKWOOD DRNEW PORT RICHEYFL34654N/APCOPEN ARMS CHALLENGE 2024$2,000
LAKE OCONEE HUMANE SOCIETY
1020 PARK AVE STE 101GREENSBOROGA30642N/APCOPEN ARMS CHALLENGE 2024$2,000
LAKESHORE HUMANE SOCIETY
1551 N 8TH STREETMANITOWOCWI54220N/APCCOMMUNITY CONVERSATIONS - NOVEMBER 2024 - MONTHLY WINNER$2,500
LC'S FOUNDATION
23145 ALMIRA STREETSOUTHFIELDMI48033N/APCCOMMUNITY CONVERSATIONS - MAY 2025 - MONTHLY WINNER$2,500
LIFELINE ORO VALLEY ANIMAL RESCUE
11430 N CHAROLEAU DRORO VALLEYAZ85737N/APCOPEN ARMS CHALLENGE 2024$5,000
LIL BUB'S BIG FUND
1021 S WALNUT STREETBLOOMINGTONIN47401N/APCCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25$10,000
LOVE FOR ANIMALS INC
1940 DUNLAP AVE UNIT 3EAST POINTGA30344N/APC30TH ANNIVERSARY HERO AWARDS$32,000
LOVING PAWS INC
14350 VICTORY BLVDVAN NUYSCA91401N/APC30TH ANNIVERSARY HERO AWARDS$30,000
LUCKY DOG ANIMAL RESCUE
5159 LANGSTON BLVDARLINGTONVA22207N/APC2025 SCHOLARSHIPS FOR RURAL ORGANIZATIONS$62,000
MATCHDOG RESCUE
235 FLAMINGO DRIVEMARLTONNJ08053N/APCOPEN ARMS CHALLENGE 2024$2,000
MENDED PAWS SANCTUARY
137 RANDALL RDBLYTHEVILLEAR72315N/APCMPF MONTHLY GRANT GIVEAWAY - JULY 2024$3,000
MISFIT FELINES
124 S HARRISON STREETSTOUGHTONWI53589N/APCOPEN ARMS CHALLENGE 2024$2,000
MULTICULTURAL VETERINARY MEDICAL ASSOCIATION
7769 OUTBACK AVE NWSILVERDALEWA98383N/APCOPEN ACCESS FEES$68,108
MUTTVILLE
PO BOX 410207SAN FRANCISCOCA94141N/APC2024 BRING YOUR DOG TO WORKDAY$5,000
MY DOG IS MY HOME
60-11 69TH AVENUERIDGEWOODNY11385N/APC2025 CO-SHELTERING CONFERENCE SCHOLARSHIPS$46,000
NAGI FOUNDATION
18521 EAST QUEEN CREEK RD SUITEQUEEN CREEKAZ85142N/APC30TH ANNIVERSARY HERO AWARDS$30,000105-468
NATIONAL ANIMAL CARE & CONTROL ASSOCIATION
PO BOX 363LINDSBORGKS674560363N/APC2024 - 2026 OPERATIONS SUPPORT$260,000
NATIONAL KITTEN COLLEGE
3413 KEMPER ROADARLINGTONVA22206N/APCMADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT (SERIES) - KITTEN COLLEGE$50,000
NATIVES IN VETMED
710 CITY PARK AVE APT A110FORT COLLINSCO80521N/APC2025 CONFERENCE AND CLINICAL PRACTICE EXPERIENCE SCHOLARSHIP FUND$75,000
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134N/APCCOMMUNITY CONVERSATIONS - JANUARY 2025 - MONTHLY WINNER$5,000
NUZZLES & CO PET RESCUE AND ADOPTION
6466 N HIGHVIEW RDPEOAUT84061N/APCOPEN ARMS CHALLENGE 2024$2,000
OAHU SPCA
823 OLIVE AVENUEWAHIAWAHI96786N/APCOPEN ARMS CHALLENGE 2024$2,000
ONE TAIL AT A TIME NFP
2020 N CALIFORNIA STE 7 152CHICAGOIL60647N/APCMADDIE'S UNIVERSITY COURSE DEVELOPMENT ON LEASH REACTIVITY$10,000
OPEN DOOR VETERINARY COLLECTIVE
23246 LONG JUDSON RDGRAND RAPIDSOH43522N/APC2025 - 2027 MADDIE'S MILLION PET CHALLENGE$403,103
OPERATION KINDNESS
3201 EARHART DRCARROLLTONTX75006N/APC2025 TEXAS UNITES CONFERENCE SCHOLARSHIPS$50,000
OSHKOSH AREA HUMANE SOCIETY
1925 SHELTER COURTOSHKOSHWI54901N/APCNATIONAL FOSTER SURVEY 2024$2,500
PARTNERS FOR PETS HUMANE SOCIETY
PO BOX 445TROYIL62294N/APCOPEN ARMS CHALLENGE 2024$2,000
PASADO'S SAFE HAVEN
10131 WOODS LAKE ROADMONROEWA98177N/APCOPEN ARMS CHALLENGE 2024$1,000
PASCO COUNTY BOARD OF COUNTY COMMISSIONERS
19640 DOGPATCH LANELAND O LAKESFL34638N/AGOV2024 HURRICANE RELIEF GRANT$50,000
PAWS AND CLAWS CHICAGO RESCUE
829 CHICAGO AVEEVANSTONIL60202N/APCMPF MONTHLY GRANT GIVEAWAY - AUGUST 2024$3,500
PAWS FOR LIFE NC
PO BOX 338YOUNGSVILLENC27587N/APCOPEN ARMS CHALLENGE 2024$1,000
PAWS OF GRAYS HARBOR
800 W 1ST STABERDEENWA98520N/APCCOMMUNITY CONVERSATIONS - DECEMBER 2024 - MONTHLY WINNER$2,500
PAWS CLAWS AND HOOVES ANIMAL RESCUE & SANCTUARY INC
8843 MORGAN LN 553SNOWFLAKEAZ85937N/APCOPEN ARMS CHALLENGE 2024$5,000
PEAK GRANTMAKING INC
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006N/APC2025 COMMUNITY HEALTH FAIR FOR PEOPLE & PETS SPONSORSHIP$15,000
PENFED FOUNDATION
2930 EISENHOWER AVENUEALEXANDRIAVA22314N/APC2025 CHAMPIONS TO THE RESCUE$25,000
PEOPLE FOR ANIMALS
401 HILLSIDE AVEHILLSIDENJ07205N/APCOPEN ARMS CHALLENGE 2024$2,000
PERRY LEBARON VENTURES LLC
922 FULLER HILL ROADWARRENVT05674N/ANC2025 ONLINE CAT CONFERENCE SCHOLARSHIPS$7,500
POLK COUNTY BULLY PROJECT
5840 BRANNEN RD WLAKELANDFL33813N/APCOPEN ARMS CHALLENGE 2024$2,000
PRALINE'S BACKYARD FOUNDATION INC
650 PONCE DE LEON AVENUE SUITE 300ATLANTAGA30308N/APCOPEN ARMS CHALLENGE 2024$1,000PMB2421
PROJECT STREET VET
PO BOX 232579ENCINITASCA920232579N/APCSTRATEGIC PLANNING CONSULTANT - YEAR 2 & 3$150,000
RANCHO COASTAL HUMANE SOCIETY
389 REQUEZA STENCINITASCA92024N/APCMPF MONTHLY GRANT GIVEAWAY - OCTOBER 2024$3,000
ROANOKE VALLEY SPCA
1340 BALDWIN AVENUE NEROANOKEVA24012N/APCMPF MONTHLY GRANT GIVEAWAY - NOVEMBER 2024$3,000
ROUTT COUNTY HUMANE SOCIETY
760 CRITTER CTSTEAMBOAT SPRINGSCO80487N/APCOPEN ARMS CHALLENGE 2024$2,000
RUNAWAYS ANIMAL RESCUE
8020 WASHINGTON STPORT RICHEYFL34668N/APOF2024 HURRICANE RELIEF GRANT$15,000
SALEM FRIENDS OF FELINES
4157 CHERRY AVE NEKEIZEROR97303N/APCOPEN ARMS CHALLENGE 2024$1,000
SAN FRANCISCO SPCA
201 ALABAMA STREETSAN FRANCISCOCA94103N/APC2022 - 2025 COMET PROGRAM$1,158,767
SAN MATEO COUNTY ANIMAL CONTROL AND LICENSING
225 37TH AVESAN MATEOCA94403N/AGOVCOMMUNITY CONVERSATIONS - JUNE 2024 - MONTHLY WINNER$2,500
SANTA BARBARA COUNTY ANIMAL SERVICES
5473 OVERPASS ROADSANTA BARBARACA93111N/AGOVMPF MONTHLY GRANT GIVEAWAY - MARCH 2025$3,000
SILVERSTRAY SOCIAL
1320 2ND STLA PORTEIN46350N/APCOPEN ARMS CHALLENGE 2024$2,000
SOL DOG LODGE AND TRAINING CENTER
1895 WEST PRINCE ROADTUCSONAZ85705N/APCCOMMUNITY CONVERSATIONS - NOVEMBER 2024 - MONTHLY WINNER$2,500
SOURIS VALLEY ANIMAL SHELTER
1935 20TH AVE SEMINOTND58701N/APCOPEN ARMS CHALLENGE 2024$1,000
SOUTHERN PINES ANIMAL SHELTER
1901 NORTH 31ST AVENUEHATTIESBURGMS39401N/APCOPEN ARMS CHALLENGE 2024$1,000
SPAYED AND AID OF KENTUCKY
339 KARLA CIRCLERUSSELLVILLEKY42276N/APCOPEN ARMS CHALLENGE 2024$2,000
SPCA OF WAKE COUNTY
200 PETFINDER LANERALEIGHNC27603N/APCOPEN ARMS CHALLENGE 2024$2,000
SPEAK FOR ANIMALS
PO BOX 24185GREENVILLESC29616N/APCOPEN ARMS CHALLENGE 2024$2,000
SPOKANE HUMANE SOCIETY
6607 N HAVANA STREETSPOKANEWA99217N/APCOPEN ARMS CHALLENGE 2024$10,000
SPRING BRANCH RESCUE
17506 CANTON FORESTRICHMONDTX77407N/APCMPF MONTHLY GRANT GIVEAWAY - FEBRUARY 2025$3,000
STELLAFIRMA STRATEGIES LLC
705 S DECKER AVEBALTIMOREMD21224N/ANCCOMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25$10,000
SUMMIT COUNTY ANIMAL CONTROL AND SHELTER
PO BOX 5225FRISCOCO80443N/AGOVOPEN ARMS CHALLENGE 2024$2,000
SUN CITIES 4 PAWS RESCUE
PO BOX 426YOUNGTOWNAZ85363N/APCNATIONAL FOSTER SURVEY 2024$500
SUNCOAST HUMANE SOCIETY
6781 SAN CASA DRIVEENGLEWOODFL34224N/APCOPEN ARMS CHALLENGE 2024$2,000
TEAM SHELTER USA LLC
10777 WEST SAMPLE ROAD 315CORAL SPRINGSFL33065N/ANC2025 MADDIE'S MILLION PET CHALLENGE$310,000
THE ANIMAL FOUNDATION
655 NORTH MOJAVE ROADLAS VEGASNV89101N/APCOPEN ARMS CHALLENGE 2024$2,000
THE ANIMAL MISSION
127 HUMANE LANECOLUMBIASC29209N/APCCOMMUNITY CONVERSATIONS - JUNE 2024 - MONTHLY WINNER$2,500
THE ANIMAL PROTECTIVE ASSOCIATION OF MISSOURI
1705 SOUTH HANLEY ROADBRENTWOODMO63144N/APCOPEN ARMS CHALLENGE 2024$1,000
THE ANTI-CRUELTY SOCIETY
157 WEST GRAND AVECHICAGOIL60654N/APCOPEN ARMS CHALLENGE 2024$2,000
THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT
15508 W BELL ROAD SUITE 101-613SURPRISEAZ85374N/ANC2024 FALL CONFERENCE SCHOLARSHIPS$76,000
THE CAT SANCTUARY
117 E 33RD AVEEUGENEOR97405N/APCCOMMUNITY CONVERSATIONS - APRIL 2025 - MONTHLY WINNER$5,000
THE INNER PUP
5208 MAGAZINE STREET BOX 357NEW ORLEANSLA70115N/APC2025 COMMUNITY HEALTH FAIR FOR PEOPLE & PETS SPONSORSHIP$79,488
THE LIFE OF KAI COMPASSION CONNECTIONS INC
1520 E COVELL BLVDDAVISCA95616N/APCOPEN ARMS CHALLENGE 2024$2,000
THE PAW MISSION INC
13229 7TH PLACEYUCAIPACA92399N/APOF2024 - 2025 CONFERENCE SCHOLARSHIP FUND$120,000
THE RETRIEVERS
2280 QUEENS DRIVEWOODBURYMN551250000N/APCMADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - LOST DOG PREVENTION$10,000
TOWN OF GREECE ANIMAL CONTROL
500 MAIDEN LANEROCHESTERNY14616N/AGOVNATIONAL FOSTER SURVEY 2024$500
TREE HOUSE HUMANE SOCIETY
7225 N WESTERN AVENUECHICAGOIL60645N/APCOPEN ARMS CHALLENGE 2024$1,000
UC DAVIS FOUNDATION
ONE SHIELDS AVENUEDAVISCA956165270N/APCBEHAVIORAL EUTHANASIA STUDY$1,137,345
UNDERDOG PET RESCUE
PO BOX 6181MONONAWI53716N/APCULTRASOUND MACHINE$65,000
UNICOI COUNTY ANIMAL SHELTER
185 N INDUSTRIAL DRIVEERWINTN37650N/APC2024 HURRICANE RELIEF GRANT$15,000
UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425GAINESVILLEFL32604N/APCMADDIE'S MILLION PET CHALLENGE$335,090
UNIVERSITY OF TENNESSEE
1618 W CUMBERLAND AVE 206 HENSONKNOXVILLETN379963332N/ANCALIGNCARE'S 5-YEAR STRATEGIC PLAN THROUGH 2029$704,983HALL
UNIVERSITY OF WISCONSIN-MADISON
2015 LINDEN DRIVEMADISONWI53706N/ANCMADDIE'S CLINICAL INSTRUCTOR$827,014
VALLEY HUMANE SOCIETY-CA
3670 NEVADA STREETPLEASANTONCA94566N/APC2024 BRING YOUR DOG TO WORKDAY$5,000
VANDERBURGH HUMANE SOCIETY INC
400 MILLNER INDUSTRIAL DRIVEEVANSVILLEIN47710N/APCOPEN ARMS CHALLENGE 2024$2,000
VETERINARY CARE ACCESSIBILITY PROJECT
204 WHIMS LANEROCHESTERMI48306N/APCPET HEALTH INSURANCE RESEARCH$31,074
WANDERERS' REST HUMANE ASSOCIATION
PO BOX 535CANASTOTANY13032N/APCOPEN ARMS CHALLENGE 2024$5,000
WHISKERS N WISHES SANCTUARY
16705 W CALLE AMAYAMARANAAZ85653N/APCOPEN ARMS CHALLENGE 2024$1,000
WILLIAMSON COUNTY ANIMAL CENTER
1006 GRIGSBY HAYES COURTFRANKLINTN37064N/AGOVOPEN ARMS CHALLENGE 2024$2,000
WINCHESTER AREA SPCA
115 FEATHERBED LANEWINCHESTERVA26851N/APCOPEN ARMS CHALLENGE 2024$2,000
WISCONSIN FOUNDATION AND ALUMNI ASSOCIATION
1848 UNIVERSITY AVEMADISONWI53726N/APCFELINE H5N1 OUTBREAK RESPONSE$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,006,035TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR CONTRACEPTION IN CATS & DOGS
1145 NW OLD CORNELIUS PASS ROADPORTLANDOR97213N/APC2025 - 2027 OPERATIONS$50,000
FRIENDS OF PIMA ANIMAL CARE CENTER
PO BOX 85370TUCSONAZ857545370N/APCPIMA COUNTY ACCESS TO CARE COLLABORATION AWARD$637,150
GOOD SHEPHERD HUMANE SOCIETY
6486 HWY 62 WEUREKA SPRINGSAR72632N/APCRURAL WORKING GROUP ADMINISTRATIVE SUPPORT 2025 AWARD$36,200
HUMANE RESCUE ALLIANCE
71 OGLETHORPE STREET NWWASHINGTONDC20011N/APCMLK COMMUNITY CLINIC$646,619
HUMANE SOCIETY OF SOUTHERN ARIZONA
635 WEST ROGER ROADTUCSONAZ857052618N/APCPIMA COUNTY ACCESS TO CARE COLLABORATION AWARD$692,850
OPEN DOOR VETERINARY COLLECTIVE
23246 LONG JUDSON RDGRAND RAPIDSOH43522N/APC2025 - 2027 MADDIE'S MILLION PET CHALLENGE$283,000
THE INNER PUP
5208 MAGAZINE STREETBOX 357NEW ORLEANSLA70115N/APCONE-TOUCH HEARTWORM TREATMENT STUDY AWARD$260,236
UNIVERSITY OF WISCONSIN-MADISON
2015 LINDEN DRIVEMADISONWI53706N/ANCMADDIE'S CLINICAL INSTRUCTOR$2,103,370
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,709,425TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,654ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,985,612ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,105,308ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
MISCELLANEOUS INCOME14$925
PARTNERSHIP INCOME/LOSS14$82,603523000$36,339

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$36,339UnrelatedBusinessTaxblIncmAmt
Exclusion$17,195,102ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,231,441TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$195,293Amt
Net Investment Income$41,524NetInvestmentIncomeAmt
Disbursements Charitable Prps$154,006DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
HATCHING LLC
633 OCEAN AVE 26SANTA MONICACA904022024-06-05$10,000COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25$10,000NO DIVERSION OF GRANT FUNDS WAS FOUNDFINAL REPORT: 7/23/2025OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
JVR SHELTER STRATEGIES LLC
1025 ALAMEDA DE LAS PULGAS NO 333BELMONTCA940022023-07-19$282,500COMMUNITY ENGAGEMENT CASE STUDY$240,500NO DIVERSION OF GRANT FUNDS WAS FOUND9/30/2024 - APPROVED; 10/1/2025 - SCHEDULED; 10/1/2026 - SCHEDULEDOUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
JVR SHELTER STRATEGIES LLC
1025 ALAMEDA DE LAS PULGAS NO 333BELMONTCA940022025-02-14$3,000PUBLICATION FEES$0NO DIVERSION OF GRANT FUNDS WAS FOUNDFINAL REPORT: 9/1/2025 SCHEDULEDOUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
PERRY LEBARON VENTURES LLC
922 FULLER HILL ROADWARRENVT056742024-07-10$4,0002025 ONLINE CAT CONFERENCE SCHOLARSHIPS$4,000NO DIVERSION OF GRANT FUNDS WAS FOUNDFINAL REPORT: 2/4/2025OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
PERRY LEBARON VENTURES LLC
922 FULLER HILL ROADWARRENVT056742024-07-10$1,0002025 ONLINE CAT CONFERENCE SPONSORSHIP$1,000NO DIVERSION OF GRANT FUNDS WAS FOUNDFINAL REPORT: 2/11/2025OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
PERRY LEBARON VENTURES LLC
922 FULLER HILL ROADWARRENVT056742024-07-10$1,2502025 RETURN TO HOME CERTIFICATION WORKSHOPS SCHOLARSHIPS$840NO DIVERSION OF GRANT FUNDS WAS FOUND3/31/2025 - APPROVED; 7/31/2025 - RECEIVED; 12/1/2025 SCHEDULEDOUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
PERRY LEBARON VENTURES LLC
922 FULLER HILL ROADWARRENVT056742024-07-10$1,2502025 SURRENDER PREVENTION CERTIFICATION WORKSHOPS SCHOLARSHIPS$800NO DIVERSION OF GRANT FUNDS WAS FOUND2/4/2025 - APPROVED; 5/19/2025 - APPROVED; 9/30/2025 - SCHEDULED; 11/1/2025OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
RUNAWAYS ANIMAL RESCUE
8020 WASHINGTON STPORT RICHEYFL346682024-12-20$15,0002024 HURRICANE RELIEF GRANT$0NO DIVERSION OF GRANT FUNDS WAS FOUNDFINAL REPORT: 7/9/25 - APPROVED; 8/1/25 - SCHEDULEDOUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
STELLAFIRMA STRATEGIES LLC
705 S DECKER AVEBALTIMOREMD212242024-06-05$10,000COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25$10,000NO DIVERSION OF GRANT FUNDS WAS FOUNDFINAL REPORT: 8/9/2025OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
TEAM SHELTER USA LLC
10777 WEST SAMPLE ROAD 315CORAL SPRINGSFL330652021-09-23$560,000MADDIE'S MILLION PET CHALLENGE$480,000NO DIVERSION OF GRANT FUNDS WAS FOUND2/2/2023 - APPROVED; 1/25/2024 - APPROVED; 1/17/2025 - APPROVEDOUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
TEAM SHELTER USA LLC
10777 WEST SAMPLE ROAD 315CORAL SPRINGSFL330652024-12-07$230,0002025 MADDIE'S MILLION PET CHALLENGE$0NO DIVERSION OF GRANT FUNDS WAS FOUNDSCHEDULED: 2/1/2026OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT
15508 W BELL ROAD SUITE 101-613SURPRISEAZ853742023-09-05$25,0002024 FALL CONFERENCE SCHOLARSHIPS$25,000NO DIVERSION OF GRANT FUNDS WAS FOUNDFINAL REPORT: 2/4/2025OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT
15508 W BELL ROAD SUITE 101-613SURPRISEAZ853742024-07-10$35,0002025 FALL CONFERENCE SCHOLARSHIPS$0NO DIVERSION OF GRANT FUNDS WAS FOUNDSCHEDULED REPORT: 1/1/2026OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT
15508 W BELL ROAD SUITE 101-613SURPRISEAZ853742024-07-10$16,0002025 FALL CONFERENCE SPONSORSHIP (COMMUNITY EVENT)$0NO DIVERSION OF GRANT FUNDS WAS FOUNDSCHEDULED REPORT: 1/1/2026OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierDIRECT SHAREHOLDERS OF FOREIGN CORPORATIONIdentifierTxt
Form And Line Reference990PF, FORM 5471, SCHEDULE B, PART IIFormAndLineReferenceDesc
Medium ExplanationTHE DUFFIELD FAMILY FOUNDATION DBA MADDIE'S FUND ("DUFFIELD") HOLDS AN OWNERSHIP INTEREST IN HIGHVISTA INTERNATIONAL PARTNERS (OFFSHORE), LP ("HIGHVISTA"). HIGHVISTA IS A LIMITED PARTNERSHIP FORMED UNDER THE LAWS OF THE CAYMAN ISLANDS THAT HAS ELECTED TO BE CLASSIFIED AS AN ASSOCIATION TAXABLE AS A CORPORATION FOR U.S. FEDERAL INCOME TAX PURPOSES. HIGHVISTA IS ORGANIZED AS A CAYMAN ISLANDS LIMITED PARTNERSHIP AND DOES NOT ISSUE FORMAL STOCK CERTIFICATES UNDER LOCAL LAW. HOWEVER, THE ENTITY'S OWNERSHIP INTERESTS ARE TREATED AS STOCK FOR U.S. TAX REPORTING PURPOSES UNDER THE ENTITY CLASSIFICATION ELECTION. THE OWNERSHIP INFORMATION SHOWN ON FORM 5471, SCHEDULE B, PART II DOES NOT REPRESENT DUFFIELD'S ACTUAL OWNERSHIP PERCENTAGES. DUFFIELD'S OWNERSHIP PERCENTAGE IN HIGHVISTA IS AS FOLLOWS: BEGINNING OF YEAR: 10.46% END OF YEAR: 10.46%MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHWAB INVESTMENTS:2833-4537 - BRECKINRIDGE FIXEDBondNm
EOY Book Value$11,250,339EOYBookValueAmt
EOYFMV$11,250,339EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB INVESTMENTS:4921-9181 - LONG TERM EQUITIES$102,358,784$102,358,784
SCHWAB INVESTMENTS:7649-7489 - FMI EQUITIES$5,738,412$5,738,412
SCHWAB INVESTMENTS:8037-2136 - EQUITIES, FUNDS$92,143,808$92,143,808

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MS 838-012194 S CASH HELD IN INVESTMENTFMV$792,302$792,302
MS 838-012475 CASH HELD IN INVESTMENTFMV$863,245$863,245
MS 838-012475 ALTERNATIVE INVESTMENTFMV$13,944,314$13,944,314
GS 08337-8 ALT ASSETS - CASHFMV$143,982$143,982
GS 08337-8 ALT ASSETS - ALTERNATIVE INVESTMENTFMV$3,396,376$3,396,376
NT 2623550 CASHFMV$253,162$253,162
NT 2623550 ALTERNATIVE INVESTMENTFMV$28,706,935$28,706,935
SCHWAB INVESTMENTS:2833-4537 - BRECKINRIDGE CASHFMV$106,847$106,847
SCHWAB INVESTMENTS:4921-9181 - LONG TERM CASHFMV$264,892$264,892
SCHWAB INVESTMENTS:6859-6498 - SHORT TERM CASHFMV$7,210,454$7,210,454
SCHWAB INVESTMENTS:7649-7489 - FMI CASHFMV$235,556$235,556
SCHWAB INVESTMENTS:8037-2136 - CASHFMV$593,707$593,707

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENT$404,168$404,168$0
FURNITURE AND EQUIPMENT$292,044$165,900$126,144$126,144
INTERNALLY DEVELOPED SOFTWARE$85,500$85,500$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$29,141LegalFeesAmt
Net Investment Income$68NetInvestmentIncomeAmt
Disbursements Charitable Prps$29,219DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT INCOME RECEIVABLE$185,055$100,365$100,365
PROGRAM RELATED INVESTMENTS$1,449,140$4,217,784$4,217,784
INVESTMENT REDEMPTION RECEIVABLE$57,121$2,904,498$2,904,498

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DONATED RENT$195,983
DISCOUNT ON GRANTS$660,789

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$47,815$0$47,689
OFFICE SUPPLIES$161,819$0$112,839
WEB FEES$19,629$0$19,620
POSTAGE AND SHIPPING$14,754$0$15,072
BANK FEES$3,187$0$3,450
PROGRAM MATERIALS$270,357$0$267,141
MEDIA ADVERTISING$115,398$0$108,746
PROF DUES AND SUBSCRIPTION$14,433$0$13,969
PORTFOLIO DEDUCTIONS$564,218$562,656$0
OTHER TAXES AND FILING FEES$2,767$0$2,767

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MISCELLANEOUS INCOME$925$925$925
PARTNERSHIP INCOME/LOSS$118,942$82,603$118,942

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (4 entries)

DescDescAmtAmt
NET UNREALIZED GAIN ON SECURITIES AND DERIVATIVES$10,011,393
NET UNREALIZED GAIN ON PRIVATE EQUITY FUNDS$1,769,281
RETURN OF GRANTS$229,388
NET UNREALIZED GAIN ON PROGRAM RELATED INVESTMENT$2,768,644

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAX LIABILITYDesc
BOY Book Value$543,374BOYBookValueAmt
EOY Book Value$745,610EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GENERAL CONSULTING$269,645$0$270,645
IT CONSULTING$77,121$0$74,875
CONTRACT SERVICES$15,213$0$15,250
INVESTMENT MANAGEMENT FEES$737,918$724,270$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$6,884$6,884$0
EXCISE TAX$421,990$0$0