NEW HORIZON FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: NEW HORIZON FOUNDATION (EIN 36-3406294)
Tax period: 2024-09-01 to 2025-08-31
Filed: 2026-02-24
IRS object ID: 202610559349100761
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
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Liquidation Explanation Stmt
Legal Fees Schedule
Other Assets Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-02-24T15:47:17-06:00	ReturnTs
Tax Period End	2025-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MILLER COOPER & CO LTD	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 Parkway North Blvd Suite 200	AddressLine1Txt
City	Deerfield	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60015	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363406294	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	New Horizon Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% WILLIAM & ELEANOR REVELLE	InCareOfNm
Business Name Control	NEWH	BusinessNameControlTxt
Phone	8472540509	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2815 Lakeside Court	AddressLine1Txt
City	EVANSTON	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60201	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	William Revelle	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8473285330	PhoneNum
Signature	2025-12-15	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	Lori Moore	PreparerPersonNm
PTIN	P00294158	PTIN
Phone	8472055000	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	$4,043,330	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$121,675	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$121,675	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$31,295	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$79,945	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$90,380	TotalRevAndExpnssAmt
Total Net Invst Incm	$121,675	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$4,629	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,315	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$2,314	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$16,101	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$8,051	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$8,050	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$23,815	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$23,815	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$11,178	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$15	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$55,723	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$34,181	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$10,379	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,790,037	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,790,037	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,845,760	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$34,181	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,800,416	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,755,380	ExcessRevenueOverExpensesAmt
Net Investment Income	$87,494	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$346,639	CashBOYAmt
Cash EOY	$79,444	CashEOYAmt
Cash EOYFMV	$79,442	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$76,493	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$280,820	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$280,820	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,874,209	CorporateStockBOYAmt
Corporate Stock EOY	$1,940,363	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,652,235	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,005,000	CorporateBondsBOYAmt
Corporate Bonds EOY	$771,000	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$790,223	CorporateBondsEOYFMVAmt
Other Assets BOY	$580,361	OtherAssetsBOYAmt
Other Assets EOY	$147,209	OtherAssetsEOYAmt
Other Assets EOYFMV	$240,610	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,882,702	TotalAssetsBOYAmt
Total Assets EOY	$3,218,836	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,043,330	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$4,882,701	RetainedEarningBOYAmt
Retained Earning EOY	$3,218,836	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,882,701	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,218,836	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,882,701	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,218,836	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,882,701	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,755,380	ExcessRevenueOverExpensesAmt
Other Increases	$1,091,515	OtherIncreasesAmt
Subtotal	$3,218,836	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,218,836	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - LT	P	2025-08-31	$52,221	$99,773	-$47,552	-$47,552
PUBLICLY TRADED SECURITIES - ST	P	2025-08-31	$10,184	$11,467	-$1,283	-$1,283
CAPITAL GAIN DIVIDENDS	P				$17,540
CAPITAL GAIN DIVIDENDS	P				$17,540

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$31,295	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,216	InvestmentIncomeExciseTaxAmt
Subtotal	$1,216	SubtotalAmt
Tax Based On Investment Income	$1,216	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$63	EsPenaltyAmt
Tax Due	$1,279	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM & ELEANOR REVELLE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8472540509	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2815 LAKESIDE COURT	AddressLine1Txt
City	EVANSTON	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60201	ZIPCd

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
WILLIAM REVELLE
2815 Lakeside Court	EVANSTON	IL	60201	PRESIDENT, DIRECTOR	0.13	$0	$0	$0
CAROLYN REVELLE
515 North Street	Sausalito	CA	949651831	DIRECTOR	0.13	$0	$0	$0
CAROLYN REVELLE
515 North Street	Sausalito	CA	949651831	SECRETARY/TREASURER	0.13	$0	$0	$0
ELEANOR REVELLE
2815 Lakeside Court	EVANSTON	IL	60201	DIRECTOR	0.13	$0	$0	$0
ELLEN HUFBAUER
45 SAIS AVENUE	SAN ANSELMO	CA	94960	DIRECTOR	0.13	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,942,207	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$285,682	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$63,631	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,291,520	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,291,520	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$79,373	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,212,147	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$260,607	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$260,607	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,216	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,216	TotalTaxAmt
Distributable Before Adj	$259,391	DistributableBeforeAdjAmt
Distributable Before Ded	$259,391	DistributableBeforeDedAmt
Distributable As Adjusted	$259,391	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,800,416	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$2,800,416	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$259,391	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2022	PriorYear1Yr
Prior Year2	2021	PriorYear2Yr
Prior Year3	2020	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$38,828	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$29,356	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$19,480	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$120,010	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$274,122	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$481,796	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,800,416	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$259,391	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,541,025	RemainingDistriFromCorpusAmt
Total Corpus	$3,022,821	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$38,828	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,983,993	ExcessDistriCyovToNextYrAmt
Excess From Year4	$29,356	ExcessFromYear4Amt
Excess From Year3	$19,480	ExcessFromYear3Amt
Excess From Year2	$120,010	ExcessFromYear2Amt
Excess From Year1	$274,122	ExcessFromYear1Amt
Excess From Current Year	$2,541,025	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
Art Institute of Chicago
111 South Michigan Avenue	Chicago	IL	60603	PC	Arts & Culture	$6,000
College Possible
540 North Fairway Avenue	Saint Paul	MN	55104	PC	Education	$3,000
Doctors Without Borders
40 Rector St 16th Floor	New York	NY	10006	PC	Human Services/International	$2,000
Environmental Defense Fund
257 Park Avenue South	New York	NY	10010	PC	Environment	$1,500
FINCA International Inc
1201 15th Street NW 8th Floor	Washington	DC	20005	PC	Human Services/International	$1,000
Greater Chicago Food Depository
4100 West Ann Lurie Place	Chicago	IL	60632	PC	Human Services/USA	$10,000
Habitat for Humanity Denver
3425 Eliot Street	Denver	CO	80211	PC	Human Services/USA	$4,500
International Rescue Committee
122 East 42nd Street	New York	NY	10168	PC	Human Services/International	$25,000
Lyric Opera of Chicago
20 North Wacker Drive	Chicago	IL	60606	PC	Arts & Culture	$15,000
National Cathedral School
3612 Woodley Road NW	Washington	DC	20016	PC	Education	$3,000
Natural Resources Defense Council
1152 15th Street NW Ste 300	Washington	IL	20005	PC	Environment	$1,500
Ploughshares Fund
1808 Wedemeyer Street Ste 200	San Francisco	CA	94129	PC	Public Affairs	$20,000
Read Ahead
50 Broad Street	New York	NY	10279	PC	Human Services/USA	$5,000
Save the Children
501 Kings Highway East Ste 400	Fairfield	CT	06825	PC	Human Services/International	$15,000
Steppenwolf Theater Company
1700 North Halsted Street	Chicago	IL	60614	PC	Arts & Culture	$10,000
The Nature Conservancy
4245 North Fairfax Drive Ste 100	Alexandria	VA	22203	PC	Environment	$5,000
KQED Public Media for Northern California
50 Beale Street	San Francisco	CA	94105	PC	Public Radio Broadcasting	$1,000	5th Floor
Partners in Health
800 Boylston Street	Boston	MA	02199	PC	Community Health Care	$2,000	Suite 300
Canal Alliance
91 Larkspur Street	San Rafael	CA	94901	PC	Consumer Services	$2,000
Center for Reproductive Rights
199 Water St Fl 22	New York City	NY	10038	PC	Personal Services	$1,500
San Francisco - Marin Food Bank
900 Pennsylvania Ave	San Francisco	CA	94107	PC	Human Services/USA	$2,000
Brennan Center for Justice
120 Broadway Suite 1750	New York	NY	10271	PC	Public Affairs	$1,500
Bulletin of the Atomic Scientists
1307 E 60th St	Chicago	IL	60637	PC	Public Affairs	$1,000
Common Cause Education Fund
805 15th Street NW Suite 800	Washington	DC	20005	PC	Public Affairs	$1,000
Denver Public Library
10 W 14th Ave	Denver	CO	80204	PC	Arts & Culture	$2,000
Equal Justice Initiative
122 Commerce Street	Montgomery	AL	36104	PC	Personal Services	$2,000
League of Women Voters
1233 20th Street NW Suite 500	Washington	DC	20036	PC	Public Affairs/Education	$1,000
Planned Parenthood Federation of America
PO Box 97166	Washington	DC	20090	PC	Personal Services	$2,000
Rocky Mountain Immigrant Advocacy Network
7301 N Federal Blvd 300	Westminster	CO	80030	PC	Personal Services	$3,000
Union of Concerned Scientists
Two Brattle Square	Cambridge	MA	02138	PC	Public Affairs	$1,000
Connections for the Homeless
2121 Dewey Ave	Evanston	IL	60201	PC	Housing/Shelter	$100,000
El Porvenir
80 Garden Center Suite 135	Broomfield	CO	80020	PC	Foreign Affairs	$1,000
East Lansing Public Library
Monday 1000AM - 900PM Tuesday 10	East Lansing	MI	48823	PC	Arts & Culture	$3,500
Food Bank of the Rockies
10700 E 45th Ave	Denver	CO	80239	PC	Human Services/USA	$4,000
The Bishops School
7607 La Jolla Boulevard	La Jolla	CA	92037	PC	Education	$5,000
The New School
55 West 13th Street	New York	NY	10011	PC	Education	$5,000
American Association for the Advancement of Scienc
1200 New York Ave NW	Washington	DC	20005	PC	Education	$10,000
Board College Fund
250 Vesey Street	New York	NY	10281		Eduaction	$2,500
CARE
151 Ellis St NE	Atlanta	GA	30303	PC	Human Services/International	$10,000
Carleton College
One North College Street	Northfield	MN	55057	PC	Education	$1,000
Concerts of the Slope
139 Saint Johns Pl	Brooklyn	NY	11217	PC	Arts & Culture	$2,500
Denver Art Museum
100 W 14th Ave Pkwy	Denver	CO	80204	PC	Arts & Culture	$2,000
Harvard College Fund
60 Garden Street	Cambridge	MA	02138	PC	Education	$3,000
Impact Behavioral Health Partners
800 Austin St Ste	Evanston	IL	60202	PC	Human Services/USA	$25,000
Joy to the World Project Namibia
PO Box 647	La Jolla	CA	92038	PC	Education	$500
Marin Community Clinics
9 Commercial Blvd Ste 100	Novato	CA	94949	PC	Health Services	$2,000
Marion Academy Inc
505 Washington St	Marion	AL	36756	PC	Education	$1,000
Occidental College
1600 Campus Rd	Los Angeles	CA	90041	PC	Education	$1,000
PRO Publica Inc
155 Avenue of The Americas Fl 13	New York City	NY	10013	PC	Public Education	$5,000
Public Citizen Foundation
1600 20th St NW	Washington	DC	20009	PC	Public Education	$500
Sausalito Beautiful Inc
PO Box 222	Sausalito	CA	94966	PC	Environment	$1,500
Spelman College
350 Spelman Ln SW	Atlanta	GA	30314	PC	Education	$1,000
The Barack Obama Foundation
5235 S Harper Ct Ste 1140	Chicago	IL	60615	PC	Community Improvement	$2,500
Peter Bullough Foundation
120 W Cork St	Winchester	VA	22601	PC	Arts & Culture	$2,500
Woods Hole Community Association
PO Box 327	Woods Hole	MA	02543	PC	Community Improvement	$100,000
NAACP Legal Defense & Educational Fund
40 Rector St Fl 5	New York City	NY	10006	PC	Education	$1,000
Fidelity Investments Charitable Gift Fund
245 Summer Street MZ NM43A	Boston	MA	02210	PC	PC	$107,250
Fidelity Investments Charitable Gift Fund
245 Summer Street MZ NM43A	Boston	MA	02210	PC	PC	$2,239,287

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,790,037	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$121,675	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	-$31,295	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Exclusion	41	ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$90,380	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$90,380	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$16,101	Amt
Net Investment Income	$8,051	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$8,050	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$771,000	EOYBookValueAmt
EOYFMV	$790,223	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$1,940,363	EOYBookValueAmt
EOYFMV	$2,652,235	EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	During the current year the Foundation made the following distributions in a substantial contraction. These distributions do not constitute a final distribution of the Foundation's assets. FIDELITY INVESTMENTS CHARITABLE GIFT FUND Cash Donations: $107,250 Non-Cash Donations: $2,239,287 A resolution of substantial contraction was adopted by the foundation on March 25th, 2025.	ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$4,629	LegalFeesAmt
Net Investment Income	$2,315	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,314	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTS	$433,152	$0	$0
COMMODITIES	$147,209	$147,209	$240,610

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	FMV AND COST BASIS DIFFERENCE ON DONATED	Desc
Amt	$1,091,515	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$23,815	Amt
Net Investment Income	$23,815	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES	$11,163
IL FILING FEE	$15	$15