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HILL FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HILL FAMILY CHARITABLE FOUNDATION (EIN 26-1385083)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-10
IRS object ID
202641009349101324
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-10T13:52:09-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261385083EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hill Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlHILLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEugene D Hill IIIPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-04-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,677FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$311,229ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,875InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,875InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$243NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$311,472GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$226,702CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$314,347TotalRevAndExpnssAmt
Total Net Invst Incm$229,577TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$3,100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$8,019OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,019OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,119TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,019TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$301,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$301,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$312,619TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$309,519TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,728ExcessRevenueOverExpensesAmt
Net Investment Income$229,577NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$949SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,677SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,677SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$949TotalAssetsBOYAmt
Total Assets EOY$2,677TotalAssetsEOYAmt
Total Assets EOYFMV$2,677TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$949RetainedEarningBOYAmt
Retained Earning EOY$2,677RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$949TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,677TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$949TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,677TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$949TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,728ExcessRevenueOverExpensesAmt
Subtotal$2,677SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,677TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$311,472GrossSalesPriceAmt
Cost Or Other Basis$84,770CostOrOtherBasisAmt
Gain Or Loss$226,702GainOrLossAmt
Gains Minus Excess Or Losses$226,702GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$226,702CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,191InvestmentIncomeExciseTaxAmt
Subtotal$3,191SubtotalAmt
Tax Based On Investment Income$3,191TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,444EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,444TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$748TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Eugene Hill
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Gregory Alexander Hill
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Joan L Hill
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Alyssa Anne Hill Murphy
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Eugene D Hill III
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$88,078AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$88,078TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$88,078AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,321CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,757NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,338MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,338MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,191TaxBasedOnInvestmentIncomeAmt
Total Tax$3,191TotalTaxAmt
Distributable Before Adj$1,147DistributableBeforeAdjAmt
Distributable Before Ded$1,147DistributableBeforeDedAmt
Distributable As Adjusted$1,147DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$309,519ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$309,519QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,147DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$532,465ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$366,089ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$155,525ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$498,173ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$150,875ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,703,127TotalExcessDistributionCyovAmt
Qualifying Distributions$309,519QualifyingDistributionsAmt
Applied To Current Year$1,147AppliedToCurrentYearAmt
Remaining Distri From Corpus$308,372RemainingDistriFromCorpusAmt
Total Corpus$2,011,499TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$532,465ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,479,034ExcessDistriCyovToNextYrAmt
Excess From Year4$366,089ExcessFromYear4Amt
Excess From Year3$155,525ExcessFromYear3Amt
Excess From Year2$498,173ExcessFromYear2Amt
Excess From Year1$150,875ExcessFromYear1Amt
Excess From Current Year$308,372ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEugene D Hill IIIContributingManagerNm
Contributing ManagerJoan L HillContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 DEGREES
1401 LOS GAMOS DR STE 205SAN RAFAELCA94903N/APCGeneral & Unrestricted$4,000
ASPEN VALLEY HOSPITAL FOUNDATION
401 CASTLE CREEK RDASPENCO81611N/APCGeneral & Unrestricted$5,000
BOSTON UNIVERSITY TRUSTEES OF BOSTON UNIVERSITY
595 COMMONWEALTH AVE STE700 W DOORBOSTONMA02215N/APCGraduate School of Management, Health Care Management Program$25,000
COMMUNITY FOUNDATION FOR MONTEREY COUNTY
2354 GARDEN RDMONTEREYCA93940N/APCHealing Partners of the Central Coast$5,000
DANA FARBER CANCER INSTITUTE INC
PO BOX 849168BOSTONMA02284N/APCGeneral & Unrestricted$5,000
MASS GENERAL BRIGHAM INCORPORATED
399 REVOLUTION DR STE 695SOMERVILLEMA02145N/APCVaccine and Immunology Center$100,000
NANTUCKET CONSERVATION FOUNDATION INC
PO BOX 13NANTUCKETMA02554N/APCGeneral & Unrestricted$2,500
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STNANTUCKETMA02554N/APCCharitable Event$15,000
NANTUCKET DREAMLAND FOUNDATION
PO BOX 989NANTUCKETMA02554N/APCGeneral & Unrestricted$5,000
NANTUCKET MARIA MITCHELL ASSOC
4 VESTAL STNANTUCKETMA02554N/APCGeneral & Unrestricted$2,500
SCLERODERMA RESEARCH FOUNDATION
220 MONTGOMERY ST STE 484SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$5,000
ST MARY'S HIGH SCHOOL
35 TREMONT STLYNNMA01902N/APCGeneral & Unrestricted$125,000
THE GREAT HARBOR YACHT CLUB FOUNDATION INC
96 WASHINGTON STNANTUCKETMA02554N/APCGeneral & Unrestricted$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$301,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,875ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$243ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,118ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,118TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEDB Hill III JL Hill REV TRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1341 Australian AveAddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Total Contributions$311,229TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (71 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SYNCHRONY FINANCIAL SYF, 42 sh.$2,7602025-01-08
1TESLA MOTORS INC TSLA, 5 sh.$1,9752025-01-08
1TJX COMPANIES INC TJX, 10 sh.$1,2082025-01-08
1UNION PACIFIC UNP, 29 sh.$6,6862025-01-08
1UNITED PARCEL SERVICE UPS, 5 sh.$6302025-01-08
1WESTINGHOUSE AIR BRAKE TECHNOLOGIES WAB, 3 sh.$5682025-01-08
1REGENERON PHARMACEUTICALS INC REGN, 2 sh.$1,4692025-01-08
1REGIONS FINANCIAL CORP RF, 24 sh.$5692025-01-08
1ROPER INDUSTRIES ROP, 8 sh.$4,0652025-01-08
1SALESFORCE.COM CRM, 26 sh.$8,4752025-01-08
1SEAGATE TECHNOLOGY HOLDINGS PLC STX, 25 sh.$2,2172025-01-08
1SOUTHERN CO SO, 52 sh.$4,2732025-01-08
1MOTOROLA SOLUTIONS INC MSI, 4 sh.$1,8382025-01-08
1MSCI INC MSCI, 1 sh.$5942025-01-08
1NETFLIX INC NFLX, 6 sh.$5,2782025-01-08
1NVIDIA CORP NVDA, 103 sh.$14,4982025-01-08
1OCCIDENTAL PETROLEUM CORP OXY, 30 sh.$1,5282025-01-08
1ON SEMICONDUCTOR ON, 4 sh.$2412025-01-08
1MARATHON PETROLEUM CORP MPC, 19 sh.$2,6762025-01-08
1MARRIOTT INTERNATIONAL INC. CL A MAR, 2 sh.$5442025-01-08
1META PLATFORMS INC META, 12 sh.$7,3152025-01-08
1MICRON TECHNOLOGY MU, 7 sh.$7062025-01-08
1MICROSOFT CORP MSFT, 8 sh.$3,3942025-01-08
1MORGAN STANLEY MS, 19 sh.$2,4112025-01-08
1INTERPUBLIC GROUP OF COS IPG, 49 sh.$1,3462025-01-08
1IQVIA HOLDINGS INC IQV, 6 sh.$1,2142025-01-08
1JP MORGAN CHASE JPM, 12 sh.$2,9092025-01-08
1KLA TENCOR CORP KLAC, 2 sh.$1,3712025-01-08
1LENNAR CORP LEN, 7 sh.$9272025-01-08
1LOCKHEED MARTIN CORP LMT, 1 sh.$4652025-01-08
1GENERAL ELECTRIC CO GE, 13 sh.$2,2382025-01-08
1GE HEALTHCARE TECHNOLOGIES INC GEHC, 1 sh.$862025-01-08
1HOME DEPOT INC HD, 23 sh.$8,8302025-01-08
1INTERNATIONAL BUSINESS MACHINES IBM, 7 sh.$1,5602025-01-08
1IDEXX LABORATORIES INC IDXX, 3 sh.$1,2892025-01-08
1INTERCONTINENTAL EXCHANGE, INC ICE, 22 sh.$3,1952025-01-08
1EQUITABLE HOLDINGS INC EQH, 83 sh.$4,0332025-01-08
1EXXON MOBIL CORP XOM, 8 sh.$8552025-01-08
1FASTENAL COMPANY FAST, 43 sh.$3,1152025-01-08
1FIFTH THIRD BANCORP FITB, 96 sh.$4,0652025-01-08
1FISERV, INC FI, 32 sh.$6,5522025-01-08
1GARMIN LTD GRMN, 4 sh.$8392025-01-08
1DUKE ENERGY CO DUK, 34 sh.$3,6542025-01-08
1DU PONT DE NEMOURS DD, 13 sh.$9672025-01-08
1ELECTRONIC ARTS EA, 2 sh.$2872025-01-08
1ELI LILLY & CO LLY, 3 sh.$2,3452025-01-08
1EQUIFAX INC EFX, 3 sh.$7392025-01-08
1EQUINIX, INC EQIX, 4 sh.$3,7812025-01-08
1COLGATE-PALMOLIVE COMPANY CL, 28 sh.$2,4422025-01-08
1CONOCOPHILLIPS COP, 8 sh.$8132025-01-08
1CONSOLIDATED EDISON INC ED, 20 sh.$1,7662025-01-08
1COPART INC CPRT, 48 sh.$2,7172025-01-08
1CSX CORP CSX, 55 sh.$1,7652025-01-08
1CULLEN FROST BANKERS INC CFR, 6 sh.$8092025-01-08
1BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 25 sh.$11,2952025-01-08
1BOOKING HOLDINGS INC BKNG, 1 sh.$4,8312025-01-08
1BOSTON SCIENTIFIC BSX, 60 sh.$5,7562025-01-08
1CHIPOTLE MEX GRILL CMG, 88 sh.$5,0842025-01-08
1CISCO SYSTEMS INC CSCO, 10 sh.$5882025-01-08
1CMS ENERGY CP CMS, 8 sh.$5272025-01-08
1ABBOTT LABS ABT, 59 sh.$6,6842025-01-08
1ADVANCED MICRO DEVICES INC AMD, 14 sh.$1,7182025-01-08
1ALPHABET INC CL A GOOGL, 15 sh.$2,9152025-01-08
1AMAZON COM AMZN, 32 sh.$7,1002025-01-08
1APPLE INC AAPL, 33 sh.$7,9822025-01-08
1APPLIED MATERIALS INC AMAT, 3 sh.$5302025-01-08
1WELLS FARGO & CO WFC, 22 sh.$1,5752025-01-08
1VANGUARD 500 INDEX FUND ADM VFIAX, 186.435 sh.$101,4882025-05-28
1NVIDIA CORP NVDA, 17 sh.$3,1192025-10-20
1META PLATFORMS INC META, 9 sh.$6,5432025-10-20
1GENERAL ELECTRIC CO GE, 2 sh.$6072025-10-20

Depreciation Schedule DepreciationSchedule

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $301,500. This amount represents 25% or more of the Foundation's net assets of $949 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,959$7,959
Postage/Delivery Service$35$35
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$2,400
990-PF Extension for 2024$700