THE KIND FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE KIND FOUNDATION INC (EIN 81-0856748)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202631179349100333
- 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
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T10:15:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810856748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIND | BusinessNameControlTxt |
| Phone | 6468142102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50312 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78763 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZHILUN PANG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6468142102 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,971 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,971 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,971 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,661 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,661 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,236 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,008 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,008 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $56,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,868 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,640 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $525 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $525 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,767 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,447 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,073 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,951 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $13,049 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,694 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,971 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,129 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,640 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173,190 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $44,398 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $2,227 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $1,361,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,024 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,582,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,893 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $116,844 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $156,737 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,312,392 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $112,886 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,425,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,582,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,425,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $189,579 | OtherIncreasesAmt |
| Subtotal | $1,489,348 | SubtotalAmt |
| Other Decreases | $1,489,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $120,680 | GrossSalesPriceAmt |
| Cost Or Other Basis | $99,444 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,236 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,236 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,236 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,689 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,689 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $954 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $954 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6468142102 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50312 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78763 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JESSAMYN WALDMAN RODRIGUEZ | ||||||||
| PO BOX 50312 | AUSTIN | TX | 78763 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JULIANNA STORCH COHEN | ||||||||
| PO BOX 50312 | AUSTIN | TX | 78763 | SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ZHILUN PANG | ||||||||
| PO BOX 50312 | AUSTIN | TX | 78763 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL JOHNSTON | ||||||||
| PO BOX 50312 | AUSTIN | TX | 78763 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL LUBETZKY | ||||||||
| PO BOX 50312 | AUSTIN | TX | 78763 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN MERVIS | ||||||||
| PO BOX 50312 | AUSTIN | TX | 78763 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY SOLOMON | ||||||||
| PO BOX 50312 | AUSTIN | TX | 78763 | DIRECTOR THRU 4/16/25 | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DURING ITS FINAL YEAR OF OPERATIONS, THE FOUNDATION CONDUCTED CHARITABLE ACTIVITIES PRIMARILY THROUGH GRANTMAKING PROGRAMS, INCLUDING HARDSHIP RELIEF GRANTS AND A CHARITABLE MATCHING GIFT PROGRAM SUPPORTING QUALIFIED NONPROFIT ORGANIZATIONS. THE FOUNDATION ALSO INCURRED ADMINISTRATIVE AND OPERATIONAL EXPENSES NECESSARY TO SUPPORT THESE ACTIVITIES PRIOR TO ITS TERMINATION AT YEAR-END. | Description1Txt |
| Expenses1 | $73,617 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,383,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,505,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,505,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,483,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,746 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-08-25 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $34,640 | CurrentYearAmt |
| Year1 | $44,809 | Year1Amt |
| Year2 | $85,788 | Year2Amt |
| Year3 | $127,690 | Year3Amt |
| Total | $292,927 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,444 | CurrentYearAmt |
| Year1 | $38,088 | Year1Amt |
| Year2 | $72,920 | Year2Amt |
| Year3 | $108,537 | Year3Amt |
| Total | $248,988 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $165,746 | CurrentYearAmt |
| Year1 | $1,873,156 | Year1Amt |
| Year2 | $2,975,521 | Year2Amt |
| Year3 | $3,198,192 | Year3Amt |
| Total | $8,212,615 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $92,129 | CurrentYearAmt |
| Year1 | $34,244 | Year1Amt |
| Year2 | $100,075 | Year2Amt |
| Year3 | $54,258 | Year3Amt |
| Total | $280,706 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $73,617 | CurrentYearAmt |
| Year1 | $1,838,912 | Year1Amt |
| Year2 | $2,875,446 | Year2Amt |
| Year3 | $3,143,934 | Year3Amt |
| Total | $7,931,909 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $49,442 | CurrentYearAmt |
| Year1 | $69,827 | Year1Amt |
| Year2 | $134,156 | Year2Amt |
| Year3 | $229,135 | Year3Amt |
| Total | $482,560 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL LUBETZKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABE AMERICUS SCHWARZ | ||||||||||||||
| POSTERO DEL LLANO 202 ESQUINA C/MAR | MEDITERRANEO FRACC VISTA HERMOSA CP | TAMPICO | TAMAULIPAS | MX | 89119 | UNCLE OF A FOUNDATION MANAGER | I | HARDSHIP RELIEF GRANT | $10,000 | |||||
| AMERICAN CANCER SOCIETY | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $105 | PO BOX 6704 | HAGERSTOWN | MD | 21741 | |||||||
| BERTHA MERIKANSKAS | ||||||||||||||
| NONE | I | HARDSHIP RELIEF GRANT | $31,901 | 66 14TH STREET | HERMOSA BEACH | CA | 90254 | |||||||
| CAMBA INC | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $250 | 1720 CHURCH AVENUE | BROOKLYN | NY | 11226 | |||||||
| CAMP KESEM NATIONAL | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $52 | 440 N BARRANCA AVEUE 2273 | COVINA | CA | 91723 | |||||||
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $100 | 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | |||||||
| DC BILINGUAL PUBLIC CHARTER SCHOOL | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $258 | 33 RIGGS ROAD NE | WASHINGTON | DC | 20011 | |||||||
| HONNOLD FOUNDATION | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $500 | 159 BROADWAY STE 200 | SALT LAKE CITY | UT | 84101 | |||||||
| HOT BREAD KITCHEN LTD | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $500 | 75 NINTH AVENUE SUITE 0610 | NEW YORK | NY | 10011 | |||||||
| LIFEWAY NETWORK INC | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $1,000 | PO BOX 8654 | TARRYTOWN | NY | 10591 | |||||||
| MARANATHA BAPTIST UNIVERSITY INC | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $1,000 | 745 WEST MAIN STREET | WATERTOWN | WI | 53094 | |||||||
| MARIA GUILLERMINA VERA | ||||||||||||||
| NONE | I | HARDSHIP RELIEF GRANT | $15,000 | 114-44 130TH STREET | SOUTH OZONE PARK | NY | 11420 | |||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $50 | 1275 YORK AVENUE | NEW YORK | NY | 10065 | |||||||
| MINDS MATTER NATIONAL INC | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $25 | 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | FLOOR | ||||||
| NISREEN HAJ MOHAMMED | ||||||||||||||
| ALBAZAR BUILDING 9 ALRAZI STREET | RAMALLAH | WEST BANK | IS | P6060 | NONE | I | HARDSHIP RELIEF GRANT | $5,000 | ||||||
| NORTH CAROLINA COMMUNITY FOUNDATION INC | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $328 | 3737 GLENWOOD AVENUE SUITE 460 | RALEIGH | NC | 27612 | |||||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $120 | 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | |||||||
| PUPPY KITTY NY CITY INC | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $20 | 6323 75TH STREET | MIDDLE VILLAGE | NY | 11379 | |||||||
| RENEE GOODWIN | ||||||||||||||
| NONE | I | HARDSHIP RELIEF GRANT | $5,000 | 1214 FIFTH AVENUE 49A | NEW YORK | NY | 10029 | |||||||
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $30 | 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | |||||||
| THE BARKER ADOPTION FOUNDATION | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $353 | 7979 OLD GEORGETOWN ROAD 1ST FLOOR | BETHESEDA | MD | 20814 | |||||||
| THE BENEVOLENCE FARM | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $257 | PO BOX 1313 | GRAHAM | NC | 27253 | |||||||
| THE GIVING KITCHEN INITIATIVE INC | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $100 | 870 JEFFERSON STREET NW SUITE 8 | ATLANTA | GA | 30318 | |||||||
| WILLIAM J KURTZ | ||||||||||||||
| NONE | I | HARDSHIP RELIEF GRANT | $20,000 | 1013 PLACITA DON ANDRES | SANTA FE | NM | 87901 | |||||||
| WORLD CENTRAL KITCHEN INC | ||||||||||||||
| N/A | PC | CHARITABLE MATCHING GIFT PROGRAM - GENERAL PURPOSES | $180 | PO BOX 96538 | WASHINGTON | DC | 20090 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,129 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,971 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,236 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,876 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING | $23,837 | $0 | $0 | $19,461 |
| AUDIT AND TAX PREPARATION | $6,236 | $0 | $0 | $14,490 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBETZKY FAMILY FOUNDATION (EIN 82-1648087) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50312 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78763 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | DISTRIBUTED ASSETS INCLUDE CASH, ACCRUED INTEREST RECEIVABLE, PREPAID EXPENSES AND INVESTMENT SECURITIES VALUED AT FAIR MARKET VALUE AT TIME OF DISTRIBUTION. | ShortExplanationTxt |
| Dissolution | $1,547,611 | DissolutionAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT APPLICATION SUBMISSION | IdentifierTxt |
| Form And Line Reference | 990-PF, PAGE 10, PART XIV, LINE 2 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION TERMINATED OPERATIONS EFFECTIVE DECEMBER 31, 2025, AND NO LONGER ACCEPTS GRANT APPLICATIONS. | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PURSUANT TO THE MERGER AGREEMENT DATED DECEMBER 17, 2025, THE FOUNDATION TRANSFERRED ALL OF ITS ASSETS TOTALING $1,547,611 (SEE STATEMENT 12), AND LIABILITIES TOTALING $58,263, RESULTING IN NET AMOUNT TRANSFERRED OF $1,489,348 (SEE PART III AND STATEMENT 7), TO A DELAWARE NONPROFIT CORPORATION ALSO KNOWN AS THE LUBETZKY FAMILY FOUNDATION (EIN: 82-1648087). SEE INCLUDED COPY OF THE MERGER CERTIFICATE AND MERGER AGREEMENT. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,767 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,447 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| PREPAID FEDERAL EXCISE TAX | $989 |
| ACCRUED INTEREST RECEIVABLE | $35 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS & LIABILITIES TRANSFERRED TO LUBETZKY FAMILY FOUNDATION (82-1648087) | Desc |
| Amt | $1,489,348 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER AND WEB EXPENSES | $5,023 | $0 | $0 | $4,895 |
| FILING FEES | $506 | $0 | $0 | $506 |
| INSURANCE | $7,370 | $0 | $0 | $5,143 |
| PAYROLL PROCESSING FEES | $150 | $0 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,008 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,008 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $189,579 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $3,958 | $0 |
| REFUNDABLE GRANT | $112,886 | $0 |