Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
TRUETTNER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 247
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CRESTED BUTTE, CO81224
A Employer identification number

36-3499982
B Telephone number (see instructions)

(970) 349-5883
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,218,242J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 201,207 201,207  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 369,096
b Gross sales price for all assets on line 6a 1,418,412
7 Capital gain net income (from Part IV, line 2)... 369,096
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 570,303 570,303  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,200 0   2,200
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
44,574 44,574   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25 0   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,799 44,574   2,225
25 Contributions, gifts, grants paid....... 516,685 516,685
26 Total expenses and disbursements. Add lines 24 and 25 563,484 44,574   518,910
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,819
b Net investment income (if negative, enter -0-) 525,729
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 112,084 77,674 77,674
2 Savings and temporary cash investments......... 2,175,974 1,045,328 1,045,328
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,948,306 Click to see attachment
List of Attached Documents:
// Content
3,366,103 		6,095,240
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,236,364 4,489,105 7,218,242
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,236,364 4,489,105
29 Total net assets or fund balances (see instructions)..... 9,236,364 4,489,105
30 Total liabilities and net assets/fund balances (see instructions). 9,236,364 4,489,105
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,236,364
2
Enter amount from Part I, line 27a .....................
2
6,819
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
34,500
4
Add lines 1, 2, and 3 ..........................
4
9,277,683
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,788,578
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,489,105
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 350 SHS GENERAL DYNAMICS CORP   2024-10-31 2024-12-31
b 60000 SHS ABBVIE 2.600% 11/21/24 CALL 11/20/24   2022-03-21 2024-11-21
c 960 SHS DEXCOM INC   2018-12-27 2024-10-15
d 1560 SHS MCCORMICK & CO INC   2013-02-08 2024-10-14
e 1860 SHS TREX CO INC   2020-07-28 2024-09-06
450 SHS ROCKWELL AUTOMATION INC   2020-11-24 2024-08-14
240 SHS DEERE & CO   2022-03-18 2024-08-12
100000 SHS SHERWIN WILLIAMS 3.125% 6/1/24 CALL 5/31/24   2022-03-08 2024-06-03
3000 SHS COSTAR GROUP INC   2014-10-21 2024-04-23
3456 SHS COSTAR GROUP INC   2014-10-21 2024-03-21
75000 SHS TARGET 2.250% 4/15/25 CALL 3/15/25   2020-03-27 2024-03-15
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 92,178   103,683 -11,505
b 60,000   59,932 68
c 65,288   108,285 -42,997
d 126,035   118,857 7,178
e 114,431   156,948 -42,517
117,138   130,810 -13,672
82,896   100,950 -18,054
100,000   100,000 0
255,299   44,019 211,280
332,465   50,710 281,755
72,682   75,122 -2,440
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -11,505
b       68
c       -42,997
d       7,178
e       -42,517
      -13,672
      -18,054
      0
      211,280
      281,755
      -2,440
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 369,096
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,308
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,308
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,308
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 28,286
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,286
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 20,978
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow20,978 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowW JAMES TRUETTNER III Telephone no.right arrow (970) 349-5883

Located atright arrowPO BOX 247CRESTED BUTTECO ZIP+4right arrow81224
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
W JAMES TRUETTNER III PRESIDENT
5.00 		0 0 0
PO BOX 247
CRESTED BUTTE,CO81224
NANCY H TRUETTNER TREASURER AND SECRETARY
2.00 		0 0 0
PO BOX 247
CRESTED BUTTE,CO81224
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,945,487
b
Average of monthly cash balances.......................
1b
2,074,002
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,019,489
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,019,489
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
150,292
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,869,197
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
493,460
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
493,460
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,308
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,308
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
486,152
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
486,152
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
486,152
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
518,910
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
518,910
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 486,152
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 486
d From 2022...... 83,809
e From 2023......  
f Total of lines 3a through e ........ 84,295
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 518,910
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 486,152
e Remaining amount distributed out of corpus 32,758
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 117,053
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		117,053
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 486
c Excess from 2022.... 83,809
d Excess from 2023....  
e Excess from 2024.... 32,758
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ADAPTIVE SPORTS CENTER

PO BOX 1639
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

BARTON FOUNDATION

PO BOX 529
ZEPHYR COVE,NV89448 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

BATTENKILL VALLEY HEALTH CENTER

ATTN DEVELOPMENT CENTER PO BOX 61
ARLINGTON,VT05250 		N/A PUBLIC CHARITY GENERAL SUPPORT 4,000

BENNINGTON COUNTY CHORAL SOCIETY

PO BOX 44
BENNINGTON,VT05201 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

BOULDER JUNCTION COMMUNITY FOUNDATION

PO BOX 675
BOULDER JUNCTION,WI54512 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

BOULDER JUNCTION VOLUNTEER FIRE DEPT

PO BOX 395
BOULDER JUNCTION,WI545120395 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

BURR AND BURTON ACADEMY

BURR AND BURTON ACADEMY PO BOX 498
MANCHESTER,VT05254 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

CAPITAL PUBLIC RADIO

7055 FOLSOM BLVD
SACRAMENTO,CA95826 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

CARLETON COLLEGE ANNUAL FUND

ONE NORTH COLLEGE STREET
NORTHFIELD,MN550574070 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

CASA DE AMMA

27231 CALLE ARROYO
SAN JUAN CAPISTRANO,CA92675 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

CHIMP HAVEN

13600 CHIMPANZEE PLACE
KEITHVILLE,LA71047 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

CLEAN UP THE LAKE

ATTN COLIN WEST PO BOX 5016
STATELINE,NV89449 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

CLEVELAND CLINIC INDIAN RIVER FOUND

1000 37TH PL SUITE 101
VERO BEACH,FL32960 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

COLORADO COLLEGE

COLORADO COLLEGE PO BOX 1117
COLORADO SPRINGS,CO80901 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

COMMUNITY HOSPITAL OF MONTEREY PENINSULA

40 RYAN COURT
MONTEREY,CA93940 		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000

COURAGE WORLDWIDE

3495 LAKESIDE DR 88
RENO,NV89509 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

CRESTED BUTTE AVALANCHE CENTER

PO BOX 2351
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

CRESTED BUTTE COMMUNITY SCHOOL PTSA

818 RED LADY AVE PO BOX 2723
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

CRESTED BUTTE FIRE & EMS VOLUNTEER ASSN

PO BOX 1576
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

CRESTED BUTTE MOUNTAIN BIKE ASSOCIATION

PO BOX 782
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

CRESTED BUTTE MOUNTAIN THEATRE

PO BOX 611
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

CRESTED BUTTE NORDIC CENTER

PO BOX 1269
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 20,000

CRESTED BUTTE SEARCH AND RESCUE

PO BOX 485
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

CRESTED BUTTE SNOWSPORTS FOUNDATION

PO BOX 56
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

DAVID SHELDRICK WILDLIFE TRUST-USA

25283 CABOT ROAD SUITE 101
LAGUNA HILLS,CA92653 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

DENVER BOTANIC GARDENS

909 YORK STREET
DENVER,CO80206 		N/A PUBLIC CHARITY GENERAL SUPPORT 250

DENVER EARTH RESOURCES LIBRARY

730 17TH STREET
DENVER,CO80202 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

DENVER MUSEUM OF NATURE & SCIENCE

PO BOX 17272
DENVER,CO802170272 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

DORSET HISTORICAL SOCIETY

PO BOX 52
DORSET,VT05251 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

DORSET THEATRE FESTIVAL

PO BOX 510
DORSET,VT05251 		N/A PUBLIC CHARITY GENERAL SUPPORT 250

DORSET VILLAGE LIBRARY

PO BOX 38
DORSET,VT05251 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

EARTHCORPS

6310 NE 74TH ST STE 201E
SEATTLE,WA98115 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

EL DORADO COMMUNITY FOUNDATION

PO BOX 1388
PLACERVILLE,CA95667 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

EL DORADO COUNTY SEARCH AND RESCUE

PO BOX 721
PLACERVILLE,CA95667 		N/A GOVERNMENT GENERAL SUPPORT 3,000

ELIZABETH FREEMAN CENTER

66 ALLEN STREET
PITTSFIELD,MA01201 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

ENTERTAINMENT COMMUNITY FUND

ATTN THOMAS EXTON 729 SEVENTH
AVENUE 10TH FLOOR
NEW YORK,NY10019 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

FIREBIRD THEATRE COMPANY

C/O DAVID FLORA 24053 STATE HWY 135
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

FOR GOODNESS CAKES

2118 WILSHIRE BLVD 826
SANTA MONICA,CA90403 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

FRIENDS OF HAPPY RETREAT

ATTN WALTER WASHINGTON PO BOX 1427
CHARLESTOWN,WV25414 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

FRIENDS OF HILDENE

PO BOX 377
MANCHESTER,VT05254 		N/A PUBLIC CHARITY GENERAL SUPPORT 26,000

GOVENOR'S INSTITUTES OF VERMONT

20 WEST CANAL STREET STE C5
WINOOSKI,VT05404 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500

GRATEFUL HEARTS MANCHESTER

PO BOX 337
DORSET,VT05251 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

GREEN MOUNTAIN ACADEMY

PO BOX 129
DORSET,VT05251 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

GREEN MOUNTAIN CLUB

4711 WATERBURY-STOWE ROAD
WATERBURY,VT05677 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

GUNNISON COUNTRY FOOD PANTRY

PO BOX 7077
BOX GUNNISON,CO81230 		N/A PUBLIC CHARITY GENERAL SUPPORT 4,000

GUNNISON VALLEY HEALTH FOUNDATION

711 NORTH TAYLOR STREET
GUNNISON,CO81230 		N/A PUBLIC CHARITY GENERAL SUPPORT 15,000

HALO NO KILL RESCUE

710 JACKSON ST
ST SEBASTAIN,FL32958 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

H3O FOUNDATION

2131 PAMPLONA CT
ESCONDITO,CA92025 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

HABITAT FOR HUMANITY OF GUNNISON VALLEY

307 N MAIN STREET SUITE 2E PO BOX
1295
GUNNISON,CO81230 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

INCLINE VILLAGE NURSERY SCHOOL

PO BOX 4396
INCLINE VILLAGE,NV89450 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

INDIAN RIVER LAND TRUST

80 ROYAL PALM POINTE
VERO BEACH,FL32960 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

INTERNATIONAL FUND FOR ANIMAL WELFARE

290 SUMMER STREET
YARMOUTH,MA02675 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

JESUIT HIGH SCHOOL

ATTN FR JOHN MCGARRY SJ 1200 JACOB
LANE
SACRAMENTO,CA95608 		N/A SCHOOL GENERAL SUPPORT 30,000

JOURNEY HOME EQUINE RESCUE

1904 51ST DRIVE
UNION GROVE,WI53182 		N/A PUBLIC CHARITY GENERAL SUPPORT 12,000

JUNIOR TENNIS FUND SACRAMENTO

4013 ESPERANZA DRIVE
SACRAMENTO,CA95864 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

LAKE TAHOE COMMUNITY COLLEGE FOUNDATION

DR CULP SCHOLARSHIP ONE COLLEGE
DRIVE
SOUTH LAKE TAHOE,CA96150 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

LAKE TAHOE EDUCATIONAL FOUNDATION

PO BOX 14387
SOUTH LAKE TAHOE,CA96151 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

LAKE TAHOE SCHOOL

995 TAHOE BLVD
INCLINE VILLAGE,NV89451 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

LAKE TAHOE WILDLIFE CARE

PO BOX 18530
SOUTH LAKE TAHOE,CA96151 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,500

LAKE VALLEY FIREFIGHTERS FOUNDATION

2211 KEETAK STREET
SOUTH LAKE TAHOE,CA96150 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

LEAGUE TO SAVE LAKE TAHOE

2608 LAKE TAHOE BLVD
SOUTH LAKE TAHOE,CA96150 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

LEWIS AND CLARK COLLEGE

615 SOUTH PALATINE
PORTLAND,OR97219 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

LIVING JOURNEYS

PO BOX 2024
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

LIVING LANDS & WATERS

17624 ROUTE 84 N E MOLINE
MOLINE,IL61244 		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000

LUCILE PACKARD FOUNDATION

400 HAMILTON AVE
PALO ALTO,CA94301 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

MANCHESTER COMMUNITY LIBRARY

138 CEMETERY AVE PO BOX 1105
MANCHESTER CENTER,VT05255 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

MANCHESTER HISTORICAL SOCIETY

PO BOX 363
MANCHESTER,VT05254 		N/A PUBLIC CHARITY GENERAL SUPPORT 250

MANITO ART LEAGUE

PO BOX 298
MANITOWISH WATERS,WI54545 		N/A PUBLIC CHARITY GENERAL SUPPORT 250

MAYO CLINIC

200 FIRST STREET
ROCHESTER,MN55905 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

MCKEE BOTANICAL GARDENS

350 US HIGHWAY 1
VERO BEACH,FL32962 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

MERCK FOREST & FARMLAND CENTER

PO BOX 86
RUPERT,VT05768 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

MONTEREY BAY AQUARIUM

886 CANNERY ROW
MONTEREY,CA93940 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

MORRIS ANIMAL FOUNDATION

720 S COLORADO BLVD STE 174A
DENVER,CO80246 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

NATIONAL MS SOCIETY

3101 INDUSTRIAL DR STE 210
RALEIGH,NC27609 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

NATIONAL TRUST FOR HISTORIC PRESERVATION

600 14TH ST NW STE 500
WASHINGTON,DC20005 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

NORTH LAKELAND DISCOVERY CENTER

PO BOX 237
MANITOWISH WATERS,WI54545 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

NORTHSHIRE RESCUE SQUAD

PO BOX 26
MANCHESTER CENTER,VT05255 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

NORTHWESTERN LAKE FOREST HOSPITAL

ATTN OFFICE OF PHILANTHROPY 660 N
WESTMORELAND
LAKE FOREST,IL60045 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

OBERLIN COLLEGE

50 W LORAIN STREET
OBERLIN,OH44074 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

OLD ELM SCHOLARSHIP FUND

800 OLD ELM ROAD
HIGHLAND PARK,IL60035 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

ORCA

PO BOX 4291
FORT PIERCE,FL34949 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

OUR HOUSE OF HOPE

1840 INDUSTRIAL DRIVE STE 330
LIBERTYVILLE,IL60048 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

PACIFIC CREST TRAIL ASSOCIATION

2150 RIVER PLAZA DR STE 155
SACRAMENTO,CA95833 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500

PARADISE ANIMAL WELFARE SOCIETY

PO BOX 531
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

PEACE OF MIND DOG RESCUE

PO BOX 51554
PACIFIC GROVE,CA93950 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

PLACER COUNTY SHERIFF COUNCIL

ATTN MARCUS GRAZZIANO 6140
HORSESHOE BAR RD
LOOMIS,CA95650 		N/A GOVERNMENT GENERAL SUPPORT 15,000

PRESERVATION TRUST OF VERMONT

104 CHURCH STREET
BURLINGTON,VT05401 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500

PROJECT ANGEL HEART

4950 WASHINGTON ST
DENVER,CO80216 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

PROJECT HOPE OF GUNNISON VALLEY

PO BOX 1812
GUNNISON,CO81230 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

RED ARROW CAMP FOUNDATION

780 N WATER STREET
MILWAUKEE,WI53202 		N/A PUBLIC CHARITY GENERAL SUPPORT 35,000

RIVERSIDE THEATRE

3250 RIVERSIDE PARK DR
VERO BEACH,FL32963 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

RUTLAND COUNTY HUMANE SOCIETY

765 STEVENS ROAD
PITTSFORD,VT05763 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

SACRAMENTO JUNIOR TENNIS FUND

4261 LUSK DRIVE
SACRAMENTO,CA95864 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

SACRAMENTO ZOOLOGICAL SOCIETY

EAGLE LEAGUE 3930 WEST LAND PARK
SACRAMENTO,CA95822 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

SAINT FRANCIS OF ASSISI

701 MOUNT ROSE HIGHWAY
INCLINE VILLAGE,NV89451 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500

SAINT JOSEPH MARELLO CATHOLIC CHURCH

7200 AUBURN-FOLSOM ROAD
GRANITE BAY,CA95746 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

SANTA ELENA PROJECT OF ACCOMPANIMENT

192 FOREST ST
OBERLIN,OH44074 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

SHAKER HERITAGE SOCIETY

25 MEETING HOUSE ROAD
ALBANY,NY12211 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

SIERRA STATE PARKS FOUNDATION

PO BOX 28
TAHOE CITY,CA96145 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

SMOKEY HOUSE CENTER

426 DANBY MOUNTAIN ROAD
DANBY,VT05739 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

SOUTH TAHOE CANCER LEAGUE

PO BOX 179562
S LAKE TAHOE,CA96151 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

SOUTHERN VERMONT ARTS CENTER INC

PO BOX 617
MANCHESTER,VT05254 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

SOUTHWESTERN VERMONT MEDICAL CENTER

SVHC FOUNDATION 100 HOSPITAL DRIVE
SUITE 41
BENNINGTON,VT05201 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

SUTTER ROSEVILLE MEDICAL CTR FOUNDATION

SUTTER VALLEY PHILANTHROPY GIFT
PROCESSING PO BOX 160045
ROSEVILLE,CA95661 		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000

SYLVESTOR MANOR EDUCATION FARM

ATTN TRACY MCCARTHY PROGRAMS 80
NORTH FERRY ROAD
SHELTER ISLAND,NY11964 		N/A PUBLIC CHARITY GENERAL SUPPORT 535

TAHOE ARTS PROJECT

PO BOX 14281
S LAKE TAHOE,CA96151 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

TAHOE COALITION FOR THE HOMELESS

PO BOX 13514
SOUTH LAKE TAHOE,CA96151 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

TAHOE CONNECTIONS FOR FAMILIES

PO BOX 3074
INCLINE VILLAGE,NV89451 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

TAHOE MAGIC

PO BOX 13070
SOUTH LAKE TAHOE,CA96151 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

TAHOE RIM TRAIL

PO BOX 3267
STATELINE,NV89449 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

TAHOE WOMEN'S COMMUNITY FUND

PO BOX 18069
SOUTH LAKE TAHOE,CA96151 		N/A PUBLIC CHARITY GENERAL SUPPORT 8,000

TAHOE YOUTH & FAMILY SERVICES

1021 FREMONT AVENUE
SOUTH LAKE TAHOE,CA96150 		N/A PUBLIC CHARITY GENERAL SUPPORT 4,000

TAKEACTION MINNESOTA EDUCATION FUND

ATTN MARCIE MORAVEC 705 RAYMOND AVE
100 ST
ST PAUL,MN55114 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

TAMBA

PO BOX 13712
SOUTH LAKE TAHOE,CA96151 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

TENEMENT MUSEUM

103 ORCHARD STREET
NEW YORK,NY10002 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

THE BOAT COMPANY

PO BOX 1839
POULSBO,WA98370 		N/A PUBLIC CHARITY GENERAL SUPPORT 20,000

THE COMMUNITY FOOD CUPBOARD

PO BOX 864
MANCHESTER CENTER,VT05255 		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000

THE DORSET PLAYERS INC

104 CHENEY ROAD
DORSET,VT05251 		N/A PUBLIC CHARITY GENERAL SUPPORT 250

THE LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 4072
PITTSFIELD,MA01202 		N/A PUBLIC CHARITY GENERAL SUPPORT 8,000

THE MARINE MAMMAL CENTER

2000 BUNKER ROAD
CRONKHITE SAUSALITO,CA949652619 		N/A PUBLIC CHARITY GENERAL SUPPORT 4,000

THE MURER HOUSE FOUNDATION

ATTN PAM MCANTEE 1975 WESLEY DR
FOLSOM,CA95630 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

THE SPCA FOR MONTEREY COUNTY

PO BOX 3058
MONTEREY,CA93942 		N/A PUBLIC CHARITY GENERAL SUPPORT 8,000

THE SUGAR PINE FOUNDATION

1458 MT RAINIER DRIVE
SOUTH LAKE TAHOE,CA96150 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

THE TAHOE FUND

PO BOX 7124
TAHOE CITY,CA96145 		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000

THUNDERBIRD LAKE TAHOE

PO BOX 6812
INCLINE VILLAGE,NV89450 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500

TOWN OF MANITOWISH WATERS

PO BOX 267
MANITOWICH WATERS,WI54545 		N/A PUBLIC CHARITY GENERAL SUPPORT 250

TURTLES FLY TOO

4911 PARKWOOD STREET
BOISE,ID83704 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

UC DAVIS FOUNDATION

202 COUSTEAU PLACE STE 185
DAVIS,CA95618 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

UNION CONGREGATIONAL CHURCH

PO BOX 726
CRESTED BUTTE,CO81224 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

USSGA

49 KNOLLWOOD RD
ELMSFORD,NY10523 		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000

VERMONT FOODBANK

33 PARKER ROAD WILSON INDUSTRIAL
PARK
BARRE,VT05641 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

VERMONT LAND TRUST

8 BAILEY AVENUE
MONTPELIER,VT05602 		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000

VERMONT WOMEN'S FUND

VERMONT COMMUNITY FOUNDATION 3
COURT STREET
MIDDLEBURY,VT05753 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

VERO BEACH MUSEUM OF ART

3001 RIVERSIDE PARK DR
VERO BEACH,FL32963 		N/A PUBLIC CHARITY GENERAL SUPPORT 200

VNA & HOSPICE FOUNDATION-VERO BEACH

1111 36TH STREET
VERO BEACH,FL32960 		N/A PUBLIC CHARITY GENERAL SUPPORT 700

VNA & HOSPICE OF THE SOUTHWEST REGION

7 ALBERT CREE DRIVE
RULAND,VT05701 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

VT DIGGER

26 STATE STREET SUITE 8
MONTPELIER,VT05602 		N/A PUBLIC CHARITY GENERAL SUPPORT 750

WEST REGION WILDFIRE COUNCIL

160 S AMELIA STREET
RIDGWAY,CO81432 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

WESTON PLAYHOUSE THEATRE COMPANY

ATTN CHARMA BONANNO 703 MAIN STREET
WESTON,VT05161 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500

WILLIAMS COLLEGE

75 PARK STREET
WILLIAMSTOWN,MA01267 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

WINDSONG CLEVELAND'S FEMINIST CHORUS

PO BOX 771212
CLEVELAND,OH44107 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

WOLF HAVEN INTERNATIONAL

3111 OFFUT LAKE RD SE
TENINO,WA98589 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000

WOMEN'S DISMAS HOUSE

103 PARK AVENUE
RUTLAND,VT05701 		N/A PUBLIC CHARITY GENERAL SUPPORT 500

YOUNG AMERICA'S FOUNDATION

PO BOX 2518
SANTA BARBARA,CA93120 		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000

ZION EPISCOPAL CHURCH

301 EAST CONGRESS ST
CHARLES TOWN,WV25414 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

AMERICAN FARMLAND TRUST

PO BOX 96982
WASHINGTON,DC200777048 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

AMERICAN RIVERS

PO BOX 96158
WASHINGTON,DC200777106 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

APPALACHIAN VOICES

589 W KING STREET
BOONE,NC28607 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

VERMONT CHILDREN'S LITERACY FOUNDATION

3579 WATERBURY-STOWE RD
WATERBURY CENTER,VT05677 		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000

WORLD WILDLIFE FUND

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
Total .................................right arrow 3a 516,685
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 201,207  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 369,096  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 570,303 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
570,303
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
TRUETTNER FAMILY FOUNDATION
EIN:
36-3499982
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,200 0   2,200

TY 2024 InvestmentsCorpStockSchedule
Name:
TRUETTNER FAMILY FOUNDATION
EIN:
36-3499982
Name of Stock End of Year Book Value End of Year Fair Market Value
VARIOUS INVESTMENTS 3,366,103 6,095,240

TY 2024 OtherDecreasesSchedule
Name:
TRUETTNER FAMILY FOUNDATION
EIN:
36-3499982
Description Amount
DISTRIBUTION 4,788,578


TY 2024 OtherExpensesSchedule
Name:
TRUETTNER FAMILY FOUNDATION
EIN:
36-3499982
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEE 25 0   25
POSTAGE 0 0   0
SUPPLIES 0 0   0


TY 2024 OtherIncreasesSchedule
Name:
TRUETTNER FAMILY FOUNDATION
EIN:
36-3499982
Description Amount
VOIDED UNCASHED CHECKS 34,500


TY 2024 OtherProfessionalFeesSchedule
Name:
TRUETTNER FAMILY FOUNDATION
EIN:
36-3499982
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT COUNSELING 44,574 44,574   0