-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
24
Open to Public Inspection
For calendar year 2024, or tax year beginning
01-01-2024
, and ending
12-31-2024
Name of foundation
ROBERT AND DANA EMERY FAMILY FOUNDATION
ROCKEFELLER TRUST COMPANY
Number and street (or P.O. box number if mail is not delivered to street address)
3711 KENNETT PIKE 220
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON
,
DE
19807
A Employer identification number
37-6537105
B
Telephone number (see instructions)
(302) 498-6000
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
155,552,794
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
10,300,000
2
Check
.............
3
Interest on savings and temporary cash investments
18,185
18,185
4
Dividends and interest from securities
...
10,244,025
10,244,025
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
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
........
20,562,210
10,262,210
13
Compensation of officers, directors, trustees, etc.
20,000
10,000
10,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
8,900
4,450
4,450
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
55,986
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
84,886
14,450
14,450
25
Contributions, gifts, grants paid
.......
5,680,000
5,680,000
26
Total expenses and disbursements.
Add lines 24 and 25
5,764,886
14,450
5,694,450
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
14,797,324
b
Net investment income
(if negative, enter -0-)
10,247,760
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
2,722,134
6,519,459
6,519,459
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
132,994,600
149,033,335
149,033,335
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
135,716,734
155,552,794
155,552,794
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
135,716,734
155,552,794
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
135,716,734
155,552,794
30
Total liabilities and net assets/fund balances
(see instructions)
.
135,716,734
155,552,794
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
135,716,734
2
Enter amount from Part I, line 27a
.....................
2
14,797,324
3
Other increases not included in line 2 (itemize)
List of Attached Documents:
// Content
3
5,038,736
4
Add lines 1, 2, and 3
..........................
4
155,552,794
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
155,552,794
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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
...................
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
142,444
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
3
Add lines 1 and 2
...........................
3
142,444
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
142,444
6
Credits/Payments:
a
2024 estimated tax payments and 2023 overpayment credited to 2024
6a
75,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
..........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
75,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
List of Attached Documents:
// Content
8
2,615
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
70,059
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2025 estimated tax
0
Refunded
11
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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:
By language in the governing instrument, or
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)
DE
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 instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
ROCKEFELLER TRUST CO DE
Telephone no.
(302) 498-6008
Located at
3711 KENNETT PIKE SUITE 220
WILMINGTON
DE
ZIP+4
19807
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
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
20
,
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.
20
,
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
.........
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
THE ROCKEFELLER TRUST COMPANY
Trustee
0.00
20,000
3711 KENNETT PIKE SUITE 220
WILMINGTON
,
DE
19807
ROBERT L EMERY CO ROCKEFLLER
Trustee
0.00
0
3711 KENNETT PIKE SUITE 220
WILMINGTON
,
DE
19807
DANA M EMERY CO ROCKEFELLER
Trustee
0.00
0
3711 KENNETT PIKE SUITE 220
WILMINGTON
,
DE
19807
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
...................
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
.............
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
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
147,147,317
b
Average of monthly cash balances
.......................
1b
2,346,531
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
149,493,848
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
3
Subtract line 2 from line 1d
.........................
3
149,493,848
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
2,242,408
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
147,251,440
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
7,362,572
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
7,362,572
2a
Tax on investment income for 2024 from Part V, line 5
.......
2a
142,444
b
Income tax for 2024. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
142,444
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
7,220,128
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
7,220,128
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
7,220,128
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
5,694,450
b
Program-related investments—total from Part VIII-B
..................
1b
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
5,694,450
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
7,220,128
2
Undistributed income, if any, as of the end of 2024:
a
Enter amount for 2023 only
.......
5,642,635
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2024:
a
From 2019
......
b
From 2020
......
c
From 2021
......
d
From 2022
......
e
From 2023
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2024 from Part
XI, line 4:
$
5,694,450
a
Applied to 2023, but not more than line 2a
5,642,635
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2024 distributable amount
.....
51,815
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2024.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025
..........
7,168,313
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)
.......
8
Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2020
....
b
Excess from 2021
....
c
Excess from 2022
....
d
Excess from 2023
....
e
Excess from 2024
....
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
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
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
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT DANA EMERY FAMILY FOUNDATION
3711 KENNETT PIKE SUITE 220
WILMINGTON
,
DE
19807
(302) 498-6008
emeryfamilyfoundation@gmail.com
b
The form in which applications should be submitted and information and materials they should include:
NO REQUIRED FORMAT. WRITTEN REQUEST ONLY.
c
Any submission deadlines:
JUNE 30TH
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IRC SECTION 501 (C)(3) ORGANIZATIONS.
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)
a
Paid during the year
10000 DEGREES
1650 LOS GAMOS DRIVE 110
SAN RAFAEL
,
CA
94903
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT HIGHER EDUCATION SCHOLARSHIPS FOR STUDENTS OF NEED
25,000
AIM HIGH
PO BOX 410715
SAN FRANCISCO
,
CA
94141
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUMMER SCHOOL FOR UNDERRESOURCED MIDDLE SCHOOL YOUTH
25,000
BISHOP O'DOWD HIGH SCHOOL
9500 STERNS AVENUE
OAKLAND
,
CA
94605
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SCHOLARSHIPS
10,000
BOYS GIRLS CLUB OF SAN FRANCISCO
55 HAWTHORNE STREET SUITE 600
SAN FRANISCO
,
CA
94105
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT
25,000
BREAKTHROUGH COLLABORATIVE
545 SANSOME STREET SUITE 700
SAN FRANCISCO
,
CA
94111
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SCHOLARSHIPS
100,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCORSE DRIVE
SAN FRANCISCO
,
CA
94118
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT
50,000
FIRST GRADUATE
3130 - 20TH STREET SUITE 275
SAN FRANCISCO
,
CA
94110
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT
25,000
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROAD
SAUSALITO
,
CA
94965
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT
35,000
LA CASA DE LAS MADRES
1663 MISSION STREET SUITE 225
SAN FRANISCO
,
CA
94103
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO DOMESTIC VIOLENCE
25,000
LEGAL SERVICES FOR CHILDREN
1254 MARKET STREET 3RD FLOOR
SAN FRANCISCO
,
CA
94102
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO LEGAL ASSISTANCE FOR CHILDREN
25,000
MAKING WAVES FOUNDATION
3045 RESEARCH DRIVE
RICHMOND
,
CA
94806
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT
25,000
OLYMPIC CLUB FOUNDATION
524 POST STREET
SAN FRANCISCO
,
CA
94102
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT
15,000
POSSE FOUNDATION
14 WALL STREET SUITE 8A-60
NEW YORK
,
NY
10005
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SCHOLARSHIPS
25,000
PROJECT OPEN HAND
730 POLK STREET
SAN FRANCISCO
,
CA
94109
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO ANTI-POVERTY AND NUTRITION/MEDICAL ACTIVITIES
25,000
RIGHT TO PLAY
49 WEST 27TH STREET SUITE 930
NEW YORK
,
NY
10001
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS AND ENRICHMENT
25,000
ST IGNATIUS COLLEGE PREP
2001 37TH AVENUE
SAN FRANCISCO
,
CA
94116
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SCHOLARSHIPS
550,000
STANFORD UNIVERSITY
326 GALVEZ STREET
STANFORD
,
CA
94305
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SCHOLARSHIPS
1,000,000
TEACH FOR AMERICA
22 FOURTH STREET 7TH FLOOR
SAN FRANCISCO
,
CA
94103
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
25,000
TEN STRANDS
330 IGNACIO BLVD SUITE 201
NOVATO
,
CA
94949
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
35,000
UNIVERSITY OF VIRGINIA
PO BOX 400314
CHARLOTTESVILLE
,
VA
22904
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATION ACTIVITIES
20,000
SUMMER SEARCH
555 AMORY STREET
JAMAICA PLAIN
,
MA
02130
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SCHOLARSHIPS
480,000
COLEMAN ADVOCATES FOR CHILDREN YOUT
459 VIENNA STREET
SAN FRANCISCO
,
CA
94122
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO POVERTY
25,000
GATEWAY PUBLIC SCHOOLS
1430 SCOTT STREET
SAN FRANCISCO
,
CA
94115
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS/ENRICHMENT
25,000
SAN FRANCISCO ZOOLOGICAL SOCIETY
1 ZOO ROAD
SAN FRANCISCO
,
CA
94132
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO CULTURAL ACTIVITIES
25,000
TENDERLOIN NEIGHBORHOOD DEVELOPMENT
215 TAYLOR STREET
SAN FRANCISCO
,
CA
94102
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO POVERTY
25,000
OUTWARD BOUND CALIFORNIA
1539 PERSHING DRIVE
SAN FRANCISCO
,
CA
94129
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS/ENRICHMENT
25,000
BREAD AND ROSES
233 TAMALPAIS DRIVE SUITE 100
CORTE MADERA
,
CA
94925
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO CULTURAL ACTIVITIES
5,000
POMEROY RECREATION REHABILITATION C
207 SKYLINE BLVD
SAN FRANCISCO
,
CA
94132
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO REHABILITATION FACILITY
15,000
TODAY'S YOUTH MATTER
469 VALLEY WAY
MILPITAS
,
CA
95035
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS/ENRICHMENT
50,000
IMMACULATE CONCEPTION ACADEMY
3625 24TH STREET
SAN FRANCISCO
,
CA
94110
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS/ENRICHMENT
25,000
HARLAM LACROSSE LEADERSHIP
PO BOX 708
NEW YORK
,
NY
10030
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS/ENRICHMENT
50,000
MEALS ON WHEELS
1375 FAIRFAX AVENUE
SAN FRANCISCO
,
CA
94124
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SENIOR CARE
50,000
PICKLEBERRY PIE
305 DICKENS WAY
SANTA CRUZ
,
CA
95064
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS/ENRICHMENT
5,000
LARKIN STREET YOUTH CENTER
134 GOLDEN GATE AVENUE
SAN FRANCISCO
,
CA
94102
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO POVERTY
25,000
SAN FRANCISCO ACHIEVERS
244 KEARNEY STREET 6TH FLOOR
SAN FRANCISCO
,
CA
94108
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ACADEMICS/ENRICHMENT
25,000
A BETTER CHANCE
353 W 35TH STREET 6
NEW YORK
,
NY
10001
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
25,000
COMMON SENSE MEDIA
650 TOWNSEND SUITE 375
SAN FRANCISCO
,
CA
94103
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
25,000
DEER HILL FOUNDATION
PO BOX 180
MANCOS
,
CO
81328
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
300,000
EXPLORATORIUM
PIER 15/17
SAN FRANCISCO
,
CA
94111
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
25,000
ONE LOVE FOUNDATION
300 PACIFIC COAST HWY SUITE 111
HUNTINGTON BEACH
,
CA
92648
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
100,000
THE PAINTED TURTLE
1300 4TH STREET SUITE 300
SANTA MONICA
,
CA
90401
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
25,000
TOWN SCHOOL FOR BOYS
2750 JACKSON STREET
SAN FRANCISCO
,
CA
94115
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
25,000
BLUE BEAR SCHOOL OF MUSIC
2 MARINA BLVD BLDG D
SAN FRANCISCO
,
CA
94123
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
5,000
EAST PALO ALTO ACADEMY FOUNDATION
PO BOX 50803
PALO ALTO
,
CA
94303
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
25,000
GOOD SAMARITAN FAMILY RESOURCE CENT
1294 POTRERO AVENUE
SAN FRANCISCO
,
CA
94110
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SOCIAL SERVICES PROGRAMS FOR IMMIGRANTS
25,000
HUCKLEBERRY YOUTH PROGRAM
3310 GEARY BLVD
SAN FRANCSICO
,
CA
94118
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATE, INSPIRE AND SUPPORT UNDER SERVED YOUTH
20,000
KIPP BAY AREA SCHOOLS
1404 FRANKLIN STREET STE 500
OAKLAND
,
CA
94612
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATE, INSPIRE AND SUPPORT UNDER SERVED YOUTH
50,000
BRIDGE THE GAP
105 DRAKE AVENUE
SAUSALITO
,
CA
94965
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT PREPARING STUDENTS FOR COLLEGE SUCCESS
25,000
COLLEGE SPRING
1333 BROADWAY SUITE 250
OAKLAND
,
CA
94612
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT PREPARING STUDENTS FOR SAT & ACT EXAMS
25,000
FIRST EXPOSURE
PO BOX 881971
SAN FRANCISCO
,
CA
94188
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT EMPOWERING YOUTH THR OUGH PHOTOGRAPY
15,000
IMAGINE WORLDWIDE
1080 EDGEWOOD AVENUE
MILL VALLEY
,
CA
94941
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT THE LITERACY & NUMERACY SKILLS OF CHILDREN
1,000,000
NEW DOOR VENTURES
3221 20TH STREET
SAN FRANCISCO
,
CA
94110
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO PROMOTE SKILLS TRAINING, MEANING JOBS, EDUCATIONAL ASSISTANCE AND PERSONAL SUPPORT TO DISCONNECTED YOUTH
15,000
SALESIAN COLLEGE PREPARATORY
2851 SALESIAN AVENUE
RICHMOND
,
CA
94804
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO PROMOTE COLLEGE PREPARATORY SKILLS TO YOUTH
50,000
THE BASIC FUND
1301 CLAY STREET 70450
OAKLAND
,
CA
94612
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO PROVIDING PARTIAL TUITION FUNDING TO LOW INCOME FAMILIES
25,000
VIRGINIA ATHLETICS FOUNDATION
PO BOX 400833
CHARLOTTESVILLE
,
VA
22904
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO ATHLETICS
25,000
YOUNG WOMENS CHORAL PROJECTS
PO BOX 170508
SAN FRANCISCO
,
CA
94117
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO YOUTH ARTISTIC ACTIVITIES
5,000
OAKLAND LACROSSE CLUB
1970 BROADWAY 920
OAKLAND
,
CA
94612
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO ATHLETICS
50,000
BAY SCHOLARS
465 CALIFORNIA STREET SUITE 1600
SAN FRANCISCO
,
CA
94104
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT HIGHER EDUCATION SCHOLARSHIPS FOR STUDENTS OF NEED
100,000
FIRST TEE OF SAN FRANCISCO
99 HARDING ROAD
SAN FRANCISCO
,
CA
94132
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO ATHLETICS
25,000
STUDENTS RISING ABOVE FOUNDATION
PO BOX 29174
SAN FRANCISCO
,
CA
94119
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT HIGHER EDUCATION SCHOLARSHIPS FOR FIRST GENERATION STUDENTS OF NEED
25,000
ENVIRONMENTAL TRAVEL COMPANIONS
2 MARINA BLVD FORT MASON CTR C385
SAN FRANCISCO
,
CA
94123
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO OUTDOOR ADVENTURE FOR PEOPLE WITH DISABLITIES AND UNDER-RESOURCED YOUTH
25,000
EPISCOPAL COMMUNITY SERVICES
165 8TH STREET
SAN FRANCISCO
,
CA
94103
N/A
PUBLIC
UNRESTRICTED GRANT FOR PROVIDING ESSENTIAL SERVICES TO INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS.
25,000
ADVENTURE SCIENTISTS
214 E MENDENHALL STREET SUITE 213
BOZEMAN
,
MT
59715
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO ENSURE CRITICAL FIELD DATA TO AVAILABLE TO ACCELERATE CONSERVATION AND CLIMATE SOLUTIONS
25,000
MISSION DOLORES ACADEMY
3371 6TH STREET
SAN FRANCISCO
,
CA
94114
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
100,000
MATRICULATE
110 WALL STREET 6TH FLOOR
NEW YORK
,
NY
10005
N/A
PUBLIC
TO EMPOWER HIGH-ACHIEVING, LOW-INCOME HIGH SCHOOL STUDENTS TO MAKE THE LEAP TO OUR BEST COLLEGES AND UNIVERSITIES
25,000
AMHERST COLLEGE
220 SOUTH PLEASANT STREET
AMHERST
,
MA
01002
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EDUCATIONAL ACTIVITIES
35,000
ENTERPRISE FOR YOUTH
2021 FILLMORE STREET SUITE 192
SAN FRANCISCO
,
CA
94115
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO TEACHING YOUTH JOB READINESS SKILLS AND TRAINING
25,000
PATHWAY FOR KIDS
331 FILBERT STREET
SAN FRANCISCO
,
CA
94133
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO EMPOWER UNDERSERVED INNER-CITY YOUTH TO CAREER OPPORTUNITIES
10,000
BIG SKY YOUTH EMPOWERMENT PROJECT I
PO BOX 6757
BOZEMAN
,
MT
59771
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT YOUTH IN PROMOTING MENTAL HEALTH AND PREVENTING SUICIDE
10,000
MOONLIGHT COMMUNITY FOUNDATION
PO BOX 161013
BIG SKY
,
MT
59716
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO CHARITABLE ACTIVITIES
10,000
REDF
631 HOWARD STREET SUITE 320
SAN FRANCISCO
,
CA
94105
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO INNOVATIVE AND PROMISING EMPLOYMENT SOCIAL ENTERPRISES
50,000
ACE SCHOLARSHIPS
5251 DTC PKWY SUITE 1150
GREENWOOD VILLAGE
,
CO
80111
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO CHARITABLE ACTIVITIES
50,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850
SAN FRANCISCO
,
CA
94104
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO IMPACT POVERTY IN THE SF BAY AREA
50,000
ST ANTHONYS
712 N GRAND AVENUE
LOS ANGELES
,
CA
90012
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO PROVIDE ESSENTIAL SERVICES, HEALTH CARE, AND GATEWAYS TO STABILITY TO FAMILIES AND INDIVIDUALS IN NEED
25,000
FOOD RUNNERS
2579 WASHINGTON STREET
SAN FRANCISCO
,
CA
94115
N/A
PUBLIC
UNRESTRICTED GRANT TO DELIVER EXCESS FOOD TO NEIGHBORHOOD FOOD PROGRAMS
25,000
COREY C GRIFFIN CHARITABLE FOUNDATI
205 NEWBURY STREET SUITE 410
FRAMINGHAM
,
MA
01701
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO IMPROVING CHILDREN'S LIVES THRU STRATEGIC PARTNERSHIPS WITH LEADING EDUCATIONAL AND HEALTHCARE INSTITUTIONS
25,000
RIVET SCHOOL
1503 MCDONALD AVENUE SUITE A
RICHMOND
,
CA
94801
N/A
PUBLIC
UNRESTRICTED GRANT TO SUPPORT TRADISIONALLY UNDERSERVED STUDENTS ON THEIR JOURNEY TO A COLLEGE DEGREE
25,000
RON BROWN SCHOLARS PROGRAM
485 HILLSDALE DRIVE SUITE 206
CHARLOTTESVILLE
,
VA
22901
N/A
PUBLIC
UNRESTRICTED GRANT FOR NATIONAL SCHOLARSHIP FOR LOW-INCOME AFRICAN AMERICAN HIGH SCHOOL SENIORS
25,000
ARCS FOUNDATION
4616 25TH AVENUE NE
SEATTLE
,
WA
98105
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT AMERICAN LEADERSHIP AND AID ADVANCEMENT IN SCIENCE AND TECHNOLOGY
25,000
CHAMPION CHARITIES
555 BRYANT STREET SUITE 230
PALO ALTO
,
CA
94301
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT TO HELP FIGHT BRAIN CANCER AND BRAIN DISEASE
100,000
SAVERLIFE
548 MARKET STREET
SAN FRANCISCO
,
CA
94104
N/A
PUBLIC
UNRESTRICTED GRANT RELATED TO SUPPORT FINANCIAL TECHNOLOGY TO HELP CREATE PROSPERITY FOR LOW-INCOME FAMILIES
10,000
Total
.................................
3a
5,680,000
b
Approved for future payment
Total
.................................
3b
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
18,185
4
Dividends and interest from securities
....
14
10,244,025
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
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)
..
10,262,210
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
10,262,210
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2024)
Additional Data
Software ID:
24020490
Software Version:
2024v5.1
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
Name of the organization
ROBERT AND DANA EMERY FAMILY FOUNDATION
ROCKEFELLER TRUST COMPANY
Employer identification number
37-6537105
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note:
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution:
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
2
Name of organization
ROBERT AND DANA EMERY FAMILY FOUNDATION
ROCKEFELLER TRUST COMPANY
Employer identification number
37-6537105
Part I
Contributors
(see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
ROBERT DANA EMERY CO ROCKEFELLER
3711 KENNETT PIKE SUITE 220
WILMINGTON
,
DE
19807
$
10,000,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
ROBERT DANA EMERY CO ROCKEFELLER
3711 KENNETT PIKE SUITE 220
WILMINGTON
,
DE
19807
$
300,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
3
Name of organization
ROBERT AND DANA EMERY FAMILY FOUNDATION
ROCKEFELLER TRUST COMPANY
Employer identification number
37-6537105
Part II
Noncash Property
(see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
38,571,319 SHS DODGE & COX STOCK FUND
$
10,000,000
2024-07-10
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
4
Name of organization
ROBERT AND DANA EMERY FAMILY FOUNDATION
ROCKEFELLER TRUST COMPANY
Employer identification number
37-6537105
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor.
Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990) (Rev. 1-2025)
Additional Data
Software ID:
24020490
Software Version:
2024v5.1
-
TIN:
TY 2024 AccountingFeesSchedule
Name:
ROBERT AND DANA EMERY FAMILY FOUNDATION
ROCKEFELLER TRUST COMPANY
EIN:
37-6537105
Software ID:
24020490
Software Version:
2024v5.1
Category
Amount
Net Investment Income
Adjusted Net Income
Disbursements for Charitable Purposes
TAX PREPARATION FEES
8,900
4,450
0
4,450
-
TIN:
TY 2024 TaxesSchedule
Name:
ROBERT AND DANA EMERY FAMILY FOUNDATION
ROCKEFELLER TRUST COMPANY
EIN:
37-6537105
Software ID:
24020490
Software Version:
2024v5.1
Category
Amount
Net Investment Income
Adjusted Net Income
Disbursements for Charitable Purposes
TAXES
55,986