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
ISLAND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)589 MILL STREET PO BOX 1605
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARION, MA02738
A Employer identification number

04-2670567
B Telephone number (see instructions)

(508) 748-2809
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$58,105,623J 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 165,335 165,335  
4 Dividends and interest from securities... 1,478,148 1,478,148  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,199,559
b Gross sales price for all assets on line 6a 7,539,656
7 Capital gain net income (from Part IV, line 2)... 1,199,559
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........ 2,843,042 2,843,042  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 152,505 15,251   137,254
14 Other employee salaries and wages...... 199,374 19,937   179,437
15 Pension plans, employee benefits....... 175,643 17,564   158,079
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,431 3,216   3,216
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,920 16,460   16,460
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
41,886 40,188   1,697
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
512 50   462
19 Depreciation (attach schedule) and depletion... 9,569 0  
20 Occupancy.............. 8,542 853   7,688
21 Travel, conferences, and meetings....... 18,402 0   18,402
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,624 12,701   35,923
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 694,408 126,220   558,618
25 Contributions, gifts, grants paid....... 2,154,000 2,154,000
26 Total expenses and disbursements. Add lines 24 and 25 2,848,408 126,220   2,712,618
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,366
b Net investment income (if negative, enter -0-) 2,716,822
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............. 16,968 53,696 53,696
2 Savings and temporary cash investments......... 330,436 326,628 326,628
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.......... 16,175 11,560 11,560
10a Investments—U.S. and state government obligations (attach schedule) 3,210,755 Click to see attachment
List of Attached Documents:
// Content
1,201,173 		1,201,173
b Investments—corporate stock (attach schedule)....... 16,053,102 Click to see attachment
List of Attached Documents:
// Content
20,070,464 		20,070,464
c Investments—corporate bonds (attach schedule)....... 35,610,587 Click to see attachment
List of Attached Documents:
// Content
36,309,216 		36,309,216
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 arrow384,700
Less: accumulated depreciation (attach schedule) right arrow251,814 120,125 Click to see attachment
List of Attached Documents:
// Content
132,886 		132,886
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,075 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 55,360,223 58,105,623 58,105,623
Liabilities 17 Accounts payable and accrued expenses.......... 51,245 52,782
18 Grants payable.................   50,000
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) Click to see attachment
List of Attached Documents:
// Content
69,625 		Click to see attachment
List of Attached Documents:
// Content
224,674
23 Total liabilities (add lines 17 through 22)......... 120,870 327,456
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........... 55,239,353 57,778,167
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........    
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)..... 55,239,353 57,778,167
30 Total liabilities and net assets/fund balances (see instructions). 55,360,223 58,105,623
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
55,239,353
2
Enter amount from Part I, line 27a .....................
2
-5,366
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,677,149
4
Add lines 1, 2, and 3 ..........................
4
57,911,136
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
132,969
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
57,778,167
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 CHARLES SCHWAB - 0620      
b CHARLES SCHWAB - 6556      
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 6,769,074   5,519,206 1,249,868
b 770,582   820,891 -50,309
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       1,249,868
b       -50,309
c
d
e
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 1,199,559
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 37,764
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 37,764
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 37,764
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,920
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 27,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 617
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 10,461
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 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. 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 arrowMA
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 addressright arrowWWW.ISLANDFDN.ORG
14
The books are in care ofright arrowALAN TUPPER TREASURER Telephone no.right arrow (508) 748-2809

Located atright arrow589 MILL STREET PO BOX 1605MARIONMA ZIP+4right arrow02738
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
DENISE PORCHE ASST CLERK/EXEC DIRECTOR
40.00 		152,505 37,574 0
589 MILL STREET PO BOX 1605
MARION,MA02738
HANNAH NESBEDA PRESIDENT
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
ALAN TUPPER TREASURER
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
KATHERINE CLARK VICE PRESIDENT
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
ELEANOR EVANS CLERK
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
KIM CLARK DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
STEPHEN CLARK DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
WILLIAM CLARK DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
DAVID CLARK DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
AMANDA KRESSLY DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
MATT KRESSLY DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
CHRISTOPHER MOORE DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
DANIELLE MOORE DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
HANNAH MOORE DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
MICHAEL MOORE DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
OLIVER MOORE DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
SAMUEL MOORE DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
WILLIAM THOMAS MOORE DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
PETER NESBEDA DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
JACKSON MATTHEWS DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
CHRISTOPHER TUPPER DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
HELEN TUPPER DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
DOUGLAS WATSON DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
JO-ANN WATSON DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
CAROLINE KRESSLY DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
WILLIAM WA CLARK III DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
MARY GRACE BELTRAN DIRECTOR
5.00 		0 0 0
589 MILL STREET PO BOX 1605
MARION,MA02738
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
ANDREA L BOGOMOLNI PROGRAM OFFICER
40.00 		87,781 42,170 0
589 MILL STREET PO BOX 1605
MARION,MA02378
RAYANA M GRACE PROGRAM OFFICER
40.00 		79,440 41,229 0
589 MILL STREET PO BOX 1605
MARION,MA02378
MICHELE EMERY FINANCIAL ADMIN ASSI
24.00 		32,153 19,898 0
589 MILL STREET PO BOX 1605
MARION,MA02378
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 GRANTMAKING PRIORITIES: THE ISLAND FOUNDATION'S GRANT PRIORITIES FALL WITHIN FOUR MAJOR CATEGORIES: ENVIRONMENT, NEW BEDFORD, ALTERNATIVE EDUCATION, AND WOMEN & GIRLS. THE FOUNDATION PRIMARILY SUPPORTS PROJECTS IN THE COASTAL AREAS OF MAINE, MASSACHUSETTS, AND RHODE ISLAND. FOR THE LAST FOUR DECADES, THE FOUNDATION HAS FOCUSED A SIGNIFICANT PORTION OF ITS FINANCIAL RESOURCES ON SOUTHEASTERN MASSACHUSETTS, WHERE ITS OFFICE IS LOCATED. HERE THE BOARD SEEKS TO UNDERSTAND HOW COMMUNITIES GROW SUSTAINABLY AND EQUITABLY, HOW TO INCREASE EDUCATIONAL OPPORTUNITIES, HOW THE CHALLENGES OF RURAL AND URBAN COMMUNITIES INTERSECT AND HOW THEIR INTERESTS MAY ALIGN AND HOW TO BEST PROTECT WORKING LANDSCAPES AND THE PEOPLE WHO RELY UPON THESE AREAS FOR THEIR LIVELIHOODS. IN FUNDING THESE CAREFULLY CONSIDERED SPECIFIC AREAS IN WHICH MEMBERS HAVE SUBSTANTIAL EXPERIENCE, THE BOARD BELIEVES IT WILL HAVE MAXIMUM IMPACT. 0
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.........................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
56,528,529
b
Average of monthly cash balances.......................
1b
717,641
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
57,246,170
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
57,246,170
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
858,693
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
56,387,477
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,819,374
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
2,819,374
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
37,764
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
37,764
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,781,610
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,781,610
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
2,781,610
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
2,712,618
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
2,712,618
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 2,781,610
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...... 527,764
b From 2020...... 90,513
c From 2021...... 71,030
d From 2022...... 317,485
e From 2023...... 480,481
f Total of lines 3a through e ........ 1,487,273
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,712,618
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..... 2,712,618
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 68,992 68,992
(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 1,418,281
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) ... 		458,772
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		959,509
10 Analysis of line 9:
a Excess from 2020.... 90,513
b Excess from 2021.... 71,030
c Excess from 2022.... 317,485
d Excess from 2023.... 480,481
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 ...... 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 e-mail address of the person to whom applications should be addressed:
DENISE PORCHE
589 MILL STREET PO BOX 1605
MARION,MA02738
(508) 748-2809
bThe form in which applications should be submitted and information and materials they should include:
APPLYING IS A TWO-STEP PROCESS - A LETTER OF INQUIRY OR PHONE CALL AND SENDING THE FOUNDATION A FULL PROPOSAL. INCLUDE WITH LETTER OF INQUIRY A DESCRIPTION OF THE PROJECT, OR CALL THE FOUNDATION TO DISCUSS THE PROJECT IDEA. INCLUDE WITH THE PROPOSAL A COVER LETTER THAT SPECIFIES THE AMOUNT OF FUNDING SOUGHT, SUMMARY OF THE PROPOSAL IDEA, PRODUCTS AND TIMEFRAME. THREE TO FIVE PAGES WHICH BRIEFLY DESCRIBE THE HISTORY OF THE ORG., PROJECT GOALS, METHODS FOR REACHING GOALS, NEED FOR THE PROJECT, QUALIFICATIONS OF THE ORG. AND STAFF, AND MEASURES OF SUCCESS. ATTACH A PROJECT BUDGET AND PAST AND CURRENT YEAR BUDGETS FOR THE OVERALL ORG., RECENT FINANCIAL STATEMENT OR AUDIT, LIST OF BOARD OF DIRECTORS AND STAFF, IRS DETERMINATION LETTER INDICATING EXEMPT STATUS, ALSO IF USING A FISCAL AGENT PLEASE INCLUDE A LETTER FROM THIS ORG. AND SUPPLEMENTARY MATERIALS SUCH AS ANNUAL REPORTS, NEWLETTERS, MEDIA COVERAGE AND OR BROCHURES.
cAny submission deadlines:
DUE MARCH 1ST, JUNE 1ST, SEPTEMBER 1ST, DECEMBER 1ST FOR FUNDS TO BE DISTRIBUTED THE FOLLOWING MONTH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION DOES NOT SUPPORT REQUESTS FROM INDIVIDUALS, RELIGIOUS ORGANIZATIONS OR FOR PROFIT 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)
aPaid during the year

ACADIA CENTER

PO BOX 583
ROCKPORT,ME04856 		N/A PC ACCELERATING CLIMATE ACTION IN MASSACHUSETTS 15,000

AFRICAN ALLIANCE OF RHODE ISLAND

PO BOX 27874
PROVIDENCE,RI02907 		N/A PC ADDRESSING FOOD SECURITY, ACCESS, NUTRITION & HEALTH IN LOW-FOOD-ACCESS COMMUNITIES 10,000

ALLENTOWN RESCUE MISSION INC

355 HAMILTON ST
ALLENTOWN,PA18101 		N/A PC GENERAL SUPPORT 3,000

AMMONOOSUC CONSERVATION TRUST

PO BOX 191
FRANCONIA,NH03580 		N/A PC GENERAL SUPPORT 5,000

ASSOCIATED SCIENTISTS AT WOODS HOLE

PO BOX 721
WOODS HOLE,MA02543 		N/A PC COST-SHARE SUPPORT OF PUBLICATION OF RIGHT WHALE NEWS IN CALENDAR 2024 5,000

BANGOR PUBLIC LIBRARY TRUSTEES

145 HARLOW ST
BANGOR,ME04401 		N/A PC SUSTAINABLE LIBRARIES INITIATIVE CERTIFICATION PROGRAM 1,200

BLOOM FOR WOMEN INC

1425 MOUNTAIN DRIVE NORTH
BETHLEHEM,PA18015 		N/A PC GENERAL SUPPORT BLOOM FOR WOMEN 10,000

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM

780 ALBANY STREET
BOSTON,MA02118 		N/A PC GENERAL SUPPORT 1,380

BOYS & GIRLS CLUB OF GREATER NEW BEDFORD

166 JENNEY STREET
NEW BEDFORD,MA02740 		N/A PC GENERAL SUPPORT 25,000

CAPE & ISLANDS SELF-RELIANCE

PO BOX 396
NORTH FALMOUTH,MA02556 		N/A PC KIDWIND OFFSHORE WIND ACADEMY 10,000

CAPE VERDEAN ASSOCIATION IN NEW BEDFORD INC

128 UNION ST STE 100
NEW BEDFORD,MA02740 		N/A PC CAPE VERDEAN ASSOCIATION IN NEW BEDFORD 12,000

CATHLEEN STONE ISLAND OUTWARD BOUND SCHOOL

NATIONAL PARK
BOSTON QUINCY,MA02171 		N/A PC HANDS-ON SCIENCE AND CHALLENGE-BASED LEARNING IN BOSTON'S OUTDOOR CLASSROOM 10,000

CATHOLIC CHARITIES DIOCESE OF FALL RIVER

189 WELLINGTON ST
FALL RIVER,MA02720 		N/A PC CATHOLIC CHARITIES IMMIGRATION LAW PROGRAMS - ILEAP & IVRP 20,000

CENTRO COMUNITARIO DE TRABAJADORES

1532 ACUSHNET AVE
NEW BEDFORD,MA02746 		N/A PC GENERAL SUPPORT AND PESCANDO JUSTICIA CAMPAIGN 25,000

CENTRO DE AYUDA Y ESPERANZA LATINA INC

700 KEMPTON ST UNIT 2
NEW BEDFORD,MA02740 		N/A PC MUJERES VICTORIOSAS 20,000

CIRCUS ARTS CONSERVATORY INC

2075 BAHIA VISTA STREET
SARASOTA,FL34239 		N/A PC GENERAL SUPPORT 750

COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC

558 PLEASANT ST STE 309
NEW BEDFORD,MA02740 		N/A PC CSJ EDUCATION FUND 2024 WORKPLAN 5,000

COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC

558 PLEASANT ST STE 309
NEW BEDFORD,MA02740 		N/A PC CSJ EDUCATION FUND 2024 WORKPLAN 15,000

COMMUNITY BOATING CENTER INC

1641 PADANARAM AVENUE
NEW BEDFORD,MA02740 		N/A PC SALT - SAILING AND LEADERSHIP TRAINING PROGRAM 20,000

COMMUNITY BOATING CENTER INC

1641 PADANARAM AVENUE
NEW BEDFORD,MA02740 		N/A PC GENERAL SUPPORT 1,500

COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA

PO BOX 63005
NEW BEDFORD,MA02746 		N/A PC GENERAL SUPPORT 30,000

COMMUNITY FOUNDATION OF THE VIRGIN ISLANDS INC

PO BOX 380
ST THOMAS,ST. THOMAS00804
VQ 		N/A PC VIPCA MARINE APPRENTICESHIP PROGRAM 20,000

COMPACT OF CAPE COD CONSERVATION TRUSTS INC

PO BOX 443
BARNSTABLE,MA02630 		N/A PC SOUTHEASTERN MASSACHUSETTS OPEN SPACE LEADERSHIP 20,000

CONANICUT ISLAND SAILING FOUNDATION

7 FELUCCA AVE
JAMESTOWN,RI02835 		N/A PC GENERAL SUPPORT 3,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		N/A PC BUILD COMMUNITY POWER FOR ENVIRONMENTAL JUSTICE 20,000

CREATURE CONSERVE INC

12 ROSEDALE AVE
BARRINGTON,RI02806 		N/A PC CREATURE CONSERVE GENERAL OPERATING SUPPORT 10,000

CROSSROADS RHODE ISLAND

160 BROAD STREET
PROVIDENCE,RI02903 		N/A PC GENERAL SUPPORT 850

DENNIS CONSERVATION LAND TRUST

PO BOX 67
EAST DENNIS,MA02641 		N/A PC GUIDING CITIZEN SCIENTISTS TOWARD REAL-WORLD CONSERVATION IMPACT 5,000

DENNISON MEMORIAL COMMUNITY CENTER

755 SOUTH FIRST STREET
NEW BEDFORD,MA02744 		N/A PC GENERAL SUPPORT 10,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		N/A PC GENERAL SUPPORT 1,500

DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND

645 ELMWOOD AVENUE
PROVIDENCE,RI02907 		N/A PC GENERAL SUPPORT 15,000

DOWNEAST INSTITUTE

PO BOX 83
BEALS,ME04611 		N/A PC LET'S FIND OUT 10,000

DREAM OUT LOUD CENTER INC

127 WEST RODNEY FRENCH BLVD
NEW BEDFORD,MA02744 		N/A PC THE CREATIVE CAREERS PROGRAM 15,000

EASTERN MASSACHUSETTS ABORTION FUND

955 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		N/A PC EASTERN MASSACHUSETTS ABORTION FUND - GENERAL SUPPORT 25,000

EASTERN MASSACHUSETTS ABORTION FUND

955 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		N/A PC GENERAL SUPPORT 1,500

EATING WITH THE ECOSYSTEM

PO BOX 295
WAKEFIELD,RI02880 		N/A PC 2024 GENERAL OPERATING SUPPORT REQUEST FOR EATING WITH THE ECOSYTEM 8,000

ECORI NEWS

10 DAVOL ST SUITE 100
PROVIDENCE,RI02903 		N/A PC ENVIRONMENTAL AND CLIMATE REPORTING 15,000

ENTREPRENEURSHIP FOR ALL INC

175 CABOT STREET SUITE 310
LOWELL,MA01854 		N/A PC EFORALL SOUTH COAST: EXPANDING INCLUSIVE ENTREPRENEURSHIP 15,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC GENERAL SUPPORT 900

FAMILY PANTRY-DAMIEN'S PLACE

242 MARION RD
WAREHAM,MA02571 		N/A PC DIGINITY TO THOSE EXPERIENCING FOOD INSECURITY 15,000

FAMILY PANTRY-DAMIEN'S PLACE

242 MARION RD
WAREHAM,MA02571 		N/A PC GENERAL SUPPORT 750

FOSTER PARROTS

PO BOX 34
HOPE VALLEY,RI02832 		N/A PC GENERAL SUPPORT 600

FREED SEED FEDERATION INC

PO BOX 3090
WESTPORT,MA02790 		N/A PC SUPPORT FOR BIOREGIONAL SEED PRESERVATION AND PLANT BREEDING 10,000

GALLERY X

169 WILLIAM STREET
NEW BEDFORD,MA02740 		N/A PC GALLERY X GENERAL SUPPORT/STAFF SUPPORT 10,000

GIRLS WHO CODE

PO BOX 23244
NEW YORK,NY10087 		N/A PC GENERAL SUPPORT 750

GLOBAL GREENGRANTS FUND

2840 WILDERNESS PLACE SUITE A
BOULDER,CO80301 		N/A PC GENERAL SUPPORT 1,500

GLOBAL IMPACT

1199 NORTH FAIRFAX STREET SUITE 300
ALEXANDRIA,VA22314 		N/A PC MASSACHUSETTS CIVIC LEARNING COALITION 5,000

GLOBAL IMPACT

1199 NORTH FAIRFAX STREET SUITE 300
ALEXANDRIA,VA22314 		N/A PC GEAR MARKING DEVELOPMENT FUND FISCAL SPONSORSHIP 6,000

GREENE SCHOOL

94 JOHN POTTER RD
WEST GREENWICH,RI02817 		N/A PC GENERAL SUPPORT 10,000

GROUNDWORK LAWRENCE

50 ISLAND STREET SUITE 101 ENTRANCE
B
LAWRENCE,MA01840 		N/A PC GROUNDWORK SOUTHCOAST 20,000

GULF OF MAINE RESEARCH INSTITUTE

350 COMMERCIAL STREET
PORTLAND,ME04101 		N/A PC STRENGTHENING CLIMATE RESILIENCE IN MAINE'S COASTAL COMMUNITIES 15,000

HEALTH IMPERATIVES INC

942 WEST CHESTNUT STREET
BROCKTON,MA02031 		N/A PC NEW BEDFORD SERVICES 20,000

HUMANE SOCIETY & SHELTER SOUTHCOAST

31 VENTURA DRIVE
N DARTMOUTH,MA02747 		N/A PC GENERAL SUPPORT 750

IMMIGRANTS' ASSISTANCE CENTER INC

58 CRAPO STREET
NEW BEDFORD,MA02740 		N/A PC GENERAL NEEDS ASSISSTANCE WITH IAC PROGRAMS 20,000

INSTITUTO DE CONSERVACION DE BALLENAS (ICB) ARGENTINA

OHIGGINS 4380 CP 1429 CABA
  BUENOS AIRES  
AR 		N/A PC IS POOR BODY CONDITION CAUSING THE HIGH SOUTHERN RIGHT WHALE CALF MORTALITY IN PENINSULA 15,000

JONES RIVER WATERSHED ASSOCIATION

55 LANDING ROAD
KINGSTON,MA02364 		N/A PC GENERAL SUPPORT 10,000

LEAGUE OF WOMEN VOTERS OF RHODE ISLAND EDUCATION FUND

1 RICHMOND SQUARE SUITE 220 A-W
PROVIDENCE,RI02906 		N/A PC EDUCATION FUND 850

LEIGH VALLEY HEALTH NETWORK

1250 S CEDAR CREST BLVD
ALLENTOWN,PA18103 		N/A PC COMPREHENSIVE STROKE UNIT 6,000

MA COALITION TO PREVENT GUN VIOLENCE

138 TREMONT STREET
BOSTON,MA02111 		N/A PC GENERAL SUPPORT 15,000

MAINE CENTER FOR COASTAL FISHERIES

PO BOX 27
STONINGTON,ME04681 		N/A PC EASTERN MAINE - EM3C - YEAR 3 20,000

MAINE CENTER FOR PUBLIC INTEREST REPORTING

PO BOX 284
HALLOWELL,ME04347 		N/A PC SUPPORT FOR ROBUST, NONPARTISAN ENVIRONMENT AND CLIMATE JOURNALISM FOR MAINE 15,000

MARION LIBRARY ASSOCIATION

8 SPRING STREET
MARION,MA02738 		N/A PC GENERAL SUPPORT 750

MASSACHUSETTS AUDUBON SOCIETY

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		N/A PC COASTAL WATERBIRD CONSERVATION IN URBAN AND SUBURBAN COMMUNITIES 20,000

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

111 WEST 33RD
NEW YORK,NY10120 		N/A PC YOUR MISSION IS OUR MISSION: ADVANCING PARKINSON'S INTO A NEW ERA 15,000

MORRIS ANIMAL FOUNDATION

720 S COLORADO BLVD
DENVER,CO80246 		N/A PC FOR GOLDEN RETRIEVER CANCER RESEARCH 850

MY BROTHER'S WORKSHOP

PO BOX 503205
ST THOMAS,ST. THOMAS00804
VQ 		N/A PC GENERAL SUPPORT 1,500

NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE

95 CEDAR STREET
NEW BEDFORD,MA02740 		N/A PC NEW BEDFORD BRANCH OF THE NAACP 13,000

NATIONAL AUDUBON SOCIETY

225 VARICK STREET 7TH FLOOR
NEW YORK,NY10014 		N/A PC DEEPENING SEABIRD INSTITUTE ENGAGEMENT AMONG INDIGENOUS, MAINE-BASED, AND DIVERS 10,000

NATIVE LAND CONSERVANCY

PO BOX 974
MASHPEE,MA02649 		N/A PC STEWARDS OF THE LAND: A TRIBAL YOUTH EXPERIENCE 20,000

NATIVITY PREPARATORY SCHOOL NEW BEDFORD

66 SPRING STREET
NEW BEDFORD,MA02740 		N/A PC GENERAL SUPPORT 20,000

NATURAL RESOURCES COUNCIL OF MAINE

3 WADE STREET
AUGUSTA,ME04330 		N/A PC PROTECTING THE NATURE OF MAINE 15,000

NEW BEDFORD HISTORICAL SOCIETY

21 SEVENTH STREET
NEW BEDFORD,MA02740 		N/A PC NEW BEDFORD HISTORICAL SOCIETY 15,000

NEW BEDFORD LIGHT

127 WEST RODNEY FRENCH BLVD
NEW BEDFORD,MA02744 		N/A PC GENERAL SUPPORT 25,000

NEW BEDFORD MUSEUM & ART CENTER INC DBA NEW BEDFORD ART MUSEUMARTWORKS

608 PLEASANT STREET
NEW BEDFORD,MA02740 		N/A PC GENERAL SUPPORT 15,000

NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM

POBOX 50494
NEW BEDFORD,MA02745 		N/A PC ED OPPS FOR ECONOMICALLY AT-RISK YOUTH 20,000

NEW BEDFORD SYMPHONY ORCHESTRA

128 UNION STREET SUITE 204
NEW BEDFORD,MA02740 		N/A PC EMBEDDING MUSIC IN NEW BEDFORD SCHOOLS 10,000

NEW BEDFORD WHALING MUSEUM

18 JOHNNY CAKE HILL
NEW BEDFORD,MA02740 		N/A PC NEW BEDFORD WHALING MUSEUM HIGH SCHOOL APPRENTICESHIP PROGRAM 10,000

NEW BEDFORD WHALING MUSEUM

18 JOHNNY CAKE HILL
NEW BEDFORD,MA02740 		N/A PC 11 WILLIAM STREET EXPANSION 100,000

NEW ENGLAND AQUARIUM

NEW ENGLAND AQUARIUM
BOSTON,MA02110 		N/A PC NORTH ATLANTIC RIGHT WHALE CONSORTIUM AND ROPELESS CONSORTIUM 20,000

NEW ENGLAND AQUARIUM

NEW ENGLAND AQUARIUM
BOSTON,MA02110 		N/A PC NORTH ATLANTIC RIGHT WHALE RESEARCH IN U.S. AND CANADIAN WATERS 40,000

NEW ENGLAND GRASSROOTS ENVIRONMENT FUND

PO BOX 611
NEWMARKET,NH03857 		N/A PC GENERAL SUPPORT FOR COMMUNITY-LED ENVIRONMENTAL JUSTICE WORK IN NEW ENGLAND 20,000

NEW HAVEN FIRE DEPARTMENT

952 GRAND AVE
NEW HAVEN,CT06511 		N/A PC GENERAL SUPPORT 3,000

NEW LEARNING JOURNEY

700 BRAGG HILL ROAD
FAYSTON,VT05673 		N/A PC CRF 2024: WATER KEEPERS 20,000

NEW URBAN ARTS

705 WESTMINSTER STREET
PROVIDENCE,RI02903 		N/A PC RI URBAN YOUTH GROW KELP- RESEARCH MARSH RESTORATION 15,000

NORTH & SOUTH RIVER WATERSHED ASSOCIATION

PO BOX 43
NORWELL,MA02061 		N/A PC SE MA WATER RESILIENCE WORKING GROUP 5,000

NORTH AMERICAN MARINE ALLIANCE

222 MAIN STREET
GLOUCESTER,MA01930 		N/A PC GENERAL SUPPORT 25,000

NORTHSTAR LEARNING CENTERS

53 LINDEN STREET
NEW BEDFORD,MA02740 		N/A PC GREATER NEW BEDFORD YOUTH ALLIANCE 3,000

NORTHSTAR LEARNING CENTERS

53 LINDEN STREET
NEW BEDFORD,MA02740 		N/A PC NORTHSTAR LEARNING CENTERS DIVERSION AND ASSISTANCE PROGRAM 30,000

ONE TREE PLANTED INC

145 PINE HAVEN SHORES ROAD 1000D
SHELBURNE,VT05482 		N/A PC FOR TREE PLANTING 3,000

ONEGOAL

PO BOX 734137
CHICAGO,IL60673 		N/A PC TRANSFORMING POSTSECONDARY ADVISING 10,000

OUR SISTERS' SCHOOL INC

145 BROWNELL AVENUE
NEW BEDFORD,MA02740 		N/A PC GENERAL SUPPORT 20,000

PALESTINE CHILDREN'S RELIEF

2600 W OLIVE AVE STE 543
BURBANK,CA915054549 		N/A PC GENERAL SUPPORT 3,000

PARTNERS IN HEALTH

PO BOX 996
FREDERICK,MD21705 		N/A PC NEW BEDFORD TECHNICAL ASSISTANCE 10,000

PARTNERS IN HEALTH

PO BOX 996
FREDERICK,MD21705 		N/A PC GENERAL SUPPORT 1,380

PAUL CUFFEE SCHOOL

459 PROMENADE STREET
PROVIDENCE,RI02908 		N/A PC FARM + FOREST IMMERSION PROGRAM AT PAT'S PASTURED 10,000

PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC

166 WILLIAM STREET
NEW BEDFORD,MA02740 		N/A PC NEW BEDFORD CLEMENTE COURSE IN THE HUMANITIES 10,000

PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC

166 WILLIAM STREET
NEW BEDFORD,MA02740 		N/A PC PACE YOUTHBUILD NEW BEDFORD 25,000

PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC

166 WILLIAM STREET
NEW BEDFORD,MA02740 		N/A PC PACE LIFELINE 20,000

PEOPLES PORT AUTHORITY

216 OHIO AVE
PROVIDENCE,RI02905 		N/A PC PORT MASTER PLAN 7,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038 		N/A PC IMPROVING REPRODUCTIVE HEALT AND RIGHTS IN THE GLOBAL SOUTH 15,000

PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND

345 WHITNEY AVENUE
NEW HAVEN,CT06511 		N/A PC GENERAL SUPPORT 850

POCASSET POKENOKET LANDTRUST INDIGENOUS PEOPLES NETWORK

44 BEDSON RD
CRANSTON,RI02910 		N/A PC INDIGENOUS ROOTS LAND STEWARDSHIP 25,000

PREBLE STREET

55 PORTLAND STREET
PORTLAND,ME04101 		N/A PC GENERAL SUPPORT 750

PROJECT SOUTH THE INSTITUTE FOR THE ELIMINATION POVERTY & GENOCIDE

9 GAMMON AVENUE SE
ATLANTA,GA30315 		N/A PC SISTA FIRE 20,000

QUEBEC-LABRADOR FOUNDATION INC

4 SOUTH MAIN STREET
IPSWICH,MA01938 		N/A PC GENERAL SUPPORT: BIODIVERSITY CONSERVATION 15,000

REACH OUT AND READ INC

89 SOUTH STREET STE 201
BOSTON,MA02111 		N/A PC MAINE SUPPORT 3,000

RED TOMATO

10 SIMS AVENUE SUITE 102
PROVIDENCE,RI02909 		N/A PC RESTRUCTING: FOOD MOVEMENT & KNOWLEDGE SHARING 20,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA

ONE SHIELDS AVENUE
DAVIS,CA95616 		N/A PC LONG-TERM INVESTIGATION OF SOUTHERN RIGHT WHALE UNUSUAL MORTALITY AT PENNSULA VALDS, ARGENTINA 18,000

RESTORE AMERICAS ESTUARIES

2300 CLARENDON BLVD
ARLINGTON,VA22201 		N/A PC PROMOTING DIVERSITY, EQUITY, AND INCLUSION AT 2024 NATIONAL COASTAL & ESTUARINE SUMMIT 5,000

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVENUE
PROVIDENCE,RI02907 		N/A PC GENERAL SUPPORT 850

RHODE ISLAND FOOD POLICY COUNCIL

10 DAVOL SQ
PROVIDENCE,RI02903 		N/A PC HARNESSING THE POWER OF THE NETWORK FOR FOOD SYSTEMS CHANGE 11,000

RI SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

155 PLAN WAY
WARWICK,RI02886 		N/A PC GENERAL SUPPORT 600

ROSATI LEADERSHIP ACADEMY

PO BOX 7150
LEWISTON,ME04243 		N/A PC GENERAL SUPPORT 3,000

ROUND THE BEND FARM INC

92 ALLENS NCK RD
SOUTH DARTMOUTH,ME02748 		N/A PC ISLAND FOUNDATION CONVENING: GRATITUDE & STORY TELLING 9,800

RUFF RESIDENTS UNITED FOR FURRY FRIENDS

PO BOX 568
WARREN,RI02885 		N/A PC GENERAL SUPPORT 600

SAFE VOICES

PO BOX 713
AUBURN,ME04212 		N/A PC GENERAL SUPPORT 20,000

SAVE THE BAY INC

100 SAVE THE BAY DRIVE
PROVIDENCE,RI02905 		N/A PC STRATEGIC PRIORITIES TO PROTECT NARRAGANSETT BAY - FY 25 20,000

SAVE THE BAY INC

100 SAVE THE BAY DRIVE
PROVIDENCE,RI02905 		N/A PC GENERAL SUPPORT 1,500

SCHOOL ON WHEELS OF MASSACHUSETTS

100 LAUREL ST SUITE 121
EAST BRIDGEWATER,MA02333 		N/A PC GENERAL OPERATING 15,000

SCHOONER EMESTINA-MORRISSEY ASSOCIATION INC

MASSACHUSETTS 18
NEW BEDFORD,MA02740 		N/A PC SAILS OVER SEAS & ICE, THE LIFE & TIMES OF SEM 17,000

SCHOONER EMESTINA-MORRISSEY ASSOCIATION INC

MASSACHUSETTS 18
NEW BEDFORD,MA02740 		N/A PC SAILS OVER SEAS & ICE, THE LIFE & TIMES OF SEM 3,000

SHEILA C SKIP NOWELL LEADERSHIP ACADEMY

150 WASHINGTON ST
PROVIDENCE,RI02903 		N/A PC AUDACITY PROGRAM: COLLEGE AND CAREER READINESS PLANNING AT NOWELL ACADEMY 10,000

SIPPICAN HISTORICAL SOCIETY

PO BOX 541
MARION,MA02738 		N/A PC GENERAL SUPPORT 750

SOLAR VILLAGE PROJECT INC

4406 OLANDO LANE
BOWIE,MD20715 		N/A PC GENERAL SUPPORT 750

SOMALI BANTU COMMUNITY LEWISTON OF MAINE

222 PINE ST
LEWISTON,ME04240 		N/A PC WOMEN'S COMMUNITY ADVOCATE POSITION 13,000

SOUTH COAST LGBTQ NETWORK INC

PO BOX 8473
NEW BEDFORD,MA02740 		N/A PC GENERAL SUPPORT 15,000

SOUTH COASTAL COUNTIES LEGAL SERVICES INC

99 S MAIN ST
FALL RIVER,MA02722 		N/A PC EDUCATION ADVOCACY PROJECT 20,000

SOUTHCOAST COMMUNITY FOUNDATION

128 UNION STREET SUITE 403
NEW BEDFORD,MA02740 		N/A PC OLD BEDFORD VILLAGE- GENERAL SUPPORT 10,000

SOUTHCOAST COMMUNITY FOUNDATION

128 UNION STREET SUITE 403
NEW BEDFORD,MA02740 		N/A PC BUILDING EVALUATION CAPACITY AND DATA UTILIZATION 25,000

SOUTHCOAST COMMUNITY FOUNDATION

128 UNION STREET SUITE 403
NEW BEDFORD,MA02740 		N/A PC AHA! NEW BEDFORD 15,000

SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP (SEMAP)

PO BOX 80625
DARTMOUTH,MA02748 		N/A PC INCREASING FARMLAND ACCESS AND PRESERVATION IN SOUTHEASTERN MASSACHUSETTS 20,000

SOUTHSIDE COMMUNITY LAND TRUST

404 BROAD ST
PROVIDENCE,RI02907 		N/A PC INCREASING FOOD ACCESS IN RHODE ISLAND THROUGH FARMER SUPPORT 20,000

STRATEGIES FOR YOUTH

PO BOX 390174
CAMBRIDGE,MA02139 		N/A PC PRIORTIZING YOUTH IN ONGOING MASSACHUSETTS POLICE REFORM FOCUS ON NEW BEDFORD 10,000

STRIVETOGETHER INC

125 EAST 9TH ST 2ND FL
CINCINNATI,OH45202 		N/A PC GENERAL SUPPORT 850

STRONG TOWNS

1001 KINGWOOD STREET
BRAINERD,MN56401 		N/A PC GENERAL SUPPORT 750

SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS

133 EAST DE LA GUERRA 306
SANTA BARBARA,CA93101 		N/A PC GENERAL SUPPORT - STRATEGIC PLANNING 7,000

THE BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY10024 		N/A PC BRIGID ALLIANCE GENERAL SUPPORT 10,000

THE CENTER FOR GRIEVING CHILDREN

555 FOREST AVE
PORTLAND,ME04101 		N/A PC GENERAL SUPPORT 750

THE ECOLOGY SCHOOL

184 SIMPSON ROAD
SACO,ME04072 		N/A PC AGROECOLOGY FOR RESILIENT COMMUNITIES PROJECT 10,000

THE GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		N/A PC GENERAL SUPPORT 240

THE LANDING SCHOOL OF BOATBUILDING AND DESIGN

286 RIVER ROAD
ARUNDEL,ME04046 		N/A PC BERMUDA SCHOLARSHIP 40,000

THE LANDING SCHOOL OF BOATBUILDING AND DESIGN

286 RIVER ROAD
ARUNDEL,ME04046 		N/A PC GENERAL SUPPORT 3,000

THE PROVIDENCE ANIMAL RESCUE LEAGUE

34 ELBOW STREET
PROVIDENCE,RI02903 		N/A PC GENERAL SUPPORT 600

THE ROBERT POTTER LEAGUE FOR ANIMALS

87 OLIPHANT LANE
MIDDLETOWN,RI02842 		N/A PC GENERAL SUPPORT 600

THIRD SECTOR NEW ENGLAND

89 SOUTH STREET 7TH FLOOR
BOSTON,MA02111 		N/A PC GENERAL SUPPORT - CARROT PROJECT 20,000

THIRD SECTOR NEW ENGLAND

89 SOUTH STREET 7TH FLOOR
BOSTON,MA02111 		N/A PC GENERAL SUPPORT - MA FOOD SYSTEM COLLABORATIVE 10,000

TOMAQUAG MUSEUM

390 A SUMMIT RD
EXETER,RI02822 		N/A PC EMPOWERING TOMAQUAG MUSEUM 10,000

TOWN OF MARLBOROUGH

140 MAIN ST
MARLBOROUGH,MA01752 		N/A PC BELL TOWER PROJECT 3,000

TRI-COUNTY MUSIC ASSOCIATION

PO BOX 414
ROCHESTER,MA02770 		N/A PC GENERAL SUPPORT 750

TRI-COUNTY MUSIC ASSOCIATION

PO BOX 414
ROCHESTER,MA02770 		N/A PC GENERAL SUPPORT 3,000

TUFTS MEDICAL CENTER TRUST

800 WASHINGTON STREET BOX 231
BOSTON,MA02111 		N/A PC INKER FAMILY FUND - 2024 15,000

UNITED INTERFAITH ACTION OF SOUTHEASTERN MASSACHUSETTS

228 NORTH MAIN STREET
FALL RIVER,MA02720 		N/A PC GENERAL SUPPORT 20,000

UNITED WAY OF GREATER NEW BEDFORD

DEMELLO INTERNATIONAL CENTER
NEW BEDFORD,MA02740 		N/A PC HUNGER COMMISSION 10,000

UNITED WAY OF GREATER NEW BEDFORD

DEMELLO INTERNATIONAL CENTER
NEW BEDFORD,MA02740 		N/A PC CHANGEMAKER GRANTS 10,000

UNIVERSITY OF MASSACHUSETTS DARTMOUTH

285 OLD WESTPORT ROAD
DARTMOUTH,MA02747 		N/A PC UPWARD BOUND COLLEGE TOURS AND STUDENT LEADERSHIP 10,000

UPSTREAM

PO BOX 1352
DAMARISCOTTA,ME04543 		N/A PC ACCELERATE THE NEW REUSE ECONOMY 20,000

WAYPOINT ADVENTURE

453 CONCORD AVENUE
LEXINGTON,MA02421 		N/A PC WAYPOINT ADVENTURE'S OPEN ENROLLMENT PROGRAMMING 10,000

WHALE AND DOLPHIN CONSERVATION INC

7 NELSON STREET
PLYMOUTH,MA02360 		N/A PC SUPPORT FOR MAINE MAMMAL CONSERVATION PAID INTERNSHIP AND FELLOWSHIP PROGRAM 13,000

WILSON MUSEUM

PO BOX 196
CASTINE,ME04421 		N/A PC THE CALVIN PROJECT 5,000

WOODWELL CLIMATE RESEARCH CENTER

149 WOODS HOLE ROAD
FALMOUTH,MA02540 		N/A PC CLIMATE SCIENCE TO SUPPORT RESILIENT COMMUNITIES IN NEW BEDFORD 2024 10,000

WOPANAAK LANGUAGE AND CULTURAL WEETYOO INC

11 MARKET ST UNIT 2241
MASHPEE,MA02649 		N/A PC GENERAL SUPPORT: INCREASING WOPANAAK LANGUAGE FLUENCY & COMMUNITY CONNECTIONS 15,000

YALE UNIVERSITY

YALE UNIVERSITY OFFICE OF SPONSORED
PROJECTS
NEW HAVEN,CT06520 		N/A PC ENVIRONMENTAL FELLLOWS PROGRAM DEVELOPMENT AND SUPPORT 21,000

YMCA SOUTHCOAST INC

128 UNION STREET SUITE 304
NEW BEDFORD,MA02740 		N/A PC YMCA SOUTHCOAST HUNGER PREVENTION PROGRAMS 20,000

YMCA SOUTHCOAST INC

128 UNION STREET SUITE 304
NEW BEDFORD,MA02740 		N/A PC NEW BEDFORD YMCA CAPITAL RENOVATION PROJECT 50,000

YMCA SOUTHCOAST INC

128 UNION STREET SUITE 304
NEW BEDFORD,MA02740 		N/A PC SHARE THE HARVEST 750

YOUTH OPPORTUNITIES UNLIMITED INC

224 BROCK AVENUE
NEW BEDFORD,MA02744 		N/A PC GENERAL SUPPORT 25,000

YWCA OF SOUTHEASTERN MASSACHUSETTS

20 SOUTH SIXTH STREET
NEW BEDFORD,MA02740 		N/A PC YWCA RACIAL JUSTICE OUTREACH AND EDUCATION PROGRAM 15,000

YWCA OF SOUTHEASTERN MASSACHUSETTS

20 SOUTH SIXTH STREET
NEW BEDFORD,MA02740 		N/A PC SACRED BIRTHING VILLAGE SOUTHCOAST 15,000

YWCA OF SOUTHEASTERN MASSACHUSETTS

20 SOUTH SIXTH STREET
NEW BEDFORD,MA02740 		N/A PC WOMEN HEALTH & ADVOCACY PROJECT 20,000
Total .................................right arrow 3a 2,079,000
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 ........... 		    14 165,335  
4 Dividends and interest from securities ....     14 1,478,148  
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 ............ 		    14 1,199,559  
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 2,843,042 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,843,042
(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:
ISLAND FOUNDATION INC
EIN:
04-2670567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 32,920 16,460   16,460

TY 2024 InvestmentsCorpBondsSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Name of Bond End of Year Book Value End of Year Fair Market Value
SCHWAB BONDS 36,309,216 36,309,216

TY 2024 InvestmentsCorpStockSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHWAB MUTUAL FUNDS 20,070,464 20,070,464

TY 2024 InvestmentsGovtObligationsSch
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


1,201,173
State & Local Government Securities - End of Year Fair Market Value:


1,201,173


TY 2024 LandEtcSchedule2
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 44,850 0 44,850 44,850
BUILDING 150,150 134,822 15,328 15,328
BUILDING IMPROVEMENTS 122,606 53,647 68,959 68,959
EQUIPMENT 36,300 35,384 916 916
FURNITURE & FIXTURES 30,794 27,961 2,833 2,833


TY 2024 LegalFeesSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 6,431 3,216   3,216


TY 2024 OtherAssetsSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID FEDERAL INCOME TAXES 2,075 0 0


TY 2024 OtherDecreasesSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Description Amount
DEFERRED FEDERAL EXCISE TAX 132,969


TY 2024 OtherExpensesSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 10,859 1,085   9,774
INSURANCE 8,711 8,711   0
OFFICE EXPENSES 15,951 1,595   14,356
REPAIRS & MAINTENANCE 13,103 1,310   11,793


TY 2024 OtherIncreasesSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Description Amount
UNREALIZED GAIN (LOSS) 2,677,149


TY 2024 OtherLiabilitiesSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 69,625 164,194
FEDERAL EXCISE TAX PAYABLE 0 10,480
GRANTS PAYABLE, NET OF CURRENT PORTION 0 50,000


TY 2024 OtherProfessionalFeesSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL CONSULTING 40,000 40,000   0
PAYROLL SERVICE FEE 1,886 188   1,697


TY 2024 TaxesSchedule
Name:
ISLAND FOUNDATION INC
EIN:
04-2670567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FORM PC MA TAX 512 50   462