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 04-01-2024 , and ending 03-31-2025
Name of foundation
JUNE & JULIAN FOSS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1101 PARADISE PKWY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FIRCREST, WA98466
A Employer identification number

91-1798171
B Telephone number (see instructions)

(510) 912-6621
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$11,154,714J Accounting method:
MODIFIED ACCRUAL
(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 40 40  
4 Dividends and interest from securities... 216,050 216,050 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,003,217
b Gross sales price for all assets on line 6a 1,854,291
7 Capital gain net income (from Part IV, line 2)... 1,003,217
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 1,219,307 1,219,307 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,900 0 0 6,900
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,648 2,895 0 6,754
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
74,755 74,755 0 0
17 Interest............... 7 0 0 7
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,125 14,125 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 3,510 0 0 3,510
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
14,165 0 0 14,165
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,110 91,775 0 31,336
25 Contributions, gifts, grants paid....... 481,804 481,804
26 Total expenses and disbursements. Add lines 24 and 25 604,914 91,775 0 513,140
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 614,393
b Net investment income (if negative, enter -0-) 1,127,532
c Adjusted net income (if negative, enter -0-)... 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............. 23,121 950 950
2 Savings and temporary cash investments......... 796,715 705,762 705,762
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   3,000 3,000
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 3,811,000 Click to see attachment
List of Attached Documents:
// Content
4,543,759 		10,445,002
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,630,836 5,253,471 11,154,714
Liabilities 17 Accounts payable and accrued expenses.......... 50 5
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 50 5
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........... 4,630,786 5,253,466
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)..... 4,630,786 5,253,466
30 Total liabilities and net assets/fund balances (see instructions). 4,630,836 5,253,471
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
4,630,786
2
Enter amount from Part I, line 27a .....................
2
614,393
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,287
4
Add lines 1, 2, and 3 ..........................
4
5,253,466
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,253,466
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 PUBLICLY TRADED SECURITIES P 2021-04-01 2025-03-31
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 1,854,291 0 851,074 1,003,217
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 0 0 0 1,003,217
b
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 1,003,217
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 15,673
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 15,673
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 15,673
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,673
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,673
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 522
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 522
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 arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
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 arrowFOSS-FOUNDATION.ORG
14
The books are in care ofright arrowEASY OFFICE DBA JITASA Telephone no.right arrow (208) 287-4777

Located atright arrow1120 S RACKHAM WAYSUITE 300MERIDIANID ZIP+4right arrow83642
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)
Yes
 
(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 ........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
RONALD HARRYClick to see attachment
List of Attached Documents:
// Content
PRESIDENT
2.00 		1,400 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
TIM FOSSClick to see attachment
List of Attached Documents:
// Content
VICE PRESIDENT
2.00 		800 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
MARK STUHRClick to see attachment
List of Attached Documents:
// Content
TREASURER
2.00 		1,450 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
JAMES M FOSSClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
2.00 		1,250 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
ASPEN WELLERClick to see attachment
List of Attached Documents:
// Content
SECRETARY
2.00 		1,450 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
KRISTIN WELLERClick to see attachment
List of Attached Documents:
// Content
GRANT ADMINISTRATOR
2.00 		1,400 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
JERRY FOSSClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
2.00 		0 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
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
UBS FINANCIAL SERVICES INC INVESTMENT MANAGEMENT 74,755
760 SW 9TH AVENUE
STE 2450
PORTLAND,OR97205
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
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
10,895,855
b
Average of monthly cash balances.......................
1b
813,751
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,709,606
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,709,606
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
175,644
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,533,962
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
576,698
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
576,698
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,673
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
15,673
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
561,025
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
561,025
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
561,025
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
513,140
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
513,140
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 7 561,025
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 464,750
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 ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 513,140
a Applied to 2023, but not more than line 2a 464,750
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 48,390
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).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
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...... 		 
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 .......... 		512,635
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 ...... 		0
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 ...... 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).)
NONE
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.
NONE
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:
APPLICATIONS ACCEPTED ONLINE
1101 PARADISE PKWY
FIRCREST,WA98466
(510) 912-6621
administrator@foss-foundation.com
bThe form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS MUST BE SUBMITTED ONLINE THROUGH THE FOUNDATIONS WEBSITE. THIS APPLICATION IS A QUESTIONNAIRE WHICH INCLUDES A SERIES OF QUESTIONS REGARDING THE NON-PROFIT MAKING THE GRANT REQUEST SUCH ITS SIZE HISTORY BUDGET AND LIST OF BOARD MEMBERS. ADDITIONALLY THERE ARE QUESTIONS REGARDING THE SPECIFIC PROGRAM FOR WHICH THE GRANT IS BEING REQUESTED ITS BUDGET COMMUNITY SERVED AND STAFF INVOLVED.
cAny submission deadlines:
APPLICATIONS CAN BE SUBMITTED APRIL 1ST THROUGH MAY 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS THAT WORK WITH AND SUPPORT A BROAD DEFINITION OF AT RISK YOUTH WILL RECEIVE PRIORITY CONSIDERATION. THE APPLICANT MUST BE LOCATED OR PROVIDE SERVICES IN OR NEAR THE FOLLOWING CITIES: - TACOMA AND SEATTLE WASHINGTON - PORTLAND OREGAN - SAN FRANCISCO BERKELEY SAN MATEO AND CASTRO VALLEY CALIFORNIA - PHOENIX ARIZONA PHOENIX METRO AREA GILBERT CHANDLER TEMPE MESA QUEEN CREEK AND APACHE JUNCTION - MIAMI FLORIDA AS PART OF OUR MISSION IS TO PROMOTE AND LEARN ABOUT PHILANTHROPY WITHIN OUR FAMILY; WE REQUIRE THAT A SITE VISIT BE DONE TO SEE AND LEARN ABOUT THE PROGRAM FOR WHICH THE GRANT IS TO BE USED. REQUESTS FOR THE FOLLOWING ARE NOT CONSIDERED: - NEW CONSTRUCTION OR ENDOWMENTS - FUNDRAISING OR RECOGNITION EVENT - CAPITAL CAMPAIGN - NATIONAL ORGANIZATIONS - LOCAL AFFILIATES OF NATIONAL ORGANIZATIONS UNLESS THE PROGRAM WAS DEVELOPED AT THE LOCAL LEVEL AND IS SPECIFIC TO LOCAL NEEDS - INDIVIDUAL SCHOLARSHIPS - REQUESTS FROM INDIVIDUALS.
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

ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION

360 E CORONADO RD SUITE 190
PHOENIX,AZ85004 		No Relationship PC GENERAL SUPPORT 5,000

ARK INSTITUTE OF LEARNING

1916 S WASHINGTON ST
TACOMA,WA98405 		No Relationship PC SCHOLARSHIP PROGRAM FOR LOW-INCOME STUDENTS WITH LEARNING DISORDERS 5,100

ASSOCIATED MINISTRIES OF TACOMAPIERCE

901 S 13TH ST
TACOMA,WA98405 		No Relationship PC GENERAL SUPPORT 5,000

BAY AREA COMMUNITY COUNSELING

3053 FILLMORE ST
SUITE 142
SAN FRANCISCO,CA94123 		No Relationship PC GENERAL SUPPORT 5,000

BAY AREA WILDERNESS TRAINING

1100 57TH AVENUE
OAKLAND,CA94621 		No Relationship PC GENERAL SUPPORT 5,500

BOXES OF LOVE PROJECT INC

PO BOX 702
TROUTDALE,OR97060 		No Relationship PC GENERAL SUPPORT 12,500

BOYS & GIRLS CLUBS OF PORTLAND METROPOLITAN AREA

8203 SE 7TH AVENUE
SUITE 100
PORTLAND,OR97202 		No Relationship PC GENERAL SUPPORT 5,000

BOYS AND GIRLS CLUB PORTLAND

8203 SE 7TH AVENUE
SUITE 100
PORTLAND,OR97202 		No Relationship PC GENERAL SUPPORT 500

BRAS FOR GIRLS

2226 EASTLAKE AVE E
PMB 35
SEATTLE,WA98102 		No Relationship PC GENERAL SUPPORT 1,000

BREAKTHROUGH SUMMERBRIDGE AT SAN FRANCISCO UNIVERSITY HIGH SCHOOL

3065 JACKSON STREET
SAN FRANCISCO,CA94115 		No Relationship PC GENERAL SUPPORT 5,000

CANDLELIGHTERS FOR CHILDREN WITH CANCER

6600 SW 92ND AVE
PORTLAND,OR97223 		No Relationship PC LATINX PEER SUPPORT GROUP 7,500

CASA OF CONTRA COSTA COUNTY

2151 SALVIO STREET
SUITE 295
CONCORD,CA94520 		No Relationship PC GENERAL SUPPORT 5,500

CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON

100 23RD AVENUE SOUTH
SEATTLE,WA98144 		No Relationship PC GENERAL SUPPORT 3,750

CORVALLIS ENVIRONMENTAL CENTER

PO BOX 456
CORVALLIS,OR97339 		No Relationship PC GENERAL SUPPORT 2,500

CROSS WORLD

10000 N OAK TRAFFICWAY
KANSAS CITY,MO64155 		No Relationship PC ACCOMPLISH CHARITABLE PURPOSE 3,000

DEGREES OF CHANGE

PO BOX 1573
TACOMA,WA98401 		No Relationship PC SEED INTERNSHIPS 5,000

DUSTYS FISHING WELL

462 ELWOOD AVENUE
OAKLAND,CA94610 		No Relationship PC GENERAL SUPPORT 5,000

EMERGENCY FOOD NETWORK

3318 92ND ST
LAKEWOOD,WA98499 		No Relationship PC BREAK BAG PROGRAM 7,500

EVERY BODY ATHLETICS

10940 SW BARNES RD
PORTLAND,OR97225 		No Relationship PC GENERAL SUPPORT 4,000

FAIRMONT ELEMENTARY PTA

3800 SW FINDLAY
SEATTLE,WA98126 		No Relationship PC GENERAL SUPPORT 4,754

FAMILY PROMISE OF METRO EAST

4837 NE COUCH ST
PORTLAND,OR97213 		No Relationship PC GENERAL SUPPORT 4,000

FARESTART

700 VIRGINIA ST
SEATTLE,WA98106 		No Relationship PC ACCOMPLISH CHARITABLE PURPOSE 5,000

FRIENDS OF THE CHILDREN TACOMA

7302 S PARK AVE
TACOMA,WA98408 		No Relationship PC GENERAL SUPPORT 7,500

GABRIELS ANGELS

7878 N 16TH ST
SUITE 130 02
PHOENIX,AZ85014 		No Relationship PC GENERAL SUPPORT 7,500

GARY SINISE FOUNDATION

PO BOX 40726
SUITE 580
NASHVILLE,TN37204 		No Relationship PC GENERAL SUPPORT 700

GIRLS ON THE RUN BAY AREA

3543 18TH ST
SUITE 31
SAN FRANCISCO,CA94110 		No Relationship PC GENERAL SUPPORT 5,000

GOOD SAMARITAN FAMILY RESOURCE CENTER

1294 POTRERO AVE STE 1
SAN FRANCISCO,CA94110 		No Relationship PC GENERAL SUPPORT 5,000

GREATER TACOMA COMMUNITY FOUNDATION

950 PACIFIC AVE STE 1100
TACOMA,WA98402 		No Relationship PC GENERAL SUPPORT 1,350

GREENTRIKE

1501 PACIFIC AVE STE 202
TACOMA,WA98402 		No Relationship PC GENERAL SUPPORT 5,100

HENDERSON HOUSE

PO BOX 554
MCMINNVILLE,OR97128 		No Relationship PC GENERAL SUPPORT 1,000

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98417 		No Relationship PC GENERAL SUPPORT 5,100

HORSES HELP

PO BOX 71005
PHOENIX,AZ85050 		No Relationship PC GENERAL SUPPORT 7,500

HOUSE OF REFUGE

6935 WILLIAMS FIELD RD
MESA,AZ85212 		No Relationship PC ACCOMPLISH CHARITABLE PURPOSE 7,500

ISLANDWOOD

4450 BLAKEY AVE NE
BAINBRIDGE ISLAND,WA98110 		No Relationship PC ACCOMPLISH CHARITABLE PURPOSE 1,200

KAIROS WA

P O BOX 7104
BELLEVUE,WA98008 		No Relationship PC GENERAL SUPPORT 1,000

LIFE EXPANDING ADVENTURE PROGRAM

806 SW BROADWAY
PORTLAND,OR97205 		No Relationship PC SUMMER WILDERNESS PROGRAMS FOR AT-RISK YOUTH 6,000

LITTLE BIT THERAPEUTIC RIDING CENTER

18675 NE 106TH ST
REDMOND,WA98052 		No Relationship PC EQUINE-ASSISTED SERVICES FOR PEOPLE WITH DISABILITIES 7,500

METROPOLITAN DEVELOPMENT COUNCIL

721 FAWCETT AVE STE 204
TACOMA,WA98402 		No Relationship PC GENERAL SUPPORT 3,750

MOCKINGBIRD SOCIETY

2100 24TH AVE S STE 240
SEATTLE,WA98144 		No Relationship PC GENERAL SUPPORT 600

MOUNTAIN VIEW COMMUNITY CENTER

3607 122ND AVE E
STE A
EDGEWOOD,WA98372 		No Relationship PC GENERAL SUPPORT 5,000

MULTICULTURAL CHILD & FAMILY HOPE CENTER

2021 S 19TH ST
TACOMA,WA98405 		No Relationship PC STRENGTHENING FAMILIES AND SUPPORTING FUTURES FOR PIERCE COUNTY FAMILIES IN CRISIS 7,500

MUSEUM OF GLASS

1801 DOCK ST
TACOMA,WA98402 		No Relationship PC GENERAL SUPPORT 5,000

NETWORK TACOMA

PO BOX 112431
TACOMA,WA98411 		No Relationship PC GENERAL SUPPORT 5,500

NEW AVENUES FOR YOUTH

1220 SW COLUMBIA ST
PORTLAND,OR97201 		No Relationship PC GENERAL SUPPORT 5,000

NEW HORIZONS

26604 SE 230TH ST
MAPLE VALLEY,WA98038 		No Relationship PC GENERAL SUPPORT 3,500

NEW PHOEBE HOUSE

PO BOX 5245
TACOMA,WA98415 		No Relationship PC GENERAL SUPPORT 5,000

NEXT CHAPTER FOUNDATION

P O BOX 8395
TACOMA,WA98419 		No Relationship PC GENERAL SUPPORT 8,500

OLD SKOOL CAFE

1429 MENDELL ST
FRANCISCO,CA94124 		No Relationship PC GENERAL SUPPORT 5,500

PARROTT CREEK CHILD & FAMILY SERVICES

1001 MOLALLA AVE
209
OREGON CITY,OR97045 		No Relationship PC GENERAL SUPPORT 5,000

PIVOTAL CONNECTIONS

75 E SANTA CLARA ST 1450
SAN JOSE,CA95113 		No Relationship PC GENERAL SUPPORT 5,000

POINT DEFIANCE ZOOLOGICAL SOCIETY

5400 NORTH PEARL STREET
TACOMA,WA98407 		No Relationship PC GENERAL SUPPORT 5,000

POMEROY RECREATION AND REHABILITATION CENTER

207 SKYLINE BLVD
SAN FRANCISCO,CA94132 		No Relationship PC GENERAL SUPPORT 5,000

PROJECT AVARY

29 MARY STREET SUITE C
RAFAEL,CA94901 		No Relationship PC IMPROVING THE LIVES OF CHILDREN IMPACTED BY PARENTAL INCARCERATION 10,000

PROJECT LEMONADE INC

PO BOX 96144
PORTLAND,OR97296 		No Relationship PC GENERAL SUPPORT 5,000

SAVE THE FAMILY FOUNDATION OF ARIZONA

125 E UNIVERSITY DR
MESA,AZ85201 		No Relationship PC GENERAL SUPPORT 5,000

SOCIAL VENTURE PARTNERS PORTLAND

1355 NW EVERETT ST
PORTLAND,OR97209 		No Relationship PC EQUITABLE ACCESS TO EARLY LEARNING 7,500

SUMMIT COMMUNITY CENTER

4605 88TH AVE SE
MERCER ISLAND,WA98040 		No Relationship PC GENERAL SUPPORT 5,500

TACOMA AREA COALITION OF INDIVIDUALS WITH DISABILITIES TACID

6315 S 19TH ST
TACOMA,WA98466 		No Relationship PC GENERAL SUPPORT 4,250

TACOMA AREA YOUTH FOR CHRIST

1702 TACOMA AVE S STE B
TACOMA,WA98402 		No Relationship PC GENERAL SUPPORT 5,000

TACOMA COMMUNITY BOAT BUILDERS

1120 E D ST
TACOMA,WA98421 		No Relationship PC GENERAL SUPPORT 8,500

TEAMCHILD

715 TACOMA AVE S
TACOMA,WA98402 		No Relationship PC TEAMCHILD POLICY EXPANSION PROGRAM 7,500

THE BUFFALO SOLDIERS MUSEUM

1940 S WILKESON ST
TACOMA,WA98405 		No Relationship PC GENERAL SUPPORT 1,500

THE GOOD WORKS PROJECT DBA BRANCHING OUT

1820 E RAY RD SUITE A204
CHANDLER,AZ85225 		No Relationship PC GENERAL SUPPORT 5,000

THE GRAND TACOMA CINE CLUB

606 FAWCETT AVENUE
TACOMA,WA98402 		No Relationship PC GENERAL SUPPORT 5,000

THE MAYAS WINGS FOUNDATION

4804 NW BETHANY BLVD SUITE I 2
252
PORTLAND,OR97229 		No Relationship PC GENERAL SUPPORT 5,000

THE PLACE OF HORSES

4764 SW OLD FOREST WAY
PORT ORCHARD,WA98367 		No Relationship PC GENERAL SUPPORT 3,500

THE WISHING WELL FOUNDATION

12716 PACIFIC AVE S
2ND FLOOR
TACOMA,WA98444 		No Relationship PC GENERAL SUPPORT 5,000

TODOS JUNTOS

PO BOX 645
CANBY,OR97013 		No Relationship PC GENERAL SUPPORT 5,000

TRA MEDICAL IMAGING FOUNDATION

1304 S FAWCETT AVE STE 301
TACOMA,WA98402 		No Relationship PC GENERAL SUPPORT 5,000

TRILLIUM FAMILY SERVICES

3415 SE POWELL BLVD
PORTLAND,OR97202 		No Relationship PC GENERAL SUPPORT 5,000

UMOM NEW DAY CENTERS

3333 E VAN BUREN ST
PHOENIX,AZ85008 		No Relationship PC GENERAL SUPPORT 5,000

UNITED STATES TENNIS ASSOCIATION PACIFIC NORTHWEST SECTION

9746 SW NIMBUS AVE
BEAVERTON,OR97008 		No Relationship PC GENERAL SUPPORT 4,500

VOICES FOR CASA CHILDREN

4300 N MILLER RD
SUITE 116
SCOTTSDALE,AZ85251 		No Relationship PC GENERAL SUPPORT 3,000

WATERSIDE WORKSHOPS

84 BOLIVAR DR
BERKELEY,CA94710 		No Relationship PC GENERAL SUPPORT 5,000

WELLNESS READY

8435 E BASELINE RD
STE 109
MESA,AZ85209 		No Relationship PC GENERAL SUPPORT 5,000

YOUTH ENRICHMENT STRATEGIES DBA YES

3029 MACDONALD AVE
RICHMOND,CA94804 		No Relationship PC STRENGTHENING FAMILIES AND SUPPORT RICHMOND YOUTHS PATH TO SUCCESSFUL ADULTHOOD 7,500

ZIONS RIVER

4602 S 56TH ST
TACOMA,WA98409 		No Relationship PC ACCOMPLISH CHARITABLE PURPOSE 1,500

ANIMAL ASSISTED HAPPINESS

1030 E EL CAMINO REAL
NO 279
SUNNYVALE,CA94078 		No Relationship PC GENERAL SUPPORT 5,000

BAYVIEW HUNTERS PT CTR FOR ARTS & TECH

2415 THIRD STREET
SUITE 230
SAN FRANCISCO,CA94107 		No Relationship PC GENERAL SUPPORT 7,500

CASA FOR CHILDREN

1224 CHAPLINE STREET
WHEELING,WV26003 		No Relationship PC GENERAL SUPPORT 10,500

CASA FAMILIA

1550 S DOUGLAS ROAD
SUITE 280
CORAL GABLES,FL33134 		No Relationship PC GENERAL SUPPORT 5,000

FRIENDSHIP CIRCLE OF MIAMI BEACH AND NORTH DADE

PO BOX 402113
MIAMI BEACH,FL33140 		No Relationship PC GENERAL SUPPORT 5,000

HOLY FAMILY DAY HOME

299 DOLORES ST
SAN FRANCISCO,CA94103 		No Relationship PC GENERAL SUPPORT 5,000

HUMANE SOCIETY FOR TACOMA & PIERCE COUNTY

2608 CENTER ST
TACOMA,WA98409 		No Relationship PC GENERAL SUPPORT 700

LIGHTS CAMERA DISCOVER

325 E SOUTHERN AVE STE 115
PHOENIX,AZ85040 		No Relationship PC GENERAL SUPPORT 5,000

MT HOOD KIWANIS CAMP

10725 SW BARBUR BLVD STE 50
PORTLAND,OR97219 		No Relationship PC GENERAL SUPPORT 12,500

NORTHWEST FURNITURE BANK

117 PUYALLUP AVE
TACOMA,WA98421 		No Relationship PC GENERAL SUPPORT 5,000

PEARL FOUNDATION OF PUGET SOUND

1420 MARVIN RD NE
LACEY,WA98516 		No Relationship PC GENERAL SUPPORT 5,000

PIERCE CENTER FOR ARTS & TECHNOLOGY DBA ARIVVA

PO BOX 44046
TACOMA,WA98444 		No Relationship PC GENERAL SUPPORT 5,000

POWER PAWS ASSISTANCE DOGS

5025 E WASHINGTON ST
PHOENIX,AZ85034 		No Relationship PC GENERAL SUPPORT 5,000

REAL OPTIONS FOR CITY KIDS

73 LELAND AVE
SAN FRANCISCO,CA94134 		No Relationship PC GENERAL SUPPORT 5,000

REFUGEE CHOIR PROJECT

1753 S 41ST ST
TACOMA,WA98418 		No Relationship PC GENERAL SUPPORT 3,750

SAFE STREETS CAMPAIGN

622 TACOMA AVE S
FLOOR 1
TACOMA,WA98402 		No Relationship PC GENERAL SUPPORT 5,000

STMARKS LUTHERAN CHURCH

6730 N 17TH ST
TACOMA,WA98406 		No Relationship PC GENERAL SUPPORT 1,200

WINGS LEARNING CENTER

2500 COTTONWOOD DRIVE
SAN BRUNO,CA94066 		No Relationship PC GENERAL SUPPORT 5,000

YOGA 4 CHANGE

PO BOX 330117
ATLANTIC BEACH,FL32233 		No Relationship PC GENERAL SUPPORT 5,000
Total .................................right arrow 3a 481,804
bApproved for future payment
Total ................................. right arrow 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.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0 14 40 0
4 Dividends and interest from securities ....   0 14 216,050 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0 18 1,003,217 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,219,307 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,219,307
(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: 24020569
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,648 2,895 0 6,754

TY 2024 InvestmentsCorpStockSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
24020569
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CL A 75,300 403,456
AMAZON.COM INC 13,208 428,085
AMERICAN WATER WORKS CO INC 78,497 142,504
ASGN INC 0 0
ASTRAZE NECA PLC SPON ADR 81,754 266,070
APPLE INC 29,058 429,377
BLACKROCK INC 107,475 236,620
BNP PARIBAS SA ADR 192,907 302,635
COCA COLA CO COM 88,858 232,765
COSTCO WHOLESALE CORP 35,961 425,601
FREEPO RT-MC MO RAN INC 198,817 208,230
LAM RESEARC H CORP 64,327 290,800
MERCK & CO INC NEW COM 107,650 216,860
MICRON TECHNOLOGY INC 35,878 293,862
MICROSOFT CORP 46,443 399,040
MONDELEZ INTL INC 133,296 169,625
NIKE INC CL B 48,789 184,029
NIVIDIA CORP 165,616 433,520
ON HLDG AGCL ACH F 207,758 395,280
PALO ALTO NETW ORKS INC 33,970 377,797
PIONEER NAT RES CO 0 0
SCHLUMBERGER LTD NETHERLANDS ANTILLES 123,746 125,400
SHELL PLC SPON ADR 166,901 236,401
THERMO FISHER SCIENTIFIC INC 0 0
TRANE TECNOLOGIES PLC 39,658 336,920
UNION PACIFIC CORP 96,684 236,240
UNITD RENTALS INC 43,256 344,685
VISA INC CL A 164,873 338,544
JOHNSON & JOHNSON COM 65,540 200,335
CHEVRON CORP 131,626 323,372
PFIZER INC 285,904 253,400
EXXON MOBIL 220,366 400,437
LILLY ELI & CO 310,245 330,364
PAYPAL HOLDINGS INC 0 0
UBER TECHNOLOGIES 104,179 102,004
VISTRA CORP 127,015 117,440
ISHARES IBONDS DEC 2027 165,798 168,150
ISHARES IBONDS DEC 2025 232,393 233,700
ISHARES IBONDS DEC 2026 227,004 229,400
ISHARES IBONDS DEC 2028 166,628 166,875
LITHIA MOTORS INC CL A 70,095 293,540
WALT DISNEY CO HOLDING CO 56,286 171,639

TY 2024 OtherExpensesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
24020569
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 13,044 0 0 13,044
OFFICE & MISCELANEOUS 1,121 0 0 1,121


TY 2024 OtherIncreasesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
24020569
Software Version:
V2.0
Description Amount
ADJUSTMENT FOR INVESTMENT FAIR MARKET VALUE. 8,287


TY 2024 OtherProfessionalFeesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 74,755 74,755 0 0


TY 2024 TaxesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES PAID 14,125 14,125 0 0