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
The Prentice Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

06-1386173
B Telephone number (see instructions)

(800) 839-1754
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$36,449,528
J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 45,339 45,339  
4 Dividends and interest from securities... 218,511 218,511  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,533,039
b Gross sales price for all assets on line 6a 9,716,886
7 Capital gain net income (from Part IV, line 2)... 3,535,101
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)....... 55,725 55,110  
12 Total. Add lines 1 through 11........ 3,852,614 3,854,061  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 63,918     63,918
15 Pension plans, employee benefits....... 10,609     10,609
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 16,513 0 0 16,513
c Other professional fees (attach schedule).... 141,910 141,910    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 32,524 10,324    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,404     2,404
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 208,938 139,732   65,733
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 476,816 291,966 0 159,177
25 Contributions, gifts, grants paid....... 2,730,633 2,730,633
26 Total expenses and disbursements. Add lines 24 and 25 3,207,449 291,966 0 2,889,810
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 645,165
b Net investment income (if negative, enter -0-) 3,562,095
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.............      
2 Savings and temporary cash investments......... 1,512,156 968,078 968,078
3 Accounts receivable right arrow860,730
Less: allowance for doubtful accounts right arrow     860,730 860,730
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,727,354 Click to see attachment
List of Attached Documents:
// Content
12,573,875
18,811,673
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,767,693 Click to see attachment
List of Attached Documents:
// Content
11,249,685
15,809,047
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,007,203 25,652,368 36,449,528
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 25,007,203 25,652,368
29 Total net assets or fund balances (see instructions)..... 25,007,203 25,652,368
30 Total liabilities and net assets/fund balances (see instructions). 25,007,203 25,652,368
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
25,007,203
2
Enter amount from Part I, line 27a .....................
2
645,165
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
25,652,368
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
25,652,368
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      
b Passthrough K1 Capital Gain/(Loss)      
c ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD P 2024-01-02 2024-01-26
d ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD P 2024-01-02 2024-06-01
e ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD P 2024-01-02 2024-08-15
ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD P 2024-01-02 2024-12-04
GEN IM CLIM-CAP DIST IN EXCESS OF BASIS P    
(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 6,266,102   4,856,690 1,409,412
b       726,981
c 500,000   367,849 132,151
d 697,955   495,818 202,137
e 1,084,456   768,216 316,240
556,070   420,193 135,877
612,303     612,303
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       1,409,412
b        
c       132,151
d       202,137
e       316,240
      135,877
      612,303
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 3,535,101
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 49,513
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 49,513
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 49,513
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 33,774
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,200
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,974
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 9,539
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowCO, CT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Jerry Babicka Dir, Treas
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Lynn P Babicka Dir, VP
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
James Bohart Jr Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Barbara Hapgood Dir, Sec
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John Powers Dir, Pres
3.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Lauren Zuskin Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
JANNA SIX Executive Director
22.0
63,918 5,720  
1270 Hoyt Street
Lakewood,CO80215
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
RBC Wealth Management Investment Mgmt 141,910
345 California St 29th Fl
SAN FRANCISCO,CA94104
Foundation Source Administrative 58,413
55 Walls Drive 3rd Fl
Fairfield,CT06824
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
18,019,605
b
Average of monthly cash balances.......................
1b
1,263,322
c
Fair market value of all other assets (see instructions)................
1c
18,444,696
d
Total (add lines 1a, b, and c).........................
1d
37,727,623
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
37,727,623
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
565,914
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,161,709
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,858,085
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
1,858,085
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
49,513
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
49,513
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,808,572
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,808,572
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,808,572
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
2,889,810
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) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,889,810
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 1,808,572
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 297,569
b From 2020...... 378,641
c From 2021...... 1,076,945
d From 2022...... 1,574,895
e From 2023...... 1,062,049
f Total of lines 3a through e ........ 4,390,099
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,889,810
a Applied to 2023, but not more than line 2a  
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..... 1,808,572
e Remaining amount distributed out of corpus 1,081,238
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 5,471,337
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
297,569
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
5,173,768
10 Analysis of line 9:
a Excess from 2020.... 378,641
b Excess from 2021.... 1,076,945
c Excess from 2022.... 1,574,895
d Excess from 2023.... 1,062,049
e Excess from 2024.... 1,081,238
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ABORTION COALITION FOR TELEMEDICINE INC

224 W 35TH ST STE 500 NO 445
NEW YORK,NY10001
N/A PC General & Unrestricted 15,000

ACTION FOR THE CLIMATE EMERGENCY INC

529 MAIN ST STE 200
CHARLESTOWN,MA02129
N/A PC North Carolina Program 20,000

ACTION FOR THE CLIMATE EMERGENCY INC

529 MAIN ST STE 200
CHARLESTOWN,MA02129
N/A PC College Campus 2024 fund 20,000

ACTION FOR THE CLIMATE EMERGENCY INC

529 MAIN ST STE 200
CHARLESTOWN,MA02129
N/A PC for civic engagement field work in Montana 5,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI

4343 W FLAGLER ST STE 400
CORAL GABLES,FL33134
N/A PC General & Unrestricted 5,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI

4343 W FLAGLER ST STE 400
CORAL GABLES,FL33134
N/A PC democracy program 10,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI

4343 W FLAGLER ST STE 400
CORAL GABLES,FL33134
N/A PC To protect reproductive freedom in Florida 17,500

AMERICAN HUMANE ASSOCIATION

1400 16TH NW ST STE 360
WASHINGTON,DC20036
N/A PC General & Unrestricted 5,620

AMERICAN INDEPENDENT FOUNDATION

800 MAINE AVE SW
WASHINGTON,DC20024
N/A PC General & Unrestricted 20,000

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128
N/A PC General & Unrestricted 2,327

ANIMAL LEGAL DEFENSE FUND

525 E COTATI AVE
COTATI,CA94931
N/A PC General & Unrestricted 3,429

ANIMAL WELFARE INSTITUTE

900 PENNSYLVANIA AVE SE
WASHINGTON,DC20003
N/A PC General & Unrestricted 2,885

AS YOU SOW

11461 SAN PABLO AVE STE 400
EL CERRITO,CA94530
N/A PC General & Unrestricted 54,245

ASIAN AMERICANS ADVANCING JUSTICE ATLANTA INC

5680 OAKBROOK PKWY STE 148
NORCROSS,GA30093
N/A PC General & Unrestricted 10,000

ASPEN CENTER FOR ENVIRONMENTAL STUDIES

100 PUPPY SMITH ST
ASPEN,CO81611
N/A PC General & Unrestricted 5,000

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS COURT STE 515
BASALT,CO81621
N/A PC for the Third Generation Donor Advised Fund 150,000

ASPEN VALLEY LAND TRUST

320 MAIN ST STE 204
CARBONDALE,CO81623
N/A PC General & Unrestricted 5,000

AUSTIN THEATRE ALLIANCE

713 CONGRESS AVE
AUSTIN,TX78701
N/A PC General & Unrestricted 25,000

BERKSHIRE HUMANE SOCIETY INC

214 BARKER RD
PITTSFIELD,MA01201
N/A PC General & Unrestricted 5,620

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741
N/A PC General & Unrestricted 8,913

BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI

550 NW 42ND AVE
MIAMI,FL33126
N/A PC General & Unrestricted 24,000

BLACK HISTORY PROJECT

2500 LEE RD
WINTER PARK,FL32789
N/A PC General & Unrestricted 5,000

BLACK MALE VOTER PROJECT EF INC

384 NORTHYARDS BLVD NW STE 190
ATLANTA,GA30313
N/A PC General & Unrestricted 5,000

BLUE MOUNTAIN CLINIC INC

610 N CALIFORNIA ST
MISSOULA,MT59802
N/A PC Abortion fund 15,000

BOULDER ABORTION FUND

PO BOX 4626
BOULDER,CO80306
N/A PC General & Unrestricted 15,000

CAMP HAVEN INC

3256 US HWY 1
VERO BEACH,FL32960
N/A PC General & Unrestricted 5,000

CAROLINA ABORTION FUND

PO BOX 51534
DURHAM,NC27717
N/A PC General & Unrestricted 5,000

CATHOLICS FOR CHOICE

228 PARK AVE S
NEW YORK,NY10003
N/A PC for Reproductive Rights in Florida 20,000

CATHOLICS FOR CHOICE

228 PARK AVE S
NEW YORK,NY10003
N/A PC General & Unrestricted 10,000

CEDARS ACADEMY

8416 N IH35
AUSTIN,TX78753
N/A PC General & Unrestricted 10,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST 22ND FLOOR
NEW YORK,NY10038
N/A PC General & Unrestricted 7,500

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST 22ND FLOOR
NEW YORK,NY10038
N/A PC To protect the right to full reproductive care in the U.S. 10,000

CHAPEL HILL CARRBORO PUBLIC SCHOOL FOUNDATION

PO BOX 877
CARRBORO,NC27510
N/A PC Empowerment Scholarship Fund 5,000

CHAPMAN PARTNERSHIP INC

1550 N MIAMI AVE
MIAMI,FL33136
N/A PC General & Unrestricted 5,620

CI FOUNDATION INC

7150 SW 139TH ST
PALMETTO BAY,FL33158
N/A PC General & Unrestricted 3,750

CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT

1331 F ST NW STE 900
WASHINGTON,DC20004
N/A PC General & Unrestricted 10,000

CLIMATE DEMOCRACY INITIATIVE

1536 WYNKOOP ST STE 427
DENVER,CO80202
N/A PC General & Unrestricted 45,000

CLINIC FOR THE REHABILITATION OF WILDLIFE INC

PO BOX 150
SANIBEL,FL33957
N/A PC General & Unrestricted 2,327

COASTAL CONNECTIONS INC

3321 BRIDGE PLZ DR
VERO BEACH,FL32963
N/A PC General & Unrestricted 1,000

COASTAL CONNECTIONS INC

3321 BRIDGE PLZ DR
VERO BEACH,FL32963
N/A PC For work on reducing plastic in Florida's environment 1,000

COBALT FOUNDATION

2755 S LOCUST ST STE 104
DENVER,CO80222
N/A PC General & Unrestricted 5,000

COLORADO ROCKY MOUNTAIN SCHOOL

500 HOLDEN WAY
CARBONDALE,CO81623
N/A PC General & Unrestricted 1,238

COMMON CAUSE EDUCATION FUND

805 15TH ST NW STE 800
WASHINGTON,DC20005
N/A PC General & Unrestricted 10,663

COMMON CAUSE EDUCATION FUND

805 15TH ST NW STE 800
WASHINGTON,DC20005
N/A PC for work in Florida fund 5,000

COMMON CAUSE EDUCATION FUND

907 GLENWOOD AVE
RALEIGH,NC27605
N/A PC General & Unrestricted 5,000

CONSERVATION LAW FOUNDATION INC

62 SUMMER ST
BOSTON,MA02110
N/A PC General & Unrestricted 5,000

CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY

PO BOX 29361
SAN FRANCISCO,CA94129
N/A PC Climate and Energy Funders Group Program 2,000

CRADLES TO CRAYONS INC

281 NEWTONVILLE AVE
NEWTON,MA02460
N/A PC General & Unrestricted 8,369

DEFENDERS OF WILDLIFE

1130 17TH ST NW
WASHINGTON,DC20036
N/A PC General & Unrestricted 2,000

EARTHJUSTICE

PO BOX 194330
SAN FRANCISCO,CA94119
N/A PC General & Unrestricted 10,000

ECO-INSTITUTE AT PICKARDS MOUNTAIN INC

8519 PICKARDS MEADOW RD
CHAPEL HILL,NC27516
N/A PC General & Unrestricted 5,000

ECOAMERICA

1730 RHODE ISLAND AVE NW
WASHINGTON,DC20036
N/A PC General & Unrestricted 10,000

EDUCATIONAL PROGRAMS FOR THE INTERNATIONAL COMMUNI

PO BOX 163701
AUSTIN,TX78716
N/A PC General & Unrestricted 15,000

EMERGENCY MEDICAL ASSISTANCE INC

PO BOX 33552
PALM BCH GDNS,FL33420
N/A PC Abortion fund 15,000

ENGAGE FLORIDA CIVIC FUND INC

863 NE 79TH ST
MIAMI,FL33138
N/A PC General & Unrestricted 5,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

PO BOX 98051
WASHINGTON,DC20090
N/A PC EARTH DAY fund 5,000

ENVIRONMENTAL GRANTMAKERS ASSOCIATION

475 RIVERSIDE DR STE 960
NEW YORK,NY10115
N/A PC General & Unrestricted 2,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104
N/A PC General & Unrestricted 8,385

EX STUDENTS' ASSOCIATION OF THE UNIVERSITY OF TEXA

PO BOX 7278
AUSTIN,TX78713
N/A PC for general operations for the UT: Forty Acres Society 12,000

FAITH IN FLORIDA INC

406 E AMELIA ST
ORLANDO,FL32803
N/A PC General & Unrestricted 5,000

FEEDING SOUTH FLORIDA INC

2501 SW 32ND TERRRACE
PEMBROKE PARK,FL33023
N/A PC General & Unrestricted 5,620

FEMINIST MAJORITY FOUNDATION

1600 WILSON BLVD
ARLINGTON,VA22209
N/A PC for work to make abortion a health care right fund 5,000

FEMINIST WOMENS HEALTH CENTER INC

1924 CLIFF VALLEY WAY NE
ATLANTA,GA30329
N/A PC General & Unrestricted 10,000

FLATHEAD SPAY & NEUTER TASK FORCE INC

PO BOX 2095
WHITEFISH,MT59937
N/A PC General & Unrestricted 3,130

FLATWATER FOUNDATION

3575 FAR W BLVD 29810
AUSTIN,TX78731
N/A PC General & Unrestricted 1,500

FLORIDA ACCESS NETWORK

PO BOX 536522
ORLANDO,FL32853
N/A PC General & Unrestricted 15,000

FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT INC

25550 SW 152ND AVE
HOMESTEAD,FL33032
N/A PC General & Unrestricted 10,000

FLORIDA IMMIGRANT COALITION INC

561 NE 79TH ST STE 400
MIAMI,FL33138
N/A PC General & Unrestricted 5,000

FREE SPEECH FOR PEOPLE INC

505 W 38TH ST UNIT A4
AUSTIN,TX78705
N/A PC General & Unrestricted 25,000

FRIENDS OF ANIMALS INC

777 POST RD STE 205
DARIEN,CT06820
N/A PC General & Unrestricted 5,620

FRIENDS OF THE CHILDREN - AUSTIN

1023 SPRINGDALE RD STE 13C
AUSTIN,TX78721
N/A PC General & Unrestricted 20,000

FRIENDS OF THE CHILDREN - NATIONAL OFFICE

PO BOX 3692
SEATTLE,WA98124
N/A PC to support the Miami Chapter fund 30,000

FRIENDS OF THE EARTH

PO BOX 7010
MERRIFIELD,VA22116
N/A PC General & Unrestricted 10,000

GEORGIA CONSERVATION VOTERS EDUCATION FUND INC

830 GLENWOOD AVE SE STE 510 PMB 348
ATLANTA,GA30316
N/A PC General & Unrestricted 5,000

GLEN HIGHLAND FARM INC

6699 FOX CENTRE PKWY STE 434
GLOUCESTER,VA23061
N/A PC General & Unrestricted 1,089

GLOBAL EMPOWERMENT MISSION INC

1850 NW 84TH STE 100
DORAL,FL33126
N/A PC General & Unrestricted 5,000

GREATER GOOD CHARITIES

301 UNION ST UNIT 21308
SEATTLE,WA98111
N/A PC FOR RELIEF FROM HURRICANE HELENE AND MILTON IN Florida 2,500

GREEN CHIMNEYS CHILDRENS SERVICES INC

400 DOANSBURG RD BOX 719
BREWSTER,NY10509
N/A PC General & Unrestricted 5,620

GREENFAITH

1216 BROADWAY FL 2 RM 1005
NEW YORK,NY10001
N/A PC General & Unrestricted 10,000

GREENFAITH

1216 BROADWAY FL 2 RM 1005
NEW YORK,NY10001
N/A PC Climate Democracy P.R. Campaign 10,000

GUTTMACHER INSTITUTE INC

1301 CONNECTICUT AVE NW STE 700
WASHINGTON,DC20036
N/A PC Charitable Event 5,000

HARRIETT TUBMAN FREEDOM FIGHTERS

5103 LEXON AVE STE 22
JACKSONVILLE,FL32205
N/A PC General & Unrestricted 5,000

HEART OF THE VALLEY HUMANE SOCIETY INC

PO BOX 11390
BOZEMAN,MT59719
N/A PC General & Unrestricted 5,620

HOLLIDAYS HELPING HANDS FOUNDATION

17420 S AVALON BLVD
CARSON,CA90746
N/A PC General & Unrestricted 2,790

HOPEWELL FUND

PO BOX 38068
BALTIMORE,DC21297
N/A PC for the Galvanize USA/Focus for Democracy fund 5,000

HOPEWELL FUND

PO BOX 38068
BALTIMORE,DC21297
N/A PC for Resources for Abortion Delivery 5,000

HUMANE FARMING ASSOCIATION

PO BOX 3577
SAN RAFAEL,CA94912
N/A PC General & Unrestricted 5,620

INDIAN RIVER HOSPITAL FOUNDATION INC

PO BOX 128
VERO BEACH,FL32961
N/A SO I General & Unrestricted 10,000

INSTITUTO LAB LLC

221 E INDIANOLA AVE
PHOENIX,AZ85012
N/A PC General & Unrestricted 25,000

INTERNATIONAL DOCUMENTARY ASSOCIATION

3600 WILSHIRE BLVD STE 1810
LOS ANGELES,CA90010
N/A PC The Collectors film fund 30,000

INTERNATIONAL DOCUMENTARY ASSOCIATION

3600 WILSHIRE BLVD STE 1810
LOS ANGELES,CA90010
N/A PC The Collectors film fund 80,000

INTERNATIONAL DOCUMENTARY ASSOCIATION

3600 WILSHIRE BLVD STE 1810
LOS ANGELES,CA90010
N/A PC "The Collectors" film fund 10,000

IRIE FOUNDATION INC

550 NW 42ND AVE
MIAMI,FL33126
N/A PC General & Unrestricted 30,000

ITS 4 THE KIDS

4300 BISCAYNE BLVD STE 305
MIAMI,FL33137
N/A PC General & Unrestricted 5,000

JANES DUE PROCESS INC

1401 LAVACA ST PMB 41363
AUSTIN,TX78701
N/A PC General & Unrestricted 22,500

JOHNS ISLAND COMMUNITY SERVICE LEAGUE

4445 N HWY A1A SUITE 234
VERO BEACH,FL32963
N/A PC General & Unrestricted 4,000

JOURNALISM FUNDING PARTNERS

1731 HOWE AVE 242
SACRAMENTO,CA95825
N/A PC Wilmington Star News Climate Beat fund 10,000

LEAF GLOBAL ARTS

19 EAGLE ST STE 120
ASHEVILLE,NC28801
N/A PC General & Unrestricted 5,000

LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

740 15TH ST NW 7TH FL
WASHINGTON,DC20005
N/A PC for Chispa AZ fund 10,000

LEAGUE OF WOMEN VOTERS LOWER CAPE FEAR

PO BOX 4503
WILMINGTON,NC28406
N/A PC General & Unrestricted 5,000

LEAGUE OF WOMEN VOTERS OF CHARLOTTE MECKLENBURG

1900 QUEENS RD STE A
CHARLOTTE,NC28207
N/A PC General & Unrestricted 5,000

LEAGUE OF WOMEN VOTERS OF COASTAL GEORGIA

14 STEEPLE RUN WAY
SAVANNAH,GA31405
N/A PC General & Unrestricted 5,000

LEAGUE OF WOMEN VOTERS OF FLORIDA EDUCATION FUND I

1001 N ORANGE AVE
ORLANDO,FL32801
N/A PC General & Unrestricted 5,000

LEAGUE OF WOMEN VOTERS OF GEORGIA

PO BOX 4983
MACON,GA31208
N/A PC General & Unrestricted 20,000

LILITH FUND

PO BOX 684949
AUSTIN,TX78768
N/A PC General & Unrestricted 21,500

MANCHESTER MUSIC FESTIVAL INC

42 DILLINGHAM AVE PO BOX 33
MANCHESTER,VT05254
N/A PC General & Unrestricted 2,500

MARGARET BYRD RAWSON INSTITUTE INC

122 E PATRICK ST 106
FREDERICK,MD21701
N/A PC General & Unrestricted 130,000

MCCOMBS SCHOOL OF BUSINESS FOUNDATION

2110 SPEEDWAY MAIL STOP B6006
AUSTIN,TX78712
N/A SO I McCombs Endowed Excellence Fund 12,500

MCKEE BOTANICAL GARDEN INC

350 US HWY 1
VERO BEACH,FL32962
N/A PC General & Unrestricted 1,000

MEMPHIS CENTER FOR REPRODUCTIVE

1203 POPLAR AVE
MEMPHIS,TN38104
N/A PC General & Unrestricted 15,000

MI FAMILIA VOTA EDUCATION FUND

3030 N CENTRAL AVE 9TH FL STE 900
PHOENIX,AZ85012
N/A PC Florida Program 5,000

MIAMI ART MUSEUM OF DADE COUNTY ASSOCIATION INC

1103 BISCAYNE BLVD
MIAMI,FL33132
N/A PC General & Unrestricted 20,000

MIAMI DADE COLLEGE FOUNDATION INC

300 NE 2ND AVE
MIAMI,FL33132
N/A PC General & Unrestricted 5,000

MICHIGAN VOICES

2727 2ND AVE STE 109
DETROIT,MI48201
N/A PC General & Unrestricted 10,000

MIDWEST ACCESS COALITION

4631 N LINCOLN AVE
CHICAGO,IL60625
N/A PC FUND LATER CARE program 7,029

MIDWEST ACCESS COALITION

4631 N LINCOLN AVE
CHICAGO,IL60625
N/A PC Fund Later Care 29,000

MOHAWK AND HUDSON RIVER HUMANE SOCIETY

3 OAKLAND AVE
MENANDS,NY12204
N/A PC General & Unrestricted 4,532

MONTANA FOOD BANK NETWORK INC

5625 EXPY
MISSOULA,MT59808
N/A PC General & Unrestricted 5,620

MOVE TEXAS CIVIC FUND

14439 NW MILITARY HWY 108-415
SAN ANTONIO,TX78231
N/A PC MOVE Texas Civic Fund 10,000

MSI US

PO BOX 35528
WASHINGTON,DC20033
N/A SO I Mexico Program 33,555

N C A PHILIP RANDOLPH INSTITUTE INC

PO BOX 10428
RALEIGH,NC27605
N/A PC civic engagement fund 10,000

NATIONAL ABORTION FEDERATION

1090 VERMONT AVE NW STE 1000
WASHINGTON,DC20005
N/A PC General & Unrestricted 10,000

NATIONAL NETWORK OF ABORTION FUNDS

3014 DAUPHIONE ST STE A PMB 36529
NEW ORLEANS,LA70117
N/A PC Louisiana Abortion Fund 15,000

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279
N/A PC General & Unrestricted 555

NATIONAL WOMENS HEALTH NETWORK INC

1413 K ST NW 4TH FL
WASHINGTON,DC20005
N/A PC Charlie, the abortion chatbot fund 5,000

NATIONAL WOMENS HEALTH NETWORK INC

1413 K ST NW 4TH FL
WASHINGTON,DC20005
N/A PC PLAN C INITIATIVE 40,000

NATIONAL WOMENS LAW CENTER

1350 I ST NW STE 700
WASHINGTON,DC20005
N/A PC To extend abortion access 15,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011
N/A PC Earth Day fund for work on sustainable energy 5,000

NEADS INC

PO BOX 1100
PRINCETON,MA01541
N/A PC General & Unrestricted 2,327

NEO PHILANTHROPY INC

1001 AVE OF THE AMERICAS 12TH FL
NEW YORK,NY10018
N/A PC for Patient Forward, a fiscally sponsored project of NEO Philanthropy 10,000

NEO PHILANTHROPY INC

1001 AVE OF THE AMERICAS 12TH FL
NEW YORK,NY10018
N/A PC North Carolina Local News Lab Fund 10,000

NEO PHILANTHROPY INC

1001 AVE OF THE AMERICAS 12TH FL
NEW YORK,NY10018
N/A PC State Infrastructure Fund 10,000

NEW ERA COLORADO FOUNDATION

PO BOX 181153
DENVER,CO80218
N/A PC General & Unrestricted 25,000

NORTH BEACH ELEMENTARY SCHOOL

4100 PRAIRIE AVE
MIAMI BEACH,FL33140
N/A GOV General & Unrestricted 10,000

NORTH CAROLINA ASIAN AMERICANS TOGETHER

711 HILLSBOROUGH ST STE 102
RALEIGH,NC27603
N/A PC General & Unrestricted 3,555

NORTH DAKOTA WOMEN IN NEED

512 1ST AVE N
FARGO,ND58102
N/A PC for abortion services and long term reversible contraception 6,000

NORTH SHORE ANIMAL LEAGUE AMERICA INC

16 LEWYT ST
PORT WASHINGTON,NY11050
N/A PC General & Unrestricted 5,620

NOVA SOUTHEASTERN UNIVERSITY INC

3300 S UNIVERSITY DR
FT LAUDERDALE,FL33328
N/A PC Museum on the Move program supported by Beaux Arts Fort Lauderdale 5,000

OCEAN CONSERVANCY INC

1300 19TH ST NW 8TH FLOOR
WASHINGTON,DC20036
N/A PC to target Florida fund 3,000

OCEAN CONSERVANCY INC

1300 19TH ST NW 8TH FLOOR
WASHINGTON,DC20036
N/A PC to save manatees fund 2,000

OHIO STATE UNIVERSITY

1480 W LANE AVE
COLUMBUS,OH43221
N/A GOV Ohio State - College of Biological Sciences 11,055

ONE ARIZONA

3104 E CAMELBACK RD UNIT 7651
PHOENIX,AZ85016
N/A PC General & Unrestricted 45,000

ONE ARIZONA

3104 E CAMELBACK RD UNIT 7651
PHOENIX,AZ85016
N/A PC Wingbeat 88's Voter Registration Program 10,000

ONEPA ACTIVIST UNITED

533 S 52ND ST
PHILADELPHIA,PA19143
N/A PC General & Unrestricted 29,380

OVERTOWN YOUTH CENTER INC

450 NW 14TH ST
MIAMI,FL33136
N/A PC General & Unrestricted 10,000

PA ALLIANCE FOUNDATION

1528 WALNUT ST STE 808
PHILADELPHIA,PA19102
N/A PC Voter Project 25,000

PASSION FOR PAWS

13758 78TH PL NORTH
WEST PALM BEACH,FL33412
N/A PC General & Unrestricted 5,000

PENNSYLVANIA VOICE

915 SPRING GARDEN ST STE 401
PHILADELPHIA,PA19123
N/A PC General & Unrestricted 45,000

PHILANTHROPY COLORADO

PO BOX 48149
DENVER,CO80204
N/A PC General & Unrestricted 1,000

PHYSICIANS FOR REPRODUCTIVE HEALTH INC

PO BOX 35
HARTSDALE,NY10530
N/A PC To increase access to abortion and contraceptives 5,000

PITTIELOVE RESCUE INC

PO BOX 3532
FRAMINGHAM,MA01705
N/A PC General & Unrestricted 1,238

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090
N/A PC PPFA and to affiliates with need, to fund abortions and contraceptives 40,000

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

784 HERCULES DRIVE STE 110
COLCHESTER,VT05446
N/A PC For abortion services only through the Laura Fund 10,000

PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU

2300 N FLORIDA MANGO RD
WEST PALM BCH,FL33409
N/A PC for work to keep abortion legal for all Floridians through the second trimester of pregnancy 10,000

PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC

345 WHITNEY AVE
NEW HAVEN,CT06511
N/A PC General & Unrestricted 10,000

PLANNED PARENTHOOD SOUTH ATLANTIC

100 S BOYLAN AVE
RALEIGH,NC27603
N/A PC General & Unrestricted 30,000

POPULATION CONNECTION

2120 L ST NW STE 500
WASHINGTON,DC20037
N/A PC EARTHDAY fund 4,000

PORTLAND VA RESEARCH FOUNDATION INC

PO BOX 19832
PORTLAND,OR97280
N/A PC SNaP, Continuation fund 15,000

PROGRESS FLORIDA EDUCATION INSTITUTE

1010 CENTRAL AVE STE 209
ST PETERSBURG,FL33705
N/A PC General & Unrestricted 10,000

PROGRESS FLORIDA EDUCATION INSTITUTE

1010 CENTRAL AVE STE 209
ST PETERSBURG,FL33705
N/A PC to support Reproductive Freedom Program 5,000

PROGRESSIVE LEADERSHIP ALLIANCE OF NEVADA

900 S 4TH ST
LAS VEGAS,NV89101
N/A PC Civic Engagement fund 5,000

PROGRESSNOW COLORADO EDUCATION

1536 WYNKOOP ST STE 224
DENVER,CO80202
N/A PC General & Unrestricted 40,000

PTA FLORIDA CONGRESS

1175 MIDDLE RIVER DR
FT LAUDERDALE,FL33304
N/A PC General & Unrestricted 5,000

PUPPIES BEHIND BARS INC

263 WEST 38 ST 4TH FL
NEW YORK,NY10018
N/A PC General & Unrestricted 2,327

REPROHUB

4701 SW ADMIRAL WAY NO 333
SEATTLE,WA98116
N/A PC General & Unrestricted 1,000

REPROHUB

4701 SW ADMIRAL WAY NO 333
SEATTLE,WA98116
N/A PC Information Services fund 25,000

ROCKY MOUNTAIN PLANNED PARENTHOOD INC

PO BOX 732055
DALLAS,TX75373
N/A PC for abortion services and abortion rights 25,000

RONALD MCDONALD HOUSE CHARITIES OF SOUTH FLORIDA I

1430 S DIXIE HWY STE 311
CORAL GABLES,FL33146
N/A PC General & Unrestricted 12,000

RSF SOCIAL FINANCE INC

PO BOX 2007
SAN FRANCISCO,CA94126
N/A PC Values Advisor Fund 10,000

RURAL ARIZONA ENGAGEMENT

381 W CENTRAL AVE
COOLIDGE,AZ85128
N/A PC General & Unrestricted 35,000

RURAL UTAH PROJECT EDUCATION FUND

68 E 2700 S
S SALT LAKE,UT84115
N/A PC For partnership with Wingbeat and other organizations in Arizona, registering native Americans to vote 10,000

SAVE THE MANATEE CLUB INC

317 WEKIVA SPRINGS RD STE 100
LONGWOOD,FL32779
N/A PC General & Unrestricted 1,000

SEQUOIA CENTER

5200 S MACADAM AVE STE 460
PORTLAND,OR97239
N/A PC General & Unrestricted 15,000

SIERRA CLUB FOUNDATION

2101 WEBSTER ST STE 1250
OAKLAND,CA94612
N/A PC For the Florida chapter to help in the fight for renewable energy 5,000

SOUL DOG RESCUE

1245 FACTORY DR
FORT LUPTON,CO80621
N/A PC General & Unrestricted 5,715

SOUTHERN VERMONT ARTS CENTER INCORPORATED

PO BOX 617
MANCHESTER,VT05254
N/A PC General & Unrestricted 1,000

SOUTHWESTERN VERMONT MEDICAL CENTER INC

100 HOSPITAL DR
BENNINGTON,VT05201
N/A PC General & Unrestricted 10,000

SPCA OF WESTCHESTER INC

590 N STATE RD
BRIARCLIFF,NY10510
N/A GOV General & Unrestricted 8,913

ST STEPHENS EPISCOPAL SCHOOL

6500 ST STEPHENS DR
AUSTIN,TX78746
N/A PC General & Unrestricted 15,000

STATE INNOVATION EXCHANGE

1360 REGENT ST PMB 257
MADISON,WI53715
N/A PC Reproductive Rights Program 20,000

STEP UP MARYLAND

5315 PLYMOUTH RD
BALTIMORE,MD21214
N/A PC civic engagement fund 10,000

STUDENT ORGANIZING INC

294 WASHINGTON ST STE 720
BOSTON,MA02108
N/A PC Save Money, Save the Environment fund 5,000

SUSTAINABLE FOOD CENTER INC

2921 E 17TH ST BLDG C
AUSTIN,TX78702
N/A PC General & Unrestricted 20,000

TEXAS ORGANIZING PROJECT EDUCATION FUND

PO BOX 120296
SAN ANTONIO,TX78212
N/A PC General & Unrestricted 10,000

THE ALLIANCE FOR COLLECTIVE ACTION

1536 WYNKOOP ST SUITE 100
DENVER,CO80202
N/A PC General & Unrestricted 38,000

THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA

4 VANDERBILT PARK DR STE 300
ASHEVILLE,NC28803
N/A PC the Emergency and Disaster Response Fund 5,000

THE FOOD BANK OF WESTERN MASSACHUSETTS INC

25 CAREW ST
CHICOPEE,MA01020
N/A PC General & Unrestricted 7,158

THE JEMICY SCHOOL INC

11 CELADON RD
OWINGS MILLS,MD21117
N/A PC General & Unrestricted 40,000

THE LITTLE LIGHTHOUSE FOUNDATION INC

100 BISCAYNE BLVD STE 1607
MIAMI,FL33132
N/A PC The Little Lighthouse Foundation's Holiday Toy Distribution fund 9,764

THE LITTLE LIGHTHOUSE FOUNDATION INC

100 BISCAYNE BLVD STE 1607
MIAMI,FL33132
N/A PC General & Unrestricted 5,000

THE LITTLE LIGHTHOUSE FOUNDATION INC

100 BISCAYNE BLVD STE 1607
MIAMI,FL33132
N/A PC The Little Lighthouse Foundation's Back to School program 20,000

THE LITTLE LIGHTHOUSE FOUNDATION INC

100 BISCAYNE BLVD STE 1607
MIAMI,FL33132
N/A PC Do Good Feel Good Programming Fund 21,000

THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC

PO BOX 1848
MERRIFIELD,DC22116
N/A PC to protect the right to abortion in Florida 10,000

THINGS OF MY VERY OWN INC

243-249 GREEN ST
SCHENECTADY,NY12305
N/A PC General & Unrestricted 2,790

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088
N/A PC Poder Latinx Florida Program 5,000

TRINITY EPISCOPAL SCHOOL

3901 BEE CAVES RD
AUSTIN,TX78746
N/A PC General & Unrestricted 27,500

UNIDOSUS

1126 16TH ST NW 6TH FL
WASHINGTON,DC20036
N/A PC Florida Program 5,000

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQ SUITE 6
CAMBRIDGE,MA02138
N/A PC General & Unrestricted 5,000

UNITED AGAINST POVERTY INC

1400 27TH ST
VERO BEACH,FL32960
N/A PC General & Unrestricted 10,000

UNITED COUNSELING SERVICE OF BENNINGTON COUNTY INC

100 LEDGEHILL RD
BENNINGTON,VT05201
N/A PC General & Unrestricted 3,500

UNITED STATES PUBLIC INTEREST RESEARCH GROUP EDUCA

1543 WAZEE ST STE 460
DENVER,CO80202
N/A PC General & Unrestricted 10,000

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND

523 E FRANKLIN ST
CHAPEL HILL,NC27514
N/A PC PlayMakers Repertory Company fund 5,000

VERO BEACH MUSEUM OF ART INC

3001 RIVERSIDE PARK DR
VERO BEACH,FL32963
N/A PC General & Unrestricted 1,000

VETERANS OF WAR

7389 ROXBURY AVE
MANASSAS,VA20109
N/A PC General & Unrestricted 25,000

VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION IN

920 37TH PL 101
VERO BEACH,FL32960
N/A SO I General & Unrestricted 2,000

VOTERIDERS

171 PIER AVE 313
SANTA MONICA,CA90405
N/A PC for work in Florida fund 7,000

VOTERIDERS

171 PIER AVE 313
SANTA MONICA,CA90405
N/A PC General & Unrestricted 10,000

WAKEUP WAKE COUNTY INC

PO BOX 6484
RALEIGH,NC27628
N/A PC General & Unrestricted 5,000

WEST ALABAMA WOMENS CENTER INC

535 JACK WARNER PKWY NE STE I
TUSCALOOSA,AL35404
N/A PC General & Unrestricted 15,000

WISCONSIN VOICES INC

4201 N 27TH ST 7TH FL
MILWAUKEE,WI53216
N/A PC General & Unrestricted 10,000

WMHT EDUCATIONAL TELECOMMUNICATIONS INC

4 GLOBAL VIEW
TROY,NY12180
N/A PC General & Unrestricted 1,000

WOMEN ENGAGED

1530 DEKALB AVE NE STE A
ATLANTA,GA30307
N/A PC General & Unrestricted 5,000

WOMENS EMERGENCY NETWORK INC

PO BOX 566392
MIAMI,FL33256
N/A PC abortion fund 15,000

WOMENS HEALTH PROJECT INC

227 N DUBUQUE ST
IOWA CITY,IA52245
N/A PC abortion fund 10,000

WOMENS MEDICAL FUND INC

PO BOX 248
MADISON,WI53701
N/A PC General & Unrestricted 12,000

WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA

1902A LINCOLN BLVD 1338
SANTA MONICA,CA90405
N/A PC General & Unrestricted 10,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090
N/A PC For work in Ukraine 3,500

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037
N/A PC to protect elephants fund 2,500

YOU CAN VOTE

2726 CROASDAILE DR STE 201
DURHAM,NC27705
N/A PC General & Unrestricted 10,000
Total .................................right arrow 3a 2,730,633
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
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 45,339  
4 Dividends and interest from securities ....     14 218,511  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 3,533,039  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss
525990 227 14 54,147  
bCLASS ACTION LAWSUIT PROCEEDS     01 963  
cEMBEZZLEMENT RESTITUTION INCOME     01 88  
dSTATE TAX REFUND     01 300  
e
12 Subtotal. Add columns (b), (d), and (e) .. 227 3,852,387  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,852,614
(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:
The Prentice Foundation Inc
EIN:
06-1386173
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Audit Fees 16,513     16,513

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
The Prentice Foundation Inc
EIN:
06-1386173
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 GeneralExplanationAttachment
Name:
The Prentice Foundation Inc
EIN:
06-1386173
Identifier Return Reference Explanation
Part XII Part XII Line 3e In 2024, The Prentice Foundation, Inc. (the "Foundation") discovered that on its Form 990-PF for taxable year ending December 31, 2023, Parts IX and X were not recorded properly. The Foundation would not have been subject to an underdistribution penalty under 4942 for the year ending December 31, 2023 if the average value of the assets had been properly recorded in Part IX. Therefore, the Foundation has chosen not to amend Form 990-PF for taxable year ending December 31, 2023. Instead, the Foundation has adjusted the amount reported in Part XII of Form 990-PF for year ending December 31, 2024 to reflect the correct balance.

TY 2024 InvestmentsCorpStockSchedule
Name:
The Prentice Foundation Inc
EIN:
06-1386173
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC 61,252 71,413
ADMA BIOLOGICS INC 60,736 53,096
ADOBE SYSTEMS, INC 195,614 211,668
ADYEN N.V. 38,542 30,933
AGILENT TECHNOLOGIES INC 62,617 86,649
AIA GROUP LTD ADR 78,197 57,957
AKAMAI TECH COM STK 19,307 17,217
AKZO NOBEL NV-ADR 62,137 42,394
ALCON INC 75,521 95,671
ALFA LAVAL AB 22,428 36,962
ALIGN TECHNOLOGY, INC 60,706 62,762
ALLEGION PLC 27,000 27,704
ALLIANZ SE 65,268 82,641
ALPHABET INC CL A 34,768 205,391
ALPHABET INC CL C 134,052 572,081
AMAZON COM 257,358 641,276
AMBEV SA 37,674 20,709
AMDOCS LIMITED 23,847 26,223
AMER FIN GRP HLD 25,024 31,768
AMER INTERNATIONAL GROUP INC 107,562 112,840
AMER SPORTS, INC. 77,533 142,987
AMERICAN SUPERCONDUCTOR CORPOR 23,007 25,246
ANALOG DEVICES INC 93,549 171,030
APPLE INC 209,223 525,631
APPLIED IDNS TECH 14,049 34,005
APTAR GROUP INC 27,192 38,018
ARDELYX INC 20,130 15,078
ARTESIAN RESOURCES CORPORATION 11,463 9,992
ASHTEAD GROUP PLC 43,985 53,546
ASSA ABLOY UNSP/ADR 60,023 74,920
ATLAS COPCO AB A SHS ADR 20,419 34,799
AUTODESK, INC 188,900 232,614
AVERY DENNISON CORP 15,825 21,333
AXCELIS TECHNOLOGIES INC 18,441 13,834
BADGER METER, INC 50,278 48,788
BANCO BILBAO ARG SA 31,961 45,859
BERKSHIRE HATHAWAY INC. CLASS 88,226 278,767
BIO TECHNE CORPORATION 122,574 112,583
BJ'S WHLSL CLUB INC 26,980 35,293
BLACKROCK INC 53,933 102,511
BOOKING HOLDINGS INC 55,695 183,832
BRIGHT HORIZONS FAMILY SOLUTIO 68,539 61,854
BROOKFIELD CORP ORD SHS CL A 51,567 81,636
BROWN CAPITAL MANAGEMENT INTL 508,440 568,930
CAMDEN PPTY TR 18,522 20,771
CAMTEK ORD SHS 35,022 36,023
CANADIAN NATL RAILWAY CO 80,478 96,739
CARMAX INC 52,106 75,710
CARRIER GLOBAL 63,262 99,455
CAVCO INDS INC DEL 8,774 17,403
CBOE HOLDINGS INC 15,817 30,678
CHECK POINT SOFTWARE TECHNOLOG 30,971 36,967
CHEMED CORP 22,881 25,430
CHOICE HOTELS INTERNATIONAL IN 30,330 36,489
CHUBB LIMITED 52,248 51,944
CHUGAI PHARMACEUTICAL CO., LTD 40,862 62,526
CINCINNATI FINANCIAL CORP 28,091 35,063
CLOROX CO 17,460 21,113
COHEN & STEERS INC 11,026 16,529
COLOPLAST AS ADR 21,694 19,396
COLUMBIA SPORTSWEAR CO 25,379 23,333
COMMERCE BANCSHARES, INC 16,243 17,073
COOPER COMPANIES INC 31,919 34,841
CORMEDIX 28,333 21,408
CREDICORP LTD 64,137 84,144
CROWDSTRIKE HOLDINGS, INC 64,542 135,838
CUBESMART 16,651 18,340
CULLEN FROST BANKERS INC 21,044 23,897
DAIFUKU CO LTD UNSPONSRED ADS 23,143 24,140
DAIKIN INDS LTD ADR 45,285 38,150
DANAHER CORP 72,409 71,849
DASSAULT SYS SA SPN ADR 55,119 49,077
DBS GROUP HLDGS SPON ADR 81,084 149,807
DEERE CO 92,509 105,501
DELCATH SYSTEMS INC 8,694 12,148
DIAGEO PLC ADS 70,571 66,998
DISCO CORPORATION 26,645 25,313
DOLBY LABORATORIES 24,190 25,226
DONALDSON CO. INC 20,420 27,075
EAST WEST BANCORP, INC 13,992 18,194
EATON CORP PLC 106,343 225,672
EDWARDS LIFESCIENCES 74,961 157,610
ELEVANCE HEALTH INC 154,707 111,039
ELI LILLY & CO 118,119 237,004
ENOVA INTERNATIONAL, INC 15,857 18,792
ERSTE BK DER OEST SP 36,695 74,551
EXLSERVICE HOLDINGS INC 20,915 31,288
EXPEDITORS INTL WASH INC 16,507 23,151
EXPERIAN GROUP LTD S/ADR 46,441 52,772
F5 NETWORKS, INC 16,490 27,662
FACTSET RESH SYST INC 31,015 41,784
FANUC LIMITED UNSPONSORED 58,948 43,084
FERGUSON PLC 88,534 95,984
FINANCIAL INSTITUTIONS, INC 25,935 28,518
FIRST CITIZENS BANCSHARES INC 66,956 166,929
FIRST FINANCIAL BANCORP 25,814 27,955
FISERV, INC 103,656 183,645
FLOWERS FOODS INC 19,732 17,954
FOMENTO ECONOMICO MEXICANO 46,482 51,807
FOUR CORNERS PROPERTY TRUST IN 5,161 4,858
FRP HOLDINGS INC 7,653 7,964
GE VERNOVA 74,640 82,233
GENERAL ELECTRIC CO 261,962 250,185
GENMAB A/S SPON 33,848 17,447
GENUINE PARTS COMPANY 20,177 16,697
GRUPO FIN ADR 19,862 17,880
GSK PLC 49,010 42,546
HAIER SMART HOME ADR 23,061 27,062
HALEON PLC 84,894 103,738
HDFC BANK LTD ADR 61,209 61,944
HEINEKEN N V S ADR 47,231 36,052
HENRY JACK & ASSOC INC 22,914 24,542
HUBBELL INCORPORATED 122,739 183,474
IDEX CP 32,052 32,440
IDEXX CORP 93,390 85,996
ILLUMINA INC COM 72,211 68,419
INFINEON TECH ADS 58,862 54,288
ING GROUP N V SPONSORED ADR 46,768 71,299
INNODATA INC 57,557 108,206
INTAPP INC 58,498 76,267
INTERNATIONAL BANCSHARES CORPO 13,673 16,106
INTERPUBLIC GROUP OF COS 16,025 19,502
INTUIT 66,918 145,184
JONES LANG LASALLE 21,419 32,402
KINGSTONE COMPANIES INC 5,492 6,091
KKR & CO INC 89,585 361,935
KLA TENCOR CORP 61,118 61,752
KOMATSU LTD 28,217 33,795
KRYSTAL BIOTECH 48,960 43,551
KUBOTA CORPORATION 45,218 33,356
L'AIR LIQUIDE ADR OTC 21,261 26,929
L'OREAL ADR 44,788 52,455
LAMAR ADVERTISING CO CL A REIT 14,423 22,887
LINCOLN ELECTRIC HOLDING INC 13,634 17,810
LOWES COMPANIES INC 28,563 76,014
LVMH MOET HENN UNSP 37,166 42,344
M TRON INDUSTRIES INC 22,321 22,472
MAGNA INTERNATIONAL INC 40,230 30,716
MAKEMYTRIP LIMITED 97,659 114,975
MANULIFE FIN CORP 38,788 64,030
MASCO CORP 15,435 17,562
MASTERCARD INC 52,757 340,164
MCCORMICK & CO 15,879 18,526
MEDPACE HOLDINGS, INC 47,983 57,476
MERCADOLIBRE, INC 30,120 30,608
META PLATFORMS INC 22,836 65,577
MICHELIN CIE GEN UNSP/ADR 58,380 53,349
MICROSOFT CORP 159,070 767,972
MIDLAND STATES BANCORP INC 13,099 15,030
MODINE MFG CO 105,274 106,192
MOELIS AND COMPANY 36,788 40,412
MONOTARO CO., LTD 55,742 59,041
MUELLER WATER PRODUCTS INC 42,344 41,468
MUENCHENER RUECKVERS 26,755 52,264
NIDEC CORPORATION ADR 47,593 23,843
NOMAD FOODS LIMITED 78,511 69,218
NORDSON CP 22,633 24,690
NORTHERN TRUST CORPORATION 20,843 28,393
NOVOZYMES A/S UNSP/ADR 20,014 21,372
NVENT ELECTRIC PLC 76,966 63,934
NVIDIA CORP 59,844 351,974
OLD DOMINION FREIGHT LINE 84,315 104,076
ONTO INNOVATION 31,518 26,334
OTSUKA HOLDINGS CO 44,984 57,431
PACCAR INC 105,846 113,590
PACKAGING CORP AMER 10,472 21,612
PAN PAC INTL HLDGS UNSPONSORED 46,295 70,133
PAYCOM SOFTWARE 28,600 32,795
PING AN INSURANCE GROUP ADR 30,870 15,784
PROGRESS SOFTWARE CORP 16,533 25,604
PROGRESSIVE CORP OHIO 57,811 118,607
PT TELEKOM. IND. TBK ADR 35,209 23,655
QUALYS INC COM 29,734 32,531
RENTOKIL INITIAL PLC SPON ADR 51,681 38,537
ROCHE HOLDING LTD ADR 98,221 103,594
ROCKWELL AUTOMATION INC 137,780 165,758
RPM INTERNATIONAL INC 19,491 27,073
S&P GLOBAL INC COM 65,476 160,366
SAFRAN SA - UNSPON ADR 39,712 73,303
SAP AKTIENGESELL ADS 36,467 66,969
SCHNEIDER ELEC UNSP/ADR 20,720 54,654
SEI INVESTMENTS 28,038 41,322
SELECTIVE INS GROUP INC 20,836 20,013
SEMA4 HOLDINGS CORP CL A 40,731 45,578
SHERWIN-WILLIAMS CO 123,864 121,015
SHIMANO INC UNSP ADR EACH REPR 17,140 14,129
SHIONOGI & CO LTD 24,172 18,214
SHOPIFY INC 96,117 161,622
SILGAN HOLDINGS, INC 15,426 14,990
SIMPLICITY BANCORP INC 21,978 25,922
SMITH A O CORP DEL COM 21,521 25,033
SNAP ON INC 19,995 31,572
SONOVA HOLDING AG AD 13,914 21,984
SONY GROUP CORP 117,516 136,630
SPRINGWORKS THERAPEUTICS INC 32,091 35,299
SPS COMMERCE, INC 66,335 65,868
SPX CORPORATION 135,901 124,420
STAG INDUSTRIAL INC 19,982 18,702
STERIS PLC 23,958 23,023
STERLING CONSTRUCTION COMPANY 148,083 161,038
STIFEL FINANCIAL CP 23,433 25,247
STRYKER CORPORATION 144,860 136,459
SYMRISE AG UNSPONSORED 77,626 78,675
SYSMEX CORP UNSP ASDR 45,941 44,910
T-MOBILE US INC 63,626 109,703
TAIWAN SEMICONDUCTOR MFG CO LT 139,235 348,570
TECHTRONIC INDS SPD ADR 24,087 21,783
TELEFLEX INC 25,875 18,866
TENCENT HOLDINGS LIMITED 41,814 39,353
TERADYNE INC 17,878 21,910
TEXAS ROADHOUSE, INC 8,241 23,636
THE BLACKSTONE GROUP INC CL A 28,056 54,312
THE TRADE DESK INC 53,318 46,777
TJX COMPANIES INC 49,081 114,286
TOPBUILD CORP 18,401 30,511
TORO CO 19,638 14,658
TRANSMEDICS GROUP INC 157,030 75,194
TSS INC 18,267 22,664
UBER 61,781 77,210
UFP INDUSTRIES 17,803 15,546
UFP TECHNOLOGIES INC 78,285 65,040
UNICHARM CORP - SPN ADR 35,364 23,843
UNILEVER PLC AMER 41,666 43,886
UNITED RENTALS INC 25,046 153,568
UNITEDHEALTH GROUP INC 153,409 257,989
VERACYTE INC 44,140 49,579
VISA INC 147,009 597,315
WATERS CORP 25,205 39,324
WATTS WATER TECHNOLOGIES INC 19,007 19,517
WILLIAMS SONOMA INC 8,374 28,888
WILLIS LEASE FINANCE CORPORATI 25,408 33,416
WORKDAY INC 68,197 69,410
ZEBRA TECHNOLOGIES CORP 22,564 28,967
ZOETIS INC 87,194 102,157
ZTO EXPRESS CAYMAN INC 22,158 20,586

TY 2024 InvestmentsOtherSchedule2
Name:
The Prentice Foundation Inc
EIN:
06-1386173
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALKEON INOVATION OFFSHORE FUND   925,000 848,406
DBL PARTNERS III, LP   1,039,354 2,661,092
DBL PTNS IV, LP   1,936,620 4,040,284
GENERATION IM CLIMATE SOLUTION   0 515,696
GENERATION IM GLOBAL EQUITY FD   4,919,232 5,369,327
GENERATION IM SUSTAINABLE III   1,350,781 1,380,714
GENERATION IM SUSTAINABLE IV   708,684 712,820
JUST CLIMATE CAF I (B) SCSP   370,014 280,708

TY 2024 OtherExpensesSchedule
Name:
The Prentice Foundation Inc
EIN:
06-1386173
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 59,820     59,820
Bank Charges 5,993 5,993    
Digital Subscriptions 174     174
Foundation Dues & Memberships 2,375     2,375
Indemnification Insurance 2,335     2,335
K-1 Exp DBL PARTNERS III, LP 24,865 24,865    
K-1 Exp DBL PTNS IV, LP 73,071 69,598    
K-1 Exp GENERATION IM GLOBAL E 39,276 39,276    
Payroll Processing Fees 660     660
Registered Agent Fee 294     294
State or Local Filing Fees 75     75


TY 2024 OtherIncomeSchedule2
Name:
The Prentice Foundation Inc
EIN:
06-1386173
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss DBL PARTNERS III, LP 1,891 1,891  
K-1 Inc/Loss DBL PTNS IV, LP 4,760 4,533  
K-1 Inc/Loss Generation IM Global Equity 47,723 47,723  
Class Action Lawsuit Proceeds 963 963  
Embezzlement Restitution Income 88    
State Tax Refund 300    


TY 2024 OtherProfessionalFeesSchedule
Name:
The Prentice Foundation Inc
EIN:
06-1386173
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 141,910 141,910    


TY 2024 TaxesSchedule
Name:
The Prentice Foundation Inc
EIN:
06-1386173
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 22,200      
Foreign Tax Paid 10,324 10,324