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
SUSAN S DONALDSON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4985 BETHEL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEXINGTON, KY40511
A Employer identification number

61-1156309
B Telephone number (see instructions)

(859) 475-1471
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$42,115,745J 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) 5,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 60,732 60,732 60,732
4 Dividends and interest from securities... 699,432 699,432 699,432
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,115,972
b Gross sales price for all assets on line 6a 6,113,476
7 Capital gain net income (from Part IV, line 2)... 1,115,972
8 Net short-term capital gain......... 34,522
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)....... Click to see attachment
List of Attached Documents:
// Content
13,709 6,513 13,709
12 Total. Add lines 1 through 11........ 1,894,845 1,882,649 808,395
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 0 0 150,000
14 Other employee salaries and wages...... 309,915 0 0 309,915
15 Pension plans, employee benefits....... 79,308 0 0 79,308
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
96,738 0 0 96,738
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,651 0 0 29,651
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
240,738 112,515 112,515 128,223
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,000 0 0 27,000
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
770,231 0 0 770,231
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,703,581 112,515 112,515 1,591,066
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,703,581 112,515 112,515 1,591,066
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 191,264
b Net investment income (if negative, enter -0-) 1,770,134
c Adjusted net income (if negative, enter -0-)... 695,880
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............. 64,599 164,640 164,640
2 Savings and temporary cash investments......... 1,897,168 1,193,000 1,193,000
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow10,789
Less: allowance for doubtful accounts right arrow0 13,106 10,789 10,789
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,680,359 Click to see attachment
List of Attached Documents:
// Content
2,803,315 		2,553,070
b Investments—corporate stock (attach schedule)....... 514,040 Click to see attachment
List of Attached Documents:
// Content
7,874,378 		9,460,734
c Investments—corporate bonds (attach schedule)....... 2,735,848 Click to see attachment
List of Attached Documents:
// Content
2,125,256 		1,860,122
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).......... 17,888,279 Click to see attachment
List of Attached Documents:
// Content
11,813,285 		15,019,890
14 Land, buildings, and equipment: basis right arrow11,800,000
Less: accumulated depreciation (attach schedule) right arrow   11,800,000 Click to see attachment
List of Attached Documents:
// Content
11,800,000 		11,800,000
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
53,500 		Click to see attachment
List of Attached Documents:
// Content
53,500 		Click to see attachment
List of Attached Documents:
// Content
53,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,646,899 37,838,163 42,115,745
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........... 37,646,899 37,838,163
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)..... 37,646,899 37,838,163
30 Total liabilities and net assets/fund balances (see instructions). 37,646,899 37,838,163
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
37,646,899
2
Enter amount from Part I, line 27a .....................
2
191,264
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
37,838,163
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,838,163
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 SALE OF PUBLICLY TRADED SECURITIES P    
b SALE OF PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
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 2,926,788   2,892,266 34,522
b 2,614,990   2,105,238 509,752
c 571,698     571,698
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       34,522
b       509,752
c       571,698
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 1,115,972
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 34,522
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 24,605
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 24,605
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 24,605
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,294
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,294
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 4,311
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKY, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
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 arrowN/A
14
The books are in care ofright arrowLIANNE LAZETERA ESQ Telephone no.right arrow (212) 652-3800

Located atright arrow535 MADISON AVE 27TH FLOORNEW YORKNY ZIP+4right arrow10022
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)
Yes
 
(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
ELIZABETH S HUGHES SEE STMT 15 PRES./DIR./DIR. OF OPS./GEN. COUNSEL
40.00 		150,000 10,570 0
4985 BETHEL ROAD
LEXINGTON,KY40511
SANFORD J SCHLESINGER SEE STMT 15 VICE PRESIDENT/DIRECTOR
4.00 		0 0 0
535 MADISON AVE 27TH FLOOR
NEW YORK,NY10022
LIANNE LAZETERA SEE STMT 15 TREASURER/SECRETARY/DIRECTOR
8.00 		0 0 0
535 MADISON AVE 27TH FLOOR
NEW YORK,NY10022
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
JAMES BOYD SEE STMT 16 FARM MANAGER
48.00 		102,500 29 0
C/O 4985 BETHEL ROAD
LEXINGTON,KY40511
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CENTRAL KENTUCKY VETERINARY CENTER PSC VETERINARY SERVICES 103,118
930 SOUTH BROADWAY
GEORGETOWN,KY40324
SCHLESINGER LAZETERA & AUCHINCLOSS LLP OPERATIONAL AND LEGAL SERVICES 96,738
535 MADISON AVE 27TH FLOOR
NEW YORK,NY10022
NORTHERN TRUST INVESTMENT MANAGEMENT 62,389
40 W 57TH ST 21ST FLOOR
NEW YORK,NY10019
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 CARE AND MAINTENANCE (INCLUDING SHELTER, FOOD, GROOMING ANDVETERINARY CARE) FOR HORSES AND OTHER ANIMALS WHICH, BECAUSEOF ADVANCED AGE, INJURY OR OTHERWISE, HAVE BEEN ABANDONED,NEGLECTED OR ARE IN DANGER OF BEING PUT TO DEATH. 1,483,394
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
28,162,363
b
Average of monthly cash balances.......................
1b
1,510,080
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,672,443
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
29,672,443
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
445,087
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,227,356
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,461,368
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
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
1,591,066
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,591,066
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 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......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
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.....  
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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... 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
695,880 776,140 551,107 508,851 2,531,978
b 85% (0.85) of line 2a ......... 591,498 659,719 468,441 432,523 2,152,181
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,591,066 1,718,227 1,445,838 1,230,673 5,985,804
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,591,066 1,718,227 1,445,838 1,230,673 5,985,804
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		974,245 900,611 938,004 1,042,789 3,855,649
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Total .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 60,732  
4 Dividends and interest from securities ....     14 699,432  
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 1,115,972  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINSURANCE SETTLEMENT PROCEEDS 		    01 7,196  
bPATRONAGE INCOME     01 6,513  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,889,845 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,889,845
(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:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING AND TAX PREP 28,901 0 0 28,901
OTHER ACCOUNTING SERVICES 750 0 0 750

TY 2024 GeneralExplanationAttachment
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Identifier Return Reference Explanation
INFORMATION ABOUT OFFICERS AND DIRECTORS 990-PF, PART VII ELIZABETH S. HUGHES, PRESIDENT AND DIRECTOR - IS THE DIRECTOR OF OPERATIONS AND GENERAL COUNSEL OF MEREWORTH FARM, LLC, A WHOLLY-OWNED DISREGARDED ENTITY OF THE SUSAN S. DONALDSON FOUNDATION, INC. FOR WHICH SHE RECEIVED COMPENSATION OF $150,000 IN 2024. PART VII, LINE 1 COMPENSATION AND HOURS REFLECT BOTH HER ROLES AS PRESIDENT/DIRECTOR OF THE FOUNDATION AS WELL AS HER SEPERATE ROLE AT MEREWORTH FARM, LLC.SANFORD J. SCHLESINGER - PARTNER AT SCHLESINGER LAZETERA AND AUCHINCLOSS LLP, A LAW FIRM WHICH RECEIVED TOTAL COMPENSATION OF $98,327 FOR OPERATIONAL AND LEGAL SERVICES, AS WELL AS RELATED REIMBURSEMENTS, DURING 2024.LIANNE LAZETERA - PARTNER AT SCHLESINGER LAZETERA AND AUCHINCLOSS LLP, A LAW FIRM WHICH RECEIVED TOTAL COMPENSATION OF $98,327 FOR OPERATIONAL AND LEGAL SERVICES, AS WELL AS RELATED REIMBURSEMENTS, DURING 2024.
INFORMATION ABOUT EMPLOYEES 990-PF, PART VII JAMES BOYD - FARM MANAGER OF MEREWORTH FARM, LLC, A DISREGARDED ENTITY, WHOLLY-OWNED BY THE FOUNDATION

TY 2024 InvestmentsCorpBondsSchedule
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Name of Bond End of Year Book Value End of Year Fair Market Value
HOME DEPOT INC NOTE CALL MAKE WHOLE 2.95 % DUE JUN 15, 2029 102 UNITS 109,147 94,591
FEDERAL HOME LOAN BA SER XN-9026 1.125 % DUE SEP 29, 2026 55 UNITS 54,973 52,082
GOLDMAN SACHS GROUP INC 5.3300 07232035 5.33 % DUE JUL 23, 2035 72 UNITS 72,968 70,656
FEDERAL FARM CR BKS BOND 5.23 % DUE NOV 17, 2027 98 UNITS 98,683 98,452
HAWAII ST TAXABLE GO BDS SER. 2020 FZ 2.065 % DUE AUG 1, 2035 165 UNITS 166,048 124,614
PNC FINANCIAL SERVICES GROUP INC 5.582 % DUE JUN 12, 2029 34 UNITS 36,328 34,594
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 3.782 % DUE FEB 1, 2028 90 UNITS 98,576 88,091
TX ST A & M UNIV REVENUES 3.406 % DUE MAY 15, 2030 100 UNITS 93,633 94,263
PFIZER INVT ENTER 4.65% 05/19/2030 4.65 % DUE MAY 19, 2030 27 UNITS 29,318 26,715
NEW YORK N Y GO BDS SER.SUBSERIES A-2 5.206 % DUE OCT 1, 2031 40 UNITS 39,811 39,639
NEW JERSEY ST TPK AUTH TPK REV TAXABLE 1.713 % DUE JAN 1, 2029 100 UNITS 100,319 89,404
MORGAN STANLEY MTN CALL MAKE WHOLE 3.622 % DUE APR 1, 2031 95 UNITS 109,431 88,239
TRUIST FINL CORP MTN CALL MAKE WHOLE 6.047 % DUE JUN 8, 2027 34 UNITS 35,996 34,559
FIFTH THIRD BANCORPV V/R 10/27/28 6.361 % DUE OCT 27, 2028 34 UNITS 36,304 35,155
FEDERAL FARM CR BKS BOND 5.06 % DUE DEC 1, 2026 86 UNITS 86,190 86,461
COMCAST CORP NEW NOTE CALL MAKE WHOLE 3.30 % DUE FEB 1, 2027 90 UNITS 105,578 87,605
CALIFORNIA ST UNIV REV SYSTEMWIDE 1.794 % DUE NOV 1, 2030 195 UNITS 168,728 165,372
FEDERAL FARM CR BKS BOND 0.87 % DUE APR 15, 2026 55 UNITS 54,962 52,600
CISCO SYS INC NOTE CALL MAKE WHOLE 5.05 % DUE FEB 26, 2034 45 UNITS 44,955 44,838
CITIGROUP INC NOTE CALL MAKE WHOLE 3.75 % DUE MAR 17, 2033 98 UNITS 109,717 87,986
BOEING CO NOTE CALL MAKE WHOLE 5.15 % DUE MAY 1, 2030 23 UNITS 78,762 22,678
BK OF AMERICA CORP SER N MTN 1.734 % DUE JUL 22, 2027 79 UNITS 72,370 75,313
CVS HEALTH CORP NOTE CALL MAKE WHOLE 3.75 % DUE APR 1, 2030 89 UNITS 122,135 81,520
AT&T INC NOTE CALL MAKE WHOLE 1.70 % DUE MAR 25, 2026 97 UNITS 100,591 93,509
AERCAP IRELAND CAPITAL LIMITED NOTE 3.00 % DUE OCT 29, 2028 80 UNITS 82,760 74,077
BRISTOL-MYERS SQUIBB CO NOTE 5.10 % DUE FEB 22, 2031 17 UNITS 16,973 17,109

TY 2024 InvestmentsCorpStockSchedule
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Name of Stock End of Year Book Value End of Year Fair Market Value
BADGER METER INC 21,004 44,847
BAIRD ULTRA SHORT BOND FUND 124783.739 SHARES 1,262,929 1,260,316
AVIDXCHANGE HOLDINGS 1863 SHARES 18,828 19,263
MERIT MED SYS INC 456 SHARES 17,683 44,104
MASIMO, CORP. 171 SHARES 14,348 28,266
ASGN INC 153 SHARES 14,134 12,752
LITTELFUSE, INC. 86.61 SHARES 11,884 20,410
BLACKROCK EQ DIVIDEND I 71484.878 SHARES 1,340,000 1,356,068
AGILYSYS INC 202 SHARES 21,359 26,606
LIMBACH HOLDINGS, INC. 169 SHARES 14,731 14,456
IPG PHOTONICS 162 SHARES 11,041 11,781
IRON MOUNTAIN, INC. 286.007 SHARES 9,535 30,062
CHEMED, CORP. 51.252 SHARES 12,317 27,153
INTEGER HLDGS, CORP. 223 SHARES 10,322 29,552
INSULET, CORP. 107 SHARES 13,182 27,934
HEXCEL CORP COM 235.557 SHARES 14,604 14,769
HERC HLDGS, INC. COM. 100.763 SHARES 12,714 19,077
COLUMBIA CONTRARIAN (CORE FUND CL I) 108031.612 SHARES 3,350,000 3,827,560
HA SUSTAINABLE INFRASTRUCTURE CAPITAL, INC. 581.227 SHARES 19,308 15,594
GENTHERM INCORPORATED 240 SHARES 9,341 9,582
FIRSTCASH HOLDINGS 303.063 SHARES 19,309 31,397
DONNELLEY FINANCIAL SOLUTIONS, INC. 588 SHARES 26,350 36,885
EDWARDS LIFESCIENCES CORPORATION 186 SHARES 6,591 13,770
FACTSET RESEARCH SYSTEMS, INC. 59.899 SHARES 10,747 28,768
AAON, INC. PAR 377.705 SHARES 15,021 44,449
MUELLER INDS, INC. 546.903 SHARES 19,919 43,402
VERRA MOBILITY CORP 666 SHARES 17,555 16,104
TRIMBLE, INC. 493 SHARES 11,828 34,835
VANGUARD S&P 500 ETF 1863 SHARES 414,848 1,003,803
TETRA TECH, INC. 972.497 SHARES 19,462 38,744
SUNOPTA INC COM 3336 SHARES 19,583 25,687
STRIDE INC COM 485 SHARES 26,046 50,406
SPDR GOLD TRUST 1632 SHARES 200,007 395,156
SLM CORP COM USD0.20 1160.468 SHARES 14,657 32,006
SIMPSON 198.892 SHARES 15,354 32,982
RESMED, INC. 44.26 SHARES 4,454 10,122
RADNET INC 321 SHARES 21,145 22,419
STONEX GROUP, INC. 317 SHARES 21,118 31,056
PJT PARTNERS, INC. - A W/I 243.995 SHARES 20,510 38,505
NUVEEN PREFERRED SECURITIES FUND CLASS I 39016.735 SHARES 691,802 605,930
OLLIES BARGAIN 220 SHARES 18,581 24,141
PAYCOR HCM, INC. CMN 723 SHARES 9,148 13,426
OMNICELL, INC. COM. 276 SHARES 8,950 12,288
PROGYNY INC COM 639 SHARES 14,877 11,023
PROS HLDGS, INC. 1060 SHARES 27,252 23,278

TY 2024 InvestmentsGovtObligationsSch
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
US Government Securities - End of Year Book Value:

2,803,315
US Government Securities - End of Year Fair Market Value:

2,553,070
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MFO BLACKROCK FDS V HIGH YIELD BD PORT 153,813.220 SHRS AT COST 1,058,042 1,092,074
MFC ISHARES TRUST CORE 27,329.000 SHRS AT COST 2,976,601 2,648,180
MFB NORTHERN EQUITY INDEX INTL 30,247.280 SHRS AT COST 396,283 417,715
MFB NORTHERN EQUITY INDEX MID CAP 37,788.590 SHRS AT COST 726,692 782,224
MFB NORTHERN FUNDS STK INDEX FD 118,419.890 SHRS AT COST 3,678,454 7,057,825
MFC ISHARES TR 1-5 YR INVT GRADE 52,735.000 SHRS AT COST 2,721,855 2,726,400
MFO MFS INSTL EQUITY FD 8,736.620 SHRS AT COST 255,358 295,472

TY 2024 LandEtcSchedule2
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 11,800,000 0 11,800,000 11,800,000


TY 2024 LegalFeesSchedule
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OPERATIONAL AND LEGAL SERVICES 96,738 0 0 96,738


TY 2024 OtherAssetsSchedule
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
TROPHIES 53,500 53,500 53,500


TY 2024 OtherExpensesSchedule
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING/MARKETING 199 0 0 199
BANK FEES 165 0 0 165
CAR REPAIR AND MAINTENANCE 17,827 0 0 17,827
CONTRACT REPAIRS AND GROUND MAINTENANCE 263,819 0 0 263,819
FARM INSURANCE 39,043 0 0 39,043
HARDWARE AND SUPPLY 9,550 0 0 9,550
HORSE FOOD AND SUPPLIES 256,735 0 0 256,735
HORSE MAINTENANCE 57,903 0 0 57,903
INSURANCE 2,005 0 0 2,005
MISCELLANEOUS FARM EXPENSE 21,760 0 0 21,760
OTHER FILING FEES 438 0 0 438
PAYROLL FEES 21,538 0 0 21,538
PEST CONTROL 2,255 0 0 2,255
POSTAGE & DELIVERY 108 0 0 108
STATE FILING FEES 670 0 0 670
UTILITIES 73,362 0 0 73,362
WASTE SERVICES 2,854 0 0 2,854


TY 2024 OtherIncomeSchedule2
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INSURANCE SETTLEMENT PROCEEDS 7,196   7,196
PATRONAGE INCOME 6,513 6,513 6,513


TY 2024 OtherProfessionalFeesSchedule
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN FEES 784 784 784 0
INVESTMENT MANAGEMENT FEES 111,731 111,731 111,731 0
VETERINARY SERVICES 128,223 0 0 128,223


TY 2024 TaxesSchedule
Name:
SUSAN S DONALDSON FOUNDATION INC
EIN:
61-1156309
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 27,000 0 0 27,000