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
KHR MCNEELY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)276 EAST NAPA STREET STE 115
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SONOMA, CA95476
A Employer identification number

93-1463652
B Telephone number (see instructions)

(707) 815-3034
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$257,273,394J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,923,980 3,923,980  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,076,549
b Gross sales price for all assets on line 6a 233,985,734
7 Capital gain net income (from Part IV, line 2)... 32,076,549
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 36,000,529 36,000,529  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 867,005 312,957   554,048
14 Other employee salaries and wages...... 292,793 0   292,793
15 Pension plans, employee benefits....... 191,563 51,691   139,872
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
271,361 217,089   54,272
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
93,893 71,025   22,868
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
181,767 170,322   11,445
17 Interest............... 256 256   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
373,425 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 49,956 13,480   36,476
21 Travel, conferences, and meetings....... 204,150 0   204,150
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
105,359 40,910   64,449
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,631,528 877,730   1,380,373
25 Contributions, gifts, grants paid....... 14,867,550 14,467,550
26 Total expenses and disbursements. Add lines 24 and 25 17,499,078 877,730   15,847,923
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,501,451
b Net investment income (if negative, enter -0-) 35,122,799
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 145,532 1,275,391 1,275,391
2 Savings and temporary cash investments......... 29,322,042 7,330,345 7,330,345
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 13,474 37,847 37,847
10a Investments—U.S. and state government obligations (attach schedule) 11,790,861 Click to see attachment
List of Attached Documents:
// Content
27,707,461 		27,707,461
b Investments—corporate stock (attach schedule).......      
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).......... 203,009,256 Click to see attachment
List of Attached Documents:
// Content
220,572,909 		220,572,909
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
119,622 		Click to see attachment
List of Attached Documents:
// Content
349,441 		Click to see attachment
List of Attached Documents:
// Content
349,441
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 244,400,787 257,273,394 257,273,394
Liabilities 17 Accounts payable and accrued expenses.......... 366,377 205,046
18 Grants payable.................   400,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 366,377 605,046
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........... 244,034,410 256,668,348
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)..... 244,034,410 256,668,348
30 Total liabilities and net assets/fund balances (see instructions). 244,400,787 257,273,394
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
244,034,410
2
Enter amount from Part I, line 27a .....................
2
18,501,451
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
262,535,861
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,867,513
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
256,668,348
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 233,985,734   201,909,185 32,076,549
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       32,076,549
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 32,076,549
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) 1 488,207
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........................... 3 488,207
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- ..... 5 488,207
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 524,188
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 524,188
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 11,677
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 24,304
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow24,304 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
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 arrowCA
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 arrowN/A
14
The books are in care ofright arrowEIDE BAILLY Telephone no.right arrow (310) 698-1582

Located atright arrow21515 HAWTHORNE BLVD STE 1250TORRANCECA ZIP+4right arrow90503
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
KEVIN W MCNEELY PRESIDENT/CEO/BOARD CHAIR (BEG. 9/24)
40.00 		457,000 2,694 960
276 EAST NAPA STREET STE 115
SONOMA,CA95476
ROSEMARY MCNEELY VP/CHIEF PROGRAM OFFICER
40.00 		247,500 48,799 960
276 EAST NAPA STREET STE 115
SONOMA,CA95476
JAMES MITTERMILLER TREASURER/SECRETARY (THRU 9/24)
20.00 		162,505 0 840
276 EAST NAPA STREET STE 115
SONOMA,CA95476
KELLY AMORMINO CHIEF OF OPER./SECRETARY (BEG. 9/24)
40.00 		137,023 43,986 960
276 EAST NAPA STREET STE 115
SONOMA,CA95476
PETER K BROOKS JR DIRECTOR
10.00 		0 0 0
276 EAST NAPA STREET STE 115
SONOMA,CA95476
ALLEN OLINGER III DIRECTOR
10.00 		0 0 0
276 EAST NAPA STREET STE 115
SONOMA,CA95476
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
ALEXANDRA FOEDISCH OPERATIONS ASSISTANT
40.00 		72,443 9,142 640
276 EAST NAPA STREET STE 115
SONOMA,CA95476
HANNAH ROSE MCNEELY PROGRAMMER, MARKETIN
30.00 		74,291 0 960
276 EAST NAPA STREET STE 115
SONOMA,CA95476
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
SHEPPARD MULLIN RICHTER & HAMPTON LLP LEGAL SERVICES 271,361
333 SOUTH HOPE STREET 43RD FLOOR
LOS ANGELES,CA900711422
STRATEGIC INVESTMENT GROUP INVESTMENT MANAGEMENT 132,781
1001 NINETEENTH STREET NORTH 16TH
FLOOR
ARLINGTON,VA22209
EIDE BAILY ACCOUNTING FEES 54,400
PO BOX 2545
FARGO,ND581082545
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  
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
227,974,259
b
Average of monthly cash balances.......................
1b
30,760,301
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
258,734,560
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
258,734,560
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,881,018
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
254,853,542
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,742,677
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
12,742,677
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
488,207
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
488,207
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,254,470
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
12,254,470
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
12,254,470
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
15,847,923
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
15,847,923
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 12,254,470
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 6,559,235
f Total of lines 3a through e ........ 6,559,235
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 15,847,923
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 12,254,470
e Remaining amount distributed out of corpus 3,593,453
5 Excess distributions carryover applied to 2024. 0 0
(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 10,152,688
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		10,152,688
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 6,559,235
e Excess from 2024.... 3,593,453
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

AFRICA SCHOOLHOUSE FOUNDATION

314 DANFORTH ST
PORTLAND,ME04102 		N/A PC GENERAL OPERATING 70,000

ALEXANDER VALLEY FILM SOCIETY

121 E 1ST STREET
CLOVERDALE,CA95425 		N/A PC GENERAL OPERATING 10,000

AMERICAN FRIENDS OF THE CENTRE POMPIDOU

31 W 34TH ST 7010
NEW YORK,NY10001 		N/A PC GENERAL OPERATING 75,000

ANN NORTON SCULPTURE GARDENS INC

2051 S FLAGLER DR
WEST PALM BEACH,FL33401 		N/A PC GENERAL OPERATING 25,000

APIS ARBOREA

686 SNOW RD
SEBASTOPOL,CA95472 		N/A PC GENERAL OPERATING 100,000

ART ESCAPE

17474 HIGHWAY 12
SONOMA,CA95476 		N/A PC GENERAL OPERATING 25,000

CALIFORNIA FILM INSTITUTE DBA MILL VALLEY FILM FESTIVAL

1001 LOOTENS PL
SAN RAFAEL,CA94901 		N/A PC GENERAL OPERATING 25,000

CANINE COMPANIONS

2965 DUTTON AVE
SANTA ROSA,CA95407 		N/A PC GENERAL OPERATING 25,000

CENTER FOR MAINE CONTEMPORARY ART

21 WINTER ST
ROCKLAND,ME04841 		N/A PC GENERAL OPERATING 50,000

CENTRAL PARK CONSERVANCY

14 E 60TH ST 8TH FL
NEW YORK,NY10022 		N/A PC GENERAL OPERATING 25,000

CHILDREN'S MUSEUM OF SONOMA COUNTY

1835 W STEELE LANE
SANTA ROSA,CA95403 		N/A PC GENERAL OPERATING & CAPITAL CAMPAIGN 250,000

COLORADO NONPROFIT DEVELOPMENT CENTER

2590 WELTON ST
DENVER,CO80205 		N/A PC GENERAL OPERATING 105,000

COMMUNITY FOUNDATION OF NORTHERN NEVADA (FOR THE SONG)

50 WASHINGTON ST
RENO,NV89503 		N/A PC GENERAL OPERATING 50,000

CONSERVATION SOCIETY OF CALIFORNIA DBA OAKLAND ZOO

PO BOX 5238
OAKLAND,CA94605 		N/A PC GENERAL OPERATING 25,000

CREATIVE VISIONS FOUNDATION

18820 PACIFIC COAST HWY STE 201
MALIBU,CA90265 		N/A PC GENERAL OPERATING 125,000

DIROSA PRESERVE

5200 CARNEROS SONOMA HWY
NAPA,CA94559 		N/A PC VIDEO PROJECTION SYSTEM PROJECT 75,000

ECOLOGY PROJECT INTERNAT'L

315 S 4TH STREET E
MISSOULA,MT59801 		N/A PC GENERAL OPERATING 75,000

ENTRE VILLA CARLOTTA

VIA REGINA 2
  CO22016 TREMEZZINA
IT 		N/A PC GENERAL OPERATING 15,000

FATHER JOE'S VILLAGES

1501 IMPERIAL AVE
SAN DIEGO,CA92101 		N/A PC GENERAL OPERATING 25,000

FONDAZIONE LUGAO PER IL POLO CULTURALE

PIAZZA CARLO CATTANEO 1
LUGANO,6076 CASTAGNOLA  
SZ 		N/A PC GENERAL OPERATING 250,000

FRANKLIN UNIVERSITY SWITZERLAND INC

405 LEXINGTON AVENUE THE CHRYSLER
BUILDING 26TH FLOOR
NEW YORK,NY10174 		N/A PC GENERAL OPERATING 1,500,000

FRED T KOREMATSU INSTITUTE

PO BOX 29527
SAN FRANCISCO,CA94129 		N/A PC EDUCATION, CIVIC ENGAGEMENT, CAPACITY BUILDING 150,000

FRIENDS OF OSA CONSERVATION

1300 I ST NW SUITE 400E 9985
WASHINGTON,DC20005 		N/A PC BUILDING THE CLIMATE AND BIODIVERSITY LAB 25,000

FRIENDS OF POTENTINO INC

16182 COASTAL HWY
LEWES,DE19958 		N/A PC GENERAL OPERATING 140,000

FRIENDS OF THE POOR

2300 ADAMS AVE
SCRANTON,PA18509 		N/A PC GENERAL OPERATING 25,000

FRIENDSHIP HOME

PO 916 458 MAIN ST
NORWELL,MA02061 		N/A PC GENERAL OPERATING & DAY TRIPS TO CULTURAL INSTITUTIONS 25,000

FUND FOR PUBLIC SCHOOLS

52 CHAMBERS STREET ROOM 305
NEW YORK,NY10007 		N/A PC TAPCO SCHOOL 25,000

GALAPAGOS CONSERVANCY INC

1630 CONNECTICUT AVE NW STE 300
WASHINGTON,DC20009 		N/A PC GENERAL OPERATING 100,000

GATEWAY MOUNTAIN CENTER

10038 MEADOW WAY UNIT D
TRUCKEE,CA96161 		N/A PC GENERAL OPERATING 15,000

GIRLS INCORPORATED OF ALAMEDA COUNTY

510 16TH ST
OAKLAND,CA94612 		N/A PC GENERAL OPERATING 50,000

HANNA BOYS CENTER

17000 ARNOLD DR
SONOMA,CA95476 		N/A PC COMMUNITY MENTAL HEALTH HUB AT HANNA CENTER 190,000

HIGH FIVES FOUNDATION

10775 PIONEER TRAIL 108
TRUCKEE,CA96161 		N/A PC THEATRICAL AND STREAMING RELEASE TO THE GENERAL PUBLIC OF EDUCATIONAL FILM "FULL CIRCLE" 325,000

HOMELESS PRENATAL PROGRAM

2500 18TH ST
SAN FRANCISCO,CA94110 		N/A PC GENERAL OPERATING 25,000

HOPE VILLAGE FOR CHILDREN

2433 23RD AVE
MERIDIAN,MS39301 		N/A PC GENERAL OPERATING 75,000

INSTITUTE FOR ECOLOGICAL CIVILIZATION

2358 UNIVERSITY AVE 2189
SAN DIEGO,CA92104 		N/A PC GENERAL OPERATING 125,000

INTERNATIONAL SURFING ASSOCIATION

2187 NEWCASTLE AVE STE 100
CARDIFF BY THE SEA,CA92007 		N/A PC GENERAL OPERATING 75,000

INTERNAT'L PATRONS OF DUOMO DI MILANO

430 PARK AVE
NEW YORK,NY10022 		N/A PC GENERAL OPERATING 150,000

JOHNNY MAC TENNIS PROJECT

1 RANDALLS IS
NEW YORK,NY10035 		N/A PC GENERAL OPERATING 130,000

KEEP TAHOE BLUE

2877 LAKE TAHOE BOULEVARD
SOUTH LAKE TAHOE,CA96150 		N/A PC GENERAL OPERATING 25,000

KENWOOD FIREFIGHTERS ASSOCIATION

PO BOX 249
KENWOOD,CA95452 		N/A PC GENERAL OPERATING 15,000

KID SCOOP NEWS

181 ANDRIEUX ST STE 200
SONOMA,CA95476 		N/A PC GENERAL OPERATING 180,050

LAKE TAHOE DANCE COLLECTIVE INC

PO BOX 1766
TAHOE CITY,CA96145 		N/A PC GENERAL OPERATING 50,000

MASSACHUSETTS COLLEGE OF ART & DESIGN

621 HUNTINGTON AVE
BOSTON,MA02115 		N/A PC EQUIPMENT AND MATERIALS, SCHOLARSHIPS, AND VISITING ARTIST HONORARIA 50,000

MAX RHYMES FOUNDATION

344 MADISON ST
DENVER,CO80206 		N/A PC GENERAL OPERATING 100,000

MAYACAMAS VOLUNTEER FIREFIGHTERS ASSOCIATION

PO BOX 225
GLEN ELLEN,CA95442 		N/A PC GENERAL OPERATING 15,000

MONTEREY MUSEUM OF ART

559 PACIFIC ST
MONTEREY,CA93940 		N/A PC GENERAL OPERATING 50,000

MOUNTAIN SEED FOUNDATION

14737 PICKETS POST RD
CENTREVILLE,VA20121 		N/A PC GENERAL OPERATING 25,000

MUSEUM OF CONTEMPORARY ART SD

700 PROSPECT ST
LA JOLLA,CA92037 		N/A PC GENERAL OPERATING 50,000

MUSEUM OF FINE ARTS BOSTON

465 HUNTINGTON AVE
BOSTON,MA02115 		N/A PC GENERAL OPERATING 100,000

MUSEUM OF THE AFRICAN DIASPORA

685 MISSION ST
SAN FRANCISCO,CA94105 		N/A PC GENERAL OPERATING 250,000

MYRIAD USA

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		N/A PC GENERAL OPERATING 25,000

MYRIAD USA

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		N/A PC SCHOLARSHIP FUND 200,000

NATIONAL AUDUBON SOCIETY

225 VARICK ST 7TH FL
NEW YORK,NY10014 		N/A PC GENERAL OPERATING SUPPORT FOR CALIFORNIA & FLORIDA 50,000

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE RD SUITE 1200
JENKINTOWN,PA19046 		N/A PC GENERAL OPERATING 575,000

NEW YORK SHAKESPEARE FESTIVAL DBA THE PUBLIC THEATER

425 LAFAYETTE ST
NEW YORK,NY10003 		N/A PC GENERAL OPERATING 50,000

NORMANDY INSTITUTE

2 5TH AVE APT 8M
NEW YORK,NY10011 		N/A PC GENERAL OPERATING 75,000

NORTON MUSEUM OF ART INC

1450 S DIXIE HWY
WEST PALM BEACH,FL33401 		N/A PC GENERAL OPERATING 50,000

OAKLAND PROMISE

484 9TH ST
OAKLAND,CA94607 		N/A PC GENERAL OPERATING 75,000

OAKLAND-ALAMEDA CNTY-EMERYVILLE FIREFIGHTERS

369 15TH ST
OAKLAND,CA94612 		N/A PC GENERAL OPERATING 250,000

ORCAS OPEN ARTS

PO BOX 1843
EASTSOUND,WA98245 		N/A PC GENERAL OPERATING 30,000

PACIFIC BLUE FOUNDATION

PO BOX 2014
LA JOLLA,CA92038 		N/A POF GENERAL OPERATING 75,000

PACIFIC REPERTORY THEATRE

PO BOX 176
PLEASANTON,CA94566 		N/A PC GENERAL OPERATING 600,000

PARTNERS IN HEALTH

150 STATE ST
BREWER,ME04412 		N/A PC GENERAL OPERATING 350,000

PETS LIFELINE

PO BOX 341
SONOMA,CA95476 		N/A PC GENERAL OPERATING 175,000

PORTLAND ART MUSEUM

1219 SW PARK AVE
PORTLAND,OR972052430 		N/A PC ART FOR ALL 175,000

PRESENTATION SCHOOL

640 WASHINGTON ST
BRIGHTON,MA02135 		N/A PC GENERAL OPERATING 20,000

PUBLIC ART FUND

ONE EAST 53RD ST 12 FL
NEW YORK,NY10022 		N/A PC GENERAL OPERATING 75,000

PUBLICOLOR

20 WEST 36TH ST 9TH FL
NEW YORK,NY10018 		N/A PC GENERAL OPERATING 100,000

REDWOOD EMPIRE FOODBANK

3990 BRICKWAY BLVD
SANTA ROSA,CA95403 		N/A PC GENERAL OPERATING 25,000

ROSE-HULMAN INSTITUTE OF TECHNOLOGY

5500 WABASH AVE
TERRE HAUTE,MD92117 		N/A PC WATER FILTRATION PROJECT IN COLLABORATION WITH WATER FOR SOUTH 330,000

ROUNDABOUT THEATRE

231 W 39TH ST SUITE 1200
NEW YORK,NY10018 		N/A PC GENERAL OPERATING 50,000

SAN DIEGO 350

3900 CLEVELAND AVE STE 205
SAN DIEGO,CA92103 		N/A PC GENERAL OPERATING 75,000

SAN FRANCISCO-MARIN FOOD BANK

900 PENNSYLVANIA AV
SAN FRANCISCO,CA94107 		N/A PC GENERAL OPERATING 25,000

SCHELL-VISTA FIREFIGHTERS ASSOCIATION

22950 BROADWAY
SONOMA,CA95476 		N/A PC NEW GENERATOR 25,000

SEBASTIANI THEATER FOUNDATION

PO BOX 874
SONOMA,CA95476 		N/A PC GENERAL OPERATING 100,000

SF MOMA

151 THIRD ST
SAN FRANCISCO,CA941033159 		N/A PC GENERAL OPERATING & CURATOR IN PARTNERSHIP WITH MOAD 125,000

SHANE MCCONKEY FOUNDATION

PO BOX 3666
OLYMPIC VALLEY,CA96146 		N/A PC GENERAL OPERATING 50,000

SIERRA AVALANCHE CENTER

11260 DONNER PASS RD
TRUCKEE,CA96161 		N/A PC GENERAL OPERATING 45,000

SMU MEADOWS MUSEUM

3140 DYER ST
DALLAS,TX75205 		N/A PC CASTELLO POTENTINO & CATALOGUE OF VESUVIUS EXHIBIT AND SOROLLA CATALOGUE RAISONNE 150,000

SONOMA ACADEMY

2500 FARMERS LANE
SANTA ROSA,CA95404 		N/A PC COMMUNITY AND PERFORMING ARTS CENTER 175,000

SONOMA BOTANICAL GARDEN

PO BOX 232
GLEN ELLEN,CA95442 		N/A PC GENERAL OPERATING 70,000

SONOMA CHILDREN'S CREATIVE & PERFORMING ARTS

49 MOUNTAIN AVE
SONOMA,CA95476 		N/A PC GENERAL OPERATING 150,000

SONOMA COMMUNITY CENTER

276 E NAPA ST
SONOMA,CA95476 		N/A PC GENERAL OPERATING & FACILITY MASTER PLAN CREATION WITH STRATA 50,000

SONOMA COMMUNITY TENNIS

6124 MERRY LANE
CARMICHAEL,CA95608 		N/A PC LIGHTING TENNIS COURTS, PATIO & VIEWING AREA, COMMUNITY OUTREACH PROGRAMS 100,000

SONOMA ECOLOGY CENTER

PO BOX 1486
ELDRIDGE,CA95431 		N/A PC GENERAL OPERATING 15,000

SONOMA LAND TRUST

822 FIFTH ST
SANTA ROSA,CA95404 		N/A PC GENERAL OPERATING 25,000

SONOMA OVERNIGHT SUPPORT

PO BOX 748
SONOMA,CA95476 		N/A PC GENERAL OPERATING 25,000

SONOMA SPEAKER SERIES

3150 HAWKS BEARD RD
SONOMA,CA95476 		N/A PC GENERAL OPERATING 50,000

SONOMA STATE UNIVERSITY

1801 E COTATI AVE
ROHNERT PARK,CA94928 		N/A PC GENERAL OPERATING 225,000

SONOMA VALLEY AUTHORS FESTIVAL

3053 FILLMORE ST 244
SAN FRANCISCO,CA94123 		N/A PC GENERAL OPERATING 150,000

SONOMA VALLEY EDUCATION FOUNDATION

PO BOX 493
SONOMA,CA95476 		N/A PC GENERAL OPERATING 210,000

SONOMA VALLEY FILM SOCIETY

PO BOX 1613
SONOMA,CA95476 		N/A PC GENERAL OPERATING 500,000

SONOMA VALLEY FIREFIGHTERS ASSOCIATION

630 2ND ST W
SONOMA,CA95476 		N/A PC GENERAL OPERATING 30,000

SONOMA VALLEY HEALTH & RECREATION

PO BOX 1544
SONOMA,CA95476 		N/A PC GENERAL OPERATING 25,000

SONOMA VALLEY HOSPITAL FOUNDATION

347 ANDRIEUX ST
SONOMA,CA95476 		N/A PC GENERAL OPERATING 25,000

SONOMA VALLEY HS BOOSTERS CLUB

PO BOX 1264
SONOMA,CA95476 		N/A PC GENERAL OPERATING 20,000

SONOMA VALLEY MENTORING ALLIANCE

PO BOX 721
SONOMA,CA95476 		N/A PC GENERAL OPERATING 125,000

SONOMA VALLEY MUSEUM OF ART

PO BOX 322
SONOMA,CA95476 		N/A PC GENERAL OPERATING 85,000

ST ANTHONY'S FOUNDATION

3732 MYRTLE ST
DALLAS,TX75215 		N/A PC GENERAL OPERATING 50,000

ST RITA'S SCHOOL

3888 PADUCAH DR
SAN DIEGO,CA92117 		N/A PC GENERAL OPERATING 100,000

STEADMAN PHILIPPON RESEARCH INSTITUTE

181 W MEADOW DR
VALI,CO81657 		N/A PC GENERAL OPERATING 25,000

STEVENSON SCHOOL

3152 FOREST LAKE RD
PEBBLE BEACH,CA93953 		N/A PC STEVENSON SCHOOLS MATH, SCIENCE, AND ENGINEERING CENTER 150,000

SWEETWATER SPECTRUM

900 LARKSPUR LANDING SUITE 100
LARKSPUR,CA94939 		N/A PC GENERAL OPERATING 25,000

TAHOE BACKCOUNTRY ALLIANCE

10622 PONDEROSA DR
TRUCKEE,CA96161 		N/A PC MICROTRANSIT, GEAR LIBRARY/WASHOE KIDS-ON-SNOW, TRAILHEAD MAINTENANCE 25,000

TEAM RUBICON

5230 PACIFIC CONCOURSE DR STE 200
LOS ANGELES,CA90045 		N/A PC GENERAL OPERATING 50,000

THE AMERICAN FRIENDS OF THE NATIONAL GALLERY

31 W 34TH ST FL 7010
NEW YORK,NY10001 		N/A PC GENERAL OPERATING 25,000

THE ANNE INNIS DAGG FOUNDATION INC

574 REBECCA STREET
OAKVILLE,ONATRIOL6K 3N9
CA 		N/A PC GENERAL OPERATING 50,000

THE MONTANA LAND RELIANCE

401 N CALIFORNIA ST
HELENA,MT59601 		N/A PC GENERAL OPERATING 150,000

THE NANTUCKET PROJECT ACADEMY

PO BOX 568
NANTUCKET,MA02554 		N/A PC GENERAL OPERATING 200,000

THE SOLOMON R GUGGENHEIM FOUNDATION

1071 5TH AVE
NEW YORK,NY10128 		N/A PC GENERAL OPERATING 250,000

THE SOLOMON R GUGGENHEIM FOUNDATION

DORSODURO 701
VENEZIA   30123
IT 		N/A PC GENERAL OPERATING 325,000

THE WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC

16 MUSEUM ST
ROCKLAND,ME04841 		N/A PC GENERAL OPERATING 185,000

THOMAS COLE HISTORIC HOUSE

PO BOX 426
CATSKILL,NY12414 		N/A PC GENERAL OPERATING 25,000

TOOTHPICK PROJECT

807 S 6TH AVE
BOZEMAN,MT59715 		N/A PC GENERAL OPERATING 100,000

TRUKEE DONNER LAND TRUST

PO BOX 8816
TRUCKEE,CA96162 		N/A PC ACQUISITION OF UPPER CARPENTER VALLEY & GENERAL SUPPORT 125,000

VALLEY OF THE MOON NATURAL HISTORY DBA JACK LONDON STATE PARK PARTNERS

2400 LONDON RANCH RD
GLEN ELLEN,CA95442 		N/A PC NATURES DESIGN ECOLOGY PROGRAM , REGENERATIVE AGRICULTURE EXHIBIT AND OUTDOOR CLASSROOM 115,000

VIA ART FUND

219 W 19TH ST FL 2
NEW YORK,NY10011 		N/A PC GENERAL OPERATING 10,000

VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION

1301 AVENUE OF THE AMERICAS 23022
NEW YORK,NY10019 		N/A PC GENERAL OPERATING 57,500

VIVO YOUTH ORCHESTRAS

617 BROADWAY UNIT 1206
SONOMA,CA95476 		N/A PC GENERAL OPERATING 50,000

VIZCAYA MUSEUM AND GARDENS

3251 S MIAMI AVE
MIAMI,FL33129 		N/A PC GENERAL OPERATING 25,000

VOENA

PO BOX 1893
BENICIA,CA94510 		N/A PC GENERAL OPERATING 10,000

WALKER ART CENTER

725 VINELAND PL
MINNEAPOLIS,MN55403 		N/A PC KEITH HARING RETROSPECTIVE, FAMILY PROGRAMS, DIRECTOR'S CIRCLE 150,000

WATER FOR SOUTH SUDAN INC

PO BOX 25551
ROCHESTER,NY14625 		N/A PC GENERAL OPERATING 150,000

WEISMAN ART MUSEUM (UNIVERSITY OF MINNESOTA FOUNDATION)

333 E RIVER PKWY
MINNEAPOLIS,MN55455 		N/A PC GENERAL OPERATING 25,000

WHITNEY MUSEUM OF ART

99 GANSEVOORT ST
NEW YORK,NY10014 		N/A PC WHITNEY BIENNIAL 2024, RENOVATION OF THE WHITNEYS INDEPENDENT STUDY PROGRAMS HOME 500,000

YOUTH ARTS COLLECTIVE

472 CALLE PRINCIPAL
MONTEREY,CA93940 		N/A PC GENERAL OPERATING 25,000
Total .................................right arrow 3a 14,467,550
bApproved for future payment

FIDELITY CHARITABLE
PO BOX 770001
NORWOOD,OH45277 		N/A PC GENERAL OPERATING 50,000

NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE RD SUITE 1200
JENKINTOWN,PA19046 		N/A PC GENERAL OPERATING 250,000

SCHWAB CHARITABLE
211 MAIN ST
SAN FRANCISCO,CA94105 		N/A PC GENERAL OPERATING 50,000

VANGUARD CHARITABLE
PO BOX 9509
WARWICK,RI02889 		N/A PC GENERAL OPERATING 50,000
Total ................................. right arrow 3b 400,000
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 ........... 		         
4 Dividends and interest from securities ....     14 3,923,980  
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 32,076,549  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 36,000,529 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
36,000,529
(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:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 93,893 71,025   22,868

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

TY 2024 ExpenditureResponsibilityStmt
Name:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
FONDAZIONE LUGANO PER IL POLO CULTURALE
  		PIAZZA CARLO CATTANEO 1
LUGANO,6076 CASTAGNOLA  
SZ 		2024-02-19 250,000 TO SUPPORT THE SECOND EDITION OF THE LUGANO DANCE PROJECT.   TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO FUNDS HAVE OR WILL BE DIVERTED PENDING REPORTS   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANT APPLICATIONS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE APPLICATION WILL BE MADE.
PACIFIC BLUE FOUNDATION
  		PO BOX 2014
LA JOLLA,CA92038 		2024-10-10 75,000 1. SUPPORT PRAIRIE VIEW ALGAE CENTER OF EXCELLENCE FOR FOOD ENERGY AND WATER SYSTEMS (PACE-FEWS) IN COLLABORATION WITH PRAIRIE VIEW A&M UNIVERSITY, A HISTORICALLY BLACK COLLEGE / UNIVERSITY (HBCU). 2. SUPPORT CORAL RESTORATION AND USE OF CORALNET AI TOOL APPLIED CORAL ECOLOGY. 75,000 TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO FUNDS HAVE OR WILL BE DIVERTED 11/15/24   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WILL BE MADE.
ENTE VILLA CARLOTTE
  		VIA REGINA 2
  TREMEZZINA (CO)22016
IT 		2024-12-31 15,000 VILLA CARLOTTA PRESERVES AN EXTRAORDINARY, COLLECTIVE, HERITAGE AND, BESIDE PASSING IT ON TO FUTURE GENERATIONS, TRANSFORMING IT INTO A TRUE ENRICHMENT FOR EVERYONE IS ONE OF ITS MAIN PURPOSES.   TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO FUNDS HAVE OR WILL BE DIVERTED PENDING REPORTS   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANT APPLICATIONS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE APPLICATION WILL BE MADE.

TY 2024 InvestmentsGovtObligationsSch
Name:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
US Government Securities - End of Year Book Value:

27,707,461
US Government Securities - End of Year Fair Market Value:

27,707,461
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:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDENTREE HY VALUE OFFSHORE STRATEGIC, LTD. FMV 11,016,546 11,016,546
STRATEGIC FUNDS SPC ALPHA SEGREGATED PORTFOLIO FMV 43,694,616 43,694,616
STRATEGIC DEVELOPED MARKETS EX-U.S. EQUITY TRUST FMV 35,978,556 35,978,556
STRATEGIC GLOBAL EQUITY TRUST FMV 19,443,448 19,443,448
STRATEGIC U.S. EQUITY TRUST FMV 92,656,937 92,656,937
ELLINGTON STRATEGIC MORTGAGE FUND, L.P. FMV 7,191,046 7,191,046
KKR GLOBAL CREDIT OPP FUND (OVERSEAS), L.P. FMV 3,498,982 3,498,982
STRATEGIC EMERGING MARKETS EQUITY TRUST FMV 7,092,778 7,092,778

TY 2024 LegalFeesSchedule
Name:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 271,361 217,089   54,272


TY 2024 OtherAssetsSchedule
Name:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST & DIVID 119,622 349,441 349,441


TY 2024 OtherDecreasesSchedule
Name:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Description Amount
NET UNREALIZED LOSS ON INVESTMENTS 5,867,513


TY 2024 OtherExpensesSchedule
Name:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TECHNOLOGY 47,370 12,782   34,588
OFFICE EXPENSES 19,914 4,281   15,633
INSURANCE 23,618 23,618   0
PROFESSIONAL DEVELOPMENT 2,894 229   2,665
MISCELLANEOUS 11,563 0   11,563


TY 2024 OtherProfessionalFeesSchedule
Name:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 46,993 35,548   11,445
INVESTMENT MANAGEMENT FEES 134,774 134,774   0


TY 2024 TaxesSchedule
Name:
KHR MCNEELY FAMILY FOUNDATION
EIN:
93-1463652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SECTION 4940 EXCISE TAX 373,425 0   0