Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE SUSAN AND FORD SCHUMANN FOUNDATION
C/O BAKER TILLY ADVISORY GROUP LP
Number and street (or P.O. box number if mail is not delivered to street address)7098 E COCHISE ROAD 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCOTTSDALE, AZ85253
A Employer identification number

86-0553890
B Telephone number (see instructions)

(480) 483-1170
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$4,879,724J 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... 101,810 92,162  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,556,100
b Gross sales price for all assets on line 6a 4,365,818
7 Capital gain net income (from Part IV, line 2)... 1,556,100
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........ 1,657,910 1,648,262  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
60 60   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,650 2,325   2,325
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,376 10,376   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,752 1,241   0
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
80 0   80
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,918 14,002   2,405
25 Contributions, gifts, grants paid....... 198,713 198,713
26 Total expenses and disbursements. Add lines 24 and 25 219,631 14,002   201,118
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,438,279
b Net investment income (if negative, enter -0-) 1,634,260
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............. 5,451 7,436 7,436
2 Savings and temporary cash investments......... 2 1 1
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,018,843 Click to see attachment
List of Attached Documents:
// Content
4,451,502 		4,868,651
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)..........      
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
0 		Click to see attachment
List of Attached Documents:
// Content
3,636 		Click to see attachment
List of Attached Documents:
// Content
3,636
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,024,296 4,462,575 4,879,724
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,024,296 4,462,575
29 Total net assets or fund balances (see instructions)..... 3,024,296 4,462,575
30 Total liabilities and net assets/fund balances (see instructions). 3,024,296 4,462,575
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
3,024,296
2
Enter amount from Part I, line 27a .....................
2
1,438,279
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,462,575
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
4,462,575
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 PERSHING SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 4,254,630   2,809,718 1,444,912
b 111,188     111,188
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,444,912
b       111,188
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,556,100
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 22,716
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 22,716
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 22,716
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,600
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 3,600
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 19,116
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 arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNA
14
The books are in care ofright arrowBAKER TILLY ADVISORY GROUP LP Telephone no.right arrow (480) 483-1170

Located atright arrow7098 E COCHISE ROAD SUITE 100SCOTTSDALEAZ ZIP+4right arrow85253
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUSAN H SCHUMANN PRESIDENT
1.00 		0 0 0
7098 E COCHISE ROAD 100
SCOTTSDALE,AZ85253
KRISTY SUSAN FOSTER SECRETARY/TREASURER
1.00 		0 0 0
7098 E COCHISE ROAD 100
SCOTTSDALE,AZ85253
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
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
4,773,608
b
Average of monthly cash balances.......................
1b
24,598
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,798,206
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
4,798,206
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
71,973
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,726,233
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
236,312
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
236,312
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
22,716
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,716
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
213,596
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
213,596
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
213,596
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
201,118
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
201,118
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 7 213,596
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,646
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......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 201,118
a Applied to 2023, but not more than line 2a 1,646
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..... 199,472
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		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 .......... 		14,124
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

AARP FOUNDATION

601 E STREET NW
WASHINGTON,DC20049 		NONE 501 C (3) GENERAL FUNDS 250

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SE SUITE 900
WASHINGTON,DC20036 		NONE 501 C (3) GENERAL FUNDS 1,000

ALAQUA ANIMAL REFUGE

155 DUGAS WAY
FREEPORT,FL32439 		NONE 501 C (3) GENERAL FUNDS 1,500

AMERICAN ANTI-VIVISECTION SOCIETY

801 OLD YORK ROAD SUITE 204
JENKINTOWN,PA19046 		NONE 501 C (3) GENERAL FUNDS 500

AMERICAN CANCER SOCIETY

PO BOX 2970
PHOENIX,AZ85062 		NONE 501 C (3) GENERAL FUNDS 500

AMERICAN FONDOUK

350 S HUNTINGTON AVE
BOSTON,MA02130 		NONE 501 C (3) GENERAL FUNDS 250

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		NONE 501 C (3) GENERAL FUNDS 125

AMERICAN HUMANE SOCIETY

1400 16TH STREET NW SUITE 360
WASHINGTON,DC20036 		NONE 501 C (3) GENERAL FUNDS 450

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BOULEVARD
DENVER,CO80221 		NONE 501 C (3) GENERAL FUNDS 500

AMERICAN LUNG ASSOCIATION

102 W MCDOWELL ROAD
PHOENIX,AZ85003 		NONE 501 C (3) GENERAL FUNDS 300

AMNESTY INTERNATIONAL

5 PENN PLAZA
NEW YORK,NY10001 		NONE 501 C (3) GENERAL FUNDS 750

ANIMAL EQUALITY

8581 SANTA MONICA BLVD STE 350
LOS ANGELES,CA90069 		NONE 501 C (3) GENERAL FUNDS 2,000

ANIMAL LEGAL DEFENSE FUND

525 EAST COTATI AVE
COTATI,CA94931 		NONE 501 C (3) GENERAL FUNDS 2,800

ANIMAL RECOVERY MISSION

PO BOX 403344
MIAMI BEACH,FL33140 		NONE 501 C (3) GENERAL FUNDS 4,550

ANIMAL'S ANGELS

PO BOX 1056
WESTMINSTER,MD21158 		NONE 501 C (3) GENERAL FUNDS 4,350

ARABIAN RESCUE MISSION

PO BOX 5057
HAGERSTOWN,MD217415057 		NONE 501 C (3) GENERAL FUNDS 350

ARIZONA HUMANE SOCIETY

1521 W DOBBINS ROAD
PHOENIX,AZ85041 		NONE 501 C (3) GENERAL FUNDS 1,000

ARTHRITIS FOUNDATION

1330 W PEACHTREE STREET SUITE 100
ATLANTA,GA30309 		NONE 501 C (3) GENERAL FUNDS 250

BABY RHINO RESCUE

1744 DEERHILL TRAIL
TOPANGA,CA90290 		NONE 501 C (3) GENERAL FUNDS 1,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD
KANAB,UT84741 		NONE 501 C (3) GENERAL FUNDS 3,000

BORN FREE USA

PO BOX 32160
WASHINGTON,DC20007 		NONE 501 C (3) GENERAL FUNDS 150

CARE

151 ELLIS STREET NE
ATLANTA,GA30303 		NONE 501 C (3) GENERAL FUNDS 1,250

CARTER RESERVOIR MUSTANGS INC

PO BOX 357
RICHLAND,OR97870 		NONE 501 C (3) GENERAL FUNDS 300

CASEY TO THE RESCUE

PO BOX 7105
MERRIFIELD,VA22116 		NONE 501 C (3) GENERAL FUNDS 2,250

CASTLETON RANCH

12103 EAST AVENUE H
LANCASTER,CA93535 		NONE 501 C (3) GENERAL FUNDS 8,000

CATHOLIC RELIEF SERVICES

228 W LEXINGTON
BALTIMORE,MD21201 		NONE 501 C (3) GENERAL FUNDS 1,000

CHIMP HAVEN

13600 CHIMPANZEE PLACE
KEITHVILLE,LA71047 		NONE 501 C (3) GENERAL FUNDS 1,000

COMPANION ANIMAL PROTECTION SOCIETY

1336 N MOORPARK ROAD
THOUSAND OAKS,CA91360 		NONE 501 C (3) GENERAL FUNDS 250

CONTEMPLATIVE OUTREACH LIMITED

10 PARK PLACE
BUTLER,NJ07405 		NONE 501 C (3) GENERAL FUNDS 250

CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS ROAD
ITHACA,NY14850 		NONE 501 C (3) GENERAL FUNDS 625

DAYS END FARM HORSE RESCUE

1372 WOODBINE ROAD
WOODBINE,MD21797 		NONE 501 C (3) GENERAL FUNDS 250

DESERT FOOTHILLS LAND TRUST

PO BOX 4861
CAVE CREEK,AZ85327 		NONE 501 C (3) GENERAL FUNDS 500

DIOCESE OF PHX-CDA

400 E MONROE ST
PHOENIX,AZ85004 		NONE 501 C (3) GENERAL FUNDS 1,000

DOCTORS WITHOUT BORDERS USA

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		NONE 501 C (3) GENERAL FUNDS 1,000

DREAMCHASER HORSE RESCUE & REHABILITATION

PO BOX 2269
PEORIA,AZ85380 		NONE 501 C (3) GENERAL FUNDS 3,748

EARTHJUSTICE

50 CALIFORNIA STREET SUITE 500
SAN FRANSISCO,CA94111 		NONE 501 C (3) GENERAL FUNDS 1,000

ECO EXOTIC ANIMAL RESCUE

PO BOX 5024
HAGERSTOWN,MD217415024 		NONE 501 C (3) GENERAL FUNDS 2,900

EQUINE ADVOCATES

PO BOX 354
CHATHAM,NY120370354 		NONE 501 C (3) GENERAL FUNDS 500

EQUINE VOICES RESCUE & SANCTUARY

PO BOX 9597
PUEBLO,CO810086077 		NONE 501 C (3) GENERAL FUNDS 4,165

FARM SANCTUARY

PO BOX 150
WATKINS GLEN,NY14891 		NONE 501 C (3) GENERAL FUNDS 2,100

FEED THE CHILDREN

333 N MERIDIAN AVE
OKLAHOMA CITY,OK731076507 		NONE 501 C (3) GENERAL FUNDS 1,000

FEEDING PETS OF THE HOMELESS

PO BOX 905
FREDERICK,MD217050905 		NONE 501 C (3) GENERAL FUNDS 1,250

FOOD FOR THE POOR

6401 LYONS ROAD
COCONUT CREEK,FL33073 		NONE 501 C (3) GENERAL FUNDS 500

FOUR CORNERS EQUINE RESCUE

PO BOX 9077
PUEBLO,CO81008 		NONE 501 C (3) GENERAL FUNDS 1,750

FRANCISCAN FOUNDATION FOR THE HOLY LAND

PO BOX 29086
WASHINGTON,DC20017 		NONE 501 C (3) GENERAL FUNDS 500

FRIENDS OF PUBLIC RADIO ARIZONA - 895

2323 W 14TH STREET
TEMPE,AZ85281 		NONE 501 C (3) GENERAL FUNDS 1,000

FRIENDS OF PUBLIC RADIO ARIZONA - 915

2323 W 14TH STREET
TEMPE,AZ85281 		NONE 501 C (3) GENERAL FUNDS 1,000

FRIENDS OF THE EARTH

1101 15TH STREET NW 11TH FLOOR
WASHINGTON,DC20005 		NONE 501 C (3) GENERAL FUNDS 500

FRIENDS OF THE SMITHSONIAN

PO BOX 37012
WASHINGTON,DC20013 		NONE 501 C (3) GENERAL FUNDS 250

FRONT RANGE EQUINE RESCUE

PO BOX 458
OCALA,FL34478 		NONE 501 C (3) GENERAL FUNDS 2,000

GENTLE GIANTS DRAFT HORSE

17250 OLD FREDERICK ROAD
MOUNT AIRY,MD21771 		NONE 501 C (3) GENERAL FUNDS 7,500

GUARDIANS OF RESCUE

PO BOX 1204
MERRIFIELD,VA221161204 		NONE 501 C (3) GENERAL FUNDS 3,000

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		NONE 501 C (3) GENERAL FUNDS 1,800

HABITAT FOR HORSES

6060 HABITAT FOR HORSES LANE
ALVIN,TX77511 		NONE 501 C (3) GENERAL FUNDS 3,000

HABITAT FOR HUMANITY

115 E WATKINS STREET
PHOENIX,AZ85004 		NONE 501 C (3) GENERAL FUNDS 1,000

HEIFER INTERNATIONAL

1 WORLD AVENUE
LITTLE ROCK,AR72202 		NONE 501 C (3) GENERAL FUNDS 250

HONORHEALTH FOUNDATION

8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258 		NONE 501 C (3) GENERAL FUNDS 500

HOOVES AND PAWS ANIMAL RESCUE

PO BOX 9107
PUEBLO,CO810080107 		NONE 501 C (3) GENERAL FUNDS 4,700

HUMANE SOCIETY OF THE UNITED STATES

1255 23RD STREET NORTHWEST SUITE
450
WASHINGTON,DC20037 		NONE 501 C (3) GENERAL FUNDS 900

INTERNATIONAL CONSERVATION CAUCUS FOUNDATION

25786 GEORGETOWN STATION
WASHINGTON,DC20027 		NONE 501 C (3) GENERAL FUNDS 3,050

INTERNATIONAL FUND FOR ANIMAL WELFARE

290 SUMMER STREET
YARMOUTH PORT,MA02675 		NONE 501 C (3) GENERAL FUNDS 2,250

JANE GOODALL INSTITUTE

1120 20TH STREET NW 520S
WASHINGTON,DC20036 		NONE 501 C (3) GENERAL FUNDS 1,000

K9 LIFELINE RESCUE

PO BOX 51030
KNOXVILLE,TN379501030 		NONE 501 C (3) GENERAL FUNDS 2,850

KINDNESS RANCH ANIMAL SANCTUARY

854 STATE HWY 270
HARTVILLE,WY82215 		NONE 501 C (3) GENERAL FUNDS 850

LAST CHANCE FOR ANIMALS

8033 SUNSET BLVD 835
LOS ANGELES,CA90046 		NONE 501 C (3) GENERAL FUNDS 200

LEUKEMIA AND LYMPHOMA SOCIETY

3877 N 7TH STREET
PHOENIX,AZ85014 		NONE 501 C (3) GENERAL FUNDS 150

LIFESAVERS WILD HORSE RESCUE

35700 SAND CANYON ROAD
CALIENTE,CA93518 		NONE 501 C (3) GENERAL FUNDS 2,500

LITTLE LONGEARS MINIATURE DONKEY RESCUE

1558 BOLLINGER ROAD
WESTMINSTER,MD21157 		NONE 501 C (3) GENERAL FUNDS 4,250

LOST MEADOWS MULE REFUGE

8317 DUCKWORTH ROAD
SAN ANGELO,TX76905 		NONE 501 C (3) GENERAL FUNDS 3,500

MACULAR DEGENERATION ASSOCIATION

5969 CATTLERIDGE BLVD SUITE 100
SARASOTA,FL34232 		NONE 501 C (3) GENERAL FUNDS 350

MACULAR DEGENERATION RESEARCH

22512 GATEWAY CENTER DRIVE
CLARKSBURG,MD20871 		NONE 501 C (3) GENERAL FUNDS 500

MARA ELEPHANT PROJECT

PO BOX 8688
PUEBLO,CO81008 		NONE 501 C (3) GENERAL FUNDS 3,300

MAYO CLINIC

13400 E SHEA BLVD
SCOTTSDALE,AZ85259 		NONE 501 C (3) GENERAL FUNDS 500

MERCY FOR ANIMALS

8033 SUNSET BLVD SUITE 864
LOS ANGELES,CA90046 		NONE 501 C (3) GENERAL FUNDS 500

MERCY FOR SHIPS

PO BOX 1930
GARDEN VALLEY,TX75771 		NONE 501 C (3) GENERAL FUNDS 350

NATIONAL ANTI VIVISECTION SOCIETY

53 WEST JACKSON BOULEVARD SUITE
1552
CHICAGO,IL60604 		NONE 501 C (3) GENERAL FUNDS 2,000

NATIONAL AUDUBON SOCIETY

225 VARICK ST 7TH FL
NEW YORK,NY10014 		NONE 501 C (3) GENERAL FUNDS 750

NATIONAL GREYHOUND FOUNDATION

4420 S WANDERING PATH
HOMOSASSA,FL34448 		NONE 501 C (3) GENERAL FUNDS 2,750

NATIONAL MULTIPLE SCLEROSIS SOCIETY

5025 E WASHINGTON STREET
PHOENIX,AZ85034 		NONE 501 C (3) GENERAL FUNDS 150

NATIONAL MUSEUM OF THE AMERICAN INDIAN

PO BOX 23473
WASHINGTON,DC200263473 		NONE 501 C (3) GENERAL FUNDS 500

NATIONAL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		NONE 501 C (3) GENERAL FUNDS 500

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW SUITE 700
WASHINGTON,DC20001 		NONE 501 C (3) GENERAL FUNDS 1,000

NATIONAL PUBLIC RADIO

1111 N CAPITOL STREET NE
WASHINGTON,DC20002 		NONE 501 C (3) GENERAL FUNDS 500

NATIONAL TRUST FOR HISTORIC PRESERVATION

600 14TH STREET NW SUITE 500
WASHINGTON,DC20005 		NONE 501 C (3) GENERAL FUNDS 500

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DRIVE
RESTON,VA20190 		NONE 501 C (3) GENERAL FUNDS 1,000

NATIVE AMERICAN VETERANS ASSISTANCE

PO BOX 5053
PINE RIDGE,SD57770 		NONE 501 C (3) GENERAL FUNDS 500

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011 		NONE 501 C (3) GENERAL FUNDS 500

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE 501 C (3) GENERAL FUNDS 1,500

NETWORK FOR ANIMALS

4957 CROSS POINTE DRIVE
OLDSMAR,FL34677 		NONE 501 C (3) GENERAL FUNDS 600

NOAH'S LOST ARK

8424 BEDELL ROAD
BERLIN CENTER,OH44401 		NONE 501 C (3) GENERAL FUNDS 2,000

OCEAN CONSERVANCY

1300 19TH STREET NW
WASHINGTON,DC20036 		NONE 501 C (3) GENERAL FUNDS 325

OPERATION SMILE

3641 FACULTY BOULEVARD
VIRGINIA BEACH,VA23453 		NONE 501 C (3) GENERAL FUNDS 750

ORPHAN ACRES

1183 ROTHFORK RD
VIOLA,ID83872 		NONE 501 C (3) GENERAL FUNDS 4,400

OXFAM AMERICA

226 CAUSEWAY STREET 5TH FLOOR
BOSTON,MA02114 		NONE 501 C (3) GENERAL FUNDS 500

PARKINSON RESEARCH FOUNDATION

5969 CATTLERIDGE BLVD SUITE 100
SARASOTA,FL34232 		NONE 501 C (3) GENERAL FUNDS 500

PARKINSON'S FOUNDATION

1359 BROADWAY STE 1509
NEW YORK,NY10018 		NONE 501 C (3) GENERAL FUNDS 150

PAWS FOR PURPLE HEARTS

5860 LABATH AVENUE SUITE A
ROHNERT PARK,CA94928 		NONE 501 C (3) GENERAL FUNDS 500

PEACEFUL VALLEY DONKEY RESCUE INC

8317 DUCKWORTH ROAD
SAN ANGELO,TX76905 		NONE 501 C (3) GENERAL FUNDS 6,700

PHOENIX RESCUE MISSION

PO BOX 6708
PHOENIX,AZ85006 		NONE 501 C (3) GENERAL FUNDS 1,900

PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE

5100 WISCONSIN AVE NW SUITE 400
WASHINGTON,DC20016 		NONE 501 C (3) GENERAL FUNDS 1,200

PILOTS TO THE RESCUE

931 MANHATTAN AVE STE 2
BROOKLYN,NY11222 		NONE 501 C (3) GENERAL FUNDS 1,200

PLANNED PARENTHOOD

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038 		NONE 501 C (3) GENERAL FUNDS 600

PRIDEROCK WILDLIFE REFUGE

PO BOX 560068
DALLAS,TX753560068 		NONE 501 C (3) GENERAL FUNDS 750

PROJECT HOPE

255 CARTER HALL LANE
MILLWOOD,VA22646 		NONE 501 C (3) GENERAL FUNDS 600

RED BELL RUN FOUNDATION

385 BLACKWOOD ROAD
COLUMBUS,NC287228529 		NONE 501 C (3) GENERAL FUNDS 4,000

REDWINGS HORSE SANCTUARY

6875 UNION RD
PASO ROBLES,CA93446 		NONE 501 C (3) GENERAL FUNDS 3,000

RESERVATION ANIMAL RESCUE

1310 EAST RIVERVIEW DRIVE
PHOENIX,AZ85034 		NONE 501 C (3) GENERAL FUNDS 2,625

RING DOG RESCUE

PO BOX 1805
MERRIFIELD,VA221168005 		NONE 501 C (3) GENERAL FUNDS 1,500

SALVATION ARMY

PO BOX 60115
CITY OF INDUSTRY,CA91716 		NONE 501 C (3) GENERAL FUNDS 1,500

SAVE THE CHILDREN FOUNDATION

501 KINGS HIGHWAY EAST STE 400
FAIRFIELD,CT06825 		NONE 501 C (3) GENERAL FUNDS 500

SAVE-A-PET USA

608 ROUTE 112
PORT JEFFERSON STATION,NY11776 		NONE 501 C (3) GENERAL FUNDS 1,000

SAVE-A-RESCUE

1014 S WESTLAKE BLVD STE 14-193
WESTLAKE VILLAGE,CA91361 		NONE 501 C (3) GENERAL FUNDS 500

SECOND CHANCES FOR BLIND DOGS

4335 VAN NUYS BLVD 190
SHERMAN OAKS,CA91403 		NONE 501 C (3) GENERAL FUNDS 1,100

SEEING EYE INC

PO BOX 375
MORRISTOWN,NJ07963 		NONE 501 C (3) GENERAL FUNDS 1,500

SMILE TRAIN

633 THIRD AVENUE 9TH FLOOR
NEW YORK,NY10017 		NONE 501 C (3) GENERAL FUNDS 375

SMILING DOGS FARM

PO BOX 743
WHARTON,TX77488 		NONE 501 C (3) GENERAL FUNDS 5,500

SOCIETY OF ST VINCENT DE PAUL

PO BOX 13600
PHOENIX,AZ85002 		NONE 501 C (3) GENERAL FUNDS 500

SPCA

PO BOX 2008
MILFORD,NH03055 		NONE 501 C (3) GENERAL FUNDS 750

SPEAK UP FOR HORSES

5850 HIGHWAY 17 N
DEMOSSVILLE,KY41033 		NONE 501 C (3) GENERAL FUNDS 3,500

SPECIAL OLYMPICS

2455 N CITRUS ROAD BLDG 64
GOODYEAR,AZ85395 		NONE 501 C (3) GENERAL FUNDS 100

ST BENEDICT MONASTERY

1012 MONASTERY ROAD
SNOWMASS,CO81654 		NONE 501 C (3) GENERAL FUNDS 1,000

ST BONAVENTURE INDIAN MISSION & SCHOOL

25 NAVARRE BLVD W
THOREAU,NM87323 		NONE 501 C (3) GENERAL FUNDS 1,050

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE 501 C (3) GENERAL FUNDS 1,200

ST MARY'S FOOD BANK ALLIANCE

2831 N 31ST AVENUE
PHOENIX,AZ85009 		NONE 501 C (3) GENERAL FUNDS 2,075

STUDENT CONSERVATION ASSOCIATION (SCA)

PO BOX 550 689 RIVER ROAD
CHARLESTOWN,NH03603 		NONE 501 C (3) GENERAL FUNDS 500

THE FRESH AIR FUND

633 THIRD AVENUE 9TH FLOOR
NEW YORK,NY10017 		NONE 501 C (3) GENERAL FUNDS 450

THE HUMANE LEAGUE

PO BOX 10476
ROCKVILLE,MD20849 		NONE 501 C (3) GENERAL FUNDS 250

TIGERHAVEN

PO BOX 50550
KNOXVILLE,TN379500550 		NONE 501 C (3) GENERAL FUNDS 500

TURNING POINTE DONKEY RESCUE

216 N MEECH RD
DANSVILLE,MI48819 		NONE 501 C (3) GENERAL FUNDS 4,500

TURTLE ISLAND

2041 STARFIRE LANE
ATLANTA,GA30345 		NONE 501 C (3) GENERAL FUNDS 350

UNION OF CONCERNED SCIENTISTS

TWO BATTLE SQUARE
CAMBRIDGE,MA02138 		NONE 501 C (3) GENERAL FUNDS 1,000

VALLEY OF THE SUN UNITED WAY

3200 EAST CAMELBACK ROAD SUITE 375
PHOENIX,AZ85018 		NONE 501 C (3) GENERAL FUNDS 500

WHITE COAT WASTE

PO BOX 26029
WASHINGTON,DC20001 		NONE 501 C (3) GENERAL FUNDS 900

WILDERNESS SOCIETY

1801 PENNSYLVANIAAVE NW SUITE 200
WASHINGTON,DC20006 		NONE 501 C (3) GENERAL FUNDS 1,500

WILLIAMS COLLEGE ALUMNI FUND

75 PARK STREET
WILLIAMSTOWN,MA01267 		NONE 501 C (3) GENERAL FUNDS 2,000

WORLD WILDLIFE FUND

1250 24TH ST NW
WASHINGTON,DC20037 		NONE 501 C (3) GENERAL FUNDS 1,000

WOUNDED PAW PROJECT

PO BOX 1886
MERRIFIELD,VA22116 		NONE 501 C (3) GENERAL FUNDS 1,000
Total .................................right arrow 3a 198,713
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 ........... 		         
4 Dividends and interest from securities ....     14 101,810  
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 1,556,100  
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 1,657,910 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,657,910
(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.
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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
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 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE SUSAN AND FORD SCHUMANN FOUNDATION
 
C/O BAKER TILLY ADVISORY GROUP LP
EIN:
86-0553890
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,650 2,325   2,325

TY 2024 InvestmentsCorpStockSchedule
Name:
THE SUSAN AND FORD SCHUMANN FOUNDATION
 
C/O BAKER TILLY ADVISORY GROUP LP
EIN:
86-0553890
Name of Stock End of Year Book Value End of Year Fair Market Value
GROWTH FUND OF AMERICA 370,968 750,168
AMERICAN INFLATION LINKED BOND FUND CLASS F3 624,588 625,274
AMERICAN STRATEGIC BOND FUND CLASS F3 490,932 479,310
AMERICAN BOND FUND OF AMERICA CLASS F3 639,246 627,523
AMERICAN MULTI-SECTOR INCOME FUND CLASS F3 97,747 98,023
AMERICAN HIGH INCOME TRUST FUND CLASS F3 97,200 99,259
AMERICAN MUTUAL FUND CLASS F3 705,522 726,295
AMERICAN GLOBAL INSIGHT FUND CLASS F3 752,724 779,737
AMERICAN NEW PERSPECTIVE FUND CLASS F3 385,443 398,894
AMERICAN SMALL-CAP WORLD FUND CLASS F3 143,885 143,093
AMERICAN NEW WORLD FUND CLASS F3 143,247 141,075

TY 2024 LegalFeesSchedule
Name:
THE SUSAN AND FORD SCHUMANN FOUNDATION
 
C/O BAKER TILLY ADVISORY GROUP LP
EIN:
86-0553890
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 60 60   0


TY 2024 OtherAssetsSchedule
Name:
THE SUSAN AND FORD SCHUMANN FOUNDATION
 
C/O BAKER TILLY ADVISORY GROUP LP
EIN:
86-0553890
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECIEVABLE 0 3,636 3,636


TY 2024 OtherExpensesSchedule
Name:
THE SUSAN AND FORD SCHUMANN FOUNDATION
 
C/O BAKER TILLY ADVISORY GROUP LP
EIN:
86-0553890
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 80 0   80


TY 2024 OtherProfessionalFeesSchedule
Name:
THE SUSAN AND FORD SCHUMANN FOUNDATION
 
C/O BAKER TILLY ADVISORY GROUP LP
EIN:
86-0553890
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PERSHING MANAGEMENT FEES 10,376 10,376   0


TY 2024 TaxesSchedule
Name:
THE SUSAN AND FORD SCHUMANN FOUNDATION
 
C/O BAKER TILLY ADVISORY GROUP LP
EIN:
86-0553890
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 4,511 0   0
FOREIGN TAX 1,241 1,241   0