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 STOCKDALE FAMILY FOUNDATION
 
% RUSSELL A STOCKDALE
Number and street (or P.O. box number if mail is not delivered to street address)14143 171ST AVE NORTH EAST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Woodinville, WA98072
A Employer identification number

91-1663715
B Telephone number (see instructions)

(253) 564-6161
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$3,044,008J 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) 500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8,344 8,344  
4 Dividends and interest from securities... 51,863 51,863  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 79,066
b Gross sales price for all assets on line 6a 111,593
7 Capital gain net income (from Part IV, line 2)... 79,066
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........ 139,773 139,273  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,800      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,960 27,960    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,585 585    
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
7      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,352 28,545   0
25 Contributions, gifts, grants paid....... 140,000 140,000
26 Total expenses and disbursements. Add lines 24 and 25 171,352 28,545   140,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -31,579
b Net investment income (if negative, enter -0-) 110,728
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 10,860 89,879 89,879
2 Savings and temporary cash investments.........      
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) 97,881 Click to see attachment
List of Attached Documents:
// Content
0 		 
b Investments—corporate stock (attach schedule)....... 860,898 Click to see attachment
List of Attached Documents:
// Content
847,931 		2,954,129
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 969,639 937,810 3,044,008
Liabilities 17 Accounts payable and accrued expenses.......... 250  
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)......... 250 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........... 969,389 937,810
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)..... 969,389 937,810
30 Total liabilities and net assets/fund balances (see instructions). 969,639 937,810
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
969,389
2
Enter amount from Part I, line 27a .....................
2
-31,579
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
937,810
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
937,810
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 100 SH APPLE INC P   2024-08-02
b 5 SH COSTCO WHOLESALE CO P   2024-01-29
c 25 SH COSTCO WHOLESALE P   2024-03-18
d 50 SH DUPONT DE NEMOURS INC IA P   2024-05-03
e 25 SH ELEVANCE HEALTH INC P   2024-01-29
25 SH ELEVANCE HEALTH INC P   2024-01-31
25 SH ELEVANCE HEALTH INC P   2024-05-03
50 SH FEDEXCORP P   2024-06-27
50 SH MERCK & CO INC P   2024-01-25
25 SH MURAL ONCOLOGY PUBLIC F P   2024-03-22
200 SH WW INTL P   2024-03-22
200 SH CENTRAL PAC FINL CORP P   2024-09-17
(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 21,780   1,166 20,614
b 3,395   155 3,240
c 18,500   777 17,723
d 3,905   2,277 1,628
e 11,824   861 10,963
12,137   861 11,276
13,171   861 12,310
14,725   11,671 3,054
5,985   2,647 3,338
112   65 47
459   4,908 -4,449
5,600   6,278 -678
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       20,614
b       3,240
c       17,723
d       1,628
e       10,963
      11,276
      12,310
      3,054
      3,338
      47
      -4,449
      -678
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 79,066
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 1,539
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 1,539
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 1,539
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,734
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,734
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 195
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow195 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowRUSSELL A STOCKDALE Telephone no.right arrow (206) 779-1917

Located atright arrow14143 171ST AVE NEWoodinvilleWA ZIP+4right arrow98072
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
 
No
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
BRYAN R STOCKDALE DIRECTOR
2.00 		0 0 0
8104 GOODMAN DRIVE NW
Gig Harbor,WA98332
RUSSELL A STOCKDALE TREASURER
2.00 		0 0 0
14143 171ST AVE NE
Woodinville,WA98072
PAUL R STOCKDALE DIRECTOR
2.00 		0 0 0
4801 NORTH FRACE AVE
Tacoma,WA98407
CAROL A STOCKDALE PRESIDENT
0.00 		0 0 0
2720 SOUNDVIEW DRIVE WEST
Tacoma,WA98466
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right 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
3,076,686
b
Average of monthly cash balances.......................
1b
47,603
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,124,289
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
3,124,289
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
46,864
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,077,425
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
153,871
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
153,871
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,539
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,539
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
152,332
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
152,332
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
152,332
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
140,000
b
Program-related investments—total from Part VIII-B..................
1b
 
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
140,000
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 7 152,332
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 129,735
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 140,000
a Applied to 2023, but not more than line 2a 129,735
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 10,265
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		142,067
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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
WORLD VISION


PO BOX 70266
Tacoma,WA98471 		NONE PC HUMANITARIAN AID 15,000
FRIENDS OF NGONG ROAD


PO BOX 2090
Minneapolis,MN55402 		NONE PC IMPOVERISHED EDUCATION 15,000
BIBLE STUDY FELLOWSHIP


19001 HUEBNER ROAD
San Antonio,TX78258 		NONE PC BIBLE STUDY 5,500
HOPE SPARKS


6424 N STREET
Tacoma,WA98406 		NONE PC FAMILY SERVICES 11,000
NETWORK TACOMA


5435 M STREET
Tacoma,WA98408 		NONE PC HOMELESSNESS TRANSITIONAL HOUSING 5,000
EDUCATION THROUGH MUSIC LOS ANGELES


2061 EAST BURBANK
Burbank,CA91505 		NONE PC MUSIC EDUCATION FOR UNDERSERVED 2,500
DOCTORS WITHOUT BORDERS


PO BOX 5030
Hagerstown,MD21741 		NONE PC MEDICAL IN CONFLICT REGIONS 2,500
FARESTART


700 VIRGINIA STREET
Seattle,WA98101 		NONE PC HOMELESS JOB TRAINING 3,500
STAND UP FOR KIDS - KITSAP COUNTY


PO BOX 1897
Silverdale,WA98383 		NONE PC EMPOWERING HOMELESS YOUTH 2,500
TACOMA RESCUE MISSION


PO BOX 1912
Tacoma,WA98401 		NONE PC TACOMA HOMELESS 12,000
TRINITY PRESB-LEARNING OUTREACH PGM


13922 PROSPECT AVENUE
Santa Ana,CA92705 		NONE PC TACOMA HILLTOP 10,000
JED FOUNDATION


PO BOX 412945
Boston,MA02241 		NONE PC SUICIDE PREVENTION 4,000
THE TREVOR PROJECT


PO BOX 69232
West Hollywood,CA90069 		NONE PC SUICIDE PREVENTION 4,000
FAMILY UNLIMITED NETWORK


2610 SUNSET DR W
Tacoma,WA98466 		NONE PC FOOD BANK 4,000
THE COFFEE OASIS


837 4th St
Bremerton,WA98337 		NONE PC YOUTH HOMELESS SHELTERSERVICES 1,000
MARYS PLACE


5621 S THOMPSON AVE
Tacoma,WA98408 		NONE PC HOMELESS FAMILIES & WOMEN 4,000
FOOD BANK OF THE ROCKIES


10700 E 45TH STREET
Denver,CO80239 		NONE PC FOOD BANK 4,000
FAMILY PROMISE OF GREATER DENVER


PO Box 172125
Denver,CO80217 		NONE PC HOMELESS FAMILIES 3,500
AUTISM SPEAKS


1060 STATE STRRE ROAD
Princeton,NJ08540 		NONE PC AUTISM-RELATED 5,000
HEED UGANDA


P O BOX 244
Edmonds,WA98020 		NONE PC IMPOVERISHED ED WATER & FOOD 4,000
THE MUSTARD SEED PROJECT OF KEY PEN


9016 154TH AVE CTN W
Lakebay,WA98349 		NONE PC ELDER CARE FOR AT-RISK ELDERS 2,000
COMMUNITIES IN SCHOOLS KEY PENINSUL


15613 Olson Dr NW Unit 684
Vaughn,WA98394 		NONE PC MIDDLEHIGH SCHOOL AT-RISK KIDS 2,000
RED BARN YOUTH CENTER ON KEY PEN


15921 84TH ST KPN
Vaughn,WA98394 		NONE PC MIDDLEHIGH SCHOOL AT-RISK KIDS 2,000
PALMER SCHOLARS


P O BOX 7119
Tacoma,WA98406 		NONE PC 1ST-GEN COLLEGE 5,500
VISION HOUSE


PO Box 2951
Renton,WA98056 		NONE PC BREAK THE CYCLE OF HOMELESSNESS FOR FAMILIES 1,000
EASTSIDE ACADEMY


1717 Bellevue Way NE
Bellevue,WA98004 		NONE PC AT-RISK HIGH SCHOOLER EDUCTION 1,000
FLORENCE CRITTENTON SERVICES OF COL


96 S Zuni St Denver
Denver,CO80223 		NONE PC TEEN MOTHERS 1,000
OLIVE CREST


1216 CENTER STREET
Tacoma,WA98409 		NONE PC ABUSED CHILDREN 7,500
Total .................................right arrow 3a 140,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 8,344  
4 Dividends and interest from securities ....     14 51,863  
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 .....     18 79,066  
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
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) ..   139,273  
13Total. Add line 12, columns (b), (d), and (e)..................
13
139,273
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE STOCKDALE FAMILY FOUNDATION
EIN:
91-1663715
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPERATION 1,800 0 0 0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE STOCKDALE FAMILY FOUNDATION
EIN:
91-1663715
Name of Stock End of Year Book Value End of Year Fair Market Value
WELLS FARGO 500 SH 15,653 35,120
ALKERMES 250 SH 3,995 7,190
AMERICAN INTL GP 317 SH 18,550 23,078
ANDERSON INC 150 SH 1,269 6,078
BANk OF NEW YORK MELLON 400 SH 10,657 30,732
BOEING COMPANY 300 SH 17,242 53,100
CVS HEALTH 522 SH 17,392 23,433
COCA-COLA COMPANY 600 SH 12,937 37,356
CONOCO PHILLIPS 200 SH 5,557 19,834
COSTCO WHOLESALE 110 SR 3,417 100,790
KEURIG DR PEPPER 475 SH 11,830 15,257
DUPOPNT DE NEMOURS 65 SH 2,301 4,956
FIRST SERVICE CORP 1257 SH 2,624 227,542
FRANKLIN RESOURCES INC 1500 SH 18,796 30,435
BLOCK H & R 250 SH 4,494 13,210
HOME DEPOT INC 400 SH 14,550 155,596
INGERSOLL RAND 264 SH 1,786 23,881
KROGER CO 1200 SH 12,647 73,380
LINCOLN ED SVCS 1220 SH 4,699 19,300
LOWES 300 SH 9,454 74,040
MANPOWER INC 150 SH 6,851 8,658
MARSH & MCLENNAN CO 400 SH 11,473 84,964
MERCK & CO 350 SH 18,526 34,818
MICROSOFT 280 SH 8,011 118,020
NIKE INC 700 SH 7,347 52,969
PAYCHECK INC 100 SH 2,446 14,022
PFIZER INC 400 SH 10,100 10,612
WEYERHAUSER 160 SH 2,325 4,504
HUNTINGTON BANCSHARES 2288 SH 31,197 37,226
TRAVELERS 380 SH 14,466 91,538
UNILEVER 400 SH 14,552 22,680
UNITED HEALTH GROUP 275 SH 9,671 139,112
UNUM GROUP 500 SH 6,528 36,515
VALERO ENERGY 600 SH 17,828 73,554
ELEVANCE HEALTH INC 225 SH 7,747 83,003
ZIMMER BIOMET HOLDINGS 400 SH 21,681 42,252
TESCO PLC ADR 947 SH 11,764 13,277
CENTRAL PACIFIC FINL 1800 SH 41,999 52,290
MEDTRONIC 300 SH 23,144 23,964
MOLSON COORS 200 SH 8,386 11,464
KENVUE INC 24 SH 277 512
PHILLIPS 66 100 SH 1,652 11,393
BP PLC 400 SH 15,035 11,824
WESTERN UNION 267 SH 3,386 2,830
TELEFONICA SA 1230 SH 13,041 4,945
ALLEGION PLC 100 SH 2,048 13,068
CITIGROUP 400 SH 21,264 28,156
ARCOS DORADOS HOLDINGS 2260 SH 8,101 16,453
WARNER BROS DISCOVERY 400SH 10,222 4,228
JOHNSON & JOHNSON 97 SH 8,996 14,028
COLLIERS INTL 1544 SH 4,589 209,938
APPLE INC 580 SH 6,763 145,244
ALASKA AIR GROUP 620 SH 35,441 40,145
BIOGEN INC 120 SH 29,843 18,350
COGNIZANT TECH SOL 150 SH 8,516 11,535
THE MOSIAC CO 1600 SH 43,148 39,328
AMGEN 200 SH 31,632 52,128
MURAL ONCOLOGY PUB 25 SH 0 0
MANITEX 1500 SH 10,808 8,700
LYONDELLBASELL IND 150 SH 12,172 11,141
ALPHABET INC 400 SH 20,465 75,720
THE CIGNA GROUP 50 SH 9,390 13,807
DR HORTON 200 SH 8,091 27,964
META PLATFORMS INC 175 SH 30,939 102,464
FEDEX CORP 50 SH 11,671 14,067
GILEAD SCIENCES 100 SH 7,755 9,237
SALLY BEAUTY HOLDINGS 400 SH 6,097 4,180
CORTEVA INC 128 SH 1,778 7,291
DOW INC 128 SH 3,472 5,137
ABBVIE INC 43 SH 3,621 7,641
VIATRIS INC 49 SH 0 0
TRANE TECHNOLOGIES 300 SH 6,176 110,805
INTL FLAVORS & FRANGANCE 9 SH 0 0
ORGANON CO 40 SH 0 0
ALIBABA GROUP INC 25 SH 5,650 2,120
WW INTL 200 SH 0 0

TY 2024 InvestmentsGovtObligationsSch
Name:
THE STOCKDALE FAMILY FOUNDATION
EIN:
91-1663715
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

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


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


 


TY 2024 OtherExpensesSchedule
Name:
THE STOCKDALE FAMILY FOUNDATION
EIN:
91-1663715
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE MISCELLANEOUS 7 0 0 0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE STOCKDALE FAMILY FOUNDATION
EIN:
91-1663715
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES 27,960 27,960 0 0


TY 2024 TaxesSchedule
Name:
THE STOCKDALE FAMILY FOUNDATION
EIN:
91-1663715
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 498 498 0 0
TAX PAYMENT FOR 2024 1,000 0 0 0
ADR FEES PAID 87 87 0 0