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
Theda and Tamblin Clark Smith Family
Foundation Inc
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)FOUNDATION SOURCE 501 SILVERSIDE RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

39-6125329
B Telephone number (see instructions)

(303) 419-4714
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$60,022,210J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 41,552 41,552  
4 Dividends and interest from securities... 1,389,716 1,389,716  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,148,985
b Gross sales price for all assets on line 6a 7,295,639
7 Capital gain net income (from Part IV, line 2)... 1,147,975
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)....... Click to see attachment
List of Attached Documents:
// Content
142,299 149,051  
12 Total. Add lines 1 through 11........ 2,722,552 2,728,294  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 110,000     110,000
14 Other employee salaries and wages...... 163,840     163,840
15 Pension plans, employee benefits....... 12,534     12,534
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,498 0 0 1,498
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
181,161 177,400   3,761
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
52,953      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,361     4,361
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
398,798 291,380   95,803
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 925,145 468,780 0 391,797
25 Contributions, gifts, grants paid....... 2,169,906 2,169,906
26 Total expenses and disbursements. Add lines 24 and 25 3,095,051 468,780 0 2,561,703
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -372,499
b Net investment income (if negative, enter -0-) 2,259,514
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 813,700 1,077,382 1,077,382
3 Accounts receivable right arrow4,070
Less: allowance for doubtful accounts right arrow   25,368 4,070 4,070
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) 4,280,946 Click to see attachment
List of Attached Documents:
// Content
6,055,249 		5,872,785
b Investments—corporate stock (attach schedule)....... 27,687,909 Click to see attachment
List of Attached Documents:
// Content
26,146,185 		35,523,086
c Investments—corporate bonds (attach schedule)....... 7,446,091 Click to see attachment
List of Attached Documents:
// Content
5,940,466 		5,928,286
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).......... 7,602,470 Click to see attachment
List of Attached Documents:
// Content
8,261,633 		11,616,601
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) 47,856,484 47,484,985 60,022,210
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)   Click to see attachment
List of Attached Documents:
// Content
1,000
23 Total liabilities (add lines 17 through 22)......... 0 1,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 47,856,484 47,483,985
29 Total net assets or fund balances (see instructions)..... 47,856,484 47,483,985
30 Total liabilities and net assets/fund balances (see instructions). 47,856,484 47,484,985
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
47,856,484
2
Enter amount from Part I, line 27a .....................
2
-372,499
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
47,483,985
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
47,483,985
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
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 7,295,639   6,510,851 784,788
b       363,187
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       784,788
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,147,975
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 31,407
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 31,407
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 31,407
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,522
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,400
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,922
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 2,485
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowWI
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 arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
David W Radford Dir, Sec
3.0 		22,000 0 0
FOUNDATION SOURCE 501 SILVERSIDE RD
Wilmington,DE198091377
Carlton Smith Dir, Pres
3.0 		22,000 0 0
FOUNDATION SOURCE 501 SILVERSIDE RD
Wilmington,DE198091377
Oliver Pierce Smith Dir, Treas
3.0 		22,000 0 0
FOUNDATION SOURCE 501 SILVERSIDE RD
Wilmington,DE198091377
Kristina M Vaccaro Dir
3.0 		22,000 0 0
FOUNDATION SOURCE 501 SILVERSIDE RD
Wilmington,DE198091377
Marc B Vaccaro Dir
3.0 		22,000 0 0
FOUNDATION SOURCE 501 SILVERSIDE RD
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
JOY RADFORD Executive Director
40.0 		163,840    
PO Box 372
Neenah,WI54957
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Goldman Sachs & Co LLC Investment Mgmt 167,473
10100 Santa Monica Blvd STe 2600
LOS ANGELES,CA90067
Foundation Source Administrative 85,491
55 Walls Drive Suite 302
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
46,693,019
b
Average of monthly cash balances.......................
1b
1,110,156
c
Fair market value of all other assets (see instructions)................
1c
11,623,637
d
Total (add lines 1a, b, and c).........................
1d
59,426,812
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
59,426,812
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
891,402
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
58,535,410
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,926,771
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
2,926,771
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
31,407
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,407
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,895,364
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,895,364
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
2,895,364
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,561,703
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,561,703
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,895,364
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 146,222
e From 2023...... 134,743
f Total of lines 3a through e ........ 280,965
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,561,703
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 2,561,703
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 280,965 280,965
(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 .......... 		52,696
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1000 GENERATIONS INC

PO BOX 213
ELKHORN,WI53121 		N/A PC General & Unrestricted 4,770

1000 GENERATIONS INC

PO BOX 213
ELKHORN,WI53121 		N/A PC Safe Families for Children - Northeast Wisconsin 20,000

7SISTERS GLOBAL INC

4741 WHITEHALL LN
HGHLNDS RANCH,CO80126 		N/A PC General & Unrestricted 500

ALI FORNEY CENTER

307 W 38TH ST FL 2
NEW YORK,NY10018 		N/A PC General & Unrestricted 5,000

BACKYARD GROWERS INC

103R MAPLEWOOD AVE
GLOUCESTER,MA01930 		N/A PC School Programs 4,190

BERGSTROM-MAHLER MUSEUM INC

165 N PARK AVE
NEENAH,WI54956 		N/A GOV Charitable Event 5,250

BERGSTROM-MAHLER MUSEUM INC

165 N PARK AVE
NEENAH,WI54956 		N/A GOV Charitable Event 1,000

BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN

1331 AMERICAN DR
NEENAH,WI54956 		N/A PC General & Unrestricted 27,500

BOYS & GIRLS CLUB FOX VALLEY INC

160 S BADGER AVE
APPLETON,WI54914 		N/A PC Capital Campaign for Neenah B&GC 80,000

BOYS & GIRLS CLUBS OF ELKHART COUNTY INC

PO BOX 614
GOSHEN,IN46527 		N/A PC Creating Community & Safety at BGC Goshen 50,000

BOYS AND GIRLS CLUB OF DANE COUNTY INC

5215 VERONA RD
FITCHBURG,WI53711 		N/A PC VID/TOPS (Advancement Via Individual Determination/Teens of Promise) Academic Success Program 40,000

BOYS AND GIRLS CLUB OF DANE COUNTY INC

5215 VERONA RD
FITCHBURG,WI53711 		N/A PC Hardship Assistance Grant 2,500

BRIARPATCH YOUTH SERVICES INC

2720 RIMROCK RD
FITCHBURG,WI53713 		N/A PC General & Unrestricted 500

BRIDGE PROJECT INC

515 CANAL ST 1C
NEW YORK,NY10013 		N/A PC General & Unrestricted 5,000

CASA OF THE FOX CITIES INC

1500 N CASALOMA DR STE 401
APPLETON,WI54913 		N/A PC General & Unrestricted 10,000

CHANGE IS SIMPLE INCORPORATED

100 CUMMINGS CTR STE 227Q
BEVERLY,MA01915 		N/A PC classroom support fund 8,375

CHILD ADVOCACY CENTER OF SNOHOMISH COUNTY

1509 CALIFORNIA ST
EVERETT,WA98201 		N/A PC General & Unrestricted 500

CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC

PO BOX 1997
MILWAUKEE,WI53201 		N/A PC Neenah NICU fund 37,500

CHRISTINE ANN DOMESTIC ABUSE SERVICES INC

240 ALGOMA BLVD
OSHKOSH,WI54901 		N/A PC Transitional Housing fund 2,500

CHRISTINE ANN DOMESTIC ABUSE SERVICES INC

240 ALGOMA BLVD
OSHKOSH,WI54901 		N/A PC General & Unrestricted 25,000

CHRISTINE ANN DOMESTIC ABUSE SERVICES INC

240 ALGOMA BLVD
OSHKOSH,WI54901 		N/A PC Charitable Event 130

COMMUNITY CLOTHES CLOSET INC

1465-B OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC General & Unrestricted 27,500

COMMUNITY FOR HOPE OF GREATER OSHKOSH INC

2700 W 9TH AVE STE 100
OSHKOSH,WI54904 		N/A PC General & Unrestricted 20,000

COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC

4455 W LAWRENCE ST
APPLETON,WI54914 		N/A PC Oshkosh Area Nonprofit Leaders benefiting from NPLI's Leadership Institute 12,000

COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC

4455 W LAWRENCE ST
APPLETON,WI54914 		N/A PC Nonprofit Leadership Initiative Training 5,000

COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC

4455 W LAWRENCE ST
APPLETON,WI54914 		N/A PC NPLI 2,500

COMPASSION INTERNATIONAL INCORPORATED

12290 VOYAGER PKWY
COLORADO SPRINGS,CO80921 		N/A PC General & Unrestricted 6,500

COTS INC

819 S W AVE
APPLETON,WI54915 		N/A PC General & Unrestricted 40,000

EXCEPTIONAL EQUESTRIANS COMPANY

1130 ORLANDO DR
DE PERE,WI54115 		N/A PC EE Capital Campaign 50,000

F Porterfield

9433 Kendrick Way
Arvada,CO80007 		NONE I Hardship Assistance Grant 6,500

FATHER CARRS PL 2B

1062 N KOELLER ST
OSHKOSH,WI54902 		N/A PC General & Unrestricted 1,000

FEED THE BODY FEED THE SOUL INC

1917 FOUR WHEEL DR
OSHKOSH,WI54902 		N/A PC General & Unrestricted 2,500

FIRST AID ARTS

PO BOX 31325
SEATTLE,WA98103 		N/A PC General & Unrestricted 70,000

FOX CITIES PERFORMING ARTS CENTER INC

400 W COLLEGE AVE
APPLETON,WI54911 		N/A PC General & Unrestricted 5,000

FOX CITIES PERFORMING ARTS CENTER INC

400 W COLLEGE AVE
APPLETON,WI54911 		N/A PC Charitable Event 2,600

FOX VALLEY LUTHERAN HIGH SCHOOL FEDERATION INC

5300 N MEADE ST
APPLETON,WI54913 		N/A PC Charitable Event 150

FOX VALLEY LUTHERAN HIGH SCHOOL FEDERATION INC

5300 N MEADE ST
APPLETON,WI54913 		N/A PC Tuition Assistance at Fox Valley Lutheran 15,000

FRIENDS OF THE ELISHA D SMITH PUBLIC LIBRARY INC

440 1ST ST
MENASHA,WI54952 		N/A PC Capital Campaign 150,000

FRIENDS OF THE ELISHA D SMITH PUBLIC LIBRARY INC

440 1ST ST
MENASHA,WI54952 		N/A PC General & Unrestricted 17,500

GIFT OF ADOPTION FUND INC

1200 SHERMER RD STE 111
NORTHBROOK,IL60062 		N/A PC WI Adoption Assistance - Permanent Families for Children in Vulnerable Circumstances 25,000

GLOUCESTER EDUCATION FOUNDATION INC

185 MAIN ST
GLOUCESTER,MA01930 		N/A PC General & Unrestricted 8,375

GROTON SCHOOL

282 FARMERS ROW
GROTON,MA01450 		N/A PC General & Unrestricted 7,500

HABITAT FOR HUMANITY INTERNATIONAL INC

921 MIDWAY RD
MENASHA,WI54952 		N/A PC Neighborhood Revitalization and Home Preservation 20,000

HABITAT FOR HUMANITY OF OSHKOSH INC

2559 BADGER AVE
OSHKOSH,WI54904 		N/A PC General & Unrestricted 12,000

HABITAT FOR HUMANITY OF OSHKOSH INC

2559 BADGER AVE
OSHKOSH,WI54904 		N/A PC 2024-25 Habitat Home Builds 25,000

HEADSUP FOX CITIES CORP

990 APPLE BLOSSOM DR
NEENAH,WI54956 		N/A PC General & Unrestricted 20,000

HEALING ABUSE WORKING FOR CHANGE INC

27 CONGRESS ST
SALEM,MA01970 		N/A PC General & Unrestricted 8,375

HECKRODT WETLAND RESERVE INC

1305 PLANK RD
MENASHA,WI54952 		N/A PC General & Unrestricted 1,000

HECKRODT WETLAND RESERVE INC

1305 PLANK RD
MENASHA,WI54952 		N/A PC General Support/Underserved Population Programming 25,000

HIMALAYAN INTERNATIONAL INSTITUTE OF YOGA SCI & PH

952 BETHANY TPKE
HONESDALE,PA18431 		N/A PC Youth Education and Public Health Outreach in Cameroon 50,000

HOPE CLINIC AND CARE CENTER INC

1814 APPLETON RD
MENASHA,WI54952 		N/A PC General & Unrestricted 4,000

HOPE CLINIC AND CARE CENTER INC

1814 APPLETON RD
MENASHA,WI54952 		N/A PC Healing For Children and Their Families 20,000

INLAND COUNTIES LEGAL SERVICES INC

1040 IOWA AVE STE 109
RIVERSIDE,CA92507 		N/A PC General & Unrestricted 5,000

IPSWICH RIVER WATERSHED ASSOCIATION INC

PO BOX 576
IPSWICH,MA01938 		N/A PC education and internship program 4,185

JAKES DIAPERS INC

2396 INDUSTRIAL DR
NEENAH,WI54956 		N/A PC General & Unrestricted 15,000

L Mwamba

1214 W Lawrence Street
Appleton,WI54914 		NONE I Hardship Assistance Grant 6,500

LEAVEN INC

1475 OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC Charitable Event 2,000

LEAVEN INC

1475 OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC Basic Needs Emergency Financial Assistance Program 25,000

LEAVEN INC

1475 OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC General & Unrestricted 5,500

LEAVEN INC

1475 OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC Charitable Event 2,000

LEGAL COUNSEL FOR YOUTH AND CHILDREN

4206 48TH AVE S
SEATTLE,WA98118 		N/A PC General & Unrestricted 5,000

LIFE ELEMENTAL INCORPORATED

47726 ASPEN RD
SOLDIER GROVE,WI54655 		N/A PC General & Unrestricted 22,500

LIFECAMPUSA INC

PO BOX 180382
DELAFIELD,WI53018 		N/A PC General & Unrestricted 12,500

M Haumschild

310 Monroe Street
Fort Atkinson,WI53538 		NONE I Hardship Assistance Grant 6,500

MADISON ICE INC

725 FORWARD DR
MADISON,WI53711 		N/A PC Skating & Hockey Programs for Underprivileged Youth and Disabled Youth 13,000

MADTOWN BMX INC

PO BOX 557
DEFOREST,WI53532 		N/A PC Track trailer fund 7,000

MARTHAS VINEYARD BOYS AND GIRLS CLUB INCORPORATED

PO BOX 654
EDGARTOWN,MA02539 		N/A PC General & Unrestricted 1,000

MARTHAS VINEYARD BOYS AND GIRLS CLUB INCORPORATED

PO BOX 654
EDGARTOWN,MA02539 		N/A PC Out of School Time Learning program 50,000

MERCER ISLAND SCHOOLS FOUNDATION

PO BOX 1243
MERCER ISLAND,WA98040 		N/A PC General & Unrestricted 2,500

MERCY IN DEED

608 E FOREST AVE
NEENAH,WI54956 		N/A PC General & Unrestricted 5,000

MOZAYIK

5301 WESTPORT RD
MADISON,WI53704 		N/A PC General & Unrestricted 157,000

OHIO SUICIDE PREVENTION FOUNDATION

175 S 3RD ST STE 700
COLUMBUS,OH43215 		N/A PC General & Unrestricted 5,000

OPAL COMMUNITY LAND TRUST

PO BOX 1133
EASTSOUND,WA98245 		N/A PC General & Unrestricted 5,000

ORCAS FAMILY CONNECTIONS

374 N BEACH RD
EASTSOUND,WA98245 		N/A PC General & Unrestricted 5,000

ORCAS ISLAND COMMUNITY FOUNDATION

PO BOX 1496
EASTSOUND,WA98245 		N/A PC General & Unrestricted 2,500

PAINE ART CENTER & GARDENS INC

1410 ALGOMA BLVD
OSHKOSH,WI54901 		N/A PC Charitable Event 1,000

PAINE ART CENTER & GARDENS INC

1410 ALGOMA BLVD
OSHKOSH,WI54901 		N/A PC Preservation Fund Development Plan 20,000

PAINE ART CENTER & GARDENS INC

1410 ALGOMA BLVD
OSHKOSH,WI54901 		N/A PC General & Unrestricted 18,000

PERUVIAN HEARTS

24918 GENESEE TRAIL RD
GOLDEN,CO80401 		N/A PC The Theda and Tamblin Clark Smith International Scholars Program within Peruvian Hearts 39,000

PILLARS INC

605 E HANCOCK ST
APPLETON,WI54911 		N/A PC General & Unrestricted 30,000

PLAYING FIELD INC

3910 MINERAL POINT RD
MADISON,WI53705 		N/A PC General & Unrestricted 10,000

PREVENTION ACTION ALLIANCE

6171 HUNTLEY RD STE G
COLUMBUS,OH43229 		N/A PC General & Unrestricted 5,000

PROVIDENCE MINISTRIES INC

3435 SHAWANO AVE
GREEN BAY,WI54313 		N/A PC General & Unrestricted 10,000

R Neviaser

918 Vilas Avenue
Madison,WI53715 		NONE I Hardship Assistance Grant 6,500

R Sprigle

981 N Vulcan Ave
Encinitas,CA92024 		NONE I Hardship Assistance Grant 6,500

RAINIER SCHOLARS

2100 24TH AVE S STE 360
SEATTLE,WA98144 		N/A PC General & Unrestricted 1,250

REACH COUNSELING SERVICES INC

1509 S COMMERCIAL ST
NEENAH,WI54956 		N/A PC General & Unrestricted 15,000

RENTON REGIONAL COMMUNITY FOUNDATION

PO BOX 820
RENTON,WA98057 		N/A PC General & Unrestricted 1,031

RIVERVIEW GARDENS INC

1101 S ONEIDA ST
APPLETON,WI54915 		N/A PC funds for ServiceWorks Job Training and Placement Program, Economic and Workforce Advancement program 20,000

RIVERVIEW GARDENS INC

1101 S ONEIDA ST
APPLETON,WI54915 		N/A PC General & Unrestricted 3,000

ROOM TO GROW NATIONAL INC

424 E 147TH ST FL 5
BRONX,NY10455 		N/A PC General & Unrestricted 50,000

SAMUEL AND ALTHEA STROUM JEWISH COMMUNITY CENTER O

3801 E MERCER WAY
MERCER ISLAND,WA98040 		N/A PC Early Childhood School Scholarship fund 5,000

SCCOMADC

2352 S PARK ST STE 302
MADISON,WI53713 		N/A PC General & Unrestricted 75,000

SEATTLE AQUARIUM SOCIETY-SEAS

1483 ALASKAN WAY PIER 59
SEATTLE,WA98101 		N/A PC General & Unrestricted 1,750

SOLUTIONS RECOVERY INC

621 EVANS ST
OSHKOSH,WI54901 		N/A PC General & Unrestricted 10,000

SOUND EXPERIENCE

2900 WASHINGTON ST STE E
PORT TOWNSEND,WA98368 		N/A PC General & Unrestricted 5,000

ST JOSEPH FOOD PROGRAM INC

1465A OPPORTUNITY WAY
MENASHA,WI54952 		N/A PC Backpack Food Assistance Program 25,000

SUN VALLEY COMMUNITY CENTER

1260 DECATUR ST
DENVER,CO80204 		N/A PC General & Unrestricted 25,000

T Wusterbarth

1211 Oshkosh Ave
Oshkosh,WI54902 		NONE I Hardship Assistance Grant 6,500

THE BUILDING FOR KIDS INC

100 E COLLEGE AVE
APPLETON,WI54911 		N/A PC General & Unrestricted 4,000

THE OSHKOSH BOYS AND GIRLS CLUB

PO BOX 411
OSHKOSH,WI54903 		N/A PC Charitable Event 1,500

THE OSHKOSH BOYS AND GIRLS CLUB

PO BOX 411
OSHKOSH,WI54903 		N/A PC General & Unrestricted 2,500

THE OSHKOSH BOYS AND GIRLS CLUB

PO BOX 411
OSHKOSH,WI54903 		N/A PC Mentoring Programs 25,000

THE TANDANA FOUNDATION INC

2933 LOWER BELLBROOK RD
SPRING VALLEY,OH45370 		N/A PC General & Unrestricted 7,500

THE TANDANA FOUNDATION INC

2933 LOWER BELLBROOK RD
SPRING VALLEY,OH45370 		N/A PC Women's Literacy, Leadership, and Enterprise in Bandiagara District, Mali 20,000

THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE

909 4TH AVE
SEATTLE,WA98104 		N/A PC Housing and Homeless Service fund 5,000

THEDACARE FAMILY OF FOUNDATIONS INC

PO BOX 8025
APPLETON,WI54912 		N/A PC "It's Our Time Now" Campaign 150,000

THOMPSON CENTER ON LOURDES INC

2331 E LOURDES DR
APPLETON,WI54915 		N/A PC General & Unrestricted 5,000

THREADS OF HOPE INC

8020 PLEASANT VALLEY RD
LARSEN,WI54947 		N/A PC General & Unrestricted 10,000

TRI-COUNTY COMMUNITY DENTAL CLINIC INC

9 TRI PARK WAY
APPLETON,WI54914 		N/A PC General & Unrestricted 2,500

TRI-COUNTY COMMUNITY DENTAL CLINIC INC

9 TRI PARK WAY
APPLETON,WI54914 		N/A PC Robert Glass Focus on the Children 20,000

TRIO YOUNG SCHOLARS

2850 UNIVERSAL ST
OSHKOSH,WI54904 		N/A PC General & Unrestricted 5,000

UNIVERSITY OF DENVER

2190 E ASBURY AVE
DENVER,CO80208 		N/A PC Hockey scholarship Fund 9,000

UNIVERSITY OF WISCONSIN FOUNDATION

US BANK LOCKBOX 78807
MILWAUKEE,WI53278 		N/A PC Center for Healthy Minds, Fund 2,500

VALLEY PACKAGING INDUSTRIES INC

2350 N CASALOMA DR
APPLETON,WI54913 		N/A PC General & Unrestricted 5,000

VALOR CLASSICAL CHRISTIAN ACADEMY INC

PO BOX 323
NEENAH,WI54957 		N/A PC General & Unrestricted 36,500

VILLAGE HEALTH PARTNERSHIP

1601 E 19TH AVE STE 4450
DENVER,CO80218 		N/A PC General & Unrestricted 2,500

WAYLAND ACADEMY

101 N UNIVERSITY AVE
BEAVER DAM,WI53916 		N/A PC General & Unrestricted 1,500

WAYLAND ACADEMY

101 N UNIVERSITY AVE
BEAVER DAM,WI53916 		N/A PC Scholarship/Endowment Fund 10,000

WAYLAND ACADEMY

101 N UNIVERSITY AVE
BEAVER DAM,WI53916 		N/A PC Radford Scholarship fund 1,000

WEGERZYN GARDENS FOUNDATION

1301 E SIEBENTHALER AVE
DAYTON,OH45414 		N/A PC General & Unrestricted 20,000

WEST MERCER PTSA MERCER ISLAND COUNCIL 65 935

4141 81ST AVE SE
MERCER ISLAND,WA98040 		N/A PC Charitable Event 1,375

WHEELCHAIRS FOR NIGERIA

1542 PALM AVE SW
SEATTLE,WA98116 		N/A PC General & Unrestricted 1,000

WINNEBAGO AREA LITERACY COUNCIL

106 WASHINGTON AVE
OSHKOSH,WI54901 		N/A PC General & Unrestricted 31,000

WISCONSIN INDEPENDENT CHRISTIAN SCHOOLS INC

3450 VINLAND ST
OSHKOSH,WI54901 		N/A PC Assisted Learning Department 20,000

WISCONSIN INDEPENDENT CHRISTIAN SCHOOLS INC

3450 VINLAND ST
OSHKOSH,WI54901 		N/A PC General & Unrestricted 15,000

WISCONSIN INDEPENDENT CHRISTIAN SCHOOLS INC

3450 VINLAND ST
OSHKOSH,WI54901 		N/A PC Charitable Event 100

YOUTH GO INC

213 NICOLET BLVD
NEENAH,WI54956 		N/A PC General & Unrestricted 10,000

YWCA MADISON INC

101 E MIFFLIN ST STE 100
MADISON,WI53703 		N/A PC General & Unrestricted 1,000
Total .................................right arrow 3a 2,169,906
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 41,552  
4 Dividends and interest from securities ....     14 1,389,716  
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 ............ 		525990 1,010 18 1,147,975  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -6,756 14 148,318  
bCLASS ACTION LAWSUIT PROCEEDS     01 367  
cROYALTY INCOME     01 370  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -5,746 2,728,298  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,722,552
(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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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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Form 990-PF (2024)
Additional Data


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TY 2024 DepreciationSchedule
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 GeneralExplanationAttachment
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Identifier Return Reference Explanation
PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,147,975 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1,010 TOTAL PART I, LINE 6A: $1,148,985 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $7,295,639 BOOK BASIS: $6,510,851 NET GAIN/(LOSS): $784,788 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $363,187

TY 2024 InvestmentsCorpBondsSchedule
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 3.200% - 11/21/20 97,028 88,154
ABBVIE INC - 4.500% - 05/14/20 66,424 65,573
ADOBE SYSTEMS INC - 3.250% - 0 44,087 44,938
AIR PRODUCTS AND CHEMICALS INC 180,787 185,173
ALEXANDRIA REAL ESTATE E BOND 41,985 39,798
ALEXANDRIA REAL ESTATE EQ - 4. 61,006 60,992
AMAZON COM - 4.800% - 12/05/20 74,474 72,816
AMERICAN WTR CAPE CORP - 2.800 70,659 71,824
AON CORP - 2.800% - 05/15/2030 135,462 138,093
AT&T INC - 4.500% - 05/15/2035 70,890 71,225
BANK NOVA SCOTIA B C - 4.740% 88,780 87,073
BANK OF AMERICA - 3.950% - 04/ 78,911 79,781
BANK OF MONTREAL - 0.949% - 01 205,533 218,967
BERKSHIRE HATHAWAY - 1.850% - 162,383 164,888
BLACKROCK INC - 2.400% - 04/30 52,481 53,290
BNY MELLONC ORP SER J - 4.410% 208,748 211,429
BOEING CO - 2.750% - 02/01/202 87,973 90,718
BP CAP MKTS - 2.721% - 01/12/2 149,539 141,198
BROADCOM INC - 3.500% - 01/15/ 82,510 77,019
CARRIER GLOBAL CORP - 2.242% - 42,006 43,824
CHUBB INA HOLDINGS INC - 1.375 61,437 63,957
CITIGROUP BOND - 4.450% - 09/2 60,083 59,193
CITIGROUP INC NOTE CALL MAKE W 90,663 95,786
COMCAST CORP - 4.400% - 08/15/ 60,771 59,011
COMCAST CORP NEW NOTE - 5.350% 55,604 56,071
COSTCO - 1.600% - 04/20/2030 80,306 72,737
CROWN CASTLE INTL CORP - 2.100 75,477 77,826
DOW CHEMICAL CO SER B - 4.800% 108,615 107,396
DOWDUPONT INC - 4.725% - 11/15 61,247 60,698
EBAY INC - 1.900% - 03/11/2025 86,012 84,494
EOG RES INC - 3.900% - 04/01/2 95,322 93,400
FISERV INC - 4.200% - 10/01/20 5,825 5,829
FISERV INC NOTE CALL MAKE WHOL 93,908 84,435
FORTIVE CORP SER B NOTE - 3.15 61,121 62,534
GENERAL MTRS FINL CO INC NOTE 90,595 93,227
GILEAD SCIENCES - 4.600% - 09/ 128,638 125,430
HOME DEPOT - 1.375% - 03/15/20 60,843 52,653
INTERCONTINENTAL EXCHANGE INC 60,623 62,241
JPMORGAN CHASE - 4.565% - 06/1 80,029 78,440
KLA CORP - 4.650% - 07/15/2032 55,341 53,772
KRAFT HEINZ FOOD - 5.000% - 07 74,275 72,637
KROGER CO - 1.700% - 01/15/203 69,888 61,802
L3HARRIS TECHNOLOGIES INC - 3. 89,120 90,704
LAM RESEARCH - 4.000% - 03/15/ 70,111 68,052
MICROSOFT CORP - 4.200% - 11/0 100,082 95,614
MITSUBISHI - 1.640% - 10/13/20 184,350 195,797
MORGAN STANLEY SER I MTN CALL 48,213 47,930
NORTHERN TR CORP NOTE - 3.150% 194,763 195,772
NXP BV/NXP FUNDING LLC - 2.500 75,647 75,035
ORACLE CORP - 3.900% - 05/15/2 79,579 65,725
ORACLE CORP NOTE CALL MAKE WHO 54,974 53,031
OTIS WORLDWIDE SER B - 2.056% 61,823 64,499
PHILIP MORRIS INTERNATIONAL IN 134,259 135,358
PNC FINL SVCS GROUP - 5.939% - 68,968 70,046
PROLOGIS LP - 2.250% - 04/15/2 60,599 62,103
PRUDENTIAL FINL INC S BOOK SER 61,456 63,457
SANTANDER UK GROUP HOLDINGS NO 182,501 198,947
SHERWIN-WILLIAMS CO - 3.450% - 87,946 89,450
SIMON PPTY GROUP LP NT - 2.650 47,557 42,563
SOUTHERN CO GAS CAP - 5.150% - 60,977 60,905
T MOBILE - 3.875% - 04/15/2030 14,030 14,113
T MOBILE USA INC - 3.500% - 04 73,124 74,431
THE CIGNA CROUP NOTE - 5.250% 73,085 71,613
TOTAL SYSTEMS SERVICES - 4.800 66,914 64,845
TRUIST FINANCIAL CORP SER G - 61,109 60,694
UNION PAC CORP - 2.375% - 05/0 81,182 82,029
US BANCORP MTN - 4.548% - 07/2 68,924 71,403
XCEL ENERGY INC - 3.400% - 06/ 220,884 223,828

TY 2024 InvestmentsCorpStockSchedule
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Name of Stock End of Year Book Value End of Year Fair Market Value
EATON VANCE INCOME FD OF BOSTO 2,030,504 2,113,483
FEDERATED INSTI HIGH YIELD BD 2,027,824 2,122,300
GOLDMAN SACHS TACTICAL TILT OV 2,444,076 2,339,213
ISHARES MSCI EAFE INTERNATIONA 2,024,272 2,077,989
ISHARES S&P 500 INDEX FUND CL 9,212,133 12,558,608
MULTI MANAGER U.S. SMALL CAP E 860,565 927,110
MULTI-MANAGER INTERNATIONAL EQ 2,078,127 2,110,981
STATE STREET EMERGING MARKETS 585,728 622,884
VANGUARD TOTAL STOCK MARKET ET 4,882,956 10,650,518

TY 2024 InvestmentsGovtObligationsSch
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
US Government Securities - End of Year Book Value:

6,055,249
US Government Securities - End of Year Fair Market Value:

5,872,785
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALISO CANYON LP   3,205 2,050
APTITUDE PARTNERS LTD   1,000,000 1,155,662
CONCORD LODGING LTD   9,695 3,397
FUGIO FUND XI PE LP   2,014,632 3,084,515
FUGIO FUND XII PE LP   780,400 979,639
FUGIO FUND XII VC LP   396,043 501,213
FUGIO PRIVATE EQUITY FUND VIII   433,774 1,344,605
FUGIO PRIVATE EQUITY FUND X, L   1,667,625 2,415,090
ICAPITAL-ARES PCS II ACCESS FU   956,259 1,001,498
PRINCETON FUND LTD   1,000,000 1,128,932

TY 2024 LegalFeesSchedule
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 1,498     1,498


TY 2024 OtherExpensesSchedule
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 85,420     85,420
Computers/Electronic Devices 266     266
Digital Subscriptions 852     852
Indemnification Insurance 5,245     5,245
K-1 Exp FUGIO FUND XI PE LP 84,314 81,107    
K-1 Exp FUGIO FUND XII PE LP 69,826 65,822    
K-1 Exp FUGIO FUND XII VC LP 28,171 28,170    
K-1 Exp FUGIO PRIVATE EQUITY F 36,057 32,684    
K-1 Exp FUGIO PRIVATE EQUITY F 58,557 57,527    
K-1 Exp ICAPITAL-ARES PCS II A 26,026 26,026    
ANNUAL REGISTRATION FEES 44 44    
Office Supplies 62     62
Payroll Processing Fees 3,292     3,292
Postage/Delivery Service 313     313
Registered Agent Fee 150     150
State or Local Filing Fees 35     35
Website Hosting/Support 168     168


TY 2024 OtherIncomeSchedule2
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss ALISO CANYON LP 1,569 1,569  
K-1 Inc/Loss CONCORD LODGING LTD 412 412  
K-1 Inc/Loss FUGIO FUND XI PE LP 14,402 22,919  
K-1 Inc/Loss FUGIO FUND XII PE LP 1,351 10,515  
K-1 Inc/Loss FUGIO FUND XII VC LP 2,453 2,453  
K-1 Inc/Loss FUGIO PRIVATE EQUITY FUND VIII, LP 30,940 20,047  
K-1 Inc/Loss FUGIO PRIVATE EQUITY FUND X, LP 10,250 10,219  
K-1 Inc/Loss ICAPITAL-ARES PCS II ACCESS FUND, L. 80,185 80,180  
Class Action Lawsuit Proceeds 367 367  
ROYALTY INCOME 370 370  


TY 2024 OtherLiabilitiesSchedule
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL WITHHELD   1,000


TY 2024 OtherProfessionalFeesSchedule
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 177,400 177,400    
IT CONSULTING SERVICES 1,261     1,261
ADMINISTRATION OF FOUNDATION 2,500     2,500


TY 2024 TaxesSchedule
Name:
Theda and Tamblin Clark Smith Family
 
Foundation Inc
EIN:
39-6125329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 19,300      
990-PF Extension for 2023 16,700      
990-T Extension for 2023 12,100      
State Income Tax 2023 4,853