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
GUFFEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

46-4345106
B Telephone number (see instructions)

(888) 866-3275
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$8,333,144J 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) 53,099
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 94,664 94,664  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 672,088
b Gross sales price for all assets on line 6a 5,203,120
7 Capital gain net income (from Part IV, line 2)... 672,088
8 Net short-term capital gain......... 0
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).......   695,896  
12 Total. Add lines 1 through 11........ 819,851 1,462,648  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,862 0 0 3,862
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,577 12,346   8,231
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,040 540   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......   179,965    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,729 192,851 0 13,343
25 Contributions, gifts, grants paid....... 5,019,417 5,019,417
26 Total expenses and disbursements. Add lines 24 and 25 5,061,146 192,851 0 5,032,760
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,241,295
b Net investment income (if negative, enter -0-) 1,269,797
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............. 1,293 2 2
2 Savings and temporary cash investments......... 236,913 390,212 390,212
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0 3,000,000    
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 295,413    
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,185,708 Click to see attachment
List of Attached Documents:
// Content
6,946,893 		7,942,930
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) 8,719,327 7,337,107 8,333,144
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 8,719,327 7,337,107
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)..... 8,719,327 7,337,107
30 Total liabilities and net assets/fund balances (see instructions). 8,719,327 7,337,107
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
8,719,327
2
Enter amount from Part I, line 27a .....................
2
-4,241,295
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,859,681
4
Add lines 1, 2, and 3 ..........................
4
7,337,713
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
606
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,337,107
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 3127.8133 CALAMOS MARKET NEUTRAL INCOME FD CL I   2023-11-28 2024-01-08
b 1877.6427 CALAMOS MARKET NEUTRAL INCOME FD CL I   2023-11-28 2024-01-08
c 156.153 CALAMOS MARKET NEUTRAL INCOME FD CL I   2024-02-12 2024-03-28
d 1100.378 CALAMOS MARKET NEUTRAL INCOME FD CL I   2023-11-28 2024-03-28
e 1692.139 CALAMOS MARKET NEUTRAL INCOME FD CL I   2024-02-12 2024-06-06
9584.341 CALAMOS MARKET NEUTRAL INCOME FD CL I   2024-02-12 2024-08-23
495.491 CALAMOS MARKET NEUTRAL INCOME FD CL I   2024-02-12 2024-09-30
743.195 CALAMOS MARKET NEUTRAL INCOME FD CL I   2024-02-12 2024-09-30
374.486 MACQUARIE EMERGING MARKETS FD CL INSTL   2022-01-04 2024-03-28
504.31 MACQUARIE EMERGING MARKETS FD CL INSTL   2022-01-04 2024-06-06
1738.418 MACQUARIE EMERGING MARKETS FD CL INSTL   2024-02-12 2024-08-23
1118.294 MACQUARIE EMERGING MARKETS FD CL INSTL   2022-01-04 2024-08-23
221.471 MACQUARIE EMERGING MARKETS FD CL INSTL   2024-02-12 2024-09-30
147.655 MACQUARIE EMERGING MARKETS FD CL INSTL   2024-02-12 2024-09-30
869.845 MACQUARIE SMALL CAP CORE FUND CL INSTL   2024-02-12 2024-03-28
1171.4 MACQUARIE SMALL CAP CORE FUND CL INSTL   2024-02-12 2024-06-06
5231.388 MACQUARIE SMALL CAP CORE FUND CL INSTL   2024-02-12 2024-08-23
1403.47 MACQUARIE SMALL CAP CORE FUND CL INSTL   2024-02-12 2024-08-23
343.009 MACQUARIE SMALL CAP CORE FUND CL INSTL   2024-02-12 2024-09-30
514.484 MACQUARIE SMALL CAP CORE FUND CL INSTL   2024-02-12 2024-09-30
10508.397 DOUBLELINE TOTAL RETURN BOND FUND CL I   2023-12-06 2024-01-08
2007.302 DOUBLELINE TOTAL RETURN BOND FUND CL I   2024-02-12 2024-03-28
18869.622 DOUBLELINE TOTAL RETURN BOND FUND CL I   2024-02-12 2024-06-06
12559.654 DOUBLELINE TOTAL RETURN BOND FUND CL I   2023-12-06 2024-06-06
406.014 EATON VANCE ATL CAPITAL SELECT EQUITY FD CL I   2024-02-12 2024-03-28
546.767 EATON VANCE ATL CAPITAL SELECT EQUITY FD CL I   2024-02-12 2024-06-06
3097.228 EATON VANCE ATL CAPITAL SELECT EQUITY FD CL I   2024-02-12 2024-08-23
65.652 EATON VANCE ATL CAPITAL SELECT EQUITY FD CL I   2019-03-15 2024-09-30
160.087 EATON VANCE ATL CAPITAL SELECT EQUITY FD CL I   2019-03-15 2024-09-30
174.465 EATON VANCE ATL CAPITAL SELECT EQUITY FD CL I   2024-02-12 2024-09-30
248.219 POLEN GROWTH FUND CL INSTL   2024-02-12 2024-03-28
334.271 POLEN GROWTH FUND CL INSTL   2024-02-12 2024-06-06
1893.326 POLEN GROWTH FUND CL INSTL   2024-02-12 2024-08-23
97.881 POLEN GROWTH FUND CL INSTL   2019-03-15 2024-09-30
32.152 POLEN GROWTH FUND CL INSTL   2019-03-15 2024-09-30
114.661 POLEN GROWTH FUND CL INSTL   2024-02-12 2024-09-30
1861.437 NATIXIS GATEWAY FUND CL Y   2023-11-28 2024-01-08
436.671 NATIXIS GATEWAY FUND CL Y   2024-02-12 2024-03-28
588.15 NATIXIS GATEWAY FUND CL Y   2024-02-12 2024-06-06
3331.465 NATIXIS GATEWAY FUND CL Y   2024-02-12 2024-08-23
188.689 NATIXIS GATEWAY FUND CL Y   2024-02-12 2024-09-30
172.213 NATIXIS GATEWAY FUND CL Y   2024-01-29 2024-09-30
69.616 NATIXIS GATEWAY FUND CL Y   2024-01-29 2024-09-30
1158. ISHARES MBS ETF   2024-06-06 2024-08-23
60. ISHARES MBS ETF   2024-06-06 2024-09-30
90. ISHARES MBS ETF   2024-06-06 2024-09-30
528. ISHARES US TREASURY BOND ETF   2024-01-29 2024-03-28
5484. ISHARES US TREASURY BOND ETF   2024-02-12 2024-06-06
2768. ISHARES US TREASURY BOND ETF   2024-01-29 2024-06-06
2104. JANUS HENDERSON AAA CLO ETF   2024-06-06 2024-08-23
109. JANUS HENDERSON AAA CLO ETF   2024-06-06 2024-09-30
163. JANUS HENDERSON AAA CLO ETF   2024-06-06 2024-09-30
345.802 MFS INTL INTRINSIC VALUE FUND CL I   2024-02-12 2024-03-28
465.752 MFS INTL INTRINSIC VALUE FUND CL I   2024-02-12 2024-06-06
2638.31 MFS INTL INTRINSIC VALUE FUND CL I   2024-02-12 2024-08-23
38.358 MFS INTL INTRINSIC VALUE FUND CL I   2023-12-20 2024-09-30
12.629 MFS INTL INTRINSIC VALUE FUND CL I   2023-12-20 2024-09-30
85.38 MFS INTL INTRINSIC VALUE FUND CL I   2023-12-20 2024-09-30
146.279 MFS INTL INTRINSIC VALUE FUND CL I   2024-02-12 2024-09-30
58.259 MFS INTL INTRINSIC VALUE FUND CL I   2023-12-20 2024-09-30
170.105 NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL   2022-12-16 2024-03-28
229.114 NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL   2022-12-16 2024-06-06
628.751 NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL   2024-02-12 2024-08-23
669.084 NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL   2022-12-16 2024-08-23
67.081 NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL   2024-02-12 2024-09-30
100.616 NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL   2024-02-12 2024-09-30
1334.362 PGIM SHORT DUR HIGH YLD INCOME FD CL Z   2024-02-12 2024-03-28
12549.336 PGIM SHORT DUR HIGH YLD INCOME FD CL Z   2024-02-12 2024-06-06
8343.41 PGIM SHORT DUR HIGH YLD INCOME FD CL Z   2022-12-16 2024-06-06
3432.40293 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2023-10-10 2024-01-08
2481.67207 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2023-10-10 2024-01-08
366.942 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2023-11-28 2024-01-08
1596.625 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2023-11-28 2024-03-28
2150.139 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2023-11-28 2024-06-06
3760.31 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2023-11-28 2024-08-23
8418.144 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2024-02-12 2024-08-23
944.349 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2024-02-12 2024-09-30
629.601 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I   2024-02-12 2024-09-30
2550. SPDR BLACKSTONE SENIOR LOAN ETF   2024-06-06 2024-08-23
198. SPDR BLACKSTONE SENIOR LOAN ETF   2024-06-06 2024-09-30
131. SPDR BLACKSTONE SENIOR LOAN ETF   2024-06-06 2024-09-30
15000. U.S. TREASURY BILL ZERO% MAY 16 2024   2023-11-28 2024-04-03
100000. U.S. TREASURY BILL   2023-11-28 2024-01-08
100000. U.S. TREASURY BILL   2023-11-28 2024-01-08
15000. U.S. TREASURY BILL   2024-02-12 2024-04-03
237000. U.S. TREASURY BILL ZERO% AUG 06 2024   2024-05-20 2024-06-06
104. VANGUARD DIVIDEND APPRECIATION ETF   2015-12-08 2024-01-08
26. VANGUARD DIVIDEND APPRECIATION ETF   2015-10-09 2024-01-08
1232. VANGUARD DIVIDEND APPRECIATION ETF   2016-03-24 2024-01-08
8. VANGUARD DIVIDEND APPRECIATION ETF   2015-12-02 2024-01-08
559. VANGUARD DIVIDEND APPRECIATION ETF   2015-10-09 2024-01-29
359. VANGUARD DIVIDEND APPRECIATION ETF   2015-10-09 2024-02-02
115. VANGUARD DIVIDEND APPRECIATION ETF   2024-02-12 2024-03-28
155. VANGUARD DIVIDEND APPRECIATION ETF   2024-02-12 2024-06-06
877. VANGUARD DIVIDEND APPRECIATION ETF   2024-02-12 2024-08-23
45. VANGUARD DIVIDEND APPRECIATION ETF   2015-10-09 2024-09-30
18. VANGUARD DIVIDEND APPRECIATION ETF   2015-10-09 2024-09-30
50. VANGUARD DIVIDEND APPRECIATION ETF   2024-02-12 2024-09-30
83. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-09-09 2024-01-08
2380. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-12-29 2024-01-08
2189. VANGUARD FTSE DEVELOPED MARKETS ETF   2023-11-28 2024-01-08
319. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-11-23 2024-01-29
182. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-11-29 2024-01-29
383. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-11-28 2024-01-29
206. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-11-30 2024-01-29
53. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-09-09 2024-01-29
485. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-04-30 2024-01-29
1829. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-04-30 2024-02-02
337. VANGUARD FTSE DEVELOPED MARKETS ETF   2024-02-12 2024-03-28
453. VANGUARD FTSE DEVELOPED MARKETS ETF   2024-02-12 2024-06-06
2568. VANGUARD FTSE DEVELOPED MARKETS ETF   2024-02-12 2024-08-23
104. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-03-24 2024-09-30
55. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-04-30 2024-09-30
144. VANGUARD FTSE DEVELOPED MARKETS ETF   2024-02-12 2024-09-30
29. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-04-30 2024-09-30
720. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-12-29 2024-01-08
113. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-11-28 2024-01-08
102. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-11-30 2024-01-08
85. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-11-29 2024-01-08
11. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-11-23 2024-01-08
103. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2015-10-09 2024-01-29
203. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-11-23 2024-01-29
243. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2015-10-09 2024-02-02
68. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-03-24 2024-02-02
98. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2024-02-12 2024-03-28
132. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2024-02-12 2024-06-06
749. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2024-02-12 2024-08-23
39. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-03-24 2024-09-30
15. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2016-03-24 2024-09-30
43. VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS   2024-02-12 2024-09-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 44,446   46,104 -1,658
b 26,681   27,676 -995
c 2,252   2,236 16
d 15,867   16,220 -353
e 24,705   24,231 474
141,848   137,248 4,600
7,383   7,095 288
11,074   10,643 431
7,988   9,190 -1,202
11,115   12,376 -1,261
39,062   34,490 4,572
25,128   27,443 -2,315
5,047   4,394 653
3,365   2,929 436
24,747   24,034 713
32,811   32,366 445
158,773   144,543 14,230
42,595   38,778 3,817
10,475   9,477 998
15,712   14,215 1,497
92,264   91,108 1,156
17,504   17,504  
163,977   164,543 -566
109,143   108,892 251
14,336   13,752 584
18,776   18,519 257
113,390   104,903 8,487
2,419   1,509 910
5,898   3,679 2,219
6,427   5,909 518
11,383   11,339 44
14,922   15,270 -348
86,676   86,487 189
4,607   2,842 1,765
1,513   934 579
5,397   5,238 159
75,314   74,029 1,285
18,532   18,135 397
25,373   24,426 947
149,450   138,356 11,094
8,563   7,836 727
7,815   7,075 740
3,159   2,860 299
110,493   106,634 3,859
5,756   5,525 231
8,649   8,288 361
11,996   12,038 -42
124,099   124,322 -223
62,638   63,110 -472
106,996   106,631 365
5,548   5,524 24
8,295   8,261 34
14,911   13,898 1,013
20,670   18,719 1,951
121,494   106,034 15,460
1,788   1,528 260
589   503 86
3,980   3,402 578
6,820   5,879 941
2,716   2,321 395
7,466   7,201 265
10,186   9,698 488
29,325   25,999 3,326
31,206   28,322 2,884
3,212   2,774 438
4,817   4,160 657
11,129   11,089 40
104,159   104,285 -126
69,250   67,832 1,418
38,065   40,502 -2,437
27,522   29,284 -1,762
4,069   4,194 -125
18,888   18,249 639
25,565   24,576 989
42,492   42,980 -488
95,125   96,051 -926
10,662   10,775 -113
7,108   7,184 -76
106,319   106,628 -309
8,266   8,279 -13
5,472   5,478 -6
14,635   14,635  
99,388   99,374 14
98,473   98,473  
14,759   14,758 1
234,349   234,349  
17,547   8,180 9,367
4,387   2,009 2,378
207,862   98,560 109,302
1,350   637 713
96,701   43,199 53,502
62,415   27,743 34,672
20,998   20,176 822
28,130   27,193 937
169,642   153,861 15,781
8,887   3,478 5,409
3,551   1,391 2,160
9,865   8,772 1,093
3,931   3,002 929
112,721   86,748 25,973
103,675   99,994 3,681
15,120   11,409 3,711
8,627   6,524 2,103
18,154   13,741 4,413
9,764   7,422 2,342
2,512   1,917 595
22,989   17,281 5,708
86,847   65,167 21,680
16,899   16,095 804
23,180   21,635 1,545
134,129   122,648 11,481
5,499   3,661 1,838
2,914   1,960 954
7,630   6,877 753
1,533   1,033 500
168,688   83,288 85,400
26,475   12,910 13,565
23,897   11,647 12,250
19,915   9,676 10,239
2,577   1,252 1,325
24,961   10,670 14,291
49,195   23,103 26,092
59,313   25,172 34,141
16,598   6,998 9,600
25,486   24,435 1,051
34,757   32,913 1,844
207,881   186,756 21,125
11,005   4,014 6,991
4,224   1,544 2,680
12,109   10,722 1,387
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
      15,526
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,658
b       -995
c       16
d       -353
e       474
      4,600
      288
      431
      -1,202
      -1,261
      4,572
      -2,315
      653
      436
      713
      445
      14,230
      3,817
      998
      1,497
      1,156
       
      -566
      251
      584
      257
      8,487
      910
      2,219
      518
      44
      -348
      189
      1,765
      579
      159
      1,285
      397
      947
      11,094
      727
      740
      299
      3,859
      231
      361
      -42
      -223
      -472
      365
      24
      34
      1,013
      1,951
      15,460
      260
      86
      578
      941
      395
      265
      488
      3,326
      2,884
      438
      657
      40
      -126
      1,418
      -2,437
      -1,762
      -125
      639
      989
      -488
      -926
      -113
      -76
      -309
      -13
      -6
       
      14
       
      1
       
      9,367
      2,378
      109,302
      713
      53,502
      34,672
      822
      937
      15,781
      5,409
      2,160
      1,093
      929
      25,973
      3,681
      3,711
      2,103
      4,413
      2,342
      595
      5,708
      21,680
      804
      1,545
      11,481
      1,838
      954
      753
      500
      85,400
      13,565
      12,250
      10,239
      1,325
      14,291
      26,092
      34,141
      9,600
      1,051
      1,844
      21,125
      6,991
      2,680
      1,387
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 672,088
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 17,650
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 17,650
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 17,650
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 15,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 150
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 arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 arrowDE
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 arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LUCY M GUFFEY PRESIDENT/DIRECTOR
1 		0    
62 BEACH STREET PHA
NEW YORK,NY10013
HAMISH BURT DIRECTOR
1 		0    
860 WASHINGTON ST 6TH FL
NEW YORK,NY10014
MIRANDA SUN TREASURER/DIRECTOR
1 		0    
860 WASHINGTON ST 6TH FL
NEW YORK,NY10014
JOSHUA HARRIS DIRECTOR
1 		0    
409 53RD ST
VIRGINIA BEACH,VA23451
LAWRENCE GUFFEY DIRECTOR
1 		0    
860 WASHINGTON ST 6TH FL
NEW YORK,NY10014
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right 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
8,950,443
b
Average of monthly cash balances.......................
1b
823,166
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,773,609
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
9,773,609
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
146,604
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,627,005
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
481,350
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
481,350
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,650
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,650
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
463,700
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
463,700
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
463,700
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
5,032,760
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
5,032,760
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 7 463,700
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 57,163
e From 2023...... 1,613,420
f Total of lines 3a through e ........ 1,670,583
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,032,760
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 463,700
e Remaining amount distributed out of corpus 4,569,060
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,239,643
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,239,643
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 57,163
d Excess from 2023.... 1,613,420
e Excess from 2024.... 4,569,060
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).)
LAWERENCE HALL GUFFEY
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.
NONE
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

VILLAGE GROUP

PO BOX 700
GEORGETOWN,SC29442 		N/A PC UNRESTRICTED GENERAL 2,500

PLANNED PARENTHOOD

123 WILLIAM ST 10 FL
NEW YORK,NY10038 		N/A PC UNRESTRICTED GENERAL 10,000

FRESH AIR FUND

633 THIRD AVENUE
NEW YORK,NY10017 		N/A PC SUPPORT 2018 FALL BENEFIT 10,000

JUNIOR ACHIEVEMENT OF NEW YORK

200 W 41ST STREET 800
NEW YORK,NY10036 		N/A PC UNRESTRICTED GENERAL 1,000

METANOIA

2005 REYNOLDS AVENUE
NORTH CHARLESTON,SC29405 		N/A PC UNRESTRICTED GENERAL 50,000

INTERNATIONAL AFRICAN AMERICAN MUSEUM

10 WHARFSIDE STREET
CHARLESTON,SC294011596 		N/A PC UNRESTRICTED GENERAL 250,000

CHARLESTON PARKS CONSERVANCY

PO BOX 31187
CHARLESTON,SC29417 		N/A PC UNRESTRICTED GENERAL 5,000

COLLEGE OF CHARLESTON FOUNDATION

1508 E BELTLINE ROAD STE 104
CARROLLTON,TX75006 		N/A PC UNRESTRICTED GENERAL 333,333

NORFOLK STATE UNIVERSITY FOUNDATION

700 PARK AVENUE
NORFOLK,VA23504 		N/A PC UNRESTRICTED GENERAL 5,000

CHARLESTON WATERKEEPER

514 MILL STREET SUITE E
MOUNT PLEASANT,SC29464 		N/A PC UNRESTRICTED GENERAL 5,000

KIDS ON POINT

PO BOX 22731
CHARLESTON,SC29413 		N/A PC UNRESTRICTED GENERAL 50,000

PORTER-GAUD FOUNDATION

300 ALBEMARLE ROAD
CHARLESTON,SC294077524 		N/A PC UNRESTRICTED GENERAL 1,321,450

CAROLINA ABORTION FUND

PO BOX 51534
DURHAM,NC27717 		N/A PC UNRESTRICTED GENERAL 5,000

BIRTHDAY BUDS

923 OSCEOLA AVENUE
SULLVIVANS ISLAND,SC29482 		N/A PC UNRESTRICTED GENERAL 5,000

DRAYTON HALL PRES TRUST

3380 ASHLEY RIVER RD
CHARLESTON,SC29414 		N/A PC UNRESTRICTED GENERAL 10,000

OPEN SPACE INSTITUTE INC

1370 BROADWAY 5TH FLOOR
NEW YORK,NY100187799 		N/A PC UNRESTRICTED GENERAL 15,000

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT STREET 400
CHARLOTTESVILLE,VA22902 		N/A PC UNRESTRICTED GENERAL 10,000

CAPE HENRY COLLEGIATE SCHOOL

1320 MILL DAM RD
VIRGINIA BEACH,VA23454 		N/A PC UNRESTRICTED GENERAL 5,000

RECTOR & VISITORS OF THE UNIVERSITY
OF VIRGINIA
1001 NORTH EMMET STREET
CHARLOTTESVILLE,VA229044194 		N/A PC UNRESTRICTED GENERAL 5,000

OCEAN PARK VOLUNTEER FIRE AND RESCUE

PO BOX 5545
VIRGINIA BEACH,VA23455 		N/A PC UNRESTRICTED GENERAL 5,000

ASHLEY HALL FOUNDATION

172 RUTLEDGE AVENUE
CHARLESTON,SC294035821 		N/A PC UNRESTRICTED GENERAL 1,120,000

CHARLESTON LIBRARY SOCIETY

164 KING STREET
CHARLESTON,SC29401 		N/A PC UNRESTRICTED GENERAL 10,000

CAROLINA ART ASSOCIATION

135 MEETING STREET
CHARLESTON,SC29401 		N/A PC UNRESTRICTED GENERAL 10,000

SOUTH CAROLINA HISTORICAL SOCIETY

100 MEETING STREET
CHARLESTON,SC29401 		N/A PC UNRESTRICTED GENERAL 2,500

COMMUNITIES IN SCHOOLS OF SOUTH
CAROLINA
1691 TURNBULL AVE SUITE 200
NORTH CHARLESTON,SC29405 		N/A PC UNRESTRICTED GENERAL 20,000

PRESERVATION SOCIETY OF CHARLESTON

147 KING STREET
CHARLESTON,SC294012221 		N/A PC UNRESTRICTED GENERAL 10,000

MIDDLETON PLACE FDN

4300 ASHLEY RIVER ROAD
CHARLESTON,SC29414 		N/A PC UNRESTRICTED GENERAL 10,000

SPOLETO FESTIVAL USA INC

14 GEORGE STREET
CHARLESTON,SC29401 		N/A PC UNRESTRICTED GENERAL 10,000

CHARLESTON STAGE COMPANY

PO BOX 356
CHARLESTON,SC29402 		N/A PC UNRESTRICTED GENERAL 1,720

MT PLEASANT SOCCER BOOSTER CLUB

PO BOX 946
MT PLEASANT,SC29465 		N/A PC UNRESTRICTED GENERAL 2,500

LOW COUNTRY LAND TRUST INC

635 RUTLEDGE AVE SUITE 107
CHARLESTON,SC29401 		N/A PC UNRESTRICTED GENERAL 5,000

SOUTH CARLONIA COASTAL CONSERVATION
LEAGUE INC
131 SPRING STRETT SUITE A
CHARLESTON,SC29403 		N/A PC UNRESTRICTED GENERAL 5,000

DEE NORTON CHILD ADVOCACY CENTER

1061 KING STREET
CHARLESTON,SC294033708 		N/A PC UNRESTRICTED GENERAL 50,000

SOUTH CAROLINA AQUARIUM

100 AQUARIUM WHARF
CHARLESTON,SC29401 		N/A PC UNRESTRICTED GENERAL 1,000

WINGS FOR KIDS

476 MEETING STREET STE E
CHARLESTON,SC29403 		N/A PC UNRESTRICTED GENERAL 50,000

AMERICAN COLLEGE OF THE BUILDING ARTS

649 MEETING STREET
CHARLESTON,SC29403 		N/A PC UNRESTRICTED GENERAL 1,000

CHARLESTON SYMPHONY ORCHESTRA

PO BOX 30818
CHARLESTON,SC29417 		N/A PC UNRESTRICTED GENERAL 2,500

THE CHARLESTON MUSEUM

360 MEETING STREET
CHARLESTON,SC29403 		N/A PC UNRESTRICTED GENERAL 5,000

HISTORIC CHARLESTON FOUNDATION

PO BOX 1120
CHARLESTON,SC294021120 		N/A PC UNRESTRICTED GENERAL 10,000

THE NEMOURS FOUNDATION

10140 CENTURION PARKWAY N
JACKSONVILLE,FL32256 		N/A PC UNRESTRICTED GENERAL 163,914

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104 		N/A PC UNRESTRICTED GENERAL 10,000

WILLIAM MARSH RICE UNIVERSITY

6100 MAIN STREET
HOUSTON,TX770051827 		N/A PC UNRESTRICTED GENERAL 1,200,000

CHARLESTON PROMISE NEIGHBORHOOD

66 COLUMBUS STREET SUITE 153
CHARLESTON,SC29403 		N/A PC UNRESTRICTED GENERAL 40,000

WOMENS RIGHTS AND EMPOWERMENT
NETWORK
1501 MAIN ST NO 130
COLUMBIA,SC29201 		N/A PC UNRESTRICTED GENERAL 10,000

CHARLESTON LITERARY FESTIVAL

PO BOX 1825
CHARLESTON,SC29402 		N/A PC UNRESTRICTED GENERAL 5,000

COMPASS COLLEGIATE ACADEMY

34 RACE STREET
CHARLESTON,SC29403 		N/A PC UNRESTRICTED GENERAL 75,000

WARRIORS HEALING NETWORK

105 FOX AND HOUND CT
RAVENEL,SC29470 		N/A PC UNRESTRICTED GENERAL 1,000

GAILLARD PERFORMANCE HALL FDN

40 CALHOUN ST NO 230
CHARLESTON,SC29401 		N/A PC UNRESTRICTED GENERAL 10,000

DOORS TO FREEDOM

1317-M NORTH MAIN STREET
SUMMERVILLE,SC29483 		N/A PC UNRESTRICTED GENERAL 10,000

THE JAHANGIR RAHMAN AND LAUREN
SHAFFER FDN
C/O RAHMAN 21 WEST 101ST APT 5G
NEW YORK,NY10025 		N/A PC FBO PS 91X PROGRAMS IN 50,000

NEW MORNING

1501 MAIN STREET STE 150
COLUMBIA,SC29201 		N/A PC UNRESTRICTED GENERAL 15,000
Total .................................right arrow 3a 5,019,417
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 ........... 		         
4 Dividends and interest from securities ....     14 94,664  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 672,088  
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) ..   766,752  
13Total. Add line 12, columns (b), (d), and (e)..................
13
766,752
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
GUFFEY FAMILY FOUNDATION
 
Employer identification number

46-4345106
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
GUFFEY FAMILY FOUNDATION
  		Employer identification number
46-4345106
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LAWRENCE H GUFFEY 2015 CLAT
PO BOX 1501
 
PENNINGTON, NJ08534

$ 53,099


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
GUFFEY FAMILY FOUNDATION
  		Employer identification number

46-4345106
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
GUFFEY FAMILY FOUNDATION
  		Employer identification number

46-4345106
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

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

TY 2024 ExpenditureResponsibilityStmt
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
THE JAHANGIR RAHMAN AND LAUREN SHAFFER FDN
  		21 WEST 101ST APT 5G
NEW YORK,NY10025 		2024-07-23 50,000 ACADEMIC SHOLARSHIP, CHESS IN SCHOOLS, YOUNG PEOPLES CHORUS, DANCING CLASSROOM, AND UPTOWN SOCCER 50,000        

TY 2024 InvestmentsGovtObligationsSch
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
921908844 VANGUARD DIVIDEND AP AT COST 49,322 128,464
367829884 NATIXIS GATEWAY FUND AT COST 80,594 115,127
922908769 VANGUARD TOTAL STOCK AT COST 57,634 162,294
55273E822 MFS INTERNATIONAL VA AT COST 65,157 85,282
921943858 VANGUARD FTSE DEVELO AT COST 67,478 91,671
6AQH70000 DIAMETER ONSHORE FUN AT COST 4,597,121 4,504,993
360873657 POLEN GROWTH FUND AT COST 41,068 66,340
277902458 EATON VANCE ATL CAPI AT COST 53,152 83,220
128119880 CALAMOS MARKET NEUTR AT COST 97,746 106,883
24610B859 DELAWARE SMALL CAP C      
INVESTMENT OPPS AT COST 1,199,014 1,932,524
245914817 DELAWARE EMERGING MA      
74442J307 PGIM SHORT DURATION      
641224787 NEUBERGER BERMAN LAR AT COST 40,077 43,469
258620103 DOUBLELINE TOTAL RET      
74925K367 ABBEY CAPITAL FUTURE AT COST 103,420 100,153
ISHARES MBS ETF AT COST 109,954 109,099
JANUS HENDERSON AAA AT COST 110,030 110,041
MACQUARIE EMERGING AT COST 42,332 44,264
MACQUARRIE SMALL CAP CORE AT COST 124,023 150,608
SPDR BLACKSTONE SENIOR AT COST 108,771 108,498

TY 2024 LegalFeesSchedule
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 3,862     3,862


TY 2024 OtherDecreasesSchedule
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Description Amount
INCOME ADJUSTMENT 606


TY 2024 OtherExpensesSchedule
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM PARTNERSHIP/S-CORP   179,965   0


TY 2024 OtherIncomeSchedule2
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP   695,896  


TY 2024 OtherIncreasesSchedule
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Description Amount
COST ADJUSTMENT 342,930
PARTNERSHIP BASIS ADJUSTMENT 2,516,751


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TY 2024 OtherNotesLoansRcvblLongSch
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
GBSC FOUNDATION   3,000,000   2023-09 2024-02   0 %        

TY 2024 OtherProfessionalFeesSchedule
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 20,577 12,346   8,231


TY 2024 TaxesSchedule
Name:
GUFFEY FAMILY FOUNDATION
EIN:
46-4345106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 400 400   0
EXCISE TAX ESTIMATES 15,500 0   0
FOREIGN TAXES ON NONQUALIFIED 140 140   0