Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Big D Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1700 Sonoma Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Albany, CA94706
A Employer identification number

26-0726380
B Telephone number (see instructions)

(510) 528-4213
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,830,281J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 23,209 23,209  
4 Dividends and interest from securities... 92,229 92,229  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,428
b Gross sales price for all assets on line 6a 2,085,109
7 Capital gain net income (from Part IV, line 2)... 25,428
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 140,866 140,866  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,950 295   2,655
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
26,307 26,307   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,062 2,062   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25 0   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,344 28,664   2,680
25 Contributions, gifts, grants paid....... 175,000 175,000
26 Total expenses and disbursements. Add lines 24 and 25 206,344 28,664   177,680
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,478
b Net investment income (if negative, enter -0-) 112,202
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 50,097 83,033 83,033
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 562,512 Click to see attachment
List of Attached Documents:
// Content
363,633 		363,633
b Investments—corporate stock (attach schedule)....... 2,476,199 Click to see attachment
List of Attached Documents:
// Content
2,845,697 		2,845,697
c Investments—corporate bonds (attach schedule)....... 683,631 Click to see attachment
List of Attached Documents:
// Content
537,918 		537,918
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,772,439 3,830,281 3,830,281
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,772,439 3,830,281
29 Total net assets or fund balances (see instructions)..... 3,772,439 3,830,281
30 Total liabilities and net assets/fund balances (see instructions). 3,772,439 3,830,281
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,772,439
2
Enter amount from Part I, line 27a .....................
2
-65,478
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
123,320
4
Add lines 1, 2, and 3 ..........................
4
3,830,281
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,830,281
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P 2023-12-31 2024-12-31
b Publicly Traded Securities P 2024-01-01 2024-12-31
c Capital Gains Dividends P    
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 1,187,225   1,182,060 5,165
b 896,257   877,621 18,636
c 1,627     1,627
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       5,165
b       18,636
c       1,627
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 25,428
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,560
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,560
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,560
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,699
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,699
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,139
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,139 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
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 arrowCT, CA
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 arrowN/A
14
The books are in care ofright arrowKent C Kendall Telephone no.right arrow (510) 528-4213

Located atright arrow1700 Sonoma AvenueAlbanyCA ZIP+4right arrow94706
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)
Yes
 
(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
 
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
Kent C Kendall Trustee
1.00 		0 0 0
1700 Sonoma Avenue
Albany,CA94706
Lilah Kendall Trustee
1.00 		0 0 0
1700 Sonoma Avenue
Albany,CA94706
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,748,406
b
Average of monthly cash balances.......................
1b
73,222
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,821,628
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,821,628
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
57,324
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,764,304
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
188,215
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
188,215
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,560
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,560
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
186,655
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
186,655
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
186,655
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
177,680
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
177,680
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 7 186,655
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 172,259
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 177,680
a Applied to 2023, but not more than line 2a 172,259
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..... 5,421
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		181,234
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

The Medical University of South Carolina Foundation

18 Bee Street MSC 450
Charleston,SC29425 		N/A PC EDS Research in Regenerative Medicine 175,000
Total .................................right arrow 3a 175,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 23,209  
4 Dividends and interest from securities ....     14 92,229  
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 25,428  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 140,866 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
140,866
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 2,950 295   2,655

TY 2024 InvestmentsCorpBondsSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Name of Bond End of Year Book Value End of Year Fair Market Value
759.000 units JPST 38,231 38,231
27000 units AT&T 1.7% 26,044 26,044
19000 units Oracle Corp 1.65% 18,319 18,319
27000 units Bank of America 1.197% 26,231 26,231
26000 units Goldman Sachs 1.431% 24,959 24,959
27000 units Bank of America 1.658% 26,016 26,016
10000 units BP Capital Markets 3.588% 9,778 9,778
17000 units JP Morgan Chase 1.578% 16,318 16,318
36000 units Citigroup 1.462% 34,276 34,276
17000 units JP Morgan Chase 1.47% 16,083 16,083
26000 units Goldman Sachs 1.948% 24,668 24,668
19000 units Philip Morris 4.875% 18,994 18,994
12000 units Astrazeneca Finance 4.850% 12,025 12,025
10000 units CVS Health Corp 5.400% 10,013 10,013
23000 units Accenture Capital 4.050% 22,332 22,332
14000 units Amgen 2.45% 12,376 12,376
9000 units Oracle Corp 2.95% 8,134 8,134
5000 units Equinor ASA 3.125% 4,612 4,612
26000 units Shell International 2.75% 23,459 23,459
18000 units Equinor ASA 2.375% 15,982 15,982
20000 units Astrazeneca 1.375% 16,654 16,654
19000 units Blackrock Inc 1.9% 16,018 16,018
9000 units AT&T 2.25% 7,446 7,446
8000 units Goldman Sachs Group 2.383% 6,676 6,676
14000 units Citigroup Inc 2.52% 11,673 11,673
17000 units JP Morgan Chase 2.545% 14,343 14,343
31000 units US Bancorp 2.677% 26,169 26,169
19000 units Philip Morris 5.250% 18,811 18,811
8000 units Comcast Corp 5.300% 7,999 7,999
20000 units BP Capital Markets America 5.227% 19,709 19,709
Accrued interest - corporate bonds 3,570 3,570

TY 2024 InvestmentsCorpStockSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Name of Stock End of Year Book Value End of Year Fair Market Value
55.991 units ABBNY 3,031 3,031
5.002 units ACN 1,759 1,759
7.848 units ADDYY 962 962
16.050 units ADBE 7,137 7,137
14.129 units AEIS 1,634 1,634
8.412 units AGYS 1,108 1,108
53.294 units AAGIY 1,545 1,545
54.561 units AIQUY 1,773 1,773
43.145 units ABNB 1,093 1,093
43.145 units EADSY 1,729 1,729
161.000 units AKZOY 3,221 3,221
77.082 units ALC 6,543 6,543
8.926 units ALGT 840 840
30.012 units ALIZY 920 920
13.181 units GOOGL 2,495 2,495
2234.000 units ALSMY 4,988 4,988
41.066 units AMADY 2,900 2,900
42.820 units AMZN 9,394 9,394
65.748 units AIG 4,786 4,786
37.724 units AWK 4,696 4,696
14.512 units AMP 7,726 7,726
29.266 units ABCB 1,831 1,831
21.419 units AMGN 5,582 5,582
74.449 units BUD 3,728 3,728
17.298 units ANSS 5,835 5,835
25.790 units AAPL 6,458 6,458
73.952 units MT 1,711 1,711
4.244 units ASHTY 1,037 1,037
6.862 units ASML 4,756 4,756
4.581 units AZPN 1,143 1,143
92.213 units AZN 6,042 6,042
39.210 units ATO 5,461 5,461
44.541 units AXAHY 1,583 1,583
24.207 units AZEK 1,149 1,149
25.452 units AZTA 1,273 1,273
11.292 units BMRRY 205 205
1.950 units BMI 413 413
23.705 units BAESY 1,364 1,364
6.402 units BCPC 1,043 1,043
192.000 units BBD 367 367
402.000 units BCS 5,343 5,343
41.900 units GOLD 650 650
3.513 units BGNE 649 649
81.441 units BKGFY 796 796
13.652 units BERY 883 883
8.699 units BHP 425 425
34.328 units TECH 2,473 2,473
29.982 units BX 5,170 5,170
50.392 units BNPQY 1,545 1,545
133.000 units BP 3,931 3,931
66.928 units BTI 2,431 2,431
3.919 units CACI 1,584 1,584
14.401 units CNI 1,462 1,462
49.473 units CP 3,580 3,580
53.615 units CGEMY 1,740 1,740
33.400 units COF 5,956 5,956
3.516 units CSL 1,297 1,297
44.351 units CABGY 850 850
365.000 units CRRFY 1,038 1,038
14.806 units CWST 1,567 1,567
5.022 units CASY 1,990 1,990
133.000 units CCCS 1,560 1,560
20.306 units CHRW 2,098 2,098
6.293 units CHKP 1,175 1,175
2.415 units CHE 1,279 1,279
8.647 units CHRD 1,011 1,011
39.616 units CHGCY 882 882
12.852 units CHDN 1,716 1,716
26.292 units CIVI 1,206 1,206
9.154 units CLH 2,107 2,107
83.242 units KO 5,183 5,183
0.559 units COKE 704 704
35.725 units CBSH 2,226 2,226
144.000 units CODYY 2,556 2,556
27.144 units CMPGY 905 905
14.967 units STZ 3,308 3,308
118.000 units CTVA 6,721 6,721
160.000 units CTRA 4,086 4,086
17.292 units CR 2,624 2,624
24.566 units CXT 1,430 1,430
24.346 units CFR 3,268 3,268
62.066 units DSNKY 1,719 1,719
76.014 units DKILY 903 903
23.643 units DHR 5,427 5,427
164.000 units DANOY 2,212 2,212
15.899 units DBSDY 2,038 2,038
30.327 units DSGX 3,445 3,445
67.658 units DB 1,154 1,154
74.556 units DTEGY 2,230 2,230
20.778 units DEO 2,642 2,642
55.018 units DNBBY 1,099 1,099
73.009 units DRPRY 442 442
15.278 units DSDVY 1,622 1,622
5.927 units EXP 1,463 1,463
6.257 units ETN 2,077 2,077
23.771 units ECL 5,570 5,570
88.180 units ESI 2,242 2,242
2.488 units LLY 1,921 1,921
3.636 units EME 1,650 1,650
15.656 units EHC 1,446 1,446
380.000 units ENLAY 2,709 2,709
83.914 units ENGIY 1,330 1,330
12.451 units NPO 2,147 2,147
113.000 units EPOKY 1,969 1,969
2.250 units EQIX 2,376 2,376
50.511 units ELS 3,364 3,364
20.546 units ESLOY 2,506 2,506
7.459 units EVVTY 576 576
206.000 units FANUY 2,736 2,736
2.057 units RACE 874 874
30.219 units FR 1,515 1,515
21.582 units FIVN 877 877
13.983 units FOXF 423 423
174.000 units FJTSY 3,099 3,099
17.806 units GD 4,692 4,692
32.067 units GMAB 669 669
44.710 units GNTX 1,285 1,285
42.332 units GIL 1,992 1,992
18.305 units GVDNY 1,602 1,602
36.209 units GBCI 1,818 1,818
8.791 units GLOB 1,885 1,885
27.914 units GMED 2,309 2,309
39.884 units GPK 1,083 1,083
21.555 units GFF 1,536 1,536
80.404 units GSK 2,719 2,719
20.191 units GWRE 3,404 3,404
25.173 units HALO 1,204 1,204
34.295 units HWC 1,877 1,877
27.000 units HDLMY 667 667
43.275 units HEINY 1,539 1,539
6.280 units HESAY 1,510 1,510
40.388 units HTHIY 2,024 2,024
21.591 units HON 4,877 4,877
28.900 units HKXCY 1,097 1,097
5.295 units HOCPY 668 668
31.822 units HUBG 1,418 1,418
16.010 units IBDRY 882 882
2.136 units ICLR 448 448
37.867 units IMBBY 1,211 1,211
75.520 units IDEXY 1,941 1,941
76.535 units IFNNY 2,489 2,489
101.000 units ING 1,583 1,583
6.866 units PODD 1,793 1,793
4.340 units ICE 647 647
3.231 units INTU 2,031 2,031
4.630 units ISRG 2,417 2,417
13.566 units IRTC 1,223 1,223
22.226 units ITOCY 2,215 2,215
19.405 units ITT 2,773 2,773
8.050 units J 1,076 1,076
92.683 units JBAXY 1,200 1,200
2.882 units KAI 994 994
31.158 units KBR 1,805 1,805
207.000 units PPRUY 5,107 5,107
3.827 units KYCCF 1,572 1,572
181.000 units KGFHY 1,127 1,127
242.000 units KKPNY 881 881
106.000 units PHG 2,684 2,684
22.717 units LRLCY 1,608 1,608
4.831 units LSTR 830 830
82.508 units LGGNY 1,187 1,187
50.663 units LEN 6,909 6,909
8.711 units LNNGY 461 461
5.546 units LFUS 1,307 1,307
93.752 units LNSTY 3,313 3,313
19.259 units LOW 4,753 4,753
14.794 units LVMUY 1,947 1,947
9.198 units MMC 1,954 1,954
11.166 units MLM 5,767 5,767
5.884 units MARUY 896 896
13.807 units MAS 1,002 1,002
42.215 units MTDR 2,375 2,375
13.554 units MTRN 1,340 1,340
2.028 units MEDP 674 674
39.486 units MDT 3,154 3,154
48.333 units MRK 4,808 4,808
12.944 units META 7,579 7,579
260.000 units MGDDY 4,281 4,281
82.823 units MCHP 4,750 4,750
38.7121 units MSFT 16,317 16,317
300.000 units MUFG 3,516 3,516
8.516 units MOD 987 987
28.318 units MNST 1,488 1,488
5.940 units MORN 2,000 2,000
6.842 units MTUAY 1,141 1,141
129.000 units MURGY 1,301 1,301
136.000 units MRAAY 1,107 1,107
14.398 units NGG 856 856
201.000 units NWG 2,044 2,044
22.966 units NSRGY 1,898 1,898
5.377 units NTES 480 480
4.867 units NFLX 4,338 4,338
7.369 units NBIX 1,006 1,006
122.000 units NTDOY 1,785 1,785
40.318 units NCLTY 478 478
44.375 units NRILY 1,316 1,316
54.210 units NVO 4,663 4,663
81.755 units NVDA 10,979 10,979
6.992 units ONTO 1,165 1,165
28.383 units OSK 2,698 2,698
12.314 units PANW 2,241 2,241
14.278 units PH 9,081 9,081
26.389 units PYPL 2,252 2,252
22.861 units PNC 4,409 4,409
29.809 units PG 4,997 4,997
172.000 units PUK 2,742 2,742
20.862 units QTWO 2,100 2,100
21.514 units QGEN 958 958
37.277 units QCOM 5,726 5,726
41.618 units RPM 5,122 5,122
7.040 units RRC 2,106 2,106
350.000 units RBGLY 4,237 4,237
124.000 units RCRUY 1,759 1,759
78.829 units RELX 3,580 3,580
551.000 units RNECY 3,588 3,588
12.385 units RGEN 1,783 1,783
46.790 units REVG 1,491 1,491
93.963 units RHHBY 3,277 3,277
938.000 units RYCEY 6,680 6,680
15.229 units RTX 1,762 1,762
33.258 units RUSHA 1,822 1,822
21.244 units RWEOY 634 634
4.432 units SPGI 2,207 2,207
66.618 units SAFRY 3,658 3,658
10.210 units CRM 3,414 3,414
46.522 units SNY 2,244 2,244
32.189 units SAP 7,925 7,925
61.143 units SBCF 1,683 1,683
5.828 units SHW 1,981 1,981
74.992 units SHECY 1,264 1,264
17.112 units SHG 563 563
6.227 units SHOP 662 662
59.146 units SXYAY 1,408 1,408
46.174 units SLGN 2,403 2,403
8.635 units SLAB 1,073 1,073
6.499 units SSD 1,078 1,078
2.674 units SMECF 1,056 1,056
85.594 units SMCAY 1,693 1,693
35.704 units SNN 878 878
12.665 units SW 682 682
88.000 units SCGLY 495 495
51.924 units SDXAY 855 855
281.000 units SONY 5,946 5,946
23.384 units SSB 2,326 2,326
0.949 units SPOT 425 425
43.861 units STAG 1,483 1,483
66.422 units SCBFY 1,645 1,645
6.844 units SBUX 625 625
24.899 units SHOO 1,059 1,059
53.155 units SAUHY 670 670
5.316 units SYK 1,914 1,914
51.313 units SUM 2,596 2,596
47.356 units SZKMY 897 897
28.824 units TSM 5,692 5,692
34.221 units TAK 453 453
13.275 units TGT 1,795 1,795
107.000 units TTDKY 1,411 1,411
9.025 units TDY 4,189 4,189
56.970 units TCEHY 3,030 3,030
34.672 units TRUMY 676 676
6.009 units TSLA 2,427 2,427
12.518 units TXRH 2,259 2,259
7.741 units TFII 1,046 1,046
15.539 units ENSG 2,065 2,065
5.096 units TMO 2,651 2,651
12.079 units TKR 862 862
12.833 units TOELY 987 987
131.000 units TTE 7,140 7,140
43.652 units TRMB 3,084 3,084
107.000 units USB 5,118 5,118
26.649 units UBER 1,607 1,607
8.570 units UFPI 965 965
89.233 units UNICY 360 360
201.001 units UNCRY 4,009 4,009
7.688 units UNP 1,753 1,753
5.821 units UNH 2,945 2,945
9.518 units OLED 1,392 1,392
20.096 units USFD 1,356 1,356
25.331 units UOVEY 1,349 1,349
6.658 units VMI 2,042 2,042
36.670 units VCYT 1,452 1,452
121.000 units VZ 4,839 4,839
18.362 units V 5,803 5,803
2.503 units GWW 2,638 2,638
9.856 units WCN 1,691 1,691
6.009 units WAT 2,229 2,229
18.000 units WNS 853 853
8.189 units WDAY 2,113 2,113
59.133 units XEL 3,993 3,993
46.530 units XYL 5,398 5,398
9.074 units ZTS 1,478 1,478
1259.000 units MLPX 76,245 76,245
848.000 units IEFA 59,597 59,597
1242.000 units IEMG 64,857 64,857
193.000 units IVV 113,615 113,615
1617.000 units IUSG 225,329 225,329
1947.000 units IUSV 180,273 180,273
2560.405 units AHLYX 25,604 25,604
1992.199 units AHTYX 21,376 21,376
2738.042 units BILPX 27,380 27,380
1952.175 units BDMIX 26,354 26,354
4959.548 units BIMBX 50,091 50,091
2039.009 units DRRIX 31,217 31,217
1581.546 units CMNIX 23,612 23,612
1407.784 units CSSPX 71,853 71,853
774.112 units DHLSX 21,009 21,009
1855.962 units DEVDX 23,329 23,329
8504.000 units FCSPX 84,785 84,785
1427.000 units FHYSX 16,625 16,625
2624.000 units FIBPX 31,698 31,698
68938.000 units FMBPX 569,428 569,428
7303.547 units SEMNX 121,312 121,312
2798.102 units JDJIX 25,295 25,295
755.317 units JHEQX 25,016 25,016
1777.900 units LOTIX 19,468 19,468
1529.466 units NLSIX 28,677 28,677
6021.208 units PCRPX 78,517 78,517
2418.939 units PPCRX 23,173 23,173
5886.544 units PMZPX 54,274 54,274
1629.827 units TSIIX 18,482 18,482

TY 2024 InvestmentsGovtObligationsSch
Name:
The Big D Foundation
EIN:
26-0726380
US Government Securities - End of Year Book Value:

363,633
US Government Securities - End of Year Fair Market Value:

363,633
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherExpensesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
State Filing Fees 25 0   25


TY 2024 OtherIncreasesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Description Amount
Unrealized Gains on Investments 123,320


TY 2024 OtherProfessionalFeesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 26,307 26,307   0


TY 2024 TaxesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 2,062 2,062   0