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
KAUFMAN FAMILY FOUNDATION 16115009633
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 120
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWPORT, VT05855
A Employer identification number

03-6111428
B Telephone number (see instructions)

(802) 334-1677
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$19,893,663J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 434,081 434,081  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 587,439
b Gross sales price for all assets on line 6a 4,347,730
7 Capital gain net income (from Part IV, line 2)... 587,439
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).......      
12 Total. Add lines 1 through 11........ 1,021,520 1,021,520  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 69,645 41,787   27,858
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 900 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
41,868 10,405   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)....... Click to see attachment
List of Attached Documents:
// Content
30 30    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 112,443 53,122 0 27,858
25 Contributions, gifts, grants paid....... 908,000 908,000
26 Total expenses and disbursements. Add lines 24 and 25 1,020,443 53,122 0 935,858
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,077
b Net investment income (if negative, enter -0-) 968,398
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 55,960 317,442 317,442
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      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,625,457 Click to see attachment
List of Attached Documents:
// Content
10,370,037 		14,915,024
c Investments—corporate bonds (attach schedule)....... 4,614,675 Click to see attachment
List of Attached Documents:
// Content
4,609,686 		4,661,190
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7 		Click to see attachment
List of Attached Documents:
// Content
7 		Click to see attachment
List of Attached Documents:
// Content
7
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,296,099 15,297,172 19,893,663
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........ 15,296,099 15,297,172
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)..... 15,296,099 15,297,172
30 Total liabilities and net assets/fund balances (see instructions). 15,296,099 15,297,172
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
15,296,099
2
Enter amount from Part I, line 27a .....................
2
1,077
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,336
4
Add lines 1, 2, and 3 ..........................
4
15,308,512
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
11,340
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,297,172
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 150000. LATINO COMMUNITY CREDIT UNION 6 MONTH EW   2019-02-13 2024-02-14
b 403. AGILENT TECHNOLOGIES INC   2023-10-20 2024-04-05
c 1236. ALPHABET INC CL C   2023-01-17 2024-04-05
d 300. AMERICAN TOWER CORP REIT   2023-10-20 2024-04-05
e 3430. BRISTOL MYERS SQUIBB CO   2023-10-20 2024-04-05
11762.165 CAUSEWAY INTERNATIONAL VALUE INSTL   2023-10-20 2024-04-05
411. CHART INDUSTRIES INC   2023-10-20 2024-04-05
1872. COCA COLA CO   2022-05-23 2024-04-05
9389.18 FIDELITY ADVISOR FOCUSED EMERGING MARKET   2023-10-20 2024-04-05
1253. INTERCONTINENTAL EXCHANGE INC   2023-10-20 2024-04-05
8944.932 MFS RESEARCH INTERNATIONAL I   2023-10-20 2024-04-05
2483. PAYPAL HOLDINGS INC   2023-10-20 2024-04-05
2199. RIO TINTO PLC SPONSORED ADR   2023-10-20 2024-04-05
788. APTIV PLC   2023-10-20 2024-04-05
.99 EXXON MOBIL CORP   2023-10-20 2024-05-14
100000. LIVE OAK BANKING COMPANY 6 MONTH EWP CD   2019-05-30 2024-05-31
100000. WESTERN ALLIANCE BANK PHOENIX CD DTD 06/15/2023 5.35% 06/14/20   2023-06-09 2024-06-14
100000. GREENSTATE CREDIT UNION 6 MONTH EWP 5.51   2023-08-02 2024-08-02
352. AMAZON.COM INC   2022-05-23 2024-08-21
347. AMERICAN EXPRESS CO   2023-10-20 2024-08-21
828. APPLE COMPUTER, INC   2023-10-20 2024-08-21
38. APPLE COMPUTER, INC   2017-01-19 2024-08-21
185. ARISTA NETWORKS INC   2023-10-20 2024-08-21
826. BANK AMER CORP COM   2023-10-20 2024-08-21
510. BECTON DICKINSON & CO.   2023-10-20 2024-08-21
28. BLACKROCK INC CL A   2023-10-20 2024-08-21
615. BROADCOM INC   2023-10-20 2024-08-21
33. DANAHER CORP   2024-04-05 2024-08-21
195. ECOLAB INC   2023-10-20 2024-08-21
279. J P MORGAN CHASE & CO   2023-10-20 2024-08-21
1529. JOHNSON & JOHNSON INC   2023-10-20 2024-08-21
13. LILLY ELI & CO   2024-04-05 2024-08-21
42. LOWE'S CO   2023-10-20 2024-08-21
350. LULULEMON ATHLETICA INC   2023-10-20 2024-08-21
142. MICROSOFT CORP   2023-10-20 2024-08-21
937. NESTLE S A SPONSORED ADR   2023-10-20 2024-08-21
614. NEXTERA ENERGY INC   2023-10-20 2024-08-21
56. NOVARTIS A G SPONSORED ADR   2023-10-20 2024-08-21
7. O'REILLY AUTOMOTIVE INC   2023-10-20 2024-08-21
151. PALO ALTO NETWORKS INC   2023-10-20 2024-08-21
88. PROGRESSIVE CORP   2023-10-20 2024-08-21
79. SALESFORCE INC   2023-10-20 2024-08-21
38. SERVICENOW INC   2022-05-23 2024-08-21
319. VERALTO CORP   2024-04-05 2024-08-21
539. WAL-MART STORES   2024-04-05 2024-08-21
53. WASTE MANAGEMENT INC   2023-10-20 2024-08-21
259. EATON CORP PLC   2023-10-20 2024-08-21
11. LINDE PLC   2023-10-20 2024-08-21
100000. DAY AIR CREDIT UNION 6 MONTH EWP 5.52% 0   2023-08-22 2024-08-23
563. SALESFORCE INC   2023-10-20 2024-10-01
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 150,000   150,000  
b 58,451   44,290 14,161
c 190,948   149,793 41,155
d 57,414   48,398 9,016
e 176,146   195,469 -19,323
234,890   209,014 25,876
63,876   62,877 999
111,618   116,739 -5,121
280,361   244,306 36,055
172,186   136,552 35,634
213,605   185,160 28,445
161,779   133,772 28,007
138,426   133,832 4,594
59,081   72,640 -13,559
116   108 8
100,000   100,000  
100,000   100,000  
100,000   100,000  
63,488   37,201 26,287
85,175   50,263 34,912
187,202   144,022 43,180
8,591   1,139 7,452
65,446   34,661 30,785
31,879   22,009 9,870
119,709   132,822 -13,113
24,172   17,331 6,841
101,661   53,069 48,592
8,951   8,120 831
47,996   31,344 16,652
59,683   40,142 19,541
246,239   234,273 11,966
12,384   10,196 2,188
10,156   8,033 2,123
93,479   137,848 -44,369
60,158   46,501 13,657
98,235   103,411 -5,176
48,867   32,007 16,860
6,583   5,336 1,247
7,998   6,361 1,637
54,437   36,871 17,566
20,921   13,716 7,205
20,616   16,155 4,461
31,703   16,519 15,184
34,990   27,788 7,202
40,454   32,297 8,157
11,075   8,341 2,734
77,918   50,378 27,540
5,071   4,059 1,012
100,000   100,000  
152,433   115,128 37,305
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
      41,163
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        
b       14,161
c       41,155
d       9,016
e       -19,323
      25,876
      999
      -5,121
      36,055
      35,634
      28,445
      28,007
      4,594
      -13,559
      8
       
       
       
      26,287
      34,912
      43,180
      7,452
      30,785
      9,870
      -13,113
      6,841
      48,592
      831
      16,652
      19,541
      11,966
      2,188
      2,123
      -44,369
      13,657
      -5,176
      16,860
      1,247
      1,637
      17,566
      7,205
      4,461
      15,184
      7,202
      8,157
      2,734
      27,540
      1,012
       
      37,305
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 587,439
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 13,461
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 13,461
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 13,461
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 22,720
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,720
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 9,259
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow9,259 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 arrowVT
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 arrowCOMMUNITY FINANCIAL SERVICES LLC Telephone no.right arrow (802) 334-1677

Located atright arrowPO BOX 120NEWPORTVT ZIP+4right arrow05855
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
COMMUNITY FINANCIAL SERVICES GROUP TRUSTEE
1 		69,645    
PO BOX 120
NEWPORT,VT05855
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
19,152,567
b
Average of monthly cash balances.......................
1b
615,967
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,768,534
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
19,768,534
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
296,528
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,472,006
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
973,600
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
973,600
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,461
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,461
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
960,139
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
960,139
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
960,139
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
935,858
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
935,858
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 7 960,139
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...... 30,792
d From 2022...... 2,246
e From 2023...... 29,642
f Total of lines 3a through e ........ 62,680
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 935,858
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..... 935,858
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 24,281 24,281
(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 38,399
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 ...... 		38,399
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 6,511
c Excess from 2022.... 2,246
d Excess from 2023.... 29,642
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

QUODDY TIDES FOUNDATION

43 WATER STREET
EASTPORT,ME04631 		NONE PC GENERAL SUPPORT 2,500

WISE

38 BANK STREET
LEBANON,NH037661728 		NONE PC GENERAL SUPPORT 25,000

PLANNED PARENTHOOD OF
NORTHERN NEW ENGLAND
784 HERCULES DRIVE STE110
COLCHESTER,VT05446 		NONE PC GENERAL SUPPORT 7,000

UPPER VALLEY HAVEN

713 HARTFORD AVENUE
WHITE RIVER JUNCTION,VT05001 		NONE PC GENERAL SUPPORT 25,000

VERMONT INSTITUTE OF NATURAL
SCIENCE
P O BOX 1281
QUECHEE,VT05059 		NONE PC GENERAL SUPPORT 30,000

THE HOPE CENTER

P O BOX 2127
EAGLE,CO81631 		NONE PC GENERAL SUPPORT 30,000

AMERICAN SNOWSPORTS EDUCATION
ASSOCIATION
133 SOUTH VAN GORDON STE 200
LAKEWOOD,CO80228 		NONE PC GENERAL SUPPORT 15,000

NORTHFIELD MOUNT HERMON SCHOOL
GIFT RECORDING OFFICE
ONE LAMPLIGHTER WAY
MOUNT HERMON,MA01354 		NONE PC SCHOLARSHIP 30,000

UNITED PALESTINIAN APPEAL INC

1330 NEW HAMPSHIRE AVE NW STE 104
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 15,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		NONE PC GENERAL SUPPORT 5,000

PLANNED PARENTHOOD OF
AMERICA
123 WILLIAM STREET
NEW YORK,NY10038 		NONE PC GENERAL SUPPORT 15,000

NATIONAL LAWYERS GUILD FOUNDATION

132 NASSAU STREET SUITE 922
NEW YORK,NY10038 		NONE PC GENERAL SUPPORT 8,000

DOCTORS WITHOUT BORDERS USA
USA
PO BOX 5030
HAGERSTOWN,MD21741 		NONE PC GENERAL SUPPORT 60,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		NONE PC GENERAL SUPPORT 15,000

RAINFOREST TRUST

7200 LINEWEAVER ROAD SUITE 100
WARRENTON,VA20187 		NONE PC GENERAL SUPPORT 5,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE PC GENERAL SUPPORT 25,000

AMERICAN CIVIL LIBERTIES UNION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL SUPPORT 25,000

SKIDMORE COLLEGE

815 NORTH BROADWAY
SARATOGA SPRINGS,NY128661632 		NONE PC GENERAL SUPPORT 30,000

UNRWA USA NATIONAL COMMITTEE INC
DBA UNRWA USA
PO BOX 18697
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 25,000

ONE ACRE FUND

80 BROAD ST 2500
NEW YORK,NY10004 		NONE EXEMPT GENERAL SUPPORT 10,000

WELLS MOUNTAIN INITIATIVE

25 D MAIN STREET
BRISTOL,VT05443 		NONE PC GENERAL SUPPORT 22,000

WORLD CUP OF DREAMS FOUNDATION

PO BOX 981564
PARK CITY,UT84098 		NONE PC GENERAL SUPPORT 30,000
ZACK'S PLACE


POBOX 634
WOODSTOCK,VT05091 		NONE PC GENERAL SUPPORT 30,000

CENTER FOR CONSTITUTIONAL RIGHTS

666 BROADWAY 7TH FLOOR
NEW YORK,NY10012 		NONE PC GENERAL SUPPORT 20,000

CENTRO LEGAL DE LA RAZA INC

3400 EAST 12TH STREET
OAKLAND,CA94601 		NONE PC GENERAL SUPPORT 2,000

ABORTION CARE NETWORK

1300 I ST NW STE 400E
WASHINGTON,DC200053318 		NONE PC GENERAL SUPPORT 5,000

HIGH FIVES FOUNDATION

PO BOX 3212
TRUCKEE,CA96160 		NONE PC GENERAL SUPPORT 22,000

DARTMOUTH HITCHCOCK HEALTH
OFFICE OF DEVELOPMENT
1 MEDICAL CENTER DRIVE
LEBANON,NH03756 		NONE PC GENERAL SUPPORT 43,000

NORTHEAST COONHOUND RESCUE INC

PO BOX 326
LEXINGTON,MA02421 		NONE PC GENERAL SUPPORT 10,000

GLOBALGIVING

1 THOMAS NW SUITE 800
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT 3,000

INNOCENCE PROJECT INC

40 WORTH ST RM 701
NEW YORK,NY10013 		NONE PC GENERAL SUPPORT 15,000

INTERNATIONAL RELIEF TEAMS

3545 CAMINO DEL RIO SOUTH STE A
SAN DIEGO,CA92108 		NONE PC GENERAL SUPPORT 12,500

SHRIVER CENTER ON POVERTY LAW

67 EAST MADISION STREET STE 2000
CHICAGO,IL60603 		NONE PC GENERAL SUPPORT 25,000

VOICES FOR RACIAL JUSTICE

2525 E FRANKLIN AVE STE 301
MINNEAPOLIS,MN554061198 		NONE PC GENERAL SUPPORT 3,500

WATER FOR LIFE HAITI

PO BOX 456
KALONA,IA522470456 		NONE PC GENERAL SUPPORT 5,000

SOCIAL GOOD FUND

12651 SAN PABLO AVENUE
RICHMOND,CA94805 		NONE PC GENERAL SUPPORT 5,000

SONOMA LAND TRUST

822 5TH ST
SANTA ROSA,CA95407 		NONE PC GENERAL SUPPORT 5,000

CENTER FOR INTERNATIONAL POLICY

2000 M STREET NW SUITE 720
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 20,000

CONSERVATION INTERNATIONAL FOUNDATION

2011 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		NONE PC GENERAL SUPPORT 6,000

RAINN
Rape Abuse & Incest National Network
1220 L STREET NW STE 505
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT 2,500

AMAZON CONSERVATION ASSOCIATION

1012 14TH STREET
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT 5,000

AMAZON CONSERVATION TEAM

4211 N FAIRFAX DRIVE
ARLINGTON,VA22203 		NONE PC GENERAL SUPPORT 5,000

GEORGIA FOOD BANK ASSOCIATION INC

PO BOX 48857
ATHENS,GA30604 		NONE PC GENERAL SUPPORT 3,000

UNITED NATIONS FOUNDATION

PO BOX 96619
WASHINGTON,DC20006 		NONE PC GENERAL SUPPORT 12,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36104 		NONE PC GENERAL SUPPORT 25,000

FOOD FOR THOUGHT
HUMANE SERVICE
PO BOX 1608
FORESTVILLE,CA95436 		NONE PC GENERAL SUPPORT 2,000

PLOWSHARES PEACE AND JUSTICE CENTER

PO BOX 475
UKIAH,CA95482 		NONE PC GENERAL SUPPORT 2,000

LA LUZ CENTER

17560 GREGOR STREET
SONOMA,CA95476 		NONE PC GENERAL SUPPORT 5,000

WORLD NEIGHBORS INC

5600 N MAY AVENUE STE 160
OKLAHOMA CITY,OK73112 		NONE PC GENERAL SUPPORT 5,000

UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAIN RIDGE SUITE 150
AUSTIN,TX78759 		NONE PC GENERAL SUPPORT 30,000

VERMONT ADAPTIVE SKI & SPORTS

PO BOX 139
KILLINGTON,VT05751 		NONE PC GENERAL SUPPORT 36,000

VAIL HEALTH SERVICES FOUNDATION
AT VAIL HEALTH
PO BOX 1529
VAIL,CO81658 		NONE PC GENERAL SUPPORT 30,000

DOLORES C HUERTA FOUNDATION

PO BOX 2087
BAKERFIELD,CA93303 		NONE PC GENERAL SUPPORT 4,000

MENDOCINO LAND TRUST INC

PO BOX 2058
FORT BRAGG,CA954372058 		NONE PC GENERAL SUPPORT 5,000

MAYACAMAS VOLUNTEER FIRE DEPT

PO BOX 225
GLEN ELLEN,CA95442 		NONE PC GENERAL SUPPORT 5,000

ABODE
Human Services
40849 FREMONT BOULEVARD
FREMONT,CA94538 		NONE PC GENERAL SUPPORT 10,000

RAINFOREST FOUNDATION US

PO BOX 26908
BROOKLYN,NY11202 		NONE PC GENERAL SUPPORT 7,000

DIRECT RELIEF

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		NONE PC GENERAL SUPPORT 15,000

UFW FOUNDATION

29700 WOODFORD TEHACAPI
KEENE,CA93531 		NONE PC GENERAL SUPPORT 8,000

GREENPEACE FUND

702 H STREET NW SUITE 300
WASHINGTON,DC20001 		NONE PC GENERAL SUPPORT 5,000
Total .................................right arrow 3a 908,000
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 ....     14 434,081  
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 ............ 		    18 587,439  
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) ..   1,021,520  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,021,520
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
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 Firm's EIN Right Arrow
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 900    

TY 2024 InvestmentsCorpBondsSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Name of Bond End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS / FIXED INCOME    
LATINO COMMUNITY CREDIT UNION    
LIVE OAK BANKING COMPANY 6 MON    
WESTERN ALLIANCE BANK PHOENIX    
GREENSTATE CREDIT UNION 6 MONT    
DAY AIR CREDIT UNION 6 MONTH E    
BAXTER CREDIT UNION VERNON HIL 150,000 150,050
MACHIAS SAVINGS BANK ME CD DTD 200,000 200,028
FINANCIAL FEDERAL BANK 6 MONTH 200,000 200,000
SALLIE MAE BANK BANK MURRAY UT 100,000 99,581
DAY AIR CREDIT UNION 6 MONTH E 75,000 75,000
CAPITAL ONE NA VA CD DTD 150,000 148,662
CAPITAL ONE BANK (USA) NATIONA 150,000 148,662
MORGAN STANLEY BANK NA CD DTD 150,000 148,661
DISCOVER BANK CD DTD 09/13/202 240,000 237,926
FORBRIGHT BANK POTOMAC MD CD D 150,000 151,494
ROGUE CREDIT UNION MEDFORD OR 100,000 100,020
MORGAN STANLEY PRIVATE BANK 50,000 50,779
CITY FEDERAL CREDIT UNION 6 MO 100,000 100,000
VALLEYSTAR CREDIT UNION 200,000 204,502
US TREASURY NTS DTD 11/02/2022 101,311 100,185
ISHARES BARCLAYS 7-10 YEAR 434,364 407,705
BANK FIVE NINE OCONOMOWOC WI C 100,000 102,278
FIDELITY INTERMEDIATE BOND 818,271 844,904
OSTERWEIS STRATEGIC INCOME 303,973 322,268
VANGUARD GNMA ADMIRAL 298,352 312,471
MFS EMERGING MARKETS DEBT I 193,415 211,014
PRIME ALLIANCE BANK 6 MONTH EW 100,000 100,000
EASTBANK N.A. 6 MONTH EWP 4.3% 245,000 245,000

TY 2024 InvestmentsCorpStockSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 260,206 542,771
LOWES COS INC 187,810 242,358
LULULEMON ATHLETICA INC    
MCDONALDS CORP 162,612 179,732
O'REILLY AUTOMOTIVE INC 149,025 194,471
COCA COLA CO    
MONDELEZ INTERNATIONAL INC 141,889 130,331
PROCTER & GAMBLE CO 213,708 239,404
WALMART INC 165,179 268,249
EXXON MOBIL CORP 418,459 637,137
PIONEER NATURAL RESOURCES CO    
AMERICAN EXPRESS CO 126,599 259,394
BANK OF AMERICA CORPORATION 101,597 167,581
BLACKROCK INC CL A 121,935 201,947
INTERCONTINENTAL EXCHANGE INC    
JPMORGAN CHASE & CO 197,835 329,601
PAYPAL HOLDINGS INC    
PROGRESSIVE CORP 67,487 103,751
VERISK ANALYTICS INC 174,498 204,094
VISA INC CL A 259,517 434,871
AGILENT TECHNOLOGIES INC    
BECTON DICKINSON & CO    
BRISTOL MYERS SQUIBB CO    
DANAHER CORP 180,784 187,083
JOHNSON & JOHNSON    
UNITEDHEALTH GROUP INC 264,726 250,401
CHART INDUSTRIES INC    
ECOLAB INC 117,340 171,054
HONEYWELL INTERNATIONAL INC 246,793 291,398
WASTE MANAGEMENT INC 105,915 135,805
XYLEM INC 115,270 127,622
ADOBE INC 285,421 233,457
APPLE INC 77,092 815,618
ARISTA NETWORKS INC 62,577 147,668
BROADCOM INC 256,004 495,674
MICROSOFT CORP 292,064 915,077
PALO ALTO NETWORKS INC 244,668 364,648
SALESFORCE INC    
SERVICENOW INC 150,543 373,162
ALPHABET INC CL C 124,571 498,762
META PLATFORMS INC CL A 255,439 409,857
NEXTERA ENERGY INC 126,569 174,063
AMERICAN TOWER CORP REIT    
PROLOGIS INC 226,542 219,856
APTIV PLC    
NESTLE S A SPONSORED ADR    
NOVARTIS A G SPONSORED ADR 186,004 189,949
EATON CORP PLC 213,183 363,730
RIO TINTO PLC SPONSORED ADR    
LINDE PLC 225,810 256,226
CAUSEWAY INTERNATIONAL VALUE 618,177 640,530
FIDELITY ADVISOR FOCUSED 617,484 719,294
MFS RESEARCH INTERNATIONAL I 612,474 678,995
PNC FINANCIAL SERVICES GROUP I 294,041 327,845
ELI LILLY & CO 304,308 299,536
MERCK & CO INC 322,224 254,967
VERALTO CORP 234,936 274,689
ZOETIS INC CL A 202,605 195,842
KLA CORPORATION 300,992 229,364
NVIDIA CORPORATION 357,125 537,160

TY 2024 OtherAssetsSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MISC SUNDRY ASSETS 7 7 7


TY 2024 OtherDecreasesSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Description Amount
2024 TRANSACTION POSTED IN 2025 11,301
ROUNDING 5
MUTUAL FUND ADJUSTMENT 34


TY 2024 OtherExpensesSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 30 30   0


TY 2024 OtherIncreasesSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Description Amount
2023 TRANSACTION POSTED IN 2024 11,336


TY 2024 TaxesSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,916 4,916   0
FEDERAL TAX PAYMENT - PRIOR YE 8,743 0   0
FEDERAL ESTIMATES - PRINCIPAL 22,720 0   0
FOREIGN TAXES ON QUALIFIED FOR 5,288 5,288   0
FOREIGN TAXES ON NONQUALIFIED 201 201   0