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 FAMILY PHILANTHROPIC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO PAUL MCCOY PATH 31 ST JAMES AV
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

65-0969069
B Telephone number (see instructions)

(305) 842-2801
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$17,069,082J 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) 1,100,119
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 357,728 357,728  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 341,405
b Gross sales price for all assets on line 6a 2,081,256
7 Capital gain net income (from Part IV, line 2)... 1,389,177
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........ 1,799,252 1,746,905  
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
6,892 6,892   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
128,193 128,193   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,689 4,689   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,774 139,774   0
25 Contributions, gifts, grants paid....... 604,500 604,500
26 Total expenses and disbursements. Add lines 24 and 25 744,274 139,774   604,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,054,978
b Net investment income (if negative, enter -0-) 1,607,131
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............. 94,486 150,717 150,717
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,796,248 Click to see attachment
List of Attached Documents:
// Content
10,794,995 		16,918,365
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,890,734 10,945,712 17,069,082
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 9,890,734 10,945,712
29 Total net assets or fund balances (see instructions)..... 9,890,734 10,945,712
30 Total liabilities and net assets/fund balances (see instructions). 9,890,734 10,945,712
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
9,890,734
2
Enter amount from Part I, line 27a .....................
2
1,054,978
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,945,712
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
10,945,712
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 ACCENTURE PLC SHS D 1951-01-01 2024-11-06
b ALTRIA GROUP INC D 2004-04-02 2024-09-27
c AMAZON COM INC COM P 2020-12-24 2024-05-23
d ANALOG DEVICES INC COM P 2021-02-22 2024-05-23
e ANHEUSER-BUSCH INBEV ADR P 2021-02-22 2024-08-19
APPLIED MATERIAL INC D 1996-07-26 2024-01-31
APPLIED MATERIAL INC D 1996-07-26 2024-01-31
APPLIED MATERIAL INC D 1996-07-26 2024-02-23
APPLIED MATERIAL INC D 1996-07-26 2024-03-28
APPLIED MATERIAL INC D 1996-07-26 2024-08-19
BANK OF AMERICA CORP D 2016-07-27 2024-11-27
BANK OF AMERICA CORP D 2016-07-27 2024-11-27
BANK OF AMERICA CORP D 2016-07-28 2024-11-27
BANK OF AMERICA CORP D 2016-07-28 2024-11-27
BANK OF AMERICA CORP D 2016-07-28 2024-11-27
BANK OF AMERICA CORP D 2016-07-28 2024-11-27
BANK OF AMERICA CORP D 2016-07-28 2024-11-27
BANK OF AMERICA CORP D 2016-07-28 2024-11-27
BANK OF AMERICA CORP D 2016-07-29 2024-11-27
BANK OF AMERICA CORP D 2016-07-29 2024-11-27
BANK OF AMERICA CORP D 2016-07-29 2024-11-27
BANK OF AMERICA CORP D 2016-07-29 2024-11-27
BANK OF AMERICA CORP D 2016-08-30 2024-11-27
BANK OF AMERICA CORP D 2016-08-30 2024-11-27
BANK OF AMERICA CORP D 2016-08-30 2024-11-27
BANK OF AMERICA CORP D 2016-08-31 2024-11-27
BANK OF AMERICA CORP D 2016-08-31 2024-11-27
BANK OF AMERICA CORP D 2016-11-04 2024-11-27
BANK OF AMERICA CORP D 2020-04-15 2024-11-27
BANK OF AMERICA CORP D 2020-08-27 2024-11-27
BANK OF AMERICA CORP D 2021-12-03 2024-11-27
BANK OF AMERICA CORP D 2022-03-10 2024-11-27
BANK OF AMERICA CORP D 2022-10-04 2024-11-27
BANK OF AMERICA CORP D 2023-01-03 2024-11-27
BANK OF AMERICA CORP D 2024-04-04 2024-11-27
CATERPILLAR INC DEL P 2021-02-22 2024-08-19
CHUBB LTD D 2016-01-14 2024-03-28
CISCO SYSTEMS INC COM P 2018-12-31 2024-09-27
CONOCOPHILLIPS D 1995-10-26 2024-01-31
CONOCOPHILLIPS D 1995-12-21 2024-01-31
COSTCO WHOLESALE CRP DEL P 2021-02-22 2024-09-27
CVS HEALTH CORP P 2018-11-28 2024-08-19
CVS HEALTH CORP P 2021-02-22 2024-08-19
DELL TECHNOLOGIES INC P   2024-01-22
DIGITAL RLTY TR INC D 2012-01-27 2024-01-31
DUPONT DE NEMOURS INC P 2022-03-22 2024-01-31
ECOLAB INC P 2002-02-28 2024-01-31
EOG RESOURCES INC P 2009-07-01 2024-11-06
EOG RESOURCES INC D 2020-12-02 2024-11-06
EOG RESOURCES INC D 2020-12-17 2024-11-06
EOG RESOURCES INC D 2020-12-17 2024-11-06
EOG RESOURCES INC D 2020-12-17 2024-11-06
EOG RESOURCES INC D 2020-12-18 2024-11-06
EOG RESOURCES INC D 2020-12-18 2024-11-06
EOG RESOURCES INC D 2020-12-18 2024-11-06
EOG RESOURCES INC D 2021-01-06 2024-11-06
EOG RESOURCES INC D 2021-01-07 2024-11-06
EOG RESOURCES INC D 2024-04-04 2024-11-06
EOG RESOURCES INC D 2024-04-04 2024-11-06
EXXON MOBIL CORP COM D 1996-08-01 2024-01-31
EXXON MOBIL CORP COM D 1996-08-01 2024-02-23
EXXON MOBIL CORP COM D 1996-08-01 2024-03-28
EXXON MOBIL CORP COM D 1997-10-31 2024-01-31
EXXON MOBIL CORP COM D 1997-11-24 2024-03-28
GALLAGHER ARTHUR J & CO D 1951-01-01 2024-11-27
GENERAL MOTORS CO P 2020-12-24 2024-08-19
GENERAL MOTORS CO P 2022-03-22 2024-08-19
INTL BUSINESS MACHINES D 1996-10-04 2024-01-31
INTL BUSINESS MACHINES D 2020-11-23 2024-11-06
INTL BUSINESS MACHINES D 2020-11-23 2024-11-06
METLIFE INC COM P 2013-07-09 2024-01-31
NORFOLK SOUTHERN CORP D 2018-10-02 2024-11-27
NORFOLK SOUTHERN CORP D 2018-10-19 2024-11-27
NORFOLK SOUTHERN CORP D 2018-10-24 2024-11-27
NORFOLK SOUTHERN CORP D 2018-12-19 2024-11-27
NORFOLK SOUTHERN CORP D 2018-12-19 2024-11-27
NORFOLK SOUTHERN CORP D 2019-01-11 2024-11-27
NORFOLK SOUTHERN CORP D 2019-01-11 2024-11-27
NORFOLK SOUTHERN CORP D 2019-01-11 2024-11-27
NORFOLK SOUTHERN CORP D 2020-03-03 2024-11-27
NORFOLK SOUTHERN CORP D 2020-12-23 2024-11-27
NORFOLK SOUTHERN CORP D 2020-12-28 2024-11-27
NORFOLK SOUTHERN CORP D 2020-12-29 2024-11-27
NORFOLK SOUTHERN CORP D 2020-12-30 2024-11-27
NORFOLK SOUTHERN CORP D 2022-05-25 2024-11-27
NORFOLK SOUTHERN CORP D 2022-10-04 2024-11-27
NORFOLK SOUTHERN CORP D 2023-04-04 2024-11-27
NORFOLK SOUTHERN CORP D 2023-04-10 2024-11-27
NORFOLK SOUTHERN CORP D 2023-04-10 2024-11-27
NORFOLK SOUTHERN CORP D 2023-04-10 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-18 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-18 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-18 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-19 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-19 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-19 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-23 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-23 2024-11-27
NORFOLK SOUTHERN CORP D 2023-05-24 2024-11-27
NORFOLK SOUTHERN CORP D 2023-07-10 2024-11-27
NORFOLK SOUTHERN CORP D 2023-07-11 2024-11-27
NORFOLK SOUTHERN CORP D 2023-11-03 2024-11-27
NORFOLK SOUTHERN CORP D 2023-11-06 2024-11-27
NORFOLK SOUTHERN CORP D 2023-11-06 2024-11-27
NORFOLK SOUTHERN CORP D 2024-04-04 2024-11-27
NORFOLK SOUTHERN CORP D 2024-05-09 2024-11-27
PARKER HANNIFIN CORP D 2018-10-24 2024-11-06
PARKER HANNIFIN CORP D 2018-10-25 2024-11-06
PARKER HANNIFIN CORP D 2018-10-26 2024-11-06
PARKER HANNIFIN CORP D 2018-10-29 2024-11-06
PARKER HANNIFIN CORP D 2018-10-30 2024-11-06
PARKER HANNIFIN CORP D 2018-12-20 2024-11-06
PARKER HANNIFIN CORP D 2018-12-21 2024-11-06
PARKER HANNIFIN CORP D 2023-09-22 2024-11-06
PARKER HANNIFIN CORP D 2023-09-22 2024-11-06
PARKER HANNIFIN CORP D 2024-05-02 2024-11-06
PAYPAL HOLDINGS INC SHS P 2013-11-05 2024-08-19
PAYPAL HOLDINGS INC SHS P 2020-04-28 2024-08-19
PAYPAL HOLDINGS INC SHS P 2021-02-22 2024-08-19
PHILLIPS 66 SHS D 1995-10-26 2024-08-19
PHILLIPS 66 SHS D 1995-12-21 2024-08-19
PPG INDUSTRIES INC SHS D 2012-05-31 2024-11-06
PPG INDUSTRIES INC SHS D 2016-01-12 2024-11-06
PPG INDUSTRIES INC SHS D 2016-01-12 2024-11-06
PPG INDUSTRIES INC SHS D 2016-01-13 2024-11-06
PPG INDUSTRIES INC SHS D 2016-01-13 2024-11-06
PPG INDUSTRIES INC SHS D 2016-10-25 2024-11-06
PPG INDUSTRIES INC SHS D 2016-10-25 2024-11-06
PPG INDUSTRIES INC SHS D 2016-10-25 2024-11-06
PPG INDUSTRIES INC SHS D 2016-10-26 2024-11-06
PPG INDUSTRIES INC SHS D 2016-12-09 2024-11-06
PPG INDUSTRIES INC SHS D 2016-12-09 2024-11-06
PPG INDUSTRIES INC SHS D 2017-08-16 2024-11-06
PPG INDUSTRIES INC SHS D 2017-08-17 2024-11-06
PPG INDUSTRIES INC SHS D 2017-08-17 2024-11-06
PPG INDUSTRIES INC SHS D 2017-08-18 2024-11-06
PPG INDUSTRIES INC SHS D 2018-10-19 2024-11-06
PPG INDUSTRIES INC SHS D 2020-05-07 2024-11-06
PPG INDUSTRIES INC SHS D 2020-05-08 2024-11-06
PPG INDUSTRIES INC SHS D 2020-05-08 2024-11-06
PPG INDUSTRIES INC SHS D 2020-05-08 2024-11-06
PPG INDUSTRIES INC SHS D 2020-06-24 2024-11-06
PPG INDUSTRIES INC SHS D 2020-06-25 2024-11-06
PPG INDUSTRIES INC SHS D 2022-03-10 2024-11-06
PPG INDUSTRIES INC SHS D 2022-06-14 2024-11-06
PPG INDUSTRIES INC SHS D 2022-06-15 2024-11-06
PPG INDUSTRIES INC SHS D 2022-10-04 2024-11-06
PPG INDUSTRIES INC SHS D 2022-10-05 2024-11-06
REPUBLIC SERVICES INC D 2016-10-04 2024-11-06
REPUBLIC SERVICES INC D 2016-10-04 2024-11-06
REPUBLIC SERVICES INC D 2016-10-05 2024-11-06
REPUBLIC SERVICES INC D 2016-10-05 2024-11-06
REPUBLIC SERVICES INC D 2016-10-05 2024-11-06
REPUBLIC SERVICES INC D 2016-10-05 2024-11-06
REPUBLIC SERVICES INC D 2020-04-01 2024-11-06
REPUBLIC SERVICES INC D 2023-01-10 2024-11-06
REPUBLIC SERVICES INC D 2023-01-10 2024-11-06
SCHLUMBERGER LTD P 2011-05-03 2024-11-27
SCHLUMBERGER LTD P 2018-12-31 2024-11-27
SCHLUMBERGER LTD P 2019-07-11 2024-11-27
SCHLUMBERGER LTD P 2022-03-22 2024-11-27
SEAGATE TECH HLDGS PUB D 2022-07-15 2024-11-06
SEAGATE TECH HLDGS PUB D 2022-07-15 2024-11-06
SEAGATE TECH HLDGS PUB D 2022-07-15 2024-11-06
SEAGATE TECH HLDGS PUB D 2022-07-22 2024-11-06
SEAGATE TECH HLDGS PUB D 2022-09-06 2024-11-06
SEAGATE TECH HLDGS PUB D 2022-09-06 2024-11-06
SEAGATE TECH HLDGS PUB D 2022-10-04 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-01-26 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-01-26 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-01-26 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-01-26 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-01-29 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-01-29 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-01-29 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-01-29 2024-11-06
SEAGATE TECH HLDGS PUB D 2024-04-04 2024-11-06
SPDR DJ WILSHRE REIT ETF P 2005-02-09 2024-09-27
SPDR S&P MIDCAP 400 ETF P 2019-12-30 2024-05-23
UNION PACIFIC CORP P 2022-03-22 2024-09-27
US BANCORP P 2008-05-05 2024-08-19
US BANCORP P 2008-06-02 2024-08-19
US BANCORP P 2008-06-27 2024-08-19
VALERO ENERGY CORP NEW P 2019-07-11 2024-09-27
VERALTO CORP P 2005-11-16 2024-01-31
XCEL ENERGY INC D 2015-08-31 2024-11-27
XCEL ENERGY INC D 2015-08-31 2024-11-27
XCEL ENERGY INC D 2015-08-31 2024-11-27
XCEL ENERGY INC D 2015-08-31 2024-11-27
XCEL ENERGY INC D 2015-09-01 2024-11-27
XCEL ENERGY INC D 2015-09-01 2024-11-27
XCEL ENERGY INC D 2015-09-01 2024-11-27
XCEL ENERGY INC D 2015-09-01 2024-11-27
XCEL ENERGY INC D 2015-09-01 2024-11-27
XCEL ENERGY INC D 2015-09-01 2024-11-27
XCEL ENERGY INC D 2015-09-02 2024-11-27
XCEL ENERGY INC D 2015-09-02 2024-11-27
XCEL ENERGY INC D 2015-09-02 2024-11-27
XCEL ENERGY INC D 2015-09-02 2024-11-27
XCEL ENERGY INC D 2015-09-03 2024-11-27
XCEL ENERGY INC D 2015-09-03 2024-11-27
XCEL ENERGY INC D 2015-09-03 2024-11-27
XCEL ENERGY INC D 2015-09-03 2024-11-27
XCEL ENERGY INC D 2015-09-04 2024-11-27
XCEL ENERGY INC D 2015-11-06 2024-11-27
XCEL ENERGY INC D 2015-11-06 2024-11-27
XCEL ENERGY INC D 2017-10-17 2024-11-27
XCEL ENERGY INC D 2018-02-05 2024-11-27
XCEL ENERGY INC D 2018-02-05 2024-11-27
XCEL ENERGY INC D 2018-02-05 2024-11-27
XCEL ENERGY INC D 2019-02-26 2024-11-27
XCEL ENERGY INC D 2019-06-17 2024-11-27
XCEL ENERGY INC D 2022-10-04 2024-11-27
CAPITAL GAINS 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 11,047   2,629 8,418
b 769   136 633
c 36,216   31,896 4,320
d 46,630   32,124 14,506
e 18,274   19,422 -1,148
282,760   5,486 277,274
131,135   2,544 128,591
59,526   954 58,572
142,851   2,226 140,625
104,749   1,590 103,159
6,414   1,952 4,462
814   249 565
3,446   1,048 2,398
2,776   853 1,923
2,537   773 1,764
1,053   324 729
622   191 431
287   87 200
3,877   1,181 2,696
1,675   512 1,163
1,484   452 1,032
622   190 432
1,580   529 1,051
1,580   524 1,056
622   210 412
1,580   526 1,054
622   208 414
3,734   1,299 2,435
622   292 330
1,340   731 609
814   754 60
1,053   895 158
1,340   907 433
1,245   872 373
1,197   946 251
34,430   21,761 12,669
25,809   11,102 14,707
10,614   8,638 1,976
16,374   1,260 15,114
6,056   522 5,534
22,145   8,767 13,378
7,347   9,938 -2,591
23,511   28,081 -4,570
752     752
35,079   17,015 18,064
18,551   23,145 -4,594
19,804   2,339 17,465
70,021   18,487 51,534
11,331   4,232 7,099
509   208 301
255   104 151
127   52 75
764   311 453
637   259 378
637   258 379
1,400   605 795
1,146   523 623
2,037   2,046 -9
127   128 -1
41,245   8,228 33,017
34,602   6,891 27,711
231   41 190
244,995   65,783 179,212
24,489   6,050 18,439
17,846   1,959 15,887
36,690   33,070 3,620
18,345   17,869 476
55,059   9,109 45,950
7,256   3,915 3,341
2,774   1,496 1,278
20,885   13,052 7,833
4,149   2,731 1,418
1,659   984 675
2,213   1,287 926
2,213   1,202 1,011
277   151 126
830   489 341
553   327 226
277   163 114
1,106   717 389
277   233 44
553   473 80
277   234 43
277   236 41
1,106   931 175
1,383   1,110 273
1,106   818 288
830   608 222
277   202 75
277   203 74
277   215 62
277   211 66
277   213 64
277   217 60
277   218 59
277   218 59
277   214 63
277   214 63
277   211 66
277   229 48
1,106   925 181
553   390 163
553   390 163
277   194 83
1,106   1,016 90
1,383   1,133 250
1,417   296 1,121
4,252   882 3,370
1,417   291 1,126
2,834   582 2,252
3,543   736 2,807
709   145 564
1,417   293 1,124
709   387 322
709   386 323
1,417   1,057 360
13,804   6,214 7,590
6,902   11,797 -4,895
6,902   27,894 -20,992
79,848   2,938 76,910
3,762   155 3,607
3,524   1,426 2,098
503   380 123
252   189 63
503   380 123
126   96 30
1,007   730 277
503   365 138
378   274 104
126   92 34
755   596 159
629   497 132
503   415 88
378   310 68
126   103 23
252   205 47
1,636   1,318 318
503   361 142
378   277 101
252   184 68
126   92 34
1,133   917 216
252   203 49
503   485 18
503   444 59
1,007   908 99
755   713 42
252   237 15
2,691   650 2,041
1,863   450 1,413
2,070   498 1,572
1,242   300 942
1,035   251 784
621   150 471
414   144 270
828   496 332
207   126 81
4,416   8,687 -4,271
13,249   10,709 2,540
4,416   4,062 354
22,081   20,732 1,349
2,469   1,851 618
823   615 208
309   231 78
2,777   2,077 700
720   457 263
617   392 225
1,749   974 775
514   452 62
411   362 49
309   272 37
103   91 12
206   182 24
103   90 13
103   90 13
103   91 12
1,337   1,219 118
21,267   11,890 9,377
26,995   18,714 8,281
24,649   26,572 -1,923
17,449   13,738 3,711
13,087   9,851 3,236
13,087   8,597 4,490
13,769   8,406 5,363
2,536   240 2,296
582   269 313
437   203 234
291   134 157
218   100 118
218   100 118
218   100 118
218   100 118
73   33 40
73   33 40
73   33 40
437   198 239
218   99 119
218   99 119
146   66 80
437   200 237
364   167 197
73   33 40
73   33 40
509   230 279
4,438   2,121 2,317
509   242 267
800   535 265
437   267 170
291   177 114
291   177 114
1,819   1,365 454
1,237   1,018 219
1,019   925 94
246     246
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       8,418
b       633
c       4,320
d       14,506
e       -1,148
      277,274
      128,591
      58,572
      140,625
      103,159
      4,462
      565
      2,398
      1,923
      1,764
      729
      431
      200
      2,696
      1,163
      1,032
      432
      1,051
      1,056
      412
      1,054
      414
      2,435
      330
      609
      60
      158
      433
      373
      251
      12,669
      14,707
      1,976
      15,114
      5,534
      13,378
      -2,591
      -4,570
      752
      18,064
      -4,594
      17,465
      51,534
      7,099
      301
      151
      75
      453
      378
      379
      795
      623
      -9
      -1
      33,017
      27,711
      190
      179,212
      18,439
      15,887
      3,620
      476
      45,950
      3,341
      1,278
      7,833
      1,418
      675
      926
      1,011
      126
      341
      226
      114
      389
      44
      80
      43
      41
      175
      273
      288
      222
      75
      74
      62
      66
      64
      60
      59
      59
      63
      63
      66
      48
      181
      163
      163
      83
      90
      250
      1,121
      3,370
      1,126
      2,252
      2,807
      564
      1,124
      322
      323
      360
      7,590
      -4,895
      -20,992
      76,910
      3,607
      2,098
      123
      63
      123
      30
      277
      138
      104
      34
      159
      132
      88
      68
      23
      47
      318
      142
      101
      68
      34
      216
      49
      18
      59
      99
      42
      15
      2,041
      1,413
      1,572
      942
      784
      471
      270
      332
      81
      -4,271
      2,540
      354
      1,349
      618
      208
      78
      700
      263
      225
      775
      62
      49
      37
      12
      24
      13
      13
      12
      118
      9,377
      8,281
      -1,923
      3,711
      3,236
      4,490
      5,363
      2,296
      313
      234
      157
      118
      118
      118
      118
      40
      40
      40
      239
      119
      119
      80
      237
      197
      40
      40
      279
      2,317
      267
      265
      170
      114
      114
      454
      219
      94
      246
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,389,177
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 22,339
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 22,339
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 22,339
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 19,505
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 19,505
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,834
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 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 arrowFL
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowMARK A PARESKY Telephone no.right arrow (305) 842-2801

Located atright arrow1450 BRICKELL AVE STE 2170MIAMIFL ZIP+4right arrow331313482
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAVID S PARESKY TRUSTEE
0.00 		0 0 0
7212 FISHER ISLAND DR
FISHER ISLAND,FL33109
LINDA K PARESKY TRUSTEE
0.00 		0 0 0
7212 FISHER ISLAND DR
FISHER ISLAND,FL33109
PAMELA B PARESKY TRUSTEE
0.00 		0 0 0
515 WEST 18TH ST UNIT 2004
NEW YORK,NY10011
LAURA J GOULD TRUSTEE
0.00 		0 0 0
410 SOUTH HIBISCUS DRIVE
MIAMI,FL33139
MARK A PARESKY TRUSTEE
0.00 		0 0 0
4375 LAKE RD
MIAMI,FL33137
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
15,719,373
b
Average of monthly cash balances.......................
1b
255,730
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,975,103
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
15,975,103
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
239,627
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,735,476
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
786,774
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
786,774
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
22,339
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,339
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
764,435
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
764,435
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
764,435
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
604,500
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
604,500
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 7 764,435
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 600,004
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$ 604,500
a Applied to 2023, but not more than line 2a 600,004
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..... 4,496
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 .......... 		759,939
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 MIAMI FOUNDATION

40 NW 3RD STREET SUITE 305
MIAMI,FL33128 		NONE PC CHARITABLE 604,500
Total .................................right arrow 3a 604,500
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 ........... 		         
4 Dividends and interest from securities ....     14 357,728  
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 ............ 		    14 341,405  
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) .. 0 699,133 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
699,133
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

65-0969069
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number
65-0969069
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DPLP HERITAGE TRAVEL INVESTMENTS INC
 
7212 FISHER ISLAND DR
 
FISHER ISLAND, FL33109

$ 1,100,726


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

$  


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

$  


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

$  


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

$  


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

$  


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

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 146 SHRS ABBOTT LABORATORIES (ABT) $ 16,548 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 147 SHRS ABBVIE INC (ABBV) $ 28,446 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 31 SHRS ACCENTURE PLC CLA A (ACN) $ 10,528 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 76 SHRS AIR PRODUCTS & CHEM (APD) $ 22,465 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 45 SHRS AMERICAN EXPRESS (AXP) $ 25,556 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 107 SHRS ANALOG DEVICES (ADI) $ 24,324 2024-09-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 57 SHRS GALLAGHER ARTHUR (AJG) $ 15,922 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 897 SHRS BANK OF AMERICA (BAC) $ 35,387 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 18 SHRS BLACKROCK (BLK) $ 16,942 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 117 SHRS BLACKSTONE (BX) $ 18,433 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 150 SHRS CHEVRON (CVX) $ 22,118 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 108 SHRS CHUBB (CB) $ 31,294 2024-09-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50 SHRS CME GROUP (CME) $ 10,908 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 220 SHRS CMS ENERGY CORP (CMS) $ 15,418 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 585 SHRS COMCAST CORP (CMCSA) $ 24,190 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 280 SHRS CONOCOPHILLIPS (COP) $ 30,495 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 52 SHRS DEERE (DE) $ 21,366 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 114 SHRS DOVER CORP (COV) $ 21,960 2024-09-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 65 SHRS EATON CORP (ETN) $ 21,280 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 12 SHRS ELI LILLLY (LLY) $ 11,093 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 149 SHRS EOG RESOURCES (EOG) $ 19,057 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 173 SHRS EXXON MOBILE CORP (XOM) $ 20,250 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 80 SHRS GENERAL DYNAMICS (GD) $ 24,374 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 90 SHRS HOME DEPOT (HD) $ 36,059 2024-09-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 47 SHRS INTERNATIONAL BUSINESS MACHINES (IBM) $ 10,386 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 55 SHRS JOHNSON & JOHNSON (JNJ) $ 24,417 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 82 SHRS MCDONALDS CORP (MCD) $ 24,622 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 51 SHRS MICROSOFT CORP (MSFT) $ 21,888 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 300 SHRS MONDELEZ INTL (MDLZ) $ 22,248 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 312 SHRS MORGAN STANLEY (MS) $ 32,005 2024-09-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 243 SHRS NEXTERA ENERGY (NEE) $ 20,482 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 99 SHRS NORFOLK SOUTHERN CORP (NSC) $ 24,446 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 26 SHRS PARKER HANNIFIN (PH) $ 16,260 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 147 SHRS PEPSICO (PEP) $ 24,978 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 260 SHRS PHILIP MORRIS INTL (PM) $ 31,515 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 127 SHRS PNC FINANCIAL SERVICES (PNC) $ 23,447 2024-09-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 134 SHRS PPG INDUSTRIES (PPG) $ 17,195 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 168 SHRS PROCTER & GAMBLE (PG) $ 29,104 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 53 SHRS REPUBLIC SERVICES (RSG) $ 10,778 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 158 SHRS RTX CORP (RTX) $ 18,966 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 123 SHRS SEAGATE TECH (STX) $ 13,115 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 143 SHRS TEXAS INSTRUMENTS (TXN) $ 29,306 2024-09-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 53 SHRS THE CIGNA GROUP (CI) $ 18,718 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 219 SHRS TJX COMPANIES (TJX) $ 25,765 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 48 SHRS UNION PACIFIC (UNP) $ 11,950 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 72 SHRS UNITEDHEALTH GROUP (UNH) $ 41,414 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 258 VERIZON COMMUN (VZ) $ 11,522 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 303 WALMART (WMT) $ 24,443 2024-09-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 607 WELLS FARGO (WFC) $ 32,875 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 216 SHRS XCEL ENERGY (XEL) $ 13,861 2024-09-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 6,892 6,892   0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Name of Stock End of Year Book Value End of Year Fair Market Value
MARKETABLE SECURITIES 10,794,995 16,918,365

TY 2024 OtherProfessionalFeesSchedule
Name:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT MANAGEMENT FEES - US TRUST 128,193 128,193   0


TY 2024 TaxesSchedule
Name:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 0 0   0
FOREIGN TAXES 4,689 4,689   0