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
Hittman Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)co WMS 1 W Pennsylvania Ave 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Towson, MD21204
A Employer identification number

91-1937345
B Telephone number (see instructions)

(410) 244-7432
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$43,976,448J 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 2,165 2,165  
4 Dividends and interest from securities... 1,162,240 1,162,240  
5a Gross rents............ 98,749 98,749  
b Net rental income or (loss) 45,248
6a Net gain or (loss) from sale of assets not on line 10 2,375,047
b Gross sales price for all assets on line 6a 6,778,857
7 Capital gain net income (from Part IV, line 2)... 2,375,047
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
160,676 160,676  
12 Total. Add lines 1 through 11........ 3,798,877 3,798,877  
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)......... Click to see attachment
List of Attached Documents:
// Content
17,365 17,365   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,795 26,795   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
425,629 425,629   0
17 Interest............... 18,050 18,050   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
173,982 40,786   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,720 37,672   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 699,541 566,297   0
25 Contributions, gifts, grants paid....... 2,006,020 2,006,020
26 Total expenses and disbursements. Add lines 24 and 25 2,705,561 566,297   2,006,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,093,316
b Net investment income (if negative, enter -0-) 3,232,580
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.............   93,952 93,952
2 Savings and temporary cash investments......... 578,763 831,833 831,833
3 Accounts receivable right arrow668
Less: allowance for doubtful accounts right arrow   6,132 668  
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) 5,730,372 Click to see attachment
List of Attached Documents:
// Content
4,215,821 		4,215,821
b Investments—corporate stock (attach schedule)....... 10,884,416 Click to see attachment
List of Attached Documents:
// Content
11,862,328 		16,341,891
c Investments—corporate bonds (attach schedule)....... 6,505,366 Click to see attachment
List of Attached Documents:
// Content
6,763,552 		6,787,818
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).......... 12,284,659 Click to see attachment
List of Attached Documents:
// Content
13,314,870 		15,705,133
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) 35,989,708 37,083,024 43,976,448
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 35,989,708 37,083,024
29 Total net assets or fund balances (see instructions)..... 35,989,708 37,083,024
30 Total liabilities and net assets/fund balances (see instructions). 35,989,708 37,083,024
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
35,989,708
2
Enter amount from Part I, line 27a .....................
2
1,093,316
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
37,083,024
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
37,083,024
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 ERA Infra Fund III Parallel - K-1 STCG P   2024-12-31
b Biospring 2023 Adj - K-1 P   2024-01-01
c Continental Realty Fd V - K-1 P   2024-12-31
d Golub Capital Ptrs PFIC STCG P   2024-12-31
e Golub Capital Ptrs PFIC LTCG P   2024-12-31
Rock Springs Cap'l Fund K-1 P   2024-12-31
Rock Springs Cap'l Fund K-1 P   2024-12-31
StepStone VC Secondaries Fd III K-1 P   2024-12-31
StepStone VC Secondaries Fd IStepStone VC Secondaries Fd IV K-1 P   2024-12-31
Baron Partners Fd Fd - Schwab New D 2016-12-16 2024-09-06
Sterling Investment Ptrs K-1 P    
Sun Capital Ptrs K-1 P    
Sun Capital Ptrs K-1 P    
Schwab Dent - sale of donated shares D 2016-12-16  
Schwab Dent - sale of purchased shares P    
Schwab Dent - short term sales P    
Stepstone VC Secondaries Fd V K-1 P   2024-12-31
Stepstone VC Secondaries Fd V K-1 P   2024-12-31
Whitehawk III Onshore Fund K-1 P   2024-12-31
Whitehawk III Onshore Fund P   2024-12-31
Stepstone SPV (AV IV) K-1 P   2024-12-31
Schwab Blackrock - bonds P   2024-12-31
Schwab Corbyn - bonds P   2024-12-31
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 2,368 0   2,368
b     6,723 -6,723
c 27,052     27,052
d 29     29
e 20     20
    39,847 -39,847
12,028     12,028
238,037     238,037
23,455     23,455
1,000,000   240,082 759,918
    688 -688
    4,419 -4,419
10,389     10,389
831,012   301,048 529,964
1,476,736   1,127,938 348,798
233,333   209,242 24,091
424     424
    2,718 -2,718
1,884     1,884
5,235     5,235
420,824     420,824
488,155   487,525 630
1,910,000   1,983,580 -73,580
97,876     97,876
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       2,368
b       -6,723
c       27,052
d       29
e       20
      -39,847
      12,028
      238,037
      23,455
      759,918
      -688
      -4,419
      10,389
      529,964
      348,798
      24,091
      424
      -2,718
      1,884
      5,235
      420,824
      630
      -73,580
      97,876
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 2,375,047
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 44,933
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 44,933
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 44,933
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 99,562
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 99,562
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 54,629
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow54,629 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
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 arrowJonathan Eisner Attny Telephone no.right arrow (410) 244-7432

Located atright arrowc/o 1 W Pennsylvania Ave Suite 800BaltimoreMD ZIP+4right arrow21204
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
Stephen J Hittman President/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Karen E Gober VP & Treasurer/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Judith E Hittman VP & Secretary/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Shale D Stiller Attny Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Jonathan D Eisner Attny Asst. Secretary/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Zachary D Gober Senior VP/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Mark S Gober Senior VP/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Jamie M Hittman Senior VP/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Alexandra D Hittman Senior VP/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
Jake A Gober Senior VP/Director
0.00 		0 0 0
c/o WMS Partners 1 W Pennsylvania
Ave
Towson,MD21204
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
42,675,638
b
Average of monthly cash balances.......................
1b
735,558
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
43,411,196
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
43,411,196
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
651,168
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
42,760,028
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,138,001
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,138,001
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
44,933
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
9,945
c
Add lines 2a and 2b............................
2c
54,878
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,083,123
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,083,123
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
2,083,123
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,006,020
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
2,006,020
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,083,123
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......  
b From 2020......  
c From 2021...... 50,805
d From 2022...... 282,703
e From 2023......  
f Total of lines 3a through e ........ 333,508
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,006,020
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..... 2,006,020
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 77,103 77,103
(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 5 256,405
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 ...... 		256,405
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 256,405
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

ACLU Foundation Inc

125 Broad Street 18th Floor
New York,NY10004 		    General donation 6,000

America Gives

PO Box 3263
Washington,DC20010 		  PC Make A Wish Israel, Tag Meir 11,000

American Friends of Leket Israel

PO Box 2090
Teaneck,NJ07666 		  PC General donation 87,000

American Friends of Magen David Adom

20 W 36th Street Suite 1100
New York,NY100189784 		  PC General donation 25,000

American Friends of Meir Panim

3311 Old Forest Road
Baltimore,MD212083102 		  PC General donation 45,000

American Friends of Tel Aviv University

8 West 40th Street 8th Floor
New York,NY10018 		  PC Tel Aviv University Emergency Fund 50,000

American Friends of Yad Eliezer

410 Glenn Rd
Jackson,NJ08527 		  PC General donation 35,000

American Jewish Joint Distribution Committee

PO Box 4124
New York,NY10163 		  PC Ukraine relief 50,000

American Society for Yad Vashem Inc

500 Fifth Avenue 42nd Floor
New York,NY101104299 		  PC General donation 25,000

American Technion Society

55 East 59th Street
New York,NY10022 		  PC MRI Research Center 50,000

Anti-Defamation League

605 Third Avenue
New York,NY101583650 		  PC General donation 24,000

AOPA Foundation

421 Aviation Way
Frederick,MD21701 		  PC General donation 5,000

Asheville Humane Society

14 Forever Friend Lane
Asheville,NC28806 		  PC General donation 5,000

Baltimore Humane Society

1601 Nicodemus Rd
Reisterstown,MD21136 		  PC General donation 10,000

Baltimore Washington Medical Center Foundation

300 Hospital Drive Suite 231
Glen Burnie,MD21061 		  PC Pediatrics unit 20,000

Barking Holler Animal Sanctuary

17910 Elmer School Rd
Dickerson,MD20842 		  PC General donation 65,000

Beit Halochem USAFIDV

1133 Broadway Suite 828
New York,NY10010 		  PC Veterans services 40,000

Bighorn Behind A Miracle & Bighorn Cares

255 Palowet Drive
Palm Desert,CA92260 		  PC General donation 10,000

Birthright Israel Foundation

711 Third Ave 10th Floor
New York,NY10017 		  PC General donation 15,000

Bissell Pet Foundation

2345 Walker Ave NW
Grand Rapids,MI49544 		  PC General donation 5,000

Blue Angels Foundation

PO Box 1945
Penscola,FL32591 		  PC General donation 10,000

Cancer Research Institute

29 Broadway Floor 4
New York,NY100063111 		  PC General donation 3,000

Cat House On The Kings

7120 S Kings River Rd
Parlier,CA93648 		  PC General donation 10,000

Center For Jewish Life - Chabad In The Loop

1236 North Dearborn Pkwy
Chicago,IL60610 		  PC General donation 10,000

Cherry Children's Music Outreach

8702 Riverscape Ct
Odenton,MD21113 		  PC General donation 1,000

Chesapeake Bay Foundation

6 Herndon Avenue
Annapolis,MD21403 		  PC General donation 8,000

Chizuk Amuno Congregation

8100 Stevenson Rd
Baltimore,MD21208 		  PC General donation 10,000

Columbia Barnard Hillel

Kraft Ctr 606 West 115th St
New York,NY10025 		  PC General donation 10,000

Dress For Success

1040 Avenue of the Americas 19th Fl
New York,NY10018 		  PC General donation 25,000

Eisenhower Medical Center Foundation

39000 Bob Hope Dr
Rancho Mirage,CA92270 		  PC General donation 50,000

ELEM Youth In Distress

121 West 36th St
New York,NY10018 		  PC A Real Home program 8,000

Environment America Research & Policy Center

1543 Wazee Street Suite 410
Denver,CO80202 		  PC Save the Bees 15,000

FARE

7901 Jones Branch Dr Ste 2
McLean,VA22102 		  PC General donation 10,000

Florida Little Dog Rescue

PO Box 702364
St Cloud,FL34770 		  PC General donation 1,000

Forsyth Humane Society

4881 Country Club Road
WinstonSalem,NC27104 		  PC General donation 5,000

Friends of United Hatzalah

442 5th Avenue 1866
New York,NY10018 		  PC General donation 8,000

Friends of Yad Sarah Inc

445 Park Avenue Ste 1702
New York,NY10022 		  PC General donation 20,000

Gilchrist Hospice Center

11311 McCormick Rd Suite 350
Hunt Valley,MD21031 		  PC General donation 5,000

Glenelg Country School

12793 Folly Quarter Rd
Ellicott City,MD21042 		  PC General donation 5,000

Goldie Hawn Foundation

220 26th St Ste 203
Santa Monica,CA904022500 		  PC MindUP program 10,000

Gray Face Acres Senior Dog Rescue

PO Box 393
Chatharpin,VA20143 		  PC General donation 5,000

Greater Good Charities

600 University St Suite 1000
Seattle,WA98101 		  PC Veterans & Their PetsVeterans and Their Pets 10,000

Hadassah

40 Wall Street
New York,NY10005 		  PC General donation 40,000

Hand In Hand

4180 City Avenue
Philadelphia,PA19131 		  PC General donation 12,000

Harvard University

86 Brattle Street
Cambridge,MA02138 		  PC Freshman Experience & Faculty of Arts & Sciences 2,500

Healthcare For The Homeless

421 Fallsway
Baltimore,MD21202 		  PC General donation 13,000

Hillel International

800 Eighth St NW
Washington,DC20001 		  PC Civic Engagement program 50,000

Holocaust Museum Los Angeles

100 S The Grove Dr
Los Angeles,CA90036 		  PC General donationGeneral donation 10,000

Hopkins Hillel

3109 N Charles St
Baltimore,MD21218 		  PC General donation 30,000

Humane Society of the United States (Humane World for Animals)

1255 23rd St NW Suite 450
Washington,DC20037 		  PC General donation 5,000

Institute of Noetic Science

101 San Antonia Rd
Petaluma,CA94952 		  PC General donation 7,500

International Fellowship of Christians and Jews

303 East Wacker Dr Ste 2300
Chicago,IL606015224 		  PC General donation 10,000

IsraAID US Global Humanitarian Assistance Inc

9663 Santa Monica Blvd Box 848
Beverly Hills,CA90210 		  PC General donation 10,000

Jewish Agency for Israel - North American Council

633 Third Ave 21st Floor
New York,NY10017 		  PC General donation 10,000

Jewish Community Service

3506 Gwynnbrook
Owings Mills,MD21117 		  PC Elderly Personal Care program 25,000

Jewish Family Service of the Desert

490 S Farrell Dr Unit C-208
Palm Springs,CA92262 		  PC General donation 25,000

Jewish Federation of Howard County

10630 Little Patuxent Pkwy
Columbia,MD21044 		  PC General donation 10,000

Jewish National Fund

42 East 69th St
New York,NY10021 		  PC Ukraine Relief program 24,000

Johns Hopkins University - Peabody Institute

3400 N Charles Street
Baltimore,MD21218 		  PC Peabody Institute Dance Scholarship 60,000

K9s for Warriors

114 Camp K9 Road
Ponte Vedra,FL32081 		  PC General donation 20,000

Keshet Inc

1880 Washington St
Newton,MA02466 		  PC General donation 3,000

KIPP Baltimore

2000 Edgewood Street
Baltimore,MD21216 		  PC General donation 10,000

Lev Lalev Fund

PO Box 1210
Monsey,NY10952 		  PC General donation 35,000

Living Desert Zoo and Gardens

47900 Portola Ave
Palm Desert,CA92260 		  PC Crossroads of Conservation program 15,000

Make-a-Wish Foundation Israel (America Gives)

228 Park Avenue S 71410
New York,NY100031502 		  PC General donation 7,000

Make-a-Wish Foundation Mid Atlantic

6555 Rock Spring Drive 280
Bethesda,MD20817 		  PC General donation 26,000

Maryland Food Bank

2200 Halethrope Farms Rd
Baltimore,MD21227 		  PC General donation 62,500

Maryland SPCA

3300 Falls Road
Baltimore,MD21211 		  PC General donation 10,000

McDonogh School

8600 McDonogh Rd
Owings Mills,MD21117 		  PC General donation 10,000

Mercy Medical Angels

4620 Haygood Rd Ste 3
Virginia Beach,VA23455 		  PC General donation 25,000

Mid-Atlantic German Shepherd Rescue

PO Box 353
Mt Airy,MD21771 		  PC General donation 5,000

Mises Institute

518 West Magnolia Ave
Auburn,AL36832 		  PC General donation 5,500

Myerberg Center

3101 Fallstaff Rd
Baltimore,MD21209 		  PC General donation 40,000

National Scleroderma Foundation

55 Ferncroft Rd 315
Danvers,MA01923 		  PC General donation 20,000

Od Yosef Chai Inc

18 New County Rd
Monsey,NY10952 		    General donation 10,000

Operation Smile

3641 Faculty Boulevard
Virginia Beach,VA23453 		  PC General donation 10,000

Pan-Mass Challenge

77 4th Avenue
Needham,MA02494 		  PC Dana Farber program 1,000

Pass-through entity K-1 - Stepstone VC 2nd Fd III

100 Painters Mill Rd Ste 700
Owings Mills,MD21117 		  PC Donation made by pass-through entity 4

Pass-through entity K-1 - Stepstone VC Fund IV

100 Painters Mill Rd Ste 700
Owings Mills,MD21117 		  PC Donation made by pass-through entity 14

Pass-through entity K-1 - Stepstone VC Fund V

100 Painters Mill Rd Ste 700
Owings Mills,MD21117 		  PC Donation made by pass-through entity 2

PCOM Foundation

4180 City Avenue
Philadelphia,PA19131 		  PC Endowed Scholarship Fund 20,000

PEF Israel Endowment Funds

6101 Executive Blvd 100
North Bethesda,MD20852 		  PC Multiple programs 88,000

Penn Hillel

215 S 39th St
Philadelphia,PA19104 		  PC General donation 10,000

PetFinder Foundation

4729 East Sunrise Dr 119
Tucson,AZ85718 		  PC General donation 5,000

Pilots N Paws

4651 Howe Rd
Landrum,SC29356 		  PC General donation 5,000

Red Rover

PO Box 188890
Sacramento,CA95818 		  PC General donation 20,000

Saint Frances Service Dogs

8232 Enon Drive
Roanoke,VA24019 		  PC General donation 30,000

Shalom Hartman Institute

475 Riverside Dr Suite 1450
New York,NY06825 		  PC General donation 20,000

Shenandoah Shepherd Rescue

PO Box 764
Stephens CIty,VA22655 		  PC General donation 5,000

Shriners Hospitals for Children

2900 Rocky Point Dr
Tampa,FL33607 		  PC General donation 13,000

Sister to Sister

204 Avenue J
Brooklyn,NY11230 		  PC General donation 20,000

Special Olympics Maryland

3701 Commerce Dr 103
Baltimore,MD21227 		  PC General donation 5,000

Special Olympics of Howard County

8970 Route 108 Suite A-1
Columbia,MD21045 		  PC General donation 5,000

St Jude Children's Research Hospital

501 St Jude Place
Memphis,TN38105 		  PC General donation 15,000

The Associated Jewish Federation of Baltimore

101 West Mt Royal Ave
Baltimore,MD21201 		  PC Multiple programs 75,000

The Bail Project

PO Box 750
Venice,CA90294 		  PC General donation 1,000

The Good Food Institute

PO Box 96503 PMB 42019
Washington,DC20090 		  PC General donation 15,000

The Good People Fund

384 Wyoming Ave
Millburn,NJ07041 		  PC Shai Asher 25,000

The Nature Conservancy

4245 North Fairfax Dr 100
Arlington,VA22203 		  PC General donation 5,000

The Trevor Project

PO Box 69232
est Hollywood,CA90069 		  PC General donation 6,000

United States Holocaust Memorial Museum

100 Raoul Wallengerg Pl SW
Washington,DC20024 		  PC General donation 10,000

University of Maryland Children's Hospital

22 S Greene Street
Baltimore,MD21201 		  PC General donation 10,000

US Friends of Dror Israel

2901 Clint Moore Rd 421
Boca Raton,FL33496 		  PC General donation 15,000

US Friends of ERAN

99 Wall St Suite 4822
New York,NY10005 		  PC General donation 10,000

World Food Program USA

1750 H Street NW Suite 500
Washington,DC20006 		  PC Yemen Relief Fund 10,000

World Ocean School

27 Washington St
Camden,ME04843 		  PC General donation 6,000

World Wildlife Fund

1250 24th Steet NW
Washington,DC20037 		  PC General donation 10,000

Yad Ezra V'Shulamit

3470 Wilshire Blvd
Los Angeles,CA90010 		  PC General donation 45,000

YIVO Institute for Jewish Research

15 West 16th St
New York,NY10011 		  PC General donation 11,000

Zaka North Inc

2920 Avenue R Suite 208
Brooklyn,NY11229 		  PC General donation 10,000
Total .................................right arrow 3a 2,006,020
bApproved for future payment

Johns Hopkins University
3400 N Charles Street
Baltimore,MD21218 		  PC Peabody Dance Scholarship 60,000

Mercy Medical Angels
4620 Haygood Rd Ste 3
Virginia Beach,VA23455 		  PC General Donation 25,000

PCOM Foundation
4180 City Avenue
Philadelphia,PA19131 		  PC Endowed Scholarship Fund 20,000
Total ................................. right arrow 3b 105,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,165  
4 Dividends and interest from securities ....     14 1,162,240  
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 900002 45,248      
7 Other investment income .....     14 160,676  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,375,047  
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) .. 45,248 3,700,128 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,745,376
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 26,795 26,795   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Name of Bond End of Year Book Value End of Year Fair Market Value
Bonds & Bond Funds (detail available on request) 6,763,552 6,787,818

TY 2024 InvestmentsCorpStockSchedule
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Name of Stock End of Year Book Value End of Year Fair Market Value
Stocks & Mutual Funds (detail available on request) 11,862,328 16,341,891

TY 2024 InvestmentsGovtObligationsSch
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
US Government Securities - End of Year Book Value:

4,215,821
US Government Securities - End of Year Fair Market Value:

4,215,821
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Limited Partnerships (detail available on request) AT COST 12,926,950 15,423,346
TCW Direct Lending AT COST 387,920 281,787

TY 2024 LegalFeesSchedule
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 17,365 17,365   0


TY 2024 OtherExpensesSchedule
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office supplies and stamps 48 0   0
Bank charges 110 110   0
Aero Capital K-1 rental expenses 2,976 2,976   0
Aero Capital K-1 Sec 1231 ordinary loss 34,586 34,586   0


TY 2024 OtherIncomeSchedule2
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AG DLI III, L.P. K-1 - PFIC income 37,102 37,102 37,102
Stepstone VC Sec III K-1 - ordinary loss -1,252 -1,252 -1,252
Stepstone VC Sec IV K-1 - ordinary loss -1,014 -1,014 -1,014
Stepstone VC Sec V K-1 - ordinary loss -918 -918 -918
Golub Capital Ptrs Int'l 12 LP K-1 - ordinary inc 69,444 69,444 69,444
WhiteHawk III Onshore Fd LP K-1 - ordinary inc 13,271 13,271 13,271
Continental Realty 1099-MISC 1,875 1,875 1,875
Metropolitan Offshore Ptrs - K-1 line 1 -1,460 -1,460 -1,460
Metropolitan Offshore Ptrs - K-1 line 11a -424 -424 -424
Stepstone VC Sec V K-1 - portfolio 74 74 74
Rocksprings Capital K-1 - portfolio 101 101 101
AG CS Holdings Fd II LP K-1 - PFIC income 45,564 45,564 45,564
Sun Capital Ptrs K-1 - portfolio -1,859 -1,859 -1,859
Stepstone VC Sec IV K-1 - portfolio income 1 1 1
Cedar Fair consent 171 171 171


TY 2024 OtherProfessionalFeesSchedule
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 194,836 194,836   0
Investment mgmt fees from K-1 230,793 230,793   0


TY 2024 TaxesSchedule
Name:
Hittman Family Foundation Inc
EIN:
91-1937345
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign tax withheld 9,802 9,802   0
Foreign tax paid on K-1 45 45   0
Federal Income tax paid 133,196 0   0
State income tax paid 15,000 15,000   0
Aero Capital K-1 foreign tax withheld 15,939 15,939   0