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 BASZUCKI FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)204 2ND AVENUE 522
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN MATEO, CA944013904
A Employer identification number

32-0660398
B Telephone number (see instructions)

(650) 241-8740
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$39,527,165J 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) 17,949,219
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,358 2,358  
4 Dividends and interest from securities... 1,749,397 1,761,169  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 96,507
b Gross sales price for all assets on line 6a 100,820,254
7 Capital gain net income (from Part IV, line 2)... 18,166,043
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
2,867 0  
12 Total. Add lines 1 through 11........ 19,800,348 19,929,570  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 494,519 0   494,519
14 Other employee salaries and wages...... 3,212,891 0   3,212,891
15 Pension plans, employee benefits....... 189,444 0   189,444
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
160,439 0   160,439
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
129,067 64,534   64,533
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,391,214 0   1,391,214
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
249,494 2,563   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 242,929 0   285,665
22 Printing and publications.......... 1,723 0   1,723
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,055,357 7,701   1,864,662
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,127,077 74,798   7,665,090
25 Contributions, gifts, grants paid....... 15,470,208 11,346,570
26 Total expenses and disbursements. Add lines 24 and 25 23,597,285 74,798   19,011,660
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,796,937
b Net investment income (if negative, enter -0-) 19,854,772
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............. 71,222 5,905,484 5,905,484
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.......... 13,246 50,958 50,958
10a Investments—U.S. and state government obligations (attach schedule) 37,714,442 Click to see attachment
List of Attached Documents:
// Content
19,895,412 		19,895,412
b Investments—corporate stock (attach schedule)....... 1,162,053 Click to see attachment
List of Attached Documents:
// Content
12,195,634 		12,195,634
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
1,479,677 		1,479,677
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) 38,960,963 39,527,165 39,527,165
Liabilities 17 Accounts payable and accrued expenses.......... 222,007 398,558
18 Grants payable................. 1,000,000 5,123,638
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) Click to see attachment
List of Attached Documents:
// Content
56,844 		Click to see attachment
List of Attached Documents:
// Content
82,803
23 Total liabilities (add lines 17 through 22)......... 1,278,851 5,604,999
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........... 37,682,112 33,922,166
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 37,682,112 33,922,166
30 Total liabilities and net assets/fund balances (see instructions). 38,960,963 39,527,165
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
37,682,112
2
Enter amount from Part I, line 27a .....................
2
-3,796,937
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
36,991
4
Add lines 1, 2, and 3 ..........................
4
33,922,166
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
33,922,166
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN DISTRIBUTIONS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 100,656,092   82,654,211 18,001,881
b 164,162     164,162
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       18,001,881
b       164,162
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 18,166,043
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) 1 275,981
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........................... 3 275,981
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- ..... 5 275,981
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 225,083
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 115,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 340,083
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 64,102
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow64,102 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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
Yes
 
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 arrowJIM CONLEY CO THE BASZUCKI FAMILY FOUNDATION Telephone no.right arrow (650) 241-8740

Located atright arrow204 2ND AVENUE 522SAN MATEOCA ZIP+4right arrow944013904
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAVID BASZUCKI PRESIDENT
1.00 		0 0 0
204 2ND AVENUE 522
SAN MATEO,CA944013904
JAN BASZUCKI SECRETARY/ TREASURER
10.00 		0 0 0
204 2ND AVENUE 522
SAN MATEO,CA944013904
CAROLYN WALL SAKATA COO/ EXECUTIVE DIRECTOR
40.00 		494,519 30,759 0
204 2ND AVENUE 522
SAN MATEO,CA944013904
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
BRET SCHER MEDICAL DIRECTOR, ME
40.00 		410,731 60,638 0
204 2ND AVENUE 522
SAN MATEO,CA944013904
JULIE MILDER DIRECTOR, NEUROSCIEN
40.00 		294,300 34,230 0
204 2ND AVENUE 522
SAN MATEO,CA944013904
JEFFREY MACGREGOR CHIEF COMMUNICATIONS
40.00 		274,440 11,092 0
204 2ND AVENUE 522
SAN MATEO,CA944013904
KAY LEE CHIEF OF STAFF
40.00 		174,698 32,891 0
204 2ND AVENUE 522
SAN MATEO,CA944013904
ANN HUYNH-LIU SENIOR GRANTS AND SY
40.00 		173,557 19,834 0
204 2ND AVENUE 522
SAN MATEO,CA944013904
Total number of other employees paid over $50,000...................right arrow 9
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
GLOBALIZATION PARTNERS BUSINESS ADMINISTRATIVE SERVICES 528,785
175 FEDERAL STREET 17TH FLOOR
BOSTON,MA02110
DANE GARVIN LTD EDUCATIONAL SERVICES 281,380
1146 SOUTH FERNANDEZ AVENUE
ARLINGTON HEIGHTS,IL60005
CHANGEFRAME LLC ADVISORY SERVICES 257,178
15 KENSINGTON ROAD
BRONXVILLE,NY10708
TPCI SOLUTIONS LLC COMMUNICATIONS 217,726
325 33RD AVE NORTHEAST
ST PETERSBURG,FL33704
GMMB COMMUNICATIONS 204,242
3050 K STREET NW SUITE 100
WASHINGTON,DC20007
Total number of others receiving over $50,000 for professional services.............right arrow10
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 METABOLIC PSYCHIATRY IMPLEMENTATION PROJECTS: FUNDED RESEARCH AND/OR SERVICES TO SCALE CLINICAL SERVICES AND/OR RESEARCH, INCLUDING DISSEMINATING THE RESULTS TO THE PUBLIC. 568,000
2 BG HOSTED MEETINGS: BG-HOSTED SCIENTIFIC CONVENINGS AND EDUCATIONAL EVENTS TO SHARE RESEARCH RESULTS AND BUILD COMMUNITY IN SCIENTIFIC AND CLINICAL SPACES. 341,232
3 CONTINUING MEDICAL EDUCATION: FUNDED ACTIVITIES RELATED TO CREATING AND DISSEMINATING CONTINUING MEDICAL EDUCATION (CME) FOCUSED ON METABOLIC HEALTH AND MENTAL HEALTH FOR CLINICIANS AND THE GENERAL PUBLIC. 304,536
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
34,671,599
b
Average of monthly cash balances.......................
1b
3,865,878
c
Fair market value of all other assets (see instructions)................
1c
1,451,469
d
Total (add lines 1a, b, and c).........................
1d
39,988,946
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
39,988,946
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
599,834
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,389,112
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,969,456
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
1,969,456
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
275,981
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
275,981
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,693,475
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,693,475
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
1,693,475
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
19,011,660
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
19,011,660
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 1,693,475
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......  
d From 2022......  
e From 2023...... 10,137,118
f Total of lines 3a through e ........ 10,137,118
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 19,011,660
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)........ 		Click to see attachment
List of Attached Documents:
// Content
17,318,185
d Applied to 2024 distributable amount..... 1,693,475
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 27,455,303
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) ....... 		17,949,219
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 ...... 		9,506,084
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.... 9,506,084
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).)
DAVID BASZUCKI
JAN BASZUCKI
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

BRAIN FOG RECOVERY SOURCE

2015 NE 96TH CT
VANCOUVER,WA98664 		  PC PARTICIPANT SCHOLARSHIPS FOR BRAIN FOG RECOVERY PROGRAM. 20,500
CAROLINE BECKWITH


2621 PALISADE AVE APT 16L
BRONX,NY10463 		NONE I 2024 FRESH START AWARD. 10,000

CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD

WELLINGTON SQUARE
OXFORD,OXFORDSHIREOX12JD
UK 		  PC 16-WEEK STUDY OF KETO IN ADHD (WITH DEPRESSION) WITH COACHING AND METPSY APP. 100,000

CHILDREN'S MENTAL HEALTH RESOURCE CENTER INC

111 HEKILI ST STE A-600
KAILUA,HI96734 		  PC KETOGENIC THERAPY IN ACTION PILOT PROGRAM AND STUDY. 100,000
CYRGUE DESSAUCE


61 AVE DE SEGUR
PARIS   75007
FR 		NONE I 2024 FRESH START AWARD. 10,000
DONIKA HRISTOVA


1899 ORACLE WAY 525
RESTON,VA20190 		NONE I 2024 FRESH START AWARD. 10,000
DYANE HARWOOD


239 PARK AVE
BEN LOMOND,CA95005 		NONE I 2024 FRESH START AWARD. 10,000

HEALTH RESEARCH ALLIANCE

6409 FAYETTEVILLE RD STE 120-246
DURHAM,NC27713 		  PC MEMBERSHIP DUES FOR 2024. 10,000
ISABELLA HYATT


119 EL DORADO DR
LITTLE ROCK,AR72212 		NONE I 2024 FRESH START AWARD. 10,000

MAYO CLINIC

PO BOX 860334
MINNEAPOLIS,MN55486 		  PC 16-WEEK KETOGENIC INTERVENTION FOR BIPOLAR DEPRESSION: ROADMAP CLINICAL TRIAL DRIVING CLINICAL IMPLEMENTATION. 1,380,617

MCLEAN HOSPITAL CORPORATION

PO BOX 3951
BOSTON,MA022413951 		  PC SUPPORT DR. VIRGINIE-ANNE CHOUINARD IN THEIR WORK ON THE KETO-BD TRIAL: A RANDOMIZED CONTROLLED CLINICAL TRIAL OF THE KETOGENIC DIET FOR BRAIN ENERGY METABOLISM AND PSYCHIATRIC SYMPTOMS IN FIRST EPISODE BIPOLAR DISORDER. 130,585
MIA MENDEZ


3330 MIDVALE DR 1108
WILMINGTON,NC28412 		NONE I 2024 FRESH START AWARD. 10,000
NESERET BEMIENT


11008-102 AVE UNIT 120
FORT ST JOHN,BCV1J0L9
CA 		NONE I 2024 FRESH START AWARD. 10,000
NINA CARBONE


2814 FRANCENA CT
BRUNSWICK,OH44212 		NONE I 2024 FRESH START AWARD. 10,000
OLIVER SELIGMAN


BENTSEGATA 4B
OSLO   0465
NO 		NONE I 2024 FRESH START AWARD. 10,000

REGENERATIVE AGRICULTURE FOUNDATION

PO BOX 7276
MINNEAPOLIS,MN55407 		  PC FUNDERS FOR REGENERATIVE AGRICULTURE MEMBERSHIP. 10,000

REGENTS OF THE UNIVERSITY OF MICHIGAN

3003 S STATE ST
ANN ARBOR,MI48109 		  GOV FOR A ONE-YEAR STUDY: SLEEP INSTABILITY AND QUALITY OF LIFE AMONG REGISTERED NURSES WITH BIPOLAR. 15,640

RIPPLE OF HOPE FILMS INC

1907 BROUGHTON DR
BEVERLY,MA01915 		  PC SUPPORT THE PRODUCTION BUDGET FOR THE DOCUMENTARY CURRENTLY ENTITLED UNTITLED WHITE OAK PROJECT, PRODUCED BY LONG SHOT FILM LLC. 90,776
ROBYN DOBBINS


2700 WESLAYAN DR
DENTON,TX76210 		NONE I 2024 FRESH START AWARD. 10,000
SHANNON HARWOOD


42A CHARLES ST
MOONAH,TASMANIA7009
AS 		NONE I 2024 FRESH START AWARD. 10,000

SUNDANCE INSTITUTE

PO BOX 684429
PARK CITY,UT84068 		  PC CATALYST FORUM. 35,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES

BOX 957089 1125 MURPHY HALL 405
HILGARD AVE
LOS ANGELES,CA900957089 		  GOV PILOT + RCT IN ADOLESCENTS WITH BIPOLAR DISORDER. 1,498,651

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES

BOX 957089 1125 MURPHY HALL 405
HILGARD AVE
LOS ANGELES,CA900957089 		  GOV SUPPORT THE WORK TO CONTINUE TO BUILD THE CHILD BIPOLAR NETWORK. 284,179

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO

UCSD CAMPUS MAIN DEPOSITORY PO BOX
741539
LOS ANGELES,CA900741539 		  GOV THERAPEUTIC KETOGENIC DIET TO TREAT ANOREXIA NERVOSA-SPECIFIC COGNITIONS AND BEHAVIORS. 588,112

THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK

PO BOX 9
ALBANY,NY122010009 		  PC SUPPORT THE USE OF KETOSIS IN MODULATING METABOLIC PATHWAYS IN BIPOLAR DISORDER. 997,605

THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK

PO BOX 9
ALBANY,NY122010009 		  PC A RESEARCH PROJECT TO DEVELOP A DATA-DRIVEN SOFTWARE PLATFORM FOR MODELING COMPUTATIONAL PSYCHIATRY KNOWN AS NEUROBLOX UNDER THE DIRECT SUPERVISION OF L. R. MUJICA-PARODI, PH.D., $1,022,977 IN 2022, $997,128 IN 2023, $1,001,326 IN 2024. 1,001,326

THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

516 W 168TH ST 3RD FLOOR
NEW YORK,NY10032 		  PC GENERAL SUPPORT FOR RESEARCH IN MITOCHONDRIAL PSYCHOBIOLOGY, CURRENTLY BEING CONDUCTED BY DR. MARTIN PICARD. 500,000

UNITE AMERICA INSITITUTE INC

1580 LINCOLN ST STE 520
DENVER,CO80203 		  PC FOR UNITE AMERICA FUND ($1.8M) AND UNITE AMERICA OPERATIONS ($500K). 2,300,000

UNIVERSITY OF PITTSBURGH

213 PARK PLAZA 128 NORTH CRAIG ST
PITTSBURGH,PA15260 		  PC SUPPORT THE PROJECT ELUCIDATING NEUROBIOLOGICAL MECHANISMS UNDERLYING THE THERAPEUTIC EFFECT OF THE KETOGENIC DIET IN BIPOLAR DISORDER (BD): A MULTIDISCIPLINARY MECHANISTIC STUDY BEING CONDUCTED BY MARY PHILIPS, MD. 2,173,579
Total .................................right arrow 3a 11,346,570
bApproved for future payment

HEALTH RESEARCH ALLIANCE
6409 FAYETTEVILLE RD STE 120-246
DURHAM,NC27713 		  PC 2025 MEMBERSHIP DUES. 10,000

MAYO CLINIC
PO BOX 860334
MINNEAPOLIS,MN55486 		  PC 16-WEEK KETOGENIC INTERVENTION FOR BIPOLAR DEPRESSION: ROADMAP CLINICAL TRIAL DRIVING CLINICAL IMPLEMENTATION. 1,959,440

MCLEAN HOSPITAL CORPORATION
PO BOX 3951
BOSTON,MA022413951 		  PC SUPPORT DR. VIRGINIE-ANNE CHOUINARD IN THEIR WORK ON THE KETO-BD TRIAL: A RANDOMIZED CONTROLLED CLINICAL TRIAL OF THE KETOGENIC DIET FOR BRAIN ENERGY METABOLISM AND PSYCHIATRIC SYMPTOMS IN FIRST EPISODE BIPOLAR DISORDER. 1,009,872

METABOLIC COLLECTIVE
848 DODGE AVE STE 220
EVANSTON,IL60202 		  PC GENERAL SUPPORT. 100,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K ST NW STE 550
WASHINGTON,DC20006 		  PC 2025 MEMBERSHIP DUES. 1,500

PEAK GRANTMAKING INC
1701 PENNSYLVANIA AVE STE 200
WASHINGTON,DC20006 		  PC 2025 MEMBERSHIP DUES ($750) AND GENERAL SUPPORT ($2250). 3,000

REGENERATIVE AGRICULTURE FOUNDATION
PO BOX 7276
MINNEAPOLIS,MN55407 		  PC 2025 FUNDERS FOR REGENERATIVE AGRICULTURE (FORA) MEMBERSHIP. 10,000

RIPPLE OF HOPE FILMS INC
1907 BROUGHTON DR
BEVERLY,MA01915 		  PC SUPPORT THE PRODUCTION BUDGET FOR THE DOCUMENTARY CURRENTLY ENTITLED UNTITLED WHITE OAK PROJECT, PRODUCED BY LONG SHOT FILM LLC. 60,517

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
BOX 957089 1125 MURPHY HALL 405
HILGARD AVE
LOS ANGELES,CA900957089 		  GOV SUPPORT THE WORK TO CONTINUE TO BUILD THE CHILD BIPOLAR NETWORK. 479,382

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
BOX 957089 1125 MURPHY HALL 405
HILGARD AVE
LOS ANGELES,CA900957089 		  GOV PILOT + RCT IN ADOLESCENTS WITH BIPOLAR DISORDER. 1,458,398

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
UCSD CAMPUS MAIN DEPOSITORY PO BOX
741539
LOS ANGELES,CA900741539 		  GOV THERAPEUTIC KETOGENIC DIET TO TREAT ANOREXIA NERVOSA-SPECIFIC COGNITIONS AND BEHAVIORS. 1,154,984

THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
516 W 168TH ST 3RD FLOOR
NEW YORK,NY10032 		  PC GENERAL SUPPORT FOR RESEARCH IN MITOCHONDRIAL PSYCHOBIOLOGY, CURRENTLY BEING CONDUCTED BY DR. MARTIN PICARD. 30,124

UNITE AMERICA INSITITUTE INC
1580 LINCOLN ST STE 520
DENVER,CO80203 		  PC FOR UNITE AMERICA FUND ($2M) AND UNITE AMERICA OPERATIONS ($500K). 5,000,000
Total ................................. right arrow 3b 11,277,217
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 2,358  
4 Dividends and interest from securities ....     14 1,749,397  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 96,507  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    18 2,867  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,851,129 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,851,129
(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 BASZUCKI FAMILY FOUNDATION
 
Employer identification number

32-0660398
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 BASZUCKI FAMILY FOUNDATION
  		Employer identification number
32-0660398
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
DAVID AND JAN BASZUCKI
204 2ND AVENUE 522
 
SAN MATEO, CA944013904

$ 17,949,219


(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 BASZUCKI FAMILY FOUNDATION
  		Employer identification number

32-0660398
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
 SECURITY (ROBLOX CORP CL A) 40,000 SHARES $ 1,776,000 2025-02-09
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 40,000 SHARES $ 1,749,600 2025-02-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 875 SHARES $ 38,622 2025-02-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 20,000 SHARES $ 764,400 2025-04-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 11,073 SHARES $ 366,627 2025-05-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 3,038 SHARES $ 100,710 2025-05-30
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE BASZUCKI FAMILY FOUNDATION
  		Employer identification number

32-0660398
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
 SECURITY (ROBLOX CORP CL A) 19,222 SHARES $ 646,243 2025-05-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 33,333 SHARES $ 1,166,322 2025-06-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 33,334 SHARES $ 1,351,027 2025-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 33,333 SHARES $ 1,445,319 2025-08-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 33,333 SHARES $ 1,509,318 2025-09-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 33,334 SHARES $ 1,404,695 2025-10-25
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE BASZUCKI FAMILY FOUNDATION
  		Employer identification number

32-0660398
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
 SECURITY (ROBLOX CORP CL A) 33,333 SHARES $ 1,700,983 2025-11-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITY (ROBLOX CORP CL A) 66,667 SHARES $ 3,929,353 2025-12-05
(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 BASZUCKI FAMILY FOUNDATION
  		Employer identification number

32-0660398
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 BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 129,067 64,534   64,533

TY 2024 DistributionFromCorpusElection
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Election:
DISTRIBUTION FROM CORPUS ELECTION PURSUANT TO CODE SEC. 4942(H) AND REG. SEC. 53.4942(A)-3(D)(2):THE FOUNDATION HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS, TO THE EXTENT INDICATED ON THE RETURN, IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.

TY 2024 GeneralExplanationAttachment
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Identifier Return Reference Explanation
  FORM 990-PF, PART XII, LINE 7 DISTRIBUTION FROM CORPUS ELECTION PURSUANT TO REG. SEC. 53.4942(A)-3(C)(2)(IV):PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) , THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS: 2023: $10,137,118TOTAL: $10,137,118

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO (MMM) 2,065 2,065
ABB LTD SPON ADR EACH REP ORD SHS (ABBNY) 2,363 2,363
ABBOTT LABORATORIES(ABT) 3,959 3,959
ABBVIE INC COM USD(ABBV) 5,331 5,331
ACCENTURE PLC (ACN) 3,870 3,870
ADOBE INC COM (ADBE) 3,557 3,557
ADVANCED MICRO DEVICES INC(AMD) 3,382 3,382
AIA GROUP ADR(AAGIY) 2,824 2,824
AIR PRODUCTS AND CHEMICALS INC (APD) 1,740 1,740
AIRBNB INC COM CL A(ABNB) 1,708 1,708
AIRBUS SE UNSPON ADR EA REPR ORD EUR1 (EADSY) 2,231 2,231
AKAMAI TECHNOLOGIES COM USD (AKAM) 1,913 1,913
AKZO NOBEL NV SPON ADS EACH REP ORD SHS(R/S) (AKZOY) 2,234 2,234
ALLIANZ SE UNSPON ADS EACH REP ORD SHARES (ALIZY) 2,871 2,871
ALPHABET INC CAP STK CL A(GOOGL) 26,881 26,881
ALPHABET INC CAP STK CL C(GOOG) 6,285 6,285
AMADEUS IT GROUP S A UNSPONSORED ADS (AMADY) 2,116 2,116
AMAZON.COM INC (AMZN) 32,250 32,250
AMEREN CORP COM USD(AEE) 2,139 2,139
AMERICAN ELEC PWR CO INC COM(AEP) 1,937 1,937
AMERICAN EXPRESS CO COM USD(AXP) 3,858 3,858
AMERICAN TOWER CORP NEW COM(AMT) 1,834 1,834
AMGEN INC (AMGN) 2,606 2,606
AMPHENOL CORP CLASS A COM USD (APH) 2,986 2,986
ANALOG DEVICES INC COM(ADI) 2,762 2,762
ANZ GROUP HOLDINGS LIMITED SPON ADR EACH REP ORD SHS (ANZGY) 2,005 2,005
APPLE INC (AAPL) 56,094 56,094
APPLIED MATERIALS INC COM USD (AMAT) 2,602 2,602
ARISTA NETWORKS INC COM SHS(ANET) 2,653 2,653
ASML HOLDING NV EUR NY REGISTRY SHS 2012 (ASML) 5,545 5,545
ASSA ABLOY UNSP ADR EA REPR ORD SHS (ASAZY) 2,110 2,110
ASTRAZENECA PLC SPON ADR EACH REP ORD SHS (AZN) 3,997 3,997
AT&T INC COM USD (T) 3,028 3,028
ATLAS COPCO AB SP ADR A NEW (ATLKY) 1,574 1,574
AUTODESK INC (ADSK) 2,069 2,069
AUTOMATIC DATA PROCESSING INC COM (ADP) 2,635 2,635
BAE SYSTEMS PLC SPONSORED ADR (BAESY) 1,543 1,543
BANCO SANTANDER S.A. ADR (SAN) 2,348 2,348
BANK AMERICA CORP COM(BAC) 5,582 5,582
BANK OF NEW YORK MELLON CORP COM USD (BK) 2,382 2,382
BECTON DICKINSON &CO COM USD (BDX) 2,042 2,042
BEIERSDORF A G UNSPONSORED GERMA ADR (BDRFY) 1,932 1,932
BHP GROUP LTD SPON ADS EACH REP ORD SHS (BHP) 3,320 3,320
BLACKROCK INC COM (BLK) 3,075 3,075
BLACKSTONE INC (BX) 2,931 2,931
BNP PARIBAS ADR(BNPQY) 1,596 1,596
BOEING CO (BA) 2,655 2,655
BOOKING HOLDINGS INC COM(BKNG) 4,968 4,968
BOSTON SCIENTIFIC CORP(BSX) 3,483 3,483
BP PLC SPONSORED ADR (BP) 2,453 2,453
BRIDGESTONE CORP ADR EACH CNV ORD NPV (BRDCY) 2,383 2,383
BRISTOL-MYERS SQUIBB CO COM(BMY) 2,771 2,771
BROADCOM INC COM (AVGO) 16,461 16,461
CADENCE DESIGN SYSTEMS INC COM USD (CDNS) 2,103 2,103
CAPGEMINI UNSPON ADR EACH REPR ORD SHS (CGEMY) 1,396 1,396
CATERPILLAR INC COM (CAT) 3,628 3,628
CELANESE CORP DEL COM(CE) 1,246 1,246
CENTRAL JAPAN RY CO UNSPON ADR (CJPRY) 2,169 2,169
CHEVRON CORP NEW COM(CVX) 4,345 4,345
CHIPOTLE MEXICAN GRILL INC(CMG) 2,231 2,231
CHUBB LIMITED COM NPV ISIN (CB) 2,210 2,210
CHURCH &DWIGHT CO INC COM(CHD) 1,885 1,885
CINTAS CORP (CTAS) 2,010 2,010
CISCO SYSTEMS INC (CSCO) 3,907 3,907
CITIGROUP INC (C) 3,168 3,168
CME GROUP INC COM (CME) 2,090 2,090
COINBASE GLOBAL INC COM CL A(COIN) 1,490 1,490
COLGATE-PALMOLIVE CO COM (CL) 2,273 2,273
COMCAST CORP (CMCSA) 3,115 3,115
COMMONWEALTH BANK OF AUSTRALIA SPON ADR EACH REPR ORD (CMWAY) 3,539 3,539
COMPAGNIE DE ST-GOBAIN UNSP ADR EACH REPR ORD (CODYY) 2,107 2,107
COMPAGNIE FINANCIERE RICHEMONT SA. SPON ADR EACH REPR ORD (CFRUY) 2,368 2,368
COMPASS GROUP PLC SPON ADR EACH REP ORD SHS (POST SPLT) (CMPGY) 2,452 2,452
CONOCOPHILLIPS COM(COP) 2,578 2,578
CONSTELLATION ENERGY CORP COM(CEG) 1,566 1,566
COSTCO WHOLESALE CORP COM(COST) 6,414 6,414
CRH ORD EUR (DI)(CRH) 1,943 1,943
CROWDSTRIKE HLDGS INC CL A(CRWD) 2,053 2,053
CROWN CASTLE INC COM (CCI) 1,452 1,452
CSL LTD SPON ADR EACH REPR ORD (CSLLY) 2,364 2,364
CSX CORP COM USD (CSX) 2,323 2,323
CUMMINS INC (CMI) 2,092 2,092
CVS HEALTH CORPORATION COM USD (CVS) 1,347 1,347
DAIICHI SANKYO ADR(DSNKY) 1,310 1,310
DANAHER CORPORATION COM (DHR) 3,214 3,214
DEERE & CO (DE) 2,542 2,542
DEUTSCHE BOERSE AG UNSPONSORD ADR (DBOEY) 2,370 2,370
DEUTSCHE POST ADR(DHLGY) 1,605 1,605
DEUTSCHE TELEKOM ADR (DTEGY) 2,746 2,746
DEVON ENERGY CORP NEW(DVN) 2,062 2,062
DIAMONDBACK ENERGY INC COM USD (FANG) 1,802 1,802
DISNEY WALT CO COM (DIS) 4,231 4,231
DOMINION ENERGY INC COM(D) 1,777 1,777
DOW INC COM (DOW) 2,087 2,087
DR HORTON INC COM STK USD(DHI) 1,398 1,398
DTE ENERGY CO (DTE) 2,294 2,294
EATON CORPORATION PLC(ETN) 2,987 2,987
ECOLAB INC (ECL) 1,875 1,875
EDP ENERGIAS DE PORTUGAL SA SPONSORED ADR (EDPFY) 1,641 1,641
ELEVANCE HEALTH INC COM(ELV) 1,845 1,845
ELI LILLY &CO COM (LLY) 10,036 10,036
EQUIFAX INC COM USD(EFX) 1,784 1,784
EQUINIX INC COM (EQIX) 1,886 1,886
EQUITABLE HLDGS INC COM(EQH) 2,311 2,311
ESSILOR LUXOTTICA UNSPONSORED ADR (ESLOY) 2,172 2,172
EVERSOURCE ENERGY (ES) 1,780 1,780
EXPERIAN PLC SPON ADR EACH REP ORD SHS (EXPGY) 1,880 1,880
EXXON MOBIL CORP COM (XOM) 7,745 7,745
FIFTH THIRD BANCORP(FITB) 2,029 2,029
FIMM TREASURY ONLY PORTFOLIO: INSTL 5,521,777 5,521,777
FISERV INC COM STK USD(FI) 3,081 3,081
FORTINET INC COM USD(FTNT) 1,795 1,795
FOX CORP CL A COM (FOXA) 2,720 2,720
FREEPORT-MCMORAN INC COM USD (FCX) 2,437 2,437
FUJIFILM HOLDINGS ADR(FUJIY) 2,087 2,087
GE AEROSPACE COM NEW(GE) 3,336 3,336
GE VERNOVA INC COM (GEV) 2,303 2,303
GENERAL MTRS CO COM (GM) 1,811 1,811
GENUINE PARTS CO COM USD (GPC) 2,335 2,335
GILEAD SCIENCES INC COM USD (GILD) 2,494 2,494
GLENCORE PLC UNSPONSORD ADR (GLNCY) 1,519 1,519
GMO QUALITY FUND R6 (GQESX) 4,620,441 4,620,441
GODADDY INC CL A(GDDY) 2,368 2,368
GOLDMAN SACHS GROUP INC COM USD (GS) 4,008 4,008
GSK PLC SPON ADS EACH REP ORD SHS (GSK) 2,131 2,131
HALEON PLC SPON ADS EACH REP ORD SHS (HLN) 1,708 1,708
HEALTHPEAK PROPERTIES INC COM (DOC) 1,743 1,743
HENKEL AG&CO. KGAA SPON ADS EACH REP ORD SHS PFD (HENOY) 1,995 1,995
HERMES INTERNATIONAL SA ADR(HESAY) 1,912 1,912
HILTON WORLDWIDE HLDGS INC (HLT) 3,460 3,460
HITACHI ADR EACH REPR ORD NPV (HTHIY) 2,968 2,968
HOLCIM LTD SPON ADS EACH REPR ORD SHS (HCMLY) 3,083 3,083
HOME DEPOT INC (HD) 6,613 6,613
HONDA MOTOR CO ADR-EACH CNV INTO ORD (HMC) 2,855 2,855
HONEYWELL INTERNATIONAL INC COM USD1 (HON) 2,937 2,937
HSBC HLDGS PLC SPON ADR NEW (HSBC) 3,413 3,413
HYATT HOTELS CORP (H) 2,041 2,041
IBERDROLA SA SPON ADR EACH REP ORD (IBDRY) 1,875 1,875
INFORMA PLC SPON ADR EACH REPR ORD GBP (IFJPY) 2,220 2,220
INGERSOLL RAND INC COM(IR) 2,352 2,352
INTEL CORP COM USD(INTC) 1,845 1,845
INTERCONTINENTAL EXCHANGE INC COM USD (ICE) 2,384 2,384
INTERNATIONAL BUS MACH CORP COM USD (IBM) 3,517 3,517
INTESA SANPAOLO S.P.A. SPON ADR EACH REP ORD SHS (ISNPY) 2,560 2,560
INTUIT INC (INTU) 3,143 3,143
INTUITIVE SURGICAL INC(ISRG) 4,176 4,176
IQVIA HLDGS INC COM(IQV) 2,162 2,162
ITOCHU ADR REP ORD(ITOCY) 2,168 2,168
JOHNSON &JOHNSON COM (JNJ) 6,074 6,074
JPMORGAN CHASE &CO. COM(JPM) 11,027 11,027
KAO CORP UNSPON ADS EACH REP ORD SHS (KAOOY) 1,745 1,745
KENVUE INC COM (KVUE) 1,388 1,388
KIMBERLY-CLARK CORP COM (KMB) 1,835 1,835
KIMCO REALTY CORP COM USD(KIM) 2,109 2,109
KINDER MORGAN INC COM USD(KMI) 2,658 2,658
KKR &CO INC COM (KKR) 2,662 2,662
KLA CORP COM NEW (KLAC) 1,890 1,890
KOMATSU SPON ADR EACH REP ORD NPV SHS (KMTUY) 1,667 1,667
KONINKLIJKE AHOLD DELHAIZE N V S ADR (ADRNY) 2,281 2,281
KYOCERA CORP SPON ADS EACH REP ORD SHS (KYOCY) 2,383 2,383
L AIR LIQUIDE ORD ADR(AIQUY) 2,225 2,225
L OREAL UNSPON ADR EACH REP ORD SHS (LRLCY) 2,042 2,042
LAM RESEARCH CORP COM NEW(LRCX) 2,095 2,095
LEGAL &GENERAL GROUP PLC SPONSORED ADR (LGGNY) 2,217 2,217
LEGRAND SA UNSPON ADR EACH REPR ORD (LGRDY) 1,834 1,834
LENNAR CORP COM USD CLASS A (LEN) 1,773 1,773
LINDE PLC COM EUR(LIN) 3,349 3,349
LKQ CORP (LKQ) 2,242 2,242
LOCKHEED MARTIN CORP COM USD (LMT) 1,944 1,944
LONDON STOCK EXCHANGE GROUP UNSPN ADR EACH REPR ORD (LNSTY) 2,427 2,427
LOWES COMPANIES INC COM USD (LOW) 2,715 2,715
MACQUARIE GROUP LIMITED ADR EACH REPR ORD (MQBKY) 3,004 3,004
MARRIOTT INTERNATIONAL INC COM USD CLASS A (MAR) 2,789 2,789
MARSH &MCLENNAN COMPANIES INC COM USD (MMC) 2,124 2,124
MASTERCARD INCORPORATED CL A(MA) 7,372 7,372
MCKESSON CORP (MCK) 2,280 2,280
MEDIOBANCA - BANCA DI CREDITO UNSPONSORED ADR (MDIBY) 1,968 1,968
MEDTRONIC PLC (MDT) 2,796 2,796
MERCADOLIBRE INC COM USD(MELI) 1,700 1,700
MERCEDES-BENZ GROUP AG UNSP ADR EACH REP ORD SHS (MBGYY) 1,769 1,769
META PLATFORMS INC CLASS A COMMON STOCK (META) 20,493 20,493
MICRON TECHNOLOGY INC (MU) 1,936 1,936
MICROSOFT CORP (MSFT) 45,944 45,944
MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADS EACH REP ORD SHS (MUFG) 3,094 3,094
MITSUI FUDOSAN UNSP ADR EACH REPR ORD (MTSFY) 1,486 1,486
MIZUHO FINANCIAL GROUP SPON ADS EACH REPR ORD SHS (MFG) 2,504 2,504
MOODYS CORP COM USD(MCO) 2,367 2,367
MORGAN STANLEY COM USD(MS) 3,394 3,394
MUENCHENER RE GROUP ADR(MURGY) 2,305 2,305
NATIONAL AUSTRALIA BANK ORD (NABZY) 2,677 2,677
NATIONAL GRID SPON ADR EACH REP ORD SHS POST SPLT (NGG) 1,723 1,723
NETFLIX INC (NFLX) 7,131 7,131
NEWMONT CORP COM ISIN SEDOL (NEM) 1,787 1,787
NEXTERA ENERGY INC COM USD(NEE) 2,653 2,653
NIKE INC CLASS B COM NPV(NKE) 2,270 2,270
NINTENDO CO LTD UNSP ADS EACH REP ORD SHS (NTDOY) 2,268 2,268
NORTHERN TRUST CORP COM USD (NTRS) 2,153 2,153
NOVARTIS AG SPONSORED ADR (NVS) 3,795 3,795
NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 (NVO) 5,505 5,505
NVIDIA CORPORATION COM(NVDA) 51,567 51,567
NXP SEMICONDUCTORS NV(NXPI) 1,663 1,663
OCCIDENTAL PETE CORP COM(OXY) 1,976 1,976
ORACLE CORP (ORCL) 4,499 4,499
OREILLY AUTOMOTIVE INC COM (ORLY) 2,372 2,372
OVINTIV INC COM ISIN SEDOL (OVV) 1,823 1,823
PACCAR INC COM USD(PCAR) 2,080 2,080
PALANTIR TECHNOLOGIES INC CL A (PLTR) 3,328 3,328
PALO ALTO NETWORKS INC COM USD (PANW) 2,547 2,547
PARKER-HANNIFIN CORP COM (PH) 1,908 1,908
PAYPAL HLDGS INC COM(PYPL) 2,134 2,134
PFIZER INC (PFE) 3,157 3,157
PHILLIPS 66 (PSX) 2,506 2,506
PNC FINANCIAL SERVICES GROUP COM USD5 (PNC) 2,314 2,314
PROCTER AND GAMBLE CO COM(PG) 6,203 6,203
PROGRESSIVE CORP COM (PGR) 2,636 2,636
PROLOGIS INC. COM (PLD) 2,431 2,431
PUBLIC STORAGE OPER CO COM(PSA) 1,497 1,497
QUALCOMM INC (QCOM) 3,380 3,380
REALTY INCOME CORP COM (O) 2,136 2,136
RECKITT BENCKISER GROUP PLC SPON ADR EACH REP ORD SHS (RBGLY) 3,173 3,173
RECRUIT HOLDINGS CO LTD UNSPON ADR EACH REPR ORD SHS (RCRUY) 2,417 2,417
REGENERON PHARMACEUTICALS INC (REGN) 2,137 2,137
REGIONS FINANCIAL CORP NEW COM (RF) 2,046 2,046
RELX PLC SPON ADS EACH REPR ORD SHS GBP (RELX) 2,362 2,362
ROBLOX CORP CL A (RBLX) 50,628 50,628
ROCHE HOLDINGS ADR(RHHBY) 4,046 4,046
ROCKWELL AUTOMATION INC COM USD (ROK) 2,001 2,001
ROLLS ROYCE HOLDINGS SPON ADR EACH REP ORD SHS (RYCEY) 1,629 1,629
ROPER TECHNOLOGIES INC(ROP) 2,079 2,079
ROSS STORES INC (ROST) 2,269 2,269
RTX CORPORATION COM USD(RTX) 2,893 2,893
S&P GLOBAL INC COM(SPGI) 3,984 3,984
SAFRAN SA UNSPON ADR EA REP ORD (SAFRY) 2,180 2,180
SALESFORCE INC COM (CRM) 5,684 5,684
SANDVIK AB ADR-EACH REPR ORD SEK (SDVKY) 1,683 1,683
SANOFI ADR REP ORD (SNY) 2,942 2,942
SAP ADR REP ORD(SAP) 5,170 5,170
SBA COMMUNICATIONS CORP NEW CL A 1,427 1,427
SCHLUMBERGER LIMITED COM USD (SLB) 2,377 2,377
SCHNEIDER ELECTRIC SE UNSPONSORD ADR (SBGSY) 2,879 2,879
SCHWAB CHARLES CORP COM(SCHW) 2,368 2,368
SEKISUI HOUSE ADR REP ORD (SKHSY) 2,176 2,176
SERVICENOW INC COM USD(NOW) 4,240 4,240
SHELL PLC SPON ADS EA REP ORD SHS (SHEL) 3,759 3,759
SHERWIN-WILLIAMS CO (SHW) 2,040 2,040
SHIN ETSU CHEMICAL CO LTD ADR(SHECY) 1,652 1,652
SIEMENS AG SPON ADR EACH REP ORD SHS (SIEGY) 3,190 3,190
SIKA AG UNSP ADR EACH REP ORD SHS (SXYAY) 1,840 1,840
SINGAPORE TELECOMMUNICATIONS ADR (SGAPY) 2,230 2,230
SONY GROUP CORPORATION SPON ADS EACH REPR ORD SHS (SONY) 3,259 3,259
SOUTHERN CO (SO) 1,811 1,811
SPARK NEW ZEALAND ADR(SPKKY) 1,394 1,394
STRYKER CORPORATION COM (SYK) 2,880 2,880
SUMITOMO MITSUI FINANCIAL GROUP INC ADR EACH REPR ORD NPV (SMFG) 2,855 2,855
SUN COMMUNITIES INC (SUI) 1,599 1,599
SWEETGREEN INC COM CL A(SG) 866 866
SWISS LIFE HLDG ADR(SZLMY) 2,585 2,585
SWISS RE AG SPON ADR EACH REPR ORD SHS (SSREY) 2,562 2,562
SYNOPSYS INC (SNPS) 1,941 1,941
TAKEDA PHARMACEUTICAL CO LTD SPON ADS EACH REP ORD SHS (TAK) 2,953 2,953
TARGET CORP (TGT) 1,622 1,622
TELEDYNE TECHNOLOGIES INC(TDY) 2,321 2,321
TELSTRA GROUP LIMITED SPON ADR EACH REP COM (TLGPY) 2,606 2,606
TESCO SPON ADR ECH REP ORD (POST REV SPLIT) (TSCDY) 2,720 2,720
TESLA INC COM (TSLA) 18,577 18,577
TEXAS INSTRUMENTS INC COM USD (TXN) 3,375 3,375
THE CIGNA GROUP COM (CI) 1,657 1,657
THERMO FISHER SCIENTIFIC INC(TMO) 4,162 4,162
TJX COMPANIES INC (TJX) 3,020 3,020
T-MOBILE US INC COM (TMUS) 2,649 2,649
TOKIO MARINE HLDGS INC ADR(TKOMY) 1,729 1,729
TOYOTA MOTOR CORP ADR-EACH REP ORD NPV LVL (TM) 4,476 4,476
TRANE TECHNOLOGIES PLC COM USD (TT) 2,585 2,585
TRANSDIGM GROUP INC(TDG) 1,267 1,267
TRAVELERS COMPANIES INC COM STK NPV (TRV) 1,927 1,927
UBER TECHNOLOGIES INC COM(UBER) 2,232 2,232
UNICREDIT SPA UNSPON ADR EACH REP ORD SHS (UNCRY) 1,838 1,838
UNION PAC CORP COM(UNP) 2,736 2,736
UNITED OVERSEAS BK LTD SPONSORED ADR (UOVEY) 2,294 2,294
UNITED PARCEL SERVICE INC CL B(UPS) 2,144 2,144
UNITED RENTALS INC(URI) 1,409 1,409
UNITEDHEALTH GROUP INC(UNH) 7,588 7,588
UPM-KYMMENE CORP UNSPON ADS EACH REPR ORD SHS (UPMMY) 1,492 1,492
US BANCORP(USB) 2,152 2,152
VANGUARD TOTAL INTERNATIONAL STOCK 948,671 948,671
VEOLIA ENVIRONNEMENT SPON ADR EACH REP ORD EUR (VEOEY) 3,077 3,077
VERIZON COMMUNICATIONS INC (VZ) 3,079 3,079
VERTEX PHARMACEUTICALS INC(VRTX) 2,416 2,416
VISA INC (V) 8,533 8,533
VOLVO(AB) UNSP ADR EACH REP ORD SHS (VLVLY) 1,546 1,546
WALMART INC COM (WMT) 6,325 6,325
WASTE MANAGEMENT INC (WM) 2,220 2,220
WEC ENERGY GROUP INC COM (WEC) 2,069 2,069
WELLS FARGO CO NEW COM(WFC) 4,285 4,285
WELLTOWER INC COM (WELL) 1,890 1,890
WESFARMERS ADR (WFAFY) 2,288 2,288
WEST JAPAN RAILWAY CO UNSPON ADR EA REPR ORD SHS (WJRYY) 1,857 1,857
WEYERHAEUSER CO MTN BE COM NEW (WY) 1,717 1,717
WILLIAMS COS INC COM (WMB) 2,490 2,490
WOODSIDE ENERGY GROUP LTD SPON ADR EACH REP ORD SHS (WDS) 2,356 2,356
WORKDAY INC COM USD CL A(WDAY) 1,806 1,806
YARA INTERNATIONAL ASA SPON ADR EACH REP ORD SHS (YARIY) 2,483 2,483
ZURICH INSURANCE GROUP AG SPON ADR EACH REP ORD SHS (ZURVY) 2,731 2,731

TY 2024 InvestmentsGovtObligationsSch
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
US Government Securities - End of Year Book Value:

19,895,412
US Government Securities - End of Year Fair Market Value:

19,895,412
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:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PRIVATE COMPANY EQUITY SECURITIES FMV 1,479,677 1,479,677

TY 2024 LegalFeesSchedule
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 160,439 0   160,439


TY 2024 OtherExpensesSchedule
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 7,701 7,701   0
COMMUNICATION EXPENSES 255,491 0   255,491
DUES & SUBSCRIPTIONS 65,833 0   65,833
EDUCATION & TRAININGS 23,565 0   23,565
GENERAL AND ADMINISTRATIVE EXPENSES 315,899 0   134,324
INSURANCE 11,682 0   10,263
MARKETING EXPENSES 450,156 0   450,156
OFFICE SUPPLIES 2,367 0   2,367
STATE FILING FEES 1,900 0   1,900
RESEARCH SERVICE EXPENSES 568,000 0   568,000
RECRUITING EXPENSES 352,763 0   352,763


TY 2024 OtherIncomeSchedule2
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 2,867   0


TY 2024 OtherIncreasesSchedule
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Description Amount
UNREALIZED GAIN 36,991


TY 2024 OtherLiabilitiesSchedule
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX PAYABLE 56,844 82,803


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 748,733 0   748,733
OTHER PROFESSIONAL FEES 401,563 0   401,563
IT FEES 240,918 0   240,918


TY 2024 TaxesSchedule
Name:
THE BASZUCKI FAMILY FOUNDATION
EIN:
32-0660398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 249,494 0   0
FOREIGN TAXES 0 2,563   0