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 CELIA LIPTON FARRIS AND VICTOR W
FARRIS FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2 LIBERTY SQUARE 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

59-2667398
B Telephone number (see instructions)

(561) 841-6360
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$96,462,640J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,931,808 1,814,981  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,962,470
b Gross sales price for all assets on line 6a 20,208,429
7 Capital gain net income (from Part IV, line 2)... 2,962,470
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
859,285 859,285  
12 Total. Add lines 1 through 11........ 5,753,563 5,636,736  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 135,000 0   135,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,242 16,242   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
497,111 411,383   85,728
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
28,428 28,367   61
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
98,846 53,256   49,343
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 775,627 509,248   270,132
25 Contributions, gifts, grants paid....... 4,397,000 4,397,000
26 Total expenses and disbursements. Add lines 24 and 25 5,172,627 509,248   4,667,132
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 580,936
b Net investment income (if negative, enter -0-) 5,127,488
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............. 1,969,652 6,040,256 6,040,256
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..........   7,730 7,730
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 77,305,050 Click to see attachment
List of Attached Documents:
// Content
74,722,640 		90,414,654
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) 79,274,702 80,770,626 96,462,640
Liabilities 17 Accounts payable and accrued expenses..........   13,980
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 13,980
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........ 79,274,702 80,756,646
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 79,274,702 80,756,646
30 Total liabilities and net assets/fund balances (see instructions). 79,274,702 80,770,626
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
79,274,702
2
Enter amount from Part I, line 27a .....................
2
580,936
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
901,008
4
Add lines 1, 2, and 3 ..........................
4
80,756,646
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
80,756,646
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 SECURITY-ABBOTT DOWNING     2024-12-31
b PUBLICLY TRADED SECURITY-ABBOTT DOWNING     2024-12-31
c PASS THRU ST CAPITAL GAINS P   2024-12-31
d PASS THRU LT CAPITAL GAINS P   2024-12-31
e 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 5,995,134   5,962,728 32,406
b 13,493,295   11,278,509 2,214,786
c     4,722 -4,722
d 632,233     632,233
e 87,767     87,767
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       32,406
b       2,214,786
c       -4,722
d       632,233
e       87,767
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 2,962,470
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 71,272
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 71,272
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 71,272
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 70,627
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 70,627
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 645
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowFARRISFDN.ORG
14
The books are in care ofright arrowGMA FOUNDATIONS Telephone no.right arrow (617) 426-7080

Located atright arrow2 LIBERTY SQUARE SUITE 500BOSTONMA ZIP+4right arrow02109
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
BRENT G HAGEY II PRESIDENT
10.00 		95,000 0 0
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
CECILE VICTORIA FARRIS VICE PRESIDENT
1.00 		0 0 0
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
MARIAN FARRIS VICE PRESIDENT
1.00 		20,000 0 0
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
ANDREW FARRIS TREASURER
2.00 		0 0 0
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
JAMIE RETTERER SECRETARY
1.00 		20,000 0 0
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
SUKYIN AGNES FARRIS NON-VOTING TRUSTEE
1.00 		0 0 0
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
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
ABBOT DOWNING INVESTMENT SERVICES 407,231
255 S COUNTY ROAD STE 200
PALM BEACH,FL33480
GMA FOUNDATIONS FOUNDATION ADMINSTRATION 100,948
2 LIBERTY SQUARE STE 500
BOSTON,MA02109
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
90,904,976
b
Average of monthly cash balances.......................
1b
3,837,771
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
94,742,747
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
94,742,747
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,421,141
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
93,321,606
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,666,080
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
4,666,080
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
71,272
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
71,272
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,594,808
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,594,808
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
4,594,808
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
4,667,132
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
4,667,132
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 4,594,808
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,424,004
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,667,132
a Applied to 2023, but not more than line 2a 1,424,004
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 3,243,128
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,351,680
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A CHANCE OF A LIFETIME

26 SUNDOG DRIVE
SANTA FE,NM87508 		NONE 501(C)(3) A CHANCE OF A LIFETIME - GROWING CAPACITY 25,000

AMERICAN ASSOCIATION OF CAREGIVING YOUTH INC

6401 CONGRESS AVE SUITE 200
BOCA RATON,FL33487 		NONE 501(C)(3) KNOWLEDGE AND KNOW HOW (KKH) 25,000

AROOSTOOK MENTAL HEALTH SERVICES

180 ACADEMY ST SUITE 3
PRESQUE ISLE,ME04769 		NONE 501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

BANGOR REGION YMCA

17 SECOND STREET
BANGOR,ME04401 		NONE 501(C)(3) BUILDING CAPACITY TO CREATE MENTAL WELLNESS EQUITY AMONG MAINE CHILDREN THROUGH THOUGHTFUL PLANNING AND PHASED PROGRAM EXPANSION 50,000

BEWELL CO PALM HEALTH FOUNDATION

700 SOUTH DIXIE HIGHWAY SUITE 205
WEST PALM BEACH,FL33401 		NONE 501(C)(3) RALLY FOR YOUTH MENTAL HEALTH 5,000

BROWARD PARTNERSHIP FOR THE HOMELESS INC

920 NW 7TH AVENUE
FORT LAUDERDALE,FL33311 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 105,000

CASA FIRST JUDICIAL

466 W SAN FRANCISCO ST
SANTA FE,NM87501 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

CASA MILAGRO

49 CAMINO BAJO
SANTA FE,NM87508 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

CENTER FOR CHILD COUNSELING

8895 N MILITARY TRAIL SUITE 300C
PALM BEACH GARDENS,FL33410 		NONE 501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

CHAINLESS CHANGE INC

4300 N UNIVERSITY DR SUITE B-204
LAUDERHILL,FL33351 		  501(C)(3) OUTFITS - A MOBILE OUTREACH PROJECT FOR JUSTICE-INVOLVED COMMUNITIES IN SOUTH FLORIDA 50,000

CHILDREN'S BEREAVEMENT CENTER

6619 S DIXIE HIGHWAY 302
MIAMI,FL33143 		NONE 501(C)(3) CREATING A NETWORK OF GRIEF SUPPORT ACROSS BROWARD & PALM BEACH COUNTIES 50,000

CHILDREN'S COUNCIL OF WATAUGA COUNTY

225 BIRCH STREET SUITE 3
BOONE,NC28607 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

COMMUNITY CARE CLINIC - BOONE

141 HEALTH CENTER DR STE B
BOONE,NC28607 		  501(C)(3) ENHANCING INTEGRATED BEHAVIORAL HEALTH: DIALECTICAL BEHAVIOR THERAPY (DBT) TRAINING AND EXPANSION INITIATIVE FOR COMMUNITY CARE CLINIC 50,000

COMMUNITY CARING COLLABORATIVE

PO BOX 224
EAST MACHIAS,ME04630 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

COMMUNITY FOUNDATION FOR GREATER BUFFALO

726 EXCHANGE STREET SUITE 525
BUFFALO,NY14210 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 250,000

COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC

700 S DIXIE HWY SUITE 200
WEST PALM BEACH,FL33401 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 500,000

COMMUNITY FOUNDATION OF BROWARD

910 EAST LAS OLAS BLVD STE 200
FORT LAUDERDALE,FL33301 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 525,000

COMMUNITY FOUNDATION OF NEW JERSEY

PO BOX 338
MORRISTOWN,NJ07963 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 420,000

CRISIS CENTER OF NORTHERN NEW MEXICO

577 EL LLANO RD
ESPANOLA,NM87532 		  501(C)(3) EMPOWERING WELLNESS: BEHAVIORAL HEALTH SUPPORT FOR THE CRISIS CENTER OF NORTHERN NEW MEXICO 50,000

DEERFIELD BEACH COMMUNITY CARES

8920 NW 14TH ST
PEMBROKE PINES,FL33024 		NONE 501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

FLITE CENTER

5201-7 NW 33RD AVE
FORT LAUDERDALE,FL33309 		  501(C)(3) TO GUIDE THOSE AGING OUT OF FOSTER CARE AND OTHER VULNERABLE YOUTH FOR SUCCESSFUL TRANSITION TO INDEPENDENCE THROUGH HOUSING, EDUCATION, EMPLOYMENT, AND SYSTEM OF CARE COORDINATION. OUR VISION IS THAT NO YOUTH TRAVELS THE ROAD TO ADULTHOOD ALONE. 50,000

GATEWAY-LONGVIEW

10 SYMPHONY CIRCLE
BUFFALO,NY14201 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

HACKENSACK MERIDIAN HEALTH

343 THORNALL STREET
EDISON,NJ08837 		  501(C)(3) MUSIC FOR RECOVERY PROGRAM AT HMH CARRIER CLINIC'S BLAKE RECOVERY CENTER AND RETREAT & RECOVERY AT RAMAPO VALLEY 25,000

HEALTHY ACADIA

PO BOX 1710
ELLSWORTH,ME04605 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

HENDERSON BEHAVIORAL HEALTH INC

4740 N STATE RD 7 SUITE 201
LAUDERDALE LAKES,FL33319 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

HIGH COUNTRY COMMUNITY HEALTH

PO BOX 1490
BOONE,NC28607 		  501(C)(3) EXPANDING ACCESS TO CARE THROUGH SCHOOL-BASED MENTAL HEALTH INITIATIVES IN WATAUGA COUNTY 50,000

HORIZON HEALTH SERVICES INC

55 DODGE ROAD
GETZVILLE,NY14068 		  501(C)(3) COMMUNITY EDUCATION AMONG INNER-CITY POPULATIONS TO MITIGATE RISK FOR MENTAL HEALTH 5,000

HOSPITALITY HOUSE OF NORTHWEST NORTH CAROLINA

PO BOX 309
BOONE,NC28607 		  501(C)(3) HOSPITALITY HOUSE HOMELESS HEALTH INITIATIVE 50,000

IMAGINE A CENTER FOR COPING WITH LOSS

244 SHEFFIELD STREET
MOUNTAINSIDE,NJ07092 		  501(C)(3) BRINGING GRIEF SUPPORT TO 300 CHILDREN AT AFTER SCHOOL PROGRAMS IN NEWARK 50,000

JEWISH FAMILY SERVICES OF METROWEST

256 COLUMBIA TURNPIKE STE 105
FLORHAM PARK,NJ07932 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

KENNEBEC BEHAVIORAL HEALTH

67 EUSTIS PKWY
WATERVILLE,ME04901 		  501(C)(3) CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC (CCBHC) CARE COORDINATOR FOR MAINEGENERAL MEDICAL CENTER EMERGENCY DEPARTMENT 20,000

KNOX CLINIC

22 WHITE STREET
ROCKLAND,ME04841 		  501(C)(3) CREATING A COMMUNITY HUB OF WELLNESS 25,000

MAINE COMMUNITY FOUNDATION

245 MAIN STREET
ELLSWORTH,ME04605 		  501(C)(3) HOME COMMUNITY FUND 150,000

MAINE SEACOAST MISSION

PO BOX 600
NORTHEAST HARBOR,ME04662 		  501(C)(3) MAINE SEACOAST MISSION ISLAND HEALTHCARE: BUILDING OUR CAPACITY TO SERVE 50,000

MAKE THE ROAD NJ

42 BROAD ST
ELIZABETH,NJ07201 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 50,000

MENTAL HEALTH ADVOCATES OF WNY

1021 BROADWAY ST 5TH FLOOR
BUFFALO,NY14212 		  501(C)(3) YOUTH NON-CRISIS WARM LINE FOR SUPPORT AND REFERRAL 5,000

MOUNTAIN ALLIANCE

PO BOX 2854
BOONE,NC28607 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

MOVING ARTS ESPANOLA

PO BOX 505
VELARDE,NM87582 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

NEWARK COMMUNITY STREET TEAM

11 VINCENT PLACE
MONTCLAIR,NJ07042 		  501(C)(3) HEALING OUR NEWARK COMMUNITY: TRAUMA RECOVERY CENTER CLINICIAN PROFESSIONAL DEVELOPMENT 25,000

NORTH CAROLINA COMMUNITY FOUNDATION

3737 GLENWOOD AVENUE STE 460
RALEIGH,NC27612 		  501(C)(3) GENERAL OPERATING SUPPORT 500,000

NORTON MUSEUM OF ART

1450 SOUTH DIXIE HIGHWAY
WEST PALM BEACH,FL33401 		  501(C)(3) 2024-25 AFTERSCHOOL ARTS OUTREACH 25,000

OASIS A HAVEN FOR WOMEN AND CHILDREN

59 MILL STREET
PATERSON,NJ07501 		  501(C)(3) EMPOWERING LOW-INCOME MINORITY YOUTH THROUGH THE OASIS TEEN PROGRAM 49,600

PACE CENTER FOR GIRLS BROWARD

2225 N ANDREWS AVENUE
WILTON MANORS,FL33311 		  501(C)(3) PACE REACH BROWARD 20,000

RUTGERS - NEW BRUNSWICK - CENTER FOR YOUTH SOCIAL EMOTIONAL WELLNESS

PO BOX 193
NEW BRUNSWICK,NJ08901 		  501(C)(3) MENTAL HEALTH EQUITY SUMMIT: COMMUNITY BUILDING THROUGH PARTNERSHIPS AND TRAINING 46,000

SAFE FAMILIES FOR CHILDREN

4839 W IRVING PARK ROAD
CHICAGO,IL60641 		  501(C)(3) MAINE CHAPTER: FOSTERING RESILIENT, STABLE PARENTS IN MAINE 25,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		  501(C)(3) HURRICANE HELENE RELIEF 100,000

SANTA FE COMMUNITY FOUNDATION

PO BOX 1827
SANTA FE,NM87504 		  501(C)(3) GENERAL OPERATING SUPPORT 520,000

SAY YES BUFFALO

1166 JEFFERSON AVE SUITE A
BUFFALO,NY14208 		  501(C)(3) STRENGTHENING THE CAPACITY/RETENTION OF BEHAVIORAL HEALTHCARE CLINICIANS EMBEDDED IN PUBLIC SCHOOLS. 41,400

SOLACE SEXUAL ASSAULT SERVICES

6601 VALENTINE WAY
SANTA FE,NM87507 		  501(C)(3) EMPOWERING EXPERTISE: ADVANCING PROFESSIONAL DEVELOPMENT TO ENHANCE CULTURALLY RELEVANT SUPPORT FOR HISPANIC-LATINX COMMUNITIES 50,000

SOUTH FLORIDA WELLNESS NETWORK INC

5225 NW 33RD AVE
FORT LAUDERDALE,FL33309 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

SOUTH WARD PROMISE NEIGHBORHOOD BRICK EDUCATION NETWORK

511 S ORANGE AVE 2022
NEWARK,NJ07103 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

STRONGMINDS AMERICA

515 VALLEY STREET SUITE 200
MAPLEWOOD,NJ07040 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

STUDENT ACES INC

8895 N MILITRAY TRAIL STE 203B
PALM BEACH GARDENS,FL33410 		  501(C)(3) THE PASSPORT PROGRAM 50,000

THE SKY CENTER

PO BOX 6004
SANTA FE,NM87502 		  501(C)(3) HOPE AND LOVE-A COURAGEOUS APPROACH TO GROWING AND SUSTAINING CONNECTION. 50,000

THE WAYSIDE HOUSE

378 NE 6TH AVENUE
DELRAY BEACH,FL33483 		  501(C)(3) BEHAVIORAL HEALTH INITIATIVE PLANNING PARTICIPATION GRANT 5,000

UNITED WAY OF PALM BEACH COUNTY

477 S ROSEMARY AVE SUITE 230
PALM BEACH GARDENS,FL33401 		  501(C)(3) MISSION UNITED 30,000

WESTCARE THE VILLAGE SOUTH

1633 POINCIANA DR
PEMBROKE PINES,FL33025 		  501(C)(3) TRANSFORMING LIVES IN PALM BEACH COUNTY: WESTCARE THE VILLAGE SOUTHS EXPANSION PROPOSAL 50,000

WESTERN YOUTH NETWORK

155 WYN WAY
BOONE,NC28607 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

WISE FOOL NEW MEXICO

1131 SILER ROAD SUITE B
SANTA FE,NM87507 		  501(C)(3) YOUTH RESILIENCE THROUGH CIRCUS ARTS 25,000

YOUTH DEVELOPMENT CLINIC

500 BROAD STREET 3RD FLOOR
NEWARK,NJ07102 		  501(C)(3) EXPANDING ACCESS TO MENTAL HEALTH SERVICES FOR THE UNDERSERVED AND MARGINALIZED IN GREATER NEWARK. 50,000
Total .................................right arrow 3a 4,397,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,931,808  
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 2,962,470  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPASS THRU INCOME 		    14 859,285  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,753,563 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,753,563
(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.)
3 SET ASIDE FOR CHARITABLE PURPOSES
3 CONTRIBUTIONS TO ELIGIBLE ORGANIZATIONS
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE CELIA LIPTON FARRIS AND VICTOR W
 
FARRIS FOUNDATION
EIN:
59-2667398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 16,242 16,242   0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
THE CELIA LIPTON FARRIS AND VICTOR W
 
FARRIS FOUNDATION
EIN:
59-2667398
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
UKRANIAN WOMEN'S FUND
  		5B MARSHALA RYBALKA STR OFFICE 331
  KYIV04116
UP 		2022-11-29 140,000 GENERAL OPERATING GRANT 140,000 NO JAN. 10, 2024    
VOICES OF CHILDREN
  		NABEREZHNO-KHRESHCHATYTSKA STREET
APT 72
  KYIV04080
UP 		2022-11-18 140,000 GENERAL OPERATING GRANT 140,000 NO JAN. 10, 2024    

TY 2024 InvestmentsOtherSchedule2
Name:
THE CELIA LIPTON FARRIS AND VICTOR W
 
FARRIS FOUNDATION
EIN:
59-2667398
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABBOT DOWNING - FIXED INCOME AT COST 22,460,046 21,531,717
ABBOT DOWNING - EQUITIES AT COST 33,747,911 45,530,228
ABBOT DOWNING - COMPLEMENTARY STRATEGIES AT COST 15,571,774 20,648,493
ABBOT DOWNING - REAL ASSETS AT COST 2,942,909 2,704,216

TY 2024 OtherExpensesSchedule
Name:
THE CELIA LIPTON FARRIS AND VICTOR W
 
FARRIS FOUNDATION
EIN:
59-2667398
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE AND OTHER EXPENSES 399 0   399
PASS THRU DEDUCTIONS FROM INVESTMENT PARTNERSHIP K-1 53,256 53,256   0
PROGRAM DEVELOPMENT 43,354 0   43,354
TELEPHONE 115 0   115
WEBSITE AND COMPUTER EXPENSE 1,722 0   5,475


TY 2024 OtherIncomeSchedule2
Name:
THE CELIA LIPTON FARRIS AND VICTOR W
 
FARRIS FOUNDATION
EIN:
59-2667398
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASS THRU INCOME 859,285 859,285 859,285


TY 2024 OtherIncreasesSchedule
Name:
THE CELIA LIPTON FARRIS AND VICTOR W
 
FARRIS FOUNDATION
EIN:
59-2667398
Description Amount
UNREALIZED GAIN 901,008


TY 2024 OtherProfessionalFeesSchedule
Name:
THE CELIA LIPTON FARRIS AND VICTOR W
 
FARRIS FOUNDATION
EIN:
59-2667398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT SERVICES 85,728 0   85,728
INVESTMENT FEES 4,149 4,149   0
INVESTMENT MANAGEMENT FEES 407,234 407,234   0


TY 2024 TaxesSchedule
Name:
THE CELIA LIPTON FARRIS AND VICTOR W
 
FARRIS FOUNDATION
EIN:
59-2667398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 28,367 28,367   0
TAXES - OTHER 61 0   61