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
A to Z Impact Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

47-1982106
B Telephone number (see instructions)

(800) 839-1754
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$15,163,079J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 100,964 100,964  
4 Dividends and interest from securities... 30,480 30,480  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 195,601
b Gross sales price for all assets on line 6a 788,465
7 Capital gain net income (from Part IV, line 2)... 895,003
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
410,044 428,904 131,734
12 Total. Add lines 1 through 11........ 1,737,089 1,455,351 131,734
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 418,000 31,350   386,650
15 Pension plans, employee benefits....... 84,512 5,352   79,160
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
42,381 6,320   36,061
17 Interest............... 3,847 3,847    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,800      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,918 438   2,480
21 Travel, conferences, and meetings....... 25,890 1,438   24,452
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
234,636 206,194   27,725
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 831,984 254,939   556,528
25 Contributions, gifts, grants paid....... 178,331 178,331
26 Total expenses and disbursements. Add lines 24 and 25 1,010,315 254,939   734,859
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 726,774
b Net investment income (if negative, enter -0-) 1,200,412
c Adjusted net income (if negative, enter -0-)... 131,734
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,488,278 2,513,516 2,513,516
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 416,088 Click to see attachment
List of Attached Documents:
// Content
416,088 		399,025
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).......... 6,353,380 Click to see attachment
List of Attached Documents:
// Content
5,823,289 		6,945,459
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,094,221 		Click to see attachment
List of Attached Documents:
// Content
5,326,009 		Click to see attachment
List of Attached Documents:
// Content
5,305,079
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,351,967 14,078,902 15,163,079
Liabilities 17 Accounts payable and accrued expenses.......... 1,929 2,090
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)......... 1,929 2,090
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 13,350,038 14,076,812
29 Total net assets or fund balances (see instructions)..... 13,350,038 14,076,812
30 Total liabilities and net assets/fund balances (see instructions). 13,351,967 14,078,902
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
13,350,038
2
Enter amount from Part I, line 27a .....................
2
726,774
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,076,812
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,076,812
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 Passthrough K1 Capital Gain/(Loss)      
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 788,465   89,473 698,992
b       196,011
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       698,992
b        
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 2 895,003
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 16,686
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  
3 Add lines 1 and 2........................... 3 16,686
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,686
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,069
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,069
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 8,383
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,383 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? Click to see attachment
List of Attached Documents:
// Content
....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment
List of Attached Documents:
// Content
....
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.Click to see attachment
List of Attached Documents:
// Content
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 arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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)
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
Andrea Kaplan Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeffrey Kaplan Pres, Dir, Sec, Treas
15.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael Kaplan Dir
40.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
ALEXANDER JOHN EVANGELIDES SEN. DIR OF INVEST
40.0 		209,000 21,876  
117 MAIN ST
SEYMOUR,CT06483
MICHAEL KAPLAN EXECUTIVE DIR
40.0 		209,000 32,997  
117 MAIN ST
SEYMOUR,CT06483
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 ACCESO IMPACT PRI - PROVIDING WORKING CAPITAL TO SUPPORT SMALLHOLDER FARMERS WITH TECHNICAL ASSISTANCE, AGGREGATION, PROCESSING&ACCESS TO PREM. BUYERS RESULTING IN INCREASED INC 298,500
2 BRIDGES TO PROSPERITY PRI - COVERING THE WORKING CAPITAL REQUIRED TO BUILD BRIDGES IN RURAL RWANDA AND UGANDA 298,500
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
1,061,991
Total. Add lines 1 through 3.........................right arrow1,658,991
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
398,850
b
Average of monthly cash balances.......................
1b
2,437,184
c
Fair market value of all other assets (see instructions)................
1c
6,931,290
d
Total (add lines 1a, b, and c).........................
1d
9,767,324
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
9,767,324
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
146,510
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,620,814
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
481,041
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
481,041
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
16,686
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,686
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
464,355
4
Recoveries of amounts treated as qualifying distributions................
4
311,954
5
Add lines 3 and 4............................
5
776,309
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
776,309
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
734,859
b
Program-related investments—total from Part VIII-B..................
1b
1,658,991
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,393,850
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 7 776,309
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 680,570
c From 2021...... 856,636
d From 2022...... 1,297,264
e From 2023...... 1,543,669
f Total of lines 3a through e ........ 4,378,139
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,393,850
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 776,309
e Remaining amount distributed out of corpus 1,617,541
5 Excess distributions carryover applied to 2024.    
(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 5,995,680
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		5,995,680
10 Analysis of line 9:
a Excess from 2020.... 680,570
b Excess from 2021.... 856,636
c Excess from 2022.... 1,297,264
d Excess from 2023.... 1,543,669
e Excess from 2024.... 1,617,541
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).)
Jeffrey Kaplan
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

AKAA PROJECT

136 LINCOLN RD
WAYLAND,MA01778 		N/A PC General & Unrestricted 600

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO

225 EAST CHICAGO AVE BOX 4
CHICAGO,IL60611 		N/A PC General & Unrestricted 900

CAMP - A FASD COMMUNITY

PO BOX 663
TINLEY PARK,IL60477 		N/A PC General & Unrestricted 1,000

CARLETON ULTIMATE FUND

913 4TH ST E
NORTHFIELD,MN55057 		N/A PC General & Unrestricted 720

CENTER FOR DISASTER PHILANTHROPY INC

PO BOX 7412338
CHICAGO,IL60674 		N/A PC CDP Israel and Gaza Relief and Recovery Fund 450

COVENANT HOUSE

5 PENN PLZ
NEW YORK,NY10001 		N/A PC General & Unrestricted 5,000

CROHNS AND COLITIS FOUNDATION OF AMERICA

3010 WESTCHESTER AVE
PURCHASE,NY10577 		N/A PC Charitable Event 500

GIRLS GARAGE

2080 2ND ST
BERKELEY,CA94710 		N/A PC General & Unrestricted 1,180

INTERNATIONAL COMMITTEE OF THE RED CROSS

19 AVE DE LA PAIX
GENEVA   1202
SZ 		N/A PC Kenya Flood funds 750

KARUNA CENTER FOR PEACE BUILDING

PO BOX 727
GREENFIELD,MA01302 		N/A PC General & Unrestricted 100

KAUFHERR MEMBERS RESOURCE CENTER

1 E ERIE ST STE 660
CHICAGO,IL60611 		N/A PC General & Unrestricted 300

LANDPATHS

618 4TH ST STE 200
SANTA ROSA,CA95404 		N/A PC General & Unrestricted 900

LONG ISLAND COUNCIL OF CHURCHES

230 HANSE AVE
FREEPORT,NY11520 		N/A PC to support The People's Food Drive 1,000

MANJUSHREE CHARITABLE SOCIETY

MANJUSHREE VIDYAPITH SCHOOL AND ORP
LOHIT VALLEY ITTANAGAR,TAWANG790104
IN 		N/A PC General & Unrestricted 125,000

MERIDIAN INSTITUTE

PO BOX 1829
DILLON,CO80435 		N/A PC Charitable Event 2,550

MIDDLE EAST CHILDRENS ALLIANCE

1101 8TH ST STE 100
BERKELEY,CA94710 		N/A PC General & Unrestricted 750

MOORE FREE LIBRARY

PO BOX 208
NEWFANE,VT05345 		N/A PC General & Unrestricted 600

MTINDO FOUNDATION INC

641 ARMADILLO DR
DELTONA,FL32725 		N/A PC General & Unrestricted 3,500

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC FOOP US Fund 3,675

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A PC General & Unrestricted 300

PROJECT STREET VET

PO BOX 232579
ENCINITAS,CA92023 		N/A PC General & Unrestricted 900

SEAN CASEY ANIMAL RESCUE INC

153 E 3RD ST
BROOKLYN,NY11218 		N/A PC General & Unrestricted 750

THE WATER TRUST INC

PO BOX 4668 75942
NEW YORK,NY10163 		N/A PC General & Unrestricted 25,000

URBAN INITIATIVES INC

650 W LAKE ST STE 340
CHICAGO,IL60661 		N/A PC General & Unrestricted 750

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		N/A PC General & Unrestricted 600

ZANMI BENI FOUNDATION INC

6201 RIVIERA DR
CORAL GABLES,FL33146 		N/A PC General & Unrestricted 556
Total .................................right arrow 3a 178,331
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 100,964  
4 Dividends and interest from securities ....     14 30,480  
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 ............ 		    18 195,601  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -18,712 14 61,406  
bEQUALIZATION INTEREST     01 118  
cINCOME FROM PFICS     01 235,498  
dINTEREST INCOME FROM PRIS         131,734
e
12 Subtotal. Add columns (b), (d), and (e) .. -18,712 624,067 131,734
13Total. Add line 12, columns (b), (d), and (e)..................
13
737,089
(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.)
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, ACCESO IMPACT 2% - TO PROVIDE WORKING CAPITAL TO SUPPORT SMALLHOLDER FARMERS WITH TECHNICAL ASSISTANCE, AGGREGATION, PROCESSING AND ACCESS TO PREMIUM BUYERS RESULTING IN INCREASED INCOMES
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, BRIDGES TO PROSPERITY 6.95% - TO Cover the working capital required to build bridges in rural Rwanda and Uganda
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, COMMUNITY INVESTMENT 5YR - TO ADDRESS THE SOCIAL AND ECONOMIC HEALTH NEEDS OF THE DISADVANTAGED BRIDGE FINANCING WHILE WAITING FOR COMMITTED FUNDING
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, FOOD FOR EDUCATION 6.5% - TO Fund the working capital required to provide nutritious and affordable school meals to students in Kenya
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, GGEM FARMING 5% - TO INCREASE THE INCOME OF SMALLHOLDER FARMERS IN MALAWI
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, MDAAS GLOBAL CORP 9.45% - TO PROVIDE SUBSTANTIAL QUALITY OF LIFE IMPROVEMENTS TO LOW-INCOME INDIVIDUALS IN NIGERIA
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, MYAGRO 7.3% - TO SUPPORT LOW INCOME, SMALLHOLDER FARMERS IN MALI AND SENGAL
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, NESST SELF 5% - TO LEND TO SOCIAL ENTERPRISES SUPPORTING JOB CREATION FOR VULNERABLE GROUPS IN SOUTH AFRICA
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, ONE ACRE FUND 2% - TO PROVIDE FARM FAMILES WITH TOOLS AND FINANCING TO GROW HEIR WAY OUT OF HUNGER AND POVERTY BY OFFERING BASIC AGRICULTURAL TRAINING IN SUB-SAHARAN AFRICA
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, OPEN ROAD IMPACT FUND 2% - TO PROVIDE FINANCIAL PRODUCTS & SERVICES TO SOCIAL ENTERPRISES AND NON-PROFITS WHO REQUIRE SHORT-TERM BRIDGE FINANCING WHILE WAITING FOR COMMITED FUNDS
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, OPEN ROAD IMPACT FUND 4% - TO PROVIDE FINANCIAL PRODUCTS AND SERVICES TO ESTABLISHED SOCIAL ENTERPRISES AND NON-PROFITS, DOMESTICALLY AND INTERNATIONALLY, WHO REQUIRE SHORT-TERM BRIDGE FINANCING WHILE WAITING FOR COMMITTED FUNDING
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
A to Z Impact Foundation
 
Employer identification number

47-1982106
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
A to Z Impact Foundation
  		Employer identification number
47-1982106
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
Kaplan Jeffrey
117 MAIN ST
 
SEYMOUR, CT06483

$ 1,000,000


(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
A to Z Impact Foundation
  		Employer identification number

47-1982106
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
 TESLA MOTORS INC TSLA, 1000 sh. $ 262,725 2024-07-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MANKIND CORP. MNKD, 12000 sh. $ 72,660 2024-09-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TESLA MOTORS INC TSLA, 2000 sh. $ 453,490 2024-09-16
(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
A to Z Impact Foundation
  		Employer identification number

47-1982106
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 AllOthProgRltdInvestmentsSch
Name:
A to Z Impact Foundation
EIN:
47-1982106
Category Amount
DEARFIELD BLACK WEALTH PRI - TO SUPPORT FIRST TIME BLACK HOME BUYERS IN THE DENVER METRO AREA 16,140
MSQUARED NYC AFFORDABLE FUND PRI - TO CATALYZE THE DEVELOP., PRESERVATION AND REHABILITATION OF AFFORDABLE HOUSING IN THE FIVE BOROUGHS OF NEW YORK CITY 15,091
COLLAB FUND PRI - TO PROVIDE ACCESS TO CAPITAL TO UNDERRESSOURCED & UNDERNETWORKED BLACK BUSINESS OWNERS WITH RESPECT TO VENTURE CAPITAL & GROWTH OPPORTUNITIES IN USA 117,833
GGEM FARMING PRI - TO INCREASE THE INCOME OF SMALLHOLDER FARMERS IN MALAWI 150,000
RH CAPITAL FUND II PRI-TO ACCELERATE INNOVATION&AVAILABILITY OF REPRODUCTIVE HEALTH SOLUTIONS FOR WOMEN IN UNDERSERVED COMMUNITIES, WOMEN OF COLOR, MEDICAID PATIENTS & LOW INCOME 110,000
WWB CAPITAL PARTNERS PRI - TO ADVANCE FINANCIAL INCLUSION FOR LOW-INCOME WOMEN GLOBALLY 58,329
RAVEN II INTERNATIONAL PRI - TO HELP REVITALIZE THE INDIGENOUS ECONOMY THROUGH INVESTING IN INDIGENOUS ENTERPRISES 67,501
ENTERPRISE RENTER WEALTH CREATION FUND PRI - TO PRESERVE AFFORDABLE HOUSING AND GENERATE WEALTH FOR LOW-INCOME RENTERS 204,097
FOOD FOR EDUCATION PRI - FUNDING THE WORKING CAPITAL REQUIRED TO PROVIDE NUTRITIOUS AND AFFORDABLE SCHOOL MEALS TO STUDENTS IN KENYA 248,750
THE FOUNTAIN FUND PRI - TO INCREASE ECONOMIC OPPORTUNITIES FOR FORMERLY INCARCERATED PEOPLE TO IMPROVE THEIR LIVES AND REMAIN IN THEIR COMMUNITIES 74,250

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

TY 2024 DepreciationSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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

TY 2024 ExpenditureResponsibilityStmt
Name:
A to Z Impact Foundation
EIN:
47-1982106
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
RH CAPITAL FUND II LP
  		47 KEARNY STREET
SAN FRANCISCO,CA94108 		2021-02-09 400,000 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
COLLAB FUND I LLC
  		384 NORTHYARDS BLVD NW
ATLANTA,GA30313 		2021-03-25 500,000 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
OPEN ROAD IMPACT FUND LLC
  		301 COMMERCE STREET SUITE 301
FORT WORTH,TX76102 		2021-11-09 150,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
OPEN ROAD IMPACT FUND LLC
  		301 COMMERCE STREET SUITE 301
FORT WORTH,TX76102 		2021-11-09 350,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
WWB CAPITAL PARTNERS II LP
  		122 EAST 42ND ST 42ND FL
NEW YORK,NY10168 		2022-04-07 558,594 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
KWANZA TUKULE FOOD LTD
  		WAREHSE 11 LUNGA LUNGA RD
NAIROBI    
KE 		2022-02-23 250,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
MDAAS GLOBAL CORP
  		1 VALLEY ROAD
DOVER,MA02030 		2022-10-28 63,916 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
GGEM FARMING LIMITED
  		Nkhotakota PO Box 185
Linga    
MI 		2023-05-01 400,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
BLULEVER EDUCATION PTY LTD
  		68 Juta Street Braamfontein
Johannesburg   2001
SF 		2023-06-27 148,924 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
MSQUARED NYC AFFORDABLE FUND I LP
  		40 Fulton Street Suite 1404
NEW YORK,NY10038 		2023-12-18 80,051 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
RASHAK FARMS & AGRO ALLIED LIMITED
  		Aba Keji di Ayunre Oluyole
Ibadan    
NI 		2023-12-11 250,000 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
RAVEN INDIGENOUS II GP INC
  		304 - 134 Abbott Street
Vancouver   V6B 2K4
CA 		2023-02-01 128,041 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
THE DEARFIELD FUND FOR BLACK WEALTH PB L
  		1705 17th Street Suite 200
Denver,CO80202 		2023-12-08 200,000 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
RENTER WEALTH CREATION FUND LLC
  		11000 Broken Land Parkway Suite 70
Columbia,MD21044 		2024-10-02 200,647 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   NONE NECESSARY

TY 2024 GeneralExplanationAttachment
Name:
A to Z Impact Foundation
EIN:
47-1982106
Identifier Return Reference Explanation
FORM 8865 FORMS 8865 The Foundation has prepared thESE formS to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2024 InvestmentsCorpStockSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Name of Stock End of Year Book Value End of Year Fair Market Value
MAINSTAY SHORT DURATION HIGH Y 416,088 399,025

TY 2024 InvestmentsOtherSchedule2
Name:
A to Z Impact Foundation
EIN:
47-1982106
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACREXI   29,682 14,389
CONTEXT PARTNERS OFFSHORE, L.P   258,712 955,332
DEERFIELD PARTNERS, L.P   2,621,905 2,071,606
ELEVAR EQUITY IV, L.P   347,227 1,099,740
ELEVAR INDIA V, L.P   252,928 300,342
ILLUMEN CAPITAL LP   306,306 357,962
IMPACT INVESTMENTS PRIVATE LIM   20,782 21,396
IMPACT VENTURES IV, LP   264,645 226,598
KAPOR CAPITAL III, L.P   224,870 209,635
LENDABLE MSME FINTECH CREDIT F   663,664 750,000
MSQUARED1   333,493 321,249
SPRING B FUND I, LP   200,237 234,082
VENTURES PLATFORM IV LP   298,838 383,128

TY 2024 OtherAssetsSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PRI - ACCESO IMPACT - 2% - 06/   298,500 300,000
PRI - BLULEVER EDUCATION - 3.5   148,924 148,924
PRI - BRIDGES TO PROSPERITY -   298,500 300,000
PRI - COMMUNITY INVESTMENT NOT   250,000 250,000
PRI - FOOD FOR EDUCATION - 6.5   248,750 250,000
PRI - GGEM FARMING - 5% - 04/3   400,000 400,000
PRI - GLOBAL PTN/ELEOS SOCIAL   107,389 107,389
PRI - KWANZA TUKULE FOODS LIMI   250,000 250,000
PRI - MDAAS GLOBAL CORP - 9.45   63,916 66,666
PRI - NESST SELF LLC - 5% - 09   500,000 500,000
PRI - ONE ACRE FUND - 2% - 05/   67,500 67,500
PRI - OPEN ROAD IMPACT FUND LL   150,000 150,000
PRI - OPEN ROAD IMPACT FUND SU   350,000 350,000
PRI - THE FOUNTAIN FUND - 3% -   74,250 75,000
PRI - RASHAK FARMS AND AGRO -   250,000 250,000
PRI - DEARFIELD BLACK WEALTH   182,964 161,019
PRI - MSQUARED NYC AFFORDABLE   74,934 74,425
PRI - COLLAB FUND I, LLC - 0%   476,306 406,623
PRI - ENTERPRISE RENTER WEALTH   179,371 192,825
PRI - RH CAPITAL FUND II, L.P.   370,166 325,485
PRI - WWB CAPITAL PARTNERS II,   480,800 573,967
PRI - RAVENIIF2 - 12/21/2024   103,739 105,256


TY 2024 OtherExpensesSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 20,000     20,000
Bank Charges 2,777 2,777    
Cell Phone Expense 2,739 179   2,560
Digital Subscriptions 566     566
Foundation Dues & Memberships 50 8   42
K-1 EXP DEERFIELD PARTNERS, L. 8,354 8,354    
K-1 EXP ELEVAR EQUITY IV, L.P 8,828 8,824    
K-1 Exp ELEVAR INDIA V, L.P 12,820 12,820    
K-1 Exp ILLUMEN CAPITAL LP 16,405 16,129    
K-1 Exp IMPACT VENTURES IV, LP 11,262 11,262    
K-1 EXP KAPOR CAPITAL III, L.P 20,148 20,148    
K-1 EXP PRI-MSQUARED NYC AFFOR 6,572 6,572    
K-1 Exp PRI - COLLAB FUND I, L 12,440 12,440    
K-1 Exp PRI - ENTERPRISE RENTE 464 27    
K-1 Exp PRI - RH CAPITAL FUND 17,120 17,120    
K-1 Exp PRI - WWB CAPITAL PART 44,905 44,905    
K-1 EXP PRI-RAVENIIF2 - 12/21 13,290 13,290    
K-1 EXP SPRING B FUND I, LP 15,824 15,824    
K-1 Exp VENTURES PLATFORM IV L 15,515 15,515    
Office & Supplies 211     211
Payroll Processing Fees 3,832     3,832
State or Local Filing Fees 115     115
Website Hosting/Support 399     399


TY 2024 OtherIncomeSchedule2
Name:
A to Z Impact Foundation
EIN:
47-1982106
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss PRI-DEARFIELD BLACK WEALTH -6,513    
K-1 Inc/Loss DEERFIELD PARTNERS, L.P 76,922 76,922  
K-1 Inc/Loss ELEVAR EQUITY IV, L.P 26 26  
K-1 Inc/Loss ILLUMEN CAPITAL LP 1,436 1,428  
K-1 Inc/Loss IMPACT INVESTMENTS PRIVATE LIMITED -18,751 -18,751  
K-1 Inc/Loss IMPACT VENTURES IV, LP 1,104 1,104  
K-1 Inc/Loss KAPOR CAPITAL III, L.P 288 75  
K-1 Inc/Loss PRI-MSQUARED NYC AFFORDAB 4,131    
K-1 Inc/Loss PRI - COLLAB FUND I, LLC - 0% - 03/2 608    
K-1 Inc/Loss PRI - ENTERPRISE RENTER WEALTH CREAT -19,435    
K-1 Inc/Loss PRI - RH CAPITAL FUND II, L.P. - 0% 2,116    
K-1 Inc/Loss PRI - WWB CAPITAL PARTNERS II, L.P. 1    
K-1 Inc/Loss PRI-RAVENIIF2 - 12/21/2024 264 253  
K-1 Inc/Loss SPRING B FUND I, LP 335 335  
K-1 Inc/Loss VENTURES PLATFORM IV LP 162 162  
Interest Income from PRIS 131,734 131,734 131,734
Income from PFICs 235,498 235,498  
EQUALIZATION INTEREST 118 118  


TY 2024 OtherProfessionalFeesSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administration of Foundation 42,131 6,320   35,811
Website Development 250     250


TY 2024 TaxesSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 18,800      
990-PF Extension for 2023 1,000