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
NAAA WARREN YOUNG SR SCHOLASTIC
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)5320 SPECTRUM DRIVE D
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FREDERICK, MD21703
A Employer identification number

05-0604611
B Telephone number (see instructions)

(301) 696-0400
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$2,879,375
J 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) 215,050
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 86,786 86,786  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 145,395
b Gross sales price for all assets on line 6a 1,312,890
7 Capital gain net income (from Part IV, line 2)... 145,395
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 447,231 232,181  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 21,646 10,823   10,823
c Other professional fees (attach schedule).... 27,160 27,160   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,794 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,004 1,013   991
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,604 38,996   11,814
25 Contributions, gifts, grants paid....... 182,150 182,150
26 Total expenses and disbursements. Add lines 24 and 25 238,754 38,996   193,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 208,477
b Net investment income (if negative, enter -0-) 193,185
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............. 57,855 117,677 117,677
2 Savings and temporary cash investments......... 91,274 41,777 41,777
3 Accounts receivable right arrow10,000
Less: allowance for doubtful accounts right arrow   75,000 10,000 10,000
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.......... 991 991 991
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
298,597
298,597
c Investments—corporate bonds (attach schedule)....... 1,174,277 0 0
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).......... 1,267,777 Click to see attachment
List of Attached Documents:
// Content
2,407,090
2,407,090
14 Land, buildings, and equipment: basis right arrow2,399
Less: accumulated depreciation (attach schedule) right arrow2,399      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
14,081
Click to see attachment
List of Attached Documents:
// Content
3,243
Click to see attachment
List of Attached Documents:
// Content
3,243
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,681,255 2,879,375 2,879,375
Liabilities 17 Accounts payable and accrued expenses.......... 13 1,003
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)......... 13 1,003
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........... 2,484,088 2,715,368
25 Net assets with donor restrictions............ 197,154 163,004
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,681,242 2,878,372
30 Total liabilities and net assets/fund balances (see instructions). 2,681,255 2,879,375
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
2,681,242
2
Enter amount from Part I, line 27a .....................
2
208,477
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,889,719
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
11,347
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,878,372
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 MARKETABLE SECURITIES P    
b
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 1,312,890   1,167,495 145,395
b
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       145,395
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 2 145,395
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 2,685
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 2,685
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 2,685
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,451
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 6,451
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,766
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,766 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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 arrowMD
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 arrowWWW.NAAAWYSF.COM
14
The books are in care ofright arrowPAUL LIPS Telephone no.right arrow (301) 696-0400

Located atright arrow5320 SPECTRUM DRIVE SUITE DFREDERICKMD ZIP+4right arrow21703
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PAUL LIPS VICE PRESIDENT
5.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
MIKE BROWNING CHAIRMAN
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
MEGHAN EWIN ASSISTANT TREASURER
5.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
VANN HUMPHREY TREASURER
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
MARTIN SANDOVAL SECRETARY
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
MATT ALOMBRO TRUSTEE
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
ANGELICA ROTSART HUGHES TRUSTEE
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
KERRI ROTUNDA TRUSTEE
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
MIKE WASEITY TRUSTEE
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
BUTCH HERDEGEN TRUSTEE
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
BRAD WILSON TRUSTEE
1.00
0 0 0
5320 SPECTRUM DRIVE
FREDERICK,MD21703
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,586,938
b
Average of monthly cash balances.......................
1b
150,278
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,737,216
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
2,737,216
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
41,058
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,696,158
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
134,808
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
134,808
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,685
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,685
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
132,123
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
132,123
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
132,123
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
193,964
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
193,964
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 7 132,123
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 52,023
f Total of lines 3a through e ........ 52,023
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 193,964
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 132,123
e Remaining amount distributed out of corpus 61,841
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 5 113,864
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
113,864
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 52,023
e Excess from 2024.... 61,841
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

CARLY CAMPBELL

6265 FIRESTONE DRIVE
FAIRFIELD,OH45014
    SCHOLARSHIP 10,000

JEREMIAH HERNANDEZ

709 BLUEBONNET DR
CEDAR HILL,TX75104
    SCHOLARSHIP 10,000

PAYTON OLEJNICZAK

N9353 ROMADKA PARK RD
MUKWONAGO,WI53149
    SCHOLARSHIP 10,000

KENNEDY NISBETH

2845 LENOX DR
EVANSVILLE,IN47725
    SCHOLARSHIP 10,000

NYLA DEES

1720 HERITAGE PARK ROAD
PIGGOTT,AR72454
    SCHOLARSHIP 5,000

GABRIELLA RODRIGUEZ

30337 HUEY ST
LACOMBE,LA70445
    SCHOLARSHIP 5,000

TANNER HESS

6708 DAKOTA RIDGE
EL PASO,TX79912
    SCHOLARSHIP 5,000

JILLIAN MOORE

14076 SALMON DR
CARMEL,IN46033
    SCHOLARSHIP 10,000

AUSTIN AANENSON

46321 NITCHE LAKE RD
PERHAM,MN56573
    SCHOLARSHIP 10,000

ABIGAIL MCKEON

10311 SALAMANCA
HELOTES,TX78023
    SCHOLARSHIP 10,000

SARAH BORIS

212 VISTA LANE
GEORGETOWN,TX78633
    SCHOLARSHIP 10,000

HAYDEN HUISMAN

1755 SLEEPY HOLLOW TRAIL
SOUTHLAKE,TX76092
    SCHOLARSHIP 10,000

ELIZABETH HUGHES

517 WHEATFIELD DR
LITITZ,PA17543
    SCHOLARSHIP 10,000

JULIANNA ROSE

221 HEBRON ROAD
BOLTON,CT06043
    SCHOLARSHIP 10,000

LAURA BENWAY

45 OLEARY ROAD
MARLBOROUGH,MA01752
    SCHOLARSHIP 10,000

JAYDEN TROY YORK

34 CARRIERE CRES
BEAUMONT   T4X 0A8
CA
    SCHOLARSHIP 10,000

ANTHONY LUCKEY

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

DANNY LUCAS

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

FRANCESCA PATTERSON

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

GREGORY ROBERTS

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

JACK ANDERSON

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

JIMI SIMMONS

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

MARIE ADAMS

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

MISSY WELLER

1 DEER FOREST LANE
PELZER,SC29669
    DISASTER RELIEF 100

SANTRICIA HARRISON

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

SARA SCHNEIDER

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 1,000

TONY BOUTON

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

WILLIAM MILLS

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

ZACK COOK

395 HAMBURG ROAD
NORTH AUGUSTA,SC29841
    DISASTER RELIEF 1,000

ALEJANDRO GEHRMANN

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

ANDREW PENNINGTON

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

AUSTIN TAYLOR

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

BECKI SMITH

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

BOBBY KELLY

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

BOBBY PARNELL

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

BROOKE LUSK

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

BRYAN KAHLER

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

CASEY HEARD

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

CHARLES TIMMS

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

CHASE JAMES

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

CHRIS CARLSON

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 1,000

CHRIS SHORES

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

CHRISTOPHER STONE

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

CRAIG MAYER

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

DAVID CHARPING

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

DIANE PETERSON

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

EDDIE WATFORD

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

ELLIS TINSLEY

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

ERICA DIDION

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 250

ERICA NORTON

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

HALEY BOIVIN

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JACOB CAGLE

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JAIME SLOAN

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JAXON MICKELSON

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JENNA ELEAZAR

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JODY DENT

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JOE CURZI

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JONATHAN CONLEY

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JONATHAN MOTE

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

KACI HOLLAND

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

KALEIGH BOWIE

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

KASEY COOK

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

KRISTINA KNIGHT

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

MELANIE VASQUEZ

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

MIKE ZUFELT

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

RAMON CUEVAS

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

RAVEN AUCKABAA

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

ROBERT HALL

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

RYAN DICKERSON

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

SHAWN BAILEY

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

SOFIA MEDEL

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

SOMMER KING

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 1,000

SPENCER CRAIGO

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

TANNER WEBSTER

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 1,000

TARA SEAWRIGHT

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

TIM CHEEKS

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

TOBY AYERS

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

TONY SALTER

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

TRAVIS DAVIS

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

WILLIAM MOORE

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

WILLIE MATTRESS

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

BRIAN JACKSON

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JOSHUA ROGERS

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

MATTHEW MANLEY

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

WENDELL COX

140 WEBB ROAD
WILLIAMSTON,SC29697
    DISASTER RELIEF 100

JORGE RANGEL

2042 ACKERMAN ROAD
SAN ANTONIO,TX78219
    DISASTER RELIEF 1,000

KAIA ANDERSON

1305 INDIAN LAKE ROAD
DAYTONA,FL32124
    DISASTER RELIEF 1,000

MARIA ARLOTTA

1305 INDIAN LAKE ROAD
DAYTONA,FL32124
    DISASTER RELIEF 1,000

MERRIDEE CATES

7835 CLARK FORK LANE
CITRUS HEIGHTS,CA95610
    DISASTER RELIEF 500

RICHARD SMALL

4900 BUFFINGTON ROAD
COLLEGE PARK,GA30349
    DISASTER RELIEF 500

ROBERT STADLMAN

14950 ROOSEVELT BLVD
CLEARWATER,FL33762
    DISASTER RELIEF 500

THOMAS RUIZ

401 S 50TH ST
TAMPA,FL33619
    DISASTER RELIEF 500

VINCENT STARLIN

7205 CAMPBELTON RD
ATLANTA,GA30331
    DISASTER RELIEF 500

YKETTA PERKINS

4900 BUFFINGTON ROAD
COLLEGE PARK,GA30349
    DISASTER RELIEF 500

AMANDA ROSARIO

401 S 50TH STREET
TAMPA,FL33619
    DISASTER RELIEF 500

BRIANE THOMAS

2042 ACKERMAN RD
SAN ANTONIO,TX78219
    DISASTER RELIEF 500

CHEVY LOPEZ

14950 ROOSEVELT BLVD
CLEARWATER,FL33762
    DISASTER RELIEF 500

DARCY HARRIS

2042 ACKERMAN RD
SAN ANTONIO,TX78219
    DISASTER RELIEF 500

DEANDREA JOHNSON

7205 CAMPBELTON RD
ATLANTA,GA30331
    DISASTER RELIEF 500

JACK BRADLER

14950 ROOSEVELT BLVD
CLEARWATER,FL33762
    DISASTER RELIEF 500

LOREKA HARMON

14950 ROOSEVELT BLVD
CLEARWATER,FL33762
    DISASTER RELIEF 500

KAREN MATHER

530 NICOLE BLVD
OCOEE,FL34761
    DISASTER RELIEF 500

ANGELA M SAPP

10925 1ST LANE N
ST PETERSBURG,FL33716
    DISASTER RELIEF 1,000

NICHOLAS APICELLA

7 HALEHAVEN DRIVE
SIMPSONVILLE,SC29681
    DISASTER RELIEF 500

BECKY LURGI

1795 OLD CHARLOTTE RD
SPARTANBURG,SC29307
    DISASTER RELIEF 1,000

JAMIE SLOAN

213 GREEN VALLEY ROAD
ANDERSON,SC29621
    DISASTER RELIEF 1,000

SHARRON BOITNOTT

45035 ANTLER CIRCLE
ELIZABETH,CO80107
    DISASTER RELIEF 1,000

VAIENTI CHILDRENS TRUST

BANK OF AMERICA 919 GATEWAY COMMONS
CIRCLE
WAKE FOREST,NC27587
    DISASTER RELIEF 1,000

RUSS SAPP

1046 AE MOORE DR
MOODY,AL35004
    DISASTER RELIEF 1,000

BIRAN PEREZ

2000 CAVALCADE ST
HOUSTON,TX77009
    DISASTER RELIEF 1,000
Total .................................right arrow 3a 182,150
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 86,786  
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 ............
    18 145,395  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 232,181 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
232,181
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
NAAA WARREN YOUNG SR SCHOLASTIC
FOUNDATION INC
Employer identification number

05-0604611
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
NAAA WARREN YOUNG SR SCHOLASTIC
FOUNDATION INC
Employer identification number
05-0604611
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
SOUTHERN AUTO AUCTION
 
161 SOUTH MAIN STREET
 
EAST WINDSOR, CT06088

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
AUTOTEC
 
2200 WOODCREST PLACE SUITE 200
 
BIRMINGHAM, AL35209

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
CAROLINA AUTO AUCTION
 
140 WEBB ROAD
 
WILLIAMSTON, SC29697

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
PATTY STANLEY
 
140 WEBB ROAD
 
WILLIAMSTON, SC29697

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
CHARLOTTE PYLE
 
600 WINFILED RD
 
ST ALBANS, WV25177

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
ADESA
 
500 EAST 96TH STREET
 
INDIANAPOLIS, IN46240

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
NAAA WARREN YOUNG SR SCHOLASTIC
FOUNDATION INC
Employer identification number
05-0604611
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
7
STATELINE AUTO AUCTION
 
830 TALMADGE HILL ROAD SOUTH
 
WAVERLY, NY14892

$ 14,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
AUTO AUCTION SERVICES CORP
 
50 GLENLAKE PARWAY NE
 
ATLANTA, GA30328

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
DAA NORTHWEST
 
2215 SOUTH HAYFORD ROAD
 
SPOKANE, WA99219

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
NATIONAL AUTO AUCTION ASSOCIATION
 
5320 SPECTRUM DRIVE SUITE D
 
FREDERICK, MD21703

$ 10,000


(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.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
NAAA WARREN YOUNG SR SCHOLASTIC
FOUNDATION INC
Employer identification number

05-0604611
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
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(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
NAAA WARREN YOUNG SR SCHOLASTIC
FOUNDATION INC
Employer identification number

05-0604611
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
NAAA WARREN YOUNG SR SCHOLASTIC
 
FOUNDATION INC
EIN:
05-0604611
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 21,646 10,823   10,823

TY 2024 InvestmentsCorpStockSchedule
Name:
NAAA WARREN YOUNG SR SCHOLASTIC
 
FOUNDATION INC
EIN:
05-0604611
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD ADR 1,038 1,038
ADIDAS AG 795 795
ADOBE INC 3,421 3,421
ADYEN N V UNSPONSRED ADR 552 552
AIA GROUP LTD SPON ADR 1,103 1,103
AIRBUS SE UNSPONSORED ADR 3,428 3,428
AJINOMOTO INC ADR 885 885
ALCON INC 2,693 2,693
ALIBABA GROUP HLDG LTD 651 651
ALPHABET INC CL A 2,249 2,249
ALPHABET INC CL C 1,922 1,922
AMADEUS IT GROUP S.A ADR 541 541
AMAZON COM INC 4,455 4,455
AMER INTL GP INC NEW 2,635 2,635
AMERICAN WATER WORKS CO 2,727 2,727
AMERIPRISE FINCL INC 4,463 4,463
AMGEN INC 2,917 2,917
ANGLO AMERN PLC SPONSORED ADR 825 825
ANHEUSER BUSCH INBEV SA SPON 433 433
ANSYS INC 3,414 3,414
AON PLC CL A 834 834
ARGENX SE ADR (ARGX) 962 962
ASHTEAD GROUP PLC ADR (ASHTY) 464 464
ASM INTERNATIONAL NV (ASMIY) 500 500
ASML HOLDING NV NY REG NEW (ASML) 2,022 2,022
ASTRAZENECA PLC ADR (AZN) 1,173 1,173
ATMOS ENERGY CP (ATO) 3,073 3,073
AUTODESK INC DELAWARE (ADSK) 1,834 1,834
BAE SYS PLC SPON ADR (BAESY) 715 715
BANCO BILBAO VIZ ARG SA ADS (BBVA) 1,059 1,059
BEIGENE LTD (BGNE) 320 320
BLACKSTONE INC (BX) 3,103 3,103
BLOCK INC CL A (SQ) 689 689
BOEING CO (BA) 2,937 2,937
BP PLC ADS (BP) 258 258
BRITISH AMER TOB SPON ADR (BTI) 883 883
BROOKFIELD CORP CL A (BN) 988 988
BUNZL PLC NEW (BZLFY) 511 511
CANADIAN NATURAL RESOURCES LTD (CNQ) 1,867 1,867
CAPGEMINI S E UNSPONSORED ADR (CGEMY) 681 681
CAPITAL ONE FINANCIAL CORP (COF) 3,827 3,827
CENOVUS ENERGY INC COM (CVE) 1,444 1,444
COCA COLA CO (KO) 2,732 2,732
COMMERCE BANCSHARES (CBSH) 1,513 1,513
CONSTELLATION BRANDS INC CL A (STZ) 2,061 2,061
CORTEVA INC (CTVA) 3,873 3,873
COTERRA ENERGY INC (CTRA) 2,605 2,605
COUPANG INC CL A (CPNG) 264 264
CRH PLC (CRH) 849 849
CULLEN FROST BANKERS INC (CFR) 2,217 2,217
DAIICHI SANKYO CO LTD SPON ADR (DSNKY) 1,848 1,848
DANAHER CORPORATION (DHR) 2,833 2,833
DANONE SPONSORED ADR (DANOY) 827 827
DBS GROUP HOLDINGS LTD SP (DBSDY) 917 917
DEERE & CO (DE) 304 304
DISCO CORP ADR (DSCSY) 358 358
DSV AS ADR (DSDVY) 1,066 1,066
ECOLAB INC (ECL) 2,830 2,830
EDENRED S A ADR (EDNMY) 384 384
ENEL SOCIETA PER AZIONI ADR (ENLAY) 508 508
ENTAIN PLC ADR (GMVHY) 261 261
EQUITY LIFESTYLE PROPERTIES (ELS) 2,179 2,179
ESSILORLUXOTTICA ADR (ESLOY) 872 872
EVOLUTION AB ADR (EVVTY) 553 553
EXPEDITORS INTL WASH INC (EXPD) 763 763
FACTSET RESEARCH SYSTEMS INC (FDS) 882 882
FERRARI N V (RACE) 771 771
FLUTTER ENTERTAINMENT PLC (FLUT) 1,906 1,906
FUJITSU LTD ADR NEW (FJTSY) 708 708
GALAXY ENTMT GROUP LTD ADR (GXYYY) 758 758
GENL DYNAMICS CORP (GD) 2,693 2,693
GLENCORE PLC ADR (GLNCY) 2,549 2,549
GRUPO AEROPORTUARIO DEL (PAC) 279 279
HDFC BANK LTD ADR (HDB) 1,152 1,152
HEIDELBERG MATERIALS AG ADR (HDLMY) 964 964
HERMES INTL SCA UNSPON ADR (HESAY) 292 292
HONEYWELL INTL INC (HON) 3,048 3,048
HOYA CORP SPONS ADR (HOCPY) 503 503
ICICI BANK LTD (IBN) 1,437 1,437
ILLUMINA INC (ILMN) 504 504
INDUSTRIA DE DISENO TEXTIL IND (IDEXY) 1,028 1,028
ING GROEP NV ADR (ING) 678 678
INTERNATIONAL CONS AIRLS GRP (ICAGY) 862 862
INTUITIVE SURGICAL INC (ISRG) 931 931
ITAU UNIBANCO MULTIPLE ADR (ITUB) 447 447
JBS S A SPON ADR (JBSAY) 262 262
KB FINANCIAL GRP INC SONS ADR (KB) 488 488
KERING S A ADR NEW (PPRUY) 275 275
KINGSPAN GROUP PLC UNSPON ADR (KGSPY) 467 467
LENNAR CORPORATION (LEN) 4,007 4,007
LINDE PLC (LIN) 1,265 1,265
LONDON STK EXCHANGE GROUP ADR (LNSTY) 599 599
LONZA GROUP AG ZUERICH ADR (LZAGY) 537 537
LOWES COMPANIES INC (LOW) 2,466 2,466
LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 1,320 1,320
MARTIN MARIETTA MATERIALS (MLM) 3,482 3,482
MEDTRONIC PLC SHS (MDT) 1,741 1,741
MEITUAN ADR (MPNGY) 685 685
MERCADOLIBRE INC (MELI) 2,520 2,520
MERCK & CO INC NEW COM (MRK) 2,850 2,850
META PLATFORMS INC CL A (META) 5,055 5,055
MICHELIN COMPAGNIE GENERALE DE (MGDDY) 2,470 2,470
MICROCHIP TECHNOLOGY INC (MCHP) 2,258 2,258
MICROSOFT CORP (MSFT) 8,009 8,009
MITSUBISHI UFJ FINCL GRP ADS (MUFG) 2,485 2,485
MONSTER BEVERAGE CORP NEW COM (MNST) 1,493 1,493
MTU AERO ENGINES AG (MTUAY) 1,182 1,182
NATWEST GROUP PLC ADR (NWG) 285 285
NESTE OYJ ADR (NTOIY) 191 191
NESTLE SPON ADR REP REG SHR (NSRGY) 1,182 1,182
NETEASE.COM INC ADS (NTES) 582 582
NETFLIX INC (NFLX) 4,168 4,168
NIKE INC B (NKE) 547 547
NINTENDO CO LTD ADR NEW (NTDOY) 623 623
NOVARTIS AG ADR (NVS) 701 701
NOVO NORDISK A/S ADR (NVO) 4,715 4,715
NU HLDGS LTD ORD SHS CL A (NU) 810 810
NVIDIA CORPORATION (NVDA) 6,327 6,327
ORACLE CORP (ORCL) 3,166 3,166
OSHKOSH CORP (OSK) 1,849 1,849
PARKER HANNIFIN CORP (PH) 5,501 5,501
PAYPAL HLDGS INC COM (PYPL) 592 592
PERNOD RICARD SA ADR (PRNDY) 231 231
PHILIP MORRIS INTL INC (PM) 1,119 1,119
PNC FINL SVCS GP (PNC) 2,566 2,566
PROCTER & GAMBLE (PG) 2,728 2,728
PT BK CENT ASIA TBK ADR (PBCRY) 505 505
PT BK MANDIRI PERSERO TBK UNSP (PPERY) 698 698
QUALCOMM INC (QCOM) 3,998 3,998
R P M INC (RPM) 2,824 2,824
RECRUIT HOLDINGS CO. LTD. ADR (RCRUY) 2,156 2,156
REGENERON PHARMACEUTICALS INC (REGN) 1,104 1,104
RENTOKIL INITIAL PLC ADR (RTO) 444 444
RHEINMETALL AG UNSPON ADR (RNMBY) 677 677
RIO TINTO PLC SPON ADR (RIO) 733 733
ROCHE HOLDINGS ADR (RHHBY) 503 503
ROLLS ROYCE HOLDINGS PLC (RYCEY) 644 644
RYANAIR HLDGS PLC ADR (RYAAY) 545 545
SAFRAN SA (SAFRY) 2,172 2,172
SAGE GROUP PLC ADR NEW (SGPYY) 1,003 1,003
SALESFORCE INC (CRM) 2,253 2,253
SAP AG (SAP) 3,350 3,350
SCHNEIDER ELEC SA UNSP ADR (SBGSY) 787 787
SEI INVESTMENTS CO (SEIC) 655 655
SEVEN & I HLDGS CO LTD ADR (SVNDY) 862 862
SHIN ETSU CHEM CO LTD ADR (SHECY) 915 915
SHOPIFY INC (SHOP) 3,549 3,549
SIEMENS AKTIENGESELLSCHAFT (SIEGY) 1,067 1,067
SIEMENS HEALTHINEERS AG ADR (SMMNY) 516 516
SIKA AG ADR (SXYAY) 448 448
SMC CORP JAPAN SPONSORED ADR (SMCAY) 752 752
SONOVA HLDG AG UNSP ADR (SONVY) 554 554
SONY GROUP CORPORATION ADR (SONY) 4,042 4,042
STANDARD CHARTERED PLC ADR (SCBFY) 840 840
STARBUCKS CORP WASHINGTON (SBUX) 1,073 1,073
STMICROELECTRONICS NV (STM) 247 247
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 6,004 6,004
TDK CP ADR NEW (TTDKY) 837 837
TECHTRONIC IND LTD SPONS ADR (TTNDY) 997 997
TELEDYNE TECH INC (TDY) 2,560 2,560
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 1,998 1,998
TESLA INC (TSLA) 5,273 5,273
TFI INTL INC (TFII) 539 539
THERMO FISHER SCIENTIFIC (TMO) 730 730
TOKI MARINE HOLDING INS ADR (TKOMY) 812 812
TOKYO ELECTRON LTD UNSPON ADR (TOELY) 735 735
TOTALENERGIES SE SPONSORED ADS (TTE) 3,130 3,130
TRANE TECHNOLOGIES PLC (TT) 1,066 1,066
TREASURY WINE ESTATES LTD ADR (TSRYY) 237 237
TRIP COM GROUP LTD ADR (TCOM) 1,191 1,191
U S BANCORP COM NEW (USB) 3,249 3,249
UBS GROUP AG SHS (UBS) 1,051 1,051
UNICREDIT SPA-ADR (UNCRY) 518 518
VALE S.A (VALE) 673 673
VERIZON COMMUNICATIONS (VZ) 2,595 2,595
VERTEX PHARMACEUTICALS (VRTX) 1,655 1,655
VISA INC CL A (V) 3,461 3,461
WALT DISNEY CO HLDG CO (DIS) 1,966 1,966
WOLTERS KLUWER NV SPON ADR (WTKWY) 550 550
WORKDAY INC CL A (WDAY) 597 597
XCEL ENERGY INC (XEL) 2,705 2,705
XYLEM INC COM (XYL) 2,609 2,609
YUM BRANDS INC (YUM) 557 557
YUM CHINA HLDNGS (YUMC) 287 287

TY 2024 InvestmentsOtherSchedule2
Name:
NAAA WARREN YOUNG SR SCHOLASTIC
 
FOUNDATION INC
EIN:
05-0604611
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESCO S&P 500 EQUAL WEIGHT E (RSP) FMV 30,315 30,315
ISHARES CORE S&P 500 ETF (IVV) FMV 72,996 72,996
ISHARES INC MSCI JAPAN ETF (EWJ) FMV 37,912 37,912
SPDR BLOOMBERG 1-3 MONTH T-B (BIL) FMV 5,363 5,363
VANGUARD GROWTH ETF (VUG) FMV 180,183 180,183
VANGUARD INTL EQUITY INDEX FD (VEU) FMV 126,761 126,761
VANGUARD MID CAP VALUE ETF (VOE) FMV 91,076 91,076
VANGUARD MIDCAP GROWTH ETF (VOT) FMV 76,886 76,886
VANGUARD SHORT TERM BND (BSV) FMV 270,136 270,136
VANGUARD VALUE ETF INDEX (VTV) FMV 132,731 132,731
ALLSPRING CORE PLUS BD I (WIPIX) FMV 541,290 541,290
ARTISAN DEVELOPING WORLD ADV (APDYX) FMV 40,465 40,465
ARTISAN INTL VALUE ADV (APDKX) FMV 141,782 141,782
FULLERTHALER BHV SMCP GRW I (FTXSX) FMV 31,109 31,109
JPMORGAN UNDSC MNGR BEHV VL I (UBVSX) FMV 34,100 34,100
LAZARD EMERGING MKTS EQ I (LZEMX) FMV 60,234 60,234
LOOMIS SAYLES INVST GRADE BD Y (LSIIX) FMV 533,751 533,751

TY 2024 OtherAssetsSchedule
Name:
NAAA WARREN YOUNG SR SCHOLASTIC
 
FOUNDATION INC
EIN:
05-0604611
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 14,081 3,243 3,243


TY 2024 OtherDecreasesSchedule
Name:
NAAA WARREN YOUNG SR SCHOLASTIC
 
FOUNDATION INC
EIN:
05-0604611
Description Amount
UNREALIZED GAIN 11,347


TY 2024 OtherExpensesSchedule
Name:
NAAA WARREN YOUNG SR SCHOLASTIC
 
FOUNDATION INC
EIN:
05-0604611
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 991 0   991
BANK FEES 954 954   0
DUES AND SUBSCRIPTIONS 59 59   0


TY 2024 OtherProfessionalFeesSchedule
Name:
NAAA WARREN YOUNG SR SCHOLASTIC
 
FOUNDATION INC
EIN:
05-0604611
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 17,532 17,532   0
CONSULTING FEES 9,628 9,628   0


TY 2024 TaxesSchedule
Name:
NAAA WARREN YOUNG SR SCHOLASTIC
 
FOUNDATION INC
EIN:
05-0604611
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 2,294 0   0
FEDERAL ESTIMATED PAYMENT 3,500 0   0