Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Robert and Judith Sturgis Family
Foundation
% Robert and Judith Sturgis Fa
Number and street (or P.O. box number if mail is not delivered to street address)4 Erins Way
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Simsbury, CT06070
A Employer identification number

03-6090117
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$8,958,145J 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) 770,312
2 Check right arrow.............
3 Interest on savings and temporary cash investments 17,592 17,592  
4 Dividends and interest from securities... 253,223 253,223  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 250,902
b Gross sales price for all assets on line 6a 3,229,894
7 Capital gain net income (from Part IV, line 2)... 291,301
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
68,202 68,202  
12 Total. Add lines 1 through 11........ 1,360,231 630,318  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
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
35,614 35,614    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,435 235    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,470     1,470
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,777 47   8,730
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,296 35,896   10,200
25 Contributions, gifts, grants paid....... 412,979 412,979
26 Total expenses and disbursements. Add lines 24 and 25 463,275 35,896   423,179
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 896,956
b Net investment income (if negative, enter -0-) 594,422
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 926,722 274,240 274,240
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) 73,637    
b Investments—corporate stock (attach schedule)....... 4,992,399 Click to see attachment
List of Attached Documents:
// Content
6,798,505 		7,678,265
c Investments—corporate bonds (attach schedule)....... 709,652 Click to see attachment
List of Attached Documents:
// Content
458,420 		521,661
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).......... 437,785 Click to see attachment
List of Attached Documents:
// Content
505,986 		483,979
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,140,195 8,037,151 8,958,145
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,140,195 8,037,151
29 Total net assets or fund balances (see instructions)..... 7,140,195 8,037,151
30 Total liabilities and net assets/fund balances (see instructions). 7,140,195 8,037,151
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
7,140,195
2
Enter amount from Part I, line 27a .....................
2
896,956
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,037,151
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
8,037,151
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
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 3,229,894   2,938,593 291,301
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       291,301
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 2 291,301
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 8,262
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 8,262
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 8,262
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,609
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,700
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,309
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 47
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow47 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
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 arrowHTTPS://WWW.STURGISFAMILYFOUNDATION.COM/
14
The books are in care ofright arrowRobert and Judith Sturgis Fami Telephone no.right arrow (860) 658-0566

Located atright arrow4 Erins WaySimsburyCT ZIP+4right arrow06070
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Tamitha L Gordon Trustee
1.0 		0 0 0
4 Erins Way
Simsbury,CT06070
James P Lilliendahl Trustee
1.0 		0 0 0
4 Erins Way
Simsbury,CT06070
Guy R Sturgis Trustee
1.0 		0 0 0
4 Erins Way
Simsbury,CT06070
Robert Sturgis Trustee
4.0 		0 0 0
4 Erins Way
Simsbury,CT06070
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
 
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
7,652,866
b
Average of monthly cash balances.......................
1b
439,303
c
Fair market value of all other assets (see instructions)................
1c
483,979
d
Total (add lines 1a, b, and c).........................
1d
8,576,148
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
8,576,148
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
128,642
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,447,506
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
422,375
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
422,375
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,262
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,262
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
414,113
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
414,113
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
414,113
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
423,179
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
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
423,179
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 7 414,113
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......  
c From 2021...... 11,141
d From 2022......  
e From 2023...... 8,213
f Total of lines 3a through e ........ 19,354
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 423,179
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..... 414,113
e Remaining amount distributed out of corpus 9,066
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 28,420
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 ...... 		28,420
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 11,141
c Excess from 2022....  
d Excess from 2023.... 8,213
e Excess from 2024.... 9,066
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).)
Robert Sturgis
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 e-mail address of the person to whom applications should be addressed:
ROBERT JUDITH STURGIS FAMILY FDN
4 ERINS WAY
SIMSBURY,CT06070
(860) 658-0566
STURGISFAMILYFOUNDATION@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
SEE WEBSITE WITH APPLICATION: WWW.STURGISFAMILYFOUNDATION.COM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PROPOSAL GRANTS WILL BE REVIEWED BY THE BOARD. DETERMINATION OF AWARDS IS BASED ON PROPOSAL AND FIT WITH MISSION OF THE FOUNDATION.
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

ACTUARIAL FOUNDATION

PO BOX 736557
CHICAGO,IL60673 		N/A PC General & Unrestricted 1,200

AMERICAN DIABETES ASSOCIATION INC

2451 CRYSTAL DR STE 900
ARLINGTON,VA22202 		N/A PC General & Unrestricted 800

AMERICAN RED CROSS GREATER CAROLINAS CHAPTER

2425 PARK RD
CHARLOTTE,NC28203 		N/A PC Hurricane Helene recovery Fund 2,500

AUSBON SARGENT LAND PRESERVATION TRUST

PO BOX 2040
NEW LONDON,NH03257 		N/A PC General & Unrestricted 700

BETHESDA PROJECT

1630 S ST
PHILADELPHIA,PA19146 		N/A PC General & Unrestricted 750

BOISE RESCUE MISSION

308 S 24TH ST
BOISE,ID83702 		N/A PC General & Unrestricted 1,000

CHARITY NAVIGATOR

PO BOX 4009
HARLAN,IA51593 		N/A PC General & Unrestricted 500

CHESTNUT HILL COMMUNITY ASSOCIATION PA INC

8434 GERMANTOWN AVE
PHILADELPHIA,PA19118 		N/A PC General & Unrestricted 15,000

CONNECTICUT FOODSHARE INC

2 RESEARCH PKWY
WALLINGFORD,CT06492 		N/A PC General & Unrestricted 3,000

CONNECTICUT PUBLIC BROADCASTING INC

1049 ASYLUM AVE
HARTFORD,CT06105 		N/A PC General & Unrestricted 500

CRADLES TO CRAYONS INC

4700 WISSAHICKON AVE STE 142
PHILADELPHIA,PA19144 		N/A PC General & Unrestricted 500

DAVE THOMAS FOUNDATION FOR ADOPTION

4900 TUTTLE CROSSING BLVD
DUBLIN,OH43016 		N/A PC General & Unrestricted 1,000

EVERSIGHT

3985 RESEARCH PARK DR
ANN ARBOR,MI48108 		N/A PC General & Unrestricted 50,000

FARMINGTON RIVER WATERSHED ASSOCIATION INC

749 HOPMEADOW ST
SIMSBURY,CT06070 		N/A PC General & Unrestricted 700

FIDELCO GUIDE DOG FOUNDATION INC

103 VISION WAY
BLOOMFIELD,CT06002 		N/A PC General & Unrestricted 2,500

FRIENDS OF CRESHEIM TRAIL

PO BOX 4341
PHILADELPHIA,PA19118 		N/A PC General & Unrestricted 500

FRIENDS OF THE WISSAHICKON INC

40 W EVERGREEN AVE SUITE 10
PHILADELPHIA,PA19118 		N/A PC Little Friends of the Wissahickon Program 1,000

GIFTS OF LOVE INC

34 E MAIN ST
AVON,CT06001 		N/A PC General & Unrestricted 12,289

HARTFORD INTERVAL HOUSE INC

PO BOX 340207
HARTFORD,CT06134 		N/A PC General & Unrestricted 2,500

HORACE BUSHNELL MEMORIAL HALL CORPORATION

166 CAPITOL AVE
HARTFORD,CT06106 		N/A PC General & Unrestricted 500

IDAHO FOODBANK WAREHOUSE

3630 E COMMERCIAL CT
MERIDIAN,ID83642 		N/A PC General & Unrestricted 2,000

IDAHO HEAD START ASSOCIATION INC

223 N 6TH ST STE 435
BOISE,ID83702 		N/A PC General & Unrestricted 2,000

IDAHO SUICIDE PREVENTION COALITION

PO BOX 271
BOISE,ID83701 		N/A PC General & Unrestricted 2,000

INTERFAITH SANCTUARY HOUSINGSERVICES INC

PO BOX 9334
BOISE,ID83707 		N/A PC General & Unrestricted 1,500

JOHN HAY ESTATE AT THE FELLS

PO BOX 276
NEWBURY,NH03255 		N/A PC General & Unrestricted 600

K9S FOR WARRIORS INC

114 CAMP K9 RD
PONTE VEDRA BEACH,FL32081 		N/A PC General & Unrestricted 2,000

LAKE SUNAPEE PROTECTIVE ASSOCIATION

PO BOX 683
SUNAPEE,NH03782 		N/A PC General & Unrestricted 1,200

MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION

504 RXR PLZ
UNIONDALE,NY11556 		N/A PC General & Unrestricted 50,000

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		N/A PC General & Unrestricted 300

MCCALL WINTER SPORTS CLUB INC

PO BOX 38
MCCALL,ID83638 		N/A PC Little Ski Hill Fund 500

NEW ENGLAND HANDICAPPED SPORTS ASSOCIATION INC

PO BOX 2135
MOUNT SUNAPEE,NH03255 		N/A PC General & Unrestricted 700

NEW LONDON BARN PLAYHOUSE INC

PO BOX 9
NEW LONDON,NH03257 		N/A PC General & Unrestricted 600

PROJECT HOME

1415 FAIRMOUNT AVE STE 241
PHILADELPHIA,PA19130 		N/A PC General & Unrestricted 750

QUEST SCHOLARS PROGRAM

PO BOX 51847
PALO ALTO,CA94303 		N/A PC General & Unrestricted 500

SHEPHERDS HOME FOUNDATION INC

PO BOX 869
MCCALL,ID83638 		N/A PC General & Unrestricted 1,000

SIMSBURY LAND TRUST INC

PO BOX 634
SIMSBURY,CT06070 		N/A PC General & Unrestricted 1,000

SIMSBURY PERFORMING ARTS CENTER INC

PO BOX 245
SIMSBURY,CT06070 		N/A PC SMPAC New Improvement Project 20,000

SOUTH PARK INN INC

75 MAIN ST
HARTFORD,CT06106 		N/A PC General & Unrestricted 15,700

SOUTH ROYALTON AREA SENIOR CITIZENS

PO BOX 344
S ROYALTON,VT05068 		N/A PC General & Unrestricted 5,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		N/A PC General & Unrestricted 2,500

THE VILLAGE FOR FAMILIES & CHILDREN INC

1680 ALBANY AVE
HARTFORD,CT06105 		N/A PC Fatherhood Program 75,000

THE YOUNG MENS CHRISTIAN ASSOCIATION OF BOISE CITY

805 W FRANKLIN ST
BOISE,ID83702 		N/A PC New Building Project Fund 40,000

THE YOUNG MENS CHRISTIAN ASSOCIATION OF BOISE CITY

805 W FRANKLIN ST
BOISE,ID83702 		N/A PC YMCA Camp at Horsethief Reservoir Scholarship Fund 1,000

TREES FOR THE FUTURE INC

10770 COLUMBIA PIKE STE 300
SILVER SPRING,MD20901 		N/A PC General & Unrestricted 1,200

UNDERGROUND NE

54 MAPLE AVE
BLOOMFIELD,CT06002 		N/A PC General & Unrestricted 25,000

UNIVERSITY OF MAINE FOUNDATION

TWO ALUMNI PL
ORONO,ME04469 		N/A PC General & Unrestricted 25,000

UPPER VALLEY SNOWSPORTS FOUNDATION

160 WHALEBACK MOUNTAIN RD
ENFIELD,NH03748 		N/A PC General & Unrestricted 2,000

VISIONS FOR CREATIVE HOUSING SOLUTIONS

8 SUNRISE FARM LN
ENFIELD,NH03748 		N/A PC General & Unrestricted 2,000

WINTER CENTER FOR INDIGENOUS TRADITIONS

PO BOX 328
HANOVER,NH03755 		N/A PC General & Unrestricted 500

WINTER WILDLANDS ALLIANCE INC

910 W MAIN ST STE 235
BOISE,ID83702 		N/A PC Snow School Fund 750

WOMENS AND CHILDRENS ALLIANCE INC

720 W WASHINGTON ST
BOISE,ID83702 		N/A PC General & Unrestricted 33,240
Total .................................right arrow 3a 412,979
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 17,592  
4 Dividends and interest from securities ....     14 253,223  
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 ............ 		    18 250,902  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNET INCOME FROM ANNUITIES 		    14 68,202  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   589,919  
13Total. Add line 12, columns (b), (d), and (e)..................
13
589,919
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
The Robert and Judith Sturgis Family
Foundation
Employer identification number

03-6090117
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
The Robert and Judith Sturgis Family
Foundation 		Employer identification number
03-6090117
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
Estate of Judith Sturgis
4 Erins Way
 
Simsbury, CT06070

$ 770,312


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
The Robert and Judith Sturgis Family
Foundation 		Employer identification number

03-6090117
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
The Robert and Judith Sturgis Family
Foundation 		Employer identification number

03-6090117
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:  

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TY 2024 DepreciationSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
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

TY 2024 InvestmentsCorpBondsSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA - 4.250% - 10/ 48,872 49,610
BOFA FIN LLC - 0.000% - 04/03/ 95,000 91,970
GS DUAL DIRCTNL TRIGG 10/03/29 100,000 134,490
GS DUAL DIRCTNL TRIGG 11/05/29 80,000 107,256
HOME DEPOT INC - 2.800% - 09/1 3,786 3,832
JPMORGAN CHASE & CO SUB BOND - 47,959 49,626
MORGANSTANLEY PURCHASE NY CD - 50,000 50,522
SUMITOMO MITSUI FINANCIAL GROU 32,803 34,355

TY 2024 InvestmentsCorpStockSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 1,663 2,204
ABB LTD 2,660 2,521
ADOBE SYSTEMS, INC 10,509 9,076
ALCON INC 7,439 7,993
AMER INTERNATIONAL GROUP INC 7,016 6,896
AMERICAN WATER WORKS COMPANY I 6,935 6,538
AMERIPRISE FINANCIAL INC 8,223 12,165
AMETEK INC 1,881 2,162
AMGEN INC 7,564 7,323
ANSYS INC 9,046 9,856
ARCH CAPITAL GROUP LTD 6,164 5,549
ARES MANAGEMENT CORPORATION 3,646 4,411
ARES REIT CLASS S 74,811 73,539
ARGENX SE 2,413 3,280
ASICS CORPORATION 1,077 1,139
ASML HOLDING NV NY REG SHS 4,530 4,345
ASTRAZENECA 4,708 4,463
ATLAS COPCO AB A SHS ADR 2,831 2,905
ATMOS ENERGY CORP 6,793 8,241
AUTODESK, INC 2,901 3,297
BANCO BILBAO ARG SA 2,744 2,576
BERKLEY W R CP 1,399 1,478
BLACKROCK GLOBAL LONG SHORT EQ 68,211 68,239
BRAMBLES LTD UNSP AD 1,681 2,215
BROOKFIELD ASSET MANAGEMENT LT 2,229 2,929
BROOKFIELD CORP ORD SHS CL A 11,411 14,707
BROOKFIELD INFRASTRUCTURE ORD 7,120 7,762
BROOKFIELD RENEWABLE CORP CL A 2,356 2,102
BROWN & BROWN INC 8,447 9,871
CALAMOS MARKET NEUTRAL FD CL I 153,000 157,134
CANADIAN PACIFIC RAILWAY LTD 4,995 4,429
CAPITAL ONE FINANCIAL CORP 6,556 10,227
CARMAX INC 4,825 5,379
CBRE GROUP 5,312 7,156
CCC INTELLIGENT SOLUTIONS HOLD 2,811 2,886
CHECK POINT SOFTWARE TECHNOLOG 1,483 1,489
COMMERCE BANCSHARES, INC 2,984 3,974
COMPASS GROUP PLC ADR 3,163 3,762
CONSTELLATION BRANDS INC 5,367 5,052
COPART INC 12,921 13,716
CORTEVA INC 8,664 9,569
COSTAR GROUP, INC 8,516 8,304
COTERRA ENERGY INC 6,729 6,717
CRH PLC - AMERICAN DEPOSITARY 2,899 3,606
CULLEN FROST BANKERS INC 4,044 5,511
DANAHER CORP 6,461 6,675
DEUTSCHE BOERSE ADR 2,797 3,359
DEUTSCHE TELE AG ADS 3,029 4,418
DOMINOS PIZZA INC 5,058 5,288
EATON VANCE LIMITED DURATION I 382,858 381,030
ECOLAB INC 5,928 7,967
EDP-ELECTRICIDADE DE PORTUGAL 3,594 2,573
ENTEGRIS INC 797 720
EQUITY LIFESTYLE PRP 5,175 5,130
FAIR ISSAC & CO INC 6,774 8,374
FASTENAL COMPANY 3,059 3,185
FERRARI NV 2,740 2,935
FIRST TR NSDQ CLEAN EDGE SMART 139,930 144,640
FLOOR AND DECOR HOLDINGS 723 722
GALLAGHER ARTHUR J & CO 3,341 3,334
GARTNER INC 6,412 6,624
GEN DYNAMICS CP 5,657 6,728
GIVAUDAN SA UNSP/ADR 2,580 2,560
GRACO INC 1,083 1,093
GROUPE DANONE ADS 3,960 3,709
HALEON PLC 1,678 1,851
HARTFORD SCHRODERS INTERNATION 240,941 260,233
HDFC BANK LTD ADR 2,826 2,904
HEICO CP CL A 10,941 12,728
HERMES INTL 10 ADR 1,488 1,522
HILTON WORLDWIDE HOLDINGS, INC 12,256 13,694
HOME DEPOT INC 45,843 55,237
HONEYWELL INTL 6,320 7,302
HOYA CORP SPONS ADR 3,621 3,650
HYATT HOTELS CORP 2,468 2,590
ICON PLC - AMERICAN DEPOSITARY 3,183 2,305
IDEXX CORP 2,154 1,844
INDUSTRIA DE DISENO 5,286 6,582
INTESA SANPAOLO SPA 2,800 3,333
INVESCO QQQ TRUST 358,533 504,073
INVESCO S&P 500 EQUAL WEIGHT E 174,766 196,082
ISHARES GOLD TR 108,546 149,520
KKR & CO INC 11,487 14,324
L'OREAL ADR 3,339 2,972
LENNAR CORP 15,408 15,546
LENOVO GROUP LTD ADR 1,344 1,246
LIBERTY MEDIA CORPORATION - SE 1,232 1,480
LIBERTY MEDIA CORPORATION - SE 3,250 4,053
LINDE PLC COM 2,389 2,946
LIVE NATION INC COM 5,378 7,155
LLOYDS BANKING GROUP PLC 3,182 2,951
LONDON STK EXCHANGE GROUP 4,697 6,246
LOWES COMPANIES INC 6,241 7,152
LVMH MOET HENN UNSP 3,829 3,361
MAINSTAY CBRE GLOBAL INFRASTRU 140,737 147,193
MARKEL CORP 6,773 7,328
MARTIN MARIETTA MATLS INC 14,575 15,919
MEDTRONIC PLC 5,248 4,809
MERCK & CO INC 6,201 6,353
MICHELIN CIE GEN UNSP/ADR 5,330 5,540
MICROCHIP TECHNOLOGY INC 12,785 9,233
MICROSOFT CORP 8,773 11,360
MITSUBISHI UFJ FINANCIAL GROUP 6,671 7,899
MONOTARO CO., LTD 485 746
MOODYS CORP 1,694 1,836
MS DUAL DIRECTIONAL TRIGGER JU 80,000 113,400
MS TRIGGER PLUS SPX 100,000 131,450
MSCI INC 5,112 5,887
NEW WORLD FUND, INC (F2) 217,004 216,873
NOMURA RESEARCH INST LTD 1,449 1,500
NOVO NORDISK A S 9,221 8,028
O'REILLY AUTOMOTIVE INC 11,652 12,290
OLYMPUS CORP 2,874 2,574
OSHKOSH CORP 4,580 4,442
PARKER HANNIFIN CP 9,889 14,365
PERIMETER SOLUTIONS ORD SHS 820 1,118
PNC FINANCIAL GROUP INC 6,829 7,334
PROCORE TECHNOLOGIES INC 1,575 1,458
PROCTER GAMBLE CO 5,779 6,646
PROGRESSIVE CORP OHIO 2,695 2,900
PUBLICIS GROUPE S.A 2,317 2,214
PUTNAM EQUITY INCOME FUND Y 191,617 176,385
QUALCOMM INC 7,420 8,561
RELX PLC 3,276 4,394
RENTOKIL INITIAL PLC SPON ADR 1,038 724
ROPER INDUSTRIES 7,433 6,912
ROSS STORES, INC 1,432 1,900
RPM INTERNATIONAL INC 6,407 7,942
RYAN SPECIALTY GROUP HOLDINGS 798 734
SAFRAN SA - UNSPON ADR 2,550 2,626
SAP AKTIENGESELL ADS 3,953 6,658
SBA COMMUNICATIONS CORP 878 748
SCHNEIDER ELEC UNSP/ADR 3,762 4,029
SEA LTD 2,703 3,519
SHOPIFY INC 2,365 3,567
SMC CORPORATION 2,329 1,810
SONY GROUP CORP 9,459 12,104
SPDR S&P 500 ETF TRUST 370,205 460,073
SPOTIFY TECHNOLOGY SA 1,580 1,791
STRAUMANN HLDG 1,894 1,805
TAIWAN SEMICONDUCTOR MFG CO LT 1,956 2,579
TELEDYNE TECH INC 5,737 6,627
TERUMO CORP 1,799 1,860
THE BLACKSTONE GROUP INC CL A 5,797 8,096
THE COCA-COLA CO 6,298 6,786
THOMSON REUTERS CORPORATION 2,258 2,906
TOKIO MARINE HOLDINGS INC 3,160 3,023
TOKYO ELECTRON LTD 3,871 3,700
TOTALENERGIES SE 7,788 6,813
TRANSDIGM GRP INC 14,630 13,979
TYLER TECHNOLOGIES, INC 5,150 5,736
UCB UNSP ADR 1,102 1,149
UNILEVER PLC AMER 3,676 3,692
US BANCORP 5,946 8,035
VAIL RESORTS INC 2,098 2,202
VANGAURD HIGH-YIELD CORPORATE 775,000 795,013
VANGUARD 500 INDEX FUND ADM 805,000 1,065,342
VANGUARD HIGH DIV YIELD 75,502 87,654
VANGUARD HIGH DIV YIELD INDEX 890,000 1,028,433
VANGUARD INFLATION-PROTECTED S 400,000 392,293
VEEVA SYSTEMS INC 4,683 4,968
VERALTO CORPORATION 751 739
VERISIGN INC 710 781
VERISK ANALYTICS, INC 1,744 2,197
VERIZON COMMUNICATIONS 6,980 6,638
VIRTUS KAR SMALL-MID CAP CORE 74,537 71,923
VIRTUS MULTI-SECTOR SHRT TRM B 222,326 222,818
VULCAN MATERIALS CO 10,082 10,331
WASTE CONNECTIONS 2,698 2,572
WATERS CORP 1,913 2,247
WIX COM LTD 1,125 1,489
XCEL ENERGY INC 6,002 6,752
XYLEM INC 5,552 6,894
ZAI LABORATORY 408 382

TY 2024 InvestmentsOtherSchedule2
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUITABLE FINANCIAL SCS PLUS 2   329,923 317,424
FORETHOUGHT LIFE FOREACCUMULAT   176,063 166,555

TY 2024 OtherExpensesSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 8,688     8,688
Bank Charges 47 47    
Postage/Delivery Service 42     42


TY 2024 OtherIncomeSchedule2
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NET INCOME FROM ANNUITIES 68,202 68,202  


TY 2024 OtherProfessionalFeesSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 35,614 35,614    


TY 2024 TaxesSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 4,200      
Foreign Tax Paid 235 235