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
TOPFER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3600 N CAPITAL OF TEXAS HWY 320B
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUSTIN, TX787463366
A Employer identification number

74-2961304
B Telephone number (see instructions)

(512) 329-6600
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$28,351,327J 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) 50,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 353,266 349,501  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 753,889
b Gross sales price for all assets on line 6a 2,426,164
7 Capital gain net income (from Part IV, line 2)... 752,443
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
310,569 -74,116  
12 Total. Add lines 1 through 11........ 1,467,724 1,027,828  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 153,455 0   153,455
15 Pension plans, employee benefits....... 14,055 0   14,065
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,250 2,625   2,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
148,196 148,196   0
17 Interest............... 605 605   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
143,820 0   13,820
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
1,724 0  
20 Occupancy.............. 58,774 0   58,774
21 Travel, conferences, and meetings....... 8,094 0   8,094
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
279,497 253,259   26,238
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 813,470 404,685   277,071
25 Contributions, gifts, grants paid....... 2,235,912 2,235,912
26 Total expenses and disbursements. Add lines 24 and 25 3,049,382 404,685   2,512,983
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,581,658
b Net investment income (if negative, enter -0-) 623,143
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............. 519,238 156,232 156,232
2 Savings and temporary cash investments......... 1,078,838 344,661 344,661
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   5,732    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,245,188 Click to see attachment
List of Attached Documents:
// Content
3,669,038 		7,858,608
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,504,986 Click to see attachment
List of Attached Documents:
// Content
22,497,380 		19,963,131
14 Land, buildings, and equipment: basis right arrow108,659
Less: accumulated depreciation (attach schedule) right arrow79,964 30,419 Click to see attachment
List of Attached Documents:
// Content
28,695 		28,695
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,384,401 26,696,006 28,351,327
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........ 45,676,225 45,676,225
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -17,291,824 -18,980,219
29 Total net assets or fund balances (see instructions)..... 28,384,401 26,696,006
30 Total liabilities and net assets/fund balances (see instructions). 28,384,401 26,696,006
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
28,384,401
2
Enter amount from Part I, line 27a .....................
2
-1,581,658
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
26,802,743
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
106,737
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,696,006
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 GAIN/LOSS FROM PARTNERSHIPS P    
b PUBLICLY TRADED SECURITIES P    
c SALE OF ALTAIR MF OPPS FUND IV LP P    
d SALE OF FORTRESS RE OPP FUND B LP P    
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 884,076   1,446 882,630
b 1,542,088   1,627,796 -85,708
c     38,652 -38,652
d     5,827 -5,827
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       882,630
b       -85,708
c       -38,652
d       -5,827
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 2 752,443
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 8,662
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 8,662
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 8,662
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 52,316
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 52,316
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 43,654
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow43,654 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowTX
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.TOPFERFOUNDATION.ORG
14
The books are in care ofright arrowALAN TOPFER Telephone no.right arrow (512) 329-6600

Located atright arrow3600 N CAPITAL OF TX HWY BLDG B STE320AUSTINTX ZIP+4right arrow78746
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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
 
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
ALAN TOPFER PRESIDENT, TREASURER
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
RICHARD TOPFER DIRECTOR, SECRETARY
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
JACQUELINE TOPFER HYNEK DIRECTOR
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
STEVE HYNEK DIRECTOR
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
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
MELANIE CAZIER PROGRAM OFFICER
25.00 		82,116 3,085 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
CATHY MCCANN PROGRAM OFFICER
25.00 		71,339 2,854 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
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
IEQ CAPITAL LLC INVESTMENT ADVISORY FEES 142,730
960 TOWER LANE 700
FOSTER CITY,CA94404
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
7,784,374
b
Average of monthly cash balances.......................
1b
1,511,865
c
Fair market value of all other assets (see instructions)................
1c
21,279,851
d
Total (add lines 1a, b, and c).........................
1d
30,576,090
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
30,576,090
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
458,641
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
30,117,449
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,505,872
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,505,872
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,662
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
222,818
c
Add lines 2a and 2b............................
2c
231,480
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,274,392
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,274,392
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,274,392
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
2,512,983
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
2,512,983
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,274,392
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...... 917,691
b From 2020...... 1,646,451
c From 2021...... 1,272,525
d From 2022...... 1,373,950
e From 2023...... 509,984
f Total of lines 3a through e ........ 5,720,601
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,512,983
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..... 1,274,392
e Remaining amount distributed out of corpus 1,238,591
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 6,959,192
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) ... 		917,691
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,041,501
10 Analysis of line 9:
a Excess from 2020.... 1,646,451
b Excess from 2021.... 1,272,525
c Excess from 2022.... 1,373,950
d Excess from 2023.... 509,984
e Excess from 2024.... 1,238,591
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 e-mail address of the person to whom applications should be addressed:
PLEASE VISIT THE WEBSITE AT TOPFERF
3600 N CAPITAL OF TX HWY STE B320
AUSTIN,TX78746
(512) 329-6600
ALAN_TOPFER@CASTLETOP.ORG
bThe form in which applications should be submitted and information and materials they should include:
PLEASE VISIT THE WEBSITE AT TOPFERFAMILYFOUNDATION.ORG FOR DETAILS
cAny submission deadlines:
PLEASE VISIT THE WEBSITE AT TOPFERFAMILYFOUNDATION.ORG FOR DETAILS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE VISIT THE WEBSITE AT TOPFERFAMILYFOUNDATION.ORG FOR DETAILS
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

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION

225 MICHIGAN AVE 17TH FLOOR
CHICAGO,IL60601 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 2,500

ANY BABY CAN FAMILY RESOURCE CENTER

6207 SHERIDAN AVENUE
AUSTIN,TX78723 		  PC TO SUPPORT NURSE-FAMILY PARTNERSHIP (NFP) AND HOLIDAY NEEDS FOR CLIENT 27,500

ASSISTANCE LEAGUE OF AUSTIN TEXAS INC

4901 BURNET RD
AUSTIN,TX78756 		  PC TO SUPPORT OPERATION SCHOOL BELL AND SCHOLARSHIPS TO ACC STUDENTS NEEDING SUPPORT TO REMOVE FINANCIAL BARRIERS. 34,000

AUSTIN CHILD GUIDANCE CENTER

810 W 45TH STREET
AUSTIN,TX78751 		  PC TO SUPPORT ACCESS TO CARE MENTAL HEALTH TREATMENT AND CARE 25,000

AUSTIN EXPLORE INC DBA EXPLORE AUSTIN

1211 W 6TH STREET SUITE 600 PMB
184AUSTIN TX 78703
AUSTIN,TX78703 		  PC TO SUPPORT ACTIVE LEARNING AND MENTORSHIP FOR AT-RISK YOUTH 10,000

AUSTIN GROUPS FOR THE ELDERLY

3710 CEDAR STREET BOX 2
AUSTIN,TX78705 		  PC TO SUPPORT AGES THRIVE SOCIAL & WELLNESS CENTERS 30,000

AUSTIN PLASTIC SURGERY FOUNDATION AUSTIN SMILES

9415 BURNET RD SUITE 207NULL
AUSTIN,TX78758 		  PC TO SUPPORT CHILDREN BORN WITH CLEFT LIP AND CLEFT PALATE 5,000

BAYAUD ENTERPRISES INC

333 W BAYAUD AVENUE
DENVER,CO80223 		  PC TO SUPPORT AN EVENT PROVIDING VETERANS WITH EMPLOYMENT OPTIONS 12,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212 		  PC TO SUPPORT SCHOLARSHIPS 20,000

BREAKTHROUGH

3100 5TH STREET SUITE 375
AUSTIN,TX78702 		  PC TO SUPPORT TRADE, VOCATIONAL, LICENSE, AND CERTIFICATE PATHWAYS FOR BREAKTHROUGH STUDENTS 50,000

CANDLELIGHT RANCH FOUNDATION

PO BOX 26367
AUSTIN,TX78755 		  PC TO SUPPORT CHILDREN IN NATURE: NATURE PROGRAMS FOR CHILDREN WITH DISABILITIES OR WHO ARE AT-RISK 5,000

CAPITAL IDEA

PO BOX 1784
AUSTIN,TX78767 		  PC TO SUPPORT TARGETED CAREER EDUCATION FOR LOW-INCOME ADULTS 40,000

CASA OF CENTRAL TEXAS INC

2725 HUNTER ROAD
SAN MARCOS,TX78666 		  PC TO SUPPORT ADVOCACY FOR HAYS COUNTY CHILDREN IN FOSTER CARE 10,000

CASA OF TRAVIS COUNTY INC

7600 CHEVY CHASE DR SUITE 200
AUSTIN,TX78752 		  PC TO SUPPORT CHILD ADVOCACY PROGRAM AND HOLIDAY NEEDS FOR CLIENTS 42,500

CASA OF WILLIAMSON COUNTY TEXAS

2100 SCENIC DRIVE SUITE 110
GEORGETOWN,TX78626 		  PC TO SUPPORT ADVOCACY FOR CHILDREN IN THE FOSTER CARE SYSTEM 5,000

CENTRAL TEXAS FOOD BANK

6500 METROPOLIS DRIVE
AUSTIN,TX78744 		  PC TO SUPPORT HEALTHY OPTIONS PROGRAM FOR THE ELDERLY (HOPE) AND HOLIDAY NEEDS FOR CLIENTS 80,000

CHICAGO COMMUNITIES IN SCHOOLS INC

815 W VAN BUREN STREET SUITE 300
CHICAGO,IL60607 		  PC TO PROVIDE DIRECT CASE MANAGEMENT SERVICES AND SUPPORT 30,000

CHILDREN'S CANCER ASSOCIATIONJOY RX

823 CONGRESS AVE SUITE 300
AUSTIN,TX78748 		  PC TO SUPPORT MUSIC PROGRAMMING EXPANSION AT DELL CHILDREN'S 7,500

CHILDREN'S DIAGNOSTIC & TREATMENT CENTER INC

1401 S FEDERAL HIGHWAY
FORT LAUDERDALE,FL33316 		  PC TO PROVIDE PRIMARY MEDICAL AND DENTAL SERVICES FOR YOUTH WITH SPECIAL HEALTH CARE NEEDS 50,000

CHILDREN'S MEDICAL CENTER FOUNDATION OF CENTRAL TEXAS

4900 MUELLER BLVD
AUSTIN,TX78723 		  PC TO SUPPORT SETON ENDOWMENT FOR DELL CHILDREN'S MEDICAL CENTER, ENDOWMENT FOR CHILDREN'S MEDICAL CENTER, AND HERE CAMPAIGN 91,000

CLINT SMALL PTA

4801 MONTEREY OAKS
AUSTIN,TX78749 		  PC EMPLOYEE MATCHING GRANT 145

COMMUNITIES IN SCHOOLS - CENTRAL TEXAS INC

3000 S IH35 SUITE 200
AUSTIN,TX78704 		  PC TO SUPPORT INTEGRATED STUDENT SUPPORTS IN HAYS COUNTY AND THE MALE STUDENT ACHIEVEMENT PROGRAM, PADDLES UP, AND HOLIDAY NEEDS FOR CLIENTS 110,000

CONNECTIONS FOR ABUSED WOMEN AND THEIR CHILDREN

1116 N KEDZIE
CHICAGO,IL60651 		  PC TO SUPPORT THE CHILDREN'S SERVICE PROGRAM 11,000

CRADLES TO CRAYONS INC

2500 W BRADLEY PLACE
CHICAGO,IL60618 		  PC TO SUPPORT READY FOR LEARNING 25,000

DANNY DID FOUNDATION

3008 CENTRAL STREET SUITE 203
EVANSTON,IL60201 		  PC TO PROVIDE SEIZURE MONITORING DEVICES FOR CHILDREN WITH EPILEPSY, AND EMPLOYEE MATCHING GRANT 5,140

DRESS FOR SUCCESS AUSTIN

3000 S IH 35 STE 180
AUSTIN,TX78702 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 5,181

DUPAGE FOUNDATION

3000 WOODCREEK DR SUITE 310
DOWNERS GROVE,IL605155401 		  PC TO SUPPORT TECHNOLOGY UPGRADES 5,000

EASTER SEALS DUPAGE FOX VALLEY

830 S ADDISON AVENUE
VILLA PARK,IL60181 		  PC TO PROVIDE THERAPY AND SUPPORTIVE SERVICES TO CHILDREN WITH DEVELOPMENTAL DELAYS 25,000

EISENHOWER MIDDLE SCHOOL PTA

8231 BLANCO ROAD
SAN ANTONIO,TX78216 		  PC TO SUPPORT FOOD PANTRY 1,000

FOCUS POINTS FAMILY RESOURCE CENTER

2501 E 48TH AVENUE
DENVER,CO80216 		  PC TO SUPPORT WRAP-AROUND SERVICES FOR FAMILIES, INCLUDING EMPLOYMENT, CHILDCARE, LITERACY AND PARENT SUPPORT 5,000

FORT LAUDERDALE INDEPENDENCE TRAINING EDUCATION (FLITE) CENTER

5201 NW 33RD AVENUE
FORT LAUDERDALE,FL33309 		  PC TO PROVIDE SAFE, TRANSITIONAL HOUSING FOR YOUTH EXPERIENCING IMMINENT HOMELESSNESS. 53,500

FOSTER ANGELS OF CENTRAL TEXAS FOUNDATION

PO BOX 152575
AUSTIN,TX78715 		  PC TO SUPPORT CHILDREN AND YOUTH IN CENTRAL TEXAS FOSTER CARE AND HOLIDAY NEEDS FOR CLIENTS 25,000

FOUNDATION COMMUNITIES

3000 S IH 35 SUITE 300
AUSTIN,TX78704 		  PC TO SUPPORT LEARNING CENTERS AND LAMAR SQUARE PROJECT 100,000

GIRLS EMPOWERMENT NETWORK

PO BOX 3122
AUSTIN,TX78764 		  PC TO SUPPORT RADIANT G CIRCLE (FORMERLY GIRL CONNECT) 12,500

GIRLSTART

1400 W ANDERSON LANE
AUSTIN,TX78757 		  PC TO SUPPORT GIRLSART AFTER SCHOOL: STEM EDUCATION FOR GIRLS IN AUSTIN 5,000

HALF HELEN FOUNDATION

7801 N LAMAR BLVD STE D-80
AUSTIN,TX78752 		  PC TO SUPPORT VISION CARE FOR CHILDREN EXPERIENCING POVERTY 5,000

HAND TO HOLD

12325 HYMEADOW DR SUITE 4 102
AUSTIN,TX78750 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 5,000

HEALTH ALLIANCE FOR AUSTIN MUSICIANS

3036 S 1ST STREET
AUSTIN,TX78704 		  PC TO SUPPORT ACCESS TO HEALTHCARE FOR AUSTIN MUSICIANS 10,000

HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH - HANDY INC

1717 NORTH ANDREWS AVE
FORT LAUDERDALE,FL33311 		  PC TO SUPPORT TRANSPORTATION COSTS FOR YOUTH ATTENDING PROGRAMS 50,000

HELPING HAND HOME FOR CHILDREN

3804 AVENUE B
AUSTIN,TX78751 		  PC TO SUPPORT RESIDENTIAL TREATMENT FOR CHILDREN WITH TRAUMA AND HOLIDAY NEEDS FOR CLIENTS 65,000

HILLEL FOUNDATION

2105 SAN ANTONIO STREET
AUSTIN,TX78731 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 25,000

HONOR FLIGHT

5600 BURNET ROAD
AUSTIN,TX78756 		  PC TO SUPPORT GENERAL OPERATIONS 2,500

HOSPICE AUSTIN

4107 SPICEWOOD SPRINGS RD
AUSTIN,TX78759 		  PC TO SUPPORT HOSPICE ACCESS FOR ALL PROGRAM (HAAP), BEAUTY OF LIFE, AND CAMP BRAVEHEART 49,805

HUEBNER ELEMENTARY PTA

16311 HUEBNER ROAD
SAN ANTONIO,TX78248 		  PC EMPLOYEE MATCHING GRANT 250

IMAGINATION THEATER

1020 W BRYN MAWR AVE
CHICAGO,IL60640 		  PC TO SUPPORT AN IN-SCHOOL CHILD SEXUAL ABUSE PREVENTION PROGRAM 10,000

INFANT WELFARE SOCIETY OF CHICAGO (IWS FAMILY HEALTH)

3600 W FULLERTON
CHICAGO,IL60647 		  PC TO SUPPORT CHILD DEVELOPMENT AND SUPPORT SERVICES FOR LOW-INCOME FAMILIES 12,500

INNER-CITY COMPUTER STARS FOUNDATION

750 N ORLEANS ST SUITE 500
CHICAGO,IL60654 		  PC TO SUPPORT A PROGRAM THAT PREPARES LOW-INCOME, INNER-CITY YOUNG ADULTS FOR CAREERS IN TECHNOLOGY. 11,000

JEWISH COMMUNITY ASSOCIATION OF AUSTINJEWISH FAMILY SERVICE

7300 HART LN
AUSTIN,TX78731 		  PC TO SUPPORT CASE MANAGEMENT AND SERVICES FOR OLDER ADULTS 12,500

JOLIET AREA COMMUNITY HOSPICE CORPORATION

250 WATER STONE CIRCLE
JOLIET,IL604318313 		  PC TO SUPPORT HOSPICE AND PALLIATIVE CARE FOR MEDICALLY-FRAGILE CHILDREN 12,500

JUNIOR LEAGUE OF AUSTIN

5330 BLUFFSTONE LANE
AUSTIN,TX78759 		  PC TO SUPPORT FOOD IN TUMMIES: WEEKEND FOOD FOR KIDS IN NEED 3,500

JUVENILE PROTECTIVE ASSOCIATION

1707 NORTH HALSTED ST
CHICAGO,IL60614 		  PC TO SUPPORT MENTAL HEALTH COUNSELING FOR LOW-INCOME YOUTH 12,500

KIDS WITH POSSABILITIES

4111 KRONOS PL
CHARLOTTE,NC28210 		  PC EMPLOYEE MATCHING GRANT 155

KLRU

2504-B WHITIS
AUSTIN,TX78712 		  PC EMPLOYEE MATCHING GRANT 93

MEALS ON WHEELS AND MORE INC (DBA MEALS ON WHEELS CENTRAL TEXAS)

3227 EAST 5TH STREET
AUSTIN,TX78702 		  PC TO SUPPORT HOLIDAY NEEDS FOR CLIENTS 5,000

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

PO BOX 5014
HAGERSTOWN,MD21741 		  PC TO SUPPORT GENERAL OPERATIONS 2,500

MIRACLE FOUNDATION

1506 WEST 6TH STREET
AUSTIN,TX78703 		  PC TO SUPPORT PREVENTING CHILDREN FROM ENTERING FOSTER CARE 25,000

MOBILE LOAVES & FISHES INC

9301 HOG EYE ROAD
AUSTIN,TX78724 		  PC TO SUPPORT CONSTRUCTION HARD COSTS FOR PHASE 3 AND HOLIDAY NEEDS FOR CLIENT 177,500

NAMI OF DUPAGE COUNTY ILLINOIS

115 N COUNTY FARM RD
WHEATON,IL60187 		  PC TO SUPPORT AN INTERVENTION PROGRAM FORCHILDREN AT RISK OF SERIOUS MENTAL ILLNESS IN MIDDLE AND HIGH SCHOOLS 7,500

NEW MOMS INC

5317 W CHICAGO AVENUE
CHICAGO,IL606512815 		  PC TO SUPPORT PARENTING SKILLS DEVELOPMENT AND HOUSING FOR HOMELESS AND AT-RISK ADOLESCENT MOTHERS AND THEIR CHILDREN 20,000

O'HANA HERITAGE FOUNDATIONA ROSIE PLACE FOR CHILDREN

53131 QUINCE ROAD
SOUTH BEND,IN46628 		  PC EMPLOYEE MATCHING GRANT 206

OUT YOUTH INC

909 E 49TH 1/2 ST
AUSTIN,TX78751 		  PC TO SUPPORT MENTAL HEALTH CARE FOR LOW-INCOME LGBTQIA+ YOUTH 5,000

PACE CENTER FOR GIRLS BROWARD

2225 N ANDREWS AVENUE
WILTON MANORS,FL33311 		  PC TO PROVIDE BEHAVIORAL AND MENTAL HEALTH COUNSELING SERVICES FOR TEENAGE GIRLS 50,000

PAWS CHICAGO

1933 N MARCEY ST
CHICAGO,IL60614 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 1,000

RONALD MCDONALD HOUSE CHARITIES - CHICAGOLAND AND NORTHWEST INDIANA CHAPTER

1301 22ND ST SUITE 905
OAK BROOK,IL60523 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 2,500

RONALD MCDONALD HOUSE CHARITIES OF AUSTIN AND CENTRAL TEXAS

1315 BARBARA JORDAN BLVD
AUSTIN,TX78723 		  PC TO SUPPORT KEEPING FAMILIES CLOSE TO THEIR HOSPITALIZED CHILDREN AND HOLIDAY NEEDS FOR CLIENTS 12,500

RONALD MCDONALD HOUSE CHARITIES OF CENTRAL INDIANA INC

435 LIMESTONE ST
INDIANAPOLIS,IN462022819 		  PC EMPLOYEE MATCHING GRANT 630

ROUND ROCK AREA SERVING CENTER INCORPORATED

PO BOX 5006
ROUND ROCK,TX786835006 		  PC TO SUPPORT LEGACY OF COMPASSION CAPITAL CAMPAIGN 34,000

SAFE FAMILIES FOR CHILDREN ALLIANCE

4300 W IRVING PARK RD
CHICAGO,IL60641 		  PC TO SUPPORT A PROGRAM THAT HELPS PREVENT CHILD ABUSE AND NEGLECT IN FAMILIES EXPERIENCING CRISES 25,000

SAMARITAN CENTER FOR COUNSELING AND PASTORAL CARE INC

8956 RESEARCH BLVD BLDG 2
AUSTIN,TX78758 		  PC TO SUPPORT MENTAL HEALTH SERVICES FOR CHILDREN AND WHOLE FAMILIES 15,000

SCHOLARS UNLIMITED

3705 E 40TH AVENUE
DENVER,CO80207 		  PC TO SUPPORT AN OUT-OF-SCHOOL-TIME LITERACY PROGRAM FOR K-5TH GRADE STUDENTS 12,500

SECOND HELPINGS

1121 SOUTHEASTERN AVE
INDIANAPOLIS,IN46202 		  PC EMPLOYEE MATCHING GRANT 100

SENIOR ACCESS

2498 E PALM VALLEY BLVD
ROUND ROCK,TX78665 		  PC TO SUPPORT MEDICAL RIDES FOR SENIOR CLIENTS 5,000

SKILLPOINT ALLIANCE

8868 RESEARCH BLVD STE 505
AUSTIN,TX78758 		  PC TO SUPPORT EXPANDING TRAINING CAPACITY FOR ECONOMIC MOBILITY 80,000

SMITH MAGENIS RESEARCH FOUNDATIONSMS RESEARCH FOUNDATION

PO BOX 661
GEORGETOWN,CT06829 		  PC EMPLOYEE MATCHING GRANT 104

ST LOUISE HOUSE

PO BOX 150637
AUSTIN,TX78715 		  PC TO SUPPORT SUPPORTIVE HOUSING FOR SINGLE MOTHERS AND THEIR CHILDREN AND HOLIDAY NEEDS FOR CLIENTS 27,500

TEENWORKS

PO BOX 441734
INDIANAPOLIS,IN46244 		  PC EMPLOYEE MATCHING GRANT 52

TEXAS ADVOCACY PROJECT INC

3721 EXECUTIVE CENTER DRIVE SUITE
215
AUSTIN,TX78731 		  PC TO SUPPORT COMPREHENSIVE SUPPORTS FOR DOMESTIC VIOLENCE SURVIVORS 5,000

TEXAS BOOK FESTIVAL

1023 SPRINGDALE ROAD BUILDING 14
SUITE B
AUSTIN,TX78721 		  PC TO SUPPORT TEXAS BOOK FESTIVAL CHILDREN'S READ ME A STORY AND NEXT CHAPTER TENTS 2,500

TEXAS CHRISTIAN UNIVERSITY

TCU BOX 297044
FORT WORTH,TX76129 		  PC TO SUPPORT SCHOLARSHIPS FOR FIRST TIME COLLEGE STUDENTS 20,000

THE ARC OF THE CAPITAL AREA

1106 CLAYTON LN 215E
AUSTIN,TX78723 		  PC TO SUPPORT THE ARC OF THE CAPITAL AREAS EMPLOYMENT SERVICES 7,500

THE AUSTIN YOUNG MEN'S BUSINESS LEAGUE SUNSHINE CAMPS

2225 ANDREW ZILKER ROAD
AUSTIN,TX78746 		  PC TO SUPPORT SUMMER CAMP FOR UNDERSERVED CHILDREN IN CENTRAL TEXAS 15,000

THE HAP FOUNDATION INC

18W140 BUTTERFIELD ROAD SUITE 1120
OAKBROOK TERRACE,IL601814843 		  PC TO SUPPORT THE MISSING PIECES PROGRAM 10,000

THE SADIE MCCANN FUND

115 E FALL CREEK PARKWAY SOUTH DR
INDIANAPOLIS,IN46205 		  PC EMPLOYEE MATCHING GRANT 236

THE SETTLEMENT HOME

1600 PAYTON GIN ROAD
AUSTIN,TX78758 		  PC TO SUPPORT TRAUMA-INFORMED RESIDENTIAL CARE AND EDUCATION SERVICES AND HOLIDAY NEEDS FOR CLIENTS 55,000

THE UNIVERSITY OF TEXAS FOUNDATION FOR THE BENEFIT OF LITERACY FIRST

9011 MOUNTAIN RIDGE DR SUITE 150
AUSTIN,TX78759 		  PC TO SUPPORT BILINGUAL EARLY LITERACY INTERVENTION PROGRAM 15,000

THE WARRIOR NATIONAL FOUNDATION

14707 FITZHUGH ROAD STE 200
AUSTIN,TX78737 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 5,000

TRAVIS COUNTY CHILDREN'S ADVOCACY CENTERCENTER FOR CHILD PROTECTION

8509 FM 969 BUILDING 2
AUSTIN,TX78724 		  PC TO SUPPORT FAMILY ADVOCACY PROGRAM 20,000

TRAVIS COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT SURVIVAL CENTERTHE SAFE

PO BOX 19454
AUSTIN,TX78760 		  PC TO SUPPORT THE SUPPORTIVE HOUSING AND COUNSELING SERVICES, GENERAL OPERATING EXPENSES AND HOLIDAY NEEDS FOR CLIENTS 108,315

TUNNELS TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 10,000

URBAN PEAK DENVER

1630 S ACOMA ST
DENVER,CO80223 		  PC TO PROVIDE HOUSING AND SUPPORT SERVICES FOR HOMELESS YOUTH. 21,000

WILLIAMSON COUNTY CRISIS CENTER DBA HOPE ALLIANCE

1011 GATTIS SCHOOL RD STE 110
ROUND ROCK,TX78664 		  PC TO SUPPORT VITAL SERVICES FOR CHILDREN AND FAMILIES OF VIOLENCE 5,000

WOMEN IN DISTRESS OF BROWARD COUNTY INC

PO BOX 50187
LIGHTHOUSE POINT,FL33074 		  PC TO SUPPORT THE CHILDRENS ENRICHMENT CENTER, OFFERING LOW-INCOME PARENTS DEPENDABLE ON-SITE CHILDCARE. 52,500

WONDERS & WORRIES INC

9101 BURNET ROAD SUITE 205
AUSTIN,TX78758 		  PC TO SUPPORT THERAPEUTIC SERVICES FOR CHILDREN AND FAMILIES WITH A PARENT WITH A TERMINAL ILLNESS 5,000

WOUNDED WARRIOR PROJECT INC

4899 BELFORT RD STE 300
JACKSONVILLE,FL322566033 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 10,000

YOUTH AND FAMILY ALLIANCELIFEWORKS

3700 SOUTH FIRST STREET
AUSTIN,TX78704 		  PC TO SUPPORT LIFE WORKS' FROM HOMELESSNESS TO HOUSING AND IMPACTFUL VOICES PROGRAMS, AND HOLIDAY NEEDS FOR CLIENTS 80,000

YOUTH GUIDANCE

1 N LASALLE STREET SUITE 900
CHICAGO,IL60602 		  PC TO SUPPORT YOUTH GUIDANCE'S FLAGSHIP YOUTH GROUP COUNSELING AND CLINICAL MENTORING PROGRAMS 20,000

YOUTH OUTLOOK

1828 OLD NAPERVILLE ROAD
NAPERVILLE,IL60563 		  PC TO PROVIDE SUPPORT AND EDUCATION FOR LGBTQ+ YOUTH 7,500
Total .................................right arrow 3a 2,235,912
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 .... 523000 3,765 14 349,501  
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 .....     18 332,179  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 1,446 18 708,760  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    18 2,538  
bPARTNERSHIP INCOME     18 -1,195,026  
cPARTNERSHIP ND EXP     18 -8,347  
dPARTNERSHIP INCOME - UBI 523000 1,179,225 18    
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,184,436 189,605 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,374,041
(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
TOPFER FAMILY FOUNDATION
 
Employer identification number

74-2961304
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
TOPFER FAMILY FOUNDATION
  		Employer identification number
74-2961304
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
RICHARD TOPFER
3600 N CAPITAL OF TEXAS HWY SUITE 3
 
AUSTIN, TX787463366

$ 50,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
TOPFER FAMILY FOUNDATION
  		Employer identification number

74-2961304
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
TOPFER FAMILY FOUNDATION
  		Employer identification number

74-2961304
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:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,250 2,625   2,625

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

TY 2024 DepreciationSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
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
COMPUTER EQUIPMENT 2015-08-05 3,249 3,249 SL 5.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2007-06-30 48,067 20,849 SL 39.000000000000 1,232 0    
FURNITURE 2007-06-30 20,138 20,138 SL 7.000000000000 0 0    
COMPUTER EQUIPMENT 2004-06-30 1,210 1,210 SL 5.000000000000 0 0    
COMPUTER EQUIPMENT 2008-06-30 3,725 3,725 SL 5.000000000000 0 0    
COMPUTER EQUIPMENT 2010-04-15 6,968 6,968 SL 5.000000000000 0 0    
COMPUTER SOFTWARE 2004-06-30 8,068 8,068 SL 3.000000000000 0 0    
OFFICE RENOVATION 2023-07-01 17,234 246 SL 7.000000000000 492 0    

TY 2024 InvestmentsCorpStockSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES TR RUS 1000 GRW ETF (IWF) 245,150 1,064,187
SPDR S&P500 ETF TRUST TRUST UNIT 282,784 1,108,863
INVESCO QQQ TR UNIT SER 1 1,367,516 1,991,821
ISHARES TR RUS 1000 GRW ETF 1,381,604 2,663,965
SPDR S&P500 ETF TRUST TRUST UNIT 216,110 613,413
SPDR S&P500 ETF TRUST TRUST UNIT 175,874 416,359

TY 2024 InvestmentsOtherSchedule2
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
2022 OHT INVESTMENTS-A, LP AT COST 430,828 430,828
2323 SOUTH LAMAR LANDCO LLC AT COST 250,000 250,000
AJ CAPITAL REAL ESTATE FUND II, LP AT COST 1,368,840 388,834
ALTAIR - DSO, LLC AT COST 35,781 3,633
ALTAIR - FCO II, LLC AT COST 29,335 6,630
ALTAIR - FCO III, LLC AT COST 89,513 8,750
ALTAIR COMMERCIAL REAL ESTATE LENDING FUND II (PRIME), LLC AT COST 108,483 43,019
ALTAIR DIRECT LENDING FUND, LLC AT COST 231,636 146,209
ALTAIR SPECIAL OPPORTUNITIES FUND II, LLC AT COST 9,621 8,904
ALTAIR SPECIAL OPPORTUNITIES FUND III (C5), LLC AT COST 781,102 142,732
ALTAIR SPECIAL SITUATIONS FUND II-A LLC AT COST 909,154 110,329
ASCENT AT AUTUMN GLEN INVESTORS DB, LLC AT COST 77,989 77,989
BLUE OWL GP STAKES V OFFSHORE INVESTORS LP AT COST 1,091,690 1,091,690
BRIDGE SENIORS HOUSING CO-INVESTMENT FUND II FEEDER, LP AT COST 611,910 384,433
FORTRESS CREDIT OPPORTUNITIES FUND IV (B) LP AT COST 305,846 597,956
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP AT COST 895,157 394,913
FORTRESS REAL ESTATE OPPORTUNITIES FUND II (B) LP AT COST 208,589 423,173
FORTRESS REAL ESTATE OPPORTUNITIES FUND III (B) LP AT COST 1,043,911 219,416
HARBERT SENIORS HOUSING FUND II, LP AT COST 409,449 409,449
HENDERSON PARK REAL ESTATE FUND I TE LP AT COST 1,227,312 759,383
IEQ CAPITAL ACCESS FUND - BRIDGE MULTIFAMILY FUND IV (TE), L.P. AT COST 1,352,142 2,590,700
IEQ CAPITAL ACCESS FUND - FORTRESS LENDING FUND (TE) L.P. AT COST 315,354 326,520
IEQ CAPITAL ACCESS FUND - FP CREDIT PARTNERS (TE), L.P. AT COST 276,754 411,293
LANDMARK CONSERVANCY APARTMENTS, LP AT COST 46,449 46,449
LIVE OAK MCKALLA PARTNERS, LP AT COST 254,070 254,070
OH BRENTWOOD LP AT COST 608,104 608,104
OH BULVERDE LP AT COST 137,678 137,678
OH FOREMOST LP AT COST 346,173 346,173
OH MAPLEWOOD, LP AT COST 116,850 116,850
OHT GRAND RESERVE LP AT COST 250,190 250,190
OHT MERCHANT II, LP AT COST 493,872 493,872
OHT TIMBERGROVE INVESTMENTS II, LLC AT COST 150,778 150,778
OHT TIMBERGROVE INVESTMENTS, LLC AT COST 229,213 229,213
OVATION ALTERNATIVE INCOME FUND LP AT COST 129,610 129,610
RPM MULTI-FAMILY FUND I, LLC AT COST 384,940 384,940
STONEHILL STRATEGIC HOTEL CREDIT OPPORTUNITY QP FUND II, LP AT COST 171,461 171,461
614 S 1ST STREET INVESTOR LLC AT COST 104,788 104,788
BRIDGE MF & COMM OFFICE FUND III INT'L A LP AT COST 211,952 22,736
BRIDGE SENIOR HOUSING & MEDICAL PROPERTIES FUND INT'L LP AT COST 678,830 797,669
IEQ CAPITAL ACCESS FUND-BRP SECONDARY IV AT COST 599,427 599,427
GOLUB CAPITAL PARTNERS INT'L 10 AT COST 756,411 893,147
GOLUB CAPITAL PARTNERS INT'L 11 AT COST 379,260 446,572
IEQ CAPITAL ACCESS FUND-PA SECONDARY VI AT COST 728,537 728,537
POMONA CAPITAL PARTNERS AT COST 836,570 836,570
SPC OPPORTUNITIES PARALLEL FEEDER FUND LP AT COST 547,481 814,251
ALTAIR EUROPEAN REAL ESTATE OPPORTUNITY FUND AT COST 133,765 32,688
AESSF III PRIVATE INVESTORS AT COST 494,902 494,902
HPS MEZZANINE AT COST 34,351 34,351
DISTRIBUTION RECEIVABLE AT COST 1,159,642 1,159,642
NET LEASE PRIVATE REIT XII AT COST 451,680 451,680

TY 2024 LandEtcSchedule2
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 3,249 3,249 0 0
LEASEHOLD IMPROVEMENTS 48,067 22,081 25,986 25,986
FURNITURE 20,138 20,138 0 0
COMPUTER EQUIPMENT 1,210 1,210 0 0
COMPUTER EQUIPMENT 3,725 3,725 0 0
COMPUTER EQUIPMENT 6,968 6,968 0 0
COMPUTER SOFTWARE 8,068 8,068 0 0
OFFICE RENOVATION 17,234 14,525 2,709 2,709


TY 2024 OtherDecreasesSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Description Amount
CHANGE IN VALUE OF INVESTMENTS 106,737


TY 2024 OtherExpensesSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TELEPHONE 720 0   720
OFFICE SUPPLIES 778 0   778
COMPUTER SERVICES 14,132 0   14,132
EQUIPMENT RENTAL 2,126 0   2,126
INSURANCE 7,237 0   7,237
SUBSCRIPTIONS 397 0   397
MISCELLANEOUS 848 0   848
PARTNERSHIP EXPENSES 253,259 253,259   0


TY 2024 OtherIncomeSchedule2
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PFIC INCOME 332,179 1,120,910 332,179
OTHER INCOME 2,538   2,538
PARTNERSHIP INCOME -1,195,026 -1,195,026 -1,195,026
PARTNERSHIP ND EXP -8,347   -8,347
PARTNERSHIP INCOME - UBI 1,179,225   1,179,225


TY 2024 OtherProfessionalFeesSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE FEES 148,196 148,196   0


TY 2024 TaxesSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 130,000 0   0
PAYROLL TAXES 13,820 0   13,820