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 07-01-2024 , and ending 06-30-2025
Name of foundation
THE DUFFIELD FAMILY FOUNDATION
DBA MADDIE'S FUND
Number and street (or P.O. box number if mail is not delivered to street address)6150 STONERIDGE MALL RD 125
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PLEASANTON, CA94588
A Employer identification number

94-3362163
B Telephone number (see instructions)

(925) 310-5450
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$277,555,479
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 332
2 Check right arrow.............
3 Interest on savings and temporary cash investments 20,654 20,654  
4 Dividends and interest from securities... 7,985,612 7,985,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,105,308
b Gross sales price for all assets on line 6a 101,525,421
7 Capital gain net income (from Part IV, line 2)... 9,105,308
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)....... 119,867 83,528  
12 Total. Add lines 1 through 11........ 17,231,773 17,195,102  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 883,861 18,280   863,852
14 Other employee salaries and wages...... 2,307,512 0   2,255,795
15 Pension plans, employee benefits....... 858,981 0   855,280
16a Legal fees (attach schedule)......... 29,141 68   29,219
b Accounting fees (attach schedule)....... 195,293 41,524   154,006
c Other professional fees (attach schedule).... 1,099,897 724,270   360,770
17 Interest............... 56,033 56,033   0
18 Taxes (attach schedule) (see instructions)... 428,874 6,884   0
19 Depreciation (attach schedule) and depletion... 16,330 0  
20 Occupancy.............. 40,903 0   42,109
21 Travel, conferences, and meetings....... 156,894 0   136,003
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,214,377 562,656   591,293
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,288,096 1,409,715   5,288,327
25 Contributions, gifts, grants paid....... 11,000,947 14,006,035
26 Total expenses and disbursements. Add lines 24 and 25 18,289,043 1,409,715   19,294,362
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,057,270
b Net investment income (if negative, enter -0-) 15,785,387
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............. 445,794 596,087 596,087
2 Savings and temporary cash investments......... 24,321 84,408 84,408
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow1,302,610
Less: allowance for doubtful accounts right arrow   1,498,593 1,302,610 1,302,610
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.......... 247,784 220,468 220,468
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 199,617,643 Click to see attachment
List of Attached Documents:
// Content
200,241,004
200,241,004
c Investments—corporate bonds (attach schedule)....... 10,632,740 Click to see attachment
List of Attached Documents:
// Content
11,250,339
11,250,339
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).......... 52,569,937 Click to see attachment
List of Attached Documents:
// Content
56,511,772
56,511,772
14 Land, buildings, and equipment: basis right arrow781,712
Less: accumulated depreciation (attach schedule) right arrow655,568 13,226 Click to see attachment
List of Attached Documents:
// Content
126,144
126,144
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,691,316
Click to see attachment
List of Attached Documents:
// Content
7,222,647
Click to see attachment
List of Attached Documents:
// Content
7,222,647
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 266,741,354 277,555,479 277,555,479
Liabilities 17 Accounts payable and accrued expenses.......... 334,304 425,828
18 Grants payable................. 23,538,900 21,194,601
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) Click to see attachment
List of Attached Documents:
// Content
543,374
Click to see attachment
List of Attached Documents:
// Content
745,610
23 Total liabilities (add lines 17 through 22)......... 24,416,578 22,366,039
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........... 240,826,183 253,886,830
25 Net assets with donor restrictions............ 1,498,593 1,302,610
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 242,324,776 255,189,440
30 Total liabilities and net assets/fund balances (see instructions). 266,741,354 277,555,479
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
242,324,776
2
Enter amount from Part I, line 27a .....................
2
-1,057,270
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,778,706
4
Add lines 1, 2, and 3 ..........................
4
256,046,212
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
856,772
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
255,189,440
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 ALTERNATIVE ASSETS K-1'S P 2024-07-01 2025-06-30
b NT ALTERNATIVE ASSETS P 2024-07-01 2025-06-30
c SCHWAB BRECKINRIDGE P 2024-07-01 2025-06-30
d SCHWAB LONG TERM P 2024-07-01 2025-06-30
e SCHWAB FMI P 2024-07-01 2025-06-30
SCHWAB 2136 P 2024-07-01 2025-06-30
(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 408,292     408,292
b 7,118     7,118
c 2,570,749   2,614,834 -44,085
d 40,518,528   36,620,793 3,897,735
e 3,169,144   2,753,732 415,412
54,851,590   50,430,754 4,420,836
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       408,292
b       7,118
c       -44,085
d       3,897,735
e       415,412
      4,420,836
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 9,105,308
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) 1 219,417
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........................... 3 219,417
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- ..... 5 219,417
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 326,008
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.............. 7 326,008
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 10 106,591
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow106,591 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 arrowAZ, CA, CO, FL, GA, IL, IN, MA, MD, MN, MT, NM, NV, NY, NC, OR, SC, UT, VA, WI
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.MADDIESFUND.ORG
14
The books are in care ofright arrowVALERIE STOLTENBERG Telephone no.right arrow (925) 621-8008

Located atright arrow6150 STONERIDGE MALL RD 125PLEASANTONCA ZIP+4right arrow94588
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)
Yes
 
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
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
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
AMY D ZEIFANG CHAIRMAN
30.00
206,920 67,293 0
6150 STONERIDGE MALL RD SUITE 125
PLEASANTON,CA94588
LAURIE PEEK SECRETARY
20.00
138,226 9,606 0
6150 STONERIDGE MALL RD SUITE 125
PLEASANTON,CA94588
MICHAEL DUFFIELD BOARD MEMBER
1.00
0 0 0
6150 STONERIDGE MALL RD SUITE 125
PLEASANTON,CA94588
MARY IPPOLITI-SMITH EXECUTIVE LEADER
40.00
326,566 44,027 0
6150 STONERIDGE MALL RD SUITE 125
PLEASANTON,CA94588
VALERIE STOLTENBERG VP FINANCE
30.00
189,040 14,618 0
6150 STONERIDGE MALL RD SUITE 125
PLEASANTON,CA94588
STEVE HILL TREASURER
2.00
21,440 0 0
6150 STONERIDGE MALL RD SUITE 125
PLEASANTON,CA94588
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
SHEILA SEGURSON DIRECTOR OF SHELTER
40.00
232,987 37,719 0
6150 STONERIDGE MALL RD 125
PLEASANTON,CA94588
LISA WARD DIRECTOR OF EDUCATIO
40.00
210,224 51,691 0
6150 STONERIDGE MALL RD 125
PLEASANTON,CA94588
SHARON FLETCHER DIRECTOR OF MKTG & C
40.00
169,328 59,316 0
6150 STONERIDGE MALL RD 125
PLEASANTON,CA94588
ROSEMARIE HARNESS DIRECTOR ACCESS TO C
40.00
176,000 27,561 0
6150 STONERIDGE MALL RD 125
PLEASANTON,CA94588
MICHELLE THOMPSON DIRECTOR OF OPERATIO
40.00
169,329 25,749 0
6150 STONERIDGE MALL RD 125
PLEASANTON,CA94588
Total number of other employees paid over $50,000...................right arrow 23
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
SPUTNIK MOMENT LLC FOUNDATION CONNECT MIGRATION 129,250
511 W WILLETTA STREET SUITE 1
PHOENIX,AZ85003
ARMANINO LLP AUDIT, TAX, AND FINANCE SERVICES 111,302
2700 CAMINO RAMON SUITE 350
SAN RAMON,CA94583
SPARKS EXHIBITS & ENVIRONMENTS CORP CONFERENCE PRODUCTION, BOOTH MATERIAL STORAGE 92,636
2828 CHARTER ROAD
PHILADELPHIA,PA191542111
OLIVE DEVELOPMENT LLC WEBSITE MAINTENANCE SERVICES 60,000
1 MIDDLE STREET SUITE 220
PORTSMOUTH,NH03801
WORTH HIGGINS & ASSOCIATES INC PRINTERS - MADDIE'S TAIL WAG COLORING BOOK 55,498
8770 PARK CENTRAL DRIVE
RICHMOND,VA23227
Total number of others receiving over $50,000 for professional services.............right arrow1
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 NATIONAL PARTNERSHIPS - WE FUNDED A NUMBER OF STRATEGIC NATIONAL PARTNERSHIPS AGAIN THIS YEAR, INCLUDING HUMAN ANIMAL SUPPORT SERVICES AND MADDIE'S MILLION PET CHALLENGE PROJECTS. WE APPROVED 17 NEW PARTNERSHIP GRANTS THIS YEAR. 5,634,169
2 EDUCATION GRANTS - WE CONTINUED TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR WORKERS AND VOLUNTEERS IN OUR INDUSTRY THROUGH OPPORTUNITIES LIKE CONFERENCE SCHOLARSHIPS, SHELTER MEDICINE TRAINING, MADDIE'S UNIVERSITY COURSE DEVELOPMENT, AND IN-PERSON, ONLINE AND HYBRID TRAININGS. WE APPROVED 25 EDUCATION GRANTS THIS YEAR. 2,211,358
3 RESEARCH GRANTS - WE FUNDED SEVERAL RESEARCH PROJECTS FOCUSING ON ACCESS TO VETERINARY CARE, INCLUDING THE ALIGNCARE PROJECT. WE APPROVED 5 NEW RESEARCH GRANTS THIS YEAR. 1,032,793
4 HURRICANE RELIEF GRANTS - WE FUNDED HURRICANE RELIEF GRANTS TO 12 ORGANIZATIONS WHO WERE AFFECTED BY HURRICANE HELENE OR HURRICANE MILTON IN LATE 2024. 485,000
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
255,194,102
b
Average of monthly cash balances.......................
1b
9,255,383
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
264,449,485
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
264,449,485
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,966,742
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
260,482,743
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,024,137
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
13,024,137
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
219,417
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
219,417
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,804,720
4
Recoveries of amounts treated as qualifying distributions................
4
229,388
5
Add lines 3 and 4............................
5
13,034,108
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
13,034,108
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
19,294,362
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
129,250
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
19,423,612
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 13,034,108
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...... 1,528,371
b From 2020......  
c From 2021...... 997,483
d From 2022...... 2,287,401
e From 2023...... 4,040,122
f Total of lines 3a through e ........ 8,853,377
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 19,423,612
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..... 13,034,108
e Remaining amount distributed out of corpus 6,389,504
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 15,242,881
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) ...
1,528,371
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
13,714,510
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 997,483
c Excess from 2022.... 2,287,401
d Excess from 2023.... 4,040,122
e Excess from 2024.... 6,389,504
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:
AMY ZEIFANG
6150 STONERIDGE MALL RD SUITE 125
PLEASANTON,CA94588
(925) 310-5450
GRANTS@MADDIESFUND.ORG
bThe form in which applications should be submitted and information and materials they should include:
PLEASE SEE OUR WEBSITE AT WWW.MADDIESFUND.ORG TO REVIEW OUR GUIDELINES.
cAny submission deadlines:
PLEASE SEE OUR WEBSITE FOR ADDITIONAL INFORMATION.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS TO ANIMAL ORGANIZATIONS AND GROUPS ONLY
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

ADVOCATES FOR ABUSED AND ABANDONED PETS A3P

7716 TA RIVER DRIVE
SPOTSYLVANIA,VA22551
N/A PC OPEN ARMS CHALLENGE 2024 2,000

AGGIELAND HUMANE SOCIETY

5359 LEONARD ROAD
BRYAN,TX77807
N/A PC OPEN ARMS CHALLENGE 2024 2,000

ALAQUA ANIMAL REFUGE INC

155 DUGAS WAY
FREEPORT,FL324393357
N/A PC 2024 HURRICANE RELIEF GRANT 15,000

ALBERT'S DOG LOUNGE RESCUE

N7285 WOODFIELD LANE
WHITEWATER,WI53190
N/A PC OPEN ARMS CHALLENGE 2024 2,000

ALIGNCARE HEALTH INC

7429 LAWFORD ROAD
KNOXVILLE,TN37919
N/A PC COMMUNITY CONVERSATIONS - OCTOBER 2024 - MONTHLY WINNER 330,000

ALL KIND ANIMAL INITIATIVE

925 S 25TH ST
ABILENE,TX79602
N/A PC COMMUNITY CONVERSATIONS - JULY 2024 - MONTHLY WINNER 2,500

ALLIANCE FOR CONTRACEPTION IN CATS & DOGS

1145 NW OLD CORNELIUS PASS ROAD
PORTLAND,OR97213
N/A PC 2025 - 2027 OPERATIONS 25,000

AMERICAN COLLEGE OF VETERINARY BEHAVIORISTS

14 IMPERIAL PLACE 201
PROVIDENCE,RI02903
N/A PC 2025 ACVB SYMPOSIUM SPONSORSHIP 1,000

AMERICAN MALTESE ASSOCIATION RESCUE

30901 PUDDING CREEK ROAD
FORT BRAGG,CA95437
N/A PC COMMUNITY CONVERSATIONS - SEPTEMBER 2024 - MONTHLY WINNER 2,500

ANIMAL GRANTMAKERS

200 E STATE ST SUITE 307
MEDIA,PA19063
N/A PC 2024 CONFERENCE AND OPERATIONS 15,000

ANIMAL HOUSE CAT RESCUE AND ADOPTION CENTER

2151 59TH STREET
SAINT LOUIS,MO63110
N/A PC OPEN ARMS CHALLENGE 2024 2,000

ASHEVILLE HUMANE SOCIETY

14 FOREVER FRIEND LANE
ASHEVILLE,NC28806
N/A PC 2024 HURRICANE RELIEF GRANT 50,000

ASSOCIATION OF PROFESSIONAL HUMANE EDUCATORS

1320 HARBOR BAY PARKWAY STE 200
ALAMEDA,CA94502
N/A PC 2025 ANNUAL CONFERENCE SCHOLARSHIPS 7,000

ASSOCIATION OF SHELTER VETERINARIANS

3225 ALPHAWOOD DRIVE
APEX,NC27539
N/A PC DENTAL CARE PLANNING GRANT 80,000

ATLANTA DOG MOM FULL HEARTS

8735 DUNWOODY PLACE STE R
ATLANTA,GA303502995
N/A PC 30TH ANNIVERSARY HERO AWARDS 30,000

AUSTIN HUMANE SOCIETY

124 W ANDERSON LANE
AUSTIN,TX78752
N/A PC OPEN ARMS CHALLENGE 2024 2,000

AUSTIN PETS ALIVE

1156 W CESAR CHAVEZ ST
AUSTIN,TX78703
N/A PC COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25 572,500

AWESIINYAG ARE LOVED

23696 HWY 1
RED LAKE,MN56671
N/A PC COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25 20,000

BARTHOLOMEW COUNTY HUMANE SOCIETY

PO BOX 1088
COLUMBUS,IN47202
N/A PC OPEN ARMS CHALLENGE 2024 2,000

BEAUTIFUL HEARTS RESCUE

23396 THOMPSON RD
SHELL LAKE,WI54871
N/A PC OPEN ARMS CHALLENGE 2024 5,000

BERKELEY HUMANE

2700 NINTH STREET
BERKELEY,CA94710
N/A PC 2024 BARK AND MEOW AROUND THE BLOCK ADOPT-A-THON AND STREET FAIR 30,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD
KANAB,UT84741
N/A PC 2022 - 2025 SHELTER EMBED PROGRAM 750,000

BINX'S HOME FOR BLACK CATS CO

841 HAYWOOD RD
ASHEVILLE,NC28806
N/A PC 2024 HURRICANE RELIEF GRANT 15,000

BLACK PET BUSINESS NETWORK

1171 ARBOUR POINT WAY APT 809
OCOEE,FL34761
N/A PC MADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - PET GROOMING 10,000

BRAVEHEART BULLIEZ RESCUE

PO BOX 768400
ROSWELL,GA30076
N/A PC OPEN ARMS CHALLENGE 2024 2,000

BROTHER WOLF ANIMAL RESCUE

PO BOX 8195
ASHEVILLE,NC28814
N/A PC 2024 HURRICANE RELIEF GRANT 250,000

BUSTER'S PAW PRINTS

12935 WILDER ROAD
RED BLUFF,CA96080
N/A PC OPEN ARMS CHALLENGE 2024 5,000

CALIFORNIA ANIMAL WELFARE ASSOCIATION

PO BOX 249
PENN VALLEY,CA95946
N/A PC 2025 CEO FORUM SPONSORSHIP 15,000

CARING FOR CANINES

4103 EAST FANFOL DRIVE
PHOENIX,AZ85028
N/A PC NATIONAL FOSTER SURVEY 2024 500

CAT BY CAT INC

2600 DODGE RD
EAST AMHERST,NY14051
N/A PC OPEN ARMS CHALLENGE 2024 2,000

CAT GUARDIANS TNR & RESCUE

819 CACTUS CT
SALINAS,CA939054606
N/A PC MPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 3 1,000

CAT TALES RESCUE NC

119 BRASWELL RD
CHAPEL HILL,NC27516
N/A PC OPEN ARMS CHALLENGE 2024 2,000

CENTRAL DAKOTA HUMANE SOCIETY

2104 37TH ST
MANDAN,ND58554
N/A PC OPEN ARMS CHALLENGE 2024 2,000

CENTRAL FLORIDA COMMUNITY PET CLINIC

85-A S CHARLES RICHARD BEALL BLVD
DEBARY,FL32713
N/A PC MPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 1 1,000

CHATTAHOOCHEE HUMANE SOCIETY

3265 FAIRFAX BYPASS
VALLEY,AL31833
N/A PC COMMUNITY CONVERSATIONS - SEPTEMBER 2024 - MONTHLY WINNER 2,500

CITY OF LIVE OAK

101 WHITE AVENUE SOUTHEAST
LIVE OAK,FL32064
N/A GOV 2024 HURRICANE RELIEF GRANT 10,000

CITY OF LOVINGTON ANIMAL CONTROL

3633 S MAIN ST
LOVINGTON,NM88260
N/A GOV OPEN ARMS CHALLENGE 2024 2,000

CITY OF SAGINAW ANIMAL SERVICES

205 BRENDA LANE
SAGINAW,TX76179
N/A GOV OPEN ARMS CHALLENGE 2024 2,000

CITY OF SANTA ROSA ANIMAL CONTROL

244 S 4TH STREET
SANTA ROSA,NM88435
N/A GOV OPEN ARMS CHALLENGE 2024 2,000

CLOWDER 9 RANCH INC

PO BOX 255
BUHL,ID83316
N/A PC MPF MONTHLY GRANT GIVEAWAY - APRIL 2025 3,000

COMMUNITY ANIMAL MEDICINE PROJECT

957 N GAFFEY STREET
SAN PEDRO,CA90731
N/A PC OPEN ARMS CHALLENGE 2024 2,000

COMPANIONS AND ANIMALS FOR REFORM AND EQUITY

420 DUNKIRK RD
BALTIMORE,MD21212
N/A PC 2023 VISION: HUMAN AND ANIMAL WELL-BEING 1,466,000

CORNELL UNIVERSITY

130 E SENECA STREET SUITE 400
ITHACA,NY14850
N/A PC MADDIE'S SHELTER MEDICINE PROGRAM, YEARS 20 - 24 CONTINUATION GRANT 935,000

DARLINGTON COUNTY HUMANE SOCIETY

1705 ADOPTION WAY
DARLINGTON,SC29532
N/A PC OPEN ARMS CHALLENGE 2024 2,000

DEAR OLD GEEZERS

23010 ROSEBUD RD
BURLINGTON,TX76519
N/A PC COMMUNITY CONVERSATIONS - MARCH 2025 - MONTHLY WINNER 2,500

DIRTY LITTLE PAWS

3808-36 VISTA CAMPANA SOUTH
OCEANSIDE,CA92057
N/A PC COMMUNITY CONVERSATIONS - DECEMBER 2024 - MONTHLY WINNER 2,500

EAST BAY SPCA

8323 BALDWIN STREET
OAKLAND,CA94621
N/A PC OPEN ARMS CHALLENGE 2024 2,000

ERIE COUNTY SPCA

300 HARLEM ROAD
WEST SENECA,NY14224
N/A PC OPEN ARMS CHALLENGE 2024 1,000

EVERY DOG BEHAVIOR TRAINING

E HWY 290 EAST HIGHWAY 290 BLDG 2
SUITE D
AUSTIN,TX78723
N/A PC 30TH ANNIVERSARY HERO AWARDS 30,000

FANCY CATS AND DOGS RESCUE TEAM

PO BOX 182
HERNDON,VA20172
N/A PC NATIONAL FOSTER SURVEY 2024 500

FAUNALYTICS

PO BOX 152703
SAN DIEGO,CA92195
N/A PC FAUNA CONNECTIONS RESEARCH SYMPOSIUM 2024 SPONSORSHIP 3,000

FEBRUARY STAR SANCTUARY

3910 AUSHERMAN RD
KNOXVILLE,MD21758
N/A PC OPEN ARMS CHALLENGE 2024 2,000

FERAL FREEDOM NORTHERN CALIFORNIA

110 W SAN MARTIN AVE
SAN MARTIN,CA95046
N/A PC OPEN ARMS CHALLENGE 2024 2,000

FERNDALE CAT SHELTER

686 LIVERNOIS
FERNDALE,MI48220
N/A PC OPEN ARMS CHALLENGE 2024 2,000

FRANKIE & ANDY'S

653 GAINESVILLE HIGHWAY
WINDER,GA30680
N/A PC OPEN ARMS CHALLENGE 2024 2,000

FRANKIE'S FRIENDS CAT RESCUE

730 5TH AVE
NEW KENSINGTON,PA15068
N/A PC NATIONAL FOSTER SURVEY 2024 500

FREE DOG TRAINERS

7825 MONTERO DRIVE
ROHNERT PARK,CA94928
N/A PC 30TH ANNIVERSARY HERO AWARDS 30,000

FRIENDS OF JACKSON COUNTY ANIMAL SHELTER

PO BOX 31
GAINSBORO,TN38562
N/A PC NATIONAL FOSTER SURVEY 2024 500

FRIENDS OF OAKLAND ANIMAL SERVICES

1101 29TH AVE
OAKLAND,CA94578
N/A PC COMMUNITY CLINICS 203,610

FUREVERILOVEATLANTA INC

28 GROVE PARK PL NW
ATLANTA,GA30318
N/A PC 2024 HURRICANE RELIEF GRANT 10,000

FURRY FRIENDS ADOPTION CLINIC & RANCH

100 CAPITAL STREET
JUPITER,FL33458
N/A PC 2024 HURRICANE RELIEF GRANT 25,000

GEORGIA HEARTLAND HUMANE SOCIETY

232 PRESERVE DR
NEWNAN,GA30263
N/A PC COMMUNITY CONVERSATIONS - AUGUST 2024 - MONTHLY WINNER 2,500

GLOBAL ADVOCATES AND ALLIES

809 NORTHWEST 119TH STREET
NORTH MIAMI,FL33168
N/A PC 2024 HURRICANE RELIEF GRANT 10,000

GOOD SHEPHERD HUMANE SOCIETY

6486 HWY 62 W
EUREKA SPRINGS,AR72632
N/A PC 30TH ANNIVERSARY HERO AWARDS 45,000

GREENHILL HUMANE SOCIETY

88530 GREEN HILL RD
EUGENE,OR97402
N/A PC MPF MONTHLY GRANT GIVEAWAY - MAY 2025 3,000

GREENVILLE COUNTY ANIMAL CARE

328 FURMAN HALL RD
GREENVILLE,SC29609
N/A GOV 2024 HURRICANE RELIEF GRANT 20,000

HALLS HOPEFUL HOUNDS RESCUE CO

185 RIVER RD
MCDONOUGH,GA30252
N/A PC COMMUNITY CONVERSATIONS - MAY 2025 - MONTHLY WINNER 2,500

HANCOCK COUNTY HUMANE FOUNDATION

241 OHIO RIVER BLVD
NEW CUMBERLAND,WV26047
N/A PC NATIONAL FOSTER SURVEY 2024 500

HANDICAPPED PETS FOUNDATION

379 AMHERST STREET PMB 210
NASHUA,NH03063
N/A PC COMMUNITY CONVERSATIONS - MARCH 2025 - MONTHLY WINNER 2,500

HAPPY LIFE ANIMAL RESCUE

550 ROUTE 22
PAWLING,NY12564
N/A PC OPEN ARMS CHALLENGE 2024 2,000

HART COUNTY ANIMAL SHELTER

2190 S DIXIE HIGHWAY
MUNFORD,KY42765
N/A GOV MPF MONTHLY GRANT GIVEAWAY - JUNE 2024 3,000

HATCHING LLC

633 OCEAN AVE 26
SANTA MONICA,CA90402
N/A NC COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25 10,000

HEARTS ALIVE VILLAGE

1750 SOUTH RAINBOW BLVD 4
LAS VEGAS,NV89146
N/A PC MPF QUARTERLY GIVEAWAY - FY24-25 QUARTER 2 1,000

HEBER VALLEY ANIMAL SERVICES

635 W AIRPORT RD
HEBER CITY,UT84032
N/A GOV MPF MONTHLY GRANT GIVEAWAY - JANUARY 2025 3,000

HOOD RIVER ADOPT A DOG

PO BOX 475
HOOD RIVER,OR97031
N/A PC OPEN ARMS CHALLENGE 2024 2,000

HOUSING EQUITY & ADVOCACY RESOURCE TEAM

3612 11TH AVENUE
LOS ANGELES,CA90018
N/A PC 2024 GENERAL OPERATING SUPPORT 50,000

HUMAN AND PET INITIATIVE

7568 ALTURA PLACE
OAKLAND,CA94605
N/A PC OPEN ARMS CHALLENGE 2024 1,000

HUMANE RESCUE ALLIANCE

71 OGLETHORPE STREET NW
WASHINGTON,DC20011
N/A PC COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25 878,993

HUMANE SOCIETY ELKHART COUNTY

54687 COUNTY ROAD 19
BRISTOL,IN46507
N/A PC OPEN ARMS CHALLENGE 2024 2,000

HUMANE SOCIETY NAPLES

370 AIRPORT-PULLING ROAD NORTH
NAPLES,FL34104
N/A PC OPEN ARMS CHALLENGE 2024 2,000

HUMANE SOCIETY OF SOUTHERN WISCONSIN

4700 S COUNTY ROAD G
JANESVILLE,WI53546
N/A PC OPEN ARMS CHALLENGE 2024 2,000

HUMANE SOCIETY OF THE PALOUSE

2019 EAST WHITE AVE
MOSCOW,ID83843
N/A PC MPF MONTHLY GRANT GIVEAWAY - SEPTEMBER 2024 3,000

HUMANE SOCIETY OF THE TREASURE COAST

4100 SW LEIGHTON FARM AVENUE
PALM CITY,FL34990
N/A PC OPEN ARMS CHALLENGE 2024 2,000

HUMANE WORLD FOR ANIMALS

2100 L STREET NW
WASHINGTON,DC20037
N/A PC 2025 ANIMAL CARE EXPO SPONSORSHIP 90,460

INQUIRING SYSTEMS INC

887 SONOMA AVENUE 23
SANTA ROSA,CA95404
N/A PC MADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - DEEP DIVE MODULES 625,000

INTERNATIONAL ASSOCIATION OF VETERINARY SOCIAL WORK

PO BOX 602
TWINSBURG,OH44087
N/A PC 2024 VIRTUAL CONFERENCE 5,000

JOPLIN HUMANE SOCIETY INC

140 E EMPEROR LANE
JOPLIN,MO64801
N/A PC NATIONAL FOSTER SURVEY 2024 500

JOYBOUND PEOPLE & PETS

2890 MITCHELL DRIVE
WALNUT CREEK,CA94598
N/A PC 2024 BRING YOUR DOG TO WORKDAY 405,000

JVR SHELTER STRATEGIES LLC

1025 ALAMEDA DE LAS PULGAS NO 333
BELMONT,CA94002
N/A NC COMMUNITY ENGAGEMENT CASE STUDY 141,000

KARMA CAT RESCUE

346 PAUL AVENUE
MOUNTAIN VIEW,CA94041
N/A PC OPEN ARMS CHALLENGE 2024 2,000

KAY TURPIN ANIMAL RESCUE FUND INC

505 PARK DRIVE
LEBANON,KY40033
N/A PC COMMUNITY CONVERSATIONS - FEBRUARY 2025 - MONTHLY WINNER 5,000

KENOL'S CATS

749 FAIRBANKS STREET
ELIZABETH,NJ07202
N/A PC OPEN ARMS CHALLENGE 2024 2,000

KENT ANIMAL SHELTER

2259 RIVER RD
CALVERTON,NY11933
N/A PC CAPITAL CAMPAIGN 250,000

KITTY RESCUE CORP

11345 BLACKWOOD DR
NEW PORT RICHEY,FL34654
N/A PC OPEN ARMS CHALLENGE 2024 2,000

LAKE OCONEE HUMANE SOCIETY

1020 PARK AVE STE 101
GREENSBORO,GA30642
N/A PC OPEN ARMS CHALLENGE 2024 2,000

LAKESHORE HUMANE SOCIETY

1551 N 8TH STREET
MANITOWOC,WI54220
N/A PC COMMUNITY CONVERSATIONS - NOVEMBER 2024 - MONTHLY WINNER 2,500

LC'S FOUNDATION

23145 ALMIRA STREET
SOUTHFIELD,MI48033
N/A PC COMMUNITY CONVERSATIONS - MAY 2025 - MONTHLY WINNER 2,500

LIFELINE ORO VALLEY ANIMAL RESCUE

11430 N CHAROLEAU DR
ORO VALLEY,AZ85737
N/A PC OPEN ARMS CHALLENGE 2024 5,000

LIL BUB'S BIG FUND

1021 S WALNUT STREET
BLOOMINGTON,IN47401
N/A PC COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25 10,000

LOVE FOR ANIMALS INC

1940 DUNLAP AVE UNIT 3
EAST POINT,GA30344
N/A PC 30TH ANNIVERSARY HERO AWARDS 32,000

LOVING PAWS INC

14350 VICTORY BLVD
VAN NUYS,CA91401
N/A PC 30TH ANNIVERSARY HERO AWARDS 30,000

LUCKY DOG ANIMAL RESCUE

5159 LANGSTON BLVD
ARLINGTON,VA22207
N/A PC 2025 SCHOLARSHIPS FOR RURAL ORGANIZATIONS 62,000

MATCHDOG RESCUE

235 FLAMINGO DRIVE
MARLTON,NJ08053
N/A PC OPEN ARMS CHALLENGE 2024 2,000

MENDED PAWS SANCTUARY

137 RANDALL RD
BLYTHEVILLE,AR72315
N/A PC MPF MONTHLY GRANT GIVEAWAY - JULY 2024 3,000

MISFIT FELINES

124 S HARRISON STREET
STOUGHTON,WI53589
N/A PC OPEN ARMS CHALLENGE 2024 2,000

MULTICULTURAL VETERINARY MEDICAL ASSOCIATION

7769 OUTBACK AVE NW
SILVERDALE,WA98383
N/A PC OPEN ACCESS FEES 68,108

MUTTVILLE

PO BOX 410207
SAN FRANCISCO,CA94141
N/A PC 2024 BRING YOUR DOG TO WORKDAY 5,000

MY DOG IS MY HOME

60-11 69TH AVENUE
RIDGEWOOD,NY11385
N/A PC 2025 CO-SHELTERING CONFERENCE SCHOLARSHIPS 46,000

NAGI FOUNDATION

18521 EAST QUEEN CREEK RD SUITE
105-468
QUEEN CREEK,AZ85142
N/A PC 30TH ANNIVERSARY HERO AWARDS 30,000

NATIONAL ANIMAL CARE & CONTROL ASSOCIATION

PO BOX 363
LINDSBORG,KS674560363
N/A PC 2024 - 2026 OPERATIONS SUPPORT 260,000

NATIONAL KITTEN COLLEGE

3413 KEMPER ROAD
ARLINGTON,VA22206
N/A PC MADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT (SERIES) - KITTEN COLLEGE 50,000

NATIVES IN VETMED

710 CITY PARK AVE APT A110
FORT COLLINS,CO80521
N/A PC 2025 CONFERENCE AND CLINICAL PRACTICE EXPERIENCE SCHOLARSHIP FUND 75,000

NEBRASKA HUMANE SOCIETY

8929 FORT STREET
OMAHA,NE68134
N/A PC COMMUNITY CONVERSATIONS - JANUARY 2025 - MONTHLY WINNER 5,000

NUZZLES & CO PET RESCUE AND ADOPTION

6466 N HIGHVIEW RD
PEOA,UT84061
N/A PC OPEN ARMS CHALLENGE 2024 2,000

OAHU SPCA

823 OLIVE AVENUE
WAHIAWA,HI96786
N/A PC OPEN ARMS CHALLENGE 2024 2,000

ONE TAIL AT A TIME NFP

2020 N CALIFORNIA STE 7 152
CHICAGO,IL60647
N/A PC MADDIE'S UNIVERSITY COURSE DEVELOPMENT ON LEASH REACTIVITY 10,000

OPEN DOOR VETERINARY COLLECTIVE

23246 LONG JUDSON RD
GRAND RAPIDS,OH43522
N/A PC 2025 - 2027 MADDIE'S MILLION PET CHALLENGE 403,103

OPERATION KINDNESS

3201 EARHART DR
CARROLLTON,TX75006
N/A PC 2025 TEXAS UNITES CONFERENCE SCHOLARSHIPS 50,000

OSHKOSH AREA HUMANE SOCIETY

1925 SHELTER COURT
OSHKOSH,WI54901
N/A PC NATIONAL FOSTER SURVEY 2024 2,500

PARTNERS FOR PETS HUMANE SOCIETY

PO BOX 445
TROY,IL62294
N/A PC OPEN ARMS CHALLENGE 2024 2,000

PASADO'S SAFE HAVEN

10131 WOODS LAKE ROAD
MONROE,WA98177
N/A PC OPEN ARMS CHALLENGE 2024 1,000

PASCO COUNTY BOARD OF COUNTY COMMISSIONERS

19640 DOGPATCH LANE
LAND O LAKES,FL34638
N/A GOV 2024 HURRICANE RELIEF GRANT 50,000

PAWS AND CLAWS CHICAGO RESCUE

829 CHICAGO AVE
EVANSTON,IL60202
N/A PC MPF MONTHLY GRANT GIVEAWAY - AUGUST 2024 3,500

PAWS FOR LIFE NC

PO BOX 338
YOUNGSVILLE,NC27587
N/A PC OPEN ARMS CHALLENGE 2024 1,000

PAWS OF GRAYS HARBOR

800 W 1ST ST
ABERDEEN,WA98520
N/A PC COMMUNITY CONVERSATIONS - DECEMBER 2024 - MONTHLY WINNER 2,500

PAWS CLAWS AND HOOVES ANIMAL RESCUE & SANCTUARY INC

8843 MORGAN LN 553
SNOWFLAKE,AZ85937
N/A PC OPEN ARMS CHALLENGE 2024 5,000

PEAK GRANTMAKING INC

1701 PENNSYLVANIA AVE NW SUITE 200
WASHINGTON,DC20006
N/A PC 2025 COMMUNITY HEALTH FAIR FOR PEOPLE & PETS SPONSORSHIP 15,000

PENFED FOUNDATION

2930 EISENHOWER AVENUE
ALEXANDRIA,VA22314
N/A PC 2025 CHAMPIONS TO THE RESCUE 25,000

PEOPLE FOR ANIMALS

401 HILLSIDE AVE
HILLSIDE,NJ07205
N/A PC OPEN ARMS CHALLENGE 2024 2,000

PERRY LEBARON VENTURES LLC

922 FULLER HILL ROAD
WARREN,VT05674
N/A NC 2025 ONLINE CAT CONFERENCE SCHOLARSHIPS 7,500

POLK COUNTY BULLY PROJECT

5840 BRANNEN RD W
LAKELAND,FL33813
N/A PC OPEN ARMS CHALLENGE 2024 2,000

PRALINE'S BACKYARD FOUNDATION INC

650 PONCE DE LEON AVENUE SUITE 300
PMB2421
ATLANTA,GA30308
N/A PC OPEN ARMS CHALLENGE 2024 1,000

PROJECT STREET VET

PO BOX 232579
ENCINITAS,CA920232579
N/A PC STRATEGIC PLANNING CONSULTANT - YEAR 2 & 3 150,000

RANCHO COASTAL HUMANE SOCIETY

389 REQUEZA ST
ENCINITAS,CA92024
N/A PC MPF MONTHLY GRANT GIVEAWAY - OCTOBER 2024 3,000

ROANOKE VALLEY SPCA

1340 BALDWIN AVENUE NE
ROANOKE,VA24012
N/A PC MPF MONTHLY GRANT GIVEAWAY - NOVEMBER 2024 3,000

ROUTT COUNTY HUMANE SOCIETY

760 CRITTER CT
STEAMBOAT SPRINGS,CO80487
N/A PC OPEN ARMS CHALLENGE 2024 2,000

RUNAWAYS ANIMAL RESCUE

8020 WASHINGTON ST
PORT RICHEY,FL34668
N/A POF 2024 HURRICANE RELIEF GRANT 15,000

SALEM FRIENDS OF FELINES

4157 CHERRY AVE NE
KEIZER,OR97303
N/A PC OPEN ARMS CHALLENGE 2024 1,000

SAN FRANCISCO SPCA

201 ALABAMA STREET
SAN FRANCISCO,CA94103
N/A PC 2022 - 2025 COMET PROGRAM 1,158,767

SAN MATEO COUNTY ANIMAL CONTROL AND LICENSING

225 37TH AVE
SAN MATEO,CA94403
N/A GOV COMMUNITY CONVERSATIONS - JUNE 2024 - MONTHLY WINNER 2,500

SANTA BARBARA COUNTY ANIMAL SERVICES

5473 OVERPASS ROAD
SANTA BARBARA,CA93111
N/A GOV MPF MONTHLY GRANT GIVEAWAY - MARCH 2025 3,000

SILVERSTRAY SOCIAL

1320 2ND ST
LA PORTE,IN46350
N/A PC OPEN ARMS CHALLENGE 2024 2,000

SOL DOG LODGE AND TRAINING CENTER

1895 WEST PRINCE ROAD
TUCSON,AZ85705
N/A PC COMMUNITY CONVERSATIONS - NOVEMBER 2024 - MONTHLY WINNER 2,500

SOURIS VALLEY ANIMAL SHELTER

1935 20TH AVE SE
MINOT,ND58701
N/A PC OPEN ARMS CHALLENGE 2024 1,000

SOUTHERN PINES ANIMAL SHELTER

1901 NORTH 31ST AVENUE
HATTIESBURG,MS39401
N/A PC OPEN ARMS CHALLENGE 2024 1,000

SPAYED AND AID OF KENTUCKY

339 KARLA CIRCLE
RUSSELLVILLE,KY42276
N/A PC OPEN ARMS CHALLENGE 2024 2,000

SPCA OF WAKE COUNTY

200 PETFINDER LANE
RALEIGH,NC27603
N/A PC OPEN ARMS CHALLENGE 2024 2,000

SPEAK FOR ANIMALS

PO BOX 24185
GREENVILLE,SC29616
N/A PC OPEN ARMS CHALLENGE 2024 2,000

SPOKANE HUMANE SOCIETY

6607 N HAVANA STREET
SPOKANE,WA99217
N/A PC OPEN ARMS CHALLENGE 2024 10,000

SPRING BRANCH RESCUE

17506 CANTON FOREST
RICHMOND,TX77407
N/A PC MPF MONTHLY GRANT GIVEAWAY - FEBRUARY 2025 3,000

STELLAFIRMA STRATEGIES LLC

705 S DECKER AVE
BALTIMORE,MD21224
N/A NC COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25 10,000

SUMMIT COUNTY ANIMAL CONTROL AND SHELTER

PO BOX 5225
FRISCO,CO80443
N/A GOV OPEN ARMS CHALLENGE 2024 2,000

SUN CITIES 4 PAWS RESCUE

PO BOX 426
YOUNGTOWN,AZ85363
N/A PC NATIONAL FOSTER SURVEY 2024 500

SUNCOAST HUMANE SOCIETY

6781 SAN CASA DRIVE
ENGLEWOOD,FL34224
N/A PC OPEN ARMS CHALLENGE 2024 2,000

TEAM SHELTER USA LLC

10777 WEST SAMPLE ROAD 315
CORAL SPRINGS,FL33065
N/A NC 2025 MADDIE'S MILLION PET CHALLENGE 310,000

THE ANIMAL FOUNDATION

655 NORTH MOJAVE ROAD
LAS VEGAS,NV89101
N/A PC OPEN ARMS CHALLENGE 2024 2,000

THE ANIMAL MISSION

127 HUMANE LANE
COLUMBIA,SC29209
N/A PC COMMUNITY CONVERSATIONS - JUNE 2024 - MONTHLY WINNER 2,500

THE ANIMAL PROTECTIVE ASSOCIATION OF MISSOURI

1705 SOUTH HANLEY ROAD
BRENTWOOD,MO63144
N/A PC OPEN ARMS CHALLENGE 2024 1,000

THE ANTI-CRUELTY SOCIETY

157 WEST GRAND AVE
CHICAGO,IL60654
N/A PC OPEN ARMS CHALLENGE 2024 2,000

THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT

15508 W BELL ROAD SUITE 101-613
SURPRISE,AZ85374
N/A NC 2024 FALL CONFERENCE SCHOLARSHIPS 76,000

THE CAT SANCTUARY

117 E 33RD AVE
EUGENE,OR97405
N/A PC COMMUNITY CONVERSATIONS - APRIL 2025 - MONTHLY WINNER 5,000

THE INNER PUP

5208 MAGAZINE STREET BOX 357
NEW ORLEANS,LA70115
N/A PC 2025 COMMUNITY HEALTH FAIR FOR PEOPLE & PETS SPONSORSHIP 79,488

THE LIFE OF KAI COMPASSION CONNECTIONS INC

1520 E COVELL BLVD
DAVIS,CA95616
N/A PC OPEN ARMS CHALLENGE 2024 2,000

THE PAW MISSION INC

13229 7TH PLACE
YUCAIPA,CA92399
N/A POF 2024 - 2025 CONFERENCE SCHOLARSHIP FUND 120,000

THE RETRIEVERS

2280 QUEENS DRIVE
WOODBURY,MN551250000
N/A PC MADDIE'S UNIVERSITY ONLINE COURSE DEVELOPMENT - LOST DOG PREVENTION 10,000

TOWN OF GREECE ANIMAL CONTROL

500 MAIDEN LANE
ROCHESTER,NY14616
N/A GOV NATIONAL FOSTER SURVEY 2024 500

TREE HOUSE HUMANE SOCIETY

7225 N WESTERN AVENUE
CHICAGO,IL60645
N/A PC OPEN ARMS CHALLENGE 2024 1,000

UC DAVIS FOUNDATION

ONE SHIELDS AVENUE
DAVIS,CA956165270
N/A PC BEHAVIORAL EUTHANASIA STUDY 1,137,345

UNDERDOG PET RESCUE

PO BOX 6181
MONONA,WI53716
N/A PC ULTRASOUND MACHINE 65,000

UNICOI COUNTY ANIMAL SHELTER

185 N INDUSTRIAL DRIVE
ERWIN,TN37650
N/A PC 2024 HURRICANE RELIEF GRANT 15,000

UNIVERSITY OF FLORIDA FOUNDATION

PO BOX 14425
GAINESVILLE,FL32604
N/A PC MADDIE'S MILLION PET CHALLENGE 335,090

UNIVERSITY OF TENNESSEE

1618 W CUMBERLAND AVE 206 HENSON
HALL
KNOXVILLE,TN379963332
N/A NC ALIGNCARE'S 5-YEAR STRATEGIC PLAN THROUGH 2029 704,983

UNIVERSITY OF WISCONSIN-MADISON

2015 LINDEN DRIVE
MADISON,WI53706
N/A NC MADDIE'S CLINICAL INSTRUCTOR 827,014

VALLEY HUMANE SOCIETY-CA

3670 NEVADA STREET
PLEASANTON,CA94566
N/A PC 2024 BRING YOUR DOG TO WORKDAY 5,000

VANDERBURGH HUMANE SOCIETY INC

400 MILLNER INDUSTRIAL DRIVE
EVANSVILLE,IN47710
N/A PC OPEN ARMS CHALLENGE 2024 2,000

VETERINARY CARE ACCESSIBILITY PROJECT

204 WHIMS LANE
ROCHESTER,MI48306
N/A PC PET HEALTH INSURANCE RESEARCH 31,074

WANDERERS' REST HUMANE ASSOCIATION

PO BOX 535
CANASTOTA,NY13032
N/A PC OPEN ARMS CHALLENGE 2024 5,000

WHISKERS N WISHES SANCTUARY

16705 W CALLE AMAYA
MARANA,AZ85653
N/A PC OPEN ARMS CHALLENGE 2024 1,000

WILLIAMSON COUNTY ANIMAL CENTER

1006 GRIGSBY HAYES COURT
FRANKLIN,TN37064
N/A GOV OPEN ARMS CHALLENGE 2024 2,000

WINCHESTER AREA SPCA

115 FEATHERBED LANE
WINCHESTER,VA26851
N/A PC OPEN ARMS CHALLENGE 2024 2,000

WISCONSIN FOUNDATION AND ALUMNI ASSOCIATION

1848 UNIVERSITY AVE
MADISON,WI53726
N/A PC FELINE H5N1 OUTBREAK RESPONSE 30,000
Total .................................right arrow 3a 14,006,035
bApproved for future payment

ALLIANCE FOR CONTRACEPTION IN CATS & DOGS
1145 NW OLD CORNELIUS PASS ROAD
PORTLAND,OR97213
N/A PC 2025 - 2027 OPERATIONS 50,000

FRIENDS OF PIMA ANIMAL CARE CENTER
PO BOX 85370
TUCSON,AZ857545370
N/A PC PIMA COUNTY ACCESS TO CARE COLLABORATION AWARD 637,150

GOOD SHEPHERD HUMANE SOCIETY
6486 HWY 62 W
EUREKA SPRINGS,AR72632
N/A PC RURAL WORKING GROUP ADMINISTRATIVE SUPPORT 2025 AWARD 36,200

HUMANE RESCUE ALLIANCE
71 OGLETHORPE STREET NW
WASHINGTON,DC20011
N/A PC MLK COMMUNITY CLINIC 646,619

HUMANE SOCIETY OF SOUTHERN ARIZONA
635 WEST ROGER ROAD
TUCSON,AZ857052618
N/A PC PIMA COUNTY ACCESS TO CARE COLLABORATION AWARD 692,850

OPEN DOOR VETERINARY COLLECTIVE
23246 LONG JUDSON RD
GRAND RAPIDS,OH43522
N/A PC 2025 - 2027 MADDIE'S MILLION PET CHALLENGE 283,000

THE INNER PUP
5208 MAGAZINE STREETBOX 357
NEW ORLEANS,LA70115
N/A PC ONE-TOUCH HEARTWORM TREATMENT STUDY AWARD 260,236

UNIVERSITY OF WISCONSIN-MADISON
2015 LINDEN DRIVE
MADISON,WI53706
N/A NC MADDIE'S CLINICAL INSTRUCTOR 2,103,370
Total ................................. right arrow 3b 4,709,425
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 20,654  
4 Dividends and interest from securities ....     14 7,985,612  
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 9,105,308  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME
    14 925  
bPARTNERSHIP INCOME/LOSS 523000 36,339 14 82,603  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 36,339 17,195,102 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
17,231,441
(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

TY 2024 AccountingFeesSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 195,293 41,524   154,006

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
HATCHING LLC
 
633 OCEAN AVE 26
SANTA MONICA,CA90402
2024-06-05 10,000 COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25 10,000 NO DIVERSION OF GRANT FUNDS WAS FOUND FINAL REPORT: 7/23/2025   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
JVR SHELTER STRATEGIES LLC
 
1025 ALAMEDA DE LAS PULGAS NO 333
BELMONT,CA94002
2023-07-19 282,500 COMMUNITY ENGAGEMENT CASE STUDY 240,500 NO DIVERSION OF GRANT FUNDS WAS FOUND 9/30/2024 - APPROVED; 10/1/2025 - SCHEDULED; 10/1/2026 - SCHEDULED   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
JVR SHELTER STRATEGIES LLC
 
1025 ALAMEDA DE LAS PULGAS NO 333
BELMONT,CA94002
2025-02-14 3,000 PUBLICATION FEES 0 NO DIVERSION OF GRANT FUNDS WAS FOUND FINAL REPORT: 9/1/2025 SCHEDULED   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
PERRY LEBARON VENTURES LLC
 
922 FULLER HILL ROAD
WARREN,VT05674
2024-07-10 4,000 2025 ONLINE CAT CONFERENCE SCHOLARSHIPS 4,000 NO DIVERSION OF GRANT FUNDS WAS FOUND FINAL REPORT: 2/4/2025   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
PERRY LEBARON VENTURES LLC
 
922 FULLER HILL ROAD
WARREN,VT05674
2024-07-10 1,000 2025 ONLINE CAT CONFERENCE SPONSORSHIP 1,000 NO DIVERSION OF GRANT FUNDS WAS FOUND FINAL REPORT: 2/11/2025   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
PERRY LEBARON VENTURES LLC
 
922 FULLER HILL ROAD
WARREN,VT05674
2024-07-10 1,250 2025 RETURN TO HOME CERTIFICATION WORKSHOPS SCHOLARSHIPS 840 NO DIVERSION OF GRANT FUNDS WAS FOUND 3/31/2025 - APPROVED; 7/31/2025 - RECEIVED; 12/1/2025 SCHEDULED   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
PERRY LEBARON VENTURES LLC
 
922 FULLER HILL ROAD
WARREN,VT05674
2024-07-10 1,250 2025 SURRENDER PREVENTION CERTIFICATION WORKSHOPS SCHOLARSHIPS 800 NO DIVERSION OF GRANT FUNDS WAS FOUND 2/4/2025 - APPROVED; 5/19/2025 - APPROVED; 9/30/2025 - SCHEDULED; 11/1/2025   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
RUNAWAYS ANIMAL RESCUE
 
8020 WASHINGTON ST
PORT RICHEY,FL34668
2024-12-20 15,000 2024 HURRICANE RELIEF GRANT 0 NO DIVERSION OF GRANT FUNDS WAS FOUND FINAL REPORT: 7/9/25 - APPROVED; 8/1/25 - SCHEDULED   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
STELLAFIRMA STRATEGIES LLC
 
705 S DECKER AVE
BALTIMORE,MD21224
2024-06-05 10,000 COMMUNITY CONVERSATIONS STEERING COMMITTEE 2024-25 10,000 NO DIVERSION OF GRANT FUNDS WAS FOUND FINAL REPORT: 8/9/2025   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
TEAM SHELTER USA LLC
 
10777 WEST SAMPLE ROAD 315
CORAL SPRINGS,FL33065
2021-09-23 560,000 MADDIE'S MILLION PET CHALLENGE 480,000 NO DIVERSION OF GRANT FUNDS WAS FOUND 2/2/2023 - APPROVED; 1/25/2024 - APPROVED; 1/17/2025 - APPROVED   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
TEAM SHELTER USA LLC
 
10777 WEST SAMPLE ROAD 315
CORAL SPRINGS,FL33065
2024-12-07 230,000 2025 MADDIE'S MILLION PET CHALLENGE 0 NO DIVERSION OF GRANT FUNDS WAS FOUND SCHEDULED: 2/1/2026   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT
 
15508 W BELL ROAD SUITE 101-613
SURPRISE,AZ85374
2023-09-05 25,000 2024 FALL CONFERENCE SCHOLARSHIPS 25,000 NO DIVERSION OF GRANT FUNDS WAS FOUND FINAL REPORT: 2/4/2025   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT
 
15508 W BELL ROAD SUITE 101-613
SURPRISE,AZ85374
2024-07-10 35,000 2025 FALL CONFERENCE SCHOLARSHIPS 0 NO DIVERSION OF GRANT FUNDS WAS FOUND SCHEDULED REPORT: 1/1/2026   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))
THE ASSOCIATION FOR ANIMAL WELFARE ADVANCEMENT
 
15508 W BELL ROAD SUITE 101-613
SURPRISE,AZ85374
2024-07-10 16,000 2025 FALL CONFERENCE SPONSORSHIP (COMMUNITY EVENT) 0 NO DIVERSION OF GRANT FUNDS WAS FOUND SCHEDULED REPORT: 1/1/2026   OUR ORGANIZATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C))

TY 2024 GeneralExplanationAttachment
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Identifier Return Reference Explanation
DIRECT SHAREHOLDERS OF FOREIGN CORPORATION 990PF, FORM 5471, SCHEDULE B, PART II THE DUFFIELD FAMILY FOUNDATION DBA MADDIE'S FUND ("DUFFIELD") HOLDS AN OWNERSHIP INTEREST IN HIGHVISTA INTERNATIONAL PARTNERS (OFFSHORE), LP ("HIGHVISTA"). HIGHVISTA IS A LIMITED PARTNERSHIP FORMED UNDER THE LAWS OF THE CAYMAN ISLANDS THAT HAS ELECTED TO BE CLASSIFIED AS AN ASSOCIATION TAXABLE AS A CORPORATION FOR U.S. FEDERAL INCOME TAX PURPOSES. HIGHVISTA IS ORGANIZED AS A CAYMAN ISLANDS LIMITED PARTNERSHIP AND DOES NOT ISSUE FORMAL STOCK CERTIFICATES UNDER LOCAL LAW. HOWEVER, THE ENTITY'S OWNERSHIP INTERESTS ARE TREATED AS STOCK FOR U.S. TAX REPORTING PURPOSES UNDER THE ENTITY CLASSIFICATION ELECTION. THE OWNERSHIP INFORMATION SHOWN ON FORM 5471, SCHEDULE B, PART II DOES NOT REPRESENT DUFFIELD'S ACTUAL OWNERSHIP PERCENTAGES. DUFFIELD'S OWNERSHIP PERCENTAGE IN HIGHVISTA IS AS FOLLOWS: BEGINNING OF YEAR: 10.46% END OF YEAR: 10.46%

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Name of Bond End of Year Book Value End of Year Fair Market Value
SCHWAB INVESTMENTS:2833-4537 - BRECKINRIDGE FIXED 11,250,339 11,250,339

TY 2024 InvestmentsCorpStockSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHWAB INVESTMENTS:4921-9181 - LONG TERM EQUITIES 102,358,784 102,358,784
SCHWAB INVESTMENTS:7649-7489 - FMI EQUITIES 5,738,412 5,738,412
SCHWAB INVESTMENTS:8037-2136 - EQUITIES, FUNDS 92,143,808 92,143,808

TY 2024 InvestmentsOtherSchedule2
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MS 838-012194 S CASH HELD IN INVESTMENT FMV 792,302 792,302
MS 838-012475 CASH HELD IN INVESTMENT FMV 863,245 863,245
MS 838-012475 ALTERNATIVE INVESTMENT FMV 13,944,314 13,944,314
GS 08337-8 ALT ASSETS - CASH FMV 143,982 143,982
GS 08337-8 ALT ASSETS - ALTERNATIVE INVESTMENT FMV 3,396,376 3,396,376
NT 2623550 CASH FMV 253,162 253,162
NT 2623550 ALTERNATIVE INVESTMENT FMV 28,706,935 28,706,935
SCHWAB INVESTMENTS:2833-4537 - BRECKINRIDGE CASH FMV 106,847 106,847
SCHWAB INVESTMENTS:4921-9181 - LONG TERM CASH FMV 264,892 264,892
SCHWAB INVESTMENTS:6859-6498 - SHORT TERM CASH FMV 7,210,454 7,210,454
SCHWAB INVESTMENTS:7649-7489 - FMI CASH FMV 235,556 235,556
SCHWAB INVESTMENTS:8037-2136 - CASH FMV 593,707 593,707

TY 2024 LandEtcSchedule2
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENT 404,168 404,168 0  
FURNITURE AND EQUIPMENT 292,044 165,900 126,144 126,144
INTERNALLY DEVELOPED SOFTWARE 85,500 85,500 0  


TY 2024 LegalFeesSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 29,141 68   29,219


TY 2024 OtherAssetsSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT INCOME RECEIVABLE 185,055 100,365 100,365
PROGRAM RELATED INVESTMENTS 1,449,140 4,217,784 4,217,784
INVESTMENT REDEMPTION RECEIVABLE 57,121 2,904,498 2,904,498


TY 2024 OtherDecreasesSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Description Amount
DONATED RENT 195,983
DISCOUNT ON GRANTS 660,789


TY 2024 OtherExpensesSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 47,815 0   47,689
OFFICE SUPPLIES 161,819 0   112,839
WEB FEES 19,629 0   19,620
POSTAGE AND SHIPPING 14,754 0   15,072
BANK FEES 3,187 0   3,450
PROGRAM MATERIALS 270,357 0   267,141
MEDIA ADVERTISING 115,398 0   108,746
PROF DUES AND SUBSCRIPTION 14,433 0   13,969
PORTFOLIO DEDUCTIONS 564,218 562,656   0
OTHER TAXES AND FILING FEES 2,767 0   2,767


TY 2024 OtherIncomeSchedule2
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 925 925 925
PARTNERSHIP INCOME/LOSS 118,942 82,603 118,942


TY 2024 OtherIncreasesSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Description Amount
NET UNREALIZED GAIN ON SECURITIES AND DERIVATIVES 10,011,393
NET UNREALIZED GAIN ON PRIVATE EQUITY FUNDS 1,769,281
RETURN OF GRANTS 229,388
NET UNREALIZED GAIN ON PROGRAM RELATED INVESTMENT 2,768,644


TY 2024 OtherLiabilitiesSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 543,374 745,610


TY 2024 OtherProfessionalFeesSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL CONSULTING 269,645 0   270,645
IT CONSULTING 77,121 0   74,875
CONTRACT SERVICES 15,213 0   15,250
INVESTMENT MANAGEMENT FEES 737,918 724,270   0


TY 2024 TaxesSchedule
Name:
THE DUFFIELD FAMILY FOUNDATION
 
DBA MADDIE'S FUND
EIN:
94-3362163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,884 6,884   0
EXCISE TAX 421,990 0   0