Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
STRAUSS FOUNDATION TD
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
 
Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

23-6219939
B Telephone number (see instructions)

8003523705
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$44,932,125
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)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,111,603 1,111,603  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,404,365
b Gross sales price for all assets on line 6a 5,947,461
7 Capital gain net income (from Part IV, line 2)... 1,404,365
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,515,968 2,515,968  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 243,106 182,330   60,777
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 30,000 0 0 30,000
b Accounting fees (attach schedule)....... 1,537 0 0 1,537
c Other professional fees (attach schedule).... 20,933     20,933
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 27,557 13,224   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 1,870 1,870    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 325,003 197,424 0 113,247
25 Contributions, gifts, grants paid....... 1,921,950 1,921,950
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,246,953 197,424 0 2,035,197
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 269,015
b Net investment income (if negative, enter -0-) 2,318,544
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 9,310    
2 Savings and temporary cash investments......... 1,997,904 1,907,898 1,907,898
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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).......      
c Investments—corporate bonds (attach schedule)....... 12,046,685 Click to see attachment
List of Attached Documents:
// Content
11,992,321
11,782,198
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,709,327 Click to see attachment
List of Attached Documents:
// Content
20,164,504
31,242,029
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,763,226 34,064,723 44,932,125
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 33,763,226 34,064,723
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)..... 33,763,226 34,064,723
30 Total liabilities and net assets/fund balances (see instructions). 33,763,226 34,064,723
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
33,763,226
2
Enter amount from Part I, line 27a .....................
2
269,015
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
40,849
4
Add lines 1, 2, and 3 ..........................
4
34,073,090
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
8,367
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
34,064,723
Form 990-PF (2025)
Form 990-PF (2025)
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 178.99 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-01-15
b 100000. NORTHROP GRUMMAN COR 2.930% 1/15/25   2019-09-26 2025-01-15
c 70000. ADOBE SYSTEMS INC 3.250% 2/01/25   2015-02-02 2025-02-01
d 155000. LABORATORY CORP OF 3.600% 2/01/25   2021-11-04 2025-02-01
e 85000. US TREASURY NOTE 2.625% 2/15/29   2024-07-16 2025-02-13
165000. US TREASURY NOTE 2.625% 2/15/29   2019-04-08 2025-02-13
602.07 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-02-15
149.22 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-02-15
4905.13 WORLD OMNI AUTO RECE 0.690% 6/15/27   2022-05-19 2025-02-18
430.19 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-02-25
60000. LINCOLN NATIONAL COR 3.350% 3/09/25   2015-03-04 2025-03-09
150000. FED FARM CREDIT BK 4.375% 3/03/33   2023-03-03 2025-03-13
105000. CME GROUP INC 3.000% 3/15/25   2015-04-14 2025-03-15
604.21 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-03-15
160.48 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-03-15
26832.88 WORLD OMNI AUTO RECE 0.690% 6/15/27   2022-05-19 2025-03-15
431.02 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-03-25
2294.64 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-03-25
150000. US TREASURY NOTE 3.875% 3/31/25   2024-02-28 2025-03-31
704.1 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-04-15
123.25 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-04-15
26565.71 WORLD OMNI AUTO RECE 0.690% 6/15/27   2022-05-19 2025-04-15
494.08 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-04-25
7164.09 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-04-25
130000. SHELL INTERNATIONAL 3.250% 5/11/25   2021-05-10 2025-05-11
3257.1 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-05-15
152.44 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-05-15
25032.51 WORLD OMNI AUTO RECE 0.690% 6/15/27   2022-05-19 2025-05-15
438.31 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-05-25
4157.56 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-05-25
434.63 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-06-15
181.93 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-06-15
50000. VR GS MORTGAGE SECUR 4.466% 10/10/48   2021-07-08 2025-06-16
171663.77 WORLD OMNI AUTO RECE 0.690% 6/15/27   2022-05-19 2025-06-16
470.55 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-06-25
3371.13 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-06-25
425.71 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-07-15
151.33 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-07-15
685.48 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-07-25
2843.82 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-07-25
11066.242 INV OPP DEVELOP MRKTS-R6 7038   2019-08-01 2025-07-31
427.24 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-08-15
151.01 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-08-15
506.95 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-08-25
6826.12 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-08-25
75000. GENERAL MOTORS CO 6.125% 10/01/25   2022-03-25 2025-09-01
440.15 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-09-15
172.69 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-09-15
100000. RALPH LAUREN CORP 3.750% 9/15/25   2019-09-26 2025-09-15
595.04 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-09-25
9366.85 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-09-25
75000. CITIGROUP INC 4.450% 9/29/27   2021-11-08 2025-10-02
150000. US TREASURY NOTE 1.375% 12/31/28   2024-02-28 2025-10-02
37218.205 TOUCHSTONE MID CAP VAL-INST #552   2022-08-19 2025-10-03
1829. VANGUARD FTSE EMERGING MARKETS ETF   2025-07-31 2025-10-03
19202.339 ALLSPRING LARGE CAP GROWTH-R6 4653   2004-07-29 2025-10-03
441.73 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-10-15
136.24 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-10-15
468.7 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-10-25
13608.43 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-10-25
100000. US TREASURY NOTE 2.875% 5/15/28   2022-04-13 2025-11-13
443.32 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-11-15
161.22 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-11-15
365000. US TREASURY NOTE 2.250% 11/15/25   2015-12-17 2025-11-15
495. FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-11-25
18988.19 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-11-25
444.91 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-12-15
158.17 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2025-12-15
125000. BP CAP MARKETS AMERI 3.410% 2/11/26   2021-07-13 2025-12-18
395.44 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-12-25
6781.65 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-12-25
49000. EXPRESS SCRIPTS HOLD 4.500% 2/25/26   2016-04-04 2025-12-31
446.52 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2025-12-31
560.85 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2025-12-31
6643.97 FNMA POOL #MA5652 5.500% 3/01/40   2025-02-13 2025-12-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 179   185 -6
b 100,000   103,195 -3,195
c 70,000   71,167 -1,167
d 155,000   161,336 -6,336
e 79,575   79,658 -83
154,468   169,490 -15,022
602   630 -28
149   154 -5
4,905   4,611 294
430   440 -10
60,000   59,904 96
148,932   148,586 346
105,000   108,401 -3,401
604   632 -28
160   166 -6
26,833   25,223 1,610
431   441 -10
2,295   2,322 -27
150,000   148,230 1,770
704   737 -33
123   128 -5
26,566   24,972 1,594
494   505 -11
7,164   7,249 -85
130,000   142,360 -12,360
3,257   3,409 -152
152   158 -6
25,033   23,531 1,502
438   448 -10
4,158   4,207 -49
435   455 -20
182   188 -6
40,000   55,137 -15,137
171,664   161,364 10,300
471   481 -10
3,371   3,411 -40
426   446 -20
151   157 -6
685   701 -16
2,844   2,878 -34
467,659   467,585 74
427   447 -20
151   156 -5
507   519 -12
6,826   6,907 -81
75,000   80,223 -5,223
440   461 -21
173   179 -6
100,000   107,215 -7,215
595   609 -14
9,367   9,478 -111
75,391   84,629 -9,238
139,910   130,887 9,023
907,380   875,000 32,380
100,330   91,152 9,178
1,007,547   450,042 557,505
442   462 -20
136   141 -5
469   479 -10
13,608   13,770 -162
98,328   101,063 -2,735
443   464 -21
161   167 -6
365,000   372,036 -7,036
495   506 -11
18,988   19,214 -226
445   466 -21
158   164 -6
125,000   136,696 -11,696
395   404 -9
6,782   6,862 -80
49,000   51,191 -2,191
447   467 -20
561   574 -13
6,644   6,723 -79
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
      890,375
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       -6
b       -3,195
c       -1,167
d       -6,336
e       -83
      -15,022
      -28
      -5
      294
      -10
      96
      346
      -3,401
      -28
      -6
      1,610
      -10
      -27
      1,770
      -33
      -5
      1,594
      -11
      -85
      -12,360
      -152
      -6
      1,502
      -10
      -49
      -20
      -6
      -15,137
      10,300
      -10
      -40
      -20
      -6
      -16
      -34
      74
      -20
      -5
      -12
      -81
      -5,223
      -21
      -6
      -7,215
      -14
      -111
      -9,238
      9,023
      32,380
      9,178
      557,505
      -20
      -5
      -10
      -162
      -2,735
      -21
      -6
      -7,036
      -11
      -226
      -21
      -6
      -11,696
      -9
      -80
      -2,191
      -20
      -13
      -79
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,404,365
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 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 32,228
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 32,228
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 32,228
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,268
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,268
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....... 9 22,960
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
WELLS FARGO BANK N A TRUSTEE
1
243,106    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
41,790,021
b
Average of monthly cash balances.......................
1b
1,462,327
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
43,252,348
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
43,252,348
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
648,785
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
42,603,563
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,130,178
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,130,178
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
32,228
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,228
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,097,950
4
Recoveries of amounts treated as qualifying distributions................
4
35,500
5
Add lines 3 and 4............................
5
2,133,450
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
2,133,450
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, line 26, column (d) ..........
1a
2,035,197
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,035,197
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,133,450
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 175,146
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,035,197
a Applied to 2024, but not more than line 2a 175,146
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 2025 distributable amount..... 1,860,051
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 0
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
273,399
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 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
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

BRIDGTON HOSPITAL

10 HOSPITAL DR
BRIDGTON,ME040091148
NONE   GENERAL OPERATING 1,000

LEVEY DAY SCHOOL

400 DEERING AVE
PORTLAND,ME041034454
NONE   GENERAL OPERATING 1,000

CONGREGATION BET HAAM

81 WESTBROOK ST
S PORTLAND,ME041065232
NONE   GENERAL OPERATING 45,000

INSTITUTE FOR HUMANE EDUCATION

PO BOX 260
SURRY,ME046840260
NONE   GENERAL OPERATING 5,000

ISRAEL EMERGENCY ALLIANCE

PO BOX 341069
LOS ANGELES,CA900349069
NONE   GENERAL OPERATING 7,000

NAPLES PUBLIC LIBRARY

940 ROOSEVELT TRAIL
NAPLES,ME040550000
NONE   GENERAL OPERATING 1,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATI

2361 HYLAN BLVD
STATEN ISLAND,NY103063159
NONE   GENERAL OPERATING 3,000

CANCER RESEARCH AMERICA NFCR INC

5515 SECURITY LN STE 1105
ROCKVILLE,MD208525018
NONE   GENERAL OPERATING 5,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY E STE 400
FAIRFIELD,CT068254861
NONE   GENERAL OPERATING 1,000

TEMPLE ISRAEL WESTPORT INC

14 COLEYTOWN RD
WESTPORT,CT068801525
NONE   GENERAL OPERATING 25,000

FRACTURED ATLAS INC

228 PARK AVE S 56651
NEW YORK,NY100031502
NONE   GENERAL OPERATING 2,100

MEMORIAL SLOANKETTERING CANCER CENTER

1275 YORK AVE
NEW YORK,NY100656007
NONE   GENERAL OPERATING 1,000

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY100280113
NONE   GENERAL OPERATING 600

MOUNT SINAI HOSPITAL

1 GUSTAVE L LEVY PL
NEW YORK,NY100296504
NONE   GENERAL OPERATING 5,000

PHILHARMONICSYMPHONY SOCIETY OF NEW YORK

10 LINCOLN CENTER PLAZA
NEW YORK,NY100236912
NONE   GENERAL OPERATING 25,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST STE 1100
NEW YORK,NY100189784
NONE   GENERAL OPERATING 3,000

PARKINSONS FOUNDATION INC

1359 BROADWAY RM 1509
NEW YORK,NY100187867
NONE   GENERAL OPERATING 3,000

CANCER RESEARCH FUND OF THE DAMON RUNYON

1 EXCHANGE PLZ STE 302
NEW YORK,NY100063720
NONE   GENERAL OPERATING 3,000

ROBERT F KENNEDY CENTER FOR JUSTICE AND

1300 19TH ST NW STE 750
WASHINGTON,DC200361651
NONE   GENERAL OPERATING 11,500

COVENANT HOUSE

5 PENN PLAZA 19TH FLOOR
NEW YORK,NY100011738
NONE   GENERAL OPERATING 2,500

FRIENDS OF THE ISRAEL DEFENSE FORCES

60 EAST 42ND STREET
NEW YORK,NY101650006
NONE   GENERAL OPERATING 102,000

SMILE TRAIN INC

633 THIRD AVE 9TH FLOOR
NEW YORK,NY100176706
NONE   GENERAL OPERATING 5,000

BREAST CANCER RESEARCH FOUNDATION INC

28 WEST 44TH STREET STE 609
NEW YORK,NY100367422
NONE   GENERAL OPERATING 5,000

PUPPIES BEHIND BARS INC

4TH FL
NEW YORK,NY100180000
NONE   GENERAL OPERATING 1,000

GARDEN OF DREAMS FOUNDATION

2 PENN PLAZA STE 29TH FL
NEW YORK,NY101210101
NONE   GENERAL OPERATING 500

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE 10TH FL
NEW YORK,NY100174158
NONE   GENERAL OPERATING 5,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST
NEW YORK,NY100222709
NONE   GENERAL OPERATING 5,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 3RD AVE RM 1501
NEW YORK,NY100176745
NONE   GENERAL OPERATING 15,000

CROHNS COLITIS FOUNDATION INC

733 3RD AVE STE 510
NEW YORK,NY100173218
NONE   GENERAL OPERATING 3,000

MISSION KIDS CHILD ADVOCACY CENTER

180 W GERMANTOWN PIKE 1
EAST NORRITON,PA194011378
NONE   GENERAL OPERATING 20,000

JOHN F KENNEDY HYANNIS MUSEUM FOUNDATION

PO BOX 2488
HYANNIS,MA026017488
NONE   GENERAL OPERATING 5,000

PS SCIENCE

1000 W HILLCREST BLVD
INGLEWOOD,CA903012020
NONE   GENERAL OPERATING 5,000

MUSEIQUE

1030 S ARROYO PKWY STE 216
PASADENA,CA911053261
NONE   GENERAL OPERATING 2,700

STREET POETS INC

2116 ARLINGTON AVE STE 310
LOS ANGELES,CA900181300
NONE   GENERAL OPERATING 5,000

WOUNDED WARRIOR PROJECT INC

4899 BELFORT RD STE 300
JACKSONVILLE,FL322566033
NONE   GENERAL OPERATING 800

LA SENORA RESEARCH INSTITUTE INC

560 E CHANNEL RD
SANTA MONICA,CA904021344
NONE   GENERAL OPERATING 5,000

GO CAMPAIGN

2309 SANTA MONICA BLVD 437
SANTA MONICA,CA904042040
NONE   GENERAL OPERATING 69,000

GREATER GOOD CHARITIES

301 UNION ST UNIT 21308
SEATTLE,WA981111614
NONE   GENERAL OPERATING 10,000

PROMONTORY FOUNDATION

8758 N PROMONTORY RANCH RD
PARK CITY,UT840986226
NONE   GENERAL OPERATING 3,000

CLARION PROJECT INC

3401 ENTERPRISE PKWY STE 334042
BEACHWOOD,OH441227341
NONE   GENERAL OPERATING 5,000

CONGREGATION BETH EL SCHOOL

8000 MAIN ST
VOORHEES,NJ080434687
NONE   GENERAL OPERATING 1,000

SALVATION ARMY NATIONAL CORP

615 SLATERS LN
ALEXANDRIA,VA223141112
NONE   GENERAL OPERATING 3,000

CITY YEAR INC

287 COLUMBUS AVE
BOSTON,MA021165334
NONE   GENERAL OPERATING 10,000

DEERTREES THEATRE LIMITED

156 DEERTREES ROAD
HARRISON,ME040400000
NONE   GENERAL OPERATING 5,000

BARRE CENTER FOR BUDDHIST STUDIES INC

149 LOCKWOOD RD
BARRE,MA010058833
NONE   GENERAL OPERATING 2,000

CHABAD LUBAVITCH OF WESTPORT

79 NEWTOWN TPKE
WESTPORT,CT068801845
NONE   GENERAL OPERATING 3,500

PLAY FOR P I N K INC

28 WEST 44TH STREET 609
NEW YORK,NY100367422
NONE   GENERAL OPERATING 18,000

PENNSYLVANIA SOCIETY FOR THE PREVENTION

350 E ERIE AVE
PHILADELPHIA,PA191341013
NONE   GENERAL OPERATING 5,000

BALDWIN SCHOOL

701 MONTGOMERY AVE
BRYN MAWR,PA190103505
NONE   GENERAL OPERATING 15,000

EPISCOPAL ACADEMY

1785 BISHOP WHITE DR
NEWTOWN SQ,PA190731300
NONE   GENERAL OPERATING 10,000

BREAKTHROUGH T1D

200 VESEY ST 28TH FLOOR
NEW YORK,NY102815504
NONE   GENERAL OPERATING 1,000

FRIENDS OF RITTENHOUSE SQUARE

201 S 18TH ST APT 314
PHILADELPHIA,PA191035922
NONE   GENERAL OPERATING 10,000

CANCER SUPPORT COMMUNITY GREATER PHILADE

GREATER PHILADELPHIA 200 KIRK ROAD
WARMINSTER,PA189740000
NONE   GENERAL OPERATING 35,000

CONCERN FOUNDATION

11111 W OLYMPIC BLVD STE 214
LOS ANGELES,CA900641828
NONE   GENERAL OPERATING 4,000

LAKES ENVIRONMENT ASSOCIATION

230 MAIN ST
BRIDGTON,ME040091245
NONE   GENERAL OPERATING 6,500

AMERICAN KIDNEY FUND INC

11921 ROCKVILLE PIKE STE 300
ROCKVILLE,MD208522737
NONE   GENERAL OPERATING 1,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT847415000
NONE   GENERAL OPERATING 1,000

AMERICAN FRIENDS OF THE ISRAEL PHILHARMO

122 E 42ND ST RM 4507
NEW YORK,NY101684595
NONE   GENERAL OPERATING 2,500

MUSIC CENTER FOUNDATION

135 NORTH GRAND AVE
LOS ANGELES,CA900123013
NONE   GENERAL OPERATING 6,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC200024958
NONE   GENERAL OPERATING 5,000

BRIGHTFOCUS FOUNDATION

22512 GATEWAY CENTER DR
CLARKSBURG,MD20871
NONE   GENERAL OPERATING 2,000

WEITZMAN NATIONAL MUSEUM OF AMERICAN JEW

101 S INDEPENDENCE MALL E
PHILADELPHIA,PA191062517
NONE   GENERAL OPERATING 2,000

DIADAMES OF THE CHILD CARE LEAGUE

470 WARNER AVE
LOS ANGELES,CA900242563
NONE   GENERAL OPERATING 5,450

CROSSWALK COMMUNITY OUTREACH

PO BOX 64
NAPLES,ME040550064
NONE   GENERAL OPERATING 1,500

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD
SHERMAN OAKS,CA914032442
NONE   GENERAL OPERATING 6,000

LOS ANGELES FIRE DEPARTMENT FOUNDATION

1700 STADIUM WAY STE 100
LOS ANGELES,CA900121404
NONE   GENERAL OPERATING 1,000

MUSIC MEMORY INC

1 WARTBURG PL
MOUNT VERNON,NY105523821
NONE   GENERAL OPERATING 750

PROJECT VERITAS

1214 W BOSTON POST ROAD NO148
MAMARONECK,NY105433332
NONE   GENERAL OPERATING 5,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC200011429
NONE   GENERAL OPERATING 10,000

BUCKLEY INSTITUTE INC

265 CHURCH ST STE 404
NEW HAVEN,CT065107013
NONE   GENERAL OPERATING 5,000

ALI FORNEY CENTER

307 W 38TH STREET 2ND FLOOR
NEW YORK,NY100189500
NONE   GENERAL OPERATING 5,000

TENNESSEE RIVERKEEPER INC

PO BOX 2594
DECATUR,AL356022594
NONE   GENERAL OPERATING 1,000

VERBUM DEI JESUIT HIGH SCHOOL

11100 S CENTRAL AVE
LOS ANGELES,CA900591120
NONE   GENERAL OPERATING 5,000

MARC LUSTGARTEN PANCREATIC CANCER FOUNDA

415 CROSSWAYS PARK DR STE D
WOODBURY,NY117972055
NONE   GENERAL OPERATING 5,000

EVERYCHILD FOUNDATION

956 CORSICA DR
PACIFIC PLSDS,CA902724010
NONE   GENERAL OPERATING 6,000

TREE ACADEMY

8628 HOLLOWAY DR
W HOLLYWOOD,CA900692304
NONE   GENERAL OPERATING 4,500

HABITAT FOR HUMANITY INTERNATIONAL INC

72680 DINAH SHORE DRIVE
PALM DESERT,CA922110802
NONE   GENERAL OPERATING 5,000

SCRIPPS RESEARCH INSTITUTE

10550 N TORREY PINES RD
LA JOLLA,CA920371000
NONE   GENERAL OPERATING 5,000

HOFFMAN INSTITUTE FOUNDATION

1299 4TH ST PH 600
SAN RAFAEL,CA949013033
NONE   GENERAL OPERATING 2,000

AMERICAN CAMPING ASSOCIATION INC

5000 STATE ROAD 67 N
MARTINSVILLE,IN461517902
NONE   GENERAL OPERATING 2,500

SHRINERS HOSPITALS FOR CHILDREN

PO BOX 31356
TAMPA,FL336313356
NONE   GENERAL OPERATING 5,000

NATIONAL ANTIVIVISECTION SOCIETY

444 N WELLS ST STE 406
CHICAGO,IL606544594
NONE   GENERAL OPERATING 1,000

FEEDING AMERICA

161 N CLARK ST STE 700
CHICAGO,IL606013389
NONE   GENERAL OPERATING 2,000

FRESH AIR SOCIETY

6735 TELEGRAPH RD STE 380
BLOOMFLD HLS,MI483013179
NONE   GENERAL OPERATING 5,000

MICHIGAN DENTAL ASSOCIATION FOUNDATION

3657 OKEMOS RD STE 200
OKEMOS,MI488643927
NONE   GENERAL OPERATING 7,000

CULTURA Y ARTE NATIVA DE LAS AMERICAS

1333 FLORIDA ST
SAN FRANCISCO,CA941104114
NONE   GENERAL OPERATING 5,000

CREATIVE VISIONS FOUNDATION

18820 PACIFIC COAST HWY STE 201
MALIBU,CA902655535
NONE   GENERAL OPERATING 30,000

THE HEART FOUNDATION

31822 VILLAGE CENTER RD STE 208
WESTLAKE VLG,CA913614330
NONE   GENERAL OPERATING 7,000

SPAY4LA INC

9854 NATIONAL BLVD 400
LOS ANGELES,CA900342713
NONE   GENERAL OPERATING 5,000

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA949519671
NONE   GENERAL OPERATING 2,000

ASPEN STRATEGY CENTER

2259 SNOWMASS CREEK RD
SNOWMASS,CO816549118
NONE   GENERAL OPERATING 109,050

BRADLEY IMPACT FUND INC

1400 N WATER ST STE 300
MILWAUKEE,WI532024129
NONE   GENERAL OPERATING 2,500

ST JOSEPHS INDIAN SCHOOL

PO BOX 776
CHAMBERLAIN,SD573250776
NONE   GENERAL OPERATING 500

INSTITUTE OF CONTEMPORARY ART MIAMI INC

61 NE 41ST ST
MIAMI,FL331373513
NONE   GENERAL OPERATING 102,000

FAENA ARTS

3201 COLLINS AVE
MIAMI BEACH,FL331404023
NONE   GENERAL OPERATING 50,000

ALLIANCE COLLEGE-READY PUBLIC SCHOOL FDN

PO BOX 86609
LOS ANGELES,CA90086
NONE   GENERAL OPERATING 3,000

A SENSE OF HOME

3457 W EL SEGUNDO BLVD STE A
HAWTHORNE,CA902504848
NONE   GENERAL OPERATING 25,000

LEADERSHIP INSTITUTE

1101 N HIGHLAND ST
ARLINGTON,VA222012807
NONE   GENERAL OPERATING 2,000

CAPITAL RESEARCH CENTER

1513 16TH ST NW
WASHINGTON,DC200361401
NONE   GENERAL OPERATING 500

DISABLED AMERICAN VETERANS CHARITABLE SE

860 DOLWICK DR
ERLANGER,KY410182774
NONE   GENERAL OPERATING 400

NATIONAL LEGAL POLICY CENTER

107 PARK WASHINGTON CT
FALLS CHURCH,VA220464519
NONE   GENERAL OPERATING 2,500

AMERICAN COUNCIL OF TRUSTEES AND ALUMNI

1730 M ST NW STE 600
WASHINGTON,DC200364557
NONE   GENERAL OPERATING 3,000

JUDICIAL WATCH INC

425 3RD ST SW STE 800
WASHINGTON,DC200243232
NONE   GENERAL OPERATING 10,000

CARNEGIE INSTITUTION OF WASHINGTON

5251 BROAD BRANCH RD NW
WASHINGTON,DC200151305
NONE   GENERAL OPERATING 10,000

LA SCUOLA INTERNATIONAL SCHOOL

728 20TH ST
SAN FRANCISCO,CA941073001
NONE   GENERAL OPERATING 10,000

MOUNT SINAI MEDICAL CENTER OF FLORIDA IN

4300 ALTON RD
MIAMI BEACH,FL331402948
NONE   GENERAL OPERATING 5,000

UNITED CEREBRAL PALSY OF CENTRAL FLORIDA

4780 DATA CT
ORLANDO,FL328178331
NONE   GENERAL OPERATING 500

FLORIDA ATLANTIC UNIVERSITY FOUNDATION I

777 GLADES ROAD ADM 247
BOCA RATON,FL334316424
NONE   GENERAL OPERATING 35,000

BOCA RATON REGIONAL HOSPITAL INC

800 MEADOWS RD
BOCA RATON,FL334862304
NONE   GENERAL OPERATING 25,000

MIAMI COUNTRY DAY SCHOOL INC

601 NE 107TH ST
MIAMI,FL331617165
NONE   GENERAL OPERATING 20,000

JEWISH FEDERATION OF SOUTH PALM BEACH CO

9901 DONNA KLEIN BLVD
BOCA RATON,FL334281756
NONE   GENERAL OPERATING 1,000

JEWISH COMMUNITY ALLIANCE INC

8505 SAN JOSE BLVD
JACKSONVILLE,FL322174225
NONE   GENERAL OPERATING 18,500

NORTH TEXAS WILDLIFE CENTER

2220 COIT RD STE 480 PMB 220
PLANO,TX750753762
NONE   GENERAL OPERATING 3,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

262 DANNY THOMAS PL
MEMPHIS,TN381053678
NONE   GENERAL OPERATING 5,000

WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP

4400 BISCAYNE BLVD
MIAMI,FL331373212
NONE   GENERAL OPERATING 11,000

RUTH AND NORMAN RALES JEWISH FAMILY SERV

21300 RUTH AND BARON COL
BOCA RATON,FL334280000
NONE   GENERAL OPERATING 39,000

HEIFER INTERNATIONAL FOUNDATION

1 WORLD AVE
LITTLE ROCK,AR722022863
NONE   GENERAL OPERATING 5,000

FEED THE CHILDREN INC

333 N MERIDIAN AVE
OKLAHOMA CITY,OK731076507
NONE   GENERAL OPERATING 3,000

ACTIVE4ALL EVERGREEN FOUNDATION

PO BOX 1443
EVERGREEN,CO804371443
NONE   GENERAL OPERATING 8,000

BROADWAY DALLAS INC

909 1ST AVE
DALLAS,TX752101042
NONE   GENERAL OPERATING 17,500

EDUCATIONAL FIRST STEPS

2815 GASTON AVE
DALLAS,TX752261306
NONE   GENERAL OPERATING 10,000

TEMPLE EMANUEL FOUNDATION INC

8500 HILLCREST AVE
DALLAS,TX752254204
NONE   GENERAL OPERATING 7,500

SPAULDING WOODEN BOAT CENTER

FOOT OF GATE 5 ROAD
SAUSALITO,CA949650000
NONE   GENERAL OPERATING 5,000

CASA PACIFICA CENTERS FOR CHILDREN AND F

1722 S LEWIS RD
CAMARILLO,CA930128520
NONE   GENERAL OPERATING 1,500

BEVERLY HILLS ROTARY COMMUNITY FOUNDATIO

6973 TROLLEYWAY
PLAYA DEL REY,CA902937611
NONE   GENERAL OPERATING 2,100

TURNING POINT USA INC

135 NORTH PENNSYLVANIA STREET STE 1
INDIANAPOLIS,IN462042400
NONE   GENERAL OPERATING 25,000

OUTTA THE CAGE

16350 VENTURA BLVD D517
LOS ANGELES,CA914365300
NONE   GENERAL OPERATING 1,500

EAGLES AUTISM CHALLENGE INC

1 NOVACARE WAY
PHILADELPHIA,PA191455900
NONE   GENERAL OPERATING 50,000

SOCIAL REGISTER FOUNDATION

14 WALL STREET
NEW YORK,NY100052101
NONE   GENERAL OPERATING 25,000

VETERANS OUTPOST

721 COUNTRY CLUB DR
HEATH,TX750325866
NONE   GENERAL OPERATING 20,000

CHILDRENS DIABETES FOUNDATION

3025 S PARKER RD STE 110
AURORA,CO800142914
NONE   GENERAL OPERATING 10,000

SAVAGE SISTERS RECOVERY INC

187 MEREDITH AVE
BRYN MAWR,PA190101350
NONE   GENERAL OPERATING 20,000

JEWISH FAMILY AND CHILDRENS SERVICE INC

4747 N 7TH ST STE 100
PHOENIX,AZ850143654
NONE   GENERAL OPERATING 12,000

HOUSINGMV

11349 VICTORIA AVE
LOS ANGELES,CA900663434
NONE   GENERAL OPERATING 3,000

HARP RVA INC

19908 IVAN RD
S CHESTERFLD,VA238031000
NONE   GENERAL OPERATING 5,000

COMING HOME PROJECT

11650 COUNTY ROAD 536
ROCKWALL,TX750878002
NONE   GENERAL OPERATING 5,000

PHASE ONE

11726 SAN VICENTE BLVD STE 560
LOS ANGELES,CA900495049
NONE   GENERAL OPERATING 1,500

HEARTS IN HARMONY FOUNDATION

FKKS 28 LIBERTY STREET 36TH FLOOR
NEW YORK,NY100050000
NONE   GENERAL OPERATING 17,000

BOARD OF TRUSTEES STANDFORD

450 SERRA MALL
STANFORD,CA94305
NONE   GENERAL OPERATING 5,000

GUIDE DOGS FOR THE BLIND INC

350 LOS RANCHITOS RD
SAN RAFAEL,CA949033606
NONE   GENERAL OPERATING 1,000

PACIFIC LEGAL FOUNDATION

555 CAPITOL MALL STE 1290
SACRAMENTO,CA958144605
NONE   GENERAL OPERATING 3,000

CANINE COMPANIONS FOR INDEPENDENCE

2965 DUTTON AVE
SANTA ROSA,CA954075711
NONE   GENERAL OPERATING 25,000

CEDARSSINAI MEDICAL CENTER

8700 BEVERLY BLVD
W HOLLYWOOD,CA900481804
NONE   GENERAL OPERATING 4,000

JEWISH BIG BROTHERS BIG SISTERS ASSOCIAT

11150 W OLYMPIC BLVD STE 900
LOS ANGELES,CA900641830
NONE   GENERAL OPERATING 15,000

WILSHIRE BOULEVARD TEMPLE

3663 WILSHIRE BLVD
LOS ANGELES,CA900102703
NONE   GENERAL OPERATING 3,500

LOS ANGELES PHILHARMONIC ASSOCIATION

151 S GRAND AVE
LOS ANGELES,CA900123034
NONE   GENERAL OPERATING 3,500

UNION RESCUE MISSION

545 S SAN PEDRO ST
LOS ANGELES,CA900132101
NONE   GENERAL OPERATING 5,000

BOYS AND GIRLS CLUB OF HOLLYWOOD

850 N CAHUENGA BLVD
HOLLYWOOD,CA900383704
NONE   GENERAL OPERATING 1,000

ST PAUL THE APOSTLE

10750 OHIO AVE
LOS ANGELES,CA900245032
NONE   GENERAL OPERATING 5,000

DIDI HIRSCH PSYCHIATRIC SERVICE

4760 SEPULVEDA BLVD
CULVER CITY,CA902304820
NONE   GENERAL OPERATING 7,000

THE THALIANS

16800 DEVONSHIRE ST STE 209
GRANADA HILLS,CA913447409
NONE   GENERAL OPERATING 5,000

LOS ANGELES OPERA COMPANY

135 N GRAND AVE
LOS ANGELES,CA900123013
NONE   GENERAL OPERATING 3,500

PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNI

2900 WEST ALAMEDA AVE
BURBANK,CA915054220
NONE   GENERAL OPERATING 250

PERFORMING ARTS CENTER OF LOS ANGELES CO

135 NORTH GRAND AVE
LOS ANGELES,CA900123013
NONE   GENERAL OPERATING 5,500

ACADEMY FOUNDATION

8949 WILSHIRE BLVD
BEVERLY HILLS,CA902111907
NONE   GENERAL OPERATING 143,000

THE UCLA FOUNDATION

10889 WILSHIRE BLVD STE 1500
LOS ANGELES,CA900244200
NONE   GENERAL OPERATING 26,500

MUSEUM ASSOCIATES

5905 WILSHIRE BLVD
LOS ANGELES,CA900364504
NONE   GENERAL OPERATING 3,000

CENTER THEATRE GROUP OF LOS ANGELES

601 W TEMPLE ST
LOS ANGELES,CA900122621
NONE   GENERAL OPERATING 6,000

VENICE FAMILY CLINIC

604 ROSE AVE
VENICE,CA902912767
NONE   GENERAL OPERATING 3,000

U C SAN DIEGO FOUNDATION

9500 GILMAN DRIVE 0940
LA JOLLA,CA920930940
NONE   GENERAL OPERATING 1,000

BEVERLY HILLS MEALS ON WHEELS

343 S CHURCH LN
LOS ANGELES,CA90049
NONE   GENERAL OPERATING 7,500

AMERICAN CORPORATION OF THE ARTS

6233 HOLLYWOOD BLVD
LOS ANGELES,CA900285310
NONE   GENERAL OPERATING 5,000

CITY OF HOPE

1500 DUARTE RD
DUARTE,CA910103012
NONE   GENERAL OPERATING 5,000

ALZHEIMERS GREATER LOS ANGELES

4221 WILSHIRE BLVD STE 2905
LOS ANGELES,CA900103530
NONE   GENERAL OPERATING 3,000

ONE VOICE

1228 15TH ST STE C
SANTA MONICA,CA904041114
NONE   GENERAL OPERATING 30,000

CHILDRENS BURN FOUNDATION

5000 VAN NUYS BLVD STE 210
SHERMAN OAKS,CA914031717
NONE   GENERAL OPERATING 10,500

ANGEL FLIGHT WEST INC

3161 DONALD DOUGLAS LOOP S
SANTA MONICA,CA904053210
NONE   GENERAL OPERATING 1,000

ALS NETWORK

PO BOX 7082
WOODLAND HLS,CA913657082
NONE   GENERAL OPERATING 2,000

DAVID HOROWITZ FREEDOM CENTER

28494 WESTINGHOUSE PL STE 212
VALENCIA,CA913550934
NONE   GENERAL OPERATING 10,000

ARMAND HAMMER MUSEUM OF ART AND CULTURAL

10899 WILSHIRE BLVD
LOS ANGELES,CA900244343
NONE   GENERAL OPERATING 2,250

ALLIANCE FOR CHILDRENS RIGHTS

4525 WILSHIRE BLVD
LOS ANGELES,CA900103837
NONE   GENERAL OPERATING 4,000

LIBRARY FOUNDATION OF LOS ANGELES

630 W 5TH ST
LOS ANGELES,CA900712002
NONE   GENERAL OPERATING 9,000

PROSTATE CANCER FOUNDATION

1250 4TH STREET
SANTA MONICA,CA904011366
NONE   GENERAL OPERATING 50,000

WALLIS ANNENBERG CENTER FOR THE PERFORMI

9390 SANTA MONICA BLVD
BEVERLY HILLS,CA902104885
NONE   GENERAL OPERATING 5,500

SKIRBALL CULTURAL CENTER

2701 N SEPULVEDA BLVD
LOS ANGELES,CA900496833
NONE   GENERAL OPERATING 1,500

TOWER CANCER RESEARCH FOUNDATION

8767 WILSHIRE BLVD STE 401
BEVERLY HILLS,CA902112714
NONE   GENERAL OPERATING 5,000

MR HOLLANDS OPUS FOUNDATION INC

2550 N HOLLYWOOD WAY STE 302
BURBANK,CA915055049
NONE   GENERAL OPERATING 1,000

IPALPITI ARTISTS INTERNATIONAL INC

1900 AVENUE OF THE STARS STE 1880
LOS ANGELES,CA900674409
NONE   GENERAL OPERATING 2,000

NEW ROADS SCHOOL

3131 OLYMPIC BLVD
SANTA MONICA,CA904045002
NONE   GENERAL OPERATING 5,000

MEALS ON WHEELS OF WEST LOS ANGELES INC

PO BOX 241576
LOS ANGELES,CA900249376
NONE   GENERAL OPERATING 5,000

SAN DIEGO STATE UNIVERSITY FOUNDATION

5250 CAMPANILE DR
SAN DIEGO,CA921821901
NONE   GENERAL OPERATING 500

DIRECTORS GUILD FOUNDATION

7920 W SUNSET BLVD
LOS ANGELES,CA900463304
NONE   GENERAL OPERATING 2,500

SAINT JOHNS HEALTH CENTER FOUNDATION

2121 SANTA MONICA BLVD
SANTA MONICA,CA904042303
NONE   GENERAL OPERATING 15,000

SUPREME TWINS FOUNDATION INC

7500 NW 25TH ST STE 200
MIAMI,FL331221721
NONE   GENERAL OPERATING 1,000
Total ................................. 3a 1,921,950
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 1,111,603  
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 1,404,365  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,515,968  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,515,968
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,537     1,537

TY 2025 InvestmentsCorpBondsSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Name of Bond End of Year Book Value End of Year Fair Market Value
00724FAC5 ADOBE SYSTEMS INC 3.    
12572QAG0 CME GROUP INC    
534187BE8 LINCOLN NATIONAL COR    
30219GAM0 EXPRESS SCRIPTS HOLD    
91159HHN3 US BANCORP 104,470 104,232
961214CX9 WESTPAC BANKING CORP 121,296 119,551
539830BH1 LOCKHEED MARTIN CORP 62,612 59,993
038222AL9 APPLIED MATERIALS IN 75,921 74,607
171239AG1 CHUBB INA HOLDINGS 98,692 88,108
693475AZ8 PNC FINANCIAL SERVIC 147,871 127,044
91282CAE1 US TREASURY NOTE 204,342 200,137
9128284N7 US TREASURY NOTE 284,802 280,936
404280AW9 HSBC HOLDINGS PLC 149,496 130,053
751212AC5 RALPH LAUREN CORP    
61746BEF9 MORGAN STANLEY 103,127 99,740
126650DG2 CVS HEALTH CORP 130,988 115,840
548661DP9 LOWE'S COS INC 161,251 163,172
912828M56 US TREASURY NOTE    
38141GWB6 GOLDMAN SACHS GROUP 102,246 99,912
912828V98 US TREASURY NOTE 331,296 330,367
743820AA0 PROV ST JOSEPH HLTH 107,852 103,443
9128286B1 US TREASURY NOTE 201,487 209,053
9128285M8 US TREASURY NOTE 254,987 247,208
20030NCT6 COMCAST CORP 112,055 100,539
912828P46 US TREASURY NOTE 1.6 195,977 209,475
666807BM3 NORTHROP GRUMMAN COR    
912828Z94 US TREASURY NOTE 340,325 321,482
3133ELV92 FED FARM CREDIT BK 170,451 163,096
64465P7S1 NEW HAMPSHIRE ST MUN 165,000 161,931
911312BU9 UNITED PARCEL SERVIC 24,906 23,722
26078JAD2 DOWDUPONT INC 100,736 91,407
9128286T2 US TREASURY NOTE 2.3 220,142 216,333
92343VES9 VERIZON COMMUNICATIO 113,911 109,607
91282CCS8 US TREASURY NOTE 262,006 230,871
46647PBJ4 VR JPMORGAN CHASE & 161,776 141,217
172967KA8 CITIGROUP INC    
857477BP7 STATE STREET CORP 130,497 116,975
822582BD3 SHELL INTERNATIONAL    
30231GAT9 EXXON MOBIL CORPORAT 162,953 149,804
24422EVL0 JOHN DEERE CAPITAL 120,455 110,099
10373QBE9 BP CAP MARKETS AMERI    
571748BP6 MARSH & MCLENNAN COS 135,876 121,073
91282CCB5 US TREASURY NOTE 218,166 201,578
50540RAQ5 LABORATORY CORP OF 3    
37045VAV2 GENERAL MOTORS CO    
91282CDY4 US TREASURY NOTE 1.8 155,422 151,613
91282CEE7 US TREASURY NOTE 239,253 240,860
91282CFF3 US TREASURY NOTE 418,628 410,146
00287YBX6 ABBVIE INC 100,804 96,978
22966RAJ5 CUBESMART LP 111,134 106,121
91282CFV8 US TREASURY NOTE 4.1 127,715 126,431
035240AQ3 ANHEUSER-BUSCH INBEV 133,345 122,419
91282CEP2 US TREASURY NOTE 390,682 377,156
91324PEH1 UNITEDHEALTH GROUP 133,508 139,861
191216DP2 COCA-COLA CO/THE 104,965 112,961
26441CBT1 DUKE ENERGY CORP 113,140 119,604
3133EPCJ2 FED FARM CREDIT BK 49,529 50,899
49271VAQ3 KEURIG DR PEPPER INC 114,049 115,344
58013MFV1 MCDONALD'S CORP 96,106 103,156
716973AE2 PFIZER INVESTMENT EN 129,788 131,378
91282CGM7 US TREASURY NOTE 235,607 238,101
91282CHC8 US TREASURY NOTE 215,349 216,308
91282CHE4 US TREASURY NOTE 123,853 125,328
00206RMT6 AT&T INC 158,742 165,898
031162DR8 AMGEN INC 131,193 129,395
06051GLG2 VR BANK OF AMERICA 124,621 128,201
06368LWU6 BANK OF MONTREAL 138,815 140,751
09247XAQ4 BLACKROCK INC 127,509 135,707
581557BU8 MCKESSON CORP 140,490 144,654
91282CDP3 US TREASURY NOTE    
91282CEV9 US TREASURY NOTE 3.2 94,926 98,859
91282CGU9 US TREASURY NOTE    
91282CJZ5 US TREASURY NOTE 48,873 49,844
91282CLF6 US TREASURY NOTE 251,973 246,153
91282CLW9 US TREASURY NOTE 197,211 202,102
9128334Y3 US TREAS SEC STRIPPE 109,911 111,042
11135FCK5 BROADCOM INC 131,665 132,084
12572QAL9 CME GROUP INC 49,467 50,719
172967PL9 VR CITIGROUP INC 156,212 155,339
20826FBJ4 CONOCOPHILLIPS COMPA 140,160 142,626
29444UBU9 EQUINIX INC 116,107 115,332
50540RAZ5 LABORATORY CORP OF 125,996 130,208
65339KBR0 NEXTERA ENERGY CAPIT 121,598 128,750
666807BN1 NORTHROP GRUMMAN COR 95,178 98,717
857477CC5 VR STATE STREET CORP 99,433 103,384
91282CFJ5 US TREASURY NOTE 122,642 122,891
91282CGZ8 US TREASURY NOTE 137,123 138,988
91282CMM0 US TREASURY NOTE 388,426 389,254
91282CNC1 US TREASURY NOTE 128,751 131,076
91282CNT4 US TREASURY NOTE 263,230 261,869
929160AZ2 VULCAN MATERIALS CO 121,224 121,086

TY 2025 InvestmentsOtherSchedule2
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
298706110 EUPAC FUND-F-3 716 AT COST 341,896 440,219
464287481 ISHARES RUSSELL MID- AT COST 198,878 983,777
92837F441 VIRTUS CEREDX M/C VA AT COST 333,258 651,029
14064D873 FULRTHALER BHVR SM C AT COST 388,686 779,374
921910501 VANGUARD INTL GRTH F AT COST 336,205 400,795
36250VAJ1 VR GS MORTGAGE SECUR AT COST 88,219 64,121
95002BAD5 WELLS FARGO COMMERCI AT COST 269,990 237,852
94988A668 AS SPECIAL SM CAP VA AT COST 592,495 527,213
3137BHNM5 FED HOME LN MTG CORP AT COST 11,553 10,717
901165100 TWEEDY BROWNE INTL V AT COST 730,000 768,163
464287200 ISHARES CORE S & P 5 AT COST 3,367,768 9,891,219
779547405 T ROWE PRICE EQUITY AT COST 834,869 1,008,418
94987W828 ALLSPRING LARGE CAP      
922031760 VANGUARD HIGH YIELD AT COST 612,208 604,610
693390841 PIMCO HIGH YIELD FD- AT COST 722,621 629,217
464287465 ISHARES MSCI EAFE ET AT COST 1,085,265 1,495,283
31307FFJ5 FHLMC POOL #J26469 AT COST 9,252 8,765
3137BB4X5 FED HOME LN MTG CORP AT COST 210,188 194,044
693391559 PIMCO EMERG MKTS BD- AT COST 278,870 235,630
00143W859 INV OPP DEVELOP MRKT      
31641Q755 FIDELITY NEW MRKTS I AT COST 263,534 235,292
411512528 HARBOR CAPITAL APPRE AT COST 746,118 2,033,586
74256W584 PRINCIPAL MIDCAP FUN AT COST 818,331 1,330,097
00888Y847 INVESCO BAL RSK COMM AT COST 700,000 641,970
722005667 PIMCO COMMODITY REAL AT COST 400,000 291,976
89155H389 TOUCHSTONE MID CAP V      
31418DP71 FNMA POOL MA4045 2.0 AT COST 57,039 48,997
98163LAD2 WORLD OMNI AUTO RECE      
256219106 DODGE & COX STOCK FU AT COST 2,358,795 2,702,514
04314H600 ARTISAN MID CAP FUND AT COST 600,000 617,926
922042858 VANGUARD FTSE EMERGI AT COST 1,164,618 1,429,855
36265WAE3 GM FINANCIAL SECURIT AT COST 218,145 224,769
08163XAY9 BENCHMARK MORTGAGE AT COST 125,845 130,077
14041NFV8 CAPITAL ONE MULTI-AS AT COST 232,285 247,320
256206103 DODGE & COX INTL STO AT COST 800,000 1,094,142
31418FH67 FNMA POOL #MA5652 AT COST 186,790 189,292
922908512 VANGUARD MID-CAP VAL AT COST 904,525 915,939
02582JKM1 AMERICAN EXPRESS CRE AT COST 176,258 177,831

TY 2025 LegalFeesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 30,000     30,000


TY 2025 OtherDecreasesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Description Amount
CY PURCHASE OF ACCRUED INTEREST 6,507
PY PENDING SALES 41
PY RETURN OF CAPITAL ADJUSTMENT 1,819


TY 2025 OtherExpensesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 1,870 1,870   0


TY 2025 OtherIncreasesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Description Amount
RECOVERY OF GRANTS PAID 35,500
MUTUAL FUND TIMING ADJ 3,466
PY PURCHASE OF ACCRUED INTEREST 1,503
CY PENDING SALES 113
COST BASIS ADJ 267


TY 2025 OtherProfessionalFeesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 20,933     20,933


TY 2025 TaxesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,020 9,020   0
FEDERAL TAX PAYMENT - PRIOR YE 5,065 0   0
FEDERAL ESTIMATES - PRINCIPAL 9,268 0   0
FOREIGN TAXES ON NONQUALIFIED 4,204 4,204   0