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
ALEXANDER AND JANE BOYD TA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1504
  Room/suite
City or town
BUFFALO
State or province
NY
Country  
ZIP or foreign postal code
14240
A Employer identification number

23-2251378
B Telephone number (see instructions)

2393975002
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)$77,215,881J 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) 10,000
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,970,921 1,970,921  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,886,265
b Gross sales price for all assets on line 6a 15,711,733
7 Capital gain net income (from Part IV, line 2)... 3,886,265
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........ 5,867,186 5,857,186  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 129,274 129,274   0
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,300 0 0 2,300
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
94,733 13,999   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)....... Click to see attachment
List of Attached Documents:
// Content
7,032     7,032
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 233,339 143,273 0 9,332
25 Contributions, gifts, grants paid....... 3,356,000 3,356,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,589,339 143,273 0 3,365,332
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,277,847
b Net investment income (if negative, enter -0-) 5,713,913
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............. 173,732    
2 Savings and temporary cash investments......... 786,832 2,072,147 2,072,147
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) 18,531,033
Less: allowance for doubtful accounts 0   Click to see attachment
List of Attached Documents:
// Content
18,531,033 		18,531,033
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)....... 29,654,705 Click to see attachment
List of Attached Documents:
// Content
28,313,519 		49,209,478
c Investments—corporate bonds (attach schedule)....... 3,866,673 Click to see attachment
List of Attached Documents:
// Content
7,327,933 		7,403,223
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
19,478,951 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 53,960,893 56,244,632 77,215,881
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........ 53,960,893 56,244,632
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)..... 53,960,893 56,244,632
30 Total liabilities and net assets/fund balances (see instructions). 53,960,893 56,244,632
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
53,960,893
2
Enter amount from Part I, line 27a .....................
2
2,277,847
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
25,564
4
Add lines 1, 2, and 3 ..........................
4
56,264,304
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
19,672
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
56,244,632
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 129536.29 FEDERATED HERMES ULTRASHORT BD CL R6   2024-04-25 2025-04-09
b 131996.215 FEDERATED HERMES ULTRASHORT BD CL R6   2025-01-02 2025-04-09
c 73531.573 FEDERATED HERMES ULTRASHORT BD CL R6   2025-07-25 2025-12-11
d 41669.179 FEDERATED HERMES ULTRASHORT BD CL R6   2024-04-25 2025-12-11
e 1762. ISHARES S&P 500 GROWTH ETF   2020-11-25 2025-01-02
284. ISHARES S&P 500 GROWTH ETF   2020-11-25 2025-02-21
3769. ISHARES S&P 500 GROWTH ETF   2025-04-09 2025-07-25
3924. ISHARES S&P 500 GROWTH ETF   2020-11-25 2025-07-25
8083. ISHARES S&P 500 GROWTH ETF   2020-11-25 2025-12-11
102. ISHARES S&P 500/BARRA VALUE INDEX FUND   2025-01-02 2025-02-21
358. ISHARES S&P 500/BARRA VALUE INDEX FUND   2025-01-02 2025-07-25
734. ISHARES S&P 500/BARRA VALUE INDEX FUND   2025-04-09 2025-07-25
959. ISHARES S&P 500/BARRA VALUE INDEX FUND   2020-11-25 2025-07-25
4255. ISHARES S&P 500/BARRA VALUE INDEX FUND   2020-11-25 2025-12-11
89. ISHARES RUSSELL 1000 ETF   2025-01-02 2025-02-21
3204. ISHARES RUSSELL 1000 ETF   2023-01-10 2025-02-21
1017. ISHARES RUSSELL 1000 ETF   2025-04-09 2025-07-25
914. ISHARES RUSSELL 2000 INDEX FD   2024-07-31 2025-01-02
4346. ISHARES RUSSELL 2000 INDEX FD   2023-12-15 2025-01-02
227. ISHARES RUSSELL 2000 INDEX FD   2025-02-21 2025-07-25
989. ISHARES RUSSELL 2000 INDEX FD   2023-12-15 2025-07-25
1509. ISHARES RUSSELL 2000 INDEX FD   2023-12-15 2025-12-11
861. ISHARES RUSSELL TOP 200 GROWTH ETF   2023-01-11 2025-01-02
1845. ISHARES RUSSELL TOP 200 GROWTH ETF   2025-02-21 2025-07-25
1477. ISHARES RUSSELL TOP 200 GROWTH ETF   2022-10-07 2025-07-25
3631. ISHARES RUSSELL TOP 200 GROWTH ETF   2019-06-18 2025-12-11
1405. ISHARES CORE MSCI EAFE ETF   2024-09-25 2025-07-25
1919. ISHARES CORE MSCI EAFE ETF   2025-02-21 2025-07-25
1421. ISHARES CORE MSCI EAFE ETF   2025-02-21 2025-12-11
697. ISHARES CORE MSCI EAFE ETF   2024-04-25 2025-12-11
981. ISHARES CORE MSCI EMERGING   2020-11-25 2025-02-21
2741. ISHARES CORE MSCI EMERGING   2020-11-25 2025-07-25
2161. ISHARES CORE MSCI EMERGING   2020-11-25 2025-12-11
1217.13 VANGUARD COMMODITY STRAT FD CL ADM   2025-02-21 2025-04-09
1781.915 VANGUARD COMMODITY STRAT FD CL ADM   2025-07-28 2025-12-11
1069.518 VANGUARD #94 INSTITUTIONAL INDEX   2022-10-07 2025-01-02
670.905 VANGUARD #94 INSTITUTIONAL INDEX   2022-10-07 2025-02-21
437.365 VANGUARD #94 INSTITUTIONAL INDEX   2025-04-09 2025-07-28
877.221 VANGUARD VALUE INDEX FD ADM   2025-01-02 2025-02-21
341.22 VANGUARD VALUE INDEX FD ADM   2025-01-02 2025-07-28
1318.461 VANGUARD VALUE INDEX FD ADM   2025-04-09 2025-07-28
3429.736 VANGUARD VALUE INDEX FD ADM   2023-12-15 2025-07-28
12018.848 VANGUARD VALUE INDEX FD ADM   2023-12-15 2025-12-11
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 1,199,506   1,197,359 2,147
b 1,222,285   1,224,678 -2,393
c 684,579   682,373 2,206
d 387,940   382,523 5,417
e 177,935   107,888 70,047
29,801   17,389 12,412
429,406   315,113 114,293
447,065   240,268 206,797
1,002,349   494,926 507,423
20,166   19,328 838
71,796   67,837 3,959
147,202   123,397 23,805
192,325   120,609 71,716
911,787   535,131 376,656
29,657   28,512 1,145
1,067,647   721,303 346,344
356,224   277,646 78,578
201,236   204,592 -3,356
956,862   860,611 96,251
50,921   50,209 712
221,855   195,846 26,009
388,665   297,938 90,727
200,655   139,334 61,321
471,236   352,892 118,344
377,245   181,483 195,762
1,010,571   335,269 675,302
118,964   108,638 10,326
162,486   145,989 16,497
128,510   108,103 20,407
63,034   49,883 13,151
54,775   58,341 -3,566
168,496   163,011 5,485
146,084   128,518 17,566
31,974   33,824 -1,850
53,600   49,537 4,063
511,069   343,847 167,222
329,052   206,847 122,205
227,290   193,993 33,297
60,344   57,844 2,500
23,923   22,500 1,423
92,437   84,276 8,161
240,459   198,890 41,569
905,500   696,973 208,527
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
      136,820
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       2,147
b       -2,393
c       2,206
d       5,417
e       70,047
      12,412
      114,293
      206,797
      507,423
      838
      3,959
      23,805
      71,716
      376,656
      1,145
      346,344
      78,578
      -3,356
      96,251
      712
      26,009
      90,727
      61,321
      118,344
      195,762
      675,302
      10,326
      16,497
      20,407
      13,151
      -3,566
      5,485
      17,566
      -1,850
      4,063
      167,222
      122,205
      33,297
      2,500
      1,423
      8,161
      41,569
      208,527
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 3,886,265
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 79,423
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 79,423
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 79,423
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 59,108
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 59,108
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
8 369
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 20,684
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 ofM AND T TRUST CO Telephone no. (239) 397-5002

Located atPO BOX 1504BUFFALONY ZIP+414240
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
M&T BANK CO-TRUSTEE
1 		110,074    
PO BOX 1504
BUFFALO,NY14240
JOSEPH A MACRI DIRECTOR
1 		19,200    
488 S MEADOW LAKE
HUMMELSTOWN,PA17036
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
73,083,268
b
Average of monthly cash balances.......................
1b
1,615,091
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
74,698,359
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
74,698,359
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,120,475
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
73,577,884
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,678,894
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
3,678,894
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
79,423
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
79,423
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,599,471
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,599,471
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
3,599,471
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
3,365,332
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
3,365,332
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 3,599,471
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 3,354,094
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: $ 3,365,332
a Applied to 2024, but not more than line 2a 3,354,094
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..... 11,238
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 .......... 		3,588,233
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 e-mail address of the person to whom applications should be addressed:
BOYD FOUNDATION CO UNION DEPOSIT
750 EAST PARK DRIVE ATTN PATRICK N
HARRISBURG,PA17111
(717) 571-7172
alexanderandjaneboydfdn@gmail.com
bThe form in which applications should be submitted and information and materials they should include:
REQUESTS MUST BE SUBMITTED BY USING THE BOYD FOUNDATION'S GRANT REQUEST APPLICATION
cAny submission deadlines:
SEPTEMBER 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE BOYD FOUNDATION'S GEOGRAPHICAL PREFERENCE IS TO SERVE THE FOLLOWING AREAS: THE CITY OF HARRISBURG AND THE SURROUNDING TOWNSHIPS OF LOWER PAXTON, SWATARA & SUSQUEHANNA
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

BETHESDA MISSION

P O BOX 3041
HARRISBURG,PA17105 		NONE   GENERAL SUPPORT 50,000

FAIR HOUSING COUNCIL

2100 N 6TH ST
Harrisburg,PA17110 		NONE   GENERAL SUPPORT 15,000

DOWNTOWN DAILY BREAD

310 NORTH THIRD STREET
HARRISBURG,PA17101 		NONE   GENERAL SUPPORT 100,000

CONTACT HELPLINE

900 S ARLINGTON AVE 150
Harrisburg,PA17109 		NONE   GENERAL SUPPORT 20,000

HEREDITARY DISEASE FOUNDATION

3960 BROADWAY 6TH FLOOR
NEW YORK,NY10032 		NONE   GENERAL SUPPORT 100,000

THE NATIVITY SCHOOL OF HARRISBURG

2135 N 6TH STREET 2ND FLOOR
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 100,000

THE SALVATION ARMY HARRISBURG

1122 GREEN ST
HARRISBURG,PA17102 		NONE   GENERAL SUPPORT 125,000

CENTRAL PENNSYLVANIA FOOD BANK
C/O JOSEPH S ARTHUR EX DIR
3908 COREY ROAD
HARRISBURG,PA171095929 		NONE   GENERAL SUPPORT 148,000

HARRISBURG ACADEMY

10 ERFORD RD
Lemoyne,PA17043 		NONE   GENERAL SUPPORT 50,000

CAPITAL REGION LITERACY COUNCIL

225 HUMMEL AVE REAR
Lemoyne,PA17043 		NONE   GENERAL SUPPORT 20,000

ST STEPHEN'S SCHOOL

215 NORTH FRONT ST
HARRISBURG,PA17101 		NONE   GENERAL SUPPORT 100,000

WOODBERRY FOREST SCHOOL

402 WOODBERRY STATION
WOODBERRY FOREST,VA22969 		NONE   GENERAL SUPPORT 25,000

THE HILL SCHOOL

717 EAST HIGH STREET
POTTSTOWN,PA19464 		NONE   GENERAL SUPPORT 25,000

BOYS AND GIRLS CLUB OF HARRISBURG

1227 BERRY HILL ST
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 25,000

HISTORICAL SOCIETY OF DAUPHIN COU N

219 SOUTH FRONT STREET
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 40,000

CHRIST LUTHERAN CHURCH
HEALTH MINISTRIES
124 SOUTH 13TH STREET
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 20,000

CHRISTIAN RECOVERY AFTERCARE MINISTRY

509 DIVISION ST
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 5,000

BATES COLLEGE

2 ANDREWS ROAD
LEWISTON,ME04240 		NONE   GENERAL SUPPORT 7,500

LEBANON VALLEY COLLEGE

101 COLLEGE AVE
ANNVILLE,PA17003 		NONE   GENERAL SUPPORT 50,000

YMCA CAMP CURTIN

2135 N 6TH STREET
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 50,000

CATHEDRAL PARISH OF SAINT PATRICK

212 STATE STREET
HARRISBURG,PA17101 		NONE   GENERAL SUPPORT 20,000

NATIONAL MS CENTRAL PA RESEARCH

2000 LINGLESTOWN RD 201
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 10,000

Villanova University
CO Mr Stephen Grourke
800 E LANCASTER AVE
Villanova,PA19085 		NONE   GENERAL SUPPORT 50,000

BEACON CLINIC FOR HEALTH & HOPE

248 SENECA ST
Harrisburg,PA17110 		NONE   GENERAL SUPPORT 47,500

HOOD COLLEGE

401 ROSEMONT AVENUE
Frederick,MD21701 		NONE   GENERAL SUPPORT 20,000

UNIVERSITY OF NOTRE DAME

220 MAIN BUILDING
Notre Dame,IN46556 		NONE   GENERAL SUPPORT 50,000

CHRISTIAN CHURCHES UNITED

413 SOUTH 19TH STREET
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 85,000

ART ASSOCIATION OF HARRISBURG

413 S 19TH ST
Harrisburg,PA17104 		NONE   GENERAL SUPPORT 25,000

AMIRACLE4SURE INC

1735 STATE ST
Harrisburg,PA17103 		NONE   GENERAL SUPPORT 30,000

CENTRAL PA YOUTH BALLET

5 NORTH ORANGE STREET
CARLISLE,PA17013 		NONE   GENERAL SUPPORT 5,000

CENTRAL PENN COLLEGE FDN

600 VALLEY ROAD
SUMMERDALE,PA17093 		NONE   GENERAL SUPPORT 20,000

BIG BROTHERS BIG SISTERS OF
CAPTIAL REGION
1519 N 3RD STREET
HARRISBURG,PA17102 		NONE   GENERAL SUPPORT 30,000

TRINITY HIGH SCHOOL

3601 SIMPSON FERRY RD
CAMP HILL,PA17011 		NONE   GENERAL SUPPORT 75,000

BRETHREN HOUSING ASSOCIATION

219 HUMMEL STREET
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 20,000

ELIZABETHTOWN COLLEGE

1 ALPHA DR
Elizabethtown,PA17022 		NONE   GENERAL SUPPORT 20,000

YMCA GREATER HARRISBURG

1101 MARKET STREET
HARRISBURG,PA17103 		NONE   GENERAL SUPPORT 50,000

WILDHEART MINISTRIES

333 SOUTH 13TH STREET
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 10,000

WHITAKER CENTER

222 MARKET STREET
HARRISBURG,PA17101 		NONE   GENERAL SUPPORT 10,000

VETERANS OUTREACH OF PA

PO BOX 6127
HARRISBURG,PA17112 		NONE   GENERAL SUPPORT 65,000

UPMC

1500 HIGHLANDS DRIVE
LITITZ,PA17543 		NONE   GENERAL SUPPORT 25,000

UNITED WAY OF THE CAPITAL REGION

2235 MILLENNIUM WAY
ENOLA,PA17025 		NONE   GENERAL SUPPORT 25,000

TRI-CTY OPPORT INDUS CENTER INC

1369 BROADWAY STE 2
New York,NY10018 		NONE   GENERAL SUPPORT 10,000

THEATRE HARRISBURG

513 HURLOCK STREET
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 5,000

RUTHERFORD FIRE COMPANY

6600 DERRY STREET
HARRISBURG,PA17111 		NONE   GENERAL SUPPORT 30,000

STATE STREET ACADEMY

1110 STATE STREET
BAY CITY,MI48706 		NONE   GENERAL SUPPORT 50,000

ST FRANCIS OF ASSISI

136 SAXER AVENUE
SPRINGFIELD,PA19064 		NONE   GENERAL SUPPORT 30,000

PENN STATE HARRISBURG

777 WEST HARRISBURG PIKE
MIDDLETOWN,PA17057 		NONE   GENERAL SUPPORT 125,000

NATIONAL CIVIL WAR MUSEUM

1 LINCOLN CIRCLE
HARRISBURG,PA17103 		NONE   GENERAL SUPPORT 5,000

MIDWEST FOOD BANK PA

2700 COMMERCE DRIVE
MIDDLETOWN,PA17057 		NONE   GENERAL SUPPORT 98,000

MESSIAH UNIVERSITY

ONE COLLEGE AVE
Mechanicsburg,PA17055 		NONE   GENERAL SUPPORT 50,000

PAXTONIA FIRE COMPANY

125 SOUTH JOHNSON STREET
HARRISBURG,PA17112 		NONE   GENERAL SUPPORT 30,000

HOSPICE OF CENTRAL PA

1320 LINGLESTOWN ROAD
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 10,000

HARRISBURG AREA RIVERBOAT SOCIETY

107 NORTH FRONT STREET
HARRISBURG,PA17101 		NONE   GENERAL SUPPORT 5,000

HAMILTON HEALTH CENTER

110 SOUTH 17TH STREET
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 100,000

GIRL SCOUTS IN THE HEART OF PA

350 HALE AVE
Harrisburg,PA17104 		NONE   GENERAL SUPPORT 25,000

FOUNTAIN COMMUNITY OUTREACH

941 LONG STREET
FOUNTAIN HILL,PA18015 		NONE   GENERAL SUPPORT 10,000

DAUPHIN COUNTY LIBRARY SYSTEM

101 WALNUT STREET
HARRISBURG,PA17102 		NONE   GENERAL SUPPORT 20,000

COMMUNITIES IN SCHOOLS OF PA

234 STATE STREET
HARRISBURG,PA17101 		NONE   GENERAL SUPPORT 20,000

ST JOAN OF ARC SCHOOL

101 EVANS ROAD
MARLTON,NJ08053 		NONE   GENERAL SUPPORT 25,000

ST MARGARET MARY SCHOOL

2826 HERR STREET
HARRISBURG,PA17103 		NONE   GENERAL SUPPORT 50,000

ROBERT JACKSON VETERANS CENTER

316 CARLISLE STREET
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 5,000

PEACE PROMISE

1120 RANGE ROAD
YORK,PA17406 		NONE   GENERAL SUPPORT 5,000

PAXTON PRESBYTERIAN CHURCH

3500 SHARON STREET
HARRISBURG,PA17111 		NONE   GENERAL SUPPORT 10,000

GREENLIGHT OPERATION

PO BOX 229
LEMOYNE,PA17043 		NONE   GENERAL SUPPORT 10,000

COMMUNITY AID

2001 SPRINGWOOD ROAD
YORK,PA17403 		NONE   GENERAL SUPPORT 25,000

COLONIAL PARK FIRE COMPANY

433 SOUTH HOUCKS ROAD
HARRISBURG,PA17109 		NONE   GENERAL SUPPORT 30,000

LINGLESTOWN FIRE COMPANY

5901 LINGLESTOWN ROAD
HARRISBURG,PA17112 		NONE   GENERAL SUPPORT 30,000

PENBROOK FIRE COMPANY

134 SOUTH 28TH STREET
HARRISBURG,PA17103 		NONE   GENERAL SUPPORT 30,000

PROGRESS FIRE COMPANY

3440 MAPLE STREET
HARRISBURG,PA17109 		NONE   GENERAL SUPPORT 30,000

SUSQUEHANNA ART MUSEUM

1401 NORTH 3RD STREET
HARRISBURG,PA17102 		NONE   GENERAL SUPPORT 5,000

SUSQUEHANNA TOWNSHIP RESCUE FIRE CO

1900 LINGLESTOWN ROAD
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 30,000

SUSQUEHANNA TOWNSHIP SCHOOL DISTRICT

2579 INTERSTATE DRIVE
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 50,000

SUSQUEHANNA TOWNSHIP SCHOOL DISTRICT
BASEBALL BOOSTERS
2579 INTERSTATE DRIVE
HARRISBURG,PA17110 		NONE   GENERAL SUPPORT 3,000

SWATARA TOWNSHIP

599 EISENHOWER BLVD
HARRISBURG,PA17111 		NONE   GENERAL SUPPORT 30,000

CENTRAL DAUPHIN SCHOOL DISTRICT

600 RUTHERFORD RD
Harrisburg,PA17109 		NONE   GENERAL SUPPORT 100,000

BREAKING THE CHAINZ

2134 N 6TH ST
Harrisburg,PA17110 		NONE   GENERAL SUPPORT 80,000

COMMUNITY CHECK-UP CENTER

38C HALL MANOR
Harrisburg,PA17104 		NONE   GENERAL SUPPORT 20,000

BISHOP MCDEVITT HIGH SCHOOL

1 CRUSADER WAY
HARRISBURG,PA17111 		NONE   GENERAL SUPPORT 75,000

HOME FOR THE FRIENDLESS

1901 N 5TH STREET
HARRISBURG,PA17102 		NONE   GENERAL SUPPORT 10,000

ST CATHERINE LABOURE PARISH SCHOOL

4000 DERRY STREET
HARRISBUG,PA17111 		NONE   GENERAL SUPPORT 50,000

PAXTON MINISTRIES

2001 PAXTON STREET
HARRISBURG,PA17111 		NONE   GENERAL SUPPORT 20,000

PENN STATE COLLEGE OF MEDICINE

700 HMC CRESCENT ROAD
Hershey,PA17033 		NONE   GENERAL SUPPORT 40,000

HARRISBURG UNIVERSITY

326 MARKET ST
Harrisburg,PA17101 		NONE   GENERAL SUPPORT 25,000

COVENANT COMMUNITY CORPORATION

PO BOX 5541
Harrisburg,PA17110 		NONE   GENERAL SUPPORT 45,000

HARRISBURG CATHOLIC ELEMENTARY

555 S 25TH ST
Harrisburg,PA17104 		NONE   GENERAL SUPPORT 45,000

MAKE-A-WISH

707 GRANT ST 37TH FL
Pittsburgh,PA15219 		NONE   GENERAL SUPPORT 12,000

VICKIE'S ANGEL FOUNDATION

511 BRIDGE ST
New Cumberland,PA17070 		NONE   GENERAL SUPPORT 10,000

ALLISON HILL COMMUNITY MINISTRY

1508 DERRY ST
HARRISBURG,PA17104 		NONE   GENERAL SUPPORT 65,000
Total ................................. 3a 3,356,000
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 1,970,921  
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 3,886,265  
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) ..   5,857,186  
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,857,186
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ALEXANDER AND JANE BOYD TA FOUNDATION
 
Employer identification number

23-2251378
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
ALEXANDER AND JANE BOYD TA FOUNDATION
  		Employer identification number
23-2251378
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LEROY ZIMMERMAN
4525 CUSTER TERRACE
 
HARRISBURG, PA17110

$ 10,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ALEXANDER AND JANE BOYD TA FOUNDATION
  		Employer identification number

23-2251378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ALEXANDER AND JANE BOYD TA FOUNDATION
  		Employer identification number

23-2251378
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 InvestmentsCorpBondsSchedule
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Name of Bond End of Year Book Value End of Year Fair Market Value
31428Q713 FEDERATED HERMES ULT 2,286,791 2,326,095
921937835 VANGUARD TOTAL BOND 5,041,142 5,077,128

TY 2025 InvestmentsCorpStockSchedule
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Name of Stock End of Year Book Value End of Year Fair Market Value
464287309 ISHARES S&P 500 GROW 935,024 1,907,079
464287408 ISHARES S&P 500 VALU 1,143,583 1,928,353
464287622 ISHARES RUSSELL 1000 8,774,362 15,125,067
464289438 ISHARES RUSSELL TOP 588,495 1,903,409
46432F842 ISHARES CORE MSCI EA 3,381,100 4,431,580
46434G103 ISHARES CORE MSCI EM 1,333,390 1,723,655
922040100 VANGUARD INSTITUTION 6,895,739 15,010,675
922908678 VANGUARD VALUE INDEX 828,734 1,938,606
464287655 ISHARES RUSSELL 2000 2,320,175 3,070,600
46434V647 ISHARES GLOBAL REIT 1,113,756 1,157,056
921939708 VANGUARD COMMODITY S 999,161 1,013,398

TY 2025 LegalFeesSchedule
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 2,300     2,300


TY 2025 OtherAssetsSchedule
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ND5515694 SUSAN A HATFIELD PRO 8,944,805 0 0
ND5515702 EPD LP PROMISSORY NO 429,535 0 0
ND5515710 BLUE MOUNTAIN NORTH 110,531 0 0
ND5515728 BLUE MOUNTAIN SW PRO 76,181 0 0
ND5515736 BONNYMEADS EPD PROM 6,133,401 0 0
ND5515744 BONNYMEADS RTR PROM 742,052 0 0
ND5515751 OAKHURST EAST LP PRO 128,927 0 0
ND5515769 SPORTSMANS LP PROM N 310,326 0 0
ND5515777 UD INNS LP PROM NT 4 2,603,193 0 0


TY 2025 OtherDecreasesSchedule
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Description Amount
2025 TRANSACTIONS POSTED IN 2026 19,672


TY 2025 OtherExpensesSchedule
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE MISC EXPENSE 7,032 0   7,032


TY 2025 OtherIncreasesSchedule
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Description Amount
2024 TRANSACTIONS POSTED IN 2025 25,564


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

TY 2025 OtherNotesLoansRcvblLongSch
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
ND5515694 SUSAN A HATFIELD PROM 4 0 NONE 12,191,286 8,509,519 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    
ND5515702 EPD LP PROMISSORY NOTE 4 NONE 619,233 408,591 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    
ND5515710 BLUE MOUNTAIN NORTH PRM 4 NONE 133,348 105,152 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    
ND5515728 BLUE MOUNTAIN SW PROM 4 0 NONE 90,878 72,515 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    
ND5515736 BONNYMEADS EPD PROM NT 4 NONE 7,399,522 5,834,927 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    
ND5515744 BONNYMEADS RTR PROM NT 4 NONE 895,234 705,940 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    
ND5515751 OAKHURST EAST LP PROM 4 0 NONE 155,541 122,653 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    
ND5515769 SPORTSMANS LP PROM NT 4 0 NONE 374,386 295,224 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    
ND5515777 UD INNS LP PROM NT 4 00 NONE 3,140,571 2,476,512 2014-12 2040-01 INT 4/1/15-1/1/20 QTRLY. P&I 1/1/21-1/1/40 ANNUALL 4.000 %   ORIG MR. BOYD'S ESTATE TO FDN. SALES/PURCH RE, LP    

TY 2025 SubstantialContributorsSch
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Name Address
LEROY ZIMMERMAN 4525 CUSTER TERRACE
HARRISBURG,PA17110


TY 2025 TaxesSchedule
Name:
ALEXANDER AND JANE BOYD TA FOUNDATION
EIN:
23-2251378
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 21,626 0   0
ESTIMATED TAX PAYMENTS 59,108 0   0
FOREIGN TAXES ON QUALIFIED FOR 10,401 10,401   0
FOREIGN TAXES ON NONQUALIFIED 3,598 3,598   0