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
THE KOOKEN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 227 W FIFTH STREET 1
  Room/suite
City or town
WINSTONSALEM
State or province
NC
Country  
ZIP or foreign postal code
27101
A Employer identification number

91-1938062
B Telephone number (see instructions)

3364078226
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)$995,084J 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) 250,000
2 Check .................
3 Interest on savings and temporary cash investments 879 879  
4 Dividends and interest from securities... 19,324 19,324  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
99,730
b Gross sales price for all assets on line 6a 810,028
7 Capital gain net income (from Part IV, line 2)... 96,583
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 369,933 116,786  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,930 1,930    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
823 823    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 340      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,683 7,683    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,776 10,436   0
25 Contributions, gifts, grants paid....... 37,000 37,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 47,776 10,436   37,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 322,157
b Net investment income (if negative, enter -0-) 106,350
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 186 6,604 6,604
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
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).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 674,978 Click to see attachment
List of Attached Documents:
// Content
989,670 		988,337
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
239 		Click to see attachment
List of Attached Documents:
// Content
143 		Click to see attachment
List of Attached Documents:
// Content
143
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 675,403 996,417 995,084
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 675,403 996,417
29 Total net assets or fund balances (see instructions)..... 675,403 996,417
30 Total liabilities and net assets/fund balances (see instructions). 675,403 996,417
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
675,403
2
Enter amount from Part I, line 27a .....................
2
322,157
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
997,560
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,143
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
996,417
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 AMERICAN CENTURY GROWTH FUND P 2024-12-18 2025-11-10
b EATON VANCE INCOME FUND OF BOSTON I P 2016-04-05 2025-05-13
c MFS MID CAP GROWTH FUND CL R6 P 2022-04-12 2025-11-10
d VIRTUS CEREDEX MID CAP VALUE EQTY I P 2018-01-28 2025-05-13
e AMERICAN CENTURY GROWTH FUND CL I P 2016-12-21 2025-05-13
EATON VANCE INCOME FUND OF BOSTON R6 P 2016-04-05 2025-11-10
MFS VALUE FUND CL I P 2017-09-13 2025-05-13
VIRTUS CEREDEX MID CAP VALUE EQUITY P 2024-12-19 2025-11-10
AMERICAN CENTURY GROWTH FUND CL Y P 2016-12-21 2025-11-10
EMBARK COMMODITY STRATEGY FUND P 2025-01-02 2025-11-10
MFS VALUE FUND CL R6 P 2017-09-13 2025-11-10
VIRTUS CEREDEX MID CAPL VAL EQTY R6 P 2018-12-18 2025-11-10
AMERICAN EUPAC F3 P 2025-01-02 2025-11-10
EMBARK COMMODITY STRATEGY FUND P 2024-07-26 2025-11-10
NYLI WINSLOW LARGE CAP GROWTH P 2022-04-12 2025-11-10
AMERICAN EUPAC F3 P 2024-04-15 2025-11-10
FIRST TR EXCHANGE TRADED FUND VI P 2025-11-10 2025-12-08
PIMCO COMMODITIES PLUS STRATEGY P 2025-01-02 2025-11-10
BARON EMERGING MARKETS FUND P 2025-01-02 2025-11-10
GOLDMAN SACHS FINL SQUARE TREAS P 2024-07-29 2025-01-10
PIMCO COMMODITIES PLUS STRATEGY P 2022-07-26 2025-11-10
BARON EMERGING MARKETS FUND P 2021-08-03 2025-11-10
GOLDMAN SACHS FINL SQUARE TREAS P 2024-07-29 2025-11-12
PIMCO TOTAL RETURN P 2025-01-02 2025-11-10
BARON SMALL CAP FUND P 2024-12-18 2025-11-10
HOME DEPOT INC P 2025-11-10 2025-11-24
PIMCO TOTAL RETURN P 2019-07-29 2025-11-10
BARON SMALL CAP FUND P 2018-11-30 2025-11-10
HONEYWELL INTERNATIONAL INC P 2025-11-10 2025-11-18
S&P GLOBAL INC P 2025-11-10 2025-11-24
CAUSEWAY INTERNATIONAL VALUE P 2024-12-23 2025-11-10
INVESCO DEVELOPING MARKETS R6 P 2021-08-03 2025-11-10
T ROWE PRICE OVERSEAS STOCK P 2024-12-16 2025-11-10
CAUSEWAY INTERNATIONAL VALUE P 2024-04-15 2025-11-10
INVESCO DEVELOPING MARKETS Y P 2021-08-03 2025-05-13
T ROWE PRICE OVERSEAS STOCK FUND P 2020-06-16 2025-05-13
CONSUMER DISCRETIONARY SELECT P 2025-11-10 2025-11-18
JPMORGAN CORE BOND FUND CL I P 2025-01-02 2025-11-10
T ROWE PRICE OVERSEAS STOCK I CL P 2020-06-16 2025-11-10
DODGE & COX STOCK FUND P 2021-08-03 2025-11-10
JPMORGAN CORE BOND FUND CL I P 2016-04-05 2025-11-10
VICTORY SYCAMORE SMALL CO OPP R6 P 2016-09-01 2025-11-10
DODGE & COX STOCK FUND CL I P 2025-01-02 2025-11-10
MFS MID CAP GROWTH FUND P 2024-12-11 2025-11-10
VICTORY SYCAMORE SMALL COMPANY OPP P 2025-01-02 2025-11-10
EATON VANCE INCOME FUND OF BOSTON P 2025-01-02 2025-11-10
MFS MID CAP GROWTH FUND CL I P 2022-04-12 2025-05-13
VICTORY SYCAMORE SMALL COMPANY OPP I P 2016-09-01 2025-05-13
(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 4,491   2,552 1,939
b 105   107 -2
c 35,588   31,372 4,216
d 180   188 -8
e 348   239 109
21,185   21,318 -133
527   487 40
3,097   2,843 254
80,390   45,960 34,430
2,744   2,477 267
101,127   89,690 11,437
39,275   36,275 3,000
1,086   931 155
23,035   20,086 2,949
51,024   39,435 11,589
14,790   12,746 2,044
2,372   2,353 19
616   691 -75
223   207 16
1,724   1,724  
12,554   14,112 -1,558
34,256   32,004 2,252
3,835   3,835  
870   971 -101
2,427   2,480 -53
5,072   5,498 -426
28,012   31,348 -3,336
19,753   20,153 -400
5,574   5,654 -80
7,382   7,349 33
1,611   1,276 335
39,605   39,472 133
1,500   1,062 438
17,260   13,736 3,524
170   198 -28
288   232 56
5,185   5,491 -306
2,336   2,517 -181
63,940   45,486 18,454
31,542   27,433 4,109
83,478   90,081 -6,603
26,147   25,308 839
2,370   2,058 312
2,451   2,162 289
2,190   2,115 75
918   924 -6
183   166 17
132   136 -4
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       1,939
b       -2
c       4,216
d       -8
e       109
      -133
      40
      254
      34,430
      267
      11,437
      3,000
      155
      2,949
      11,589
      2,044
      19
      -75
      16
       
      -1,558
      2,252
       
      -101
      -53
      -426
      -3,336
      -400
      -80
      33
      335
      133
      438
      3,524
      -28
      56
      -306
      -181
      18,454
      4,109
      -6,603
      839
      312
      289
      75
      -6
      17
      -4
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 96,583
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 2,904
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 1,478
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,478
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,478
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 720
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 720
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 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 759
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 tax   Refunded 11  
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)
NC
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 addressN/A
14
The books are in care ofKEITH R KOOKEN Telephone no. (336) 407-8226

Located at227 W FIFTH STREET 1WINSTONSALEMNC 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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
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
 
 
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
KEITH R KOOKEN PRESIDENT/DI
000.00 		0 0 0
227 W FIFTH STREET 1
WINSTONSALEM,NC27101
RUTH D KOOKEN SEC-TREAS/DI
000.00 		0 0 0
227 W FIFTH STREET 1
WINSTONSALEM,NC27101
KEVIN L KOOKEN VICE PRES/DI
000.00 		0 0 0
217 S AVALON ROAD
WINSTONSALEM,NC27104
KATHERINE K CARR DIRECTOR
000.00 		0 0 0
532 OAKLAWN AVENUE
WINSTONSALEM,NC27104
KELLY K HANE DIRECTOR
000.00 		0 0 0
1305 PINEMONT DRIVE
COLUMBIA,SC29206
KARA KOOKEN DIRECTOR
000.00 		0 0 0
1505 HALIFAX ROAD
CHAPEL HILL,NC27514
DREIER CARR DIRECTOR
000.00 		0 0 0
UNIT 7700 BOX 148
DPO,AE092900148
ANNA MARIE CARR-REINHARD DIRECTOR
000.00 		0 0 0
728 QUARTERSTAFF ROAD
WINSTONSALEM,NC27104
GRACE KOOKEN DIRECTOR
000.00 		0 0 0
2371 FORSYTH COURT APT D
WINSTONSALEM,NC27103
SPEIGHT CARR DIRECTOR
000.00 		0 0 0
329 HOYT STREET
BROOKLYN,NY11231
NICHOLE CARR DIRECTOR
000.00 		0 0 0
UNIT 7700 BOX 148
DPO,AE092900148
BANKS KOOKEN DIRECTOR
000.00 		0 0 0
1213 SPRUCE STREET
INDIANAPOLIS,IN46203
MARIA KOOKEN DIRECTOR
000.00 		0 0 0
1213 SPRUCE STREET
INDIANAPOLIS,IN46203
DAVID CARR DIRECTOR
000.00 		0 0 0
532 OAKLAWN AVENUE
WINSTONSALEM,NC27104
ROBERT REINHARD DIRECTOR
000.00 		0 0 0
728 QUARTERSTAFF ROAD
WINSTONSALEM,NC27104
ELIZA CARR DIRECTOR
000.00 		0 0 0
329 HOYT STREET
BROOKLYN,NY11231
DAVID HANE DIRECTOR
000.00 		0 0 0
1305 PINEMONT DRIVE
COLUMBIA,SC29206
KEITT HANE DIRECTOR
000.00 		0 0 0
1305 PINEMONT DRIVE
COLUMBIA,SC29206
PORTER HANE DIRECTOR
000.00 		0 0 0
1305 PINEMONT DRIVE
COLUMBIA,SC29206
ELLEN COCHRAN DIRECTOR
000.00 		0 0 0
1505 HALIFAX ROAD
CHAPEL HILL,NC27514
FRANCES COCHRAN DIRECTOR
000.00 		0 0 0
1505 HALIFAX ROAD
CHAPEL HILL,NC27514
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...................  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
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
751,079
b
Average of monthly cash balances.......................
1b
63,541
c
Fair market value of all other assets (see instructions)................
1c
143
d
Total (add lines 1a, 1b, and 1c).......................
1d
814,763
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
814,763
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,221
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
802,542
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
40,127
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
40,127
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,478
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,478
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
38,649
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
38,649
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
38,649
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
37,000
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
37,000
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 38,649
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 2,816
e From 2024...... 7,467
f Total of lines 3a through e ........ 10,283
4Qualifying distributions for 2025 from Part
XI, line 4: $ 37,000
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 37,000
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025. 1,649 1,649
(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 8,634
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		8,634
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 1,167
d Excess from 2024 .... 7,467
e Excess from 2025 ....  
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:
RUTH D KOOKEN
227 W FIFTH STREET 1
WINSTONSALEM,NC27101
(336) 407-8236
RUTHKOOKEN36@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
A LETTER OF REQUEST SHOULD BE SUBMITTED STATING THE NEED FOR THE GRANT AND THE PURPOSES FOR WHICH GRANTED FUNDS WILL BE USED.
cAny submission deadlines:
APPLICATIONS MAY BE MADE AT ANY TIME DURING THE YEAR, BUT MUST BE SUBMITTED AT LEAST THREE DAYS BEFO
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS.
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

AUGSBURG LUTHERAN CHURCH

845 W 5TH STREET
WINSTONSALEM,NC27101 		N/A   TO HELP FUND CHURCH ORGAN REPAIRS 5,000

ARTS FOR LIFE

7 BEAVERDAM ROAD
SUITE 207
ASHEVILLE,NC28804 		NA   TO SUPPORT GENERAL OPERATIONS 2,000

HEART MATH TUTORING

P O BOX 30623
CHARLOTTE,NC28230 		N/A   TO SUPPORT GENERAL OPERATIONS 2,000

CANCER SERVICES

3175 MAPLEWOOD AVENUE
WINSTONSALEM,NC27103 		N/A   TO SUPPORT GENERAL OPERATIONS 2,000

FORSYTH JAIL & PRISON MINISTRIES

P O BOX 11082
WINSTONSALEM,NC27116 		N/A   TO SUPPORT GENERAL OPERATIONS 1,000

THE DWELLING

502 N BROAD STREET
WINSTONSALEM,NC27101 		N/A   TO SPONSOR LEADERSHIP WINSTON-SALEM 3,000

PIVOT MINISTRY INC

501 MILLER STREET
WINSTONSALEM,NC27103 		N/A   TO HELP PURCHASE STAFF IT HARDWARE 4,000

WUSC-FM RADIO

1600 HAMPTON STREET
SUITE 736
COLUMBIA,SC29208 		N/A   FOR PUBLIC RADIO GENERAL OPERATIONS 2,000

MUSICAL EMPOWERMENT

P O BOX 51402
DURHAM,NC27717 		N/A   TO SUPPORT GENERAL OPERATIONS 3,000

GOODWILL INDUSTRIES OF
NORTHWEST NORTH CAROLINA
2701 UNIVERSITY PARKWAY
WINSTONSALEM,NC27105 		N/A   TO SUPPORT PROF CENTER PROGRAM 3,000

SAWTOOTH SCHOOL FOR VISUAL ARTS

251 N SPRUCE STREET
WINSTONSALEM,NC27101 		N/A   FOR INTERGENERATIONAL CENTER SR SVCS 2,000

PBS NORTH CAROLINA

10 UNC-TV DRIVE
P O BOX 14900
RESEARCH TRIANGLE PARK,NC277094900 		N/A   TO SUPPORT GENERAL OPERATIONS 2,000

FRIENDS OF THE SMOKIES

P O BOX 3179
ASHEVILLE,NC28802 		N/A   TO SUPPORT GENERAL OPERATIONS 2,000

LUTHERAN DISASTER RESPONSE
OF THE CAROLINAS
1988 LUTHERAN SYNOD DRIVE
SALISBURY,NC28144 		N/A   FOR HURRICANE HELENE RELIEF WEST NC 3,000

ORANGE COUNTY COMMUNITY
GIVING FUND
P O BOX 8181
HILLSBOROUGH,NC27278 		N/A   FOR TROPICAL STORM CHANTAL RELIEF 1,000
Total ................................. 3a 37,000
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 ........... 		    14 879  
4 Dividends and interest from securities ....     14 19,324  
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 ............ 		    14 99,730  
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) ..   119,933  
13Total. Add line 12, columns (b), (d), and (e)..................
13
119,933
(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:
THE KOOKEN FAMILY FOUNDATION
EIN:
91-1938062
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 1,930 1,930    

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

TY 2025 GainLossSaleOtherAssetsSch
Name:
THE KOOKEN FAMILY FOUNDATION
EIN:
91-1938062
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
INVESCO DEVELOPING MARKETS 2024-12 PURCHASE 2025-11   101 100     1  
MFS VALUE FUND 2025-01 PURCHASE 2025-11   9,408 8,337     1,071  
NYLI WINSLOW LARGE CAP GROWTH CL I 2024-12 PURCHASE 2025-11   8,998 6,923     2,075  

TY 2025 InvestmentsOtherSchedule2
Name:
THE KOOKEN FAMILY FOUNDATION
EIN:
91-1938062
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCENTURE PLC FMV 7,501 8,317
ALGER FOCUS EQUITY FUND FMV 78,076 71,797
ALPHABET INC FMV 9,235 10,023
AMAZON COM INC FMV 9,462 9,694
AMERICAN CENTURY GROWTH FUND FMV    
AMERICAN FUNDS EUROPACIFIC GROWTH FMV    
AMGEN INC FMV 5,516 5,606
APPLE INC FMV 7,569 7,612
AUTOMATIC DATA PROCESSING INC FMV 5,566 5,659
AVANTIS INTERNATIONAL EQUITY ETF FMV 19,752 20,320
AVANTIS US LARGE CAP VALUE ETF FMV 76,020 78,641
BARON EMERGING MARKETS FMV    
BARON SMALL CAP FUND FMV    
BLACKROCK STRATEGIC INC OPP PORT FMV 93,151 92,868
BROADCOM INC FMV 7,542 7,282
CAPITAL GROUP FIXED INCOME ETF FMV 139,143 138,777
CAPITAL GROUP GLOBAL GROWTH EQUITY FMV 74,238 74,017
CAUSEWAY INTL VALUE FUND FMV    
CONSTELLATION ENERGY CORP FMV 7,558 7,426
DELAWARE GROUP EQUITY FUND FMV    
DODGE & COX STOCK FUND FMV    
EATON VANCE INCOME FUND BOSTON FMV    
ECOLAB INC FMV 5,672 5,775
ELI LILLY & CO FMV 7,756 8,610
FIRST TR EX TRADED FD VI NASDAQ TECH FMV 72,513 71,634
GE AEROSPACE COM FMV 5,634 5,545
GENERAL DYNAMICS FMV 5,566 5,387
GOLDMAN SACH GROUP INC FMV 8,795 9,712
GOLDMAN SACHS FINL SQUARE TREAS FMV    
GQG PARTNERS EMERG MKTS EQUITY FMV 29,825 29,199
HARBOR II EMBARK COMM STRATEGY FMV    
INVESCO DEVELOPING MARKETS FUND FMV    
JANUS DETROIT STR TR HENDERSON FMV 68,804 68,778
JOHNSON & JOHNSON FMV 5,645 6,248
JPMORGAN CORE BOND FUND FMV    
LOCORR MACRO STRATAGIES FUND FMV 35,117 34,272
META PLATFORMS INC FMV 11,908 12,552
MFS MID CAP GROWTH FUND FMV    
MFS SER TR I VALUE FUND FMV    
MICRON TECHNOLOGY INC FMV 5,578 6,279
MICROSOFT CORP FMV 9,096 8,722
MONDELEZ INTERNATIONAL INC FMV 6,526 6,244
NEXTERA ENERGY INC FMV 5,633 5,335
NOMURA ETF TR FOCSD EMEG MKTS FMV 20,115 20,154
NUVEEN PREFERRED SECS AND INC FMV 48,870 49,051
NVIDIA CORPORATION FMV 7,633 7,833
NYLI WINSLOW LARGE CAP GROWTH FMV    
PARKER-HANNIFIN CORP FMV 5,896 6,153
PIMCO COMMODITIES PLUS STRATEGY FMV    
PIMCO COMMODITYREALRETURN STRAT FUND FMV    
PIMCO TOTAL RETURN FUND FMV    
PNC FINANCIAL SERVICES GROUP FMV 7,437 8,349
PROLOGIS INC FMV 5,641 5,790
REINHART GENESIS PMV FUND FMV 52,300 50,138
T ROWE PRICE INTL OVERSEAS STOCK FUN FMV    
VICTORY SMALL COMPANY OPP FUND FMV    
VIRTUS CEREDEX MID CAP VALUE FMV    
VISA INC FMV 7,394 7,731
WALMART INC FMV 9,987 10,807

TY 2025 OtherAssetsSchedule
Name:
THE KOOKEN FAMILY FOUNDATION
EIN:
91-1938062
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE 239 143 143


TY 2025 OtherDecreasesSchedule
Name:
THE KOOKEN FAMILY FOUNDATION
EIN:
91-1938062
Description Amount
BASIS ADJUSTMENTS TO CORPUS 1,143


TY 2025 OtherExpensesSchedule
Name:
THE KOOKEN FAMILY FOUNDATION
EIN:
91-1938062
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INVESTMENT MANAGEMENT FEES 7,683 7,683    


TY 2025 SubstantialContributorsSch
Name:
THE KOOKEN FAMILY FOUNDATION
EIN:
91-1938062
Name Address
KEITH RUTH KOOKEN 227 W 5TH STREET 1
WINSTONSALEM,NC271012825


TY 2025 TaxesSchedule
Name:
THE KOOKEN FAMILY FOUNDATION
EIN:
91-1938062
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD ON 2025 D 154 154    
2025 ESTIMATED TAX PAYMENTS 669 669