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 04 - 01 2025, and ending 03 - 31, 20 26
Name of foundation
JUNE & JULIAN FOSS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 1101 PARADISE PKWY
  Room/suite
City or town
FIRCREST
State or province
WA
Country  
ZIP or foreign postal code
98466
A Employer identification number

91-1798171
B Telephone number (see instructions)

5109126621
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)$13,282,492J Accounting method:
MODIFIED ACCRUAL
(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) 0
2 Check .................
3 Interest on savings and temporary cash investments 33 33  
4 Dividends and interest from securities... 235,442 235,442 0
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
1,258,165
b Gross sales price for all assets on line 6a 2,103,450
7 Capital gain net income (from Part IV, line 2)... 1,258,165
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 1,493,640 1,493,640 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,250 0 0 8,250
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,149 2,145 0 5,004
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
79,461 79,461 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,873 30,873 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 73,599 0 0 73,599
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
551 0 0 551
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 199,883 112,479 0 87,404
25 Contributions, gifts, grants paid....... 464,450 464,450
26 Total expenses and disbursements. Add lines 24 and 25 ................ 664,333 112,479 0 551,854
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 829,307
b Net investment income (if negative, enter -0-) 1,381,161
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............. 950 14,541 14,541
2 Savings and temporary cash investments......... 705,762 513,669 513,669
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)..... 0 0  
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,000    
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 4,543,759 Click to see attachment
List of Attached Documents:
// Content
5,547,159 		12,754,282
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,253,471 6,075,369 13,282,492
Liabilities 17 Accounts payable and accrued expenses.......... 5 91
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 5 91
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........... 5,253,466 6,075,278
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    
29 Total net assets or fund balances (see instructions)..... 5,253,466 6,075,278
30 Total liabilities and net assets/fund balances (see instructions). 5,253,471 6,075,369
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
5,253,466
2
Enter amount from Part I, line 27a .....................
2
829,307
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,082,773
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
7,495
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,075,278
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 Public Traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,103,450 0 845,285 1,258,165
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 1,258,165
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,258,165
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 19,198
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 19,198
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 19,198
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 12,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 7,198
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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)
WA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressFOSS-FOUNDATION. ORG
14
The books are in care ofEASY OFFICE DBA JITASA Telephone no. (208) 287-4777

Located at1120 S RACKHAM WAYSUITE 300MERIDIANID ZIP+483642
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
KELSEY CAMPBELLClick to see attachment
List of Attached Documents:
// Content
VICE PRESIDENT
2.00 		1,150 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
MARK STUHRClick to see attachment
List of Attached Documents:
// Content
TREASURER
2.00 		1,500 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
ASPEN WELLERClick to see attachment
List of Attached Documents:
// Content
SECRETARY
2.00 		1,500 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
KRISTIN WELLERClick to see attachment
List of Attached Documents:
// Content
GRANT ADMINISTRATOR
2.00 		1,550 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
JERRY FOSSClick to see attachment
List of Attached Documents:
// Content
PRESIDENT
2.00 		0 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
TANNER WELLERClick to see attachment
List of Attached Documents:
// Content
ASST TREASURER
2.00 		1,150 0 0
1101 PARADISE PKWY
FIRCREST,WA98466
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
UBS FINANCIAL SERVICES INC INVESTMENT MANAGEMENT FEES 79,102
760 SW 9TH AVENUE
STE 2450
PORTLAND,OR97205
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  
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
12,036,691
b
Average of monthly cash balances.......................
1b
738,272
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
12,774,963
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
12,774,963
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
191,624
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,583,339
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
629,167
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
629,167
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
19,198
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
19,198
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
609,969
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
609,969
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
609,969
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
551,854
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) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
551,854
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 7 609,969
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 512,635
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......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 551,854
a Applied to 2024, but not more than line 2a 512,635
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..... 39,219
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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...... 		 
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 .......... 		570,750
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 ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
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).)
NONE
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.
NONE
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:
APPLICATIONS ACCEPTED ONLINE
1101 PARADISE WAY
FIRCREST,WA98466
(510) 912-6621
administrators@foss-foundation. org
bThe form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS MUST BE SUBMITTED ONLINE THROUGH THE FOUNDATIONS WEBSITE. THIS APPLICATION IS A QUESTIONNAIRE WHICH INCLUDES A SERIES OF QUESTIONS REGARDING THE NON-PROFIT MAKING THE GRANT REQUEST SUCH AS: ITS SIZE HISTORY BUDGET AND LIST OF BOARD MEMBERS. ADDITIONALLY THERE ARE QUESTIONS REGARDING THE SPECIFIC PROGRAM FOR WHICH THE GRANT IS BEING REQUESTED ITS BUDGET COMMUNITY SERVED AND STAFF INVOVLED.
cAny submission deadlines:
APPLICATIONS CAN BE SUBMITTED APRIL 1ST THROUGH MAY 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS THAT WORK WITH AND SUPPORT A BROAD DEFINITION OF AT-RISK YOUTH WILL RECEIVE PRIORITY CONSIDERATION. THE APPLICANT MUST BE LOCATED OR PROVIDE SERVICES IN OR NEAR THE FOLLOWING CITIES; TACOMA AND SEATTLE WASHINGTON - PORTLAND OREGON - SAN FRANCISCO BERKELEY SAN MATEO AND CASTRO VALLEY CALIFORNIA - PHOENIX ARIZONA PHOENIZ METRO AREA GILBERT CHANLDER TEMPE MESA QUEEN CREEK AND APACHE JUNCTION - MIAMI FLORIDA. AS PART OF OUR MISSION IS TO PROMOTE AND LEARN ABOUT PHILANTHROPY WITHIN OUR FAMLY WE REQUEST THAT A SITE VISIT BE DONE TO SEE AND LEARN ABOUT THE PROGRAM FOR WHICH THE GRANT IS BEING USED. REQUESTS FOR THE FOLLOWING ARE NOT CONSIDERED; NEW CONSTRUCTION OR ENDOWMENTS - FUNDRAISING OR RECOGNITION EVENTS - CAPITAL CAMPAIGNS - NATIONAL ORGANIZATIONS - LOCAL AFFILIATES OF NATIONAL ORGANIZATIONS UNLESS THE PROGRAM WAS DEVELOPED AT THE LOCAL LEVEL AND IS SPECIFIC TO LOCAL NEEDS - INDIVIDUAL SCHOLARSHIPS - REQUESTS FROM INDIVIDUALS.
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

ACCESS FUND

PO BOX 17010
BOULDER,CO80308 		No Relationship   GENERAL SUPPORT 800

ANT FARM

39140 PROCTOR BLVD
SANDY,OR97055 		No Relationship   PROGRAM SUPPORT - COMMUNITY CONNECT 8,000

ARIZONA ASSOCIATION FOR FOSTER AND ADOPTIVE PARENTS

14202 N 73RD AVE
PEORIA,AZ85381 		No Relationship   PROGRAM SUPPORT - FAMILY CAMP 5,000

ARK INSTITUTE OF LEARNING

1916 S WASHINGTON ST
TACOMA,WA98405 		No Relationship   SCHOLARSHIP PROGRAM FOR LOW-INCOME STUDENTS WITH LEARNING DISORDERS 7,000

ASSOCIATED MINISTRIES OF TACOMAPIERCE

901 S 13TH ST
TACOMA,WA98405 		No Relationship   GENERAL SUPPORT 10,000

BACKPACK BRIGADE

4111 E MADISON ST
UNIT 21
SEATTLE,WA98112 		No Relationship   PROGRAM SUPPORT - WEEKEND HUNGER BAGS 5,000

BAY AREA WILDERNESS TRAINING

1100 57TH AVENUE
OAKLAND,CA94621 		No Relationship   GENERAL SUPPORT 5,000

BLOOMIN BOUTIQUE

19376 MOLALLA AVE
STE 160
OREGON CITY,OR97045 		No Relationship   GENERAL SUPPORT 5,000

BOXES OF LOVE PROJECT INC

PO BOX 702
TROUTDALE,OR97060 		No Relationship   GENERAL SUPPORT 10,000

BOYS & GIRLS CLUB OF THE VALLEY GILBER BRANCH

4309 E BELLEVIEW ST
BLDG 14
PHOENIX,AZ85008 		No Relationship   GENERAL SUPPORT 5,000

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND

3875 S 66TH ST
STE 101
TACOMA,WA98409 		No Relationship   PROGRAM SUPPORT - TEEN MENTAL HEALTH FIRST AID 10,000

BRADLEY ANGLE HOUSE

4548 N ALBINA AVE
PORTLAND,OR97217 		No Relationship   GENERAL SUPPORT 7,000

BRAS FOR GIRLS

2226 EASTLAKE AVE E
PMB 35
SEATTLE,WA98102 		No Relationship   GENERAL SUPPORT - KING COUNTY TITLE 1 MIDDLE SCHOOL 5,000

CANDLELIGHTERS FOR CHILDREN WITH CANCER

6600 SW 92ND AVE
PORTLAND,OR97223 		No Relationship   LATINX PEER SUPPORT GROUP 7,500

CENTRAL ARIZONA SHELTER SERVICES

PO BOX 18250
PHOENIX,AZ85007 		No Relationship   PROGRAM SUPPORT - VISTA COLINA FAMILY SHELTER 5,000

CHILDRENS CANCER ASSOCIAION

1200 NW NAITO PWKY
STE 140
PORTLAND,OR97209 		No Relationship   GENERAL SUPPORT 5,000

CITY SURF PROJECT

400 TREAT AVE
STE G
SAN FRANCISCO,CA94110 		No Relationship   PROGRAM SUPPORT - SCHOLASTIC SURFING 5,000

COMMON VISION

2620 CALIFORNIA ST
BERKELEY,CA94703 		No Relationship   PROGRAM SUPPORT - REGENERATION NATION 5,000

COMMUNITY CONNECTION PLACE

2535 GRANDVIEW DR W
PO BOX 65288
UNIVERSITY PLACE,WA98466 		No Relationship   GENERAL SUPPORT 5,000

COMMUNITY RESOURCES FOR SCIENCE

1611 SAN PABLO AVE
STE 10B
BERKELEY,CA94702 		No Relationship   PROGRAM SUPPORT - JOYFUL ELEMENTARY SCIENCE 5,000

CROSS WORLD

10000 N OAK TRAFFICWAY
KANSAS CITY,MO64155 		No Relationship   ACCOMPLISH CHARITABLE PURPOSE 1,000

DUSTYS FISHING WELL

462 ELWOOD AVENUE
OAKLAND,CA94610 		No Relationship   PROGRAM SUPPORT - FIRST RESPONDER BOOT CAMP 5,000

ELEVATE TUTORING

2641 THRASHER LANE
SAN JOSE,CA95125 		No Relationship   GENERAL SUPPORT 5,000

EMERGENCY FOOD NETWORK

3318 92ND ST
LAKEWOOD,WA98499 		No Relationship   BREAK BAG PROGRAM 6,000

EPILEPSY FOUNDATION

2311 N 45TH STREET
STE 134
SEATTLE,WA98103 		No Relationship   GENERAL SUPPORT 5,200

FARESTART

700 VIRGINIA ST
SEATTLE,WA98106 		No Relationship   ACCOMPLISH CHARITABLE PURPOSE 5,000

FOSTER ARIZONA

PO BOX 20787
MESA,AZ85277 		No Relationship   PROGRAM SUPPORT - A FRESH START FOR UNHOUSED YOUTH 5,000

GABRIELS ANGELS

7878 N 16TH ST
SUITE 130 02
PHOENIX,AZ85014 		No Relationship   PROGRAM SUPPORT - PET THERAPY 5,000

GARY SINISE FOUNDATION

PO BOX 40726
SUITE 580
NASHVILLE,TN37204 		No Relationship   GENERAL SUPPORT 500

GREATER METRO PARKS FOUNDATION

4702 S 19TH ST
TACOMA,WA98405 		No Relationship   PROGRAM SUPPORT - BEHIND THE BELL AND CLUB B 5,000

HENDERSON HOUSE

PO BOX 554
MCMINNVILLE,OR97128 		No Relationship   GENERAL SUPPORT 500

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98417 		No Relationship   GENERAL SUPPORT 500

HOUSE OF REFUGE

6935 WILLIAMS FIELD RD
MESA,AZ85212 		No Relationship   ACCOMPLISH CHARITABLE PURPOSE 10,000

INNER CITY BLISS

5701 INTERNATIONAL BLVD
STE 24
OAKLAND,CA94621 		No Relationship   PROGRAM SUPPORT - MINDFUL PATHWAYS 4,800

ISLANDWOOD

4450 BLAKEY AVE NE
BAINBRIDGE ISLAND,WA98110 		No Relationship   ACCOMPLISH CHARITABLE PURPOSE 1,000

JASPER RIDGE FARM

PO BOX 6133
CAREFREE,CA85377 		No Relationship   GENERAL SUPPORT 5,000

KAIROS WA

PO BOX 7104
BELLEVUE,WA98008 		No Relationship   GENERAL SUPPORT 1,000

LIFE EXPANDING ADVENTURE PROGRAM

806 SW BROADWAY
PORTLAND,OR97205 		No Relationship   SUMMER WILDERNESS PROGRAMS FOR AT-RISK YOUTH 6,000

LIGHTS CAMERA DISCOVER

325 E SOUTHERN AVE
STE 115
PHOENIX,AZ85040 		No Relationship   PROGRAM SUPPORT - UNDERPRIVILEGED YOUTH 5,000

LITTLE BIT THERAPEUTIC RIDING CENTER

18675 NE 106TH ST
REDMOND,WA98052 		No Relationship   EQUINE-ASSISTED SERVICES FOR PEOPLE WITH DISABILITIES 7,500

MAKING A DIFFERENCE FOUNDATION

PO BOX 94545
SEATTLE,WA98124 		No Relationship   PROGRAM SUPPORT - FEEDING OUR FUTURE 5,000

MARIAHS MIRACLE

14557 W INDIAN SCHOOL RD
STE 500
GOODYEAR,AZ85395 		No Relationship   GENERAL SUPPORT 5,000

MIAMI THEATER CENTER

9806 NE 2ND AVE
MIAMI SHORES,FL33138 		No Relationship   PROGRAM SUPPORT - ON-CALL PROGRAM 5,000

MOTHER AND CHILD EDUCATION CENTER

1515 NE 41ST
PORTLAND,OR97232 		No Relationship   PROGRAM SUPPORT - EMPOWERED BEGINNINGS 5,000

MT HOOD KIWANIS CAMP

10725 SW BARBUR BLVD
STE 50
PORTLAND,OR97219 		No Relationship   GENERAL SUPPORT 40,000

MULTICULTURAL CHILD AND FAMILY HOPE CENTER

2021 S 19TH ST
TACOMA,WA98405 		No Relationship   STRENGTHENING FAMILIES AND SUPPORTING FUTURES FOR PIERCE COUNTY FAMILIES IN CRISIS 11,000

NEW AVENUES FOR YOUTH

1220 SW COLUMBIA ST
PORTLAND,OR97201 		No Relationship   PROGRAM SUPPORT - YOUTH HOMELESSNESS PREVENTION AND INTERNVENTION 5,000

NEXT CHAPTER FOUNDATION

PO BOX 8395
TACOMA,WA98419 		No Relationship   GENERAL SUPPORT 10,500

OLD SKOOL CAFE

1429 MENDELL ST
FRANCISCO,CA94124 		No Relationship   GENERAL SUPPORT 7,000

ONE STEP BEYOND

575 OLD COUNTRY ROAD
SAN CARLOS,CA94707 		No Relationship   PROGRAM SUPPORT - BREAKING BARRIERS 5,000

P EAR

338 NW 6TH AVE
PORTLAND,OR97214 		No Relationship   PROGRAM SUPPORT - WRAP AROUND AND WORKFORCE DEVELOPMENT 5,000

PARKER BOUNDS JOHNSON FOUNDATION

PO BOX 1989
LAKE OSWEGO,OR97035 		No Relationship   PROGRAM SUPPORT- WILD HEARTS 5,000

PIERCE CENTER FOR ARTS AND TECHNOLOGY DBA ARIVVA

PO BOX 44046
TACOMA,WA98444 		No Relationship   PROGRAM SUPPORT - WORKFORCE DEVELOPMENT AND VISUAL ARTS PROGRAMS 10,000

PLAY FRONTIER

1132 HEMLOCK ROAD
CARSON,WA98610 		No Relationship   GENERAL SUPPORT 5,000

PROJECT AVARY

29 MARY STREET
STE C
RAFAEL,CA94901 		No Relationship   IMPROVING THE LIVES OF CHILDREN IMPACTED BY PARENTAL INCARCERATION 12,000

RAPHAEL HOUSE OF PORTLAND

4110 SE HAWTHORNE BLVD
STE 503
PORTLAND,OR97412 		No Relationship   GENERAL SUPPORT 5,000

REFUGEE CHOIR PROJECT

1753 S 41ST ST
TACOMA,WA98418 		No Relationship   PROGRAM SUPPORT - TRC YOUTH PROGRAM 5,000

SACRED EARTH FOUNDATION

401 EKONE RD
GOLDENDALE,WA98620 		No Relationship   GENERAL SUPPORT 2,500

SAVE THE FAMILY FOUNDATION OF ARIZONA

125 E UNIVERSITY DR
MESA,AZ85201 		No Relationship   GENERAL SUPPORT 5,000

SEXUAL ASSAULT CENTER OF PIERCE COUNTY

101 E 26TH ST
STE 200
TACOMA,WA98421 		No Relationship   GENERAL SUPPORT 5,000

SF CASA

100 BUSH ST
SAN FRANCISCO,CA94104 		No Relationship   GENERAL SUPPORT 5,000

SIBLING STRONG

PO BOX 1022
PORT ORCHARD,WA98366 		No Relationship   GENERAL SUPPORT 8,000

SOCIAL VENTURES PARTNERS PORTLAND

1355 NW EVERETT ST
PORTLAND,OR97209 		No Relationship   GENERAL SUPPORT 10,000

SOJOURNER CENTER

PO BOX 20156
PHOENIX,AZ85036 		No Relationship   PROGRAM SUPPORT - CHILDREN AND YOUTH SERVICES 5,000

SOUTHWEST HUMAN DEVELOPMENT

2850 N 24TH
PHOENIX,AZ85008 		No Relationship   GENERAL SUPPORT 5,000

ST MARKS LUTHERAN CHURCH

6730 N 17TH ST
TACOMA,WA98406 		No Relationship   GENERAL SUPPORT 2,350

SUMMIT COMMUNITY CENTER

4605 88TH AVE SE
MERCER ISLAND,WA98040 		No Relationship   GENERAL SUPPORT 5,000

SURVIVORS EMPOWERED

3101 N CENTRAL AVE
STE 183
PHOENIX,AZ85012 		No Relationship   PROGRAM SUPPORT - MENTAL HEALTH IS HEALTH 4,000

SWIFT YOUTH FOUNDATION

3420 E SHEA BLVD
STE 170
PHOENIX,AZ85028 		No Relationship   PROGRAM SUPPORT - SWIFT YOUTH ENRICHMENT 2,500

TACOMA AREA COALITION OF INDIVIDUALS WITH DISABILITIES TACID

6315 S 19TH ST
TACOMA,WA98466 		No Relationship   GENERAL SUPPORT 500

TACOMA AREA YOUTH FOR CHRIST

1702 TACOMA AVE S
STE B
TACOMA,WA98402 		No Relationship   PROGRAM SUPPORT - YOUTH FOR CHRIST MENTOR ONE80 PROGRAM 5,000

TACOMA COMMUNITY BOAT BUILDERS

1120 E D ST
TACOMA,WA98421 		No Relationship   PROGRAM SUPPORT - COURT CONNECT AND MARGINALIZED YOUTH 10,500

THE CHARLIE CART PROJECT

1442A WALNUT ST
STE 469
BERKELEY,CA94709 		No Relationship   PROGRAM SUPPORT - HERITAGE COOKING 5,000

THE COFFEE OASIS

837 4TH ST
BREMERTON,WA98337 		No Relationship   GENERAL SUPPORT 5,500

TODOS JUNTOS

PO BOX 645
CANBY,OR97013 		No Relationship   GENERAL SUPPORT 5,000

TRA MEDICAL IMAGING FOUNDATION

1304 S FAWCETT AVE
STE 301
TACOMA,WA98402 		No Relationship   PROGRAM SUPPORT - EDUCATION FUND 5,000

WE BELONG PDX

225 NE 80TH AVE
PORTLAND,OR97213 		No Relationship   PROGRAM SUPPORT - CULTIVATING COMMUNITY 4,800

YOUTH ENRICHMENT STRATEGIES DBA YES

3029 MACDONALD AVE
RICHMOND,CA94804 		No Relationship   STRENGTHENING FAMILIES AND SUPPORT RICHMOND YOUTHS PATH TO SUCCESSFUL ADULTHOOD 7,000

YOUTH MARINE FOUNDATION

820 E D ST
TACOMA,WA98421 		No Relationship   GENERAL SUPPORT 1,000

ZIONS RIVER

4602 S 56TH ST
TACOMA,WA98409 		No Relationship   ACCOMPLISH CHARITABLE PURPOSE 1,000

BOYS AND GIRLS AID

18 SW BOUNDARY CT
PORTLAND,OR97239 		No Relationship   GENERAL SUPPORT 5,000
Total ................................. 3a 464,450
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0 14 33 0
4 Dividends and interest from securities ....   0 14 235,442 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0 18 1,258,165 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,493,640 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,493,640
(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: 25022704
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,149 2,145 0 5,004

TY 2025 InvestmentsCorpStockSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
25022704
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CL A 64,482 503,230
AMAZON.CO M INC 13,208 468,607
AMERICAN WATER WORKS CO INC 78,497 131,463
APPLE INC 29,058 490,576
ASTRAZE NECA PLC SPON ADR 81,754 356,968
BLACKROCK INC 107,475 240,427
BNP PARIBAS SA ADR 192,907 344,885
BROADCOM INC 241,561 226,252
CHEVRON CORP 131,626 399,938
COCA COLA CO COM 88,858 247,162
COSTCO WHOLESALE CORP 35,961 448,393
EXXON MOBIL 220,366 571,245
FREEPO RT-MC MO RAN INC 0 0
JOHNSON & JOHNSON COM 65,540 295,284
LAM RESEARC H CORP 36,184 480,735
LILL ELI & CO 310,245 367,908
LITHIA MOTORS INC CL A 70,095 249,720
MERCK & CO INC NEW COM 107,650 290,621
MICRON TECHNOLOGY INC 14,852 472,976
MICROSOFT CORP 46,443 393,491
MONDELEZ INTL INC 133,296 144,100
NIKE INC CL B 48,789 153,125
NIVIDIA CORP 120,072 505,760
ON HLDG AGCL ACH F 185,118 272,160
PALO ALTO NETW ORKS INC 33,970 354,948
PFIZER INC 0 0
SCHLUMBERGER LTD NETHERLANDS ANTILLES 0 0
SHELL PLC SPON ADR 166,901 300,018
SIEMENS A G SPON ADR 233,100 198,421
SLB LTD 123,746 154,170
TRANE TECNOLOGIES PLC 39,658 416,740
UBER TECHNOLOGIES 236,723 215,790
UNION PACIFIC CORP 96,684 242,620
UNITD RENTALS INC 43,256 400,708
VISA INC CL A 164,873 291,964
VISTRA CORP 212,891 225,495
WALT DISNEY CO HOLDING CO 56,286 167,605
VANGUARD FTSE EUROPE ETF 195,844 209,537
ISHARES IBONDS DEC 2027 TER 446,245 448,600
ISHARES IBONDS DEC 2028 TER 277,888 278,538
ISHARES IBONDS DEC 2025 TER 0 0
ISHARES IBONDS DEC 2029 TER 220,363 218,430
ISHARES IBONDS DEC 2026 TER 341,689 343,725
ISHARES IBONDS DEC 2030 TER 233,005 231,947

TY 2025 OtherDecreasesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
25022704
Software Version:
V2.0
Description Amount
UNREALIZED GAIN LOSS ADJUSTMENT 7,495


TY 2025 OtherExpensesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
25022704
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE & MISCELLANEOUS 551 0 0 551


TY 2025 OtherProfessionalFeesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 79,461 79,461 0 0


TY 2025 TaxesSchedule
Name:
JUNE & JULIAN FOSS FOUNDATION
EIN:
91-1798171
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAXES 12,000 12,000 0 0
FOREIGN TAXES PAID 9,015 9,015 0 0
OTHER TAXES PAID IN 2025 9,858 9,858 0 0