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
849 Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

27-0602001
B Telephone number (see instructions)

8008391754
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)$3,794,982J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments 5,135 5,135  
4 Dividends and interest from securities... 77,235 77,235  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 808,299
b Gross sales price for all assets on line 6a 5,274,052
7 Capital gain net income (from Part IV, line 2)... 808,299
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........ 890,669 890,669  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
53,262 53,262    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,014 501    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,201 519   17,682
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,477 54,282   17,682
25 Contributions, gifts, grants paid....... 300,000 300,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 373,477 54,282   317,682
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 517,192
b Net investment income (if negative, enter -0-) 836,387
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.............      
2 Savings and temporary cash investments......... 76,694 279,614 279,614
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)   Click to see attachment
List of Attached Documents:
// Content
152,253 		156,510
b Investments—corporate stock (attach schedule)....... 2,386,845 Click to see attachment
List of Attached Documents:
// Content
3,147,270 		3,314,363
c Investments—corporate bonds (attach schedule)....... 642,199 Click to see attachment
List of Attached Documents:
// Content
43,793 		44,495
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,105,738 3,622,930 3,794,982
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 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 3,105,738 3,622,930
29 Total net assets or fund balances (see instructions)..... 3,105,738 3,622,930
30 Total liabilities and net assets/fund balances (see instructions). 3,105,738 3,622,930
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
3,105,738
2
Enter amount from Part I, line 27a .....................
2
517,192
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,622,930
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,622,930
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 Publicly-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 5,274,052   4,465,753 808,299
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       808,299
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 2 808,299
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 11,626
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 11,626
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 11,626
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,100
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 10,526
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 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
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
 
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
Robert C Winiecki Dir, Pres, Sec, Treas
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
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
 
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
3,500,392
b
Average of monthly cash balances.......................
1b
235,607
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,735,999
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
0
3
Subtract line 2 from line 1d.........................
3
3,735,999
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,040
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,679,959
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
183,998
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
183,998
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,626
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,626
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
172,372
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
172,372
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
172,372
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
317,682
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
317,682
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 7 172,372
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 128,760
b Total for prior years:2023, 2022, 2021  
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 ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 317,682
a Applied to 2024, but not more than line 2a 128,760
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..... 172,372
e Remaining amount distributed out of corpus 16,550
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 16,550
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 ...... 		16,550
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 .... 16,550
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).)
Robert C Winiecki
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN LEGION CHARITIES INC

700 N PENNSYLVANIA ST
INDIANAPOLIS,IN46204 		N/A   General & Unrestricted 60,000

HUMANE INDIANA INC

421 45TH ST
MUNSTER,IN46321 		N/A   General & Unrestricted 100,000

HUMANE SOCIETY FOR HAMILTON COUNTY INC

10501 HAGUE RD
FISHERS,IN46038 		N/A   General & Unrestricted 120,000

ZOO FOUNDATION INC

20499 OAK RD E
GULF SHORES,AL36542 		N/A   General & Unrestricted 20,000
Total ................................. 3a 300,000
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 5,135  
4 Dividends and interest from securities ....     14 77,235  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 808,299  
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) ..   890,669  
13Total. Add line 12, columns (b), (d), and (e)..................
13
890,669
(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

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TY 2025 DepreciationSchedule
Name:
849 Foundation
EIN:
27-0602001
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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

TY 2025 ExpenditureResponsibilityStmt
Name:
849 Foundation
EIN:
27-0602001
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
RUSTY RABBIT FOUNDATION
  		FOUNDATION SOURCE 501 SILVERSIDE RD
WILMINGTON,DE19809 		2022-08-12 10,000 CAPITAL ENDOWMENT GRANT 10,000 NO 7/19/23, 6/8/24, 5/30/25   NONE NECESSARY
RUSTY RABBIT FOUNDATION
  		FOUNDATION SOURCE 501 SILVERSIDE RD
WILMINGTON,DE19809 		2022-11-14 1,202,311 CAPITAL ENDOWMENT GRANT 301,462 NO 7/19/23, 6/8/24, 5/30/25   NONE NECESSARY
RUSTY RABBIT FOUNDATION
  		FOUNDATION SOURCE 501 SILVERSIDE RD
WILMINGTON,DE19809 		2022-11-15 2,097,433 CAPITAL ENDOWMENT GRANT   NO 7/19/23, 6/8/24, 5/30/25   NONE NECESSARY

TY 2025 InvestmentsCorpBondsSchedule
Name:
849 Foundation
EIN:
27-0602001
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN INC NOTE - 5.250% - 03/0 5,073 5,183
BK OF AMERICA CORP SER N MTN - 4,992 5,109
DOMINION ENERGY INC SER C NOTE 2,828 2,897
JPMORGAN CHASE & CO NOTE - 4.9 2,986 3,062
MORGAN STANLEY SER I MTN - 2.9 2,647 2,741
ORACLE CORP NOTE CALL MAKE WHO 2,980 2,897
T MOBILE USA INC NOTE CALL MAK 2,985 3,061
UNITED STATES TREAS BONDS - 4. 10,748 10,856
UNITED STATES TREAS SER BONDS 5,848 5,889
WELLS FARGO & CO SER U - 3.350 2,706 2,800

TY 2025 InvestmentsCorpStockSchedule
Name:
849 Foundation
EIN:
27-0602001
Name of Stock End of Year Book Value End of Year Fair Market Value
A P MOLLAR MAERSK A 1,184 1,464
AAC TEC HOLDINGS ADR 669 678
ABBOTT LABS 8,453 8,070
ABBVIE INC 16,751 20,192
ACCENTURE PLC 10,251 8,966
ADVANTEST CORP - ADR 1,870 1,754
AENA SME S.A. ADR 1,020 1,035
AERCAP HOLDING N.V 703 719
AFLAC INC 8,711 9,361
AJINOMOTO INC UNSPONS ADR 964 735
ALIBABA GROUP HOLDING LTD 3,496 4,544
ALNYLAM PHARMACEUTICALS, INC 10,862 9,941
ALPHABET INC CL A 9,049 10,023
ALPHABET INC CL C 13,827 25,144
ALTRIA GROUP INC 2,849 2,754
AMAZON COM 21,377 23,082
AMERIPRISE FINANCIAL INC 23,192 23,658
AMGEN INC 10,161 9,819
ANALOG DEVICES INC 10,905 12,857
ANGLOGOLD ASHANTI LTD 5,849 10,162
APPLE INC 12,416 12,518
APPLIED MATERIALS INC 1,292 1,824
APPLOVIN CORP 1,731 3,369
ARGENX SE 1,726 1,682
ASE TECHNOLOGY HOLDINGS CO LTD 1,708 1,691
ASML HOLDING NV NY REG SHS 2,680 3,217
ASTELLAS PHARMA INC 609 611
ASTERA LABS, INC 610 1,165
AUTODESK, INC 10,844 10,656
AUTOMATIC DATA PROCESSING INC 12,967 10,861
AVERY DENNISON CORP 2,824 2,942
AXA ADS 2,048 2,016
B3 S.A 875 925
BANCO BRADESCO SA SPONSORED AD 4,275 4,347
BANK OF CHINA UNSP/ADR 3,443 3,456
BANK OF IRELAND GROUP 1,295 1,689
BAUSCH HEALTH COS INC 1,838 1,849
BB SEGURIDADE 804 812
BERKLEY W R CP 10,550 9,612
BNP PARIBAS SPONS ADR 1,240 1,375
BNY MELLON GLOBAL FIXED INCOME 91,400 91,097
BOOZ ALLEN HAMILTON HOLDING CO 7,202 5,836
BOUYGUES SA UNSP 4,382 5,325
BP PLC SPONSORED ADR 978 1,108
BROADCOM INC 12,875 17,023
BROADRIDGE FINANCIAL 11,821 11,388
BYD CO LTD UNSP/ADR 777 581
CADENCE DESIGN SYSTEMS INC 2,067 2,188
CAIXABANK 4,803 6,857
CANON INC 2,279 2,305
CAVA GROUP INC 1,088 998
CBOE HOLDINGS INC 2,544 2,779
CELESTICA INC. SV 2,111 1,774
CELSIUS HLDGS INC 2,277 2,287
CEMEX SA DE CV A ADS 4,712 6,761
CHARLES SCHWAB CORP 11,401 12,679
CHINA CONSTRUCT UNSPON ADR 3,596 3,591
CHINA YUCHAI INTL LT 1,801 1,811
CHIPOTLE MEX GRILL 4,053 2,997
CK HUTCHISON HLDGS 3,398 3,694
COLUMBIA STRATEGIC INCOME FUND 111,237 111,900
COMPANIA CERV UNI SA 778 785
COMPUTERSHARE LTD ADR 2,453 2,171
COPART INC 1,597 1,292
COSTCO WHOLESALE CORPORATION 6,022 5,190
COTERRA ENERGY INC 10,788 10,634
D R HORTON 5,638 6,374
DAI NIPPON PRINTING LTD JAPANS 699 696
DEERE CO 8,490 7,499
DENSO CORP ADR 1,018 1,009
DEUTSCHE POST AG 1,557 1,586
DEUTSCHE TELE AG ADS 1,553 1,406
DEXCOM, INC 1,011 996
DNB BANK ASA 2,455 2,562
DOMINOS PIZZA INC 10,441 9,664
ELEVANCE HEALTH INC 9,130 8,500
ELI LILLY & CO 6,997 9,710
EMBOTELLADORA ANDINA CL B 924 1,042
ENERFLEX LTD 1,849 3,657
ENI S.P.A 1,555 1,783
EOG RESOURCES INC 11,591 10,032
EQUINOR ASA 6,933 6,216
ERICSSON L M TEL CO 1,902 2,237
EVEREST GROUP, LTD 10,108 10,303
EXPEDIA INC 10,025 11,049
FERGUSON PLC 9,802 10,121
FERRARI NV 2,383 1,848
FIDELITY ADVISOR TOTAL BOND Z 82,616 84,404
FINVOLUTION GROUP 2,974 1,658
FORTESCUE METALS G ADR EA REPR 3,324 5,123
FORTUNA SILVER MINES INC COM 1,622 2,207
FRANKLIN TEMPLETON ETF TR US M 273,560 285,856
FRESENIUS MED CAR AG 954 834
FUJIFILM HOLDINGS ADR NPV 2,062 1,998
GARMIN LTD 936 817
GARRETT MOTION INC 507 897
GEELY AUTOMOBILE HLDGS F SPONS 1,549 1,689
GENMAB A/S SPON 664 986
GOLDMAN SACHS GROUP 3,228 4,445
GREEK ORG FOOTBALL 781 796
GRUPO AEROPORTUARIO DEL CENTRO 1,909 2,000
GRUPO FIN ADR 4,679 4,735
GUARDANT HEALTH INC 10,244 9,805
HCA INC 7,129 9,374
HOME DEPOT INC 12,536 12,193
HONDA MOTOR CO LTD 5,348 5,412
HONEYWELL INTL 7,054 8,048
HSBC HOLDINGS PLC 2,859 3,657
IHS HOLDING LTD 1,035 1,007
IMPERIAL BRANDS PL 7,030 7,436
INDRA SISTEMAS, S.A. - UNSPON 3,182 4,069
INFRASOURCE SERVICES INC COMMO 474 466
INMODE LTD 912 925
INSULET CORPORATION 10,467 9,380
INTERNATIONAL BUSINESS MACHINE 10,043 9,775
INTESA SANPAOLO SPA 3,092 3,662
INTUIT 12,924 13,252
INTUITIVE SURGICAL 4,687 5,097
INVESCO S&P 500 EQUAL WEIGHT E 166,695 177,959
ISRAEL CHEMICALS LTD 2,914 2,480
ITURAN 438 521
J SAINSBURY 1,401 1,469
JARDINE MATHESON UNS/ADR 1,065 1,162
JD.COM, INC 762 689
JH MGD ACCSH NON IVGD CPBD SMA 37,703 38,007
JH MGD ACCTSH INV GD CRPBD SMA 57,588 58,820
JH MGD ACCTSH SEC DBT SMA 30,699 30,785
JOHNSON & JOHNSON 774 1,049
KINROSS GOLD CORP 2,319 3,639
KONINKLIJKE AHOLD DELHAIZE NV 2,303 2,246
LEGAL & GENERAL GROUP 2,080 2,211
LENOVO GROUP LTD ADR 3,255 3,293
LEXINFINTECH HLDGS LTD ADR 834 458
LG. PHILIPS 715 573
LI NING CO 3,137 3,655
LINDE PLC COM 13,817 12,875
MAGIC SOFTWARE ENTERPRISES LTD 2,298 3,042
MAGNA INTERNATIONAL INC 2,213 3,139
MANHATTAN ASSOCIATES INC 1,591 1,386
MARKS & SPENCER GRP ADR 3,421 3,084
MARSH AND MCLENNAN COMPANIES I 11,216 9,908
MARUBENI CORP ADR CNV INTO 10 254 276
MASTERCARD INC 10,634 10,290
MCKESSON CORP 3,726 4,105
MERCEDES-BENZ GROUP 4,562 5,728
META PLATFORMS INC 17,062 15,868
METLIFE INC 5,905 5,926
METTLER-TOLEDO INTL 2,378 2,788
MICRON TECHNOLOGY 10,169 12,273
MICROSOFT CORP 48,580 47,561
MITSUBISHI CORP ADS 3,625 4,205
MITSUBISHI ESTATE CO ADR 928 999
MONSTER BEVERAGE CORP 14,080 16,484
MOTOROLA SOLUTIONS INC 6,821 6,902
MS&AD INS GROUP ADR 3,975 4,124
NASDAQ OMX GROUP 4,449 4,983
NASPERS LTD N SPONS ADR 2,906 3,179
NATWEST GROUP ADR REPRESENTING 2,815 3,602
NETFLIX INC 12,084 9,001
NEUBERGER BERMAN SMALL CAP GRO 32,877 35,793
NEWMONT GOLDCORP CORPORATION 7,668 12,254
NEXXEN INTERNATIONAL LTD SPON 1,508 1,033
NIPPON YUSEN KABUSHIKI KAISHA 4,210 3,846
NOVOZYMES A/S UNSP/ADR 2,351 2,354
NVIDIA CORP 23,857 30,217
ON HOLDING ORD SHS CLASS A 1,383 1,208
ORLA 994 1,266
OSTERWEIS STRATEGIC INCOME FUN 120,783 120,779
OTIS WORLDWIDE CORP 1,568 1,415
PALO ALTO NETWORKS INC 10,351 10,131
PEPSICO INC 8,768 9,714
PETROLEO BRASILEIRO 5,048 4,730
PICC PROPERTY&CASLTY 3,621 3,730
PING AN INSURANCE GROUP ADR 2,276 3,037
PROCORE TECHNOLOGIES INC 1,215 1,237
PROGRESSIVE CORP OHIO 13,853 12,534
PROSUS NV ADR 1,097 1,224
PRUDENTIAL PLC SC 583 688
PT ASTRA INTL ADR 1,634 2,192
PT BANK RAKYAT ADR 465 476
QUALCOMM INC 2,359 2,593
RAYMOND JAMES FINANCIAL INC 6,422 6,948
RECRUIT HOLDINGS CO 1,393 1,463
REDDIT, INC 1,132 1,839
ROCKWELL AUTOMATION INC 7,491 9,024
ROLLINS INC 10,502 10,897
RYANAIR HOLDINGS PLC-ADR COM 5,588 6,840
SAGE GROUP PLC UNS/ADR 1,577 1,336
SAIA, INC 1,714 1,959
SANDOZ GROUP AG 739 728
SANLAM LTD SPONSORED ADR (SOUT 410 443
SAP AKTIENGESELL ADS 1,165 972
SEIKO EPSON CORP ADR 2,705 2,730
SENDAS DISTRIBUIDORA 2,640 2,103
SERVICE NOW 2,978 2,298
SHERWIN-WILLIAMS CO 3,446 3,255
SHOPIFY INC 1,492 2,093
SIEMENS ENERGY AG 2,057 2,803
SINGAPORE AIRLINES 680 645
SK TELECOM ADS ADS 5,142 4,714
SMITH & NEPHEW PLC ADR 1,178 1,026
SMITHS GROUP ORD 37.5P 999 1,061
SONY GROUP CORP 2,880 3,412
SOUTHERN CO 8,674 8,807
SPDR PORTFOLIO DEVELOPED WORLD 190,472 208,548
SPDR PORTFOLIO EMERGING MARKET 29,378 32,346
SPDR PORTFOLIO SMALL CAP ETF 71,661 80,131
SPDR S&P 500 GROWTH 107,176 124,092
SPDR S&P 500 VALUE 238,034 260,018
SPROTT INC 3,708 4,822
STANDARD CHARTERED 7,045 11,030
STANTEC INC 1,897 1,606
STATE STREET SPDR 185,616 188,195
STRYKER CORPORATION 4,282 3,881
SUBARU CORPORATION 476 601
SUMITOMO CORP S/ADR 1,121 1,313
SUN HUNG KAI PY LTD S/ADR 1,919 1,960
SVENSKA HANDELSBK UNS ADR 2,746 3,063
SWISS RE LTD ADR 2,181 2,176
T. ROWE PRICE CAPITAL APPRECIA 141,188 143,554
TAIWAN SEMICONDUCTOR MFG CO LT 4,713 6,394
TECHNOPRO HOLDINGS 5 SPONSORED 2,821 2,420
TELECOM ITALIA SPA ADR 461 498
TELEFONICA BRASIL, S.A 4,189 4,507
TELEPERFORMANCE SA 1,014 867
TEVA PHARMACEUTICAL INDUSTRIES 710 749
TEXAS INSTRUMENTS INC 3,687 3,201
TEXAS ROADHOUSE, INC 1,701 1,506
THALES S.A. 806 756
TIM SA 1,869 1,834
TJX COMPANIES INC 13,954 14,296
TOAST INC 1,056 852
TOTALENERGIES SE 1,357 1,439
TRACTOR SUPPLY CO COM 2,298 2,116
TREX CO INC 1,010 631
UL SOLUTIONS INC CI A 9,007 9,087
UNDISCOVERED MANAGERS BEHAVIOR 37,306 36,341
UNICREDIT SPA 3,809 4,935
UNITED RENTALS INC 1,469 1,625
UNITEDHEALTH GROUP INC 1,588 1,672
VALE SA 6,355 8,899
VEEVA SYSTEMS INC 15,120 13,394
VERISIGN INC 11,874 10,723
VERISK ANALYTICS, INC 4,440 3,367
VERTEX PHARMCTLS INC 3,988 4,080
VICI PROPERTIES INC 5,687 5,287
VISA INC 12,313 12,320
VODAFONE GROUP PLC 1,176 1,519
WAL-MART STORES INC 10,371 11,475
WASTE MANAGEMENT INC 13,273 12,829
WATERS CORP 1,394 1,519
WEIBO CORPORATION 3,416 3,557
WH GROUP LIMITED SPON ADR EACH 4,544 5,262
WIPRO LTD SPON ADR 641 599
X FINANCIAL SPON ADS CL A 1,866 661
XIAOMI CORP 1,014 731
YARA INTERNATIONAL ASA 746 796
YUM CHINA HOLDINGS INC 3,371 3,667
Z HOLDINGS CORP 2,260 1,737
ZURICH INS GROU ADR 1,232 1,369

TY 2025 InvestmentsGovtObligationsSch
Name:
849 Foundation
EIN:
27-0602001
US Government Securities - End of Year Book Value:

152,253
US Government Securities - End of Year Fair Market Value:

156,510
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 OtherExpensesSchedule
Name:
849 Foundation
EIN:
27-0602001
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 17,643     17,643
Bank Charges 519 519    
Postage/Delivery Service 14     14
State or Local Filing Fees 25     25


TY 2025 OtherProfessionalFeesSchedule
Name:
849 Foundation
EIN:
27-0602001
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 53,262 53,262    


TY 2025 TaxesSchedule
Name:
849 Foundation
EIN:
27-0602001
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 1,100      
990-PF Excise Tax for 2024 413      
Foreign Tax Paid 501 501