Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1532 AFT
  Room/suite
City or town
PENNINGTON
State or province
NJ
Country  
ZIP or foreign postal code
08534
A Employer identification number

87-3929920
B Telephone number (see instructions)

8888663275
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)$2,172,490J 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) 611,711
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,851 41,851  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 249,369
b Gross sales price for all assets on line 6a 1,003,007
7 Capital gain net income (from Part IV, line 2)... 249,369
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 902,931 291,220  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,522 8,114   5,409
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,538 636   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,310 8,750 0 6,659
25 Contributions, gifts, grants paid....... 348,000 348,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 379,310 8,750 0 354,659
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 523,621
b Net investment income (if negative, enter -0-) 282,470
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............. 168,535 589 589
2 Savings and temporary cash investments......... 9,061 50,404 50,404
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
290,546 		491,016
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
126,215 		131,542
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,353,928 Click to see attachment
List of Attached Documents:
// Content
1,174,551 		1,498,939
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) 1,531,524 1,642,305 2,172,490
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,531,524 1,642,305
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)..... 1,531,524 1,642,305
30 Total liabilities and net assets/fund balances (see instructions). 1,531,524 1,642,305
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
1,531,524
2
Enter amount from Part I, line 27a .....................
2
523,621
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,055,145
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
412,840
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,642,305
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 118. ISHARES S&P 500 GROWTH ETF   2022-05-27 2025-01-07
b 24. ISHARES S&P 500 VALUE   2022-05-27 2025-01-07
c 12. ISHARES S&P MIDCAP 400 GROWTH   2022-05-27 2025-01-07
d 20. ISHARES S&P MID-CAP 400 VALUE ETF   2022-05-27 2025-01-07
e 16. ISHARES S&P SMALLCAP 600 VALUE ETF   2022-05-27 2025-01-07
6. ISHARES S&P SMALLCAP 600 GROWTH ETF   2022-05-27 2025-01-07
7. ISHARES INC CORE MSCI EMERGING MKTS ETF   2023-02-06 2025-01-07
2795.426 PUTNAM FLOATING RATE INCOME FUND CL Y   2022-05-27 2025-01-07
51. ISHARES S&P 500 VALUE   2015-06-29 2025-02-25
17. ISHARES S&P MID-CAP 400 VALUE ETF   2021-07-13 2025-02-25
139. ISHARES TR CORE MSCI EAF ETF   2024-12-30 2025-02-25
55. ISHARES INC CORE MSCI EMERGING MKTS ETF   2024-12-30 2025-02-25
38. VANGUARD LONG-TERM TREASURY ETF   2024-12-30 2025-02-25
2363. HARTFORD FLOATING RATE FUND CL I   2024-12-30 2025-03-25
358. HARTFORD FLOATING RATE FUND CL I   2025-01-07 2025-03-25
185. HARTFORD FLOATING RATE FUND CL I   2025-01-23 2025-03-25
18. COLUMBIA FLOATING RATE FUND CL INSTL   2024-12-30 2025-04-25
67. EATON VANCE FLOATING RATE FUND CL I   2024-12-30 2025-04-25
52. EATON VANCE FLOATING RATE ADV CL I   2024-12-30 2025-04-25
98. ISHARES TR CORE MSCI EAF ETF   2024-12-30 2025-04-25
41. ISHARES INC CORE MSCI EMERGING MKTS ETF   2024-12-30 2025-04-25
32. VANGUARD LONG-TERM TREASURY ETF   2024-12-30 2025-04-25
4000. AMAZON.COM INC GLB   2025-01-07 2025-04-28
4000. APPLE INC GLB   2025-01-07 2025-04-28
2. COLUMBIA FLOATING RATE FUND CL INSTL   2024-12-30 2025-05-14
20. ISHARES S&P 500 GROWTH ETF   2015-06-29 2025-05-14
10. ISHARES S&P 500 VALUE   2015-06-29 2025-05-14
9. ISHARES S&P MIDCAP 400 GROWTH   2015-06-29 2025-05-14
7. ISHARES S&P MID-CAP 400 VALUE ETF   2021-07-13 2025-05-14
2. ISHARES S&P SMALLCAP 600 GROWTH ETF   2024-05-13 2025-05-14
12. ISHARES TR CORE MSCI EAF ETF   2024-12-30 2025-05-14
9. ISHARES INC CORE MSCI EMERGING MKTS ETF   2024-12-30 2025-05-14
42. NYLI FLOATING RATE FUND CL I   2025-03-25 2025-05-14
2. VANGUARD LONG-TERM TREASURY ETF   2024-12-30 2025-05-14
7. ISHARES S&P 500 GROWTH ETF   2015-06-29 2025-06-12
4. ISHARES S&P 500 VALUE   2015-06-29 2025-06-12
4000. WEYERHAEUSER CO 4.75% 2026 PAR CALL MLSEC # E7550   2025-01-07 2025-08-25
5. ISHARES S&P 500 GROWTH ETF   2024-12-30 2025-09-22
4. ISHARES S&P MID-CAP 400 VALUE ETF   2024-12-30 2025-09-22
7. ISHARES TR CORE MSCI EAF ETF   2024-12-30 2025-09-22
246. ISHARES S&P 500 GROWTH ETF   2024-12-30 2025-09-29
24. ISHARES S&P 500 VALUE   2024-12-30 2025-09-29
22. ISHARES S&P MIDCAP 400 GROWTH   2024-12-30 2025-09-29
5. ISHARES S&P SMALLCAP 600 GROWTH ETF   2024-12-30 2025-09-29
70. ISHARES TR CORE MSCI EAF ETF   2024-12-30 2025-09-29
110. ISHARES INC CORE MSCI EMERGING MKTS ETF   2024-12-30 2025-09-29
11. ISHARES S&P 500 GROWTH ETF   2025-01-23 2025-10-03
8. ISHARES S&P 500 VALUE   2024-12-30 2025-10-03
63. ISHARES S&P MIDCAP 400 GROWTH   2024-12-30 2025-10-03
19. ISHARES S&P MID-CAP 400 VALUE ETF   2025-01-23 2025-10-03
139. ISHARES S&P MID-CAP 400 VALUE ETF   2024-12-30 2025-10-03
41. ISHARES S&P SMALLCAP 600 VALUE ETF   2025-01-23 2025-10-03
226. ISHARES S&P SMALLCAP 600 VALUE ETF   2024-12-30 2025-10-03
16. ISHARES S&P SMALLCAP 600 GROWTH ETF   2025-01-23 2025-10-03
87. ISHARES S&P SMALLCAP 600 GROWTH ETF   2024-05-13 2025-10-03
45. ISHARES INC CORE MSCI EMERGING MKTS ETF   2023-02-06 2025-10-03
49. ISHARES INC CORE MSCI EMERGING MKTS ETF   2024-12-30 2025-10-03
58. COLUMBIA FLOATING RATE FUND CL INSTL   2024-12-30 2025-11-24
211. EATON VANCE FLOATING RATE FUND CL I   2024-12-30 2025-11-24
182. EATON VANCE FLOATING RATE ADV CL I   2024-12-30 2025-11-24
20. ISHARES S&P 500 GROWTH ETF   2025-10-03 2025-11-24
412. ISHARES S&P 500 GROWTH ETF   2024-12-30 2025-11-24
268. ISHARES S&P 500 VALUE   2024-12-30 2025-11-24
147. ISHARES S&P MIDCAP 400 GROWTH   2024-12-30 2025-11-24
137. ISHARES S&P MID-CAP 400 VALUE ETF   2024-12-30 2025-11-24
88. ISHARES S&P SMALLCAP 600 VALUE ETF   2024-12-30 2025-11-24
43. ISHARES S&P SMALLCAP 600 GROWTH ETF   2024-12-30 2025-11-24
334. ISHARES TR CORE MSCI EAF ETF   2025-10-03 2025-11-24
178. ISHARES INC CORE MSCI EMERGING MKTS ETF   2024-12-30 2025-11-24
218. NYLI FLOATING RATE FUND CL I   2025-03-25 2025-11-24
77. VANGUARD LONG-TERM TREASURY ETF   2025-10-03 2025-11-24
118. VANGUARD LONG-TERM TREASURY ETF   2024-12-30 2025-11-24
2000. ABBVIE INC 4.95%MAR15 31 GLB   2025-01-07 2025-11-25
2000. AON CORP/AON GLOBAL HOLD COMPANY GUARNT GLB   2025-01-07 2025-11-25
2000. CSX CORP GLB   2025-01-07 2025-11-25
2000. COMCAST CORP COMPANY GUARNT GLB   2025-01-07 2025-11-25
1000. ENTERPRISE PRODUCTS OPER COMPANY GUARNT   2025-01-07 2025-11-25
2000. GENERAL MILLS INC GLB   2025-01-07 2025-11-25
2000. GENERAL MOTORS FINL CO GLB   2025-01-07 2025-11-25
2000. KLA CORP GLB   2025-01-07 2025-11-25
2000. REGIONS FINANCIAL CORP GLB   2025-01-07 2025-11-25
2000. SHERWIN-WILLIAMS CO GLB   2025-01-07 2025-11-25
2000. TRUIST FINANCIAL CORP SER MTN   2025-01-07 2025-11-25
2000. UNITED PARCEL SERVICE GLB   2025-01-07 2025-11-25
2000. WASTE MANAGEMENT INC COMPANY GUARNT GLB   2025-01-07 2025-11-25
11. ISHARES IBONDS DEC 2025 TERM CORPORATE ETF   2025-10-03 2025-12-18
50. ISHARES IBONDS DEC 2025 TERM CORPORATE ETF   2025-01-23 2025-12-18
98. ISHARES IBONDS DEC 2025 TERM CORPORATE ETF   2025-01-07 2025-12-18
4000. ANHEUSER-BUSCH CO 3.65% 26 COMP GUARNT SER * GLB   2025-01-07 2025-12-29
12390. FLUOR CORP NEW COM   2022-03-06 2025-12-31
(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 12,148   7,733 4,415
b 4,601   3,606 995
c 1,102   854 248
d 2,508   2,086 422
e 1,731   1,571 160
818   691 127
368   348 20
22,391   21,908 483
10,038   4,749 5,289
2,137   1,778 359
10,598   9,795 803
3,012   2,882 130
2,192   2,111 81
18,171   18,384 -213
2,753   2,792 -39
1,423   1,443 -20
591   604 -13
547   561 -14
506   521 -15
7,627   6,906 721
2,198   2,149 49
1,809   1,777 32
3,735   3,642 93
3,898   3,850 48
66   67 -1
2,063   575 1,488
1,888   931 957
807   386 421
852   732 120
260   261 -1
964   846 118
517   472 45
368   369 -1
109   111 -2
745   201 544
771   372 399
4,015   3,998 17
608   514 94
519   498 21
610   493 117
29,679   25,265 4,414
4,932   4,581 351
2,110   2,007 103
705   680 25
6,083   4,933 1,150
7,244   5,765 1,479
1,333   1,167 166
1,665   1,527 138
6,081   5,747 334
2,495   2,467 28
18,249   17,293 956
4,624   4,561 63
25,486   24,487 999
2,286   2,256 30
12,430   11,341 1,089
3,010   2,235 775
3,277   2,568 709
1,924   1,946 -22
1,715   1,768 -53
1,771   1,824 -53
2,423   2,420 3
49,904   42,314 7,590
55,499   51,156 4,343
13,867   13,410 457
17,576   17,044 532
9,627   9,535 92
5,962   5,847 115
28,862   29,653 -791
11,766   9,328 2,438
1,899   1,914 -15
4,412   4,378 34
6,761   6,554 207
2,078   1,991 87
1,812   1,691 121
2,097   1,988 109
1,783   1,667 116
971   928 43
1,781   1,659 122
2,036   2,010 26
2,042   1,947 95
1,885   1,779 106
1,848   1,737 111
2,067   1,963 104
2,094   1,975 119
2,062   1,943 119
277   276 1
1,257   1,256 1
2,463   2,457 6
4,000   3,969 31
492,733   290,546 202,187
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       4,415
b       995
c       248
d       422
e       160
      127
      20
      483
      5,289
      359
      803
      130
      81
      -213
      -39
      -20
      -13
      -14
      -15
      721
      49
      32
      93
      48
      -1
      1,488
      957
      421
      120
      -1
      118
      45
      -1
      -2
      544
      399
      17
      94
      21
      117
      4,414
      351
      103
      25
      1,150
      1,479
      166
      138
      334
      28
      956
      63
      999
      30
      1,089
      775
      709
      -22
      -53
      -53
      3
      7,590
      4,343
      457
      532
      92
      115
      -791
      2,438
      -15
      34
      207
      87
      121
      109
      116
      43
      122
      26
      95
      106
      111
      104
      119
      119
      1
      1
      6
      31
      202,187
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 2 249,369
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 3,926
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,926
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,926
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,466
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,466
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,540
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,540 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)
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532 AFTPENNINGTONNJ ZIP+408534
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
CARLOS HERNANDEZ PRESIDENT
1 		0    
960 CRESCENT BEACH ROAD
VERO BEACH,FL32963
DEBORAH HERNANDEZ VICE PRESIDENT
1 		0    
960 CRESCENT BEACH ROAD
VERO BEACH,FL32963
ALICIA HERNANDEZ ASSISTANT SEC/TREAS
1 		0    
701 N WESTON LANE
AUSTIN,TX78733
MONICA HERNANDEZ SECRETARY
1 		0    
1341 28TH STREET NW
WASHINGTON,DC20007
CECILIA HERNANDEZ TREASURER
1 		0    
2518 WORTHINGTON STREET
DALLAS,TX75204
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,816,299
b
Average of monthly cash balances.......................
1b
37,815
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,854,114
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,854,114
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,812
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,826,302
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
91,315
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
91,315
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,926
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,926
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
87,389
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
87,389
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
87,389
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
354,659
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
354,659
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 87,389
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 8,169
d From 2023...... 48,554
e From 2024...... 609,913
f Total of lines 3a through e ........ 666,636
4Qualifying distributions for 2025 from Part
XI, line 4: $ 354,659
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 87,389
e Remaining amount distributed out of corpus 267,270
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 933,906
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		933,906
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 8,169
c Excess from 2023 .... 48,554
d Excess from 2024 .... 609,913
e Excess from 2025 .... 267,270
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

PURDUE FOR LIFE RESEARCH FOUNDATION

403 WEST WOOD STREET
WEST LAFAYETTE,IN47907 		N/A   UNRESTRICTED GENERAL 318,000

UNIVERSITY OF MIAMI

PO BOX 248106
CORAL GABLES,FL33124 		N/A   UNRESTRICTED GENERAL 25,000

CENTER FOR AMERICAN & INTERNATIONAL LAW

5201 DEMOCRACY DRIVE
PLANO,TX75024 		N/A   UNRESTRICTED GENERAL 5,000
Total ................................. 3a 348,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 41,851  
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 ............ 		    18 249,369  
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) ..   291,220  
13Total. Add line 12, columns (b), (d), and (e)..................
13
291,220
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

87-3929920
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
  		Employer identification number
87-3929920
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CARLOS DEBORAH HERNANDEZ
960 CRESCENT BEACH ROAD
 
VERO BEACH, FL32963

$ 500,990


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CARLOS DEBORAH HERNANDEZ CLAT
1300 AMERICAN BLVD
 
PENNINGTON, NJ08534

$ 110,721


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
  		Employer identification number

87-3929920
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITIES $ 500,990 2025-12-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
  		Employer identification number

87-3929920
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
EIN:
87-3929920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
EIN:
87-3929920
Name of Bond End of Year Book Value End of Year Fair Market Value
03740LAC6 AON CORP/AON GLOBAL 2,536 2,711
373334KS9 GEORGIA POWER CO GLB 3,978 4,063
126408HW6 CSX CORP GLB 1,988 2,082
00287YDT3 ABBVIE INC GLB 1,991 2,068
94106LBW8 WASTE MANAGEMENT INC 1,943 2,052
369550BL1 GENERAL DYNAMICS COR 3,911 3,991
35137LAH8 FOX CORP GLB 3,940 4,051
571748CC4 MARSH & MCLENNAN COS 3,861 4,052
89788MAT9 TRUIST FINANCIAL COR 1,963 2,065
824348BL9 SHERWIN-WILLIAMS CO 2,605 2,763
828807DL8 SIMON PROPERTY GROUP 3,807 3,834
404119CH0 HCA INC COMPANY GUAR 3,848 3,958
29379VBV4 ENTERPRISE PRODUCTS 2,784 2,909
370334CQ5 GENERAL MILLS INC GL 2,489 2,663
482480AL4 KLA CORP GLB 1,947 2,029
756109CC6 SPIRIT REALTY LP XPN 3,700 3,887
00206RKH4 AT&T INC GLB 4,093 4,385
278062AH7 EATON CORP COMPANY G 3,729 3,936
87264ABU8 T-MOBILE USA INC COM 3,975 3,984
025537AW1 AMERICAN ELECTRIC PO 4,087 4,293
571903BS1 MARRIOTT INTERNATION 3,902 4,109
053332BE1 AUTOZONE INC GLB 4,007 4,023
438516CS3 HONEYWELL INTERNATIO 3,877 4,074
437076CB6 HOME DEPOT INC GLB 3,586 3,782
760759BK5 REPUBLIC SERVICES IN 3,914 4,142
7591EPAT7 REGIONS FINANCIAL CO 2,669 2,839
49456BAX9 KINDER MORGAN INC CO 3,873 4,116
89236TMF9 TOYOTA MOTOR CREDIT 4,013 4,126
37045XEX0 GENERAL MOTORS FINL 2,009 2,035
78409VBH6 S&P GLOBAL INC COMPA 3,821 3,936
911312CD6 UNITED PARCEL SERVIC 1,975 2,077
20030NDM0 COMCAST CORP COMPANY 2,501 2,674
15135BAV3 CENTENE CORP GLB 3,550 3,681
24703DBN0 DELL INT LLC / EMC C 3,957 4,108
406216BJ9 HALLIBURTON CO GLB 3,760 3,947
02005NBT6 ALLY FINANCIAL INC G 4,129 4,224
29444UBL9 EQUINIX INC GLB 3,601 3,794
009158BF2 AIR PRODUCTS & CHEMI 3,896 4,079

TY 2025 InvestmentsCorpStockSchedule
Name:
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
EIN:
87-3929920
Name of Stock End of Year Book Value End of Year Fair Market Value
343412102 FLUOR CORP 290,546 491,016

TY 2025 InvestmentsOtherSchedule2
Name:
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
EIN:
87-3929920
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
19766F613 COLUMBIA FLOATING RA AT COST 4,634 4,577
277911491 EATON VANCE FLOATING AT COST 4,696 4,533
277923637 EATON VANCE FLOATING AT COST 4,693 4,535
56063J344 NYLI FLOATING RATE AT COST 4,592 4,550
464287606 ISHARES S&P MIDCAP 4 AT COST 19,215 21,992
464287309 ISHARES S&P GROWTH AT COST 45,967 74,203
46436E130 ISHARES IBONDS DEC 2 AT COST 3,697 3,869
464287705 ISHARES S&P MID-CAP AT COST 24,456 27,765
464287887 ISHARES S&P SMALLCAP AT COST 9,308 10,022
46435UAA9 ISHASRES TR IBONDS D AT COST 3,959 4,006
46436E726 IBONDS DEC 2030 TER AT COST 3,860 3,995
464287879 ISHARES S&P SMALLCAP AT COST 14,524 16,148
46435GAA0 ISHASRES IBONDS DEC AT COST 3,976 3,998
92206C847 VANGUARD LONG-TERM T AT COST 14,134 14,396
46435U515 ISHASRES IBONDS DEC AT COST 3,915 3,996
46438G653 ISHARES TR SHS IBOND AT COST 3,815 3,982
46432F842 ISHASRES TR CORE MSC AT COST 37,630 47,145
46436E486 IBONDS DEC 2031 TERM AT COST 3,843 3,997
46436E205 IBONDS DEC 2029 TERM AT COST 3,899 4,002
46436E312 ISHARES TR IBONDS DE AT COST 3,820 3,983
464287408 ISHARES S&P 500 VALU AT COST 63,728 80,375
46438G372 ISHARES IBONDS DEC 2 AT COST 3,986 3,995
46434G103 ISHARES INC CORE MSC AT COST 13,351 17,612
464287606 ISHARES S&P MID-CAP AT COST 56,934 76,536
746763226 PUTNAM FLOATING RATE      
46432F842 ISHARES CORE MSCI EA AT COST 133,174 165,143
464287408 ISHARES S&P 500 VALU AT COST 205,680 275,267
464287705 ISHARES S&P MID-CAP AT COST 86,203 96,850
464287879 ISHARES S&P SMALL-CA AT COST 52,398 56,860
464287309 ISHARES S&P 500 GROW AT COST 147,055 253,546
464287887 ISHARES S&P SMALL-CA AT COST 34,096 35,572
46434G103 ISHARES CORE MSCI EM AT COST 47,427 60,834
19766F613 COLUMBIA FLOATING RA AT COST 15,769 15,590
277911491 EATON VANCE FLOATING AT COST 16,042 15,482
277923637 EATON VANCE FLOATING AT COST 16,056 15,481
416649804 HARTFORD FLOATING RA      
92206C847 VANGUARD LONG-TERM T AT COST 48,320 48,546
56063J344 NYLI FLOATING RATE AT COST 15,699 15,556

TY 2025 OtherDecreasesSchedule
Name:
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
EIN:
87-3929920
Description Amount
CONTRIBUTION EXCESS FMV/BASIS 210,444
YEAR END SALE 202,187
TIMING DIFFERENCE 209


TY 2025 OtherProfessionalFeesSchedule
Name:
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
EIN:
87-3929920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES - BOA 13,333 8,000   5,333
INVESTMENT MANAGEMENT FEES 189 114   76


TY 2025 SubstantialContributorsSch
Name:
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
EIN:
87-3929920
Name Address
CARLOS DEBORAH HERNANDEZ 960 CRESCENT BEACH ROAD
VERO BEACH,FL32963
CARLOS DEBORAH HERNANDEZ CLAT 1300 AMERICAN BLVD
PENNINGTON,NJ08534


TY 2025 TaxesSchedule
Name:
THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION
EIN:
87-3929920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 10,436 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,466 0   0
FOREIGN TAXES ON QUALIFIED FOR 467 467   0
FOREIGN TAXES ON NONQUALIFIED 169 169   0