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 TALBOTT AND ANN BOND
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) co 1300 YORK ROAD 335A
  Room/suite
City or town
TIMONIUM
State or province
MD
Country  
ZIP or foreign postal code
21093
A Employer identification number

52-1661599
B Telephone number (see instructions)

4108420573
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)$477,927J 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)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 10,672 10,672  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,604
b Gross sales price for all assets on line 6a 27,641
7 Capital gain net income (from Part IV, line 2)... 1,604
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........ 12,276 12,276  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,777 0   6,777
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,018 4,018   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
195 195   0
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
258 258   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,248 4,471   6,777
25 Contributions, gifts, grants paid....... 17,325 17,325
26 Total expenses and disbursements. Add lines 24 and 25 ................ 34,573 4,471   24,102
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,297
b Net investment income (if negative, enter -0-) 7,805
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 12,532 6,182 6,182
2 Savings and temporary cash investments.........      
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) 10,157 Click to see attachment
List of Attached Documents:
// Content
4,586 		4,569
b Investments—corporate stock (attach schedule)....... 164,782 Click to see attachment
List of Attached Documents:
// Content
164,443 		447,286
c Investments—corporate bonds (attach schedule)....... 29,889 Click to see attachment
List of Attached Documents:
// Content
19,852 		19,890
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) 217,360 195,063 477,927
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........... 217,360 195,063
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 217,360 195,063
30 Total liabilities and net assets/fund balances (see instructions). 217,360 195,063
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
217,360
2
Enter amount from Part I, line 27a .....................
2
-22,297
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
195,063
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
195,063
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 13 SHS OF L3HARRIS TECH INC   2023-09-25 2025-02-13
b 50 SHS OF HOWMET AEROSPACE INC PFD   2005-03-23 2025-12-17
c 10,000 ABBVIE INC FXD RT SR NT 3.600% 05/14/25   2022-03-16 2025-05-14
d 10,000 UNITED STATES TREAS NTS 2.750% 08/31/25   2020-12-02 2025-09-02
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,641   2,259 382
b 5,000   3,778 1,222
c 10,000   10,000 0
d 10,000   10,000 0
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       382
b       1,222
c       0
d       0
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,604
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) 1 108
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........................... 3 108
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- ..... 5 108
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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....... 9 108
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MD
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 addressNONE
14
The books are in care ofBrendan E Pedersen Esq Telephone no. (410) 842-0573

Located at1300 YORK ROAD STE 335ATIMONIUMMD ZIP+421093
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EVELYN C BOND DIRECTOR/VP/SEC
1.00 		3,000 0 0
C/O 1300 YORK ROAD STE 335A
TIMONIUM,MD21093
HENRY M BOND DIRECTOR/PRES/TREAS
1.00 		3,000 0 0
C/O 1300 YORK ROAD STE 335A
TIMONIUM,MD21093
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.........................0
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
439,577
b
Average of monthly cash balances.......................
1b
11,498
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
451,075
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
451,075
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,766
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
444,309
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
22,215
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
22,215
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
108
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
108
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,107
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
22,107
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
22,107
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
24,102
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
24,102
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 22,107
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...... 21,550
b From 2021......  
c From 2022...... 12,514
d From 2023...... 23,416
e From 2024...... 8,736
f Total of lines 3a through e ........ 66,216
4Qualifying distributions for 2025 from Part
XI, line 4: $ 24,102
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..... 22,107
e Remaining amount distributed out of corpus 1,995
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 68,211
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) ... 		21,550
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		46,661
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 12,514
c Excess from 2023 .... 23,416
d Excess from 2024 .... 8,736
e Excess from 2025 .... 1,995
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

AMERICAN RED CROSS

4700 MOUNT HOPE DR
BALTIMORE,MD21215 		    HUMANITARIAN RELIEF. Red Cross volunteers and staff work to deliver vital services from providing relief and support to those in crisis, to helping you be prepared to respond in emergencies. 100

AM FUND

2603 MAITLAND CENTER PKWY
MAITLAND,FL32751 		    Empowering worthy nonprofits by providing much-needed unrestricted funds. 4,900

AUDUBON SOCIETY

225 VARICK STREET
NEW YORK,NY10014 		    PROTECTION OF ANIMALS. The National Audubon Society protects birds and the places they need, today and tomorrow, throughout the Americas using science, advocacy, education, and on-the-ground conservation. 200

CATHOLIC CHARITIES

320 CATHEDRAL STREET
BALTIMORE,MD21201 		    RELIGIOUS PURPOSES. TO touch the lives of hundreds of thousands of individuals and families each year. 200

CHEBEAGUE ISLAND LAND TRUST

371 TUTTLE ROAD 2
CUMBERLAND,ME04021 		    Our mission is to permanently conserve and steward natural resources across our island and mainland communities for the benefit of current and future generations. 200

CHESAPEAKE BAY TRUST

108 SEVERN AVE
ANNAPOLIS,MD21403 		    CONSERVATION OF THE ENVIRONMENT. To engage and empower diverse groups to take actions that enrich natural resources and local communities of the Chesapeake Bay region. 200

CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS ROAD
ITHACA,NY14850 		    Our mission is to interpret and conserve the earth's biological diversity through research, education, and citizen science focused on birds and nature. 200

DEFENDERS OF ANIMAL RIGHT

14412 OLD YORK ROAD
PHOENIX,MD21131 		    ELIMINATING CRUELTY TO ALL ANIMALS 250

ENVIRONMENTAL DEFENSE FUN

1875 CONNECTICUT AVE NW SUITE 600
WASHINGTON,DC20009 		    CONSERVATION OF THE ENVIRONMENT. one of the world's top environmental organizations. To deliver bold solutions that cut climate pollution and strengthen the ability of people and nature to thrive -- even with the climate change occuring right now. 25

FIRST TEE - GREATER BALTIMORE

303 INTERNATIONAL CIRCLE STE T119
HUNT VALLEY,MD21030 		    First Tee is a youth development organization that enables kids to build the strength of character that empowers them through a lifetime of new challenges. By seamlessly integrating the game of golf with a life skills curriculum, we create active learning experiences that build inner strength, self-confidence, and resilience that kids can carry to everything they do. We're Building Game Changers through our junior golf programs. 500

FRIENDS OF THE SMITHSONIAN

PO BOX 37012 MRC 712
WASHINGTON,DC20013 		    Friends of the Smithsonian help make possible the one-of-a-kind exhibitions, world-class programming, groundbreaking research, and unparalleled digital and educational resources that people associate with the Smithsonian. 150

FRIENDS SCHOOL

5114 NORTH CHARLES STREET
BALTIMORE,MD21210 		    EDUCATION PURPOSES. A SCHOOL. 250

HOLY MARTYRS CATHOLIC CHURCH

266 FORESIDE ROAD
FALMOUTH,ME04105 		    GRANT TO CHURCH, A RELIGIOUS ORGANIZATION 100

IMMACULATE CONCEPTION

200 WARE AVE
TOWSON,MD21204 		    GRANT TO CHURCH, A RELIGIOUS ORGANIZATION 200

Lasallian Christian Brothers Foundation

4401 Redwood Road
NAPA,CA94558 		    The Lasallian Christian Brothers Foundation provides scholarships for underserved students 175

LIVING CLASSROOMS

1417 THAMS STREET
BALTIMORE,MD21231 		    Living Classrooms provides access to more equitable education, workforce, health, and wellness opportunities that enable individuals to achieve their goals and build safer, stronger, and healthier communities for all. 375

MARINE MAMMAL CENTER

2000 BUNKER ROAD
SAUSALITO,CA94965 		    THE MARINE MAMMAL CENTER ADVANCES GLOBAL OCEAN CONSERVATION THROUGH RESCUE AND REHABILITATION, SCIENTIFIC RESEARCH, AND EDUCATION. 100

MARYLAND FAMILY NETWORK

1800 Washington Blvd Suite 445
BALTIMORE,MD21230 		    Maryland Family Network ensures that young children have strong families, quality learning environments, and a champion for their interests. 1,000

MPT

11767 OWINGS MILLS BLVD
OWINGS MILLS,MD21117 		    PUBLIC RADIO. Maryland Public Television, commonly known as MPT, is a public television network that broadcasts throughout the entire state of Maryland and the District of Columbia and into parts of Delaware, Pennsylvania, Virginia, and West Virginia. 150

NATIONAL GEOGRAPHIC

1145 17TH STREET NW
WASHINGTON,DC20036 		    working to reduce our human footprint on the planet, and inspiring a new generation of changemakers to value the natural world and help create a brighter future. 100

NRDC

1152 15TH STREET NEW
WASHINGTON,DC20005 		    CONSERVATION OF THE ENVIRONMENT. NRDC works to safeguard the earth--its people, its plants and animals, and the natural systems on which all life depends. 100

OCEAN CONSERVANCY

1300 19TH STREET NW 8TH FLOOR
WASHINGTON,DC20036 		    CONSERVATION OF THE ENVIRONMENT. Ocean Conservancy is working to protect the ocean from today's greatest global challenges. Together, we create evidence-based solutions for a healthy ocean and the wildlife and communities that depend on it. 150

OUR LADY OF GOOD HOPE

7 UNION STREET
CAMDEN,ME04843 		    GRANT TO CHURCH, A RELIGIOUS ORGANIZATION 100

RENEWAL MINISTRIES

PO BOX 491
ANN ARBOR,MI48106 		    RELIGIOUS ORGANIZATION. Renewal Ministries seeks to foster renewal in the Catholic Church through the power of the Holy Spirit for the salvation of souls. 100

SOCIETY OF THE LITTLE FLOWER

1313 N FRONTAGE ROAD
DARIEN,IL60561 		    RELIGIOUS PURPOSES. Founded in 1923, the Society of the Little Flower is the largest organization in the world promoting devotion to St. Therese. Over half a million active members share in the spirit of St. Therese. 50

ST JOSEPH CHURCH

100 CHURCH LANE
TEXAS,MD21030 		    GRANT TO CHURCH, A RELIGIOUS ORGANIZATION 200

THE RECOMPENSE FUND

PO BOX 42
CHEBEAGUE ISLAND,ME04017 		    The Recompense Fund is dedicated exclusively to Chebeague. It is a 501(c)3 philanthropic organization. Formerly called the The Recompense Foundation, it was founded in 1991. Since transitioning from a single donor foundation in 2013, the Recompense Fund has grown rapidly to over 500 donors who give generously of their resources and ideas. 100

THE SHRINE OF SACRED HEART

5800 SMITH AVE
BALTIMORE,MD21209 		    GRANT TO CHURCH, A RELIGIOUS ORGANIZATION 100

CHEBEAGUE ISLAND RECREATION CENTER

382 NORTH ROAD
CHEBEAGUE ISLAND,ME04017 		    To provide the Chebeague Island community with recreational and educational opportunities that strengthen overall health and social connection to enhance lives and secure futures. 1,100

SIERRA CLUB

2101 Webster Street Suite 1350
Oakland,CA94612 		    To explore, enjoy, and protect the wild places of the earth; 100

ST THOMAS PRE SCHOOL

232 St Thomas Lane
OWINGS MILLS,MD21117 		    Our mission is to support young children in reaching their full potential by providing a vibrant and innovative learning community. It is our belief that exploration, creativity, and collaboration inspire the healthy development of a child's physical, social, emotional and cognitive capacities. 1,500

CHEBEAGUE ISLAND LIBRARY

247 S RD UNIT 3
CHEBEAGUE ISLAND,ME04017 		    CHEBEAGUE ISLAND, MAINE LIBRARY'S PURPOSE IS TO NURTURE A SENSE OF COMMUNITY AND SERVE AS A HUB FOR LEARNING, EXPLORATION, AND CONNECTION ON CHEBEAGUE ISLAND. 50

GREENPEACE FUND

1300 Eye Street NW
WASHINGTON,DC20005 		    The Greenpeace Movement's global mission is to expose environmental problems and promote the solutions necessary to secure a green, just, and peaceful future for many generations to come. Greenpeace Fund, Inc. is a non-profit organization within the Greenpeace global network that supports the campaign efforts of Greenpeace USA and other Greenpeace national and regional offices through environmental grants for research, public education, and advocacy. 250

PETA

501 Front St
NORFOLK,VA23510 		    PETA opposes speciesism, a human-supremacist worldview, and focuses its attention on the four areas in which the largest numbers of animals suffer the most intensely for the longest periods of time: in laboratories, the food industry, the clothing trade, and the entertainment business. We also work on a variety of other issues, including the cruel killing of rodents, birds, and other animals who are often considered "pests," as well as cruelty to domesticated animals. 200

TOWN OF ROCKPORT

34 Broadway
ROCKPORT,MA01966 		    Grant to a governmental unit 1,650

FARA

533 W Uwchlan Ave
DOWNINGTOWN,PA19335 		    The Friedreich's Ataxia Research Alliance (FARA) is committed to advancing research towards meaningful treatments and a cure for Friedreich's ataxia. Because FARA focuses its funding solely on carefully vetted research, all donations directly impact FARA's ability to promote the progress of treatments and cures for FA. 500

MAINE MEDIA COLLEGE

PO Box 200
ROCKPORT,ME04856 		    For five decades, Maine Media Workshops has enjoyed an unparalleled reputation as one of the most inspiring places in the world to learn the art and craft of visual storytelling. Maine Media students represent 44 countries and our alumni have gone on to establish significant careers in the media arts. Maine Media students and alumni range in age from 14 in our Young Artist program, to artists in the prime of their careers, and those in their 70's, 80's and 90's who continue to find inspiration here each year. 50

The Basilica of the National Shrine of the Immaculate Conception

400 Michigan Avenue
WASHINGTON,DC20017 		    GRANT TO CHURCH, A RELIGIOUS ORGANIZATION 500

INTERNATIONAL RHINO FOUNDATION

201 Main Street Suite 2600
FORT WORTH,TX76102 		    To ensure the survival of rhinos through strategic partnerships, targeted protection, and scientifically sound interventions. 250

ART WITH A HEART

3000 Falls Road Mill No 1
BALTIMORE,MD21211 		    Art with a Heart's mission is to enhance the lives of people in need through visual art. 250

GRAF

3133 Old Glenview Rd
Wilmette,IL60091 		    To support the organization's charitable, educational, and religious programs and activities. 100

ASSOCIATION OF THE MIRACULOUS MEDAL

475 E Chelten Ave
PHILADELPHIA,PA19144 		    Our work is built around a simple mission: to bring people closer to Jesus through Mary. Through our programs, outreach, and the Basilica Shrine, we create opportunities for all to deepen their faith and become part of Mary's Miraculous Medal Family. 50

EWTN

5817 OLD LEEDS RD
IRONDALE,AL35210 		    RELIGIOUS PURPOSES. EWTN Global Catholic Network is the largest religious media network in the world. 500
Total ................................. 3a 17,325
bApproved for future payment
Total ................................. 3b 0
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 10,672  
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 ............ 		        1,604
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) .. 0 10,672 1,604
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,276
(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.)
8 THE NET PROCEEDS FROM THE SALE OF ASSETS ARE USED TO PRODUCE CAPITAL
8 FOR MAKING ADDITIONAL GRANTS
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE TALBOTT AND ANN BOND
 
FAMILY FOUNDATION
EIN:
52-1661599
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM INC FXD RT SR NT 3.150% 08/22/27 9,845 9,920
JPMORGAN CHASE & CO FXD RT SR NT 3.200% 06/15/26 10,007 9,970

TY 2025 InvestmentsCorpStockSchedule
Name:
THE TALBOTT AND ANN BOND
 
FAMILY FOUNDATION
EIN:
52-1661599
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 4,745 8,806
ABBOTT LABS 2,027 9,146
ABBVIE INC 3,701 17,137
APPLE INC 2,490 16,312
AUTOMATIC DATA PROCESSING INC 1,086 9,003
BANK OF AMERICA CORP 2,314 5,500
BRISTOL MYERS SQUIBB CO 4,877 4,585
CARRIER GLOBAL CORP 1,178 3,170
CATERPILLAR INC 1,729 14,322
CHEVRON CORP 10,481 16,765
CHUBB LTD 6,891 15,606
CISCO SYSTEMS INC 2,716 7,703
CORNING INC 8,152 27,581
CROWN CASTLE INTL CORP 2,807 2,666
DANAHER CORP COM 4,531 5,036
DIGITAL RLTY TR INC 2,589 3,094
DISNEY WALT CO 9,058 8,533
DUKE ENERGY CORP 2,973 5,861
DUPONT EI DE NEMOURS & CO PFD 4,469 3,398
EMERSON ELEC CO 2,724 7,034
EXXON MOBIL CORP 3,695 7,822
INTEL CORP 1,844 3,321
JOHNSON & JOHNSON 1,829 10,348
JPMORGAN CHASE & CO 3,337 24,167
LOCKHEED MARTIN CORP 3,601 4,837
MEDTRONIC PLC 2,596 2,402
MERCK & CO INC 4,315 11,579
MICROSOFT CORP 1,695 31,435
MONDELEZ INTL INC CL A 4,842 6,190
NIKE INC CL B 3,969 3,186
NORFOLK SOUTHN CORP 941 3,176
NXP SEMICONDUCTORS 2,365 4,341
OCCIDENTAL PETE CORP COM 1,250 1,028
ORGANON & CO 216 79
PEPSI CO INC 4,500 9,329
PHILIP MORRIS INTL INC 6,053 12,030
PROCTER & GAMBLE CO 4,475 11,465
QUALCOMM INC 3,688 11,118
RTX CORP (FOMERLY RATHEON) 3,627 11,004
STATE STR CORP 2,232 3,225
SYSCO CORP 901 2,579
TAIWAN SEMICONDUCTOR MFG CO 1,866 45,584
TARGET CORP 1,310 3,910
TJX COS INC 3,022 12,289
UNITED PARCEL SVC INC CL B 3,461 3,472
VERIZON COMMUNICATIONS INC 5,903 4,928
WELLS FARGO & CO 5,372 11,184

TY 2025 InvestmentsGovtObligationsSch
Name:
THE TALBOTT AND ANN BOND
 
FAMILY FOUNDATION
EIN:
52-1661599
US Government Securities - End of Year Book Value:

4,586
US Government Securities - End of Year Fair Market Value:

4,569
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 LegalFeesSchedule
Name:
THE TALBOTT AND ANN BOND
 
FAMILY FOUNDATION
EIN:
52-1661599
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEST, EDWARDS & ASSOCIATES, LLC 6,777 0   6,777


TY 2025 OtherExpensesSchedule
Name:
THE TALBOTT AND ANN BOND
 
FAMILY FOUNDATION
EIN:
52-1661599
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS BANK FEES 64 64   0
Amortization 194 194   0


TY 2025 OtherProfessionalFeesSchedule
Name:
THE TALBOTT AND ANN BOND
 
FAMILY FOUNDATION
EIN:
52-1661599
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TUFTON CAPITAL MANAGEMENT FEE 4,018 4,018   0


TY 2025 TaxesSchedule
Name:
THE TALBOTT AND ANN BOND
 
FAMILY FOUNDATION
EIN:
52-1661599
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 103 103   0
UNITED STATES TREASURY 92 92   0