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
TAUCK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 10 WESTPORT ROAD
  Room/suite
City or town
WILTON
State or province
CT
Country  
ZIP or foreign postal code
06897
A Employer identification number

27-0729341
B Telephone number (see instructions)

2038996915
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)$30,942,246J 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) 243,728
2 Check .................
3 Interest on savings and temporary cash investments 56,148 10,322  
4 Dividends and interest from securities... 745,908 745,908  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 933,425
b Gross sales price for all assets on line 6a 5,401,806
7 Capital gain net income (from Part IV, line 2)... 933,425
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........ 1,979,209 1,689,655  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 157,999 0   157,999
14 Other employee salaries and wages...... 61,500 0   61,500
15 Pension plans, employee benefits....... 29,358 0   29,358
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,400 0   7,400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
178,031 155,281   22,750
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
51,018 0   16,999
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 19,997 0   19,997
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,585 0   20,585
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 525,888 155,281   336,588
25 Contributions, gifts, grants paid....... 1,208,594 1,208,594
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,734,482 155,281   1,545,182
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 244,727
b Net investment income (if negative, enter -0-) 1,534,374
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............. 145,784 89,478 89,478
2 Savings and temporary cash investments......... 252,127 213,904 213,904
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,832,633 Click to see attachment
List of Attached Documents:
// Content
19,504,613 		24,061,899
c Investments—corporate bonds (attach schedule)....... 7,041,700 Click to see attachment
List of Attached Documents:
// Content
3,195,884 		3,287,346
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,755,601 Click to see attachment
List of Attached Documents:
// Content
3,231,406 		3,204,615
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
47,717 		Click to see attachment
List of Attached Documents:
// Content
85,004 		Click to see attachment
List of Attached Documents:
// Content
85,004
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,075,562 26,320,289 30,942,246
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,075,562 26,320,289
29 Total net assets or fund balances (see instructions)..... 26,075,562 26,320,289
30 Total liabilities and net assets/fund balances (see instructions). 26,075,562 26,320,289
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
26,075,562
2
Enter amount from Part I, line 27a .....................
2
244,727
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
26,320,289
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
26,320,289
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 0.61 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-12-26
b 130 SHS COHERENT CORP   2025-01-24 2025-12-16
c 92 SHS CBOE GLOBAL MARKETS INC   2024-11-21 2025-12-15
d 20 SHS LABCORP HOLDINGS INC   2024-06-18 2025-12-15
e 5 SHS LABCORP HOLDINGS INC   2024-03-19 2025-12-15
60 SHS IQVIA HOLDINGS INC   2022-02-23 2025-12-08
590 SHS BATH & BODY WORKS INC   2025-04-09 2025-12-08
332 SHS BATH & BODY WORKS INC   2025-03-25 2025-12-08
170 SHS BATH & BODY WORKS INC   2024-12-09 2025-12-08
572 SHS BATH & BODY WORKS INC   2024-09-11 2025-12-08
37.62 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-11-25
36 SHS TJX COMPANIES INC   2023-12-27 2025-11-18
27 SHS ADVANCED MICRO DEVICES   2025-09-03 2025-11-18
112 SHS COHERENT CORP   2025-01-24 2025-11-11
39 SHS IQVIA HOLDINGS INC   2022-02-23 2025-11-07
21 SHS WILLIS TOWERS WATSON PLC   2023-09-27 2025-11-07
6 SHS ASML HOLDING NV-NY REG SHS   2022-05-04 2025-11-07
2 SHS ASML HOLDING NV-NY REG SHS   2021-03-24 2025-11-07
5 SHS MOTOROLA SOLUTIONS INC   2023-03-17 2025-11-07
10 SHS MOTOROLA SOLUTIONS INC   2022-09-29 2025-11-07
24 SHS UNION PACIFIC CORP   2024-06-28 2025-11-07
13 SHS THERMO FISHER SCIENTIFIC INC   2023-09-27 2025-11-07
2 SHS THERMO FISHER SCIENTIFIC INC   2023-08-08 2025-11-07
30 SHS PROGRESSIVE CORP   2023-09-27 2025-11-07
32 SHS LOWE'S COS INC   2021-03-18 2025-11-07
242 SHS BATH & BODY WORKS INC   2024-09-11 2025-11-07
8 SHS ELI LILLY & CO   2025-03-25 2025-11-06
62 SHS COHERENT CORP   2025-01-24 2025-11-06
50 SHS EATON CORP PLC   2023-09-27 2025-11-05
66 SHS CBRE GROUP INC - A   2021-05-20 2025-11-05
38 SHS CBOE GLOBAL MARKETS INC   2024-11-21 2025-11-05
25 SHS MCKESSON CORP   2025-04-30 2025-11-05
49 SHS JPMORGAN CHASE & CO   2021-11-02 2025-11-05
31 SHS JPMORGAN CHASE & CO   2016-03-30 2025-11-05
4797.647 SHS AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR   2023-09-27 2025-11-05
59 SHS SHOPIFY INC - CLASS A   2025-01-24 2025-11-05
45 SHS MASTERCARD INC - A   2022-02-14 2025-11-05
173 SHS WALMART INC   2023-09-27 2025-11-05
81 SHS SCHWAB (CHARLES) CORP   2022-11-09 2025-11-05
52 SHS SCHWAB (CHARLES) CORP   2022-10-05 2025-11-05
50 SHS NVIDIA CORP   2022-07-13 2025-11-05
256 SHS NVIDIA CORP   2022-02-14 2025-11-05
78 SHS MORGAN STANLEY   2022-02-23 2025-11-05
1 SHS MICROSOFT CORP   2021-08-17 2025-11-05
58 SHS MICROSOFT CORP   2021-06-24 2025-11-05
27 SHS MICROSOFT CORP   2021-05-20 2025-11-05
31 SHS MICROSOFT CORP   2020-09-03 2025-11-05
77 SHS BROADCOM INC   2023-09-27 2025-11-05
133 SHS ALPHABET INC-CL C   2023-09-27 2025-11-05
3484.705 SHS AB SUST INTL THEMATIC - ADV   2021-03-18 2025-11-05
2 SHS WW GRAINGER INC   2023-09-27 2025-11-05
10 SHS WW GRAINGER INC   2022-03-16 2025-11-05
19 SHS GOLDMAN SACHS GROUP INC   2021-08-17 2025-11-05
88 SHS WALT DISNEY CO/THE   2025-05-15 2025-11-05
14 SHS COSTCO WHOLESALE CORP   2023-09-27 2025-11-05
22 SHS CATERPILLAR INC   2025-07-25 2025-11-05
195 SHS APPLE INC   2021-08-17 2025-11-05
9 SHS AMAZON.COM INC   2023-09-27 2025-11-05
74 SHS AMAZON.COM INC   2021-10-06 2025-11-05
18 SHS GE VERNOVA INC   2024-07-23 2025-11-05
12 SHS LAM RESEARCH CORP   2023-05-01 2025-11-05
79 SHS LAM RESEARCH CORP   2023-09-27 2025-11-05
20 SHS ELI LILLY & CO   2025-03-25 2025-11-04
68 SHS COHERENT CORP   2025-01-24 2025-11-04
225 SHS FISERV INC   2024-11-08 2025-10-30
264 SHS FISERV INC   2024-09-30 2025-10-30
18 SHS CATERPILLAR INC   2025-07-25 2025-10-30
50 SHS ACCENTURE PLC-CL A   2024-02-23 2025-10-28
56 SHS ACCENTURE PLC-CL A   2023-12-27 2025-10-28
92 SHS ACCENTURE PLC-CL A   2023-11-03 2025-10-28
21 SHS ACCENTURE PLC-CL A   2023-10-23 2025-10-28
56 SHS ACCENTURE PLC-CL A   2023-09-29 2025-10-28
67 SHS ACCENTURE PLC-CL A   2023-09-27 2025-10-28
110 SHS COMCAST CORP-CLASS A   2024-11-21 2025-10-28
174 SHS COMCAST CORP-CLASS A   2024-11-08 2025-10-28
407 SHS COMCAST CORP-CLASS A   2023-09-29 2025-10-28
953 SHS COMCAST CORP-CLASS A   2023-09-27 2025-10-28
18 SHS MICROSOFT CORP   2020-09-03 2025-10-28
36 SHS APPLE INC   2021-08-17 2025-10-28
47.45 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-10-27
15 SHS WILLIS TOWERS WATSON PLC   2023-09-27 2025-10-23
7 SHS GOLDMAN SACHS GROUP INC   2021-08-17 2025-10-23
397.46 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-10-21
30000 SHS LOS ANGELES CA UNIF SCH DIST DUE 07/01/2045 5.000%   2024-11-12 2025-10-21
58 SHS NVIDIA CORP   2022-02-14 2025-10-15
30 SHS MASTERCARD INC - A   2022-02-14 2025-10-10
10 SHS MASTERCARD INC - A   2022-02-03 2025-10-10
2 SHS MASTERCARD INC - A   2021-11-02 2025-10-10
11 SHS EQUINIX INC   2025-06-10 2025-10-10
12 SHS EQUINIX INC   2024-12-19 2025-10-10
11 SHS EQUINIX INC   2024-07-23 2025-10-10
13 SHS EQUINIX INC   2024-06-14 2025-10-10
85 SHS EQUINIX INC   2024-04-05 2025-10-10
39 SHS ALIGN TECHNOLOGY INC   2025-07-25 2025-10-10
30 SHS ALIGN TECHNOLOGY INC   2024-12-19 2025-10-10
41 SHS ALIGN TECHNOLOGY INC   2024-06-14 2025-10-10
153 SHS ALIGN TECHNOLOGY INC   2024-06-04 2025-10-10
3 SHS JPMORGAN CHASE & CO   2016-03-30 2025-10-07
48 SHS BROADCOM INC   2023-09-27 2025-10-07
26 SHS GE VERNOVA INC   2024-07-23 2025-10-07
16 SHS LAM RESEARCH CORP   2023-03-17 2025-10-07
88 SHS LAM RESEARCH CORP   2023-05-01 2025-10-07
43 SHS JPMORGAN CHASE & CO   2016-03-30 2025-10-06
16 SHS WILLIS TOWERS WATSON PLC   2023-09-27 2025-10-06
28 SHS WILLIS TOWERS WATSON PLC   2022-06-15 2025-10-06
21 SHS WILLIS TOWERS WATSON PLC   2022-06-06 2025-10-06
27 SHS GOLDMAN SACHS GROUP INC   2021-08-17 2025-10-06
2 SHS GOLDMAN SACHS GROUP INC   2021-05-20 2025-10-06
106 SHS LABCORP HOLDINGS INC   2023-09-27 2025-10-06
37 SHS LABCORP HOLDINGS INC   2023-09-29 2025-10-06
40 SHS LABCORP HOLDINGS INC   2024-03-19 2025-10-06
79 SHS ABBOTT LABORATORIES   2022-05-04 2025-10-06
145 SHS ABBOTT LABORATORIES   2023-09-27 2025-10-06
125000 SHS MILWAUKEE WI MET SEWERAGE DIST DUE 10/01/2025 4.000%   2021-05-06 2025-10-01
9 SHS ASML HOLDING NV-NY REG SHS   2021-03-24 2025-09-30
12 SHS ASML HOLDING NV-NY REG SHS   2021-03-18 2025-09-30
183 SHS FISERV INC   2024-09-30 2025-09-30
131 SHS ALIGN TECHNOLOGY INC   2024-06-04 2025-09-30
54 SHS LAM RESEARCH CORP   2023-03-17 2025-09-22
106 SHS SHOPIFY INC - CLASS A   2025-01-24 2025-09-15
23 SHS ALPHABET INC-CL C   2023-09-27 2025-09-12
16 SHS JPMORGAN CHASE & CO   2016-03-30 2025-09-03
64 SHS BROADCOM INC   2023-09-27 2025-08-29
23 SHS GE VERNOVA INC   2024-07-23 2025-08-29
5 SHS BROADCOM INC   2023-09-27 2025-08-27
1 SHS WW GRAINGER INC   2022-03-16 2025-08-27
165 SHS BROADCOM INC   2023-09-27 2025-08-26
6 SHS WW GRAINGER INC   2022-03-16 2025-08-26
195.52 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-08-25
381 SHS COMCAST CORP-CLASS A   2023-09-27 2025-08-19
209 SHS COMCAST CORP-CLASS A   2022-03-16 2025-08-19
109 SHS PROCTER & GAMBLE CO/THE   2024-05-13 2025-08-19
242 SHS PROCTER & GAMBLE CO/THE   2024-01-10 2025-08-19
3 SHS APPLE INC   2021-08-17 2025-08-12
56 SHS APPLE INC   2021-08-17 2025-08-11
21 SHS LABCORP HOLDINGS INC   2023-08-08 2025-08-11
27 SHS LABCORP HOLDINGS INC   2023-08-16 2025-08-11
27 SHS LABCORP HOLDINGS INC   2023-09-27 2025-08-11
1 SHS SHOPIFY INC - CLASS A   2025-01-24 2025-08-07
218 SHS SHOPIFY INC - CLASS A   2025-01-24 2025-08-06
229 SHS TAPESTRY INC   2024-11-08 2025-08-05
316 SHS PENTAIR PLC   2024-07-23 2025-08-04
45 SHS PENTAIR PLC   2025-07-11 2025-08-04
116 SHS PENTAIR PLC   2025-03-31 2025-08-04
232 SHS PENTAIR PLC   2024-08-13 2025-08-04
105000 SHS LOS ANGELES CA HARBOR DEPT DUE 08/01/2025 5.000%   2023-06-07 2025-08-01
90 SHS COMCAST CORP-CLASS A   2022-03-16 2025-07-31
248 SHS COMCAST CORP-CLASS A   2021-11-16 2025-07-31
194 SHS COMCAST CORP-CLASS A   2021-08-18 2025-07-31
67 SHS TAPESTRY INC   2024-11-08 2025-07-30
244 SHS TAPESTRY INC   2023-09-29 2025-07-30
302 SHS BATH & BODY WORKS INC   2024-09-11 2025-07-30
13 SHS MICROSOFT CORP   2020-09-03 2025-07-25
55.48 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-07-25
21 SHS GE VERNOVA INC   2024-06-14 2025-07-24
5 SHS GE VERNOVA INC   2024-07-23 2025-07-24
1 SHS PROCTER & GAMBLE CO/THE   2024-01-10 2025-07-23
80 SHS PROCTER & GAMBLE CO/THE   2024-01-10 2025-07-22
4 SHS ACCENTURE PLC-CL A   2023-09-27 2025-07-21
3 SHS TAPESTRY INC   2023-09-29 2025-07-21
415.819 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-07-21
49 SHS ACCENTURE PLC-CL A   2023-09-27 2025-07-18
6 SHS TAPESTRY INC   2023-09-29 2025-07-18
131 SHS TAPESTRY INC   2023-09-27 2025-07-18
853 SHS STARBUCKS CORP   2024-10-22 2025-07-14
366 SHS BATH & BODY WORKS INC   2024-09-11 2025-07-02
31 SHS ISHARES 7-10 YEAR TREASURY B   2023-09-27 2025-06-30
1906.77 SHS AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR   2023-09-27 2025-06-30
4553.968 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-06-30
4827.549 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-06-26
182.45 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-06-25
40 SHS ADOBE INC   2023-09-29 2025-06-24
43 SHS ADOBE INC   2023-09-27 2025-06-24
15000 SHS LOS ANGELES CA CMNTY CLG DIST DUE 08/01/2032 5.000%   2024-05-29 2025-06-17
77 SHS BROADCOM INC   2023-09-27 2025-06-12
71 SHS ADOBE INC   2023-09-27 2025-06-11
6 SHS ASML HOLDING NV-NY REG SHS   2021-03-18 2025-06-10
26 SHS GE VERNOVA INC   2024-06-14 2025-06-05
1669.449 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-05-30
55000 SHS CLEVELAND OH WTR REVENUE DUE 01/01/2043 5.000%   2024-10-17 2025-05-27
101.69 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-05-27
2 SHS GE VERNOVA INC   2024-06-14 2025-05-23
2 SHS LABCORP HOLDINGS INC   2023-08-08 2025-05-23
108 SHS GE VERNOVA INC   2024-05-13 2025-05-22
1 SHS GE VERNOVA INC   2024-06-14 2025-05-22
33 SHS LABCORP HOLDINGS INC   2023-08-08 2025-05-22
4103.288 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-05-20
13357.143 SHS AB SUST INTL THEMATIC - ADV   2021-03-18 2025-05-20
218 SHS BRISTOL-MYERS SQUIBB CO   2023-09-29 2025-05-19
253 SHS BRISTOL-MYERS SQUIBB CO   2023-09-27 2025-05-19
2 SHS ALPHABET INC-CL C   2023-09-27 2025-05-16
66 SHS BUILDERS FIRSTSOURCE INC   2025-03-31 2025-05-15
41 SHS BUILDERS FIRSTSOURCE INC   2024-11-12 2025-05-15
34 SHS BUILDERS FIRSTSOURCE INC   2023-09-29 2025-05-15
154 SHS ROBERT HALF INC   2024-08-13 2025-05-15
80 SHS ROBERT HALF INC   2024-07-23 2025-05-15
193 SHS ROBERT HALF INC   2024-02-01 2025-05-15
47 SHS ROBERT HALF INC   2023-12-27 2025-05-15
285 SHS ALPHABET INC-CL C   2023-09-27 2025-05-15
366 SHS BRISTOL-MYERS SQUIBB CO   2023-09-27 2025-05-15
143 SHS BRISTOL-MYERS SQUIBB CO   2023-09-27 2025-05-14
94 SHS BRISTOL-MYERS SQUIBB CO   2023-09-18 2025-05-14
93 SHS BRISTOL-MYERS SQUIBB CO   2023-08-08 2025-05-14
21 SHS ROBERT HALF INC   2023-12-27 2025-05-09
80 SHS ROBERT HALF INC   2023-09-29 2025-05-09
168 SHS ROBERT HALF INC   2023-09-27 2025-05-09
60000 SHS LOS ANGELES CA DEPT OF WTR & P DUE 07/01/2042 5.000%   2022-06-27 2025-05-09
49 SHS BUILDERS FIRSTSOURCE INC   2023-09-29 2025-05-08
62 SHS BUILDERS FIRSTSOURCE INC   2023-09-27 2025-05-08
20 SHS ADOBE INC   2023-09-27 2025-05-08
13 SHS ADOBE INC   2022-05-04 2025-05-08
217 SHS BUILDERS FIRSTSOURCE INC   2023-09-27 2025-05-02
10 SHS MASTERCARD INC - A   2021-11-02 2025-04-30
6 SHS TJX COMPANIES INC   2023-12-27 2025-04-30
12 SHS ROBERT HALF INC   2023-09-27 2025-04-30
451.21 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-04-30
48 SHS TJX COMPANIES INC   2023-12-27 2025-04-29
106 SHS ROBERT HALF INC   2023-09-27 2025-04-29
34 SHS ROBERT HALF INC   2023-09-18 2025-04-29
75 SHS ROBERT HALF INC   2023-05-31 2025-04-29
71 SHS ROBERT HALF INC   2023-05-01 2025-04-29
18 SHS IDEXX LABORATORIES INC   2024-11-08 2025-04-29
13 SHS IDEXX LABORATORIES INC   2024-07-23 2025-04-29
23 SHS IDEXX LABORATORIES INC   2024-05-13 2025-04-29
15 SHS IDEXX LABORATORIES INC   2023-09-29 2025-04-29
46 SHS IDEXX LABORATORIES INC   2023-09-27 2025-04-29
37 SHS IDEXX LABORATORIES INC   2022-09-02 2025-04-29
77.46 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-04-25
12 SHS MOTOROLA SOLUTIONS INC   2022-09-29 2025-04-23
13 SHS MOTOROLA SOLUTIONS INC   2022-07-25 2025-04-23
11 SHS MICROSOFT CORP   2020-09-03 2025-04-23
118 SHS TAPESTRY INC   2023-09-27 2025-04-23
14 SHS MOTOROLA SOLUTIONS INC   2022-07-13 2025-04-23
18 SHS PROGRESSIVE CORP   2023-09-27 2025-04-21
39 SHS PROGRESSIVE CORP   2023-09-27 2025-04-15
16 SHS PROGRESSIVE CORP   2023-09-27 2025-04-09
45 SHS TAPESTRY INC   2022-04-26 2025-04-07
569 SHS TAPESTRY INC   2023-09-27 2025-04-07
122 SHS TAPESTRY INC   2022-04-26 2025-03-31
49 SHS ALPHABET INC-CL C   2023-09-27 2025-03-31
59 SHS ALPHABET INC-CL C   2021-04-21 2025-03-31
335 SHS ARCBEST CORP   2024-05-13 2025-03-31
218 SHS ARCBEST CORP   2024-04-24 2025-03-31
76 SHS ON SEMICONDUCTOR   2024-11-08 2025-03-24
219 SHS ON SEMICONDUCTOR   2024-05-13 2025-03-24
905 SHS ON SEMICONDUCTOR   2024-04-17 2025-03-24
40 SHS MICROSOFT CORP   2020-09-03 2025-03-24
81 SHS BROADCOM INC   2023-09-27 2025-03-24
99 SHS ALPHABET INC-CL C   2021-04-21 2025-03-24
49 SHS APPLE INC   2021-08-17 2025-03-11
29 SHS APPLE INC   2021-08-16 2025-03-11
77 SHS ALPHABET INC-CL C   2019-07-25 2025-03-11
22 SHS ALPHABET INC-CL C   2021-04-21 2025-03-11
131 SHS STARBUCKS CORP   2024-10-22 2025-03-05
7 SHS COSTCO WHOLESALE CORP   2023-09-27 2025-03-05
60000 SHS CALIFORNIA ST UNIV REVENUE DUE 11/01/2044 5.000%   2024-08-08 2025-03-05
1 SHS TAPESTRY INC   2022-04-26 2025-03-04
305 SHS TAPESTRY INC   2022-04-26 2025-03-03
11 SHS ISHARES 1-3 YR TREASURY BO   2023-09-28 2025-02-27
124 SHS ISHARES 7-10 YEAR TREASURY B   2023-09-27 2025-02-27
2111.905 SHS AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR   2023-09-27 2025-02-27
20 SHS JPMORGAN CHASE & CO   2016-03-30 2025-02-26
3412.212 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-02-26
232 SHS MERCK & CO. INC.   2023-09-29 2025-02-25
441 SHS MERCK & CO. INC.   2023-09-28 2025-02-25
299 SHS MERCK & CO. INC.   2023-09-27 2025-02-25
108 SHS MERCK & CO. INC.   2021-11-16 2025-02-25
206 SHS MERCK & CO. INC.   2021-07-23 2025-02-25
36.01 SHS RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2025-02-25
20 SHS BROADCOM INC   2023-09-27 2025-02-19
67 SHS CBRE GROUP INC - A   2021-05-20 2025-02-13
8 SHS HUBSPOT INC   2024-10-22 2025-02-10
82 SHS CBRE GROUP INC - A   2021-05-20 2025-02-10
102 SHS AMERICAN WATER WORKS CO INC   2023-09-29 2025-02-10
370 SHS AMERICAN WATER WORKS CO INC   2023-09-27 2025-02-10
21 SHS AMERICAN WATER WORKS CO INC   2023-04-13 2025-02-10
22 SHS AMERICAN WATER WORKS CO INC   2023-03-08 2025-02-10
21 SHS AMERICAN WATER WORKS CO INC   2022-09-21 2025-02-10
23 SHS AMERICAN WATER WORKS CO INC   2021-07-19 2025-02-10
67 SHS AMERICAN WATER WORKS CO INC   2021-06-24 2025-02-10
4 SHS AMERICAN WATER WORKS CO INC   2021-05-20 2025-02-10
1 SHS WALMART INC   2023-09-27 2025-02-07
182 SHS WALMART INC   2023-09-27 2025-02-06
182 SHS WALMART INC   2023-09-27 2025-02-05
1 SHS ADOBE INC   2022-05-04 2025-01-28
21 SHS ADOBE INC   2022-04-12 2025-01-28
462.61 SHS AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR   2023-09-27 2025-01-27
19 SHS WALMART INC   2023-09-27 2025-01-22
1 SHS ADOBE INC   2022-04-12 2025-01-22
3 SHS ADOBE INC   2022-02-23 2025-01-22
14 SHS ALPHABET INC-CL C   2019-07-25 2025-01-22
155 SHS WALMART INC   2023-09-27 2025-01-21
23 SHS ADOBE INC   2022-02-23 2025-01-21
176 SHS ALPHABET INC-CL C   2015-06-29 2025-01-21
49 SHS ALPHABET INC-CL C   2019-07-25 2025-01-21
420.214 SHS AB GLOBAL CORE EQUITY-AD   2021-03-18 2025-01-21
204 SHS BROADCOM INC   2023-09-27 2025-01-14
279.412 SHS AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR   2025-02-21 2025-11-05
10 SHS ISHARES 7-10 YEAR TREASURY B   2025-02-21 2025-11-05
3 SHS ISHARES 1-3 YR TREASURY BO   2025-02-21 2025-11-05
95.625 SHS AB SUSTAIN GLOBAL THEM -ADV   2025-02-21 2025-11-05
1.151 SHS AB SUSTAIN GLOBAL THEM -ADV   2025-02-21 2025-10-21
1.306 SHS AB SUSTAIN GLOBAL THEM -ADV   2025-02-21 2025-07-21
1.624 SHS AB SUSTAIN GLOBAL THEM -ADV   2025-02-21 2025-04-30
36 SHS VANGUARD TOTAL INTL BOND ETF   2025-01-07 2025-02-21
21 SHS VANGUARD TOTAL INTL BOND ETF   2023-12-29 2025-02-21
5 SHS VANGUARD TOTAL INTL BOND ETF   2022-01-10 2025-02-21
761 SHS VANGUARD TOTAL INTL BOND ETF   2021-04-26 2025-02-21
11 SHS ISHARES CORE MSCI EMERGING   2025-01-07 2025-02-21
10 SHS ISHARES CORE MSCI EMERGING   2023-04-03 2025-02-21
12 SHS ISHARES CORE MSCI EMERGING   2022-01-10 2025-02-21
14 SHS ISHARES CORE MSCI EMERGING   2021-11-18 2025-02-21
146 SHS ISHARES CORE MSCI EMERGING   2021-04-28 2025-02-21
59 SHS ISHARES CORE MSCI EMERGING   2021-04-26 2025-02-21
9 SHS ISHARES CORE INTL STOCK ETF   2025-01-07 2025-02-21
53 SHS ISHARES CORE INTL STOCK ETF   2022-09-21 2025-02-21
14 SHS ISHARES CORE INTL STOCK ETF   2022-01-10 2025-02-21
887 SHS ISHARES CORE INTL STOCK ETF   2021-04-26 2025-02-21
16 SHS ISHARES CORE S&P TOTAL U.S.   2023-04-03 2025-02-21
8 SHS ISHARES CORE S&P TOTAL U.S.   2022-01-10 2025-02-21
3 SHS ISHARES CORE S&P TOTAL U.S.   2021-11-18 2025-02-21
494 SHS ISHARES CORE S&P TOTAL U.S.   2021-04-26 2025-02-21
7 SHS ISHARES CORE U.S. AGGREGATE BO   2025-01-07 2025-02-21
38 SHS ISHARES CORE U.S. AGGREGATE BO   2024-07-08 2025-02-21
28 SHS ISHARES CORE U.S. AGGREGATE BO   2023-12-29 2025-02-21
35 SHS ISHARES CORE U.S. AGGREGATE BO   2023-10-03 2025-02-21
874 SHS ISHARES CORE U.S. AGGREGATE BO   2021-04-26 2025-02-21
5 SHS ISHARES RUSSELL 1000 GROWTH   2023-04-03 2025-02-21
2 SHS ISHARES RUSSELL 1000 GROWTH   2022-01-10 2025-02-21
66 SHS ISHARES RUSSELL 1000 GROWTH   2021-04-26 2025-02-21
5 SHS ISHARES RUSSELL 1000 VALUE E   2025-01-07 2025-02-21
149 SHS ISHARES RUSSELL 1000 VALUE E   2021-04-26 2025-02-21
1 SHS ISHARES RUSSELL 1000 GROWTH   2021-04-26 2025-01-21
54 SHS. NVIDIA CORP   2022-07-13 2025-12-23
71 SHS APPLOVIN CORP-CLASS A   1950-01-01 2025-12-16
9 SHS TESLA INC   1950-01-01 2025-12-16
185 SHS ALPHABET INC-CL C   1950-01-01 2025-11-06
166 SHS GE VERNOVA INC   1950-01-01 2025-10-15
OTHER GAINS   2020-01-01 2025-12-31
CAPITAL GAINS DIVIDENDS P    
(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 1     1
b 22,797   13,189 9,608
c 22,719   19,328 3,391
d 5,228   4,115 1,113
e 1,307   1,050 257
13,476   13,498 -22
11,490   17,421 -5,931
6,466   10,701 -4,235
3,311   6,330 -3,019
11,140   15,381 -4,241
38     38
5,270   3,339 1,931
6,281   4,357 1,924
17,902   11,362 6,540
8,165   8,774 -609
6,852   4,457 2,395
6,058   3,421 2,637
2,019   1,185 834
1,946   1,319 627
3,891   2,270 1,621
5,281   5,400 -119
7,397   6,475 922
1,138   1,104 34
6,465   4,190 2,275
7,452   5,613 1,839
5,514   6,507 -993
7,476   6,817 659
9,900   6,290 3,610
19,584   10,714 8,870
9,895   5,758 4,137
9,517   7,983 1,534
21,107   17,815 3,292
15,286   8,364 6,922
9,671   1,846 7,825
40,780   37,518 3,262
9,731   6,358 3,373
24,897   16,643 8,254
17,629   9,297 8,332
7,573   6,353 1,220
4,861   3,933 928
10,073   765 9,308
51,575   6,098 45,477
12,890   7,317 5,573
508   292 216
29,479   15,454 14,025
13,723   6,675 7,048
15,756   6,962 8,794
27,931   6,291 21,640
37,764   17,425 20,339
77,465   80,009 -2,544
1,930   1,391 539
9,651   4,878 4,773
15,057   7,645 7,412
9,801   9,887 -86
13,136   7,888 5,248
12,572   9,459 3,113
52,652   29,217 23,435
2,241   1,134 1,107
18,424   12,045 6,379
10,173   3,058 7,115
1,993   631 1,362
13,122   4,807 8,315
18,086   17,043 1,043
8,892   6,899 1,993
15,347   47,613 -32,266
18,008   47,339 -29,331
10,442   7,739 2,703
12,715   18,845 -6,130
14,240   19,744 -5,504
23,395   29,063 -5,668
5,340   6,238 -898
14,240   17,068 -2,828
17,037   20,943 -3,906
3,217   4,738 -1,521
5,089   7,621 -2,532
11,903   17,977 -6,074
27,870   42,309 -14,439
9,766   4,043 5,723
9,683   5,394 4,289
47     47
5,017   3,184 1,833
5,276   2,816 2,460
7,711   6,467 1,244
32,718   33,670 -952
10,451   1,382 9,069
16,775   11,095 5,680
5,592   3,896 1,696
1,118   655 463
8,790   9,887 -1,097
9,589   11,238 -1,649
8,790   8,895 -105
10,388   9,972 416
67,921   66,764 1,157
4,899   7,978 -3,079
3,769   6,419 -2,650
5,150   10,515 -5,365
19,220   38,787 -19,567
922   179 743
16,012   3,922 12,090
15,650   4,417 11,233
2,344   815 1,529
12,893   4,626 8,267
13,270   2,560 10,710
5,547   3,396 2,151
9,708   5,466 4,242
7,281   4,368 2,913
21,495   10,863 10,632
1,592   719 873
29,154   21,695 7,459
10,176   7,455 2,721
11,001   8,403 2,598
10,575   8,893 1,682
19,410   13,843 5,567
125,000   125,000 0
8,678   5,330 3,348
11,570   6,504 5,066
23,508   32,814 -9,306
16,232   33,210 -16,978
7,074   2,749 4,325
15,594   11,423 4,171
5,572   3,013 2,559
4,746   953 3,793
19,495   5,229 14,266
14,479   3,908 10,571
1,503   409 1,094
1,013   488 525
48,691   13,481 35,210
6,086   2,927 3,159
139     139
12,794   16,915 -4,121
7,018   9,474 -2,456
17,212   18,052 -840
38,214   36,251 1,963
689   449 240
12,758   8,390 4,368
5,605   4,480 1,125
7,207   5,837 1,370
7,207   5,526 1,681
153   108 45
33,357   23,493 9,864
25,559   11,912 13,647
32,229   27,487 4,742
4,590   4,819 -229
11,831   10,155 1,676
23,662   19,494 4,168
105,000   105,000 0
2,992   4,080 -1,088
8,245   13,261 -5,016
6,450   11,536 -5,086
7,275   3,485 3,790
26,495   6,995 19,500
9,222   8,120 1,102
6,726   2,920 3,806
37     37
13,178   3,544 9,634
3,138   849 2,289
158   150 8
12,583   11,984 599
1,132   1,250 -118
318   86 232
7,913   6,765 1,148
13,864   15,316 -1,452
622   172 450
13,578   3,671 9,907
79,228   82,692 -3,464
11,990   9,841 2,149
2,968   2,831 137
16,055   14,911 1,144
86,070   74,093 11,977
90,420   78,544 11,876
157     157
15,285   20,360 -5,075
16,431   21,663 -5,232
17,154   16,809 345
19,489   6,291 13,198
29,270   35,768 -6,498
4,693   3,252 1,441
12,663   4,388 8,275
30,000   27,162 2,838
57,517   60,916 -3,399
55     55
936   338 598
483   427 56
49,943   17,389 32,554
462   169 293
7,967   7,040 927
74,885   66,761 8,124
289,850   306,680 -16,830
10,222   12,642 -2,420
11,863   14,646 -2,783
336   262 74
7,713   8,175 -462
4,791   7,375 -2,584
3,973   4,245 -272
7,249   9,363 -2,114
3,766   5,217 -1,451
9,085   15,305 -6,220
2,212   4,127 -1,915
47,287   37,340 9,947
16,645   21,188 -4,543
6,505   8,278 -1,773
4,276   5,503 -1,227
4,230   5,567 -1,337
938   1,844 -906
3,572   5,873 -2,301
7,502   12,226 -4,724
61,030   64,958 -3,928
5,375   6,118 -743
6,801   7,622 -821
7,721   10,076 -2,355
5,019   5,283 -264
24,610   26,678 -2,068
5,419   3,275 2,144
767   557 210
527   873 -346
7,698   7,341 357
6,127   4,453 1,674
4,720   7,714 -2,994
1,514   2,516 -1,002
3,340   4,918 -1,578
3,162   5,205 -2,043
7,777   7,822 -45
5,616   6,159 -543
9,937   11,554 -1,617
6,481   6,530 -49
19,874   19,966 -92
15,985   12,737 3,248
30     30
5,082   2,724 2,358
5,505   2,890 2,615
4,127   2,470 1,657
8,120   3,307 4,813
5,929   2,878 3,051
4,593   2,514 2,079
10,872   5,447 5,425
4,293   2,234 2,059
2,722   1,479 1,243
34,424   15,946 18,478
8,425   4,011 4,414
7,631   6,420 1,211
9,188   6,722 2,466
23,266   39,296 -16,030
15,140   29,699 -14,559
3,442   5,320 -1,878
9,919   15,874 -5,955
40,988   59,247 -18,259
15,760   8,983 6,777
15,536   6,618 8,918
16,770   11,279 5,491
10,931   7,342 3,589
6,469   4,347 2,122
12,882   4,356 8,526
3,681   2,506 1,175
14,663   12,700 1,963
7,331   3,944 3,387
66,987   68,054 -1,067
82   33 49
25,693   10,027 15,666
907   890 17
11,750   11,324 426
17,740   16,515 1,225
5,169   1,191 3,978
60,635   55,517 5,118
21,062   23,926 -2,864
40,036   45,942 -5,906
27,145   31,102 -3,957
9,805   9,090 715
18,702   15,987 2,715
12     12
4,538   1,634 2,904
9,530   5,845 3,685
6,400   4,244 2,156
11,772   7,153 4,619
12,447   12,569 -122
45,153   47,005 -1,852
2,563   3,175 -612
2,685   3,032 -347
2,563   3,080 -517
2,807   3,817 -1,010
8,176   10,374 -2,198
488   619 -131
102   54 48
18,645   9,780 8,865
18,578   9,780 8,798
443   406 37
9,311   9,061 250
3,835   3,618 217
1,779   1,021 758
438   431 7
1,313   1,309 4
2,793   792 2,001
14,487   8,329 6,158
10,100   10,034 66
35,328   4,618 30,710
9,836   2,772 7,064
7,320   6,837 483
46,115   16,668 29,447
2,375   2,330 45
961   937 24
248   247 1
16,513   15,117 1,396
199   182 17
220   206 14
242   257 -15
1,771   1,758 13
1,033   1,036 -3
246   274 -28
37,441   43,496 -6,055
611   578 33
555   488 67
666   716 -50
777   877 -100
8,106   9,728 -1,622
3,276   3,911 -635
635   601 34
3,738   2,889 849
987   983 4
62,551   64,855 -2,304
2,102   1,449 653
1,051   830 221
394   322 72
64,892   47,769 17,123
686   675 11
3,725   3,710 15
2,745   2,780 -35
3,431   3,236 195
85,669   100,253 -14,584
2,024   1,216 808
810   576 234
26,722   17,315 9,407
963   932 31
28,703   23,410 5,293
409   262 147
9,361   9,958 -597
47,658   50,392 -2,734
4,318   7,619 -3,301
52,991   52,152 839
102,851   101,766 1,085
    21,106 -21,106
379,186     379,186
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1
b       9,608
c       3,391
d       1,113
e       257
      -22
      -5,931
      -4,235
      -3,019
      -4,241
      38
      1,931
      1,924
      6,540
      -609
      2,395
      2,637
      834
      627
      1,621
      -119
      922
      34
      2,275
      1,839
      -993
      659
      3,610
      8,870
      4,137
      1,534
      3,292
      6,922
      7,825
      3,262
      3,373
      8,254
      8,332
      1,220
      928
      9,308
      45,477
      5,573
      216
      14,025
      7,048
      8,794
      21,640
      20,339
      -2,544
      539
      4,773
      7,412
      -86
      5,248
      3,113
      23,435
      1,107
      6,379
      7,115
      1,362
      8,315
      1,043
      1,993
      -32,266
      -29,331
      2,703
      -6,130
      -5,504
      -5,668
      -898
      -2,828
      -3,906
      -1,521
      -2,532
      -6,074
      -14,439
      5,723
      4,289
      47
      1,833
      2,460
      1,244
      -952
      9,069
      5,680
      1,696
      463
      -1,097
      -1,649
      -105
      416
      1,157
      -3,079
      -2,650
      -5,365
      -19,567
      743
      12,090
      11,233
      1,529
      8,267
      10,710
      2,151
      4,242
      2,913
      10,632
      873
      7,459
      2,721
      2,598
      1,682
      5,567
      0
      3,348
      5,066
      -9,306
      -16,978
      4,325
      4,171
      2,559
      3,793
      14,266
      10,571
      1,094
      525
      35,210
      3,159
      139
      -4,121
      -2,456
      -840
      1,963
      240
      4,368
      1,125
      1,370
      1,681
      45
      9,864
      13,647
      4,742
      -229
      1,676
      4,168
      0
      -1,088
      -5,016
      -5,086
      3,790
      19,500
      1,102
      3,806
      37
      9,634
      2,289
      8
      599
      -118
      232
      1,148
      -1,452
      450
      9,907
      -3,464
      2,149
      137
      1,144
      11,977
      11,876
      157
      -5,075
      -5,232
      345
      13,198
      -6,498
      1,441
      8,275
      2,838
      -3,399
      55
      598
      56
      32,554
      293
      927
      8,124
      -16,830
      -2,420
      -2,783
      74
      -462
      -2,584
      -272
      -2,114
      -1,451
      -6,220
      -1,915
      9,947
      -4,543
      -1,773
      -1,227
      -1,337
      -906
      -2,301
      -4,724
      -3,928
      -743
      -821
      -2,355
      -264
      -2,068
      2,144
      210
      -346
      357
      1,674
      -2,994
      -1,002
      -1,578
      -2,043
      -45
      -543
      -1,617
      -49
      -92
      3,248
      30
      2,358
      2,615
      1,657
      4,813
      3,051
      2,079
      5,425
      2,059
      1,243
      18,478
      4,414
      1,211
      2,466
      -16,030
      -14,559
      -1,878
      -5,955
      -18,259
      6,777
      8,918
      5,491
      3,589
      2,122
      8,526
      1,175
      1,963
      3,387
      -1,067
      49
      15,666
      17
      426
      1,225
      3,978
      5,118
      -2,864
      -5,906
      -3,957
      715
      2,715
      12
      2,904
      3,685
      2,156
      4,619
      -122
      -1,852
      -612
      -347
      -517
      -1,010
      -2,198
      -131
      48
      8,865
      8,798
      37
      250
      217
      758
      7
      4
      2,001
      6,158
      66
      30,710
      7,064
      483
      29,447
      45
      24
      1
      1,396
      17
      14
      -15
      13
      -3
      -28
      -6,055
      33
      67
      -50
      -100
      -1,622
      -635
      34
      849
      4
      -2,304
      653
      221
      72
      17,123
      11
      15
      -35
      195
      -14,584
      808
      234
      9,407
      31
      5,293
      147
      -597
      -2,734
      -3,301
      839
      1,085
      -21,106
      379,186
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 2 933,425
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 21,328
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 21,328
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 21,328
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 24,000
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 24,000
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 2,672
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,672 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CT
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 addressWWW.TAUCKFAMILYFOUNDATION.ORG
14
The books are in care ofTHE FOUNDATION Telephone no. (203) 899-6915

Located at10 WESTPORT ROADWILTONCT ZIP+406897
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)
Yes
 
(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
ARTHUR C TAUCK III PRESIDENT
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
ARTHUR C TAUCK JR CHAIRMAN
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
COLLEEN R LETH DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
ELIZABETH T WALTERS DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
KIRSTEN T MAHAR DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
CHRISTOPHER MAHAR TREASURER
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
WILLIAM MAHAR DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
FREDERICK WALTERS VICE PRESIDENT
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
KIMBERLEE D HEIN EXECUTIVE DIRECTOR
40.00 		157,999 12,640 0
10 WESTPORT ROAD
WILTON,CT06897
ELIZABETH MAHAR SECRETARY
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
ROBLEY TAUCK DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
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
PATRICIA NUNEZ PROGRAM ASSOCIATE
40.00 		61,500 4,920 0
10 WESTPORT ROAD
WILTON,CT06897
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
ALLIANCE BERNSTEIN INVESTMENT MANAGEMENT 155,281
53 STATE STREET 38TH FLOOR
BOSTON,MA02109
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 THE FOUNDATION IS COMMITTED TO ADVANCING ITS MISSION BY ACTIVELY ENGAGING IN GRANT-MAKING EFFORTS AND PROVIDES FINANCIAL SUPPORT TO QUALIFIED ORGANIZATIONS. 1,545,182
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
29,971,782
b
Average of monthly cash balances.......................
1b
116,567
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
30,088,349
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
30,088,349
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
451,325
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,637,024
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,481,851
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
1,481,851
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
21,328
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,328
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,460,523
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,460,523
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
1,460,523
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
1,545,182
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
1,545,182
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 1,460,523
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 11,198
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,545,182
a Applied to 2024, but not more than line 2a 11,198
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..... 1,460,523
e Remaining amount distributed out of corpus 73,461
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 73,461
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 ...... 		73,461
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 73,461
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KIM HEIN TAUCK FAMILY FOUNDATION IN
10 WESTPORT ROAD PO BOX 650
WILTON,CT06897
(203) 899-6915
KIM@TAUCKFAMILYFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WWW. TAUCKFAMILYFOUNDATION.ORG
cAny submission deadlines:
SEE WWW. TAUCKFAMILYFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WWW. TAUCKFAMILYFOUNDATION.ORG
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

CONNECTICUT COUNCIL FOR PHILANTHROPY

75 CHARTER OAK AVENUE SUITE 1-205
HARTFORD,CT06106 		    RESTRICTED GRANT 250

ENVIRONMENTAL GRANTMAKERS ASSOCIATION

475 RIVERSIDE DRIVE SUITE 960
NEW YORK,NY10115 		    MEMBERSHIP GRANT 5,264

MYRIAD USA

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		    NETWORK OF ENGAGED INTERNATIONAL DONORS GIVING CIRCLE 1,300

THE REGENERATIVE AGRICULTURE FOUNDATION

PO BOX 7276
MINNEAPOLIS,MN55407 		    RESTRICTED GRANT 25,000

CONNECTICUT COUNCIL FOR PHILANTHROPY

75 CHARTER OAK AVENUE SUITE 1-205
HARTFORD,CT06106 		    MEMBERSHIP GRANT 3,680

ECOLOGIC DEVELOPMENT FUND

PO BOX 381571
CAMBRIDGE,MA02238 		    RESTRICTED GRANT 25,000

MYCELIUM YOUTH NETWORK

2744 E 11TH ST SUITE C1
OAKLAND,CA94601 		    RESTRICTED GRANT 25,000

GROUNDSWELL INTERNATIONAL

1025 THOMAS JEFFERSON STREET NW
SUITE 400
WASHINGTON DC,DC20007 		    RESTRICTED GRANT 25,000

THE REGENERATIVE AGRICULTURE FOUNDATION

PO BOX 7276
MINNEAPOLIS,MN55407 		    RESTRICTED GRANT 25,000

ECDYSIS FOUNDATION

46958 188TH ST
ESTELLINE,SD57234 		    RESTRICTED GRANT 50,000

SOUL FIRE FARM INSTITUTE INC

1972 NY HWY 2
PETERSBURG,NY12138 		    RESTRICTED GRANT 25,000

LEGADO INC

PO BOX 173
JACKSON,NH03846 		    RESTRICTED GRANT 50,000

THE REDFORD CENTER

PO BOX 29144
SAN FRANCISCO,CA94129 		    RESTRICTED GRANT 50,000

NATIVE LAND CONSERVANCY INC

PO BOX 974
MASHPEE,MA02649 		    RESTRICTED GRANT 40,000

NEW VENTURE FUND

PO BOX 37734
BALTIMORE,MD21297 		    RESTRICTED GRANT 30,000

QUIVIRA COALITION

1413 SECOND STREET SUITE 1
SANTA FE,NM87505 		    RESTRICTED GRANT 30,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 550
WASHINGTON DC,DC20006 		    MEMBERSHIP GRANT 1,400

MYRIAD USA

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		    NETWORK OF ENGAGED INTERNATIONAL DONORS GIVING CIRCLE 2,000

CONNECTICUT COUNCIL FOR PHILANTHROPY

75 CHARTER OAK AVENUE SUITE 1-205
HARTFORD,CT06106 		    RESTRICTED GRANT 10,000

ENVIRONMENTAL PROTECTION NETWORK

PO BOX 42022
WASHINGTON DC,DC42022 		    RESTRICTED GRANT 50,000

OMPRAKASH FOUNDATION

7511 GREENWOOD AVE NORTH 4161
SEATTLE,WA98103 		    RESTRICTED GRANT 75,000

ALL OUR KIN

1020 FAIRFIELD AVE
BRIDGEPORT,CT06605 		    CAPACITY BUILDING GRANT 20,000

COUNCIL FOR HEALTHY FOOD SYSTEMS

PO BOX 809
CAMERON,TX76521 		    RESTRICTED GRANT 42,000

CULTIVATE KANSAS CITY

4049 PENNSYLVANIA AVE STE 206
KANSAS CITY,MO64111 		    RESTRICTED GRANT 60,000

INNOVATION NETWORK FOR COMMUNITIES

156 GROVER LANE
TAMWORTH,NH03886 		    RESTRICTED GRANT 75,000

SAVORY INSTITUTE

885 ARAPAHOE AVE
BOULDER,CO80302 		    RESTRICTED GRANT 80,100

RAIN FOR THE SAHEL AND SAHARA INC

PO BOX 1503
PORTSMOUTH,NH03805 		    RESTRICTED GRANT 110,900

CATHOLIC ACADEMY OF BRIDGEPORT

63 PEQUONNOCK STREET
BRIDGEPORT,CT06604 		    GENERAL OPERATING SUPPORT GRANT 20,000

NEW BEGINNINGS FAMILY ACADEMY

184 GARDEN STREET
BRIDGEPORT,CT06605 		    GENERAL OPERATING SUPPORT GRANT 20,000

HORIZONS AT GREENS FARMS ACADEMY

25 BEACHSIDE AVENUE
GREENS FARMS,CT06436 		    GENERAL OPERATING SUPPORT GRANT 20,000

CHICAGO ECO HOUSE

6439 S PEORIA STREET UNIT 2
CHICAGO,IL60621 		    RESTRICTED GRANT 75,000

POINT BLUE CONSERVATION SCIENCE

3820 CYPRESS DRIVE SUITE 11
PETALUMA,CA94954 		    RESTRICTED GRANT 20,000

NEW BEGINNINGS FAMILY ACADEMY

184 GARDEN STREET
BRIDGEPORT,CT06605 		    IN HONOR OF GRANT 100

CATALYST CT

2470 FAIRFIELD AVENUE
BRIDGEPORT,CT06605 		    CAPACITY BUILDING GRANT 40,000

HORIZONS AT SACRED HEART UNIVERSITY

5151 PARK AVE
FAIRFIELD,CT06825 		    GENERAL OPERATING SUPPORT GRANT 20,000

NEW BEGINNINGS FAMILY ACADEMY

184 GARDEN STREET
BRIDGEPORT,CT06605 		    IN HONOR OF GRANT 5,000

WAKEMAN BOYS & GIRLS CLUB

595 MADISON AVE
BRIDGEPORT,CT06604 		    IN HONOR OF GRANT 1,000

BURROUGHS COMMUNITY CENTER

2470 FAIRFIELD AVENUE
BRIDGEPORT,CT06605 		    IN HONOR OF GRANT 250

CONNECTICUT FOODSHARE

PO BOX 150430
HARTFORD,CT06115 		    IN HONOR OF GRANT 100

PROSPECTOR THEATER

25 PROSPECT STREET
RIDGEFIELD,CT06877 		    IN HONOR OF GRANT 100

NETWORK OF ENGAGED INTERNATIONAL DONORS GIVING CIRCLE

INDUSTRIOUS COPLEY 131 DARTMOUTH ST
3RD FLOOR
BOSTON,MA02116 		    MEMBERSHIP GRANT 2,500

COOPERATIVE EDUCATIONAL SERVICES

40 LINDEMAN DRIVE
TRUMBULL,CT06611 		    CAPACITY BUILDING GRANT 6,000

ASANTE AFRICA FOUNDATION

1334 CARLTON PLACE
LIVERMORE,CA94550 		    JUNIOR BOARD DIRECTED GRANT 12,000

EARTHGEN

4649 SUNNYSIDE AVENUE NORTH SUITE
305
SEATTLE,WA98103 		    JUNIOR BOARD DIRECTED GRANT 8,000

HMONG AMERICAN FARMERS ASSOCIATION

149 THOMPSON AVENUE EAST SUITE 210
WEST SAINT PAUL,MN55120 		    RESTRICTED GRANT 20,000

CONFLUENCE PHILANTHROPY

215 LEXINGTON AVENUE 10TH FL
NEW YORK,NY10016 		    MEMBERSHIP GRANT 1,650
Total ................................. 3a 1,208,594
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 ........... 		    14 56,148  
4 Dividends and interest from securities ....     14 745,908  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 933,425  
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 1,735,481 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,735,481
(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
TAUCK FAMILY FOUNDATION
 
Employer identification number

27-0729341
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
TAUCK FAMILY FOUNDATION
  		Employer identification number
27-0729341
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
ELIZABETH AND FREDERICK WALTERS
10 WESTPORT ROAD
 
WILTON, CT06897

$ 101,766


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
DANIEL AND KIRSTEN MAHAR
10 WESTPORT ROAD
 
WILTON, CT06897

$ 50,392


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ARTHUR C TAUCK III AND M FRANCES LI
10 WESTPORT ROAD
 
WILTON, CT06897

$ 52,151


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ROBLEY TAUCK
10 WESTPORT ROAD
 
WILTON, CT06897

$ 7,619


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
CHRISTOPHER MAHAR
10 WESTPORT ROAD
 
WILTON, CT06897

$ 9,958


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
WILLIAM MAHAR
10 WESTPORT ROAD
 
WILTON, CT06897

$ 9,700


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
TAUCK FAMILY FOUNDATION
  		Employer identification number
27-0729341
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
7
COLLETTE FOUNDATION
 
162 MIDDLE STREET
 
PAWTUCKET, RI02860

$ 10,000


(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.)
(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
TAUCK FAMILY FOUNDATION
  		Employer identification number

27-0729341
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
 166 SHARES OF GE VERONA (GEV) $ 101,766  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 71 SHARES OF APPLOVIN CORPORATION (APP) $ 50,392  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 185 SHARES OF GOOGLE (GOOG) $ 52,151  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 9 SHARES OF BROADCOM INC. (AVGO), 9 SHARES OF TESLA (TSLA) $ 7,619  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 54 SHS NVDA $ 9,958  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 56 SHS NVDA $ 9,700  
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
TAUCK FAMILY FOUNDATION
  		Employer identification number

27-0729341
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:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX 7,400 0   7,400

TY 2025 InvestmentsCorpBondsSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Name of Bond End of Year Book Value End of Year Fair Market Value
BEXAR CNTY TX HOSP DIST 5.000% DUE 02/15/2032 30,922 31,377
DIST OF COLUMBIA WTR & SWR AUT 5.000% DUE 10/01/2029 55,290 55,304
DIST OF COLUMBIA WTR & SWR AUT 5.000% DUE 10/01/2030 21,077 21,088
EL PASO TX WTR & SWR REVENUE 5.000% DUE 03/01/2032 15,464 15,685
ENERGY N W WA ELEC REVENUE 4.000% DUE 07/01/2042 20,000 20,059
ENERGY N W WA ELEC REVENUE 5.000% DUE 07/01/2041 43,647 42,682
FORT WORTH TX INDEP SCH DIST 5.000% DUE 02/15/2029 16,146 16,096
GALENA PARK TX INDEP SCH DIST 5.000% DUE 08/15/2039 63,978 67,166
HARRIS CNTY TX HOSP DIST CTFS 5.000% DUE 02/15/2045 56,620 57,643
HIDALGO CNTY TX DRAIN DIST #1 5.000% DUE 09/01/2027 10,359 10,396
ISHARES 1-3 YR TREASURY BO 376,151 383,622
ISHARES 7-10 YEAR TREASURY B 1,748,652 1,819,732
LAS VEGAS VLY NV WTR DIST 4.000% DUE 06/01/2032 25,885 26,256
LAS VEGAS VLY NV WTR DIST 4.000% DUE 06/01/2042 57,339 54,614
LONG BEACH CA HARBOR REVENUE 5.000% DUE 05/15/2031 15,406 15,431
LOS ANGELES CA DEPT OF WTR & P 5.000% DUE 07/01/2034 10,456 10,485
LOS ANGELES CA DEPT OF WTR & P 5.000% DUE 07/01/2043 38,155 36,931
LOS ANGELES CA DEPT WTR & PWR 5.000% DUE 07/01/2026 15,167 15,182
LOS ANGELES CA UNIF SCH DIST 4.000% DUE 07/01/2039 15,322 15,413
LOS ANGELES CA UNIF SCH DIST 5.000% DUE 07/01/2039 16,841 16,945
LOS ANGELES CNTY CA MET TRANSP 5.000% DUE 07/01/2031 20,828 20,849
MASSACHUSETTS ST BAY TRANSPRTN 5.000% DUE 07/01/2042 38,147 37,996
MASSACHUSETTS ST BAY TRANSPRTN 5.000% DUE 07/01/2043 37,200 37,675
MASSACHUSETTS ST WTR RESOURCES 5.250% DUE 08/01/2038 17,111 18,404
NEW YORK CITY NY MUNI WTR FIN 4.000% DUE 06/15/2042 30,026 29,706
NEW YORK CITY NY MUNI WTR FIN 5.000% DUE 06/15/2043 16,158 16,311
NEW YORK ST ENVRNMNTL FACS COR 5.250% DUE 06/15/2044 16,950 16,563
NORTHEAST OH REGL SWR DIST 5.000% DUE 11/15/2026 20,410 20,435
RALI 2006-QS16 A9 6.000% DUE 11/25/2036 0 7,628
S ESTRN PA TRANSPRTN AUTH 5.250% DUE 06/01/2040 64,030 66,041
SAN ANTONIO TX WTR REVENUE 5.000% DUE 05/15/2042 27,439 27,155
SAN ANTONIO TX WTR REVENUE 5.000% DUE 05/15/2045 22,271 21,240
UTAH ST TRANSIT AUTH SALES TAX 5.000% DUE 12/15/2042 16,594 16,282
WASHINGTON DC MET AREA TRANSIT 5.000% DUE 07/01/2032 30,839 30,970
WASHINGTON DC MET AREA TRANSIT 5.000% DUE 07/15/2037 32,054 32,268
WESTERN MARICOPA AZ EDU CTR DT 5.000% DUE 07/01/2027 15,513 15,520
AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR 82,819 84,362
ISHARES 1-3 YR TREASURY BO 9,708 9,773
ISHARES 7-10 YEAR TREASURY B 44,910 46,061

TY 2025 InvestmentsCorpStockSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Name of Stock End of Year Book Value End of Year Fair Market Value
AB GLOBAL CORE EQUITY-AD [5] 4,907,670 5,618,027
AB SUST INTL THEMATIC - ADV [5] 4,334,093 4,914,110
ABBOTT LABORATORIES 96,148 117,773
ADVANCED MICRO DEVICES 84,400 112,006
ALLIANT ENERGY CORP 98,319 122,284
ALPHABET INC-CL C 205,498 482,311
AMAZON.COM INC 325,751 472,489
APPLE INC 441,051 705,205
ASML HOLDING NV-NY REG SHS 69,940 116,615
BROADCOM INC 76,506 325,334
CADENCE DESIGN SYS INC 97,358 98,775
CATERPILLAR INC 109,699 146,655
CBOE GLOBAL MARKETS INC 56,405 67,017
CBRE GROUP INC - A 66,190 136,993
COHERENT CORP 52,052 107,973
COSTCO WHOLESALE CORP 59,691 91,408
DEERE & CO 111,017 128,032
EATON CORP PLC 95,398 133,456
ELI LILLY & CO 74,135 93,497
EXTRA SPACE STORAGE INC 83,189 71,751
GE VERNOVA INC 27,072 103,918
GOLDMAN SACHS GROUP INC 70,774 183,711
HUBSPOT INC 101,749 66,616
IQVIA HOLDINGS INC 119,072 134,795
JPMORGAN CHASE & CO 144,150 312,553
LABCORP HOLDINGS INC 65,394 76,769
LAM RESEARCH CORP 49,823 133,692
LOWE'S COS INC 120,342 142,284
MARSH & MCLENNAN COS 116,290 107,231
MASTERCARD INC - A 196,316 286,582
MCKESSON CORP 99,158 114,020
MEDTRONIC PLC 103,422 102,976
MICROSOFT CORP 446,558 727,848
MORGAN STANLEY 84,181 174,690
MOTOROLA SOLUTIONS INC 95,539 130,329
NVIDIA CORP 225,755 710,006
OTIS WORLDWIDE CORP 89,887 96,522
PROGRESSIVE CORP 41,827 68,316
PROLOGIS INC 84,087 84,766
S&P GLOBAL INC 82,823 86,750
SCHWAB (CHARLES) CORP 125,188 195,524
SHERWIN-WILLIAMS CO/THE 95,154 85,868
SHOPIFY INC - CLASS A 63,268 101,089
THERMO FISHER SCIENTIFIC INC 145,543 177,891
TJX COMPANIES INC 109,395 157,757
T-MOBILE US INC 81,429 111,875
UNION PACIFIC CORP 143,737 145,269
UNITEDHEALTH GROUP INC 216,496 160,433
VERALTO CORP 70,453 70,445
VERTEX PHARMACEUTICALS INC 71,272 95,206
WALMART INC 90,401 188,060
WALT DISNEY CO/THE 192,265 190,451
WILLIS TOWERS WATSON PLC 64,754 85,765
WW GRAINGER INC 64,582 89,805
AB SUSTAIN GLOBAL THEM -ADV [1] 217,207 205,949
AB IMPACT MUNI INC 839,328 760,907
AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR 3,105,412 3,333,520

TY 2025 InvestmentsOtherSchedule2
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AB COMMERCIAL REAL ESTATE PRIVATE DEBT FUND, LLC CLASS 2C (AS OF 9/30/2025) AT COST 714,229 696,596
AB PRIVATE CREDIT INVESTORS CORPORATION AT COST 2,379,692 2,352,319
BERNSTEIN IMPACT ALTERNATIVES II (DELAWARE) FUND L.P. CLASS 1 (AS OF 9/30/2 AT COST 137,485 155,700

TY 2025 OtherAssetsSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST AND DIVIDENDS RECEIVABLE 47,717 85,004 85,004


TY 2025 OtherExpensesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASSOCIATION EXPENSE 189 0   189
INSURANCE 8,008 0   8,008
OFFICE EXPENSE 1,601 0   1,601
PAYROLL SERVICE 5,496 0   5,496
COMMUNICATIONS 5,291 0   5,291


TY 2025 OtherProfessionalFeesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 155,281 155,281   0
CONSULTANTS 22,750 0   22,750


TY 2025 TaxesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 16,999 0   16,999
EXCISE TAXES 34,019 0   0