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 HUETHERMCCLELLAND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 14000 FOX RUN COURT
 
Room/suite
City or town
PHOENIX
State or province
MD
Country  
ZIP or foreign postal code
21131
A Employer identification number

52-1435090
B Telephone number (see instructions)

4104588098
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)$16,507,114
J 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) 469,173
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 424,560 424,560  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,154,320
b Gross sales price for all assets on line 6a 2,046,617
7 Capital gain net income (from Part IV, line 2)... 1,154,320
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........ 2,048,053 1,578,880  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,200 0   0
c Other professional fees (attach schedule).... 7,383 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 26,698 867   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 28 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,309 867   0
25 Contributions, gifts, grants paid....... 717,365 717,365
26 Total expenses and disbursements. Add lines 24 and 25 ................ 754,674 867   717,365
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,293,379
b Net investment income (if negative, enter -0-) 1,578,013
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............. 44,874 65,050 65,050
2 Savings and temporary cash investments......... 482,766 713,474 713,474
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) 463,186 0 0
b Investments—corporate stock (attach schedule)....... 9,285,893 Click to see attachment
List of Attached Documents:
// Content
10,788,509
15,728,590
c Investments—corporate bonds (attach schedule).......      
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) 10,276,719 11,567,033 16,507,114
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........ 10,276,719 11,567,033
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 10,276,719 11,567,033
30 Total liabilities and net assets/fund balances (see instructions). 10,276,719 11,567,033
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
10,276,719
2
Enter amount from Part I, line 27a .....................
2
1,293,379
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,570,098
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,065
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,567,033
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 COCA-COLA CO   2024-12-13 2025-01-16
b CSX CORP   2024-12-12 2025-01-16
c PFIZER INC   2024-11-29 2025-01-16
d T ROWE PRICE GROWTH STOCK FUND I CLASS   2024-12-12 2025-01-16
e ENTERPRISE PRODUCTS PARTNERS, L.P.   2024-11-14 2025-01-24
ENTERPRISE PRODUCTS PARTNERS, L.P.   2009-03-12 2025-01-24
APPLE INC   2016-08-17 2025-11-10
CSX CORP   2012-04-26 2025-01-16
CSX CORP   2012-04-26 2025-01-17
ISHARES TIPS BOND ETF   2019-05-03 2025-01-24
ISHARES TIPS BOND ETF   2019-06-05 2025-01-24
PFIZER INC   2011-11-03 2025-01-16
PFIZER INC   2011-11-03 2025-01-17
T ROWE PRICE GROWTH STOCK FUND I CLASS   2021-12-14 2025-01-16
T ROWE PRICE GROWTH STOCK FUND I CLASS   2021-12-14 2025-01-16
T ROWE PRICE GROWTH STOCK FUND I CLASS   2022-12-13 2025-01-16
T ROWE PRICE GROWTH STOCK FUND I CLASS   2022-12-13 2025-01-16
T ROWE PRICE GROWTH STOCK FUND I CLASS   2023-12-13 2025-01-16
COCA-COLA CO   1990-02-23 2025-01-16
COCA-COLA CO   1990-02-23 2025-01-17
ISHARES TIPS BOND ETF   2009-07-02 2025-01-24
ISHARES TIPS BOND ETF   2009-07-02 2025-01-27
MCCORMICK &COMPANY INC   1996-02-04 2025-11-10
T ROWE PRICE GROWTH STOCK FUND I CLASS   2008-12-12 2025-01-16
T ROWE PRICE GROWTH STOCK FUND I CLASS   2009-05-15 2025-01-16
T ROWE PRICE GROWTH STOCK FUND I CLASS   2009-05-15 2025-01-16
T ROWE PRICE MID CAP GROWTH   2021-12-14 2025-01-16
T ROWE PRICE MID CAP GROWTH   2005-12-14 2025-01-16
T ROWE PRICE MID CAP GROWTH   2006-12-21 2025-01-16
T ROWE PRICE MID CAP GROWTH   2006-12-21 2025-01-16
T ROWE PRICE MID CAP GROWTH   2006-12-21 2025-01-16
T ROWE PRICE MID CAP GROWTH   2007-12-20 2025-01-16
T ROWE PRICE MID CAP GROWTH   2007-12-20 2025-01-16
T ROWE PRICE MID CAP GROWTH   2007-12-20 2025-01-16
T ROWE PRICE MID CAP GROWTH   2008-12-16 2025-01-16
T ROWE PRICE MID CAP GROWTH   2008-12-16 2025-01-16
T ROWE PRICE MID CAP GROWTH   2009-12-17 2025-01-16
T ROWE PRICE MID CAP GROWTH   2010-12-16 2025-01-16
T ROWE PRICE MID CAP GROWTH   2011-12-15 2025-01-16
T ROWE PRICE MID CAP GROWTH   2011-12-15 2025-01-16
T ROWE PRICE MID CAP GROWTH   2013-08-16 2025-01-16
T ROWE PRICE MID CAP GROWTH   2016-02-10 2025-01-16
T ROWE PRICE MID CAP GROWTH   2016-03-14 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2002-04-01 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2002-12-26 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2002-12-26 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2002-12-26 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2003-12-18 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2003-12-18 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2003-12-18 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2004-02-12 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2004-12-15 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2004-12-15 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2004-12-15 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2005-12-14 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2005-12-14 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2005-12-14 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2007-12-20 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2007-12-20 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2007-12-20 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2008-12-16 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2008-12-16 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2008-12-16 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2009-12-17 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2009-12-17 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2010-02-01 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2010-12-16 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2010-12-16 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2010-12-16 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2011-12-15 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2011-12-15 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2011-12-15 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2012-12-17 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2016-02-10 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2016-03-14 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2016-04-21 2025-01-16
T ROWE PRICE SMALL CAP VALUE FUND   2016-05-20 2025-01-16
TRP EQUITY INCOME   2025-01-14 2025-01-23
TRP MID-CAP GROWTH   2024-12-12 2025-05-23
TRP EQUITY INCOME   2025-01-14 2025-01-23
TRP MID-CAP GROWTH   2025-01-14 2025-05-23
TRP CAPITAL APP   2024-11-21 2025-12-03
TRP EQUITY INCOME   2025-01-14 2025-01-23
TRP MID-CAP GROWTH   2025-01-14 2025-05-23
ELEVANCE HEALTH INC COM   2024-12-26 2025-12-03
NVIDIA CORP COM   2025-01-23 2025-02-10
REGENERON PHARMACEUTICALS INC COM   2024-12-20 2025-04-22
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 98   102 -4
b 252   264 -12
c 166   168 -2
d 9,146   9,476 -330
e 1,687   1,575 112
100,218   25,821 74,397
20,094   2,037 18,057
70,824   16,388 54,436
27   6 21
52   55 -3
941   1,013 -72
10,322   7,515 2,807
12   8 4
1,446   1,436 10
3,807   3,782 25
164   103 61
4,253   2,671 1,582
4,656   3,788 868
12,787   813 11,974
38   2 36
168,931   161,392 7,539
34   32 2
29,335   2,770 26,565
1,780   313 1,467
54,699   10,804 43,895
72,620   14,344 58,276
19,400   10,359 9,041
789   421 368
22,273   11,795 10,478
2,563   1,357 1,206
488   259 229
27,976   15,520 12,456
5,457   3,028 2,429
376   209 167
20,439   6,175 14,264
4,668   1,410 3,258
230   106 124
16,181   9,216 6,965
35,000   17,381 17,619
6,541   3,248 3,293
89,417   60,025 29,392
40,113   25,000 15,113
33,425   23,235 10,190
4,116   1,913 2,203
1,504   609 895
1,316   533 783
188   76 112
2,607   1,391 1,216
869   464 405
362   193 169
17,369   10,025 7,344
6,460   4,216 2,244
1,044   681 363
587   383 204
11,010   7,716 3,294
1,070   750 320
63   44 19
28,475   18,733 9,742
1,644   1,081 563
176   116 60
17,564   7,302 10,262
2,874   1,195 1,679
1,277   531 746
2,343   1,256 1,087
631   338 293
92,808   50,000 42,808
4,311   2,842 1,469
2,607   1,718 889
902   595 307
12,005   7,362 4,643
2,864   1,756 1,108
220   135 85
5,518   3,869 1,649
40,914   25,000 15,914
36,937   25,000 11,937
32,272   22,652 9,620
35,864   25,000 10,864
5,777   5,147 630
3,308   3,089 219
36,150   32,207 3,943
33,869   31,629 2,240
110,000   68,536 41,464
28,838   25,695 3,143
49,175   21,392 27,783
8,287   9,354 -1,067
6,726   7,288 -562
5,838   7,063 -1,225
494,153     494,153
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -4
b       -12
c       -2
d       -330
e       112
      74,397
      18,057
      54,436
      21
      -3
      -72
      2,807
      4
      10
      25
      61
      1,582
      868
      11,974
      36
      7,539
      2
      26,565
      1,467
      43,895
      58,276
      9,041
      368
      10,478
      1,206
      229
      12,456
      2,429
      167
      14,264
      3,258
      124
      6,965
      17,619
      3,293
      29,392
      15,113
      10,190
      2,203
      895
      783
      112
      1,216
      405
      169
      7,344
      2,244
      363
      204
      3,294
      320
      19
      9,742
      563
      60
      10,262
      1,679
      746
      1,087
      293
      42,808
      1,469
      889
      307
      4,643
      1,108
      85
      1,649
      15,914
      11,937
      9,620
      10,864
      630
      219
      3,943
      2,240
      41,464
      3,143
      27,783
      -1,067
      -562
      -1,225
      494,153
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 1,154,320
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 21,934
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 21,934
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 21,934
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 16,360
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 46,360
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 24,426
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax24,426 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)
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 addressN/A
14
The books are in care ofGEORGE MCCLELLAND Telephone no. (410) 458-8098

Located at14000 FOX RUN COURTPHOENIXMD ZIP+421131
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CATHERINE H MCCLELLAND SECRETARY
0.00
0 0 0
14000 FOX RUN CT
PHOENIX,MD21131
GEORGE R MCCLELLAND PRESIDENT
0.50
0 0 0
14000 FOX RUN CT
PHOENIX,MD21131
H DOUGLAS HUETHER CHAIRMAN
0.50
0 0 0
1055 W JOPPA RD APT 601
TOWSON,MD21204
COURTNEY GONZALEZ VICE-PRESIDENT
0.00
0 0 0
1870 SIR RICHARD COURT
FINKSBURG,MD21048
ROBERT MCCLELLAND TREASURER
0.50
0 0 0
1312 GRAFTON SHOP RD
BEL AIR,MD21014
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 SCHOLARSHIP PROGRAM WITH THE HARFORD COUNTY, MD SCHOOL SYSTEM. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO A SENIOR IN A HARFORD COUNTY HIGH SCHOOL WHO PLANS TO PURSUE ENGINEERING STUDIES IN COLLEGE. RECIPIENT STUDENT IS REQUIRED TO MAINTAIN PASSING GRADES IN COLLEGE AS A CONDITION FOR KEEPING THE SCHOLARSHIP. THE SCHOLARSHIP AMOUNT IS $15,000 ANNUALLY AND CONTINUES FOR FOUR YEARS FOR NEW RECIPIENTS. THE SCHOLARSHIPS ARE PAID DIRECTLY TO COLLEGES WHERE THE RECIPIENTS ATTEND. 60,000
2 SCHOLARSHIP PROGRAM WITH INDEPENDENT CAN COMPANY EMPLOYEES. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO CHILDREN OF EMPLOYEES OF INDEPENDENT CAN COMPANY WHO MEET SPECIFIC CRITERIA. THE SCHOLARSHIP IS FOR $3,000 PER SEMESTER, WITH A MAXIMUM OF $6,000 FOR TWO SEMESTERS. THE SCHOLARSHIPS WERE PAID DIRECTLY TO THE COLLEGES WHERE THE RECIPIENTS ATTEND. 31,365
3 SCHOLARSHIP PROGRAM WITH MCDONOGH SCHOOL. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO A SENIOR AT MCDONOGH SCHOOL WHO PLANS TO PURSUE ENGINEERING STUDIES IN COLLEGE. THE SCHOLARSHIP IS $15,000 ANNUALLY AND CONTINUES FOR FOUR YEARS. THE SCHOLARSHIPS WERE PAID DIRECTLY TO THE COLLEGES.THE SCHOLARSHIPS WERE PAID DIRECTLY TO CORNELL, COLUMBIA UNIVERSITY, AND DUKE UNIVERSITY. 60,000
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
15,473,554
b
Average of monthly cash balances.......................
1b
144,193
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
15,617,747
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
15,617,747
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
234,266
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,383,481
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
769,174
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
769,174
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
21,934
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,934
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
747,240
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
747,240
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
747,240
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
717,365
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
717,365
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 7 747,240
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......  
b From 2021...... 23,958
c From 2022......  
d From 2023...... 733
e From 2024...... 19,761
f Total of lines 3a through e ........ 44,452
4Qualifying distributions for 2025 from Part
XI, line 4: $ 717,365
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..... 717,365
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 29,875 29,875
(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 14,577
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 ......
14,577
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 .... 14,577
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
GEORGE R MCCLELLAND
H DOUGLAS HUETHER
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:
GEORGE R MCCLELLAND
14000 FOX RUN COURT
PHOENIX,MD21131
(410) 458-8098
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST INCLUDING DESCRIPTION OF PROJECT FOR WHICH FUNDS ARE REQUESTED, WHAT IS HOPED TO BE ACHIEVED BY THE PROJECT, AMOUNT OF FUNDING REQUESTED, EVIDENCE OF TAX-EXEMPT STATUS, NAMES OF OFFICERS AND DIRECTORS OF TAX-EXEMPT ORGANIZATION, LATEST FINANCIAL STATEMENT, ALL EXHIBITS AND MATERIALS IN SUPPORT OF PROJECT, AND DETAILS OF SUPPORT OF PROJECT BY MEMBERS OF APPLICANT INSTITUTION AND OF THE COMMUNITY AT LARGE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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

4800 MT HOPE DR
BALTIMORE,MD21215
NONE   UNRESTRICTED 5,000

BALTIMORE MUSEUM OF IND

1415 KEY HWY
BALTIMORE,MD21230
NONE   UNRESTRICTED 15,000

BALTIMORE SCHOOL FOR THE BLIND

3501 TAYLOR AVE
NOTTINGHAM,MD21236
NONE   UNRESTRICTED 10,000

BALTIMORE SYMPHONY ORCHESTRA

1212 CATHEDRAL ST
BALTIMORE,MD21201
NONE   UNRESTRICTED 30,000

BUCKNELL UNIVERSITY

301 MARKET STREET STE 2
LEWISBURG,PA17837
NONE   UNRESTRICTED 5,000

CHILDREN'S SCHOLARSHIP FUND

2300 N CHARLES ST
BALTIMORE,MD21218
NONE   UNRESTRICTED 10,000

COLLEGEBOUND FDN

300 WATER ST STE 300
BALTIMORE,MD21202
NONE   UNRESTRICTED 2,000

COLUMBIA UNIVERSITY

630 W 168TH ST
NEW YORK,NY10032
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 10 30,000

CORNELL UNIVERSITY

616 THURSTON AVENUE
ITHACA,NY14850
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 10 15,000

DYSLEXIA TUTORING

711 W 40TH ST STE 310
BALTIMORE,MD21211
NONE   UNRESTRICTED 17,500

EASTERN MICHIGAN UNIVERSITY

112 WELCH HALL PO BOX 972057
YPSILANTI,MI48197
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 9 6,000

FIRE MUSEUM OF MARYLAND

1301 YORK RD
LUTHERVILLE,MD21093
NONE   UNRESTRICTED 10,000

GBMC FOUNDATION

6569 N CHARLES ST
BALTIMORE,MD21204
NONE   UNRESTRICTED 5,000

HARFORD COUNTY PUBLIC LIBRARY FOUNDATION

1221-A BRASS MILL ROAD
BELCAMP,MD21017
NONE   UNRESTRICTED 15,000

HIGHLAND SCHOOL

597 BROADVIEW AVE
WARRENTON,VA20186
NONE   ENDOWMENT 100,000

INDEPENDENT COLLEGE FUND OF MD

3225 ELLERSLIE AVE STE C160
BALTIMORE,MD21218
NONE   UNRESTRICTED 2,000

JDRF GALA

200 VESEY ST 28TH FLOOR
NEW YORK,NY10281
NONE   UNRESTRICTED 3,000

JUNIOR ACHIEVEMENT

10711 RED RUN BLVD STE 110
OWINGS MILLS,MD21117
NONE   UNRESTRICTED 2,500

MCDONOGH SCHOOL INC

PO BOX 380
OWINGS MILLS,MD21117
NONE   UNRESTRICTED AND CAPITAL 49,000

MIKEROWEWORKS FOUNDATION

1207 4TH ST PH 3
SANTA MONICA,CA90401
NONE   UNRESTRICTED 20,000

MIT

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 8 15,000

MOTHER SETON ACADEMY

2215 GREENMOUNT AVE
BALTIMORE,MD21218
NONE   UNRESTRICTED 5,000

MOUNT VERNON LADIES ASSOCIATION

PO BOX 110
MOUNT VERNON,VA22121
NONE   UNRESTRICTED AND ENDOWMENT 25,000

MT WASHINGTON PEDIATRIC

1708 W ROGERS AVE
BALTIMORE,MD21209
NONE   UNRESTRICTED 10,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,MA02115
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 9 3,000

PORT DISCOVERY

35 MARKET PL
BALTIMORE,MD21202
NONE   UNRESTRICTED 20,000

PURDUE UNIVERSITY

610 PURDUE MALL
WEST LAFAYETTE,IN47907
NONE   UNRESTRICTED 1,000

ROLAND PARK COUNTRY SCHOOL

5204 ROLAND AVE
BALTIMORE,MD21210
NONE   UNRESTRICTED 5,000

SALVATION ARMY

814 LIGHT ST
BALTIMORE,MD21230
NONE   UNRESTRICTED 10,000

ST IGNATIUS LOYOLA ACADEMY

300 EAST GITTINGS ST
BALTIMORE,MD21230
NONE   UNRESTRICTED AND CAPITAL 78,000

ST JOSEPH MEDICAL CENTER

7601 OSLER DR
TOWSON,MD21204
NONE   UNRESTRICTED 25,000

STMARY'S COLLEGE

18952 EAST FISHER ROAD ST
MARY S CITY,MD20686
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 9 3,000

STELLA MARIS

2300 DULANEY VALLEY RD
TIMONIUM,MD21093
NONE   UNRESTRICTED 1,000

TARRANT COUNTY COLLEGE

300 TRINITY CAMPUS CIR
FORT WORTH,TX76102
NONE   UNRESTRICTED 10,000

THE CALIFORNIA INSTITUTE OF TECHNOLOGY (CALTECH)

1200 E CALIFORNIA BLVD
PASADENA,CA91125
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 8 15,000

UNIVERSITY OF MARYLAND

7769 ALUMNI DR
COLLEGE PARK,MD20742
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENTS 8 & 9 37,365

VIRGINIA TECH

902 PRICES FORK ROAD
BLACKSBURG,VA24060
NONE   UNRESTRICTED 5,000

WEST GOVERNORS UNIVERSITY

PO BOX 30015
SALT LAKE CITY,UT84130
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 9 6,000

WEST POINT FUND

606 THAYER RD
WEST POINT,NY10996
NONE   UNRESTRICTED 10,000

WINDWARD SCHOOL

40 WEST RED OAK LN
WHITE PLAINS,NY10604
NONE   UNRESTRICTED 5,000

DUKE UNIVERSITY

2200 WEST MAIN ST SUITE 300
DURHAM,NC27705
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 10 15,000

ENDICOTT COLLEGE

376 HALE STREET
BEVERLY,MA01915
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 9 3,000

FIRST FRUITS FARM

20431 MIDDLETOWN ROAD
FREELAND,MD21053
NONE   UNRESTRICTED 30,000

RADFORD UNIVERSITY

801 EAST MAIN ST
RADFORD,VA24142
NONE   SCHOLARSHIP PROGRAM, SEE STATEMENT 9 3,000

SAMARITAN'S PURSE

801 BAMBOO ROAD
BOONE,NC28607
NONE   UNRESTRICTED 15,000

SCHUYLERVILLE PUBLIC LIBRARY

52 FERRY ST
SCHUYLERVILLE,NY12871
NONE   UNRESTRICTED 10,000
Total ................................. 3a 717,365
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 ....     14 424,560  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,154,320  
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 1,578,880 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,578,880
(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


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Software Version:  


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

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

52-1435090
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
THE HUETHERMCCLELLAND FOUNDATION INC
 
Employer identification number
52-1435090
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
GEORGE AND CATHERINE MCCLELLAND
14000 FOX RUN CT
 
PHOENIX, MD21131

$ 100,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
H DOUGLAS HUETHER
1055 W JOPPA RD 601
 
BALTIMORE, MD21204

$ 200,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
COURTNEY AND DARRYL GONZALEZ
1870 SIR RICHARD COURT
 
FINKSBURG, MD21048

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
ANNE LEE HUETHER
1055 W JOPPA RD 601
 
TOWSON, MD21204

$ 147,766


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
WHITNEY AND BRIAN HILL
41 HARRIS ROAD
 
KATONAH, NY10536

$ 3,770


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
ROBERT AND MARY MCCLELLAND
1312 GRAFTON SHOP RD
 
BEL AIR, MD21014

$ 2,037


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

52-1435090
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
4
CASH $50K,1/14 1950.017 SHS TRP EQUITY $68,270,1/14 389.162 SHS TRP MID CAP $39,122 $ 107,392  
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
10/14 456 SHS MCCORMICK $30,005 $ 30,005  
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
11/7 75 SHS APPLE $20,135 $ 20,135  
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE HUETHERMCCLELLAND FOUNDATION INC
 
Employer identification number

52-1435090
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
THE HUETHERMCCLELLAND FOUNDATION INC
EIN:
52-1435090
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 3,200 0   0

TY 2025 InvestmentsCorpStockSchedule
Name:
THE HUETHERMCCLELLAND FOUNDATION INC
EIN:
52-1435090
Name of Stock End of Year Book Value End of Year Fair Market Value
AMCAP FUND INC 230,852 529,804
AMER MUTUAL 242,068 296,036
CAPITAL INCOME BUILDER 1,154,765 1,499,673
DODGE & COX 515,281 537,506
EUROPACIFIC FUND 197,434 284,042
FRANKLIN INCOME 991,972 1,083,811
FUNDAMENTAL INVESTORS 160,748 567,126
INCOME FUND OF AMERICA 1,022,335 1,356,767
JP MORGAN EXCHANGE 240,584 250,683
MICROSOFT 8,183 145,354
NEW PERSPECTIVE FUND 440,704 699,304
PIMCO LOW DUR 822,959 872,536
T ROWE PRICE BROKERAGE STOCKS 1,147,101 1,266,987
TRP BLUE CHIP GROWTH 46,557 493,331
TRP CAPITAL APPRECIATION 15,570 102,158
VANGUARD 500 INDEX ADMIRAL 674,247 1,665,719
VANGUARD HI YIELD 842,458 890,721
VANGUARD INDEX 258,281 379,800
VANGUARD MID-CAP 502,186 559,578
VANGUARD SMALL-CAP 502,461 551,566
VANGUARD WORLD 27,432 188,679
WASHINGTON MUTUAL INV FUND 744,331 1,507,409

TY 2025 OtherDecreasesSchedule
Name:
THE HUETHERMCCLELLAND FOUNDATION INC
EIN:
52-1435090
Description Amount
RETURN OF CAPITAL 1,575
ROUNDING/TIMING ISSUES 1,490


TY 2025 OtherExpensesSchedule
Name:
THE HUETHERMCCLELLAND FOUNDATION INC
EIN:
52-1435090
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISC 28 0   0


TY 2025 OtherProfessionalFeesSchedule
Name:
THE HUETHERMCCLELLAND FOUNDATION INC
EIN:
52-1435090
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 7,383 0   0


TY 2025 TaxesSchedule
Name:
THE HUETHERMCCLELLAND FOUNDATION INC
EIN:
52-1435090
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 25,831 0   0
FOR TAX WITHHELD 867 867   0