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 04 - 01 2025, and ending 03 - 31, 20 26
Name of foundation
THE ROBERT F STOICOFIRSTFED CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 438
  Room/suite
City or town
SWANSEA
State or province
MA
Country  
ZIP or foreign postal code
02777
A Employer identification number

04-3343529
B Telephone number (see instructions)

5082351368
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)$34,529,128J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,085,734 1,085,734  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,059,683
b Gross sales price for all assets on line 6a 20,883,524
7 Capital gain net income (from Part IV, line 2)... 7,123,194
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........ 5,145,417 8,208,928  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 142,202 20,182   122,020
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 34,759 0   34,759
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,818 0   50,818
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
66,103 63,543   2,560
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
66,866 2,274   7,915
19 Depreciation (attach schedule) and depletion... 315 0  
20 Occupancy.............. 17,403 0   17,403
21 Travel, conferences, and meetings....... 330 0   330
22 Printing and publications.......... 870 0   870
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,928 0   47,928
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 427,594 85,999   284,603
25 Contributions, gifts, grants paid....... 1,880,148 1,812,148
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,307,742 85,999   2,096,751
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,837,675
b Net investment income (if negative, enter -0-) 8,122,929
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............. 97,042 86,275 86,275
2 Savings and temporary cash investments......... 304,739 2,830,859 2,830,859
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)..... 5,000,000    
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.......... 5,082 30,983 30,983
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,487,477 Click to see attachment
List of Attached Documents:
// Content
11,988,211 		11,988,211
c Investments—corporate bonds (attach schedule)....... 20 Click to see attachment
List of Attached Documents:
// Content
20 		20
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,507,017 Click to see attachment
List of Attached Documents:
// Content
19,585,498 		19,585,498
14 Land, buildings, and equipment: basis 40,224
Less: accumulated depreciation (attach schedule) 32,942 7,597 7,282 7,282
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,408,974 34,529,128 34,529,128
Liabilities 17 Accounts payable and accrued expenses.......... 39,042 38,869
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 ) Click to see attachment
List of Attached Documents:
// Content
123,314 		Click to see attachment
List of Attached Documents:
// Content
105,942
23 Total liabilities (add lines 17 through 22)......... 162,356 144,811
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........... 32,246,618 34,384,317
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 32,246,618 34,384,317
30 Total liabilities and net assets/fund balances (see instructions). 32,408,974 34,529,128
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
32,246,618
2
Enter amount from Part I, line 27a .....................
2
2,837,675
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
35,084,293
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
699,976
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
34,384,317
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 SALE OF INVESTMENTS P    
b SALE OF MUTUAL FUNDS P    
c WEBSTER FINANCIALS D    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,051,369   3,851,426 2,199,943
b 11,097,083   9,908,904 1,188,179
c 3,735,072     3,735,072
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,199,943
b       1,188,179
c       3,735,072
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 7,123,194
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) 1 112,909
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........................... 3 112,909
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- ..... 5 112,909
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 100,000
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.............. 7 100,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 12,909
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.STOICOFIRSTFED.ORG
14
The books are in care ofDR PAUL RAYMOND Telephone no. (508) 235-1368

Located atPO BOX 438SWANSEAMA ZIP+402777
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
CECILIA R VIVEIROS ENDED 0325 CORP SEC./EXEC DIR. (ENDED 03/25)
35.00 		22,779 0 0
PO BOX 438
SWANSEA,MA02777
DR PAUL RAYMOND PRES/TREAS/CHMN/DIR
35.00 		40,363 0 0
PO BOX 438
SWANSEA,MA02777
GILBERT OLIVEIRA DIRECTOR
1.00 		0 0 0
PO BOX 438
SWANSEA,MA02777
JOHN VARAO TREASURER/DIRECTOR
1.00 		0 0 0
PO BOX 438
SWANSEA,MA02777
KATHERINE LACOSTE SURPRENANT DIRECTOR
1.00 		0 0 0
PO BOX 438
SWANSEA,MA02777
RICHARD W CEDERBERG DIRECTOR
1.00 		0 0 0
PO BOX 438
SWANSEA,MA02777
STACIE C HESS CORP SECRETARY/EXEC DIRECTOR
35.00 		79,060 34,759 0
PO BOX 438
SWANSEA,MA02777
EDWARD G AVILA DIRECTOR
1.00 		0 0 0
PO BOX 438
SWANSEA,MA02777
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
FIDUCIENT ADVISORS LLC INVESTMENT MANAGEMENT FEES 63,543
500 W MADISON ST STE 3260
CHICAGO,IL60661
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
29,421,464
b
Average of monthly cash balances.......................
1b
3,781,719
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
33,203,183
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
33,203,183
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
498,048
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
32,705,135
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,635,257
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
1,635,257
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
112,909
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
112,909
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,522,348
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,522,348
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
1,522,348
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
2,096,751
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
2,096,751
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 1,522,348
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 303,227
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: $ 2,096,751
a Applied to 2024, but not more than line 2a 303,227
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..... 1,522,348
e Remaining amount distributed out of corpus 271,176
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 5 271,176
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 ...... 		271,176
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 .... 271,176
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:
PAUL RAYMOND
PO BOX 438
SWANSEA,MA02777
(508) 235-1368
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE UPON REQUEST OR CHARITY'S OWN GRANT PROPOSAL. COPY OF IRS DETERMINATION LETTER MUST BE PROVIDED.
cAny submission deadlines:
APPLICATIONS OR GRANT PROPOSALS MAY BE SUBMITTED THROUGH-OUT THE YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
QUALIFIED 501(C)(3) PUBLIC CHARITIES THAT SUPPORT THE FOUNDATION'S MISSION TO PROVIDE GRANTS IN SUPPORT OF EXPANDING HOME OWNERSHIP AND CONTRIBUTE TO THE QUALITY OF LIFE IN THE COMMUNITIES SERVED BY THE FOUNDATION.
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

ALWAYS LEARNING RHODE ISLAND

1 PARK ROW SUITE 5
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 20,000

AMOS HOUSE

460 PINE STREET
PROVIDENCE,RI02907 		NOT RELATED   EXEMPT PURPOSE 2,500

ARGOSY COLLEGIATE CHARTER SCHOOL FOUNDATION

240 DOVER STREET
FALL RIVER,MA02724 		NOT RELATED   EXEMPT PURPOSE 20,000

ATTLEBORO AREA INTERFAITH COLLABORATIVE

44 PECK ST
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 2,000

ATTLEBORO ENTERPRISES INCORPORATED

284 JOHN L DIETSCH BLVD
NORTH ATTLEBORO,MA02763 		NOT RELATED   EXEMPT PURPOSE 125,000

ATTLEBORO SCHOLARSHIP FOUNDATION

89 NORTH MAIN ST
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 2,500

ATTLEBORO YMCA

63 N MAIN ST
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 2,000

BEAUTIFUL DAY

66 BENEFIT ST
PROVIDENCE,RI02904 		NOT RELATED   EXEMPT PURPOSE 5,000

BLACKSTONE VALLEY COMMUNITY ACTION PROGRAM INC

32 GOFF AVE
PAWTUCKET,RI02860 		NOT RELATED   EXEMPT PURPOSE 7,428

BOYS & GIRLS CLUB OF GREATER NEW BEDFORD INC

166 JENNEY ST
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 50,000

BOYS & GIRLS CLUBS OF METRO SOUTH

31 COURT ST
TAUNTON,MA02780 		NOT RELATED   EXEMPT PURPOSE 200,000

BOYS AND GIRLS CLUB OF FALL RIVER THOMAS CHEW MEMORIAL

803 BEDFORD ST
FALL RIVER,MA02723 		NOT RELATED   EXEMPT PURPOSE 50,000

BOYS AND GIRLS CLUB OF PAWTUCKET

1 MOELLER PL
PAWTUCKET,RI02860 		NOT RELATED   EXEMPT PURPOSE 5,000

BRAIN INJURY ASSOCIATION OF RHODE ISLAND

1029 WATERMAN AVE
EAST PROVIDENCE,RI02914 		NOT RELATED   EXEMPT PURPOSE 1,000

BRISTOL COUNTY CHAMBER FOUNDATION INC

200 POCASSET ST
FALL RIVER,MA02721 		NOT RELATED   EXEMPT PURPOSE 50,000

BROCKTON AREA MULTI-SERVICES INC

330 CRESCENT ST
BROCKTON,MA02302 		NOT RELATED   EXEMPT PURPOSE 50,000

BUZZARDS BAY COALITION INC

114 FRONT ST
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 20,000

CATHOLIC CHARITIES APPEAL

450 HIGHLAND AVE
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 5,000

CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY

58 ARCH ST
FALL RIVER,MA02724 		NOT RELATED   EXEMPT PURPOSE 4,000

COLLEGE VISIONS

180 WESTMINSTER ST STE 203
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 5,000

COMMUNITY ACTION FOR BETTER HOUSING

1600 BAY STREET
FALL RIVER,MA02724 		NOT RELATED   EXEMPT PURPOSE 5,000

COMMUNITY CONNECTIONS INC

1082 DAVOL ST
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 7,920

COMMUNITY MUSICWORKS

1326 WESTMINSTER ST
PROVIDENCE,RI02909 		NOT RELATED   EXEMPT PURPOSE 5,000

CROSSROADS RHODE ISLAND

162 BROAD ST
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 10,000

DAMIEN'S FOOD PANTRY

242 MARION RD
WAREHAM,MA02571 		NOT RELATED   EXEMPT PURPOSE 2,500

ELIZABETH JOYCE BRADDOCK MAIL MUSEUM INC

672 CRESCENT ST
BROCKTON,MA02302 		NOT RELATED   EXEMPT PURPOSE 10,000

FALL RIVER HISTORICAL SOCIETY

451 ROCK ST
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 3,000

FALL RIVER SONS OF ITALY

424 CYPRESS ST
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 1,000

FALLEN OFFCERS MEMORIAL TRUST OF THE FALL RIVER POLICE

11 MOHAWK DR
SOUTH DARTMOUTH,MA02748 		NOT RELATED   EXEMPT PURPOSE 3,000

FATHER BILLS & MAINSPRING INC

430 BELMONT ST
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 15,000

GREATER NEW BEDFORD COMMUNITY HEALTH CENTER INC

874 PURCHASE ST
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 30,000

HEBRON FOOD PANTRY

40 EMORY ST
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 2,500

IMMIGRANTS ASSISTANCE CENTER INC

58 CRAPO ST
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 30,000

JUNIOR ACHIEVEMENT OF RHODE ISLAND

2480 POST RD STE 309
WARWICK,RI02886 		NOT RELATED   EXEMPT PURPOSE 3,000

JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS

128 UNION ST
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 15,000

MASSACHUSETTS 4-H FOUNDATION INC

1671 WORCESTER RD SUITE 403
FRAMINGHAM,MA01701 		NOT RELATED   EXEMPT PURPOSE 5,000

MATTAPOISETT LAND TRUST INC

PO BOX 31
MATTAPOISETT,MA02739 		NOT RELATED   EXEMPT PURPOSE 1,000

MCAULEY MINISTRIES

622 ELMWOOD AVE
PROVIDENCE,RI02907 		NOT RELATED   EXEMPT PURPOSE 10,000

MO LIFE FOOD PANTRY

43 DANIEL ST
FAIRHAVEN,MA02719 		NOT RELATED   EXEMPT PURPOSE 2,500

MOUNT HOPE COMMUNITY CENTER

199 CAMP ST
PROVIDENCE,RI02906 		NOT RELATED   EXEMPT PURPOSE 5,000

MY BROTHER'S KEEPER

534 WASHINGTON ST
NORTH EASTON,MA02356 		NOT RELATED   EXEMPT PURPOSE 27,500

NATIVITY PREP SCHOOL

15 WHALIN ST
ROCHESTER,NY14620 		NOT RELATED   EXEMPT PURPOSE 200,000

NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM

1213 PURCHASE ST SUITE 208
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 5,000

NEW BEDFORD SYMPHONY ORCHESTRA ASSOCIATION INC

128 UNION ST STE 204
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 10,000

NEW HOPE

135 WASHINGTON ST
TAUNTON,MA02780 		NOT RELATED   EXEMPT PURPOSE 10,000

OLD COLONY HABITAT FOR HUMANITY

108 N MAIN ST
RAYNHAM,MA02767 		NOT RELATED   EXEMPT PURPOSE 5,000

OUR DAILY BREAD SOUP KITCHEN

111 HIGH ST
TAUNTON,MA02780 		NOT RELATED   EXEMPT PURPOSE 17,500

OUR SISTERS SCHOOL INC

145 BROWNELL AVE
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 10,000

PEOPLE INCORPORATED

4 S MAIN ST
FALL RIVER,MA02721 		NOT RELATED   EXEMPT PURPOSE 200,000

PRINCE HENRY SOCIETY OF MASS INC

522 HAWTHORN ST
NORTH DARTMOUTH,MA02747 		NOT RELATED   EXEMPT PURPOSE 1,000

PROVIDENCE AFTER SCHOOL ALLIANCE INC

188 VALLEY ST STE 204
PROVIDENCE,RI02909 		NOT RELATED   EXEMPT PURPOSE 3,000

PROVIDENCE PERFORMING ARTS CENTER

220 WEYBOSSET ST
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 5,000

RAWKSTARS INC

44 SILVIA DR
EAST TAUNTON,MA02718 		NOT RELATED   EXEMPT PURPOSE 3,000

RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION

200 NIANTIC AVE
PROVIDENCE,RI02907 		NOT RELATED   EXEMPT PURPOSE 7,500

RHODE ISLAND JEWISH HISTORICAL ASSOCIATION

401 ELMGROVE AVE
PROVIDENCE,RI02906 		NOT RELATED   EXEMPT PURPOSE 3,000

ROBBINS CHILDREN'S PROGRAMS INC

803 N MAIN ST
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 1,000

ROTCH JONES DUFF HOUSE & GARDEN MUSEUM

396 COUNTY ST
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 10,000

ROUND THE BEND FARM

92 ALLENS NECK RD
SOUTH DARTMOUTH,MA02748 		NOT RELATED   EXEMPT PURPOSE 2,500

SAINT VINCENTS SERVICES INC

2425 HIGHLAND AVE
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 25,000

SALVATION ARMY OF BROCKTON

87 WESTGATE DR
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 2,500

SALVATION ARMY OF FALL RIVER

290 BEDFORD ST
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 2,500

SALVATION ARMY OF NEW BEDFORD

619 PURCHASE ST
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 5,500

SHARE

165 WEST 46TH STREET SUITE 712
NEW YORK,NY10036 		NOT RELATED   EXEMPT PURPOSE 42,300

SOJOURNER HOUSE

211 N WHITFIELD ST STE 202
PITTSBURGH,PA15206 		NOT RELATED   EXEMPT PURPOSE 10,000

SPECIAL OLYMPICS OF RHODE ISLAND

370 GEORGE WASHINGTON HWY
SMITHFIELD,RI02917 		NOT RELATED   EXEMPT PURPOSE 5,000

STAR KIDS SCHOLARSHIP PROGRAM

31 JOHN CLARKE RD
MIDDLETOWN,RI02842 		NOT RELATED   EXEMPT PURPOSE 10,000

STEPPINGSTONE INC

279 N MAIN ST
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 10,000

THE ARC OF BRISTOL COUNTY INC

16 HILLSIDE AVE
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 5,000

THE CATHOLIC FOUNDATION

257 E BROAD ST
COLUMBUS,OH43215 		NOT RELATED   EXEMPT PURPOSE 6,000

THE LEARNING COMMUNITY CHARTER SCHOOL INC

21 LINCOLN AVE
CENTRAL FALLS,RI02863 		NOT RELATED   EXEMPT PURPOSE 5,000

THE MARION INSTITUTE INC

202 SPRING ST
MARION,MA02738 		NOT RELATED   EXEMPT PURPOSE 5,000

UNITED WAY OF GREATER FALL RIVER

30 BEDFORD ST
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 5,000

UNIVERSITY OF MASSACHUSETTS

333 SOUTH ST
SHREWSBURY,MA01545 		NOT RELATED   EXEMPT PURPOSE 10,000

VETERANS' ASSOCIATION OF BRISTOL COUNTY

755 PINE ST
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 125,000

VETERANS TRANSITION HOUSE

1297 PURCHASE ST
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 2,500

WE LOVE CHILDREN

262 N MARION ST
FALL RIVER,MA02723 		NOT RELATED   EXEMPT PURPOSE 5,000

WESTBAY COMMUNITY ACTION INC

487 JEFFERSON BLVD
WARWICK,RI02886 		NOT RELATED   EXEMPT PURPOSE 5,000

YEAH CORPS

355 S MAIN ST
FALL RIVER,MA02721 		NOT RELATED   EXEMPT PURPOSE 10,000

YMCA OF GREATER PROVIDENCE

1 VIRGINIA AVE
PROVIDENCE,RI02905 		NOT RELATED   EXEMPT PURPOSE 5,000

YMCA SOUTHCOAST

128 UNION ST STE 304
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 107,000

YOUNG MENS CHRISTIAN ASSOCIATION OF ATTLEBORO

63 N MAIN STREET
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 10,000

YOUTH IN ACTION

672 BROAD ST
PROVIDENCE,RI02907 		NOT RELATED   EXEMPT PURPOSE 75,000

YOUTH OPPORTUNITIES UNLIMITED

224 BROCK AVE
NEW BEDFORD,MA02744 		NOT RELATED   EXEMPT PURPOSE 5,000
Total ................................. 3a 1,812,148
bApproved for future payment

ATTLEBORO ENTERPRISES INCORPORATED
284 JOHN L DIETSCH BLVD
NORTH ATTLEBORO,MA02763 		NOT RELATED   EXEMPT PURPOSE 125,000

BOYS AND GIRLS CLUBS OF FALL RIVER THOMAS CHEW MEMORIAL
803 BEDFORD ST
FALL RIVER,MA02723 		NOT RELATED   EXEMPT PURPOSE 100,000

BOYS AND GIRLS CLUBS OF METRO SOUTH
31 COURT ST
TAUNTON,MA02780 		NOT RELATED   EXEMPT PURPOSE 400,000

LYNCH LEADERSHIP ACADEMY BOSTON COLLEGE
140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		NOT RELATED   EXEMPT PURPOSE 25,000

NATIVITY PREP SCHOOL
15 WHALIN ST
ROCHESTER,NY14620 		NOT RELATED   EXEMPT PURPOSE 150,000

PEOPLE INCORPORATED
4 S MAIN ST
FALL RIVER,MA02721 		NOT RELATED   EXEMPT PURPOSE 150,000

VETERANS' ASSOCIATION OF BRISTOL COUNTY
755 PINE ST
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 150,000

YMCA SOUTHCOAST
128 UNION ST STE 304
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 200,000
Total ................................. 3b 1,300,000
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 1,085,734  
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 4,059,683  
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 5,145,417 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,145,417
(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

TY 2025 AccountingFeesSchedule
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WOLF & COMPANY, P.C. 40,018 0   40,018
THE TAX CONSULTANTS 10,800 0   10,800

TY 2025 AllOthProgRltdInvestmentsSch
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Category Amount
NONE 0

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 20 20

TY 2025 InvestmentsCorpStockSchedule
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 11,988,211 11,988,211

TY 2025 InvestmentsOtherSchedule2
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS FMV 19,585,498 19,585,498

TY 2025 OtherDecreasesSchedule
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Description Amount
UNREALIZED G/L INVESTMENTS 699,976


TY 2025 OtherExpensesSchedule
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 8,332 0   8,332
POSTAGE 855 0   855
INSURANCE EXPENSES 9,764 0   9,764
IT & WEB DESIGN 19,435 0   19,435
TELEPHONE 3,451 0   3,451
SOFTWARE 801 0   801
GIFTS 213 0   213
LICENCES & PERMITS 1,598 0   1,598
UTILITIES 1,687 0   1,687
BANK CHARGES 130 0   130
REPAIRS AND MAINTANENCE 755 0   755
OTHER EXPENSES 907 0   907


TY 2025 OtherLiabilitiesSchedule
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 123,314 105,942


TY 2025 OtherProfessionalFeesSchedule
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 63,543 63,543   0
CT CORPORATION 594 0   594
PAYROLL SERVICES 1,966 0   1,966


TY 2025 TaxesSchedule
Name:
THE ROBERT F STOICOFIRSTFED CHARITABLE
 
FOUNDATION
EIN:
04-3343529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,018 1,018   0
PAYROLL TAXES 9,171 1,256   7,915
ACCRUED FEDERAL TAXES 56,677 0   0