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 PETER and JOAN SECCHIA FAMILY INC
 
% Mark Schut
Number and street (or P.O. box number if mail is not delivered to street address) 220 LYON NW SUITE 510
  Room/suite
City or town
Grand Rapids
State or province
MI
Country  
ZIP or foreign postal code
49503
A Employer identification number

38-2641093
B Telephone number (see instructions)

6162350010
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)$40,629,871J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,728,182 1,728,182 1,728,182
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,886,195
b Gross sales price for all assets on line 6a 53,044,734
7 Capital gain net income (from Part IV, line 2)... 15,886,195
8 Net short-term capital gain......... 257,567
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........ 17,614,377 17,614,377 1,985,749
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 30,000   10,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,000 6,000   3,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
272,648 272,063   585
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
136,669 135,564   1,105
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
144     144
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 458,461 443,627   14,834
25 Contributions, gifts, grants paid....... 42,046,391 42,046,391
26 Total expenses and disbursements. Add lines 24 and 25 ................ 42,504,852 443,627   42,061,225
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -24,890,475
b Net investment income (if negative, enter -0-) 17,170,750
c Adjusted net income (if negative, enter -0-)... 1,985,749
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............. 1,992,875 5,536,837 5,536,837
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 75,324,222 Click to see attachment
List of Attached Documents:
// Content
28,178,235 		28,178,235
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 ) 6,338,596 6,914,799 Click to see attachment
List of Attached Documents:
// Content
6,914,799
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 83,655,693 40,629,871 40,629,871
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 )   1,189,834
23 Total liabilities (add lines 17 through 22)......... 0 1,189,834
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 83,655,693 39,440,037
29 Total net assets or fund balances (see instructions)..... 83,655,693 39,440,037
30 Total liabilities and net assets/fund balances (see instructions). 83,655,693 40,629,871
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
83,655,693
2
Enter amount from Part I, line 27a .....................
2
-24,890,475
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
58,765,218
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
19,325,181
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
39,440,037
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 FIDELITY 4640 SHORT TERM COVERED P 2025-06-10 2025-10-06
b FIDELITY 4640 ST NON COVERED P 2025-06-10 2025-12-31
c FIDELITY 4640 LT COVERED P 2021-10-21 2025-11-25
d FIDELITY 4640 LT NON COVERED P 2021-10-21 2025-11-25
e LEGACY TRUST 4700 ST COVERED P 2025-07-17 2025-12-12
LEGACY TRUST 4700 LT COVERED P 2021-10-21 2025-12-12
LEGACY TRUST 4700 LT NONCOVERED P 2021-10-21 2025-07-10
RAYMOND JAMES LT NON COVERED P 2021-10-21 2025-03-24
STIFEL 2711 ST COVERED P 2024-10-23 2025-05-13
STIFEL 2711 LT COVERED P 2021-10-21 2025-05-13
STIFEL 5930 ST NONCOVERED P 2024-10-24 2025-05-13
STIFEL 5930 LT NOCOVERED P 2021-10-21 2025-05-13
STIFEL 9334 ST NONCOVERED P 2024-12-19 2025-05-13
STIFEL 9334 LT NONCOVERED P 2021-10-21 2025-05-13
STIFEL 9164 ST NONCOVERED P 2024-08-21 2025-05-13
STIFEL 9164 LT NONCOVERED P 2021-10-21 2025-05-13
STIFEL 6963 ST NONCOVERED P 2024-06-12 2025-05-13
STIFEL 6963 LT NONCOVERED P 2021-10-21 2025-05-13
STIFEL 5524 ST NONCOVERED P 2024-06-05 2025-05-14
STIFEL 5524 LT NONCOVERED P 2024-05-15 2025-05-16
STIFEL 5524 LT NONCOVERED P 2021-10-21 2025-05-13
LPL 2872 ST NONCOVERED P 2024-10-29 2025-05-06
LPL 2872 LT NONCOVERED P 2019-04-11 2025-05-06
LPL 9799 ST NONCOVERED P 2024-03-04 2025-02-26
LPL 9799 LT NONCOVERED P 2024-03-04 2025-03-12
MERRILL LYNCH 3598 ST COVERED P 2024-07-22 2025-04-10
MERRILL LYNCH 3598 LT COVERED P 2022-02-02 2025-05-12
MERRILL LYNCH 3599 ST COVERED P 2024-09-26 2025-05-12
MERRILL LYNCH 3599 LT COVERED P 2022-03-15 2025-05-12
MERRILL LYNCH 3600 ST COVERED P 2025-02-25 2025-05-12
MERRILL LYNCH 3600 LT COVERED P 2022-02-02 2025-05-12
MERRILL LYNCH 3601 ST COVERED P 2024-09-04 2025-05-12
MERRILL LYNCH 3601 LT COVERED P 2022-02-10 2025-05-12
MERRILL LYNCH 3564 ST COVERED P 2025-01-30 2025-05-15
MERRILL LYNCH 3564 LT COVERED P 2022-10-11 2025-05-12
MERRILL LYNCH 3564 LT NONCOVERED P 2021-10-21 2025-05-12
SCHWAB 9458 ST COVERED P 2025-08-01 2025-10-07
HAMILTON LANE ST COVERED P 2024-12-02 2025-09-30
HAMILTON LANE LT COVERED P 2024-06-03 2025-09-30
150 OTTAWA HOTEL LLC P 2021-10-21 2025-12-15
LEGACY TRUST CAP GAIN DISTR P 2024-01-01 2025-12-31
STIFEL CAP GAIN DISTR P 2024-01-01 2025-12-31
LPL CAP GAIN DISTR P 2024-01-01 2025-12-31
MERRILL LYNCH CAP GAIN DISTR P 2024-01-01 2025-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,058,789   1,078,939 -20,150
b 72,701   73,227 -526
c 3,593,327   2,675,706 917,621
d 338,010   256,562 81,448
e 4,096,433   4,068,161 28,272
16,157,706   11,797,917 4,359,789
106,236   1,721 104,515
5,284,096   931 5,283,165
89,504   91,845 -2,341
627,257   527,647 99,610
137,279   141,544 -4,265
525,840   487,535 38,305
44,799   47,256 -2,457
530,468   479,481 50,987
17,692   13,283 4,409
602,301   509,782 92,519
330,471   273,751 56,720
510,676   359,815 150,861
1,808,119   1,812,509 -4,390
17,516   16,929 587
19,449     19,449
20,294   21,253 -959
21,257   17,147 4,110
250,000   250,000  
1,250,000   1,249,275 725
975,994   947,796 28,198
3,552,094   2,354,678 1,197,416
125,463   136,272 -10,809
771,445   717,810 53,635
327,986   315,604 12,382
674,151   568,040 106,111
23,727   23,785 -58
935,217   951,781 -16,564
187,981   188,000 -19
451,295   406,002 45,293
4,238,389   2,518,781 1,719,608
406,273   234,067 172,206
13,003   11,649 1,354
887,086   750,000 137,086
1,950,000   782,058 1,167,942
3     3
78     78
12,729     12,729
1,600     1,600
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       -20,150
b       -526
c       917,621
d       81,448
e       28,272
      4,359,789
      104,515
      5,283,165
      -2,341
      99,610
      -4,265
      38,305
      -2,457
      50,987
      4,409
      92,519
      56,720
      150,861
      -4,390
      587
      19,449
      -959
      4,110
       
      725
      28,198
      1,197,416
      -10,809
      53,635
      12,382
      106,111
      -58
      -16,564
      -19
      45,293
      1,719,608
      172,206
      1,354
      137,086
      1,167,942
      3
      78
      12,729
      1,600
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 15,886,195
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 3 257,567
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) 1 238,673
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........................... 3 238,673
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- ..... 5 238,673
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 115,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 115,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 123,673
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MI
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
Yes
 
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 address  
14
The books are in care ofMARK A SCHUT Telephone no. (616) 888-6662

Located at220 Lyon NW Suite 510Grand RapidsMI ZIP+449503
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
 
No
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
JAMES A ENS DIRECTOR
1.00 		0 0 0
220 LYON NW SUITE 510
Grand Rapids,MI49503
MARK A SCHUT TREASURER
10.00 		0 0 0
220 LYON NW SUITE 510
Grand Rapids,MI49503
JOAN P SECCHIA DIRECTOR
1.00 		0 0 0
220 LYON NW SUITE 510
Grand Rapids,MI49503
STEPHANIE OEHLER DIRECTOR
1.00 		0 0 0
220 LYON NW SUITE 510
Grand Rapids,MI49503
LEGACY TRUST DIRECTOR
1.00 		0 0 0
220 LYON NW SUITE 510
Grand Rapids,MI49503
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 arrow  
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 Michigan State University pledge for a new Mens Tennis facility 0
2 Mary Free Bed Rehab Hospital Capital campaign for a new childrens rehab hospital 0
3 Grand Valley State University Blue Dot technical center downtown campus 0
4 St Marys Foundation for hospital north entrance lobby 0
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
57,839,642
b
Average of monthly cash balances.......................
1b
1,834,095
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
59,673,737
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
59,673,737
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
895,106
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
58,778,631
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,938,932
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
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
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
42,061,225
b
Program-related investments—total from Part VIII-B..................
1b
 
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
42,061,225
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  
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 498,410
b From 2021...... 9,652,562
c From 2022...... 5,957,816
d From 2023...... 12,225,083
e From 2024...... 44,877,372
f Total of lines 3a through e ........ 73,211,243
4Qualifying distributions for 2025 from Part
XI, line 4: $ 42,061,225
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount.....  
e Remaining amount distributed out of corpus 42,061,225
5 Excess distributions carryover applied to 2025.    
(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 5 115,272,468
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		498,410
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		114,774,058
10 Analysis of line 9:
a Excess from 2021 .... 9,652,562
b Excess from 2022 .... 5,957,816
c Excess from 2023 .... 12,225,083
d Excess from 2024 .... 44,877,372
e Excess from 2025 .... 42,061,225
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
1,985,749 1,866,567 1,653,364 908,522 6,414,202
b 85% (0.85) of line 2a ....... 1,687,887 1,586,582 1,405,359 772,244 5,452,072
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		42,061,225 44,877,372 17,017,887 772,244 104,728,728
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 .... 		42,061,225 44,877,372 17,017,887 772,244 104,728,728
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 .. 		1,959,288 3,034,817 3,271,034 2,723,402 10,988,541
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
AQUINAS COLLEGE


1700 FULTON E
Grand Rapids,MI49506 		NONE   IMMEDIATE NEEDS FUNDING REQUEST 507,500
ARTPRIZE


201 MONROE NW
Grand Rapids,MI49503 		NONE   PROGRAM SUPPORT 2026 25,000
AYA YOUTH COLLECTIVE


320 STATE ST SE
Grand Rapids,MI49503 		NONE   PROGRAM SUPPORT 100,000
CATHOLIC FOUNDATION OF WEST MI


360 DIVISION AVE S
Grand Rapids,MI49506 		NONE   BISHOPS ANGELS 2025 2,500
CONDUCTIVE LEARNING CENTER


2428 BURTON SE
Grand Rapids,MI49546 		NONE   HEARTS OF GOLD 2025 1,000
CONNECTING COMMUNITY IN ADA


7330 THORNAPPLE DR SE
Ada,MI49301 		NONE   OPERATIONS PLEDGE 10,000
CORWELL HEALTH FOUNDATION


25 MICHIGAN ST NE
Grand Rapids,MI49503 		NONE   CONE BEAM PROJECT 125,000
EAST GR HIGH SCHOOL FOUNDATION


2915 HALL ST SE
Grand Rapids,MI49503 		NONE   WE THE PEOPLE 2025 5,000
GIRLS CHORAL ACADEMY


2920 FULLER NE
Grand Rapids,MI49505 		NONE   CAPITAL CAMPAIGN 100,000
GRAND RAPI DSPUBLIC MUSEAM FNDN


272 PEARL NW
Grand Rapids,MI49504 		NONE   CAPITAL CAMPAIGN 250,000
IZZO LEGACY 5K


2299 W GRND RIVER
Okemos,MI48864 		NONE   OPERATIONS SUPPORT 10,000
JUVINILE DIABETES FOUNDATION


5075 CACADE RD SE
Grand Rapids,MI49546 		NONE   BREAKTHROUGH T1D PROGRAM RESEARCH 50,000
KENT COUNTY PARKS FOUNDATION


PO BOX 230165
Grand Rapids,MI495230165 		NONE   SOMETHINGS GRILLING 2025 25,000
MAKE A WISH FOUNDATION


20750 CIVIC CENTER DR
Southfield,MI48076 		NONE   CAPITAL PLEDGE 1,500,000
MARY FREE BED


235 WEALTHY SE
Grand Rapids,MI49503 		NONE   LOUNGE SPONSOR 15,000
OPERA GRAND RAPIDS


1320 FULTON E
Grand Rapids,MI49503 		NONE   STUDENT TICKET PROGRAM 25,000
PAULIST FATHERS


215 SHELDON SE
Grand Rapids,MI49503 		NONE   APPEAL FOR 2025 5,000
MARIUCCI BEACON HOUSE FNDN


200 S SEVENTH
Marquette,MI49855 		NONE   SECCHIA ROOM SPONSOR 50,000
SACRED HEART PARICH


151 GARFIELD NW
Grand Rapids,MI49504 		NONE   ORGAN PROJECT PLEDGE 251,000
SARA S WISH FOUNDATION


23 ASH LANE
Amherst,MA01002 		NONE   SCHOLARSHIP SUPPORT 1,000
SLEEP IN HEAVENLY PEACE


PO BOX 2905
Phoenix,AZ85062 		NONE   MICHIGAN CHAPTER SUPPORT 10,000
SPECIAL OLYMPICS MICHIGAN


160 68TH ST SW
Grand Rapids,MI49548 		NONE   MOVE TO MSU PROJECT SUPPORT 250,000
ST PAUL THE APOSTLE


32750 BURTON SE
Grand Rapids,MI49546 		NONE   TOGETHER WE GROWTH CAPITAL CAMPAIGN 10,000
ST ROBERTS CATHOLIC SCHOOL


6477 ADA DR SE
Ada,MI49301 		NONE   FALL GALA 2025 1,000
EXPERIENBCE GRAND RAPIDS


171 MONROE NW
Grand Rapids,MI49503 		NONE   CHRISTMAS TREE LIGHTING 7,923
MEL TROTTER MINISTRIES


225 COMMERCE SW
Grand Rapids,MI49503 		NONE   YEAR END GIFT 2,500
NORTHPORT YOUTH SAILING SCHOOL


105 BAY ST
Northport,MI49670 		NONE   YOUTH PROGRAM SUPPORT 2,000
ORIENTAL INSTITUTE


1155 EAST 58TH ST
Chicago,IL60637 		NONE   YEAR END GIFT 2,500
ST MARYS FOUNDATION


200 JEFFERSON SE
Grand Rapids,MI49503 		NONE   YEAR END GIFT 2,500
THE BAY COMMUNITY THEATRE


214 N ST JOSEPH
Suttons Bay,MI49682 		NONE   OPERATIONS GIFT 1,000
ARTPRIZE GR


201 MONROE NW
Grand Rapids,MI49503 		NONE   ARTPRIZE SUPPORT 2026 12,500
REVIVE AND THRIVE


1815 HALL ST SE
Grand Rapids,MI49506 		NONE   YEAR END SUPPORT 7,000
SCHWAB CHARITABLE


1958 SUMMIT PARK
Orlando,FL32810 		NONE   2025 GIFT 25,000
AMERICAN BALLET THEATRE


890 BROADWAY
New York,NY10003 		NONE   OEHLER GIFT 1,000
COMMON SENSE


699 8TH
San Francisco,CA94103 		NONE   YEAR END GIFT 1,000
DOING GOOD TOGETHER


755 MEDINA RD
Wayzata,MN55391 		NONE   2025 SUPPORT 1,000
FRIENDS OF LARCHMONT LIBRARY


121 LARCHMONT AVE
Larchmont,NY10538 		NONE   OPERATIONS GIFT 1,500
GRASSROOTS GROCERY


169 MADISON AVE
New York,NY10016 		NONE   YEAR END GIFT 2,000
MAMARONECK LARCHMONT STUDENT AID


1045 NAUTILUS LN
Mamaroneck,NY10543 		NONE   SCHOLARSHIP GIFT 2,000
MAMARONECK SCHOOLS FOUNDATION


PO BOX 123
Larchmont,NY10538 		NONE   GENERAL SUPPORT 2,000
TRI CITIES YMCA


1 Y DRIVE
Grand Haven,MI49417 		NONE   YEAR END GIFT 2,000
VILLAGE OF LARCHMONT


120 LARCHMONT AVE
Larchmont,NY10538 		NONE   FLINT PARK PADDLE HUT 5,000
WESTCHESTER CHILDRENS CHORUS


1 CHATSWORTH AVE
Larchmont,NY10538 		NONE   2025 GIFT 4,000
WFUV


2853 SOUTHERN BLVD
Bronx,NY10458 		NONE   OPERATIONS SUPPORT 1,500
YMCA WHITE PLAINS


515 NORTH ST
White Plains,NY10605 		NONE   2025 GIFT 2,000
CITY OF GRAND RAPIDS


300 MONROE NW
Grand Rapids,MI49503 		NONE   DOWNTOWN MAINTENANCE FUND 25,668
MICHIGAN STATE UNIVERSITY


428 AUDITORIUM RD
East Lansing,MI48824 		NONE   COLLEGE OF HUMAN MEDICINE RESEARCH GIFT 1,000,000
MICHIGAN STATE UNIVERSITY


428 AUDITORIUM DR
East Lansing,MI48824 		NONE   MEDICAL SCHOOL LECTURE SERIES 50,000
MICHIGAN STATE UNIVERSITY


428 AUDITORIUM DR
East Lansing,MI48824 		NONE   ATHLETIC TRAVEL FUND AND SCHOLARSHIPS 100,000
MICHIGAN STATE UNIVERSITY


428 AUDITORIUM DR
East Lansing,MI48824 		NONE   SECCHIA CENTER EQUIPMENT AND CLASSROOM MAINT 300,000
GRAND RAPIDS CITY PARKS


201 MARKET AVE
Grand Rapids,MI49503 		NONE   CITY PARKS MAINENANCE FUND 174,784
KENT COUNTY PARKS DEPT


PO BOX 230165
Grand Rapids,MI49523 		NONE   SECCHIA MEADOWS FUND AND CHILDRENS PROGRAMMING 1,165,230
YMCA OF GRAND RAPIDS


475 LAKE MICHIGAN DR NW
Grand Rapids,MI49504 		NONE   SWIMMING SAFETY PROGRAM 15,000
NATIONAL ITALIAN AMERICAN FNDN


1860 19TH ST
Washington,DC20009 		NONE   SCHOLARSHIP ENDOWMENT 1,106,829
SPECIAL OLYMPICS OF MI


160 668TH ST SW
Grand Rapids,MI49548 		NONE   CAPITAL CAMPAIGN PLEDGE 262,107
BAXTER COMMUNITY CENTER


935 BAXTER SE
Grand Rapids,MI49506 		NONE   BUILDING IMPROVEMENT PLEDGE 262,107
WEST MICHIGAN AVIATION ACADEMY


5363 44TH ST SE
Grand Rapids,MI49512 		NONE   SCHOLARSHIPS AND AIRPLANE MAINTENANCE 873,922
BOYS AND GIRLS CLUBS OF GR


235 STRAIGHT ST NW
Grand Rapids,MI49504 		NONE   CAMP OMALLEY AND DOLAN BELK LODGE RESTORATION 1,165,230
SILENT OBSERVER


1 MONROE CTR
Grand Rapids,MI49503 		NONE   OPERATIONS SUPPORT PLEDGE 58,261
GEO AND BARBARA BUSH FOUNDATION


PO BOX 14141
College Station,TX77841 		NONE   SCHOLARSHIPS AND EDUCATION SUPPORT PLEDGE 582,615
GR PUBLIC SCHOOLS FOUNDATION


PO BOX 2225
Grand Rapids,MI49501 		NONE   BUILDING TOGETHER PLEDGE 544,484
MICHIGAN STATE UNIVERSITY


428 AUDITORIUM DR
East Lansing,MI48824 		NONE   COLLEGE OF HUMAN MEDICINE CAPITAL PLEDGE 5,000,000
GRAND RAPIDS WHITEWATER


120 LYON NW
Grand Rapids,MI49503 		NONE   RAPIDS RESTORATION PROJECT 811,090
GRAND VALLEY STATE UNIVERSITY


1 CAMPUS DR
Allendale,MI49401 		NONE   SEIDMAN SCHOOL OF BUSINESS 445,182
EAST GR SCHOOLS FOUNDATION


2915 HALL ST SE
Grand Rapids,MI49506 		NONE   J GERKEN ALUMNI FUND 291,307
GR FORD PRESIDENTIAL FOUNDATION


303 PEARL ST NW
Grand Rapids,MI49504 		NONE   STUDENT TRANSPORTATION SCHOLARSHIP FUND 582,615
DOWNTOWN GRAND RAPIDS INC


29 PEARL ST NW
Grand Rapids,MI49503 		NONE   DOWNTOWN MAINTENANCE AND IMPROVEMENT FUND 582,615
MARY FREE BED FOUNDATION


235 WEALTHY SE
Grand Rapids,MI49503 		NONE   CHILDRENS RESEARCH HOSPITAL CAMPAIGN 10,000,000
SACRED HEART PARISH


151 GARFIELD NW
Grand Rapids,MI49504 		NONE   ORGAN RESTORATION AND IMPROVEMENT 198,000
KENT COUNTY PARKS FOUNDATION


PO BOX 230165
Grand Rapids,MI49523 		NONE   MILLENNIUM PARK PRGRAMMING FUND 291,307
GR FORD PRESIDENTIAL FOUNDATION


303 PEARL ST NW
Grand Rapids,MI49504 		NONE   CAPITAL CAMPAIGN 524,214
OTTAWA COUNTY PARKS FOUNDATION


8115 WEST OLIVE RD
West Olive,MI49460 		NONE   NATURE TRAIL IMPROVEMENTS 100,000
GRAND VALLEY STATE UNIVERSITY


1 CAMPUS DR
Allendale,MI49401 		NONE   MILITARY AND VETERANS EDUCATION PROGRAM 254,818
GRAND RAPIDS COMMUNITY COLLEGE


143 BOSTWICK NE
Grand Rapids,MI49503 		NONE   CULINARY ARTS CENTER SUPPORT 582,615
GR PUBLIC SCHOOLS FOUNDATION


PO BOX 2225
Grand Rapids,MI49501 		NONE   STUDENT ADVANCEMENT AND BUILDING IMPROVEMENT FD 320,368
GRAND RAPIDS COMMUNITY LEGENDS


3849 LAKE MICHIGAN DR NW
Grand Rapids,MI49534 		NONE   GRAND RAPIDS STATUARY AND HISTORICAL PRESERVATION 2,496,412
MICHIGAN STATE UNIVERSITY


428 AUDITORIUM DR
East Lansing,MI48824 		NONE   MENS TENNIS FACILTY PLEDGE 4,962,688
GRAND VALLEY STATE UNIVERSITY


1 CAMPUS DR
Allendale,MI49401 		NONE   BLUE DOT TECHNOLOGY PROGRAM PLEDGE 3,500,000
Total ................................. 3a 42,046,391
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 1,728,182  
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    
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOther Income 		    01    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,728,182  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,728,182
(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 PETER and JOAN SECCHIA FAMILY INC
EIN:
38-2641093
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 9,000 6,000 0 3,000

TY 2025 InvestmentsCorpStockSchedule
Name:
THE PETER and JOAN SECCHIA FAMILY INC
EIN:
38-2641093
Name of Stock End of Year Book Value End of Year Fair Market Value
Investment Securities 28,178,235 28,178,235
Hyatt Hotel LLC 0 0

TY 2025 OtherAssetsSchedule
Name:
THE PETER and JOAN SECCHIA FAMILY INC
EIN:
38-2641093
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Cash Surr Value Life Ins 6,338,596 6,914,799 6,914,799


TY 2025 OtherDecreasesSchedule
Name:
THE PETER and JOAN SECCHIA FAMILY INC
EIN:
38-2641093
Description Amount
ADJUSTMENT TO MARKET 3,438,986
ADJ OF CAPITAL GAINS 15,886,195


TY 2025 OtherExpensesSchedule
Name:
THE PETER and JOAN SECCHIA FAMILY INC
EIN:
38-2641093
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office Supplies 144 0 0 144


TY 2025 OtherLiabilitiesSchedule
Name:
THE PETER and JOAN SECCHIA FAMILY INC
EIN:
38-2641093
Description Beginning of Year - Book Value End of Year - Book Value
Unrealized Gain on Investments 0 1,189,834


TY 2025 OtherProfessionalFeesSchedule
Name:
THE PETER and JOAN SECCHIA FAMILY INC
EIN:
38-2641093
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 272,063 272,063 0 0
Legal Fees 585 0 0 585


TY 2025 TaxesSchedule
Name:
THE PETER and JOAN SECCHIA FAMILY INC
EIN:
38-2641093
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Income Taxes 133,420 133,420 0 0
Payroll Taxes 3,249 2,144 0 1,105