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
BRUCE G GEARY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 140732
  Room/suite
City or town
STATEN ISLAND
State or province
NY
Country  
ZIP or foreign postal code
10314
A Employer identification number

20-8075415
B Telephone number (see instructions)

9176560372
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)$35,476,372J 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 64,551 64,551  
4 Dividends and interest from securities... 383,628 363,782  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,489,197
b Gross sales price for all assets on line 6a 35,029,838
7 Capital gain net income (from Part IV, line 2)... 3,489,197
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)....... Click to see attachment
List of Attached Documents:
// Content
1,515 1,515  
12 Total. Add lines 1 through 11........ 3,938,891 3,919,045  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 400,000 200,000   200,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
535 535    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,000 58,000    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
440,886 432,068   8,818
17 Interest............... 7,688 7,688    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
65,527 65,527    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,440     2,440
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,729     3,728
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 978,805 763,818   214,986
25 Contributions, gifts, grants paid....... 1,357,000 1,357,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,335,805 763,818   1,571,986
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,603,086
b Net investment income (if negative, enter -0-) 3,155,227
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.............      
2 Savings and temporary cash investments......... 1,274,301 1,013,730 1,013,730
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).......      
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).......... 21,295,361 Click to see attachment
List of Attached Documents:
// Content
23,145,938 		34,462,642
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,569,662 24,159,668 35,476,372
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
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........... 6,975,266 8,565,272
25 Net assets with donor restrictions............ 15,594,396 15,594,396
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)..... 22,569,662 24,159,668
30 Total liabilities and net assets/fund balances (see instructions). 22,569,662 24,159,668
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
22,569,662
2
Enter amount from Part I, line 27a .....................
2
1,603,086
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
24,172,748
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
13,080
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
24,159,668
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 MORGAN STANLEY ACCT 122 ST COVERED P 2025-06-30 2025-12-31
b MORGAN STANLEY ACCT 877 LT COVERED P 2024-12-30 2025-12-31
c MORGAN STANLEY ACCT 122 LT COVERED P 2024-12-30 2025-12-31
d MORGAN STANLEY ACCT 877 LT NONCOVER P 2024-12-30 2025-12-31
e MORGAN STANLEY ACCT 122 LT NONCOVER P 2024-12-30 2025-12-31
ST WASH SALES P 2025-06-30 2025-12-31
MORGAN STANLEY ACCT 123 ST COVERED P 2025-06-30 2025-12-31
LT WASH SALES P 2024-12-30 2025-12-31
MORGAN STANLEY ACCT 123 LT COVERED P 2024-12-30 2025-12-31
ADJUSTMENT CODE 1F P 2025-06-30 2025-12-31
MORGAN STANLEY ACCT 124 ST COVERED P 2025-06-30 2025-12-31
ADJUSTMENT CODE 1F P 2024-12-30 2025-12-31
MORGAN STANLEY ACCT 124 LT COVERED P 2024-12-30 2025-12-31
MORGAN STANLEY ACCT 125 ST COVERED P 2025-06-30 2025-12-31
MORGAN STANLEY ACCT 125 LT COVERED P 2024-12-30 2025-12-31
MORGAN STANLEY ACCT 126 ST COVERED P 2025-06-30 2025-12-31
MORGAN STANLEY ACCT 126 LT COVERED P 2024-12-30 2025-12-31
MORGAN STANLEY ACCT 127 ST COVERED P 2025-06-30 2025-12-31
MORGAN STANLEY ACCT 127 LT COVERED P 2024-12-30 2025-12-31
MORGAN STANLEY ACCT 127 LT NONCOVER P 2024-12-30 2025-12-31
MORGAN STANLEY ACCT 877 ST COVERED P 2025-06-30 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 1,755,271   1,844,211 -88,940
b 351,552   285,717 65,835
c 960,791   694,343 266,448
d 81,256   70,438 10,818
e 164,202   24,364 139,838
107,384     107,384
2,186,731   2,336,628 -149,897
4,575     4,575
1,058,678   461,979 596,699
    605 -605
19,879,223   20,014,736 -135,513
    1,486 -1,486
5,233,285   3,073,091 2,160,194
1,231,190   1,350,262 -119,072
927,157   466,601 460,556
186,829   182,619 4,210
344,969   254,759 90,210
82,401   86,470 -4,069
305,989   228,579 77,410
1,777   1,996 -219
163,741   161,757 1,984
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       -88,940
b       65,835
c       266,448
d       10,818
e       139,838
      107,384
      -149,897
      4,575
      596,699
      -605
      -135,513
      -1,486
      2,160,194
      -119,072
      460,556
      4,210
      90,210
      -4,069
      77,410
      -219
      1,984
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 3,489,197
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 -384,518
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 43,858
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  
3 Add lines 1 and 2........................... 3 43,858
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 43,858
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 32,000
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 32,000
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
8 613
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 12,471
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)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofCATHY CARLSON Telephone no. (917) 656-0372

Located atPO BOX 140732STATEN ISLANDNY ZIP+410314
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
 
 
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
 
No
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
JOHN KOSINSKI DIRECTOR
15.00 		85,000 0 0
PO BOX 140732
STATEN ISLAND,NY10314
MATTHEW SMITH PRESIDENT
35.00 		105,000 0 0
PO BOX 140732
STATEN ISLAND,NY10314
CATHY CARLSON TREASURER
30.00 		105,000 0 0
PO BOX 140732
STATEN ISLAND,NY10314
TIMOTHY PEZZOLI SECRETARY
30.00 		105,000 0 0
PO BOX 140732
STATEN ISLAND,NY10314
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...................  
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
MORGAN STANLEY CAPITAL MANAGEMENT LL
MORGAN STANLEY CAPITAL MANAGEMENT LLClick to see attachment
List of Attached Documents:
// Content
INVESTMENT MANA 440,474
1 NEW YORK PLAZA 7TH FLOOR
1 NEW YORK PLAZA 7TH FLOOR
NEW YORK,NY10004
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  
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
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
33,720,617
b
Average of monthly cash balances.......................
1b
1,745,089
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
35,465,706
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
35,465,706
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
531,986
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,933,720
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,746,686
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
1,746,686
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
43,858
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
43,858
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,702,828
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,702,828
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
1,702,828
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,571,986
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
1,571,986
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 1,702,828
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,330,606
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,571,986
a Applied to 2024, but not more than line 2a 1,330,606
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..... 241,380
e Remaining amount distributed out of corpus  
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  
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 .......... 		1,461,448
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) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
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 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICA'S VETDOGS THE VETERAN'S K-9
AMERICA'S VETDOGS THE VETERAN'S K-9
371 E JERICHO TURNPIKE
371 E JERICHO TURNPIKE
SMITHTOWN,NY11787 		    CARE AND SUPPORT OF ANIMALS 15,000

ATLANTIC WHITE SHARK CONSERVANCY
ATLANTIC WHITE SHARK CONSERVANCY
PO BOX 66
PO BOX 66
CHATHAM,MA02633 		    CARE AND SUPPORT OF ANIMALS 28,000

CATS EXCLUSIVE INC
CATS EXCLUSIVE INC
6350 WEST ATLANTIC BOULEV
6350 WEST ATLANTIC BOULEV
MARGATE,FL33063 		    CARE AND SUPPORT OF ANIMALS 44,000

CHEETAH CONSERVATION FUND
CHEETAH CONSERVATION FUND
PO BOX 2496
PO BOX 2496
ALEXANDRIA,VA22301 		    CARE AND SUPPORT OF ANIMALS 30,000

COLUMBIA GREENE-HUMANE SOCSPCA
COLUMBIA GREENE-HUMANE SOC/SPCA
125 HUMANE SOCIETY ROAD
125 HUMANE SOCIETY ROAD
HUDSON,NY12534 		    CARE AND SUPPORT OF ANIMALS 25,000

COMPANION ANIMAL PROTECTION SOCIETY
COMPANION ANIMAL PROTECTION SOCIETY
1336 N MOORPACK RD 245
1336 N MOORPACK RD 245
THOUSAND OAKS,CA91360 		    CARE AND SUPPORT OF ANIMALS 5,000

COROLLA WILD HORSE FUND
COROLLA WILD HORSE FUND
PO BOX 361
PO BOX 361
COROLLA,NC27927 		    CARE AND SUPPORT OF ANIMALS 20,000

FARMS SANCTUARY
FARMS SANCTUARY
PO BOX 150
PO BOX 150
WATKINS GLEN,NY14891 		    CARE AND SUPPORT OF ANIMALS 25,000

GREEN CHIMNEYS
GREEN CHIMNEYS
400 DOANSBURG ROAD
400 DOANSBURG ROAD
BREWSTER,NY10509 		    CARE AND SUPPORT OF ANIMALS 25,000

GUARDIANS OF RESCUE INC
GUARDIANS OF RESCUE INC
34 EAST MAIN STREET STE 3
34 EAST MAIN STREET STE 3
SMITHTOWN,NY11787 		    CARE AND SUPPORT OF ANIMALS 20,000

HUMANE SOCIETY OF VENTURA COUNTY
HUMANE SOCIETY OF VENTURA COUNTY
PO BOX 297
PO BOX 297
OJAI,CA93024 		    CARE AND SUPPORT OF ANIMALS 10,000

INTERNATIONAL ANIMAL RESCUE US
INTERNATIONAL ANIMAL RESCUE US
PO BOX 137
PO BOX 137
SHREWSBURY,MA01545 		    CARE AND SUPPORT OF ANIMALS 25,000

LITTLE SHELTER ANIMAL RESCUE
LITTLE SHELTER ANIMAL RESCUE
33 WARNER ROAD
33 WARNER ROAD
HUNTINGTON,NY11743 		    CARE AND SUPPORT OF ANIMALS 15,000

LOGGERHEAD MARINE LIFE CENTER INC
LOGGERHEAD MARINE LIFE CENTER INC
14200 US HIGHWAY ONE
14200 US HIGHWAY ONE
JUNO BEACH,FL33408 		    CARE AND SUPPORT OF ANIMALS 30,000

LONG ISLAND BULLDOG RESCUE INC
LONG ISLAND BULLDOG RESCUE INC
PO BOX 239
PO BOX 239
STONEY BROOK,NY11790 		    CARE AND SUPPORT OF ANIMALS 10,000

LOUIE'S LEGACY ANIMAL RESCUE INC
LOUIE'S LEGACY ANIMAL RESCUE INC
4725 BOOMER ROAD
4725 BOOMER ROAD
CINCINNATI,OH45247 		    CARE AND SUPPORT OF ANIMALS 30,000

LUCKY ORPHANS HORSE RESCUE INC
LUCKY ORPHANS HORSE RESCUE INC
2699 ROUTE 22
2699 ROUTE 22
DOVER PLAINS,NY12522 		    CARE AND SUPPORT OF ANIMALS 15,000

MEMORIAL SLOAN KETTERING CANCER CEN
MEMORIAL SLOAN KETTERING CANCER CENTER CARING CANI
PO BOX 27106
PO BOX 27106
NEW YORK,NY10087 		    CARE AND SUPPORT OF ANIMALS 10,000

MID ATLANTIC BULLDOG RESCUE
MID ATLANTIC BULLDOG RESCUE
PO BOX 155
PO BOX 155
BELMAR,NJ07719 		    CARE AND SUPPORT OF ANIMALS 12,500

MR BONES & COMPANY INC
MR BONES & COMPANY INC
PO BOX 66
PO BOX 66
RED HOOK,NY12571 		    CARE AND SUPPORT OF ANIMALS 15,000

NATIONAL EAGLE CENTER
NATIONAL EAGLE CENTER
50 PEMBROKE AVENUE
50 PEMBROKE AVENUE
WABASHA,MN55981 		    CARE AND SUPPORT OF ANIMALS 10,000

NY SAVE ANIMALS IN VETERINARY EMERG
NY SAVE ANIMALS IN VETERINARY EMERG
PO BOX 113
PO BOX 113
NEW YORK,NY10024 		    CARE AND SUPPORT OF ANIMALS 35,000

PEOPLE FOR ANIMALS INC
PEOPLE FOR ANIMALS INC
401 HILLSIDE AVENUE
401 HILLSIDE AVENUE
HILLSIDE,NJ07205 		    CARE AND SUPPORT OF ANIMALS 15,000

PIKE COUNTY HUMANE SOCIETY
PIKE COUNTY HUMANE SOCIETY
PO BOX 255
PO BOX 255
MILFORD,PA18337 		    CARE AND SUPPORT OF ANIMALS 8,000

POLAR BEARS INTERNATIONAL
POLAR BEARS INTERNATIONAL
PO BOX 3008
PO BOX 3008
BOZEMAN,MT59772 		    CARE AND SUPPORT OF ANIMALS 10,000

PRIDE CENTER-PROUD PU
PRIDE CENTER-PROUD PUPPY
PO BOX 50278
PO BOX 50278
STATEN ISLAND,NY10305 		    CARE AND SUPPORT OF ANIMALS 10,000

SI COUNCEL FOR ANIMAL WELFARE-SEC
SI COUNCEL FOR ANIMAL WELFARE-SECOR
610 SINCLAIR AVE
610 SINCLAIR AVE
STATEN ISLAND,NY10312 		    CARE AND SUPPORT OF ANIMALS 35,000

SI ZOOLOGICAL SOCIETY INC
SI ZOOLOGICAL SOCIETY INC
614 BROADWAY
614 BROADWAY
STATEN ISLAND,NY10310 		    CARE AND SUPPORT OF ANIMALS 111,000

SOPHIE'S CIRCLE INC
SOPHIE'S CIRCLE INC
35 JUNIPER DRIVE
35 JUNIPER DRIVE
ORMOND BEACH,FL32176 		    CARE AND SUPPORT OF ANIMALS 10,000

STATEN ISLAND HOPE ANIMAL RESCUE
STATEN ISLAND HOPE ANIMAL RESCUE
PO BOX 30351
PO BOX 30351
STATEN ISLAND,NY10303 		    CARE AND SUPPORT OF ANIMALS 20,000

THE DIAN FOSSEY GORILLA FUND INTERN
THE DIAN FOSSEY GORILLA FUND INTERNATIONAL
800 CHEROKEE AVENUE SE
800 CHEROKEE AVENUE SE
ATLANTA,GA30315 		    CARE AND SUPPORT OF ANIMALS 10,000

TIGER HAVEN INC - K9 LIFELINE RESCU
TIGER HAVEN INC - K9 LIFELINE RESCUE
237 HARVEY ROAD
237 HARVEY ROAD
KINGSTON,TN37763 		    CARE AND SUPPORT OF ANIMALS 15,000

WILD BIRD FUND INC
WILD BIRD FUND INC
59 WEST 88TH ST
59 WEST 88TH ST
NEW YORK,NY10024 		    CARE AND SUPPORT OF ANIMALS 25,000

WOODSTOCK FARM SANCTUARY
WOODSTOCK FARM SANCTUARY
2 RESCUE ROAD
2 RESCUE ROAD
HIGH FALLS,NY12440 		    CARE AND SUPPORT OF ANIMALS 15,000

YORKIE 911 RESCUE INC
YORKIE 911 RESCUE INC
PO BOX 2627
PO BOX 2627
NORTH BABYLON,NY11703 		    CARE AND SUPPORT OF ANIMALS 10,000

ANIMAL RESCUE CORPS
ANIMAL RESCUE CORPS
1380 MONROE STREET NW326
1380 MONROE STREET NW326
WASHINGTON,DC20010 		    CARE AND SUPPORT OF ANIMALS 10,000

BUSCH WILDLIFE SANCTUARY
BUSCH WILDLIFE SANCTUARY
2500 JUPITER PARK DRIVE
2500 JUPITER PARK DRIVE
JUPITER,FL33458 		    CARE AND SUPPORT OF ANIMALS 10,000

EQUINE ADVOCATES
EQUINE ADVOCATES
PO BOX 354
PO BOX 354
CHATHAM,NY12037 		    CARE AND SUPPORT OF ANIMALS 10,000

HISTORIC RICHMONDTOWN
HISTORIC RICHMONDTOWN
441 CLARK AVENUE
441 CLARK AVENUE
STATEN ISLAND,NY10306 		    CARE AND SUPPORT OF ANIMALS 20,000

SEARCH DOG FOUNDATION
SEARCH DOG FOUNDATION
6800 WHEELER CANYON ROAD
6800 WHEELER CANYON ROAD
SANTA PAULA,CA93060 		    CARE AND SUPPORT OF ANIMALS 15,000

A PLACE CALLED HOME
A PLACE CALLED HOME
154 POND MEADOW ROAD
154 POND MEADOW ROAD
KILLINGWORTH,CT06419 		    CARE AND SUPPORT OF ANIMALS 5,000

OMEGA HORSE RESCUE
OMEGA HORSE RESCUE
8272 WOODBINE ROAD
8272 WOODBINE ROAD
AIRVILLE,PA17302 		    CARE AND SUPPORT OF ANIMALS 10,000

ST MARY'S EPISCOPAL CHURCH
ST MARY'S EPISCOPAL CHURCH
347 DAVIS AVENUE
347 DAVIS AVENUE
STATEN ISLAND,NY10310 		    CARE AND SUPPORT OF ANIMALS 5,000

THE SATO PROJECT
THE SATO PROJECT
130 WATER STREET
130 WATER STREET
BROOKLYN,NY11202 		    CARE AND SUPPORT OF ANIMALS 10,000

ALAQUA ANIMAL REFUGE
ALAQUA ANIMAL REFUGE
155 DUGAS WAY
155 DUGAS WAY
FREEPORT,FL32439 		    CARE AND SUPPORT OF ANIMALS 10,000

BEE UNIVERSITY
BEE UNIVERSITY
160 TOMPKINS AVE 40989
160 TOMPKINS AVE 40989
STATEN ISLAND,NY10304 		    CARE AND SUPPORT OF ANIMALS 5,000

BROTHER WOLF ANIMAL RESCUE
BROTHER WOLF ANIMAL RESCUE
PO BOX 8195
PO BOX 8195
ASHEVILLE,NC28814 		    CARE AND SUPPORT OF ANIMALS 20,000

CHIMP HAVEN
CHIMP HAVEN
13600 CHIMPANZEE PLACE
13600 CHIMPANZEE PLACE
KEITHVILLE,LA71047 		    CARE AND SUPPORT OF ANIMALS 10,000

K9'S FOR WARRIORS
K9'S FOR WARRIORS
114 CAMP K9 ROAD
114 CAMP K9 ROAD
PONTE VEDRA,FL32081 		    CARE AND SUPPORT OF ANIMALS 10,000

LEADER DOGS FOR THE BLIND
LEADER DOGS FOR THE BLIND
1039 S ROCHESTER ROAD
1039 S ROCHESTER ROAD
ROCHESTER HILLS,MI48307 		    CARE AND SUPPORT OF ANIMALS 12,000

LONG ISLAND CARES
LONG ISLAND CARES
10 DAVIDS DRIVE
10 DAVIDS DRIVE
HAUPPAUGE,NY11788 		    CARE AND SUPPORT OF ANIMALS 15,000

MID ISLAND ROTARY
MID ISLAND ROTARY
1855 VICTORY BLVD
1855 VICTORY BLVD
STATEN ISLAND,NY10314 		    CARE AND SUPPORT OF ANIMALS 6,000

MUDDY PAWS RESCUE
MUDDY PAWS RESCUE
821 9TH AVE FRNT 1
821 9TH AVE FRNT 1
NEW YORK,NY10019 		    CARE AND SUPPORT OF ANIMALS 15,000

ANIMAL WELFARE ASSOCIATION
ANIMAL WELFARE ASSOCIATION
509 CENTENNIAL BLVD
509 CENTENNIAL BLVD
VOORHEES,NJ08043 		    CARE AND SUPPORT OF ANIMALS 10,000

ASSOCIATED HUMAN SOCIETIES
ASSOCIATED HUMANE SOCIETIES
124 EVERGREEN AVENUE
124 EVERGREEN AVENUE
NEWARK,NJ07714 		    CARE AND SUPPORT AND ANIMALS 20,000

BLUEMONT SANCTUARY
BLUEMONT SANCTUARY
8 FREEMONT LANE
8 FREEMOUNT LANE
COLTS NECK,NJ07722 		    CARE AND SUPOORT AND ANIMALS 10,000

DOGS INC
DOGS INC
4210 77TH STREET
4210 77TH STREET
EAST PALMETTO,FL34221 		    CARE AND SUPPORT OF ANIMALS 10,000

EMERALD HOLLOW THERAPEUTIC RIDING
EMERALD HOLLOW THERAPEUTIC RIDING
235 RUN HILL ROAD
235 RUN HILL ROAD
BREWSTER,MA02631 		    CARE AND SUPORT OF ANIMALS 10,000

HEARTS ALIVE VILLAGE
HEARTS ALVE VILLAGE
3250 N DECATUR BLVD
3250 N DECATUR BLVD
LAS VEGAS,NV89130 		    CARE AND SUPPORT OF ANIMALS 15,000

HOMEWARD BOUND PET CENTER
HOMEWARD BOUND PET CENTER
125 COUNTRY HOUSE ROAD
125 COUNTRY HOUSE ROAD
NEW JERSEY,NJ08012 		    CARE AND SUPPORT OF ANIMALS 10,000

JERSEY SHORE ANIMAL CENTER
JERSEY SHORE ANIMAL CENTER
185 BRICK BLVD
185 BRICK BLVD
BRICK,NJ08723 		    CARE AND SUPPORT OF ANIMALS 10,000

KINDNESS RANCH
KINDNESS RANCH
854 STATE HIGHWAY 270
854 STATE HIGHWAY 270
HARTVILLE,WY82215 		    CARE AND SUPPORT OF ANIMALS 20,000

LANGE FOUNDATION
LANGE FOUNDATION
2106 S SEPULVEDA BLVD
2106 S SEPULVEDA BLVD
LOS ANGELES,CA90025 		    CARE AND SUPPORT OF ANIMALS 15,000

LIONHEARTS INC
LIONHEARTS INC
7536 HUNTERS LODGE DRIVE
7536 HUNTER LODGE DRIVE
SPOTSYLVANIA,VA22551 		    CARE AND SUPPORT OF ANIMALS 15,000

LONGMONT HUMANE SOCIETY
LONGMONT HUMANE SOCIETY
9595 NELSON ROAD SUITE G
9595 NELSON ROAD SUITE G
LONGMONT,CO80501 		    CARE AND SUPPORT OF ANIMALS 10,000

MARINE MAMMAL STRANDING CENTER
MARINE MAMMAL STRANDING CENTER
PO BOX 773
PO BOX 773
BRIGANTINE,NJ08203 		    CARE AND SUPPORT OF ANIMALS 10,000

OPERATION CATNIP OF GAINESVILLE
OPERATION CATNIP OF GAINESVILLE
912 NE 2ND STREET
912 NE 2ND STREET
GAINESVILLE,FL32601 		    CARE AND SUPPORT OF ANIMALS 15,000

PASADENA HUMANE
PASADENA HUMANE
361 S RAYMOND AVENUE
361 S RAYMOND AVENUE
PASADENA,CA91105 		    CARE AND SUPPORT OF ANIMALS 10,000

PAWS UNITE PEOPLE
PAWS UNITE PEOPLE
252 LOCUST DRIVE
252 LOCUST DRIVE
ROCKY POINT,NY11778 		    CARE AND SUPPORT OF ANIMALS 5,000

PHILADELPHIA ANIMAL WELFARE SOCIETY
PHILADELPHIA ANIMAL WELFARE SOCIETY
100 N 2ND STREET
100 N 2ND STREET
PHILADELPHIA,PA19106 		    CARE AND SUPPORT OF ANIMALS 20,000

RED FEATHER EQUINE SANCTUARY
RED FEATHER EQUINE SANCTUARY
5662 OLD RURAL HALL ROAD
5662 OLD RURAL HALL ROAD
WINSTONSALEM,NC27105 		    CARE AND SUPPORT OF ANIMALS 10,000

RUDE RANCH ANIMAL RESCUE
RUDE RANCH ANIMAL RESCUE
672 OLD MILL ROAD 250
672 OLD MILL ROAD 250
MILLERSVILLE,MD21108 		    CARE AND SUPPORT OF ANIMALS 15,000

SCHWARXMAN ANIMAL MEDICAL CENTER
SCHWARZMAN ANIMAL MEDICAL CENTER
510 EAST 62ND STREET
510 EAST 62ND STREET
NEW YORK,NY10065 		    CARE AND SUPPORT OF ANIMALS 30,000

STATEN ISLAND CHILDREN'S MUSEUM
STATEN ISLAND CHILDREN'S MUSEUM
100 RICHMOND TERRACE
100 RICHMOND TERRACE
STATEN ISLAND,NY10301 		    CARE AND SUPPORT OF ANIMALS 10,000

ST HUBERT'S ANIMAL WELFARE CENTER
ST HBERT'S ANIMAL WELFARE CENTER
575 WOODLAND AVENUE
575 WOODLAND AVENUE
MADISON,NJ07940 		    CARE AND SUPPORT OF ANIMALS 20,000

STRAY HELP
STRAY HELP
PO BOX 245
PO BOX 245
FISHKILL,NY12524 		    CARE AND SUPPORT OF ANIMALS 7,000

SUNCOAST ANIMAL LEAGUE
SUNCOAST ANIMAL LEAGUE
1030 PENNSYLVANIA AVENUE
1030 PENNSYLVANIA AVENUE
PALM HARBOR,FL34683 		    CARE AND SUPPORT OF ANIMALS 15,000

TABBY'S PLACE A CAT SANCTUARY
TABBY'S PLACE A CAT SANCTUARY
1100 US HIGHWAY 202
1100 US HIGHWAY 202
RINGOES,NJ08551 		    CARE AND SUPPORT OF ANIMALS 10,000

TAMERLAINE SANCTUARY AND PRESERVE
TAMERLAINE SANCTUARY AND PRESERVE
141 CLOVE ROAD
141 CLOVE ROAD
MONTAGUE,NJ07827 		    CARE AND SUPPORT OF ANIMALS 5,000

THE ANIMAL RIGHTS ALLIANCE INC
THE ANIMAL RIGHTS ALLIANCE INC
42 ACKERMAN ROAD
42 ACKERMAN ROAD
WARWICK,NY10990 		    CARE AND SUPPORT OF ANIMALS 18,500

THE ASHER HOUSE
THE ASHER HOUSE
PO BOX 3548
PO BOX 3548
SALEM,OR97302 		    CARE AND SUPPORT OF ANIMALS 10,000

THE BRIDGE CLINIC
THE BRIDGE CLINIC
1 DECLARATION DRV UNIT D
1 DECLARATION DRV UNIT D
BENSALEM,PA19020 		    CARE AND SUPPORT OF ANIMALS 10,000

WHALE AND DOLPHIN CONSERVATION
WHALE AND DOLPHIN CONSERVATION
225 WATER STREET APT A145
225 WATER STREET APT A145
PLYMOUTH,MA02360 		    CARE AND SUPPORT OF ANIMALS 25,000

WINGS OF RESCUE
WINGS OF RESCUE
PO BOX 602030
PO BOX 602030
SAN DIEGO,CA92160 		    CARE AND SUPPORT OF ANIMALS 10,000
Total ................................. 3a 1,357,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 64,551  
4 Dividends and interest from securities ....     14 383,628  
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 .....     14 1,515  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,489,197  
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) ..   3,938,891  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,938,891
(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:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  58,000 58,000    

TY 2025 ContractorCompensationExpln
Name:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Contractor Explanation
MORGAN STANLEY CAPITAL MANAGEMENT LL
MORGAN STANLEY CAPITAL MANAGEMENT LL 		INVESTMENT MANAGEMENT

TY 2025 InvestmentsOtherSchedule2
Name:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MARKETABLE SECURITIES AT COST 23,145,938 34,462,642

TY 2025 LegalFeesSchedule
Name:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  535 535    


TY 2025 OtherDecreasesSchedule
Name:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Description Amount
BOOK /TAX TIMING DIFFERENCE 13,080


TY 2025 OtherExpensesSchedule
Name:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
NY AG FILING FEE 750     750
INSURANCE EXPENSE 2,979     2,978


TY 2025 OtherIncomeSchedule2
Name:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION SETTLEMENT FUND 1,515 1,515  


TY 2025 OtherProfessionalFeesSchedule
Name:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 440,886 432,068   8,818


TY 2025 TaxesSchedule
Name:
BRUCE G GEARY FOUNDATION
EIN:
20-8075415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,844 1,844    
FEDERAL EXCISE TAX 63,683 63,683