Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
AVEDIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1500 E INDEPENDENCE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHAWNEE, OK74804
A Employer identification number

73-1347360
B Telephone number (see instructions)

(405) 273-4055
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$108,216,715J 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) 140,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,151,567 2,151,567  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,655,388
b Gross sales price for all assets on line 6a 13,056,454
7 Capital gain net income (from Part IV, line 2)... 1,655,388
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
117,401 140,064 18,802
12 Total. Add lines 1 through 11........ 4,064,356 3,947,019 18,802
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 460,907 71,065 0 382,390
14 Other employee salaries and wages...... 804,907 127,976 0 800,044
15 Pension plans, employee benefits....... 195,024 30,584 0 215,108
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,744 1,409 0 5,512
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,030 38,475 0 16,853
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
151,539 63,501 0 85,771
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
113,181 11,572 0 75,988
19 Depreciation (attach schedule) and depletion... 93,535 0 0
20 Occupancy.............. 89,066 10,532 0 78,050
21 Travel, conferences, and meetings....... 42,369 6,193 0 38,685
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
708,599 14,658 18,802 636,271
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,717,901 375,965 18,802 2,334,672
25 Contributions, gifts, grants paid....... 3,281,346 2,423,042
26 Total expenses and disbursements. Add lines 24 and 25 5,999,247 375,965 18,802 4,757,714
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,934,891
b Net investment income (if negative, enter -0-) 3,571,054
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 991,022 3,277,104 3,277,104
2 Savings and temporary cash investments......... 861,073 2,657,522 2,657,522
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 88,523 57,594 57,594
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 69,860,277 Click to see attachment
List of Attached Documents:
// Content
69,550,759 		69,550,759
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 29,647,904 Click to see attachment
List of Attached Documents:
// Content
30,928,737 		30,928,737
14 Land, buildings, and equipment: basis right arrow2,148,601
Less: accumulated depreciation (attach schedule) right arrow596,540 1,632,778 1,552,061 1,552,061
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
121,334 		Click to see attachment
List of Attached Documents:
// Content
192,938 		Click to see attachment
List of Attached Documents:
// Content
192,938
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 103,202,911 108,216,715 108,216,715
Liabilities 17 Accounts payable and accrued expenses.......... 211,469 201,458
18 Grants payable................. 700,000 1,373,133
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 911,469 1,574,591
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 102,291,442 106,642,124
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 102,291,442 106,642,124
30 Total liabilities and net assets/fund balances (see instructions). 103,202,911 108,216,715
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
102,291,442
2
Enter amount from Part I, line 27a .....................
2
-1,934,891
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,285,573
4
Add lines 1, 2, and 3 ..........................
4
106,642,124
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
106,642,124
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,056,454   11,401,066 1,655,388
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,655,388
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,655,388
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow 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 49,638
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 49,638
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 49,638
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 46,582
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 68,582
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 90
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 18,854
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow18,854 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK
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 2024 or the taxable year beginning in 2024? 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 addressright arrowAVEDISFOUNDATION.ORG
14
The books are in care ofright arrowLAUREN THOMAS Telephone no.right arrow (405) 273-4055

Located atright arrow1500 E INDEPENDENCE STREETSHAWNEEOK ZIP+4right arrow74804
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 .........right arrow
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
KATHLEEN S LASTER PRESIDENT/CEO
40.00 		284,156 33,076 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
JILL SPENCER CHAIR OF THE BOARD
2.00 		19,500 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
ANGELA A MOHR POGO COMMITTEE CHAIR
1.00 		9,750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
SUDHIR KUMAR GUPTA DIRECTOR
1.00 		9,000 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
JOE HODGES DIRECTOR
1.00 		9,000 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
NICHOLAS CHARLES ATWOOD GOVERNANCE COMMITTEE CHAIR
1.00 		9,750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
JOHN A ROBINSON VICE PRESIDENT/ TREASURER
1.00 		9,750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
JEFFREY A MADISON DIRECTOR
1.00 		9,750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
STEPHEN TROTTER ASST. SECRETARY & AUDIT CHAIR
1.00 		9,750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
SARAH STEELY DIRECTOR
1.00 		7,500 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
JOSH TRIMBLE MISSION ADVOCACY COMMITTEE CHAIR
1.00 		9,750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
TINA KAYE HANNA GOVERNANCE CHAIR
1.00 		9,750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
MARISSA DENEE LIGHTSEY DIRECTOR
1.00 		9,000 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
MARK FINLEY FINANCE COMMITTEE CHAIR
1.00 		9,750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
MICHAEL P WARWICK DIRECTOR
1.00 		2,250 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
LYNANN STERK-BROOKS DIRECTOR
1.00 		750 0 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
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
LAUREN THOMAS CFO
40.00 		158,654 30,206 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
JOHN BOBB-SEMPLE POTTAWATOMIE GO EXEC
40.00 		141,913 19,596 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
TRACY MEEUWSEN PROGRAM DIRECTOR
40.00 		111,406 21,709 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
AUDREY SEELIGER EXTERNAL RELATIONS/S
40.00 		97,125 20,820 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
LINDSAY GOODSON POTTAWATOMIE GO SENI
40.00 		85,553 11,477 0
1500 E INDEPENDENCE STREET
SHAWNEE,OK74804
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
HOGANTAYLOR AUDIT & TAX 51,787
1225 N BROADWAY AVENUE SUITE 200
OKLAHOMA CITY,OK73103
SABREPOINT PUBLIC AFFAIRS INC VENDOR FOR FEASABILITY STUDY 50,394
1 CARDINAL WAY
ST LOUIS,MO63102
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 GRANT WRITING: AVEDIS FOUNDATION'S COMMUNITY GRANT WRITING PROGRAM AIMS TO INCREASE THE CAPACITY OF LOCAL NONPROFITS, EDUCATIONAL INSTITUTIONS, AND MUNICIPALITIES TO FULFILL THE FOUNDATION'S VISION TO "MEASURABLY IMPROVE THE HEALTH, WELLNESS, AND QUALITY OF LIFE FOR THE PEOPLE OF POTTAWATOMIE COUNTY AND ITS SURROUNDING COMMUNITIES." 183,898
2 HEALTHWEEK: WEEK-LONG KICK-OFF TO SUMMER FEATURING A VARIETY OF FAMILY-FRIENDLY ACTIVITIES FOR ALL AGES, DESIGNED TO ENCOURAGE HEALTHY HABITS AND ACTIVE LIFESTYLES. THROUGH A COLLABORATIVE EFFORT OF LOCAL NONPROFIT PARTNERS, HEALTHWEEK AIMS TO SUPPORT, INSPIRE AND ENHANCE WELLNESS ACROSS OUR ENTIRE COMMUNITY. 70,708
3 POTTAWATOMIE COUNTY WELLBEING COALITION DBA POTTAWATOMIE GO IS A COLLABORATIVE COMMUNITY INITIATIVE WORKING TO ACHIEVE AND SUSTAIN MEASURABLE HEALTH IMPROVEMENTS FOR POTTAWATOMIE COUNTY. 735,510
4 CELEBRATE EDUCATORS: ANNUAL EVENT HONORING MORE THAN 2,400 PUBLIC EDUCATORS FROM POTTAWATOMIE COUNTY AND THE SURROUNDING COMMUNITIES OF SEMINOLE, PRAGUE, MEEKER, CHANDLER AND LITTLE AXE. THIS PROFESSIONAL DEVELOPMENT EXPERIENCE BRINGS NATIONALLY RECOGNIZED SPEAKERS TOGETHER WITH TEACHERS, SUPPORT STAFF, AND ADMINISTRATORS TO CELEBRATE THEIR IMPACT, UPLIFT THEIR SPIRITS, AND RECOGNIZE THE VITAL ROLE THEY PLAY IN SHAPING FUTURE GENERATIONS. 58,074
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 VAN SANFORD APARTMENTS PRI: LOW-INTEREST LINE OF CREDIT FOR THE HISTORICAL RENOVATION AND RECONFIGURATION OF THE VAN SANFORD APARTMENTS IN SEMINOLE, OK. THIS PROJECT AIMS TO PROVIDE AFFORDABLE, INCLUSIVE HOUSING AND CONTRIBUTE TO COMMUNITY DEVELOPMENT AND REVITALIZATION, PARTICULARLY IN THE AFTERMATH OF THE MAY 2022 TORNADOES. 560,914
2 GATEWAY PRI: SHORT TERM, NO INTEREST LOAN TO HELP GATEWAY TO PREVENTION & RECOVERY, OUR LOCAL COMMUNITY-BASED BEHAVIORAL HEALTH SERVICES PROVIDER, BRIDGE A FUNDING GAP CREATED BY THE SUSPENSION OF THE VALUE-BASED PAYMENT PROGRAM FROM THE OKLAHOMA DEPARTMENT OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES ("ODMHSAS"). 50,000
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow610,914
Form 990-PF (2024)
Form 990-PF (2024)
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
99,646,566
b
Average of monthly cash balances.......................
1b
3,877,346
c
Fair market value of all other assets (see instructions)................
1c
715,502
d
Total (add lines 1a, b, and c).........................
1d
104,239,414
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
104,239,414
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,563,591
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
102,675,823
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,133,791
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,133,791
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
49,638
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
49,638
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,084,153
4
Recoveries of amounts treated as qualifying distributions................
4
50,000
5
Add lines 3 and 4............................
5
5,134,153
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,134,153
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, column (d), line 26 ..........
1a
4,757,714
b
Program-related investments—total from Part VIII-B..................
1b
610,914
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
5,368,628
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,134,153
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 241,013
e From 2023......  
f Total of lines 3a through e ........ 241,013
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,368,628
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 5,134,153
e Remaining amount distributed out of corpus 234,475
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 475,488
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		475,488
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 241,013
d Excess from 2023....  
e Excess from 2024.... 234,475
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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, b, or c 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 right arrow 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, b, c, and d. 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 (2024)
Form 990-PF (2024)
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

CITY OF SHAWNEE

1900 W MACARTHUR
SHAWNEE,OK74804 		  PC SPLASH PADS 191,000

ST ANTHONY FOUNDATION

601 NW 11TH ST
OKLAHOMA CITY,OK73103 		  PC SHAWNEE CANCER CENTER GIFT 140,000

OKLAHOMA BAPTIST UNIVERSITY

500 W UNIVERSITY
SHAWNEE,OK74801 		  PC INCREASING ACCESS TO TEACHERS FOR LOCAL STUDENTS 20,250

MABEE-GERRER MUSEUM OF ART

1900 W MACARTHUR
SHAWNEE,OK74804 		  PC ART FOR EVERYONE INITIATIVE 40,000

PROJECT SAFE

PO BOX 465
SHAWNEE,OK74802 		  PC SECURITY & SUSTAINABILITY INVESTMENTS 91,464

JASMINE MORAN CHILDREN'S MUSEUM

1714 W WRANGLER ROAD
SEMINOLE,OK74868 		  PC NATURE TALES TRAIL 60,000

SHAWNEE PUBLIC SCHOOL DISTRICT

326 N UNION
SHAWNEE,OK74801 		  PC SHAWNEE ARTIFICIAL TURF FIELD 100,000

OKLAHOMA STATE DEPARTMENT OF EDUCACTION

2500 N LINCOLN BLVD STE 415
OKLAHOMA CITY,OK73105 		  PC PROJECT RESPECT MATCHING GRANT 777,974

COMMUNITY MARKET POTTTAWATOMIE COUNTY

PO BOX 1694
SHAWNEE,OK748021694 		  PC OPERATING GRANT 167,525

THE SALVATION ARMY BOYS & GIRLS CLUB

200 E 9TH STREET
SHAWNEE,OK74801 		  PC OPERATING GRANT 57,800

COMMUNITIES FOUNDATION OF OKLAHOMA

PO BOX 21210
OKLAHOMA CITY,OK73156 		  PC DAF RECOMMENDED GRANT: COMMUNITY RENEWAL OF POTTAWATOMIE COUNTY - OPERATING GRANT 500,000

GATEWAY TO PREVENTION AND RECOVERY INC

36605 WEST 45TH STREET
SHAWNEE,OK74801 		  PC SALARY BOOST 93,125

GATEWAY TO PREVENTION AND RECOVERY INC

36605 WEST 45TH STREET
SHAWNEE,OK74801 		  PC EXPECT HOPE CAMPAIGN: GATEWAY TO RECOVERY & PREVENTION CAMPUS EXPANSION PHASE 2 100,000

OKLAHOMA ARTS INSTITUTE

111 NW 9TH STREET
OKLAHOMA CITY,OK73102 		  PC FUNDING FOR SHAWNEE AREA STUDENTS & EDUCATORS TO ATTEND OAI 5,000

GORDON COOPER TECHNOLOGY CENTER

1 JOHN C BRUTON BLVD
SHAWNEE,OK74804 		  PC WELLNESS EXERCISE EQUIPMENT 8,500

LEGACY PARENTING CENTER INC

126 S CENTER ST
SHAWNEE,OK74801 		  PC EARN WHILE YOU LEARN PROGRAM SUPPORT 23,000

SAFE FAMILIES OK

3 E MAIN ST
OKLAHOMA CITY,OK73104 		  PC POTT CO EXPANSION INITIATIVE 23,784

UPLIFT MENTORING

PO BOX 1223
SHAWNEE,OK74802 		  PC PACE AFTERSCHOOL MENTORING EXPANSIONN - YOUTH BIKE CLUB 23,620
Total .................................right arrow 3a 2,423,042
bApproved for future payment

GATEWAY TO PREVENTION AND RECOVERY INC
36605 WEST 45TH STREET
SHAWNEE,OK74801 		  PC EXPECT HOPE CAMPAIGN: GATEWAY TO RECOVERY & PREVENTION CAMPUS EXPANSION PHASE 2 400,000

SHAWNEE BRIDGES OUR OF POVERTY
1700 N KICKAPOO
SHAWNEE,OK74801 		  PC SHAWNEE BRIDGES GETTING AHEAD COHORTS 2025 20,000

INFANT CRISIS SERVICES
4224 N LINCOLN BLVD
OKLAHOMA CITY,OK73105 		  PC BABYMOBILE SUPPORT 20,000

SALVATION ARMY RED SHIELD YOUTH CENTER OF SHAWNEE
200 E 9TH STREET
SHAWNEE,OK74801 		  PC OPERATING GRANT 158,133

COMMUNITY MARKET POTTTAWATOMIE COUNTY
PO BOX 1694
SHAWNEE,OK748021694 		  PC OPERATING GRANT 175,000
Total ................................. right arrow 3b 773,133
Form 990-PF (2024)
Form 990-PF (2024)
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
aPROGRAM REVENUE         18,802
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 2,151,567  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,655,388  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOIL AND GAS ROYALTIES 		    15 98,449  
bOTHER INCOME     01 150  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,905,554 18,802
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,924,356
(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.)
1A COMMUNITY CONTRIBUTIONS SUPPORT POGO'S WORK TO ACHIEVE AND SUSTAIN MEASURABLE HEALTH IMPROVEMENTS IN OUR AREA.
Form 990-PF (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


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

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

73-1347360
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
AVEDIS FOUNDATION
  		Employer identification number
73-1347360
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BETTY J GRISWOLD REV TR
 
12555 MANCHESTER ROAD
 
ST LOUIS, MO63131

$ 140,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


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

73-1347360
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
AVEDIS FOUNDATION
  		Employer identification number

73-1347360
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 56,030 38,475 0 16,853

TY 2024 InvestmentsCorpStockSchedule
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Name of Stock End of Year Book Value End of Year Fair Market Value
1720238.949 SHS FIDELITY US BOND INDEX 17,959,296 17,959,296
43005.887 SHS DFA INTL SMALL CAP VALUE PORT 1,186,102 1,186,102
229376.091 SHS SCHWAB FND EMERG MKTS LG CO INDX INS 2,378,630 2,378,630
476588.847 SHS SCHWAB FND INTL LG CO INDX INST 5,981,190 5,981,190
29209.045 SHS VANGUARD EMERG MKTS STOCK INDEX ADM 1,196,402 1,196,402
48729 SHS VANGUARD FTSE DEVELOPED MARKETS ETF 2,778,040 2,778,040
46478.615 SHS VANGUARD MID CAP VALUE INDEX ADMIRAL 3,959,978 3,959,978
17722 SHS VANGUARD S&P 500 ETF 10,066,628 10,066,628
21860 SHS VANGUARD SMALL CAP VALUE ETF 4,262,919 4,262,919
173016.929 SHS VANGUARD SMALL CAP VALUE INDEX INST 8,102,383 8,102,383
158620 SHS VANGUARD TOTAL BOND MARKET ETF 11,679,191 11,679,191

TY 2024 InvestmentsOtherSchedule2
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
7932971.79 SHS IIF TAX-EXEMPT FMV 7,932,972 7,932,972
3732108.12 SHS HUDSON BAY LTD TRNCHE II MS FMV 3,732,108 3,732,108
5472409.72 SHS SHANNON RIVER LTD FMV 5,472,410 5,472,410
296630.55 SHS GS VINTAGE VI OFFSHR-ADVIS FMV 296,631 296,631
79596.63 SHS BLACKSTONE TACTICAL OPP FMV 79,597 79,597
1677601.13 SHS GS VINTAGE VII OFFSHORE FMV 1,677,601 1,677,601
1688733.14 SHS PE PREMIER BLKSTONE LSCI V FMV 1,688,733 1,688,733
2756508.47 SHS VINTAGE VIII OFFSHORE SCSP FMV 2,756,508 2,756,508
1098741.45 SHS VINTAGE IX B OFFSHORE SCSP FMV 1,098,741 1,098,741
255637.07 SHS KKR LEND PRT EU OFF FDR FMV 255,637 255,637
28297 SHS CEMOF II OFFSHR INVEST LP FMV 28,297 28,297
1375561.47 SHS PE PREMR OAKTREE XI OFFSHR FMV 1,375,561 1,375,561
3251330.81 SHS HAMILTONPMO FEEDER FUND LP FMV 3,251,331 3,251,331
OIL & GAS ROYALTY INTEREST FMV 721,696 721,696
PRI INVESTMENT FMV 560,914 560,914

TY 2024 LegalFeesSchedule
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,744 1,409 0 5,512


TY 2024 OtherAssetsSchedule
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME 121,334 192,938 192,938


TY 2024 OtherExpensesSchedule
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 68,717 0 0 81,758
OFFICE EXPENSES 20,830 2,300 0 15,480
INFORMATION TECHNOLOGY 24,010 2,571 0 20,030
INSURANCE 22,332 3,820 0 18,476
DUES AND SUBSCRIPTIONS 8,725 0 0 9,519
HOSPITAL CHARGES 1,200 0 0 1,200
MEALS AND CATERING 23,636 3,428 0 19,882
MISCELLANEOUS EXPENSES 70,156 1,086 0 70,271
POSTAGE 1,499 230 0 1,079
REPAIRS AND MAINTENANCE 7,330 1,223 0 5,942
PROGRAM DEVELOPMENT 460,164 0 18,802 392,634


TY 2024 OtherIncomeSchedule2
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BLACKSTONE TACTICAL OPPORTUNITIES FUND, LP   8,111  
IIF TAX-EXEMPT, LP   7,854  
VINTAGE VII AIV OFFSHORE SCSP   1,461  
VINTAGE IX B OFFSHORE SCSP   35,565  
BLACKSTONE TACTICAL OPPORTUNITIES FUND (CAYMAN)   -11,004  
BLACKSTONE TACTICAL OPPORTUNITIES FUND (IPO) LP   666  
AMOUNTS REPORTED AS UBI   -1,188  
PROGRAM REVENUE 18,802   18,802
OIL AND GAS ROYALTIES 98,449 98,449 0
OTHER INCOME 150 150 0


TY 2024 OtherIncreasesSchedule
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Description Amount
UNREALIZED GAINS/LOSSES 6,285,573


TY 2024 OtherProfessionalFeesSchedule
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 53,670 53,670 0 0
OTHER PROFESSIONAL FEES 97,869 9,831 0 85,771


TY 2024 TaxesSchedule
Name:
AVEDIS FOUNDATION
EIN:
73-1347360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 78,181 11,572 0 75,988
EXCISE TAX 35,000 0 0 0