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
DUDLEY AND CONSTANCE GODFREY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address) 444 MADISON AVENUE SUITE 301
  Room/suite
City or town
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
10022
A Employer identification number

39-1562846
B Telephone number (see instructions)

2123718319
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)$26,949,793J 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) 578,548
2 Check .................
3 Interest on savings and temporary cash investments 27,452 27,452  
4 Dividends and interest from securities... 671,917 671,917  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 777,344
b Gross sales price for all assets on line 6a 9,908,082
7 Capital gain net income (from Part IV, line 2)... 777,344
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,055,261 1,476,713  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,180 0   20,120
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
130,932 130,932   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
41,258 21,330   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,401 3,946   455
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 206,771 156,208   20,575
25 Contributions, gifts, grants paid....... 1,169,000 1,169,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,375,771 156,208   1,189,575
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 679,490
b Net investment income (if negative, enter -0-) 1,320,505
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......... 3,584,410 3,126,203 3,126,203
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) 8,888,098 Click to see attachment
List of Attached Documents:
// Content
9,244,559 		9,425,019
b Investments—corporate stock (attach schedule)....... 4,475,651 Click to see attachment
List of Attached Documents:
// Content
5,258,062 		14,392,091
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
7,655 		Click to see attachment
List of Attached Documents:
// Content
6,480 		Click to see attachment
List of Attached Documents:
// Content
6,480
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,955,814 17,635,304 26,949,793
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 16,955,814 17,635,304
29 Total net assets or fund balances (see instructions)..... 16,955,814 17,635,304
30 Total liabilities and net assets/fund balances (see instructions). 16,955,814 17,635,304
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
16,955,814
2
Enter amount from Part I, line 27a .....................
2
679,490
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,635,304
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,635,304
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 PUBLIC TRADED SECURITIES      
b PUBLIC TRADED SECURITIES      
c SECURITIES LITIGATION CLAIM P    
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 8,888,097   8,888,097 0
b 1,018,284   242,641 775,643
c 1,701     1,701
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       0
b       775,643
c       1,701
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 2 777,344
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 18,355
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 18,355
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 18,355
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 12,480
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,480
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 5,875
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
WI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.GUIDESTAR.ORG
14
The books are in care ofLACHMAN LACHMAN LLP Telephone no. (212) 371-8319

Located at444 MADISON AVENUE SUITE 301NEW YORKNY ZIP+410022
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DUDLEY J GODFREY III PRESIDENT, DIRECTOR
1.00 		0 0 0
833 E MICHIGAN STREET SUITE 1800
MILWAUKEE,WI53202
ADAM P GODFREY VICE-PRESIDENT, TREASURER, DIRECTOR
1.00 		0 0 0
833 E MICHIGAN STREET SUITE 1800
MILWAUKEE,WI53202
PAUL LACHMAN SECRETARY, DIRECTOR
2.00 		0 0 0
833 E MICHIGAN STREET SUITE 1800
MILWAUKEE,WI53202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GARDNER RUSSO & QUINN LLC INVESTMENT MANAGEMENT SERVICES 130,932
233 EAST CHESTNUT STREET
LANCASTER,PA17602
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
22,893,864
b
Average of monthly cash balances.......................
1b
3,275,435
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
26,169,299
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
26,169,299
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
392,539
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,776,760
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,288,838
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
1,288,838
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
18,355
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,355
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,270,483
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,270,483
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,270,483
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
1,189,575
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,189,575
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 1,270,483
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,168,460
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,189,575
a Applied to 2024, but not more than line 2a 1,168,460
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 21,115
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,249,368
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
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

AMERICAN JUNIOR GOLF FOUNDATION INC

1980 SPORTS CLUB DRIVE
BRASELTON,GA305179902 		NONE   CHARITABLE 5,000

BACKSTRETCH EMPLOYEE SERVICE TEAM OF NEW YORK INC

2150 HEMPSTEAD TURNPIKE GATE 6
COTTAGE 28B
ELMONT,NY11003 		NONE   CHARITABLE 6,000

BIG BROTHERS-BIG SISTERS OF METRO MILWAUKEE

788 N JEFFERSON ST SUITE 600
MILWAUKEE,WI532023739 		NONE   CHARITABLE 2,000

BLUE COATS FOUNDATION INC

320 S CANAL STREET 12TH FLOOR
CHICAGO,IL60606 		NONE   CHARITABLE 14,000

BONEFISH & TARPON TRUST INC

2937 SW 27TH AVENUE SUITE 203
MIAMI,FL33133 		NONE   ENVIRONMENTAL 7,500

CAMP MANITO-WISH YMCA

PO BOX 246
BOULDER JUNCTION,WI545120246 		NONE   CHARITABLE 7,000

CHURCH OF ST THOMAS MORE

65 EAST 89TH STREET
NEW YORK,NY10128 		NONE   RELIGIOUS 11,000

COMMNUITY FOUNDATION OF THE TEXAS HILL COUNTRY INC

241 EARL GARRETT STREET
KERRVILLE,TX78028 		NONE   CHARITABLE 20,000

COMMON GOOD INSTITUTE INC

PO BOX 8536
NEW YORK,NY101508536 		NONE   CHARITABLE 3,000

DARTMOUTH COLLEGE

100 TUCK HALL
HANOVER,NH037559000 		NONE   EDUCATIONAL 5,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL600268022 		NONE   EDUCATIONAL 10,000

FASD COMMUNITIES

1516 AVON WAY
HONOLULU,HI96822 		NONE   CHARITABLE 3,000

FEEDING AMERICA EASTERN WISCONSIN

1700 W FOND DU LAC AVENUE
MILWAUKEE,WI532051299 		NONE   CHARITABLE 5,000

FIRST TEE FOUNDATION INC

PO BOX 3055
PONTE VEDRA BEACH,FL32004 		NONE   CHARITABLE 10,000

FISHER HOUSE WISCONSIN

5000 W NATIONAL AVENUE
MILWAUKEE,WI532950001 		NONE   CHARITABLE 8,000

FLEISCHER FOUNDATION

1601 W ALTGELD ST SUITE 3D
CHICAGO,IL60614 		NONE   CHARITABLE 10,000

FOLDS OF HONOR FOUNDATION

DEPARTMENT 13
TULSA,OK74182 		NONE   CHARITABLE 5,000

FOR THE LOVE OF CATS INC

PO BOX 1777
MARCO ISLAND,FL34146 		NONE   CHARITABLE 4,000

FOREST HOME HISTORIC PRESERVATION ASSOCIATION INC

2405 W FOREST HOME AVENUE
MILWAUKEE,WI53215 		NONE   HISTORICAL 40,000

FRIENDS OF BOERNER BOTANICAL GARDENS

9400 BOERNER DRIVE SUITE 1
HALES CORNERS,WI53130 		NONE   ENVIRONMENTAL 3,000

FRIENDS OF SCHLITZ AUDUBON NATURE CENTER

1111 EAST BROWN DEER ROAD
MILWAUKEE,WI53217 		NONE   ENVIRONMENTAL 2,000

FRIENDS OF THE BATTLESHIP NORTH CAROLINA INC

1 BATTLESHIP RD
WILMINGTON,NC28401 		NONE   CHARITABLE 2,000

FRIENDS OF VILLA TERRACE DECORATIVE ARTS MUSEUM

PO BOX 170605
MILWAUKEE,WI532178051 		NONE   CULTURAL 4,000

FRIENDS OF WISCONSIN HISTORICAL SOCIETY

627 HAYLETT STREET
NEENAH,WI549564105 		NONE   HISTORICAL 2,000

GARDEN CLUB OF GREATER MILWAUKEE INC

777 N PROSPECT AVENUE UNIT 403
MILWAUKEE,WI53203 		NONE   CULTURAL 11,000

GARY SINISE FOUNDATION

PO BOX 40726
NASHVILLE,TN37204 		NONE   CHARITABLE 15,000

GOLDEN PAWS ASSISTANCE DOGS

364 GATEWAY LANE
NAPLES,FL34109 		NONE   CHARITABLE 9,000

GUNSTON HALL REGENTS FUND

10709 GUNSTON ROAD
MASON NECK,VA22079 		NONE   HISTORICAL 6,000

HF DUPONT WINTERHUR MUSEUM

WINTERTHUR MUSEUM GARDENS RTE 52
KENNET PIKE
WINTERTHUR,DE19735 		NONE   CHARITABLE 9,000

HISTORIC DEERFIELD INC

PO BOX 321
DEERFIELD,MA01342 		NONE   HISTORICAL 7,000

HOSPITAL FOR SPECIAL SURGERY FUND INC

535 E 70TH STREET
NEW YORK,NY10021 		NONE   CHARITABLE 30,000

INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS

303 EAST WACKER DRIVE SUITE 2300
CHICAGO,IL606015224 		NONE   RELIGIOUS 2,000

JUNIOR LEAGUE OF MILWAUKEE

1060 E JUNEAU AVENUE
MILWAUKEE,WI53202 		NONE   CHARITABLE 2,000

LAKE PARK FRIENDS

PO BOX 71197
MILWAUKEE,WI53211 		NONE   ENVIRONMENTAL 19,000

LAYTON ART COLLECTION

353 N CLARK STREET
CHICAGO,IL606543456 		NONE   CULTURAL 40,000

MAKE-A-WISH FOUNDATION OF AMERICA INC

1702 EAST HIGHLAND AVE SUITE 400
PHOENIX,AZ85016 		NONE   CHARITABLE 10,000

MCC SCHOLARS FOUNDATION INC

8000 N RANGE LINE ROAD
RIVER HILLS,WI53217 		NONE   EDUCATIONAL 25,000

MEDECINS SANS FRONTIERES USA INC

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE   CHARITABLE 2,000

MERCY SHIPS

PO BOX 1930
GARDEN VALLEY,TX75771 		NONE   CHARITABLE 2,000

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY101300430 		NONE   CULTURAL 3,000

MILWAUKEE ART MUSEUM

700 N ART MUSEUM DRIVE
MILWAUKEE,WI532023200 		NONE   CULTURAL 66,000

MILWAUKEE COUNTY HISTORICAL SOCIETY

910 N OLD WORLD THIRD STREET
MILWAUKEE,WI53203 		NONE   HISTORICAL 14,000

MILWAUKEE INSTITUTE OF ART & DESIGN INC

273 E ERIE STREET
MILWAUKEE,WI532026003 		NONE   EDUCATIONAL 8,000

MILWAUKEE PARKS FOUNDATION

1531 W VLIET STREET
MILWAUKEE,WI532051299 		NONE   ENVIRONMENTAL 20,000

MILWAUKEE PUBLIC MUSEUM

800 WEST WELLS STREET
MILWAUKEE,WI532331478 		NONE   CULTURAL 3,000

MILWAUKEE RESCUE MISSION

830 N 19TH STREET
MILWAUKEE,WI53233 		NONE   CHARITABLE 5,000

MILWAUKEE SCHOOL OF ENGINEERING

1025 N BROADWAY
MILWAUKEE,WI532023109 		NONE   EDUCATIONAL 50,000

MOUNT VERNON LADIES ASSOCIATION OF THE UNION INC

PO BOX 110
MT VERNON,VA221210110 		NONE   HISTORICAL 9,000

MUDDY PAWS RESCUE

821 9TH AVENUE FRONT
NEW YORK,NY10019 		NONE   CHARITABLE 2,000

MUSEUM OF FINE ARTS

465 HUNTINGTON AVENUE
BOSTON,MA021159965 		NONE   CULTURAL 2,000

NAPLES TAKE A SOLDIER FISHING INC

3575 19TH AVE SW
NAPLES,FL34717 		NONE   CHARITABLE 8,500

NATIONAL COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION

100 W HARRISON ST NORTH TOWER SUITE
500
SEATTLE,WA98119 		NONE   CHARITABLE 5,000

NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA

2715 Q STREET NW
WASHINGTON,DC20007 		NONE   HISTORICAL 2,000

NATIONAL TRUST FOR HISTORIC PRESERVATION

600 14TH STREET NW SUITE 500
WASHINGTON,DC20005 		NONE   HISTORICAL 5,000

NATIONAL WORLD WAR II MUSEUM

945 MAGAZINE STREET
NEW ORLEANS,LA70130 		NONE   HISTORICAL 4,000

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA222031606 		NONE   ENVIRONMENTAL 5,000

NEIGHBORHOOD HOUSE OF MILWAUKEE INC

2819 W RICHARDSON PLACE
MILWAUKEE,WI532083546 		NONE   CHARITABLE 3,000

NEW YORK CENTER FOR AUTISM CHARTER SCHOOL

433 EAST 100TH STREET
NEW YORK,NY10029 		NONE   EDUCATIONAL 5,000

NEW YORK COMMON PANTRY

8 EAST 109TH STREET
NEW YORK,NY10029 		NONE   CHARITABLE 7,000

NEXT ACT THEATRE INC

PO BOX 394
MILWAUKEE,WI53201 		NONE   CULTURAL 1,000

OLD FRIENDS INC

1841 PAYNES DEPOT ROAD
GEORGETOWN,KY40324 		NONE   CHARITABLE 4,000

OLD SALEM INC

600 SOUTH MAIN STREET
WINSTONSALEM,NC27101 		NONE   HISTORICAL 2,000

OLD STURBRIDGE VILLAGE INC

OLD OLD STURBRIDGE VILLAGE ROAD
STURBRIDGE,MA01566 		NONE   CHARITABLE 2,000

OLD WORLD WISCONSIN FOUNDATION INC

PO BOX 347
ELKHORN,WI53121 		NONE   HISTORICAL 2,000

OUR NEXT GENERATION INC

3421 W LISBON AVENUE
MILWAUKEE,WI53208 		NONE   CHARITABLE 2,500

PABST MANSION INC

2000 W WISCONSIN AVENUE
MILWAUKEE,WI53208 		NONE   CHARITABLE 25,000

PERMANENTLY DISABLED JOCKEYS FUND

PO BOX 803
ELMHURST,IL60126 		NONE   CHARITABLE 4,000

PGA FOUNDATION INC

100 AVENUE OF THE CHAMPIONS
PALM BEACH GARDENS,FL33418 		NONE   CHARITABLE 2,500

PRESERVE OUR PARKS INC

PO BOX 13881
WAUWATOSA,WI53213 		NONE   ENVIRONMENTAL 12,000

PURPLE MARTIN CONSERVATION ASSOC

301 PENINSULA DRIVE SUITE 6
ERIE,PA16505 		NONE   ENVIRONMENTAL 8,000

RIVEREDGE NATURE CENTER INC

PO BOX 26
NEWBURG,WI530600026 		NONE   ENVIRONMENTAL 2,000

RUMSEY HALL SCHOOL

201 ROMFORD ROAD
WASHINGTON DEPOT,CT06794 		NONE   EDUCATIONAL 2,000

SALVATION ARMY OF WISCONSIN

PO BOX 26019
WAUWATOSA,WI532260019 		NONE   CHARITABLE 6,000

SHARP LITERACY INC

5775 N GLEN PARK ROAD 202
MILWAUKEE,WI532094480 		NONE   EDUCATIONAL 4,000

SHRINERS HOSPITALS FOR CHILDREN

PO BOX 947765
ATLANTA,GA30394 		NONE   CHARITABLE 5,000

SIGMA NU ALUMNI SCHOLARSHIP FUND

425 CALIFORNIA STREET 10TH FLOOR
SAN FRANCISO,CA94104 		NONE   EDUCATIONAL 5,000

SIXTEENTH STREET COMMUNITY HEALTH CENTER

1032 S CESAR CHAVEZ DRIVE
MILWAUKEE,WI53204 		NONE   CHARITABLE 5,000

SMILE TRAIN INC

633 THIRD AVENUE 9TH FLOOR
NEW YORK,NY10017 		NONE   CHARITABLE 2,000

SNACK & FRIENDS INC

316 EAST 53RD STREET SUITE 2
NEW YORK,NY10022 		NONE   CHARITABLE 5,000

SOJOURNER FAMILY PEACE CENTER

619 W WALNUT STREET
MILWAUKEE,WI532123839 		NONE   CHARITABLE 5,000

ST ANDREWS SCHOOL

350 NOXONTOWN ROAD
MIDDLETON,DE19709 		NONE   EDUCATIONAL 10,000

ST BERNARD'S SCHOOL INC

4 EAST 98TH STREET
NEW YORK,NY10029 		NONE   EDUCATIONAL 10,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

PO BOX 1893
MEMPHIS,TN381019950 		NONE   CHARITABLE 10,000

ST PAULS EPISCOPAL CHURCH

914 E KNAPP STREET
MILWAUKEE,WI53202 		NONE   RELIGIOUS 76,000

STARS & STRIPES HONOR FLIGHT INC

PO BOX 867
MENOMONEE FALLS,WI53052 		NONE   HISTORICAL 13,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE   CHARITABLE 16,000

TEAM RUBICON

PO BOX 104483
PASADENA,CA91189 		NONE   CHARITABLE 3,000

THE CHAPIN SCHOOL

100 EAST END AVENUE
NEW YORK,NY10028 		NONE   EDUCATIONAL 5,000

THE GATHERING OF SOUTHEAST WISCONSIN INC

804 E JUNEAU AVENUE
MILWAUKEE,WI53202 		NONE   CHARITABLE 5,000

THE GEORGE WASHINGTON FOUNDATION

1201 WASHINGTON AVENUE
FREDERICKSBURG,VA22401 		NONE   HISTORICAL 2,000

TOMORROW'S HOPE FOUNDATION

50 CHARLES LINDBERGH BLVD 500
UNIONDALE,NY11553 		NONE   CHARITABLE 5,000

UNITED PERFORMING ARTS FUND

301 W WISCONSIN AVE SUITE 600
MILWAUKEE,WI53203 		NONE   CULTURAL 5,000

UNIVERSITY OF MICHIGAN LAW SCHOOL

701 S STATE STREET
ANN ARBOR,MI481093091 		NONE   EDUCATIONAL 3,000

UNIVERSITY OF WISCONSIN FOUNDATION

US BANK LOCKBOX 78807
MILWAUKEE,WI53278 		NONE   EDUCATIONAL 2,000

URBAN ECOLOGY CENTER

1500 E PARK PLACE
MILWAUKEE,WI53211 		NONE   CHARITABLE 5,000

VERSITI WISCONSIN INC

PO BOX 2178
MILWAUKEE,WI532012178 		NONE   SCIENTIFIC 2,000

VIGILANT TORCH FOUNDATION

6412 BRANDON AVE SUITE 318
SPRINGFIELD,VA22150 		NONE   CHARITABLE 5,000

WAKE FOREST UNIVERSITY HEALTH SCIENCES

PO BOX 571021
WINSTONSALEM,NC271571021 		NONE   EDUCATIONALSCIENTIFIC 10,000

WAKE FOREST UNIVERSITY

BOX 7227
WINSTONSALEM,NC27109 		NONE   EDUCATIONAL 160,000

WAUWATOSA HISTORICAL SOCIETY INC

7406 HILLCREST DRIVE
WAUWATOSA,WI532132226 		NONE   HISTORICAL 6,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY104601068 		NONE   ENVIRONMENTAL 30,000

WISCONSIN HISTORICAL FOUNDATION INC

816 STATE STREET
MADISON,WI537061417 		NONE   HISTORICAL 1,000

WOMANS CLUB OF WISCONSIN FOUNDATION

813 EAST KILBOURN AVENUE
MILWAUKEE,WI53202 		NONE   CHARITABLE 7,000

WOUNDED WARRIORS FAMILY SUPPORT INC

11218 JOHN GALT BLVD SUITE 103
OMAHA,NE68137 		NONE   CHARITABLE 10,000

YOUNG AMERICA'S FOUNDATION

11480 COMMERCE PARK DRIVE SIXTH FL
RESTON,VA20191 		NONE   CHARITABLE 5,000

ZOOLOGICAL SOCIETY OF MILWAUKEE

10500 W BLUEMOUND ROAD
MILWAUKEE,WI532264383 		NONE   CULTURAL 53,000
Total ................................. 3a 1,169,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 27,452  
4 Dividends and interest from securities ....     14 671,917  
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 ............ 		    18 777,344  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,476,713 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,476,713
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

39-1562846
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
DUDLEY AND CONSTANCE GODFREY
FOUNDATION INC 		Employer identification number
39-1562846
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
DUDLEY J GODFREY JR CHARITABLE LEAD
PO BOX 510260
 
MILWAUKEE, WI532030054

$ 578,548


(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
DUDLEY AND CONSTANCE GODFREY
FOUNDATION INC 		Employer identification number

39-1562846
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
DUDLEY AND CONSTANCE GODFREY
FOUNDATION INC 		Employer identification number

39-1562846
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
DUDLEY AND CONSTANCE GODFREY
 
FOUNDATION INC
EIN:
39-1562846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LACHMAN & LACHMAN - ACCOUNTING 30,180 0   20,120

TY 2025 InvestmentsCorpStockSchedule
Name:
DUDLEY AND CONSTANCE GODFREY
 
FOUNDATION INC
EIN:
39-1562846
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC. CL C 556,108 2,085,829
ASHTEAD GROUP INC 628,354 773,291
BERKSHIRE HATHAWAY INC CL A 94,258 1,509,600
BERKSHIRE HATHAWAY INC CL B 124,921 907,283
BROWN FORMAN CORP CL A 14,787 28,941
BROWN FORMAN CORP CL B 102,366 104,240
CIE FINANCIERE RICHEMONT AG A 326,567 1,172,485
COMCAST CORP CL A 85,913 131,636
DOORDASH INC 238,275 386,828
HEINEKEN HOLDING NV 787,715 1,044,994
JP MORGAN CHASE & CO. 134,794 378,286
MARTIN MARIETTA MATERIALS INC 126,015 688,039
MASTERCARD INC CL A 165,903 1,351,273
NESTLE SA SPONS ADR 287,190 853,064
NETFLIX.COM INC. 217,617 855,091
PERNOD RICARD ORD 476,016 372,551
PHILIP MORRIS INTERNATIONAL INC 397,422 1,059,763
UBER TECHNOLOGIES INC. 493,841 688,897

TY 2025 InvestmentsGovtObligationsSch
Name:
DUDLEY AND CONSTANCE GODFREY
 
FOUNDATION INC
EIN:
39-1562846
US Government Securities - End of Year Book Value:

9,244,559
US Government Securities - End of Year Fair Market Value:

9,425,019
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 OtherAssetsSchedule
Name:
DUDLEY AND CONSTANCE GODFREY
 
FOUNDATION INC
EIN:
39-1562846
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROVIDENT TRUST CO - INCOME RECEIVABLE 7,655 6,480 6,480


TY 2025 OtherExpensesSchedule
Name:
DUDLEY AND CONSTANCE GODFREY
 
FOUNDATION INC
EIN:
39-1562846
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN DIVIDEND FEES 237 237   0
CUSTODY FEES 3,709 3,709   0
BANK SERVICE FEES 430 0   430
STATE FILING FEE 25 0   25


TY 2025 OtherProfessionalFeesSchedule
Name:
DUDLEY AND CONSTANCE GODFREY
 
FOUNDATION INC
EIN:
39-1562846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GARDNER RUSSO & QUINN LLC - INVESTMENT MANAGEMENT FEES 130,932 130,932   0


TY 2025 TaxesSchedule
Name:
DUDLEY AND CONSTANCE GODFREY
 
FOUNDATION INC
EIN:
39-1562846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRIVATE FOUNDATION EXCISE TAX - ESTIMATED TAX PAYMENTS 12,480 0   0
PRIVATE FOUNDATION EXCISE TAX - BALANCE DUE 7,448 0   0
FOREIGN TAXES PAID 21,330 21,330   0