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
MARCH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 6320 WESTWOOD CT
  Room/suite
City or town
EDINA
State or province
MN
Country  
ZIP or foreign postal code
55436
A Employer identification number

26-3296616
B Telephone number (see instructions)

9529290724
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)$8,857,938J 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) 357,886
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 159,349 159,349  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 481,018
b Gross sales price for all assets on line 6a 1,751,229
7 Capital gain net income (from Part IV, line 2)... 481,018
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........ 998,253 640,367  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000 0   15,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,782 2,391   2,391
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
72,008 72,008   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
125 125   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
755 0   755
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,670 74,524   18,146
25 Contributions, gifts, grants paid....... 415,000 415,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 507,670 74,524   433,146
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 490,583
b Net investment income (if negative, enter -0-) 565,843
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......... 118,378 149,599 149,599
3 Accounts receivable 2,400
Less: allowance for doubtful accounts     2,400 2,400
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,492,067 Click to see attachment
List of Attached Documents:
// Content
2,564,055 		3,605,315
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).......... 3,705,680 Click to see attachment
List of Attached Documents:
// Content
3,798,136 		5,100,624
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,316,125 6,514,190 8,857,938
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........ 5,198,777 5,198,777
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,117,348 1,315,413
29 Total net assets or fund balances (see instructions)..... 6,316,125 6,514,190
30 Total liabilities and net assets/fund balances (see instructions). 6,316,125 6,514,190
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
6,316,125
2
Enter amount from Part I, line 27a .....................
2
490,583
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,806,708
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
292,518
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,514,190
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 1,750,876   1,270,211 480,665
b 353     353
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       480,665
b       353
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 2 481,018
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 7,865
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 7,865
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 7,865
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,535
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 10,535
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,670
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,670 Refunded 11 0
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)
MN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofLISA MAUER Telephone no. (952) 929-0724

Located at7201 FRONTIER TRAILCHANHASSANMN ZIP+455317
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
LISA M MAUER DIRECTOR
10.00 		15,000 0 0
7201 FRONTIER TRAIL
CHANHASSEN,MN55317
JOHN B MARCH DIRECTOR
1.00 		0 0 0
13225 CARDINAL CREEK ROAD
EDEN PRAIRIE,MN55346
JOHN D MARCH PRESIDENT
2.00 		0 0 0
6320 WESTWOOD CT
EDINA,MN55436
TIMOTHY S MARCH TREASURER
1.00 		0 0 0
414 W PRAIRIE AVE
WHEATON,IL60187
SARAH G MARCH SECRETARY
2.00 		0 0 0
414 W PRAIRIE AVE
WHEATON,IL60187
MARY CHUNG MARCH DIRECTOR
1.00 		0 0 0
13225 CARDINAL CREEK ROAD
EDEN PRAIRIE,MN55346
SALLIE S MARCH DIRECTOR
1.00 		0 0 0
6320 WESTWOOD CT
EDINA,MN55436
DANIEL C MAUER DIRECTOR
1.00 		0 0 0
7201 FRONTIER TRAIL
CHANHASSEN,MN55317
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
HANSON-FISHER WEALTH MANAGEMENT INVESTMENT MANAGEMENT 72,008
400 S COUNTY FARM RD STE 100
WHEATON,IL60187
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
8,494,757
b
Average of monthly cash balances.......................
1b
117,917
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,612,674
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
8,612,674
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
129,190
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,483,484
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
424,174
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
424,174
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,865
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,865
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
416,309
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
416,309
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
416,309
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
433,146
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
433,146
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 7 416,309
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 120,652
b From 2021...... 73,963
c From 2022...... 57,323
d From 2023...... 53,499
e From 2024...... 33,743
f Total of lines 3a through e ........ 339,180
4Qualifying distributions for 2025 from Part
XI, line 4: $ 433,146
a Applied to 2024, 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 2025 distributable amount..... 416,309
e Remaining amount distributed out of corpus 16,837
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 5 356,017
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		120,652
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		235,365
10 Analysis of line 9:
a Excess from 2021 .... 73,963
b Excess from 2022 .... 57,323
c Excess from 2023 .... 53,499
d Excess from 2024 .... 33,743
e Excess from 2025 .... 16,837
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).)
JOHN D MARCH
SALLIE S MARCH
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

GORDON CONWELL THEOLOGICAL SEMINARY

130 ESSEX ST
SOUTH HAMILTON,MA01982 		N/A   GENERAL SUPPORT 40,000

DWELLING PLACE

940-44TH AVE NE UNIT 21307
COLUMBIA HEIGHTS,MN55421 		N/A   GENERAL SUPPORTCAPITAL CAMPAIGN 30,000

FC GOOD WORKS UNLIMITED

4108 TAWAKON DR
PEARLAND,TX77584 		N/A   GENERAL SUPPORT 25,000

LEADERSHIP TRANSFORMATIONS

PO BOX 338
LEXINGTON,MA02420 		N/A   GENERAL SUPPORT 25,000

FEED MY STARVING CHILDREN

401 93RD AVENUE NW
COON RAPIDS,MN55433 		N/A   GENERAL SUPPORT 20,000

M & L FOUNDATION

23001 INDUSTRIAL BLVD
ROGERS,MN55374 		N/A   GENERAL SUPPORT 20,000

HOPE ACADEMY

710 EAST 24TH STREET
MINNEAPOLIS,MN554043840 		N/A   GENERAL SUPPORT 20,000

NAOMI'S HOUSE

PO BOX 515
WHEATON,IL60187 		N/A   GENERAL SUPPORT 20,000

OUTREACH COMMUNITY MINISTRIES

373 S SCHMALE ROAD SUITE 102
CAROL STREAM,IL60187 		N/A   GENERAL SUPPORT 20,000

RESTORATION MINISTRIES

5500 LINCOLN DRIVE SUITE 100
EDINA,MN55436 		N/A   GENERAL SUPPORT 20,000

CARING NETWORK

1200 ROOSEVELT ROAD SUITE 114
GLEN ELLYN,IL60137 		N/A   GENERAL SUPPORT 20,000

ARRIVE MINISTRIES

1515 E 66TH ST
RICHFIELD,MN55423 		N/A   GENERAL SUPPORT 20,000

JUVENILE JUSTICE ADVOCATES INTERNATIONAL

907 LOVELL AVE W
ROSEVILLE,MN55113 		N/A   GENERAL SUPPORT 20,000

CONNECTED FAMILIES

10800 OLD CTY ROAD 15 SUITE 100
PLYMOUTH,MN55441 		N/A   GENERAL SUPPORT 15,000

GOOD IN THE HOOD

7733 WEST RIVER ROAD
MINNEAPOLIS,MN55444 		N/A   GENERAL SUPPORT 15,000

WAY TO GROW

201 IRVING AVE N SUITE 100
MINNEAPOLIS,MN55405 		N/A   GENERAL SUPPORT 15,000

EMERGE MOTHER'S ACADEMY

PO BOX 46226
MINNEAPOLIS,MN55446 		N/A   GENERAL SUPPORT 10,000

TOGETHER FOR GOOD

1407 CLEVELAND AVE N
ST PAUL,MN55108 		N/A   GENERAL SUPPORT 10,000

SOURCE MN

PO BOX 8212
MINNEAPOLIS,MN55408 		N/A   GENERAL SUPPORT 10,000

ANSELM HOUSE

720 WASHINGTON AVE SE
MINNEAPOLIS,MN55414 		N/A   GENERAL SUPPORT 10,000

REDEEM INTERNATIONAL

PO BOX 2991
MERRIFIELD,VA22116 		N/A   GENERAL SUPPORT 10,000

SOUTHWEST CHRISTIAN HIGH SCHOOL

1918 BAVARIA ROAD
CHASKA,MN55318 		N/A   GENERAL SUPPORT 10,000

DOOR OF HOPE

PO BOX 490565
BLAINE,MN55449 		N/A   GENERAL SUPPORT 10,000
Total ................................. 3a 415,000
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 ........... 		         
4 Dividends and interest from securities ....     14 159,349  
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 ............ 		    18 481,018  
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) .. 0 640,367 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
640,367
(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
MARCH FAMILY FOUNDATION
 
Employer identification number

26-3296616
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
MARCH FAMILY FOUNDATION
  		Employer identification number
26-3296616
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
JOHN D AND SALLIE MARCH
6320 WESTWOOD CT
 
EDINA, MN55436

$ 354,391


(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
MARCH FAMILY FOUNDATION
  		Employer identification number

26-3296616
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
1
 149 SHARES OF MICROSOFT COPR STOCK $ 64,749 2025-01-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 300 SHARES OF MISCROSOFT CORP STOCK $ 150,750 2025-07-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 83 SHARES OF ELEVANCE HEALTH INC STOCK $ 34,133 2025-01-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 297 SHARES OF APPLE INC STOCK $ 68,268 2025-01-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 154 SHARES OF CME GROUP INC COM STOCK $ 36,491 2025-01-27
(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
MARCH FAMILY FOUNDATION
  		Employer identification number

26-3296616
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:
MARCH FAMILY FOUNDATION
EIN:
26-3296616
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 4,782 2,391   2,391

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 ExpenditureResponsibilityStmt
Name:
MARCH FAMILY FOUNDATION
EIN:
26-3296616
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
M & L FOUNDATION
  		23001 INDUSTRIAL BLVD
ROGERS,MN55374 		2025-07-28 20,000 THE ORGANIZATION MADE A GRANT TO M&L FOUNDATION WHICH IS ANOTHER GRANT MAKING FOUNDATION. M&L SUPPORTED THE PURCHASE OF THOUSANDS OF BIBLES AND OTHER REHABILITATION EFFORTS FOR A PRISON MINISTRY THAT M&L FOUNDATION OVERSAW WITH THEIR OWN GRANTING PROGRAM. USE OF FUNDS WAS CONFIRMED PRIOR TO ISSUANCE AND REPORTING WAS RECEIVED VIA EMAIL AFTER FUNDS WERE EXPENDED. 20,000 N/A 12/31/25 2025-12-31  

TY 2025 InvestmentsCorpStockSchedule
Name:
MARCH FAMILY FOUNDATION
EIN:
26-3296616
Name of Stock End of Year Book Value End of Year Fair Market Value
GLOBANT S A COM 34,049 11,570
ALKAMI TECHNOLOGY INC COM 14,307 11,443
ALPHABET INC CAP STK CL C 13,982 39,853
ALPHABET INC CL A 15,722 39,751
AMAZON.COM INC 37,487 67,630
ANALOG DEVICES INC 28,418 44,477
CINTAS CORP COM 26,378 25,389
COSTAR GROUP INC 41,554 33,351
DANAHER CORP 26,605 27,699
ENSIGN GROUP INC COM 14,061 23,517
FAIR ISAAC CORPORATION COM 27,566 28,741
FASTENAL CO 30,275 43,340
FIVE BELOW INC 18,795 24,298
FLOOR & DECOR HLDGS INC CL A 15,406 10,230
FRESHPET INC COM 13,637 12,125
GRAND CANYON ED INC 17,282 25,445
GUIDEWIRE SOFTWARE INC 10,728 16,885
HEICO CORP NEW 36,459 73,131
IDEXX LABS INC 23,375 33,150
KINSALE CAP GROUP INC COM 20,973 19,947
MEDPACE HLDGS INC COM 13,966 32,014
MICROSOFT CORP 56,681 110,265
MOTOROLA SOLUTIONS INC COM NEW 11,349 13,800
NETFLIX INC 15,395 26,253
NVIDIA CORP 7,847 136,145
PAYCOM SOFTWARE INC 38,883 18,964
PAYLOCITY HLDG CORP COM 9,671 7,930
PRIVIA HEALTH GROUP INC COM 21,179 21,718
RB GLOBAL INC COM ISIN#CA74935Q1072 23,732 33,330
ROLLINS INC COM 17,319 27,369
S&P GLOBAL INC COM 29,005 39,194
SALESFORCE.COM INC 20,449 22,782
SAP SE SPONSORED ADR ISIN 21,961 20,162
SERVICENOW INC COM 26,160 34,468
STARBUCKS CORP COM 19,333 16,926
SYNOPSYS INC COM 13,709 11,273
TESLA INC COM 15,389 36,427
THE TRADE DESK INC COM CL A 14,787 6,453
TYLER TECHNOLOGIES INC 35,500 34,046
UNITEDHEALTH GROUP INC 22,391 19,476
VEEVA SYS INC CL A 36,216 35,717
VERISK ANALYTICS INC 27,517 27,290
VISA INC COM CL A 17,182 27,355
WEST PHARMACEUTICAL SVCS INC 27,155 24,763
WORKIVA INC COM CL A 16,128 16,045
ACCENTURE PLC IRELAND CLASS SHS 29,611 35,416
STERIS PLC REGISTERED SHS 23,084 37,521
ABBOTT LABS 29,750 33,828
ABBVIE INC COM 27,585 42,956
AMERICAN WTR WKS CO INC NEW COM 36,896 33,930
AMPHENOL CORP NEW CL A 44,782 83,652
APPLE INC COM 49,576 135,930
ATMOS ENERGY CORP COM 34,633 63,029
AUTOMATIC DATA PROCESSING INC COM 22,922 40,128
BROADRIDGE FINL SOLUTIONS INC 24,129 41,063
CME GROUP INC COM 41,054 42,054
CASEYS GEN STORES INC 20,612 69,089
CINTAS CORP COM 29,473 38,366
CORTEVA INC COM 45,650 47,792
COSTCO WHOLESALE CORP NEW 16,162 42,255
EOG RES INC COM 27,104 26,568
EXXON MOBIL CORP 24,655 54,634
FASTENAL CO COM 22,659 38,565
GALLAGHER ARTHUR J & CO 31,658 49,946
HENRY JACK & ASSOC INC 30,237 30,109
HOME DEPOT INC 4,829 20,990
ILLINOIS TOOL WORKS INC 28,755 38,915
INTUIT COM 20,187 42,395
MASTERCARD INC CL A 25,628 46,241
MCCORMICK & CO INC COM NON VTG 44,238 34,600
MCDONALDS CORP COM 27,955 43,705
MERCK & CO INC NEW COM 24,836 33,578
MICROSOFT CORP COM 65,785 92,855
MONDELEZ INTL INC CL A 34,125 27,238
MOTOROLA SOLUTIONS INC COM NEW 38,593 42,549
NASDAQ INC COM 21,940 48,468
PROCTER & GAMBLE CO COM 44,346 37,691
QUALCOMM INC COM 21,265 38,144
REPUBLIC SVCS INC COM 19,619 47,684
S&P GLOBAL INC COM 33,010 51,736
SHERWIN WILLIAMS CO COM 25,187 39,532
SNAP ON INC COM 19,099 46,866
STRYKER CORP COMMON 27,497 50,260
T-MOBILE US INC COM 36,642 45,075
TEXAS INSTRS INC COM 35,266 33,484
THOMSON REUTERS CORP REGISTERED SHS 56,135 44,668
TRACTOR SUPPLY CO COM 22,624 39,058
VERIZON COMMUNICATIONS INC COM 47,832 41,341
VERISK ANALYTICS INC COM 33,968 34,448
WEC ENERGY GROUP INC COM 39,070 46,824
WALMART INC COM 25,352 41,333
WATSCO INC COM 28,758 39,086
ZOETIS INC COM 39,665 26,171
EQUINIX INC COM 33,654 31,412

TY 2025 InvestmentsOtherSchedule2
Name:
MARCH FAMILY FOUNDATION
EIN:
26-3296616
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIRST TR VALUE LINE DIVID INDEX FD SHS AT COST 460,081 658,437
FIRST TR EXCHANGE-TRADED FD IV FIRST TR TACTICAL HIGH YIELD ETF AT COST 38,269 38,260
FIRST TR EXCHANGE-TRADED FD IV LONG DURATION OPPORTUNITIES ETF AT COST 95,732 95,419
FIRST TR EXCHANGE-TRADED FD IV INTERMEDIATE DURATION INVT GRADE CORPORATE ET AT COST 57,438 57,452
FIRST TR EXCHANGE-TRADED FD IV LTD DURATION INVT GRADE CORPORATE ETF AT COST 93,013 96,142
FIRST TR EXCHANGE-TRADED FD III EMERGING MARKETS LOCAL CURRENCY BD ETF AT COST 19,185 19,459
FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF AT COST 110,862 115,477
FIRST TR EXCHANGE-TRADED FD VIII SMITH OPPORTUNISTIC FXD FIXED INCOME ETF AT COST 265,128 267,427
INVESCO QQQ TR UNIT SER 1 AT COST 293,228 673,898
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP MOMENTUM ETF AT COST 145,575 264,043
INVESCO EXCHANGE-TRADED FD TR DWA CONSUMER STAPLES MOMENTUM ETF AT COST 179,255 206,782
ISHARES TR 20+ YR TREAS BD ETF AT COST 41,119 36,956
ISHARES TR MSCI EAFE SMALL CAP ETF AT COST 193,418 217,472
ISHARES TR MBS ETF AT COST 37,366 38,374
ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF AT COST 163,155 215,795
SPDR INDEX SHS FDS S&P EMERGING MKTS ETF AT COST 178,205 210,504
SPDR SER TR S&P 600 SMALL CAP VALUE ETF AT COST 284,518 354,965
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF AT COST 741,175 877,766
VANGUARD WORLD FDS VANGUARD FINLS ETF AT COST 126,006 225,598
VANGUARD INDEX FDS VANGUARD MID-CAP ETF AT COST 275,408 430,398

TY 2025 OtherDecreasesSchedule
Name:
MARCH FAMILY FOUNDATION
EIN:
26-3296616
Description Amount
COST BASIS ADJUSTMENT- DONATED STOCK 292,518


TY 2025 OtherExpensesSchedule
Name:
MARCH FAMILY FOUNDATION
EIN:
26-3296616
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 755 0   755


TY 2025 OtherProfessionalFeesSchedule
Name:
MARCH FAMILY FOUNDATION
EIN:
26-3296616
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 72,008 72,008   0


TY 2025 TaxesSchedule
Name:
MARCH FAMILY FOUNDATION
EIN:
26-3296616
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 125 125   0