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
CT CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) CO TTF LLC 107 GREENWICH ST 26TH F
 
Room/suite
City or town
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
10006
A Employer identification number

85-4180796
B Telephone number (see instructions)

9735972446
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)$21,527,935
J 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) 8,500,000
2 Check .................
3 Interest on savings and temporary cash investments 45,321 45,321  
4 Dividends and interest from securities... 496,395 496,395  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 468,384
b Gross sales price for all assets on line 6a 3,057,230
7 Capital gain net income (from Part IV, line 2)... 468,384
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)....... 14,679 123  
12 Total. Add lines 1 through 11........ 9,524,779 1,010,223  
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)....... 8,000 4,000   4,000
c Other professional fees (attach schedule).... 71,809 71,809   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,867 8,311   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 51,506 0   51,506
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 154,182 84,120   55,506
25 Contributions, gifts, grants paid....... 1,928,159 1,928,159
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,082,341 84,120   1,983,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,442,438
b Net investment income (if negative, enter -0-) 926,103
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............. 1,080,333 1,617,600 1,617,600
2 Savings and temporary cash investments......... 58,338 98,284 98,284
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,597,479 Click to see attachment
List of Attached Documents:
// Content
16,452,916
19,802,953
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
0
Click to see attachment
List of Attached Documents:
// Content
9,098
Click to see attachment
List of Attached Documents:
// Content
9,098
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,736,150 18,177,898 21,527,935
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........ 10,736,150 18,177,898
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 10,736,150 18,177,898
30 Total liabilities and net assets/fund balances (see instructions). 10,736,150 18,177,898
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
10,736,150
2
Enter amount from Part I, line 27a .....................
2
7,442,438
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,178,588
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
690
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
18,177,898
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 13284 SHARES OF ISHARES US TREASURY BOND ETF P 2022-07-14 2025-03-14
b 2496 SHARES OF STATE STREET SPDR PRTF LONG TRM TRSRY ETF P 2023-07-21 2025-03-14
c 35 SHARES OF VANGUARD TOTAL INTERNATL BOND ETF P 2022-10-12 2025-03-14
d 749 SHARES OF VANGUARD RUSSELL 2000 P 2021-07-12 2025-03-14
e 5200 SHARES OF VANGUARD MORTGAGE-BACKED SEC P 2022-04-27 2025-03-14
2613 SHARES OF VANGUARD RUSSELL 2000 P 2022-04-26 2025-05-06
6778 SHARES OF ISHARES CORE S&P US VALUE ETF P 2021-03-18 2025-05-06
4821 SHARES OF ISHARES CORE S&P U.S. GROWTH ETF P 2021-03-23 2025-05-06
7371 SHARES OF VANGUARD FTSE DEVELOPED MARKETS ETF P 2023-01-03 2025-05-06
2720 SHARES OF VANGUARD FTSE EMERGING MARKETS ETF P 2022-12-30 2025-05-06
0.5284 SHARES OF BROOKFIELD RENEWABLE CORP P 2025-05-02 2025-05-22
938 SHARES OF VANGUARD RUSSELL 2000 P 2025-05-07 2025-09-29
375 SHARES OF VANGUARD FTSE DEVELOPED MARKETS ETF P 2021-03-22 2025-09-29
801 SHARES OF VANGUARD FTSE EMERGING MARKETS ETF P 2021-03-18 2025-09-29
112 SHARES OF ISHARES CORE S&P US VALUE ETF P 2021-03-22 2025-09-29
1513 SHARES OF ISHARES CORE S&P U.S. GROWTH ETF P 2022-02-08 2025-09-29
(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 303,398   304,585 -1,187
b 67,415   72,484 -5,069
c 1,696   1,649 47
d 61,207   68,526 -7,319
e 239,349   249,679 -10,330
207,467   207,467 0
602,683   467,895 134,788
635,594   430,631 204,963
395,591   352,415 43,176
126,749   126,749 0
15   18 -3
91,568   94,259 -2,691
22,365   18,555 3,810
43,254   39,048 4,206
11,139   7,680 3,459
247,740   147,206 100,534
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -1,187
b       -5,069
c       47
d       -7,319
e       -10,330
      0
      134,788
      204,963
      43,176
      0
      -3
      -2,691
      3,810
      4,206
      3,459
      100,534
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 2 468,384
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 12,873
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 12,873
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 12,873
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 14,556
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,556
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 16,683
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax16,683 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)
NJ, DE
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 ofLARRY ROGERS Telephone no. (973) 820-8781

Located at51 JFK PARKWAY 250BSHORT HILLSNJ ZIP+407078
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
CASEY TEPPER PRESIDENT & DIRECTOR
1.00
0 0 0
C/O TTF LLC 107 GREENWICH ST 26TH
FL
NEW YORK,NY10006
DAVID TEPPER VICE PRESIDENT
1.00
0 0 0
C/O APPALOOSA LP 51 JFK PARKWAY
250B
SHORT HILLS,NJ07078
LARRY ROGERS SECRETARY & TREASURER
1.00
0 0 0
C/O APPALOOSA LP 51 JFK PARKWAY
250B
SHORT HILLS,NJ07078
MARC KRAMER MEMBER
1.00
0 0 0
C/O APPALOOSA LP 51 JFK PARKWAY
250B
SHORT HILLS,NJ07078
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
TTF LLC SHARED SERVICE PROVIDER 50,902
107 GREENWICH ST 26TH FLOOR
NEW YORK,NY10006
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
2,087,314
b
Average of monthly cash balances.......................
1b
16,194,622
c
Fair market value of all other assets (see instructions)................
1c
379
d
Total (add lines 1a, 1b, and 1c).......................
1d
18,282,315
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
18,282,315
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
274,235
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,008,080
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
900,404
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
900,404
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
12,873
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,873
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
887,531
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
887,531
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
887,531
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
1,983,665
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
1,983,665
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 7 887,531
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......  
b From 2021...... 75,412
c From 2022...... 242,180
d From 2023...... 396,735
e From 2024...... 882,375
f Total of lines 3a through e ........ 1,596,702
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,983,665
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..... 887,531
e Remaining amount distributed out of corpus 1,096,134
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 2,692,836
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) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
2,692,836
10 Analysis of line 9:
a Excess from 2021 .... 75,412
b Excess from 2022 .... 242,180
c Excess from 2023 .... 396,735
d Excess from 2024 .... 882,375
e Excess from 2025 .... 1,096,134
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).)
CASEY TEPPER
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

ALI FORNEY CENTER INC

307 W 38TH ST 2ND FL STE 150
NEW YORK,NY10018
NONE   REVOLVING LOAN FUND 125,000

ASHEVILLE HUMANE SOCIETY INC

14 FOREVER FRIENDS LN
ASHEVILLE,NC28806
NONE   HURRICANE HELENE RELIEF 10,000

AVENUES FOR JUSTICE INC

100 CENTRE ST 1541
NEW YORK,NY100134308
NONE   GENERAL OPERATING 25,000

BANK OF AMERICA CHARITABLE GIFT FD

100 FEDERAL ST MA5-100-10-21
BOSTON,MA02110
NONE   CHARITABLE GIFT FUND 503,159

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741
NONE   SOHO AND OYSTER BAY CENTERS 30,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741
NONE   LA WILDFIRE RELIEF 25,000

BROTHER WOLF ANIMAL RESCUE INC

PO BOX 8195
ASHEVILLE,NC28814
NONE   HURRICANE HELENE RELIEF 10,000

CALLEN-LORDE COMMUNITY HEALTH CENTER INC

356 W 18TH STH
NEW YORK,NY10011
NONE   GENERAL SUPPORT FOR CALLEN LORDE 100,000

CATSKILL ANIMAL SANCTUARY INC

316 OLD STAGE RD
SAUGERTIES,NY12477
NONE   GENERAL OPERATING 30,000

CHRISTIAN HERALD ASSOCIATION INC (THE BOWERY MISSION)

90 LAFAYETTE ST 6TH FLOOR
NEW YORK,NY10013
NONE   GENERAL OPERATING 25,000

COUNCIL ON ENVIRONMENT DBA GROW NYC

PO BOX 2327
NEW YORK,NY10272
NONE   GREEN SPACE PROGRAM 25,000

EARTH MATTER NY INC

179 RIVINGTON ST 4A
NEW YORK,NY10002
NONE   GENERAL OPERATING 25,000

FARM SANCTUARY INC

3100 AIKENS RD PO BOX 150
WATKINS GLEN,NY14891
NONE   GENERAL OPERATING 30,000

FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY INC

P H BARTELLS 400 ATLANTIC ST 4TH FL
STAMFORD,CT06901
NONE   GENERAL OPERATING 25,000

GODS LOVE WE DELIVER INC

166 AVENUE OF THE AMERICAS
NEW YORK,NY10013
NONE   GENERAL OPERATING 40,000

HARLEM GROWN INC

127 W 127TH ST
NEW YORK,NY10027
NONE   GENERAL OPERATING 35,000

HENRY STREET SETTLEMENT

265 HENTRY ST
NEW YORK,NY10002
NONE   MENTAL HEALTH SERVICES 25,000

HETRICK-MARTIN INSTITUTE INC

2 ASTOR PL NO 801
NEW YORK,NY10003
NONE   REVOLVING LOAN FUND 150,000

HOUR CHILDREN INC

36-11 12TH ST
LONG ISLAND CITY,NY11106
NONE   GENERAL OPERATING 25,000

MOUSE INC

C/O TFA 25 BROADWAY 12TH FL
NEW YORK,NY10004
NONE   GENERAL OPERATING 25,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 W 20TH ST
NEW YORK,NY10011
NONE   RENEWABLE RIKERS AND NYC ENVIRONMENTAL JUSTICE INITIATIVE, NYCHA 25,000

OUTSTANDING RENEWAL ENTERPRISES INC

PO BOX 20488
NEW YORK,NY10009
NONE   GENERAL OPERATING 25,000

PASADENA HUMANE SOCIETY

361 S RAYMOND AVE
PASADENA,CA91105
NONE   LA WILDFIRE RELIEF 25,000

PETS ARE WONDERFUL SUPPORT INC

PO BOX 333
NEW YORK,NY10159
NONE   GENERAL OPERATING 25,000

SAFE HORIZON INC

2 LAFAYETTE ST 3RD FL
NEW YORK,NY10007
NONE   STREETWORK PROJECT 50,000

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC

305 7TH AVE 15TH FL
NEW YORK,NY10001
NONE   GENERAL SUPPORT FOR SAGE NYC 75,000

SNARR ANIMAL RESCUE NORTHEAST INC

PO BOX 307
WHITE PLAINS,NY10602
NONE   GENERAL OPERATING 35,000

SOUTHSIDE UNITED HOUSING DEVELOPMENT FUND CORPORATION

434 S 5TH ST
BROOKLYN,NY11211
NONE   GENERAL OPERATING 25,000

THE LESBIAN GAY BISEXUAL & TRANSGENDER COMMUNITY SERVICES CENTER

208 W 13TH ST
NEW YORK,NY10011
NONE   GENERAL OPERATING 100,000

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS

270 MADISON AVE 11TH FLOOR
NEW YORK,NY10016
NONE   TEENS 360 PROGRAM 50,000

UNITED JEWISH COUNCIL OF THE EAST SIDE INC

465 GRAND STREET 4TH FL
NEW YORK,NY10002
NONE   LILLIAN WALD FOOD PANTRY, GENERAL OPERATING 5,000

URBAN JUSTICE CENTER - MENTAL HEALTH PROJECT

40 RECTOR ST 9TH FL
NEW YORK,NY10006
NONE   SUPPORT FOR THE MENTAL HEALTH PROJECT; PROVIDING RESERVES FOR STAFFING FOR THE NEXT THREE YEARS 50,000

URBAN JUSTICE CENTER - STREET VENDORS PROJECT

40 RECTOR ST 9TH FL
NEW YORK,NY10006
NONE   SUPPORT FOR THE STREET VENDORS PROJECT, GENERAL OPERATING 50,000

WEST SIDE CENTER FOR COMMUNITY LIFE INC

263 W 86TH ST
NEW YORK,NY10024
NONE   GENERAL OPERATING 25,000

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037
NONE   30HILLS SUMATRA ORANGUTAN CONSERVATION PROJECT 75,000
Total ................................. 3a 1,928,159
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 45,321  
4 Dividends and interest from securities ....     14 496,395  
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 ............
    18 468,384  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a2024 OVERPAYMENT APPLIED TO 2025
      14,556  
bBANK OF AMERICA FEE REBATE       123  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,024,779 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,024,779
(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
CT CHARITABLE FOUNDATION
 
Employer identification number

85-4180796
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
CT CHARITABLE FOUNDATION
 
Employer identification number
85-4180796
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
TEPPER FAMILY 2012 IRREVOCABLE TRUST A
 
777 S FLAGLER DR STE 1200
 
WEST PALM BEACH, FL33401

$ 8,500,000


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

$  


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

$  


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

$  


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

$  


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

$  


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

85-4180796
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
CT CHARITABLE FOUNDATION
 
Employer identification number

85-4180796
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:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PWC US TAX LLP 8,000 4,000   4,000

TY 2025 InvestmentsCorpStockSchedule
Name:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES CORE S&P 3,398,266 4,457,414
ISHARES CORE S&P U.S. 2,310,203 3,637,077
VANGUARD FTSE DEVELOPED 1,827,040 2,273,596
ISHARES BROAD USD INVST 2,105,588 2,148,921
ISHARES US TREASURY BOND 2,018,509 2,040,729
VANGUARD MORTGAGE-BACKED 1,713,454 1,775,858
VANGUARD RUSSELL 2000 974,378 1,202,998
VANGUARD FTSE EMERGING 1,022,781 1,184,010
VANGUARD TOTAL INTERNATL 583,818 576,892
STATE STREET SPDR PORTF 383,428 389,016
STATE STREET SPDR PRTF 115,451 116,442

TY 2025 OtherAssetsSchedule
Name:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM RELATED PARTY 0 9,098 9,098


TY 2025 OtherDecreasesSchedule
Name:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Description Amount
DONATION OF DEPRECIATED SECURITIES 690


TY 2025 OtherExpensesSchedule
Name:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SHARED EMPLOYEE COSTS 50,902 0   50,902
FOUNDATION REGISTRATION FEES 369 0   369
ML - 2287 BANK FEES 180 0   180
DE CORP FILING FEES 55 0   55


TY 2025 OtherIncomeSchedule2
Name:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
2024 OVERPAYMENT APPLIED TO 2025 14,556   14,556
BANK OF AMERICA FEE REBATE 123 123 123


TY 2025 OtherProfessionalFeesSchedule
Name:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT MANAGEMENT FEES 71,809 71,809   0


TY 2025 SubstantialContributorsSch
Name:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Name Address
TEPPER FAMILY 2012 IRREVOCABLE TRUST A
 
777 S FLAGLER DR STE 1200
WEST PALM BEACH,FL33401


TY 2025 TaxesSchedule
Name:
CT CHARITABLE FOUNDATION
EIN:
85-4180796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 FEDERAL OVERPAYMENT APPLIED TO 2025 14,556 0   0
FOREIGN TAXES PAID 8,311 8,311   0