| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 2,074 | 1,244 | 830 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
|
THE PREUSS FOUNDATION INC |
2223 AVENIDA DE LA PLAYA SUITE 220 LA JOLLA,CA92037 |
2025-01-10 | 20,000 | ALL GRANTS ARE TO BE USED FOR THE GENERAL PURPOSE OF THE GRANTEE, WHICH IS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROMOTE BRAIN TUMOR AND MEDICAL RESEARCH. FOUNDATION ACTIVITIES INCLUDE ORGANIZING CONFERENCES, SUPPORTING HIGHER EDUCATION, AND MAINTAINING AN OFFICE FOR FOUNDATION BUSINESS. | 20,000 | NONE | GRANTOR HAS CONSTANT AND COMPLETE ACCESS TO INFO CONCERNING | 2025-12-31 | ON-GOING INVOLVEMENT WITH GRANTEE. DISTRIBUTION OUT OF CORPUS ON GRANTEE'S FORM 990-PF, PART XIV VERIFIED FOR EACH YEAR. |
|
THE PREUSS FOUNDATION INC |
2223 AVENIDA DE LA PLAYA SUITE 220 LA JOLLA,CA92037 |
2025-03-14 | 20,000 | ALL GRANTS ARE TO BE USED FOR THE GENERAL PURPOSE OF THE GRANTEE, WHICH IS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROMOTE BRAIN TUMOR AND MEDICAL RESEARCH. FOUNDATION ACTIVITIES INCLUDE ORGANIZING CONFERENCES, SUPPORTING HIGHER EDUCATION, AND MAINTAINING AN OFFICE FOR FOUNDATION BUSINESS. | 20,000 | NONE | GRANTOR HAS CONSTANT AND COMPLETE ACCESS TO INFO CONCERNING | 2025-12-31 | ON-GOING INVOLVEMENT WITH GRANTEE. DISTRIBUTION OUT OF CORPUS ON GRANTEE'S FORM 990-PF, PART XIV VERIFIED FOR EACH YEAR. |
|
THE PREUSS FOUNDATION INC |
2223 AVENIDA DE LA PLAYA SUITE 220 LA JOLLA,CA92037 |
2025-04-26 | 23,326 | ALL GRANTS ARE TO BE USED FOR THE GENERAL PURPOSE OF THE GRANTEE, WHICH IS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROMOTE BRAIN TUMOR AND MEDICAL RESEARCH. FOUNDATION ACTIVITIES INCLUDE ORGANIZING CONFERENCES, SUPPORTING HIGHER EDUCATION, AND MAINTAINING AN OFFICE FOR FOUNDATION BUSINESS. | 23,326 | NONE | GRANTOR HAS CONSTANT AND COMPLETE ACCESS TO INFO CONCERNING | 2025-12-31 | ON-GOING INVOLVEMENT WITH GRANTEE. DISTRIBUTION OUT OF CORPUS ON GRANTEE'S FORM 990-PF, PART XIV VERIFIED FOR EACH YEAR. |
|
THE PREUSS FOUNDATION INC |
2223 AVENIDA DE LA PLAYA SUITE 220 LA JOLLA,CA92037 |
2025-06-13 | 23,925 | ALL GRANTS ARE TO BE USED FOR THE GENERAL PURPOSE OF THE GRANTEE, WHICH IS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROMOTE BRAIN TUMOR AND MEDICAL RESEARCH. FOUNDATION ACTIVITIES INCLUDE ORGANIZING CONFERENCES, SUPPORTING HIGHER EDUCATION, AND MAINTAINING AN OFFICE FOR FOUNDATION BUSINESS. | 23,925 | NONE | GRANTOR HAS CONSTANT AND COMPLETE ACCESS TO INFO CONCERNING | 2025-12-31 | ON-GOING INVOLVEMENT WITH GRANTEE. DISTRIBUTION OUT OF CORPUS ON GRANTEE'S FORM 990-PF, PART XIV VERIFIED FOR EACH YEAR. |
|
THE PREUSS FOUNDATION INC |
2223 AVENIDA DE LA PLAYA SUITE 220 LA JOLLA,CA92037 |
2025-07-28 | 25,234 | ALL GRANTS ARE TO BE USED FOR THE GENERAL PURPOSE OF THE GRANTEE, WHICH IS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROMOTE BRAIN TUMOR AND MEDICAL RESEARCH. FOUNDATION ACTIVITIES INCLUDE ORGANIZING CONFERENCES, SUPPORTING HIGHER EDUCATION, AND MAINTAINING AN OFFICE FOR FOUNDATION BUSINESS. | 25,234 | NONE | GRANTOR HAS CONSTANT AND COMPLETE ACCESS TO INFO CONCERNING | 2025-12-31 | ON-GOING INVOLVEMENT WITH GRANTEE. DISTRIBUTION OUT OF CORPUS ON GRANTEE'S FORM 990-PF, PART XIV VERIFIED FOR EACH YEAR. |
|
THE PREUSS FOUNDATION INC |
2223 AVENIDA DE LA PLAYA SUITE 220 LA JOLLA,CA92037 |
2025-09-22 | 25,000 | ALL GRANTS ARE TO BE USED FOR THE GENERAL PURPOSE OF THE GRANTEE, WHICH IS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROMOTE BRAIN TUMOR AND MEDICAL RESEARCH. FOUNDATION ACTIVITIES INCLUDE ORGANIZING CONFERENCES, SUPPORTING HIGHER EDUCATION, AND MAINTAINING AN OFFICE FOR FOUNDATION BUSINESS. | 25,000 | NONE | GRANTOR HAS CONSTANT AND COMPLETE ACCESS TO INFO CONCERNING | 2025-12-31 | ON-GOING INVOLVEMENT WITH GRANTEE. DISTRIBUTION OUT OF CORPUS ON GRANTEE'S FORM 990-PF, PART XIV VERIFIED FOR EACH YEAR. |
|
THE PREUSS FOUNDATION INC |
2223 AVENIDA DE LA PLAYA SUITE 220 LA JOLLA,CA92037 |
2025-11-14 | 29,666 | ALL GRANTS ARE TO BE USED FOR THE GENERAL PURPOSE OF THE GRANTEE, WHICH IS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROMOTE BRAIN TUMOR AND MEDICAL RESEARCH. FOUNDATION ACTIVITIES INCLUDE ORGANIZING CONFERENCES, SUPPORTING HIGHER EDUCATION, AND MAINTAINING AN OFFICE FOR FOUNDATION BUSINESS. | 29,666 | NONE | GRANTOR HAS CONSTANT AND COMPLETE ACCESS TO INFO CONCERNING | 2025-12-31 | ON-GOING INVOLVEMENT WITH GRANTEE. DISTRIBUTION OUT OF CORPUS ON GRANTEE'S FORM 990-PF, PART XIV VERIFIED FOR EACH YEAR. |
|
THE PREUSS FOUNDATION INC |
2223 AVENIDA DE LA PLAYA SUITE 220 LA JOLLA,CA92037 |
2025-12-15 | 50,000 | ALL GRANTS ARE TO BE USED FOR THE GENERAL PURPOSE OF THE GRANTEE, WHICH IS TO SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROMOTE BRAIN TUMOR AND MEDICAL RESEARCH. FOUNDATION ACTIVITIES INCLUDE ORGANIZING CONFERENCES, SUPPORTING HIGHER EDUCATION, AND MAINTAINING AN OFFICE FOR FOUNDATION BUSINESS. | 50,000 | NONE | GRANTOR HAS CONSTANT AND COMPLETE ACCESS TO INFO CONCERNING | 2025-12-31 | ON-GOING INVOLVEMENT WITH GRANTEE. DISTRIBUTION OUT OF CORPUS ON GRANTEE'S FORM 990-PF, PART XIV VERIFIED FOR EACH YEAR. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ALPHABET INC. CLASS A (GOOGL) | 337 | 9,390 |
| APPLE INC (AAPL) | 572 | 10,059 |
| APPLIED MATERIALS (AMAT) | 651 | 5,140 |
| ARES CAP CORP EQUITY | 4,440 | 4,552 |
| COSTCO WHOLESALE CO (COST) | 271 | 5,174 |
| EATON VANCE INCOME FUND (EIBIX) | 7,532 | 7,627 |
| ISHARES RUSSELL 1000 | 25,696 | 28,398 |
| JANUS HENDERSON AAA | 7,855 | 7,840 |
| MICROSOFT CORP (MSFT) | 161 | 12,091 |
| TJX COS INC NEW (TJX) | 295 | 4,608 |
| VANGUARD FTSE EMERGING | 7,498 | 8,333 |
| VANGUARD FTSE EUROPE | 14,307 | 15,886 |
| VANGUARD S&P 500 ETF | 15,628 | 15,678 |
| WISDOMTREE US LARGECAP (DLN) | 19,955 | 22,460 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL FEES | 586 | 0 | 586 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 1,318 | 1,318 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FILING FEES | 100 | 0 | 100 | |
| FOREIGN TAX | 53 | 53 | 0 | |
| ESTIMATED TAX PAYMENTS | 1,152 | 0 | 0 |