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
The Stauffer Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
 
Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

74-2483868
B Telephone number (see instructions)

8008391754
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)$5,158,612
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) 0
2 Check .................
3 Interest on savings and temporary cash investments 696 696  
4 Dividends and interest from securities... 136,407 135,495  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 159,706
b Gross sales price for all assets on line 6a 1,699,972
7 Capital gain net income (from Part IV, line 2)... 159,706
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........ 296,809 295,897  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 28,889 28,889    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,718      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 21,507     21,507
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,114 28,889   21,507
25 Contributions, gifts, grants paid....... 190,800 190,800
26 Total expenses and disbursements. Add lines 24 and 25 ................ 244,914 28,889   212,307
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 51,895
b Net investment income (if negative, enter -0-) 267,008
c Adjusted net income (if negative, enter -0-)... 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......... 200,116 102,355 102,355
3 Accounts receivable  
Less: allowance for doubtful accounts   1,075    
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) 656,050 Click to see attachment
List of Attached Documents:
// Content
322,857
302,678
b Investments—corporate stock (attach schedule)....... 1,929,308 Click to see attachment
List of Attached Documents:
// Content
2,059,522
3,420,693
c Investments—corporate bonds (attach schedule)....... 894,007 Click to see attachment
List of Attached Documents:
// Content
1,247,717
1,332,886
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 )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,680,556 3,732,451 5,158,612
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,680,556 3,732,451
29 Total net assets or fund balances (see instructions)..... 3,680,556 3,732,451
30 Total liabilities and net assets/fund balances (see instructions). 3,680,556 3,732,451
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
3,680,556
2
Enter amount from Part I, line 27a .....................
2
51,895
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,732,451
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,732,451
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      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,699,972   1,540,266 159,706
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       159,706
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 159,706
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 3,711
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  
3 Add lines 1 and 2........................... 3 3,711
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,711
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,400
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 1,311
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
CO
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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Lynne Cranor Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Lori Graber Dir, Sec
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeffrey Stauffer Pres, Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Todd Stauffer Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................  
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
4,862,937
b
Average of monthly cash balances.......................
1b
124,314
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,987,251
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,987,251
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
74,809
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,912,442
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
245,622
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
245,622
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,711
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,711
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
241,911
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
241,911
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
241,911
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
212,307
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
212,307
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 7 241,911
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 25,178
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 212,307
a Applied to 2024, but not more than line 2a 25,178
b Applied to undistributed income of prior years
(Election required—see instructions) .....
 
c Treated as distributions out of corpus (Election
required—see instructions) ........
 
d Applied to 2025 distributable amount..... 187,129
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
54,782
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) .......
 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
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).)
Lori Graber
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

AFRICA NETWORK EVANGELISM TASK INC

1525 US HWY 380 SUITE 500 362
FRISCO,TX75033
N/A   General & Unrestricted 3,700

ALLIANCE DEFENDING FREEDOM

15100 N 90TH ST
SCOTTSDALE,AZ85260
N/A   General & Unrestricted 4,000

AVENUES EARLY CHILDHOOD SERVICES INCORPORATED

PO BOX 4625
GALLUP,NM87305
N/A   General & Unrestricted 10,000

BIBLE LEAGUE

1 BIBLE LEAGUE PLZ
CRETE,IL60417
N/A   General & Unrestricted 3,600

BIBLICA INC

300 GENERAL PALMER DR UNIT 4
PALMER LAKE,CO80133
N/A   General & Unrestricted 2,800

BIG HORN MINISTRIES

9088 COUNTY RD 76
OHIO CITY,CO81237
N/A   General & Unrestricted 2,000

CAMPUS CRUSADE FOR CHRIST

PO BOX 628222
ORLANDO,FL32862
N/A   General & Unrestricted 27,000

CAMPUS CRUSADE FOR CHRIST INC

PO BOX 628222
ORLANDO,FL32862
N/A   General & Unrestricted 18,500

CHOSEN PEOPLE MINISTRIES INC

241 E 51ST ST
NEW YORK,NY10022
N/A   General & Unrestricted 500

COLORADO BAPTIST GENERAL CONVENTION

10390 BRADFORD RD
LITTLETON,CO80127
N/A   General & Unrestricted 4,000

COMPASSION INTERNATIONAL INCORPORATED

12290 VOYAGER PKWY
COLORADO SPRINGS,CO80921
N/A   General & Unrestricted 3,000

CURE INTERNATIONAL INC

70 IONIA AVE SW STW 200
GRAND RAPIDS,MI49503
N/A   General & Unrestricted 4,600

DECISION POINT MINISTRIES

16175 WHITTIER BLVD
WHITTIER,CA90603
N/A   General & Unrestricted 5,000

EUFAULA HOUSING DEVELOPMENT INC

PO BOX 36
EUFAULA,AL36072
N/A   YouthBuild fund 3,700

EXCHANGED LIFE MINISTRIES INC

7350 E PROGRESS PL STE 206
GREENWOOD VLG,CO80111
N/A   General & Unrestricted 2,000

FOCUS ON THE FAMILY

8605 EXPLORER DR
COLORADO SPRINGS,CO80920
N/A   General & Unrestricted 7,800

HAVEN MINISTRIES

PO BOX 460366
AURORA,CO80046
N/A   General & Unrestricted 5,000

HINES UGANDAN MINISTRIES

PO BOX 620727
LITTLETON,CO80162
N/A   General & Unrestricted 7,000

INSIGHT FOR LIVING

PO BOX 1050
FRISCO,TX75034
N/A   General & Unrestricted 1,000

INTERNATIONAL AMBASSADORS FOR CHRIST

2400 HAWKS DR UNIT 213
BATAVIA,IL60510
N/A   General & Unrestricted 2,400

JEWS FOR JESUS

60 HAIGHT ST
SAN FRANCISCO,CA94102
N/A   General & Unrestricted 1,000

JUDICIAL WATCH INC

425 3RD ST SW STE 800
WASHINGTON,DC20024
N/A   General & Unrestricted 9,000

LIFEQUEST CHURCH INC

416 MELODY LN
SHELBY,NC28152
N/A   General & Unrestricted 2,500

LUKE'S WINGS INC

1054 31ST ST NW STE 540
WASHINGTON,DC20007
N/A   General & Unrestricted 2,000

NEW HARVEST WORSHIP CENTER

PO BOX 61
GEORGETOWN,GA39854
N/A   General & Unrestricted 2,500

RED ROCKS CHURCH

9136 W BOWLES AVE
LITTLETON,CO80123
N/A   General & Unrestricted 7,500

RIVENDELL INSTITUTE INC

291 EDWARDS ST
NEW HAVEN,CT06511
N/A   General & Unrestricted 3,600

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607
N/A   General & Unrestricted 14,000

SIM USA INCORPORATED

14830 CHOATE CIR
CHARLOTTE,NC28273
N/A   General & Unrestricted 5,100

STEAMBOAT CHRISTIAN CENTER

821 DOUGHERTY RD
STEAMBOAT SPR,CO80487
N/A   General & Unrestricted 5,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306
N/A   General & Unrestricted 7,500

STORYLINE FELLOWSHIP INC

14605 W 64TH AVE
ARVADA,CO80004
N/A   General & Unrestricted 2,000

STUDENT IMPACT INTERNATIONAL INC

710 WILLOW GLN
ESCONDIDO,CA92025
N/A   General & Unrestricted 4,000

WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR

4899 BELFORT RD STE 300
JACKSONVILLE,FL32256
N/A   General & Unrestricted 7,500
Total ................................. 3a 190,800
bApproved for future payment
Total ................................. 3b  
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 ...........
    14 696  
4 Dividends and interest from securities ....     14 136,407  
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 ............
    18 159,706  
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) ..   296,809  
13Total. Add line 12, columns (b), (d), and (e)..................
13
296,809
(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

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TY 2025 DepreciationSchedule
Name:
The Stauffer Family Foundation
EIN:
74-2483868
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
The Stauffer Family Foundation
EIN:
74-2483868
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLY FINANCIAL INC - 6.500% - 10,000 10,138
ALLY FINL INC SER A MTN - 7.25 44,999 45,611
ALTRIA GROUP - 3.400% - 02/04/ 10,417 11,577
ALTRIA GROUP - 4.450% - 05/06/ 11,146 12,058
APA CORPORATION - 7.375% - 08/ 15,710 15,898
ARES CAPITAL CORP - 3.200% - 1 7,633 8,883
ATHENE HOLDING - 6.650% - 02/0 15,409 16,219
BNK MONTREAL MED - 0% - 3/6/28 1,000 1,158
BNK MONTREAL MED - 0% -3/29/29 19,025 18,685
BNK MONTREAL MED - 0% - 6/3/27 1,000 1,058
BNK MONTREAL MED - 0% - 6/5/28 3,000 3,421
BNK MONTREAL MED -0%- 8/26/26 35,024 36,355
BNK MONTREAL MED - 0% - 9/3/30 2,000 2,021
BANK OF MONTREAL - 0% - 4/5/27 2,000 2,211
BANK OF MONTREAL - 0% - 5/5/28 2,000 2,276
BANK OF MONTREAL - 0% -5/21/29 11,025 11,252
BANK OF MONTREAL - 0% - 8/3/26 2,000 2,102
BARCLAYS BANK PLC - 0% -3/2/28 2,000 1,922
BARCLAYS BANK PLC - 0%-6/30/28 3,000 2,908
BAT CAPITAL CORP - 4.540% - 08 11,232 12,489
BAT CAPITAL CORP - 7.080% - 08 22,742 22,746
BBVA GLOBAL SECS B V - 0%-1/31 3,000 2,897
BBVA GLOBAL SECS B V - 0%-2/1 3,000 2,920
BBVA GLOBAL SECS B V - 0%-3/1 4,000 3,898
BBVA GLOBAL SECS B V - 0%-4/8 15,025 15,768
BBVA GLOBAL SECS B V-0%-10/28 3,000 2,874
BLUE OWL CR - 6.650% - 03/15/2 20,509 20,628
BLUE OWL CR INCOME CORP - 7.75 21,286 21,159
BNP PARIBAS - 0.000% - 02/04/2 2,000 2,396
BNP PARIBAS - 0.000% - 05/01/2 15,025 17,571
BNP PARIBAS - 0.000% - 05/08/2 3,000 2,929
BNP PARIBAS - 0.000% - 07/11/2 2,000 2,182
BNP PARIBAS - 0.000% - 08/07/2 3,000 2,873
BNP PARIBAS - 0.000% - 08/20/2 12,025 12,091
BNP PARIBAS - 0.000% - 09/17/2 4,000 3,973
BNP PARIBAS - 0.000% - 10/22/2 12,025 11,975
BNP PARIBAS SA - 0.000% - 01/0 3,000 3,015
BNP PARIBAS SA - 0.000% - 02/1 2,000 2,148
BNP PARIBAS SA - 0.000% - 06/3 2,000 2,191
BNP PARIBAS SA - 0.000% - 11/1 15,025 15,111
BNP PARIBAS SA - 0.000% - 11/3 25,025 33,253
BNP PARIBAS SA 29F - 0.000% - 2,000 2,151
BNP PARIBAS SA 31F - 0.000% - 10,000 11,030
BNP PARISBAS SA - 0.000% - 05/ 2,000 2,299
BOFA FIN LLC - 0.000% - 06/28/ 15,025 15,927
BRIGHTHOUSE FIN INC - 4.700% - 10,728 11,062
BRIGHTHOUSE FINL - 3.850% - 12 10,411 9,055
CANADIAN NATL RY CO - 4.500% - 25,073 26,091
CITIGROUP GLOBAL MA - 0% - 3/4 1,000 1,093
CITIGROUP GLOBAL MA - 0% - 8/5 2,000 2,193
CITIGROUP GLBAL MKTS HLDS 1/4 3,000 2,977
CITIGROUP GLBAL MKTS HLDS 1/14 3,000 2,990
CITIGROUP GLBAL MKTS HLDS 4/20 15,025 15,314
CITIGROUP GLBAL MKTS HLDS 7/6 3,000 3,006
CITIZENS FINL - 2.638% - 09/30 21,977 25,947
CONSTELLATION ENERGY GENERATI 14,288 15,092
CONTINENTAL RESOURCES INC - 4. 17,020 15,964
CREDIT AGRICOLE CORP & INV 10/ 12,025 11,880
CREDIT AGRICOLE CORP & INV 11/ 3,000 3,000
CREDIT AGRICOLE CORP & INV 12/ 3,000 2,993
DELL INTL LLC/EMC CORP - 8.100 22,748 24,286
EASTERN GAS - 3.900% - 11/15/2 7,208 7,305
EDISON INTERNTNL - 3.900% - 06 11,730 11,790
EQUITABLE HOLDINGS INC - 5.000 8,324 9,001
FS KKR CAPITAL CORP NOTE CALL 12,788 14,588
FS/KKR ADVISOR - 3.125% - 10/1 16,425 18,415
GS FIN CORP - 0.000% - 01/10/2 15,025 16,205
GS FIN CORP - 0.000% - 01/22/2 20,025 24,608
GS FIN CORP - 0.000% - 04/08/2 20,025 21,926
GS FIN CORP - 0.000% - 08/02/2 15,025 16,170
HSBC USA INC - 0.000% - 04/03/ 2,000 2,344
HSBC USA INC - 0.000% - 08/07/ 10,025 10,661
JPMC - 5.500% - 07/29/2044 15,000 14,884
JPMC FINANCIAL CO LLC 3,000 2,886
JPMC FINANCIAL CO LLC 0% 4/7 10,025 12,674
JPMC FINANCIAL CO LLC 0% 9/26 8,025 8,210
JPMORGAN CHASE FINL - 0% - 6/8 9,025 10,099
JPMORGAN CHASE FINL - 0% -12/8 9,025 10,089
KINDER MORGAIN INC - 5.000% - 33,420 36,466
KINDER MORGAN ENER PA - 5.000% 16,821 18,387
MAIN STR CAP - 6.950% - 03/01/ 25,420 26,115
MORGAN STANLEY - 5.940% - 02/0 15,311 15,790
MORGAN STANLEY FI VAR - 0.000% 3,000 2,881
MORGAN STANLEY FIN - 0% -1/29 2,000 2,272
MORGAN STANLEY FIN - 0% -2/3 2,000 2,233
MORGAN STANLEY FIN - 0% -5/4 2,000 2,235
MORGAN STANLEY FIN - 0% -8/5 2,000 2,099
MORGAN STANLEY FIN LLC -0% 1/4 3,000 2,927
MORGAN STANLEY FIN LLC-0% 4/11 3,000 3,419
MORGAN STANLEY FIN LLC-0% 4/12 28,025 33,909
MORGAN STANLEY FIN LLC-0% 4/30 3,000 3,635
MORGAN STANLEY FIN LLC-0% 5/31 3,000 3,564
MORGAN STANLEY FIN LLC-0% 6/27 3,000 3,469
MORGAN STANLEY FIN LLC-0% 8/2 20,025 23,034
MORGAN STANLEY FIN LLC-0% 9/23 35,024 41,210
MORGAN STANLEY FIN LLC-0% 10/3 3,000 2,873
MRGAN STANLEY FIN LLC-0% 10/28 15,025 18,127
MRGAN STANLEY FIN LLC-0% 11/10 2,000 1,988
MORGAN STANLEY FIN LLC28 - 0.0 2,000 2,257
MORGAN STANLEY FIN LLC30 - 0.0 30,000 33,980
NATIONAL BANK OF CANADA - 0.00 3,000 3,088
NEW MOUNTAIN FIN CORP - 6.880% 20,382 20,332
NOMURA AMERICA FIN LLC - 0.000 3,000 2,996
OAKTREE SPECIALTY - 7.100% - 0 20,748 20,625
REYNOLDS AMERICAN INC - 5.850% 4,553 4,929
ROYAL BANK CDA - 14.850% - 08/ 3,000 2,933
SOC GENERAL - 0.000% - 01/31/2 15,025 16,814
SOC GENERAL - 5.000% - 10/11/2 20,000 18,592
SOCIETE GENERALE SA - 0.000% - 15,025 15,152
SOUTHERN NATURAL GAS - 8.000% 11,422 11,556
SUNOCO LOGISTICS - 6.850% - 02 9,957 10,735
THE GOLDMAN SACHS - 5.100% - 0 20,000 19,262
TOLEDO HOSPITAL - 5.750% - 11/ 9,721 10,148
TRITON CONTAINER INTL LTD - 3. 11,115 13,633
TUFTS MED CTR - 7.000% - 01/01 5,229 5,469
UBS AG LONDON - 0.000% - 03/11 10,025 9,848
UBS AG LONDON BRANCH -0% 7/26 3,000 2,885
UBS AG LONDON BRANCH -0% 9/28 2,000 1,918
UBS AG LONDON BRANCH-0% 12/16 3,000 2,918
UBS AG LONDON BRANCH - 17.150% 3,000 3,000
ZIONS BANCORP - 3.250% - 10/29 11,117 14,138

TY 2025 InvestmentsCorpStockSchedule
Name:
The Stauffer Family Foundation
EIN:
74-2483868
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 13,311 22,803
ADVANCED MICRO DEVICES INC 15,843 37,692
ALGER AI ENABLERS & ADOPTERS E 24,373 25,096
ALPHABET INC CL A 30,146 206,580
AMAZON COM 17,609 83,095
APPLE INC 10,242 103,307
APPLIED MATERIALS INC 6,340 40,347
ASA LTD 34,863 47,736
BANK OF AMERICA CORP 12,002 29,590
BLUEROCK PVT REAL ESTATE FUND 7,565 7,500
BNY MELLON DYNAMIC VALUE ETF 17,438 18,283
BOSTON SCIENTIFIC 13,880 38,140
BRISTOL WEST HLDGS 23,958 21,030
CLOUDFLARE, INC. 9,607 9,858
COSTCO WHOLESALE CORPORATION 16,659 43,979
D-WAVE QUANTUM INC 12,371 18,305
DANAHER CORP 8,119 17,398
DESTRA MULTI-ALTERNATIVE FD 18,000 17,940
ELEVANCE HEALTH INC 14,475 16,125
FIGMA INC 14,622 9,343
FIRST TRUST INTERMEDIATE DURAT 28,270 27,960
FLAHERTY CRUMRINE TOTAL 23,040 23,625
FRANKLIN VALUE SMALL CAP VALUE 64,154 76,293
FS SPECIALTY LENDING FUND SHAR 13,622 14,140
FSCO 10,080 9,450
FT CBOE VEST U.S. EQUITY MODER 10,332 12,282
FT CBOE VEST US EQUITY BUFFER 13,422 15,468
FUNDSTRAT GRANNY SHT US LG CP 36,845 36,917
GOLDMAN SACHS INTL SMALL CAP I 62,736 97,086
GOLDMAN SCH EQL WGHT US LARGE 41,260 42,560
GUGGENHEIM STRATEGIC OPP FUND 20,040 19,320
HILTON WORLDWIDE HOLDINGS, INC 10,903 27,002
INNOVATOR U.S. EQUITY ACCELERA 18,720 20,940
INVESCO QQQ TRUST 45,562 54,674
ISHARE SP SMALL CAP 600 INDEX 63,170 89,053
ISHARES BARCLAYS SHORT TREASUR 440 441
ISHARES CORE MSCI EAFE ETF 132,601 214,704
ISHARES CORE MSCI EMERGING MAR 154,972 234,664
ISHARES GOLD TR 57,305 129,060
ISHARES ULTRA SHORT TERM BOND 1,772 1,770
JAPAN SMALLER CAPITALIZATION F 20,840 22,160
JP MORGAN CHASE 14,511 66,377
MAINSTAY MACKAY DEFINEDTERM MU 14,744 14,870
MASTERCARD INC 8,945 49,667
META PLATFORMS INC 25,011 92,413
MICROSOFT CORP 26,426 154,275
NEUBERGER BERMAN NEXT GENERATI 22,094 21,660
NEW PROVIDENCE ACQUISITION COR 6,901 10,895
PARNASSUS MID CAP FUND 61,173 79,387
PIMCO DYNAMIC INCOME FUND 36,451 35,420
PIMCO ETF TRUST PIMCO MULTISEC 50,516 50,692
PIMCO HIGH INCOME FUND 29,837 29,160
RIVERNORTH DOUBLELINE STRAT OP 12,460 11,865
S&P GLOBAL INC COM 16,438 28,742
SALESFORCE.COM 16,593 32,584
SNOWFLAKE INC 15,607 16,452
SPDR GOLD SHARES 15,282 17,834
STARBUCKS CORP COM 16,628 18,105
SWISS HELVETIA FUND 24,436 24,880
TEXAS INSTRUMENTS INC 6,868 15,441
THE INNOVATOR S&P 500 POWER BU 58,546 66,285
THORNBURG INTERNATIONAL EQUITY 50,138 53,295
VANGUARD MID-CAP ETF 134,674 232,175
VANGUARD MTRL ETF 12,130 19,925
VANGUARD SF REIT ETF 64,853 71,942
VANGUARD SM-CAP ETF 36,734 43,852
VANGUARD WORLD FUND ETF MEGA C 73,889 98,812
VERALTO CORPORATION 1,058 2,495
VISA INC 24,151 47,346
VISTASHARES ARTIFICIAL INTELLI 16,568 18,885
ZSCALER INC 14,351 11,246

TY 2025 InvestmentsGovtObligationsSch
Name:
The Stauffer Family Foundation
EIN:
74-2483868
US Government Securities - End of Year Book Value:

66,954
US Government Securities - End of Year Fair Market Value:

66,960
State & Local Government Securities - End of Year Book Value:


255,903
State & Local Government Securities - End of Year Fair Market Value:


235,718


TY 2025 OtherExpensesSchedule
Name:
The Stauffer Family Foundation
EIN:
74-2483868
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 21,482     21,482
State or Local Filing Fees 25     25


TY 2025 OtherProfessionalFeesSchedule
Name:
The Stauffer Family Foundation
EIN:
74-2483868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 28,889 28,889    


TY 2025 TaxesSchedule
Name:
The Stauffer Family Foundation
EIN:
74-2483868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 2,400      
990-PF Excise Tax for 2024 1,318