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 Big D Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address) 1700 Sonoma Avenue
  Room/suite
City or town
Albany
State or province
CA
Country  
ZIP or foreign postal code
94706
A Employer identification number

26-0726380
B Telephone number (see instructions)

5105284213
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)$4,096,790J 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)  
2 Check .................
3 Interest on savings and temporary cash investments 30,811 30,811  
4 Dividends and interest from securities... 84,242 84,242  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,133
b Gross sales price for all assets on line 6a 2,179,472
7 Capital gain net income (from Part IV, line 2)... 41,133
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........ 156,186 156,186  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,150 315   2,835
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,165 27,165   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,018 2,018   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75 0   75
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,408 29,498   2,910
25 Contributions, gifts, grants paid....... 185,000 185,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 217,408 29,498   187,910
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -61,222
b Net investment income (if negative, enter -0-) 126,688
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 83,033 76,158 76,158
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) 363,633 Click to see attachment
List of Attached Documents:
// Content
529,020 		529,020
b Investments—corporate stock (attach schedule)....... 2,845,697 Click to see attachment
List of Attached Documents:
// Content
2,890,587 		2,890,587
c Investments—corporate bonds (attach schedule)....... 537,918 Click to see attachment
List of Attached Documents:
// Content
601,025 		601,025
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) 3,830,281 4,096,790 4,096,790
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,830,281 4,096,790
29 Total net assets or fund balances (see instructions)..... 3,830,281 4,096,790
30 Total liabilities and net assets/fund balances (see instructions). 3,830,281 4,096,790
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
3,830,281
2
Enter amount from Part I, line 27a .....................
2
-61,222
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
327,731
4
Add lines 1, 2, and 3 ..........................
4
4,096,790
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,096,790
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P 2024-12-31 2025-12-31
b Publicly Traded Securities P 2025-01-01 2025-12-31
c Capital Gains Dividends P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,054,474   1,009,875 44,599
b 1,122,198   1,128,464 -6,266
c 2,800     2,800
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       44,599
b       -6,266
c       2,800
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 41,133
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 1,761
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 1,761
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 1,761
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,139
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,139
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 3,378
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,378 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)
CT, CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofKent C Kendall Telephone no. (510) 528-4213

Located at1700 Sonoma AvenueAlbanyCA ZIP+494706
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)
 
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
 
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
Kent C Kendall Trustee
1.00 		0 0 0
1700 Sonoma Avenue
Albany,CA94706
Lilah Kendall Trustee
1.00 		0 0 0
1700 Sonoma Avenue
Albany,CA94706
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
NONE
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
3,865,703
b
Average of monthly cash balances.......................
1b
97,810
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,963,513
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
3,963,513
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,453
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,904,060
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
195,203
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
195,203
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,761
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,761
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
193,442
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
193,442
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
193,442
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
187,910
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
187,910
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 7 193,442
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 181,234
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 187,910
a Applied to 2024, but not more than line 2a 181,234
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..... 6,676
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		186,766
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

The Medical University of South Carolina Foundation

18 Bee Street MSC 450
Charleston,SC29425 		N/A   EDS Research in Regenerative Medicine 185,000
Total ................................. 3a 185,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 30,811  
4 Dividends and interest from securities ....     14 84,242  
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 41,133  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 156,186 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
156,186
(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

TY 2025 AccountingFeesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 3,150 315   2,835

TY 2025 InvestmentsCorpBondsSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Name of Bond End of Year Book Value End of Year Fair Market Value
2359.000 units JPST 119,341 119,341
24000 units AT&T 1.7% 23,875 23,875
17000 units Oracle Corp 1.65% 16,904 16,904
24000 units Goldman Sachs 1.431% 23,878 23,878
24000 units Bank of America 1.658% 23,888 23,888
10000 units BP Capital Markets 3.588% 9,973 9,973
16000 units JP Morgan Chase 1.578% 15,881 15,881
33000 units Citigroup 1.462% 32,623 32,623
16000 units JP Morgan Chase 1.47% 15,709 15,709
24000 units Goldman Sachs 1.948% 23,596 23,596
16000 units Philip Morris 4.875% 16,375 16,375
21000 units Accenture Capital 4.050% 21,070 21,070
13000 units Amgen 2.45% 12,137 12,137
5000 units Johnson & Johnson 4.7% 5,153 5,153
9000 units Oracle Corp 2.95% 8,304 8,304
4000 units Shell International 2.75% 3,793 3,793
8000 units Chevron USA 4.687% 8,191 8,191
10000 units Equinor ASA 2.375% 9,319 9,319
16000 units Astrazeneca 1.375% 14,234 14,234
4000 units Lockheed Martin 4.4% 4,041 4,041
4000 units Shell Finance 4.125% 4,001 4,001
4000 units Meta Platforms 4.2% 4,014 4,014
17000 units Blackrock Inc 1.9% 15,287 15,287
9000 units AT&T 2.25% 7,899 7,899
11000 units Chevron USA 4.819% 11,327 11,327
7000 units Goldman Sachs Group 2.383% 6,276 6,276
13000 units Citigroup Inc 2.52% 11,661 11,661
16000 units JP Morgan Chase 2.545% 14,456 14,456
6000 units Meta Platforms 4.6% 6,056 6,056
29000 units US Bancorp 2.677% 26,188 26,188
17000 units Philip Morris 5.250% 17,587 17,587
5000 units Comcast Corp 5.300% 5,163 5,163
19000 units BP Capital Markets America 5.227% 19,636 19,636
12000 units Chevron USA 4.98% 12,310 12,310
14000 units Chevron USA 4.85% 14,185 14,185
3000 units Meta Platforms 4.875% 3,001 3,001
10000 units Shell Finance 4.75% 9,995 9,995
Accrued interest - corporate bonds 3,698 3,698

TY 2025 InvestmentsCorpStockSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Name of Stock End of Year Book Value End of Year Fair Market Value
47.579 units ABBNY 3,556 3,556
10.010 units ABBV 2,287 2,287
41.663 units ACIW 1,992 1,992
14.441 units AEIS 3,024 3,024
23.506 units AGYS 2,793 2,793
48.662 units AAGIY 1,998 1,998
31.292 units AIQUY 1,178 1,178
24.640 units ABNB 3,344 3,344
81.166 units EADSY 4,728 4,728
138.000 units AKZOY 3,198 3,198
11.539 units ALGT 984 984
71.07 units ALLE 1,132 1,132
7.849 units ALL 1,634 1,634
17.572 units GOOGL 5,500 5,500
1987.000 units ALSMY 5,874 5,874
31.987 units AMADY 2,361 2,361
86.514 units AMZN 19,969 19,969
10.151 units AXP 3,755 3,755
36.357 units ABCB 2,700 2,700
49.205 units BUD 3,151 3,151
7.353 units AON 2,595 2,595
15.490 units 2,242 2,242
38.752 units AAPL 10,535 10,535
8.690 units AIT 2,231 2,231
12.188 units AMAT 3,132 3,132
7.815 units ATR 953 953
15.111 units APTV 1,150 1,150
19.522 units MT 890 890
3.903 units ANET 511 511
7.839 units ASML 8,387 8,387
109.000 units AZN 10,020 10,020
4.866 units AN 1,005 1,005
0.453 units AZO 1,536 1,536
48.066 units AZTA 1,599 1,599
20.025 units BAESY 1,847 1,847
13.294 units BCPC 2,039 2,039
64.769 units BBVA 1,510 1,510
127.000 units SAN 1,490 1,490
176.000 units BCS 4,479 4,479
41.028 units B 1,788 1,788
29.105 units BBWI 584 584
2.380 units ONC 723 723
92.012 units BKGFY 966 966
36.868 units TECH 2,168 2,168
17.376 units BL 961 961
64.447 units OWL 963 963
84.194 units BNPQY 3,994 3,994
0.305 units BKNG 1,633 1,633
76.981 units BP 2,674 2,674
44.408 units BTI 2,514 2,514
11.525 units AVGO 3,989 3,989
3.410 units CACI 1,817 1,817
13.330 units CNI 1,318 1,318
25.059 units CNQ 848 848
36.781 units CP 2,708 2,708
77.265 units CGEMY 2,573 2,573
9.938 units COF 2,409 2,409
19.646 units CPRI 479 479
3.162 units CSL 1,011 1,011
108.000 units CCL 3,298 3,298
14.680 units CWST 1,438 1,438
3.314 units CASY 1,832 1,832
10.489 units COR 3,543 3,543
74.036 units CVE 1,253 1,253
50.889 units CNP 1,951 1,951
28.291 units CHRW 4,548 4,548
21.611 units SCHW 2,159 2,159
68.449 units CMG 2,533 2,533
14.156 units CHRD 1,312 1,312
43.303 units CHGCY 1,139 1,139
17.452 units CHDN 1,986 1,986
33.601 units KO 2,349 2,349
14.131 units CCEP 1,282 1,282
9.182 units COHR 1,695 1,695
170.000 units CODYY 3,472 3,472
21.020 units CMSQY 479 479
26.132 units COP 2,446 2,446
5.832 units CPAY 1,755 1,755
13.281 units CR 2,449 2,449
30.233 units CXT 1,423 1,423
36.683 units CRH 4,578 4,578
4.179 units CMI 2,133 2,133
56.139 units DSNKY 1,199 1,199
64.815 units DKILY 830 830
12.134 units DTRUY 266 266
56.422 units DANOY 1,018 1,018
6.677 units DDOG 908 908
9.266 units DBSDY 1,624 1,624
18.344 units DELL 2,309 2,309
26.521 units DSGX 2,325 2,325
100.002 units DB 3,856 3,856
38.880 units DBOEY 1,021 1,021
89.896 units DTEGY 2,920 2,920
27.926 units DEO 2,409 2,409
18.097 units FANG 2,721 2,721
16.838 units DSDVY 2,138 2,138
39.845 units EONGY 755 755
9.522 units EXP 1,968 1,968
10.749 units ETN 3,424 3,424
106.000 units ESI 2,649 2,649
1.594 units EME 975 975
9.196 units EMR 1,220 1,220
12.308 units EHC 1,306 1,306
128.000 units ENLAY 1,335 1,335
76.469 units ENGIY 2,013 2,013
14.321 units NPO 3,067 3,067
21.024 units ETR 1,943 1,943
89.484 units EPOAY 2,037 2,037
3.725 units EQIX 2,854 2,854
18.521 units ESLOY 2,935 2,935
261.000 units EGFEY 618 618
9.999 units EVVTY 683 683
204.000 units FANUY 3,959 3,959
8.521 units FDX 2,461 2,461
1.928 units RACE 713 713
32.458 units FR 1,859 1,859
64.716 units FE 2,897 2,897
29.519 units FLEX 1,784 1,784
40.047 units FLS 2,778 2,778
24.804 units FCX 1,260 1,260
40.537 units FJTSY 1,120 1,120
4.092 units AJG 1,059 1,059
6.871 units GD 2,313 2,313
44.362 units THRM 1,613 1,613
40.769 units GIL 2,546 2,546
17.922 units GILD 2,200 2,200
50.413 units GBCI 2,221 2,221
8.920 units GLOB 583 583
28.665 units GMED 2,503 2,503
2.330 units GS 2,048 2,048
14.461 units GFF 1,065 1,065
6.194 units GWRE 1,245 1,245
15.920 units HALMY 1,515 1,515
22.729 units HALO 1,530 1,530
37.027 units HWC 2,358 2,358
11.211 units HDLMY 587 587
62.307 units HEINY 2,552 2,552
132.000 units HXGBY 1,568 1,568
66.472 units HTHIY 2,079 2,079
4.358 units HD 1,500 1,500
17.388 units HON 3,392 3,392
37.041 units HKXCY 1,940 1,940
3.384 units HOCPY 511 511
34.418 units HUBG 1,467 1,467
4.342 units HUBB 1,928 1,928
164.000 units HBAN 2,845 2,845
16.377 units H 2,626 2,626
28.915 units IBDRY 2,508 2,508
44.381 units IMBBY 1,862 1,862
126.000 units IDEXY 2,084 2,084
65.443 units IFNNY 2,900 2,900
40.697 units ING 1,140 1,140
9.574 units PODD 2,721 2,721
14.507 units ICE 2,350 2,350
33.159 units ISNPY 1,384 1,384
6.240 units INTU 4,134 4,134
8.128 units ISRG 4,603 4,603
9.811 units IQV 2,212 2,212
9.757 units IRTC 1,731 1,731
11.386 units ITOCY 1,440 1,440
14.760 units ITT 2,561 2,561
22.102 units J 2,928 2,928
35.000 units JHX 726 726
28.739 units JPM 9,260 9,260
23.599 units KBR 949 949
73.778 units KDDIY 1,275 1,275
208.000 units PPRUY 7,353 7,353
3.352 units KYCCF 1,211 1,211
9.744 units KEYS 1,980 1,980
9.224 units KGSPY 803 803
167.000 units KGC 4,703 4,703
21.332 units KMTUY 680 680
215.000 units KKPNY 1,004 1,004
105.000 units PHG 2,843 2,843
22.475 units LRLCY 1,935 1,935
7.611 units LHX 2,234 2,234
4.827 units LH 1,211 1,211
30.382 units LSCC 2,236 2,236
6.841 units LDOS 1,234 1,234
5.499 units LIN 2,345 2,345
8.169 units LFUS 2,066 2,066
77.000 units LSEGY 2,318 2,318
9.082 units LPLA 3,244 3,244
4.868 units LULU 1,012 1,012
21.449 units LVMUY 3,250 3,250
10.951 units MTSI 1,876 1,876
14.594 units MANH 2,529 2,529
18.109 units MPC 2,945 2,945
14.967 units MMC 2,777 2,777
4.222 units MARUY 1,173 1,173
11.88 units MRVL 1,007 1,007
46.9912 units MTDR 1,994 1,994
17.766 units MTRN 2,209 2,209
3.857 units MCK 3,164 3,164
23.897 units MDT 2,296 2,296
20.725 units META 13,680 13,680
42.476 units MCHP 2,707 2,707
15.272 units MU 4,359 4,359
27.909 units MSFT 13,497 13,497
8.861 units MOD 1,183 1,183
28.406 units MNST 2,178 2,178
10.373 units MOG'A 2,526 2,526
18.000 units MS 3,196 3,196
3.630 units MORN 789 789
5.794 units MTUAY 1,209 1,209
97.884 units MURGY 1,293 1,293
47.092 units MRAAY 488 488
33.247 units NGG 2,572 2,572
191.000 units NWG 3,343 3,343
19.423 units NSRGY 1,930 1,930
67.430 units NFLX 6,322 6,322
9.175 units NBIX 1,301 1,301
30.813 units NEM 3,077 3,077
76.895 units NTDOY 1,296 1,296
9.717 units NDSN 2,336 2,336
120.000 units NVO 6,106 6,106
5.955 units NRG 948 948
123.000 units NVDA 22,940 22,940
14.412 units NXPI 3,128 3,128
11.075 units ODFL 1,737 1,737
5.969 units ONTO 942 942
30.127 units ORCL 5,872 5,872
20.875 units PANW 3,845 3,845
34.411 units PAR 1,248 1,248
17.166 units PYPL 1,002 1,002
30.899 units PM 4,956 4,956
67.633 units PPL 2,369 2,369
17.429 units PCOR 1,268 1,268
75.290 units PUK 2,343 2,343
21.623 units PPERY 265 265
16.848 units QTWO 1,216 1,216
20.972 units QGEN 943 943
13.506 units DGX 2,344 2,344
8.872 units RBC 3,978 3,978
276.000 units RBGLY 4,456 4,456
101.000 units RCRUY 1,140 1,140
5.623 units RS 1,624 1,624
95.038 units RELX 3,841 3,841
701.000 units RNECY 4,785 4,785
14.694 units RGEN 2,408 2,408
2.520 units RNMBY 924 924
6.395 units RIO 512 512
84.737 units RHHBY 4,370 4,370
429.000 units RYCEY 6,636 6,636
14.460 units RTX 2,652 2,652
25.438 units RUSHA 1,372 1,372
44.084 units RWEOY 2,343 2,343
24.527 units RYAAY 1,771 1,771
4.295 units SPGI 2,245 2,245
46.207 units SAFRY 4,035 4,035
7.180 units CRM 1,902 1,902
50.450 units SNY 2,445 2,445
23.161 units SAP 5,626 5,626
70.095 units SBCF 2,202 2,202
9.862 units NOW 1,511 1,511
7.613 units SHW 2,467 2,467
61.360 units SHECY 954 954
18.534 units SHG 994 994
4.835 units SHOP 778 778
45.744 units SLGN 1,847 1,847
9.167 units SSD 1,480 1,480
22.995 units SLB 883 883
2.210 units SMECF 767 767
164.000 units SMCAY 2,849 2,849
28.187 units SNN 925 925
15.617 units SMGZY 494 494
60.130 units SW 2,325 2,325
116.000 units SCGLY 1,872 1,872
120.000 units SMPNY 2,043 2,043
75.477 units SONY 1,932 1,932
33.000 units SSB 3,106 3,106
46.967 units STAG 1,727 1,727
72.173 units SCBFY 3,537 3,537
6.542 units SXI 1,421 1,421
7.546 units STLD 1,279 1,279
40.280 units SHOO 1,677 1,677
6.150 units SYK 2,162 2,162
54.972 units SMFG 1,063 1,063
17.112 units SZKMY 1,019 1,019
6.306 units SNPS 2,962 2,962
27.778 units SYY 2,047 2,047
10.028 units TMUS 2,036 2,036
22.326 units TSM 6,785 6,785
102.000 units TTDKY 1,439 1,439
38.37 units TCEHY 2,969 2,969
5.925 units THC 1,177 1,177
30.661 units TRUMY 444 444
9.116 units TSLA 4,100 4,100
11.688 units TXRH 1,940 1,940
19.685 units ENSG 3,429 3,429
5.640 units TMO 3,268 3,268
12.645 units TOELY 1,384 1,384
25.000 units TTE 1,631 1,631
20.651 units TRU 1,771 1,771
51.849 units TRMB 4,062 4,062
70.913 units UBER 5,794 5,794
139.000 units UNCRY 5,789 5,789
10.279 units UAL 1,149 1,149
3.390 units URI 2,744 2,744
7.781 units UNH 2,569 2,569
16.359 units OLED 1,910 1,910
67.337units USFD 5,072 5,072
23.788 units UOVEY 1,297 1,297
8.074 units VMI 3,248 3,248
49.326 units VCYT 2,077 2,077
7.270 units VRTX 3,296 3,296
20.865 units V 7,318 7,318
17.923 units VLVLY 575 575
3.700 units GWW 3,733 3,733
7.343 units WAB 1,567 1,567
27.557 units DIS 3,135 3,135
7.551 units WCN 1,324 1,324
38.206 units WFC 3,561 3,561
10.391 units WTKWY 1,078 1,078
1360.000 units MLPX 82,321 82,321
726.000 units IEFA 64,948 64,948
1040.000 units IEMG 69,909 69,909
181.000 units IVV 123,973 123,973
2015.000 units IUSG 338,399 338,399
1630.000 units IUSV 167,140 167,140
1687.596 units ASYLX 24,352 24,352
3691.781 units ABYIX 40,757 40,757
3670.573 units BILPX 38,174 38,174
1459.581 units BDMIX 21,281 21,281
4109.105 units BIMBX 42,611 42,611
1383.737 units PBAIX 21,877 21,877
1944.580 units DRRIX 32,261 32,261
1655.513 units CMNIX 25,992 25,992
1428.936 units CSSPX 77,934 77,934
6742.000 units FCSPX 69,173 69,173
2626.000 units FHYSX 31,328 31,328
2974.000 units FIBPX 37,948 37,948
41263.000 units FMBPX 353,211 353,211
5802.457 units SEMNX 133,166 133,166
3497.307 units JDJIX 29,098 29,098
654.007 units JHEQX 23,126 23,126
1529.013 units NLSIX 30,718 30,718
8408.206 units PCRPX 120,910 120,910
3086.679 units PPCRX 30,126 30,126
4592.985 units PMZPX 43,312 43,312
2485.250 units MXIIX 25,896 25,896

TY 2025 InvestmentsGovtObligationsSch
Name:
The Big D Foundation
EIN:
26-0726380
US Government Securities - End of Year Book Value:

529,020
US Government Securities - End of Year Fair Market Value:

529,020
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 OtherExpensesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
State Filing Fees 75 0   75


TY 2025 OtherIncreasesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Description Amount
Unrealized Gains on Investments 327,731


TY 2025 OtherProfessionalFeesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 27,165 27,165   0


TY 2025 TaxesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 2,018 2,018   0