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
MEAD FAMILY FOUNDATION
C/O INTENTIONAL PHILANTHROPY LLC
Number and street (or P.O. box number if mail is not delivered to street address) 4801 HAMPDEN LANE 106
  Room/suite
City or town
BETHESDA
State or province
MD
Country  
ZIP or foreign postal code
20814
A Employer identification number

52-1646030
B Telephone number (see instructions)

3017614433
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)$17,529,863J 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 181 181  
4 Dividends and interest from securities... 631,320 631,320  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 551,341
b Gross sales price for all assets on line 6a 2,473,809
7 Capital gain net income (from Part IV, line 2)... 551,341
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........ 1,182,842 1,182,842  
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)......... Click to see attachment
List of Attached Documents:
// Content
1,380 0   1,380
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,021 0   8,021
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
255,729 49,730   205,999
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,500 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,727 0   9,727
22 Printing and publications.......... 312 0   312
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,374 0   5,374
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 293,043 49,730   230,813
25 Contributions, gifts, grants paid....... 3,127,500 3,127,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,420,543 49,730   3,358,313
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,237,701
b Net investment income (if negative, enter -0-) 1,133,112
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............. 51,099 107,785 107,785
2 Savings and temporary cash investments......... 6,469,656 4,102,074 4,102,074
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) 1,162,887 Click to see attachment
List of Attached Documents:
// Content
1,224,215 		1,182,107
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,465,326 Click to see attachment
List of Attached Documents:
// Content
1,673,843 		1,669,570
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,149,835 Click to see attachment
List of Attached Documents:
// Content
6,953,185 		10,468,327
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) 16,298,803 14,061,102 17,529,863
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........... 16,298,803 14,061,102
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    
29 Total net assets or fund balances (see instructions)..... 16,298,803 14,061,102
30 Total liabilities and net assets/fund balances (see instructions). 16,298,803 14,061,102
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
16,298,803
2
Enter amount from Part I, line 27a .....................
2
-2,237,701
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,061,102
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
14,061,102
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 CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,464,038   1,922,468 541,570
b 9,771     9,771
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       541,570
b       9,771
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 2 551,341
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 15,750
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 15,750
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 15,750
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 13,435
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 13,435
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 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,317
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  
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)
MD
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 addressWWW.MEADFAMILYFDN.ORG
14
The books are in care ofINTENTIONAL PHILANTHROPY LLC Telephone no. (301) 761-4433

Located at4801 HAMPDEN LANE UNIT 106BETHESDAMD ZIP+420814
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
ELIZABETH MEAD PRESIDENT
2.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
STEPHEN MEAD VICE-PRESIDENT, TREASURER
2.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
WILLIAM TUEGEL SECRETARY
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
DIANA MEAD DIRECTOR
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
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
INTENTIONAL PHILANTHROPY LLC FOUNDATION MGMT 205,999
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
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
12,975,328
b
Average of monthly cash balances.......................
1b
5,945,256
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
18,920,584
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
18,920,584
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
283,809
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,636,775
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
931,839
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
931,839
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
15,750
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,750
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
916,089
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
916,089
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
916,089
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
3,358,313
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
3,358,313
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 7 916,089
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 397,912
b From 2021...... 227,310
c From 2022...... 315,832
d From 2023...... 1,606,273
e From 2024...... 4,210,614
f Total of lines 3a through e ........ 6,757,941
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,358,313
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 916,089
e Remaining amount distributed out of corpus 2,442,224
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 9,200,165
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		397,912
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		8,802,253
10 Analysis of line 9:
a Excess from 2021 .... 227,310
b Excess from 2022 .... 315,832
c Excess from 2023 .... 1,606,273
d Excess from 2024 .... 4,210,614
e Excess from 2025 .... 2,442,224
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 e-mail address of the person to whom applications should be addressed:
MEAD FAMILY FOUNDATION
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
(301) 761-4433
bThe form in which applications should be submitted and information and materials they should include:
PLEASE CONTACT THE ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION
cAny submission deadlines:
PROPOSALS BY MARCH 15TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE CONTACT THE ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION
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

ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION

224 SUNNYBROOK ROAD
RALEIGH,NC27610 		N/A   POE CENTER CAPITAL/OPERATING PROPOSAL 362,500

ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION

224 SUNNYBROOK ROAD
RALEIGH,NC27610 		N/A   GENERAL OPERATING SUPPORT 5,000

BOYS & GIRLS CLUBS OF CENTRAL FLORIDA

101 E COLONIAL DRIVE
ORLANDO,FL32801 		N/A   DOWNTOWN ORLANDO BOYS & GIRLS CLUBS OPERATING SUPPORTINVESTING IN YOUTH 35,000

CARING HOUSE INC

2625 PICKETT ROAD
DURHAM,NC27705 		N/A   CARING HOUSE GENERAL OPERATING SUPPORT 30,000

CHILDREN'S INN AT NIH

7 WEST DRIVE
BETHESDA,MD20814 		N/A   HAPPILY HUNGRY COOKING CLASSES 35,000

COLLEGIATE DIRECTIONS INC

4827 RUGBY AVENUE SUITE 001
BETHESDA,MD20814 		N/A   GENERAL OPERATING SUPPORT FOR COLLEGE ACCESS AND COMPLETION 35,000

CORRAL

3620 KILDAIRE FARM ROAD
CARY,NC27518 		N/A   THE RIDING ACADEMY (RA) 50,000

DRESS FOR SUCCESS TRIANGLE NC

1812 TILLERY PLACE SUITE 105
RALEIGH,NC27604 		N/A   SCALING FOR GROWTH 90,000

DURHAM CHILDREN'S INITIATIVE

2101 ANGIER AVE SUITE 200
DURHAM,NC27703 		N/A   GENERAL OPERATING SUPPORT 50,000

EVERYMIND

1000 TWINBROOK PARKWAY
ROCKVILLE,MD20851 		N/A   GENERAL OPERATING SUPPORT 40,000

HOSPICE OF WAKE COUNTY INC

250 HOSPICE CIRCLE
RALEIGH,NC27607 		N/A   TRIBUTE GRANT 10,000

IDENTITY

415 EAST DIAMOND AVE
GAITHERSBURG,MD20877 		N/A   GENERAL OPERATING SUPPORT 40,000

JOEL FUND

822 S WHITE STREET SUITE 106
WAKE FOREST,NC27587 		N/A   GENERAL OPERATING SUPPORT 15,000

JOEL FUND

822 S WHITE STREET SUITE 106
WAKE FOREST,NC27587 		N/A   GENERAL OPERATING 30,000

KABOOM

7200 WISCONSIN AVENUE SUITE 400
BETHESDA,MD20814 		N/A   GENERAL OPERATING SUPPORT 40,000

KID MUSEUM

6400 DEMOCRACY BLVD
BETHESDA,MD20817 		N/A   GENERAL OPERATING SUPPORT 25,000

KID MUSEUM

6400 DEMOCRACY BLVD
BETHESDA,MD20817 		N/A   GENERAL OPERATING SUPPORT 10,000

KID MUSEUM

6400 DEMOCRACY BLVD
BETHESDA,MD20817 		N/A   BUILDING ORGANIZATIONAL CAPACITY FOR KID 250,000

KIDZNOTES

PO BOX 200
DURHAM,NC27702 		N/A   GENERAL OPERATING SUPPORT 200,000

MANNA FOOD CENTER

9311 GAITHER ROAD
GAITHERSBURG,MD20877 		N/A   GENERAL OPERATING SUPPORT 25,000

MONTGOMERY COUNTY CHILDREN'S OPPORTUNITY ALLIANCE

5603 NORTHFIELD RD
BETHESDA,MD20817 		N/A   GENERAL OPERATING: COMMON AGENDA IMPLEMENTATION 100,000

MONTGOMERY COUNTY FOOD COUNCIL

4825 CORDELL AVENUE SUITE 204
BETHESDA,MD20814 		N/A   GENERAL OPERATING SUPPORT 60,000

NATIONAL FAMILY RESILIENCY CENTER INC

10630 LITTLE PATUXENT PARKWAY SUITE
214
COLUMBIA,MD21044 		N/A   FOSTERING RESILIENCY FOR INDIVIDUALS AND FAMILIES 180,000

NORTH CAROLINA ARTS IN ACTION

PO BOX 51277
DURHAM,NC27717 		N/A   GENERAL OPERATING SUPPORT 5,000

PARENT ENCOURAGEMENT PROGRAM INC

10100 CONNECTICUT AVE
KENSINGTON,MD20895 		N/A   STRENGTHENING PEP GRANTS CAPACITY FOR SUSTAINABILITY AND GROWTH 145,000

PET ALLIANCE OF GREATER ORLANDO

PO BOX 617439
ORLANDO,FL32861 		N/A   GENERAL OPERATING SUPPORT 10,000

PROJECT INVENT

2261 MARKET STREET 4624
SAN FRANCISCO,CA94114 		N/A   GENERAL OPERATING SUPPORT 35,000

PROJECT INVENT

2261 MARKET STREET 4624
SAN FRANCISCO,CA94114 		N/A   STAFF CAPACITY, EDUCATOR TRAINING, AND PLATFORM DEVELOPMENT 240,000

RED WIGGLER COMMUNITY FARM

PO BOX 968
CLARKSBURG,MD20871 		N/A   GENERAL OPERATING SUPPORT 60,000

RONALD MCDONALD HOUSE CHARITIES OF THE TRIANGLE

506 ALEXANDER AVENUE
DURHAM,NC27705 		N/A   REGIONAL CAPACITY BUILDING AND HEALTHY FOOD SUPPORT 60,000

STEPUP MINISTRY

1701 OBERLIN ROAD
RALEIGH,NC27608 		N/A   GENERAL OPERATING AND CAPITAL FUNDING 100,000

THE 4R FOUNDATION INC

1918 W PRINCETON ST
ORLANDO,FL32804 		N/A   GENERAL OPERATING SUPPORT 15,000

THE 4R FOUNDATION INC

1918 W PRINCETON ST
ORLANDO,FL32804 		N/A   4ROOTS FARM CAMPUS PHASE II CAPITAL REQUEST 250,000

THE 4R FOUNDATION INC

1918 W PRINCETON ST
ORLANDO,FL32804 		N/A   GENERAL OPERATING SUPPORT 65,000

THE UPCOUNTY HUB INC

12900 MIDDLEBROOK ROAD
GERMANTOWN,MD20874 		N/A   FUNDING SUPPORT FOR COMMUNICATIONS AND DEVELOPMENT DIRECTOR 150,000

THE UPCOUNTY HUB INC

12900 MIDDLEBROOK ROAD
GERMANTOWN,MD20874 		N/A   GENERAL OPERATING SUPPORT 10,000

THE UPCOUNTY HUB INC

12900 MIDDLEBROOK ROAD
GERMANTOWN,MD20874 		N/A   GENERAL OPERATING SUPPORT 50,000

THE WOMEN'S CENTER INC

PO BOX 1057
CHAPEL HILL,NC27514 		N/A   GENERAL OPERATING SUPPORT 50,000

TROSA

1820 JAMES STREET
DURHAM,NC27707 		N/A   T-WEST EXPANSION CAPITAL PROJECT AND GENERAL OPERATING SUPPORT 50,000

UNITED SERVICE ORGANIZATIONS INC

2111 WILSON BLVD SUITE 1200
ARLINGTON,VA22201 		N/A   GENERAL OPERATING SUPPORT- USO NORTH CAROLINA 60,000

URBAN ALLIANCE FOUNDATION INC

1025 VERMONT AVE NW SUITE 1100
WASHINGTON,DC20005 		N/A   GENERAL OPERATING SUPPORT FOR THE GREATER WASHINGTON, DC REGION 30,000

WARRIOR CANINE CONNECTION

14934 SCHAEFFER ROAD
BOYDS,MD20841 		N/A   SERVICE DOG PROGRAM OPERATING SUPPORT 25,000
Total ................................. 3a 3,127,500
bApproved for future payment

ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION
224 SUNNYBROOK ROAD
RALEIGH,NC27610 		N/A   POE CENTER CAPITAL/OPERATING PROPOSAL 50,000

CARING HOUSE INC
2625 PICKETT ROAD
DURHAM,NC27705 		N/A   CARING HOUSE GENERAL OPERATING SUPPORT 30,000

COLLEGIATE DIRECTIONS INC
4827 RUGBY AVENUE SUITE 001
BETHESDA,MD20814 		N/A   GENERAL OPERATING SUPPORT FOR COLLEGE ACCESS AND COMPLETION 35,000

CORRAL
3620 KILDAIRE FARM ROAD
CARY,NC27518 		N/A   THE RIDING ACADEMY (RA) 50,000

DRESS FOR SUCCESS TRIANGLE NC
1812 TILLERY PLACE SUITE 105
RALEIGH,NC27604 		N/A   SCALING FOR GROWTH 90,000

EVERYMIND
1000 TWINBROOK PARKWAY
ROCKVILLE,MD20851 		N/A   GENERAL OPERATING SUPPORT 40,000

JOEL FUND
822 S WHITE STREET SUITE 106
WAKE FOREST,NC27587 		N/A   GENERAL OPERATING SUPPORT 30,000

KABOOM
7200 WISCONSIN AVENUE SUITE 400
BETHESDA,MD20814 		N/A   GENERAL OPERATING SUPPORT 40,000

KID MUSEUM
6400 DEMOCRACY BLVD
BETHESDA,MD20817 		N/A   BUILDING ORGANIZATIONAL CAPACITY FOR KID 250,000

MONTGOMERY COUNTY CHILDREN'S OPPORTUNITY ALLIANCE
5603 NORTHFIELD RD
BETHESDA,MD20817 		N/A   GENERAL OPERATING: COMMON AGENDA IMPLEMENTATION 100,000

MONTGOMERY COUNTY FOOD COUNCIL
4825 CORDELL AVENUE SUITE 204
BETHESDA,MD20814 		N/A   GENERAL OPERATING SUPPORT 60,000

PARENT ENCOURAGEMENT PROGRAM INC
10100 CONNECTICUT AVE
KENSINGTON,MD20895 		N/A   STRENGTHENING PEP GRANTS CAPACITY FOR SUSTAINABILITY AND GROWTH 122,000

PROJECT INVENT
2261 MARKET STREET 4624
SAN FRANCISCO,CA94114 		N/A   STAFF CAPACITY, EDUCATOR TRAINING, AND PLATFORM DEVELOPMENT 300,000

RED WIGGLER COMMUNITY FARM
PO BOX 968
CLARKSBURG,MD20871 		N/A   GENERAL OPERATING SUPPORT 60,000

RONALD MCDONALD HOUSE CHARITIES OF THE TRIANGLE
506 ALEXANDER AVENUE
DURHAM,NC27705 		N/A   REGIONAL CAPACITY BUILDING AND HEALTHY FOOD SUPPORT 60,000

THE 4R FOUNDATION INC DBA 4ROOTS
1918 W PRINCETON ST
ORLANDO,FL32804 		N/A   4ROOTS FARM CAMPUS PHASE II CAPITAL REQUEST 250,000

THE UPCOUNTY HUB INC
12900 MIDDLEBROOK ROAD
GERMANTOWN,MD20874 		N/A   FUNDING SUPPORT FOR COMMUNICATIONS AND DEVELOPMENT DIRECTOR 150,000

THE WOMEN'S CENTER INC DBA COMPASS CENTER
PO BOX 1057
CHAPEL HILL,NC27514 		N/A   GENERAL OPERATING SUPPORT 50,000

USO NORTH CAROLINA
2111 WILSON BLVD SUITE 1200
ARLINGTON,VA22201 		N/A   GENERAL OPERATING SUPPORT- USO NORTH CAROLINA 60,000
Total ................................. 3b 1,827,000
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 ........... 		    14 181  
4 Dividends and interest from securities ....     14 631,320  
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 ............ 		    18 551,341  
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 1,182,842 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,182,842
(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:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 8,021 0   8,021

TY 2025 InvestmentsCorpBondsSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC. 3.2% DUE 11/21/29 14,000.000 QTY 13,316 13,559
ALLY FINL INC. VAR DUE 05/15/29 19,000.000 QTY 19,155 19,317
AMERICAN EXPRESS VAR DUE 07/20/29 2,000.000 QTY 2,007 2,001
AMERICAN EXPRESS VAR DUE 07/26/28 18,000.000 QTY 18,092 18,046
AMERICAN TOWER CO 5.9% DUE 11/15/33 18,000.000 QTY 19,006 19,219
AMGEN INC. 5.6% DUE 03/02/43 21,000.000 QTY 21,476 21,097
ASTRAZENECA FIN 4.875% DUE 3/3/28 15,000.000 QTY 14,931 15,314
AVALONBAY COMMUN 2.950% DUE 5/11/26 15,000.000 QTY 14,436 14,944
BANK NOVA SCOTI5.25% DUE 6/12/28 15,000.000 QTY 15,433 15,445
BANK OF AMERICA C VAR DUE 03/15/50 22,000.000 QTY 22,089 18,459
BANK OF AMERICA C VAR DUE 7/23/31 25,000.000 QTY 25,169 22,406
BANK OF MONTREA4.64% DUE 9/10/30 13,000.000 QTY 12,899 13,167
BHP BILLITON FI4.75% DUE 2/28/28 10,000.000 QTY 9,665 10,160
BLACKROCK FDG INC 5.0% DUE 3/14/34 15,000.000 QTY 14,910 15,481
BP CAPITAL MARKE 4.97% DUE 10/17/29 13,000.000 QTY 13,038 13,373
BROADCOM INC. 4.55% DUE 02/15/32 19,000.000 QTY 19,003 19,024
BROADCOM INC. 4.8% DUE 10/15/34 10,000.000 QTY 10,171 10,009
BXP, INC. 2.55% DUE 04/01/32 24,000.000 QTY 20,388 20,967
CANADIAN IMPER 4.508% DUE 9/11/27 13,000.000 QTY 12,952 13,033
CARMAX AUTO OWNE 4.63% DUE 03/15/28 45,000.000 QTY 25,822 25,878
CELANESE US HOLD STEP 7.05% DUE 11/15/30 18,000.000 QTY 17,975 18,855
CHARTER COMMUNICA 4.4% DUE 04/01/33 21,000.000 QTY 19,811 19,797
CITIGROUP INC. DUE 11/15/28 19,000.000 QTY 20,120 19,879
CITIGROUP INC. VAR DUE 5/24/33 20,000.000 QTY 19,089 20,249
COMCAST CORP 3.4% DUE 4/1/30 10,000.000 QTY 10,218 9,690
COMMONSPIRIT HE 3.347% DUE 10/01/29 19,000.000 QTY 17,960 18,341
COMMONSPIRIT HE 4.352% DUE 09/01/30 2,000.000 QTY 2,010 1,994
CROWN CASTLE INC. 4.3% DUE 02/15/29 19,000.000 QTY 18,806 18,924
CVS HEALTH CORP 5.25% DUE 02/21/33 19,000.000 QTY 19,573 19,513
DELTA AIR LINES, 5.25% DUE 07/10/30 19,000.000 QTY 19,161 19,523
DIAMONDBACK ENER 6.25% DUE 03/15/33 19,000.000 QTY 19,787 20,456
DISCOVER FINL SER VAR DUE 11/02/34 17,000.000 QTY 19,529 20,043
DOMINION ENERGY, IN 7.0% DUE 06/01/54 18,000.000 QTY 19,331 19,503
DTE ELECTRIC CO 2.25% DUE 3/1/30 15,000.000 QTY 12,853 13,949
DUKE ENERGY CARO 3.95% DUE 11/15/28 15,000.000 QTY 16,124 15,023
ENERGY TRANSFER 6.55% DUE 12/01/33 19,000.000 QTY 20,098 20,844
EQUINIX, INC. 3.2% DUE 11/18/29 20,000.000 QTY 18,407 19,200
EQUINOR ASA 3.125% DUE 4/6/30 15,000.000 QTY 15,650 14,458
EXELON CORP 6.5% DUE 03/15/55 19,000.000 QTY 19,025 19,736
FORD MOTOR CO 7.45% DUE 07/16/31 17,000.000 QTY 18,543 18,719
GENERAL MOTORS FI 5.8% DUE 06/23/28 18,000.000 QTY 17,648 18,612
GM FINL CONSUMER 4.86% DUE 06/18/29 20,000.000 QTY 19,979 20,288
HCA INC. 3.5% DUE 09/01/30 20,000.000 QTY 17,662 19,244
HONDA MOTOR CO4.436% DUE 7/8/28 20,000.000 QTY 20,000 20,188
HUNTINGTON BANCSH VAR DUE 02/02/35 18,000.000 QTY 18,780 18,775
HYATT HOTELS COR 5.75% DUE 03/30/32 19,000.000 QTY 19,050 19,906
JBS USA HOLDING 6.75% DUE 03/15/34 7,000.000 QTY 7,739 7,726
JOHN DEERE CAPIT 4.95% DUE 7/14/28 20,000.000 QTY 19,544 20,516
JPMORGAN CHASE & VAR DUE 04/22/42 25,000.000 QTY 21,451 19,398
JPMORGAN CHASE & VAR DUE 4/22/32 28,000.000 QTY 28,077 25,622
JPMORGAN CHASE & VAR DUE 5/6/30 10,000.000 QTY 10,187 9,850
MEDTRONIC GLOBA4.25% DUE 3/30/28 25,000.000 QTY 24,745 25,147
MERCK & CO., INC 2.15% DUE 12/10/31 26,000.000 QTY 22,435 23,103
MGM RESORTS INTE 4.75% DUE 10/15/28 19,000.000 QTY 18,507 18,905
MICROSOFT CORP 2.525% DUE 06/01/50 32,000.000 QTY 28,342 19,499
MID-AMERICA APART 4.2% DUE 6/15/28 10,000.000 QTY 9,743 10,037
MORGAN STANLEY VAR DUE 01/23/30 19,000.000 QTY 18,354 19,052
MORGAN STANLEY VAR DUE 10/18/33 15,000.000 QTY 15,713 16,417
MURPHY OIL CORP 6.0% DUE 10/01/32 21,000.000 QTY 20,889 20,974
NAVIENT CORP 5.0% DUE 03/15/27 20,000.000 QTY 18,305 19,925
NSTAR ELECTRIC CO 3.200% DUE 5/15/27 15,000.000 QTY 14,517 14,846
NUSTAR LOGISTIC 6.375% DUE 10/01/30 18,000.000 QTY 17,970 18,810
OCCIDENTAL PETR 7.875% DUE 09/15/31 17,000.000 QTY 18,887 19,448
PROLOGIS, L.P. 1.25% DUE 10/15/30 15,000.000 QTY 14,198 13,115
PUBLIC SERVICE EL 4.9% DUE 12/15/32 7,000.000 QTY 7,010 7,166
REGAL REXNORD COR 6.3% DUE 02/15/30 18,000.000 QTY 18,776 19,052
ROYAL CARIBBEA 5.375% DUE 01/15/36 20,000.000 QTY 20,129 20,059
SLM CORP 6.5% DUE 01/31/30 19,000.000 QTY 19,179 19,594
SM ENERGY CO 6.5% DUE 07/15/28 19,000.000 QTY 18,864 19,119
SONOCO PRODUCTS 2.85% DUE 02/01/32 20,000.000 QTY 18,369 17,996
SOUTHWESTERN EN 5.375% DUE 03/15/30 19,000.000 QTY 18,294 19,294
TEVA PHARMACEUTI 6.15% DUE 02/01/36 19,000.000 QTY 19,324 19,903
THE BOEING CO 5.15% DUE 05/01/30 19,000.000 QTY 19,705 19,525
THE CAMPBELL'S 2.375% DUE 04/24/30 21,000.000 QTY 17,456 19,299
THE GOLDMAN SACH 6.85% DUE 02/10/30 19,000.000 QTY 19,048 19,736
THE GOLDMAN SACHS VAR DUE 4/23/29 20,000.000 QTY 18,858 19,876
THE HOME DEPOT, 2.95% DUE 6/15/29 15,000.000 QTY 15,398 14,505
THE PNC FINL SERV VAR DUE 01/24/34 19,000.000 QTY 18,248 19,439
THE WALT DISNEY CO 2.0% DUE 9/1/29 15,000.000 QTY 14,919 14,018
THERMO FISHER SCI 4.800% DUE 11/21/27 13,000.000 QTY 13,092 13,225
TOTALENERGIES C5.15% DUE 4/5/34 13,000.000 QTY 13,397 13,516
TOYOTA MOTOR CR 4.625% DUE 1/12/28 10,000.000 QTY 9,689 10,145
TRUIST FINL CORP VAR DUE 01/24/30 20,000.000 QTY 20,181 20,656
TRUIST FINL CORP VAR DUE 3/2/27 20,000.000 QTY 19,481 19,900
U.S. BANCORP VAR DUE 06/12/29 18,000.000 QTY 17,942 18,692
U.S. BANCORP VAR DUE 7/22/28 25,000.000 QTY 25,106 25,191
UNITED AIRLINES 5.45% DUE 08/15/38 20,000.000 QTY 19,522 19,782
UNITEDHEALTH GROU 4.9% DUE 4/15/31 10,000.000 QTY 10,244 10,251
UNITEDHEALTH GROUP 4.600% DUE 4/15/27 5,000.000 QTY 4,965 5,043
VERIZON COMMUNIC 3.55% DUE 03/22/51 42,000.000 QTY 41,243 29,831
VERIZON MASTER T 5.16% DUE 06/20/29 18,000.000 QTY 17,954 18,116
WASTE MANAGEMEN 4.875% DUE 2/15/34 13,000.000 QTY 12,767 13,322
WELLS FARGO & C 7.625% DUE 09/15/28 17,000.000 QTY 18,018 18,148
WELLS FARGO & CO 3.9% DUE 03/15/26 1,000.000 QTY 980 996
WELLS FARGO & CO VAR DUE 7/25/29 13,000.000 QTY 13,166 13,459
WELLTOWER INC. 2.8% DUE 6/1/31 8,000.000 QTY 7,373 7,409
WESTPAC BKG COR2.15% DUE 6/3/31 17,000.000 QTY 15,329 15,344
WHIRLPOOL CORP 2.4% DUE 05/15/31 23,000.000 QTY 19,067 18,965

TY 2025 InvestmentsGovtObligationsSch
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
US Government Securities - End of Year Book Value:

838,738
US Government Securities - End of Year Fair Market Value:

798,408
State & Local Government Securities - End of Year Book Value:


385,477
State & Local Government Securities - End of Year Fair Market Value:


383,699


TY 2025 InvestmentsOtherSchedule2
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CALAMOS MARKET NEUTRAL INCOME (CMNIX) 20,602.490 QTY AT COST 271,544 323,459
CLIFFWATER CORPORATE LENDING I (CCLFX) 32,670.795 QTY AT COST 347,947 341,083
DIAMOND HILL SHORT DUR SEC BD I (DHEIX) 69,918.603 QTY AT COST 665,379 698,487
DODGE & COX INCOME (DODIX) 41,279.728 QTY AT COST 518,000 530,445
DODGE & COX INTERNATIONAL STOCK (DODFX) 23,413.308 QTY AT COST 344,010 385,383
FHLMC RA9270 5.5% DUE 06/01/53 72,000.000 QTY AT COST 57,573 58,379
FHLMC SD7514 3.5% DUE 04/01/50 178,000.000 QTY AT COST 47,214 47,053
FHLMC ZL9628 4.0% DUE 12/01/44 106,000.000 QTY AT COST 17,481 15,642
FHLMC ZS3665 4.5% DUE 10/01/41 183,000.000 QTY AT COST 10,552 10,265
FHLMC ZT0542 4.0% DUE 07/01/48 72,000.000 QTY AT COST 16,992 15,273
FNMA PL BM5508 5.0% DUE 02/01/49 68,000.000 QTY AT COST 15,585 14,728
FNMA PL CA0995 3.5% DUE 01/01/48 37,000.000 QTY AT COST 11,906 10,794
FNMA PL CA1560 4.5% DUE 04/01/48 80,000.000 QTY AT COST 13,199 12,077
FNMA PL CA3664 4.0% DUE 06/01/49 54,000.000 QTY AT COST 15,176 15,613
FNMA PL CA4119 4.0% DUE 09/01/49 56,000.000 QTY AT COST 15,268 14,703
FNMA PL CA4182 4.5% DUE 09/01/49 119,000.000 QTY AT COST 26,829 26,212
FNMA PL CB3596 3.5% DUE 05/01/52 39,000.000 QTY AT COST 25,164 26,208
FNMA PL FM1104 3.5% DUE 05/01/49 43,000.000 QTY AT COST 11,166 10,085
FNMA PL FM5768 4.0% DUE 11/01/44 40,000.000 QTY AT COST 17,958 16,386
FNMA PL FM7323 5.0% DUE 07/01/47 28,000.000 QTY AT COST 13,606 12,197
FNMA PL FM7680 3.5% DUE 02/01/51 33,000.000 QTY AT COST 17,541 15,763
FNMA PL FM9679 4.5% DUE 09/01/46 50,000.000 QTY AT COST 28,476 27,285
FNMA PL FS1125 3.5% DUE 07/01/50 35,000.000 QTY AT COST 21,565 20,884
FNMA PL FS1891 4.0% DUE 01/01/50 35,000.000 QTY AT COST 22,675 22,444
FNMA PL FS2050 4.0% DUE 02/01/51 48,000.000 QTY AT COST 30,173 30,350
FNMA PL FS2996 5.0% DUE 07/01/47 11,000.000 QTY AT COST 7,623 7,522
FNMA PL FS6456 6.0% DUE 11/01/53 22,000.000 QTY AT COST 18,246 18,194
FNMA PL FS7160 6.5% DUE 02/01/54 60,000.000 QTY AT COST 46,301 46,816
FNMA PL FS9605 6.0% DUE 07/01/54 33,000.000 QTY AT COST 31,005 30,173
FNMA PL MA5072 5.5% DUE 07/01/53 33,000.000 QTY AT COST 26,006 25,983
GATEWAY Y (GTEYX) 4,828.303 QTY AT COST 117,765 246,292
GNMA PL MA8874M 3.0% DUE 05/20/53 85,000.000 QTY AT COST 57,624 58,270
ISHARES CORE S&P MID CAP (IJH) 10,570.819 QTY AT COST 392,422 697,674
ISHARES GLOBAL (IGF) 7,162.000 QTY AT COST 257,899 439,460
ISHARES RUSSELL 2000 (IWM) 2,516.000 QTY AT COST 122,224 619,339
LEHMAN BROTHERS 4.375% 525ESC4G1 12,000.000 QTY AT COST 18 18
OSTERWEIS STRATEGIC INCOME (OSTIX) 47,635.352 QTY AT COST 494,137 533,992
SCHWAB US DIVIDEND (SCHD) 14,625.000 QTY AT COST 320,629 401,164
VANGUARD FTSE DEVELOPED (VEA) 14,385.599 QTY AT COST 607,862 898,668
VANGUARD FTSE EMERGING (VWO) 9,269.000 QTY AT COST 481,516 498,301
VANGUARD GROWTH ETF (VUG) 803.000 QTY AT COST 399,108 391,752
VANGUARD S&P 500 ETF (VOO) 3,909.000 QTY AT COST 599,721 2,451,451
VANGUARD SHORT INF PROT (VTIP) 8,129.000 QTY AT COST 390,100 402,060

TY 2025 LegalFeesSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,380 0   1,380


TY 2025 OtherExpensesSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & MEMBERSHIPS 95 0   95
INSURANCE 750 0   750
POSTAGE 342 0   342
SOFTWARE LICENSES 4,187 0   4,187


TY 2025 OtherProfessionalFeesSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 49,730 49,730   0
FOUNDATION MANAGEMENT CONSULTING 205,999 0   205,999


TY 2025 TaxesSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 12,500 0   0