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
KAUFMAN FAMILY FOUNDATION 16115009633
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 120
  Room/suite
City or town
NEWPORT
State or province
VT
Country  
ZIP or foreign postal code
05855
A Employer identification number

03-6111428
B Telephone number (see instructions)

8023341677
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$21,587,465J 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      
4 Dividends and interest from securities... 442,441 442,441  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 533,425
b Gross sales price for all assets on line 6a 4,290,310
7 Capital gain net income (from Part IV, line 2)... 533,425
8 Net short-term capital gain......... 0
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........ 975,866 975,866  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 83,968 50,381   33,587
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 900 0 360
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,953 5,748   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,821 57,029 0 33,947
25 Contributions, gifts, grants paid....... 990,168 990,168
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,084,989 57,029 0 1,024,115
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -109,123
b Net investment income (if negative, enter -0-) 918,837
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 317,442 191,024 191,024
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
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 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,984,048 Click to see attachment
List of Attached Documents:
// Content
12,385,767 		18,791,195
c Investments—corporate bonds (attach schedule)....... 2,995,675 Click to see attachment
List of Attached Documents:
// Content
2,605,424 		2,605,246
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
7 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,297,172 15,182,215 21,587,465
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
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........ 15,297,172 15,182,215
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)..... 15,297,172 15,182,215
30 Total liabilities and net assets/fund balances (see instructions). 15,297,172 15,182,215
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
15,297,172
2
Enter amount from Part I, line 27a .....................
2
-109,123
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
11,301
4
Add lines 1, 2, and 3 ..........................
4
15,199,350
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
17,135
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
15,182,215
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 99. HONEYWELL INTERNATIONAL INC   2024-08-21 2025-01-22
b 1191. HONEYWELL INTERNATIONAL INC   2022-12-01 2025-01-22
c 1952. NOVARTIS AG ADR   2023-10-20 2025-01-22
d 433. PROGRESSIVE CORP   2023-10-20 2025-01-22
e 355. XYLEM INC   2024-08-21 2025-01-22
745. XYLEM INC   2023-10-20 2025-01-22
150000. BAXTER CREDIT UNION VERNON HILLS IL CD DTD 01/24/2023 4.8% 01/   2023-01-11 2025-01-24
200000. MACHIAS SAVINGS BANK ME CD DTD 02/09/202   2023-02-07 2025-02-07
13. ADOBE SYS INC   2024-08-21 2025-04-15
512. ADOBE SYS INC   2023-10-20 2025-04-15
808. EXXON MOBIL CORP   2024-08-21 2025-04-15
458. EXXON MOBIL CORP   2023-10-20 2025-04-15
555. MERCK & CO INC   2024-08-21 2025-04-15
2008. MERCK & CO INC   2024-04-05 2025-04-15
58. ZOETIS INC CL A   2024-08-21 2025-04-15
1144. ZOETIS INC CL A   2024-04-05 2025-04-15
200000. FINANCIAL FEDERAL BANK 6 MONTH EWP 5.2%   2023-06-29 2025-06-27
322. AMAZON COM INC   2022-05-23 2025-07-07
142. AMERICAN EXPRESS CO   2023-10-20 2025-07-07
86. ARISTA NETWORKS INC   2023-10-20 2025-07-07
452. BANK AMER CORP COM   2025-01-22 2025-07-07
27. BLACKROCK   2023-10-20 2025-07-07
77. BROADCOM INC   2024-10-01 2025-07-07
1. EMERSON ELECTRIC CO   2025-04-15 2025-07-07
100000. SALLIE MAE BANK BANK MURRAY UTAH CD DTD 07/06/2022 3.4% 07/07/   2022-06-29 2025-07-07
50. UNITEDHEALTH GROUP INC   2024-08-21 2025-07-25
445. UNITEDHEALTH GROUP INC   2023-10-20 2025-07-25
150. ALPHABET INC CL C   2024-08-21 2025-08-15
158. ALPHABET INC CL C   2023-01-17 2025-08-15
113. AMAZON COM INC   2022-05-23 2025-08-15
330. ARISTA NETWORKS INC   2023-10-20 2025-08-15
14. BLACKROCK   2023-10-20 2025-08-15
816. BROADCOM INC   2024-10-01 2025-08-15
34. BROADCOM INC   2023-10-20 2025-08-15
1039.321 CAUSEWAY INTERNATIONAL VALUE INSTL   2024-08-21 2025-08-15
57. ECOLAB INC   2023-10-20 2025-08-15
40. EMERSON ELECTRIC CO   2025-04-15 2025-08-15
50. META PLATFORMS INC CL A   2025-01-22 2025-08-15
9.328 FIDELITY ADVISOR FOCUSED EMERGING MARKET   2024-08-21 2025-08-15
75000. DAY AIR CREDIT UNION 6 MONTH EWP 5.36% 0   2023-08-22 2025-08-25
619. APPLE COMPUTER, INC   2017-01-19 2025-09-04
427. ALPHABET INC CL C   2023-01-17 2025-09-19
36. AMERICAN EXPRESS CO   2023-10-20 2025-09-19
109. AMPHENOL CORP CLASS A   2025-09-04 2025-09-19
55. ARISTA NETWORKS INC   2023-10-20 2025-09-19
352. BANK AMER CORP COM   2025-01-22 2025-09-19
110. BROADCOM INC   2023-10-20 2025-09-19
289.634 CAUSEWAY INTERNATIONAL VALUE INSTL   2024-08-21 2025-09-19
67. META PLATFORMS INC CL A   2025-01-22 2025-09-19
91. META PLATFORMS INC CL A   2024-08-21 2025-09-19
3822.525 FIDELITY ADVISOR FOCUSED EMERGING MARKET   2024-08-21 2025-09-19
363. J P MORGAN CHASE & CO   2023-10-20 2025-09-19
61. KLA CORPORATION   2024-08-21 2025-09-19
34. LOWE'S CO   2023-10-20 2025-09-19
397.224 MFS RESEARCH INTERNATIONAL I   2024-08-21 2025-09-19
138. MICROSOFT CORP   2023-10-20 2025-09-19
100000. ROGUE CREDIT UNION MEDFORD OR CD CLL DTD 01/20/2023 5.05% 01/2   2023-01-17 2025-10-20
100000. US TREASURY NTS DTD 11/02/2022 4.5% 11/1   2022-12-19 2025-11-15
2182. MONDELEZ INTERNATIONAL INC   2024-08-21 2025-12-03
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 22,134   19,877 2,257
b 266,274   226,915 39,359
c 192,660   186,004 6,656
d 102,973   67,487 35,486
e 43,211   45,815 -2,604
90,682   69,456 21,226
150,000   150,000  
200,000   200,000  
4,573   7,341 -2,768
180,111   278,080 -97,969
83,763   92,484 -8,721
47,480   49,835 -2,355
44,132   64,585 -20,453
159,672   257,639 -97,967
8,780   10,624 -1,844
173,174   191,980 -18,806
200,000   200,000  
72,081   34,030 38,051
46,110   20,569 25,541
8,748   4,028 4,720
22,103   20,840 1,263
29,157   16,712 12,445
21,281   12,811 8,470
138   101 37
100,000   100,000  
14,174   28,974 -14,800
126,150   235,753 -109,603
31,023   25,158 5,865
32,678   14,543 18,135
25,995   11,942 14,053
44,910   15,457 29,453
16,020   8,665 7,355
244,710   135,761 108,949
10,196   2,934 7,262
24,497   22,314 2,183
15,949   9,162 6,787
5,311   4,036 1,275
39,473   31,397 8,076
360   296 64
75,000   75,000  
147,341   15,607 131,734
107,937   32,912 75,025
12,306   5,215 7,091
13,330   12,236 1,094
8,097   2,576 5,521
18,346   16,229 2,117
37,574   9,492 28,082
6,882   6,213 669
52,125   42,072 10,053
70,796   48,243 22,553
154,430   109,821 44,609
113,216   52,228 60,988
63,080   50,441 12,639
9,093   6,503 2,590
10,868   10,101 767
70,771   45,191 25,580
100,000   100,000  
100,000   101,311 -1,311
122,703   141,889 -19,186
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
      95,732
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       2,257
b       39,359
c       6,656
d       35,486
e       -2,604
      21,226
       
       
      -2,768
      -97,969
      -8,721
      -2,355
      -20,453
      -97,967
      -1,844
      -18,806
       
      38,051
      25,541
      4,720
      1,263
      12,445
      8,470
      37
       
      -14,800
      -109,603
      5,865
      18,135
      14,053
      29,453
      7,355
      108,949
      7,262
      2,183
      6,787
      1,275
      8,076
      64
       
      131,734
      75,025
      7,091
      1,094
      5,521
      2,117
      28,082
      669
      10,053
      22,553
      44,609
      60,988
      12,639
      2,590
      767
      25,580
       
      -1,311
      -19,186
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 533,425
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 12,772
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,772
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,772
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 13,464
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,464
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... 10 692
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax692 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VT
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 ofCOMMUNITY FINANCIAL SERVICES LLC Telephone no. (802) 334-1677

Located atPO BOX 120NEWPORTVT ZIP+405855
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
COMMUNITY FINANCIAL SERVICES GROUP TRUSTEE
1 		83,968    
PO BOX 120
NEWPORT,VT05855
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.........................  
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
20,371,181
b
Average of monthly cash balances.......................
1b
641,222
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
21,012,403
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
21,012,403
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
315,186
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,697,217
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,034,861
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
1,034,861
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
12,772
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,772
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,022,089
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,022,089
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
1,022,089
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
1,024,115
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,024,115
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 1,022,089
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...... 0
b From 2021...... 6,511
c From 2022...... 2,246
d From 2023...... 29,642
e From 2024...... 0
f Total of lines 3a through e ........ 38,399
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,024,115
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..... 1,022,089
e Remaining amount distributed out of corpus 2,026
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 40,425
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		40,425
10 Analysis of line 9:
a Excess from 2021 .... 6,511
b Excess from 2022 .... 2,246
c Excess from 2023 .... 29,642
d Excess from 2024 .... 0
e Excess from 2025 .... 2,026
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

QUODDY TIDES FOUNDATION

43 WATER STREET
EASTPORT,ME04631 		NONE   GENERAL SUPPORT 2,737

WISE

38 BANK STREET
LEBANON,NH037661728 		NONE   GENERAL SUPPORT 30,000

PLANNED PARENTHOOD OF
NORTHERN NEW ENGLAND
784 HERCULES DRIVE STE110
COLCHESTER,VT05446 		NONE   GENERAL SUPPORT 7,663

UPPER VALLEY HAVEN

713 HARTFORD AVENUE
WHITE RIVER JUNCTION,VT05001 		NONE   GENERAL SUPPORT 28,000

VERMONT INSTITUTE OF NATURAL
SCIENCE
P O BOX 1281
QUECHEE,VT05059 		NONE   GENERAL SUPPORT 35,000

NORTHFIELD MOUNT HERMON SCHOOL
GIFT RECORDING OFFICE
ONE LAMPLIGHTER WAY
MOUNT HERMON,MA01354 		NONE   SCHOLARSHIP 33,000

UNITED PALESTINIAN APPEAL INC

1330 NEW HAMPSHIRE AVE NW STE 104
WASHINGTON,DC20036 		NONE   GENERAL SUPPORT 16,421

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		NONE   GENERAL SUPPORT 5,474

PLANNED PARENTHOOD OF
AMERICA
123 WILLIAM STREET
NEW YORK,NY10038 		NONE   GENERAL SUPPORT 16,421

NATIONAL LAWYERS GUILD FOUNDATION

PO BOX 1266
NEW YORK,NY100098941 		NONE   GENERAL SUPPORT 8,758

DOCTORS WITHOUT BORDERS USA
USA
PO BOX 5030
HAGERSTOWN,MD21741 		NONE   GENERAL SUPPORT 32,842

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		NONE   GENERAL SUPPORT 16,421

RAINFOREST TRUST

7200 LINEWEAVER ROAD SUITE 100
WARRENTON,VA20187 		NONE   GENERAL SUPPORT 5,474

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE   GENERAL SUPPORT 27,368

AMERICAN CIVIL LIBERTIES UNION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE   GENERAL SUPPORT 27,368

SKIDMORE COLLEGE

815 NORTH BROADWAY
SARATOGA SPRINGS,NY128661632 		NONE   GENERAL SUPPORT 33,000

THE PET FUND

2747 14TH STREET
SACRAMENTO,CA95818 		NONE   GENERAL SUPPORT 20,000

UNRWA USA NATIONAL COMMITTEE INC
DBA UNRWA USA
PO BOX 18697
WASHINGTON,DC20036 		NONE   GENERAL SUPPORT 27,368

MOUNTAIN VALLEY HORSE RESCUE

33933 COLORADO RIVER ROAD
MCCOY,CO80463 		NONE   GENERAL SUPPORT 10,000

ONE ACRE FUND

1954 FIRST STREET 184
Highland Park,IL60035 		NONE   GENERAL SUPPORT 10,948

WELLS MOUNTAIN INITIATIVE

25 D MAIN STREET
BRISTOL,VT05443 		NONE   GENERAL SUPPORT 22,000

KELLY BRUSH FOUNDATION

THREE MAIN STREET SUITE 105
BURLINGTON,VT05401 		NONE   GENERAL SUPPORT 10,000

WORLD CUP OF DREAMS FOUNDATION

PO BOX 981564
PARK CITY,UT84098 		NONE   GENERAL SUPPORT 30,000

ZACK S PLACE ENRICHMENT CENTER INC

73 CENTRAL STREET SUITE A PO BOX 6
WOODSTOCK,VT05091 		NONE   GENERAL SUPPORT 33,000

VERMONT FOOD BANK
Wilson Industrial Park
33 PARKER ROAD
BARRE,VT05641 		NONE   GENERAL SUPPORT 6,569

CENTER FOR CONSTITUTIONAL RIGHTS

666 BROADWAY 7TH FLOOR
NEW YORK,NY10012 		NONE   GENERAL SUPPORT 21,895

CENTRO LEGAL DE LA RAZA INC

3400 EAST 12TH STREET
OAKLAND,CA94601 		NONE   GENERAL SUPPORT 2,190

ABORTION CARE NETWORK

1300 I ST NW STE 400E
WASHINGTON,DC200053318 		NONE   GENERAL SUPPORT 5,474

HIGH FIVES FOUNDATION

PO BOX 3212
TRUCKEE,CA96160 		NONE   GENERAL SUPPORT 25,000

DARTMOUTH HITCHCOCK HEALTH
OFFICE OF DEVELOPMENT
1 MEDICAL CENTER DRIVE
LEBANON,NH03756 		NONE   GENERAL SUPPORT 38,000

NORTHEAST COONHOUND RESCUE INC

PO BOX 326
LEXINGTON,MA02421 		NONE   GENERAL SUPPORT 10,000

GLOBALGIVING

1 THOMAS NW SUITE 800
WASHINGTON,DC20005 		NONE   GENERAL SUPPORT 3,285

HELPING HAND FOR RELIEF AND
DEVELOPMENT
21199 HILLTOP STREET
SOUTHFIELD,MI48033 		NONE   GENERAL SUPPORT 8,758

INNOCENCE PROJECT INC

40 WORTH ST RM 701
NEW YORK,NY10013 		NONE   GENERAL SUPPORT 16,421

INTERNATIONAL RELIEF TEAMS

3545 CAMINO DEL RIO SOUTH STE A
SAN DIEGO,CA92108 		NONE   GENERAL SUPPORT 13,684

SHRIVER CENTER ON POVERTY LAW

67 EAST MADISION STREET STE 2000
CHICAGO,IL60603 		NONE   GENERAL SUPPORT 27,368

WATER FOR LIFE HAITI

PO BOX 456
KALONA,IA522470456 		NONE   GENERAL SUPPORT 5,474

THE CYCLE EFFECT

PO BOX 1503
EAGLE,CO81631 		NONE   GENERAL SUPPORT 33,000

SOCIAL GOOD FUND

12651 SAN PABLO AVENUE
RICHMOND,CA94805 		NONE   GENERAL SUPPORT 5,474

SONOMA LAND TRUST

822 5TH ST
SANTA ROSA,CA954044517 		NONE   GENERAL SUPPORT 5,474

CENTER FOR INTERNATIONAL POLICY

2000 M STREET NW SUITE 720
WASHINGTON,DC20036 		NONE   GENERAL SUPPORT 21,895

CONSERVATION INTERNATIONAL FOUNDATION

2011 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		NONE   GENERAL SUPPORT 6,569

RAINN
Rape Abuse & Incest National Network
1220 L STREET NW STE 505
WASHINGTON,DC20005 		NONE   GENERAL SUPPORT 2,737

AMAZON CONSERVATION ASSOCIATION

1012 14TH STREET
WASHINGTON,DC20005 		NONE   GENERAL SUPPORT 5,474

AMAZON CONSERVATION TEAM

4211 N FAIRFAX DRIVE
ARLINGTON,VA22203 		NONE   GENERAL SUPPORT 5,474

GEORGIA FOOD BANK ASSOCIATION INC

PO BOX 48857
ATHENS,GA30604 		NONE   GENERAL SUPPORT 3,000

UNITED NATIONS FOUNDATION

PO BOX 96619
WASHINGTON,DC20090 		NONE   GENERAL SUPPORT 13,137

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36104 		NONE   GENERAL SUPPORT 27,368

San Francisco Baykeeper

1736 FRANKLIN ST SUITE 800
Oakland,CA94612 		NONE   GENERAL SUPPORT 5,474

FOOD FOR THOUGHT
HUMANE SERVICE
PO BOX 1608
FORESTVILLE,CA95436 		NONE   GENERAL SUPPORT 2,190

PLOWSHARES PEACE AND JUSTICE CENTER

PO BOX 475
UKIAH,CA95482 		NONE   GENERAL SUPPORT 1,500

LA LUZ CENTER

17560 GREGOR STREET
SONOMA,CA95476 		NONE   GENERAL SUPPORT 5,474

WORLD NEIGHBORS INC

5600 N MAY AVENUE STE 160
OKLAHOMA CITY,OK73112 		NONE   GENERAL SUPPORT 5,474

UNIVERSITY OF TEXAS FOUNDATION

1515 HOLCOMBE BLVD UNIT 0429
HOUSTON,TX78759 		NONE   GENERAL SUPPORT 33,000

VERMONT ADAPTIVE SKI & SPORTS

PO BOX 139
KILLINGTON,VT05751 		NONE   GENERAL SUPPORT 30,000

VAIL HEALTH SERVICES FOUNDATION
AT VAIL HEALTH
PO BOX 1529
VAIL,CO81658 		NONE   GENERAL SUPPORT 44,000

DOLORES C HUERTA FOUNDATION

PO BOX 2087
BAKERFIELD,CA93303 		NONE   GENERAL SUPPORT 4,379

MENDOCINO LAND TRUST INC

PO BOX 2058
FORT BRAGG,CA954372058 		NONE   GENERAL SUPPORT 5,474

MAYACAMAS VOLUNTEER FIRE DEPT

PO BOX 225
GLEN ELLEN,CA95442 		NONE   GENERAL SUPPORT 5,474

ABODE SERVICES
Human Services
40849 FREMONT BOULEVARD
FREMONT,CA94538 		NONE   GENERAL SUPPORT 5,474

RAINFOREST FOUNDATION US

PO BOX 26908
BROOKLYN,NY11202 		NONE   GENERAL SUPPORT 7,663

DIRECT RELIEF

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		NONE   GENERAL SUPPORT 17,377

UFW FOUNDATION

29700 WOODFORD TEHACAPI
KEENE,CA93531 		NONE   GENERAL SUPPORT 8,758

GREENPEACE FUND

702 H STREET NW SUITE 300
WASHINGTON,DC20001 		NONE   GENERAL SUPPORT 5,474
Total ................................. 3a 990,168
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 442,441  
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 ............ 		    18 533,425  
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) ..   975,866  
13Total. Add line 12, columns (b), (d), and (e)..................
13
975,866
(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:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 900   360

TY 2025 InvestmentsCorpBondsSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Name of Bond End of Year Book Value End of Year Fair Market Value
BAXTER CREDIT UNION VERNON HIL    
MACHIAS SAVINGS BANK ME CD DTD    
FINANCIAL FEDERAL BANK 6 MONTH    
SALLIE MAE BANK BANK MURRAY UT    
DAY AIR CREDIT UNION 6 MONTH E    
CAPITAL ONE NA VA CD DTD 150,000 149,846
CAPITAL ONE BANK (USA) NATIONA 150,000 149,846
MORGAN STANLEY BANK NA CD DTD 150,000 149,846
DISCOVER BANK CD DTD 09/13/202 240,000 239,928
FORBRIGHT BANK POTOMAC MD CD D 150,000 151,251
ROGUE CREDIT UNION MEDFORD OR    
MORGAN STANLEY PRIVATE BANK 50,000 50,683
CITY FEDERAL CREDIT UNION 6 MO 100,000 100,000
VALLEYSTAR CREDIT UNION 200,000 204,372
US TREASURY NTS DTD 11/02/2022    
ISHARES BARCLAYS 7-10 YEAR 725,424 717,257
BANK FIVE NINE OCONOMOWOC WI C 100,000 102,217
PRIME ALLIANCE BANK 6 MONTH EW 100,000 100,000
EASTBANK N.A. 6 MONTH EWP 4.3% 245,000 245,000
HOPE FEDERAL CREDIT UNION 6 MO 245,000 245,000

TY 2025 InvestmentsCorpStockSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 214,234 470,642
LOWES COS INC 181,308 228,620
MCDONALDS CORP 162,612 189,491
O'REILLY AUTOMOTIVE INC 149,025 224,377
MONDELEZ INTERNATIONAL INC    
PROCTER & GAMBLE CO 213,708 204,647
WALMART INC 165,179 330,776
EXXON MOBIL CORP 276,141 560,423
AMERICAN EXPRESS CO 100,816 257,485
BANK OF AMERICA CORPORATION 136,039 250,800
BLACKROCK INC CL A 96,558 166,973
JPMORGAN CHASE & CO 145,606 326,087
PROGRESSIVE CORP    
VERISK ANALYTICS INC 174,498 165,754
VISA INC CL A 259,517 482,577
DANAHER CORP 180,784 186,570
UNITEDHEALTH GROUP INC    
ECOLAB INC 108,178 176,676
HONEYWELL INTERNATIONAL INC    
WASTE MANAGEMENT INC 105,915 147,865
XYLEM INC    
ADOBE INC    
APPLE INC 61,485 717,167
ARISTA NETWORKS INC 40,516 113,341
BROADCOM INC 95,006 381,056
MICROSOFT CORP 246,873 983,199
PALO ALTO NETWORKS INC 244,668 369,137
SERVICENOW INC 150,543 269,614
ALPHABET INC CL C 51,958 591,199
META PLATFORMS INC CL A 207,196 401,995
NEXTERA ENERGY INC 126,569 194,920
PROLOGIS INC 226,542 265,533
NOVARTIS A G SPONSORED ADR    
EATON CORP PLC 213,183 349,087
LINDE PLC 225,810 260,951
CAUSEWAY INTERNATIONAL VALUE 589,650 779,785
FIDELITY ADVISOR FOCUSED 507,368 828,713
MFS RESEARCH INTERNATIONAL I 602,373 779,410
PNC FINANCIAL SERVICES GROUP I 294,041 354,841
ELI LILLY & CO 304,308 416,975
MERCK & CO INC    
VERALTO CORP 234,936 269,107
ZOETIS INC CL A    
KLA CORPORATION 250,551 368,169
NVIDIA CORPORATION 357,125 746,000
FIDELITY INTERMEDIATE BOND 1,390,754 1,447,045
MFS EMERGING DEBT I 330,429 365,614
OSTERWEIS STRATEGIC INCOME 528,097 545,108
VANGUARD GNMA ADMIRAL 514,284 543,113
NETFLIX INC 208,061 205,334
COSTCO WHOLESALE CORPORATION 122,595 114,691
ABBOT LABORATORIES 184,392 180,418
ABBVIE INC 201,391 258,879
EMERSON ELECTRIC CO 176,895 232,658
PARKER HANNIFIN CORP 215,914 281,267
ORACLE CORP 156,618 137,217
PRINCIPAL MIDCAP FUND CLASS R- 361,741 336,272
AMERICAN ELECTRIC POWER CO INC 148,066 158,205
AMPHENOL CORP CLASS A 145,711 175,412

TY 2025 OtherAssetsSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MISC SUNDRY ASSETS 7 0 0


TY 2025 OtherDecreasesSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Description Amount
2025 TRANSACTION POSTED IN 2026 13,291
ROUNDING 12
CHECK RETURNED VOICES FOR RACIAL JUSTICE 3,832


TY 2025 OtherIncreasesSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Description Amount
2024 TRANSACTION POSTED IN 2025 11,301


TY 2025 TaxesSchedule
Name:
KAUFMAN FAMILY FOUNDATION 16115009633
EIN:
03-6111428
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,140 1,140   0
FEDERAL ESTIMATES - PRINCIPAL 4,205 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,731 3,731   0
FOREIGN TAXES ON NONQUALIFIED 877 877   0