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
SUNITA AND BRIAN PEREIRA FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) 75 ARLINGTON ST
  Room/suite
City or town
WINCHESTER
State or province
MA
Country  
ZIP or foreign postal code
01890
A Employer identification number

83-2884106
B Telephone number (see instructions)

6174290695
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)$2,501,291J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 15,585 15,585  
4 Dividends and interest from securities... 53,222 53,222  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 179,905
b Gross sales price for all assets on line 6a 742,096
7 Capital gain net income (from Part IV, line 2)... 179,905
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........ 248,712 248,712  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,500 3,750   3,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,598 11,598   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2 1   1
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,100 15,349   3,751
25 Contributions, gifts, grants paid....... 211,250 211,250
26 Total expenses and disbursements. Add lines 24 and 25 ................ 230,350 15,349   215,001
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,362
b Net investment income (if negative, enter -0-) 233,363
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............. 69,267 166,415 166,415
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 1,476,301 Click to see attachment
List of Attached Documents:
// Content
1,627,530 		2,054,101
c Investments—corporate bonds (attach schedule)....... 487,931 Click to see attachment
List of Attached Documents:
// Content
266,516 		280,775
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,255 0 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
790 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,044,544 2,060,461 2,501,291
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 2,500  
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)......... 2,500 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........... 2,042,044 2,060,461
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)..... 2,042,044 2,060,461
30 Total liabilities and net assets/fund balances (see instructions). 2,044,544 2,060,461
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
2,042,044
2
Enter amount from Part I, line 27a .....................
2
18,362
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
55
4
Add lines 1, 2, and 3 ..........................
4
2,060,461
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
2,060,461
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 742,096   562,191 179,905
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       179,905
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 179,905
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,244
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 3,244
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 3,244
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,518
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 1,518
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 52
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,778
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)
MA
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 ofTHE FOUNDATION Telephone no. (617) 429-0695

Located at75 ARLINGTON STWINCHESTERMA ZIP+401890
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BRIAN PEREIRA TRUSTEE
1.00 		0 0 0
75 ARLINGTON STREET
WINCHESTER,MA01890
SUNITA PEREIRA TRUSTEE
1.00 		0 0 0
75 ARLINGTON STREET
WINCHESTER,MA01890
NATASHA VP SOMMERFELD DIRECTOR
1.00 		0 0 0
174 VALENTINE STREET
WEST NEWTON,MA02465
NIKHIL L PEREIRA-KAMATH DIRECTOR
1.00 		0 0 0
212 WEST SPRINGFIELD STREET APT NO
2
BOSTON,MA02118
SHUBHA RAMANI DIRECTOR
1.00 		0 0 0
100 STANLEY ROAD
WABAN,MA02468
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,343,668
b
Average of monthly cash balances.......................
1b
106,215
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,449,883
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
2,449,883
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,748
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,413,135
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
120,657
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
120,657
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,244
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,244
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
117,413
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
117,413
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
117,413
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
215,001
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
215,001
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 7 117,413
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...... 34,387
b From 2021......  
c From 2022......  
d From 2023...... 13,541
e From 2024...... 108,531
f Total of lines 3a through e ........ 156,459
4Qualifying distributions for 2025 from Part
XI, line 4: $ 215,001
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..... 117,413
e Remaining amount distributed out of corpus 97,588
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 5 254,047
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) ... 		34,387
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		219,660
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 13,541
d Excess from 2024 .... 108,531
e Excess from 2025 .... 97,588
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

AMERICAN INDIA FOUNDATION

216 EAST 45TH ST 7TH FL
NEW YORK,NY10017 		    LIVELIHOOD, SKILLS TRAINING, HEALTHCARE TO IMPROVE HUMAN CAPITAL 65,000

BUCKINGHAM BROWNE & NICHOLS SCHOOL

80 GERRYS LANDING ROAD
CAMBRIDGE,MA02138 		    PROVIDE SUPPORT FOR EDUCATION OF UNDERPRIVILEGED SCHOOL CHILDREN 2,000

FREELAND

492 HILL ST PO BOX 552
GREEN LAKE,WI54941 		    SUPPORT BUILDING CAPACITY OF FRONTLINE PERSONNEL 5,000

ILLUSTRATION INSTITUTE

2 UNION STREET
PORTLAND,ME04101 		    INSTITUTE FOR DEVELOPEMENT OF GRAPHIC ARTIST RESIDENCY ON PEAKS ISLAND 1,000

NURTURY EARLY EDUCATION

2201 WASHINGTON ST SUITE 306
ROXBURY,MA02119 		    INVESTING IN EARLY CHILDHOOD EDUCATION AND HEALTHY DEVELOPMENT 250

OFFICE OF THE ARCHBISHOP

66 BROOKS DR
BRAINTREE,MA02184 		    SUPPORTS BROAD RANGE OF EDUCATION, SOCIAL AND COMMUNITY NEEDS IN BOSTON AREA 1,000

PEABODY ESSEX MUSEUM

161 ESSEX ST
SALEM,MA01970 		    NAMING OF MUSEUM SKYBRIDGE 70,000

PEAKS ISLAND FUND

PO BOX 141
PEAKS ISLAND,ME04108 		    SUPPORT OF NON PROFITS WORKING FOR PEAKS ISLAND 10,000

PRINCETON UNIVERSITY

PO BOX 5357
PRINCETON,NJ085435357 		    EDUCATION 15,000

TASVEER

363 MERCER ST
SEATTLE,WA98109 		    TO INSPIRE SOCIAL CHANGE THROUGH THOUGHT PROVOKING SOUTH ASIAN FILMS, ART AND STORYTELLING 1,000

THE GREATER BOSTON FOOD BANK

70 S BAY AVE
BOSTON,MA02118 		    FOOD AND OTHER SUPPORTS FOR HOLESS POPULATION IN BOSTON 1,000

THE HUNTINGTON

340 ADAM STREET302
WASHINGTON,DC20002 		    BOSTON'S LEADING THEATER PROFESSIONAL COMPANY 15,000

TRUSTEES OF TUFTS COLLEGE

419 BOSTON AVE
MEDFORD,MA02155 		    ESTABLISHED AN ENDOWED CHAIR IN NEPHROLOGY AT TUFTS UNIVERSITY SCHOOL OF MEDICINE 10,000

VELLORE CMC FOUNDATION

PO BOX 22423
NEW YORK,NY10087 		    SUPPORTS FREE CARE TO INDIGENT PATIENTS AND VILLAGES IN INDIA 10,000

WELLAN MONTESSORI SCHOOL

80 CRESENT AVE
NEWTON,MA02111 		    INDEPENDENT COEDUCATIONAL MONTESSORI SCHOOL FOR STUDENTS FROM AGES 15 MONTHS TO GRADE 8 5,000
Total ................................. 3a 211,250
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 15,585  
4 Dividends and interest from securities ....     14 53,222  
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 ............ 		    18 179,905  
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) .. 0 248,712 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
248,712
(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:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,500 3,750   3,750

TY 2025 InvestmentsCorpBondsSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Name of Bond End of Year Book Value End of Year Fair Market Value
ARES CAPITAL CORP 1,838 1,957
MARRIOTT INTERNATIONAL 7,972 8,135
ANTHEM INC 4,847 5,005
GOLDMAN SACHS GROUP INC 953 994
BAT CAPITAL CORP 11,564 12,510
WELLS FARGO & COMPANY 7,321 7,817
JEFFERIES FIN GROUP INC 995 1,039
KILROY REALTY LP 7,656 8,041
FOX CORP 5,900 6,077
WRKCO INC 7,902 8,146
RELX CAPITAL INC 11,474 11,961
JHUMANA INC 3,747 3,927
GLOBAL PAYMENTS INC 1,790 1,907
CVS HEALTH CORP 7,414 7,812
ANTHEM INC 1,711 1,836
FIFTH THIRD BANCORP 7,685 8,096
BP CAP MARKETS AMERICA 2,673 2,698
SAN DIEGO G & E 1,695 1,785
WELLS FARGO & COMPANY 882 951
PROLOGIS LP 885 884
CROWN CASTLE INTL CORP 8,238 8,940
VMWARE INC 8,105 8,886
EQUIFAX INC 8,213 8,895
ARES CAPITAL CORP 8,367 8,873
APTIV PLC 5,192 5,607
AMERICAN TOWER CORP 5,467 5,840
WORKDAY INC 7,231 7,655
COREBRIDGE FINANCIAL INC 7,148 7,593
AMERICAN HOMES 4 RENT 6,988 7,556
XCEL ENERGY INC 11,237 11,934
GOLDMAN SACHS GROUP INC 800 896
GLOBAL PAYMENTS INC 7,885 8,136
BOARDWALK PIPELINES LP 3,471 3,731
DISCOVER FINACNIAL SVS 6,265 6,640
EQUITABLE HOLDINGS INC 8,032 8,351
BOEING CO 5,033 5,383
HUMANA INC 8,160 8,403
ENTERGY LOUISIANA LLC 2,793 2,892
CAPITAL ONE FINANCIAL CO 2,954 3,077
CITIGROUP INC 3,848 4,048
WELLS FARGO & COMPANY 2,885 3,047
SEMPRA ENERGY 9,954 10,443
KINDER MORGAN ENER PART 7,728 8,044
MORGAN STANLEY 7,289 7,672
BANK OF NY MELLON CORP 4,225 4,313
ELEVANCE HEALTH INC 1,003 1,033
CONOCOPHILLIPS COMPANY 5,962 6,083
ELEVANCE HEALTH INC 1,021 1,021
ENTERPRISE PRODUCTS 990 1,012
VERIZON GLOBAL FDG CORP 3,128 3,193

TY 2025 InvestmentsCorpStockSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Name of Stock End of Year Book Value End of Year Fair Market Value
CRM SMALL/MID CAP VALUE 10,712 10,646
GQG PARTNERS EMERGING 9,076 8,936
INVESCO S&P 500 EQUAL 18,622 25,094
ISHARES CORE S&P SMALL 3,527 3,605
ISHARES BIOTECHNOLOGY 2,311 2,363
ISHARES EXPANDED 2,151 2,325
ISHARES 7-10 YEAR 5,767 5,866
ISHARES 20+ YEAR 6,706 6,450
ISHARES 3-7 YEAR 10,913 11,219
ISHARES MSCI EMERGING 4,359 5,077
ISHARES CORE MSCI EUROPE 1,271 1,775
JP MORGAN GLOBAL 46,226 54,265
LOOMIS SAYLES GROWTH 15,285 17,972
LOOMIS SAYLES GLOBAL 25,301 27,098
PIMCO INCOME FUND CL I2 3,466 3,638
PRINCIPAL MIDCAP FUND 17,504 18,066
SPDR S&P 500 ETF TRUST 7,245 8,865
ST SRT HEALTH CARE 5,401 6,037
ST STRT CONSUMER 4,530 4,661
ST STRT FINANCIAL 8,055 9,366
ST STRT TECHNOLOGY 5,570 9,790
ST STRT UTILITIES 2,068 2,177
STATE STRT CONS 1,655 2,262
STATE STRT COMTN 4,621 6,945
T ROWE PRICE GLOBAL 49,676 54,633
VANGUARD MSCI PACIFIC 3,923 5,062
VANGUARD FTSE EMERGING 8,067 9,032
VANGUARD FTSE ALL WORLD 6,493 8,754
VANGUARD SHORT TERM 8,914 9,089
VANGUAR DINTERMEDIATE 4,684 4,690
VANGUARD TOTAL INTL STK 7,384 8,977
ALPHABET INC SHS CL C 16,034 36,401
AMAZON COM INC COM 39,845 55,397
BLACKSTONE INC 22,469 34,990
BLUE OWL CAP INC 48,396 39,681
BOEING COMPANY 30,681 29,745
BROADCOM INC 14,461 41,186
DRAFTKINGS INC 25,496 21,124
EATON CORP PLC 37,371 36,629
ELI LILLY & CO 41,640 78,452
EMERSON ELEC CO 20,927 34,640
GOLDMAN SACHS GROUP INC 38,486 79,110
HONEYWELL INTL INC DEL 22,517 23,996
INTL BUSINESS MACHINES 19,708 20,438
INTUITIVE SURGICAL INC 32,830 45,875
JPMORGAN CHASE & CO 39,315 55,422
MERCADOLIBRE INC 30,656 34,242
META PLATFORMS INC 16,709 30,364
MICROSOFT CORP 7,989 17,410
NVIDIA 9,741 38,046
ROBLOX CORP REG SHS CL A 24,555 17,097
SERVICENOW INC 38,451 32,936
SOLSTICE ADVANCED 1,378 1,457
THERMO FISHER SICENTIFIC 29,152 41,720
UBER TECHNOLOGIES INC 15,847 31,867
VERTEX PHARMCTLS INC 35,056 36,269
VERTIV HLDG CO 19,691 36,290
WELLS FAGO & CO 38,930 44,270
ZOETIS INC 12,251 10,066
ARISTOTLE INTERNATIONAL 54,895 73,434
ARTISAN INTERNATIONAL 66,372 82,879
GQG PARTNERS EMERGING 20,298 21,184
GS GQG PARTNERS 46,081 58,804
JOHN HANCOCK INTL GROWTH 46,656 67,977
JP MORGAN BETABUILDERS 15,430 17,862
MATTHEWS INDIA FUND 12,993 14,227
PACER DEVELOPED MARKETS 17,711 23,479
SEAFARER OVERSEAS GROWTH 26,986 33,762
TOUCHSTONE SANDS CAPITAL 18,344 23,331
AKAMAI TECHNOLOGIES INC 1,941 2,094
ALBANY INTL CRP NEW CL A 1,590 913
ALBEMARLE CORP 3,984 2,829
ARCHROCK INC 1,462 3,773
ARROW ELECTRONICS 2,477 2,204
AVANTOR INC 1,917 1,444
BIO RAD LABS CL A 3,262 2,424
BORD WARNER INC COM 2,551 2,749
BOX IN CL A 2,457 2,812
BXP INC 2,038 2,294
CABOT CORP 2,057 1,790
CACI INTL INC CL A 2,849 2,664
CBRE GROUP INC 2,093 4,663
CENTENE CORP 2,509 1,769
CF INDS HLDGS INC 3,153 3,326
CHARLES RIVER LABS INTL 2,804 2,793
CIRRUS LOGIC INC DEL 2,686 2,963
CONMED CORP 2,603 1,137
COPT DEFENSE PROEPRTIES 1,423 1,696
D R HORTON INC 1,467 2,160
DARDEN RESTAURANTS INC 2,304 2,760
EAST WEST BANCORP INC 2,080 2,585
EASTMAN CHEMICAL CO 2,200 1,660
EMCOR GROUP IN 2,493 2,447
FIRSTCASH HLDGS INC 1,711 2,869
FORMFACTOR INC 1,754 2,901
GATX CORPORATION 2,402 3,731
HEXCEL CORP NEW COM 2,614 2,808
HOLOGIC INC 3,140 2,905
HOULIHAN LOKEY INC 1,649 3,310
HUNTINGTON INGALLS INDS 2,718 4,421
INSPERITY INC 3,041 968
MDU RESOURCES GRP INC 2,727 2,752
MIDDLEBY CORP 2,638 2,825
MONOLITHIC PWR SYSTEMS 1,456 2,719
MOOG INC CL A 1,715 4,140
ON SEMICONDUCTOR CRP COM 3,093 2,220
PAPA JOHNS INTL INC 2,044 1,347
PENN ENTERTAINMENT INC 1,355 752
QIAGEN NV REG SHS 2,454 2,383
RAYMOND JAMES FINL INC 2,397 4,175
REINSURNCE GROUP AMERICA 2,546 3,866
REPUBLIC SERVICES INC 1,906 2,967
RYDER SYSTEM INC 1,738 3,828
SBA COMMUNICATIONS CORP 2,930 2,321
SMITH A O CORP DEL 2,945 2,876
SNAP ON INC COM 2,704 3,791
SONOCO PRODUCTS CO 2,560 1,833
SYNOPSYS INC 1,153 939
TELEDYNE TECH INC 3,563 4,086
VAMONT INDUSTRIES 2,178 3,219
WEBSTER FINL CP PV 1,874 2,958
WEC ENERGY GROUP INC SHS 1,803 2,109
WEX INC 2,703 1,937
WINTRUST FINL CP ILL COM 2,616 2,657
WOODWARD INC 1,967 6,046
AFFILIATED MGRS GRP 954 849
ALLSTATE CORP 816 766
AMERICAN FINCL GRP INC 763 621
ARCH CAPITAL GRP LTD 2,423 2,045
ASSURANT INC 337 292
AT&T INC 3,095 2,926
BANK OF NY MELLON CORP 1,869 1,898
CAPITAL ONE FINCL CORP 1,995 1,870
CHARLES SCHWAB CORP 782 693
CITIZENS FINANCIAL GROUP 2,662 2,541
CMS ENERGY CORP 1,992 1,884
COREBRIDGE FINCL INC 1,051 977
CTS FEDERAL REALTY 319 302
DIGITAL REALTY TRUST INC 669 645
DTE ENERGY CO 2,018 1,841
DUKE ENERGY CORP 773 771
ENTERGY ARKANSAS LLC 609 559
ENTERGY LOUISIANA LLC 497 450
EQUITABLE HOLDINGS INC 1,068 944
FIFTH THIRD BANCORP 1,038 925
GLOBE LIFE INC 208 168
GOLDMAN SACHS GROUP INC 371 311
HUNTINGTON BANCSHARES 2,316 2,259
JP MORGAN CHASE & CO 4,058 3,808
KEYCORP 991 1,059
KEYCORP FXED FLTG RATE 1,026 1,066
KIMCO REALTY CORP 560 516
M&T BANK CORP 1,451 1,537
METLIFE INC 1,683 1,578
MORGAN STANLEY 6,443 6,149
NEXTERA ENERGY CAP 2,474 2,419
NORTHERN TRUST CORP 1,114 971
PRUDENTIAL FINANCIAL INC 1,722 1,638
PUBLIC STORAGE 6,126 5,512
REGIONS FINANCIAL CORP 2,271 2,205
REINSURANCE GRP OF AMER 765 755
RENAISSANCERE HLDGS LTD 1,310 1,152
SOUTHERN CO 388 346
SPIRE INC 246 240
STIFEL FINANCIAL CORP 1,113 1,004
THE ALLSTATE CORP 1,312 1,235
THE SOUTHERN CORP 1,661 1,539
TRANSICANADA PIPELINES 325 319
TRUIST FINANCIAL CORP 3,170 2,900
US BANCORP 2,551 2,302
UMB FINANCIAL CORP 611 648
US BANCORP 1,970 1,717
VOYA FINANCIAL INC 260 272
WR BERKLEY CORP 1,917 1,675
WEBSTER FINANCIAL CORP 270 248
WELLS FARGO & CO 4,410 4,156
XCEL ENERGY INC 649 649
PRINCIPAL CAPITAL 47,733 50,547

TY 2025 OtherAssetsSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST PAID 790    


TY 2025 OtherIncreasesSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Description Amount
PRIOR PERIOD ADJUSTMENT 55


TY 2025 OtherProfessionalFeesSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 11,598 11,598   0


TY 2025 TaxesSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 2 1   1