Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
The Brian D Stevens Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address) 193 Blue Ravine Road 190
  Room/suite
City or town
Folsom
State or province
CA
Country  
ZIP or foreign postal code
95630
A Employer identification number

82-2946505
B Telephone number (see instructions)

3102839197
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,501,182J 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) 5,125
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 101,584 101,584  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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)....... Click to see attachment
List of Attached Documents:
// Content
205,998 205,998  
12 Total. Add lines 1 through 11........ 312,707 307,582  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,728     12,728
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,690     3,690
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,536 12,453   22,083
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,765      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,789      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
2,850     24,813
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,358 12,453   63,314
25 Contributions, gifts, grants paid....... 342,115 342,115
26 Total expenses and disbursements. Add lines 24 and 25 ................ 405,473 12,453   405,429
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,766
b Net investment income (if negative, enter -0-) 295,129
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............. 37,304 141,635 141,635
2 Savings and temporary cash investments......... 789,800 176,865 176,865
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)....... 69,996 Click to see attachment
List of Attached Documents:
// Content
1,089,730 		1,089,730
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
141,606 		141,606
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans............. 2,828,085 2,726,613 2,726,613
13 Investments—other (attach schedule).......... 1,554,568 Click to see attachment
List of Attached Documents:
// Content
1,224,733 		1,224,733
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,279,753 5,501,182 5,501,182
Liabilities 17 Accounts payable and accrued expenses.......... 6 4,764
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)......... 6 4,764
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........... 5,279,747 5,496,418
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)..... 5,279,747 5,496,418
30 Total liabilities and net assets/fund balances (see instructions). 5,279,753 5,501,182
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
5,279,747
2
Enter amount from Part I, line 27a .....................
2
-92,766
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
309,437
4
Add lines 1, 2, and 3 ..........................
4
5,496,418
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,496,418
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.)
1a
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
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
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  
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 4,102
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,102
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,102
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 102
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 tax0 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. $   (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)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofBrian Stevens Telephone no. (310) 283-9197

Located at193 Blue Ravine Road Ste 190FolsomCA ZIP+495630
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
 
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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 Stevens Chairman
5.00 		0    
193 Blue Ravine Road Ste 190
Folsom,CA95630
Gerald Horan Sect'y/CFO
4.00 		0    
193 Blue Ravine Road Ste 190
Folsom,CA95630
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...................  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,263,621
b
Average of monthly cash balances.......................
1b
41,935
c
Fair market value of all other assets (see instructions)................
1c
2,932,613
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,238,169
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
 
3
Subtract line 2 from line 1d.........................
3
5,238,169
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
78,573
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,159,596
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
257,980
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
257,980
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,102
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,102
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
253,878
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
253,878
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
253,878
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
405,429
b
Program-related investments—total from Part VIII-B..................
1b
 
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
405,429
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 7 253,878
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022...... 112,344
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 112,344
4Qualifying distributions for 2025 from Part
XI, line 4: $ 405,429
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 253,878
e Remaining amount distributed out of corpus 151,551
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 263,895
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		263,895
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 112,344
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 151,551
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
AIDS Project LA


611 S Kingsley Drive
Los Angeles,CA90005 		N/A   General Support 250
Alzheimer's Association


225 N Michigan Ave Floor 17
Chicago,IL60601 		N/A   General Support 3,000
Awakening Recovery


9752 Castello Pl
Los Angeles,CA90035 		N/A   General Support 6,000
Church of the Good Shepherd


504 N Roxbury Drive
Beverly Hills,CA90210 		N/A   General Support 725
DocWalks4Animals


1146 N Central Ave 215
Glendale,CA91202 		N/A   General Support 5,000
Equestrian Order of the Holy Sepulc


555 W Temple Street
Los Angeles,CA90012 		N/A   General Support 1,100
Farm to Fight Hunger


2315 Mill Creek Lane
Healdsburg,CA95448 		N/A   General Support 1,500
Hill Country Org


819 Water Street
Kerrville,TX78028 		N/A   General Support 260
Holy Trinity Catholic Church


4395 Gresham Drive
El Dorado Hills,CA95762 		N/A   General Support 3,825
Old Las Palmas Neighborhood Organiz


PO Box 2658
Palm Springs,CA92262 		N/A   General Support 2,750
Order of Malta


324 Middlefield Road
Menlo Park,CA94025 		N/A   General Support 9,872
Our Lady of Solitude


151 W Alejo Road
Palm Springs,CA92262 		N/A   General Support 3,860
Outer Cape Health Services


710 Route 28
Harwich Port,MA02646 		N/A   General Support 3,500
Project Angel Food


922 Vine Street
Los Angeles,CA90038 		N/A   General Support 3,000
St John's Seminary


5012 Seminary Road
Camarillo,CA93012 		N/A   General Support 250
St Peter the Apostle Church


11 Prince Street
Provincetown,MA02657 		N/A   General Support 2,500
StartOut


Four Embarcadero Center Suite 1400
San Francisco,CA94111 		N/A   General Support 1,500
Tourism Diversity Matters Foundatio


680 Commerce Dr Ste 220
Woodbury,MN55125 		N/A   General Support 1,500
Van Ness Recovery House


1919 N Beachwood Drive
Los Angeles,CA90068 		N/A   General Support 3,500
America Media


1212 Sixth Ave 11th Floor
New York,NY10036 		N/A   General Support 22,500
American Cancer Society


PO Box 6704
Hagerstown,MD21741 		N/A   General Support 1,500
California Patrons of the Vatican A


23679 Calabasas Road Box 1047
Calabasas,CA91302 		N/A   General Support 775
Cancer Schmancer


23823 Malibu Rd 311
Malibu,CA90265 		N/A   General Support 450
MLC Cancer Foundation


245 John Spencer Road
Martinsville,VA24112 		N/A   General Support 1,500
New Ways Ministry


4012 29th Street
Mount Rainier,MD20712 		N/A   General Support 500
Personal Stories Project


69548 Camino Buenavida
Cathedral City,CA92234 		N/A   General Support 750
SKIP


PO Box 538
Provincetown,MA02657 		N/A   General Support 500
Three Square Food Bank


4190 N Pecos Rd
Las Vegas,NV89115 		N/A   General Support 1,500
Trevor Project


2261 Market Street Ste 5164
San Francisco,CA94114 		N/A   General Support 5,500
Meeting Professional International


2711 Lyndon B Johnson Freeway 600
Dallas,TX75234 		N/A   General Support 4,500
Provincetown Film Society Inc


237 Commercial Street
Provincetown,MA02657 		N/A   General Support 150
St Elizabeth Church


917 Montrose Road
Rockville,MD20852 		N/A   General Support 1,000
Sunny Dunes Inc


4711 East Palm Canyon Drive Suite B
Palm Springs,CA92264 		N/A   General Support 500
Susan G Komen


13770 Noel Road
Dallas,TX75380 		N/A   General Support 1,500
Twenty Summers


29 Miller Hill Rd
Provincetown,MA02657 		    General Support 2,500
Boston Health Care for the Homeless


780 Albany Street
Boston,MA02118 		N/A   General Support 2,000
Community Foundation of Howard Coun


6680 Martin Rd
Columbia,MD21044 		N/A   General Support 1,000
Franciscan Mission Service


415 Michigan Ave NE Suite 104
Washington,DC20001 		N/A   General Support 5,000
Greater Bay Area Make A Wish Founda


1333 Broadway 200
Oakland,CA94612 		N/A   General Support 1,000
Desert AIDS Project


1695 N Sunrise Way
Palm Springs,CA92262 		N/A   General Support 3,000
Pastor St Peter's Catholic Church


11 Prince Street
Provincetown,MA02657 		N/A   General Support 1,300
San Francisco Aids Foundation


940 Howard St
San Francisco,CA94103 		N/A   General Support 250
St Francis Friary


135 W 31st Street
New York,NY10001 		N/A   General Support 2,325
Adoption Share


PO Box 1532
Brunswick,GA31521 		N/A   General Support 1,000
Alex Capecelatro and Brian Stevens


193 Blue Ravine Rd Suite 190
Folsom,CA95630 		N/A   General Support 2,000
American Civil Liberties Union


125 Broad Street 18th Floor
New York,NY10004 		N/A   General Support 1,500
American Tinnitus Association


PO Box 424049
Washington,DC20042 		N/A   General Support 1,500
Amyloidosis Foundation


7151 N Main St Ste 2
Clarkston,MI48346 		N/A   General Support 1,500
ASAE Research Foundation


1575 I St NW
Washington,DC20005 		N/A   General Support 1,000
Atlanta Lab Rescue


PO Box 250206
Atlanta,GA30325 		N/A   General Support 1,500
Autism Speaks


PO Box 37148
Boone,IA50037 		N/A   General Support 1,000
Benedictine Sisters of Erie


6101 East Lake Road
Erie,PA16511 		N/A   General Support 1,000
Best in Drag Show


611 S Kingsley Dr
Los Angeles,CA90005 		N/A   General Support 1,000
Blessed Sacrament Youth Center


3600 W Cermak Road
Chicago,IL60623 		N/A   General Support 1,500
Bowery Residents' Committee


131 West 25th Street
New York,NY10001 		N/A   General Support 1,500
Boys Girls Club of Palm Springs


450 S Sunrise Way
Palm Springs,CA92262 		N/A   General Support 1,000
Boys Town


PO Box 8000
Boys Town,NE68010 		N/A   General Support 250
Carozon


1505 E 17th St 114
Santa Ana,CA92705 		N/A   General Support 1,000
Catholic Prison Ministries Coalitio


1703 Woodlawn Blvd
Austin,TX78703 		N/A   General Support 10,000
Catholic Relief Services


228 W Lexington St
Baltimore,MD21201 		N/A   General Support 1,500
Central Union Mission


65 Massachusetts Ave
Washington,DC20001 		N/A   General Support 1,500
Children's Foundation of Las Vegas


4045 South Buffalo Drive Suite A10
Las Vegas,NV89147 		N/A   General Support 1,500
CHIRLA


2533 W 3rd St 101
Los Angeles,CA90057 		N/A   General Support 1,500
Church of The Blessed Sacrament


152 West 71st Street
New York,NY10023 		N/A   General Support 1,500
City Parks Foundation Inc


830 Fifth Avenue
New York,NY10065 		N/A   General Support 1,000
Debbie Allen Dance Academy


1850 S Manhattan Pl
Los Angeles,CA90006 		N/A   General Support 1,000
Dell Children Medical Center Founda


4900 Mueller Blvd
Austin,TX78723 		N/A   General Support 1,500
DOC Foundation


2200 W 3rd Street Suite 300
Los Angeles,CA90057 		N/A   General Support 1,500
Doctors Without Borders


40 Rector St 16th Floor
New York,NY10006 		N/A   General Support 1,500
Eisenhower Health Foundation


39000 Bob Hope Drive
Rancho Mirage,CA92270 		N/A   General Support 5,000
Elton John AIDS Foundation EJAF


584 Broadway Suite 1006
New York,NY10012 		N/A   General Support 1,500
Empower One


PO Box 551755
Dallas,TX75355 		N/A   General Support 1,500
Entertainment Community Fund


729 Seventh Avenue
New York,NY10019 		N/A   General Support 1,000
Equality Florida


PO Box 13184
Petersburg,FL33733 		N/A   General Support 1,500
Film Independent


5670 Wilshire Blvd 9th Floor
Los Angeles,CA90036 		N/A   General Support 1,000
Franciscan Relief Fund


129 West 31st Street
New York,NY10001 		N/A   General Support 1,500
GAL-AA


9450 SW Gemini Dr 45287
Beaverton,OR97008 		N/A   General Support 250
George Mason University Catholic Ca


4515 Roberts Rd
Fairfax,VA22032 		N/A   General Support 1,500
Gig Harbor Young Life


PO Box 785
Gig Harbor,WA98335 		N/A   General Support 1,500
Gigs Givers


3762 Howard Ave
Kensington,MD20895 		N/A   General Support 1,000
God's Love We Deliver


166 Avenue of the Americas
New York,NY10013 		N/A   General Support 1,000
HAWS - Humane Animal Welfare Societ


701 Northview Road
Waukesha,WI53188 		N/A   General Support 1,500
HEAL Palestine


PO Box 453
Kent,OH44240 		N/A   General Support 1,500
Insight Seminars


1902 A Lincoln Blvd 516
Santa Monica,CA90405 		N/A   General Support 1,500
Instfor Myeloma Bone Cancer Researc


9201 Sunset Blvd Suite 300
West Hollywood,CA90069 		N/A   General Support 2,500
Lewy Body Dementia Association


912 Killian Hill Road SW
Lilburn,GA30047 		N/A   General Support 1,500
LGBT Meeting Professionals Associat


201 N Union St Suite 110
Alexandria,VA22314 		N/A   General Support 1,500
Los Angeles Regional Food Bank


1734 E 41st Street
Vernon,CA90058 		N/A   General Support 1,000
Loving All Animals


83496 Avenue 51
Coachella,CA92236 		N/A   General Support 3,000
Marys Guest House


PO Box 121828
Chula Vista,CA91912 		N/A   General Support 1,000
Memoral Sloan Kettering


1275 York Avenue
New York,NY10065 		N/A   General Support 1,500
Misericordia Foundation


6300 North Ridge
Chicago,IL60660 		N/A   General Support 3,000
Modernism Week


277 N Avenida Caballeros
Palm Springs,CA92262 		N/A   General Support 275
Montrose Softball


1302 Waugh Drive PMB 744
Houston,TX77019 		N/A   General Support 500
Montrose Softball League Associatio


1302 Waugh Dr PMB 744
Houston,TX77019 		N/A   General Support 1,500
Mount Saint Mary College


330 Powell Avenue
Newburgh,NY12550 		N/A   General Support 10,000
National Public Radio


1111 N Capitol St NE
Washington,DC20002 		N/A   General Support 1,500
National Wheaten Rescue


53 Olguin Road
Corrales,NM87048 		N/A   General Support 1,000
Neighborhood Art House


201 E 10th St
Erie,PA16503 		N/A   General Support 1,500
NEO Philanthropy Inc


1001 Avenue of the Americas 12th FL
New York,NY10018 		N/A   General Support 60,000
Next Step Learning Center


2222 Curtis Street
Oakland,CA94607 		N/A   General Support 1,500
One Simple Wish


1977 North Olden Ave 292
Trenton,NJ08618 		N/A   General Support 1,500
Our Lady of Angeles


555 W Temple St
Los Angeles,CA90012 		N/A   General Support 100
Patricks Pals Inc


PO Box 942
Whitehouse Station,NJ08889 		N/A   General Support 1,500
PBS Public Broadcasting Service


3939 Campbell Avenue
Arlington,VA22206 		N/A   General Support 3,000
PHL Cares


1101 Arch Street
Philadelphia,PA19107 		N/A   General Support 1,500
Pickens County Humane Society


PO Box 83
Liberty,SC29657 		N/A   General Support 1,500
Provincetown Round


7Commercial Street
Provincetown,MA02657 		N/A   General Support 100
Rainbow Railroad


575 5th Avenue 14th Fl Unit 15-135
New York,NY10017 		N/A   General Support 1,500
Regis House Community Center


2212 Beverly Blvd
Los Angeles,CA90057 		N/A   General Support 1,500
Restoration Academy


4801 Gary Ave
Fairfield,AL35064 		N/A   General Support 1,500
Restoring Hope Foundation


42 Willits Rd
Glen Cove,NY11542 		N/A   General Support 1,500
Rose Bowl Aquatics Swim Team Booste


360 N Arroyo Blvd
Pasadena,CA91103 		N/A   General Support 1,000
Safe Maine


PO Box 752
Portland,ME04104 		N/A   General Support 1,000
Samaritan's Purse


PO Box 3000
Boone,NC28607 		N/A   General Support 1,500
Sandy Spring Friends School


16923 Norwood Rd
Sandy Spring,MD20860 		N/A   General Support 1,500
Santa Teresita


819 Buena Vista Street
Duarte,CA91010 		N/A   General Support 1,000
Save the Children


501 Kings Highway East Suite 400
Fairfield,CT06825 		N/A   General Support 1,500
Second Nurture


2389 Main St Ste 100
Glastonbury,CT06033 		N/A   General Support 1,000
Second Story


PO Box 694
Dunn Loring,VA22027 		N/A   General Support 1,500
Shriner Hospital for Children


PO Box 947765
Atlanta,GA30394 		N/A   General Support 250
Sollis Health LA


55 N San Vicente Blvd
Beverly Hills,CA90210 		N/A   General Support 2,460
St Charles Borromeo Catholic Church


10800 Moorpark Street
North Hollywood,CA91602 		N/A   General Support 1,000
St Joseph Catholic Church of Long B


6180 E Willow Street
Long Beach,CA90815 		N/A   General Support 1,500
St Jude Children's Research Hospita


PO Box 1999
Memphis,TN38101 		N/A   General Support 2,750
St Paul Luthern Church


201 Elm St
Northville,MI48167 		N/A   General Support 1,000
St Thomas More Church


1300 Junipero Serra Boulevard
San Francisco,CA94132 		N/A   General Support 150
St Charles School


10850 Moorpark St
North Hollywood,CA91602 		N/A   General Support 288
St Mary's Church


123 E 13th St
Cincinnati,OH45202 		N/A   General Support 500
StJoseph's Roman Catholic Church


130 5th Street
Garden City,NY11530 		N/A   General Support 1,500
STARTOUTORG


555 Mission Street 24th Floor
San Francisco,CA95105 		N/A   General Support 1,000
Summer of Sass Inc


210 Bradford St
Provincetown,MA02657 		N/A   General Support 1,000
Summit County Clubhouse


6304 Highland Drive
Park City,UT84098 		N/A   General Support 1,500
The Ali Forney Center


307 W 38th St Fl 2
New York,NY10018 		N/A   General Support 1,000
The Brother Benno Foundation


PO Box 308
Oceanside,CA92049 		N/A   General Support 1,500
The Father McKenna Center


19 Eye Street
Washington,DC20001 		N/A   General Support 3,000
The Greater Boston Food Bank


70 South Bay Avenue
Boston,MA02118 		N/A   General Support 1,500
The Los Angeles Country Club Founda


Student Union Building 3rd Fl
Los Angeles,CA90029 		N/A   General Support 2,500
The Mesothelioma Applied Research F


1615 L Street NW Suite 430
Washington,DC20036 		N/A   General Support 1,000
The Nashville Rescue Mission


PO Box 24661
Nashville,TN37203 		N/A   General Support 1,500
The Womans Board of Rush Univ Med C


1725 West Harrison Street Suite 54
Chicago,IL60612 		N/A   General Support 1,500
Trinity Place Shelter


164 W 100th Street Basement
New York,NY10025 		N/A   General Support 1,000
Tunnel to Towers Foundation


2361 Hylan Blvd
Staten Island,NY10306 		N/A   General Support 1,850
University of Tennessee Foundation


1525 University Avenue
Knoxville,TN37921 		N/A   General Support 1,500
Verbum Dei Jesuit High School


11100 S Central Ave
Los Angeles,CA90059 		N/A   General Support 1,000
Vineyard Theatre and Workshop Cente


108 East 15th Street
New York,NY10003 		N/A   General Support 1,000
West Coast Labrador Retriever Rescu


PO Box 4174
Riverside,CA92514 		N/A   General Support 1,500
Western Golf Assn Evans Scholars Fd


2501 Patriot Boulevard
Glenview,IL60026 		N/A   General Support 1,500
Whole Foods Market Foundation


501 Bowie St
Austin,TX78703 		N/A   General Support 1,500
World Central Kitchen


PO Box 96538
Washington,DC20090 		N/A   General Support 3,000
World Wildlife Fund


1250 24th Street
Washington,DC20037 		N/A   General Support 1,500
Total ................................. 3a 342,115
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 ....     14 101,584  
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 ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aLoan Interest 		    14 205,998  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   307,582  
13Total. Add line 12, columns (b), (d), and (e)..................
13
307,582
(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: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 3,690 0 0 3,690

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 ExpenditureResponsibilityStmt
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
Alex Capecelatro and Brian Stevens 193 Blue Ravine Rd Suite 190
Folsom,CA95630 		2025-09-09 2,000 General Support 2,000 No Various 2025-12-31 Expenditures complied with the grant agreement, no exceptions were noted.

TY 2025 InvestmentsCorpBondsSchedule
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Morgan Stanley 4/13/28 64,854 64,854
BNP Paribas 4/16/30 76,752 76,752

TY 2025 InvestmentsCorpStockSchedule
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Alaska Air Group 78,971 78,971
Amazon.com 198,505 198,505
American Airlines 291,270 291,270
Caesars Entertainment 276,002 276,002
Delta Airlines 244,982 244,982

TY 2025 InvestmentsOtherSchedule2
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OneBreath LLC AT COST 206,000 206,000
Carlyle Tactical Private FMV 194,370 194,370
Eaton Vance Strategic FMV 55,929 55,929
Fidelity Floating Rate FMV 55,040 55,040
Lord Abbett Floating FMV 55,686 55,686
PIMCO Income Instl FMV 55,975 55,975
First Trust Long Short FMV 54,662 54,662
Janus Henderson AAA FMV 61,505 61,505
Schwab US Dividend FMV 202,982 202,982
State Street SPDR S&P FMV 52,952 52,952
Vanguard High Dividend FMV 229,632 229,632

TY 2025 LegalFeesSchedule
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 12,728 0 0 12,728


TY 2025 OtherExpensesSchedule
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Advertising & Marketing 2,705     2,705
Filing Fees 25     25
Office Supplies & Software 120     22,083


TY 2025 OtherIncomeSchedule2
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Loan Interest 205,998 205,998  


TY 2025 OtherProfessionalFeesSchedule
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Contractors 22,083 0 0 22,083
Investment Management 12,453 12,453 0 0


TY 2025 TaxesSchedule
Name:
The Brian D Stevens Foundation
EIN:
82-2946505
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 4,765