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
VINEYARD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 8695 COLLEGE PARKWAY SUITE 100
  Room/suite
City or town
FORT MYERS
State or province
FL
Country  
ZIP or foreign postal code
33919
A Employer identification number

38-3211939
B Telephone number (see instructions)

3126306000
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)$1,916,271J 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) 418,364
2 Check .................
3 Interest on savings and temporary cash investments 4,805 4,805  
4 Dividends and interest from securities... 40,853 40,853  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 62,795
b Gross sales price for all assets on line 6a 453,414
7 Capital gain net income (from Part IV, line 2)... 62,795
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53    
12 Total. Add lines 1 through 11........ 526,870 108,453  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,257 6,943   2,314
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
285 0 0 285
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,600 0 0 1,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,943 2,943   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,246 905   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,034 0 0 9,034
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45 45    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,410 10,836 0 13,233
25 Contributions, gifts, grants paid....... 90,000 90,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 115,410 10,836 0 103,233
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 411,460
b Net investment income (if negative, enter -0-) 97,617
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 110,966 114,487 114,487
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 130,408 Click to see attachment
List of Attached Documents:
// Content
140,808 		140,385
b Investments—corporate stock (attach schedule)....... 273,865 Click to see attachment
List of Attached Documents:
// Content
294,882 		417,086
c Investments—corporate bonds (attach schedule)....... 153,088 Click to see attachment
List of Attached Documents:
// Content
153,056 		161,691
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 410,362 Click to see attachment
List of Attached Documents:
// Content
708,713 		1,082,622
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) 1,078,689 1,411,946 1,916,271
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,078,689 1,411,946
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)..... 1,078,689 1,411,946
30 Total liabilities and net assets/fund balances (see instructions). 1,078,689 1,411,946
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
1,078,689
2
Enter amount from Part I, line 27a .....................
2
411,460
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,587
4
Add lines 1, 2, and 3 ..........................
4
1,491,736
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
79,790
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,411,946
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 12. RTX CORPORATION COM   2023-05-19 2025-01-07
b 20. RTX CORPORATION COM   2023-05-19 2025-01-10
c 3. ALPHABET INC CAP STK CL A   2023-05-19 2025-01-14
d 16. APPLE COMPUTER INC COM   2006-03-29 2025-01-21
e 12. BECTON DICKINSON & CO COM   2023-05-19 2025-01-21
23. RTX CORPORATION COM   2023-05-19 2025-01-21
4. GENERAL DYNAMICS CORP COM   2023-05-19 2025-02-14
13. RTX CORPORATION COM   2023-05-19 2025-02-14
8. ORACLE CORP COM   2023-05-19 2025-02-18
12. JOHNSON & JOHNSON COM   2023-05-19 2025-02-24
8. BERKSHIRE HATHAWAY INC DEL CL B NEW   2023-05-19 2025-04-07
19. UNILEVER PLC SPON ADR NEW   2023-05-19 2025-04-07
14.9 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO CLASS I #5089     2025-04-29
323.336 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO CLASS I #5089     2025-04-29
23. FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2024-09-12 2025-04-29
178. FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD     2025-04-29
517. FLEXSHARES TR IBOXX 3R TARGT     2025-04-29
646. FLEXSHARES TR IBOXX 3R TARGT     2025-04-29
63. FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD     2025-04-29
136. FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD     2025-04-29
462. ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF     2025-04-29
63.67 NORTHERN MID CAP INDEX FUND #629     2025-04-29
299.138 NORTHERN MID CAP INDEX FUND #629     2025-04-29
278.12 NORTHERN INTERNATIONAL EQUITY INDEX FUND #630     2025-04-29
2295.493 NORTHERN INTERNATIONAL EQUITY INDEX FUND #630     2025-04-29
8100.797 NORTHERN BOND INDEX FUND #641     2025-04-29
507.27 NORTHERN GLOBAL REAL ESTATE INDEX FUND #640     2025-04-29
715.59 NORTHERN GLOBAL REAL ESTATE INDEX FUND #640     2025-04-29
306.72 NORTHERN EMERGING MARKETS EQUITY FUND #636     2025-04-29
1764.812 NORTHERN EMERGING MARKETS EQUITY FUND #636     2025-04-29
2840.328 NORTHERN HIGH YIELD FIXED INCOME FUND #627     2025-04-29
76.43 NORTHERN SMALL CAP INDEX FUND #624     2025-04-29
389.983 NORTHERN SMALL CAP INDEX FUND #624     2025-04-29
382.65 VANGUARD INFLATION-PROTECTED SECURITIES FUND - AD #5119     2025-04-29
432.021 VANGUARD INFLATION-PROTECTED SECURITIES FUND - AD #5119     2025-04-29
10000. US BANCORP FR 1.45% DTD 05/12/2020 DUE 05/12/2025     2025-05-12
24. DISNEY WALT CO COM     2025-05-14
4. VISA INC COM CL A   2023-05-19 2025-05-14
23. ORACLE CORP COM   2024-04-24 2025-05-19
13. RTX CORPORATION COM   2023-05-19 2025-05-19
10000. ANHEUSER BUSCH INBEV WLDW INC FR 4.00% DTD 04/04/2018 DUE 04/13   2023-05-24 2025-05-30
10000. SOUTH DAKOTA ST BLDG AUTH REV TAXABLE REF BDS 2020 A TAXABLE   2023-05-24 2025-06-01
18. WALMART INC.   2023-05-19 2025-06-03
13. RTX CORPORATION COM   2023-05-19 2025-06-12
66. NIKE INC CL B     2025-06-17
43. DISNEY WALT CO COM   2023-05-19 2025-07-07
45. NIKE INC CL B   2024-06-28 2025-07-07
27. C H ROBINSON WORLDWIDE INC COM NEW   2023-05-19 2025-08-13
22. RTX CORPORATION COM   2023-05-19 2025-08-27
26. ORACLE CORP COM     2025-09-10
7. SOLSTICE ADVANCED MATLS INC COM SHS     2025-10-31
10000. NEW YORK N Y CITY TRANSITIONAL TAXABLE FUTURE TAX SECD FISCAL   2025-06-26 2025-11-01
35. ZOETIS INC CL A     2025-11-13
2. LILLY ELI & CO COM   2024-11-20 2025-11-24
80. MAGNUM ICE CREAM CO NV ORD SHS     2025-12-10
1705.03 PROSPECTOR OPPORTUNITY FUND #1981   2023-06-06 2025-12-16
.5 SOLSTICE ADVANCED MATLS INC COM SHS   2025-02-14 2025-12-31
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,371   1,151 220
b 2,304   1,918 386
c 566   367 199
d 3,529   35 3,494
e 2,880   3,018 -138
2,873   2,206 667
968   842 126
1,596   1,247 349
1,427   821 606
1,964   1,907 57
3,907   2,641 1,266
1,090   1,011 79
319   298 21
6,926   5,581 1,345
879   902 -23
6,804   5,958 846
12,584   12,285 299
15,724   15,852 -128
3,711   3,716 -5
8,010   7,249 761
16,971   16,193 778
1,212   1,347 -135
5,693   4,509 1,184
4,311   4,045 266
35,580   27,639 7,941
74,770   77,731 -2,961
4,905   5,111 -206
6,920   6,821 99
3,558   3,459 99
20,472   18,744 1,728
16,957   17,186 -229
947   1,051 -104
4,832   3,932 900
8,950   8,726 224
10,105   10,755 -650
9,417   9,417  
2,664   2,203 461
1,419   930 489
3,710   2,646 1,064
1,776   1,247 529
9,792   9,792  
9,215   9,215  
1,789   898 891
1,830   1,247 583
3,969   3,565 404
5,293   3,934 1,359
3,430   3,393 37
3,239   2,695 544
3,516   2,110 1,406
8,867   2,730 6,137
311   342 -31
10,000   10,000  
4,255   5,431 -1,176
2,124   1,502 622
1,196   1,044 152
30,281   40,000 -9,719
24   24  
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
      39,682
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       220
b       386
c       199
d       3,494
e       -138
      667
      126
      349
      606
      57
      1,266
      79
      21
      1,345
      -23
      846
      299
      -128
      -5
      761
      778
      -135
      1,184
      266
      7,941
      -2,961
      -206
      99
      99
      1,728
      -229
      -104
      900
      224
      -650
       
      461
      489
      1,064
      529
       
       
      891
      583
      404
      1,359
      37
      544
      1,406
      6,137
      -31
       
      -1,176
      622
      152
      -9,719
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 62,795
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,357
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,357
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,357
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,325
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,325
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 29
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 61
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 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL, MI
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 address  
14
The books are in care ofFINEMARK NATIONAL BANK Telephone no. (312) 630-6000

Located at8695 COLLEGE PARKWAY STE 100FORT MYERSFL ZIP+433919
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FINEMARK NATIONAL BANK & TRUST TRUSTEE
1 		9,257    
PO BOX 803878
CHICAGO,IL60680
DAVID DEPREE PRESIDENT
1 		0    
4821 GRIFFIN BLVD
FORT MEYERS,FL33908
GREGORY SCOTT DEPREE TREASURER
1 		0    
560 EL CAMINO REAL 1404
NAPLES,FL34119
JOANNE DEPREE DIRECTOR
1 		0    
560 EL CAMINO REAL 1404
NAPLES,FL34119
CHERYL DEPREE DIRECTOR
1 		0    
4821 GRIFFIN BLVD
FORT MYERS,FL33908
CAREY DEPREE SECRETARY
1 		0    
1307 DRIFTWOOD DRIVE
FORT MYERS,FL33908
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,712,194
b
Average of monthly cash balances.......................
1b
124,792
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,836,986
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
1,836,986
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,555
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,809,431
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
90,472
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
90,472
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,357
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,357
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,115
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
89,115
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
89,115
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
103,233
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
103,233
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 89,115
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...... 4,130
b From 2021...... 12,364
c From 2022...... 7,476
d From 2023...... 0
e From 2024...... 10,134
f Total of lines 3a through e ........ 34,104
4Qualifying distributions for 2025 from Part
XI, line 4: $ 103,233
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..... 89,115
e Remaining amount distributed out of corpus 14,118
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 48,222
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) ... 		4,130
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		44,092
10 Analysis of line 9:
a Excess from 2021 .... 12,364
b Excess from 2022 .... 7,476
c Excess from 2023 .... 0
d Excess from 2024 .... 10,134
e Excess from 2025 .... 14,118
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).)
NA
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.
NA
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

FIRST PRESBYTERIAN CHURCH OF
BONITA SPRINGS
9751 BONITA BEACH ROAD
BONITA SPRINGS,FL34135 		NONE   GENERAL SUPPORT 5,000

DACHSHUND RESCUE SOUTH FLORIDA INC

2800 SW 148TH AVE
DAVIE,FL33331 		NONE   GENERAL SUPPORT 3,000

LEWIS P TABARRINI CHILDREN'S MUSIC

5795 NEWFOUNDLAND CIR APT 4
FORT MYERS,FL33907 		NONE   GENERAL PURPOSE 9,667

HARVEST OF HOPE PANTRY

4830 PEARL ST
BOULDER,CO803011312 		NONE   GENERAL PURPOSE 2,000

YOUTH ON RECORD

1301 W 10TH AVE
DENVER,CO802043907 		NONE   GENERAL PURPOSE 5,000

KEYSTONE SCIENCE SCHOOL INC

1053 SODA RIDGE RD
KEYSTONE,CO80435 		NONE   GENERAL SUPPORT 9,000

GLADIOLUS FOOD PANTRY INC

10511 GLADIOLUS DR
FORT MYERS,FL339082654 		NONE   GENERAL PURPOSE 3,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE   GENERAL SUPPORT 1,000

HARRY CHAPIN FOOD BANK OF SW FL

3760 FOWLER ST
FORT MYERS,FL33901 		NONE   GENERAL SUPPORT 999

MERCY FLIGHT INC

8864 AIRPORT BLVD
LEESBURG,FL34778 		NONE   GENERAL PURPOSE 9,667

EAST TENNESSEE FOUNDATION

525 PORTLAND ST
KNOXVILLE,TN379192363 		NONE   GENERAL PURPOSE 5,000

GALLATIN CARES

330 N DURHAM AVE
GALLATIN,TN370662756 		NONE   GENERAL PURPOSE 2,000

CAFE OF LIFE INC

PO BOX 367794
BONITA SPRINGS,FL34136 		NONE   GENERAL SUPPORT 2,000

THE HEIGHTS FOUNDATION

15570 HAGIE DR
FORT MYERS,FL33908 		NONE   GENERAL PURPOSE 18,000

CAPTAINS FOR CLEAN WATER INC

2031 JACKSON ST STE 150
FORT MYERS,FL33901 		NONE   GENERAL SUPPORT 14,667
Total ................................. 3a 90,000
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 ........... 		    14 4,805  
4 Dividends and interest from securities ....     14 40,853  
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 62,795  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    15 53  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   108,506  
13Total. Add line 12, columns (b), (d), and (e)..................
13
108,506
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
VINEYARD FOUNDATION
 
Employer identification number

38-3211939
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
VINEYARD FOUNDATION
  		Employer identification number
38-3211939
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
HUGH DEPREE CRUT FBO KAREN DEPREE
C/O NORTHERN TRUST CO
PO BOX 803878
CHICAGO, IL60680

$ 418,364


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
VINEYARD FOUNDATION
  		Employer identification number

38-3211939
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARIOUS STOCKS $ 390,628 2025-02-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
VINEYARD FOUNDATION
  		Employer identification number

38-3211939
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,600     1,600

TY 2025 InvestmentsCorpBondsSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Name of Bond End of Year Book Value End of Year Fair Market Value
00287YBF5 ABBVIE INC SR GLBL N 9,711 10,111
035240AL4 ANHEUSER BUSCH INBEV    
00206RGQ9 AT&T INC SR GLBL 4.3 9,552 10,013
06051GGA1 BANK AMER CORP FR 3. 9,360 9,907
097023CD5 BOEING CO 3.20% DTD 9,006 9,695
10373QBL3 BP CAP MKTS AMER INC 9,331 9,804
20030NBY6 COMCAST CORP NEW SR 9,576 9,941
126650DQ0 CVS HEALTH CORP SR G 11,925 13,161
38145GAH3 GOLDMAN SACHS GROUP 9,482 9,965
46647PCU8 JPMORGAN CHASE & CO 12,601 13,765
61747YEY7 MORGAN STANLEY FR VA 10,526 10,960
68389XBN4 ORACLE CORP SR GLBL 9,322 9,783
87264ABW4 T MOBILE USA INC SR 13,280 14,341
91159HHZ6 US BANCORP FR 1.45%    
95000U3E1 WELLS FARGO & CO FR 10,128 10,359
025816ED7 AMERICAN EXPRESS CO 5,030 5,077
91324PEJ7 UNITEDHEALTH GROUP I 14,226 14,809

TY 2025 InvestmentsCorpStockSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Name of Stock End of Year Book Value End of Year Fair Market Value
G1151C101 ACCENTURE PLC CLASS 8,756 8,049
02079K305 ALPHABET INC CAP STK 18,473 45,698
037833100 APPLE COMPUTER INC C 93 11,690
N07059210 ASML HOLDING N V NYR 11,692 17,118
00724F101 ADOBE INC 5,149 4,900
075887109 BECTON DICKINSON & C    
084670702 BERKSHIRE HATHAWAY I 17,961 25,635
12541W209 C H ROBINSON WORLDWI 6,687 10,771
194162103 COLGATE PALMOLIVE CO 5,270 5,057
25243Q205 DIAGEO PLC SPONSORED 10,518 6,211
254687106 DISNEY WALT CO COM 16,646 24,802
369550108 GENERAL DYNAMICS COR 8,425 13,466
437076102 HOME DEPOT INC COM 2,081 6,538
478160104 JOHNSON & JOHNSON CO 18,433 24,420
532457108 LILLY ELI & CO COM 6,990 10,747
G5960L103 MEDTRONIC PLC SHS 16,458 17,675
594918104 MICROSOFT CORP COM 8,527 29,984
654106103 NIKE INC CL B 1,080 3,313
670100205 NOVO NORDISK A S ADR 29,499 19,741
68389X105 ORACLE CORP COM 8,190 15,593
713448108 PEPSICO INC COM 4,973 4,306
771195104 ROCHE HLDG LTD SPONS 15,775 20,920
75513E101 RTX CORPORATION COM 6,320 13,938
855244109 STARBUCKS CORP COM 14,626 12,800
904767704 UNILEVER PLC SPON AD 20,063 23,370
92826C839 VISA INC COM CL A 6,047 9,118
931142103 WALMART INC. 2,843 6,350
438516106 HONEYWELL INTERNATIO 11,100 11,120
N5505D105 MAGNUM ICE CREAM CO 5 6
67066G104 NVIDIA CORP COM 3,782 6,155
742718109 PROCTER & GAMBLE CO 8,420 7,595

TY 2025 InvestmentsGovtObligationsSch
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


140,808
State & Local Government Securities - End of Year Fair Market Value:


140,385


TY 2025 InvestmentsOtherSchedule2
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00170K174 AMG TIMESSQUARE MID AT COST 70,000 73,757
38147N293 GOLDMAN SACHS GQG PA AT COST 126,004 158,884
00771X419 GQG PARTNERS EMERGIN AT COST 57,476 70,352
56167R200 PROSPECTOR OPPORTUNI      
464287655 ISHARES RUSSELL 2000 AT COST 47,229 77,048
78467Y107 SPDR S&P MIDCAP 400 AT COST 24,954 55,502
78462F103 SPDR TR UNIT SER 1 AT COST 89,699 254,356
742935489 THE OSTERWEIS STRATE AT COST 50,000 50,541
00171A720 AMG RIVER ROAD MID C AT COST 30,000 31,124
04314H519 ARTISAN FOCUS FUND A AT COST 75,000 86,950
04314H667 ARTISAN INTERNATIONA AT COST 45,000 48,433
63868B658 NATIONWIDE GENEVA SM AT COST 20,000 19,789
665162772 NORTHERN STOCK INDEX AT COST 53,351 131,793
74933W676 WPG PARTNERS SELECT AT COST 20,000 24,093

TY 2025 LegalFeesSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 285     285


TY 2025 OtherDecreasesSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Description Amount
2025 TRANSACTIONS POSTED IN 2026 1,588
FMV TO CB ADJUSTMENT ON CONTRIBUITION 78,188
AI EFFECTIVE AFTER TAX YEAR 14


TY 2025 OtherExpensesSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 45 45   0


TY 2025 OtherIncomeSchedule2
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 53 0  


TY 2025 OtherIncreasesSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Description Amount
2024 TRANSACTIONS POSTED IN 2025 1,429
ROUNDING ADJUSTMENT 4
AI EFFECTIVE BEFORE TAX YEAR 154


TY 2025 OtherProfessionalFeesSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,943 2,943    


TY 2025 TaxesSchedule
Name:
VINEYARD FOUNDATION
EIN:
38-3211939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 350 350   0
FEDERAL TAX PAYMENT - PRIOR YE 1,216 0   0
FEDERAL ESTIMATES 125 0   0
FOREIGN TAXES ON QUALIFIED FOR 496 496   0
FOREIGN TAXES ON NONQUALIFIED 59 59   0