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 FAMILY PHILANTHROPIC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) CO PAUL MCCOY PATH 31 ST JAMES AV
  Room/suite
City or town
BOSTON
State or province
MA
Country  
ZIP or foreign postal code
02116
A Employer identification number

65-0969069
B Telephone number (see instructions)

3058422801
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)$20,002,654J 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) 998,913
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 382,338 382,338  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 506,621
b Gross sales price for all assets on line 6a 1,522,823
7 Capital gain net income (from Part IV, line 2)... 844,198
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,887,872 1,226,536  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,000 7,000   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
122,868 122,868   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,611 5,777   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 154,479 135,645   0
25 Contributions, gifts, grants paid....... 765,000 765,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 919,479 135,645   765,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 968,393
b Net investment income (if negative, enter -0-) 1,090,891
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............. 150,717 266,716 266,716
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,794,995 Click to see attachment
List of Attached Documents:
// Content
11,617,869 		19,735,938
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 10,945,712 11,884,585 20,002,654
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,945,712 11,884,585
29 Total net assets or fund balances (see instructions)..... 10,945,712 11,884,585
30 Total liabilities and net assets/fund balances (see instructions). 10,945,712 11,884,585
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
10,945,712
2
Enter amount from Part I, line 27a .....................
2
968,393
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,914,105
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
29,520
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,884,585
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 ABBVIE INC SHS D 2021-09-09 2025-05-13
b ABBVIE INC SHS D 2021-09-21 2025-05-13
c ABBVIE INC SHS D 2021-12-06 2025-05-13
d ABBVIE INC SHS D 2022-05-25 2025-05-13
e ABBVIE INC SHS D 2022-08-03 2025-05-13
ABBVIE INC SHS D 2022-08-03 2025-05-13
ABBVIE INC SHS D 2022-08-03 2025-05-13
ABBVIE INC SHS D 2022-08-04 2025-05-13
ABBVIE INC SHS D 2022-10-04 2025-05-13
ABBVIE INC SHS D 2023-01-03 2025-05-13
ABBVIE INC SHS D 2023-07-14 2025-05-13
ALTRIA GROUP INC D 2004-04-02 2025-05-13
AMER EXPRESS COMPANY D 2020-05-18 2025-08-15
AMER EXPRESS COMPANY D 2020-07-06 2025-08-15
AMER EXPRESS COMPANY D 2020-09-16 2025-08-15
AMER EXPRESS COMPANY D 2020-09-16 2025-08-15
AMER EXPRESS COMPANY D 2024-01-08 2025-08-15
AMERICAN INTERNATIONAL P 2020-12-24 2025-01-29
AMERICAN INTERNATIONAL P 2020-12-24 2025-05-13
ANALOG DEVICES INC COM D 2012-05-31 2025-12-30
ANALOG DEVICES INC COM D 2012-06-27 2025-12-30
ANALOG DEVICES INC COM D 2012-07-13 2025-12-30
ANALOG DEVICES INC COM D 2017-11-29 2025-12-30
ANALOG DEVICES INC COM D 2017-11-29 2025-12-30
ANALOG DEVICES INC COM D 2017-11-29 2025-12-30
ANALOG DEVICES INC COM D 2017-11-29 2025-12-30
ANALOG DEVICES INC COM D 2017-11-29 2025-12-30
ANALOG DEVICES INC COM D 2018-02-05 2025-12-30
ANALOG DEVICES INC COM D 2018-02-05 2025-12-30
ANALOG DEVICES INC COM D 2018-02-05 2025-12-30
ANALOG DEVICES INC COM D 2019-06-17 2025-12-30
ANALOG DEVICES INC COM D 2020-09-17 2025-12-30
ANALOG DEVICES INC COM D 2020-09-17 2025-12-30
ANALOG DEVICES INC COM D 2020-09-18 2025-12-30
APPLIED MATERIAL INC D 1996-07-26 2025-05-08
APPLIED MATERIAL INC D 1996-07-26 2025-08-15
AUTODESK INC DEL P 2015-10-23 2025-05-13
CIGNA GROUP/THE D 2023-06-13 2025-01-29
CIGNA GROUP/THE D 2023-06-14 2025-01-29
CIGNA GROUP/THE D 2023-06-14 2025-01-29
CIGNA GROUP/THE D 2023-06-14 2025-01-29
CIGNA GROUP/THE D 2023-06-14 2025-01-29
CIGNA GROUP/THE D 2023-06-14 2025-01-29
CIGNA GROUP/THE D 2023-06-14 2025-01-29
CISCO SYSTEMS INC COM P 2019-12-20 2025-12-30
CITIGROUP INC COM NEW P 2014-03-07 2025-12-30
CME GROUP INC D 2012-05-31 2025-05-08
CME GROUP INC D 2012-07-12 2025-05-08
CMS ENERGY CORP D 2012-05-31 2025-05-13
CMS ENERGY CORP D 2012-06-27 2025-05-13
CMS ENERGY CORP D 2015-08-27 2025-05-13
CMS ENERGY CORP D 2015-08-27 2025-05-13
CMS ENERGY CORP D 2015-08-27 2025-05-13
CMS ENERGY CORP D 2015-08-27 2025-05-13
CMS ENERGY CORP D 2015-11-13 2025-05-13
CMS ENERGY CORP D 2015-11-16 2025-05-13
CMS ENERGY CORP D 2015-11-16 2025-05-13
CMS ENERGY CORP D 2015-11-17 2025-05-13
CMS ENERGY CORP D 2015-11-17 2025-05-13
CMS ENERGY CORP D 2017-10-17 2025-05-13
CMS ENERGY CORP D 2018-12-19 2025-05-13
CMS ENERGY CORP D 2018-12-19 2025-05-13
CMS ENERGY CORP D 2022-08-12 2025-05-13
CMS ENERGY CORP D 2022-08-12 2025-05-13
CMS ENERGY CORP D 2022-10-04 2025-05-13
CMS ENERGY CORP D 2022-10-04 2025-05-13
CMS ENERGY CORP D 2022-10-04 2025-05-13
COMCAST CORP NEW CL A D 2015-06-09 2025-12-30
COMCAST CORP NEW CL A D 2015-06-09 2025-12-30
COMCAST CORP NEW CL A D 2015-08-27 2025-12-30
COMCAST CORP NEW CL A D 2015-08-27 2025-12-30
COMCAST CORP NEW CL A D 2015-08-27 2025-12-30
COMCAST CORP NEW CL A D 2017-08-03 2025-12-30
COMCAST CORP NEW CL A D 2017-11-16 2025-12-30
COMCAST CORP NEW CL A D 2017-12-21 2025-12-30
COMCAST CORP NEW CL A D 2017-12-21 2025-12-30
COMCAST CORP NEW CL A D 2017-12-21 2025-12-30
COMCAST CORP NEW CL A D 2017-12-21 2025-12-30
COMCAST CORP NEW CL A D 2018-08-27 2025-12-30
COMCAST CORP NEW CL A D 2018-08-27 2025-12-30
COMCAST CORP NEW CL A D 2019-04-03 2025-12-30
COMCAST CORP NEW CL A D 2020-04-15 2025-12-30
COMCAST CORP NEW CL A D 2020-07-06 2025-12-30
COMCAST CORP NEW CL A D 2020-08-27 2025-12-30
COMCAST CORP NEW CL A D 2020-10-09 2025-12-30
COMCAST CORP NEW CL A D 2022-01-06 2025-12-30
COMCAST CORP NEW CL A D 2022-08-12 2025-12-30
COMCAST CORP NEW CL A D 2022-10-04 2025-12-30
COMCAST CORP NEW CL A D 2023-02-27 2025-12-30
CONOCOPHILLIPS D 2016-11-18 2025-01-29
CONOCOPHILLIPS D 2016-11-18 2025-01-29
CONOCOPHILLIPS D 2016-11-18 2025-01-29
CONOCOPHILLIPS D 2016-11-21 2025-01-29
CONOCOPHILLIPS D 2016-11-21 2025-01-29
CONOCOPHILLIPS D 2017-08-16 2025-01-29
CONOCOPHILLIPS D 2020-03-13 2025-01-29
CONOCOPHILLIPS D 2020-03-13 2025-01-29
CONOCOPHILLIPS D 2016-05-02 2025-05-08
CONOCOPHILLIPS D 2016-05-10 2025-05-08
CONOCOPHILLIPS D 2016-05-11 2025-05-08
CONOCOPHILLIPS D 2016-05-11 2025-05-08
CONOCOPHILLIPS D 2016-05-11 2025-05-08
CONOCOPHILLIPS D 2016-05-11 2025-05-08
CONOCOPHILLIPS D 2016-05-12 2025-05-08
CONOCOPHILLIPS D 2016-05-12 2025-05-08
CONOCOPHILLIPS D 2016-06-10 2025-05-08
CONOCOPHILLIPS D 2016-06-10 2025-05-08
CONOCOPHILLIPS D 2016-06-10 2025-05-08
CONOCOPHILLIPS D 2016-06-10 2025-05-08
CONOCOPHILLIPS D 2016-06-10 2025-05-08
CONOCOPHILLIPS D 2016-06-22 2025-05-08
CONOCOPHILLIPS D 2016-06-22 2025-05-08
CONOCOPHILLIPS D 2016-06-22 2025-05-08
CONOCOPHILLIPS D 2016-06-22 2025-05-08
CONOCOPHILLIPS D 2016-11-09 2025-05-08
CONOCOPHILLIPS D 2016-11-09 2025-05-08
CONOCOPHILLIPS D 2016-11-09 2025-05-08
CONOCOPHILLIPS D 2020-03-13 2025-05-08
CONOCOPHILLIPS D 2020-03-13 2025-05-08
CONOCOPHILLIPS D 2020-03-13 2025-05-08
CONOCOPHILLIPS D 2020-03-16 2025-05-08
CONOCOPHILLIPS D 2020-11-16 2025-05-08
CONOCOPHILLIPS D 2020-11-16 2025-05-08
CONOCOPHILLIPS D 2020-11-16 2025-05-08
CONOCOPHILLIPS D 2020-11-17 2025-05-08
CONOCOPHILLIPS D 2020-11-17 2025-05-08
CONOCOPHILLIPS D 2020-11-17 2025-05-08
CONOCOPHILLIPS D 2020-11-17 2025-05-08
CONOCOPHILLIPS D 2020-11-17 2025-05-08
CONOCOPHILLIPS D 2020-11-17 2025-05-08
CONOCOPHILLIPS D 2020-11-17 2025-05-08
CONOCOPHILLIPS D 2020-11-17 2025-05-08
CONOCOPHILLIPS D 2021-01-08 2025-05-08
CONOCOPHILLIPS D 2021-01-08 2025-05-08
CONOCOPHILLIPS D 2021-01-08 2025-05-08
CONOCOPHILLIPS D 2021-01-08 2025-05-08
CONOCOPHILLIPS D 2021-01-08 2025-05-08
CONOCOPHILLIPS D 2021-01-08 2025-05-08
CONOCOPHILLIPS D 2021-01-08 2025-05-08
CONOCOPHILLIPS D 2021-01-08 2025-05-08
CONOCOPHILLIPS D 2021-01-11 2025-05-08
CONOCOPHILLIPS D 2021-01-11 2025-05-08
CONOCOPHILLIPS D 2021-01-11 2025-05-08
CONOCOPHILLIPS D 2021-01-11 2025-05-08
CONOCOPHILLIPS D 2024-05-30 2025-05-08
CONOCOPHILLIPS D 1995-10-26 2025-05-13
CVS HEALTH CORP P 2022-11-10 2025-12-30
CVS HEALTH CORP P 2023-01-06 2025-12-30
DEERE CO D 2019-03-07 2025-05-08
DEERE CO D 2019-03-08 2025-05-08
DEERE CO D 2019-03-27 2025-05-08
DEERE CO D 2019-03-28 2025-05-08
DEERE CO D 2019-03-28 2025-05-08
DEERE CO D 2019-06-07 2025-05-08
DEERE CO D 2019-06-07 2025-05-08
DEERE CO D 2019-06-10 2025-05-08
DEERE CO D 2023-11-22 2025-05-08
DEERE CO D 2023-11-24 2025-05-08
DEERE CO D 2024-02-28 2025-05-08
DEERE CO D 2024-02-29 2025-05-08
DEERE CO D 2024-03-01 2025-05-08
DEERE CO D 2024-03-07 2025-05-08
DEERE CO D 2024-03-14 2025-05-08
DEERE CO D 2024-03-15 2025-05-08
DEERE CO D 2024-04-04 2025-05-08
DEERE CO D 2024-05-17 2025-05-08
DEERE CO D 2024-05-17 2025-05-08
DEERE CO D 2024-05-17 2025-05-08
DOVER CORP D 2017-10-20 2025-05-08
DOVER CORP D 2017-10-20 2025-05-08
DOVER CORP D 2017-10-23 2025-05-08
DOVER CORP D 2017-10-23 2025-05-08
DOVER CORP D 2017-10-23 2025-05-08
DOVER CORP D 2017-10-23 2025-05-08
DOVER CORP D 2017-10-23 2025-05-08
DOVER CORP D 2017-10-24 2025-05-08
DOVER CORP D 2017-10-24 2025-05-08
DOVER CORP D 2017-10-24 2025-05-08
DOVER CORP D 2017-10-24 2025-05-08
DOVER CORP D 2017-10-25 2025-05-08
DOVER CORP D 2017-10-25 2025-05-08
DOVER CORP D 2017-10-26 2025-05-08
DOVER CORP D 2017-10-26 2025-05-08
DOVER CORP D 2017-10-27 2025-05-08
DOVER CORP D 2017-10-27 2025-05-08
DOVER CORP D 2017-10-27 2025-05-08
DOVER CORP D 2017-10-30 2025-05-08
DOVER CORP D 2017-10-30 2025-05-08
DOVER CORP D 2017-10-30 2025-05-08
DOVER CORP D 2017-10-31 2025-05-08
DOVER CORP D 2017-10-31 2025-05-08
DOVER CORP D 2017-11-01 2025-05-08
DOVER CORP D 2017-11-01 2025-05-08
DOVER CORP D 2017-11-01 2025-05-08
DOVER CORP D 2017-11-14 2025-05-08
DOVER CORP D 2017-11-14 2025-05-08
DOVER CORP D 2017-11-15 2025-05-08
DOVER CORP D 2017-11-15 2025-05-08
DOVER CORP D 2017-12-05 2025-05-08
DOVER CORP D 2018-06-15 2025-05-08
DOVER CORP D 2018-06-18 2025-05-08
DOVER CORP D 2018-06-27 2025-05-08
DOVER CORP D 2018-06-27 2025-05-08
DOVER CORP D 2018-06-27 2025-05-08
DOVER CORP D 2018-06-28 2025-05-08
DOVER CORP D 2022-10-04 2025-05-08
DOVER CORP D 2022-10-04 2025-05-08
DUPONT DE NEMOURS INC P 2022-03-22 2025-01-29
ECOLAB INC P 2002-02-28 2025-05-13
EMERSON ELEC CO D 1997-11-21 2025-01-29
EXXON MOBIL CORP COM D 2022-01-20 2025-01-29
EXXON MOBIL CORP COM D 2022-01-21 2025-01-29
EXXON MOBIL CORP COM D 2022-01-21 2025-01-29
EXXON MOBIL CORP COM D 2022-01-24 2025-01-29
EXXON MOBIL CORP COM D 2022-01-24 2025-01-29
EXXON MOBIL CORP COM D 2022-01-24 2025-01-29
EXXON MOBIL CORP COM D 2022-03-10 2025-01-29
EXXON MOBIL CORP COM D 2022-01-20 2025-05-08
EXXON MOBIL CORP COM D 2022-01-20 2025-05-08
EXXON MOBIL CORP COM D 2022-01-21 2025-05-08
EXXON MOBIL CORP COM D 2022-01-21 2025-05-08
EXXON MOBIL CORP COM D 2022-01-21 2025-05-08
EXXON MOBIL CORP COM D 2022-03-10 2025-05-08
EXXON MOBIL CORP COM D 2022-03-10 2025-05-08
EXXON MOBIL CORP COM D 2022-03-10 2025-05-08
EXXON MOBIL CORP COM D 2022-03-10 2025-05-08
EXXON MOBIL CORP COM D 2022-03-11 2025-05-08
EXXON MOBIL CORP COM D 2022-05-17 2025-05-08
EXXON MOBIL CORP COM D 2022-05-17 2025-05-08
EXXON MOBIL CORP COM D 2022-05-18 2025-05-08
EXXON MOBIL CORP COM D 2022-05-18 2025-05-08
HONEYWELL INTL INC DEL P 2024-01-31 2025-01-29
HONEYWELL INTL INC DEL P 2021-02-22 2025-05-13
JPMORGAN CHASE & CO P 2021-02-16 2025-12-30
KIMBERLY CLARK P 2004-04-02 2025-05-08
KRAFT (THE) HEINZ CO SHS D 2004-04-02 2025-05-08
MCDONALDS CORP COM D 2018-07-05 2025-08-15
MCDONALDS CORP COM D 2018-08-08 2025-08-15
MCDONALDS CORP COM D 2018-08-08 2025-08-15
MCDONALDS CORP COM D 2018-08-09 2025-08-15
MCDONALDS CORP COM D 2018-08-09 2025-08-15
MCDONALDS CORP COM D 2018-08-10 2025-08-15
MCDONALDS CORP COM D 2018-08-27 2025-08-15
MCDONALDS CORP COM D 2018-08-27 2025-08-15
MCDONALDS CORP COM D 2018-08-27 2025-08-15
MCDONALDS CORP COM D 2022-03-10 2025-08-15
MCDONALDS CORP COM D 2022-03-10 2025-08-15
MCDONALDS CORP COM D 2022-10-04 2025-08-15
MCDONALDS CORP COM D 2023-04-04 2025-08-15
MERCK AND CO INC SHS P 2022-12-22 2025-12-30
PHILIP MORRIS INTL INC D 2019-09-25 2025-08-15
PHILIP MORRIS INTL INC D 2019-09-25 2025-08-15
PHILIP MORRIS INTL INC D 2019-09-25 2025-08-15
PHILIP MORRIS INTL INC D 2019-09-25 2025-08-15
PHILIP MORRIS INTL INC D 2019-09-25 2025-08-15
PHILIP MORRIS INTL INC D 2019-11-01 2025-08-15
PHILIP MORRIS INTL INC D 2019-11-04 2025-08-15
PHILIP MORRIS INTL INC D 2019-11-05 2025-08-15
PHILIP MORRIS INTL INC D 2019-11-15 2025-08-15
PHILIP MORRIS INTL INC D 2019-11-15 2025-08-15
PHILIP MORRIS INTL INC D 2019-12-13 2025-08-15
PHILIP MORRIS INTL INC D 2019-12-13 2025-08-15
PHILIP MORRIS INTL INC D 2019-12-13 2025-08-15
PHILIP MORRIS INTL INC D 2019-12-13 2025-08-15
PHILIP MORRIS INTL INC D 2019-12-16 2025-08-15
PHILIP MORRIS INTL INC D 2020-03-06 2025-08-15
PHILIP MORRIS INTL INC D 2020-03-06 2025-08-15
PHILIP MORRIS INTL INC D 2020-03-06 2025-08-15
PHILIP MORRIS INTL INC D 2020-03-06 2025-08-15
PHILIP MORRIS INTL INC D 2020-03-09 2025-08-15
PHILIP MORRIS INTL INC D 2022-03-10 2025-08-15
PHILIP MORRIS INTL INC D 2022-10-04 2025-08-15
PHILIP MORRIS INTL INC D 2022-12-08 2025-08-15
PHILIP MORRIS INTL INC D 2022-12-08 2025-08-15
PHILIP MORRIS INTL INC D 2022-12-08 2025-08-15
PHILIP MORRIS INTL INC D 2023-04-04 2025-08-15
PHILIP MORRIS INTL INC D 2023-06-14 2025-08-15
PHILIP MORRIS INTL INC D 2023-06-14 2025-08-15
PHILIP MORRIS INTL INC D 2024-01-08 2025-08-15
PHILIP MORRIS INTL INC D 2024-07-03 2025-08-15
SCHWAB CHARLES CORP NEW P 2018-12-31 2025-08-15
SPDR GOLD TRUST P 2020-06-18 2025-05-08
STATE STREET SPDR S&P P 2019-12-20 2025-12-30
STRYKER CORP P 2001-01-24 2025-05-13
TARGET CORP COM P 2016-04-12 2025-05-08
TARGET CORP COM P 2018-12-31 2025-05-08
TARGET CORP COM P 2024-01-31 2025-05-08
TEXAS INSTRUMENTS D 2013-03-08 2025-01-29
TEXAS INSTRUMENTS D 2013-03-11 2025-01-29
TEXAS INSTRUMENTS D 2013-03-12 2025-01-29
TEXAS INSTRUMENTS D 2013-03-13 2025-01-29
TEXAS INSTRUMENTS D 2023-11-06 2025-01-29
TEXAS INSTRUMENTS D 2023-12-14 2025-01-29
TEXAS INSTRUMENTS D 2024-01-08 2025-01-29
UNITED PARCEL SVC CL B P 2012-09-04 2025-08-15
VANGUARD MID-CAP VAL IDX P 2020-01-16 2025-01-29
VANGUARD MID-CAP VAL IDX P 2022-12-27 2025-01-29
VERIZON COMMUNICATNS COM P 2008-03-10 2025-05-13
VERIZON COMMUNICATNS COM P 2019-12-20 2025-05-13
VERIZON COMMUNICATNS COM D 2012-05-31 2025-05-13
VERIZON COMMUNICATNS COM D 2012-06-27 2025-05-13
VERIZON COMMUNICATNS COM D 2012-07-16 2025-05-13
VERIZON COMMUNICATNS COM D 2013-08-14 2025-05-13
VERIZON COMMUNICATNS COM D 2017-01-03 2025-05-13
VERTEX PHARMCTLS INC P 2021-02-22 2025-01-29
WALMART INC D 2020-02-28 2025-01-29
WALMART INC D 2020-02-28 2025-01-29
WALMART INC D 2020-02-28 2025-01-29
WALMART INC D 2020-02-28 2025-01-29
WALMART INC D 2020-03-18 2025-01-29
WALMART INC D 2020-03-18 2025-01-29
WALMART INC D 2020-03-18 2025-01-29
CAPITAL GAINS DIVIDENDS P    
(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 11,906   6,786 5,120
b 6,803   3,852 2,951
c 1,512   967 545
d 1,134   912 222
e 1,323   989 334
567   427 140
378   284 94
378   281 97
1,323   995 328
1,134   974 160
1,323   952 371
27,514   4,408 23,106
13,730   3,988 9,742
4,577   1,449 3,128
7,018   2,446 4,572
2,136   744 1,392
1,831   1,123 708
38,155   18,580 19,575
58,817   26,012 32,805
12,452   1,623 10,829
5,257   702 4,555
2,490   327 2,163
1,107   342 765
1,107   342 765
553   171 382
553   170 383
277   85 192
1,384   444 940
277   89 188
277   89 188
2,767   1,052 1,715
553   229 324
277   115 162
277   115 162
78,806   1,590 77,216
32,452   636 31,816
59,530   10,450 49,080
913   812 101
6,695   5,751 944
2,435   2,089 346
2,435   2,107 328
1,522   1,314 208
1,522   1,314 208
609   531 78
23,343   14,334 9,009
47,360   19,907 27,453
11,298   2,077 9,221
2,825   514 2,311
5,484   1,578 3,906
972   282 690
1,041   456 585
486   213 273
208   91 117
69   30 39
416   189 227
1,180   545 635
69   32 37
625   289 336
486   223 263
764   489 275
1,249   864 385
416   288 128
555   538 17
139   134 5
902   756 146
139   116 23
69   58 11
417   404 13
358   346 12
536   516 20
298   287 11
119   114 5
626   836 -210
119   148 -29
477   652 -175
268   368 -100
179   246 -67
60   81 -21
179   219 -40
60   73 -13
387   523 -136
417   523 -106
536   721 -185
536   744 -208
477   662 -185
507   703 -196
745   999 -254
834   864 -30
745   937 -192
509   224 285
203   89 114
102   45 57
1,729   785 944
1,220   555 665
1,831   786 1,045
102   30 72
102   28 74
1,253   655 598
806   382 424
90   44 46
90   43 47
90   44 46
90   44 46
448   223 225
90   44 46
1,253   628 625
895   450 445
806   401 405
537   266 271
448   223 225
895   444 451
627   309 318
179   88 91
179   89 90
716   363 353
716   367 349
90   46 44
806   260 546
269   90 179
179   56 123
90   29 61
448   188 260
448   190 258
269   114 155
716   310 406
716   311 405
627   261 366
448   193 255
269   112 157
90   39 51
90   38 52
90   39 51
448   223 225
269   134 135
179   90 89
179   90 89
179   90 89
90   45 45
90   45 45
90   45 45
358   178 180
269   136 133
269   136 133
90   45 45
1,611   1,960 -349
28,443   2,588 25,855
16,000   19,801 -3,801
16,000   18,360 -2,360
4,429   1,417 3,012
2,460   792 1,668
1,476   474 1,002
984   315 669
984   316 668
1,968   594 1,374
984   298 686
492   150 342
492   371 121
492   369 123
492   364 128
492   365 127
984   735 249
1,476   1,125 351
1,476   1,139 337
984   765 219
1,476   1,239 237
1,476   1,181 295
1,476   1,191 285
492   396 96
1,405   597 808
878   377 501
1,405   606 799
1,230   530 700
1,054   456 598
878   379 499
527   228 299
527   228 299
351   153 198
176   76 100
176   76 100
351   150 201
176   75 101
176   77 99
176   76 100
351   152 199
176   76 100
176   76 100
351   152 199
176   76 100
176   76 100
351   152 199
176   76 100
176   75 101
176   76 100
176   76 100
878   371 507
351   148 203
878   368 510
878   367 511
351   153 198
176   77 99
1,054   459 595
703   291 412
527   219 308
176   73 103
878   362 516
1,054   745 309
176   124 52
38,486   38,576 -90
37,810   3,508 34,302
26,073   5,253 20,820
108   74 34
217   144 73
108   73 35
2,169   1,416 753
1,410   925 485
651   424 227
3,579   2,809 770
1,173   814 359
427   293 134
2,453   1,665 788
320   214 106
213   145 68
747   598 149
640   508 132
213   170 43
107   85 22
2,666   2,135 531
427   367 60
213   183 30
640   546 94
107   91 16
22,183   20,199 1,984
43,832   40,806 3,026
64,962   3,180 61,782
53,508   14,220 39,288
13,127   5,882 7,245
308   157 151
308   159 149
308   159 149
925   478 447
308   159 149
308   159 149
2,776   1,441 1,335
925   479 446
308   160 148
925   666 259
308   222 86
925   715 210
1,234   1,132 102
21,346   22,235 -889
9,484   4,331 5,153
3,661   1,671 1,990
2,163   989 1,174
1,830   837 993
333   152 181
1,331   662 669
1,165   585 580
499   253 246
1,664   845 819
499   254 245
1,664   846 818
333   169 164
333   168 165
166   84 82
666   343 323
998   519 479
499   258 241
166   86 80
166   86 80
333   167 166
1,498   829 669
1,664   869 795
1,165   712 453
333   203 130
166   102 64
1,498   876 622
2,995   1,674 1,321
666   372 294
1,830   1,058 772
3,494   2,134 1,360
57,810   24,701 33,109
30,820   16,079 14,741
103,115   48,185 54,930
77,702   4,608 73,094
9,724   8,091 1,633
9,724   6,577 3,147
19,448   27,896 -8,448
5,259   1,020 4,239
3,989   779 3,210
3,627   711 2,916
9,067   1,764 7,303
2,176   1,766 410
544   503 41
1,269   1,160 109
17,750   14,756 2,994
16,625   12,111 4,514
16,625   13,529 3,096
8,545   6,512 2,033
8,545   12,371 -3,826
5,041   4,889 152
3,717   3,823 -106
812   849 -37
684   715 -31
769   804 -35
43,991   21,562 22,429
7,344   2,953 4,391
5,875   2,363 3,512
1,175   473 702
294   118 176
2,350   945 1,405
294   118 176
294   118 176
15,888     15,888
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       5,120
b       2,951
c       545
d       222
e       334
      140
      94
      97
      328
      160
      371
      23,106
      9,742
      3,128
      4,572
      1,392
      708
      19,575
      32,805
      10,829
      4,555
      2,163
      765
      765
      382
      383
      192
      940
      188
      188
      1,715
      324
      162
      162
      77,216
      31,816
      49,080
      101
      944
      346
      328
      208
      208
      78
      9,009
      27,453
      9,221
      2,311
      3,906
      690
      585
      273
      117
      39
      227
      635
      37
      336
      263
      275
      385
      128
      17
      5
      146
      23
      11
      13
      12
      20
      11
      5
      -210
      -29
      -175
      -100
      -67
      -21
      -40
      -13
      -136
      -106
      -185
      -208
      -185
      -196
      -254
      -30
      -192
      285
      114
      57
      944
      665
      1,045
      72
      74
      598
      424
      46
      47
      46
      46
      225
      46
      625
      445
      405
      271
      225
      451
      318
      91
      90
      353
      349
      44
      546
      179
      123
      61
      260
      258
      155
      406
      405
      366
      255
      157
      51
      52
      51
      225
      135
      89
      89
      89
      45
      45
      45
      180
      133
      133
      45
      -349
      25,855
      -3,801
      -2,360
      3,012
      1,668
      1,002
      669
      668
      1,374
      686
      342
      121
      123
      128
      127
      249
      351
      337
      219
      237
      295
      285
      96
      808
      501
      799
      700
      598
      499
      299
      299
      198
      100
      100
      201
      101
      99
      100
      199
      100
      100
      199
      100
      100
      199
      100
      101
      100
      100
      507
      203
      510
      511
      198
      99
      595
      412
      308
      103
      516
      309
      52
      -90
      34,302
      20,820
      34
      73
      35
      753
      485
      227
      770
      359
      134
      788
      106
      68
      149
      132
      43
      22
      531
      60
      30
      94
      16
      1,984
      3,026
      61,782
      39,288
      7,245
      151
      149
      149
      447
      149
      149
      1,335
      446
      148
      259
      86
      210
      102
      -889
      5,153
      1,990
      1,174
      993
      181
      669
      580
      246
      819
      245
      818
      164
      165
      82
      323
      479
      241
      80
      80
      166
      669
      795
      453
      130
      64
      622
      1,321
      294
      772
      1,360
      33,109
      14,741
      54,930
      73,094
      1,633
      3,147
      -8,448
      4,239
      3,210
      2,916
      7,303
      410
      41
      109
      2,994
      4,514
      3,096
      2,033
      -3,826
      152
      -106
      -37
      -31
      -35
      22,429
      4,391
      3,512
      702
      176
      1,405
      176
      176
      15,888
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 2 844,198
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 15,163
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 15,163
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,163
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 16,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 83
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 754
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax754 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 ofMARK A PARESKY Telephone no. (305) 842-2801

Located at1450 BRICKELL AVE STE 2170MIAMIFL ZIP+4331313482
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAVID S PARESKY TRUSTEE
0.00 		0 0 0
7212 FISHER ISLAND DR
FISHER ISLAND,FL33109
LINDA K PARESKY TRUSTEE
0.00 		0 0 0
7212 FISHER ISLAND DR
FISHER ISLAND,FL33109
PAMELA B PARESKY TRUSTEE
0.00 		0 0 0
515 WEST 18TH ST UNIT 2004
NEW YORK,NY10011
LAURA J GOULD TRUSTEE
0.00 		0 0 0
410 SOUTH HIBISCUS DRIVE
MIAMI,FL33139
MARK A PARESKY TRUSTEE
0.00 		0 0 0
4375 LAKE RD
MIAMI,FL33137
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
BANK OF AMERICA INVESTMENT MGMT/CUSTODY 122,868
P O BOX 653067
DALLAS,TX752653067
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
17,661,580
b
Average of monthly cash balances.......................
1b
135,164
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
17,796,744
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
17,796,744
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
266,951
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,529,793
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
876,490
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
876,490
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
15,163
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,163
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
861,327
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
861,327
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
861,327
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
765,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
765,000
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 7 861,327
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 759,939
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 765,000
a Applied to 2024, but not more than line 2a 759,939
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..... 5,061
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		856,266
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
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

THE MIAMI FOUNDATION

40 NW 3RD STREET SUITE 305
MIAMI,FL33128 		NONE   CHARITABLE 765,000
Total ................................. 3a 765,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 382,338  
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 ............ 		    14 506,621  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 888,959 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
888,959
(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
THE FAMILY PHILANTHROPIC FOUNDATION
 
Employer identification number

65-0969069
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
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number
65-0969069
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
DAVID LINDA PARESKY
7212 FISHER ISLAND DR
 
FISHER ISLAND, FL33109

$ 998,913


(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
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
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
 1,454 SHRS OF SPY $ 998,913 2025-12-30
(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
THE FAMILY PHILANTHROPIC FOUNDATION
  		Employer identification number

65-0969069
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:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 7,000 7,000   0

TY 2025 InvestmentsCorpStockSchedule
Name:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 125,544 143,582
ADOBE INC 98,311 69,998
AIRPRODUCTS & CHEM 22,465 18,774
ALLSPRING ABSOLUTE RETURN FUND 114,000 114,440
ALPHABET/GOOGLE INC CL A 87,478 375,600
ALPHABET/GOOGLE INC CL C 12,653 251,040
AMAZON COM INC 166,299 438,558
AMERICAN BEACON AHL MANG 175,000 155,520
AMERICAN WTR WRKS CO 18,077 26,100
ANALOG DEVICES 42,706 135,600
APPLE INC 102,785 598,092
APPLIED MATLS INC 125,126 205,592
AT&T INC 42,332 37,260
AUTOMATIC DATA PROCESSING 12,986 77,169
BECTON DICKINSON & CO 34,621 38,814
BERKSHIRE HATHAWAY INC 45,405 100,530
BLACKROCK GLOBAL LONG SHORT EQUITY FD 170,000 195,579
BLACKROCK INC REG SHS 73,710 153,059
BLACKSTONE ALT MULTI 235,000 243,967
BLACKSTONE INC 18,291 18,034
BOSTON SCIENTIFIC CORP 27,648 76,280
BROADCOM INC 41,090 519,150
CATERPILLAR INC 29,425 114,574
CHEVRON CORP 55,082 53,344
CHUBB LTD 66,754 96,133
CISCO SYS INC 49,600 115,545
CITIGROUP 75,756 163,366
COLUMBIA BOND FUND 750,000 771,638
COLUMBIA EMERGING MARKETS FUND 38,000 58,774
COMCAST CORP 50,192 44,446
CONOCOPHILLIPS 80,420 65,527
CORTEVA INC REG SHS 44,839 46,921
COSTCO WHSL CORP 30,413 129,351
CVS HEALTH CORP 62,855 61,504
DANAHER CORP 1,837 22,892
DISNEY WALT CO 36,272 68,262
DOMINION ENERGY INC 85,309 82,026
DOW INC REG 40,699 18,704
EASTMAN CHEMICAL 29,087 25,532
EATON CORP PLC 111,836 116,256
ELECTRONIC ARTS 42,975 61,299
ELILILLY & CO 11,093 12,896
EMERSON ELECTRIC 62,019 106,176
EXPEDIA GROUP INC 10,113 28,331
EXXON MOBIL CORP 186,352 228,646
FRANKLIN FLTG RATE DAILY ACCESS 80,000 71,034
GENL DYNAMICS CORP COM 53,483 94,265
GILEAD SCIENCES INC 2,174 61,370
HOME DEPOT INC 104,436 151,404
INVESCO WTR RES PORT 29,286 105,614
ISHARES CORE S&P SMALL-CAP ETF 329,102 781,170
ISHARES INC MSCI 83,028 109,020
ISHARES RUSSELL 2000 ETF 311,178 369,240
ISHARES TR MSCI EAFE INDEX FD 1,161,567 1,610,280
ISHARES TR MSCI EMERGING MKTS INDEX FD 494,616 638,590
JOHNSON & JOHNSON 42,169 103,475
JP MORGAN CHASE 190,074 322,220
KIMBERLY CLARK 120,070 60,534
L3HARRIS TECHNOLOGIES INC 81,465 117,428
MCDONALDS CORP 69,119 137,534
MEDTRONIC INC 40,229 48,030
MERCK AND CO INC SHS 79,628 105,260
META PLATFORMS INC CLASS A COMMON STOCK 78,796 66,009
MFS RESEARCH INTL FD 225,029 304,972
MICROSOFT CORP 248,785 725,914
MONDELEZ INTL 63,943 80,745
MORGAN STANLEY 119,518 232,919
NETFLIX COM INC 33,617 93,760
NEUBERGER BERMAN LONG 150,000 154,889
NEXTERA ENERGY INC 46,119 83,732
NIKE INC 12,845 31,855
NVIDIA 103,497 932,500
PALO ALTO NETWORKS INC 167,615 239,460
PEPSICO INC 84,004 92,857
PFIZER INC 105,760 62,250
PIMCO COMMODITY REAL 125,000 134,314
PNC FINCL SERVICES GROUP 84,001 110,001
PROCTER & GAMBLE 66,560 95,731
PROLOGIS INC 70,387 76,596
RTX CORP 34,029 102,337
SALESFORCE COM INC 86,872 172,192
SEMPRA 82,554 88,290
SPDR GOLD TR 43,053 118,893
SPDR S&P MIDCAP 400 ETF TR 795,017 1,357,380
SPDR TR UNIT SER 1 (S&P 500) 1,165,682 2,014,392
THERMO FISHER SCIENTIFIC 54,107 57,945
TJX COS INC NEW 25,765 33,641
TRUIST FINL CORP/FKA SUNTRUST 50,630 68,894
UNION PAC CORP 52,358 57,367
UNITEDHEALTH GROUP 98,136 89,790
VALERO ENERGY CORP 29,813 65,116
VANGUARD INTEX TR MID-CAP VALUE ETF 81,681 124,159
VERTEX PHARMCTLS 21,562 45,336
VISA INC 38,508 175,355
WALMART INC 76,695 113,972
WASTE MANAGEMENT INC NEW 42,265 43,942
WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND 32,875 56,572
YUM BRANDS INC 6,712 60,512

TY 2025 OtherDecreasesSchedule
Name:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Description Amount
PRIOR PERIOD AD 29,520


TY 2025 OtherProfessionalFeesSchedule
Name:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT MANAGEMENT FEES - US TRUST 122,868 122,868   0


TY 2025 TaxesSchedule
Name:
THE FAMILY PHILANTHROPIC FOUNDATION
EIN:
65-0969069
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 16,000 0   0
FOREIGN TAXES 5,777 5,777   0
FEDERAL EXCISE TAX 2,834 0   0