Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
Herrendorf Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)CO Joshua Herrendorf 425 Huehl 7
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Northbrook, IL60062
A Employer identification number

36-3553268
B Telephone number (see instructions)

(312) 218-7204
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$43,507,742J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,070,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 173,083 173,083  
4 Dividends and interest from securities... 895,980 895,980  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 354,442
b Gross sales price for all assets on line 6a 9,378,943
7 Capital gain net income (from Part IV, line 2)... 354,442
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
583,415 583,415  
12 Total. Add lines 1 through 11........ 4,076,920 2,006,920  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,000 0   50,000
14 Other employee salaries and wages...... 194,792 0   194,792
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
91,248 18,250   72,998
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,100 5,110   45,990
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,121,676 0   1,121,676
17 Interest............... 244,613 0   244,613
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
99,777 0   15,028
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
467,084 205,697   289,483
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,320,290 229,057   2,034,580
25 Contributions, gifts, grants paid....... 2,502,623 2,502,623
26 Total expenses and disbursements. Add lines 24 and 25 4,822,913 229,057   4,537,203
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -745,993
b Net investment income (if negative, enter -0-) 1,777,863
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 849,974 93,401 93,401
2 Savings and temporary cash investments......... 587,373 1,313,771 1,313,771
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 30,835,655 Click to see attachment
List of Attached Documents:
// Content
28,186,449 		28,186,449
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 3,106,327 6,460,207 6,460,207
13 Investments—other (attach schedule).......... 3,374,541 Click to see attachment
List of Attached Documents:
// Content
2,540,983 		2,540,983
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,992,385 		Click to see attachment
List of Attached Documents:
// Content
4,912,931 		Click to see attachment
List of Attached Documents:
// Content
4,912,931
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,746,255 43,507,742 43,507,742
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
4,208,000 		Click to see attachment
List of Attached Documents:
// Content
4,208,000
23 Total liabilities (add lines 17 through 22)......... 4,208,000 4,208,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 37,538,255 39,299,742
29 Total net assets or fund balances (see instructions)..... 37,538,255 39,299,742
30 Total liabilities and net assets/fund balances (see instructions). 41,746,255 43,507,742
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
37,538,255
2
Enter amount from Part I, line 27a .....................
2
-745,993
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,507,480
4
Add lines 1, 2, and 3 ..........................
4
39,299,742
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,299,742
Form 990-PF (2024)
Form 990-PF (2024)
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 Various P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,378,943   9,024,501 354,442
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       354,442
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 354,442
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 right arrow 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 24,712
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 24,712
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 24,712
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 67,607
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 67,607
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 42,895
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow42,895 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
right arrowIL
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 2024 or the taxable year beginning in 2024? 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
Yes
 
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 addressright arrowherrendorf.org
14
The books are in care ofright arrowDavid P Pogrund Telephone no.right arrow (312) 782-3636

Located atright arrow8 S Michigan Ave Ste 333ChicageIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowCA
Form 990-PF (2024)
Form 990-PF (2024)
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 ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Suzi Glassman VP/Director
8.00 		25,000 0 0
120 N Village Way
Jupiter,FL33458
Joshua Herrendorf President/Director
8.00 		25,000 0 0
120 N Village Way
Jupiter,FL33458
Kasondra Cohen Herrendorf VP/Director
10.00 		0 0 0
3308 Trutch Street
Vancouver,British Columbia  
CA
David P Pogrund Secretary/Treasurer
1.00 		0 0 0
8 S Michigan Avenue Ste 333
Chicago,IL60603
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
Corey Hardiman Exec Dir Scholar and
40.00 		132,500 0 0
351 E 119th Street
Chicago,IL60628
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Lachelle S Metcalf Consultant - Program Services 91,854
2911 W 132nd Street
Gardena,CA90249
Stone Pogrund & Korey Legal services 91,248
1 EWacker Drive Suite 2610
Chicago,IL60601
Lipschultz Levin & Gray LLC Accounting Service 51,100
425 Huehl Rd Bldg 7
Northbrook,IL60062
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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
29,510,903
b
Average of monthly cash balances.......................
1b
471,690
c
Fair market value of all other assets (see instructions)................
1c
12,644,259
d
Total (add lines 1a, b, and c).........................
1d
42,626,852
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
4,208,000
3
Subtract line 2 from line 1d.........................
3
38,418,852
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
576,283
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,842,569
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,892,128
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,892,128
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
24,712
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
19,301
c
Add lines 2a and 2b............................
2c
44,013
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,848,115
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,848,115
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
1,848,115
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, column (d), line 26 ..........
1a
4,537,203
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
4,537,203
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,848,115
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 94,317
b From 2020......  
c From 2021...... 1,060,904
d From 2022...... 1,434,335
e From 2023...... 1,913,676
f Total of lines 3a through e ........ 4,503,232
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,537,203
a Applied to 2023, 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)........ 		Click to see attachment
List of Attached Documents:
// Content
2,070,000
d Applied to 2024 distributable amount..... 1,848,115
e Remaining amount distributed out of corpus 619,088
5 Excess distributions carryover applied to 2024. 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 7,192,320
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		2,070,000
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		94,317
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		5,028,003
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 1,060,904
c Excess from 2022.... 1,434,335
d Excess from 2023.... 1,913,676
e Excess from 2024.... 619,088
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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, b, or c 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 right arrow 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, b, c, and d. 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 (2024)
Form 990-PF (2024)
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

Admirals Cove Foundation

200 Admirals Cove Boulevard
Jupiter,FL33477 		  PC Charitable contributions 100,000
Adrian Hamel - Illinios Institute o


8255 S Houston Ave
Chicago,IL60617 		  I Educational Travel/Study Abroad/Field Trips 249
Adrian Hamel - Illinios Institute o


8255 S Houston Ave
Chicago,IL60617 		  I Scholarships 7,500
Adrian Hamel - Illinios Institute o


8255 S Houston Ave
Chicago,IL60617 		  I Scholarships 7,500

Agudah Camps

3535 W Peterson Ave
Chicago,IL60659 		  PC Charitable contributions 10,000
Aiyannah Tasker-Lewis - New York Un


55 East 10th Street 0711
New York,NY10003 		  I General additional education related support 535
Aiyannah Tasker-Lewis - New York Un


56 East 10th Street 0711
New York,NY10004 		  I Scholarships 683
Aiyannah Tasker-Lewis - New York Un


57 East 10th Street 0711
New York,NY10005 		  I General additional education related support 700
Aiyannah Tasker-Lewis - New York Un


58 East 10th Street 0711
New York,NY10006 		  I General additional education related support 1,220
Aiyannah Tasker-Lewis - New York Un


59 East 10th Street 0711
New York,NY10007 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


60 East 10th Street 0711
New York,NY10008 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


61 East 10th Street 0711
New York,NY10009 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


62 East 10th Street 0711
New York,NY10010 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


63 East 10th Street 0711
New York,NY10011 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


64 East 10th Street 0711
New York,NY10012 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


65 East 10th Street 0711
New York,NY10013 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


66 East 10th Street 0711
New York,NY10014 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


67 East 10th Street 0711
New York,NY10015 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


68 East 10th Street 0711
New York,NY10016 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


69 East 10th Street 0711
New York,NY10017 		  I Scholarships - Housing 3,258
Aiyannah Tasker-Lewis - New York Un


70 East 10th Street 0711
New York,NY10018 		  I Scholarships 6,326
Alexis Harvey - Spelman College


8256 S Houston Ave
Chicago,IL60618 		  I Scholarships 5,000
Alexis Harvey - Spelman College


8257 S Houston Ave
Chicago,IL60619 		  I Scholarships 4,500

Friends of Sheba Medical Center

6505 Wilshire Blvd Suite 615
Los Angeles,CA90048 		  PC Charitable contributions 50,000
Andrew James Robert Thompson


3838 Albert Street Unit 3
Burnaby,British ColumbiaV5C 2E1
CA 		  I Donation to an Individual 1,000
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94720 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94721 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94722 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94723 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94724 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94725 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94726 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94727 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94728 		  I Scholarships - Housing 1,545
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94729 		  I Scholarships - Housing 1,650
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94730 		  I Scholarships 10,029
Anelalani Vares - University of Cal


University Avenue and Oxford St
Berkeley,CA94731 		  I Scholarships 12,572
Anna Luong - Vancouver Community Co


1155 East Broadway
Vancouver,British ColumbiaV5T 4V5
CA 		  I Scholarships 225
Anna Luong - Vancouver Community Co


1156 East Broadway
Vancouver,British ColumbiaV5T 4V6
CA 		  I Scholarships 800

Bella Angels

13860 Wellington Trace 38-111
Wellington,FL33414 		  PC Charitable contributions 10,000
Bianca Pagano - Washington Universi


6515 Wydown Blvd
St Louis,MO631052215 		  I General additional education related support 384
Bianca Pagano - Washington Universi


6515 Wydown Blvd
St Louis,MO631052215 		  I Scholarships - Housing 723
Bianca Pagano - Washington Universi


6515 Wydown Blvd
St Louis,MO631052215 		  I Scholarships 17,583
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94720 		  I Scholarships - Housing 1,578
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94721 		  I Scholarships - Housing 1,590
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94722 		  I Scholarships - Housing 1,590
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94723 		  I Scholarships - Housing 1,590
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94724 		  I Scholarships - Housing 1,590
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94725 		  I Scholarships - Housing 1,590
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94726 		  I Scholarships - Housing 1,590
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94727 		  I Scholarships - Housing 1,590
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94728 		  I Scholarships - Housing 1,620
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94729 		  I Scholarships - Housing 1,620
Breya Barber - University of Califo


University Avenue and Oxford St
Berkeley,CA94730 		  I Scholarships 9,385
Brian Owens


20857 Langworth Pl
Porter,TX77365 		  I Donation to an Individual 1,000

Britannia Elementary

1110 Cotton Drive
Vancouver,British ColumbiaV3L3T5
CA 		  PC Charitable contributions 10,000

Britannia Elementary

1110 Cotton Drive
Vancouver,British ColumbiaV3L3T5
CA 		  PC Charitable contributions 15,000
Brittani Hill


14307 Kensington Trace
Lithonia,GA30038 		  I Donation to an Individual 2,500
Cameron Hill - John A Logan Communi


00 Logan College Dr
Carterville,IL62918 		  I Scholarships 8,631

Camh Foundation

100 Stokes Street 5th Floor Bell
Gateway Building
Toronto,OntarioM6J 1H4
CA 		  PC Charitable contributions 9,550
Candyce Wong - Simon Fraser Univers


8888 University Dr W
Burnaby,British ColumbiaV5A 1S6
CA 		  I Scholarships 1,175
Candyce Wong - Simon Fraser Univers


8888 University Dr W
Burnaby,British ColumbiaV5A 1S6
CA 		  I Scholarships 1,718
Candyce Wong - Simon Fraser Univers


8888 University Dr W
Burnaby,British ColumbiaV5A 1S6
CA 		  I Scholarships 1,933

Caring and Enriching Hearts INC

PO BOX 60716
Palo Alto,CA94306 		  PC Charitable contributions 10,000
Carmen Estrada - University of Illi


1200 West Harrison St
Chicago,IL60617 		  I Scholarships 7,998
Catherine Hou - Boston College


140 Commonwealth Avenue Lyons Hall
Room 103
Chestnut Hill,MA024670123 		  I Scholarships 262
Catherine Hou - Boston College


140 Commonwealth Avenue Lyons Hall
Room 103
Chestnut Hill,MA024670123 		  I Scholarships 7,787
Catherine Hou - Boston College


140 Commonwealth Avenue Lyons Hall
Room 103
Chestnut Hill,MA024670123 		  I Scholarships 44,848
Catherine Hou - Boston College


140 Commonwealth Avenue Lyons Hall
Room 103
Chestnut Hill,MA024670123 		  I Scholarships 49,573
Chloe Nguyen-Tran - University of B


2329 West Mall
Vancouver,British ColumbiaV6T1Z4
CA 		  I Scholarships 2,806

Concrete Rose 773

91 Oglesby Ave
Calumet City,IL60409 		  PC Charitable contributions 500

Congregation Beth Israel

989 West 28 Avenue
Vancouver,British ColumbiaV5Z 0E6
CA 		  PC Charitable contributions 1,469
Cory Murdock - North Carolina Agric


1601 East Market Street
Greensboro,NC27411 		  I Scholarships 11,470
Cory Murdock - North Carolina Agric


1601 East Market Street
Greensboro,NC27411 		  I Scholarships 11,518
David Wilson - Morehouse College


830 Westview Drive SW
Atlanta,GA30314 		  I Scholarships 1,000
DeAndre Edwards - Prairie View AM U


700 University Drive
Prairie View,TX77446 		  I Scholarships 5,000
Deaunte Nelson - University of Brit


2329 West Mall
Vancouver,British ColumbiaV6T1Z4
CA 		  I General additional education related support 175
Deaunte Nelson - University of Brit


2330 West Mall
Vancouver,British ColumbiaV6T1Z5
CA 		  I General additional education related support 175
Deaunte Nelson - University of Brit


2331 West Mall
Vancouver,British ColumbiaV6T1Z6
CA 		  I General additional education related support 175
Deaunte Nelson - University of Brit


2332 West Mall
Vancouver,British ColumbiaV6T1Z7
CA 		  I General additional education related support 350
Deaunte Nelson - University of Brit


2333 West Mall
Vancouver,British ColumbiaV6T1Z8
CA 		  I General additional education related support 525
Elijah Senior - Loyola Marymount U


1 LMU Drive Suite 270
Los Angeles,CA900452659 		  I General additional education related support 4,003
Elijah Senior - Loyola Marymount U


1 LMU Drive Suite 270
Los Angeles,CA900452659 		  I Scholarships 19,338
Elijah Senior - Loyola Marymount U


1 LMU Drive Suite 270
Los Angeles,CA900452659 		  I Scholarships 23,327

Elizabeth House

PO Box 94077
Pasadena,CA911094077 		  PC Charitable contributions 10,000
Emma Lefebvre-Tatti - University of


3800 Finnerty Road
Victoria,British ColumbiaV8P5C2
CA 		  I Scholarships 1,905
Eva Yueng - Simon Fraser University


8888 University Dr W
Burnaby,British ColumbiaV5A1S6
CA 		  I General additional education related support 175
Eva Yueng - Simon Fraser University


8889 University Dr W
Burnaby,British ColumbiaV5A1S7
CA 		  I General additional education related support 1,000
Eva Yueng - Simon Fraser University


8890 University Dr W
Burnaby,British ColumbiaV5A1S8
CA 		  I Scholarships 1,280
Eva Yueng - Simon Fraser University


8891 University Dr W
Burnaby,British ColumbiaV5A1S9
CA 		  I Scholarships 1,400
Falyn Gill - Howard University


2400 6th Street NW Suite 115
District of Columbia,WA20059 		  I Scholarships 500

The Foundation for Defense of Democracies

PO Box 33249
District of Columbia,WA20059 		  PC Charitable contributions 50,000

Friends of United Hatzalah

208 E 51st St 303
New York,NY10022 		  PC Charitable contributions 40,000
Gabrielle Erawoc - Trinity College


Office of Student Accounts 300
Summit Street
Hartford,CT06106 		  I Scholarships 3,216
Gabrielle Erawoc - Trinity College


Office of Student Accounts 300
Summit Street
Hartford,CT06106 		  I Scholarships 13,474
Gabrielle Erawoc - Trinity College


Office of Student Accounts 300
Summit Street
Hartford,CT06106 		  I Scholarships 20,135

Hadassah

PO BOX 1100
New York,NY102681100 		  PC Charitable contributions 37,500

Hockey Education Reaching Out Society

184 1857 West 4th Avenue
Vancouver,British ColumbiaV6J1M4
CA 		  PC Charitable contributions 2,500

Hockey Education Reaching Out Society

184 1857 West 4th Avenue
Vancouver,British ColumbiaV6J1M4
CA 		  PC Charitable contributions 2,600

Hockey Education Reaching Out Society

184 1857 West 4th Avenue
Vancouver,British ColumbiaV6J1M4
CA 		  PC Charitable contributions 53,700

Hustle Mommies

110 N Kenilworth 1C
Oak Park,IL60301 		  PC Charitable contributions 10,000
Isabelle Harley - Douglas College


700 Royal Avenue
New Westminster,British ColumbiaV3M5Z5
CA 		  I Scholarships 754
Isabelle Harley - Douglas College


700 Royal Avenue
New Westminster,British ColumbiaV3M5Z5
CA 		  I Scholarships 1,018
Isabelle Harley - Douglas College


700 Royal Avenue
New Westminster,British ColumbiaV3M5Z5
CA 		  I Scholarships 1,762
Jadon Alan Wanless - Langara Colleg


101 West 49th Ave
Vancouver,British ColumbiaV5Y2Z7
CA 		  I General additional education related support 619
Jadon Alan Wanless - Langara Colleg


102 West 49th Ave
Vancouver,British ColumbiaV5Y2Z8
CA 		  I Scholarships 1,215
Jadon Alan Wanless - Langara Colleg


103 West 49th Ave
Vancouver,British ColumbiaV5Y 2Z9
CA 		  I Scholarships 917

JAFCO -Jewish Adoption and Family Care

4200 North University Drive
Sunrise,FL33351 		  PC Charitable contributions 10,000

JAFCO -Jewish Adoption and Family Care

4200 North University Drive
Sunrise,FL33351 		  PC Charitable contributions 25,000
Jailyn Johnson - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Scholarships 4,134
Jailyn Johnson - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Scholarships - Housing 11,402
Jailyn Johnson - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Scholarships 11,670
Jailyn Johnson - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Scholarships 11,954
Jailyn Johnson - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Emergency aid for Scholar 400
Jailyn Johnson - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Scholarships 22,750
Jailyn Johnson - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Scholarships 23,150
Jamar Bailey


3822 Kushla Ave
Dallas,TX75216 		  I Donation to an Individual 1,000
Jamar Bailey III - Howard Universit


2401 6th Street NW Suite 115
Distric of Columbia,WA20060 		  I General additional education related support 260
Jamar Bailey III - Howard Universit


2402 6th Street NW Suite 115
Distric of Columbia,WA20061 		  I Scholarships 301
Jamar Bailey III - Howard Universit


2403 6th Street NW Suite 115
Distric of Columbia,WA20062 		  I General additional education related support 397
Jamar Bailey III - Howard Universit


2404 6th Street NW Suite 115
Distric of Columbia,WA20063 		  I Scholarships 14,275
Jamar Bailey III - Howard Universit


2405 6th Street NW Suite 115
Distric of Columbia,WA20064 		  I Scholarships 14,476

Jewish Federation of Metropolitan Chicago

30 S Wells St
Chicago,IL60606 		  PC Charitable contributions 5,000

Jewish Federation of Metropolitan Chicago

30 S Wells St
Chicago,IL60606 		  PC Charitable contributions 10,000

Jewish Federation of Metropolitan Chicago

30 S Wells St
Chicago,IL60606 		  PC Charitable contributions 5,500

Jewish Federation of Metropolitan Chicago

30 S Wells St
Chicago,IL60606 		  PC Charitable contributions 15,000

Jewish Family Services - Florida

5841 Corporate Way Suite 200
West Palm Beach,FL33407 		  PC Charitable contributions 10,000

Jewish Family Services of Vancouver

201-475 East Broadway
Vancouver,British ColumbiaV5T1W9
CA 		  PC Charitable contributions 3,723
Jordanne Nichols - Cornell Universi


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14853 		  I Scholarships 338
Jordanne Nichols - Cornell Universi


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14853 		  I General additional education related support 1,050
Jordanne Nichols - Cornell Universi


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14854 		  I General additional education related support 3,520
Jordanne Nichols - Cornell Universi


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14855 		  I Scholarships 4,124
Jordanne Nichols - Cornell Universi


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14856 		  I Scholarships 14,396
Jose Barrios


843 Saucer Ln
Los Angeles,CA90059 		  I Donation to an Individual 1,000

JUF Donor Advised Fund

Ben Gurion Way 30 S Wells Street
Chicago,IL60606 		  PC Education scholarships 50,000
Kaliek Lake - Morehouse College


830 Westview Drive SW
Atlanta,GA30314 		  I Scholarships 1,000
Kamaal A Muhammad - North Carolina


1601 East Market Street
Greensboro,NC27411 		  I Scholarships 1,000
Kameron Hayes - Howard University


2400 6th Street NW Suite 115
District of Columbia,WA20059 		  I General additional education related support 500
Katerra Stewart - Vancouver Communi


1155 East Broadway
Vancouver,British ColumbiaV5T4V5
CA 		  I Scholarships 565
Katerra Stewart - Vancouver Communi


1155 East Broadway
Vancouver,British ColumbiaV5T4V5
CA 		  I Scholarships 1,199
Katerra Stewart - Vancouver Communi


1156 East Broadway
Vancouver,British ColumbiaV5T4V6
CA 		  I Scholarships 4,175
Katerra Stewart - Vancouver Communi


1157 East Broadway
Vancouver,British ColumbiaV5T4V7
CA 		  I Scholarships 4,175

Kids' Meals Inc

330 Garden Oaks BLVD
Houston,TX77018 		  PC Charitable contributions 1,500
Kynnedy Smith - Columbia University


1140 Amsterdam Avenue
New York,NY10027 		  I Scholarships 108
Kynnedy Smith - Columbia University


1141 Amsterdam Avenue
New York,NY10027 		  I General additional education related support 500
Kynnedy Smith - Columbia University


1142 Amsterdam Avenue
New York,NY10027 		  I Direct Aid to Scholar 750
Kynnedy Smith - Columbia University


1143 Amsterdam Avenue
New York,NY10027 		  I General additional education related support 1,082
Kynnedy Smith - Columbia University


1144 Amsterdam Avenue
New York,NY10027 		  I Scholarships 2,952
Larry Hamlin


37474 Monarch Street
Palmdale,CA93552 		  I Donation to an Individual 1,000

The Lebron James Family Foundation

3800 Embassy PKWY Ste 360
Akron,OH443338389 		  PC Charitable contributions 7,500

Lone Soldier Foundation

510 Broadhollow Road
Melville,NY11747 		  PC Charitable contributions 10,000
Lop Hou


119 Clearfield Drive
San Francisco,CA94132 		  I Donation to an Individual 1,000

Maple Leaf Junior Tour

PO Box 18083
Tsawwassen,British ColumbiaV4L2B0
CA 		  PC Charitable contributions 7,600

Maple Leaf Junior Tour

PO Box 18083
Tsawwassen,British ColumbiaV4L2B0
CA 		  PC Charitable contributions 19,000
Melitta Johnson


17657 Ponderosa Way
Carson,CA90746 		  I Donation to an Individual 1,000
Michael Doyle


4106 Sweetwater Falls
Ellenwood,GA30294 		  I Donation to an Individual 1,000
Miguel Romero - University of Illin


1201 West Harrison St
Chicago,IL60608 		  I Scholarships 8,513
Mikhaila Doyle - Brown University


Box 2015
Providence,RI02912 		  I Scholarships 44,378
Mikhaila Doyle - Brown University


Box 2015
Providence,RI02912 		  I Scholarships 49,158
Nahla Owens - Harvard


1351 Massachusetts Avenue
Cambridge,MA02138 		  I Scholarships 13,096
Nahla Owens - Harvard


1351 Massachusetts Avenue
Cambridge,MA02138 		  I Scholarships 13,226
Nelson Finn Ghosh-Leudke - Sciences


2329 West Mall
Vancouver,British ColumbiaV6T1Z4
CA 		  I Scholarships 16,000
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14853 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14854 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14855 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14856 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14857 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14858 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14859 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14860 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14861 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14862 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14863 		  I Scholarships - Housing 735
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14864 		  I Scholarships 5,370
Nia Johnson - Cornell University


Martin Y Tang Welcome Center 616
Thurston Ave
Ithaca,NY14865 		  I Scholarships 5,526

No Longer Fatherless

1648 Taylor Road 114
Port Orange,FL32128 		  PC Charitable contributions 1,500
Osiris Jacob - Simon Fraser Univers


8888 University Drive
Burnaby,British ColumbiaV5A1S6
CA 		  I General additional education related support 544
Osiris Jacob - Simon Fraser Univers


8889 University Drive
Burnaby,British ColumbiaV5A1S7
CA 		  I Scholarships 3,700

Place of Hope

9078 ISAIAH LANE
Palm Beach Gardens,FL33418 		  PC Charitable contributions 100,000

Place of Hope

9078 ISAIAH LANE
Palm Beach Gardens,FL33418 		  PC Charitable contributions 25,000

RAISEUP Families

2500 TANGLEWILDE ST SUITE 350
Houston,TX77063 		  PC Charitable contributions 500
Rasul Bey


4800 S Lake Park Ave APT 2208
Chicago,IL60615 		  I Donation to an Individual 1,000

Roseland Christian Ministries Center

10858 South Michigan Avenue
Chicago,IL60623 		  PC Charitable contributions 5,000
Ryan D Ellis - Spelman College


Packard Hall 1st Floor
Atlanta,GA30314 		  I Scholarships 1,000
Ryann Gholston - Syracuse Universit


350 Spelman Lane SW
Syracuse,NY13244 		  I Emergency aid for Scholar 402
Ryann Gholston - Syracuse Universit


Syracuse University Bursar
Operations 119 Bowne Hall
Syracuse,NY13245 		  I Scholarships 8,198
Ryann Gholston - Syracuse Universit


Syracuse University Bursar
Operations 119 Bowne Hall
Syracuse,NY13246 		  I Scholarships 17,569
Sabine Ramirez - University of Illi


1200 West Harrison St
Chicago,IL60607 		  I General additional education related support 808
Sanai Pamilton - Hampton University


100 E Queen St
E Queen St,VA23669 		  I Scholarships 3,700

Sarah McLachlan School of Music Society

200 - 138 East 7th Ave
Vancouver,British ColumbiaV5T1M6
CA 		  PC Charitable contributions 325
Sari Nicole Zinnerman - Howard Univ


2400 6th Street NW Suite 115
Distric of Columbia,WA20059 		  I Scholarships 1,000
Scott Thomson - Dalhousie Universit


6230 Coburg Road
Halifax,Nova ScotiaB3H 4J5
CA 		  I General additional education related support 359
Shemaiah Abatayo - Trinity Western


22500 University Drive
Langley,British ColumbiaV2Y1Y1
CA 		  I General additional education related support 2,229
Several Scholars OWLS II Program


1 East Wacker Drive Suite 2610
Chicago,IL60610 		  I Counselling and Individual Support 556
Several Scholars OWLS II Program


1 East Wacker Drive Suite 2610
Chicago,IL60610 		  I Counselling and Individual Support 595
Several Scholars OWLS II Program


1 East Wacker Drive Suite 2610
Chicago,IL60610 		  I Counselling and Individual Support 680
Several Scholars OWLS II Program


1 East Wacker Drive Suite 2610
Chicago,IL60610 		  I Counselling and Individual Support 770
Shemaiah Abatayo - Trinity Western


22500 University Drive
Langley,British ColumbiaV2Y1Y1
CA 		  I Scholarships 150
Shemaiah Abatayo - Trinity Western


22500 University Drive
Langley,British ColumbiaV2Y1Y1
CA 		  I General additional education related support 338
Shemaiah Abatayo - Trinity Western


22500 University Drive
Langley,British ColumbiaV2Y1Y1
CA 		  I General additional education related support 992
Shemaiah Abatayo - Trinity Western


22501 University Drive
Langley,British ColumbiaV2Y1Y1
CA 		  I General additional education related support 1,200
Shemaiah Abatayo - Trinity Western


22502 University Drive
Langley,British ColumbiaV2Y 1Y3
CA 		  I Scholarships 3,700

Simon Wiesenthal Center

77 West Wacker Suite 4500
Chicago,IL60601 		  PC Charitable contributions 50,000

Single Moms Inc

7525 Auburn Blvd 5
Citrus Heights,CA95610 		  PC Charitable contributions 10,000
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641078 		  I Scholarships 280
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641079 		  I Scholarships 661
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641080 		  I General additional education related support 926
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641081 		  I General additional education related support 926
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641082 		  I Scholarships 2,567
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641083 		  I Scholarships 2,567
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641084 		  I General additional education related support 2,567
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641085 		  I Scholarships 10,473
Sonia DeLarios Moran - UC Santa Cru


SBS Financial Service Center UCSC
Hahn 102 1156 HIGH STREET
Santa Cruz,CA950641086 		  I Scholarships 7,884
Taylor Smith - Howard University


2400 6th Street NW Suite 115
Distric of Columbia,WA20059 		  I Scholarships 1,500
Taylor Smith - Howard University


2401 6th Street NW Suite 115
Distric of Columbia,WA20060 		  I Scholarships - Housing 2,399
Taylor Smith - Howard University


2402 6th Street NW Suite 115
Distric of Columbia,WA20061 		  I Scholarships - Housing 2,400
Taylor Smith - Howard University


2403 6th Street NW Suite 115
Distric of Columbia,WA20062 		  I Scholarships - Housing 2,404
Taylor Smith - Howard University


2404 6th Street NW Suite 115
Distric of Columbia,WA20063 		  I Scholarships - Housing 2,447
Taylor Smith - Howard University


2405 6th Street NW Suite 115
Distric of Columbia,WA20064 		  I Scholarships - Housing 2,450
Taylor Smith - Howard University


2406 6th Street NW Suite 115
Distric of Columbia,WA20065 		  I Scholarships - Housing 2,451
Taylor Smith - Howard University


2407 6th Street NW Suite 115
Distric of Columbia,WA20066 		  I Scholarships - Housing 2,468
Taylor Smith - Howard University


2408 6th Street NW Suite 115
Distric of Columbia,WA20067 		  I Scholarships - Housing 2,468
Taylor Smith - Howard University


2409 6th Street NW Suite 115
Distric of Columbia,WA20068 		  I Scholarships - Housing 2,468
Taylor Smith - Howard University


2410 6th Street NW Suite 115
Distric of Columbia,WA20069 		  I Scholarships - Housing 2,468
Taylor Smith - Howard University


2411 6th Street NW Suite 115
Distric of Columbia,WA20070 		  I Scholarships - Housing 2,468
Taylor Smith - Howard University


2412 6th Street NW Suite 115
Distric of Columbia,WA20071 		  I Scholarships 5,859

SWEAT MAKES CENTS (SMC)

1395 East Cobb Drive 72821
Marietta,GA30068 		  PC Charitable contributions 11,000

THE LANDING YOUTH CENTRE FOUNDATION

100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		  PC Charitable contributions 9,248

THE LANDING YOUTH CENTRE FOUNDATION

100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		  PC Charitable contributions 54,771

THE LANDING YOUTH CENTRE FOUNDATION

100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		  PC Charitable contributions 70,485

THE LANDING YOUTH CENTRE FOUNDATION

100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		  PC Charitable contributions 71,152

THE LANDING YOUTH CENTRE FOUNDATION

100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		  PC Charitable contributions 72,735

THE LANDING YOUTH CENTRE FOUNDATION

100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		  PC Charitable contributions 73,651

THE LANDING YOUTH CENTRE FOUNDATION

100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		  PC Charitable contributions 139,758

THE LANDING YOUTH CENTRE FOUNDATION

100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		  PC Charitable contributions 170,766

The Nora Project

PO Box 651
Montgomery,IL60538 		  PC Charitable contributions 6,000
Thornell Senior


120 Maple Ct
Fayetteville,GA30214 		  I Donation to an Individual 1,000

Tikva Children's Home

8 Henderson Dr
West Caldwell,NJ07006 		  PC Charitable contributions 20,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3551 Trousdale Parkway
Los Angeles,CA90089 		  PC Charitable contributions 7,500
Valerie Barrios - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Direct Aid to Scholar 750
Valerie Barrios - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Scholarships 2,627
Valerie Barrios - UCLA


1111 Franklin St 8th Floor
Oakland,CA946075200 		  I Scholarships 4,185

Vancouver Foundation

200-475 West Georgia Street
Vancouver,British ColumbiaV6B4M9
CA 		  PC Charitable contributions 3,500
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I General additional education related support 180
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I General additional education related support 480
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I General additional education related support 945
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I General additional education related support 960
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,893
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,894
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,894
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,894
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,894
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,894
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,894
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,894
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,894
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships - Housing 1,913
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships 5,730
Vanessa Darkwah - University of Cal


UCI Payment Services 228 Aldrich
Hall
Irvine,CA926971975 		  I Scholarships 8,777

West Coast Boys Club Network

315-1641 Lonsdale Ave
North Vancouver,British ColumbiaV7M2J4
CA 		  PC Charitable contributions 11,000

West Coast Boys Club Network

315-1641 Lonsdale Ave
North Vancouver,British ColumbiaV7M2J5
CA 		  PC Charitable contributions 27,000

Youth For a Better Future

228 W Hill St APT 1009
Chicago,IL60610 		  PC Charitable contributions 5,000
Taylor Smith - Howard University


2409 6th Street NW Suite 115
Distric of Columbia,WA20068 		  I Emergency aid for Scholar 637
Alexander McDaniel - USC School of


930 W 34th St SCB105
Los Angeles,CA900892211 		  I Scholarships - Housing 798
Several Scholars


1 East Wacker Drive Suite 2610
Chicago,IL60610 		  I Tuition to Scholars 7,596
Several Scholars


1 East Wacker Drive Suite 2610
Chicago,IL60610 		  I Counselling and Individual Support 19,359
Several Scholars


1 East Wacker Drive Suite 2610
Chicago,IL60610 		  I Educational Travel/Study Abroad/Field Trips 31,650
Total .................................right arrow 3a 2,502,623
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 173,083  
4 Dividends and interest from securities ....     14 895,980  
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 .....     14 583,415  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 354,442  
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 2,006,920 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,006,920
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
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

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Herrendorf Family Foundation Inc
 
Employer identification number

36-3553268
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 ......... Right Arrow $  
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. 1-2025) Page 2
Name of organization
Herrendorf Family Foundation Inc
  		Employer identification number
36-3553268
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
The Oprah Winfrey Charitable Foundation
 
2029 Century Park E Ste 1530n
 
Los Angeles, CA90067

$ 2,070,000


(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
Herrendorf Family Foundation Inc
  		Employer identification number

36-3553268
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
 
$    
(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
Herrendorf Family Foundation Inc
  		Employer identification number

36-3553268
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 2024 AccountingFeesSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 51,100 5,110   45,990

TY 2024 DistributionFromCorpusElection
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Election:
Herrendorf Family Foundation under the direction of the foundation manager, in accordance with the Regulation referenced above and Section 4946(b)(1), is making an election under this subparagraph, applicable to the distributions for tax year 2024 of $2,070,000. In accordance with the Regulation above, the election is to make the distributions of $2,070,000 to out of corpus.

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

TY 2024 ExpenditureResponsibilityStmt
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
Britannia Elementary
  		1110 Cotton Drive
Vancouver,British ColumbiaV3L3T5
CA 		2024-11-21 10,000 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Britannia Elementary
  		1110 Cotton Drive
Vancouver,British ColumbiaV3L3T5
CA 		2024-11-21 15,000 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Camh Foundation
  		100 Stokes Street 5th Floor Bell
Gateway Building
Toronto,OntarioM6J 1H4
CA 		2024-11-21 9,550 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Congregation Beth Israel
  		989 West 28 Avenue
Vancouver,British ColumbiaV5Z 0E6
CA 		2025-04-23 1,469 Charitable Contributions   To the knowledge of the Grantor,there has not been any diversion      
Hockey Education Reaching Out Society
  		184 1857 West 4th Avenue
Vancouver,British ColumbiaV6J1M4
CA 		2024-08-27 2,500 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Hockey Education Reaching Out Society
  		184 1857 West 4th Avenue
Vancouver,British ColumbiaV6J1M4
CA 		2024-10-02 2,600 Charitable Contributions   To the knowledge of the Grantor,there has not been any diversion      
Hockey Education Reaching Out Society
  		184 1857 West 4th Avenue
Vancouver,British ColumbiaV6J1M4
CA 		2024-11-01 53,700 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Jewish Family Services of Vancouver
  		201-475 East Broadway
Vancouver,British ColumbiaV5T1W9
CA 		2024-10-15 3,723 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Maple Leaf Junior Tour
  		PO Box 18083
Tsawwassen,British ColumbiaV4L2B0
CA 		2024-10-02 7,600 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Maple Leaf Junior Tour
  		PO Box 18083
Tsawwassen,British ColumbiaV4L2B0
CA 		2024-08-23 19,000 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Sarah McLachlan School of Music Society
  		200 - 138 East 7th Ave
Vancouver,British ColumbiaV5T1M6
CA 		2025-06-06 325 Charitable contributions   to the knowledge of the Grantor,there has not been any diversion      
THE LANDING YOUTH CENTRE FOUNDATION
  		100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		2025-01-16 9,248 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
THE LANDING YOUTH CENTRE FOUNDATION
  		100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		2024-08-15 54,771 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
THE LANDING YOUTH CENTRE FOUNDATION
  		100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		2025-02-18 70,485 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
THE LANDING YOUTH CENTRE FOUNDATION
  		100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		2025-01-16 71,152 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
THE LANDING YOUTH CENTRE FOUNDATION
  		100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		2024-08-09 72,735 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
THE LANDING YOUTH CENTRE FOUNDATION
  		100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		2024-10-07 73,651 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
THE LANDING YOUTH CENTRE FOUNDATION
  		100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		2025-03-28 139,758 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
THE LANDING YOUTH CENTRE FOUNDATION
  		100-207 West Hastings Street
Vancouver,British ColumbiaV6B1H7
CA 		2025-06-13 170,766 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
Vancouver Foundation
  		200-475 West Georgia Street
Vancouver,British ColumbiaV6B4M9
CA 		2025-03-28 3,500 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
West Coast Boys Club Network
  		315-1641 Lonsdale Ave
North Vancouver,British ColumbiaV7M2J4
CA 		2024-09-16 11,000 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      
West Coast Boys Club Network
  		315-1641 Lonsdale Ave
North Vancouver,British ColumbiaV7M2J5
CA 		2024-09-16 27,000 Charitable contributions   To the knowledge of the Grantor,there has not been any diversion      

TY 2024 InvestmentsCorpStockSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Name of Stock End of Year Book Value End of Year Fair Market Value
Investments - Corporate Stocks 28,186,449 28,186,449

TY 2024 InvestmentsOtherSchedule2
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Investments - Others FMV 136,436 136,436
Investment in 1648 E Homes Ltd FMV 2,404,547 2,404,547

TY 2024 LegalFeesSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal fees 91,248 18,250   72,998


TY 2024 OtherAssetsSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Brookfield Partners   1,522,500 1,522,500
CAPX Fund IV LLC 72,007 67,274 67,274
East Liverpool Nursing Realty LLC 70,808 0 0
Edgewater Growth Cap Ptnrs II 59,506 145,526 145,526
Group 11 Fund VI 468,203 484,085 484,085
HAN Hastings LLC 76,187 78,732 78,732
Hastings Acq LLC -63,050 -60,962 -60,962
IIP Private Investors LLC 5,353 478,805 478,805
Other Receivables 28,500 8,500 8,500
Rock Island Capital Fund II LP 136,866 139,378 139,378
Silverspeak Legacy Fund II LP 6,524 0 0
Sixth (VI) Midwest Millenium Fund 188,218 188,914 188,914
Tal Equities III LP 44,348 44,330 44,330
Unapplied K1 Distributions -236,023 -595,068 -595,068
WA Absolute Return Hedge Fund LLC 241,932 259,987 259,987
WA Directional Hedge Fund LLC 200,171 229,719 229,719
WA Global Fund 204,179 178,246 178,246
WA Private Equity Fund 101,668 117,476 117,476
WA Private Equity Fund X 69,342 58,958 58,958
WA Private Equity Fund XI 46,785 75,519 75,519
WA Private Equity Fund XII LLC 25,397 56,604 56,604
WA Real Estate Fund 227,572 195,066 195,066
Windrose - CP Fund VIII LLC 109,466 136,578 136,578
Windrose - ND Capital Institutional Fund 5 LP -2,443 -4,703 -4,703
Windrose - PCOF IV LLC 30,338 72,741 72,741
Windrose - VWH Fund III LLC 80,619 42,118 42,118
Windrose -TRF II LLC 79,200 80,106 80,106
Windrose FB Lending Pool IV 160,418 162,144 162,144
Windrose FB Lending Pool V 205,002 207,601 207,601
Windrose Opportunity Fund LLC 68,918 71,465 71,465
Windrose Prime Storage Fund III 32,260 71,861 71,861
Windrose Private Credit Fund IV 61,700 207,616 207,616
Windrose Private Natural Fund V 21,185 33,496 33,496
Windrose WRPV XIV 83,709 88,322 88,322
Windrose WRPV XV 5,431 23,407 23,407
Windrose-Co-Invest Edison SBT LLC 49,201 10,366 10,366
Windrose-ND Unicorn LLC 32,888 36,224 36,224


TY 2024 OtherExpensesSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Account Fees 129,698 129,698   0
Media and Promotional Expenses 133,010 0   133,010
Conference expenses 75,999 75,999   75,999
Misc expenses 47,903 0   0
Travel 65,674 0   65,674
Payroll Processing 1,796 0   1,796
Stipends 9,000 0   9,000
Office Supplies 229 0   229
Credit Card Expenses 3,775 0   3,775


TY 2024 OtherIncomeSchedule2
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Investment Holdings in LLC's 434,538 434,538 434,538
Gain on Hedge Funds 148,877 148,877 148,877


TY 2024 OtherIncreasesSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Description Amount
Unrealized Gain 2,507,480


TY 2024 OtherLiabilitiesSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Description Beginning of Year - Book Value End of Year - Book Value
Loan Payable JPM 4,208,000 4,208,000


TY 2024 OtherProfessionalFeesSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Consulting 908,351 0   908,351
Program Expenses 213,325 0   213,325


TY 2024 TaxesSchedule
Name:
Herrendorf Family Foundation Inc
EIN:
36-3553268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Income and Excise Taxes 84,749 0   0
Payroll Taxes 15,028 0   15,028