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
Ruth and Jack Glantz Family Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
 
Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

22-3554000
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,765,836
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 4,258 4,258  
4 Dividends and interest from securities... 56,710 56,710  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,176
b Gross sales price for all assets on line 6a 520,086
7 Capital gain net income (from Part IV, line 2)... 32,176
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)....... 30    
12 Total. Add lines 1 through 11........ 93,174 93,144  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 6,350 6,350    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,709 209    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,353 3   13,350
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,412 6,562   13,350
25 Contributions, gifts, grants paid....... 69,970 69,970
26 Total expenses and disbursements. Add lines 24 and 25 ................ 92,382 6,562   83,320
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 792
b Net investment income (if negative, enter -0-) 86,582
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 106,565 86,417 86,417
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) 458,506 Click to see attachment
List of Attached Documents:
// Content
427,786
432,110
b Investments—corporate stock (attach schedule)....... 825,910 Click to see attachment
List of Attached Documents:
// Content
892,786
1,166,597
c Investments—corporate bonds (attach schedule)....... 95,302 Click to see attachment
List of Attached Documents:
// Content
80,144
80,712
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) 1,486,283 1,487,133 1,765,836
Liabilities 17 Accounts payable and accrued expenses..........   58
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 58
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,486,283 1,487,075
29 Total net assets or fund balances (see instructions)..... 1,486,283 1,487,075
30 Total liabilities and net assets/fund balances (see instructions). 1,486,283 1,487,133
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,486,283
2
Enter amount from Part I, line 27a .....................
2
792
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,487,075
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,487,075
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 ABBOTT LABS     2025-05-06
b AIR PRODS & CHEM INC     2025-07-22
c AMGEN INC - 5.250% - 03/02/2025     2025-03-03
d CISCO SYSTEMS INC     2025-07-02
e COMCAST CORP     2025-11-20
CORNING INC     2025-01-29
CORNING INC     2025-07-02
CORNING INC     2025-08-11
CORNING INC     2025-08-28
CORNING INC     2025-10-09
DELL TECHNOLOGIES INC CLASS C     2025-08-13
DELL TECHNOLOGIES INC CLASS C     2025-10-09
GARMIN LTD     2025-02-04
GARMIN LTD     2025-07-09
GE HEALTHCARE TECHNOLOGIES INC     2025-04-14
KIMBERLY CLARK CORP     2025-04-07
KIMBERLY CLARK CORP     2025-04-08
M & T BANK CORP     2025-07-15
MERCK & CO INC     2025-05-08
NEW HAVEN CONN - 4.834% - 08/01/2033     2025-01-17
NOVARTIS AG ADR     2025-07-10
REGIONS FINANCIAL CORP     2025-07-15
SPDR GOLD SHARES     2025-04-17
TARGET CORPORATION     2025-11-14
TARGET CORPORATION     2025-11-20
TEXAS INSTRUMENTS INC     2025-02-26
TJX COMPANIES INC     2025-04-17
US TREAS - 5.000% - 08/31/2025     2025-09-02
US TREAS SER AY-2025 - 4.625% - 02/28/25     2025-02-28
WELLS FARGO & CO     2025-02-21
WELLS FARGO & CO     2025-10-01
US TREAS BILLS - 0.000% - 01/23/25     2025-01-23
US TREAS BILLS - 0.000% - 11/06/2025     2025-11-06
US TREAS - 0.000% - 06/12/25     2025-06-12
(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 7,513   5,719 1,794
b 6,787   6,725 62
c 15,000   15,000  
d 16,668   12,120 4,548
e 22,202   36,094 -13,892
5,223   3,606 1,617
5,137   3,398 1,739
6,401   3,226 3,175
5,118   2,384 2,734
4,515   1,653 2,862
13,287   3,657 9,630
7,483   1,813 5,670
6,313   2,418 3,895
6,226   2,408 3,818
2,634   3,917 -1,283
8,060   8,268 -208
19,266   19,236 30
6,437   3,906 2,531
5,151   5,125 26
25,583   26,047 -464
3,597   2,843 754
4,486   3,729 757
5,506   3,257 2,249
4,699   6,116 -1,417
20,568   31,279 -10,711
10,925   9,773 1,152
7,645   3,339 4,306
50,000   50,000  
75,000   74,648 352
5,138   2,717 2,421
7,518   3,489 4,029
15,000   15,000  
65,000   65,000  
50,000   50,000  
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       1,794
b       62
c        
d       4,548
e       -13,892
      1,617
      1,739
      3,175
      2,734
      2,862
      9,630
      5,670
      3,895
      3,818
      -1,283
      -208
      30
      2,531
      26
      -464
      754
      757
      2,249
      -1,417
      -10,711
      1,152
      4,306
       
      352
      2,421
      4,029
       
       
       
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 32,176
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,203
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,203
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,203
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,473
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,473
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 0
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... 10 270
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax270 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
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
Robin Glantz Sec, VP
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Susan Glantz Pres, Treas
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,626,745
b
Average of monthly cash balances.......................
1b
124,612
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,751,357
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,751,357
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,270
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,725,087
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
86,254
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
86,254
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,203
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,203
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
85,051
4
Recoveries of amounts treated as qualifying distributions................
4
30
5
Add lines 3 and 4............................
5
85,081
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
85,081
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
83,320
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
83,320
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 85,081
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 3,589
e From 2024...... 1,590
f Total of lines 3a through e ........ 5,179
4Qualifying distributions for 2025 from Part
XI, line 4: $ 83,320
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) .....
 
c Treated as distributions out of corpus (Election
required—see instructions) ........
 
d Applied to 2025 distributable amount..... 83,320
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 1,761 1,761
(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 3,418
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
3,418
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 1,828
d Excess from 2024 .... 1,590
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF CONNE

PO BOX 230178
HARTFORD,CT06123
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

AMERICAN COMMITTEE FOR SHAARE ZEDEK

1040 6TH AVE FL 23
NEW YORK,NY10018
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

AMERICAN FRIENDS OF ALYN HOSPITAL INC

122 E 42ND ST RM 1519
NEW YORK,NY10168
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

AMERICAN FRIENDS OF NEVE SHALOM-WAHAT AL-SALAM

229 N CENTRAL AVE
GLENDALE,CA91203
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 500

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST 6TH FL
NEW YORK,NY10022
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,250

AMERICAN JEWISH COMMITTEE

165 E 56TH ST 6TH FL
NEW YORK,NY10022
N/A   The Center for a New Middle East 750

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 E 42ND ST STE 400
NEW YORK,NY10017
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,500

AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF

55 EAST 59TH ST 14TH FL
NEW YORK,NY10022
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

AMIT CHILDREN INC

49 W 37TH ST 5TH FLOOR
NEW YORK,NY10018
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

BEREA COLLEGE

CPO 2214
BEREA,KY40404
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC

209 W 29TH ST STE 6250
NEW YORK,NY10001
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

CANEY CREEK COMMUNITY CENTER

100 PURPOSE RD
PIPPA PASSES,KY41844
N/A   Scholarship Fund 1,000

COALITION FOR THE HOMELESS INC

129 FULTON ST
NEW YORK,NY10038
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN

150 CALIFORNIA ST STE 302
NEWTON,MA02458
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

DIRECT RELIEF

6100 WALLACE BECKNELL RD
SANTA BARBARA,CA93117
N/A   Wildfire Relief for Los Angeles 1,000

DOROT INC

171 W 85TH ST
NEW YORK,NY10024
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

EARTHJUSTICE

180 STEUART ST 194330
SAN FRANCISCO,CA94105
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,500

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVE S 11TH FL
NEW YORK,NY10010
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

EZRA LEMARPEH

1554 39TH ST
BROOKLYN,NY11218
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

FINCA INTERNATIONAL INC

1301 K ST NW STE 300W
WASHINGTON,DC20005
N/A   Early Childhood Development Program for Refugee Children 750

FINCA INTERNATIONAL INC

1301 K ST NW STE 300W
WASHINGTON,DC20005
N/A   361 750

FINCA INTERNATIONAL INC

1301 K ST NW STE 300W
WASHINGTON,DC20005
N/A   Finca Ventures 750

FOUNDATION FIGHTING BLINDNESS INC

PO BOX 45740
BALTIMORE,MD21297
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

FRESH AIR FUND

633 THIRD AVE
NEW YORK,NY10017
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

FRIENDS OF ISRAEL DISABLED VETERANS INC BEIT HALO

1133 BROADWAY STE 828
NEW YORK,NY10010
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

GIRLSTOWN BEIT CHANA SAFED ISRAEL

383 KINGSTON AVE STE 361
BROOKLYN,NY11213
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

GLOBAL FUND FOR WOMEN INC

800 MARKET ST 7TH FL
SAN FRANCISCO,CA94102
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC

40 WALL ST
NEW YORK,NY10005
N/A   Hadassah Medical Organization (HMO) 1,500

HEIFER PROJECT INTERNATIONAL

PO BOX 8058
LITTLE ROCK,AR72203
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 2,000

HONEST REPORTING COM INC

PO BOX 23858
NEW YORK,NY10087
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

INTERFAITH FOOD PANTRY INC

2 EXECUTIVE DR
MORRIS PLAINS,NJ07950
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

ISRAEL CANCER RESEARCH FUND INC

52 VANDERBILT AVE RM 1410
NEW YORK,NY10017
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

JBI INTERNATIONAL INC

110 EAST 30TH ST
NEW YORK,NY10016
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES

PO BOX 54269
LOS ANGELES,CA90054
N/A   Wildfire Relief for Los Angeles 1,000

JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC

42 EAST 69TH ST
NEW YORK,NY10021
N/A   Research & Development 500

JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC

42 EAST 69TH ST
NEW YORK,NY10021
N/A   Water Fund 500

JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC

42 EAST 69TH ST
NEW YORK,NY10021
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 500

KEREN HAYELED HATZALAH

PO BOX 180115
BROOKLYN,NY11218
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

KEREN-OR INC

330 W 38TH ST 10TH FL
NEW YORK,NY10018
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

LIGHTHOUSE GUILD INTERNATIONAL INC

250 W 64TH ST
NEW YORK,NY10023
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST ST
VERNON,CA90058
N/A   Wildfire Relief for Los Angeles 1,000

MAZON INC A JEWISH RESPONSE TO HUNGER

PO BOX 6095
ALBERT LEA,MN56007
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,500

MERCY SHIPS

PO BOX 1930
LINDALE,TX75771
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH

GRAND CENTRAL STA PO BOX 4777
NEW YORK,NY10163
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 500

NATIONAL ASSOCIATION OF FREE AND CHARITABLE CLINIC

1800 DIAGONAL RD STE 600
ALEXANDRIA,VA22314
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 2,000

NATIONAL PARK FOUNDATION

1500 K ST NW STE 700
WASHINGTON,DC20005
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US

600 14TH ST NW STE 500
WASHINGTON,DC20005
N/A   50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT 500

NATIONAL WORLD WAR II MUSEUM INC

945 MAGAZINE ST
NEW ORLEANS,LA70130
N/A   50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT 500

NATIONAL YIDDISH BOOK CENTER INC

1021 W ST
AMHERST,MA01002
N/A   50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT 500

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,500

NEW ISRAEL FUND

254 W 31ST ST FL 3
NEW YORK,NY10001
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

ONE FAMILY FUND

1029 TEANECK RD STE 3B
TEANECK,NJ07666
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

RAZOM INC

140 2ND AVE STE 305
NEW YORK,NY10003
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,250

SCHOLARSHIP AMERICA INC

PO BOX 772858
DETROIT,MI48277
N/A   Dream Award Scholarship Fund 500

SMITHSONIAN INSTITUTION

MRC 937 PO BOX 37012
WASHINGTON,DC20013
N/A   50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT 1,250

SOS CHILDRENS VILLAGE USA INC

1620 I ST NW STE 220
WASHINGTON,DC20006
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

TECHNOSERVE INC

1777 N KENT ST SUITE 1100
ALRINGTON,VA22209
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,500

THE MALALA FUND

1923 VERMONT AVE NW
WASHINGTON,DC20001
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028
N/A   50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT 500

THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD

ONE W 4TH ST STE 517A
NEW YORK,NY10012
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 720

THE YOUNG MENS AND YOUNG WOMENS HEBREW ASSOCIATION

1395 LEXINGTON AVE
NEW YORK,NY10128
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

UKRAINE HOUSE DC FOUNDATION INC

2134 KALORAMA RD NW
WASHINGTON,DC20008
N/A   United24 - Medical Aide 750

UNITED HELP UKRAINE

PO BOX 83426
GAITHERSBURG,MD20878
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,000

UNITED NEGRO COLLEGE FUND INC

1805 7TH ST NW
WASHINGTON,DC20001
N/A   Scholarship Fund 1,000

UNITED SERVICE ORGANIZATIONS INC

PO BOX 96860
WASHINGTON,DC20077
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

UNITED STATES FUND FOR UNICEF

125 MAIDEN LN 10TH FLR
NEW YORK,NY10038
N/A   "Be K.I.N.D. To a Girl in Malawi: Provide a Scholarship" Fund 500

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024
N/A   50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT 1,000

WOMEN FOR WOMEN INTERNATIONAL

2000 M ST NW SUITE 750A
WASHINGTON,DC20036
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 750

WORLD JEWISH CONGRESS AMERICAN SECTION INC

501 MADISON AVE
NEW YORK,NY10022
N/A   50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT 1,500

YAD VASHEM USA FOUNDATION

PO BOX 25125
NEW YORK,NY10087
N/A   50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT 1,000
Total ................................. 3a 69,970
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 4,258  
4 Dividends and interest from securities ....     14 56,710  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 32,176  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSTATE FILING FEE REFUND
    01 30  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   93,174  
13Total. Add line 12, columns (b), (d), and (e)..................
13
93,174
(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


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2025 DepreciationSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Name of Bond End of Year Book Value End of Year Fair Market Value
AMPHENOL CORP - 4.750% - 03/30 19,903 20,037
COMCAST CORP NEW NOTE - 5.350% 20,209 20,465
INTEL CORP - 4.875% - 02/10/20 20,002 20,013
THERMO FISHER SCIENTIFIC INC N 20,030 20,197

TY 2025 InvestmentsCorpStockSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 22,495 28,566
AIR PRODS & CHEM INC 25,616 24,208
AUTOMATIC DATA PROCESSING INC 17,966 21,865
AVERY DENNISON CORP 27,945 30,374
BRIGHTHOUSE FINL INC CUML PFD 24,922 16,720
CAMPBELL SOUP CO 38,704 26,783
CDW CORP 27,635 25,061
CISCO SYSTEMS INC 15,718 32,430
CME GROUP, INC 23,140 33,862
CORNING INC 12,383 32,835
DELL TECHNOLOGIES INC CLASS C 13,070 25,554
FIRST TR GLOBAL WIND ENERGY 31,984 32,752
GAP INC 32,124 37,786
GARMIN LTD 14,271 27,385
GE VERNOVA 2,806 20,261
GE AEROSPACE 11,030 38,504
HARTFORD INSURANCE GRP 12,450 37,344
HOME DEPOT INC 18,491 28,216
JOHNSON & JOHNSON 12,397 19,867
M&T BANK CORP 21,337 32,841
MEDTRONIC PLC 20,434 22,478
MERCK & CO INC 22,466 28,947
NOVARTIS AG ADR 25,343 33,916
OMNICOM GROUP 34,812 33,108
PACKAGING CORP AMER 28,102 27,841
PFIZER INC 41,017 32,868
PPG INDUSTRIES INC 37,872 32,787
RTX CORPORATION 13,603 38,697
REGIONS FINANCIAL CORP 21,274 31,761
SPDR GOLD SHARES 23,887 52,312
STANLEY BLACK & DECKER INC 31,588 25,849
STARBUCKS CORP COM 26,695 24,842
TEXAS INSTRUMENTS INC 20,896 20,298
THE HERSHEY COMPANY 34,281 33,120
TJX COMPANIES INC 14,505 40,707
UNITED PARCEL SERVICE 38,443 33,923
WATSCO INC 14,789 19,543
WEBSTER FINL CORP PFD STK SER 25,459 22,920
WELLS FARGO & CO 10,836 37,466

TY 2025 InvestmentsGovtObligationsSch
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
US Government Securities - End of Year Book Value:

377,580
US Government Securities - End of Year Fair Market Value:

381,893
State & Local Government Securities - End of Year Book Value:


50,206
State & Local Government Securities - End of Year Fair Market Value:


50,217


TY 2025 OtherExpensesSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 13,048     13,048
Postage/Delivery Service 244     244
BANK CHARGES 3 3    
STATE OR LOCAL FILING FEES 58     58


TY 2025 OtherIncomeSchedule2
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STATE FILING FEE REFUND 30    


TY 2025 OtherProfessionalFeesSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 6,350 6,350    


TY 2025 TaxesSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 1,400      
990-PF Extension for 2024 1,100      
Foreign Tax Paid 209 209