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
TRILLIUM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 14109
  Room/suite
City or town
SAINT PAUL
State or province
MN
Country  
ZIP or foreign postal code
551140109
A Employer identification number

41-2009698
B Telephone number (see instructions)

6516420127
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)$13,607,860J 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 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 296,161 296,161  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,690,157
b Gross sales price for all assets on line 6a 3,980,801
7 Capital gain net income (from Part IV, line 2)... 1,690,157
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,986,318 1,986,318  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 77,875 0   77,875
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
764 635   129
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,063 2,532   2,531
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
81,143 81,143   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,479 100   5,471
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 15,435 0   15,435
21 Travel, conferences, and meetings....... 17,989 0   17,989
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,872 0   14,872
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 233,620 84,410   134,302
25 Contributions, gifts, grants paid....... 496,200 496,200
26 Total expenses and disbursements. Add lines 24 and 25 ................ 729,820 84,410   630,502
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,256,498
b Net investment income (if negative, enter -0-) 1,901,908
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,331 5,874 5,874
2 Savings and temporary cash investments......... 377,861 203,899 203,899
3 Accounts receivable 6,750
Less: allowance for doubtful accounts     6,750 6,750
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,354,733 Click to see attachment
List of Attached Documents:
// Content
5,789,140 		10,474,138
c Investments—corporate bonds (attach schedule)....... 2,785,768 Click to see attachment
List of Attached Documents:
// Content
2,731,258 		2,726,003
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 150,633 Click to see attachment
List of Attached Documents:
// Content
149,482 		191,196
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
202,579 		Click to see attachment
List of Attached Documents:
// Content
250,000 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,879,905 9,136,403 13,607,860
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,879,905 9,136,403
29 Total net assets or fund balances (see instructions)..... 7,879,905 9,136,403
30 Total liabilities and net assets/fund balances (see instructions). 7,879,905 9,136,403
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
7,879,905
2
Enter amount from Part I, line 27a .....................
2
1,256,498
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,136,403
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,136,403
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 PUBLICLY TRADED SECURITIES - SCHWAB P    
b PUBLICLY TRADED SECURITIES - US BANK P    
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 2,899,719   1,478,318 1,421,401
b 1,081,082   812,326 268,756
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       1,421,401
b       268,756
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 1,690,157
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 26,437
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 26,437
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 26,437
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,800
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 10,800
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 59
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 15,696
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofKATE LAWSON Telephone no. (651) 642-0127

Located atPO BOX 14109SAINT PAULMN ZIP+4551140109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KATE LAWSON EXECUTIVE DIRECTOR
20.00 		59,634 4,741 0
PO BOX 14109
ST PAUL,MN55114
AMY ANDERSEN PRESIDENT
10.00 		0 0 0
PO BOX 14109
ST PAUL,MN55114
ALFONSO WENKER VICE PRESIDENT - PART YEAR
2.00 		300 0 0
PO BOX 14109
ST PAUL,MN55114
MARI OYANAGI EGGUM TREASURER
2.00 		2,200 0 0
PO BOX 14109
ST PAUL,MN55114
JOE QUIROZ SECRETARY
2.00 		0 0 0
PO BOX 14109
ST PAUL,MN55114
CRYSTAL C'BEARING DIRECTOR
2.00 		2,200 0 0
PO BOX 14109
ST PAUL,MN55114
SUSAN HAMMEL DIRECTOR
2.00 		2,200 0 0
PO BOX 14109
ST PAUL,MN55114
JANE LEONARD DIRECTOR
2.00 		2,200 0 0
PO BOX 14109
ST PAUL,MN55114
EDDIE LOBATOS DIRECTOR
2.00 		2,200 0 0
PO BOX 14109
ST PAUL,MN55114
BABRA MUMIA DIRECTOR
2.00 		2,200 0 0
PO BOX 14109
ST PAUL,MN55114
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 VENN FOUNDATION - A NONPROFIT PUBLIC CHARITY INVESTING IN BELOW-MARKET-RATE CAPITAL, SUPPORTING THE TRILLIUM FAMILY FOUNDATIONS MISSION TO ENRICH COMMUNITY THROUGH THE DEVELOPMENT OF BOTH INDIVIDUAL AND COLLECTIVE POTENTIONAL. 50,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................50,000
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
12,892,653
b
Average of monthly cash balances.......................
1b
358,898
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
13,251,551
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
13,251,551
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
198,773
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,052,778
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
652,639
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
652,639
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
26,437
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,437
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
626,202
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
626,202
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
626,202
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
630,502
b
Program-related investments—total from Part VIII-B..................
1b
50,000
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
680,502
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 7 626,202
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 167,332
b From 2021...... 48,578
c From 2022...... 22,143
d From 2023......  
e From 2024...... 95,443
f Total of lines 3a through e ........ 333,496
4Qualifying distributions for 2025 from Part
XI, line 4: $ 680,502
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 626,202
e Remaining amount distributed out of corpus 54,300
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 387,796
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		167,332
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		220,464
10 Analysis of line 9:
a Excess from 2021 .... 48,578
b Excess from 2022 .... 22,143
c Excess from 2023 ....  
d Excess from 2024 .... 95,443
e Excess from 2025 .... 54,300
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KATE LAWSON
PO BOX 14109
ST PAUL,MN55114
(651) 642-0127
KATE@TRILLIUMFAMILYFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WEBSITE
cAny submission deadlines:
SEE WEBSITE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WEBSITE
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

AMHERST H WILDER FOUNDATION

451 LEXINGTON PARKWAY N
SAINT PAUL,MN55104 		    WILDER CIVIC ENGAGEMENT PROGRAMS (CEP) 30,000

COMUNIDADES ORGANIZANDO EL PODER Y LA ACCIN LATINA

3702 E LAKE STREET
MINNEAPOLIS,MN55406 		    ADVANCING RACIAL EQUITY AND CLIMATE SOLUTIONS 40,000

DEER LAKE CONSERVANCY

PO BOX 1139
ST CROIX FALLS,WI54024 		    DEER LAKE CONSERVANCY PRESERVE MANAGEMENT 10,000

FRIENDS OF THE MISSISSIPPI RIVER

106 W WATER ST STE 600
ST PAUL,MN551072032 		    ENVIRONMENTAL STEWARDSHIP INSTITUTE 30,000

GRAND CANYON MUSIC FESTIVAL

PO BOX 1332
GRAND CANYON,AZ86023 		    GENERAL OPERATING SUPPORT 1,000

JUGAAD LEADERSHIP PROGRAM

PO BOX 2041
ST CLOUD,MN56302 		    JUGAAD LEADERSHIP PROGRAM 25,000

LANDER ART CENTER

258 MAIN ST
LANDER,WY82520 		    GENERAL OPERATING SUPPORT 10,000

LANDER CLIMATE ACTION NETWORK

377 CLIFF ST
LANDER,WY82520 		    LANDER COMMUNITY CLIMATE ACTION 50,000

LANDER COMMUNITY FOUNDATION

PO BOX 1131
LANDER,WY825201131 		    "GENERAL OPERATING SUPPORT" 10,000

LANDER FREE MEDICAL CLINIC

860 S 3RD ST
LANDER,WY82520 		    GENERAL OPERATING SUPPORT 1,200

LANDER LIBRARY FRIENDS ASSOCIATION

451 N SECOND ST
LANDER,WY82520 		    GENERAL OPERATING SUPPORT 4,000

MACALESTER COLLEGE

1600 GRAND AVENUE
ST PAUL,MN55105 		    MACEXPLORE - CAREER CONNECTIONS LOCALLY AND NATIONALLY 10,000

MN350

4407 E LAKE ST
MINNEAPOLIS,MN55406 		    ORGANIZING FOR RACIAL AND CLIMATE JUSTICE IN MINNESOTA 20,000

NATIONAL OUTDOOR LEADERSHIP SCHOOL

284 LINCOLN STREET
LANDER,WY82520 		    ACCESS PARTNER PROGRAM - PEAK SCHOLARS FINANCIAL AID 5,000

NEXUS COMMUNITY PARTNERS

2314 UNIVERSITY AVE WEST
ST PAUL,MN55114 		    BOARDS AND COMMISSIONS LEADERSHIP INSTITUTE 25,000

SAHAN JOURNAL

550 VANDALIA STREET SUITE 170
SAINT PAUL,MN55114 		    GENERAL OPERATING SUPPORT 15,000

SCHROEDER AREA HISTORICAL SOCIETY

PO BOX 337
SCHROEDER,MN55613 		    GENERAL OPERATING SUPPORT 5,000

SCHUBERT CLUB

75 WEST FIFTH STREET
SAINT PAUL,MN55102 		    JULIE HIMMELSTRUP MUSIC IN THE PARK SERIES 5,000

SUGARLOAF THE NORTH SHORE STEWARDSHIP ASSOCIATION

6008 LONDON RD
DULUTH,MN55804 		    GENERAL OPERATING SUPPORT 10,000

TEN THOUSAND THINGS

1430 CONCORDIA AVENUE 40216
SAINT PAUL,MN55104 		    GENERAL OPERATING SUPPORT 10,000

THE CENTER FOR POPULAR RESEARCH EDUCATION AND POLICY DBA WIND RIVER FOOD SO

PO BOX 1823
FORT WASHAKIE,WY82514 		    GENERAL OPERATING SUPPORT 30,000

THE FRIENDS OF THE SAINT PAUL PUBLIC LIBRARY

2610 UNIVERSITY AVE W SUITE 530
SAINT PAUL,MN551141043 		    GENERAL OPERATING SUPPORT 10,000

THE NATURE CONSERVANCY WYOMING

258 MAIN STREET
LANDER,WY82520 		    TNCS EQUITABLE CONSERVATION EFFORTS 35,000

URBAN BOATBUILDERS INC

2288 UNIVERSITY AVENUE WEST
SAINT PAUL,MN55114 		    URBAN BOATBUILDERS' APPRENTICESHIP PROGRAM 10,000

WIND RIVER DEVELOPMENT FUND

3 ETHETE ROAD
FORT WASHAKIE,WY82514 		    CREATING AN INDIGENOUS-BASED ECONOMY IN WIND RIVER 25,000

WYOFILE

PO BOX 1099
LANDER,WY82520 		    WYOFILE CLIMATE AND ENERGY REPORTER 30,000

WYOMING OUTDOOR COUNCIL

236 S 2ND ST
LANDER,WY82520 		    TRIBAL CONSERVATION PROGRAM SUPPORT 40,000
Total ................................. 3a 496,200
bApproved for future payment

AMHERST H WILDER FOUNDATION
451 LEXINGTON PARKWAY N
SAINT PAUL,MN55104 		    WILDER CIVIC ENGAGEMENT PROGRAMS (CEP) 30,000

COMUNIDADES ORGANIZANDO EL PODER Y LA ACCIN LATINA
3702 E LAKE STREET
MINNEAPOLIS,MN55406 		    ADVANCING RACIAL EQUITY AND CLIMATE SOLUTIONS 40,000

FRIENDS OF THE MISSISSIPPI RIVER
106 W WATER ST STE 600
ST PAUL,MN551072032 		    ENVIRONMENTAL STEWARDSHIP INSTITUTE 30,000

JUGAAD LEADERSHIP PROGRAM
PO BOX 2041
ST CLOUD,MN56302 		    JUGAAD LEADERSHIP PROGRAM 25,000

LANDER CLIMATE ACTION NETWORK
377 CLIFF ST
LANDER,WY82520 		    LANDER COMMUNITY CLIMATE ACTION 52,000

MN350
4407 E LAKE ST
MINNEAPOLIS,MN55406 		    ORGANIZING FOR RACIAL AND CLIMATE JUSTICE IN MINNESOTA 20,000

NEXUS COMMUNITY PARTNERS
2314 UNIVERSITY AVE WEST
ST PAUL,MN55114 		    BOARDS AND COMMISSIONS LEADERSHIP INSTITUTE 25,000

THE CENTER FOR POPULAR RESEARCH EDUCATION AND POLICY DBA WIND RIVER FOOD SO
PO BOX 1823
FORT WASHAKIE,WY82514 		    GENERAL OPERATING SUPPORT 30,000

THE NATURE CONSERVANCY WYOMING
258 MAIN STREET
LANDER,WY82520 		    TNCS EQUITABLE CONSERVATION EFFORTS IN WYOMING 35,000

WIND RIVER DEVELOPMENT FUND
3 ETHETE ROAD
FORT WASHAKIE,WY82514 		    CREATING AN INDIGENOUS-BASED ECONOMY IN WIND RIVER 25,000

WYOMING OUTDOOR COUNCIL
236 S 2ND ST
LANDER,WY82520 		    TRIBAL CONSERVATION PROGRAM SUPPORT 40,000
Total ................................. 3b 352,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 296,161  
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 1,690,157  
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 1,986,318 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,986,318
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 5,063 2,532   2,531

TY 2025 InvestmentsCorpBondsSchedule
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Name of Bond End of Year Book Value End of Year Fair Market Value
BAIRD AGGREGATE BOND FUND (BAGIX) 610,291 570,998
PGIM TOTAL RETURN BOND FUND R6 (PTRQX) 750,000 773,410
AMERICAN CENTURY HIGH INCOME FUND (NPHIX) 350,000 356,076
MORGAN STANLEY 3.875% 01/27/26 49,956 50,000
BANK OF AMERICA CORP 3.5% 04/19/26 50,045 49,875
GOLDMAN SACHS 3.5% 11/16/26 75,017 74,716
LOWE'S COMPANIES 3.35% 04/01/27 75,139 74,453
LABCORP HOLDINGS 3.6% 09/01/27 50,007 49,745
BANK OF NEW YORK 3.4% 01/29/28 50,300 49,623
FIFTH THIRD BANCORP 3.95% 03/14/28 75,742 74,827
THE HARTFORD INSURANCE 2.8% 08/19/29 50,332 47,753
FORTUNE BRANDS INTL 3.25% 09/15/29 51,106 48,126
AUTODESK INC 2.85% 01/15/30 50,626 47,358
ELEVANCE HEALTH 5.5% 10/15/32 50,727 52,437
GATX CORP 5.45% 09/15/33 72,608 77,665
REPUBLIC SERVICES INC 5.0% 12/15/33 49,322 51,588
STARBUCKS CORP 5.0% 02/15/34 49,040 50,990
AMPHENOL CORP 5.25% 04/05/34 74,281 77,925
EXELIS INC 4.854% 04/27/35 49,482 49,866
UNITEDHEALTH GROUP 4.625% 07/15/35 49,682 49,145
GILEAD SCIENCES 4.6% 09/01/35 47,555 49,427

TY 2025 InvestmentsCorpStockSchedule
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Name of Stock End of Year Book Value End of Year Fair Market Value
ADVANCED MICRO DEVICES INC (AMD) 55,048 149,055
ALPHABET INC CLASS A (GOOGL) 46,620 318,947
AMAZON.COM INC (AMZN) 32,980 239,822
APPLE INC (AAPL) 59,624 311,823
BANK OF AMERICA CORP (BAC) 44,571 112,750
BLACKROCK INC (BLK) 44,802 64,220
CHEVRON CORP (CVX) 40,207 38,712
COSTCO WHOLESALE CORP (COST) 11,383 31,044
DANAHER CORP (DHR) 105,870 114,460
ELI LILLY & CO (LLY) 109,197 132,186
HOME DEPOT INC (HD) 86,501 91,531
INTUIT INC (INTU) 18,845 33,121
JPMORGAN CHASE & CO (JPM) 31,363 116,644
MARATHON PETROLEUM CORP (MPC) 10,833 34,965
MASTERCARD INC (MA) 4,623 34,824
MERCADOLIBRE INC (MELI) 69,568 68,485
META PLATFORMS INC (META) 21,421 148,520
MICRON TECHNOLOGY INC (MU) 35,195 107,029
MICROSOFT CORP (MSFT) 34,733 311,935
NEXTERA ENERGY INC (NEE) 50,049 51,459
NVIDIA CORP (NVDA) 30,277 403,586
PALO ALTO NETWORKS INC (PANW) 69,940 105,547
S&P 500 ETF TRUST (SPY) 350,408 1,409,529
S&P GLOBAL INC (SPGI) 44,763 45,465
CHARLES SCHWAB CORP (SCHW) 50,293 116,095
SERVICENOW INC (NOW) 57,202 82,723
SYNOPSYS INC (SNPS) 90,761 88,307
UBER TECHNOLOGIES INC (UBER) 44,961 132,860
UNITEDHEALTH GROUP INC (UNH) 52,002 57,439
WALMART INC (WMT) 9,010 51,583
COPART INC (CPRT) 17,446 34,648
COTERRA ENERGY INC (CTRA) 26,741 30,768
L3HARRIS TECHNOLOGIES INC (LHX) 35,595 50,200
SPDR S&P MIDCAP 400 ETF (MDY) 227,027 760,133
TALEN ENERGY CORP (TLN) 37,549 73,843
TRADE DESK INC (TTD) 36,376 31,583
TRANSDIGM GROUP INC (TDG) 8,308 50,534
VEEVA SYSTEMS INC (VEEV) 41,002 41,521
VERTIV HOLDINGS CO (VRT) 75,045 151,965
ISHARES CORE S&P SMALL-CAP ETF (IJR) 63,877 197,095
EATON CORP PLC (ETN) 55,383 61,472
LINDE PLC (LIN) 41,042 37,949
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 254,426 457,843
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 126,122 168,117
AFLAC INC 13,644 13,784
ALCON INC 11,237 10,876
ALLY FINL INC 20,187 21,558
ALPHABET INC 130,878 127,391
AMERICAN WTR WKS CO INC 10,249 10,310
APPLE INC 133,261 129,405
APPLIED MATLS INC 29,549 28,012
ARES MGMT CORP 21,443 21,174
ASML HLDG NV 30,382 28,886
ASTRAZENECA PLC 31,238 31,532
AUTOZONE INC 26,815 23,741
AVERY DENNISON CORP 14,244 14,732
BANK OF AMERICA CORP 40,324 40,810
BOOKING HLDGS INC 25,414 26,777
BOSTON SCIENTIFIC CORP 17,474 16,972
CADENCE DESIGN SYS INC 27,026 25,006
CHIPOTLE MEXICAN GRILL 16,189 17,612
CMS ENERGY CORP 13,338 13,007
COSTCO WHSL CORP 49,713 47,429
EATON CORP PLC 26,650 25,162
ECOLAB INC 11,965 27,302
FERGUSON ENTERPRISES INC 28,888 25,825
FIFTH THIRD BANCORP 18,700 19,286
GALLAGHER ARTHUR J&CO 10,968 11,646
HOME DEPOT INC 9,467 18,926
HUNT JB TRANS SVCS INC 15,469 15,936
INTERCONTINENTAL EXCHANGE 30,134 30,772
INTUIT 34,591 34,446
INTUITIVE SURGICAL INC 17,266 16,991
JONES LANG LASALLE INC 16,735 17,160
LINDE PLC 26,646 28,142
LULULEMON ATHLETICA INC 13,054 14,339
MARRIOTT INTL INC NEW 21,554 22,648
MASTERCARD INC 41,092 42,816
MERCADOLIBRE INC 19,306 18,128
MICROSOFT CORP 63,607 148,955
NETFLIX INC 39,090 35,723
NEXTERA ENERGY INC 24,924 23,843
NOVO NORDISK 9,811 10,227
NVIDIA CORP 5,199 182,584
NXP SEMICONDUCTORS N V F 25,689 24,311
PALO AL TO NETWORKS INC 34,668 32,235
PNC FINL SERVICES 24,108 25,465
PROCTER & GAMBLE CO 7,454 15,334
PROGRESSIVE CORP OH 25,783 25,960
QUANTA SVCS INC 15,632 14,350
SERVICE NOW INC 38,006 34,468
SPOTIFY TECHNOLOGY SA 19,462 19,744
STRYKER CORP 24,275 23,197
SYSCO CORP 18,301 18,938
TAIWAN SEMICONDUCTOR 27,379 27,958
THERMO FISHER SCIENTIFIC 19,570 19,701
TJX COS INC 55,124 56,375
TRANE TECHNOLOGIES PLC F 23,284 22,574
UNILEVER PLC F 23,805 24,656
UNION PAC CORP 26,467 25,908
UNITED RENTALS INC 28,276 28,326
UNITEDHEALTH GROUP INC 9,164 12,214
VERISK ANALYTICS INC 22,900 23,040
VERTEX PHARMACEUTICALS I 27,704 27,202
VISA INC 12,053 30,512
XYLEM INC 14,201 13,754
BOSTON COMMON ESG IMPACT EM 222,000 221,535
BOSTON COMMON ESG IMPACT INTL 333,000 326,044
DOMINI IMPACT INTERNATIONAL 333,000 335,351
TRILLIUM ESG SMALL/MID CAP 444,000 445,075
EQUINIX INC 13,112 13,791
PROLOGIS INC 14,013 13,912

TY 2025 InvestmentsOtherSchedule2
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN TOWER CORP (AMT) AT COST 7,427 32,656
EQUINIX INC (EQIX) AT COST 38,742 34,477
VANGUARD REAL ESTATE ETF (VNQ) AT COST 103,313 124,063

TY 2025 LegalFeesSchedule
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 764 635   129


TY 2025 OtherAssetsSchedule
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT 202,579 250,000 0


TY 2025 OtherExpensesSchedule
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION DUES 4,000 0   4,000
INSURANCE 5,265 0   5,265
TELEPHONE/INTERNET 2,894 0   2,894
OFFICE SUPPLIES 279 0   279
COMPUTER AND SUPPORT 1,285 0   1,285
GRANT SOFTWARE/WEBSITE 267 0   267
BANK AND FILING FEES 35 0   35
PAYROLL SERVICE FEE 847 0   847


TY 2025 OtherProfessionalFeesSchedule
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 81,143 81,143   0


TY 2025 TaxesSchedule
Name:
TRILLIUM FAMILY FOUNDATION
EIN:
41-2009698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 5,471 0   5,471
EXCISE TAX 14,908 0   0
FOREIGN TAXES 100 100   0