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
SOCIETY OF FAMILY PLANNING
 
% AMANDA DENNIS
Number and street (or P.O. box number if mail is not delivered to street address) 757 E 20th Avenue Suite 370-232
 
Room/suite
City or town
DENVER
State or province
CO
Country  
ZIP or foreign postal code
80205
A Employer identification number

30-0291539
B Telephone number (see instructions)

8665846758
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)$31,223,959
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) 1,038,465
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 833,398 833,398 833,398
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -145,228
b Gross sales price for all assets on line 6a 15,575,312
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 8,380
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 8,380 8,380
11 Other income (attach schedule)....... 1,013,670   1,013,670
12 Total. Add lines 1 through 11........ 2,748,685 833,398 1,855,448
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 256,509     256,509
14 Other employee salaries and wages...... 2,459,179     2,459,179
15 Pension plans, employee benefits....... 382,554     382,554
16a Legal fees (attach schedule)......... 9,364     9,364
b Accounting fees (attach schedule)....... 43,420     43,420
c Other professional fees (attach schedule).... 318,267 50,299   267,968
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 213,504     213,504
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 284,166     284,166
21 Travel, conferences, and meetings....... 1,711,229   797,346 913,883
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,466,554     1,466,554
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,144,746 50,299 797,346 6,297,101
25 Contributions, gifts, grants paid....... 5,012,745 4,490,400
26 Total expenses and disbursements. Add lines 24 and 25 ................ 12,157,491 50,299 797,346 10,787,501
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,408,806
b Net investment income (if negative, enter -0-) 783,099
c Adjusted net income (if negative, enter -0-)... 1,058,102
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............. 275,431 70,128 70,128
2 Savings and temporary cash investments......... 2,993,083 1,982,646 1,982,646
3 Accounts receivable 10,842,727
Less: allowance for doubtful accounts   24,486,828 10,842,727 10,842,727
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.......... 26,408 62,466 62,466
10a Investments—U.S. and state government obligations (attach schedule) 6,469,329 Click to see attachment
List of Attached Documents:
// Content
11,499,460
11,499,460
b Investments—corporate stock (attach schedule)....... 3,684,285 Click to see attachment
List of Attached Documents:
// Content
1,858,921
1,858,921
c Investments—corporate bonds (attach schedule)....... 60,046 Click to see attachment
List of Attached Documents:
// Content
142,446
142,446
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,767,234 Click to see attachment
List of Attached Documents:
// Content
4,765,165
4,765,165
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) 39,762,644 31,223,959 31,223,959
Liabilities 17 Accounts payable and accrued expenses.......... 384,153 338,382
18 Grants payable................. 842,139 1,195,543
19 Deferred revenue................. 176,331 197,552
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)......... 1,402,623 1,731,477
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........... 13,518,024 14,720,716
25 Net assets with donor restrictions............ 24,841,997 14,771,766
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    
29 Total net assets or fund balances (see instructions)..... 38,360,021 29,492,482
30 Total liabilities and net assets/fund balances (see instructions). 39,762,644 31,223,959
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
38,360,021
2
Enter amount from Part I, line 27a .....................
2
-9,408,806
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
541,267
4
Add lines 1, 2, and 3 ..........................
4
29,492,482
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
29,492,482
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      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,575,312   15,720,540 -145,228
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -145,228
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -145,228
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: 2022-09-08(attach copy of letter if necessary–see instructions) 1 N/A
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 0
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 0
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 0
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 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)
CO, DC, FL, IL, ME, MA, NC, OH, PA, TN
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
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
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 addressWWW.SOCIETYFP.ORG
14
The books are in care ofAMANDA DENNIS Telephone no. (866) 584-6758

Located at757 E 20TH AVENUE SUITE 370-232DENVERCO ZIP+480205
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
 
No
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
SADIA HAIDER MD MPH PRESIDENT
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
CRYSTAL TYLER PHD MPH TREASURER
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Kate Shaw MD MS SECRETARY
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Rana Barar MPH At-Large Member
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
ANITRA BEASLEY MD MPH At-Large Member
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Amy Bryant MD MSCR At-Large Member
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Catherine Cansino MD MPH At-Large Member
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Blair Darney PhD MPH At-Large Member
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Aileen Gariepy MD MPH MHS At-Large Member
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Alisa Goldberg MD MPH At-Large Member
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Lisa Hofler MD MPH MBA At-Large Member - EFF. 3/1/25
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
BHAVIK KUMAR MD MPH AT-LARGE MEMBER
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
April Lockley DO AT-LARGE MEMBER
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Eva Temkin JD AT-LARGE MEMBER - EFF. 3/1/25
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
TERRI-ANN THOMPSON PHD AT-LARGE MEMBER
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
Amanda Dennis DrPH MBE EXECUTIVE DIRECTOR
40.0
256,509 11,351 0
757 E 20th Avenue
DENVER,CO80205
NERYS BENFIELD MD MPH AT-LARGE MEMBER - TERM. 2/7/25
1.0
0 0 0
757 E 20th Avenue
DENVER,CO80205
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
JENNIFER O'DONNELL VP OF RESEARCH
40.0
178,807 10,178 0
757 E 20TH AVENUE
DENVER,CO80205
ROBIN WATKINS DIR OF CL AFFAIRS
40.0
143,651 0 0
757 E 20TH AVENUE
DENVER,CO80205
VANESSA WELLBERY DIR OF EXT AFFAIRS
40.0
139,700 10,376 0
757 E 20TH AVENUE
DENVER,CO80205
KINDRA BROCK DIR OF PEOPLE OPER
40.0
138,743 10,967 0
757 E 20TH AVENUE
DENVER,CO80205
RHEA BEDDOE DIR OF EVENTS & EXP
40.0
136,510 10,641 0
757 E 20TH AVENUE
DENVER,CO80205
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
AGGREGATE GRAPHIC DESIGN 167,295
224 WEST GALER ST UNIT C
SEATTLE,WA98119
PERSONIFIED TECHNOLOGY CONSULTING LLC IT support 98,325
1511 ROUTE 22 SUITE 110
BREWSTER,NY10509
CAMINO PUBLIC RELATIONS SECURITY 58,300
10 E 23RD STREET STE 620
NEW YORK,NY10010
NPAG HR Assistance 51,681
9450 SW GEMINI DRIVE PMB 46636
BEAVERTON,OR97008
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 GRANTS - SEE FORM 990PF - GENERAL EXPLANATION ATTACHMENT 5,939,427
2 RESEARCH - SEE FORM 990PF - GENERAL EXPLANATION ATTACHMENT 5,298,638
3 JOURNAL AND PUBLICATIONS - SEE FORM 990PF - GENERAL EXPLANATION ATTACHMENT 71,779
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
20,577,122
b
Average of monthly cash balances.......................
1b
3,712,719
c
Fair market value of all other assets (see instructions)................
1c
10,905,193
d
Total (add lines 1a, 1b, and 1c).......................
1d
35,195,034
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
35,195,034
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
527,926
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,667,108
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,733,355
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
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
10,787,501
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
10,787,501
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 0
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:2023, 2022, 2021 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 9,818,974
e From 2024...... 10,160,053
f Total of lines 3a through e ........ 19,979,027
4Qualifying distributions for 2025 from Part
XI, line 4: $ 10,787,501
a Applied to 2024, but not more than line 2a 0
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.....  
e Remaining amount distributed out of corpus 10,787,501
5 Excess distributions carryover applied to 2025.    
(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 30,766,528
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......
 
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) .......
 
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 ......
30,766,528
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 9,818,974
d Excess from 2024 .... 10,160,053
e Excess from 2025 .... 10,787,501
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 ......
2022-09-08
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
1,058,102 683,901 437,139   2,179,142
b 85% (0.85) of line 2a ....... 899,387 581,316 371,568   1,852,271
c Qualifying distributions from Part XI,
line 4 for each year listed .....
10,787,501 10,160,053 9,818,974   30,766,528
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 ....
10,787,501 10,160,053 9,818,974   30,766,528
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 31,223,959 39,762,644 24,502,157   95,488,760
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
        0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
1,155,570 530,201 578,111   2,263,882
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) ....
        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
        0
(3) Largest amount of support
from an exempt organization
        0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

Regents of the University of California SF

PO BOX 748872
Los Angeles,CA90074
N/A   EMERGING SCHOLARS 723,000

University of Washington

12455 Collections Drive
Chicago,IL60693
N/A   EMERGING SCHOLARS 436,428

University of Texas at Austin

2315 Red River Street
Austin,TX78712
N/A   EMERGING SCHOLARS 242,500

Ibis Reproductive Health Inc

2067 Massachusetts Avenue Suite 32
Cambridge,MA02140
N/A   Remote provision of medication abortion 240,400

University of Maryland

4101 Chesapeake Building 4300 Terra
College Park,MD20742
N/A   EMERGING SCHOLARS 225,000

Rutgers The State University of New Jersey

33 Knightsbridge Road 2nd Floor Ea
Piscataway,NJ08854
N/A   EMERGING SCHOLARS 144,000

Georgia Tech Research Corporation

926 Dalney Street NW
Atlanta,GA30332
N/A   CHANGEMAKERS 134,690

The Pennsylvania State University

PO Box 850
Hershey,PA17033
N/A   Emerging Scholars 132,500

Resound Research for Reproductive Health

PO Box 889385
Los Angeles,CA90088
N/A   CHANGEMAKERS 127,330

Boston Medical Center

One Boston Medical Center Place
Boston,MA02118
N/A   CHANGEMAKERS 121,315

Oregon Health & Science University

3181 SW Sam Jackson Park Road
Portland,OR97239
N/A   Emerging Scholars 97,433

Brigham and Women's Hospital

263 Huntington Avenue 318
Boston,MA02115
N/A   abortion and contraception research 89,640

Regents of the University of California Berkeley

2195 Hearst Avenue Room 130 Mail
Berkeley,CA94720
N/A   Emerging Scholars 75,000

The Research Foundation for SUNY

PO Box 9
Albany,NY12201
N/A   Emerging Scholars 75,000

Family Planning Association of Maine Inc

PO Box 587
Augusta,ME04332
N/A   Documenting impact of US policy and legal stressor 75,000

Westchester Medical Center

Finance Dept Taylor Pavilion Room
Valhalla,NY10595
N/A   Exploring patterns of LARC use 75,000

The Ohio State University

1960 Kenny Road
Columbus,OH43210
N/A   Exploring patterns of LARC use 75,000

University of Pittsburgh

500 Ross Street 154-0455
Pittsburgh,PA15262
N/A   Exploring patterns of LARC use 75,000

University of South Carolina

1600 Hampton Street 6th Flr
Columbia,SC29208
N/A   Emerging Scholars 74,905

Regents of the University of Minnesota

200 Oak Street SE
Minneapolis,MN554552009
N/A   Emerging Scholars 69,000

Guttmacher Institute

125 Maiden Lane 7th Floor
New York,NY10038
N/A   Documenting the composition of clinicians providin 67,500

BD of Regents of the University of Wisconsin Syst

1860 Van Hise Hall 1220 Linden Dr
Madison,WI53706
N/A   EMERGING SCHOLARS 67,500

George Washington University

PO Box 829896
Philadelphia,PA19182
NONE   Documenting the composition of clinicians providin 67,500

Washington State University

PO Box 641025
Pullman,WA99164
N/A   Documenting the composition of clinicians providin 67,500

Albany Medical College

47 New Scotland Avenue Room R-102
Albany,NY12208
N/A   Post-abortion contraceptive care 67,274

Trustees of University of Pennsylvania

3451 Walnut St 5th Floor Franklin
Philadelphia,PA19104
N/A   EMERGING SCHOLARS 65,585

Virginia Tech

VA Polytechnic Institute and State
Blacksburg,VA240610002
N/A   EMERGING SCHOLARS 54,000

Baylor College of Medicine

1 Baylor Plaza
Houston,TX77030
N/A   EMERGING SCHOLARS 54,000

Regents of the University of Michigan

1109 Geddes Ave
Ann Arbor,MI481091079
N/A   EMERGING SCHOLARS 54,000

Drexel University

3141 Chestnut Street
Philadelphia,PA19104
N/A   EMERGING SCHOLARS 53,927

Trustees of Indiana University

107 S Indiana Ave
Bloomington,IN47405
N/A   EMERGING SCHOLARS 53,882

Saint Louis University

1 N Grand Blvd
St Louis,MO63103
N/A   EMERGING SCHOLARS 53,847

Kaiser Permanente

1 Kaiser Plaza
Oakland,CA94612
N/A   General Purpose 53,350

The Board of Trustees of the University of Illinoi

28395 Network Place
Chicago,IL60673
N/A   EMERGING SCHOLARS 32,292

Wellstar Research Institute

522 North Ave NW
Marietta,GA30060
N/A   EMERGING SCHOLARS 25,305

Copyright Clearance Center

222 Rosewood Drive
Danvers,MA01923
N/A   open access publication 20,400

University of Colorado Denver

PO Box 910238
Denver,CO80291
N/A   EMERGING SCHOLARS 7,500

University of Cincinnati

PO Box 932641
Cleveland,OH44193
N/A   EMERGING SCHOLARS 7,500

Regents of the University of California LA

BOX 957089 1125 MURPHY HALL 405 H
Los Angeles,CA90095
N/A   EMERGING SCHOLARS 7,500

The Queen's Medical Center

NPAR Lockbox PO Box 31000
Honolulu,HI96849
N/A   Uta Landy CFP scholars 2025 7,500

University of Wisconsin-Madison

Box 78538
Milwaukee,WI53278
N/A   Documenting the composition of clinicians providin 7,500

Regents of the University of California San Diego

9500 GILMAN DRIVE
LA JOLLA,CA92093
N/A   EMERGING SCHOLARS 7,500

Louisiana Abortion Fund

3014 Dauphine Street Ste A PMB
New Orleans,LA70117
N/A   provision of medication abortion 7,500

University of Massachusetts Amherst

Controllers Office 1 Venture Way
Hadley,MA01035
N/A   EMERGING SCHOLARS 7,500

University of Connecticut Health Center

263 Farmington Avenue
Farmington,CT06030
N/A   Uta Landy CFP scholars 2025 7,500

University of New Mexico Health Sciences Center

MSC09 5300 1 University of New Mex
Albuquerque,NM87131
N/A   Uta Landy CFP scholars 2025 7,500

The University of Georgia Research Foundation Inc

310 East Campus Road Tucker Hall 4
Athens,GA30602
N/A   EMERGING SCHOLARS 7,500

Morehouse School of Medicine

720 Westview Drive SW
Atlanta,GA30310
N/A   EMERGING SCHOLARS 7,459

West Virginia University

866 Chestnut Ridge Road PO Box 684
Morgantown,WV26506
N/A   EMERGING SCHOLARS 6,954

National Center for Faculty Development and Divers

19 Clifford Street
Detroit,MI48226
N/A   career development 5,250

Springer Nature Customer Service Center LLC

1 New York Plaza Suite 4600
New York,NY10004
N/A   open access publication 3,265

John Wiley & Sons Inc

111 River Street
Hoboken,NJ07030
N/A   open access publication 3,120

Birthing Cultural Rigor LLC

406 11th Ave N Apt 663
Nashville,TN37203
N/A   EMERGING SCHOLARS 3,000

American Public Health Association

800 I Street NW
Washington,DC20001
N/A   General Purpose 2,500

Brown University

Box 1997 69 Brown Street 2nd Flr
Providence,RI02912
N/A   EMERGING SCHOLARS 2,150

University of Kansas Center for Research Inc

2385 Irving Hill Road
Lawrence,KS66045
N/A   EMERGING SCHOLARS 1,969

Plumbline Coaching and Consulting Inc

1350 E St SE Unit 537
Washington,DC20003
N/A   abortion care 1,200

Autistic Women & Nonbinary Network

5100 Van Dorn St Unit 6633
Lincoln,NE68506
N/A   General Purpose 1,057

National Health Law Program

1444 I Street NW Suite 1105
Washington,DC20005
N/A   remote provision of medication abortion 400

Vitala Global Foundation

763 Bay Street Suite 5010
Toronto,OntarioM5G2R3
CA
n/a   Remote provision of medication abortion 150,000

University of Guam

303 University Drive UOG Station
Mangilao   96923
GQ
n/a   EMERGING SCHOLARS 53,573
Total ................................. 3a 4,490,400
bApproved for future payment

The BOT of the University of Illinois
28395 Network Place
Chicago,IL60673
N/A   EMERGING SCHOLARS 99,236

Regents of the University of California SF
PO BOX 748872
Los Angeles,CA90074
N/A   EMERGING SCHOLARS 52,000

University of Pittsburgh
500 Ross Street 154-0455
Pittsburgh,PA15262
N/A   Exploring patterns of LARC use 50,000

Regents of the University of California Berkeley
2195 Hearst Avenue Room 130 Mail
Berkeley,CA94720
N/A   EMERGING SCHOLARS 50,000

Westchester Medical Center
Fin Dept Taylor Pavilion Room M22
Valhalla,NY10595
N/A   Exploring patterns of LARC use 50,000

University of Washington
12455 Collections Drive
Chicago,IL60693
N/A   EMERGING SCHOLARS 30,995

Georgia Tech Research Corporation
926 Dalney Street NW
Atlanta,GA30332
N/A   CHANGEMAKERS 14,966

Boston Medical Center
One Boston Medical Center Place
Boston,MA02118
N/A   CHANGEMAKERS 13,480

Ibis Reproductive Health Inc
2067 Massachusetts Avenue Suite 32
Cambridge,MA02140
N/A   Remote provision of medication abortion 10,000

Brigham and Women's Hospital
263 Huntington Avenue 318
Boston,MA02115
N/A   abortion and contraception research 9,960

BD of Regents of the University of Wisconsin Syst
1860 Van Hise Hall 1220 Linden Dr
Madison,WI53706
N/A   EMERGING SCHOLARS 7,500

George Washington University
PO Box 829896
Philadelphia,PA19182
N/A   Documenting the composition of clinicians providing abortion care 7,500

University of Maryland
4101 Chesapeake Building 4300 Terra
College Park,MD20742
N/A   EMERGING SCHOLARS 7,500

Resound Research for Reproductive Health
PO Box 889385
Los Angeles,CA90088
N/A   CHANGEMAKERS 7,500

University of Texas at Austin
2315 Red River Street
Austin,TX78712
N/A   EMERGING SCHOLARS 7,500

The Pennsylvania State University
PO Box 850
Hershey,PA17033
N/A   Emerging Scholars 7,500

Washington State University
PO Box 641025
Pullman,WA99164
N/A   Documenting the composition of clinicians providing abortion care 7,500

University of South Carolina
1600 Hampton Street 6th Flr
Columbia,SC29208
N/A   Emerging Scholars 7,490

Albany Medical College
47 New Scotland Avenue Room R-102
Albany,NY12208
N/A   Post-abortion contraceptive care 7,475

Trustees of University of Pennsylvania
3451 Walnut St 5th Floor Franklin
Philadelphia,PA19104
N/A   EMERGING SCHOLARS 6,730

Saint Louis University
1 N Grand Blvd
St Louis,MO63103
N/A   EMERGING SCHOLARS 6,153

Rutgers The State University of New Jersey
33 Knightsbridge Road 2nd Floor Ea
Piscataway,NJ08854
N/A   EMERGING SCHOLARS 6,000

Baylor College of Medicine
1 Baylor Plaza
Houston,TX77030
N/A   EMERGING SCHOLARS 6,000

Regents of the University of Minnesota
200 Oak Street SE
Minneapolis,ME554552009
N/A   EMERGING SCHOLARS 6,000

Regents of the University of Michigan
1109 Geddes Ave
Ann Arbor,MI481091079
N/A   EMERGING SCHOLARS 6,000

Virginia Tech
VA Polytechnic Institute and State
Blacksburg,VA240610002
N/A   EMERGING SCHOLARS 6,000

Drexel University
3141 Chestnut Street
Philadelphia,PA19104
N/A   EMERGING SCHOLARS 5,992

Trustees of Indiana University
107 S Indiana Ave
Bloomington,IN47405
N/A   EMERGING SCHOLARS 5,987

University of Guam
303 University Drive UOG Station
Mangilao   96923
GQ
N/A   EMERGING SCHOLARS 5,953

Kaiser Permanente
1 Kaiser Plaza
Oakland,CA94612
N/A   General Purpose 5,928

Guttmacher Institute
125 Maiden Lane 7th Floor
New York,NY10038
n/a   Documenting the composition of clinicians providing abortion care 7,500
Total ................................. 3b 522,345
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
aANNUAL MEETING 900099       797,346
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 ....     14 833,398  
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 ............
         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT REFUNDS
900099       158,011
bCOMPED MEMBERSHIPS 900099       27,700
cREIMBURSED INCOME 900099       18,991
dPROGRAM INCOME 900099       9,896
eMISCELLANEOUS REVENUE 900099       1,037
fCONTINUING EDUCATION SALES 900099       689
12 Subtotal. Add columns (b), (d), and (e) .. 0 833,398 1,013,670
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,847,068
(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.)
1.a THE ANNUAL MEETING IS WHERE THOSE WHO PRODUCE AND INFORM THAT SCIENCE COME TOGETHER TO SHARE NEW RESEARCH; CONSIDER NEW QUESTIONS; LEARN FROM ONE ANOTHER; IMPROVE THEIR CAPACITY TO PROVIDE EVIDENCE-INFORMED AND PERSON-CENTERED CARE; GET INSPIRED; AND RECEIVE THE SUPPORT THEY NEED FROM PEERS, MENTORS, AND ALLIES TO RETURN TO THEIR COMMUNITIES AND INSTITUTIONS PREPARED TO ADVOCATE FOR EVIDENCE-INFORMED AND PERSON-CENTERED ABORTION AND CONTRACEPTION CARE.
11a MEMBERS OF THE SOCIETY OF FAMILY PLANNING ARE UNITED BY A VISION OF JUST AND EQUITABLE ABORTION AND CONTRACEPTION, INFORMED BY SCIENCE. MEMBERS HAVE A DEMONSTRATED INTEREST IN CONDUCTING OR LEVERAGING FAMILY PLANNING RESEARCH. COMPLIMENTARY MEMBERSHIPS ARE PROVIDED TO INDIVIDUALS TO HELP REMOVE FINANCIAL BARRIERS TO OUR MEMBERSHIP BENEFITS, INCLUDING THOSE WHO DO NOT HAVE INSTITUTIONAL SUPPORT. MEMBERSHIP BENEFITS INCLUDE STAYING UP TO DATE WITH SCIENTIFIC AND CLINICAL DEVELOPMENTS IN FAMILY PLANNING, MEETING OTHER SCHOLARS, CLINICIANS, AND ADVOCATES FOCUSED ON FAMILY PLANNING, RECEIVING MENTORSHIPS FROM ESTABLISHED LEADERS IN THE FAMILY PLANNING FIELD, AND TAKING PART IN OUR ANNUAL CAREER DEVELOPMENT WORKSHOP.
11b CONTINUING EDUCATION SALES - EXPLORE ON-DEMAND PROFESSIONAL DEVELOPMENT CONTENT AND RESOURCES DESIGNED TO ENHANCE THE SKILLS AND KNOWLEDGE OF SOCIETY MEMBERS AND THE FAMILY PLANNING COMMUNITY. EXPLORE A WIDE RANGE OF TOPICS, ACCESS VALUABLE RESOURCES, AND EARN CME CREDITS WHERE APPLICABLE.
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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Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

30-0291539
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
SOCIETY OF FAMILY PLANNING
 
Employer identification number
30-0291539
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
SUSAN T BUFFETT FOUNDATION
808 CONAGRA DRIVE SUITE 300
 
OMAHA, NE68102

$ 235,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
WYSS FOUNDATION
1759 R STREET NW
 
WASHINGTON, DC20009

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
UTA LANDY PHD
49 MARLIN AVENUE
 
MILL VALLEY, CA94941

$ 80,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
Organon
30 Hudson Street
 
Jersey City, NJ07302

$ 10,505


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
Tara Health Foundation
1818 Oliver Avenue South
 
Minneapolis, MN554052224

$ 10,000


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

$  


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

30-0291539
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
SOCIETY OF FAMILY PLANNING
 
Employer identification number

30-0291539
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


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Software Version:  

TY 2025 ContractorCompensationExpln
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Contractor Explanation
AGGREGATE GRAPHIC DESIGN AND COMMUNICATIONS
PERSONIFIED TECHNOLOGY CONSULTING L IT support
CAMINO PUBLIC RELATIONS SECURITY
NPAG HIRING ASSISTANCE/ RECRUITMENT

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

TY 2025 DepreciationSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
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 GeneralExplanationAttachment
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Identifier Return Reference Explanation
FORM 990PF, PART VII-A, LINE 1 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: FORM 990PF, PART VII-A, LINE 1 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: GRANTS - THE ORGANIZATION SUPPORTS RESEARCH ON CONTRACEPTION AND ABORTION THAT EXERTS A SUSTAINED, POWERFUL INFLUENCE ON CLINICAL PRACTICE, PUBLIC POLICY, HEALTH SERVICES, PROGRAMS AND CULTURE. GRANT MECHANISMS INCLUDE SMALL AND LARGE RESEARCH GRANTS, CAREER DEVELOPMENT AWARDS (JUNIOR INVESTIGATOR, MID-CAREER MENTOR AND TRAINEE), MULTI-STATE RESEARCH PROJECT GRANTS, COMMUNITY-BASED PARTICIPATORY RESEARCH GRANTS AND INTERDISCIPLINARY INNOVATION GRANTS.
FORM 990PF, PART VII-A, LINE 2 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: FORM 990PF, PART VII-A, LINE 2 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: RESEARCH - THE ORGANIZATION IS AN ACADEMIC SOCIETY OF RESEARCHERS, CLINICIANS AND EDUCATORS DEDICATED TO IMPROVING SEXUAL AND REPRODUCTIVE HEALTH. THE ORGANIZATION ADVANCES SCIENCE IN FAMILY PLANNING, INCLUDING CONTRACEPTION AND ABORTION, BY FUNDING RESEARCH AND PROMOTING THE EXPANSION AND DISSEMINATION OF FAMILY PLANNING KNOWLEDGE. THE ORGANIZATION PROMOTES SCIENTIFICALLY SOUND RESEARCH BY FUNDING STUDIES OF FAMILY PLANNING, FOSTERS THE ADVANCEMENT OF CLINICAL CARE THROUGH THE DEVELOPMENT OF EVIDENCE-BASED CLINICAL GUIDELINES, MENTORS MEMBERS IN RESEARCH, LEADERSHIP SKILLS AND CAREER DEVELOPMENT AS WELL AS ADVANCES THE CREATION OF FAMILY PLANNING KNOWLEDGE TO INFORM PUBLIC POLICY.
FORM 990PF, PART VII-A, LINE 3 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: FORM 990PF, PART VII-A, LINE 3 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: JOURNAL AND PUBLICATION - THE OFFICIAL JOURNAL OF THE SOCIETY OF FAMILY PLANNING IS CONTRACEPTION, AN INTERNATIONAL REPRODUCTIVE HEALTH JOURNAL PUBLISHED BY ELSEVIER. THE ORGANIZATION'S MEMBERS RECEIVE A FREE SUBSCRIPTION AS PART OF THEIR MEMBERSHIP.
FORM 990PF, PART VI-A, LINE 10 - Substantial contributors during the YEAR FORM 990PF, PART VI-A, LINE 10 - Substantial contributors during the YEAR THE FOLLOWING ORGANIZATION BECOME A SUBSTANTIAL CONTRIBUTOR DURING THE YEAR 2023: 1. SUSAN T. BUFFETT FOUNDATION 808 CONAGRA DRIVE, SUITE 300 OMAHA, NE 68102

TY 2025 InvestmentsCorpBondsSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Name of Bond End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS 142,446 142,446

TY 2025 InvestmentsCorpStockSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 1,858,921 1,858,921

TY 2025 InvestmentsGovtObligationsSch
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
US Government Securities - End of Year Book Value:

11,499,460
US Government Securities - End of Year Fair Market Value:

11,499,460
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EXCHANGE TRADED FUNDS FMV 4,344,798 4,344,798
OTHER FMV 420,367 420,367

TY 2025 OtherExpensesSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 27,580     27,580
DUES & SUBSCRIPTIONS 72,171     72,171
ADVERTISING 71,779     71,779
OUTREACH & EXHIBITS 34,842     34,842
GRANT REVIEW HONORARIUM 51,365     51,365
TRAINING WORKSHOPS 95,463     95,463
OTHER GRANT RELATED EXPENSES 19,662     19,662
CONSULTING 97,048     97,048
RESEARCH & DEVELOPMENT 59,572     59,572
PAYROLL SERVICE FEES 14,358     14,358
CANCELLED GRANTS 661,285     661,285
REIMBURSEMENT CHANGEMAKERS 261,429     261,429


TY 2025 OtherIncomeSchedule2
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ANNUAL MEETING 797,346   797,346
GRANT REFUNDS 158,011   158,011
COMPED MEMBERSHIPS 27,700   27,700
REIMBURSED INCOME 18,991   18,991
Program income 9,896   9,896
MISCELLANEOUS REVENUE 1,037   1,037
Continuing education sales 689   689


TY 2025 OtherIncreasesSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Description Amount
UNREALIZED GAINS 541,267


TY 2025 OtherProfessionalFeesSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 50,299 50,299    
CONTRACT SERVICE FEES 264,940     264,940
PUBLISHING FEES 3,028     3,028


TY 2025 SalesOfInventoryList 
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539

Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
Cost of Goods Sold)
SALES OF MERCHANDISE AND PRODUCTS 8,380   8,380

TY 2025 TaxesSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 213,504     213,504