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
KATHRYN B MCQUADE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1532 AFT
  Room/suite
City or town
PENNINGTON
State or province
NJ
Country  
ZIP or foreign postal code
08534
A Employer identification number

46-4122112
B Telephone number (see instructions)

8888663275
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)$9,071,291J 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) 856,634
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 263,966 263,966  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,067,185
b Gross sales price for all assets on line 6a 5,333,035
7 Capital gain net income (from Part IV, line 2)... 1,067,185
8 Net short-term capital gain......... 0
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........ 2,187,785 1,331,151  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
86,783 52,070   34,713
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
60,936 2,573   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,932     22,932
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 171,901 54,643 0 58,895
25 Contributions, gifts, grants paid....... 2,197,500 2,197,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,369,401 54,643 0 2,256,395
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -181,616
b Net investment income (if negative, enter -0-) 1,276,508
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3 45,096 45,096
2 Savings and temporary cash investments......... 265,724 100,967 100,967
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
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 0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,720,149 Click to see attachment
List of Attached Documents:
// Content
8,120,235 		8,925,228
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) 8,985,876 8,266,298 9,071,291
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
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........ 8,985,876 8,266,298
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)..... 8,985,876 8,266,298
30 Total liabilities and net assets/fund balances (see instructions). 8,985,876 8,266,298
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
8,985,876
2
Enter amount from Part I, line 27a .....................
2
-181,616
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,804,260
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
537,962
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,266,298
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 622. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-03-22 2025-02-21
b 250. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-06-15 2025-02-21
c 105. FIDELITY TOTAL BOND ETF   2023-03-22 2025-02-21
d 24. ISHARES CORE S&P 500 ETF   2022-08-29 2025-02-21
e 566. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-06-13 2025-02-21
392. MFS VALUE FD CL I   2024-02-01 2025-02-21
606. VANGUARD TOTAL INTL STK ETF   2022-06-15 2025-02-21
105. VANGUARD TOTAL BOND MKT   2023-03-22 2025-02-21
128. VANGUARD VALUE ETF   2024-06-18 2025-02-21
286. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-03-22 2025-03-07
555. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-06-15 2025-03-07
188. FIDELITY TOTAL BOND ETF   2024-12-19 2025-03-07
94. FIDELITY TOTAL BOND ETF   2023-03-22 2025-03-07
233. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-06-13 2025-03-07
70. VANGUARD TOTAL INTL STK ETF   2022-06-15 2025-03-07
101. VANGUARD TOTAL BOND MKT   2023-03-22 2025-03-07
8. VANGUARD TOTAL BOND MKT   2024-12-19 2025-03-07
1752. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-03-22 2025-03-20
2043. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-08-01 2025-03-20
21. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-08-25 2025-03-20
366. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-06-24 2025-03-20
67. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-06-15 2025-03-20
1545. FIDELITY TOTAL BOND ETF   2023-03-23 2025-03-20
287. FIDELITY TOTAL BOND ETF   2024-12-19 2025-03-20
322. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-06-24 2025-03-20
336. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-08-01 2025-03-20
863. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-06-13 2025-03-20
153.42 MFS VALUE FD CL I   2024-02-01 2025-03-20
155.58 MFS VALUE FD CL I   2024-03-26 2025-03-20
227. VANGUARD TOTAL INTL STK ETF   2022-06-15 2025-03-20
281. VANGUARD TOTAL INTL STK ETF   2022-06-24 2025-03-20
11. VANGUARD TOTAL INTL STK ETF   2022-07-29 2025-03-20
593. VANGUARD TOTAL BOND MKT   2023-03-23 2025-03-20
116. VANGUARD TOTAL BOND MKT   2024-12-19 2025-03-20
87. VANGUARD VALUE ETF   2024-06-18 2025-03-20
1075. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-03-22 2025-04-22
786. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-08-25 2025-04-22
1093. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-08-30 2025-04-22
1017. FIDELITY TOTAL BOND ETF   2023-03-23 2025-04-22
1. VANGUARD TOTAL INTL STK ETF   2022-07-29 2025-04-22
417. VANGUARD TOTAL BOND MKT   2023-03-23 2025-04-22
400. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-08-25 2025-06-03
225. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-08-01 2025-06-03
320. VANGUARD TOTAL INTL STK ETF   2022-07-29 2025-06-03
85. VANGUARD TOTAL INTL STK ETF   2022-08-24 2025-06-03
352. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-03-22 2025-06-09
1219. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-11-14 2025-06-09
11. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2022-08-30 2025-06-09
47. ISHARES CORE S&P 500 ETF   2022-11-11 2025-06-09
46. ISHARES CORE S&P 500 ETF   2022-08-29 2025-06-09
358. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-08-25 2025-06-09
1066. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-08-30 2025-06-09
177. VANGUARD TOTAL INTL STK ETF   2022-08-24 2025-06-09
270. VANGUARD TOTAL INTL STK ETF   2022-08-29 2025-06-09
303. VANGUARD RUSSELL 1000 ET GROWTH   2022-08-29 2025-06-09
18. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-08-18 2025-06-11
763. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-08-08 2025-06-11
134. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-08-17 2025-06-11
5177. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-03-22 2025-06-11
5711. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-03-22 2025-06-11
993. ISHARES CORE S&P SMALL CAP ETF   2024-12-19 2025-06-11
584. ISHARES CORE S&P SMALL CAP ETF   2024-12-20 2025-06-11
165. ISHARES CORE S&P SMALL CAP ETF   2024-09-10 2025-06-11
46. ISHARES CORE S&P SMALL CAP ETF   2024-01-29 2025-06-11
292. ISHARES CORE S&P SMALL CAP ETF   2024-01-31 2025-06-11
556. ISHARES CORE S&P SMALL CAP ETF   2024-03-26 2025-06-11
141. ISHARES CORE S&P SMALL CAP ETF   2023-08-17 2025-06-11
24. ISHARES CORE S&P SMALL CAP ETF   2023-08-24 2025-06-11
19. ISHARES CORE S&P SMALL CAP ETF   2023-12-28 2025-06-11
310. ISHARES CORE S&P SMALL CAP ETF   2023-03-20 2025-06-11
376. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-08-30 2025-06-11
215. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-08-17 2025-06-11
495. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-08-18 2025-06-11
108. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-06-12 2025-06-11
275. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-08-08 2025-06-11
213. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2022-11-14 2025-06-11
204. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-03-20 2025-06-11
1369. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-03-21 2025-06-11
2084. MFS VALUE FD CL I   2024-12-20 2025-06-11
60. MFS VALUE FD CL I   2024-04-30 2025-06-11
3920. MFS VALUE FD CL I   2024-12-19 2025-06-11
180.42 MFS VALUE FD CL I   2024-03-26 2025-06-11
4155. MFS VALUE FD CL I   2024-03-27 2025-06-11
2245. VANGUARD TOTAL INTL STK ETF   2024-12-20 2025-06-11
8. VANGUARD TOTAL INTL STK ETF   2024-04-30 2025-06-11
839. VANGUARD TOTAL INTL STK ETF   2024-06-18 2025-06-11
179. VANGUARD TOTAL INTL STK ETF   2024-08-02 2025-06-11
375. VANGUARD TOTAL INTL STK ETF   2024-09-10 2025-06-11
3256. VANGUARD TOTAL INTL STK ETF   2024-12-19 2025-06-11
83. VANGUARD TOTAL INTL STK ETF   2023-12-28 2025-06-11
58. VANGUARD TOTAL INTL STK ETF   2024-01-29 2025-06-11
831. VANGUARD TOTAL INTL STK ETF   2024-01-31 2025-06-11
28. VANGUARD TOTAL INTL STK ETF   2023-08-24 2025-06-11
197. VANGUARD TOTAL INTL STK ETF   2023-12-21 2025-06-11
24. VANGUARD TOTAL INTL STK ETF   2023-06-12 2025-06-11
378. VANGUARD TOTAL INTL STK ETF   2023-08-17 2025-06-11
669. VANGUARD TOTAL INTL STK ETF   2023-03-20 2025-06-11
287. VANGUARD TOTAL INTL STK ETF   2022-08-29 2025-06-11
932. VANGUARD TOTAL BOND MKT   2023-03-23 2025-06-11
187. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-08-18 2025-07-03
42. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-06-12 2025-07-03
126. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-03-22 2025-07-03
15. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-08-08 2025-07-03
145. FIDELITY TOTAL BOND ETF   2023-03-23 2025-07-03
40. VANGUARD TOTAL BOND MKT   2023-03-23 2025-07-03
15. VANGUARD TOTAL BOND MKT   2023-03-23 2025-07-03
128. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-11-17 2025-07-11
334. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-08-24 2025-07-11
245. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-08-18 2025-07-11
260. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-08-08 2025-07-11
150. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-08-17 2025-07-11
347. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-08-18 2025-07-11
430. BROADCOM INC   2021-01-20 2025-07-11
325. BROADCOM INC   2023-07-24 2025-07-11
232. DIMENSIONAL INTL CORE EQUITY MA   2025-06-11 2025-07-11
432. FIDELITY TOTAL BOND ETF   2023-03-23 2025-07-11
203. FIDELITY TOTAL BOND ETF   2023-03-23 2025-07-11
38. ISHARES CORE S&P 500 ETF   2022-11-11 2025-07-11
64. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-08-24 2025-07-11
112. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-12-21 2025-07-11
229. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-08-18 2025-07-11
39. VANGUARD TOTAL BOND MKT   2024-12-19 2025-07-11
178. VANGUARD TOTAL BOND MKT   2023-03-23 2025-07-11
140. VANGUARD RUSSELL 1000 ET GROWTH   2022-08-29 2025-07-11
115. VANGUARD VALUE ETF   2024-06-18 2025-07-11
1360. GARMIN LTD   2023-10-26 2025-07-11
1565. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-12-21 2025-08-21
2087. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-12-22 2025-08-21
2261. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2024-02-01 2025-08-21
135. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2024-04-30 2025-08-21
629. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-11-17 2025-08-21
1693. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2024-06-18 2025-08-21
518. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2023-12-28 2025-08-21
382. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2024-01-31 2025-08-21
1417. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-06-18 2025-08-21
1970. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-02-01 2025-08-21
1772. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-12-22 2025-08-21
739. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-12-28 2025-08-21
139. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-04-30 2025-08-21
173. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-08-18 2025-08-21
368. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-08-24 2025-08-21
335. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-01-31 2025-08-21
1179. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2023-12-21 2025-08-21
11. ISHARES CORE S&P 500 ETF   2022-11-11 2025-08-21
78. VANGUARD RUSSELL 1000 ET GROWTH   2022-08-29 2025-08-21
23. VANGUARD VALUE ETF   2024-06-18 2025-08-21
1827. VANGUARD SMALL CAP   2025-06-11 2025-08-21
486. AQR LONG SHORT EQUITY FUND CL I   2025-08-21 2025-08-25
693. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2024-06-18 2025-08-25
911. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-06-18 2025-08-25
451. DIMENSIONAL INTL CORE EQUITY MA   2025-06-11 2025-08-25
710. FIDELITY TOTAL BOND ETF   2023-03-23 2025-08-25
61. ISHARES CORE S&P 500 ETF   2023-03-20 2025-08-25
20. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-12-21 2025-08-25
263. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-12-22 2025-08-25
521. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-12-28 2025-08-25
15. VANGUARD TOTAL BOND MKT   2025-07-11 2025-08-25
50. VANGUARD TOTAL BOND MKT   2024-12-19 2025-08-25
183. VANGUARD TOTAL BOND MKT   2025-07-11 2025-08-25
46. VANGUARD RUSSELL 1000 ET GROWTH   2022-11-11 2025-08-25
208. VANGUARD RUSSELL 1000 ET GROWTH   2022-08-29 2025-08-25
186. VANGUARD VALUE ETF   2024-06-18 2025-08-25
170. AQR LONG SHORT EQUITY FUND CL I   2025-08-21 2025-09-09
149. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-08-02 2025-09-09
247. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-06-18 2025-09-09
113. DIMENSIONAL INTL CORE EQUITY MA   2025-06-11 2025-09-09
237. FIDELITY TOTAL BOND ETF   2023-03-23 2025-09-09
6. ISHARES CORE S&P 500 ETF   2023-03-20 2025-09-09
78. VANGUARD TOTAL BOND MKT   2025-07-11 2025-09-09
51. VANGUARD RUSSELL 1000 ET GROWTH   2022-11-11 2025-09-09
796. AQR LONG SHORT EQUITY FUND CL I   2025-08-21 2025-09-25
684. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-08-02 2025-09-25
269. FIDELITY TOTAL BOND ETF   2023-03-23 2025-09-25
47. ISHARES CORE S&P 500 ETF   2023-03-20 2025-09-25
257. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2023-12-28 2025-09-25
85. VANGUARD TOTAL BOND MKT   2025-07-11 2025-09-25
236. VANGUARD RUSSELL 1000 ET GROWTH   2022-11-11 2025-09-25
180. VANGUARD VALUE ETF   2024-06-18 2025-09-25
2038. ABB LTD SPONSORED ADR   2020-04-22 2025-09-26
42. ABB LTD SPONSORED ADR   2023-02-02 2025-09-26
742. ABB LTD SPONSORED ADR   2022-09-21 2025-09-26
98. ABB LTD SPONSORED ADR   2020-09-15 2025-09-26
1707. ABB LTD SPONSORED ADR   2023-10-26 2025-09-26
366. ABB LTD SPONSORED ADR   2024-02-02 2025-09-26
334. AQR LONG SHORT EQUITY FUND CL I   2025-08-21 2025-10-17
664. DIMENSIONAL INTL CORE EQUITY MA   2025-06-11 2025-10-17
737. FIDELITY TOTAL BOND ETF   2023-03-23 2025-10-17
24. ISHARES CORE S&P 500 ETF   2023-03-20 2025-10-17
15. ISHARES CORE S&P 500 ETF   2023-03-22 2025-10-17
294. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2024-01-29 2025-10-17
292. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2024-01-31 2025-10-17
136. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2024-02-01 2025-10-17
267. VANGUARD TOTAL BOND MKT   2025-07-11 2025-10-17
147. VANGUARD RUSSELL 1000 ET GROWTH   2022-11-11 2025-10-17
104. VANGUARD VALUE ETF   2024-06-18 2025-10-17
344. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2024-06-18 2025-11-18
858. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-08-02 2025-11-18
11. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-09-10 2025-11-18
440. DIMENSIONAL INTL CORE EQUITY MA   2025-06-11 2025-11-18
145. FIDELITY TOTAL BOND ETF   2025-06-11 2025-11-18
67. FIDELITY TOTAL BOND ETF   2025-06-11 2025-11-18
509. FIDELITY TOTAL BOND ETF   2023-03-23 2025-11-18
19. ISHARES CORE S&P 500 ETF   2023-03-23 2025-11-18
16. ISHARES CORE S&P 500 ETF   2023-08-17 2025-11-18
3. ISHARES CORE S&P 500 ETF   2023-08-08 2025-11-18
13. ISHARES CORE S&P 500 ETF   2023-03-22 2025-11-18
201. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2024-02-01 2025-11-18
243. VANGUARD TOTAL BOND MKT   2025-07-11 2025-11-18
102. VANGUARD RUSSELL 1000 ET GROWTH   2022-11-11 2025-11-18
32. VANGUARD RUSSELL 1000 ET GROWTH   2023-03-20 2025-11-18
202. VANGUARD VALUE ETF   2024-06-18 2025-11-18
1248. AQR LONG SHORT EQUITY FUND CL I   2025-08-21 2025-11-19
702. AQR LONG SHORT EQUITY FUND CL I   2025-08-21 2025-12-03
327. BLACKROCK TACTICAL OPPORTUNITIES FUND I   2024-06-18 2025-12-03
638. BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL   2024-09-10 2025-12-03
638. DIMENSIONAL INTL CORE EQUITY MA   2025-06-11 2025-12-03
166. FIDELITY TOTAL BOND ETF   2025-06-11 2025-12-03
57. ISHARES CORE S&P 500 ETF   2023-08-17 2025-12-03
546. MFS INTERNATIONAL DIVERS IFICATION FUND CL I   2024-02-01 2025-12-03
59. VANGUARD TOTAL BOND MKT   2025-07-11 2025-12-03
197. VANGUARD RUSSELL 1000 ET GROWTH   2023-03-20 2025-12-03
183. VANGUARD VALUE ETF   2024-06-18 2025-12-03
468. AQR LONG SHORT EQUITY FUND CL I   2025-08-21 2025-12-30
321. DIMENSIONAL INTL CORE EQUITY MA   2025-06-11 2025-12-30
199. FIDELITY TOTAL BOND ETF   2025-06-11 2025-12-30
33. FIDELITY TOTAL BOND ETF   2025-07-11 2025-12-30
63. VANGUARD VALUE ETF   2024-06-18 2025-12-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,336   8,814 522
b 3,383   2,830 553
c 4,775   4,806 -31
d 14,504   9,694 4,810
e 13,805   11,292 2,513
19,968   18,957 1,011
38,086   31,736 6,350
7,645   7,690 -45
22,591   20,726 1,865
4,336   4,053 283
7,731   6,283 1,448
8,585   8,614 -29
4,292   4,302 -10
5,792   4,648 1,144
4,454   3,666 788
7,391   7,397 -6
585   588 -3
26,403   24,826 1,577
28,541   23,168 5,373
293   237 56
5,113   4,143 970
936   758 178
70,767   71,016 -249
13,146   13,151 -5
8,002   6,569 1,433
8,350   7,036 1,314
21,446   17,217 4,229
7,731   7,419 312
7,840   7,869 -29
14,508   11,888 2,620
17,960   14,636 3,324
703   585 118
43,558   43,719 -161
8,521   8,531 -10
15,104   14,087 1,017
15,953   15,233 720
11,067   8,858 2,209
15,389   12,318 3,071
45,693   46,746 -1,053
62   53 9
30,192   30,743 -551
10,480   8,272 2,208
5,895   4,712 1,183
21,552   17,008 4,544
5,725   4,462 1,263
5,164   4,287 877
17,883   14,128 3,755
161   124 37
28,309   18,689 9,620
27,707   18,581 9,126
9,483   7,403 2,080
28,238   21,352 6,886
12,062   9,292 2,770
18,399   13,962 4,437
31,854   18,501 13,353
277   257 20
11,750   10,812 938
2,064   1,914 150
79,726   73,358 6,368
83,780   69,560 14,220
108,326   114,781 -6,455
63,709   68,094 -4,385
18,000   18,062 -62
5,018   4,872 146
31,854   30,974 880
60,654   59,859 795
15,382   13,988 1,394
2,618   2,369 249
2,073   2,085 -12
33,818   29,400 4,418
10,009   7,531 2,478
5,723   4,659 1,064
13,177   10,697 2,480
2,875   2,401 474
7,321   6,146 1,175
5,670   4,349 1,321
5,430   4,253 1,177
36,443   28,900 7,543
106,201   101,616 4,585
3,058   2,977 81
199,763   189,336 10,427
9,194   9,126 68
211,739   213,359 -1,620
153,693   132,320 21,373
548   475 73
57,438   51,158 6,280
12,254   10,585 1,669
25,673   22,953 2,720
222,906   194,962 27,944
5,682   4,814 868
3,971   3,312 659
56,890   47,795 9,095
1,917   1,534 383
13,487   11,242 2,245
1,643   1,351 292
25,878   20,714 5,164
45,800   35,247 10,553
19,648   14,841 4,807
67,750   68,712 -962
2,900   2,668 232
612   511 101
1,837   1,535 302
219   185 34
6,611   6,665 -54
2,923   2,949 -26
1,096   1,106 -10
1,985   1,852 133
5,180   4,726 454
3,800   3,496 304
3,760   3,214 546
2,169   1,851 318
5,018   4,279 739
117,845   19,933 97,912
89,069   29,214 59,855
8,004   7,992 12
19,619   19,857 -238
9,219   9,331 -112
23,817   15,111 8,706
1,715   1,389 326
3,002   2,558 444
6,137   4,949 1,188
2,839   2,813 26
12,956   13,123 -167
15,408   8,548 6,860
20,495   18,621 1,874
292,284   138,213 154,071
24,962   20,830 4,132
33,288   27,715 5,573
36,063   30,998 5,065
2,153   1,917 236
10,033   9,102 931
27,003   23,702 3,301
8,262   6,864 1,398
6,093   5,241 852
20,036   20,575 -539
27,856   26,103 1,753
25,056   22,434 2,622
10,449   9,304 1,145
1,965   1,949 16
2,446   2,133 313
5,204   4,534 670
4,737   4,412 325
16,671   14,914 1,757
7,029   4,374 2,655
8,800   4,763 4,037
4,169   3,724 445
447,835   427,591 20,244
9,341   9,317 24
11,074   9,702 1,372
12,945   13,228 -283
16,135   15,537 598
32,603   32,635 -32
39,450   24,085 15,365
553   457 96
7,267   6,010 1,257
14,395   11,556 2,839
1,105   1,102 3
3,683   3,606 77
13,478   13,518 -40
5,273   2,681 2,592
23,844   12,700 11,144
33,877   30,117 3,760
3,318   3,259 59
2,168   2,038 130
3,594   3,586 8
4,073   3,893 180
10,993   10,894 99
3,910   2,369 1,541
5,800   5,762 38
5,926   2,972 2,954
15,753   15,259 494
10,021   9,357 664
12,440   12,365 75
31,094   18,557 12,537
7,134   5,700 1,434
6,300   6,279 21
28,119   13,753 14,366
33,329   29,146 4,183
144,540   33,814 110,726
2,979   1,427 1,552
52,624   21,577 31,047
6,950   2,488 4,462
121,065   56,621 64,444
25,958   15,970 9,988
6,597   6,403 194
24,309   22,875 1,434
34,399   33,876 523
16,043   9,476 6,567
10,027   6,031 3,996
8,332   6,477 1,855
8,275   6,380 1,895
3,854   2,999 855
19,994   19,722 272
17,701   8,567 9,134
19,337   16,840 2,497
5,415   4,816 599
12,570   11,737 833
161   150 11
15,954   15,158 796
6,714   6,625 89
3,102   3,073 29
23,569   23,396 173
12,608   7,546 5,062
10,618   7,073 3,545
1,991   1,344 647
8,627   5,227 3,400
5,604   4,432 1,172
18,046   17,950 96
12,097   5,944 6,153
3,795   1,917 1,878
37,376   32,708 4,668
25,422   23,924 1,498
14,482   13,457 1,025
5,131   4,578 553
9,430   8,696 734
23,871   21,979 1,892
7,700   7,615 85
39,177   25,197 13,980
15,654   12,039 3,615
4,391   4,358 33
24,185   11,799 12,386
34,834   29,631 5,203
9,926   8,972 954
12,334   11,058 1,276
9,187   9,128 59
1,523   1,517 6
12,124   10,201 1,923
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      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
      18,825
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       522
b       553
c       -31
d       4,810
e       2,513
      1,011
      6,350
      -45
      1,865
      283
      1,448
      -29
      -10
      1,144
      788
      -6
      -3
      1,577
      5,373
      56
      970
      178
      -249
      -5
      1,433
      1,314
      4,229
      312
      -29
      2,620
      3,324
      118
      -161
      -10
      1,017
      720
      2,209
      3,071
      -1,053
      9
      -551
      2,208
      1,183
      4,544
      1,263
      877
      3,755
      37
      9,620
      9,126
      2,080
      6,886
      2,770
      4,437
      13,353
      20
      938
      150
      6,368
      14,220
      -6,455
      -4,385
      -62
      146
      880
      795
      1,394
      249
      -12
      4,418
      2,478
      1,064
      2,480
      474
      1,175
      1,321
      1,177
      7,543
      4,585
      81
      10,427
      68
      -1,620
      21,373
      73
      6,280
      1,669
      2,720
      27,944
      868
      659
      9,095
      383
      2,245
      292
      5,164
      10,553
      4,807
      -962
      232
      101
      302
      34
      -54
      -26
      -10
      133
      454
      304
      546
      318
      739
      97,912
      59,855
      12
      -238
      -112
      8,706
      326
      444
      1,188
      26
      -167
      6,860
      1,874
      154,071
      4,132
      5,573
      5,065
      236
      931
      3,301
      1,398
      852
      -539
      1,753
      2,622
      1,145
      16
      313
      670
      325
      1,757
      2,655
      4,037
      445
      20,244
      24
      1,372
      -283
      598
      -32
      15,365
      96
      1,257
      2,839
      3
      77
      -40
      2,592
      11,144
      3,760
      59
      130
      8
      180
      99
      1,541
      38
      2,954
      494
      664
      75
      12,537
      1,434
      21
      14,366
      4,183
      110,726
      1,552
      31,047
      4,462
      64,444
      9,988
      194
      1,434
      523
      6,567
      3,996
      1,855
      1,895
      855
      272
      9,134
      2,497
      599
      833
      11
      796
      89
      29
      173
      5,062
      3,545
      647
      3,400
      1,172
      96
      6,153
      1,878
      4,668
      1,498
      1,025
      553
      734
      1,892
      85
      13,980
      3,615
      33
      12,386
      5,203
      954
      1,276
      59
      6
      1,923
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,067,185
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 17,743
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 17,743
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 17,743
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 19,668
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,668
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,925
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,925 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)
NV
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. Click to see attachment
List of Attached Documents:
// Content
...............................
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 address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532 AFTPENNINGTONNJ ZIP+408534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KATHRYN B MCQUADE TRUSTEE
1 		0    
420 VIA VENTANA DRIVE
MESQUITE,NV890273701
CAROL B HILL TRUSTEE
1 		0    
903 KENNESAW CT
HILLSBOROUGH,NC272786618
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  
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
9,049,783
b
Average of monthly cash balances.......................
1b
101,874
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,151,657
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
9,151,657
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
137,275
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,014,382
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
450,719
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
450,719
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
17,743
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,743
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
432,976
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
432,976
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
432,976
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
2,256,395
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
2,256,395
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 7 432,976
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...... 724,612
b From 2021...... 1,111,266
c From 2022...... 1,276,211
d From 2023...... 1,083,688
e From 2024...... 2,042,739
f Total of lines 3a through e ........ 6,238,516
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,256,395
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..... 432,976
e Remaining amount distributed out of corpus 1,823,419
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 8,061,935
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) ... 		724,612
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		7,337,323
10 Analysis of line 9:
a Excess from 2021 .... 1,111,266
b Excess from 2022 .... 1,276,211
c Excess from 2023 .... 1,083,688
d Excess from 2024 .... 2,042,739
e Excess from 2025 .... 1,823,419
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).)
KATHRYN B MCQUADE
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

POLARIS

PO BOX 65323
WASHINGTON,DC20035 		N/A   SURVIVOR EMPOWERMENT 30,000

INTERFAITH PRISON PARTNERSHIP

31 BEDFORD ROAD
KATONAH,NY10536 		N/A   UNRESTRICTED GENERAL 25,000

TECHNOSERVE INC

1777 N KENT STREET
ARLINGTON,VA22209 		N/A   UNRESTRICTED GENERAL 35,000

BOYS & GIRLS CLUB OF THE PIEDMONT INC

1001 COCHRAN STREET
STATESVILLE,NC28677 		N/A   UNRESTRICTED GENERAL 25,000

ONE ACRE FUND

1954 FIRST STREET 183
HIGHLAND PARK,IL60035 		N/A   UNRESTRICTED GENERAL 25,000

GEORGIA APPLESEED INC

1600 PARKWOOD CIR SE
ATLANTA,GA30339 		N/A   UNRESTRICTED GENERAL 25,000

FLYING KITES

25 DORCHESTER AVENUE
BOSTON,MA02205 		N/A   UNRESTRICTED GENERAL 25,000

THE UNIVERSITY OF FONDWA USA INC

2320 BLUE BONNET BLVD
HOUSTON,TX77030 		N/A   UNRESTRICTED GENERAL 49,000

WOMEN'S GLOBAL EMPOWERMENT FUND

PO BOX 6283
DENVER,CO80206 		N/A   UNRESTRICTED GENERAL 75,000

UKRAINIAN NATIONAL WOMEN'S LEAGUE

203 2ND AVENUE
NEW YORK,NY10003 		N/A   UNRESTRICTED GENERAL 25,000

CHILDRENS PLACE ASSN INTERNATIONAL

11 EAST ADAMS ST STE 1550
CHICAGO,IL60603 		N/A   UNRESTRICTED GENERAL 25,000

HEALING HANDS OF JOY

PO BOX 30431
CHARLOTTE,NC28230 		N/A   UNRESTRICTED GENERAL 30,000

MERCY MATERNITY HOUSE

8000 RESEARCH FOREST DRIVE
SPRING,TX77382 		N/A   UNRESTRICTED GENERAL 25,000

MAYA'S HOPE FOUNDATION INC

244 FIFTH AVENUE
NEW YORK,NY10001 		N/A   UNRESTRICTED GENERAL 25,000

SHE-CAN GLOBAL INC

100 TIBURON BLVD
MILL VALLEY,CA94941 		N/A   UNRESTRICTED GENERAL 25,000

IAAP FOUNDATION

9233 WARD PKWY
KANSAS CITY,MO64114 		N/A   UNRESTRICTED GENERAL 20,000

KARIMU INTERNATIONAL HELP FOUNDATION

75260 VISTA CORONA
PALM DESERT,CA92211 		N/A   UNRESTRICTED GENERAL 30,000

ETTA PROJECTS

909 N J STREET
TACOMA,WA98403 		N/A   UNRESTRICTED GENERAL 20,000

YMCA OF ROCK RIVER VALLEY

200 Y BLVD
ROCKFORD,IL61107 		N/A   UNRESTRICTED GENERAL 7,500

HUMANE ANIMAL WELFARE SOCIETY WAUKESHA

701 NORTHVIEW ROAD
WAUKESHA,WI53188 		N/A   UNRESTRICTED GENERAL 5,000

GIRL SCOUTS OF MN & WI RIVER VALLEYS

400 ROBERT STREET S
ST PAUL,MN55107 		N/A   UNRESTRICTED GENERAL 5,000

THE MICROLOAN FOUNDATION USA

237 BONAD ROAD
CHESTNUT HILL,MA02467 		N/A   UNRESTRICTED GENERAL 20,000

SUSTAINABLE HEALTHCARE FOR HAITI

98 WARREN STREET
WALTHAM,MA02453 		N/A   UNRESTRICTED GENERAL 10,000

SEW POWERFUL

229 CLARK AVENUE
YUBA CITY,CA95991 		N/A   UNRESTRICTED GENERAL 10,000

AUGUSTA LOCALLY GROWN

631 CHAFEE AVENUE
AUGUSTA,GA30904 		N/A   UNRESTRICTED GENERAL 15,000

CHICA PROJECT

1266 FURNACE BROOK PKWY
QUINCY,MA02169 		N/A   UNRESTRICTED GENERAL 25,000

CENTER FOR DISASTER PHILANTHROPY

ONE THOMAS CIRCLE NW
WASHINGTON,DC20005 		N/A   UNRESTRICTED GENERAL 25,000

GLOBAL LEARNING EXCHANGE INITIATIVE

PO BOX 3943
CHESTERFIELD,MO63006 		N/A   UNRESTRICTED GENERAL 24,000

KITCHENS FOR GOOD

2799 HEALTH CENTER DRIVE
SAN DIEGO,CA92123 		N/A   UNRESTRICTED GENERAL 25,000

PROJECT NEXT - SAN MARCOS PROMISE

255 PICO AVENUE
SAN MARCOS,CA92069 		N/A   UNRESTRICTED GENERAL 30,000

UNFCU FOUNDATION INC

2401 44TH ROAD
LONG ISLAND CITY,NY11101 		N/A   UNRESTRICTED GENERAL 30,000

UNITED HELP UKRAINE

PO BOX 83426
GAITHERSBURG,MD20883 		N/A   UNRESTRICTED GENERAL 25,000

JUSTICE RISING INTERNATIONAL

1360 S FIGUEROA STREET
LOS ANGELES,CA90015 		N/A   UNRESTRICTED GENERAL 30,000

HOPE'S DOOR INC

PO BOX 192
WESTOVER,AL35185 		N/A   UNRESTRICTED GENERAL 15,000

AWAKENING RECOVERY INC

1310 N STANLEY AVENUE
LOS ANGELES,CA90046 		N/A   UNRESTRICTED GENERAL 20,000

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		N/A   SUPPORT FOR SCHOLARSHIPS 57,000

USA FOR UNHCR

1310 L STREET NW
WASHINGTON,DC20005 		N/A   UNRESTRICTED GENERAL 25,000

FONKOZE USA

1900 L ST NW
WASHINGTON,DC20036 		N/A   UNRESTRICTED GENERAL 25,000

ACTIONAID USA

1220 L STREET NW
WASHINGTON,DC20005 		N/A   UNRESTRICTED GENERAL 25,000

CSJ LEARNING CONNECTION FOR ADULT EDUC'N

1725 BRENTWOOD ROAD
BRENTWOOD,NY11717 		N/A   UNRESTRICTED GENERAL 10,000

COLLEGE OF WILLIAM & MARY FOUNDATION

PO BOX 1693
WILLIAMSBURG,VA23187 		N/A   SUPPORT FOR SCHOLARSHIPS 125,000

BLUE RIDGE ZOOLOGICAL SOCIETY
DBA MILL MOUNTAIN ZOO
2404 PROSPECT ROAD
ROANOKE,VA24014 		N/A   UNRESTRICTED GENERAL 25,000

BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA

PO BOX 707
CHARLOTTESVILLE,VA22902 		N/A   UNRESTRICTED GENERAL 36,000

PRESBYTERIAN COMMUNITY CENTER INC INC

1228 JAMISON AVENUE SE
ROANOKE,VA24013 		N/A   UNRESTRICTED GENERAL 50,000

ASPIRE AFTERSCHOOL LEARNING

PO BOX 41318
ARLINGTON,VA22204 		N/A   UNRESTRICTED GENERAL 15,000

DUKE UNIVERSITY

3705 ERWIN ROAD
DURHAM,NC27705 		N/A   UNRESTRICTED GENERAL 50,000

YWCA OF THE CENTRAL CAROLINAS INC

3420 PARK ROAD
CHARLOTTE,NC28209 		N/A   UNRESTRICTED GENERAL 40,000

TERRIE HESS CHILD ADVOCACY CENTER

130 WOODSON STREET
SALISBURY,NC28144 		N/A   UNRESTRICTED GENERAL 25,000

ATLANTA VOLUNTEER LAWYERS FOUNDATION

352 UNIVERSITY AVENUE SW
ATLANTA,GA30310 		N/A   UNRESTRICTED GENERAL 25,000

HOPE FOR HAITI

1021 5TH AVENUE N
NAPLES,FL34101 		N/A   UNRESTRICTED GENERAL 10,000

SHOOTING TOUCH

65 SPRAGUE STREET
BOSTON,MA02136 		N/A   UNRESTRICTED GENERAL 15,000

SONOMA VALLEY EDUCATION FOUNDATION

PO BOX 493
SONOMA,CA95476 		N/A   UNRESTRICTED GENERAL 20,000

RESPITE CARE OF SAN ANTONIO

PO BOX 12633
SAN ANTONIO,TX78212 		N/A   UNRESTRICTED GENERAL 25,000

HOPE FOR UKRAINE INC

101 EISENHOWER PKWY
ROSELAND,NJ07068 		N/A   UNRESTRICTED GENERAL 25,000

HOPE ALIVE INC

4360 CENTRAL AVENUE
FREMONT,CA94536 		N/A   UNRESTRICTED GENERAL 10,000

THE KWEK SOCIETY

PO BOX 5595
ARLINGTON,VA22205 		N/A   UNRESTRICTED GENERAL 25,000

WORKING FOR WOMEN INC

PO BOX 1309
KINGSTON,NY12402 		N/A   UNRESTRICTED GENERAL 25,000

CAPTIVATING INTERNATIONAL - USA

1104 EMERALD STREET
SAN DIEGO,CA92109 		N/A   UNRESTRICTED GENERAL 27,000

SAINT ANN FOUNDATION US CHAPTER

730 OLD ROUTE 119 HWY N
INDIANA,PA15701 		N/A   UNRESTRICTED GENERAL 40,000

STREET BUSINESS SCHOOL

PO BOX 20848
BOULDER,CO80308 		N/A   UNRESTRICTED GENERAL 35,000

TEACH UNITED

19 OLD TOWN SQUARE
FORT COLLINS,CO80524 		N/A   UNRESTRICTED GENERAL 47,000

ENVIRONMENTAL LEARNING

12680 ALBROOK DRIVE
DENVER,CO80239 		N/A   UNRESTRICTED GENERAL 25,000

FINEMIND

9832 E FLORIDA PL
AURORA,CO80247 		N/A   UNRESTRICTED GENERAL 35,000

ANCIENT SECRETS FOUNDATION

2 S MAIN STREET
HEBER CITY,UT84032 		N/A   UNRESTRICTED GENERAL 25,000

HOPE FOR LEARNING

1422 BROOK ROAD
RICHMOND,VA23220 		N/A   UNRESTRICTED GENERAL 5,000

VOLUNTEER ACTION NETWORK LIMITED

4150 E CITRINE ROAD
SAN TAN VLY,AZ85143 		N/A   UNRESTRICTED GENERAL 25,000

START LIGHTHOUSE

564 JACKSON AVENUE
BRONX,NY10455 		N/A   UNRESTRICTED GENERAL 25,000

MAGNOLIA GLOBAL ACADEMY FOR LEADERS

1410 NEOTOMAS AVENUE
SANTA ROSA,CA95405 		N/A   UNRESTRICTED GENERAL 25,000

FIND FEED & RESTORE

11702 INDIAN HILLS LANE
CLERMONT,FL34711 		N/A   UNRESTRICTED GENERAL 25,000

BRAS FOR GIRLS

2226 EASTLAKE AVENUE E PMB 35
SEATTLE,WA98102 		N/A   UNRESTRICTED GENERAL 20,000

THE HOMING PROJECT

PO BOX 2387
TUCSON,AZ85702 		N/A   UNRESTRICTED GENERAL 15,000

ONE YARD AWAY INC

7427 MATTHEWS MINT HILL RD
MINT HILL,NC28227 		N/A   UNRESTRICTED GENERAL 30,000

CATHOLIC CHARITIES OF SOUTHERN NEVADA

1501 LAS VEGAS BLVD N
LAS VEGAS,NV89101 		N/A   UNRESTRICTED GENERAL 30,000

DENISE LOUIE EDUCATION CENTER

6363 7TH AVENUE S
SEATTLE,WA98108 		N/A   UNRESTRICTED GENERAL 15,000

FARESTART

700 VIRGINIA STREET
SEATTLE,WA98101 		N/A   UNRESTRICTED GENERAL 20,000

PANDRILLUS FDN (LIMBE WILDLIFE CENTER)

PO BOX 10082
PORTLAND,OR97296 		N/A   UNRESTRICTED GENERAL 25,000

TEKCITADEL INNOVATION

1305 N 6TH AVENUE
INDIANOLA,IA50125 		N/A   UNRESTRICTED GENERAL 15,000

GUARDIAN ANGELS FOUNDATION

405 W MAPLE AVENUE
MORRISVILLE,PA19067 		N/A   UNRESTRICTED GENERAL 20,000

SCIENCE BUDDIES

560 VALLEY WAY
MILPITAS,CA95035 		N/A   UNRESTRICTED GENERAL 15,000

MOTIVATING STUDENTS THROUGH EXPERIENCE

1150 SOUTH OLIVE STREET
LOS ANGELES,CA90015 		N/A   UNRESTRICTED GENERAL 20,000

JOVENES INC

1208 PLEASANT AVENUE
LOS ANGELES,CA90027 		N/A   UNRESTRICTED GENERAL 25,000

ALLIANCE FOR CHILDREN'S RIGHTS

4525 WILSHIRE BLVD 150
LOS ANGELES,CA90010 		N/A   UNRESTRICTED GENERAL 10,000

LOS ANGELES TEAM MENTORING

241 S FIGUEROA ST STE 370
LOS ANGELES,CA90012 		N/A   UNRESTRICTED GENERAL 25,000

HAPPY TRAILS FOR KIDS

2525 OCEAN PARK BLVD
SANTA MONICA,CA90405 		N/A   UNRESTRICTED GENERAL 25,000
Total ................................. 3a 2,197,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 263,966  
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 1,067,185  
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) ..   1,331,151  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,331,151
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
KATHRYN B MCQUADE FOUNDATION
 
Employer identification number

46-4122112
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
KATHRYN B MCQUADE FOUNDATION
  		Employer identification number
46-4122112
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
KATHRYN B MCQUADE
420 VIA VENTANA DRIVE
 
MESQUITE, NV890273701

$ 350,459


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
KATHRYN B MCQUADE
420 VIA VENTANA DRIVE
 
MESQUITE, NV890273701

$ 506,175


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
KATHRYN B MCQUADE FOUNDATION
  		Employer identification number

46-4122112
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITIES $ 350,459 2025-09-25
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 SECURITIES $ 506,175 2025-07-10
(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
KATHRYN B MCQUADE FOUNDATION
  		Employer identification number

46-4122112
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
KATHRYN B MCQUADE FOUNDATION
EIN:
46-4122112
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2025 InvestmentsOtherSchedule2
Name:
KATHRYN B MCQUADE FOUNDATION
EIN:
46-4122112
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
091927848 BLACKROCK TACTICAL O AT COST 423,104 451,961
091936526 BLACKROCK GLOBAL EQU AT COST 425,052 451,951
316188309 FIDELITY TOTAL BOND AT COST 1,746,518 1,780,965
464287200 ISHARES CORE S&P 500 AT COST 1,049,011 1,251,385
464287804 ISHARES CORE S&P SMA      
55273G298 MFS INTERNATIONAL DI AT COST 486,496 564,500
552983694 MFS VALUE FUND      
921909768 VANGUARD TOTAL INTER      
921937835 VANGUARD TOTAL BOND AT COST 962,613 987,946
92206C680 VANGUARD RUSSELL 100 AT COST 638,157 800,750
922908744 VANGUARD VALUE ETF AT COST 1,205,616 1,336,357
00203H446 AQR LONG SHORT EQUIT AT COST 488,797 538,585
25434V203 DIMENSIONAL INTL COR AT COST 694,871 760,828

TY 2025 OtherDecreasesSchedule
Name:
KATHRYN B MCQUADE FOUNDATION
EIN:
46-4122112
Description Amount
CONTRIBUTIONS EXCESS FMV/BASIS 537,376
TIMING DIFFERENCE 586


TY 2025 OtherExpensesSchedule
Name:
KATHRYN B MCQUADE FOUNDATION
EIN:
46-4122112
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 22,932 0   22,932


TY 2025 OtherProfessionalFeesSchedule
Name:
KATHRYN B MCQUADE FOUNDATION
EIN:
46-4122112
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 86,783 52,070   34,713


TY 2025 SubstantialContributorsSch
Name:
KATHRYN B MCQUADE FOUNDATION
EIN:
46-4122112
Name Address
KATHRYN B MCQUADE 420 VIA VENTANA DRIVE
MESQUITE,NV890273701
KATHRYN B MCQUADE 420 VIA VENTANA DRIVE
MESQUITE,NV890273701


TY 2025 TaxesSchedule
Name:
KATHRYN B MCQUADE FOUNDATION
EIN:
46-4122112
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 38,695 0   0
FEDERAL ESTIMATES - PRINCIPAL 19,668 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,375 2,375   0
FOREIGN TAXES ON NONQUALIFIED 198 198   0