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
OSSEN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 370085
  Room/suite
City or town
WEST HARTFORD
State or province
CT
Country  
ZIP or foreign postal code
06137
A Employer identification number

26-1243178
B Telephone number (see instructions)

8609784206
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)$22,092,165J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 482,177 482,177  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 641,167
b Gross sales price for all assets on line 6a 8,705,811
7 Capital gain net income (from Part IV, line 2)... 641,167
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,123,344 1,123,344  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 194,710 0   194,710
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 45,316 0   53,915
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,740 0   2,740
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,557 0   6,557
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
119,840 107,990   11,850
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,126 14,638   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,378 0   2,378
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,537 4,945   32,592
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 479,204 127,573   304,742
25 Contributions, gifts, grants paid....... 828,847 828,847
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,308,051 127,573   1,133,589
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -184,707
b Net investment income (if negative, enter -0-) 995,771
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 104,504 213,429 213,429
2 Savings and temporary cash investments......... 163,762 236,302 236,302
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,175,068 Click to see attachment
List of Attached Documents:
// Content
14,835,806 		19,079,445
c Investments—corporate bonds (attach schedule)....... 2,401,493 Click to see attachment
List of Attached Documents:
// Content
2,473,781 		2,562,989
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 107,797 0 0
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) 17,952,624 17,759,318 22,092,165
Liabilities 17 Accounts payable and accrued expenses.......... 8,599  
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)......... 8,599 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 17,944,025 17,759,318
29 Total net assets or fund balances (see instructions)..... 17,944,025 17,759,318
30 Total liabilities and net assets/fund balances (see instructions). 17,952,624 17,759,318
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
17,944,025
2
Enter amount from Part I, line 27a .....................
2
-184,707
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,759,318
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,759,318
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 PUBLICILY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,705,250   8,064,644 640,606
b 561     561
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       640,606
b       561
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 2 641,167
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 13,841
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 13,841
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 13,841
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 31,259
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,259
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 17,418
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax17,418 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
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)
CT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofJACQUELINE BERKOWITZ Telephone no. (860) 978-4206

Located atPO BOX 370085WEST HARTFORDCT ZIP+406137
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JACQUELINE O BERKOWITZ EXECUTIVE DIRECTOR/TRUSTEE
40.00 		160,000 33,195 0
106 BAINTON ROAD
WEST HARTFORD,CT06117
ELIZABETH S OSSEN TRUSTEE
1.00 		10,000 0 0
66 HARDY HILL ROAD
LEBANON,NH03766
CAROLYN R LINKOV TRUSTEE
1.00 		24,710 0 0
52 HANOVER FIELD ROAD
GLASTONBURY,CT06033
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
SEQUOIA FINANCIAL ADVISORS LLC INVESTMENT MANGEMENT 107,990
4310
TH AVE S,ND58103
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.........................0
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
20,575,153
b
Average of monthly cash balances.......................
1b
332,324
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
20,907,477
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
20,907,477
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
313,612
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,593,865
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,029,693
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
1,029,693
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
13,841
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,841
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,015,852
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,015,852
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,015,852
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
1,133,589
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,133,589
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 1,015,852
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 306,487
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,133,589
a Applied to 2024, but not more than line 2a 306,487
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..... 827,102
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		188,750
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) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

21ST CENTURY TOLLAND FUND INC

POBOX 3875
MANCHESTER,CT06045 		NONE   SUPPORT INDIVIDUALS WITH DISABLITIES TO PARTICIPATE IN ATHLETIC ENDEAVORS 4,000

ACCESS COMMUNITY ACTION AGENCY

1315 MAIN STREET
WILLIMANTIC,CT06226 		NONE   FOOD PANTRY 7,500

ADVANCE TRANSIT INC

POBOX 1027
WILDER,VT050881027 		NONE   GENERAL OPERATING PURPOSES 500

AMERICAN CIVIL LIBERTIES UNION INC

125 BROAD ST FL 18
NEW YORK,NY100042454 		NONE   GENERAL OPERATING PURPOSES 1,500

ANTI-DEFAMANTION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE   ASSISTANE FOR ADDRESSING AND COMBATTING ANTI-SEMITISISM IN THE US 500

ARTS FOR LEARNING CONNECTICUT

1 EVERGREEN AVENUE
HAMDEN,CT06518 		NONE   ARTS LEARNING PROGRAMS IN HARTFORD AND WINDHAM 20,000

BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC

2490 GILES ROAD
BALTIMORE,MD21225 		NONE   GENERAL OPERATING PURPOSES 1,000

BIG BROTHERS BIG SISTERS OF CONNECTICUT INC

34 SEQUASSEN STREET
HARTFORD,CT06106 		NONE   GENERAL OPERATING PURPOSES 50,500

BLUECHECK CHARITABLE FOUNDATION INC

201 ALLEN ST UNIT 10016
NEW YORK,NY100021429 		NONE   GENERAL OPERATING PURPOSES 1,000

B'NAI BRITH YOUTH ORGANIZATION

529 14TH ST NW
WASHINGTON,DC20045 		NONE   T'SHIRTS FOR TEEN PROGRAM 100

BOYS & GIRLS CLUB OF HARTFORD

170 SIGOURNEY STREET
HARTFORD,CT06105 		NONE   SUPPORT FOR AFTER-SCHOOL PROGRAMMING FOR YOUTH 20,000

BREASTCANCERORG

40 E MONTGOMERY AVE
ARDMORE,PA19003 		NONE   GENERAL OPERATING PURPOSES 500

CENTER FOR BIOLOGICAL DIVERSITY INC

PO BOX 710
TUCSON,AZ857020710 		NONE   GENERAL OPERATING PURPOSES 3,000

CHABAD OF SOUTH BALTIMORE IN

50 E MONTGOMERY STREET
BALTIMORE,MD212303847 		NONE   GENERAL OPERATING PURPOSES 1,000

CHARLOTTE HUNGERFORD HOSPITAL & BACKUS HOSPITAL

540 LITCHFIELD STREET
TORRINGTON,CT06790 		NONE   FOOD 4HEALTH -HYDROPONIC WELLNESS FARMS 20,000

CLICK INC

41 CLUB ROAD
WINDHAM,CT06280 		NONE   SUPPORT EDUCATION FOR EMPLOYEES 55,000

CONNECTICUT COMMUNITY FOR ADDICTION RECOVERY INC

75 CHARTER OAK AVE
HARTFORD,CT061051903 		NONE   GENERAL OPERATING PURPOSES 350

CONNECTICUT FOODSHARE

2 RESEARCH PARKWAY
WALLINGFORD,CT06492 		NONE   SUPPORT FOR PURCHASING AND DISTRIBUTING FOOD ITEMS TO COMMUNITY MEMBERS 5,450

CONNECTICUT LEGAL SERVICES INC

62 WASHINGTON STREET
MIDDLETOWN,CT06457 		NONE   GENERAL OPERATING PURPOSES 50,000

COVER HOME REPAIR INC

158 S MAIN STREET
WHITE RIVER JUNCTION,VT050017069 		NONE   GENERAL OPERATING PURPOSES 1,000

FAMILIES IN TRANSITION

122 MARKET STREET
MANCHESTER,NH03101 		NONE   FOOD PROGRAM 1,500

FREEDOM OF THE PRESS FOUNDATION

49 FLATBUSH AVE 1017
BROOKLYN,NY112170464 		NONE   GENERAL OPERATING PURPOSES 500

GENERATIONS FAMILY HEALTH CENTER INC

40 MANSFIELD AVENUE
WILLIMANTIC,CT062262018 		NONE   SUPPORT FOR COMMUNITY HEALTH WORKER POSITION 70,000

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH ST 555
SAN FRANCISCO,CA941043503 		NONE   GENERAL OPERATING PURPOSES 1,000

GLASTONBURY ABC INC

1160 NEW LONDON TURNPIKE
GLASTONBURY,CT06033 		NONE   GENERAL OPERATING PURPOSES 25,000

GLASTONBURY GIVES INITATIVE

RIVERFRONT COMMUNITY CENTER
GLASTONBURY,CT06033 		NONE   GENERAL OPERATING PURPOSES 1,000

GRAFTON COUNTY SENIOR CITZENS COUNCIL INC

POBOX 433
LEBANON,NH03766 		NONE   GENERAL OPERATING PURPOSES 1,500

GRANITE STATE DOG RECOVERY

7 DARTMOUTH ST
HOOKSETT,NH031061703 		NONE   GENERAL OPERATING PURPOSES 500

HABITAT FOR HUMANITY OF NORTH CENTRAL CONNECTICUT

PO BOX 1933
HARTFORD,CT061141933 		NONE   GENERAL OPERATING PURPOSES 300

HOLY FAMILY HOME AND SHELTER

88 JACKSON STREET
WILLIMANTIC,CT06226 		NONE   FOOD PROGRAM 2,500

JEWISH FAMILY SERVICE OF GTR HARTFORD INC

333 BLOOMFIELD AVE STE A
WEST HARTFORD,CT06117 		NONE   GENERAL OPERATING PURPOSES 500

JEWISH FEDERATION OF EASTERN CONNECTICUT

400 NEW LONDON TURNPIKE
NORWICH,CT06360 		NONE   SUPPORT FOR THE YOUNG ISRAEL EMISSARY PROGRAM 7,500

JEWISH FEDERATION OF GREATER HARTFORD

333 BLOOMFIELD AVESTE C
WEST HARTFORD,CT06117 		NONE   EDUCATIONAL PROGRAMMING FOR COMMUNITY MEMBERS ON ISSUES RELATED TO ANTI-SEMITISM 11,076

JOURNEY HOME INC

255 MAIN ST FLOOR 2
HARTFORD,CT061061808 		NONE   GENERAL OPERATING PURPOSES 450

LEBANON OPERA HOUSE IMPROVEMENT CORPORATION

PO BOX 384
LEBANON,NH03766 		NONE   GENERAL OPERATING PURPOSES 2,000

LISTEN- LEBANON IN SERVICE TO EACH NEIGHBOR

60 HANOVER STREET
LEBANON,NH03766 		NONE   GENERAL OPERATING PURPOSES 4,500

LOCAL INITIATIVES SUPPORT CORPORATION

75 CHARTER OAK AVE SUITE 2-300
HARTFORD,CT06106 		NONE   AMERICORPS SUMMER COHORT IN EASTERN CT 10,000

MACHNE ISRAEL INC

770 EASTERN PKWY
BROOKLYN,NY112133409 		NONE   GENERAL OPERATING PURPOSES 1,000

MAKE THE ROAD STATES INC DBA MAKE THE ROAD CT

885 WETHERSFIELD AVENUE
HARTFORD,CT06114 		NONE   GENERAL OPERATING PURPOSES 20,000

MARTIN HOUSE INC

401 THAMES ST
NORWICH,CT06360 		NONE   FOOD SECURITY PROGRAM 12,500

MERCY HOUSING AND SHELTER CORPORATION

221 MAIN STREET FLOOR 4
HARTFORD,CT06106 		NONE   FOOD PROGRAM 2,500

MY SISTERS' PLACE INC

221 MAIN STREET FLOOR 4
HARTFORD,CT06106 		NONE   GENERAL OPERATING PURPOSES 41,000

NATIONAL PUBLIC RADIO INC

1111 N CAPITOL ST NE
WASHINGTON,DC200027502 		NONE   GENERAL OPERATING PURPOSES 500

ORCA NETWORK

485 LABELLA VISTA WAY
FREELAND,WA982499755 		NONE   GENERAL OPERATING PURPOSES 500

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAM ST FLOOR 10
NEW YORK,NY100383844 		NONE   GENERAL OPERATING PURPOSES 2,000

SACRED LANDS CONSERVANCY

2321 WEST STREET
BELLINGHAM,WA982252150 		NONE   GENERAL OPERATING PURPOSES 500

SECOND WIND FOUNDATION

200 OLCOTT DRIVE
WHITE RIVER JUNCTION,VT05001 		NONE   GENERAL OPERATING PURPOSES 1,000

SOUTH PARK INN INC

75 MAIN STREET
HARTFORD,CT061061806 		NONE   GENERAL OPERATING PURPOSES 1,000

ST JUDES CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN381053678 		NONE   GENERAL OPERATING PURPOSES 500

ST VINCENT DE PAUL PLACE NORWICH INC

120 CLIFF STREET
NORWICH,CT06360 		NONE   PURCHASE OF SEE-THROUGH FREEZER/S 17,500

THAMES RIVER COMMUNITY SERVICE

1 THAMES RIVER PLACE
NORWICH,CT06360 		NONE   PURCHASE AND INSTALLATION OF FLOORING, AND FURNITURE FOR APARTMENTS 33,879

THAMES VALLEY COUNCIL FOR COMMUNITY ACTION INC

1 SYLVANDALE ROAD
JEWETT CITY,CT06351 		NONE   BONTERRA FUNDRAISING SOFTWARE ADD-ON FOR COACHING 27,500

THE BRIDGE FAMILY CENTER INC

1022 FARMINGTON AVENUE
WEST HARTFORD,CT06107 		NONE   SUPPORT FOR RESIDENTIAL PROGRAMS, STTAR AND MOVING ON PROJECT 15,000

THE EMANUEL SYNAGOGUE

60 MOHEGAN DRIVE
WEST HARTFORD,CT06117 		NONE   GENERAL OPERATING PURPOSES 1,800

THE NEIGHBOR FUND

POBOX 737
WILLIMANTIC,CT06226 		NONE   GENERAL OPERATING PURPOSES 50,000

THE NIANTIC CHILDREN'S MUSEUM

409 MAIN STREET
NIANTIC,CT06357 		NONE   SUPPORT FOR REDUCED ADMISSION PROGRAM 5,000

THOMPSON ECUMENICAL EMPOWERMENT GROUP (TEEG)

15 THATCHER ROAD
N GROSVERNORDALE,CT06255 		NONE   FOOD PANTRY 2,500

TWIN PINES HOUSING TRUST

226 HOLIDAY DRIVE
WHITE RIVER JUNCTION,VT05001 		NONE   GENERAL OPERATING PURPOSES 1,000

UNION FOR REFORM JUDAISM

633 3RD AVE FL 7
NEW YORK,NY100176790 		NONE   GENERAL OPERATING PURPOSES 186

UNITED WAY INC

ONE STATE STREET
HARTFORD,CT06103 		NONE   GENERAL OPERATING PURPOSES 10,350

UPPER VALLEY HAVEN INC

713 HARTFORD AVE
WHITE RIVER JUNCTION,VT05001 		NONE   GENERAL OPERATING PURPOSES 2,500

UPPER VALLEY HUMANE SOCIETY INC

300 OLD ROUTE 10
ENFIELD,NH037484207 		NONE   GENERAL OPERATING PURPOSES 500

WATKINSON SCHOOL

180 BLOOMFIELD AVENUE
HARTFORD,CT06105 		NONE   SPHERE SUMMER PROGRAM 10,000

WHALE SANCTUARY PROJECT

700 PENNSYLVANIA AVE SE STE200
WASHINGTON,DC200032493 		NONE   GENERAL OPERATING PURPOSES 500

WHITE RIVER COUNCIL ON AGING (DBA BUGBEE SENIOR CENTER

262 N MAIN STREET
WHITE RIVER JUNCTION,VT05001 		NONE   GENERAL OPERATING PURPOSES 1,500

WOMENS BUSINESS DEVELOPMENT COUNCIL INC

190 TRUMBULL ST
HARTFORD,CT06103 		NONE   CHILD CARE BUSINESS SUPPORT PROGRAM 30,000

WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT

1902A LINCOLN BLVD 1338
SANTA MONICA,CA90405 		NONE   GENERAL OPERATING PURPOSES 500

BONTERRA

10801-2 N MOPAC EXPY SUITE 300
AUSTIN,TX78759 		NONE   GENERAL OPERATING PURPOSES 2,200

CENTER FOR MEDICARE ADVOCACY INC

PO BOX 350
WILLIMANTIC,CT062260350 		NONE   GENERAL OPERATING PURPOSES 100,000

HIGHER EDGE INC

35 REDDEN AVE
NEW LONDON,CT063203500 		NONE   GENERAL OPERATING PURPOSES 25,000

MANDELL JCC OF GREATER HARTFORD

335 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117 		NONE   GENERAL OPERATING PURPOSES 1,800

OPERATION FUEL

75 CHARTER OAK AVE BUILDING 1-SUITE
300
HARTFORD,CT06106 		NONE   GENERAL OPERATING PURPOSES 20,000

THE JEWISH GRAD ORGANIZATION

9315 ALCOTT ST APT 201
LOS ANGELES,CA90035 		NONE   GENERAL OPERATING PURPOSES 1,000

THE BALTIMORE COMPOST COLLECTIVE

5800 QUARANTINE RD
BALTIMORE,MD21226 		NONE   GENERAL OPERATING PURPOSES 500

UNITED WAY POWER OF PURSE

2 SOUTH 400 WEST
SALT LAKE CITY,UT84101 		NONE   GENERAL OPERATING PURPOSES 1,250

YALE NEW HAVEN HEALTH

81 CENTRAL AVE
NEW HAVEN,CT06515 		NONE   GENERAL OPERATING PURPOSES 1,003

COMMUNITY FOUNDATION OF EASTERN CONNECTICUT

68 FEDERAL STREET
NEW LONDON,CT063203500 		NONE   GENERAL OPERATING PURPOSES 103

JEWISH TEEN LEARNING CONNECTION

333 BLOOMFIELD AVE STE C
WEST HARTFORD,CT06117 		NONE   GENERAL OPERATING PURPOSES 50
Total ................................. 3a 828,847
bApproved for future payment
Total ................................. 3b 0
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 ....     14 482,177  
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 ............ 		    18 641,167  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,123,344 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,123,344
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
OSSEN FAMILY FOUNDATION
EIN:
26-1243178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,557 0   6,557

TY 2025 InvestmentsCorpBondsSchedule
Name:
OSSEN FAMILY FOUNDATION
EIN:
26-1243178
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLY FINL INC. VAR 01/03/30 55,660 57,086
ENTERPRISE PRODUC 2.8% 01/31/30 56,505 59,856
EXPEDIA GROUP INC 3.25% 02/15/30 50,844 52,733
UNITED PARCEL SE 4.45% 04/01/30 55,599 56,985
AON CORP 2.8% 05/15/30 56,212 60,337
APPLIED MATERIAL 1.75% 06/01/30 56,515 60,554
FIFTH THIRD BANCO VAR 07/28/30 55,887 58,654
LOWE'S COMPANIES 1.7% 10/15/30 55,671 60,361
CITIGROUP INC VAR 01/29/31 56,410 60,813
AIR PRODUCTS AND 4.75% 02/08/31 55,873 57,441
WELLS FARGO & CO VAR 02/11/31 56,158 60,736
CENTENE CORP 2.5% 03/01/31 55,325 57,628
RTX CORP 2.5% 03/15/31 55,780 57,094
FEDEX CORP 2.4% 05/15/31 55,833 59,831
THERMO FISHER SCIEN 2.0% 10/15/31 56,094 60,691
HONDA MOTOR CO 2.967% 03/10/32 56,732 58,544
WELLTOWER INC 3.85% 06/15/32 56,225 59,947
PEPSICO INC 3.9% 07/18/32 55,971 57,970
AUTOZONE INC 4.75% 08/01/32 56,443 58,430
DUKE ENERGY CORP 4.5% 08/15/32 55,927 58,685
AMERICAN ELECTRI 5.95% 11/01/32 55,397 56,811
CSX CORP 4.1% 11/15/32 55,828 57,890
LOCKHEED MARTIN 5.25% 01/15/33 55,622 56,728
KINDER MORGAN INC 4.8% 02/01/33 56,418 59,209
LYB INTERNTNL 5.625% 05/15/33 55,193 54,625
META PLATFORMS INC 4.95% 05/15/33 55,796 56,555
FISERV INC 5.625% 08/21/33 56,109 56,788
BHP BILLITON 5.25% 09/08/33 56,945 58,007
REPUBLICS SVCS INC 5% 12/15/33 55,620 57,779
T-MOBILE USA INC 5.75% 01/15/34 56,339 57,361
SYSCO CORP 6% 01/17/34 55,404 56,154
AT&T INC 5.4% 02/15/34 55,828 56,958
REALTY INCOME C 5.125% 02/15/34 55,834 58,431
WASTE MANAGEMENT 4.875% 02/15/34 56,686 58,414
MARRIOTT INTERNATIONAL 5.3% 05/15/34 56,789 58,732
AMERICAN EXPRESS VAR 07/28/34 55,930 57,437
VERIZON COMMUNICA 51,162 52,230
GENERAL MOTORS FI 51,575 52,985
DEERE & CO 51,796 52,612
DELL INTERNTNL L 51,873 53,142
KRAFT HEINZ FOODS 51,639 52,358
MARSH & MCLENNAN CO 50,664 51,605
THE SOUTHERN CO 51,182 52,339
ALPHABET INC. 51,138 51,585
THE WALT DISNEY C 51,350 51,878

TY 2025 InvestmentsCorpStockSchedule
Name:
OSSEN FAMILY FOUNDATION
EIN:
26-1243178
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 39,237 40,093
ACCENTURE PLC IRELAND 43,469 42,928
ALPHABET INC 68,604 150,240
ALPHABET INC 56,608 123,323
AMAZON.COM INC 126,186 172,423
AMERICAN EXPRESS CO 10,815 18,128
AMGEN INC 63,537 71,539
APPLE INC 237,914 349,546
BANK OF AMERICA CORP 33,481 48,400
BERKSHIRE HATHAWAY 55,172 68,863
BLACKROCK INC NEW 57,709 61,009
BOSTON SCIENTIFIC CORP 28,980 41,859
BROADCOM INC 73,289 190,499
CAPITAL ONE FINL CORP 10,948 21,085
CARVANA CO 1,620 5,064
CATERPILLAR INC 102,846 147,228
CHENIERE ENERGY INC 60,245 55,012
CISCO SYS INC 41,551 61,236
CITIGROUP INC 11,702 24,738
CONSTELLATION ENERGY COR 4,577 12,233
CORNING INC 23,860 64,010
COSTCO WHSL CORP NEW 122,224 126,635
DISNEY WALT CO 12,108 15,586
DOORDASH INC 5,530 10,871
DUPONT DE NEMOURS INC 23,025 30,472
EATON CORP PLC 52,371 46,502
ELI LILLY AND CO 117,434 165,747
EXXON MOBIL CORP 62,079 69,250
F5 INC 21,549 30,121
GARMIN LTD 19,309 31,321
GE AEROSPACE 9,987 25,877
GOLDMAN SACHS GROUP INC 93,574 146,793
HILTON WORLDWIDE HLDGS I 29,981 43,882
HOME DEPOT INC 105,947 101,570
HOWMET AEROSPACE INC 25,594 68,682
IBM CORP 52,261 60,740
INTUITIVE SURGICAL INC 12,594 18,690
JPMORGAN CHASE & CO 67,894 115,677
KKR & CO INC 29,773 36,714
KLA CORP 32,614 60,488
LABCORP HLDGS INC 41,658 42,148
MASTERCARD INC 25,060 31,969
MCDONALDS CORP 49,862 52,263
META PLATFORMS INC 84,942 115,720
MICROSOFT CORP 221,916 268,936
MORGAN STANLEY 44,404 64,266
NETFLIX INC 47,604 75,008
NORFOLK SOUTHN CORP 29,669 34,646
NRG ENERGY INC 16,141 48,491
NVIDIA CORP 163,527 381,228
NXP SEMICONDUCTORS N V 56,287 53,180
ORACLE CORP 28,702 40,736
PALANTIR TECHNOLOGIES IN 34,161 110,738
PARKER-HANNIFIN CORP 53,306 69,438
PROCTER & GAMBLE CO 60,827 55,891
QUANTA SVCS INC 76,872 83,568
ROBINHOOD MKTS INC 3,604 23,977
ROBLOX CORP 4,623 9,156
RTX CORP 60,425 81,980
SALESFORCE INC 42,617 43,710
SPOTIFY TECHNOLOGY S A F 3,926 9,291
STRATEGY INC 2,197 2,887
SYNCHRONY FINL 4,028 8,343
TARGA RES CORP 20,491 33,579
TESLA INC 53,523 118,276
TJX COS INC NEW 35,513 55,435
TRANE TECHNOLOGIES PLC 5,187 7,395
VISA INC 86,898 92,237
VISTRA CORP 23,908 40,494
WABTEC 27,531 38,208
WALMART INC 42,141 66,289
WASTE MGMT INC DEL 74,825 74,482
WELLS FARGO & CO 21,740 38,212
XYLEM INC 82,063 84,295
3M CO 6,713 13,769
AQR DIVERSIFIED ARBITRAG 430,793 462,877
AQR MANAGED FUTURES STRA 424,727 468,136
VANGUARD SMALL CAP INDEX 90,694 287,662
ABRDN PHYSICAL PREC MTL 614,635 1,445,368
DIMENSIONAL CORE FIXED 683,213 693,558
DIMENSIONAL EMERG MARK 182,442 185,149
DIMENSIONAL U S TARGETED 599,244 635,351
DIMENSIONAL US CORE 899,816 961,740
DIMENSIONAL US REAL 107,117 103,811
INVESCO S & P SMLCP 599,706 735,187
INVSC S P INTL DVLPD LW 399,071 484,124
ISHARES FLEXIBLE INCME 220,869 219,048
ISHARES MSCI EAF MIN VOL 629,239 787,103
ISHARES MSCI USA MOMNTUM 1,047,269 1,457,551
ISHARES 0-3 MONTH 306,501 305,958
ISHS MSCI EMERG MRKT MIN 755,831 863,121
ISHS MSCI INTL QUALITY 804,727 953,635
JPMORGAN INCOME ETF 99,192 99,338
PIMCO MULTISECTOR BOND 274,328 273,016
VANGUARD GLBAL EX US 43,566 49,162
VANGUARD INTERMEDIATE 341,199 348,149
VANGUARD REAL ESTATE 67,661 70,656
VANGUARD US VALUE FACTOR 993,336 1,166,476
VGRD FTSE ALL WRLD EX US 535,541 677,954

TY 2025 LegalFeesSchedule
Name:
OSSEN FAMILY FOUNDATION
EIN:
26-1243178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,740 0   2,740


TY 2025 OtherExpensesSchedule
Name:
OSSEN FAMILY FOUNDATION
EIN:
26-1243178
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 12,988 0   12,988
INSURANCE 995 0   995
WEBSITE 4,400 0   4,400
PROFESSIONAL DEVELOPMENT 1,759 0   1,759
ASSOCIATION MEMBERSHIPS 4,263 0   4,263
OTHER EXPENSES 8,187 0   8,187
OTHER INVESTMENT EXPENSES 4,945 4,945   0


TY 2025 OtherProfessionalFeesSchedule
Name:
OSSEN FAMILY FOUNDATION
EIN:
26-1243178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 107,990 107,990   0
CONSULTING 11,850 0   11,850


TY 2025 TaxesSchedule
Name:
OSSEN FAMILY FOUNDATION
EIN:
26-1243178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 55,488 0   0
FOREIGN TAX 14,638 14,638   0