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
THE LITTLEJOHN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 18 WEST HARRIS STREET
  Room/suite
City or town
SAVANNAH
State or province
GA
Country  
ZIP or foreign postal code
31401
A Employer identification number

13-3948281
B Telephone number (see instructions)

2156418300
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)$24,286,206J 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) 7,088,425
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 308,067 308,067  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,059,385
b Gross sales price for all assets on line 6a 12,615,824
7 Capital gain net income (from Part IV, line 2)... 6,059,385
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........ 13,455,877 6,367,452  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,508 3,754   3,754
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
76,446 76,446   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,033 6,033   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
41 41   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,028 86,274   3,754
25 Contributions, gifts, grants paid....... 1,395,833 1,395,833
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,485,861 86,274   1,399,587
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,970,016
b Net investment income (if negative, enter -0-) 6,281,178
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............. 163,609 1,885,672 1,885,672
2 Savings and temporary cash investments......... 92,765 4,128,845 4,128,845
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) 293,705 Click to see attachment
List of Attached Documents:
// Content
49,718 		50,332
b Investments—corporate stock (attach schedule)....... 7,634,029 Click to see attachment
List of Attached Documents:
// Content
8,997,960 		16,277,553
c Investments—corporate bonds (attach schedule)....... 1,138,525 Click to see attachment
List of Attached Documents:
// Content
1,013,254 		1,041,671
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,400,450 Click to see attachment
List of Attached Documents:
// Content
652,024 		888,698
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
15,366 		Click to see attachment
List of Attached Documents:
// Content
13,435 		Click to see attachment
List of Attached Documents:
// Content
13,435
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,738,449 16,740,908 24,286,206
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,567,766 2,567,766
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,170,683 14,173,142
29 Total net assets or fund balances (see instructions)..... 10,738,449 16,740,908
30 Total liabilities and net assets/fund balances (see instructions). 10,738,449 16,740,908
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
10,738,449
2
Enter amount from Part I, line 27a .....................
2
11,970,016
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
28,675
4
Add lines 1, 2, and 3 ..........................
4
22,737,140
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,996,232
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
16,740,908
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - ST P    
b PUBLICLY TRADED SECURITIES - LT P    
c PUBLICLY TRADED SECURITIES - DONATED D    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,018,122   1,884,078 134,044
b 6,125,591   3,873,587 2,252,004
c 4,455,962   798,774 3,657,188
d 16,149     16,149
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       134,044
b       2,252,004
c       3,657,188
d       16,149
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 6,059,385
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 87,308
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 87,308
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 87,308
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,286
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 5,286
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 82,022
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 ofANGUS C LITTLEJOHN Telephone no. (215) 641-8300

Located at18 WEST HARRIS STREETSAVANNAHGA ZIP+431401
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
ANGUS C LITTLEJOHN PRESIDENT
1.00 		0 0 0
18 WEST HARRIS STREET
SAVANNAH,GA31401
LESLIE LITTLEJOHN TRUSTEE
1.00 		0 0 0
18 WEST HARRIS STREET
SAVANNAH,GA31401
LINDSAY SHANAHAN TRUSTEE
1.00 		0 0 0
18 WEST HARRIS STREET
SAVANNAH,GA31401
ANGUS LITTLEJOHN III TRUSTEE
1.00 		0 0 0
18 WEST HARRIS STREET
SAVANNAH,GA31401
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.........................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
13,513,955
b
Average of monthly cash balances.......................
1b
2,356,604
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
15,870,559
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
15,870,559
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
238,058
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,632,501
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
781,625
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
781,625
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
87,308
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
87,308
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
694,317
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
694,317
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
694,317
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
1,399,587
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
1,399,587
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 7 694,317
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...... 461,068
b From 2021...... 312,819
c From 2022...... 205,660
d From 2023...... 839,657
e From 2024...... 745,165
f Total of lines 3a through e ........ 2,564,369
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,399,587
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..... 694,317
e Remaining amount distributed out of corpus 705,270
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 3,269,639
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) ... 		461,068
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		2,808,571
10 Analysis of line 9:
a Excess from 2021 .... 312,819
b Excess from 2022 .... 205,660
c Excess from 2023 .... 839,657
d Excess from 2024 .... 745,165
e Excess from 2025 .... 705,270
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).)
ANGUS C LITTLEJOHN
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

ALVIN AILEY DANCE FOUNDATION

405 W 55TH ST
NEW YORK,NY10019 		    TO FURTHER THE PIONEERING WORK OF ALVIN AILEY BY ESTABLISHING AN EXTENDED CULTURAL COMMUNITY WHICH PROVIDES DANCE PERFORMANCES, TRAINING AND COMMUNITY PROGRAMS FOR ALL PEOPLE 25,000

BALLET COLLECTIVE INC

915 W END AVE APT 6D
NEW YORK,NY10025 		    TO BRING TOGETHER ARTISTS, POETS, COMPOSERS, CHOREOGRAPHERS, AND DESIGNERS TO COLLABORATE AS EQUALS, EXCHANGE IDEAS TO ABSORB EACH OTHERS' INFLUENCE THROUGHOUT THE CREATION OF DISTINCTIVE WORKS OF ART 10,000

BETHESDA ACADEMY

PO BOX 13039
SAVANNAH,GA31416 		    TO PROVIDE EDUCATIONAL, RESIDENTIAL, AND GUIDANCE PROGRAMS TO DISADVANTAGED BOYS WHO HAVE BEEN PLACED IN THE HOME FOR VARIOUS REASONS 110,000

BROOKLYN MUSEUM

200 EASTERN PARKWAY
BROOKLYN,NY11238 		    TO BRING PEOPLE TOGETHER THROUGH ART AND EXPERIENCES THAT INSPIRE CELEBRATION, COMPASSION, COURAGE, AND THE WILL TO ACT 10,000

BROWN UNIVERSITY OF PROVIDENCE

DIVISION OF ADVANCEMENT BOX 1893
PROVIDENCE,RI02912 		    TO SERVE THE COMMUNITY, THE NATION, AND THE WORLD BY DISCOVERING, COMMUNICATING, AND PRESERVING KNOWLEDGE AND UNDERSTANDING IN A SPIRIT OF FREE INQUIRY, AND BY EDUCATING AND PREPARING STUDENTS TO DISCHARGE THE OFFICES OF LIFE WITH USEFULNESS AND REPUTAION 25,000

BUTTERFLY CHRISTIAN PRESCHOOL

3525 BEE CAVES RD
WEST LAKE HILLS,TX78746 		    TO PROVIDE A CHRISTIAN LEARNING ENVIRONMENT THAT NURTURES AND SUPPORTS CHILDREN AND THEIR FAMILIES 10,000

CAPE ANN MUSEUM

27 PLEASANT ST
GLOUCESTER,MA01930 		    TO FOSTER AN APPRECIATION OF THE QUALITY AND DIVERSITY OF LIFE ON CAPE ANN 10,000

CHILDREN OF FALLEN PATRIOTS

44900 PRENTICE DR
DULLES,VA20166 		    TO PROVIDE COLLEGE SCHOLARSHIPS AND EDUCATIONAL COUNSELING TO MILITARY CHILDREN WHO HAVE LOST A PARENT IN THE LINE OF DUTY 15,000

EARNES EDUCATION FOUNDATION

601 CAMP CRAFT
AUSTIN,TX78746 		    TO PRESERVE EDUCATION EXCELLENCE 10,000

GEORGIA HISTORICAL SOCIETY

501 WHITAKER STREET
SAVANNAH,GA31401 		    TO PROVIDE SUPPORT FOR THE EDUCATIONAL AND RESEARCH INSTITUTION CREATED TO PRESERVE AND INTERPRET GEORGIA HISTORY AND THE STATE'S ROLE IN AMERICAN HISTORY THROUGH A VARIETY OF EDUCATIONAL PROGRAMS, PUBLICATIONS, AND RESEARCH SERVICES 10,000

GUGGENHEIM WORKS

1071 FIFTH AVE
NEW YORK,NY10128 		    TO PROMOTE THE UNDERSTANDING AND APPRECIATION OF MODERN AND CONTEMPORARY ART 10,000

HOOPER FUND FOR MANCHESTER CHILDREN

PO BOX 544
MANCHESTER,NH01944 		    AIDING YOUTH IN PERSONAL AND PHYSICAL GROWTH AND WELL BEING, BY FUNDING CHARITABLE ORGANIZATIONS THAT HAVE THESE OBJECTIVES 2,500

HORIZONS NATIONAL PROGRAM SAVANNAH

824 STILLWOOD DR
SAVANNAH,GA31419 		    TO ADVANCE EDUCATIONAL EQUITY BY BUILDING LONG-TERM PARTNERSHIPS WITH STUDENTS, FAMILIES, COMMUNITIES, AND SCHOOLS TO CREATE EXPERIENCES OUTSIDE OF SCHOOL THAT INSPIRE THE JOY OF LEARNING 75,000

MIDDLESEX SCHOOL COMMON FUND

1400 LOWELL ROAD
CONCORD,MA01742 		    TO SUPPORT COLLEGE PREPATORY EDUCATION 25,000

NEW YORK BOTANICAL GARDEN

2900 SOUTHERN BOULEVARD
BRONX,NY10458 		    TO PURSUE ITS MISSION THROUGH ITS ROLE AS A MUSEUM OF LIVING PLANT COLLECTIONS ARRANGED IN GARDENS AND LANDSCAPES ACROSS ITS NATIONAL HISTORIC LANDMARK SITE 5,000

NEW YORK CITY BALLET

NEW YORK STATE THEATER 20 LINCOLN
CENTER
NEW YORK,NY10025 		    TO PRESERVE THE BALLETS, DANCE AESTHETIC, AND STANDARDS OF EXCELLENCE CREATED AND ESTABLISHED BY ITS FOUNDERS; AND TO DEVELOP NEW WORK THAT DRAWS ON THE CREATIVE TALENTS OF CONTEMPORARY CHOREOGRAPHERS AND COMPOSERS, AND SPEAKS TO THE TIME IN WHICH IT IS MADE 100,000

NYC SUMMER STAGE

830 5TH AVE
NEW YORK,NY10065 		    TO SUPPORT ACCESSIBLE, FREE OUTDOOR PERFORMING ARTS FESTIVALS 30,000

PEABODY ESSEX MUSEUM

EAST INDIA SQUARE
SALEM,MA01970 		    TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING, AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND, AND STIMULATE THE SENSES 383,333

SAVANNAH CLASSICAL ACADEMY FOUNDATION

3001 ATLANTIC AVE
SAVANNAH,GA31405 		    TO PROVIDE EDUCATIONAL RESOURCES, IMPROVE THE EDUCATIONAL ENVIRONMENT, AND SUPPORT THE EDUCATIONAL AND EXTRACURRICULAR PROGRAMS FOR THE ENRICHMENT, BETTERMENT AND EDUCATIONAL EXCELLENCE OF THE STUDENTS OF THE SAVANNAH CLASSICAL ACADEMY SCHOOL 50,000

SAVANNAH OCEAN EXCHANGE

480 BULTER AVE
SAVANNAH,GA31416 		    TO HELP ACCELERATE THE ADOPTION OF INNOVATIVE SOLUTIONS FROM START UP COMPANIES, ALL IN SUPPORT OF HEALTHY OCEANS, RESILIENT COASTLINES, AND SUSTAINABLE SHIPPING 100,000

SAVANNAH PHILHARMONIC CORPORATION

1515 ABERCORN ST
SAVANNAH,GA31401 		    TO INFORM, INSTRUCT AND ENRICH THE COMMUNITY THROUGH ORCHESTRAL PERFORMANCES; AND TO PROMOTE AND INCREASE COMMUNITY KNOWLEDGE AND APPRECIATION OF THE ARTS 90,000

TARRYTOWN UNITED METHODIST CHURCH

6621 FANNIN STREET
HOUSTON,TX77030 		    TO SUPPORT PLAY BASED LEARNING 15,000

TELFAIR MUSEUM OF ART

PO BOX 10081
SAVANNAH,GA31412 		    INVALUABLE CONFLUENCE OF ARTS, CULTURE AND HISTORY THAT REACHES OUT TO ITS AUDIENCE THROUGH A DIVERSE SCHEDULE OF EXHIBITIONS AND PROGRAMS 200,000

TEXAS PERFORMING ARTS

2350 ROBERT DEDMAN DRIVE
AUSTIN,TX78712 		    TO TRANSFORM LIVES BY CREATING, PRESENTING, AND CONNECTING PEOPLE THROUGH LIVE PERFORMANCE 20,000

TRUSTEES OF RESERVATION

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		    TO PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PROPERTIES OF EXCEPTIONAL SCENIC, HISTORIC, AND ECOLOGICAL VALUE IN MASSACHUSETTS 10,000

TYBEE ISLAND MARINE SCIENCE CENTER

PO BOX 1879
TYBEE ISLAND,GA31328 		    TO CULTIVATE RESPONSIBLE STEWARDSHIP OF COASTAL GEORGIA'S NATURAL RESOURCES THROUGH EDUCATION, CONSERVATION AND RESEARCH 25,000

VANDERBILT UNIVERSITY

2301 VANDERBILT PLAZA
NASHVILLE,TN37240 		    TO SUPPORT THE CENTER FOR SCHOLARLY RESEARCH, INFORMED AND CREATIVE TEACHING, AND SERVICE TO THE COMMUNITY AND SOCIETY AT LARGE 20,000
Total ................................. 3a 1,395,833
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 ....     14 308,067  
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 6,059,385  
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 6,367,452 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,367,452
(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
THE LITTLEJOHN FAMILY FOUNDATION
 
Employer identification number

13-3948281
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
THE LITTLEJOHN FAMILY FOUNDATION
  		Employer identification number
13-3948281
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
ANGUS C LITTLEJOHN
18 WEST HARRIS STREET
 
SAVANNAH, GA31401

$ 7,088,425


(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.)
(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
THE LITTLEJOHN FAMILY FOUNDATION
  		Employer identification number

13-3948281
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
 STOCK $ 7,088,425 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE LITTLEJOHN FAMILY FOUNDATION
  		Employer identification number

13-3948281
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:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 7,508 3,754   3,754

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Statement:
NOT REQUIRED IN CT.

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Name of Bond End of Year Book Value End of Year Fair Market Value
BAT CAPITAL COR 4.7% 48,001 50,307
BECTON, DICKINSON 3.7% 47,168 49,745
BHP BILLITON FIN 5.1%28F 49,733 51,422
BOSTON SCIENTIFIC 4%29 46,094 49,959
BRISTOL-MYERS SQ 5.75%31 49,900 53,366
DUKE ENERGY CORP 7.75% 83,283 85,927
GILEAD SCIENCES INC 52,594 52,314
HARRIS CNTY TEX 5.75% 10,666 10,214
HUMANA INC. 5.75%28 49,763 51,546
INTERNTNL FLAVOR 72,593 75,373
JOHNSONCONTROLS 4.9% 51,052 50,859
LOCKHEED MARTIN C 4.4% 49,938 50,428
LOCKHEED MARTIN C 5.1%27 49,917 51,136
MARSH & MCLENNAN 4.85% 50,771 51,190
MPLX LP 24,734 25,084
NEXTERA ENERGY CA 4.9% 54,884 56,321
ORACLE CORP 4.65% 74,370 74,174
REPUBLIC SERVIC 4.875%29 48,789 51,188
STEEL DYNAMICS, 1.65%27 24,826 24,002
UNITEDHEALTH GROUP 5.3%30 49,302 52,070
WEYERHAEUSER CO 4.75% 24,876 25,046

TY 2025 InvestmentsCorpStockSchedule
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC. 238,188 1,261,390
AMAZON.COM INC 258,164 438,558
ANALOG DEVICES INC 105,670 176,280
APPLE INC 72,836 285,453
BANK OF AMERICA CORP 204,153 371,250
BLACKROCK INC 37,090 246,178
BLOCK INC A 231,525 230,744
CHEVRON CORP 146,555 150,124
CITIGROUP INC 116,918 429,419
COHEN & STEERS INC 315,845 273,407
CONOCOPHILLIPS 139,017 131,054
COTERRA ENERGY INC 207,740 236,880
CSX CORP 230,866 246,138
CURTISS WRIGHT CORP 194,364 320,839
DANAHER CORP 293,554 968,332
EATON CORP PLC 260,217 789,905
ELI LILLY AND CO 404,282 609,344
EOG RESOURCES INC 338,524 304,004
FREEPORT-MCMORAN INC 311,537 434,255
HUBBELL INC 307,292 413,911
ILLUMINA INC 311,209 426,926
JPMORGAN CHASE & CO 112,175 937,660
MARVELL TECHNOLOGY INC 325,653 393,457
MERCK & CO. INC. 208,883 346,832
MICRON TECHNOLOGY 125,079 363,898
MICROSOFT CORP 68,008 646,600
MONDELEZ INTL 396,202 413,145
MONGODB INC 239,752 409,198
NESTLE S A 174,666 202,005
OKTA INC 380,912 370,524
PALO ALTO NETWORKS INC 163,051 179,595
PNC FINL SERVICES 203,982 300,571
QUALCOMM INC 200,084 319,008
QUANTA SERVICES INC 95,583 217,361
RTX CORP 260,270 510,769
SLB LIMITIED F 251,542 236,805
TERADYNE INCORPORATE 75,588 198,399
TEVA PHARMACEUTICAL IN F 208,415 632,471
THE BOEING CO 6% PFD 193,004 247,580
UNION PAC CORP 179,736 186,213
VISTRA CORP 409,829 421,071

TY 2025 InvestmentsGovtObligationsSch
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
US Government Securities - End of Year Book Value:

49,718
US Government Securities - End of Year Fair Market Value:

50,332
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DODGE & COX INTERNATIONAL AT COST 420,591 609,761
PROLOGIS INC. REIT AT COST 231,433 278,937

TY 2025 OtherAssetsSchedule
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED DIVIDEND FROM EQUITIES 15,366 13,435 13,435


TY 2025 OtherDecreasesSchedule
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Description Amount
DIFFERENCE IN DONATED STOCK BASIS 5,982,209
COST BASIS ADJUSTMENT 14,023


TY 2025 OtherExpensesSchedule
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 41 41   0


TY 2025 OtherIncreasesSchedule
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Description Amount
BOOK/TAX DIFFERENCE 28,675


TY 2025 OtherProfessionalFeesSchedule
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 76,446 76,446   0


TY 2025 TaxesSchedule
Name:
THE LITTLEJOHN FAMILY FOUNDATION
EIN:
13-3948281
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 6,033 6,033   0