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
REED FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 410 HUNT CLUB WAY
  Room/suite
City or town
LAKE GENEVA
State or province
WI
Country  
ZIP or foreign postal code
53147
A Employer identification number

26-1247721
B Telephone number (see instructions)

2623843700
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)$61,870,325J 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) 3,217,591
2 Check .................
3 Interest on savings and temporary cash investments 607,981 607,981  
4 Dividends and interest from securities... 498,281 498,281  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 541,536
b Gross sales price for all assets on line 6a 800,732
7 Capital gain net income (from Part IV, line 2)... 541,536
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........ 4,865,389 1,647,798  
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
144,010 144,010   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,833 11,833   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
211 211   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 176,054 156,054   0
25 Contributions, gifts, grants paid....... 3,684,000 3,684,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,860,054 156,054   3,684,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,005,335
b Net investment income (if negative, enter -0-) 1,491,744
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.............      
2 Savings and temporary cash investments......... 79,506 108,307 108,307
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) 14,792,977 Click to see attachment
List of Attached Documents:
// Content
15,613,343 		15,723,254
b Investments—corporate stock (attach schedule)....... 11,905,421 Click to see attachment
List of Attached Documents:
// Content
12,061,588 		46,038,764
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 26,777,904 27,783,238 61,870,325
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,777,904 27,783,238
29 Total net assets or fund balances (see instructions)..... 26,777,904 27,783,238
30 Total liabilities and net assets/fund balances (see instructions). 26,777,904 27,783,238
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
26,777,904
2
Enter amount from Part I, line 27a .....................
2
1,005,335
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
27,783,239
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
27,783,238
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 P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 800,732   259,196 541,536
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       541,536
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 541,536
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 20,735
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 20,735
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 20,735
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 29,774
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 29,774
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 9,039
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax9,039 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
 
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)
WI
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 addressNONE
14
The books are in care ofWALTER W BELL Telephone no. (262) 384-3700

Located at410 HUNT CLUB WAYLAKE GENEVAWI ZIP+453147
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)
Yes
 
(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
JOHN S REED JR DIRECTOR/PRESIDENT
0.00 		0 0 0
410 HUNT CLUB WAY
LAKE GENEVA,WI53147
GINEVRA R RALPH DIRECTOR/VP
0.00 		0 0 0
410 HUNT CLUB WAY
LAKE GENEVA,WI53147
L KEITH REED DIRECTOR/VP
0.00 		0 0 0
410 HUNT CLUB WAY
LAKE GENEVA,WI53147
HELEN S REED DIRECTOR/VP
0.00 		0 0 0
410 HUNT CLUB WAY
LAKE GENEVA,WI53147
PETER S REED DIRECTOR/VP
0.00 		0 0 0
410 HUNT CLUB WAY
LAKE GENEVA,WI53147
WALTER W BELL DIRECTOR/TREASURER/SECR.
0.00 		0 0 0
410 HUNT CLUB WAY
LAKE GENEVA,WI53147
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
56,429,954
b
Average of monthly cash balances.......................
1b
144,102
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
56,574,056
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
56,574,056
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
848,611
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,725,445
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,786,272
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
2,786,272
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
20,735
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,735
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,765,537
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,765,537
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
2,765,537
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
3,684,000
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
3,684,000
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 2,765,537
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......  
b From 2021......  
c From 2022...... 843,081
d From 2023...... 1,130,969
e From 2024...... 784,304
f Total of lines 3a through e ........ 2,758,354
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,684,000
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..... 2,765,537
e Remaining amount distributed out of corpus 918,463
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 3,676,817
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) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		3,676,817
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 843,081
c Excess from 2023 .... 1,130,969
d Excess from 2024 .... 784,304
e Excess from 2025 .... 918,463
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

ACHILLES INTERNATIONAL INC

315 WEST 39TH STREET SUITE 205
NEW YORK,NY10018 		NONE   GENERAL 5,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE   GENERAL 5,500

AMERICAN RHODODENDRON SOCIETY

PO BOX 24122
EUGENE,OR97402 		NONE   GENERAL 1,000

AMIGOS BRAVOS

PO BOX 238
TAOS,NM87571 		NONE   GENERAL 1,250

AMIGOS BRAVOS

PO BOX 238
TAOS,NM87571 		NONE   GENERAL 1,000

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVENUE
CHICAGO,IL60603 		NONE   GENERAL 10,000

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVENUE
CHICAGO,IL60603 		NONE   GENERAL 500

ARTISTIC NOISE INC

2185 ADAM CLAYTON POWELL JR BLVD
NEW YORK,NY10027 		NONE   GENERAL 2,500

ATLANTIC SALMON FEDERATION

PO BOX 807
CALAIS,ME04619 		NONE   GENERAL 500

BAY AREA LYME FOUNDATION

884 PORTOLA ROAD A7
PORTOLA VALLEY,CA94028 		NONE   GENERAL 5,000

BEAVERKILL VALLEY VOLUNTEER FIRE CO INC

1524 BEAVERKILL ROAD
LEW BEACH,NY12758 		NONE   GENERAL 10,000

BELOVED ASHEVILLE

PO BOX 6386
ASHEVILLE,NC28816 		NONE   GENERAL 10,000

BERKSHIRE SCHOOL

245 N UNDERMOUNTAIN RD
SHEFFIELD,MA01257 		NONE   GENERAL 25,000

BEYOND TYPE 1

400 CONAR DRIVE
SAN MATEO,CA94402 		NONE   GENERAL 2,000

BODYVOX INC

1201 NW 17TH AVENUE
PORTLAND,OR97209 		NONE   GENERAL 1,000

BOZEMAN DEACONESS FOUNDATION

875 S COTTONWOOD ROAD - STE 350
BOZEMAN,MT59718 		NONE   GENERAL 500

BOZEMAN SPORTS PARKS FOUNDATION

PO BOX 1126
BOZEMAN,MT59771 		NONE   GENERAL 2,000

BOZEMAN SYMPHONY SOCIETY

402 E MAIN STREET SUITE 202
BOZEMAN,MT59715 		NONE   GENERAL 10,000

BRIDGES PROJECT FOR EDUCATION

PO BOX 308
TAOS,NM87571 		NONE   GENERAL 1,000

BRIDGES PROJECT FOR EDUCATION

PO BOX 308
TAOS,NM87571 		NONE   GENERAL 2,000

BRIDGES PROJECT FOR EDUCATION

PO BOX 308
TAOS,NM87571 		NONE   GENERAL 2,500

BRING RECYCLING

4446 FRANKLIN BLVD
EUGENE,OR97403 		NONE   GENERAL 500

BRING RECYCLING

4446 FRANKLIN BLVD
EUGENE,OR97403 		NONE   GENERAL 500

CAMP DUDLEY INC

126 DUDLEY RD
WEST PORT,NY12993 		NONE   GENERAL 2,500

CAMPAIGN LEGAL CENTER INC

1101 14TH STREET NW SUITE 400
WASHINGTON,DC20005 		NONE   GENERAL 15,500

CAMPAIGN LEGAL CENTER INC

1101 14TH STREET NW SUITE 400
WASHINGTON,DC20005 		NONE   GENERAL 5,000

CATSKILL FLY FISHING CENTER & MUSEUM

PO BOX 1295
LIVINGSTON MANOR,NY12758 		NONE   GENERAL 2,500

CENTRAL PARK CONSERVANCY INC

717 FIFTH AVENUE
NEW YORK,NY10022 		NONE   GENERAL 1,000

CENTRAL PARK CONSERVANCY INC

717 FIFTH AVENUE
NEW YORK CITY,NY10022 		NONE   GENERAL 1,000

CHAMBER MUSIC AMICI

PO BOX 50824
EUGENE,OR97405 		NONE   GENERAL 500

CHAMBER MUSIC SOCIETY OF LINCOLN CENTER

70 LINCOLN CENTER PLAZA 10TH FLOOR
NEW YORK,NY10023 		NONE   GENERAL 60,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVE
ANNAPOLIS,MD21403 		NONE   GENERAL 750

CHICAGO SYMPHONY ORCHESTRA

220 S MICHIGAN AVE
CHICAGO,IL60604 		NONE   GENERAL 500

CHICAGO ZOOLOGICAL SOCIETY

3300 GOLF ROAD
BROOKFIELD,IL60513 		NONE   GENERAL 1,000

CLAREMONT MUSEUM OF ART

PO BOX 1136
CLAREMONT,CA91711 		NONE   GENERAL 1,000

CMN HOSPITALS (CHILDREN'S MIRACLE NETWORK)

PO BOX 35146 LOCKBOX 1093
SEATTLE,WA98124 		NONE   GENERAL 1,000

COLBY COLLEGE

4335 MAYFLOWER HILL
WATERVILLE,ME04901 		NONE   GENERAL 1,250

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY13346 		NONE   GENERAL 1,000

COLLEGE OF THE ATLANTIC

105 EDEN ST
BAR HARBOR,ME04609 		NONE   GENERAL 750

COLUMBIA LAND CONSERVANCY

49 MAIN STREET
CHATHAM,NY12037 		NONE   GENERAL 150,000

COLUMBIA LAND CONSERVANCY

49 MAIN STREET
CHATHAM,NY12037 		NONE   GENERAL 70,000

COLUMBIA MEMORIAL HEALTH FOUNDATION (ALBANY MED)

71 PROSPECT AVENUE
HUDSON,NY12534 		NONE   GENERAL 750

COMMUNITY AGAINST VIOLENCE

945 SALAZAR ROAD
TAOS,NM87571 		NONE   GENERAL 500

COMMUNITY AGAINST VIOLENCE

945 SALAZAR ROAD
TAOS,NM87571 		NONE   GENERAL 2,750

CORNERSTONE FAMILY PROGRAMS

12 FLAGLER STREET
MORRISTOWN,NJ07960 		NONE   GENERAL 3,500

DEIRDRE'S HOUSE

8 COURT STREET
MORRISTOWN,NJ07960 		NONE   GENERAL 3,500

DELTA WATERFOWL FOUNDATION

1412 BASIN AVENUE
BISMARK,ND58504 		NONE   GENERAL 3,500

DIGDEEP RIGHT TO WATER PROJECT

110 W 11TH STREET - SUITE 400
LOS ANGELES,CA90015 		NONE   GENERAL 5,000

DIRECT RELIEF

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		NONE   GENERAL 5,000

DOWNTOWN WOMEN'S CENTER

442 S SAN PEDRO STREET
LOS ANGELES,CA90013 		NONE   GENERAL 3,000

DREAM TREE PROJECT

PO BOX 1677
TAOS,NM87571 		NONE   GENERAL 2,500

DUCKS UNLIMITED

ONE WATERFOWL WAY
MEMPHIS,TN38120 		NONE   GENERAL 5,000

EAST WOODS SCHOOL

31 YELLOW COTE ROAD
OYSTER BAY,NY11771 		NONE   GENERAL 1,250

EL PUEBLITO UNITED METHODIST

PO BOX 1302
EL PRADO,NM87529 		NONE   GENERAL 1,500

ENCHANTED CIRCLE TRAIL ASSOCIATION

PO BOX 1634
TAOS,NM87571 		NONE   GENERAL 2,500

ENERGY SHARE OF MONTANA INC

PO BOX 5959
HELENA,MT59604 		NONE   GENERAL 1,000

EQUINE SPIRIT SANCTUARY

13 LOS CABALLOS ROAD
RANCHOS DE TAOS,NM87557 		NONE   GENERAL 25,000

EUGENE BALLET COMPANY

174 EAST 16TH AVENUE
EUGENE,OR97401 		NONE   GENERAL 1,000

EUGENE BALLET COMPANY

174 EAST 16TH AVENUE
EUGENE,OR97401 		NONE   GENERAL 150,000

EUGENE FAMILY YMCA

600 E 24TH AVENUE
EUGENE,OR97405 		NONE   GENERAL 5,000

EUGENE FAMILY YMCA

600 E 24TH AVENUE
EUGENE,OR97405 		NONE   GENERAL 2,500

EUGENE OPERA

174 EAST 16TH AVE SUITE 131
EUGENE,OR97401 		NONE   GENERAL 1,000

EUGENE OPERA

174 EAST 16TH AVE SUITE 131
EUGENE,OR97401 		NONE   GENERAL 500

EUGENE SYMPHONY

115 WEST 8TH AVE SUITE 115
EUGENE,OR97401 		NONE   GENERAL 500

FANCONI ANEMIA RESEARCH FUND INC

360 E 10TH AVENUE SUITE 201
EUGENE,OR97401 		NONE   GENERAL 250

FAR HILLS COUNTRY DAY SCHOOL

PO BOX 807
FAR HILLS,NJ07931 		NONE   GENERAL 500

FAR HILLS COUNTRY DAY SCHOOL

PO BOX 807
FAR HILLS,NJ07931 		NONE   GENERAL 1,500

FAR HILLS COUNTRY DAY SCHOOL

PO BOX 807
FAR HILLS,NJ07931 		NONE   GENERAL 2,000

FAR HILLS COUNTRY DAY SCHOOL

PO BOX 807
FAR HILLS,NJ07931 		NONE   GENERAL 600

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC20090 		NONE   GENERAL 3,500

FIELD INSTITUTE OF TAOS

PO BOX 486
ARROYO SECO,NM87514 		NONE   GENERAL 1,500

FIELD MUSEUM

1400 S LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 10,000

FILM INDEPENDENT

5670 WILSHRE BOULEVARD 9TH FLOOR
LOS ANGELES,CA90036 		NONE   GENERAL 1,050

FIRST PRESBYTERIAN CHURCH OF LAKE FOREST

700 N SHERIDAN RD
LAKE FOREST,IL60045 		NONE   GENERAL 500

FIRST PRESBYTERIAN CHURCH OF NEW VERNON

PO BOX 218
NEW VERNON,NJ07976 		NONE   GENERAL 11,000

FIVE VALLEYS LAND TRUST

120 HICKORY STREET SUITE B
MISSOULA,MT59801 		NONE   GENERAL 750

FLY FISHERS INTERNATIONAL

1201 US HIGHWAY 10 WEST SUITE D4
LIVINGSTON,MT59047 		NONE   GENERAL 750

FOOD FOR LANE COUNTY

770 BAILEY HILL RD
EUGENE,OR97402 		NONE   GENERAL 500

FORT PECK COMMUNITY COLLEGE

PO BOX 398
POPLAR,MT59255 		NONE   GENERAL 3,000

FORT PECK COMMUNITY COLLEGE

PO BOX 398
POPLAR,MT59255 		NONE   GENERAL 2,000

FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES

1725 I STREET NW SUITE 300
WASHINGTON,DC20006 		NONE   GENERAL 2,500

FOUNDATION FOR MORRISTOWN MEDICAL CENTER

475 SOUTH STREET
MORRISTOWN,NJ07960 		NONE   GENERAL 25,000

FRIENDS OF BUFORD PARK & MT PISGAH

PO BOX 5266
EUGENE,OR97405 		NONE   GENERAL 1,500

FRIENDS OF HENDRICKS PARK

PO BOX 3784
EUGENE,OR97403 		NONE   GENERAL 75,000

FRIENDS OF HUDSON YOUTH INC

PO BOX 285
HUDSON,NY12534 		NONE   GENERAL 1,000

FRIENDS OF RIO GRANDE DEL NORTE

PO BOX 1602
RANCHOS DE TAOS,NM87557 		NONE   GENERAL 750

FRIENDS OF THE CLARENCE DILLON PUBLIC LIBRARY

2336 LAMINGTON ROAD
BEDMINISTER,NJ07921 		NONE   GENERAL 600

FRIENDS OF TREES

1238 1/2 LINCOLN STREET
EUGENE,OR97401 		NONE   GENERAL 20,000

GALLATIN 4-H UNLIMITED LEADERS COUNCIL

903 NORTH BLACK
BOZEMAN,MT59715 		NONE   GENERAL 750

GALLATIN VALLEY LAND TRUST

PO BOX 7021
BOZEMAN,MT59771 		NONE   GENERAL 100,000

GEORGETOWN UNIVERSITY

DEPARTMENT NUMBER 0734
WASHINGTON,DC20073 		NONE   GENERAL 2,000

GOLDEN WILLOW RETREAT

PO BOX 569
ARROYO HONDO,NM87513 		NONE   GENERAL 840

GREAT SWAMP WATERSHED ASSOCIATION

PO BOX 300
NEW VERNON,NJ07976 		NONE   GENERAL 10,000

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY SUITE 130
KANSAS CITY,MO64105 		NONE   GENERAL 500

HABITAT FOR HUMANITY OF TAOS INC

PO BOX 1888
TAOS,NM87571 		NONE   GENERAL 2,000

HARDING LAND TRUST

PO BOX 576
NEW VERNON,NJ07976 		NONE   GENERAL 10,000

HARLEM VALLEY RAIL TRAIL ASSOCIATION

PO BOX 356
MILLERTON,NY12546 		NONE   GENERAL 1,000

HEADWATERS COMMUNITY HOUSING TRUST

PO BOX 12013
BOZEMAN,MT59719 		NONE   GENERAL 4,000

HOLT INTERNATIONAL CHILDREN'S SERVICES

250 COUNTRY CLUB ROAD
EUGENE,OR97401 		NONE   GENERAL 1,000

HOMEBOY INDUSTRIES

130 W BRUNO STREET
LOS ANGELES,CA90012 		NONE   GENERAL 2,000

HOPE & SAFETY ALLIANCE

PO BOX 50127
EUGENE,OR97405 		NONE   GENERAL 250

HOTCHKISS SCHOOL

11 INTERLAKEN ROAD
LAKEVILLE,CT06039 		NONE   GENERAL 500

HOTCHKISS SCHOOL

11 INTERLAKEN ROAD
LAKEVILLE,CT06039 		NONE   GENERAL 100,000

HOTCHKISS SCHOOL

11 INTERLAKEN ROAD
LAKEVILLE,CT06039 		NONE   GENERAL 1,500

HOTCHKISS SCHOOL

11 INTERLAKEN ROAD
LAKEVILLE,CT06039 		NONE   GENERAL 2,000

HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC)

32 S TRACY AVE
BOZEMAN,MT59715 		NONE   GENERAL 10,500

HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC)

32 S TRACY AVE
BOZEMAN,MT59715 		NONE   GENERAL 35,000

HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC)

32 SOUTH TRACY AVE
BOZEMAN,MT59715 		NONE   GENERAL 10,000

HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC)

32 SOUTH TRACY AVE
BOZEMAN,MT59715 		NONE   GENERAL 32,000

ICCS (INTERCOLLEGIATE CENTER FOR CLASSICAL STUDIES)

2028 E BEN WHITE BOULEVARD
AUSTIN,TX78741 		NONE   GENERAL 750

IMPACT NETWORK INTERNATIONAL INC

61 GREENPOINT AVE
BROOKLYN,NY10022 		NONE   GENERAL 5,000

INTERFAITH FOOD PANTRY

2 EXECUTIVE DR
MORRIS PLAINS,NJ07950 		NONE   GENERAL 7,500

INTERNATIONAL COUNCIL OF THE MUSEUM OF MODERN ART

11 W 53RD STREET
NEW YORK,NY10019 		NONE   GENERAL 7,500

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BOULEVARD SUITE 1500
LOS ANGELES,CA90025 		NONE   GENERAL 4,000

JACOB'S PILLOW DANCE FESTIVAL INC

358 GEORGE CARTER ROAD
BECKET,MA01223 		NONE   GENERAL 5,000

JOHN G SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 500

JOHN G SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 1,250,000

JOHN G SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 15,000

JOHN G SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 25,000

JOHN G SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 65,000

JOHN G SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 20,000

JOHN G SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 1,750

JOHN G SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 50,000

JUNIOR LEAGUE OF CHICAGO INC

1447 NORTH ASTOR STREET
CHICAGO,IL60610 		NONE   GENERAL 1,000

KELLOGG SCHOOL OF MANAGEMENT - NORTHWESTERN UNIVERSITY

1201 DAVIS STREET
EVANSTON,IL60208 		NONE   GENERAL 250

KEMMERER LIBRARY

PO BOX 283
NEW VERNON,NJ07976 		NONE   GENERAL 5,000

KENTS HILL SCHOOL

PO BOX 257 1614 MAINE STREET
KENTS HILL,ME04349 		NONE   GENERAL 10,000

LAKE FOREST COLLEGE

555 N SHERIDAN RD
LAKE FOREST,IL60045 		NONE   GENERAL 1,000

LAKE FOREST COLLEGE

555 N SHERIDAN ROAD
LAKE FOREST,IL60045 		NONE   GENERAL 25,000

LAKE FOREST COUNTRY DAY SCHOOL

145 S GREEN BAY RD
LAKE FOREST,IL60045 		NONE   GENERAL 500

LAKE FOREST COUNTRY DAY SCHOOL

145 S GREEN BAY RD
LAKE FOREST,IL60045 		NONE   GENERAL 1,000

LAKE FOREST COUNTRY DAY SCHOOL

145 S GREEN BAY RD
LAKE FOREST,IL60045 		NONE   GENERAL 250

LAKE FOREST LIBRARY

360 E DEERPATH RD
LAKE FOREST,IL60045 		NONE   GENERAL 500

LAKE FOREST LIBRARY

360 E DEERPATH RD
LAKE FOREST,IL60045 		NONE   GENERAL 3,000

LAKE FOREST LIBRARY

360 E DEERPATH RD
LAKE FOREST,IL60045 		NONE   GENERAL 1,500

LAKE FOREST LIBRARY

360 E DEERPATH RD
LAKE FOREST,IL60045 		NONE   GENERAL 5,000

LAND TRUST ALLIANCE INC

1250 H STREET NW SUITE 600
WASHINGTON,DC20005 		NONE   GENERAL 5,000

LANE COMMUNITY COLLEGE FOUNDATION

4000 E 30TH AVENUE
EUGENE,OR97405 		NONE   GENERAL 1,000

LAS CUMBRES COMMUNITY SERVICES

1911 5TH STREET SUITE 100
SANTA FE,NM87505 		NONE   GENERAL 500

LAWRENCE UNIVERSITY

711 E BOLDT WAY
APPLETON,WI54911 		NONE   GENERAL 10,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		NONE   GENERAL 10,000

LIFE CAMP INC

53 MAPLE AVENUE
MORRISTOWN,NJ07960 		NONE   GENERAL 3,500

MAKE A WISH FOUNDATION OF NEW MEXICO

7400 TIBURON DR NE STE A1
ALBUQUERQUE,NM87109 		NONE   GENERAL 2,500

MCKENZIE RIVER TRUST

120 SHELTON MCMURPHY BOULEVARD -
SUITE 270
EUGENE,OR97401 		NONE   GENERAL 1,000

MCKENZIE RIVER TRUST

120 SHELTON MCMURPHY BOULEVARD -
SUITE 270
EUGENE,OR97401 		NONE   GENERAL 1,000

METROSQUASH

6100 S COTTAGE AVENUE
CHICAGO,IL60637 		NONE   GENERAL 1,000

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

PO BOX 4777
NEW YORK,NY10163 		NONE   GENERAL 3,000

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

PO BOX 4777
NEW YORK,NY10163 		NONE   GENERAL 2,500

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

PO BOX 4777
NEW YORK,NY10163 		NONE   GENERAL 6,800

MILLICENT ROGERS MUSEUM

PO BOX 1210
TAOS,NM87571 		NONE   GENERAL 250

MONTANA FOOD BANK NETWORK INC

5625 EXPRESSWAY
MISSOULA,MT59808 		NONE   GENERAL 10,000

MONTANA LAND RELIANCE

PO BOX 10843
BOZEMAN,MT59719 		NONE   GENERAL 12,500

MONTANA STATE UNIVERSITY FOUNDATION INC

1501 SOUTH 11TH AVENUE
BOZEMAN,MT59715 		NONE   GENERAL 18,000

MUDDY PAWS RESCUE

821 9TH AVENUE
NEW YORK,NY10019 		NONE   GENERAL 1,000

MUSEUM OF MODERN ART

11 W 53RD STREET
NEW YORK,NY10019 		NONE   GENERAL 27,500

MUSEUM OF THE ROCKIES

600 W KAGY BLVD
BOZEMAN,MT59717 		NONE   GENERAL 1,500

MUSKINGUM UNIVERSITY

10 COLLEGE DRIVE
NEW CONCORD,OH43762 		NONE   GENERAL 500

NATIONAL LGBTQ TASK FORCE

1050 CONNECTICUT AVENUE NW
WASHINGTON,DC20035 		NONE   GENERAL 1,000

NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER

200 LIBERT STREET - 16TH FLOOR
NEW YORK,NY10281 		NONE   GENERAL 2,500

NATIVE RENEWABLES INC

PO BOX 3722
FLAGSTAFF,AZ86003 		NONE   GENERAL 5,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 W 20TH STREET - 11TH FLOOR
NEW YORK,NY10011 		NONE   GENERAL 1,000

NEW JERSEY CONSERVATION FOUNDATION

170 LONGVIEW ROAD
FAR HILLS,NJ07931 		NONE   GENERAL 10,000

NEW JERSEY CONSERVATION FOUNDATION

170 LONGVIEW ROAD
FAR HILLS,NJ07931 		NONE   GENERAL 26,000

NEW VERNON VOLUNTEER FIRE DEPARTMENT

PO BOX 143
NEW VERNON,NJ07976 		NONE   GENERAL 11,500

NORTH SHORE COUNTRY DAY SCHOOL

310 GREEN BAY ROAD
WINNETKA,IL60093 		NONE   GENERAL 750

NYU LANGONE HOSPITALS

ONE PARK AVENUE 5TH FLOOR
NEW YORK,NY10016 		NONE   GENERAL 25,000

OPEN SPACE INSTITUTE

1370 BROADWAY 5TH FLOOR
NEW YORK,NY10018 		NONE   GENERAL 6,000

OPHELIA'S PLACE

1577 PEARL STREET
EUGENE,OR97401 		NONE   GENERAL 250

ORCHESTRA NEXT

174 EAST 16TH AVENUE SUITE 142
EUGENE,OR97401 		NONE   GENERAL 10,000

OREGON COAST AQUARIUM INC

2820 SE FERRY SLIP RD
NEWPORT,OR97365 		NONE   GENERAL 250

OREGON PUBLIC BROADCASTING (OPB)

7140 SW MACADAM AVE
PORTLAND,OR97219 		NONE   GENERAL 5,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		NONE   GENERAL 2,500

PLANNED PARENTHOOD OF SOUTHWESTERN OREGON

3579 FRANKLIN BOULEVARD
EUGENE,OR97403 		NONE   GENERAL 1,000

PREP FOR PREP

328 W 71ST STREET
NEW YORK,NY10023 		NONE   GENERAL 2,000

PROTEZ FOUNDATION

3510 HOKINS PLACE W130D
OAKDALE,MN55128 		NONE   GENERAL 5,000

PS21 INC

PO BOX 321
CHATHAM,NY12037 		NONE   GENERAL 2,500

RARITAN HEADWATERS ASSOCIATION

PO BOX 273
GLADSTONE,NJ07934 		NONE   GENERAL 750

REACH INC

322 GALLATIN PARK DRIVE
BOZEMAN,MT59715 		NONE   GENERAL 6,000

REACH INC

322 GALLATIN PARK DRIVE
BOZEMAN,MT59715 		NONE   GENERAL 2,000

REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK

965 ALBANY SHAKER RD
LATHAM,NY12110 		NONE   GENERAL 500

RELIEF NURSERY

1720 W 25TH AVE
EUGENE,OR97405 		NONE   GENERAL 500

ROCKY MOUNTAIN YOUTH CORPS

PO BOX 1960
RANCHOS DE TAOS,NM87557 		NONE   GENERAL 750

ROCKY MOUNTAIN YOUTH CORPS

PO BOX 1960
RANCHOS DE TAOS,NM87557 		NONE   GENERAL 1,500

RUBY HABITAT FOUNDATION

PO BOX 638
SHERIDAN,MT59749 		NONE   GENERAL 500

SHAKER MUSEUM AND LIBRARY

PO BOX 328
CHATHAM,NY12037 		NONE   GENERAL 5,000

SHEDD-PORTER MEMORIAL LIBRARY

PO BOX 209
ALSTEAD,NH03602 		NONE   GENERAL 5,000

SHEDD-PORTER MEMORIAL LIBRARY

PO BOX 209
ALSTEAD,NH03602 		NONE   GENERAL 3,500

SHEDD-PORTER MEMORIAL LIBRARY

PO BOX 209
ALSTEAD,NH03602 		NONE   GENERAL 5,000

SHELTERING ARMS FOUNDATION

PO BOX 91758
RICHMOUND,VA23291 		NONE   GENERAL 2,000

SOMERSET HILLS YMCA

140 MOUNT AIRY RD
BASKING RIDGE,NJ07920 		NONE   GENERAL 5,000

SPECIAL OLYPICS NEW JERSEY INC

1 EUNICE KENNEDY SHRIVER WAY
LAWRENCEVILLE,NJ08648 		NONE   GENERAL 3,500

SPECIAL OPERATIONS WARRIOR FOUNDATION

PO BOX 89367
TAMPA,FL33689 		NONE   GENERAL 3,340

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE   GENERAL 2,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE   GENERAL 2,800

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE   GENERAL 2,500

ST LAWRENCE UNIVERSITY

23 ROMODA DR
CANTON,NY13617 		NONE   GENERAL 102,000

ST VINCENT DE PAUL SOCIETY OF LANE COUNTY INC

PO BOX 24608
EUGENE,OR97402 		NONE   GENERAL 2,000

STONY BROOK SCHOOL

1 CHAPMAN PKWY
STONY BROOK,NY11790 		NONE   GENERAL 2,000

SULLIVAN CATSKILLS REGIONAL FOOD HUB INC

PO BOX 1015
LIBERTY,NY12754 		NONE   GENERAL 2,000

TALL PINES CONSERVANCY INC

PO BOX 65
NASHOTAH,WI53058 		NONE   GENERAL 6,000

TALL PINES CONSERVANCY

PO BOX 65
NASHOTAH,WI53058 		NONE   GENERAL 2,000

TALPA COMMUNITY CENTER ASSOCIATION INC

4 ARCHULETA ROAD
RANCHOS DE TAOS,NM87557 		NONE   GENERAL 1,000

TAOS CENTER FOR THE ARTS

133 PASEO DE PUEBLO NORTE
TAOS,NM87571 		NONE   GENERAL 1,000

TAOS HEALTH SYSTEMS INC

1397 WEIMER ROAD
TAOS,NM87571 		NONE   GENERAL 590

TAOS MOUNTAIN BILE ASSOCIATION

PO BOX 1541
TAOS,NM87571 		NONE   GENERAL 2,500

TAOS YOUTH SOCCER LEAGUE

PO BOX 2692
TAOS,NM87571 		NONE   GENERAL 750

THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC

800 NORTH MAIN STREET
SHEFFIELD,MA01257 		NONE   GENERAL 15,000

THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC

800 NORTH MAIN STREET
SHEFFIELD,MA01257 		NONE   GENERAL 5,550

THE JOHN G SHEDD INSTITUTE FOR THE ARTS

PO BOX 1497
EUGENE,OR97440 		NONE   GENERAL 325,000

THE JOHN G SHEDD INSTITUTE FOR THE ARTS

PO BOX 1497
EUGENE,OR97440 		NONE   GENERAL 46,870

THE JOHN G SHEDD INSTITUTE FOR THE ARTS

PO BOX 1497
EUGENE,OR97440 		NONE   GENERAL 100,000

THE JOHN G SHEDD INSTITUTE FOR THE ARTS

PO BOX 1497
EUGENE,OR97440 		NONE   GENERAL 5,000

THE JOHN G SHEDD INSTITUTE FOR THE ARTS

PO BOX 1497
EUGENE,OR97440 		NONE   GENERAL 2,500

THE NATURE CONSERVANCY OF MONTANA

32 SOUTH EWING SUITE 215
HELENA,MT59601 		NONE   GENERAL 4,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE   GENERAL 2,000

THE PASEO PROJECT INC

PO BOX 1075
TAOS,NM87571 		NONE   GENERAL 750

THE SEEING EYE INC

PO BOX 375
MORRISTOWN,NJ07963 		NONE   GENERAL 10,000

THE TAOS COMMUNITY FOUNDATION INC

PO BOX 1925
TAOS,NM87571 		NONE   GENERAL 2,000

THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

210 S 34TH STREET - 102 MEYERSON
HALL
PHILADELPHIA,PA19104 		NONE   GENERAL 5,000

TROUT UNLIMITED INC - ENCHANTED CIRCLE CHAPTER

PO BOX 53
UTE PARK,NM87449 		NONE   GENERAL 250

TROUT UNLIMITED INC

PO BOX 98166
ARLINGTON,VA22209 		NONE   GENERAL 3,500

TROUT UNLIMITED INC

PO BOX 98166
ARLINGTON,VA22209 		NONE   GENERAL 15,000

TROUT UNLIMITED INC

PO BOX 98166
ARLINGTON,VA22209 		NONE   GENERAL 12,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		NONE   GENERAL 1,500

UNDUE MEDICAL DEBT

28-07 JACKSON AVENUE 5TH FLOOR
LONG ISLAND CITY,NY11101 		NONE   GENERAL 2,500

UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION

1 OLYMPIC PLAZA
COLORADO SPRINGS,CO80909 		NONE   GENERAL 2,500

UNIVERSITY OF OREGON FOUNDATION

1720 E 13TH AVENUE SUITE 410
EUGENE,OR97403 		NONE   GENERAL 13,000

UNIVERSITY OF RICHMOND

110 UR DRIVE BOSTWICK HOUSE 3
UNIVERSITY OF RICHMOND,VA23173 		NONE   GENERAL 3,000

WALDO'S RESCUE PEN INC

24 PECK SLIP APT 5E
NEW YORK,NY10038 		NONE   GENERAL 1,000

WILMINGTON FRIENDS SCHOOL

101 SCHOOL RD
WILMINGTON,DE19803 		NONE   GENERAL 2,500

WINDHORSE EQUINE LEARNING

3477 JOHNSON ROAD
BOZEMAN,MT59718 		NONE   GENERAL 3,000

WORKING ON WELLNESS

800 UPPER RANCHITOS ROAD
TAOS,NM87571 		NONE   GENERAL 500

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		NONE   GENERAL 15,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		NONE   GENERAL 5,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		NONE   GENERAL 990

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		NONE   GENERAL 4,970

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		NONE   GENERAL 15,000

WOUNDED WARRIOR PROJECT

PO BOX 758516
TOPEKA,KS66675 		NONE   GENERAL 2,000

YOUTH HEARTLINE

224 CRUZ ALTA ROAD SUITE F
TAOS,NM87571 		NONE   GENERAL 2,500
Total ................................. 3a 3,684,000
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 ........... 		    14 607,981  
4 Dividends and interest from securities ....     14 498,281  
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 ............ 		    18 541,536  
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 1,647,798 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,647,798
(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
REED FAMILY FOUNDATION INC
 
Employer identification number

26-1247721
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
REED FAMILY FOUNDATION INC
  		Employer identification number
26-1247721
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
JOHN SHEDD REED CHARITABLE ANNUITY TRUST
 
410 HUNT CLUB WAY
 
LAKE GENEVA, WI53147

$ 1,490,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MARJORIE L REED CHARITABLE ANNUITY TRUST
 
410 HUNT CLUB WAY
 
LAKE GENEVA, WI53147

$ 1,694,127


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
REED FAMILY EDUCATION TRUST
 
410 HUNT CLUB WAY
 
LAKE GENEVA, WI53147

$ 33,464


(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
REED FAMILY FOUNDATION INC
  		Employer identification number

26-1247721
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
REED FAMILY FOUNDATION INC
  		Employer identification number

26-1247721
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:
REED FAMILY FOUNDATION INC
EIN:
26-1247721
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BELL & ANDERSON LLC 144,010 144,010   0

TY 2025 InvestmentsCorpStockSchedule
Name:
REED FAMILY FOUNDATION INC
EIN:
26-1247721
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 56,231 120,075
ABBOTT LABORATORIES 483,807 1,387,587
ABBVIE INC 281,353 1,514,889
ACCENTURE PLC 313,471 700,263
ALIGN TECHNOLOGY INC. 164,752 413,798
ALPHABET INC CLASS A 229,193 1,878,000
ALPHABET INC CLASS C 248,754 1,995,768
AMAZON.COM INC. 564,232 1,865,026
APPLE INC 237,316 3,505,635
ARTHUR J. GALLAGHER & CO. 310,875 353,248
BERKSHIRE HATHAWAY INC. CL B 307,657 1,527,553
CISCO SYSTEMS INC. 519,338 1,295,799
CME GROUP INC 373,347 928,472
DANAHER CORP. 251,637 700,495
HOME DEPOT, INC. 345,467 920,123
ILLINOIS TOOL WORKS 403,776 863,282
INTEL CORP 405,942 671,949
ISHARES EMERGING MARKETS MIN VOL 394,565 480,300
ISHARES RUSSELL 2000 INDEX FUND 18,110 27,078
ISHARES RUSSELL MIDCAP VALUE INDEX 847,798 1,581,171
JOHNSON AND JOHNSON 368,630 879,538
JP MORGAN CHASE & CO. INC. 657,166 2,242,651
LENNAR CORPORATION 184,516 109,996
MICROSOFT CORP 631,413 3,943,921
NESTLE SA ADR 320,285 492,070
NVIDIA CORP. 143,053 7,379,805
ORACLE SYSTEMS CORP 423,892 2,000,751
PEPSICO INC. 304,773 606,372
PROCTER & GAMBLE 353,556 652,777
THERMO FISHER SCIENTIFIC, INC. 203,810 1,146,152
TRIMBLE NAVIGATION LTD. 395,093 818,993
VANGUARD EMERGING MARKETS STOCK ETF 409,225 585,984
VISA INC 382,936 1,293,068
XYLEM INC. 357,955 932,833
MILLROSE PROPERTIES INC. 12,567 15,980
MERCK & CO., INC. 155,097 207,362

TY 2025 InvestmentsGovtObligationsSch
Name:
REED FAMILY FOUNDATION INC
EIN:
26-1247721
US Government Securities - End of Year Book Value:

15,613,343
US Government Securities - End of Year Fair Market Value:

15,723,254
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 OtherDecreasesSchedule
Name:
REED FAMILY FOUNDATION INC
EIN:
26-1247721
Description Amount
ROUNDING 1


TY 2025 OtherExpensesSchedule
Name:
REED FAMILY FOUNDATION INC
EIN:
26-1247721
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL REPORT FEES-WISCONSIN 40 40   0
ADR FEES 99 99   0
OTHER 72 72   0


TY 2025 TaxesSchedule
Name:
REED FAMILY FOUNDATION INC
EIN:
26-1247721
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 11,833 11,833   0
UNITED STATES TREASURY - 2025 ESTIMATED TAX 20,000 0   0