The Peterffy Foundation Inc — Form 990PF, tax year 2025

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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 PETERFFY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 401 E LAS OLAS BLVD 830
  Room/suite
City or town
FORT LAUDERDALE
State or province
FL
Country  
ZIP or foreign postal code
33301
A Employer identification number

47-2351448
B Telephone number (see instructions)

2036185800
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)$244,462,333J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,102,446 1,064,884  
5a Gross rents............      
b Net rental income or (loss) -8,791
6a Net gain or (loss) from sale of assets not on line 10 9,776,150
b Gross sales price for all assets on line 6a 35,011,955
7 Capital gain net income (from Part IV, line 2)... 9,776,150
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)....... Click to see attachment
List of Attached Documents:
// Content
3,431 3,431  
12 Total. Add lines 1 through 11........ 10,882,027 10,844,465  
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
957,611 211,158   746,453
17 Interest............... 46,029 46,029   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
133,745 11,461   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 58,062 0   58,062
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,421 595   8,826
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,204,868 269,243   813,341
25 Contributions, gifts, grants paid....... 6,824,582 6,824,582
26 Total expenses and disbursements. Add lines 24 and 25 ................ 8,029,450 269,243   7,637,923
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,852,577
b Net investment income (if negative, enter -0-) 10,575,222
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............. 2,010,821 3,104,995 3,104,995
2 Savings and temporary cash investments.........      
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) 562,404
Less: allowance for doubtful accounts 0 522,404 562,404 562,404
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 43,388,466 Click to see attachment
List of Attached Documents:
// Content
39,635,280 		39,635,280
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).......... 126,236,137 Click to see attachment
List of Attached Documents:
// Content
201,159,654 		201,159,654
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) 172,157,828 244,462,333 244,462,333
Liabilities 17 Accounts payable and accrued expenses.......... 1,427  
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 ) Click to see attachment
List of Attached Documents:
// Content
861,395 		Click to see attachment
List of Attached Documents:
// Content
481,746
23 Total liabilities (add lines 17 through 22)......... 862,822 481,746
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 171,295,006 243,980,587
29 Total net assets or fund balances (see instructions)..... 171,295,006 243,980,587
30 Total liabilities and net assets/fund balances (see instructions). 172,157,828 244,462,333
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
171,295,006
2
Enter amount from Part I, line 27a .....................
2
2,852,577
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
69,833,004
4
Add lines 1, 2, and 3 ..........................
4
243,980,587
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
243,980,587
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 33,935,506   25,235,805 8,699,701
b 1,076,449     1,076,449
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       8,699,701
b       1,076,449
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 9,776,150
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) 1 146,996
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........................... 3 146,996
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- ..... 5 146,996
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 61,000
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 61,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 85,996
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)
FL
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 ofTHE PETERFFY FOUNDATION INC Telephone no. (203) 618-5800

Located at401 E LAS OLAS BLVD SUITE 830FORT LAUDERDALEFL ZIP+433301
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)
Yes
 
(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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
ALEXANDRA PETERFFY DIRECTOR, CHAIR
5.00 		0 0 0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH,FL33401
CATHERINE PETERFFY DIRECTOR, CEO
5.00 		0 0 0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH,FL33401
WILLIAM PETERFFY DIRECTOR, CHAIR OF INVESTMENT COMMITTE
5.00 		0 0 0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH,FL33401
CHRISTOPHER UZPEN DIRECTOR, SECRETARY
5.00 		0 0 0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH,FL33401
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
KTISIS CAPITAL LLC GRANT MANAGEMENT 602,543
321 BENJAMIN AVENUE SE
GRAND RAPIDS,MI49506
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
214,228,225
b
Average of monthly cash balances.......................
1b
974,627
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
215,202,852
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
215,202,852
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,228,043
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
211,974,809
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
10,598,740
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
10,598,740
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
146,996
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
146,996
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,451,744
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,451,744
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
10,451,744
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
7,637,923
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
7,637,923
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 10,451,744
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...... 763,055
b From 2021...... 987,483
c From 2022...... 2,730,793
d From 2023...... 2,465,090
e From 2024...... 550,109
f Total of lines 3a through e ........ 7,496,530
4Qualifying distributions for 2025 from Part
XI, line 4: $ 7,637,923
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..... 7,637,923
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 2,813,821 2,813,821
(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 4,682,709
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 ...... 		4,682,709
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 1,667,510
c Excess from 2023 .... 2,465,090
d Excess from 2024 .... 550,109
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMAZON WATCH

520 3RD STREET NO 108
OAKLAND,CA94607 		    TO SUPPORT THE AMAZON DEFENDERS FUND 30,000

ART INTO ACRES

20 WILLOW AVENUE
FAIRFAX,CA94930 		    TO SUPPORT THE CONSERVE. 27,284

ASPEN CENTER FOR ENVIRONMENTAL STUDIES

100 PUPPY SMITH ST
ASPEN,CO81611 		    TO SUPPORT THE CONSERVE 50,000

BIONEERS COLLECTIVE HERITAGE INSTITUTE

215 LINCOLN AVENUE 202
SANTA FE,NM87501 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 250,000

BREATH OF MY HEART BIRTHPLACE

P O BOX 157
ESPANOLA,NM87532 		    FOR GENERAL OPERATING SUPPORT FOR THE FULL RANGE OF SERVICES PROVIDED BY BREATH OF MY HEART. 100,000

CANOPY PLANET FOUNDATION

1733 H STREET STE 450
BLAINE,WA98320 		    TO SUPPORT THE CANOPY PROJECT. 100,000

CENTER FOR DEMOCRATIC AND ENVIRONMENTAL RIGHTS

1320 NORTH HOLLIS STREET
SPOKANE,WA99201 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 30,000

COMMONWEAL FOUNDATION

475 RIVERSIDE DRIVE 244
NEW YORK,NY10115 		    GENERAL SUPPORT FOR THE CENTER FOR ETHICAL LAND TRANSITION 35,000

COMMUNITY ROOTS MIDWIFE COLLECTIVE

738 COFFMAN STREET
LONGMONT,CO80501 		    TO SUPPORT THE ANCESTRAL WOMB AND POSTPARTUM CARE PROGRAM 50,000

CONSULTANTS FOR INDIAN PROGRESS

2304 S 16TH
TACOMA,WA98405 		    TO SUPPORT THE ORGANIZATION'S MIDWIFERY TRAINING PROGRAM FOR INDIGENOUS MIDWIFE CANDIDATES. 200,000

CORE COMMUNITY ORGANIZED RELIEF EFFORT

910 N HILL ST
LOS ANGELES,CA90012 		    TO SUPPORT CORE'S EFFORTS IN PROVIDING RAPID RESPONSE AND REBUILDING EFFORTS TO THE LA FIRE AFTERMATH. 10,000

DRYLANDS ARGOECOLOGY RESEARCH FOUNDATION

12191 FOOTHILLS
LONGMONT,CO80503 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 575,000

EARTHJUSTICE

180 STEUART ST 194330
SAN FRANCISCO,CA94105 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 200,000

EKVNV YEFOLECVLKE

P O BOX 148
WEOGUFKA,AL35183 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 110,000

ENVIRONMENTAL LAW & POLICY CENTER ACTION FUND

35 EAST WACKER DRIVE NO 1600
CHICAGO,IL60601 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

FINS ATTACHED MARINE RESEARCH AND CONSERVATION

19675 STILL GLEN WAY
COLORADO SPRINGS,CO80908 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

FISCAL SPONSORSHIP ALLIES INC

9100 PURDUE ROAD SUITE 115
INDIANAPOLIS,IN46268 		    SUPPORT FOR KAIROS FUTURA 60,000

FLORIDA INTERANTIONAL UNIVERSITY FOUNDATION INC

11200 SW 8TH STREET
MIAMI,FL33199 		    TO SUPPORT THE PROJECT MOTE MARINE LAB. 50,000

FRANKFURT ZOOLOGICAL SOCIETY - US INC

1050 3OTH ST NW
WASHINGTON DC,DC20007 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

FRIENDS OF CONSERVATIO CARPATHIA IN THE UNITED STATES

8 FIELDCREST COURT
DURHAM,NC27713 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 200,000

FRIENDS OF THE WALKERS FOR PEACE

1000 PERCY WARNER BLVD
NASHVILLE,TN37205 		    TO SUPPORT THE JUN IMOX LAGO ATITLAN WATER PROJECT. 25,000

GLOBAL JUSTICE ECOLOGY PROJECT INC

266 ELMWOOD AVENUE SUITE 307
BUFFALO,NY14222 		    IN SUPPORT OF STANDING TREES 50,000

GREAT WHALE CONSERVANCY

694 LOWER BROWN CREEK ROAD
BURNSVILLE,NC28714 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

GREENWAVE ORGANIZATIONS

315 FRONT ST
NEW HAVEN,CT06513 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

GUARDIAN GRANGE INC

30 N GOULD ST
SHERIDAN,WY82801 		    TO SUPPORT THE RED EARTH MOVEMENT. 50,000

HOMELESS GODDESS

2800 E PALM CANYON DR APT 128
PALM SPRINGS,CA92264 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 6,338

HUYA ANIWA

20929 VENTURA BLVD 47
WOODLAND HILLS,CA91364 		    TO SUPPORT THE PATRICK SCOTT HEALTH FUNDRAISER. 5,000

IF NOT US THEN WHO

18345 VENTURA BLVD 303
TARZANA,CA91356 		    TO SUPPORT A DAY ON EARTH FILM CAMPAIGN. 50,000

ILLAPU MOVEMENT

3228 PARK AVENUE
MINNEAPOLIS,MN55407 		    FOR THE FURTHER OF THE KARAL SUNDANCE. 54,000

ILLAPU MOVEMENT

3228 PARK AVENUE
MINNEAPOLIS,MN55407 		    SUPPORT IN FURTHERANCE OF THE LAKOTA SMALL FARM PROJECT 93,000

INSTITUTO WELIGHT DE INOVACADO SOCIOAMBIENTAL

RUA DA QUITANDA 52 SALA 201 CENTRO
RIO DE JANEIRO RJ   CEP 2001-030
BR 		    TO SUPPORT THE YAWANAWA AGROFORESTRY AND AQUACULTURE INITIATIVE. 50,000

KEIYARI FOUNDATION

725 SW 13 AVENUE
FORT LAUDERDALE,FL33312 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 13,000

KINDLE PROJECT

1000 CORDOVA PLACE 351
SANTA FE,NM87505 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 325,000

KLAMATH SISKIYOU WILDLANDS CENTER

P O BOX 102
ASHLAND,OR97520 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

LA MAIDA PROJECT

4515 SHERMAN OAKS AVE
SHERMAN OAKS,CA91403 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 150,000

MARINE MAMMAL CARE CENTER

3601 S GAFFEY STREET 8
SAN PEDRO,CA90731 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 10,000

MCKENNA ACADEMY OF NATURAL PHILOSPHY INC

4460 REDWOOD HWY SUYITE 16 NO 547
SAN RAFAEL,CA94903 		    FOR SUPPORT OF THE "WISDOM OF THE LEAF" SUMMIT. 10,000

MONGABAY ORG CORPORATION

1259 EL CAMINO REAL 150
MENLO PARK,CA94025 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 25,000

MOTHERS OF THE AMAZON

5722 LE SAGE AVE
WOODLAND HILLS,CA91367 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 30,000

MOTHERS OF THE AMAZON

5722 LE SAGE AVE
WOODLAND HILLS,CA91367 		    SUPPORT FOR ACRE CLIMATE DISASTER RELIEF FUND. 265,000

MYRIAD USA INC

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		    TO SUPPORT REBUILDING A GUARANI VILLAGE TRADITIONAL PRAYER HOUSE. 3,000

MYRIAD USA INC

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		    TO SUPPORT THE ACTIVITIES OF THE AMAZON POOL LED BY FUNDO CASA. 80,000

NEW LEARNING JOURNEY

700 BRAGG HILL ROAD
FAYSTON,VT05673 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 25,000

ONE EARTH PHILANTHROPY

8611 WASHINGTON BLVD SUITE 8633
CULVER CITY,CA90232 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 620,000

OREGON NATURAL RESOURCES COUNCIL FUND

5825 NORTH GREELEY AVENUE
PORTLAND,OR97217 		    SUPPORT FOR NATIONAL FOREST PROTECTION 120,000

QUIPA INC

418 BROADWAY STE N
ALBANY,NY12207 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 1,000,000

RAINCOAST CONSERVATION FOUNDATION

PO BOX 687
NORTH BEND,WA98045 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 150,000

RECYCLE HAWAII

164 KAPAKA STREET
HILO,HI96720 		    SUPPORT FOR THE LAMALAMA KA ULU PROJECT 200,000

REGENERATIVE EARTH

PO BOX 2333
BOULDER,CO80306 		    TO SUPPORT THE DRAKE BAY DISTRICT TOURISM PROJECT. 51,930

REGENERATIVE EARTH

PO BOX 2333
BOULDER,CO80306 		    FOR THE CONINUED SUPPORT FO THE OSA PENINSULA CAPACITY STRENGTHENING PROJECT. 4,500

REGENERATIVE EARTH

PO BOX 2333
BOULDER,CO80306 		    FOR THE CONINUED SUPPORT FO THE OSA PENINSULA CAPACITY STRENGTHENING PROJECT. 25,000

REGENEROSITY CORP

257A WALLER STREET
SAN FRANCISCO,CA94102 		    TO SUPPORT THE FUNDER COMMUNITY OF PRACTICE (COP). 5,000

SEE TURTLES

7227 SW LINETTE WAY
BEAVERTON,OR97007 		    TO SUPPORT THE COPROT TORTUGAS DE OSA SPONSORED BY BILLION BABY TURTLES 61,530

SKY'S THE LIMIT FUND

510 A VALLEY WAY
MILPITAS,CA95035 		    TO SUPPORT THE OPERATIONS AND SCHOLARSHIP FUNDING FOR STLF. 200,000

SOUTHERN ENVIRONMENTAL LAW CENTER

201 WEST MAIN STREET SUITE 14
CHARLOTTESVILLE,VA229025065 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

STANDEARTH

548 MARKET STREET SUITE 74196
SAN FRANCISCO,CA941045401 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

THE WILDERNESS SOCIETY

1801 PENNSYLVANIA AVE NW
WASHINGTON,DC20006 		    TO CONSERVE CARBVON RICH OLD AND MATURE FORESTS 120,000

TRIBAL LINK FOUNDATION INC

37 VESTRY STREET
NEW YORK,NY10013 		    TO SUPPORT THE RESILIENCE CIRCLES PROJECT HELD AT THE CHARITY. 20,000

WILDERNESS WORKSHOP

P O BOX 1442
CARBONDALE,CO81623 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 200,000

WOMEN'S EARTH AND CLIMATE ACTION NETWORK

775 E BLITHEDALE AVENUE
MILL VALLEY,CA94941 		    GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000
Total ................................. 3a 6,824,582
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 1,102,446  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -8,791  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 3,431  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 9,776,150  
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 10,873,236 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,873,236
(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

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

TY 2025 ExpenditureResponsibilityStmt
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
INSTITUTO WELIGHT DE INOVACADO SOCIOAMBIENTAL
  		RUA DA QUITANDA 52 SALA 201 CENTRO
RIO DE JANEIRO   2001-030
BR 		2025-05-30 50,000 TO SUPPORT THE YAWANAWA AGROFORESTRY AND AQUACULTURE INITIATIVE. 50,000 NONE 05/14/2026   ADDITIONAL VERIFICATION CONSIDERED UNNECESSARY.

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Statement:
NOT REQUIRED BY THE STATE OF FLORIDA.

TY 2025 InvestmentsCorpStockSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Name of Stock End of Year Book Value End of Year Fair Market Value
INTERACTIVE BROKERS BROKERAGE ACCOUNT 39,635,280 39,635,280

TY 2025 InvestmentsOtherSchedule2
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
IROQUOIS VALLEY FARMLAND REIT FMV 7,469,271 7,469,271
IBG HOLDINGS LLC FMV 190,788,477 190,788,477
REGEN TOKENS FMV 25,433 25,433
OSMOSIS TOKENS FMV 1,475 1,475
CRUZ FOAM SERIES A FMV 1,999,998 1,999,998
DIRT CAPITAL PARTNERS 2023, LLC AT COST 375,000 375,000
ECOVERSITY LLC AT COST 500,000 500,000

TY 2025 OtherExpensesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS FILING FEES 4,426 0   4,426
BANK FEES 3,350 0   3,350
ELECTRONICS AND SUPPLIES 1,050 0   1,050
OTHER EXPENSES 595 595   0


TY 2025 OtherIncomeSchedule2
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CRYPTO MINING/STAKING GAINS 8,654 8,654 8,654
PAYMENT IN LIEU OF DIVIDENS 4,612 4,612 4,612
ORDINARY LOSS FROM DIRT CAPITAL PARTNERS 2023 LLC -9,835 -9,835 -9,835


TY 2025 OtherIncreasesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Description Amount
UNREALIZED GAIN ON INVESTMENTS 69,833,004


TY 2025 OtherLiabilitiesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Description Beginning of Year - Book Value End of Year - Book Value
SECURITIES SOLD SHORT 800,063 418,492
DUE TO AFFILIATES 61,332 63,254


TY 2025 OtherProfessionalFeesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 211,158 211,158   746,453
CONSULTING 746,453 0   0


TY 2025 TaxesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAX 0 11,461   0
FEDERAL TAXES PAID 133,745 0   0