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 John Bickford Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

23-7167663
B Telephone number (see instructions)

8008391754
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)$5,822,687J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments 2,411 2,411  
4 Dividends and interest from securities... 126,440 126,440  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 248,752
b Gross sales price for all assets on line 6a 945,429
7 Capital gain net income (from Part IV, line 2)... 248,752
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
42 42  
12 Total. Add lines 1 through 11........ 377,645 377,645  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
576 0 0 576
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,488 21,315   2,173
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,307 7    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 11,224     11,224
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,807 25   26,782
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,402 21,347 0 40,755
25 Contributions, gifts, grants paid....... 203,500 203,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 271,902 21,347 0 244,255
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 105,743
b Net investment income (if negative, enter -0-) 356,298
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 166,289 380,715 380,715
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,263,678 Click to see attachment
List of Attached Documents:
// Content
3,157,481 		5,238,819
c Investments—corporate bonds (attach schedule)....... 76,000 Click to see attachment
List of Attached Documents:
// Content
76,000 		114
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 250,000 Click to see attachment
List of Attached Documents:
// Content
250,000 		203,039
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) 3,755,967 3,864,196 5,822,687
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,755,967 3,864,196
29 Total net assets or fund balances (see instructions)..... 3,755,967 3,864,196
30 Total liabilities and net assets/fund balances (see instructions). 3,755,967 3,864,196
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
3,755,967
2
Enter amount from Part I, line 27a .....................
2
105,743
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,486
4
Add lines 1, 2, and 3 ..........................
4
3,864,196
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,864,196
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
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 945,429   696,677 248,752
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       248,752
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 2 248,752
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 4,953
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  
3 Add lines 1 and 2........................... 3 4,953
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,953
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,743
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 400
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,143
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 36
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... 10 154
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax154 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE, NJ
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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Alexandra L Benson Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Andrew V Bickford Treas, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Benjamin Gray Bickford Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Charles G Bickford Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Tatyana L Bickford Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Tobias G Bickford Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Wilson M Compton Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Diane Kahn Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Annie Howe Novak Trustee, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Catherine Walsh Pres, Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,120,467
b
Average of monthly cash balances.......................
1b
182,618
c
Fair market value of all other assets (see instructions)................
1c
203,039
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,506,124
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,506,124
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
82,592
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,423,532
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
271,177
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
271,177
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,953
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,953
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
266,224
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
266,224
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
266,224
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
244,255
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
244,255
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 7 266,224
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022...... 42,353
d From 2023...... 1,100
e From 2024...... 991
f Total of lines 3a through e ........ 44,444
4Qualifying distributions for 2025 from Part
XI, line 4: $ 244,255
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 244,255
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 21,969 21,969
(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 22,475
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		22,475
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 20,384
c Excess from 2023 .... 1,100
d Excess from 2024 .... 991
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).)
NONE
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 e-mail address of the person to whom applications should be addressed:
THE JOHN BICKFORD FOUNDATION
55 Walls Drive STE 302
Fairfield,CT06824
(800) 839-1754
bThe form in which applications should be submitted and information and materials they should include:
https://online.foundationsource.com/myfs/forms/view?defId=41143
cAny submission deadlines:
https://online.foundationsource.com/myfs/forms/view?defId=41143
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
https://online.foundationsource.com/myfs/forms/view?defId=41143
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

ALMA BACKYARD FARM

453 N ALMA AVE
LOS ANGELES,CA90063 		N/A   General & Unrestricted 5,000

ART IN THE ATRIUM INC

1 GREEN HILL RD
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 10,000

ARTS COUNCIL OF THE MORRIS AREA

1 HIGH ST COURT
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 3,000

CHAPIN SCHOOL

4101 PRINCETON PIKE
PRINCETON,NJ08540 		N/A   General & Unrestricted 5,000

CHILDREN ON THE GREEN INC

50 S PARK PL
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 5,000

CITY OF PORTSMOUTH

1 JUNKINS AVE
PORTSMOUTH,NH03801 		N/A   Portsmouth Public Library 1,000

CORNERSTONE FAMILY PROGRAMS

12 FLAGER ST
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 5,000

CORPORATION OF HAVERFORD COLLEGE

370 W LANCASTER AVE
HAVERFORD,PA19041 		N/A   General & Unrestricted 3,000

COURT APPOINTED SPECIAL ADVOCATES OF MORRIS AND SU

222 RIDGEDALE AVE
CEDAR KNOLLS,NJ07927 		N/A   General & Unrestricted 5,000

FAMILY PROMISE INC

71 SUMMIT AVE
SUMMIT,NJ07901 		N/A   General & Unrestricted 3,000

FEMINIST HEALTH CENTER OF

559 PORTSMOUTH AVE
GREENLAND,NH03840 		N/A   General & Unrestricted 7,500

FRANKLIN & MARSHALL COLLEGE

PO BOX 3003
LANCASTER,PA17604 		N/A   General & Unrestricted 2,000

FRIENDS OF BIG BEAR VALLEY

PO BOX 422
FAWNSKIN,CA92333 		N/A   General & Unrestricted 1,000

FRIENDS OF BURMA INC

548 HOME AVE
FORT WAYNE,IN46807 		N/A   General & Unrestricted 1,000

FRIENDS OF FOUNDATION ACADEMY INC

363 W STATE ST
TRENTON,NJ08618 		N/A   General & Unrestricted 2,000

GOOD GRIEF INC

38 ELM ST
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 2,000

GREAT WORKS REGIONAL LAND TRUST

PO BOX 151
SOUTH BERWICK,ME03908 		N/A   General & Unrestricted 5,000

GUNDALOW COMPANY

60 MARCY ST
PORTSMOUTH,NH03801 		N/A   General & Unrestricted 1,000

HOMEFRONT INC

1880 PRINCETON AVE
LAWRENCEVILLE,NJ08648 		N/A   grocery store and diaper drive fund 3,000

HOMELESS SOLUTIONS INC

3 WING DR STE 245
CEDAR KNOLLS,NJ07927 		N/A   General & Unrestricted 5,000

INTERFAITH FOOD PANTRY INC

2 EXECUTIVE DR
MORRIS PLAINS,NJ07950 		N/A   General & Unrestricted 5,000

JENKINTOWN FOOD CUPBOARD INC

328 SUMMIT AVE
JENKINTOWN,PA19046 		N/A   General & Unrestricted 3,000

JERSEY BATTERED WOMENS SERVICE

PO BOX 1437
MORRISTOWN,NJ07962 		N/A   General & Unrestricted 2,500

LA COUNTY LIBRARY FOUNDATION

7400 IMPERIAL HWY
DOWNEY,CA90242 		N/A   Books Unbanned 4,000

LITERACY VOLUNTEERS OF MORRIS COUNTY INC

16 ELM ST
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 1,000

MARKET STREET MISSION INC

9 MARKET ST
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 1,000

MAZZONI CENTER

1348 BAINBRIDGE ST
PHILADELPHIA,PA19147 		N/A   General & Unrestricted 3,000

METTAWEE THEATRE CO INC

209 DUNNIGAN RD
SALEM,NY12865 		N/A   General & Unrestricted 6,000

MORRIS MUSEUM INC

6 NORMANDY HEIGHTS RD
MORRISTOWN,NJ07960 		N/A   For the Bickford Theater 15,000

MORRISTOWN AND MORRIS TOWNSHIP LIBRARY FOUNDATION

1 MILLER RD
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 5,000

NEW HAMPSHIRE HUMANITIES COUNCIL INC

117 PLEASANT ST
CONCORD,NH03301 		N/A   General & Unrestricted 5,000

NEWBRIDGE SERVICES INC

620 NEWARK POMPTON TPKE
POMPTON PLAINS,NJ07444 		N/A   General & Unrestricted 5,000

PEDDIE SCHOOL

201 S MAIN ST
HIGHTSTOWN,NJ08520 		N/A   General & Unrestricted 2,000

PHILLIPS EXETER ACADEMY

20 MAIN ST
EXETER,NH03833 		N/A   General & Unrestricted 1,000

PLANNED PARENTHOOD AFFILIATES OF NEW JERSEY INC

196 SPEEDWELL AVE
MORRISTOWN,NJ07960 		N/A   General & Unrestricted 2,500

PLAYERS RING COMPANY

105 MARCY ST
PORTSMOUTH,NH03801 		N/A   General & Unrestricted 2,500

PRINCETON NURSERY SCHOOL INC

78 LEIGH AVE
PRINCETON,NJ08542 		N/A   General & Unrestricted 5,000

REPRODUCTIVE FREEDOM FOR ALL FOUNDATION

1725 EYE ST NW SUITE 900
WASHINGTON,DC20006 		N/A   Southern California region fund 5,000

SEACOAST VILLAGE PROJECT

400 LITTLE HARBOR RD MAILBOX 1101
PORTSMOUTH,NH03801 		N/A   General & Unrestricted 2,000

SIGNATURE THEATRE INC

4200 CAMPBELL AVE
ARLINGTON,VA22206 		N/A   General & Unrestricted 5,000

SOUTHERN NEW HAMPSHIRE UNIVERSITY

2500 N RIVER RD
MANCHESTER,NH03106 		N/A   for International Students especially from Southeast Asia Scholarship Fund 3,000

ST JOHNS EPISCOPAL CHURCH

100 CHAPEL ST
PORTSMOUTH,NH03801 		N/A   general fund and special music fund 7,000

STRAWBERY BANKE MUSEUM

14 HANCOCK ST
PORTSMOUTH,NH03801 		N/A   The Boatshop at Strawberry Banke 1,500

STRAWBERY BANKE MUSEUM

14 HANCOCK ST
PORTSMOUTH,NH03801 		N/A   General & Unrestricted 1,500

THE CENTER AT 353 INC

353 NASSAU ST
PRINCETON,NJ08540 		N/A   General & Unrestricted 5,000

THE SHAKESPEARE THEATRE OF NEW JERSEY INC

3 VREELAND RD
FLORHAM PARK,NJ07932 		N/A   General & Unrestricted 2,500

THE STICKLEY MUSEUM AT CRAFTSMAN FARMS INC

2352 RTE 10
MORRIS PLAINS,NJ07950 		N/A   General & Unrestricted 2,000

TILTON SCHOOL

30 SCHOOL ST
TILTON,NH03276 		N/A   General & Unrestricted 3,000

TOOKANY-TACONY-FRANKFORD WATERSHED PARTNERSHIP

4500 WORTH ST
PHILADELPHIA,PA19124 		N/A   General & Unrestricted 3,000

TRUSTEES OF AMHERST COLLEGE

220 S PLEASANT ST
AMHERST,MA01002 		N/A   General & Unrestricted 2,000

TWO STATE YOUNG MENS CHRISTIAN ASSOCIATION

748 HAMILTON RD
BECKET,MA01223 		N/A   General & Unrestricted 5,000

UNITED BOARD FOR CHRISTIAN HIGHER EDUCATION IN ASI

475 RIVERSIDE DR STE 1221
NEW YORK,NY10115 		N/A   General & Unrestricted 5,000

WASHINGTON DRAMA SOCIETY INC

1101 6TH ST SW
WASHINGTON,DC20024 		N/A   General & Unrestricted 2,000

WASHINGTON UNIVERSITY

1 BROOKINGS DR MSC 1082-414-2555
SAINT LOUIS,MO63130 		N/A   School of Medicine Class of 1986 Scholarship Fund 1,000

WILBURY THEATRE GROUP

475 VALLEY ST
PROVIDENCE,RI02908 		N/A   General & Unrestricted 5,000
Total ................................. 3a 203,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,411  
4 Dividends and interest from securities ....     14 126,440  
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 ............ 		    18 248,752  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 42  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   377,645  
13Total. Add line 12, columns (b), (d), and (e)..................
13
377,645
(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 DepreciationSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Name of Bond End of Year Book Value End of Year Fair Market Value
LEHMAN BROS HLDNG - 0%-2/13/09 55,000 82
LEHMAN BROS HLDNG - 0%-8/13/09 21,000 32

TY 2025 InvestmentsCorpStockSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 1,522 1,601
ABBOTT LABS 2,933 3,383
ABBVIE INC 5,012 6,398
ACCENTURE PLC 1,824 2,146
ADOBE SYSTEMS, INC 2,246 1,750
ADVANCED MICRO DEVICES INC 2,644 5,996
AFLAC INC 1,125 1,103
AGILENT TECHNOLOGIES INC 1,022 952
AIRBNB 1,190 1,221
ALLSTATE CORP 1,163 1,249
ALPHABET INC CL A 8,843 39,125
ALPHABET INC CL C 9,983 10,983
ALTRIA GROUP INC 1,687 1,845
AMAZON COM 25,251 35,315
AMCOR LTD ORD SHS 1,182 1,201
AMER INTERNATIONAL GROUP INC 1,190 1,369
AMEREN CORPORATION 962 999
AMERICAN ELECTRIC POWER INC 1,314 1,499
AMERICAN EXPRESS CO 1,544 3,700
AMERICAN TOWER REIT INC 1,513 1,405
AMETEK INC 1,091 1,232
AMGEN INC 2,184 2,946
AMPHENOL CORPORATION 1,099 3,649
ANALOG DEVICES INC 1,863 2,441
AON PLC CL A 1,124 1,059
APPLE INC 27,189 61,440
APPLIED MATERIALS INC 1,518 3,084
APPLOVIN CORP 2,471 2,695
ARCH CAPITAL GROUP LTD 1,233 1,343
ARISTA NETWORKS 846 2,490
AT&T, INC 3,498 2,881
ATMOS ENERGY CORP 927 1,006
AUTODESK, INC 1,208 1,184
AUTOMATIC DATA PROCESSING INC 1,542 1,286
AVALONBAY CMNTYS INC 1,407 1,450
AVERY DENNISON CORP 1,032 1,091
BANK NEW YORK MELLON CORP COM 1,468 1,974
BANK OF AMERICA CORP 2,611 5,995
BERKSHIRE HATHAWAY INC. CLASS 4,225 14,074
BLACKROCK INC 1,866 2,141
BOEING CO 1,884 3,040
BOOKING HOLDINGS INC 2,257 5,355
BOSTON SCIENTIFIC 1,215 2,861
BRISTOL-MYERS SQUIBB CO 1,438 1,295
BROADCOM INC 3,406 25,265
BROADRIDGE FINANCIAL 1,087 1,116
BROWN & BROWN INC 1,076 1,116
CADENCE DESIGN SYSTEMS INC 1,512 1,563
CAMDEN PPTY TR 1,098 1,211
CAMPBELL SOUP CO 997 920
CAPITAL ONE FINANCIAL CORP 2,828 3,393
CARDINAL HEALTH INC 979 1,028
CATERPILLAR INC 1,948 4,583
CBRE GROUP 904 965
CDW CORP 989 953
CENCORA INC 1,233 1,689
CHARLES SCHWAB CORP 2,364 3,097
CHARLES SCHWAB INTRNTNL EQ 530,382 703,602
CHEVRON CORP 2,407 3,963
CHUBB LIMITED 1,919 2,185
CIGNA CORPORATION 729 1,101
CINTAS CRP 2,000 1,881
CISCO SYSTEMS INC 2,474 4,930
CITIGROUP INC 2,576 4,201
CLOROX CO 1,072 1,008
CME GROUP, INC 1,468 1,638
COGNIZANT TECHNOLOGY SOLUTIONS 1,152 1,328
COINBASE GLOBAL 1,208 905
COLGATE-PALMOLIVE COMPANY 1,368 1,264
CONAGRA FOODS INC 1,229 1,264
CONOCOPHILLIPS 766 1,498
CONSTELLATION BRANDS INC 1,031 1,104
CONSTELLATION ENERGY GROUP INC 1,598 2,120
CORNING INC 1,060 1,751
CORPAY INC 1,392 1,505
CORTEVA INC 842 1,341
COSTCO WHOLESALE CORPORATION 2,995 6,036
CROWDSTRIKE HOLDINGS, INC 1,698 1,875
CROWN CASTLE INTL 991 978
CSX CORP 1,062 1,305
CUMMINS INC 1,069 1,531
CVS CAREMARK CORP 1,861 2,063
D R HORTON 1,010 1,152
DANAHER CORP 794 2,518
DATADOG INC 933 680
DEERE CO 1,838 2,328
DELTA AIR LINES INC 1,277 1,527
DEVON ENERGY CORPORATION 1,622 1,832
DIAMONDBACK ENERGY INC 1,245 1,353
DIGITAL RLTY TR INC 1,002 928
DODGE & COX INCOME FUND 9,000 9,241
DOMINION ENERGY INC 985 1,055
DOORDASH ORD SHS CLASS A 1,579 1,812
DOUBLELINE TOTAL RETURN BOND 6,000 6,149
DOVER CORP 1,249 1,367
DOW INC 1,075 1,122
EATON CORP PLC 601 1,911
ECOLAB INC 1,241 1,313
ELEVANCE HEALTH INC 127 1,052
ELI LILLY & CO 6,704 12,896
EMERSON ELECTRIC CO 974 1,460
ENTERGY CORP 783 1,571
EQUIFAX INC 1,015 1,085
EQUITY RESIDENTIAL PPTYS TR 1,180 1,261
EXELON CORPORATION 833 1,438
EXXON MOBIL CORP 2,164 7,341
FACTSET RESH SYST INC 1,006 1,161
FASTENAL COMPANY 928 1,003
FIDELITY EMERGING MARKETS 136,000 164,072
FIDELITY LONG-TERM TREASURY BO 63,000 60,908
FIRST SOLAR INC 549 522
FORD MOTOR COMPANY 1,228 1,417
FORTIVE CORPORATION 1,198 1,380
FREEPORT-MCMORAN COPPER & GOLD 1,036 1,321
GARTNER INC 1,454 1,514
GE HEALTHCARE TECHNOLOGIES INC 1,115 1,230
GE VERNOVA 137 3,268
GEN DYNAMICS CP 687 1,683
GENERAL ELECTRIC CO 493 5,545
GENERAL MOTORS 1,144 1,952
GILEAD SCIENCES INC 1,633 2,823
GMO SMALL CAP QUALITY I 65,000 65,746
GOLDMAN SACHS GROUP 3,282 4,395
GQG PARTNERS EMERGING MARKETS 136,000 134,417
GRAINGER W W INC 955 1,009
HALLIBURTON COMPANY 1,041 1,074
HARTFORD FINANCIALSERVICES GRO 1,285 1,378
HCA INC 1,292 1,867
HILTON WORLDWIDE HOLDINGS, INC 1,354 1,436
HOME DEPOT INC 4,356 5,162
HONEYWELL INTL 1,770 1,951
HOWMET AEROSPACE ORD SHS 1,156 1,845
HUNT J B 842 972
IDEX CP 1,174 1,246
IDEXX LABORATORIES INC 1,383 2,030
ILLINOIS TOOL WORKS 1,013 985
INT'L FLAVORS & FRAGRANCES INC 950 1,011
INTEL CORP 2,511 2,804
INTERNATIONAL BUSINESS MACHINE 2,073 4,739
INTUIT 1,410 2,650
INTUITIVE SURGICAL 1,505 3,965
IQVIA HOLDINGS INC 1,119 1,352
ISHARES TR S & P MIDCAP 400 IN 5,237 35,442
JOHN HANCOCK FDS III DISCIPLIN 75,000 66,344
JOHNSON & JOHNSON 4,153 7,864
JOHNSON CONTROLS INTERNATIONAL 1,228 1,677
JP MORGAN CHASE 5,767 13,855
JPMORGAN CORE PLUS BOND FUND 9,000 9,150
KENVUE INC 957 1,001
KKR & CO INC 1,459 1,275
KLA TENCOR CORP 1,630 2,430
LAM RESEARCH CORP 1,472 3,937
LENNAR CORP 1,124 1,028
LINDE PLC COM 1,511 2,558
LOCKHEED MARTIN CORP 1,343 1,451
LOWES COMPANIES INC 1,795 2,412
LYONDELLBASELL INDUSTRIES NV 1,034 1,039
M&T BANK CORP 1,643 1,813
MARATHON PETROLEUM CORP 459 976
MARRIOTT INTERNATIONAL INC. CL 616 1,551
MARTIN MARIETTA MATLS INC 1,090 1,245
MASCO CORP 936 952
MASTERCARD INC 4,287 7,421
MCDONALD'S CORP 2,653 3,668
MCKESSON CORP 1,789 2,461
MEDTRONIC PLC 2,021 2,209
MERCK & CO INC 3,021 4,105
META PLATFORMS INC 5,974 22,443
MICRON TECHNOLOGY 840 5,423
MICROSOFT CORP 23,595 56,100
MID-AMERICA APT COMMUNITIES IN 1,147 1,250
MONDELEZ INTERNATIONAL INC 1,438 1,346
MOODYS CORP 1,987 2,043
MORGAN STANLEY 2,965 3,728
MSCI INC 1,138 1,147
NASDAQ OMX GROUP 1,146 1,360
NETFLIX INC 3,680 6,563
NEWMONT GOLDCORP CORPORATION 1,144 1,797
NEXTERA ENERGY, INC 2,690 2,569
NIKE INC-CL B 2,344 1,210
NORFOLK SOUTHERN CORP 1,253 1,444
NORTHROP GRUMMAN CORP 1,396 1,711
NVIDIA CORP 8,996 71,802
NXP SEMICONDUCTORS 1,075 1,085
O'REILLY AUTOMOTIVE INC 1,499 1,551
OLD DOMINION FREIGHT LINE 972 1,098
OMNICOM GROUP 1,311 1,454
ONEOK INC 1,148 1,250
ORACLE CORP 260 5,263
PALANTIR TECHNOLOGIES INC 1,751 6,755
PALO ALTO NETWORKS INC 1,312 2,026
PARKER HANNIFIN CP 1,383 1,758
PEPSICO INC 2,797 2,870
PFIZER INC 3,151 2,465
PG & E CORP 934 916
PHILIP MORRIS INTL 2,761 4,010
PHILLIPS 66 561 903
PRINCIPAL FDS, INC. MIDCAP FD 75,000 69,527
PROCTER GAMBLE CO 4,119 4,443
PROGRESSIVE CORP OHIO 899 1,822
PROLOGIS 2,000 2,170
QUALCOMM INC 1,598 3,079
QUANTA SVCS INC 91 1,688
RAYTHEON TECHNOLOGIES CORP 1,260 4,035
REALTY INCOME CORP 1,029 1,071
REGENERON PHARMACEUTICALS INC 1,473 1,544
REGIONS FINANCIAL CORP 1,594 1,789
ROBINHOOD 1,712 1,470
ROCKWELL AUTOMATION INC 1,022 1,167
ROSS STORES, INC 1,306 1,621
ROYAL CARRIBEAN CRUISE 1,346 1,395
S&P GLOBAL INC COM 1,820 2,613
SALESFORCE.COM 3,765 3,974
SBA COMMUNICATIONS CORP 991 967
SCHLUMBERGER LTD 1,307 1,113
SEAGATE TECHNOLOGY HOLDINGS PL 1,112 1,102
SEMPRA ENERGY COM 981 1,059
SERVICE NOW 1,626 2,298
SHERWIN-WILLIAMS CO 1,457 1,296
SOUTHERN CO 1,437 1,482
STARBUCKS CORP COM 2,044 1,684
STRYKER CORPORATION 1,578 1,406
SYNOPSYS, INC 1,663 1,409
SYSCO CORP 1,025 1,032
T-MOBILE US INC 1,237 1,015
T. ROWE PRICE GROUP 1,467 1,536
TE CONNECTIVITY LTD 1,469 2,275
TESLA MOTORS INC 12,782 20,237
TEXAS INSTRUMENTS INC 1,886 1,908
THE BLACKSTONE GROUP INC CL A 2,065 1,850
THE COCA-COLA CO 3,012 4,334
THERMO FISHER SCIENTIFIC INC 3,057 4,056
THRIVENT SMALL CAP STOCK 65,000 69,685
TJX COMPANIES INC 2,784 3,379
TRANE TECHNOLOGIES PLC 1,784 1,946
TRANSDIGM GRP INC 1,304 1,330
TRAVELERS COMPANIES INC 731 1,450
UBER 2,437 2,778
UDR INC 1,259 1,357
UNION PACIFIC 1,687 1,619
UNITED PARCEL SERVICE 1,346 1,190
UNITED RENTALS INC 175 809
UNITEDHEALTH GROUP INC 3,762 3,961
US BANCORP 1,462 1,654
VALERO ENERGY CORP 943 1,140
VANGUARD 500 INDEX FUND ADM 457,618 1,847,762
VANGUARD INTERM- TERM GOVERNME 302,646 303,825
VANGUARD INTERMEDIATE TERM 704,389 789,415
VANGUARD INTERMEDIATE TERM INV 8,000 8,345
VERIZON COMMUNICATIONS 3,619 2,485
VERTEX PHARMCTLS INC 1,916 1,813
VISA INC 5,455 9,469
VISTRA ENERGY CORP 1,044 968
WAL-MART STORES INC 1,490 7,799
WALT DISNEY HOLDINGS CO 3,347 3,527
WARNER BROS. DISCOVERY, INC 1,130 1,441
WASTE MANAGEMENT INC 918 1,538
WEC ENERGY GROUP, INC 1,217 1,266
WELLS FARGO & CO 1,740 4,940
WELLTOWER INC. 1,711 2,227
WILLIAMS COS 905 962
WORKDAY INC 1,109 1,074
XCEL ENERGY INC 993 1,182
YUM BRANDS INC 1,031 1,059

TY 2025 InvestmentsOtherSchedule2
Name:
The John Bickford Foundation
EIN:
23-7167663
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
STARWOOD REAL ESTATE INCOME TR   250,000 203,039

TY 2025 LegalFeesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 576     576


TY 2025 OtherExpensesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 21,687     21,687
Administrative Set-Up Fee 4,000     4,000
Bank Charges 25 25    
Office Supplies 774     774
Postage/Delivery Service 296     296
State or Local Filing Fees 25     25


TY 2025 OtherIncomeSchedule2
Name:
The John Bickford Foundation
EIN:
23-7167663
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 42 42  


TY 2025 OtherIncreasesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Description Amount
TO ADJUST BOOK BASIS 2,486


TY 2025 OtherProfessionalFeesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administration of Foundation 2,173     2,173
Investment Management Services 21,315 21,315    


TY 2025 TaxesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 4,700      
990-PF Extension for 2024 1,600      
Foreign Tax Paid 7 7