Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WHITE SHERMAN & VIRGINIA PFDN
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0381
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

20-3970395
B Telephone number (see instructions)

(419) 259-4736
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$18,281,281J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 288,403 287,429  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,269,924
b Gross sales price for all assets on line 6a 4,173,106
7 Capital gain net income (from Part IV, line 2)... 1,269,924
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,558,327 1,557,353  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 89,349 67,012   22,337
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,005 4,005   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 107,554 71,017 0 23,537
25 Contributions, gifts, grants paid....... 787,096 787,096
26 Total expenses and disbursements. Add lines 24 and 25 894,650 71,017 0 810,633
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 663,677
b Net investment income (if negative, enter -0-) 1,486,336
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 198,461 541,038 541,038
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,312,854 Click to see attachment
List of Attached Documents:
// Content
12,633,520 		17,740,243
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,511,315 13,174,558 18,281,281
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,511,315 13,174,558
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,511,315 13,174,558
30 Total liabilities and net assets/fund balances (see instructions). 12,511,315 13,174,558
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
12,511,315
2
Enter amount from Part I, line 27a .....................
2
663,677
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
657
4
Add lines 1, 2, and 3 ..........................
4
13,175,649
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,091
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,174,558
Form 990-PF (2024)
Form 990-PF (2024)
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 13. ALLSTATE CORP COM   2022-05-04 2024-07-17
b 41. ALLSTATE CORP COM   2022-05-04 2024-10-31
c 96. ALPHABET INC   2024-07-12 2024-07-17
d 192. ALPHABET INC   2024-07-12 2024-10-31
e 58. AMAZON COM INC   2009-05-21 2024-07-17
107. AMAZON COM INC   2009-05-21 2024-10-31
21. AMERICAN EXPRESS CO INC COM   2023-05-03 2024-07-17
43. AMERICAN EXPRESS CO INC COM   2023-05-03 2024-10-31
18. AMERICAN WATER WORKS CO INC   2023-05-03 2024-07-17
35. AMERICAN WATER WORKS CO INC   2023-05-03 2024-10-31
664. AMERICAN WATER WORKS CO INC   2023-05-03 2024-12-13
2351. AMPHENOL CORP     2024-07-12
53. AMPHENOL CORP   2018-11-21 2024-07-17
722. AMPHENOL CORP   2018-11-21 2024-08-28
67. AMPHENOL CORP   2018-11-21 2024-10-31
1448. APPLE INC     2024-03-28
434. APPLE INC   2009-05-21 2024-07-12
38. APPLE INC   2009-05-21 2024-07-17
75. APPLE INC   2009-05-21 2024-10-31
49. ARCHER DANIELS MIDLAND CO COM   2024-03-28 2024-07-17
90. ARCHER DANIELS MIDLAND CO COM   2024-03-28 2024-10-31
1716. ARCHER DANIELS MIDLAND CO COM   2024-03-28 2024-12-13
161. BANK OF AMERICA CORP   2017-03-17 2024-07-17
321. BANK OF AMERICA CORP   2017-03-17 2024-10-31
1127. BIOMARIN PHARMACEUTICAL INC     2024-03-28
813. BIOMARIN PHARMACEUTICAL INC     2024-07-12
120. BROADCOM INC   2020-10-16 2024-07-12
44. BROADCOM INC   2020-10-16 2024-07-17
480. BROADCOM INC   2020-10-16 2024-08-28
66. BROADCOM INC   2020-10-16 2024-10-31
270. CAMECO CORP   2020-05-22 2024-07-17
530. CAMECO CORP   2020-05-22 2024-10-31
469. CAMECO CORP   2020-05-22 2024-12-13
92. COSTCO WHOLESALE CORP   2011-12-07 2024-03-28
3. COSTCO WHOLESALE CORP     2024-07-17
4. COSTCO WHOLESALE CORP   2011-12-07 2024-10-31
56. CUBESMART REIT   2023-05-03 2024-07-17
109. CUBESMART REIT   2023-05-03 2024-10-31
43. FISERV INC COM   2023-08-28 2024-07-17
78. FISERV INC COM   2023-08-28 2024-10-31
134. FREEPORT-MCMORAN INC     2024-07-17
262. FREEPORT-MCMORAN INC   2020-01-13 2024-10-31
87. GE HEALTHCARE TECHNOLOGIES INC   2023-05-03 2024-07-17
157. GE HEALTHCARE TECHNOLOGIES INC   2023-05-03 2024-10-31
52. GITLAB INC   2024-03-28 2024-07-17
95. GITLAB INC   2024-03-28 2024-10-31
228. HEALTHPEAK PROPERTIES INC   2024-08-28 2024-10-31
49. HESS CORP   2021-11-19 2024-07-17
530. HESS CORP   2021-11-19 2024-08-28
68. HESS CORP   2021-11-19 2024-10-31
20. HONEYWELL INTERNATIONAL INC   2022-05-04 2024-07-17
40. HONEYWELL INTERNATIONAL INC   2024-07-12 2024-10-31
89. ILLUMINA INC   2024-08-28 2024-10-31
70000. INTEL CORP   2022-05-18 2024-08-26
73. INVITATION HOMES INC   2021-11-19 2024-07-17
144. INVITATION HOMES INC   2021-11-19 2024-10-31
2722. INVITATION HOMES INC   2021-11-19 2024-11-04
1000. ISHARES MSCI EAFE INDEX FUND CLOSED-END FUND     2024-01-25
29. JOHNSON & JOHNSON   2022-05-04 2024-07-17
936. JOHNSON & JOHNSON     2024-08-28
321. KENVUE INC   2023-08-28 2024-07-17
640. KENVUE INC   2023-08-28 2024-10-31
4. ELI LILLY & CO   2024-03-28 2024-07-17
9. ELI LILLY & CO   2024-03-28 2024-10-31
14. LULULEMON ATHLETICA INC   2024-03-28 2024-07-17
24. LULULEMON ATHLETICA INC   2024-03-28 2024-10-31
53. MICROSOFT CORP   2017-03-17 2024-07-17
97. MICROSOFT CORP   2024-03-28 2024-10-31
69. MOLSON COORS BREWING CO   2023-11-27 2024-03-28
2299. MOLSON COORS BREWING CO   2022-11-09 2024-03-28
2583.98 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL   2018-02-28 2024-09-05
104. NEWMONT MINING CORP CAP COM   2024-07-12 2024-07-17
227. NEWMONT MINING CORP CAP COM   2024-08-28 2024-10-31
137. NVIDIA CORP   2023-05-03 2024-07-17
255. NVIDIA CORP   2023-05-03 2024-10-31
127. PG&E CORP   2023-05-03 2024-07-17
5002. PG&E CORP   2023-05-03 2024-08-28
13. PARKER HANNIFIN CORP COM   2020-10-16 2024-07-17
24. PARKER HANNIFIN CORP COM   2020-10-16 2024-10-31
151. PARKER HANNIFIN CORP COM     2024-11-04
20. PEPSICO INC CAP   2022-11-09 2024-07-17
36. PEPSICO INC CAP   2022-11-09 2024-10-31
10783.77 PIMCO MORTAGE OPP & BOND FD INST   2017-07-11 2024-01-26
110. S&P GLOBAL INC   2022-05-04 2024-03-28
8. S&P GLOBAL INC   2022-05-04 2024-07-17
16. S&P GLOBAL INC   2023-08-28 2024-10-31
36. T-MOBILE US INC   2022-11-09 2024-07-17
65. T-MOBILE US INC   2022-11-09 2024-10-31
393. T-MOBILE US INC   2022-11-09 2024-11-04
31. TRADE DESK INC   2024-07-12 2024-07-17
62. TRADE DESK INC   2024-07-12 2024-10-31
23. TRACTOR SUPPLY CO COM   2022-05-04 2024-07-17
608. TRACTOR SUPPLY CO COM   2022-05-04 2024-08-28
31. ULTA BEAUTY INC   2024-08-28 2024-10-31
5. UNITEDHEALTH GROUP INC   2021-03-26 2024-07-17
9. UNITEDHEALTH GROUP INC   2021-03-26 2024-10-31
21. VULCAN MATERIALS CO COM   2022-11-09 2024-07-17
38. VULCAN MATERIALS CO COM   2022-11-09 2024-10-31
720. VULCAN MATERIALS CO COM   2022-11-09 2024-11-04
1680. WELLS FARGO & COMPANY     2024-07-12
105. WELLS FARGO & COMPANY   2021-03-26 2024-07-17
210. WELLS FARGO & COMPANY   2021-03-26 2024-10-31
199. WEST PHARMACEUTICAL SERVICES INC   2021-11-19 2024-03-28
3141. WHEATON PRECIOUS METALS CORP     2024-07-12
28. XYLEM INC   2023-05-03 2024-07-17
51. XYLEM INC   2023-05-03 2024-10-31
29. ZSCALER INC   2024-07-12 2024-07-17
59. ZSCALER INC   2024-07-12 2024-10-31
35. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-11-27 2024-07-17
64. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-11-27 2024-10-31
1212. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-11-27 2024-11-04
768. STERIS PLC   2023-05-03 2024-03-28
1512. TRANSOCEAN LTD FGN COM   2023-08-28 2024-07-17
3010. TRANSOCEAN LTD FGN COM   2023-11-27 2024-10-31
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,198   1,728 470
b 7,701   5,450 2,251
c 17,463   17,800 -337
d 32,925   35,601 -2,676
e 10,973   219 10,754
19,891   405 19,486
5,219   3,244 1,975
11,648   6,643 5,005
2,553   2,675 -122
4,858   5,201 -343
86,327   98,675 -12,348
165,575   76,027 89,548
3,629   1,128 2,501
48,116   15,366 32,750
4,494   1,426 3,068
247,796   84,831 162,965
100,235   1,915 98,320
8,695   168 8,527
17,040   331 16,709
3,194   3,095 99
4,989   5,685 -696
89,374   108,396 -19,022
7,091   4,013 3,078
13,472   8,001 5,471
98,358   101,323 -2,965
68,795   70,440 -1,645
204,895   45,763 159,132
7,092   1,678 5,414
76,646   18,305 58,341
11,156   2,517 8,639
13,382   2,678 10,704
27,731   5,257 22,474
25,765   4,652 21,113
67,202   8,028 59,174
2,540   262 2,278
3,499   349 3,150
2,748   2,496 252
5,273   4,857 416
6,762   5,256 1,506
15,507   9,535 5,972
6,630   2,267 4,363
11,822   3,555 8,267
7,266   6,875 391
13,757   12,406 1,351
2,907   3,054 -147
5,076   5,579 -503
5,169   5,052 117
7,511   3,727 3,784
72,232   40,310 31,922
9,208   5,172 4,036
4,373   4,092 281
8,238   8,605 -367
12,875   11,660 1,215
66,634   69,413 -2,779
2,619   2,990 -371
4,553   5,898 -1,345
85,976   111,482 -25,506
74,644   58,256 16,388
4,501   5,207 -706
153,913   168,070 -14,157
5,929   7,282 -1,353
14,703   14,518 185
3,693   3,148 545
7,549   7,084 465
4,082   5,495 -1,413
7,152   9,420 -2,268
23,539   3,447 20,092
39,711   40,725 -1,014
4,628   4,150 478
154,204   115,316 38,888
50,000   56,718 -6,718
5,077   4,950 127
10,372   11,803 -1,431
16,567   3,827 12,740
33,892   7,123 26,769
2,275   2,207 68
94,643   86,940 7,703
7,343   2,927 4,416
15,201   5,403 9,798
96,361   30,100 66,261
3,348   3,605 -257
6,020   6,488 -468
100,720   119,246 -18,526
46,755   39,478 7,277
3,898   2,871 1,027
7,727   6,236 1,491
6,600   5,407 1,193
14,556   9,763 4,793
87,985   59,027 28,958
3,056   3,081 -25
7,409   6,162 1,247
6,471   4,857 1,614
167,126   128,382 38,744
11,473   11,575 -102
2,825   1,857 968
5,110   3,343 1,767
5,455   3,574 1,881
10,494   6,467 4,027
194,347   122,541 71,806
94,094   68,721 25,373
6,326   4,176 2,150
13,694   8,352 5,342
78,773   90,246 -11,473
186,702   155,940 30,762
3,943   2,946 997
6,263   5,366 897
5,776   5,841 -65
10,687   11,884 -1,197
3,715   2,720 995
6,445   4,974 1,471
121,880   94,197 27,683
172,260   145,173 27,087
8,550   11,783 -3,233
13,123   19,231 -6,108
      36,867
      36,867
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      36,867
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      36,867
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      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
      36,867
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       470
b       2,251
c       -337
d       -2,676
e       10,754
      19,486
      1,975
      5,005
      -122
      -343
      -12,348
      89,548
      2,501
      32,750
      3,068
      162,965
      98,320
      8,527
      16,709
      99
      -696
      -19,022
      3,078
      5,471
      -2,965
      -1,645
      159,132
      5,414
      58,341
      8,639
      10,704
      22,474
      21,113
      59,174
      2,278
      3,150
      252
      416
      1,506
      5,972
      4,363
      8,267
      391
      1,351
      -147
      -503
      117
      3,784
      31,922
      4,036
      281
      -367
      1,215
      -2,779
      -371
      -1,345
      -25,506
      16,388
      -706
      -14,157
      -1,353
      185
      545
      465
      -1,413
      -2,268
      20,092
      -1,014
      478
      38,888
      -6,718
      127
      -1,431
      12,740
      26,769
      68
      7,703
      4,416
      9,798
      66,261
      -257
      -468
      -18,526
      7,277
      1,027
      1,491
      1,193
      4,793
      28,958
      -25
      1,247
      1,614
      38,744
      -102
      968
      1,767
      1,881
      4,027
      71,806
      25,373
      2,150
      5,342
      -11,473
      30,762
      997
      897
      -65
      -1,197
      995
      1,471
      27,683
      27,087
      -3,233
      -6,108
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,269,924
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 20,660
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 20,660
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,660
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,466
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,466
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 62
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,256
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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)
right arrowOH
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 2024 or the taxable year beginning in 2024? 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 addressright arrow  
14
The books are in care ofright arrowKEYBANK NA Telephone no.right arrow (216) 813-4548

Located atright arrow4900 TIEDEMAN RD OH-01-49-0381BROOKLYNOH ZIP+4right arrow441442302
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
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 ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 .........right arrow
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
KEYBANK N A TRUSTEE
1 		89,349    
127 PUBLIC SQUARE
CLEVELAND,OH44144
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
17,805,425
b
Average of monthly cash balances.......................
1b
40,389
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,845,814
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
17,845,814
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
267,687
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,578,127
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
878,906
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
878,906
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,660
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,660
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
858,246
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
858,246
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
858,246
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, column (d), line 26 ..........
1a
810,633
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
810,633
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 858,246
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 35,903
b From 2020...... 14,334
c From 2021...... 0
d From 2022...... 139,973
e From 2023...... 53,966
f Total of lines 3a through e ........ 244,176
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 810,633
a Applied to 2023, 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 2024 distributable amount..... 810,633
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 47,613 47,613
(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 5 196,563
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		196,563
10 Analysis of line 9:
a Excess from 2020.... 2,624
b Excess from 2021.... 0
c Excess from 2022.... 139,973
d Excess from 2023.... 53,966
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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, b, or c 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 right arrow 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, b, c, and d. 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 (2024)
Form 990-PF (2024)
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

THE TIFFIN COMMUNITY FOUNDATION

31 S WASHINGTON ST
TIFFIN,OH448832350 		NONE PC GENERAL OPERATING 314,838

TIFFIN SENECA LIBRARY FDN

77 JEFFERSON ST
TIFFIN,OH448832304 		NONE PC GENERAL OPERATING 78,710

HEIDELBERG COLLEGE

310 E MARKET ST
TIFFIN,OH448832434 		NONE PC GENERAL OPERATING 196,774

MERCY HOSPITAL OF TIFFIN

2525 CHERRY ST
TOLEDO,OH43608 		NONE PC GENERAL OPERATING 78,710

FIRST PRESBYTERIAN CHURCH OF TIFFIN

96 S MONROE ST
TIFFIN,OH448832837 		NONE PC GENERAL OPERATING 118,064
Total .................................right arrow 3a 787,096
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 288,403  
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 1,269,924  
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) ..   1,558,327  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,558,327
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2024 InvestmentsOtherSchedule2
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
023135106 AMAZON COM INC AT COST 50,578 444,484
03027X100 AMERICAN TOWER CORP      
03076C106 AMERIPRISE FINANCIAL      
032095101 AMPHENOL CORP AT COST 28,072 91,605
060505104 BANK OF AMERICA CORP AT COST 192,165 268,095
11135F101 BROADCOM INC AT COST 49,196 299,074
22160K105 COSTCO WHOLESALE COR AT COST 7,504 78,799
231021106 CUMMINS INC      
235851102 DANAHER CORP DEL      
254687106 WALT DISNEY CO      
437076102 HOME DEPOT INC      
464287226 ISHARES CORE US AGGR      
464287465 ISHARES MSCI EAFE IN AT COST 92,848 134,359
464287499 ISHARES RUSSELL MIDC AT COST 112,836 355,014
464287655 ISHARES RUSSELL 2000 AT COST 223,678 709,503
46432F842 ISHARES CORE MSCI EA AT COST 325,010 404,110
57060D108 MARKETAXESS HOLDINGS      
67066G104 NVIDIA CORP AT COST 79,235 649,695
701094104 PARKER HANNIFIN CORP AT COST 55,328 188,265
742718109 PROCTER & GAMBLE CO      
92206C771 VANGUARD MTG-BACKED AT COST 396,386 335,516
998152330 CHARITABLE REAL ASSE AT COST 720,456 776,559
256677105 DOLLAR GENERAL CORP      
38141GVS0 GOLDMAN SACHS GROUP AT COST 78,519 53,095
91324P102 UNITEDHEALTH GROUP I AT COST 66,485 90,549
949746SH5 WELLS FARGO & CODTD      
23331A109 D R HORTON INC      
75513E101 RAYTHEON TECHNOLOGIE      
26442CAZ7 DUKE ENERGY CAROLINA AT COST 57,377 33,317
962879102 WHEATON PRECIOUS MET      
72369L107 PIONEER ILS INTERVAL AT COST 140,000 145,372
40056FWS0 GS FINANCE CORP      
912828TY6 UNITED STATES TREAS      
949746101 WELLS FARGO CO AT COST 158,403 279,766
46625H100 JP MORGAN CHASE & CO      
35671D857 FREEPORT-MCMORAN INC AT COST 67,190 189,562
955306105 WEST PHARMACEUTICAL      
06051GHA0 BANK OF AMERICA CORP AT COST 84,802 53,960
58933YAT2 MERCK & CO INCDTD 2/      
020002AZ4 ALLSTATE CORPDTD 6/7      
037833100 APPLE INC AT COST 6,296 357,349
74256W584 PRINCIPAL MIDCAP FUN AT COST 186,111 420,059
478160BY9 JOHNSON & JOHNSONDTD AT COST 60,108 58,658
09260B747 BLACKROCK FLOATING R      
912828P46 UNITED STATES TREAS      
38246G108 GOODRX HOLDINGS INC      
912810SF6 UNITED STATES TREAS AT COST 93,759 50,928
594918104 MICROSOFT CORP AT COST 277,292 774,296
58013MEY6 MCDONALDS CORPDTD 12      
98978V103 ZOETIS INC      
500754106 KRAFT HEINZ CO      
998142411 CHARITABLE ALTERNATI AT COST 569,171 683,622
98419M100 XYLEM INC AT COST 102,598 113,352
912828YB0 UNITED STATES TREAS AT COST 118,947 106,505
09061G101 BIOMARIN PHARMACEUTI      
00206RCN0 AT&T INC DTD 5/4/201      
169656105 CHIPOTLE MEXICAN GRI      
42809H107 HESS CORP AT COST 99,682 176,105
912828Y95 UNITED STATES TREAS AT COST 100,724 96,415
46653M849 JOHCM INTERNATIONAL AT COST 348,750 342,450
776696106 ROPER TECHNOLOGIES I      
91324PDT6 UNITEDHEALTH GROUP I AT COST 77,566 55,362
641224415 NEUBERGER BERMAN EME AT COST 390,962 456,761
166764AH3 CHEVRON CORPDTD 6/24      
46137V357 INVESCO S&P 500 EQUA      
29788T103 E2OPEN PARENT HOLDIN      
68389XBC8 ORACLE CORPDTD 5/5/2      
72201U638 PIMCO MORTAGE OPP & AT COST 146,807 122,407
38142V845 GOLDMAN SACHS INTL E AT COST 623,991 657,434
9128284N7 UNITED STATES TREAS AT COST 134,564 124,176
13321L108 CAMECO CORP AT COST 88,962 493,498
37045XBQ8 GENERAL MOTORS FINAN      
3130AKXA9 FEDERAL HOME LN BANK AT COST 79,920 76,706
46187W107 INVITATION HOMES INC      
883556102 THERMO FISHER SCIENT      
65339F101 NEXTERA ENERGY INC      
25746U109 DOMINION ENERGY INC      
61746BDZ6 MORGAN STANLEYDTD 1/ AT COST 65,000 64,497
464287234 ISHARES MSCI EMERGIN AT COST 75,901 96,186
172967LU3 VR CITIGROUP INC AT COST 73,605 54,183
02079K305 ALPHABET INC AT COST 203,106 689,431
437076BZ4 HOME DEPOT INC      
38141GWV2 GOLDMAN SACHS GROUP AT COST 64,818 57,707
75968NAD3 RENAISSANCERE HOLDIN AT COST 47,670 47,077
020002101 ALLSTATE CORP AT COST 105,282 152,690
60871R209 MOLSON COORS BREWING      
78468R200 SPDR BLMBG BARCLAYS      
478160104 JOHNSON & JOHNSON      
31428XCE4 FEDEX CORP AT COST 55,469 51,202
166756AR7 CHEVRON USA INC AT COST 48,768 49,320
40057KUL5 GS FINANCE CORP AT COST 350,000 510,055
166764100 CHEVRON CORP      
912828U24 UNITED STATES TREAS AT COST 121,064 119,970
872590104 T-MOBILE US INC AT COST 126,466 185,855
438516106 HONEYWELL INTERNATIO AT COST 158,419 171,902
459200JZ5 INTERNATIONAL BUSINE AT COST 101,986 98,195
458140BR0 INTEL CORP      
713448108 PEPSICO INC AT COST 123,634 104,313
929160109 VULCAN MATERIALS CO      
037833EP1 APPLE INC DTD 8/8/20 AT COST 48,759 45,804
892356106 TRACTOR SUPPLY CO      
78409V104 S&P GLOBAL INC AT COST 111,519 150,903
912810RV2 US TREASURY TREAS BD AT COST 120,552 92,625
778296AF0 ROSS STORES INC AT COST 47,752 47,610
035240AG5 ANHEUSER-BUSCH INBEV AT COST 49,300 46,466
44107P104 HOST HOTELS & RESORT      
00287YCA5 ABBVIE INC AT COST 45,524 42,717
025816109 AMERICAN EXPRESS CO AT COST 123,894 238,026
030420103 AMERICAN WATER WORKS      
229663109 CUBESMART AT COST 92,286 88,657
337738108 FISERV INC AT COST 181,531 305,049
36266G107 GE HEALTHCARE TECHNO AT COST 232,148 233,993
49177J102 KENVUE INC AT COST 295,207 297,982
550021109 LULULEMON ATHLETICA AT COST 222,451 233,270
69331C108 PG&E CORP      
912810QA9 UNITED STATES TREAS AT COST 103,301 96,416
912810RK6 UNITED STATES TREAS AT COST 57,949 52,037
912810SQ2 UNITED STATES TREAS AT COST 31,381 29,814
912810SY5 US TREASURY BONDS 2. AT COST 26,029 24,837
9128285M8 UNITED STATES TREAS AT COST 96,609 95,689
98980G102 ZSCALER INC AT COST 215,525 200,255
G7997R103 SEAGATE TECHNOLOGY H      
G8473T100 STERIS PLC      
H8817H100 TRANSOCEAN LTD AT COST 398,895 234,630
125523AH3 CIGNA CORP 4.375% 10 AT COST 49,448 49,014
16115Q308 CHART INDUSTRIES INC AT COST 200,587 276,145
268150109 DYNATRACE INC AT COST 190,270 189,029
37637K108 GITLAB INC AT COST 198,108 194,971
42250P103 HEALTHPEAK PROPERTIE AT COST 98,643 90,242
452327109 ILLUMINA INC AT COST 227,698 232,249
516544103 LANTHEUS HOLDINGS IN AT COST 204,868 196,901
532457108 LILLY ELI & CO AT COST 121,217 118,888
651639106 NEWMONT MINING CORP AT COST 211,861 164,699
88339J105 TRADE DESK INC AT COST 116,969 138,333
90384S303 ULTA BEAUTY INC AT COST 228,884 266,612
91282CJZ5 UNITED STATES TREAS AT COST 70,889 67,015

TY 2024 OtherDecreasesSchedule
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 600
ROC ADJUSTMENT ON CY SALES 457
TAX LOT COST BASIS ADJUSTMENT 34


TY 2024 OtherExpensesSchedule
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAXES PAID 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Description Amount
ADJ FOR ACCRUED INTEREST CARRYOVER 648
ROUNDING 9


TY 2024 TaxesSchedule
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,742 2,742   0
FEDERAL ESTIMATES - INCOME 13,000 0   0
FOREIGN TAXES ON NONQUALIFIED 1,263 1,263   0