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 02-01-2024 , and ending 01-31-2025
Name of foundation
WOODWARD BERNAL R CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

31-1713056
B Telephone number (see instructions)

(412) 209-4802
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$656,915J 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... 13,567 13,529  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,179
b Gross sales price for all assets on line 6a 95,662
7 Capital gain net income (from Part IV, line 2)... 32,179
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........ 45,746 45,708  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,411 8,329   2,082
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).......        
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
838 264   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
225 25   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,474 8,618 0 2,282
25 Contributions, gifts, grants paid....... 28,902 28,902
26 Total expenses and disbursements. Add lines 24 and 25 40,376 8,618 0 31,184
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,370
b Net investment income (if negative, enter -0-) 37,090
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.............   -1,706 -1,706
2 Savings and temporary cash investments......... 10,127 10,435 10,435
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)....... 85,271 Click to see attachment
List of Attached Documents:
// Content
86,597 		196,480
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).......... 384,182 Click to see attachment
List of Attached Documents:
// Content
389,483 		451,706
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) 479,580 484,809 656,915
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........ 479,580 484,809
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)..... 479,580 484,809
30 Total liabilities and net assets/fund balances (see instructions). 479,580 484,809
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
479,580
2
Enter amount from Part I, line 27a .....................
2
5,370
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
484,950
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
141
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
484,809
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 3. ABBVIE INC   2020-02-12 2024-02-29
b 5. MERCK & CO INC   2020-09-24 2024-02-29
c 9. ZOETIS INC     2024-02-29
d 4. DEERE & CO   2021-01-13 2024-04-01
e 39. INTERPUBLIC GROUP COMPANIES INC   2020-11-20 2024-04-01
3. ABBOTT LABORATORIES INC     2024-04-18
1. ABBVIE INC   2020-02-12 2024-04-18
1. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-04-18
3. ALPHABET INC/CA-CL A   2023-10-03 2024-04-18
1. ALPHABET INC/CA-CL A   2009-03-13 2024-04-18
4. AMAZON COM INC   2023-08-25 2024-04-18
8. APPLE INC   2006-08-07 2024-04-18
1. ATMOS ENERGY CORP   2024-01-25 2024-04-18
6. BANK OF AMERICA CORP   2023-11-28 2024-04-18
1. BLACKROCK INC EXCH 10/02/2024   2020-08-07 2024-04-18
2. BLACKSTONE INC   2021-11-22 2024-04-18
3. BOSTON SCIENTIFIC CORP   2023-09-06 2024-04-18
1. BROADCOM INC   2019-02-08 2024-04-18
1. CDW CORP/DE   2019-07-12 2024-04-18
6. CSX CORP   2024-04-01 2024-04-18
1. CELANESE CORP   2023-04-12 2024-04-18
1. CHEVRON CORPORATION   2022-03-03 2024-04-18
1. CINTAS CORP   2019-04-24 2024-04-18
3. COMCAST CORPORATION CL A   2021-11-05 2024-04-18
2. DIMENSIONAL INTERNATIONAL VA ETF   2023-11-14 2024-04-18
1. DISNEY WALT CO   2024-04-01 2024-04-18
2. EXXON MOBIL CORP   2021-02-19 2024-04-18
1. META PLATFORMS INC   2023-10-03 2024-04-18
3. FOX CORP - CLASS A - W/I   2022-04-20 2024-04-18
1. HONEYWELL INTL INC   2023-11-28 2024-04-18
74.019 WCM FOCUSED INTL GROWTH-INS   2023-09-25 2024-04-18
29.641 WCM FOCUSED INTL GROWTH-INS   2022-10-18 2024-04-18
10. ISHARES CORE S&P 500   2022-10-18 2024-04-18
20. ISHARES MSCI INTL QUALITY FACTOR ETF     2024-04-18
2. JPMORGAN CHASE & CO   2009-06-30 2024-04-18
1. ELI LILLY & CO   2018-07-13 2024-04-18
1. MASTERCARD INC CL A   2021-11-22 2024-04-18
1. MCDONALD'S CORP   2022-11-22 2024-04-18
1. MERCK & CO INC   2020-09-24 2024-04-18
3. MICROSOFT CORP   2009-11-02 2024-04-18
2. MORGAN STANLEY   2020-01-27 2024-04-18
17.621 OBERWEIS SMALL CAP OPPPRTUNITES INSTL   2024-01-23 2024-04-18
1. PEPSICO INC   2023-09-06 2024-04-18
2. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2024-04-18
2. PROCTER & GAMBLE CO     2024-04-18
3. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-04-18
1. STRYKER CORP   2021-07-29 2024-04-18
2. TJX COMPANIES INC NEW   2023-02-09 2024-04-18
2. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2024-04-18
13.375 TOUCHSTONE MIDCAP VALUE FUND INS CLASS FD 552   2024-01-23 2024-04-18
1. VISA INC CLASS A SHARES   2013-02-08 2024-04-18
1. WEC ENERGY GROUP INC   2009-03-13 2024-04-18
16. WISDOMTREE U.S. QUALITY DIVI   2023-09-25 2024-04-18
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2024-04-18
1. ABBOTT LABORATORIES INC   2021-02-10 2024-07-19
38.587 LSV SMALL CAP FUND-INST   2024-01-23 2024-07-19
2. ALPHABET INC/CA-CL A   2009-03-13 2024-07-19
1. AMAZON COM INC   2023-08-25 2024-07-19
2. APPLE INC   2006-08-07 2024-07-19
1. ATMOS ENERGY CORP   2024-01-25 2024-07-19
3. BANK OF AMERICA CORP   2023-11-28 2024-07-19
1. BOSTON SCIENTIFIC CORP   2023-09-06 2024-07-19
4. CSX CORP   2024-04-01 2024-07-19
1. CADENCE DESIGN SYSTEMS INC   2023-06-02 2024-07-19
1. CHEVRON CORPORATION   2022-03-03 2024-07-19
1. COMCAST CORPORATION CL A   2021-11-05 2024-07-19
1. EXXON MOBIL CORP   2021-02-19 2024-07-19
2. FOX CORP - CLASS A - W/I   2022-04-20 2024-07-19
3.701 OAKMARK INTL SM CAP-R6   2024-04-18 2024-07-19
20.761 HENNESSY FOCUS FUND CLASS INS   2024-01-23 2024-07-19
1. HOME DEPOT INC   2021-04-07 2024-07-19
1. HONEYWELL INTL INC   2023-11-28 2024-07-19
1. ILLINOIS TOOL WORKS INC   2024-04-01 2024-07-19
6. ISHARES CORE S&P 500   2022-10-18 2024-07-19
4. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-25 2024-07-19
1. MERCK & CO INC   2020-09-24 2024-07-19
1. MICROSOFT CORP   2009-11-02 2024-07-19
30.665 OBERWEIS SMALL CAP OPPPRTUNITES INSTL   2024-01-23 2024-07-19
1. PEPSICO INC   2023-09-06 2024-07-19
1. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2024-07-19
1. QUANTA SVCS INC   2020-09-01 2024-07-19
1. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-07-19
1. SERVICE NOW INC   2023-06-02 2024-07-19
1. TJX COMPANIES INC NEW   2023-02-09 2024-07-19
17.644 TOUCHSTONE SANDS EM GR-R6   2022-02-28 2024-07-19
3.474 TOUCHSTONE MIDCAP VALUE FUND INS CLASS FD 552   2024-01-23 2024-07-19
1. UNITEDHEALTH GROUP INC   2021-05-26 2024-07-19
52.921 WASATCH INTL OPPORTUNIT-INST   2019-05-29 2024-07-19
13. WISDOMTREE U.S. QUALITY DIVI   2023-09-25 2024-07-19
1. CHUBB LTD SEDOL B3BQMF6   2023-05-16 2024-07-19
31. COMCAST CORPORATION CL A     2024-08-15
1. ELI LILLY & CO   2018-07-13 2024-08-15
3. TJX COMPANIES INC NEW   2023-02-09 2024-08-15
100.904 WASATCH INTL OPPORTUNIT-INST     2024-08-20
2885.084 WASATCH INTL OPPORTUNIT-INST     2024-08-20
3. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-09-23
14. FOX CORP - CLASS A - W/I   2022-04-20 2024-09-23
13. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-09-23
21. CSX CORP     2024-10-29
60. CSX CORP   2023-07-07 2024-10-29
2. CINTAS CORP   2019-04-24 2024-10-29
11. CELANESE CORP   2023-04-12 2024-11-06
27. SCHLUMBERGER LTD SEDOL 2779201   2021-05-25 2024-11-06
185. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-25 2024-11-19
4. ABBVIE INC   2020-02-12 2024-11-22
8. BOSTON SCIENTIFIC CORP   2023-09-06 2024-11-22
6. BROADCOM INC   2019-02-08 2024-11-22
8. CDW CORP/DE     2024-11-22
1. ELI LILLY & CO   2018-07-16 2024-11-22
1. STRYKER CORP   2019-08-08 2024-11-22
5. APPLE INC   2006-08-07 2024-11-25
2. MICROSOFT CORP   2009-11-02 2024-11-25
5. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-12-09 2024-11-25
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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 533   290 243
b 640   392 248
c 1,798   1,774 24
d 1,623   1,212 411
e 1,265   833 432
318   378 -60
166   97 69
230   254 -24
467   400 67
156   8 148
724   528 196
1,341   19 1,322
114   112 2
214   177 37
756   581 175
240   287 -47
204   159 45
1,279   271 1,008
237   116 121
208   221 -13
155   110 45
158   153 5
666   215 451
118   162 -44
72   65 7
113   122 -9
238   105 133
507   305 202
92   117 -25
191   193 -2
1,784   1,518 266
714   531 183
5,042   3,704 1,338
757   725 32
364   68 296
749   90 659
459   338 121
271   275 -4
125   78 47
1,225   84 1,141
181   107 74
414   401 13
171   174 -3
181   207 -26
313   237 76
154   95 59
333   270 63
187   163 24
264   212 52
300   293 7
272   39 233
80   19 61
1,165   1,027 138
316   171 145
102   126 -24
743   686 57
356   16 340
183   132 51
449   5 444
122   112 10
129   88 41
77   53 24
139   148 -9
279   232 47
160   153 7
40   54 -14
117   52 65
74   78 -4
73   70 3
1,010   918 92
363   314 49
216   193 23
243   268 -25
3,312   2,223 1,089
343   296 47
126   78 48
436   28 408
803   698 105
169   174 -5
107   98 9
260   52 208
50   32 18
750   550 200
112   81 31
259   293 -34
82   76 6
567   414 153
168   184 -16
1,030   834 196
260   200 60
1,211   409 802
928   90 838
331   244 87
326   282 44
9,319   8,847 472
870   762 108
566   547 19
560   411 149
697   722 -25
1,992   2,010 -18
416   107 309
1,019   1,205 -186
1,144   853 291
16,836   13,702 3,134
700   387 313
730   424 306
986   163 823
1,436   923 513
756   89 667
385   217 168
1,165   12 1,153
840   56 784
937   530 407
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      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
      7,159
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       243
b       248
c       24
d       411
e       432
      -60
      69
      -24
      67
      148
      196
      1,322
      2
      37
      175
      -47
      45
      1,008
      121
      -13
      45
      5
      451
      -44
      7
      -9
      133
      202
      -25
      -2
      266
      183
      1,338
      32
      296
      659
      121
      -4
      47
      1,141
      74
      13
      -3
      -26
      76
      59
      63
      24
      52
      7
      233
      61
      138
      145
      -24
      57
      340
      51
      444
      10
      41
      24
      -9
      47
      7
      -14
      65
      -4
      3
      92
      49
      23
      -25
      1,089
      47
      48
      408
      105
      -5
      9
      208
      18
      200
      31
      -34
      6
      153
      -16
      196
      60
      802
      838
      87
      44
      472
      108
      19
      149
      -25
      -18
      309
      -186
      291
      3,134
      313
      306
      823
      513
      667
      168
      1,153
      784
      407
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 32,179
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) 1 516
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........................... 3 516
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- ..... 5 516
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 323
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.............. 7 323
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 193
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 209-4802

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
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
PNC BANK N A TRUSTEE
2 		10,411    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
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
641,481
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
641,481
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
641,481
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,622
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
631,859
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
31,593
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
31,593
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
516
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
516
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
31,077
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
31,077
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
31,077
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
31,184
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
31,184
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 31,077
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...... 2,190
b From 2020...... 1,604
c From 2021...... 0
d From 2022...... 6,931
e From 2023...... 2,915
f Total of lines 3a through e ........ 13,640
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 31,184
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..... 31,077
e Remaining amount distributed out of corpus 107
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 13,747
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) ... 		2,190
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		11,557
10 Analysis of line 9:
a Excess from 2020.... 1,604
b Excess from 2021.... 0
c Excess from 2022.... 6,931
d Excess from 2023.... 2,915
e Excess from 2024.... 107
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

AMERICAN CANCER SOCIETY

PO BOX 720366
OKLAHOMA CITY,OK73162 		NONE PC GENERAL SUPPORT 4,335

SYRACUSE UNIVERSITY

621 SKYTOP ROAD
SYRACUSE,NY13244 		NONE PC GENERAL SUPPORT 2,890

CHILDREN'S HOSPITAL OF
CINCINNATI OHIO
3333 BURNET AVE CH-3
CINCINNATI,OH45229 		NONE PC GENERAL SUPPORT 2,023

CHRIST HOSPITAL FOUNDATION

625 EDEN PARK DRIVE
CINCINNATI,OH45219 		NONE PC GENERAL SUPPORT 1,445

UNIVERSITY OF CINCINNATI

500 UNIVERSITY HALL ML 641
CINCINNATI,OH45221 		NONE PC GENERAL SUPPORT 5,781

ACACIA FRATERNITY FOUNDATION INC

8777 PURDUE ROAD
INDIANAPOLIS,IN46268 		NONE PC GENERAL SUPPORT 867

SHRINERS HOSPITAL FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33607 		NONE PC GENERAL SUPPORT 2,890

BEREA COLLEGE

CPO 2346
BEREA,KY40404 		NONE PC GENERAL SUPPORT 8,671
Total .................................right arrow 3a 28,902
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 13,567  
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 32,179  
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) ..   45,746  
13Total. Add line 12, columns (b), (d), and (e)..................
13
45,746
(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 ExplnOfNonFilingWithAGStmt
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpStockSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 825 1,839
009158106 AIR PRODUCTS & CHEMI    
02079K305 ALPHABET INC/CA-CL A 436 11,017
023135106 AMAZON COM INC 3,715 10,933
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 138 13,452
053332102 AUTOZONE INC 778 3,350
060505104 BANK OF AMERICA CORP 1,927 3,148
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 922 7,523
12514G108 CDW CORP/DE    
172908105 CINTAS CORP 752 2,808
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 879 3,920
244199105 DEERE & CO    
30303M102 META PLATFORMS INC 2,237 9,649
34959E109 FORTINET INC    
437076102 HOME DEPOT INC 617 3,296
460690100 INTERPUBLIC GROUP CO    
46625H100 JPMORGAN CHASE & CO 645 5,079
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 446 4,055
539830109 LOCKHEED MARTIN CORP    
58933Y105 MERCK & CO INC 1,609 2,174
594918104 MICROSOFT CORP 938 14,527
617446448 MORGAN STANLEY 961 2,492
620076307 MOTOROLA SOLUTIONS I 831 2,346
742718109 PROCTER & GAMBLE CO 1,154 2,158
74762E102 QUANTA SVCS INC 417 2,461
78409V104 S&P GLOBAL INC 541 2,607
863667101 STRYKER CORP 1,087 1,956
874039100 TAIWAN SEMICONDUCTOR 1,027 2,093
879360105 TELEDYNE TECHNOLOGIE 1,025 1,534
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I 1,267 3,797
92826C839 VISA INC 394 3,418
92939U106 WEC ENERGY GROUP INC 227 1,191
G1151C101 ACCENTURE PLC CLASS 1,029 2,310
002824100 ABBOTT LABORATORIES 2,433 2,559
053611109 AVERY DENNISON CORP    
09260D107 BLACKSTONE INC 2,015 2,480
30231G102 EXXON MOBIL CORP 1,516 3,098
38141G104 GOLDMAN SACHS GROUP    
57636Q104 MASTERCARD INC CL A 2,368 3,888
718172109 PHILIP MORRIS INTERN 2,154 2,864
806857108 SCHLUMBERGER LTD SED    
907818108 UNION PACIFIC CORP    
98978V103 ZOETIS INC    
G16962105 BUNGE LIMITED    
G1890L107 CAPRI HLDGS LTD SEDO    
126650100 CVS HEALTH CORPORATI    
166764100 CHEVRON CORPORATION 1,504 1,492
191216100 COCA COLA CO    
35137L105 FOX CORP - CLASS A - 779 1,024
580135101 MCDONALD'S CORP 1,648 1,732
94106L109 WASTE MANAGEMENT INC    
049560105 ATMOS ENERGY CORP 1,573 1,995
101137107 BOSTON SCIENTIFIC CO 1,378 2,661
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 1,412 2,083
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 2,054 2,461
452308109 ILLINOIS TOOL WORKS 2,472 2,592
571903202 MARRIOTT INTERNATION 1,701 2,034
713448108 PEPSICO INC 2,261 1,959
81762P102 SERVICE NOW INC 1,650 3,055
872540109 TJX COMPANIES INC NE 1,382 2,121
H1467J104 CHUBB LTD 1,599 2,175
09290D101 BLACKROCK FUNDING IN 1,162 2,151
254687106 DISNEY WALT CO 1,706 1,583
277432100 EASTMAN CHEM CO 1,511 1,395
443510607 HUBBELL INC 1,888 2,115
512807306 LAM RESEARCH CORP 915 2,432
67066G104 NVIDIA CORP 12,296 10,926
754730109 RAYMOND JAMES FINANC 1,932 2,190
824348106 SHERWIN-WILLIAMS CO 1,902 1,791
893641100 TRANSDIGM GROUP INC 2,663 2,707
G54950103 NEW LINDE PLC 1,899 1,784

TY 2024 InvestmentsOtherSchedule2
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
057071813 BAIRD MIDCAP INST      
057071854 BAIRD AGGREGATE BOND AT COST 41,064 39,205
316092857 FIDELITY REAL ESTATE      
317609295 SEAFARER OVERSEAS GR AT COST 17,964 18,340
461418444 WCM FOCUSED INTL GRO AT COST 17,523 26,566
464287200 ISHARES CORE S&P 500 AT COST 56,995 96,746
464287440 ISHARES BARCLAYS 7-1      
464287804 ISHARES CORE S&P SMA      
72201F490 PIMCO INCOME FUND CL      
74256W584 PRINCIPAL MIDCAP FUN      
936793686 WASATCH INTL OPPORTU      
97717X669 WISDOMTREE U.S. QUAL AT COST 20,784 26,906
09260B309 BLACKROCK CORE BOND AT COST 44,409 39,114
413838566 OAKMARK INTL SM CAP- AT COST 5,664 8,864
543069405 LONGLEAF PARTNERS FD AT COST 16,029 13,496
89154M702 TOUCHSTONE SANDS EM AT COST 12,416 14,452
957663669 WESTERN ASSET CORE P      
00770X675 PZENA EMERG MKTS VAL AT COST 11,658 13,547
464288877 ISHARES MSCI EAFE VA      
56167N712 NUANCE MID CAP VALUE      
89609H704 TRIBUTARY SMALL COMP      
00769G535 LSV SMALL CAP FUND-I AT COST 11,647 12,451
25434V807 DIMENSIONAL INTERNAT AT COST 12,640 14,351
31428Q739 FEDERATED TOTAL RETU AT COST 9,562 9,435
42588P809 HENNESSY FOCUS FUND AT COST 11,446 12,195
46429B267 ISHARES U S TREASURY AT COST 19,182 18,899
46429B697 ISHARES MSCI USA MIN      
46434V456 ISHARES MSCI INTL QU AT COST 23,468 25,194
674375878 OBERWEIS SMALL CAP O AT COST 10,996 13,401
74440B884 PRUDENTIAL TOTAL RET AT COST 9,323 9,438
74441C881 PGIM JENN M/C GROW-R AT COST 13,860 15,487
89155H389 TOUCHSTONE MIDCAP VA AT COST 13,238 14,330
04314H576 ARTISAN INTL SM/MID- AT COST 9,615 9,289

TY 2024 OtherDecreasesSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Description Amount
ROC ON CY SALES 1
MUTUAL FUND TIMING ADJ 27
COST BASIS ADJ 113


TY 2024 OtherExpensesSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 25 25   0
STATE FILING FEES 200 0   200


TY 2024 TaxesSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 16 16   0
FEDERAL TAX PAYMENT - PRIOR YE 251 0   0
FEDERAL ESTIMATES - PRINCIPAL 323 0   0
FOREIGN TAXES ON QUALIFIED FOR 193 193   0
FOREIGN TAXES ON NONQUALIFIED 55 55   0