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
THE WEDGE BLOCK FOUNDATION ICA
 
Number and street (or P.O. box number if mail is not delivered to street address)1900 E NINTH ST 25TH FLOOR B7-YB
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44114
A Employer identification number

82-3311965
B Telephone number (see instructions)

(216) 222-3673
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$8,935,573J 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) 2,126,291
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 185,856 183,164  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,692
b Gross sales price for all assets on line 6a 461,643
7 Capital gain net income (from Part IV, line 2)... 24,692
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)....... Click to see attachment
List of Attached Documents:
// Content
4,357 60  
12 Total. Add lines 1 through 11........ 2,341,196 207,916  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... Click to see attachment
List of Attached Documents:
// Content
31,149 31,149   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,835 2,835   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.......... 34,184 33,984 0 200
25 Contributions, gifts, grants paid....... 246,000 246,000
26 Total expenses and disbursements. Add lines 24 and 25 280,184 33,984 0 246,200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,061,012
b Net investment income (if negative, enter -0-) 173,932
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......... 772,418 1,434,014 1,434,014
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) 443,399 Click to see attachment
List of Attached Documents:
// Content
519,395 		515,165
b Investments—corporate stock (attach schedule)....... 1,991,370 Click to see attachment
List of Attached Documents:
// Content
1,993,711 		3,899,578
c Investments—corporate bonds (attach schedule)....... 301,771 Click to see attachment
List of Attached Documents:
// Content
520,573 		528,619
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).......... 1,256,603 Click to see attachment
List of Attached Documents:
// Content
2,357,430 		2,558,197
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) 4,765,561 6,825,123 8,935,573
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........ 4,765,561 6,825,123
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)..... 4,765,561 6,825,123
30 Total liabilities and net assets/fund balances (see instructions). 4,765,561 6,825,123
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
4,765,561
2
Enter amount from Part I, line 27a .....................
2
2,061,012
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,556
4
Add lines 1, 2, and 3 ..........................
4
6,828,129
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,006
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,825,123
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 25000. NASSAU CNTY NY INTERIM FIN AUT REF-SER B REV   2022-07-29 2024-02-15
b 2530. UNIV OF WASHINGTON WA UNIV REV REF-SER B REV   2022-07-13 2024-02-15
c 25. AT&T INC   2023-11-07 2024-03-14
d 23. ALPHABET INC/CA-CL C   2022-06-02 2024-03-14
e 28. AMEREN CORP   2023-11-07 2024-03-14
3. AMGEN INC   2020-07-02 2024-03-14
41. APPLE INC   2023-04-13 2024-03-14
49. BAKER HUGHES COMPANY   2023-01-12 2024-03-14
2. BIOGEN INC   2023-11-07 2024-03-14
5. BIOGEN INC   2019-05-20 2024-03-14
17. BOEING CO   2023-11-07 2024-03-14
33. THE CAMPBELL'S COMPANY   2023-12-14 2024-03-14
3. CHARTER COMMUNICATIONS INC-A   2018-09-28 2024-03-14
30. CHEVRON CORPORATION   2023-12-14 2024-03-14
14. CONAGRA BRANDS INC   2023-12-14 2024-03-14
35. CONOCOPHILLIPS   2023-12-14 2024-03-14
27. EQT CORPORATION   2023-01-12 2024-03-14
49. EVERSOURCE ENERGY   2023-12-14 2024-03-14
29. GENERAL MILLS INC   2023-11-07 2024-03-14
15. GILEAD SCIENCES INC   2023-07-11 2024-03-14
30. GILEAD SCIENCES INC   2020-07-02 2024-03-14
3. HUMANA INC   2020-02-13 2024-03-14
20. INTEL CORP   2023-11-07 2024-03-14
196. KINDER MORGAN INC   2023-12-14 2024-03-14
4. LABORATORY CORP OF AMERICA HLDG MERGED 5/20/2024   2023-11-07 2024-03-14
3. MARKETAXESS HLDGS INC   2023-11-07 2024-03-14
23. MONDELEZ INTERNATIONAL   2023-11-07 2024-03-14
25. NIKE INC CLASS B   2023-11-07 2024-03-14
6. NORTHROP GRUMMAN CORPORATION   2023-09-15 2024-03-14
5. NVIDIA CORP   2022-06-02 2024-03-14
132. PG&E CORP   2023-11-07 2024-03-14
10. QUEST DIAGNOSTICS INC   2023-11-07 2024-03-14
18. REGENCY CENTERS CORP   2023-11-07 2024-03-14
9. ROBERT HALF INC   2023-09-15 2024-03-14
23. SBA COMMUNICATIONS CORP     2024-03-14
6. SKYWORKS SOLUTIONS INC   2023-11-07 2024-03-14
24. TESLA INC   2023-07-11 2024-03-14
8. TESLA INC   2020-12-18 2024-03-14
116. V-F CORP   2023-11-07 2024-03-14
28. VENTAS INC   2023-11-07 2024-03-14
14. VICI PROPERTIES INC   2023-11-07 2024-03-14
29. WEC ENERGY GROUP INC   2023-11-07 2024-03-14
93. WALGREENS BOOTS ALLIANCE INC   2023-12-14 2024-03-14
107. XCEL ENERGY INC     2024-03-14
16. ZOETIS INC     2024-03-14
9. BUNGE GLOBAL SA SEDOL BQ6BPG9   2023-04-13 2024-03-14
.25 SOLVENTUM CORP-W/I SEDOL BMTQB43   2024-03-14 2024-04-15
.75 GE VERNOVA LLC   2023-01-12 2024-04-16
25000. USA TREASURY NOTES 02.500% DUE 05/15/2024   2022-07-11 2024-05-15
19. ALBEMARLE CORP   2023-11-07 2024-06-17
84. BRISTOL MYERS SQUIBB CO   2023-12-14 2024-06-17
72. BRISTOL MYERS SQUIBB CO     2024-06-17
41. CONOCOPHILLIPS   2023-12-14 2024-06-17
30. COSTAR GROUP INC   2023-11-07 2024-06-17
61. DISNEY WALT CO   2024-03-14 2024-06-17
22. DOLLAR TREE INC   2023-11-07 2024-06-17
33. GLOBAL PAYMENTS INC-W/I     2024-06-17
7. ILLUMINA INC   2024-03-14 2024-06-17
79. INTEL CORP     2024-06-17
63. INTEL CORP   2023-01-12 2024-06-17
63. JOHNSON & JOHNSON   2024-03-14 2024-06-17
10. JOHNSON & JOHNSON   2023-04-13 2024-06-17
27. LAUDER ESTEE COS INC CL A   2024-03-14 2024-06-17
7. LULULEMON ATHLETICA INC   2023-11-07 2024-06-17
5. MARKETAXESS HLDGS INC   2023-11-07 2024-06-17
29. MOLSON COORS BEVERAGE COMPANY   2023-11-07 2024-06-17
6. MONDELEZ INTERNATIONAL   2023-11-07 2024-06-17
98. MONDELEZ INTERNATIONAL   2023-01-12 2024-06-17
8. NORTHROP GRUMMAN CORPORATION   2023-09-15 2024-06-17
78. NVIDIA CORP   2022-06-02 2024-06-17
11. PAYCOM SOFTWARE INC   2023-11-07 2024-06-17
22. ROBERT HALF INC   2023-11-07 2024-06-17
22. UNITED PARCEL SERVICE CL B   2023-11-07 2024-06-17
197. PARAMOUNT GLOBAL CLASS B   2024-03-14 2024-06-17
151. WARNER BROS DISCOVERY INC - A     2024-06-17
83. WARNER BROS DISCOVERY INC - A   2022-12-30 2024-06-17
20. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2023-01-12 2024-06-17
20000. MET WTR DIST UT SALT LAKE &A REF-SER A REV   2022-07-13 2024-07-01
75. WESTROCK CO-WHEN ISSUED MERGED 07/08/24   2023-07-11 2024-07-08
49. WESTROCK CO-WHEN ISSUED MERGED 07/08/24     2024-07-08
19. BIOGEN INC   2024-06-17 2024-08-08
30. BOEING CO   2024-06-17 2024-08-08
48. CHEVRON CORPORATION   2023-12-14 2024-08-08
33. CHEVRON CORPORATION   2022-07-05 2024-08-08
166. DEVON ENERGY CORP NEW     2024-08-08
33. DEXCOM INC   2023-11-07 2024-08-08
27. DOLLAR GENERAL CORP   2023-11-07 2024-08-08
35. EDWARDS LIFESCIENCES CORP   2023-11-07 2024-08-08
14. EXPEDIA GROUP INC   2023-11-07 2024-08-08
50. INTEL CORP   2023-01-12 2024-08-08
16. KEYSIGHT TECHNOLOGIES IN-W/I   2023-11-07 2024-08-08
17. LAMB WESTON HOLDING INC-W/I   2021-04-13 2024-08-08
23. MODERNA INC   2024-03-14 2024-08-08
67. NIKE INC CLASS B   2023-09-15 2024-08-08
125. NVIDIA CORP     2024-08-08
16. TESLA INC   2020-12-18 2024-08-08
47. UBER TECHNOLOGIES INC   2024-03-14 2024-08-08
434. WALGREENS BOOTS ALLIANCE INC   2024-06-17 2024-08-08
124. SMURFIT WESTROCK PLC SEDOL BRK49M5   2024-07-08 2024-08-08
31. ARCHER DANIELS MIDLAND CO   2024-03-14 2024-10-16
4. BOEING CO   2024-06-17 2024-10-16
3. CVS HEALTH CORPORATION   2018-10-29 2024-10-16
6. DOLLAR GENERAL CORP     2024-10-16
12. DOLLAR TREE INC     2024-10-16
7. ETSY INC   2024-03-14 2024-10-16
45. FRANKLIN RESOURCES INC   2023-11-07 2024-10-16
48. LAUDER ESTEE COS INC CL A   2024-08-08 2024-10-16
6. MODERNA INC   2023-12-14 2024-10-16
5. MOSAIC CO/THE   2024-03-14 2024-10-16
21. OCCIDENTAL PETROLEUM CORP   2023-12-14 2024-10-16
95. SCHLUMBERGER LTD SEDOL 2779201   2024-08-08 2024-10-16
34. TESLA INC   2020-12-18 2024-10-16
17. THERMO FISHER SCIENTIFIC INC   2024-08-08 2024-10-16
40000. FLORIDA DEV FIN CORP HLTHCAREF LAKELAND   2022-07-12 2024-11-15
3. ELEVANCE HEALTH INC   2023-09-15 2024-12-02
13. BECTON DICKINSON & CO     2024-12-02
11. CELANESE CORP   2023-11-07 2024-12-02
53. CENTENE CORP   2023-09-15 2024-12-02
9. IDEXX LABS INC   2023-11-07 2024-12-02
7. MOLINA HEALTHCARE INC     2024-12-02
21. NVIDIA CORP   2022-06-02 2024-12-02
35. PEPSICO INC   2024-06-17 2024-12-02
162. PFIZER INC   2023-12-14 2024-12-02
10. TELEFLEX INC   2023-11-07 2024-12-02
46. UBER TECHNOLOGIES INC   2024-10-16 2024-12-02
340. WALGREENS BOOTS ALLIANCE INC   2024-10-16 2024-12-02
10. CATALENT INC   2024-03-14 2024-12-19
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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 21,624   21,624  
b 2,530   2,204 326
c 424   397 27
d 3,313   2,708 605
e 1,993   2,186 -193
819   775 44
7,108   6,787 321
1,568   1,543 25
446   496 -50
1,114   1,154 -40
3,102   3,242 -140
1,390   1,479 -89
888   978 -90
4,634   4,460 174
392   427 -35
4,165   4,032 133
899   948 -49
2,865   3,138 -273
1,901   1,899 2
1,116   1,137 -21
2,232   2,291 -59
1,044   1,141 -97
855   774 81
3,448   3,485 -37
838   831 7
658   654 4
1,624   1,581 43
2,521   2,718 -197
2,746   2,594 152
4,401   1,083 3,318
2,128   2,216 -88
1,267   1,329 -62
1,064   1,085 -21
716   675 41
4,949   5,081 -132
627   539 88
3,917   6,435 -2,518
1,306   1,853 -547
1,723   1,874 -151
1,192   1,217 -25
404   403 1
2,301   2,383 -82
1,913   2,385 -472
5,510   6,347 -837
2,784   2,673 111
840   839 1
15   16 -1
98   49 49
25,000   25,000  
1,911   2,326 -415
3,445   4,346 -901
2,953   3,441 -488
4,486   4,724 -238
2,193   2,332 -139
6,187   6,721 -534
2,387   2,553 -166
3,090   3,551 -461
765   911 -146
2,436   3,043 -607
1,943   1,903 40
9,174   10,112 -938
1,456   1,659 -203
3,100   4,163 -1,063
2,186   2,891 -705
1,001   1,089 -88
1,450   1,724 -274
396   412 -16
6,470   6,556 -86
3,444   3,459 -15
10,310   1,690 8,620
1,569   1,825 -256
1,406   1,641 -235
2,991   3,117 -126
1,943   2,213 -270
1,081   1,308 -227
594   778 -184
5,723   5,682 41
20,000   20,000  
3,844   2,193 1,651
2,511   1,842 669
3,852   4,304 -452
5,045   5,357 -312
6,939   7,136 -197
4,770   4,708 62
7,466   7,493 -27
2,353   3,180 -827
3,176   3,279 -103
2,224   2,341 -117
1,656   1,682 -26
1,010   1,510 -500
1,973   1,997 -24
1,006   1,329 -323
1,949   2,398 -449
4,957   6,487 -1,530
13,081   2,453 10,628
3,184   3,706 -522
3,240   3,645 -405
4,691   6,543 -1,852
4,868   5,735 -867
1,802   1,796 6
619   714 -95
196   212 -16
497   629 -132
829   1,048 -219
367   475 -108
927   1,066 -139
4,386   4,422 -36
345   532 -187
131   158 -27
1,080   1,242 -162
4,133   4,144 -11
7,542   7,876 -334
10,024   10,218 -194
40,000   40,000  
1,230   1,330 -100
2,901   2,910 -9
811   1,290 -479
3,179   3,607 -428
3,842   3,829 13
2,096   2,134 -38
2,920   411 2,509
5,692   5,811 -119
4,179   4,279 -100
1,944   2,086 -142
3,368   3,793 -425
3,036   3,722 -686
635   564 71
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
      22,635
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        
b       326
c       27
d       605
e       -193
      44
      321
      25
      -50
      -40
      -140
      -89
      -90
      174
      -35
      133
      -49
      -273
      2
      -21
      -59
      -97
      81
      -37
      7
      4
      43
      -197
      152
      3,318
      -88
      -62
      -21
      41
      -132
      88
      -2,518
      -547
      -151
      -25
      1
      -82
      -472
      -837
      111
      1
      -1
      49
       
      -415
      -901
      -488
      -238
      -139
      -534
      -166
      -461
      -146
      -607
      40
      -938
      -203
      -1,063
      -705
      -88
      -274
      -16
      -86
      -15
      8,620
      -256
      -235
      -126
      -270
      -227
      -184
      41
       
      1,651
      669
      -452
      -312
      -197
      62
      -27
      -827
      -103
      -117
      -26
      -500
      -24
      -323
      -449
      -1,530
      10,628
      -522
      -405
      -1,852
      -867
      6
      -95
      -16
      -132
      -219
      -108
      -139
      -36
      -187
      -27
      -162
      -11
      -334
      -194
       
      -100
      -9
      -479
      -428
      13
      -38
      2,509
      -119
      -100
      -142
      -425
      -686
      71
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 24,692
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 2,418
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 2,418
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 2,418
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,960
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 3,960
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,542
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,542 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 arrow  
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (216) 222-3673

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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........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
RUTHANNE-MYERS FOX CO-TRUSTEE
1 		0    
196 Woodsong Way
Chagrin Falls,OH44023
KRISTIN HORNER CO-TRUSTEE
1 		0    
18080 HAWKSMOOR
Chagrin Falls,OH44023
VICTORIA A ANDERSON PRESIDENT
1 		0    
2604 DARTMOOR ROAD
CLEVELAND HEIGHTS,OH44118
LARA JACOBSON CO-TRUSTEE
1 		0    
2500 ARLINGTON ROAD
CLEVELAND HEIGHTS,OH44118
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
7,656,354
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
7,656,354
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
7,656,354
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
114,845
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,541,509
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
377,075
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
377,075
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,418
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,418
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
374,657
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
374,657
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
374,657
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
246,200
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
246,200
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 7 374,657
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 230,959
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 246,200
a Applied to 2023, but not more than line 2a 230,959
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..... 15,241
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		359,416
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
RUTHANNE-MYERS FOX
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

NAMI GREATER CLEVELAND

2012 WEST 25TH ST
CLEVELAND,OH44113 		NONE PC GENERAL SUPPORT 15,000

SALAAM CLINIC

7401 EUCLID AVE
CLEVELAND,OH44103 		NONE PC GENERAL SUPPORT 10,000

P A L S FOR HEALING

4700 ROCKSIDE RD STE 135
INDEPENDENCE,OH44131 		NONE PC GENERAL SUPPORT 11,000

RESOURCE CLEVELAND

2054 W 47TH ST
CLEVELAND,OH44102 		NONE PC GENERAL SUPPORT 20,000

ABORTION FUND OF OHIO

PO BOX 1611
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 10,000

HIRAM HOUSE CAMP

33775 HIRAM TRAIL
CHAGRIN FALLS,OH44022 		NONE PC GENERAL SUPPORT 15,000

SHAKER HISTORICAL SOCIETY

16740 S PARL BLVD
CLEVELAND,OH44120 		NONE PC GENERAL SUPPORT 10,000

LAKE COUNTY FREE CLINIC

462 CHARDON ST 302
PAINESVILLE,OH44077 		NONE PC GENERAL SUPPORT 10,000

THE LGBT COMMUNITY CENTER OF GREATER CLE

6705 DETROIT AVE
CLEVELAND,OH44102 		NONE PC GENERAL SUPPORT 15,000

CENTER FOR ARTS - INSPIRED LEARNING

10917 MAGNOLIA DRIVE
CLEVELAND,OH44106 		NONE PC GENERAL PURPOSE 10,000

JOURNEY CENTER FOR SAFETY AND HEALING

PO BOX 5466
CLEVELAND,OH44101 		NONE PC GENERAL SUPPORT 15,000

FIELDSTONE FARM THERAPEUTIC RIDING CTR

16497 SNYDER ROAD
CHAGRIN FALLS,OH44023 		NONE PC GENERAL SUPPORT 15,000

NATURE CENTER AT SHAKER LAKES

2600 S PARK BLVD
CLEVELAND,OH44120 		NONE PC GENERAL SUPPORT 10,000

ART THERAPY STUDIO

12200 FAIRHILL RD C155
CLEVELAND,OH441201058 		NONE PC GENERAL PURPOSE 10,000

B RILEY SOBER HOUSE

2121 W 117TH ST
CLEVELAND,OH44111 		NONE PC GENERAL SUPPORT 10,000

COURAGE TO CAREGIVERS

46 SHOPPING PLAZA PMB 113
CHAGRIN FALLS,OH44022 		NONE PC GENERAL SUPPORT 15,000

GENDERSPHERE

3583 INGLESIDE RD
SHAKER HEIGHTS,OH44122 		NONE PC CAMP LILAC 5,000

NAALEH CLEVELAND INC

5010 MAYFIELD RD STE 306
CLEVELAND,OH44124 		NONE PC GENERAL SUPPORT 10,000

HOLA OHIO

265 N STATE ST
PAINESVILLE,OH44077 		NONE PC GENERAL SUPPORT 10,000

CANOPY CHILD ADVOCACY CENTER INC

PO BOX 5386
CLEVELAND,OH44101 		NONE PC GENERAL SUPPORT 10,000

GETTING TO WE

5120 RIVER TRL
LYNDHURST,OH44124 		NONE PC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 246,000
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 ....     14 185,856  
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 24,692  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 4,297  
bSECTION 897 CAP GA     14 60  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   214,905  
13Total. Add line 12, columns (b), (d), and (e)..................
13
214,905
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE WEDGE BLOCK FOUNDATION ICA
 
Employer identification number

82-3311965
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE WEDGE BLOCK FOUNDATION ICA
  		Employer identification number
82-3311965
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
RUTHANNE MYERS-FOX IRR
 
C/O PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH, PA15219

$ 2,126,291


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE WEDGE BLOCK FOUNDATION ICA
  		Employer identification number

82-3311965
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE WEDGE BLOCK FOUNDATION ICA
  		Employer identification number

82-3311965
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
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 InvestmentsCorpBondsSchedule
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Name of Bond End of Year Book Value End of Year Fair Market Value
00440EAS6 ACE INA HOLDINGS COG 34,478 34,884
037833DU1 APPLE INC CALL 02/11 21,602 21,491
166764BX7 CHEVRON CORP CALL 03 32,559 33,088
25746UDJ5 DOMINION ENERGY INC 18,144 19,183
595620AT2 MIDAMERICAN ENERGY C 34,508 33,380
760759AY6 REPUBLIC SERVICES IN 18,092 19,349
78016EZZ3 ROYAL BANK OF CANADA 35,798 37,770
89114TZJ4 TORONTO-DOMINION BAN 32,918 33,157
92343VDY7 VERIZON COMMUNICATIO 20,078 19,774
166764BY5 CHEVRON CORP CALL 02 12,340 13,211
30303M8N5 META PLATFORMS INC C 15,115 15,021
64110LAT3 NETFLIX INC SER 144A 15,259 15,544
89420GAE9 TRAVELERS PPTY CAS C 10,880 10,973
023135BX3 AMAZON.COM INC CALL 23,116 23,920
037833EH9 APPLE INC CALL 06/05 22,042 22,441
06051GGA1 BANK OF AMERICA CORP 23,736 24,094
171239AG1 CHUBB INA HOLDINGS I 20,365 20,764
30231GBE1 EXXON MOBIL CORPORAT 4,481 4,563
38141GA53 GOLDMAN SACHS GROUP 21,756 21,499
718172CW7 PHILIP MORRIS INTL I 20,587 20,600
89114QCK2 TORONTO-DOMINION BAN 23,502 24,335
89236TLM5 TOYOTA MOTOR CREDIT 19,642 19,431
91523NWJ1 UNIV OF WASHINGTON W 18,908 19,280
931142ET6 WALMART INC CALL 05/ 20,667 20,867

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Name of Stock End of Year Book Value End of Year Fair Market Value
101121101 BXP INC REIT 7,005 9,890
101137107 BOSTON SCIENTIFIC CO 5,804 12,683
110122108 BRISTOL MYERS SQUIBB 6,037 7,296
125523100 THE CIGNA GROUP 4,569 6,627
125896100 CMS ENERGY CORP 1,971 2,399
126408103 CSX CORP 6,727 8,487
126650100 CVS HEALTH CORPORATI 3,287 2,783
127387108 CADENCE DESIGN SYSTE 4,233 9,014
134429109 CAMPBELL SOUP CO    
150870103 CELANESE CORP    
171340102 CHURCH & DWIGHT INC 1,565 2,513
189054109 CLOROX CO 146 162
191216100 COCA COLA CO 26,828 34,243
192446102 COGNIZANT TECHNOLOGY 856 1,077
205887102 CONAGRA BRANDS INC 929 1,110
231021106 CUMMINS INC 4,152 8,018
233331107 DTE ENERGY CO 2,463 3,019
235851102 DANAHER CORP 5,529 12,166
244199105 DEERE & CO 4,626 12,287
247361702 DELTA AIR LINES INC 1,900 3,509
252131107 DEXCOM INC 1,037 1,167
254687106 DISNEY WALT CO 5,341 6,904
256677105 DOLLAR GENERAL CORP    
256746108 DOLLAR TREE INC    
260003108 DOVER CORP 1,130 2,251
277432100 EASTMAN CHEM CO 998 1,278
278642103 EBAY INC 1,076 2,106
291011104 EMERSON ELECTRIC CO 5,065 9,295
311900104 FASTENAL CO 2,063 3,452
316773100 FIFTH THIRD BANCORP 209 338
337738108 FISERV INC 5,117 10,271
337932107 FIRSTENERGY CORP 2,911 3,302
345370860 FORD MOTOR COMPANY 2,089 2,465
370334104 GENERAL MILLS INC 3,720 4,910
375558103 GILEAD SCIENCES INC 5,005 7,020
384802104 GRAINGER W W INC 1,873 6,324
406216101 HALLIBURTON CO 4,736 5,411
416515104 HARTFORD FINL SVCS G 3,197 5,251
437076102 HOME DEPOT INC 18,168 35,009
443201108 HOWMET AEROSPACE INC 1,638 10,828
444859102 HUMANA INC    
452308109 ILLINOIS TOOL WORKS 8,067 13,185
458140100 INTEL CORP 2,667 2,386
459200101 INTERNATIONAL BUSINE 6,582 11,871
460690100 INTERPUBLIC GROUP CO 1,281 1,569
461202103 INTUIT SOFTWARE 7,963 18,855
482480100 KLA CORP 1,249 5,041
487836108 KELLANOVA 1,333 2,105
494368103 KIMBERLY-CLARK CORP 7,107 8,124
501044101 KROGER CO 1,811 4,158
512807108 LAM RESEARCH CORP    
526057104 LENNAR CORP CLASS A 1,448 1,636
532457108 ELI LILLY & CO 13,437 63,304
538034109 LIVE NATION ENTERTAI 1,234 3,108
540424108 LOEWS CORPORATION 1,445 2,287
548661107 LOWES COMPANIES INC 5,842 12,834
571748102 MARSH & MCLENNAN COM 8,730 15,081
580135101 MCDONALD'S CORP 12,333 18,553
594918104 MICROSOFT CORP 106,267 263,016
595112103 MICRON TECHNOLOGY IN 4,724 7,911
615369105 MOODY'S CORP 8,234 12,781
617446448 MORGAN STANLEY 6,993 16,846
620076307 MOTOROLA SOLUTIONS I 1,845 3,236
655844108 NORFOLK SOUTHERN COR 5,094 6,572
665859104 NORTHERN TRUST CORP 1,403 2,050
670346105 NUCOR CORP 4,503 4,668
674599105 OCCIDENTAL PETROLEUM    
682680103 ONEOK INC NEW 6,211 10,843
693506107 PPG INDUSTRIES INC 3,217 3,225
693718108 PACCAR INC 3,484 7,281
701094104 PARKER HANNIFIN CORP 4,760 18,445
717081103 PFIZER INC 8,557 8,596
742718109 PROCTER & GAMBLE CO 11,190 11,233
743315103 PROGRESSIVE CORP OHI 7,884 19,648
744320102 PRUDENTIAL FINANCIAL 1,528 2,252
744573106 PUBLIC SERVICE ENTER 8,381 11,913
747525103 QUALCOMM 7,169 14,440
760759100 REPUBLIC SVCS INC 2,461 5,834
761152107 RESMED INC 2,744 4,116
773903109 ROCKWELL AUTOMATION 1,714 3,144
776696106 ROPER TECHNOLOGIES I 3,342 5,718
778296103 ROSS STORES INC 1,347 1,664
808513105 SCHWAB CHARLES CORP 6,035 9,103
824348106 SHERWIN-WILLIAMS CO 4,771 9,858
828806109 SIMON PROPERTY GROUP 4,874 7,233
832696405 JM SMUCKER CO/THE-NE 3,793 3,854
844741108 SOUTHWEST AIRLINES C 1,622 2,320
854502101 STANLEY BLACK & DECK 1,211 1,124
855244109 STARBUCKS CORP 3,866 5,384
857477103 STATE STR CORP 3,004 4,613
863667101 STRYKER CORP 6,771 13,322
871607107 SYNOPSYS INC 3,368 7,766
871829107 SYSCO CORP 309 382
872540109 TJX COMPANIES INC NE 6,475 13,772
872590104 T-MOBILE US INC 8,874 14,789
879360105 TELEDYNE TECHNOLOGIE 2,461 3,713
882508104 TEXAS INSTRUMENTS IN 9,014 15,376
883556102 THERMO FISHER SCIENT 12,328 11,965
893641100 TRANSDIGM GROUP INC 2,474 10,138
902494103 TYSON FOODS INC CLAS 959 1,034
902973304 US BANCORP DEL COM N 7,918 10,810
907818108 UNION PACIFIC CORP 6,491 6,157
911312106 UNITED PARCEL SERVIC 6,209 7,566
918204108 V-F CORP    
929160109 VULCAN MATERIALS CO 1,593 3,087
931427108 WALGREENS BOOTS ALLI    
958102105 WESTERN DIGITAL CORP 4,157 6,559
969457100 WILLIAMS COMPANIES I 5,699 13,043
988498101 YUM! BRANDS INC 1,252 1,476
989207105 ZEBRA TECHNOLOGIES C 1,859 3,476
87612E106 TARGET CORP 5,731 8,111
28176E108 EDWARDS LIFESCIENCES 1,113 1,555
89417E109 THE TRAVELERS COS IN 5,703 9,876
00206R102 AT&T INC 17,821 26,504
00287Y109 ABBVIE INC 13,458 25,056
00724F101 ADOBE INC 9,583 15,564
00846U101 AGILENT TECHNOLOGIES 1,150 2,284
02079K107 ALPHABET INC/CA-CL C 27,640 79,413
02079K305 ALPHABET INC/CA-CL A 34,952 96,922
03027X100 AMERICAN TOWER CORP 6,561 7,153
03076C106 AMERIPRISE FINANCIAL 892 2,662
09062X103 BIOGEN INC    
09247X101 BLACKROCK INC    
09857L108 BOOKING HOLDINGS INC 7,864 19,874
11135F101 BROADCOM INC 15,381 92,736
12514G108 CDW CORP/DE 3,718 4,873
12572Q105 CME GROUP INC A DERI 7,550 9,754
14040H105 CAPITAL ONE FINANCIA 8,920 16,762
15189T107 CENTERPOINT ENERGY I 448 603
16119P108 CHARTER COMMUNICATIO 1,162 1,371
17275R102 CISCO SYSTEMS INC 6,552 8,998
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 14,684 48,562
22822V101 CROWN CASTLE INC 2,508 2,360
23331A109 D R HORTON INC 4,830 7,550
25179M103 DEVON ENERGY CORP NE    
25746U109 DOMINION ENERGY INC 6,807 7,917
26614N102 DUPONT DE NEMOURS IN 1,027 1,144
29444U700 EQUINIX INC 6,313 10,372
30040W108 EVERSOURCE ENERGY    
30161N101 EXELON CORPORATION 4,993 5,608
30303M102 META PLATFORMS INC 29,363 98,951
31428X106 FEDEX CORPORATION 2,700 4,501
31620M106 FIDELITY NATIONAL IN 1,968 3,150
34959J108 FORTIVE CORP 556 750
37045V100 GENERAL MOTORS CO 2,460 3,676
37940X102 GLOBAL PAYMENTS INC-    
38141G104 GOLDMAN SACHS GROUP 8,657 20,042
40412C101 HCA HEALTHCARE INC 1,551 3,602
42250P103 HEALTHPEAK PROPERTIE 1,426 1,763
43300A203 HILTON WORLDWIDE HLD 1,309 3,460
44107P104 HOST HOTELS & RESORT 2,153 2,278
45168D104 IDEXX LABS INC 991 1,240
45866F104 INTERCONTINENTAL EXC 3,820 6,556
46120E602 INTUITIVE SURGICAL I 7,733 19,834
46625H100 JPMORGAN CHASE & CO 33,604 69,276
49338L103 KEYSIGHT TECHNOLOGIE 820 2,249
49456B101 KINDER MORGAN INC 4,649 9,398
57636Q104 MASTERCARD INC CL A 18,871 37,386
58155Q103 MCKESSON CORPORATION 4,080 10,258
58933Y105 MERCK & CO INC 15,145 20,692
59156R108 METLIFE INC. 2,531 4,667
61174X109 MONSTER BEVERAGE COR 4,118 7,043
64110D104 NETAPP INC 13,705 25,305
65339F101 NEXTERA ENERGY INC 9,864 12,474
67066G104 NVIDIA CORP 16,800 276,100
68389X105 ORACLE CORP 6,716 22,996
70450Y103 PAYPAL HOLDINGS INC- 2,727 3,670
74340W103 PROLOGIS INC 4,275 6,448
74460D109 PUBLIC STORAGE REITS 6,412 8,384
75886F107 REGENERON PHARMACEUT 2,977 4,986
78410G104 SBA COMMUNICATIONS C    
79466L302 SALESFORCE INC 13,357 29,755
81762P102 SERVICE NOW INC 9,575 23,323
88160R101 TESLA INC 46,365 85,210
90384S303 ULTA BEAUTY INC 1,304 1,740
91324P102 UNITEDHEALTH GROUP I 23,221 42,998
91913Y100 VALERO ENERGY CORP 4,403 7,478
92276F100 VENTAS INC    
92343V104 VERIZON COMMUNICATIO 7,395 8,038
92345Y106 VERISK ANALYTICS INC 3,395 5,233
92532F100 VERTEX PHARMACEUTICA 7,120 11,276
92556H206 PARAMOUNT GLOBAL CLA 1,490 1,475
92556V106 VIATRIS INC-W/I 2,520 3,411
92826C839 VISA INC CLASS A SHA 28,277 50,566
94106L109 WASTE MANAGEMENT INC 5,643 10,493
95040Q104 WELLTOWER INC 3,603 6,175
96145D105 WESTROCK CO-WHEN ISS    
98419M100 XYLEM INC 1,263 1,508
98978V103 ZOETIS INC 6,909 8,147
G0403H108 AON PLC/IRELAND-A SE 4,172 7,902
G1151C101 ACCENTURE PLC CLASS 8,018 16,182
G29183103 EATON CORP PLC SEDOL 3,023 13,607
G6095L109 APTIV PLC-WHEN ISSUE    
H1467J104 CHUBB LTD SEDOL B3BQ 6,171 12,710
H84989104 TE CONNECTIVITY LTD    
N53745100 LYONDELLBASELL INDUS 2,696 2,599
001055102 AFLAC INC 3,305 6,827
002824100 ABBOTT LABORATORIES 10,862 16,627
007903107 ADVANCED MICRO DEVIC 10,196 18,239
020002101 ALLSTATE CORP 2,466 5,013
023135106 AMAZON COM INC 67,142 151,379
025816109 AMERICAN EXPRESS CO 6,627 17,511
026874784 AMERICAN INTERNATION 1,187 1,456
031100100 AMETEK INC NEW 1,522 2,704
031162100 AMGEN INC 12,263 15,899
032095101 AMPHENOL CORP NEW CL 6,131 19,168
032654105 ANALOG DEVICES INC 4,339 7,861
036752103 ELEVANCE HEALTH INC 3,671 4,796
038222105 APPLIED MATERIALS IN 4,526 15,775
052769106 AUTODESK INC 2,835 5,025
053015103 AUTOMATIC DATA PROCE 5,585 10,538
058498106 BALL CORPORATION 3,552 4,190
060505104 BANK OF AMERICA CORP 6,322 10,944
070830104 L BRANDS INC - W/I 233 737
071813109 BAXTER INTERNATIONAL 2,128 1,808
075887109 BECTON DICKINSON & C 1,275 1,361
084670702 BERKSHIRE HATHAWAY I 32,190 45,781
14448C104 CARRIER GLOBAL CORP 3,134 5,256
172908105 CINTAS CORP 5,238 9,500
172967424 CITIGROUP INC 7,253 12,177
194162103 COLGATE-PALMOLIVE CO 1,434 1,727
254709108 DISCOVER FINANCIAL W 1,538 3,118
30212P303 EXPEDIA GROUP INC    
34959E109 FORTINET INC 1,618 3,118
42824C109 HEWLETT PACKARD ENTE 3,817 6,853
459506101 INTERNATIONAL FLAVOR 2,058 2,452
513272104 LAMB WESTON HOLDING    
571903202 MARRIOTT INTERNATION 3,112 5,858
60770K107 MODERNA INC    
651639106 NEWMONT CORP 3,658 3,945
816851109 SEMPRA 1,129 1,579
876030107 TAPESTRY INC 1,289 3,071
G7997R103 SEAGATE TECHNOLOGY H 9,070 14,845
N6596X109 NXP SEMICONDUCTORS I 2,713 3,326
003CVR016 ABIOMED INC CVR CONT 1  
012653101 ALBEMARLE CORP 2,810 2,927
040413106 ARISTA NETWORKS INC    
053332102 AUTOZONE INC 4,562 6,404
125269100 CF INDUSTRIES HOLDIN 1,871 2,218
166764100 CHEVRON CORPORATION 8,846 8,980
169656105 CHIPOTLE MEXICAN GRI 3,045 6,030
209115104 CONSOLIDATED EDISON 3,975 4,015
21037T109 CONSTELLATION ENERGY 1,649 9,172
253868103 DIGITAL RLTY TR INC 1,288 1,951
67103H107 O REILLY AUTOMOTIVE 3,809 5,929
679580100 OLD DOMINION FGHT LI 4,070 5,292
934423104 WARNER BROS DISCOVER 2,850 4,291
009066101 AIRBNB INC-CLASS A 2,070 2,234
011659109 ALASKA AIR GROUP INC 1,392 2,720
02209S103 ALTRIA GROUP INC 3,737 4,602
023608102 AMEREN CORP 8,583 10,875
037833100 APPLE INC 179,894 275,212
04621X108 ASSURANT INC 1,716 2,985
05722G100 BAKER HUGHES COMPANY    
09073M104 BIO-TECHNE CORP 2,408 2,881
09260D107 BLACKSTONE INC 1,897 3,276
097023105 BOEING CO 6,474 7,257
12503M108 CBOE GLOBAL MARKETS 1,276 1,954
143658300 CARNIVAL CORP SEDOL 3,611 8,597
15135B101 CENTENE CORP    
20030N101 COMCAST CORPORATION 8,072 7,881
21036P108 CONSTELLATION BRANDS 1,562 1,547
216648402 COOPER COS INC NEW    
217204106 COPART INC 746 1,377
22160N109 COSTAR GROUP INC    
26884L109 EQT CORPORATION    
278865100 ECOLAB INC 3,623 5,155
281020107 EDISON INTL 1,405 1,756
29364G103 ENTERGY CORP NEW 1,841 2,881
294429105 EQUIFAX INC 1,840 2,549
297178105 ESSEX PPTY TR INC RE 3,164 4,282
30034W106 EVERGY INC 3,701 4,493
302130109 EXPEDITORS INTERNATI 1,554 1,551
302491303 FMC CORPORATION NEW 1,459 1,312
313745101 FEDERAL REALTY INVS 1,307 1,567
339041105 FLEETCOR TECHNOLOGIE    
354613101 FRANKLIN RESOURCES I    
36266G107 GE HEALTHCARE TECHNO 500 547
363576109 GALLAGHER ARTHUR J & 2,137 3,122
369550108 GENERAL DYNAMICS COR 2,237 2,635
369604301 GE AEROSPACE 1,435 3,836
426281101 HENRY JACK & ASSOC I 1,441 1,753
45167R104 IDEX CORP 1,541 1,674
45687V106 INGERSOLL RAND INC 1,261 1,990
45784P101 INSULET CORP 2,602 4,177
46266C105 IQVIA HOLDINGS INC 4,416 4,323
478160104 JOHNSON & JOHNSON 17,974 16,197
49177J102 KENVUE INC 3,534 3,864
502431109 L3 HARRIS TECHNOLOGI 5,472 6,519
50540R409 LABORATORY CORP OF A    
525327102 LEIDOS HOLDINGS INC- 3,768 6,051
534187109 LINCOLN NATIONAL COR 4,814 7,325
550021109 LULULEMON ATHLETICA    
55354G100 MSCI INC 2,372 3,000
56585A102 MARATHON PETROLEUM C 6,261 7,254
57060D108 MARKETAXESS HLDGS IN    
60855R100 MOLINA HEALTHCARE IN    
60871R209 MOLSON COORS BEVERAG 1,107 1,261
609207105 MONDELEZ INTERNATION 134 119
629377508 NRG ENERGY, INC. 2,175 5,413
64110L106 NETFLIX INC 12,035 31,196
65249B208 NEWS CORP/NEW-CL B-W 1,727 2,647
654106103 NIKE INC CLASS B 5,206 4,692
666807102 NORTHROP GRUMMAN COR    
68902V107 OTIS WORLDWIDE CORP- 4,245 5,001
69331C108 PG&E CORP 627 787
69351T106 PPL CORPORATION 1,893 2,370
695156109 PACKGING CORP PKG 2,594 4,277
697435105 PALO ALTO NETWORKS I 1,934 2,911
704326107 PAYCHEX INC 1,339 1,683
70432V102 PAYCOM SOFTWARE INC    
714046109 REVVITY INC 3,539 4,576
718546104 PHILLIPS 66 6,555 7,292
745867101 PULTE GROUP INC 990 1,307
74762E102 QUANTA SVCS INC 1,485 2,844
74834L100 QUEST DIAGNOSTICS IN    
751212101 RALPH LAUREN CORP 1,245 2,541
75513E101 RTX CORPORATION 7,490 11,456
758849103 REGENCY CENTERS CORP    
770323103 ROBERT HALF INC    
78409V104 S&P GLOBAL INC 5,505 7,470
81211K100 SEALED AIR CORP 1,968 1,996
83088M102 SKYWORKS SOLUTIONS I 359 355
87612G101 TARGA RESOURCES CORP 4,721 11,424
879369106 TELEFLEX INC    
892356106 TRACTOR SUPPLY CO 1,791 2,388
902653104 UDR INC 965 1,302
911363109 UNITED RENTALS INC 2,252 4,227
913903100 UNIVERSAL HEALTH SER 1,430 1,974
92338C103 VERALTO CORP-W/I 647 1,630
925652109 VICI PROPERTIES INC 605 613
92939U106 WEC ENERGY GROUP INC 8,230 9,874
929740108 WABTEC CORP 946 1,706
931142103 WALMART INC 7,530 14,095
949746101 WELLS FARGO & COMPAN 15,084 26,761
955306105 WEST PHARMACEUTICAL 992 1,310
98389B100 XCEL ENERGY INC    
G491BT108 INVESCO LTD ISIN BMG 1,800 2,342
G54950103 NEW LINDE PLC SEDOL 15,732 22,608
G66721104 NORWEGIAN CRUISE LIN 2,913 5,712
G8994E103 TRANE TECHNOLOGIES P 1,689 3,324
H11356104 BUNGE GLOBAL SA SEDO 93 78
00130H105 AES CORP 287 245
025537101 AMERICAN ELECTRIC PO 1,305 1,476
040413205 ARISTA NETWORKS INC 4,617 17,243
090572207 BIO RAD LABORATORIES 4,623 4,599
09290D101 BLACKROCK FUNDING IN 6,653 11,276
216648501 COOPER COS INC/THE 2,332 2,574
219948106 CORPAY INC 1,756 2,707
30231G102 EXXON MOBIL CORP 27,617 26,462
35671D857 FREEPORT-MCMORAN INC 950 838
36828A101 GE VERNOVA LLC 326 1,645
504922105 LABCORP HOLDINGS INC 831 917
512807306 LAM RESEARCH CORP 4,987 10,112
65473P105 NISOURCE INC 5,056 7,095
69608A108 PALANTIR TECHNOLOGIE 3,022 5,445
713448108 PEPSICO INC 10,595 9,732
718172109 PHILIP MORRIS INTERN 12,158 14,803
723484101 PINNACLE WEST CAPITA 1,393 1,695
83444M101 SOLVENTUM CORP-W/I S 328 330
88579Y101 3M COMPANY 1,828 2,711
90353T100 UBER TECHNOLOGIES IN 4,443 3,800
G3265R107 APTIV HOLDINGS LTD S 437 423
G87052109 TE CONNECTIVITY PLC 1,074 2,145

TY 2024 InvestmentsGovtObligationsSch
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
US Government Securities - End of Year Book Value:

519,395
US Government Securities - End of Year Fair Market Value:

515,165
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
701765505 PARNASSUS MID CAP FU AT COST 427,635 457,938
922908751 VANGUARD SMALL CAP E AT COST 261,463 327,982
46434G863 ISHARES ESG AWARE MS AT COST 298,763 311,262
46435G516 ISHARES ESG AWARE MS AT COST 626,773 659,753
46429B697 ISHARES MSCI USA MIN AT COST 182,193 202,885
46434V456 ISHARES MSCI INTL QU AT COST 258,276 254,829
97717X669 WISDOMTREE U.S. QUAL AT COST 302,327 343,548

TY 2024 OtherDecreasesSchedule
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Description Amount
COST BASIS ADJUSTMENT 377
2023 TRANSACTION POSTED IN 2024 2,625
ROUNDING ADJUSTMENT 4


TY 2024 OtherExpensesSchedule
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200


TY 2024 OtherIncomeSchedule2
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 4,297 0  
SECTION 897 CAPITAL GAIN 60 60  


TY 2024 OtherIncreasesSchedule
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Description Amount
2024 TRANSACTION POSTED IN 2025 1,469
ADJUSTMENT TO INCOME 49
ADJUSTMENT FOR ACCRUED INTEREST 38


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC AGENT FOR TRUSTEE FEES 31,149 31,149    


TY 2024 TaxesSchedule
Name:
THE WEDGE BLOCK FOUNDATION ICA
EIN:
82-3311965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 177 177   0
FOREIGN TAXES ON QUALIFIED FOR 2,035 2,035   0
FOREIGN TAXES ON NONQUALIFIED 623 623   0