Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
FLORENCE M FISHER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1558 DEPT EA5W86
  Room/suite
City or town
COLUMBUS
State or province
OH
Country  
ZIP or foreign postal code
43216
A Employer identification number

26-6144979
B Telephone number (see instructions)

3308293219
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,735,832J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 88,448 88,448  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -22,984
b Gross sales price for all assets on line 6a 1,789,971
7 Capital gain net income (from Part IV, line 2)... 0
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
411 411  
12 Total. Add lines 1 through 11........ 65,875 88,859  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,843 20,921   20,921
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
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
15,745 576   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.......... 59,038 21,497 0 22,371
25 Contributions, gifts, grants paid....... 139,747 139,747
26 Total expenses and disbursements. Add lines 24 and 25 ................ 198,785 21,497 0 162,118
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -132,910
b Net investment income (if negative, enter -0-) 67,362
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 84,364 119,337 119,337
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
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)....... 2,649,285 Click to see attachment
List of Attached Documents:
// Content
1,345,892 		2,176,491
c Investments—corporate bonds (attach schedule)....... 302,700 Click to see attachment
List of Attached Documents:
// Content
1,439,144 		1,440,004
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,036,349 2,904,373 3,735,832
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,036,349 2,904,373
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)..... 3,036,349 2,904,373
30 Total liabilities and net assets/fund balances (see instructions). 3,036,349 2,904,373
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,036,349
2
Enter amount from Part I, line 27a .....................
2
-132,910
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,276
4
Add lines 1, 2, and 3 ..........................
4
2,906,715
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,342
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,904,373
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 151. ADVANCED MICRO DEVICES INC W/1     2025-02-14
b 83. ALPHABET INC   2024-03-13 2025-02-14
c 6. AMERICAN ELECTRIC POWER CO INC   2021-08-19 2025-02-14
d 2. AMERICAN TOWER CORP -CL A (REIT)   2024-03-13 2025-02-14
e 2. ANALOG DEVICES   2024-03-13 2025-02-14
103.02 ARTISAN PARTNERS FDS INC   2024-10-29 2025-02-14
2. ATMOS ENERGY CORP   2022-12-21 2025-02-14
1. BERKSHIRE HATHAWAY INC DEL   2024-03-13 2025-02-14
10. BOSTON SCIENTIFIC CORP   2024-03-13 2025-02-14
5. BROADCOM INC   2020-04-03 2025-02-14
1. COSTCO WHOLESALE CORP   2024-08-09 2025-02-14
1. CROWDSTRIKE HLDGS INC   2024-06-18 2025-02-14
2. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-02-14
2. EOG RESOURCES INC   2024-03-13 2025-02-14
4. ELECTRONIC ARTS INC   2024-08-09 2025-02-14
4. EMERSON ELECTRIC CO   2007-03-03 2025-02-14
5. EXXON MOBIL CORP COM   2020-04-03 2025-02-14
2. FACEBOOK INC CL-A   2024-03-13 2025-02-14
1284.74 FEDERATED TOTAL RETURN SERS INC   2020-12-22 2025-02-14
2. FISERV INC   2024-11-22 2025-02-14
4. GENERAL ELEC CO   2024-03-13 2025-02-14
72.47 GUGGENHEIM FDS TR   2020-05-28 2025-02-14
59. INTEL CORP.   2024-11-22 2025-02-14
2. INTUITIVE SURGICAL INC   2024-03-13 2025-02-14
43. ISHARES S & P MIDCAP 400   2024-03-13 2025-02-14
12. ISHARES S & P SMALLCAP 600   2024-03-13 2025-02-14
2. J P MORGAN CHASE & CO   2024-11-22 2025-02-14
1. ELI LILLY & CO   2024-03-13 2025-02-14
24. LOCKHEED MARTIN (COMMON STOCK)   2022-05-19 2025-02-14
1322.1 LOOMIS SAYLES FDS II   2022-05-19 2025-02-14
394.29 LORD ABBETT INVT TR   2020-12-22 2025-02-14
4. M & T BANK CORP   2024-11-22 2025-02-14
11.76 METROPOLITAN WEST FDS   2020-05-28 2025-02-14
39. MICROSOFT CORP   2024-03-13 2025-02-14
1. NETFLIX INC   2024-03-13 2025-02-14
120. NVIDIA CORP   2024-03-13 2025-02-14
1. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-02-14
3. ORACLE CORP   2024-06-18 2025-02-14
5. PALO ALTO NETWORKS INC   2024-03-13 2025-02-14
4. PROCTER & GAMBLE CO   2024-08-09 2025-02-14
2. QUALCOMM INC   2024-08-09 2025-02-14
5. RTX CORP   2024-04-25 2025-02-14
1. ROCKWELL INTL CORP NEW   2024-03-13 2025-02-14
30. SPDR INDEX SHS FDS   2024-03-13 2025-02-14
1. SALESFORCE INC   2024-11-22 2025-02-14
1. SHERWIN WILLIAMS CO   2024-06-18 2025-02-14
2. STRYKER CORP   2024-03-13 2025-02-14
3. TJX COMPANIES INC W/1 RT/SH   2024-03-13 2025-02-14
2. T-MOBILE US INC   2024-03-13 2025-02-14
9. US BANCORP DEL NEW   2024-11-22 2025-02-14
3. VALERO ENERGY   2024-03-13 2025-02-14
76. VANGUARD TAX-MANAGED INTL FD   2024-03-13 2025-02-14
59. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-02-14
422. VERIZON COMMUNICATIONS   2024-08-09 2025-02-14
1. VISA INC   2024-03-13 2025-02-14
6. WAL-MART STORES, INC.   2008-08-11 2025-02-14
86. ZOETIS INC     2025-02-14
2. ACCENTURE PLC   2024-03-13 2025-02-14
1. LINDE PLC   2018-10-31 2025-02-14
1. CHUBB LTD   2024-03-13 2025-02-14
50000. BANK NEW YORK INC MEDIUM TERM SR NTS BOO   2018-01-16 2025-02-24
39. AMAZON.COM INC   2025-02-14 2025-04-21
1. AMERICAN ELECTRIC POWER CO INC   2021-08-19 2025-04-21
1. ANALOG DEVICES   2024-03-13 2025-04-21
6. ARISTA NETWORKS INC   2025-02-14 2025-04-21
1. ATMOS ENERGY CORP   2022-12-21 2025-04-21
1. BOSTON SCIENTIFIC CORP   2024-03-13 2025-04-21
1. BROADCOM INC   2020-04-03 2025-04-21
1. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-04-21
1. EOG RESOURCES INC   2024-03-13 2025-04-21
4. EQT CORP   2025-02-14 2025-04-21
1. ELECTRONIC ARTS INC   2024-08-09 2025-04-21
1. EMERSON ELECTRIC CO   2007-03-03 2025-04-21
1. EXXON MOBIL CORP COM   2020-04-03 2025-04-21
207. ISHARES S & P MIDCAP 400   2024-03-13 2025-04-21
104. ISHARES S & P SMALLCAP 600   2024-03-13 2025-04-21
1. ELI LILLY & CO   2024-03-13 2025-04-21
77. M & T BANK CORP     2025-04-21
1. RTX CORP   2024-04-25 2025-04-21
27. SPDR INDEX SHS FDS   2024-03-13 2025-04-21
1. SALESFORCE INC   2024-11-22 2025-04-21
1. SHERWIN WILLIAMS CO   2024-06-18 2025-04-21
1. T-MOBILE US INC   2024-03-13 2025-04-21
3. US BANCORP DEL NEW   2024-11-22 2025-04-21
1. VALERO ENERGY   2024-03-13 2025-04-21
160. VANGUARD TAX-MANAGED INTL FD   2024-03-13 2025-04-21
74. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-04-21
1. VISA INC   2024-03-13 2025-04-21
2. ACCENTURE PLC   2024-06-14 2025-04-21
62. ACCENTURE PLC     2025-04-21
25000. FFCB 2.55% 07/07/2025   2016-01-04 2025-07-07
1. ABBVIE INC   2025-02-14 2025-07-18
3. ALPHABET INC   2025-04-21 2025-07-18
1. ALPHABET INC   2024-03-13 2025-07-18
5. AMAZON.COM INC   2025-02-14 2025-07-18
5. AMERICAN ELECTRIC POWER CO INC   2021-08-19 2025-07-18
1. AMERICAN TOWER CORP -CL A (REIT)   2024-03-13 2025-07-18
1. ANALOG DEVICES   2024-03-13 2025-07-18
3. ARISTA NETWORKS INC   2025-02-14 2025-07-18
2. ATMOS ENERGY CORP   2022-12-21 2025-07-18
1. BERKSHIRE HATHAWAY INC DEL   2024-03-13 2025-07-18
8. BOSTON SCIENTIFIC CORP   2024-03-13 2025-07-18
4. BROADCOM INC   2020-04-03 2025-07-18
2. CROWDSTRIKE HLDGS INC   2025-04-21 2025-07-18
28. CROWDSTRIKE HLDGS INC   2024-06-18 2025-07-18
1. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-07-18
97. EOG RESOURCES INC     2025-07-18
6. EQT CORP   2025-02-14 2025-07-18
3. ELECTRONIC ARTS INC   2024-08-09 2025-07-18
4. EMERSON ELECTRIC CO   2007-03-03 2025-07-18
4. EXXON MOBIL CORP COM   2020-04-03 2025-07-18
1. FACEBOOK INC CL-A   2024-03-13 2025-07-18
3. FISERV INC   2024-11-22 2025-07-18
3. GENERAL ELEC CO   2024-03-13 2025-07-18
12. INTEL CORP.   2024-11-22 2025-07-18
1. INTUITIVE SURGICAL INC   2024-03-13 2025-07-18
29. ISHARES S & P MIDCAP 400   2024-03-13 2025-07-18
7. ISHARES S & P SMALLCAP 600   2024-03-13 2025-07-18
3. J P MORGAN CHASE & CO   2024-11-22 2025-07-18
2. M & T BANK CORP   2024-04-25 2025-07-18
3. MICROSOFT CORP   2024-03-13 2025-07-18
1. NETFLIX INC   2025-04-21 2025-07-18
4. NVIDIA CORP   2025-04-21 2025-07-18
4. NVIDIA CORP   2024-03-13 2025-07-18
2. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-07-18
3. ORACLE CORP   2024-06-18 2025-07-18
3. PALO ALTO NETWORKS INC   2024-03-13 2025-07-18
29. PROCTER & GAMBLE CO   2024-08-09 2025-07-18
109. PROCTER & GAMBLE CO     2025-07-18
1. QUALCOMM INC   2024-08-09 2025-07-18
4. RTX CORP   2024-04-25 2025-07-18
1. ROCKWELL INTL CORP NEW   2024-03-13 2025-07-18
23. SPDR INDEX SHS FDS   2024-03-13 2025-07-18
1. SALESFORCE INC   2024-11-22 2025-07-18
2. SNOWFLAKE INC   2025-02-14 2025-07-18
1. STRYKER CORP   2024-03-13 2025-07-18
3. TJX COMPANIES INC W/1 RT/SH   2025-04-21 2025-07-18
86. T-MOBILE US INC   2024-03-13 2025-07-18
21. THERMO ELECTRON CORP W/1 RT/SH     2025-07-18
7. US BANCORP DEL NEW   2024-11-22 2025-07-18
145. VALERO ENERGY     2025-07-18
57. VANGUARD TAX-MANAGED INTL FD   2024-03-13 2025-07-18
45. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-07-18
1. VISA INC   2024-03-13 2025-07-18
5. WAL-MART STORES, INC.   2008-08-11 2025-07-18
1. LINDE PLC   2018-10-31 2025-07-18
2. CHUBB LTD   2025-04-21 2025-07-18
2. ABBVIE INC   2025-02-14 2025-09-11
3. ADVANCED MICRO DEVICES INC W/1   2025-07-18 2025-09-11
5. AMAZON.COM INC   2025-02-14 2025-09-11
5. AMERICAN ELECTRIC POWER CO INC   2021-08-19 2025-09-11
2. AMERICAN TOWER CORP -CL A (REIT)   2024-03-13 2025-09-11
2. ANALOG DEVICES   2024-03-13 2025-09-11
2. ARISTA NETWORKS INC   2025-02-14 2025-09-11
1. ATMOS ENERGY CORP   2022-12-21 2025-09-11
1. BERKSHIRE HATHAWAY INC DEL   2024-03-13 2025-09-11
7. BOSTON SCIENTIFIC CORP   2024-03-13 2025-09-11
4. BROADCOM INC   2020-04-03 2025-09-11
1. COSTCO WHOLESALE CORP   2024-08-09 2025-09-11
2. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-09-11
308. EQT CORP   2025-02-14 2025-09-11
175. ELECTRONIC ARTS INC   2024-08-09 2025-09-11
3. EMERSON ELECTRIC CO   2007-03-03 2025-09-11
3. EXXON MOBIL CORP COM   2020-04-03 2025-09-11
2. FACEBOOK INC CL-A   2024-03-13 2025-09-11
2. FISERV INC   2024-11-22 2025-09-11
3. GENERAL ELEC CO   2024-03-13 2025-09-11
1. GOLDMAN SACHS GROUP INC   2025-07-18 2025-09-11
12. INTEL CORP.   2024-11-22 2025-09-11
1. INTUITIVE SURGICAL INC   2024-03-13 2025-09-11
28. ISHARES S & P MIDCAP 400   2024-03-13 2025-09-11
1. ELI LILLY & CO   2024-03-13 2025-09-11
2. M & T BANK CORP   2024-04-25 2025-09-11
3. MICROSOFT CORP   2024-03-13 2025-09-11
1. NETFLIX INC   2024-03-13 2025-09-11
8. NVIDIA CORP   2024-03-13 2025-09-11
6. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-09-11
2. ORACLE CORP   2024-06-18 2025-09-11
3. PALANTIR TECHNOLOGIES INC   2025-07-18 2025-09-11
3. PALO ALTO NETWORKS INC   2024-03-13 2025-09-11
2. QUALCOMM INC   2024-08-09 2025-09-11
4. RTX CORP   2024-04-25 2025-09-11
1. ROCKWELL INTL CORP NEW   2024-03-13 2025-09-11
22. SPDR INDEX SHS FDS   2024-03-13 2025-09-11
63. SALESFORCE INC   2024-11-22 2025-09-11
1. SERVICENOW INC   2024-03-13 2025-09-11
39. SHERWIN WILLIAMS CO   2024-06-18 2025-09-11
2. SNOWFLAKE INC   2025-02-14 2025-09-11
2. STRYKER CORP   2024-03-13 2025-09-11
3. TJX COMPANIES INC W/1 RT/SH   2025-04-21 2025-09-11
1. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-07-18 2025-09-11
7. US BANCORP DEL NEW   2024-11-22 2025-09-11
1069. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-09-11
1. VISA INC   2024-03-13 2025-09-11
4. WAL-MART STORES, INC.   2008-08-11 2025-09-11
1. LINDE PLC   2018-10-31 2025-09-11
2. CHUBB LTD   2025-04-21 2025-09-11
74.05 FEDERATED TOTAL RETURN SERS INC   2024-10-29 2025-10-01
16396. FEDERATED TOTAL RETURN SERS INC     2025-10-01
1509.39 GUGGENHEIM FDS TR   2020-05-28 2025-10-01
47.01 LOOMIS SAYLES FDS II   2024-10-29 2025-10-01
15682.04 LOOMIS SAYLES FDS II     2025-10-01
9410.26 LORD ABBETT INVT TR     2025-10-01
2678.14 METROPOLITAN WEST FDS     2025-10-01
6006.25 ARTISAN PARTNERS FDS INC   2024-10-29 2025-10-03
16003.8 FEDERATED TOTAL RETURN SERS INC     2025-10-03
4122.28 GUGGENHEIM FDS TR     2025-10-03
15374.56 LOOMIS SAYLES FDS II     2025-10-03
134.91 LORD ABBETT INVT TR   2024-10-29 2025-10-03
26052.48 LORD ABBETT INVT TR     2025-10-03
233.26 PIMCO FDS   2025-02-14 2025-10-03
11559.15 PIMCO FDS     2025-10-03
1209.51 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2025-02-14 2025-10-03
1202.01 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES     2025-10-03
50000. US TREASURY N/B 4.375% 12/15/2026   2025-10-03 2025-12-15
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 17,111   28,896 -11,785
b 15,384   11,679 3,705
c 614   545 69
d 385   406 -21
e 425   398 27
945   940 5
297   229 68
483   406 77
1,058   667 391
1,166   118 1,048
1,070   848 222
447   391 56
323   379 -56
263   246 17
522   587 -65
498   170 328
548   200 348
1,461   996 465
12,064   15,109 -3,045
462   438 24
830   540 290
1,772   1,809 -37
1,380   1,442 -62
1,180   770 410
2,760   2,555 205
1,414   1,293 121
557   495 62
869   759 110
10,248   10,207 41
12,970   13,393 -423
1,526   1,656 -130
795   877 -82
121   137 -16
15,856   16,221 -365
1,045   613 432
16,525   10,863 5,662
1,327   1,054 273
521   431 90
956   729 227
653   683 -30
344   327 17
618   506 112
298   286 12
1,333   1,284 49
325   338 -13
363   300 63
776   717 59
378   294 84
531   329 202
431   472 -41
400   479 -79
3,926   3,817 109
2,698   2,605 93
17,340   17,124 216
354   286 68
626   117 509
13,596   15,287 -1,691
778   762 16
461   163 298
267   260 7
50,000   49,787 213
6,467   8,907 -2,440
105   91 14
172   199 -27
401   646 -245
155   114 41
93   67 26
163   24 139
145   190 -45
108   123 -15
191   214 -23
142   147 -5
96   43 53
104   40 64
10,996   12,302 -1,306
9,732   11,207 -1,475
811   759 52
12,001   13,533 -1,532
125   101 24
1,127   1,155 -28
234   338 -104
322   300 22
253   164 89
112   157 -45
108   160 -52
8,032   8,036 -4
3,186   3,268 -82
319   286 33
555   573 -18
17,210   23,627 -6,417
25,000   24,980 20
191   195 -4
557   440 117
186   141 45
1,125   1,142 -17
530   454 76
223   203 20
243   199 44
335   323 12
311   229 82
474   406 68
834   533 301
1,147   94 1,053
938   714 224
13,135   10,948 2,187
177   190 -13
11,463   11,912 -449
351   321 30
451   440 11
576   170 406
440   160 280
698   498 200
502   657 -155
798   405 393
281   293 -12
516   385 131
1,843   1,723 120
792   754 38
866   742 124
391   293 98
1,536   1,248 288
1,211   979 232
693   382 311
693   362 331
185   141 44
744   431 313
587   437 150
4,502   4,955 -453
16,921   9,985 6,936
154   163 -9
607   405 202
356   286 70
1,011   984 27
260   338 -78
426   372 54
389   359 30
367   368 -1
19,576   14,132 5,444
8,853   12,471 -3,618
317   367 -50
21,365   23,101 -1,736
3,239   2,863 376
2,280   1,987 293
349   286 63
474   97 377
462   163 299
551   558 -7
441   390 51
476   478 -2
1,155   1,142 13
541   454 87
388   406 -18
495   398 97
306   215 91
163   114 49
490   406 84
736   467 269
1,468   94 1,374
959   848 111
349   379 -30
15,671   16,456 -785
29,660   25,671 3,989
403   128 275
335   120 215
1,506   996 510
265   438 -173
853   405 448
773   706 67
297   293 4
453   385 68
1,838   1,664 174
753   759 -6
393   293 100
1,502   1,248 254
1,237   613 624
1,424   724 700
635   422 213
640   287 353
498   461 37
598   437 161
319   327 -8
621   405 216
340   286 54
1,004   941 63
15,495   21,305 -5,810
931   785 146
14,072   11,700 2,372
454   372 82
767   717 50
420   368 52
260   240 20
344   367 -23
57,061   47,207 9,854
338   286 52
404   78 326
475   163 312
554   558 -4
711   703 8
157,402   176,190 -18,788
37,327   37,674 -347
469   464 5
156,350   158,137 -1,787
36,700   39,286 -2,586
28,094   30,768 -2,674
55,618   54,777 841
153,636   150,334 3,302
101,903   99,713 2,190
153,284   150,732 2,552
525   522 3
101,344   104,167 -2,823
1,707   1,663 44
84,613   101,298 -16,685
28,399   27,734 665
28,223   33,389 -5,166
50,412   50,352 60
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
      73
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       -11,785
b       3,705
c       69
d       -21
e       27
      5
      68
      77
      391
      1,048
      222
      56
      -56
      17
      -65
      328
      348
      465
      -3,045
      24
      290
      -37
      -62
      410
      205
      121
      62
      110
      41
      -423
      -130
      -82
      -16
      -365
      432
      5,662
      273
      90
      227
      -30
      17
      112
      12
      49
      -13
      63
      59
      84
      202
      -41
      -79
      109
      93
      216
      68
      509
      -1,691
      16
      298
      7
      213
      -2,440
      14
      -27
      -245
      41
      26
      139
      -45
      -15
      -23
      -5
      53
      64
      -1,306
      -1,475
      52
      -1,532
      24
      -28
      -104
      22
      89
      -45
      -52
      -4
      -82
      33
      -18
      -6,417
      20
      -4
      117
      45
      -17
      76
      20
      44
      12
      82
      68
      301
      1,053
      224
      2,187
      -13
      -449
      30
      11
      406
      280
      200
      -155
      393
      -12
      131
      120
      38
      124
      98
      288
      232
      311
      331
      44
      313
      150
      -453
      6,936
      -9
      202
      70
      27
      -78
      54
      30
      -1
      5,444
      -3,618
      -50
      -1,736
      376
      293
      63
      377
      299
      -7
      51
      -2
      13
      87
      -18
      97
      91
      49
      84
      269
      1,374
      111
      -30
      -785
      3,989
      275
      215
      510
      -173
      448
      67
      4
      68
      174
      -6
      100
      254
      624
      700
      213
      353
      37
      161
      -8
      216
      54
      63
      -5,810
      146
      2,372
      82
      50
      52
      20
      -23
      9,854
      52
      326
      312
      -4
      8
      -18,788
      -347
      5
      -1,787
      -2,586
      -2,674
      841
      3,302
      2,190
      2,552
      3
      -2,823
      44
      -16,685
      665
      -5,166
      60
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -22,984
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 936
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........................... 3 936
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- ..... 5 936
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,354
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 8,354
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 7,418
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax936 Refunded 11 6,482
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 829-3219

Located atPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+443216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1 		41,843    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,476,227
b
Average of monthly cash balances.......................
1b
124,787
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,601,014
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
3,601,014
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
54,015
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,546,999
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
177,350
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
177,350
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
936
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
936
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
176,414
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
176,414
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
176,414
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
162,118
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
162,118
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 176,414
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 139,322
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 162,118
a Applied to 2024, but not more than line 2a 139,322
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 22,796
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		153,618
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BOARD OF TRUSTEES TRINITY UNITED
METHODIST CHURCH PERRY HGTS
3757 LINCOLN WAY E
MASSILLON,OH44646 		NONE   GENERAL OPERATING 139,747
Total ................................. 3a 139,747
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 88,448  
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 -22,984  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 411  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   65,875  
13Total. Add line 12, columns (b), (d), and (e)..................
13
65,875
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
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 2025 InvestmentsCorpBondsSchedule
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
Name of Bond End of Year Book Value End of Year Fair Market Value
46625HQW3 JPMORGAN CHASE & CO 75,095 74,877
3133EEH29 FFCB 2.55% 07/07/202    
06406HDA4 BANK NEW YORK INC ME    
171239AL0 CHUBB INA HLDGS LLC 50,972 51,085
17252MAN0 CINTAS CORP NO 2 49,720 49,864
46124HAF3 INTUIT INC 51,478 51,539
00440KAC7 ACCENTURE CAP INC 50,056 49,980
11135FCD1 BROADCOM INC 50,436 50,044
231021AZ9 CUMMINS INC 50,993 51,004
24422EYF0 DEERE JOHN CAP CORP 50,441 50,533
384802AF1 GRAINGER W W INC 49,525 49,458
427866BJ6 HERSHEY CO 50,308 50,145
45866FAW4 INTERCONTINENTAL EXC 50,414 50,456
57636QBB9 MASTERCARD INC 50,280 50,232
754730AG4 RAYMOND JAMES FINL I 74,974 76,353
89115A2E1 TORONTO DOMINION BK 50,041 49,784
89417EAT6 TRAVELERS COS INC 51,000 50,735
91282CJP7 US TREASURY N/B 4.37 25,176 25,194
91282CKT7 US TREASURY N/B 4.5% 102,849 102,898
91282CKV2 US TREASURY N/B 4.62 101,480 101,598
91282CMR9 US TREASURY N/B 4.12 25,403 25,368
91282CNC1 US TREASURY N/B 4.25 50,420 50,482
91282CNG2 US TREASURY N/B 4% 0 126,640 126,641
91282CNH0 US TREASURY N/B 3.87 201,443 201,734

TY 2025 InvestmentsCorpStockSchedule
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
Name of Stock End of Year Book Value End of Year Fair Market Value
30231G102 EXXON MOBIL CORP 7,107 21,421
742718109 PROCTER & GAMBLE CO    
92343V104 VERIZON COMMUNICATIO    
592905749 METROPOLITAN WEST FD    
11135F101 BROADCOM INC 4,484 65,759
291011104 EMERSON ELEC CO 6,640 20,704
543916688 LORD ABBETT INVT TR    
72201F623 PIMCO FDS    
931142103 WAL MART STORES INC 4,309 24,622
46625H100 JPMORGAN CHASE & CO 26,251 48,333
40168W483 GUGGENHEIM FDS TR    
31428Q739 FEDERATED TOTAL RETU    
037833100 APPLE INC 19,230 326,232
594918104 MICROSOFT CORP 33,054 68,674
025537101 AMERICAN ELEC PWR CO 21,954 27,905
922031737 VANGUARD FIXED INCOM    
543487136 LOOMIS SAYLES FDS II    
049560105 ATMOS ENERGY CORP 10,752 15,757
539830109 LOCKHEED MARTIN CORP    
75513E101 RTX CORP 19,527 35,396
G54950103 LINDE PLC 5,394 14,071
007903107 ADVANCED MICRO DEVIC 24,673 33,195
02079K305 ALPHABET INC 49,982 86,075
023135106 AMAZON COM INC 40,949 52,165
03027X100 AMERICAN TOWER CORP 12,990 11,236
032654105 ANALOG DEVICES INC 16,501 22,510
04314H568 ARTISAN PARTNERS FDS    
084670702 BERKSHIRE HATHAWAY I 20,713 25,635
101137107 BOSTON SCIENTIFIC CO 23,467 33,563
22160K105 COSTCO WHOLESALE COR 21,819 25,008
22788C105 CROWDSTRIKE HLDGS IN 7,851 10,313
253868103 DIGITAL RLTY TR INC 12,711 10,366
26875P101 EOG RES INC    
285512109 ELECTRONIC ARTS INC    
30303M102 FACEBOOK INC CL-A 36,867 49,507
337738108 FISERV INC 17,544 6,986
369604301 GENERAL ELEC CO 19,033 43,432
458140100 INTEL CORP 13,445 20,664
46120E602 INTUITIVE SURGICAL I 20,787 30,583
464287507 ISHARES TR 81,370 90,486
464287804 ISHARES TR 70,240 74,512
532457108 LILLY ELI & CO 19,729 27,942
55261F104 M&T BK CORP 14,144 19,745
64110L106 NETFLIX INC 19,612 30,003
67066G104 NVIDIA CORP 33,948 69,938
67103H107 O REILLY AUTOMOTIVE 19,460 25,265
68389X105 ORACLE CORP 17,224 23,389
697435105 PALO ALTO NETWORKS I 20,558 25,972
747525103 QUALCOMM INC 11,278 11,802
773903109 ROCKWELL AUTOMATION 14,509 19,843
78463X749 SPDR INDEX SHS FDS 45,566 47,991
79466L302 SALESFORCE.COM INC    
81762P102 SERVICENOW INC 18,048 17,617
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 22,913 22,494
872540109 TJX COS INC NEW 16,701 24,578
872590104 T-MOBILE US INC    
883556102 THERMO FISHER SCIENT    
902973304 US BANCORP DEL 15,629 17,716
91913Y100 VALERO ENERGY CORP N    
921943858 VANGUARD TAX-MANAGED 151,800 185,911
922042858 VANGUARD INTL EQUITY 44,458 56,717
92826C839 VISA INC 15,682 19,289
98978V103 ZOETIS INC    
G1151C101 ACCENTURE PLC-CL A    
H1467J104 CHUBB LTD 23,213 27,467
00287Y109 ABBVIE INC 14,037 16,451
040413205 ARISTA NETWORKS INC 12,603 15,331
09857L108 ING HLDGS INC 10,140 10,711
219350105 CORNING INC 16,279 18,650
38141G104 GOLDMAN SACHS GROUP 27,110 37,797
69608A108 PALANTIR TECHNOLOGIE 18,734 21,686
806857108 SLB LTD 15,436 16,312
833445109 SNOWFLAKE INC 16,306 19,523
874039100 TAIWAN SEMICONDUCTOR 20,424 25,831
90384S303 ULTA BEAUTY INC 20,707 25,410

TY 2025 OtherDecreasesSchedule
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
Description Amount
CY PURCHASE OF ACCRUED INTEREST 2,342


TY 2025 OtherExpensesSchedule
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 OtherIncomeSchedule2
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 411 411  


TY 2025 OtherIncreasesSchedule
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
Description Amount
MUTUAL FUND TIMING ADJ 3,042
PY PURCHASE OF ACCRUED INTEREST 233
ROUNDING 1


TY 2025 TaxesSchedule
Name:
FLORENCE M FISHER CHARITABLE TRUST
EIN:
26-6144979
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 320 320   0
FEDERAL TAX PAYMENT - PRIOR YE 6,815 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,354 0   0
FOREIGN TAXES ON NONQUALIFIED 256 256   0