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
DONNA & HARRY B MCDONALD CHARITABLE TR
 
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

47-6599329
B Telephone number (see instructions)

2166945656
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)$6,159,581J 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... 198,527 197,932  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 386,131
b Gross sales price for all assets on line 6a 1,113,840
7 Capital gain net income (from Part IV, line 2)... 386,131
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
333 333  
12 Total. Add lines 1 through 11........ 584,991 584,396  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,040 38,020   38,020
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
2,798 1,004   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
245 45   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,333 39,069 0 39,470
25 Contributions, gifts, grants paid....... 492,500 492,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 572,833 39,069 0 531,970
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,158
b Net investment income (if negative, enter -0-) 545,327
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............. -353,500 505 505
2 Savings and temporary cash investments......... 629,399 95,225 95,225
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)....... 2,741,912 Click to see attachment
List of Attached Documents:
// Content
2,852,752 		4,643,441
c Investments—corporate bonds (attach schedule)....... 1,307,238 Click to see attachment
List of Attached Documents:
// Content
1,391,104 		1,420,410
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) 4,325,049 4,339,586 6,159,581
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........ 4,325,049 4,339,586
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)..... 4,325,049 4,339,586
30 Total liabilities and net assets/fund balances (see instructions). 4,325,049 4,339,586
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
4,325,049
2
Enter amount from Part I, line 27a .....................
2
12,158
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,379
4
Add lines 1, 2, and 3 ..........................
4
4,339,586
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,339,586
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 15071.22 US TREASURY BOND TIIB 2.375% 1/15/25   1950-01-01 2025-01-15
b 50. BROADCOM INC   2020-03-04 2025-02-11
c 700. CROWN CASTLE INC   2016-12-09 2025-02-11
d 45. HOME DEPOT INC.   2015-04-28 2025-02-11
e 2166.85 IVY FDS   2020-11-18 2025-02-11
65. J P MORGAN CHASE & CO   2016-03-30 2025-02-11
10. MICROSOFT CORP   2013-11-17 2025-02-11
70. NUCOR CORP   2018-08-29 2025-02-11
15. PARKER HANNIFIN CORP   2020-05-29 2025-02-11
56. SOLVENTUM CORP   2022-05-20 2025-02-11
180. WAL-MART STORES, INC.   2018-10-26 2025-02-11
2.57 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-02-18
1.2 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-02-18
2.03 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-02-18
7.21 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-02-18
11.18 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-02-18
7.36 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-02-25
1.48 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-02-25
2.74 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-02-25
11.61 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-02-25
14.09 FNMA POOL #AP7553 3% 09/01/2042     2025-02-25
4.81 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-02-25
2.14 FNMA POOL 889579 6.000% 5/1/38     2025-02-25
.08 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-02-25
3.62 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-02-25
2.47 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-02-25
3293.09 IVY FDS   2020-11-18 2025-03-06
4492.23 MFS SER TR XIII   2020-03-27 2025-03-06
1200. WISDOMTREE TR   2020-11-18 2025-03-06
3.29 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-03-17
1.29 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-03-17
1.71 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-03-17
12.13 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-03-17
5.22 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-03-17
50000. SCHWAB CHARLES CORP NEW   2022-03-23 2025-03-24
13.79 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-03-25
5.93 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-03-25
2.29 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-03-25
7.65 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-03-25
20.09 FNMA POOL #AP7553 3% 09/01/2042     2025-03-25
3.51 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-03-25
1.92 FNMA POOL 889579 6.000% 5/1/38     2025-03-25
.12 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-03-25
3.51 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-03-25
1.55 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-03-25
50000. AMERIPRISE FINL INC   2022-07-26 2025-04-02
2.68 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-04-15
1.6 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-04-15
1.77 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-04-15
5.89 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-04-15
5.36 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-04-15
440. HONEYWELL INTL INC COM   2016-03-30 2025-04-22
1065.09 IVY FDS   2020-11-18 2025-04-22
75. PARKER HANNIFIN CORP   2020-05-29 2025-04-22
225. 3M CO COM   2022-05-20 2025-04-22
225. WAL-MART STORES, INC.   2018-10-26 2025-04-22
500. WISDOMTREE TR   2020-11-18 2025-04-22
17.55 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-04-25
1.35 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-04-25
4.42 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-04-25
9.22 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-04-25
14.01 FNMA POOL #AP7553 3% 09/01/2042     2025-04-25
4.74 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-04-25
2.4 FNMA POOL 889579 6.000% 5/1/38     2025-04-25
.2 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-04-25
3.46 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-04-25
3.35 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-04-25
50000. CINTAS CORP NO 2   2022-07-26 2025-05-01
2.73 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-05-15
1.47 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-05-15
2.15 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-05-15
5.58 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-05-15
10.26 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-05-15
13.59 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-05-27
1.44 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-05-27
3.42 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-05-27
21.81 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-05-27
21.71 FNMA POOL #AP7553 3% 09/01/2042     2025-05-27
4.69 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-05-27
2.66 FNMA POOL 889579 6.000% 5/1/38     2025-05-27
.28 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-05-27
4.96 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-05-27
1.68 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-05-27
2.25 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-06-16
1.48 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-06-16
2.17 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-06-16
5.43 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-06-16
7.27 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-06-16
11.17 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-06-25
1.4 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-06-25
3.95 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-06-25
16.13 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-06-25
17.78 FNMA POOL #AP7553 3% 09/01/2042     2025-06-25
4.28 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-06-25
3.12 FNMA POOL 889579 6.000% 5/1/38     2025-06-25
.09 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-06-25
10.43 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-06-25
2.73 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-06-25
3.32 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-07-15
1.59 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-07-15
2.13 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-07-15
15.66 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-07-15
11.68 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-07-15
14.81 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-07-25
3.09 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-07-25
1.77 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-07-25
12.55 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-07-25
20.17 FNMA POOL #AP7553 3% 09/01/2042     2025-07-25
3.68 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-07-25
2.77 FNMA POOL 889579 6.000% 5/1/38     2025-07-25
.08 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-07-25
3.5 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-07-25
3.58 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-07-25
3.08 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-08-15
1.32 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-08-15
2.27 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-08-15
11.8 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-08-15
7.47 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-08-15
12.31 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-08-25
1.41 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-08-25
4.1 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-08-25
22.89 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-08-25
17.38 FNMA POOL #AP7553 3% 09/01/2042     2025-08-25
4.98 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-08-25
2.06 FNMA POOL 889579 6.000% 5/1/38     2025-08-25
.12 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-08-25
12.95 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-08-25
6.18 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-08-25
100. APPLE COMPUTER   2016-03-30 2025-09-09
50. BROADCOM INC   2020-03-04 2025-09-09
35. CATERPILLAR INC.   2019-12-10 2025-09-09
7284.08 FEDERATED TOTAL RETURN SERS INC   2018-08-29 2025-09-09
60. J P MORGAN CHASE & CO   2016-03-30 2025-09-09
50. MCDONALDS CORP   2015-04-28 2025-09-09
35. MICROSOFT CORP   2013-11-17 2025-09-09
445. NUCOR CORP     2025-09-09
300. WAL-MART STORES, INC.   2018-10-26 2025-09-09
800. WISDOMTREE TR     2025-09-09
35. LINDE PLC   2018-10-31 2025-09-09
3.14 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-09-15
1.45 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-09-15
1.73 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-09-15
5.4 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-09-15
8.35 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-09-15
23.83 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-09-25
1.52 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-09-25
2.12 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-09-25
13.2 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-09-25
19.58 FNMA POOL #AP7553 3% 09/01/2042     2025-09-25
4.06 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-09-25
2.09 FNMA POOL 889579 6.000% 5/1/38     2025-09-25
.18 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-09-25
3.54 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-09-25
1.62 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-09-25
2.95 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-10-15
1.66 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-10-15
1.75 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-10-15
11.15 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-10-15
9.67 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-10-15
14.65 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-10-27
1.43 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-10-27
4.28 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-10-27
13.32 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-10-27
16.95 FNMA POOL #AP7553 3% 09/01/2042     2025-10-27
4.9 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-10-27
2.31 FNMA POOL 889579 6.000% 5/1/38     2025-10-27
.17 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-10-27
3.63 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-10-27
5.23 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-10-27
2.26 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-11-17
1.82 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-11-17
2.02 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-11-17
12.69 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-11-17
7.16 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-11-17
6.86 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-11-25
1.49 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-11-25
4.88 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-11-25
14.24 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-11-25
20.26 FNMA POOL #AP7553 3% 09/01/2042     2025-11-25
4.26 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-11-25
2.53 FNMA POOL 889579 6.000% 5/1/38     2025-11-25
.39 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-11-25
13.26 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-11-25
2.61 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-11-25
2.84 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-12-15
1.6 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-12-15
2.01 FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-12-15
5.57 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-12-15
6.97 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-12-15
29.74 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-12-26
1.3 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-12-26
3.09 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-12-26
8.45 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-12-26
16.71 FNMA POOL #AP7553 3% 09/01/2042     2025-12-26
3.62 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-12-26
2.09 FNMA POOL 889579 6.000% 5/1/38     2025-12-26
.17 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-12-26
3.57 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-12-26
3.91 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-12-26
2.62 FED HOME LN MTG CORP PARTN CTF   2013-07-12 2025-12-31
1.4 FHLMC GOLD POOL #G08537 3% 07/01/2043   2013-09-06 2025-12-31
2. FED HOME LN MTG CORP PARTN CTF   2013-09-05 2025-12-31
12.7 FED HOME LN MTG CORP PARTN CTFS   2012-08-14 2025-12-31
6.54 FED HOME LN MTG CORP PARTN CTFS   2012-06-07 2025-12-31
19.4 FEDERAL NATL MTG ASSN GTD MTG   2012-04-16 2025-12-31
1.43 FEDERAL NATL MTG ASSN GTD MTG   2013-06-18 2025-12-31
2.99 FNMA POOL #AJ5300 4% 11/01/2041   2013-09-06 2025-12-31
21.59 FEDERAL NATL MTG ASSN GTD MTG   2011-03-17 2025-12-31
12.59 FNMA POOL #AP7553 3% 09/01/2042     2025-12-31
3.4 FNMA POOL #735484 5% 05/01/2035   2013-03-18 2025-12-31
2.08 FNMA POOL 889579 6.000% 5/1/38     2025-12-31
.07 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-09-09 2025-12-31
3.76 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2012-01-11 2025-12-31
5.56 FEDERAL NATL MTG ASSN GTD MTG PASS THRU   2011-10-13 2025-12-31
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 15,068   15,071 -3
b 11,530   1,395 10,135
c 62,522   58,420 4,102
d 18,574   4,989 13,585
e 40,000   34,366 5,634
17,535   3,895 13,640
4,106   376 3,730
9,838   4,504 5,334
10,124   2,704 7,420
4,137   5,201 -1,064
18,419   5,929 12,490
3   3  
1   1  
2   2  
7   8 -1
11   12 -1
7   8 -1
1   2 -1
3   3  
12   12  
14   15 -1
5   5  
2   2  
       
4   4  
2   3 -1
60,000   52,228 7,772
72,325   60,151 12,174
38,723   30,256 8,467
3   3  
1   1  
2   2  
12   13 -1
5   6 -1
50,000   50,000  
14   15 -1
6   6  
2   2  
8   8  
20   21 -1
4   4  
2   2  
       
4   4  
2   2  
50,000   49,832 168
3   3  
2   2  
2   2  
6   6  
5   6 -1
87,522   47,182 40,340
18,000   16,892 1,108
42,436   13,518 28,918
30,705   27,767 2,938
21,368   7,411 13,957
14,805   12,607 2,198
18   19 -1
1   1  
4   5 -1
9   9  
14   15 -1
5   5  
2   3 -1
       
3   4 -1
3   4 -1
50,000   49,966 34
3   3  
1   1  
2   2  
6   6  
10   11 -1
14   15 -1
1   2 -1
3   4 -1
22   22  
22   23 -1
5   5  
3   3  
       
5   5  
2   2  
2   2  
1   1  
2   2  
5   6 -1
7   8 -1
11   12 -1
1   1  
4   4  
16   16  
18   19 -1
4   5 -1
3   3  
       
10   11 -1
3   3  
3   3  
2   2  
2   2  
16   17 -1
12   12  
15   16 -1
3   3  
2   2  
13   13  
20   21 -1
4   4  
3   3  
       
4   4  
4   4  
3   3  
1   1  
2   2  
12   13 -1
7   8 -1
12   13 -1
1   2 -1
4   4  
23   23  
17   18 -1
5   6 -1
2   2  
       
13   13  
6   7 -1
23,603   2,744 20,859
16,912   1,395 15,517
14,607   5,001 9,606
70,000   76,920 -6,920
17,852   3,595 14,257
15,627   4,818 10,809
17,448   1,316 16,132
63,226   24,195 39,031
30,669   9,881 20,788
49,584   36,290 13,294
16,488   5,721 10,767
3   3  
1   1  
2   2  
5   6 -1
8   9 -1
24   26 -2
2   2  
2   2  
13   13  
20   21 -1
4   4  
2   2  
       
4   4  
2   2  
3   3  
2   2  
2   2  
11   12 -1
10   10  
15   16 -1
1   2 -1
4   4  
13   14 -1
17   18 -1
5   5  
2   3 -1
       
4   4  
5   6 -1
2   2  
2   2  
2   2  
13   14 -1
7   8 -1
7   7  
1   2 -1
5   5  
14   15 -1
20   21 -1
4   5 -1
3   3  
       
13   14 -1
3   3  
3   3  
2   2  
2   2  
6   6  
7   7  
30   32 -2
1   1  
3   3  
8   9 -1
17   18 -1
4   4  
2   2  
       
4   4  
4   4  
3   3  
1   1  
2   2  
13   14 -1
7   7  
19   21 -2
1   2 -1
3   3  
22   22  
13   13  
3   4 -1
2   2  
       
4   4  
6   6  
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
      28,980
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       -3
b       10,135
c       4,102
d       13,585
e       5,634
      13,640
      3,730
      5,334
      7,420
      -1,064
      12,490
       
       
       
      -1
      -1
      -1
      -1
       
       
      -1
       
       
       
       
      -1
      7,772
      12,174
      8,467
       
       
       
      -1
      -1
       
      -1
       
       
       
      -1
       
       
       
       
       
      168
       
       
       
       
      -1
      40,340
      1,108
      28,918
      2,938
      13,957
      2,198
      -1
       
      -1
       
      -1
       
      -1
       
      -1
      -1
      34
       
       
       
       
      -1
      -1
      -1
      -1
       
      -1
       
       
       
       
       
       
       
       
      -1
      -1
      -1
       
       
       
      -1
      -1
       
       
      -1
       
       
       
       
      -1
       
      -1
       
       
       
      -1
       
       
       
       
       
       
       
       
      -1
      -1
      -1
      -1
       
       
      -1
      -1
       
       
       
      -1
      20,859
      15,517
      9,606
      -6,920
      14,257
      10,809
      16,132
      39,031
      20,788
      13,294
      10,767
       
       
       
      -1
      -1
      -2
       
       
       
      -1
       
       
       
       
       
       
       
       
      -1
       
      -1
      -1
       
      -1
      -1
       
      -1
       
       
      -1
       
       
       
      -1
      -1
       
      -1
       
      -1
      -1
      -1
       
       
      -1
       
       
       
       
       
       
      -2
       
       
      -1
      -1
       
       
       
       
       
       
       
       
      -1
       
      -2
      -1
       
       
       
      -1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 386,131
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 7,580
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 7,580
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 7,580
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,226
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 3,226
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 4,354
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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. (216) 694-5656

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 		76,040    
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
6,043,174
b
Average of monthly cash balances.......................
1b
142,611
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,185,785
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
6,185,785
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,787
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,092,998
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
304,650
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
304,650
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,580
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,580
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
297,070
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
297,070
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
297,070
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
531,970
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
531,970
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 7 297,070
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 34,536
b From 2021...... 29,169
c From 2022...... 67,863
d From 2023...... 107,535
e From 2024...... 93,418
f Total of lines 3a through e ........ 332,521
4Qualifying distributions for 2025 from Part
XI, line 4: $ 531,970
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 297,070
e Remaining amount distributed out of corpus 234,900
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 5 567,421
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		34,536
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		532,885
10 Analysis of line 9:
a Excess from 2021 .... 29,169
b Excess from 2022 .... 67,863
c Excess from 2023 .... 107,535
d Excess from 2024 .... 93,418
e Excess from 2025 .... 234,900
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 e-mail address of the person to whom applications should be addressed:
DONNA HARRY MCDONALD CHARITABLE
101 WEST PROSPECT AVE
CLEVELAND,OH44115
(216) 694-5656
bThe form in which applications should be submitted and information and materials they should include:
FORM IS AVAILABLE UPON REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY
KENNESAW,GA30144 		NONE   GENERAL OPERATING 5,000

ST JEROMES CHURCH

207 GARFIELD ST
E ROCHESTER,NY144452251 		NONE   GENERAL OPERATING 10,000

WOUNDED WARRIOR PROJECT

4899 BELFORT RD
JACKSONVILLE,FL32256 		NONE   GENERAL OPERATING 15,000

GO2 FOUNDATION FOR LUNG CANCER

2033 K ST NW STE 500
WASHINGTON,DC20006 		NONE   GENERAL OPERATING 10,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 15,000

ST JOSEPHS HOME FOR THE BLIND

399 HUDSON TERRACE
ENGLEWOOD CLIFFS,NJ07632 		NONE   GENERAL OPERATING 5,000

2ND AND 7 FOUNDATION

68 N HIGH ST STE 105 BLDG E
NEW ALBANY,OH43054 		NONE   GENERAL OPERATING 10,000

CRISTO REY COLUMBUS HIGH SCHOOL

400 E TOWN ST
COLUMBUS,OH432154708 		NONE   GENERAL OPERATING 10,000

ST FRANCIS DE SALES CINCINNATI

1600 MADISON RD
CINCINNATI,OH45206 		NONE   GENERAL OPERATING 2,500

PURCELL MARIAN HIGH SCHOOL

2935 HACKBERRY ST
CINCINNATI,OH45206 		NONE   GENERAL OPERATING 10,000

NATIONWIDE CHILDRENS HOSPITAL FOUNDATION

700 CHILDRENS DR
COLUMBUS,OH432052664 		NONE   GENERAL OPERATING 15,000

OHIO STATE UNIVERSITY FOUNDATION

14 E 15TH AVE 4TH FL
COLUMBUS,OH432014487 		NONE   GENERAL OPERATING 5,000

UPPER ARLINGTON EDUCATION FOUNDATION

1619 ZOLLINGER RD
COLUMBUS,OH432212905 		NONE   GENERAL OPERATING 10,000

THE HOMELESS FAMILIES FOUNDATION

33 N GRUBB ST
COLUMBUS,OH432152748 		NONE   GENERAL OPERATING 7,500

UNVERFERTH HOUSE INC

190 KING AVE
COLUMBUS,OH432012703 		NONE   GENERAL OPERATING 7,500

SPECIAL OLYMPICS

3303 WINCHESTER PIKE
COLUMBUS,OH43232 		NONE   GENERAL OPERATING 5,000

ROTARY CLUB OF COLUMBUS OHIO

PO BOX 494
HILLIARD,OH43026 		NONE   GENERAL OPERATING 15,000

CATHOLIC DIOCESE OF COLUMBUS

198 E BROAD ST
COLUMBUS,OH432153702 		NONE   GENERAL OPERATING 7,500

JUNIOR LEAGUE OF COLUMBUS INC

586 TOWN ST
COLUMBUS,OH43215 		NONE   GENERAL OPERATING 7,500

BISHOP WATTERSON HIGH SCHOOL

99 E COOKE RD
COLUMBUS,OH43214 		NONE   GENERAL OPERATING 10,000

OHIO HEALTH FOUNDATION

OHIO HEALTH PKWY FL 3
COLUMBUS,OH43202 		NONE   GENERAL OPERATING 10,000

ST ANDREWS ABBEY

10510 BUCKEYE RD
CLEVELAND,OH44104 		NONE   GENERAL OPERATING 15,000

CLEVELAND CLINIC

9500 EUCLID AVE
CLEVELAND,OH44195 		NONE   GENERAL OPERATING 10,000

LITTLE SISTERS OF THE POOR

601 MAIDEN CHOICE LN
BALTIMORE,MD21228 		NONE   GENERAL OPERATING 20,000

RECOVERY RESOURCES CLEVELAND

4269 PEARL RD
CLEVELAND,OH441094234 		NONE   GENERAL OPERATING 5,000

WEST SIDE CATHOLIC CENTER

3135 LORAIN AVE
CLEVELAND,OH44113 		NONE   GENERAL OPERATING 15,000

HOSPICE OF THE WESTERN RESERVE INC

17876 SAINT CLAIR AVE
CLEVELAND,OH441102602 		NONE   GENERAL OPERATING 15,000

GREATER CLEVELAND FOOD BANK

15500 S WATERLOO RD
CLEVELAND,OH44110 		NONE   GENERAL OPERATING 20,000

MALACHI HOUSE INC

2810 CLINTON AVE
CLEVELAND,OH441132939 		NONE   GENERAL OPERATING 5,000

BENEDICTINE HIGH SCHOOL INC

2900 MARTIN LUTHER KING JR DR
CLEVELAND,OH441044802 		NONE   GENERAL OPERATING 60,000

ST PETERS CHURCH

726 CLEVELAND AVE NW
CANTON,OH44702 		NONE   GENERAL OPERATING 10,000

UNIVERSITY OF NOTRE DAME

803 GRACE HALL
NOTRE DAME,IN46556 		NONE   GENERAL OPERATING 30,000

MILLER GARDEN CLUB

7401 HEMLOCK AVE
GARY,IN46403 		NONE   GENERAL OPERATING 5,000

CURE JM FOUNDATION

19309 WINMEADE DR SUITE 204
LEESBURG,VA201766507 		NONE   GENERAL OPERATING 5,000

JESUIT RETREAT HOUSE

4800 FAHRNWALD RD
OSHKOSH,WI549027502 		NONE   GENERAL OPERATING 10,000

ST CHARLES HIGH SCHOOL

5305 PINEY CHURCH RD
WALDORF,MD20602 		NONE   GENERAL OPERATING 7,500

ARTHRITIS FOUNDATION

1355 W PEACHTREE ST
ATLANTA,GA30309 		NONE   GENERAL OPERATING 20,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

262 DANNY THOMAS PL
MEMPHIS,TN381053678 		NONE   GENERAL OPERATING 10,000

ROCK IT OUT

18626 DETROIT AVE STE C
LAKEWOOD,OH44107 		NONE   GENERAL OPERATING 5,000

KCNA2 EPILEPSY INC

8137 BISHOPS CT
BROADVIEW HTS,OH441472586 		NONE   GENERAL OPERATING 15,000

ASHTABULA ST JOHN SCHOOL

7911 DEPOT RD
ASHTABULA,OH44004 		NONE   GENERAL OPERATING 10,000

ST MARY PARISH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE   GENERAL OPERATING 2,500

WARNER PARK

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE   GENERAL OPERATING 5,000
Total ................................. 3a 492,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 198,527  
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 ............ 		    18 386,131  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 333  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   584,991  
13Total. Add line 12, columns (b), (d), and (e)..................
13
584,991
(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:
DONNA & HARRY B MCDONALD CHARITABLE TR
EIN:
47-6599329
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:
DONNA & HARRY B MCDONALD CHARITABLE TR
EIN:
47-6599329
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:
DONNA & HARRY B MCDONALD CHARITABLE TR
EIN:
47-6599329
Name of Bond End of Year Book Value End of Year Fair Market Value
912810FR4 US TREASURY BOND TII    
312945DN5 FED HOME LN MTG CORP 900 820
31402RCV9 FNMA POOL #735484 5% 313 291
91324PAR3 UNITEDHEALTH GROUP I 9,692 9,602
3138EGCB8 FEDERAL NATL MTG ASS 1,200 1,188
00206RHZ8 AT&T INC 7,850 7,905
3138A5BP6 FEDERAL NATL MTG ASS 1,392 1,269
3138AW3J0 FNMA POOL #AJ5300 4% 306 293
035229DC4 ANHEUSER-BUSCH COS L 9,273 8,921
912810PZ5 US TREASURY INFLATIO 21,179 21,868
912810QL5 UNITED STATES TREAS 14,964 13,528
3128MJS35 FHLMC GOLD POOL #G08 164 158
31359MGK3 FNMA 22,815 22,525
3128MJS76 FED HOME LN MTG CORP 231 224
912810QQ4 UNITED STATES TREAS 15,199 13,661
31417ARY7 FEDERAL NATL MTG ASS 749 699
31416M5Z3 FEDERAL NATL MTG ASS 13 12
31419GCH5 FEDERAL NATL MTG ASS 303 287
92857WAQ3 VODAFONE GROUP PLC N 8,502 8,719
912810FG8 UNITED STATES TREAS 4,315 4,198
912810PW2 US TREASURY BOND 4.3 24,884 23,224
312943GW7 FED HOME LN MTG CORP 1,050 953
3128MJQ37 FED HOME LN MTG CORP 275 259
3138ANDY6 FEDERAL NATL MTG ASS 312 286
3138MBMB9 FNMA POOL #AP7553 3% 2,169 1,901
31410KJY1 FNMA POOL 889579 6.0 234 224
808513BB0 SCHWAB CHARLES CORP    
03076CAK2 AMERIPRISE FINL INC    
032654AN5 ANALOG DEVICES INC 50,039 49,849
17252MAP5 CINTAS CORP NO 2    
023135CP9 AMAZON COM INC 99,637 101,654
06368LAQ9 BANK MONTREAL QUE 98,142 101,302
512807AS7 LAM RESH CORP 99,493 99,944
69371RS31 PACCAR FINL CORP MED 50,265 50,872
74460WAF4 PUBLIC STORAGE 48,604 51,631
91282CHZ7 US TREASURY N/B 4.62 49,285 51,980
91324PEQ1 UNITEDHEALTH GROUP I 49,152 52,070
110122DY1 BRISTOL MYERS SQUIBB 52,077 53,366
17275RBS0 CISCO SYS INC 49,791 51,734
20030NCU3 COMCAST CORP NEW 48,804 49,969
91282CHR5 US TREASURY N/B 4% 0 49,461 50,648
91282CKN0 US TREASURY N/B 4.62 50,127 52,074
94106LBT5 WASTE MGMT INC DEL 98,397 101,736
961214FT5 WESTPAC BKG CORP 100,149 103,350
00440KAC7 ACCENTURE CAP INC 48,745 49,980
166756BE5 CHEVRON U S A INC 50,506 51,335
427866BM9 HERSHEY CO 50,592 51,700
482480AL4 KLA CORP 49,475 50,775
91282CMK4 US TREASURY N/B 4.37 50,079 51,426

TY 2025 InvestmentsCorpStockSchedule
Name:
DONNA & HARRY B MCDONALD CHARITABLE TR
EIN:
47-6599329
Name of Stock End of Year Book Value End of Year Fair Market Value
494368103 KIMBERLY-CLARK CORP 46,910 42,374
31428Q739 FEDERATED TOTAL RETU 286,916 260,979
744320102 PRUDENTIAL FINL INC 49,173 56,440
149123101 CATERPILLAR INC 30,845 131,760
594918104 MICROSOFT CORP 11,279 145,086
46625H100 JPMORGAN CHASE & CO 26,497 144,999
30231G102 EXXON MOBIL CORP 69,703 99,281
670346105 NUCOR CORP    
931142103 WAL MART STORES INC 31,437 106,954
438516106 HONEYWELL INTL INC    
78464A698 SPDR SER TR 49,933 84,253
11135F101 BROADCOM INC 16,741 207,660
65339F101 NEXTERA ENERGY INC 34,971 94,730
74340W103 PROLOGIS INC 33,629 63,830
037833100 APPLE INC 18,785 217,488
871829107 SYSCO CORP 26,201 35,003
97717W604 WISDOMTREE TR 83,204 110,385
97717W794 WISDOMTREE TR 226,296 345,713
72201F623 PIMCO FDS 60,000 38,024
478160104 JOHNSON & JOHNSON 53,612 103,475
580135101 MCDONALDS CORP 30,350 96,273
701094104 PARKER-HANNIFIN CORP 22,529 109,870
46600B409 IVY FDS 196,513 210,762
452308109 ILLINOIS TOOL WKS IN 30,846 73,890
92939U106 WEC ENERGY GROUP INC 59,745 105,460
191216100 COCA COLA CO 58,979 101,370
030420103 AMERICAN WTR WKS CO 56,904 84,825
277432100 EASTMAN CHEM CO 20,351 19,149
742718109 PROCTER & GAMBLE CO 45,915 78,821
22822V101 CROWN CASTLE INC    
459200101 INTERNATIONAL BUSINE 51,639 114,041
166764100 CHEVRON CORP NEW 53,194 86,874
552982720 MFS SER TR XIII    
437076102 HOME DEPOT INC 23,451 75,702
053484101 AVALONBAY CMNTYS INC 42,166 36,262
756109104 REALTY INCOME CORP 37,214 31,004
828806109 SIMON PPTY GROUP INC 34,546 49,980
88579Y101 3M CO    
713448108 PEPSICO INC 65,630 57,408
26441C204 DUKE ENERGY CORP NEW 63,726 70,326
539830109 LOCKHEED MARTIN CORP 58,948 67,714
G54950103 LINDE PLC 31,874 83,146
09290D101 BLACKROCK INC NEW 39,593 80,276
83444M101 SOLVENTUM CORP.    
001055102 AFLAC INC 53,963 55,135
025537101 AMERICAN ELEC PWR CO 59,900 69,186
04314H568 ARTISAN PARTNERS FDS 20,000 20,131
191912401 COHEN & STEERS REAL 85,000 82,899
291011104 EMERSON ELEC CO 59,811 63,042
75513E101 RTX CORP 51,836 82,530
842587107 SOUTHERN CO 59,108 56,244
861728400 STONE RIDGE TR 60,000 60,000
922031737 VANGUARD FIXED INCOM 78,000 78,164
92343V104 VERIZON COMMUNICATIO 56,082 52,949
97717W315 WISDOMTREE TR 30,532 34,332
G5960L103 MEDTRONIC PLC 58,275 67,242

TY 2025 OtherExpensesSchedule
Name:
DONNA & HARRY B MCDONALD CHARITABLE TR
EIN:
47-6599329
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200
INVESTMENT EXPENSES-DIVIDEND I 45 45   0


TY 2025 OtherIncomeSchedule2
Name:
DONNA & HARRY B MCDONALD CHARITABLE TR
EIN:
47-6599329
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 333 333  


TY 2025 OtherIncreasesSchedule
Name:
DONNA & HARRY B MCDONALD CHARITABLE TR
EIN:
47-6599329
Description Amount
MUTUAL FUND TIMING ADJ 2,374
CY PENDING SALES 5


TY 2025 TaxesSchedule
Name:
DONNA & HARRY B MCDONALD CHARITABLE TR
EIN:
47-6599329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 881 881   0
FEDERAL ESTIMATES - PRINCIPAL 1,794 0   0
FOREIGN TAXES ON NONQUALIFIED 123 123   0