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
CHARLES E AND MABEL M RITCHIE MEMORIAL
 
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

34-6500802
B Telephone number (see instructions)

3303847301
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)$9,447,395J 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... 222,245 222,245  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 170,953
b Gross sales price for all assets on line 6a 1,858,305
7 Capital gain net income (from Part IV, line 2)... 170,953
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 393,198 393,198  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 87,176 43,588   43,588
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
19,602 2,279   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.......... 108,228 45,867 0 45,038
25 Contributions, gifts, grants paid....... 420,000 420,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 528,228 45,867 0 465,038
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -135,030
b Net investment income (if negative, enter -0-) 347,331
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......... 92,380 178,662 178,662
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)....... 4,781,056 Click to see attachment
List of Attached Documents:
// Content
4,863,235 		7,048,724
c Investments—corporate bonds (attach schedule)....... 2,493,692 Click to see attachment
List of Attached Documents:
// Content
2,192,606 		2,220,009
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) 7,367,128 7,234,503 9,447,395
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........ 7,367,128 7,234,503
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)..... 7,367,128 7,234,503
30 Total liabilities and net assets/fund balances (see instructions). 7,367,128 7,234,503
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
7,367,128
2
Enter amount from Part I, line 27a .....................
2
-135,030
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,022
4
Add lines 1, 2, and 3 ..........................
4
7,235,120
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
617
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,234,503
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 291. ADVANCED MICRO DEVICES INC W/1     2025-02-19
b 209. ADVANCED MICRO DEVICES INC W/1   2024-01-31 2025-02-19
c 64.46 ALPHABET INC   2024-12-12 2025-02-19
d 212.54 ALPHABET INC     2025-02-19
e 30. APPLE COMPUTER   2020-03-17 2025-02-19
58. BOSTON SCIENTIFIC CORP   2023-06-12 2025-02-19
14.18 BROADCOM INC     2025-02-19
10.82 BROADCOM INC   2024-01-31 2025-02-19
1.86 FACEBOOK INC CL-A     2025-02-19
2.13 FACEBOOK INC CL-A   2024-01-31 2025-02-19
644.34 FIRST EAGLE FDS   2022-06-01 2025-02-19
10.61 ISHARES S & P SMALLCAP 600   2024-09-05 2025-02-19
67.39 ISHARES S & P SMALLCAP 600   2021-08-02 2025-02-19
81. LOCKHEED MARTIN (COMMON STOCK)   2022-06-01 2025-02-19
136. MICROSOFT CORP     2025-02-19
443.01 NVIDIA CORP     2025-02-19
211. VANGUARD INTL EQUITY INDEX FDS     2025-02-19
1419. VERIZON COMMUNICATIONS     2025-02-19
273. ZOETIS INC   2023-12-06 2025-02-19
100000. SCHWAB CHARLES CORP NEW   2021-12-09 2025-04-01
100000. CITIGROUP GLOBAL MKTS HLDGS INC MEDIUM T   2022-05-11 2025-05-13
332. EOG RESOURCES INC   2022-06-01 2025-07-22
237. PROCTER & GAMBLE CO   2024-09-05 2025-07-22
237. PROCTER & GAMBLE CO     2025-07-22
130. T-MOBILE US INC   2024-12-12 2025-07-22
160. T-MOBILE US INC   2024-01-31 2025-07-22
66. THERMO ELECTRON CORP W/1 RT/SH     2025-07-22
495. VALERO ENERGY     2025-07-22
218. ACCENTURE PLC     2025-07-22
200000. US TREASURY N/B 3.125% 08/15/2025   2022-09-08 2025-08-15
1034. EQT CORP   2025-02-19 2025-09-15
615. ELECTRONIC ARTS INC     2025-09-15
5088.69 MFS SER TR XIII     2025-09-15
50. SALESFORCE INC   2024-12-12 2025-09-15
166. SALESFORCE INC     2025-09-15
130. SHERWIN WILLIAMS CO   2024-12-12 2025-09-15
379.51 VANGUARD INTL EQUITY INDEX FDS   2024-12-12 2025-09-15
1126.49 VANGUARD INTL EQUITY INDEX FDS   2024-09-05 2025-09-15
3452.7 VICTORY PORTFOLIOS   2021-12-15 2025-09-15
100000. METLIFE INC   2022-05-04 2025-11-13
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 33,147   41,109 -7,962
b 23,807   34,993 -11,186
c 11,881   12,551 -670
d 39,174   6,912 32,262
e 7,333   1,858 5,475
6,105   2,984 3,121
3,223   1,971 1,252
2,460   1,284 1,176
1,317   975 342
1,500   846 654
17,036   15,889 1,147
1,239   1,191 48
7,868   7,440 428
34,904   35,473 -569
55,557   11,957 43,600
61,834   2,738 59,096
9,691   9,450 241
58,610   58,536 74
42,364   49,730 -7,366
100,000   100,000  
100,000   100,000  
38,941   46,125 -7,184
37,048   41,437 -4,389
37,048   31,289 5,759
30,273   30,167 106
37,259   25,826 11,433
27,835   38,645 -10,810
72,443   44,594 27,849
61,873   25,920 35,953
200,000   199,252 748
52,371   57,544 -5,173
105,270   90,698 14,572
86,508   96,837 -10,329
12,079   17,837 -5,758
40,101   48,431 -8,330
46,636   47,980 -1,344
20,363   17,700 2,663
60,442   49,746 10,696
161,759   179,437 -17,678
100,000   100,000  
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
      11,006
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       -7,962
b       -11,186
c       -670
d       32,262
e       5,475
      3,121
      1,252
      1,176
      342
      654
      1,147
      48
      428
      -569
      43,600
      59,096
      241
      74
      -7,366
       
       
      -7,184
      -4,389
      5,759
      106
      11,433
      -10,810
      27,849
      35,953
      748
      -5,173
      14,572
      -10,329
      -5,758
      -8,330
      -1,344
      2,663
      10,696
      -17,678
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 170,953
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 4,828
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 4,828
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 4,828
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,082
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 10,082
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 5,254
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax4,828 Refunded 11 426
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) 384-7301

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 		87,176    
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
8,932,698
b
Average of monthly cash balances.......................
1b
286,249
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,218,947
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
9,218,947
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,284
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,080,663
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
454,033
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
454,033
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,828
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,828
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
449,205
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
449,205
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
449,205
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
465,038
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
465,038
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 7 449,205
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 321,875
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: $ 465,038
a Applied to 2024, but not more than line 2a 321,875
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..... 143,163
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 .......... 		306,042
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 e-mail address of the person to whom applications should be addressed:
BRENDA MOUBRAY co HUNTINGTON NAT
106 S MAIN ST 5TH FLOOR TOW 23
AKRON,OH44308
(330) 384-7320
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
cAny submission deadlines:
NO DEADLINE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS OF SUMMIT COUNTY PER TERMS OF THE DOCUMENT
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

OPEN M FOUNDATION

941 PRINCETON ST
AKRON,OH44311 		NONE   GENERAL OPERATING 7,000

STEWARTS CARING PLACE

3501 RIDGE PARK DR
FAIRLAWN,OH443338203 		NONE   GENERAL OPERATING 4,000

LOVE AKRON INC

17 S MAIN ST
AKRON,OH44308 		NONE   GENERAL OPERATING 5,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 6,000

RONALD MCDONALD HOUSE OF CHARITIES NE

250 1ST AVE
BOSTON,MA02129 		NONE   GENERAL OPERATING 5,000

HUMANE SOCIETY OF SUMMIT COUNTY

7996 DARROW RD
TWINSBURG,OH440876822 		NONE   GENERAL OPERATING 7,000

CUYAHOGA VALLEY PRESERVATION AND SCENIC

PO BOX 158
PENINSULA,OH442640158 		NONE   GENERAL OPERATING 5,000

DANCING CLASSROOMS NORTHEAST OHIO

1085 ROCKSIDE RD STE 6
PARMA,OH441342700 		NONE   GENERAL OPERATING 10,000

SOUTH STREET MINISTRIES

798 GRANT ST
AKRON,OH443112112 		NONE   GENERAL OPERATING 4,000

COMMUNITY OUTREACH RESOURCES EXCHANGE

PO BOX 1192
CUYAHOGA FLS,OH44223 		NONE   GENERAL OPERATING 2,500

CROWN POINT ECOLOGY CENTER

PO BOX 484
BATH,OH442100484 		NONE   GENERAL OPERATING 6,000

TRI COUNTY JOBS FOR OHIOS GRADUATES

1333 HOME AVE
AKRON,OH44310 		NONE   GENERAL OPERATING 3,000

THE GRIEFCARE PLACE INC

4499 DARROW RD
STOW,OH442241854 		NONE   GENERAL OPERATING 5,000

OHIO FOUNDATION OF INDEPENDENT COLLEGES

250 E BROAD ST
COLUMBUS,OH43215 		NONE   GENERAL OPERATING 3,000

CHILDREN'S HOSPITAL MEDICAL CTR

ONE PERKINS SQUARE
AKRON,OH44308 		NONE   GENERAL OPERATING 6,000

GREENLEAF FAMILY CENTER

580 GRANT ST
AKRON,OH44311 		NONE   GENERAL OPERATING 5,000

THE CLEVELAND ORCHESTRA

11001 EUCLID AVE
CLEVELAND,OH44106 		NONE   GENERAL OPERATING 10,000

AKRON COMMUNITY SERVICE CTR

440 VERNON ODOM BLVD
AKRON,OH443072108 		NONE   GENERAL OPERATING 4,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 EAST BLVD
CLEVELAND,OH441061703 		NONE   GENERAL OPERATING 4,000

OHIOGUIDESTONE

343 WEST BAGLEY RD
BEREA,OH440171370 		NONE   GENERAL OPERATING 5,000

CHILD GUIDANCE & FAMILY SOLUTIONS

18 N FORGE ST
AKRON,OH443041317 		NONE   GENERAL OPERATING 6,500

GIRL SCOUTS OF NORTHEAST OHIO

ONE GIRL SCOUT WAY
MACEDONIA,OH440562150 		NONE   GENERAL OPERATING 4,000

LAKE ERIE COLLEGE

391 W WASHINGTON ST
PAINESVILLE,OH440773309 		NONE   SCHOLARSHIPS 15,000

HAVEN OF REST MINISTRIES

PO BOX 547
AKRON,OH443090547 		NONE   GENERAL OPERATING 6,000

COMMUNITY LEGAL AID SERVICES INC

50 S MAIN ST STE 800
AKRON,OH443081823 		NONE   GENERAL OPERATING 7,000

TUESDAY MUSICAL ASSOCIATION

1041 W MARKET ST STE 200
AKRON,OH443137103 		NONE   GENERAL OPERATING 12,000

AKRON ART MUSEUM

1 S HIGH ST
AKRON,OH443081801 		NONE   GENERAL OPERATING 3,000

STAN HYWET HALL GARDENS

714 N PORTAGE PATH
AKRON,OH443031399 		NONE   GENERAL OPERATING 7,500

CHILDRENS CONCERT SOCIETY OF AKRON

198 HILL ST
AKRON,OH44325 		NONE   GENERAL OPERATING 5,000

JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO

4353 EXECUTIVE CIR NW
CANTON,OH44718 		NONE   GENERAL OPERATING 6,500

COMMUNITY HALL FOUNDATION

182 S MAIN ST
AKRON,OH443081316 		NONE   GENERAL OPERATING 5,000

PORTAGE PATH COMMUNITY

340 S BROADWAY ST
AKRON,OH443081529 		NONE   GENERAL OPERATING 8,000

BIG BROTHERS BIG SISTERS OF SUMMIT

50 SOUTH MAIN ST STE LL 110
AKRON,OH443081860 		NONE   GENERAL OPERATING 3,000

INTERNATIONAL SOAP BOX DERBY INC

1000 GEORGE WASHINGTON BLVD
AKRON,OH443123004 		NONE   GENERAL OPERATING 5,000

MAGICAL THEATRE COMPANY

564 W TUSCARAWAS AVE STE 307
BARBERTON,OH442038217 		NONE   GENERAL OPERATING 5,000

BATTERED WOMENS SHELTER

974 E MARKET ST
AKRON,OH443052445 		NONE   GENERAL OPERATING 15,000

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		NONE   GENERAL OPERATING 10,000

UNITED DISABILITY SERVICES INC

701 S MAIN ST
AKRON,OH443111019 		NONE   GENERAL OPERATING 5,000

DR BOBS HOME

855 ARDMORE AVE
AKRON,OH443021240 		NONE   GENERAL OPERATING 2,500

PEGASUS FARM

7490 EDISON ST NE
HARTVILLE,OH44632 		NONE   GENERAL OPERATING 4,000

NATIONAL INVENTORS HALL OF FAME INC

3701 HIGHLAND PARK NW
NORTH CANTON,OH447204535 		NONE   GENERAL OPERATING 3,000

SUMMIT CHORAL SOCIETY INC

140 E MARKET ST
AKRON,OH443082014 		NONE   GENERAL OPERATING 2,000

APOLLO'S FIRE

3091 MAYFIELD RD STE E 217
CLEVELAND HEIGHTS,OH44118 		NONE   GENERAL OPERATING 2,500

AXESS FAMILY SERVICES

1400 S ARLINGTON ST STE 38
AKRON,OH44306 		NONE   GENERAL OPERATING 7,000

VICTORY GALLOP INC

1745 N HAMETOWN RD
AKRON,OH443331061 		NONE   GENERAL OPERATING 8,000

PREGNANCY SOLUTIONS & SERVICES INC

3136 MANCHESTER RD
COVENTRY TWP,OH443191407 		NONE   GENERAL OPERATING 3,000

RAPE CRISIS CENTER

974 E MARKET ST
AKRON,OH44305 		NONE   GENERAL OPERATING 10,000

SUMMIT EDUCATION INITIATIVE

120 E MILL ST STE 303
AKRON,OH443081745 		NONE   GENERAL OPERATING 3,000

CASA BOARD VOLUNTEER ASSOCIATION INC

650 DAN ST
AKRON,OH443103909 		NONE   GENERAL OPERATING 5,000

AKRON INNER CITY SOCCER CLUB

865 ROSLYN AVE
AKRON,OH443201846 		NONE   GENERAL OPERATING 3,000

GREATER AKRON FORE YOUTH DEVLPT INC

2000 S HAWKINS AVE
AKRON,OH443142530 		NONE   GENERAL OPERATING 5,000

AKRON ZOOLOGICAL PARK

500 EDGEWOOD AVE
AKRON,OH443072114 		NONE   GENERAL OPERATING 3,000

EMBRACING FUTURES INC

50 S MAIN ST STE 100
AKRON,OH443081847 		NONE   GENERAL OPERATING 6,000

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE   GENERAL OPERATING 5,000

FIRST CONGREGATIONAL

120 N JACKSON ST
JACKSON,MI49201 		NONE   GENERAL OPERATING 15,000

VICTIM ASSISTANCE PROGRAM

137 S MAIN ST STE 300
AKRON,OH443081416 		NONE   GENERAL OPERATING 3,500

ARTSPARKS

PO BOX 1061
CUYAHOGA FLS,OH442230061 		NONE   GENERAL OPERATING 2,000

GIRLS ON THE RUN NORTHEAST OHIO

8929 BRECKSVILLE RD REAR UNIT
BRECKSVILLE,OH44141 		NONE   GENERAL OPERATING 4,000

BROKEN CHAINS JAIL & PRISON MINISTRY

2233 25TH ST SW
AKRON,OH443142201 		NONE   GENERAL OPERATING 6,000

CONCORDIA OF OHIO

970 SUMNER PKWY
COPLEY,OH44321 		NONE   GENERAL OPERATING 15,000

TRULY REACHING YOU

2199 E MAIN ST
COLUMBUS,OH432093913 		NONE   GENERAL OPERATING 3,000

WELL COMMUNITY DEVELOPMENT CORP

647 E MARKET ST
AKRON,OH443041620 		NONE   GENERAL OPERATING 20,000

GRACE HOUSE AKRON INC

475 N HOWARD ST
AKRON,OH443103142 		NONE   GENERAL OPERATING 5,000

SAFETY FORCES SUPPORT CENTER

501 W MARKET ST
AKRON,OH443031842 		NONE   GENERAL OPERATING 2,500

FOREVER R CHILDREN

2360 COPLEY RD
AKRON,OH443201450 		NONE   GENERAL OPERATING 3,000

AKRON COOPERATIVE FARMS

PO BOX 4871
AKRON,OH443100871 		NONE   GENERAL OPERATING 1,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE   GENERAL OPERATING 4,000

AKRON HISTORY CENTER

121 S MAIN ST STE 515
AKRON,OH44308 		NONE   GENERAL OPERATING 5,000

AMERICAN RED CROSS AKRON

501 W MARKET ST
AKRON,OH44303 		NONE   GENERAL OPERATING 6,000

GREAT TRAIL COUNCIL

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE   GENERAL OPERATING 3,000

SHAW JCC OF AKRON

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE   GENERAL OPERATING 5,000

TALLMADGE CITY SCHOOLS

486 EAST AVE
TALLMADGE,OH44278 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 420,000
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 ....     14 222,245  
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 ............ 		    18 170,953  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   393,198  
13Total. Add line 12, columns (b), (d), and (e)..................
13
393,198
(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:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
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:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
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:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Name of Bond End of Year Book Value End of Year Fair Market Value
912810FG8 UNITED STATES TREAS 100,722 104,938
24422EVB2 DEERE JOHN CAP CORP 100,690 98,821
808513BV6 SCHWAB CHARLES CORP    
09247XAN1 BLACKROCK INC 99,121 99,377
084670BS6 BERKSHIRE HATHAWAY I 99,332 99,846
74460DAC3 PUBLIC STORAGE 98,895 98,799
17330FYW5 CITIGROUP GLOBAL MKT    
59156RBQ0 METLIFE INC    
12572QAJ4 CME GROUP INC 100,330 100,033
032654AN5 ANALOG DEVICES INC 99,609 99,698
91282CFE6 US TREASURY N/B 3.12    
14913R3B1 CATERPILLAR FINL SVC 199,024 200,012
17252MAN0 CINTAS CORP NO 2 196,460 199,458
30303M8L9 META PLATFORMS INC 198,140 203,541
438506AS6 HONEYWELL INC 104,733 105,958
91282CFT3 US TREASURY N/B 4% 1 197,945 202,672
12503MAA6 CBOE GLOBAL MKTS INC 99,471 99,746
231021AV8 CUMMINS INC 99,998 102,524
63253QAB0 NATIONAL AUSTRALIA B 100,805 102,158
94106LBT5 WASTE MGMT INC DEL 98,626 101,736
00440KAC7 ACCENTURE CAP INC 99,089 99,961
03076CAL0 AMERIPRISE FINL INC 99,616 100,731

TY 2025 InvestmentsCorpStockSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Name of Stock End of Year Book Value End of Year Fair Market Value
337738108 FISERV INC 53,245 24,786
46120E602 INTUITIVE SURGICAL I 60,486 108,741
55261F104 M&T BK CORP 88,208 120,888
552982720 MFS SER TR XIII    
742718109 PROCTER & GAMBLE CO    
G1151C101 ACCENTURE PLC-CL A    
92826C839 VISA INC 19,238 68,388
02079K305 ALPHABET INC 136,116 287,960
46625H100 JPMORGAN CHASE & CO 67,860 161,754
40168W483 GUGGENHEIM FDS TR 220,048 217,806
032654105 ANALOG DEVICES INC 25,398 79,733
H1467J104 CHUBB LTD 48,052 93,324
22160K105 COSTCO WHOLESALE COR 28,821 89,683
532457108 LILLY ELI & CO 12,779 102,095
543916688 LORD ABBETT INVT TR 206,994 191,642
037833100 APPLE INC 36,655 160,941
67066G104 NVIDIA CORP 7,739 233,498
023135106 AMAZON COM INC 130,351 206,584
91913Y100 VALERO ENERGY CORP N    
594918104 MICROSOFT CORP 76,040 230,203
92646A831 VICTORY PORTFOLIOS    
464287804 ISHARES TR 235,593 249,854
025537101 AMERICAN ELEC PWR CO 83,407 96,860
26875P101 EOG RES INC    
931142103 WAL MART STORES INC 38,761 87,345
291011104 EMERSON ELEC CO 57,906 73,660
32008F200 FIRST EAGLE FDS 246,680 313,302
539830109 LOCKHEED MARTIN CORP    
81762P102 SERVICENOW INC 34,935 62,042
30231G102 EXXON MOBIL CORP 66,490 72,685
03027X100 AMERICAN TOWER CORP 45,319 37,572
049560105 ATMOS ENERGY CORP 38,969 55,653
084670702 BERKSHIRE HATHAWAY I 59,849 86,456
101137107 BOSTON SCIENTIFIC CO 61,471 113,943
872540109 TJX COS INC NEW 32,697 56,528
98978V103 ZOETIS INC    
G54950103 LINDE PLC 46,054 49,035
007903107 ADVANCED MICRO DEVIC 80,511 112,006
11135F101 BROADCOM INC 83,971 223,235
22788C105 CROWDSTRIKE HLDGS IN 24,956 45,938
253868103 DIGITAL RLTY TR INC 45,201 37,130
285512109 ELECTRONIC ARTS INC    
30303M102 FACEBOOK INC CL-A 116,059 168,323
369604301 GENERAL ELEC CO 56,439 150,319
458140100 INTEL CORP 40,715 73,431
464287507 ISHARES TR 303,947 303,402
64110L106 NETFLIX INC 73,442 103,136
67103H107 O REILLY AUTOMOTIVE 75,466 82,089
68389X105 ORACLE CORP 73,933 81,862
697435105 PALO ALTO NETWORKS I 80,782 92,100
747525103 QUALCOMM INC 43,515 42,763
75513E101 RTX CORP 72,924 125,629
773903109 ROCKWELL AUTOMATION 44,457 66,920
78463X749 SPDR INDEX SHS FDS 164,194 161,217
79466L302 SALESFORCE.COM INC    
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 76,725 79,081
872590104 T-MOBILE US INC    
883556102 THERMO FISHER SCIENT    
902973304 US BANCORP DEL 54,494 63,285
921943858 VANGUARD TAX-MANAGED 239,915 292,922
922042858 VANGUARD INTL EQUITY 258,812 310,679
92343V104 VERIZON COMMUNICATIO    
00287Y109 ABBVIE INC 47,905 55,752
040413205 ARISTA NETWORKS INC 43,753 54,377
09857L108 ING HLDGS INC 35,872 37,487
219350105 CORNING INC 55,090 62,693
38141G104 GOLDMAN SACHS GROUP 99,412 127,455
69608A108 PALANTIR TECHNOLOGIE 61,425 73,411
806857108 SLB LTD 50,629 54,384
833445109 SNOWFLAKE INC 54,214 62,518
874039100 TAIWAN SEMICONDUCTOR 67,602 86,913
90384S303 ULTA BEAUTY INC 70,714 85,306

TY 2025 OtherDecreasesSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Description Amount
MUTUAL FUND TIMING ADJ 617


TY 2025 OtherExpensesSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
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 OtherIncreasesSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Description Amount
PY PURCHASE OF ACCRUED INTEREST 3,022


TY 2025 TaxesSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 985 985   0
FEDERAL TAX PAYMENT - PRIOR YE 7,241 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,082 0   0
FOREIGN TAXES ON NONQUALIFIED 1,294 1,294   0