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
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
 
Number and street (or P.O. box number if mail is not delivered to street address) C/O FARMERS TRUST CO 42 MCCLURG R
  Room/suite
City or town
YOUNGSTOWN
State or province
OH
Country  
ZIP or foreign postal code
44512
A Employer identification number

34-1863585
B Telephone number (see instructions)

3307437000
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)$5,069,709J 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 9,775 9,775  
4 Dividends and interest from securities... 137,349 137,349  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 245,752
b Gross sales price for all assets on line 6a 1,711,172
7 Capital gain net income (from Part IV, line 2)... 245,752
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........ 392,876 392,876  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,377 18,464   7,913
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
2,200 550 0 1,650
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
7,427 2,303   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.......... 36,204 21,317 0 9,763
25 Contributions, gifts, grants paid....... 222,072 222,072
26 Total expenses and disbursements. Add lines 24 and 25 ................ 258,276 21,317 0 231,835
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 134,600
b Net investment income (if negative, enter -0-) 371,559
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......... 256,341 276,813 276,813
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) 786,729 Click to see attachment
List of Attached Documents:
// Content
712,824 		719,656
b Investments—corporate stock (attach schedule)....... 1,112,161 Click to see attachment
List of Attached Documents:
// Content
1,031,917 		1,643,783
c Investments—corporate bonds (attach schedule)....... 479,247 Click to see attachment
List of Attached Documents:
// Content
580,266 		572,794
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,450,106 Click to see attachment
List of Attached Documents:
// Content
1,616,986 		1,856,663
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) 4,084,584 4,218,806 5,069,709
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........ 4,084,584 4,218,806
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)..... 4,084,584 4,218,806
30 Total liabilities and net assets/fund balances (see instructions). 4,084,584 4,218,806
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
4,084,584
2
Enter amount from Part I, line 27a .....................
2
134,600
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,219,184
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
378
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,218,806
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 241. AT&T INC COM   2017-11-09 2025-06-13
b 1265.003 INVESCO MAIN STREET SMALL CAP   2025-01-24 2025-02-20
c 255.695 INVESCO MAIN STREET SMALL CAP   2024-12-12 2025-02-20
d 48. ALPHABET INC CAP STK CL A   2016-07-19 2025-01-24
e 39. ALPHABET INC CAP STK CL A   2016-07-19 2025-09-24
40. ALPHABET INC CAP STK CL A   2016-03-03 2025-09-24
18. ALPHABET INC CAP STK CL A   2016-02-10 2025-09-24
19. AMAZON COM INC COM   2023-09-14 2025-01-24
13. AMAZON COM INC COM   2023-08-24 2025-01-24
42. AMAZON COM INC COM   2025-06-05 2025-09-18
11. APPLE INC COM   2024-05-14 2025-02-13
20. APPLE INC COM   2023-09-14 2025-02-13
7. APPLE INC COM   2021-10-14 2025-02-13
6. APPLE INC COM   2021-10-14 2025-02-25
16. APPLE INC COM   2013-09-17 2025-02-25
129. ASHLAND INC COM   2025-01-16 2025-03-24
184. ASHLAND INC COM   2024-11-08 2025-03-24
11. AUTOZONE INC COM   2022-09-15 2025-01-16
49. BIOGEN INC COM   2024-11-08 2025-08-15
4775.524 ISHARES MSCI EAFE INDEX INSTITUTIONAL FD SHS   2019-11-22 2025-01-24
168. CBOE GLOBAL MKTS INC COM   2021-03-25 2025-03-04
25. CME GROUP INC COM   2024-05-14 2025-02-25
50000. CME GROUP INC SR GLBL NT 3%25   2021-06-21 2025-03-17
113. CVS/CAREMARK CORP   2024-02-08 2025-09-24
4. CVS/CAREMARK CORP   2018-08-13 2025-09-24
103. CVS/CAREMARK CORP   2018-05-11 2025-09-24
. CARDINAL HEALTH INC   2020-01-01 2025-07-29
100000. CHEVRON CORPORATION SR GLBL NT 25   2022-03-29 2025-11-17
4. CISCO SYS INC COM   2015-04-17 2025-01-24
52. CISCO SYS INC COM   2015-04-17 2025-02-25
23. CISCO SYS INC COM   2015-07-15 2025-09-24
6. CISCO SYS INC COM   2015-04-17 2025-09-24
71. CITIGROUP INC COM NEW   2022-09-01 2025-01-24
50. CITIGROUP INC COM NEW   2022-06-23 2025-01-24
89. CITIGROUP INC COM NEW   2022-06-23 2025-07-29
12553.998 DFA COMMODITY STRATEGY INSTITUTIONAL   2025-01-24 2025-02-20
1.513 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2022-12-15 2025-04-21
471.865 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2022-12-15 2025-04-21
2.185 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-12-16 2025-04-21
107.493 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-12-16 2025-04-21
3456.145 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-04-05 2025-04-21
26.286 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2020-12-17 2025-04-21
5651.353 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2017-01-05 2025-04-21
2367.728 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2017-01-04 2025-04-21
121. DELL TECHNOLOGIES INC COM   2024-07-11 2025-04-10
113. DELL TECHNOLOGIES INC COM   2024-05-23 2025-04-10
76. DUKE ENERGY CORP COM   2022-05-06 2025-07-31
195. EOG RESOURCES   2023-06-26 2025-01-16
100000. FEDERAL HOME LOAN BANKS FHLB 5.65 1/24/34   2024-01-18 2025-03-31
83. GILEAD SCIENCES INC COM   2023-11-09 2025-02-25
78. GILEAD SCIENCES INC COM   2023-11-09 2025-03-13
78. GILEAD SCIENCES INC COM   2023-11-09 2025-07-31
4205.17 GOLDMAN SACHS TR INF PROSEC INS   2021-04-05 2025-01-24
6665.612 GOLDMAN SACHS TR INF PROSEC INS   2020-08-26 2025-01-24
138.626 GOLDMAN SACHS TR INF PROSEC INS   2021-12-13 2025-01-24
4732.405 GOLDMAN SACHS TR INF PROSEC INS   2024-05-20 2025-04-21
57.008 GOLDMAN SACHS TR INF PROSEC INS   2022-12-08 2025-04-21
1174.212 GOLDMAN SACHS TR INF PROSEC INS   2021-04-05 2025-04-21
4664.179 GOLDMAN SACHS TR INF PROSEC INS   2019-11-04 2025-04-21
. HP INC COM   2020-01-01 2025-07-16
27. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-02-25
28. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-05-09
29. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-07-10
16. INVESCO QQQ TR SR I ETF   2025-01-16 2025-01-24
3. INVESCO QQQ TR SR I ETF   2024-09-19 2025-01-24
14. INVESCO QQQ TR SR I ETF   2024-09-19 2025-03-13
13. INVESCO QQQ TR SR I ETF   2024-09-19 2025-07-22
1. INVESCO QQQ TR SR I ETF   2023-11-09 2025-07-22
25. J.P. MORGAN CHASE & CO   2022-09-28 2025-01-24
26. J.P. MORGAN CHASE & CO   2022-09-28 2025-05-09
.504 JPMORGAN EXCHANGE TRADED FUND TR MORTGAGE-BACKED SECURITIES ETF   2025-04-21 2025-07-07
390. KENVUE   2024-03-14 2025-01-16
634.56 KENVUE   2023-05-22 2025-01-16
128.44 KENVUE   2022-04-14 2025-01-16
62. KIMBERLY CLARK CORP COM   2025-03-04 2025-08-15
1. KIMBERLY CLARK CORP COM   2024-07-11 2025-08-15
178. KINDER MORGAN INC DEL COM   2022-08-25 2025-01-24
104. KINDER MORGAN INC DEL COM   2018-03-16 2025-01-24
. KRAFT HEINZ CO COM   2020-01-01 2025-06-10
84. LAM RESEARCH CORP NEW COM   2025-07-10 2025-09-24
4. LAM RESEARCH CORP NEW COM   2025-04-10 2025-09-24
12. MICROSOFT CORP COM   2010-02-12 2025-09-24
25. MID-AMER APT CMNTYS INC COM   2024-05-16 2025-02-25
39. MID-AMER APT CMNTYS INC COM   2024-05-16 2025-06-05
67. MID-AMER APT CMNTYS INC COM   2019-06-27 2025-06-05
. MOHAWK INDS INC   2020-01-01 2025-03-14
241. NEWMONT MNG CORP   2023-05-22 2025-07-29
20. NEWMONT MNG CORP   2023-01-05 2025-07-29
72. NEWMONT MNG CORP   2023-05-22 2025-09-24
108. NEXTERA ENERGY INC COM   2015-12-11 2025-10-07
428. PALANTIR TECHNOLOGIES INC COM   2024-08-29 2025-01-24
102. PALANTIR TECHNOLOGIES INC COM   2024-08-29 2025-09-24
237. PFIZER INC COM   2020-05-07 2025-05-22
257. PFIZER INC COM   2020-02-07 2025-05-22
475. PFIZER INC COM   2019-05-09 2025-05-22
67. PHILIP MORRIS INTL INC COM   2025-01-16 2025-02-25
33. PHILIP MORRIS INTL INC COM   2024-01-04 2025-02-25
39. PHILIP MORRIS INTL INC COM   2024-01-04 2025-05-09
35. STATE STREET CONSUMER DISCRETIONARY ETF   2025-01-16 2025-01-24
16. STATE STREET CONSUMER DISCRETIONARY ETF   2025-01-16 2025-09-24
32. STATE STREET CONSUMER DISCRETIONARY ETF   2021-02-25 2025-09-24
.5 SOLSTICE ADVANCED MATLS INC COM   2025-03-04 2025-11-04
114.5 SOLVENTUM CORP COM   2024-04-23 2025-02-25
18.5 SOLVENTUM CORP COM   2024-03-14 2025-02-25
89. TJX COS INC NEW COM   2018-02-23 2025-02-13
179. TJX COS INC NEW COM   2018-02-23 2025-06-05
142. TWILIO   2024-04-11 2025-01-24
121. UBER TECHNOLOGIES INC COM   2024-03-28 2025-09-18
50000. UNITED STATES TREAS NTS 2.125%05/15/25   2015-06-05 2025-05-15
100000. UNITED STATES TREAS NTS 3.125%08/15/25   2023-08-30 2025-08-15
387.079 VANGUARD SHORT TERM INVESTMENT GRADE FUNINST SHS   2025-01-24 2025-08-22
15. VISA INC COM   2019-11-25 2025-01-24
2. VISA INC COM   2019-11-25 2025-02-25
10. VISA INC COM   2015-07-15 2025-02-25
24. VISA INC COM   2015-07-15 2025-06-27
50000. VISA INC SR GLBL NT 25   2021-12-21 2025-12-15
161. WAL MART STORES INC COM   2016-01-20 2025-02-25
277. WAL MART STORES INC COM   2016-01-20 2025-03-04
10. ACCENTURE   2025-01-16 2025-01-24
25. ACCENTURE   2024-01-25 2025-01-24
29. CHUBB LIMITED COM   2025-06-27 2025-11-06
4. CHUBB LIMITED COM   2022-01-14 2025-11-06
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,786   6,254 532
b 29,285   29,601 -316
c 5,919   6,040 -121
d 9,600   1,808 7,792
e 9,656   1,469 8,187
9,904   1,464 8,440
4,457   639 3,818
4,429   2,750 1,679
3,031   1,725 1,306
9,749   8,792 957
2,643   2,060 583
4,806   3,503 1,303
1,682   1,006 676
1,490   862 628
3,974   261 3,713
7,353   9,094 -1,741
10,489   14,999 -4,510
35,011   23,632 11,379
6,763   8,428 -1,665
76,313   66,093 10,220
35,966   16,819 19,147
6,282   5,227 1,055
50,000   50,000  
8,632   8,470 162
306   277 29
7,868   6,429 1,439
2     2
100,000   100,000  
248   113 135
3,338   1,470 1,868
1,544   646 898
403   170 233
5,783   3,439 2,344
4,072   2,301 1,771
8,414   4,095 4,319
61,640   59,129 2,511
15   15  
4,747   4,742 5
22   28 -6
1,081   1,392 -311
34,769   40,264 -5,495
264   280 -16
56,853   59,826 -2,973
23,819   25,065 -1,246
9,470   16,974 -7,504
8,844   17,343 -8,499
9,220   8,420 800
26,830   21,112 5,718
100,000   100,000  
9,278   6,231 3,047
8,828   5,855 2,973
8,792   5,855 2,937
39,739   48,359 -8,620
62,990   77,454 -14,464
1,310   1,627 -317
45,005   45,053 -48
542   566 -24
11,167   13,503 -2,336
44,356   50,000 -5,644
1     1
7,021   3,643 3,378
6,976   3,778 3,198
8,339   3,913 4,426
8,458   8,248 210
1,586   1,454 132
6,573   6,786 -213
7,300   6,301 999
562   373 189
6,598   2,694 3,904
6,581   2,802 3,779
25   25  
8,210   7,874 336
13,359   12,408 951
2,704   2,890 -186
8,254   9,019 -765
133   141 -8
5,379   3,429 1,950
3,143   1,701 1,442
383     383
10,797   8,503 2,294
514   263 251
6,114   333 5,781
4,121   3,438 683
5,848   5,363 485
10,047   7,796 2,251
13     13
15,360   10,484 4,876
1,275   1,018 257
6,012   3,132 2,880
9,038   2,627 6,411
33,593   13,330 20,263
18,213   3,177 15,036
5,411   8,358 -2,947
5,867   9,279 -3,412
10,844   18,304 -7,460
10,518   8,010 2,508
5,181   3,182 1,999
6,640   3,760 2,880
8,038   7,915 123
3,829   3,618 211
7,659   5,193 2,466
22   25 -3
9,525   7,253 2,272
1,539   1,214 325
11,152   3,435 7,717
22,780   6,909 15,871
19,377   8,731 10,646
11,414   9,373 2,041
50,000   50,000  
100,000   100,000  
4,064   3,991 73
4,946   2,712 2,234
704   362 342
3,521   702 2,819
8,371   1,686 6,685
50,000   50,000  
15,650   3,275 12,375
26,529   5,635 20,894
3,626   3,514 112
9,066   9,300 -234
8,196   8,272 -76
1,130   780 350
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
      32,249
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       532
b       -316
c       -121
d       7,792
e       8,187
      8,440
      3,818
      1,679
      1,306
      957
      583
      1,303
      676
      628
      3,713
      -1,741
      -4,510
      11,379
      -1,665
      10,220
      19,147
      1,055
       
      162
      29
      1,439
      2
       
      135
      1,868
      898
      233
      2,344
      1,771
      4,319
      2,511
       
      5
      -6
      -311
      -5,495
      -16
      -2,973
      -1,246
      -7,504
      -8,499
      800
      5,718
       
      3,047
      2,973
      2,937
      -8,620
      -14,464
      -317
      -48
      -24
      -2,336
      -5,644
      1
      3,378
      3,198
      4,426
      210
      132
      -213
      999
      189
      3,904
      3,779
       
      336
      951
      -186
      -765
      -8
      1,950
      1,442
      383
      2,294
      251
      5,781
      683
      485
      2,251
      13
      4,876
      257
      2,880
      6,411
      20,263
      15,036
      -2,947
      -3,412
      -7,460
      2,508
      1,999
      2,880
      123
      211
      2,466
      -3
      2,272
      325
      7,717
      15,871
      10,646
      2,041
       
       
      73
      2,234
      342
      2,819
      6,685
       
      12,375
      20,894
      112
      -234
      -76
      350
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 245,752
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 5,165
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 5,165
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 5,165
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,720
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 3,720
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 1,445
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 .
8b
Yes
 
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 addressNONE
14
The books are in care ofFARMERS TRUST COMPANY Telephone no. (330) 743-7000

Located at42 MCCLURG ROADYOUNGSTOWNOH ZIP+444512
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
FARMERS TRUST CO TRUSTEE
2 		26,377    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
NEIL MAXWELL LEGAL ADVISOR
1 		0    
1200 HUNTINGTON BANK BLDG
YOUNGSTOWN,OH44503
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
4,596,191
b
Average of monthly cash balances.......................
1b
314,901
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,911,092
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
4,911,092
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,666
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,837,426
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
241,871
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
241,871
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,165
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,165
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
236,706
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
236,706
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
236,706
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
231,835
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
231,835
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 7 236,706
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 105,488
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: $ 231,835
a Applied to 2024, but not more than line 2a 105,488
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..... 126,347
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 .......... 		110,359
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

WESTMINSTER COLLEGE

319 S MARKET STREET
NEW WILMINGTON,PA161720001 		N/A   PUBLIC SUPPORT 74,024

YMCA OF YOUNGSTOWN OHIO

17 N CHAMPION STREET
YOUNGSTOWN,OH44503 		N/A   PUBLIC SUPPORT 74,024

SALVATION ARMY OF YOUNGSTOWN

PO BOX 4327
YOUNGSTOWN,OH445150329 		N/A   PUBLIC SUPPORT 74,024
Total ................................. 3a 222,072
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 ........... 		    14 9,775  
4 Dividends and interest from securities ....     14 137,349  
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 ............ 		    18 245,752  
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) ..   392,876  
13Total. Add line 12, columns (b), (d), and (e)..................
13
392,876
(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:
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
EIN:
34-1863585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,200 550   1,650

TY 2025 InvestmentsCorpBondsSchedule
Name:
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
EIN:
34-1863585
Name of Bond End of Year Book Value End of Year Fair Market Value
50,000 EXXON MOBIL CORP 2.610 52,277 46,925
50,000 PEPSICO INC 3.000% 10/ 52,142 49,512
25,000 KIMBERLY-CLARK CORP SR 24,702 23,907
50,000 TJX COS INC NEW SR NT 50,297 49,495
50,000 VISA INC SR GLBL NT 25    
50,000 CME GROUP INC SR GLBL    
100,000 CHEVRON CORP GLBL NT 2 100,691 101,055
50,000 JPMORGAN CHASE SR NT 2 49,125 49,679
50,000 TJX COS INC NEW SR GLB 48,735 49,841
100,000 HOME DEPOT 4.90% 4/15/ 102,882 102,963
100,000 UNITED HEALTH GR 4/15/ 99,415 99,417

TY 2025 InvestmentsCorpStockSchedule
Name:
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
EIN:
34-1863585
Name of Stock End of Year Book Value End of Year Fair Market Value
962 AT&T INC 18,876 23,896
790 CISCO SYS INC 21,196 60,854
177 ALPHABET INC CL 6,287 55,401
353 CVS HEALTH CORP 22,033 28,014
243 JOHNSON & JOHNSON 18,685 50,289
244 APPLE INC 3,974 66,334
140 MICROSOFT CORP 3,885 67,707
1,470 KINDER MORGAN INC 17,896 32,658
324 NEXTERA ENERGY INC 7,882 26,011
186 PEPSICO INC 19,338 26,695
438 WALMART INC    
74 VISA INC COM CL A 4,955 25,953
268 TJX COMPANIES    
76 ADOBE SYSTEMS INC 16,557 26,599
969 PFIZER INC    
708 VERIZON COMMUNICATIONS 37,290 28,837
273 LAM RESEARCH CORP 17,939 46,732
168 CBOE GLOBAL MKTS INC    
67 LOCKHEAD MARTIN CORP 25,919 32,406
334 SCHLUMBERGER LTD    
159 MID-AMER APT CMNTYS 17,758 22,087
11 AUTOZONE INC COM    
174 CME GROUP INC COM 31,559 47,516
355 CITIGROUP INC COM 16,030 41,425
226 DUKE ENERGY CORP 23,582 26,489
739 EQT CORP COM 31,633 39,610
141 INTERNATIONAL BUS MACHS 18,602 41,766
77 JPMORGAN CHASE & CO COM 8,299 24,811
319 NEWMONT CORP COM 11,555 31,852
68 CHUBB LIMITED COM 12,863 21,224
195 EOG    
218 HONEYWELL INTL INC 41,205 42,530
248 AKAMAI TECHNOLOGIES 26,171 21,638
167 AMAZON COM 23,156 38,547
233 GILEAD SCIENCES 17,306 28,598
1153 KENVUE INC    
394 MEDTRONIC PLC 28,026 37,848
184 ASHLAND INC    
129 BIOGEN INC 18,669 22,703
234 DELL TECHNOLOGIES INC    
189 KIMBERLY-CLARK CORP 25,716 19,068
142 CHENIERE ENERGY INC 21,956 27,603
196 3M COMPANY 15,157 31,380
150 PALANTIR TECH 4,672 26,663
236 PHILIP MORRIS 22,373 37,854
358 SOUTHERN CO 31,390 31,218
341 SOLVENTUM CORP 20,392 27,021
244 TWILIO INC 14,294 34,707
362 UBER TECHNOLOGIES 25,146 29,579
172 UNION PAC CORP 39,413 39,787
77 ACCENTURE PLC 26,675 20,659
100 BECTON DICKINSON & CO 17,974 19,407
45 COINBASE GLOBAL INC 16,715 10,176
120 AIRBNB INC 15,020 16,286
587 FREEPORT-MCMORAN INC 22,186 29,814
86 MCDONALDS CORP 26,705 26,284
37 META PLATFORMS INC 23,426 24,423
204 NUCOR CORP 26,670 33,274
551 SLB LIMITED 18,520 21,147
54 SOLSTICE ADVANCED MATERIA 2,554 2,623
141 VALERO ENERGY 17,792 22,953
1,048 WEYERHAEUSER 28,045 24,827

TY 2025 InvestmentsGovtObligationsSch
Name:
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
EIN:
34-1863585
US Government Securities - End of Year Book Value:

712,824
US Government Securities - End of Year Fair Market Value:

719,656
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
EIN:
34-1863585
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
12,084.568 DFA GLOBAL REAL EST      
21,637.212 GOLDMAN SACHS INFLA      
374.000 STATE ST CONSUMER D AT COST 29,252 44,659
14,447.591 ISHARES MSCI EAFE AT COST 206,087 279,561
10,104.710 DFA EMERGING MRKTS AT COST 221,976 293,845
10,613.385 GQG PTNR INTL OPPOR AT COST 186,118 240,056
41.000 INVESCO QQQ TR SER AT COST 15,309 25,187
37,764.474 DFA COMMDTY STRG AT COST 175,852 175,605
4,866.162 INVESCO MAIN ST SMA AT COST 95,542 109,781
5,267.467 DFA INTER TERM EXTN AT COST 48,643 51,621
3,064.000 JPMORGAN ETF TR MBS AT COST 150,399 156,448
9,317.635 VANGUARD ST INVST G AT COST 95,564 98,022
5,036.165 MFS SER MIDCAP GRWT AT COST 155,511 143,229
546.000 STATE ST SPDR S&P R AT COST 32,988 35,386
96.000 STATE ST REAL ESTAT AT COST 4,068 3,874
4,434.783 FEDERATED TOT RET U AT COST 50,000 50,652
18,971.502 PIMCO INVT MGMT BD AT COST 149,677 148,737

TY 2025 OtherDecreasesSchedule
Name:
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
EIN:
34-1863585
Description Amount
MUTUAL FUND AJUSTMENT 9
LT WASH SALE 355
ROUNDING 14


TY 2025 OtherExpensesSchedule
Name:
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
EIN:
34-1863585
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE OF OHIO FILING FEE 200 0   200


TY 2025 TaxesSchedule
Name:
DAVID W EDWARD CHARITABLE FUND XXXXXXXXX
EIN:
34-1863585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 398 398   0
FEDERAL TAX PAYMENT - PRIOR YE 1,404 0   0
FEDERAL ESTIMATES - INCOME 3,720 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,289 1,289   0
FOREIGN TAXES ON NONQUALIFIED 616 616   0