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
DOUGLAS E MITCHELL CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) 600 SUPERIOR AVE 2100
  Room/suite
City or town
CLEVELAND
State or province
OH
Country  
ZIP or foreign postal code
44114
A Employer identification number

01-0739379
B Telephone number (see instructions)

2163485729
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)$1,210,912J 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... 31,854 31,854 31,854
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 61,379
b Gross sales price for all assets on line 6a 518,078
7 Capital gain net income (from Part IV, line 2)... 61,379
8 Net short-term capital gain.........  
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........ 93,233 93,233 31,854
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,243 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,050 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,132 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
671 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,096 0 0 0
25 Contributions, gifts, grants paid....... 62,600 62,600
26 Total expenses and disbursements. Add lines 24 and 25 ................ 93,696 0 0 62,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -463
b Net investment income (if negative, enter -0-) 93,233
c Adjusted net income (if negative, enter -0-)... 31,854
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......... 19,677 22,808 22,808
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
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)....... 647,982 Click to see attachment
List of Attached Documents:
// Content
629,170 		862,546
c Investments—corporate bonds (attach schedule)....... 296,735 Click to see attachment
List of Attached Documents:
// Content
294,081 		301,694
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
17,872 		23,864
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) 964,394 963,931 1,210,912
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 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........... 964,394 963,931
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........    
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)..... 964,394 963,931
30 Total liabilities and net assets/fund balances (see instructions). 964,394 963,931
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
964,394
2
Enter amount from Part I, line 27a .....................
2
-463
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
963,931
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
963,931
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 ABBOTT LABS - 3 SHS P 2025-06-30 2025-12-15
b ADOBE INC. - 2 SHS P 2025-03-10 2025-03-21
c ADOBE INC. - 1 SHS P 2025-03-18 2025-03-21
d APPLIED MATERIALS INC - 1 SHS P 2024-09-16 2025-08-19
e APPLIED MATERIALS INC - 10 SHS P 2025-03-10 2025-08-19
ASTRAZENECA PLC - 1 SHS P 2024-09-16 2025-01-22
BROADCOM INC - 2 SHS P 2025-07-11 2025-12-15
ISHARES GOLD - 23 SHS P 2025-02-10 2025-04-08
ISHARES GOLD - 7 SHS P 2025-02-10 2025-05-13
ISHARES GOLD - 65 SHS P 2025-02-10 2025-10-13
ISHARES GOLD - 24 SHS P 2025-02-10 2025-12-15
ISHARES 20+ YEAR TREASURY BOND - 35 SHS P 2024-04-17 2025-03-10
ISHARES 20+ YEAR TREASURY BOND - 16 SHS P 2024-04-26 2025-03-10
ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND - 35 SHS P 2024-04-17 2025-03-10
ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND - 14 SHS P 2024-05-29 2025-03-10
ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND - 8 SHS P 2024-07-17 2025-03-10
ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND - 3 SHS P 2024-08-12 2025-03-10
ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND - 34 SHS P 2024-10-25 2025-03-10
JOHNSON & JOHNSON COM - 2 SHS P 2025-03-21 2025-08-13
JOHNSON & JOHNSON COM - 2 SHS P 2025-03-21 2025-12-15
LILLY ELI & CO - 1 SHS P 2025-01-22 2025-12-15
MASTERCARD INC - 1 SHS P 2024-12-11 2025-08-13
MERCK & CO INC - 13 SHS P 2025-03-10 2025-06-30
NVIDIA CORPORATION - 2 SHS P 2024-02-16 2025-01-03
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY - 12 SHS P 2025-03-10 2025-12-15
SALESFORCE, INC - 7 SHS P 2025-03-10 2025-09-29
TJX COS INC - 1 SHS P 2025-05-29 2025-08-13
UNITEDHEALTH GROUP INC - 4 SHS P 2025-03-10 2025-05-15
VANGUARD TOTAL WORLD STK ETF - 6 SHS P 2025-10-17 2025-12-15
VANGUARD SHORT-TERM TREASURY ETF - 18 SHS P 2025-03-10 2025-05-13
VANGUARD SHORT-TERM TREASURY ETF - 205 SHS P 2025-03-10 2025-08-22
VANGUARD SHORT-TERM TREASURY ETF - 161 SHS P 2025-03-10 2025-09-22
VANGUARD SHORT-TERM TREASURY ETF - 2 SHS P 2025-05-16 2025-09-22
VANGUARD SHORT-TERM TREASURY ETF - 18 SHS P 2025-05-16 2025-09-22
VANGUARD SHORT-TERM TREASURY ETF - 16 SHS P 2025-07-15 2025-09-22
VANGUARD SHORT-TERM TREASURY ETF - 7 SHS P 2025-08-19 2025-09-22
VANGUARD RUSSELL 3000 ETF - 41 SHS P 2024-11-08 2025-04-08
VANGUARD RUSSELL 3000 ETF - 1 SHS P 2025-01-03 2025-04-08
VANGUARD RUSSELL 3000 ETF - 3 SHS P 2025-03-18 2025-04-08
VANGUARD INTERMEDIATE TERM TREASURY ETF - 414 SHS P 2025-04-08 2025-10-17
VANGUARD INTERMEDIATE TERM TREASURY ETF - 16 SHS P 2025-04-08 2025-12-15
ABBVIE INC - 2 SHS P 2010-03-15 2025-01-03
ABBVIE INC - 3 SHS P 2010-03-15 2025-01-22
ABBVIE INC - 1 SHS P 2010-03-15 2025-08-13
ABBVIE INC - 2 SHS P 2010-03-15 2025-12-15
ADOBE INC. - 5 SHS P 2022-08-09 2025-03-21
ADOBE INC. - 1 SHS P 2023-03-08 2025-03-21
ALPHABET INC CL A - 2 SHS P 2022-08-09 2025-08-13
ALPHABET INC CL A - 5 SHS P 2022-08-09 2025-12-15
AMAZON.COM INC - 2 SHS P 2022-08-09 2025-01-03
AMAZON.COM INC - 4 SHS P 2022-08-09 2025-08-13
AMAZON.COM INC - 7 SHS P 2022-08-09 2025-12-15
AMERICAN TOWER CORP REIT - 1 SHS P 2002-08-09 2025-01-03
AMERICAN TOWER CORP REIT - 1 SHS P 2022-08-09 2025-08-13
AMERIPRISE FINANCIAL INC - 5 SHS P 2022-08-09 2025-03-21
AMERIPRISE FINANCIAL INC - 1 SHS P 2022-08-09 2025-12-15
AMETEK INC - 2 SHS P 2022-08-09 2025-01-03
AMETEK INC - 2 SHS P 2022-08-09 2025-12-15
APPLE INC - 1 SHS P 2010-01-25 2025-01-03
APPLE INC - 3 SHS P 2010-01-25 2025-05-13
APPLE INC - 16 SHS P 2010-01-25 2025-07-11
APPLE INC - 7 SHS P 2010-01-25 2025-08-19
APPLE INC - 5 SHS P 2010-01-25 2025-12-15
APPLID MATERIALS INC - 9 SHS P 2022-08-09 2025-07-11
APPLID MATERIALS INC - 17 SHS P 2022-08-09 2025-08-19
ASTRAZENECA PLC - 4 SHS P 2023-03-28 2025-01-03
ASTRAZENECA PLC - 43 SHS P 2023-03-28 2025-01-22
COCA COLA CO COM - 6 SHS P 2010-03-15 2025-01-03
COCA COLA CO COM - 2 SHS P 2010-03-15 2025-08-13
CONOCOPHILLIPS - 1 SHS P 2022-08-09 2025-01-03
CONOCOPHILLIPS - 2 SHS P 2022-08-09 2025-08-13
CONOCOPHILLIPS - 17 SHS P 2022-08-09 2025-08-19
CONOCOPHILLIPS - 5 SHS P 2022-08-09 2025-12-15
EMERSON ELECTRIC CO - 13 SHS P 2022-08-09 2025-07-11
EMERSON ELECTRIC CO - 3 SHS P 2022-08-09 2025-12-15
META PLATFORMS INC - 1 SHS P 2024-04-25 2025-08-13
META PLATFORMS INC - 1 SHS P 2024-04-25 2025-12-15
INTERCONTINENTALEXCHANGE GROUP - 2 SHS P 2022-08-09 2025-01-03
INTERCONTINENTALEXCHANGE GROUP - 1 SHS P 2022-08-09 2025-08-13
ISHARES 20+ YEAR TREASURY BOND ETF - 127 SHS P 2022-08-09 2025-02-10
ISHARES 20+ YEAR TREASURY BOND ETF - 11 SHS P 2022-08-09 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 39 SHS P 2023-01-20 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 8 SHS P 2023-03-08 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 20 SHS P 2023-06-23 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 3 SHS P 2023-08-23 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 33 SHS P 2023-11-13 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 18 SHS P 2023-11-13 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 10 SHS P 2023-12-12 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 4 SHS P 2024-01-17 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 38 SHS P 2024-10-25 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 10 SHS P 2024-12-19 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 7 SHS P 2024-12-26 2025-03-10
ISHARES 20+ YEAR TREASURY BOND ETF - 1 SHS P 2025-01-16 2025-03-10
ISHARES RUSSELL MID-CAP VALUE ETF - 2 SHS P 2022-08-09 2025-08-13
ISHARES RUSSELL MID-CAP GROWTH ETF - 8 SHS P 2022-08-09 2025-08-13
ISHARES JP MORGAN USD EMERGIND MARKETS BOND ETF - 5 SHS P 2022-08-09 2025-05-13
ISHARES JP MORGAN USD EMERGIND MARKETS BOND ETF - 10 SHS P 2022-08-09 2025-12-15
ISHARES MBS ETF - 29 SHS P 2024-02-23 2025-05-13
ISHARES MBS ETF - 28 SHS P 2024-02-23 2025-12-15
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF - 66 SHS P 2022-08-09 2025-05-13
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF - 675 SHS P 2022-08-09 2025-09-22
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF - 39 SHS P 2022-08-09 2025-12-15
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 572 SHS P 2022-08-09 2025-03-10
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 20 SHS P 2023-01-20 2025-03-10
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 19 SHS P 2023-03-08 2025-03-10
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 3 SHS P 2023-06-23 2025-03-10
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 3 SHS P 2023-11-13 2025-03-10
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 6 SHS P 2023-12-12 2025-03-10
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 4 SHS P 2023-12-20 2025-03-10
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 5372 SH P 2023-12-29 2025-03-10
ISHARE TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - 2 SHS P 2024-04-17 2025-03-10
ISHARES CORE MSCI EAFE ETF - 1306 SHS P 2022-08-09 2025-03-10
ISHARES CORE MSCI EAFE ETF - 13 SHS P 2022-08-09 2025-05-13
ISHARES CORE MSCI EAFE ETF - 4 SHS P 2022-08-09 2025-08-13
ISHARES CORE MSCI EAFE ETF - 180 SHS P 2022-08-09 2025-12-15
ISHARES CORE MSCI EMERGING MARKETS ETF - 479 SHS P 2022-08-09 2025-03-10
ISHARES CORE MSCI EMERGING MARKETS ETF - 76 SHS P 2022-08-09 2025-08-13
ISHARES CORE MSCI EMERGING MARKETS ETF - 57 SHS P 2022-08-09 2025-10-13
ISHARES CORE MSCI EMERGING MARKETS ETF - 191 SHS P 2022-08-09 2025-10-17
ISHARES CORE MSCI EMERGING MARKETS ETF - 32 SHS P 2022-08-09 2025-12-15
ISHARES BROAD USD HIGH YIELD BONS ETF - 14 SHS P 2022-08-09 2025-01-03
ISHARES BROAD USD HIGH YIELD BONS ETF - 583 SHS P 2022-08-09 2025-03-10
ISHARES BROAD USD HIGH YIELD BONS ETF - 54 SHS P 2023-01-20 2025-03-10
ISHARES BROAD USD HIGH YIELD BONS ETF - 264 SHS P 2023-04-21 2025-03-10
ISHARES 0-3 MNTH TREASRY BOND ETF - 6 SHS P 2023-07-31 2025-05-13
JPMORGAN CHASE & CO - 1 SHS P 2022-08-09 2025-01-03
JPMORGAN CHASE & CO - 1 SHS P 2022-08-09 2025-08-13
JPMORGAN CHASE & CO - 2 SHS P 2022-08-09 2025-12-15
LABCORP HOLDINGS INC - 2 SHS P 2022-11-29 2025-01-03
LABCORP HOLDINGS INC - 3 SHS P 2022-11-29 2025-01-22
LABCORP HOLDINGS INC - 1 SHS P 2022-11-29 2025-08-13
MERCK & CO INC COM - 3 SHS P 2022-08-09 2025-01-03
MERCK & CO INC COM - 36 SHS P 2022-08-09 2025-06-30
MICROSOFT CORP - 1 SHS P 1999-06-14 2025-01-03
MICROSOFT CORP - 1 SHS P 1999-06-14 2025-05-13
MICROSOFT CORP - 1 SHS P 1999-06-14 2025-08-13
MICROSOFT CORP - 4 SHS P 1999-06-14 2025-12-15
NEXTERA ENERGY INC COM - 1 SHS P 2022-08-09 2025-01-03
NEXTERA ENERGY INC COM - 2 SHS P 2022-08-09 2025-08-13
NEXTERA ENERGY INC COM - 5 SHS P 2022-08-09 2025-12-15
NVIDIA CORPORATION - 5 SHS P 2024-02-16 2025-08-13
NVIDIA CORPORATION - 11 SHS P 2024-02-16 2025-12-15
RTX CORP - 3 SHS P 2022-08-09 2025-01-03
RTX CORP - 1 SHS P 2022-08-09 2025-08-13
RTX CORP - 4 SHS P 2022-08-09 2025-12-15
SALESFORCE, INC - 7 SHS P 2022-08-09 2025-08-19
SALESFORCE, INC - 11 SHS P 2022-08-09 2025-09-29
SALESFORCE, INC - 1 SHS P 2024-09-16 2025-09-29
SCHWAB US LARGE-CAP ETF - 735 SHS P 2022-08-09 2025-04-08
SCHWAB US LARGE-CAP ETF - 36 SHS P 2023-03-08 2025-04-08
SCHWAB US LARGE-CAP ETF - 202 SHS P 2023-08-18 2025-04-08
SCHWAB US LARGE-CAP ETF - 83 SHS P 2023-08-18 2025-05-13
SCHWAB US LARGE-CAP ETF - 51 SHS P 2023-08-18 2025-08-13
SCHWAB US LARGE-CAP ETF - 53 SHS P 2023-11-10 2025-08-13
SCHWAB US LARGE-CAP ETF - 39 SHS P 2023-11-10 2025-10-13
SCHWAB US LARGE-CAP ETF - 142 SHS P 2023-11-10 2025-12-15
SERVICENOW INC - 1 SHS P 2023-01-31 2025-05-13
TAIWAN SEMICONDUCTOR MFG CO - 1 SHS P 2023-10-12 2025-08-13
TAIWAN SEMICONDUCTOR MFG CO - 3 SHS P 2023-10-12 2025-12-15
THERMO FISHER SCIENTIFIC INC - 1 SHS P 2022-08-09 2025-08-13
THERMO FISHER SCIENTIFIC INC - 1 SHS P 2022-08-09 2025-12-15
TRAVELERS COS INC - 1 SHS P 2022-08-09 2025-01-03
TRAVELERS COS INC - 1 SHS P 2022-08-09 2025-08-13
UNION PACIFIC CORP - 1 SHS P 2022-08-09 2025-01-03
UNION PACIFIC CORP - 1 SHS P 2022-08-09 2025-08-13
UNITEDHEALTH GROUP INC - 8 SHS P 2022-08-09 2025-05-15
UNITEDHEALTH GROUP INC - 1 SHS P 2023-03-08 2025-05-15
VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF - 249 SHS P 2022-08-09 2025-03-10
VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF - 17 SHS P 2022-08-09 2025-05-13
VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF - 10 SHS P 2022-08-09 2025-12-15
VANGUARD RUSSELL 2000 ETF - 14 SHS P 2022-08-09 2025-08-13
VANGUARD RUSSELL 2000 ETF - 35 SHS P 2022-08-09 2025-10-13
VANGUARD RUSSELL 2000 ETF - 42 SHS P 2022-08-09 2025-12-15
VANGUARD MID-CAP ETF - 10 SHS P 2022-08-09 2025-08-13
VANGUARD MID-CAP ETF - 8 SHS P 2022-08-09 2025-12-15
VISA INC CL A - 1 SHS P 2022-08-09 2025-08-13
VISA INC CL A - 2 SHS P 2022-08-09 2025-12-15
WALMART INC - 1 SHS P 2022-09-06 2025-01-03
WALMART INC - 1 SHS P 2022-09-06 2025-08-13
WALMART INC - 1 SHS P 2022-09-07 2025-08-13
WALMART INC - 7 SHS P 2022-09-07 2025-12-15
WELLS FARGO & CO NEW - 1 SHS P 2022-08-09 2025-01-03
WELLS FARGO & CO NEW - 3 SHS P 2022-08-09 2025-08-13
WELLS FARGO & CO NEW - 7 SHS P 2022-08-09 2025-12-15
YUM! BRANDS INC - 2 SHS P 2022-08-09 2025-01-03
YUM! BRANDS INC - 1 SHS P 2022-08-09 2025-08-13
LINDE PLC NEW FOREIGN STOCK EUR - 1 SHS P 2022-08-09 2025-12-15
ISHARES GOLD P 2022-01-01 2025-12-31
(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 386   407 -21
b 770   876 -106
c 385   392 -7
d 163   188 -25
e 1,633   1,512 121
68   79 -11
679   549 130
1,293   1,259 34
429   383 46
5,024   3,552 1,472
1,946   1,311 635
3,193   3,125 68
1,460   1,417 43
1,834   1,761 73
734   709 25
419   416 3
157   158 -1
1,782   1,784 -2
348   327 21
430   327 103
1,063   756 307
577   533 44
1,025   1,248 -223
290   147 143
318   327 -9
1,706   1,918 -212
133   127 6
1,058   1,949 -891
848   825 23
1,051   1,054 -3
12,046   12,001 45
9,472   9,425 47
118   117 1
1,059   1,055 4
941   935 6
412   411 1
9,112   10,893 -1,781
222   263 -41
667   744 -77
25,010   24,632 378
960   952 8
362   57 305
508   85 423
200   28 172
454   57 397
1,924   2,141 -217
385   347 38
405   234 171
1,538   585 953
224   138 86
893   551 342
1,557   964 593
183   276 -93
204   276 -72
2,430   1,352 1,078
491   270 221
359   250 109
406   250 156
243   7 236
639   22 617
3,378   116 3,262
1,620   51 1,569
1,368   36 1,332
1,784   898 886
2,776   1,697 1,079
265   275 -10
2,929   2,955 -26
372   161 211
141   54 87
101   96 5
189   191 -2
1,596   1,625 -29
470   478 -8
1,824   1,126 698
411   260 151
784   442 342
650   442 208
299   209 90
181   104 77
11,301   14,989 -3,688
1,004   1,301 -297
3,558   4,150 -592
730   821 -91
1,825   2,067 -242
274   286 -12
3,011   3,627 -616
1,642   1,573 69
912   940 -28
365   377 -12
3,467   4,505 -1,038
912   1,120 -208
639   783 -144
91   116 -25
273   220 53
1,120   720 400
451   444 7
964   887 77
2,669   2,663 6
2,662   2,571 91
3,317   3,431 -114
35,242   35,093 149
2,020   2,026 -6
29,972   29,835 137
1,048   1,027 21
996   944 52
1,729   1,665 64
157   150 7
314   312 2
210   213 -3
157   156 1
105   104 1
99,515   80,208 19,307
1,047   798 249
342   246 96
16,282   11,055 5,227
25,650   23,548 2,102
4,759   3,736 1,023
3,767   2,802 965
12,742   9,390 3,352
2,138   1,573 565
517   512 5
21,541   21,308 233
1,995   1,920 75
9,755   9,303 452
603   603 0
241   115 126
292   115 177
640   230 410
457   408 49
728   612 116
271   204 67
297   269 28
2,840   3,228 -388
423   40 383
449   40 409
528   40 488
1,900   158 1,742
72   89 -17
143   178 -35
407   445 -38
903   368 535
1,941   809 1,132
348   276 72
153   92 61
727   368 359
1,718   1,277 441
2,681   2,006 675
244   257 -13
14,599   11,963 2,636
715   595 120
4,012   3,464 548
1,934   1,423 511
1,299   874 425
1,350   918 432
1,024   675 349
3,805   2,458 1,347
1,035   447 588
242   93 149
865   279 586
485   582 -97
574   582 -8
242   162 80
268   162 106
232   229 3
222   229 -7
2,115   4,356 -2,241
264   470 -206
5,946   5,369 577
414   365 49
257   212 45
1,299   1,074 225
3,455   2,684 771
4,283   3,220 1,063
2,862   2,171 691
2,352   1,737 615
343   212 131
692   425 267
91   44 47
102   44 58
102   45 57
817   315 502
71   43 28
236   130 106
650   303 347
266   235 31
143   117 26
418   301 117
40     40
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       -21
b       -106
c       -7
d       -25
e       121
      -11
      130
      34
      46
      1,472
      635
      68
      43
      73
      25
      3
      -1
      -2
      21
      103
      307
      44
      -223
      143
      -9
      -212
      6
      -891
      23
      -3
      45
      47
      1
      4
      6
      1
      -1,781
      -41
      -77
      378
      8
      305
      423
      172
      397
      -217
      38
      171
      953
      86
      342
      593
      -93
      -72
      1,078
      221
      109
      156
      236
      617
      3,262
      1,569
      1,332
      886
      1,079
      -10
      -26
      211
      87
      5
      -2
      -29
      -8
      698
      151
      342
      208
      90
      77
      -3,688
      -297
      -592
      -91
      -242
      -12
      -616
      69
      -28
      -12
      -1,038
      -208
      -144
      -25
      53
      400
      7
      77
      6
      91
      -114
      149
      -6
      137
      21
      52
      64
      7
      2
      -3
      1
      1
      19,307
      249
      96
      5,227
      2,102
      1,023
      965
      3,352
      565
      5
      233
      75
      452
      0
      126
      177
      410
      49
      116
      67
      28
      -388
      383
      409
      488
      1,742
      -17
      -35
      -38
      535
      1,132
      72
      61
      359
      441
      675
      -13
      2,636
      120
      548
      511
      425
      432
      349
      1,347
      588
      149
      586
      -97
      -8
      80
      106
      3
      -7
      -2,241
      -206
      577
      49
      45
      225
      771
      1,063
      691
      615
      131
      267
      47
      58
      57
      502
      28
      106
      347
      31
      26
      117
      40
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 61,379
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 3 377
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 1,296
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 1,296
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 1,296
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 960
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 336
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 tax   Refunded 11  
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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
 
No
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 addressN/A
14
The books are in care ofKATHERINE E WENSINK Telephone no. (216) 348-5729

Located at600 SUPERIOR AVECLEVELANDOH ZIP+444114
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
MARTHA M REIDEL PRESIDENT
1.00 		0 0 0
495 FAR HILL ROAD
WAYZATA,MN55391
MATTHEW T MITCHELL VICE PRESIDENT
1.00 		0 0 0
8 SHANNEY BROOK COURT
PHOENIX,MD21131
KATHERINE E WENSINK SEC- TREASURER
2.00 		0 0 0
600 SUPERIOR AVE
CLEVELAND,OH44114
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 THE FOUNDATION'S LARGEST CHARITABLE ACTIVITY INVOLVES MAKING GIFTS, GRANTS, CONTRIBUTIONS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. 62,600
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.........................0
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
1,157,866
b
Average of monthly cash balances.......................
1b
25,083
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,182,949
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
1,182,949
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,744
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,165,205
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
58,260
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
58,260
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,296
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,296
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,964
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
56,964
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
56,964
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
62,600
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
62,600
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 56,964
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 952
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 62,600
a Applied to 2024, but not more than line 2a 952
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..... 56,964
e Remaining amount distributed out of corpus 4,684
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 4,684
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		4,684
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 4,684
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).)
MARTHA M REIDEL
MATTHEW T MITCHELL
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:
MARTHA M REIDEL OR KATHERINE E WENS
600 SUPERIOR AVE SUITE 2100
CLEVELAND,OH44114
(216) 348-5729
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUESTS REQUIRED.
cAny submission deadlines:
NOVEMBER 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

4 PAWS FOR ABILITY

207 DAYTON AVE
XENIA,OH45385 		NONE   UNRESTRICTED 1,250

BELIEVET CANINE SERVICE PARTNERS

3885 100TH STREET NE
NORTHFIELD,MN55057 		NONE   UNRESTRICTED 2,000

BOYS & GIRLS CLUBS OF CLEVELAND

6114 BROADWAY AVE
CLEVELAND,OH44127 		NONE   UNRESTRICTED 20,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET 22ND FLOOR
NEW YORK,NY10038 		NONE   UNRESTRICTED 500

ELEVATED ACCESS

PO BOX 6806
CHAMPAIGN,IL61826 		NONE   UNRESTRICTED 500

GROVES ACADEMY

3200 HIGHWAY 100 SOUTH
ST LOUIS PARK,MN55416 		NONE   UNRESTRICTED 5,000

HARVEST HILLS ANIMAL SHELTER

1389 BRIDGTON ROAD
FRYEBURG,ME04037 		NONE   UNRESTRICTED 2,000

HEALING HEARTS CONNECTION

20000 176TH ST NW
BIG LAKE,MN55309 		NONE   UNRESTRICTED 2,000

HERE FOR THE GIRLS

1309 JAMESTOWN RD SUITE 204
WILLIAMSBURG,VA23185 		NONE   UNRESTRICTED 500

INTERFAITH OUTREACH & COMMUNITY PARTNERS

1605 COUNTY ROAD 101 N
PLYMOUTH,MN55447 		NONE   UNRESTRICTED 5,000

JUNIOR LEAGUE OF MINNEAPOLIS - LEAGUEAIRES DEVELOPMENT

410 OAK GROVE STREET
MINNEAPOLIS,MN55403 		NONE   UNRESTRICTED 5,000

MARYLAND THERAPEUTIC RIDING

1141 SUNRISE BEACH RD
CROWNSVILLE,MD21032 		NONE   UNRESTRICTED 1,000

MENENGAGE ALLIANCE

1725 I ST NW STE 300
WASHINGTON,DC20009 		NONE   UNRESTRICTED 500

METAVIVIR RESEARCH & SUPPORT INC

1783 FOREST DRIVE 184
ANNAPOLIS,MD21401 		NONE   UNRESTRICTED 1,000

MORRIS ANIMAL FOUNDATION

720 S COLORADO BLVD SUITE 174A
DENVER,CO80246 		NONE   UNRESTRICTED 1,250

NATIONAL OUTDOOR LEADERSHIP SCHOOL (NOLS)

284 LINCOLN STREET
LANDER,WY82520 		NONE   UNRESTRICTED 2,000

PARENTS PLACE OF MARYLAND

802 CROMWELL PARK DR STE H
GLEN BURNIE,MD21061 		NONE   UNRESTRICTED 500

REPRODUCTIVE HEALTH ACCESS PROJECT

PO BOX 21191
NEW YORK,NY10025 		NONE   UNRESTRICTED 1,000

THE PINK FUND

PO BOX 603
BLOOMFIELD HILLS,MI48303 		NONE   UNRESTRICTED 2,000

HELPING PAWS OF MINNESOTA

6569 CITY WEST PKWY
EDEN PRAIRIE,MN55344 		NONE   UNRESTRICTED 1,000

THE AMERICAN FRIENDS OF JAMAICA INC

1697 BROADWAY SUITE 501
NEW YORK,NY10019 		NONE   UNRESTRICTED 500

CHILD MIND INSTITUTE

215 EAST 50TH STREET
NEW YORK,NY10022 		NONE   UNRESTRICTED 1,000

EQUALITYMAINE FOUNDATION

PO BOX 1951
PORTLAND,ME04104 		NONE   UNRESTRICTED 1,750

MAINE NEEDS

2385 CONGRESS STREET
PORTLAND,ME04102 		NONE   UNRESTRICTED 1,750

THE PET FUND

2747 14TH STREET
SACRAMENTO,CA95818 		NONE   UNRESTRICTED 500

REPRESENT WOMEN

8484 GEORGIA AVE
SILVER SPRING,MD20910 		NONE   UNRESTRICTED 500

FOR THE LOVE OF ALEX

PO BOX 4457
BETHLEHEM,PA18018 		NONE   UNRESTRICTED 1,000

REPRESENT WOMEN

8484 GEORGIA AVE
SILVER SPRING,MD20910 		NONE   UNRESTRICTED 600

THE LOVELAND FOUNDATION

320 7TH AVE 263
BROOKLYN,NY11215 		NONE   UNRESTRICTED 1,000
Total ................................. 3a 62,600
bApproved for future payment
Total ................................. 3b 0
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 31,854  
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 61,379  
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) .. 0 93,233 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
93,233
(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:
DOUGLAS E MITCHELL CHARITABLE
 
FOUNDATION
EIN:
01-0739379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,050 0 0 0

TY 2025 InvestmentsCorpBondsSchedule
Name:
DOUGLAS E MITCHELL CHARITABLE
 
FOUNDATION
EIN:
01-0739379
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME FUNDS 294,081 301,694

TY 2025 InvestmentsCorpStockSchedule
Name:
DOUGLAS E MITCHELL CHARITABLE
 
FOUNDATION
EIN:
01-0739379
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 629,170 862,546

TY 2025 InvestmentsOtherSchedule2
Name:
DOUGLAS E MITCHELL CHARITABLE
 
FOUNDATION
EIN:
01-0739379
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COMMODITIES AT COST 17,872 23,864

TY 2025 LegalFeesSchedule
Name:
DOUGLAS E MITCHELL CHARITABLE
 
FOUNDATION
EIN:
01-0739379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 16,243 0 0 0


TY 2025 OtherProfessionalFeesSchedule
Name:
DOUGLAS E MITCHELL CHARITABLE
 
FOUNDATION
EIN:
01-0739379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 13,132 0 0 0


TY 2025 TaxesSchedule
Name:
DOUGLAS E MITCHELL CHARITABLE
 
FOUNDATION
EIN:
01-0739379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 18 0 0 0
FEDERAL INCOME TAX 653 0 0 0