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 02 - 01 2025, and ending 01 - 31, 20 26
Name of foundation
WOODWARD BERNAL R CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

31-1713056
B Telephone number (see instructions)

4122094802
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)$721,018J 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... 14,239 14,089  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,446
b Gross sales price for all assets on line 6a 282,373
7 Capital gain net income (from Part IV, line 2)... 43,446
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........ 57,685 57,535  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,074 8,060   2,015
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).......        
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
1,074 365   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.......... 11,348 8,425 0 2,215
25 Contributions, gifts, grants paid....... 32,177 32,177
26 Total expenses and disbursements. Add lines 24 and 25 ................ 43,525 8,425 0 34,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,160
b Net investment income (if negative, enter -0-) 49,110
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............. -1,706 -1,968 -1,968
2 Savings and temporary cash investments......... 10,435 13,311 13,311
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 86,597 Click to see attachment
List of Attached Documents:
// Content
78,250 		202,364
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 389,483 Click to see attachment
List of Attached Documents:
// Content
409,733 		507,311
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) 484,809 499,326 721,018
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........ 484,809 499,326
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)..... 484,809 499,326
30 Total liabilities and net assets/fund balances (see instructions). 484,809 499,326
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
484,809
2
Enter amount from Part I, line 27a .....................
2
14,160
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
396
4
Add lines 1, 2, and 3 ..........................
4
499,365
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
39
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
499,326
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 121.566 LSV SMALL CAP FUND-INST   2024-01-23 2025-03-11
b 1. ALPHABET INC/CA-CL A   2009-03-13 2025-03-11
c 2. AMAZON COM INC     2025-03-11
d 1. APPLE INC   2006-08-07 2025-03-11
e 516.929 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
53.325 BAIRD AGGREGATE BOND FUND     2025-03-11
1. BANK OF AMERICA CORP   2023-11-28 2025-03-11
44.817 BLACKROCK CORE BOND PORTFOLIO   2021-03-23 2025-03-11
1. BLACKSTONE INC   2021-11-22 2025-03-11
1. BOSTON SCIENTIFIC CORP   2023-09-06 2025-03-11
1. BROADCOM INC   2019-02-08 2025-03-11
1. CINTAS CORP   2019-04-24 2025-03-11
1. COSTCO WHOLESALE CORP   2018-07-27 2025-03-11
5. DIMENSIONAL INTERNATIONAL VA   2024-07-19 2025-03-11
22. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
1. EASTMAN CHEM CO   2024-09-23 2025-03-11
1. EXXON MOBIL CORP   2021-02-19 2025-03-11
1. META PLATFORMS INC   2023-10-03 2025-03-11
12.397 FEDERATED TOTAL RETURN BOND   2023-06-08 2025-03-11
5.728 OAKMARK INTL SM CAP-R6   2024-04-18 2025-03-11
470.299 OAKMARK INTL SM CAP-R6     2025-03-11
6.217 HENNESSY FOCUS FUND CLASS INS   2024-04-18 2025-03-11
252.763 HENNESSY FOCUS FUND CLASS INS   2024-01-23 2025-03-11
1. ISHARES CORE S&P 500   2024-11-19 2025-03-11
13. ISHARES U S TREASURY BOND   2023-07-19 2025-03-11
8. ISHARES MSCI INTL QUALITY   2024-07-19 2025-03-11
12. ISHARES MSCI INTL QUALITY   2023-04-18 2025-03-11
1. JPMORGAN CHASE & CO   2009-06-30 2025-03-11
3. LAM RESEARCH CORP   2020-01-17 2025-03-11
1. MERCK & CO INC   2020-09-24 2025-03-11
1. MICROSOFT CORP   2009-11-02 2025-03-11
1. MORGAN STANLEY   2020-01-27 2025-03-11
73.708 OBERWEIS SMALL CAP OPPPRTUNITES   2024-01-23 2025-03-11
1. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2025-03-11
1. PROCTER & GAMBLE CO   2018-10-29 2025-03-11
11.703 PRUDENTIAL TOTAL RETURN BOND   2024-07-19 2025-03-11
9.651 PGIM JENN M/C GROW-R6   2024-07-19 2025-03-11
77.107 PGIM JENN M/C GROW-R6   2024-01-23 2025-03-11
1. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-03-11
1. S&P GLOBAL INC   2016-05-20 2025-03-11
1. STRYKER CORP   2019-08-08 2025-03-11
1. TJX COMPANIES INC NEW   2023-02-09 2025-03-11
1. TAIWAN SEMICONDUCTOR MTG CO   2020-12-09 2025-03-11
108.434 TOUCHSTONE MIDCAP VALUE FUND   2024-01-23 2025-03-11
1. TRANSDIGM GROUP INC   2024-10-29 2025-03-11
1. VISA INC   2013-02-08 2025-03-11
1. WEC ENERGY GROUP INC   2009-03-13 2025-03-11
3. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
7. WISDOMTREE U.S. QUALITY DIVI   2023-09-25 2025-03-11
6. MCDONALD'S CORP   2022-11-22 2025-03-25
13. PEPSICO INC   2023-09-06 2025-03-25
164.678 BAIRD AGGREGATE BOND FUND     2025-04-22
192.055 BLACKROCK CORE BOND PORTFOLIO   2021-03-23 2025-04-22
18. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-04-22
42.431 FEDERATED TOTAL RETURN BOND   2023-06-08 2025-04-22
15.143 WCM FOCUSED INTL GROWTH-INS   2024-07-19 2025-04-22
37. ISHARES MSCI INTL QUALITY   2023-04-18 2025-04-22
16. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-04-22
47.116 LONGLEAF PARTNERS FDS TR   2021-03-23 2025-04-22
3.333 PRUDENTIAL TOTAL RETURN BOND   2024-07-19 2025-04-22
25.005 PRUDENTIAL TOTAL RETURN BOND     2025-04-22
7. UNITEDHEALTH GROUP INC     2025-05-16
6. BROADCOM INC   2019-02-08 2025-07-10
10. ILLINOIS TOOL WORKS INC     2025-07-10
3. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2025-07-10
2. QUANTA SVCS INC   2020-09-01 2025-07-10
1. ABBOTT LABORATORIES INC   2021-02-10 2025-07-21
2. ALPHABET INC/CA-CL A   2009-03-13 2025-07-21
1. AMAZON COM INC   2022-08-30 2025-07-21
2. APPLE INC   2006-08-07 2025-07-21
1. ATMOS ENERGY CORP   2024-01-25 2025-07-21
3. BANK OF AMERICA CORP   2023-11-28 2025-07-21
1. BOSTON SCIENTIFIC CORP   2023-09-06 2025-07-21
1. BROADCOM INC   2019-02-08 2025-07-21
1. DISNEY WALT CO   2024-04-01 2025-07-21
1. EXXON MOBIL CORP   2021-02-19 2025-07-21
1. FOX CORP - CLASS A - W/I   2022-04-20 2025-07-21
1. ISHARES CORE S&P 500   2024-11-19 2025-07-21
1. JPMORGAN CHASE & CO   2009-06-30 2025-07-21
2. LAM RESEARCH CORP   2020-01-17 2025-07-21
1. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-07-21
1. MERCK & CO INC   2020-09-24 2025-07-21
2. MICROSOFT CORP   2009-11-02 2025-07-21
1. MOTOROLA SOLUTIONS INC   2019-12-04 2025-07-21
4. NVIDIA CORP   2025-07-10 2025-07-21
1. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2025-07-21
1. SERVICE NOW INC   2023-06-02 2025-07-21
1. TRANSDIGM GROUP INC   2024-10-29 2025-07-21
1. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-07-21
1. ABBVIE INC   2020-02-12 2025-08-26
1. ALPHABET INC/CA-CL A   2009-03-13 2025-08-26
1. AMAZON COM INC   2022-08-30 2025-08-26
2. APPLE INC   2006-08-07 2025-08-26
2. BANK OF AMERICA CORP   2023-11-28 2025-08-26
4568.305 BLACKROCK CORE BOND PORTFOLIO     2025-08-26
1. BLACKSTONE INC   2021-11-22 2025-08-26
1. BOSTON SCIENTIFIC CORP   2023-09-06 2025-08-26
1. CHEVRON CORPORATION   2022-03-03 2025-08-26
1. EXXON MOBIL CORP   2021-02-19 2025-08-26
1. META PLATFORMS INC   2023-10-03 2025-08-26
953.169 FEDERATED TOTAL RETURN BOND     2025-08-26
80.549 SEAFARER OVERSEAS GROWTH &   2021-03-23 2025-08-26
1. HOME DEPOT INC   2021-04-07 2025-08-26
1. HUBBELL INC   2024-02-29 2025-08-26
55.795 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
1.083 WCM FOCUSED INTL GROWTH-INS   2024-07-19 2025-08-26
7. ISHARES CORE S&P 500   2024-11-19 2025-08-26
1. MASTERCARD INC CL A   2021-11-22 2025-08-26
1. MCKESSON CORPORATION   2025-05-16 2025-08-26
1. MORGAN STANLEY   2020-01-27 2025-08-26
3. NVIDIA CORP   2025-07-10 2025-08-26
755.098 PRUDENTIAL TOTAL RETURN BOND     2025-08-26
26.504 PGIM JENN M/C GROW-R6   2024-01-23 2025-08-26
1. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-08-26
1. RTX CORPORATION   2025-07-10 2025-08-26
1. SHERWIN-WILLIAMS CO   2024-11-06 2025-08-26
1. TJX COMPANIES INC NEW   2023-02-09 2025-08-26
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2025-08-26
15.906 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
848.436 LONGLEAF PARTNERS FDS TR     2025-09-03
6. ACCENTURE PLC CLASS A   2019-05-10 2025-09-19
166. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-22
32.322 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-22
1467.149 SEAFARER OVERSEAS GROWTH &     2025-09-22
42.5 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-09-22
483.349 WCM FOCUSED INTL GROWTH-INS     2025-09-22
591. ISHARES MSCI INTL QUALITY     2025-09-22
313. WISDOMTREE U.S. QUALITY DIVI   2023-09-25 2025-09-22
13. EASTMAN CHEM CO   2024-09-23 2025-10-01
1. ALPHABET INC/CA-CL A   2009-03-13 2025-10-20
1. AMAZON COM INC   2022-08-30 2025-10-20
1. APPLE INC   2006-08-07 2025-10-20
1. BROADCOM INC   2019-02-08 2025-10-20
1. CINTAS CORP   2019-04-24 2025-10-20
7. GLOBAL X ART INTEL & TECH   2025-09-22 2025-10-20
3. ISHARES CORE S&P 500   2024-11-19 2025-10-20
10. ISHARES CORE MSCI DEV MKTS   2025-09-22 2025-10-20
1. MICROSOFT CORP   2009-11-02 2025-10-20
2. NVIDIA CORP     2025-10-20
43.634 OBERWEIS SMALL CAP OPPPRTUNITES   2024-01-23 2025-10-20
1. PHILIP MORRIS INTERNAT-W/I   2021-07-23 2025-10-20
1. PROCTER & GAMBLE CO   2018-10-29 2025-10-20
1. QUANTA SVCS INC   2020-09-01 2025-10-20
42.494 VANGUARD CORE BOND FUND   2025-09-22 2025-10-20
1. WEC ENERGY GROUP INC   2009-03-13 2025-10-20
1. NEW LINDE PLC   2024-09-23 2025-10-20
1. CHUBB LTD   2023-05-16 2025-10-20
.75 SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-07
6. LAM RESEARCH CORP     2025-11-13
2. SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-13
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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 2,131   2,160 -29
b 165   8 157
c 388   264 124
d 224   2 222
e 9,036   9,615 -579
524   618 -94
40   29 11
369   437 -68
140   143 -3
94   53 41
187   27 160
201   54 147
932   220 712
196   185 11
861   719 142
97   108 -11
112   52 60
596   305 291
117   118 -1
113   109 4
9,246   5,555 3,691
278   269 9
11,319   11,177 142
564   591 -27
298   299 -1
320   314 6
481   435 46
232   34 198
222   92 130
95   78 17
379   28 351
111   53 58
1,719   1,678 41
151   98 53
175   89 86
141   140 1
191   212 -21
1,524   1,650 -126
138   149 -11
490   108 382
370   217 153
117   81 36
171   106 65
2,395   2,378 17
1,333   1,332 1
339   39 300
109   19 90
238   249 -11
556   449 107
1,836   1,648 188
1,897   2,261 -364
1,597   1,875 -278
1,561   1,874 -313
706   588 118
397   404 -7
346   378 -32
1,490   1,341 149
1,114   1,103 11
731   879 -148
39   40 -1
295   296 -1
1,953   1,267 686
1,645   163 1,482
2,619   2,472 147
535   294 241
752   104 648
124   126 -2
379   16 363
229   132 97
426   5 421
159   112 47
143   88 55
104   53 51
288   27 261
121   122 -1
108   52 56
56   39 17
634   591 43
292   34 258
205   61 144
274   243 31
79   78 1
1,021   56 965
422   166 256
691   650 41
181   98 83
964   550 414
1,599   1,332 267
349   226 123
208   94 114
208   8 200
227   132 95
454   5 449
99   59 40
38,054   42,098 -4,044
169   142 27
105   53 52
157   153 4
111   52 59
750   305 445
9,074   9,040 34
1,116   1,202 -86
409   314 95
437   378 59
1,482   1,282 200
29   27 2
4,520   4,138 382
593   338 255
678   722 -44
147   53 94
540   488 52
9,122   8,848 274
612   567 45
166   149 17
156   146 10
367   380 -13
136   81 55
541   342 199
286   247 39
15,246   15,150 96
1,437   1,029 408
12,011   10,732 1,279
465   386 79
21,098   16,762 4,336
1,173   977 196
13,345   7,704 5,641
25,951   21,379 4,572
27,920   20,085 7,835
812   1,403 -591
256   8 248
215   132 83
259   2 257
353   27 326
191   54 137
357   347 10
2,018   1,774 244
813   801 12
516   28 488
366   308 58
1,267   994 273
158   98 60
151   89 62
441   52 389
783   776 7
118   19 99
453   475 -22
268   200 68
35   33 2
955   183 772
93   88 5
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
      3,310
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       -29
b       157
c       124
d       222
e       -579
      -94
      11
      -68
      -3
      41
      160
      147
      712
      11
      142
      -11
      60
      291
      -1
      4
      3,691
      9
      142
      -27
      -1
      6
      46
      198
      130
      17
      351
      58
      41
      53
      86
      1
      -21
      -126
      -11
      382
      153
      36
      65
      17
      1
      300
      90
      -11
      107
      188
      -364
      -278
      -313
      118
      -7
      -32
      149
      11
      -148
      -1
      -1
      686
      1,482
      147
      241
      648
      -2
      363
      97
      421
      47
      55
      51
      261
      -1
      56
      17
      43
      258
      144
      31
      1
      965
      256
      41
      83
      414
      267
      123
      114
      200
      95
      449
      40
      -4,044
      27
      52
      4
      59
      445
      34
      -86
      95
      59
      200
      2
      382
      255
      -44
      94
      52
      274
      45
      17
      10
      -13
      55
      199
      39
      96
      408
      1,279
      79
      4,336
      196
      5,641
      4,572
      7,835
      -591
      248
      83
      257
      326
      137
      10
      244
      12
      488
      58
      273
      60
      62
      389
      7
      99
      -22
      68
      2
      772
      5
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 43,446
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) 1 683
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........................... 3 683
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- ..... 5 683
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 516
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.............. 7 516
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....... 9 167
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 209-4802

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
1 		10,074    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
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
664,000
b
Average of monthly cash balances.......................
1b
13,370
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
677,370
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
677,370
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,161
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
667,209
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
33,360
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
33,360
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
683
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
683
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
32,677
4
Recoveries of amounts treated as qualifying distributions................
4
200
5
Add lines 3 and 4............................
5
32,877
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
32,877
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
34,392
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
34,392
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 32,877
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 1,604
b From 2021...... 0
c From 2022...... 6,931
d From 2023...... 2,915
e From 2024...... 107
f Total of lines 3a through e ........ 11,557
4Qualifying distributions for 2025 from Part
XI, line 4: $ 34,392
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 32,877
e Remaining amount distributed out of corpus 1,515
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 13,072
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) ... 		1,604
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		11,468
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 6,931
c Excess from 2023 .... 2,915
d Excess from 2024 .... 107
e Excess from 2025 .... 1,515
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

AMERICAN CANCER SOCIETY

PO BOX 720366
OKLAHOMA CITY,OK73162 		NONE   GENERAL SUPPORT 4,827

SYRACUSE UNIVERSITY

621 SKYTOP ROAD
SYRACUSE,NY13244 		NONE   GENERAL SUPPORT 3,218

CHILDREN'S HOSPITAL OF CINCINNATI OHIO

3333 BURNET AVE CH-3
CINCINNATI,OH45229 		NONE   GENERAL SUPPORT 2,252

CHRIST HOSPITAL FOUNDATION

625 EDEN PARK DRIVE
CINCINNATI,OH45219 		NONE   GENERAL SUPPORT 1,609

UNIVERSITY OF CINCINNATI

500 UNIVERSITY HALL ML 641
CINCINNATI,OH45221 		NONE   GENERAL SUPPORT 6,435

ACACIA FRATERNITY FOUNDATION INC

8777 PURDUE ROAD
INDIANAPOLIS,IN46268 		NONE   GENERAL SUPPORT 965

SHRINERS HOSPITAL FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33607 		NONE   GENERAL SUPPORT 3,218

BEREA COLLEGE

101 CHESTNUT ST
BEREA,KY40404 		NONE   GENERAL SUPPORT 9,653
Total ................................. 3a 32,177
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 14,239  
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 43,446  
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) ..   57,685  
13Total. Add line 12, columns (b), (d), and (e)..................
13
57,685
(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 ExplnOfNonFilingWithAGStmt
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsCorpStockSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 731 2,007
009158106 AIR PRODUCTS & CHEMI    
02079K305 ALPHABET INC/CA-CL A 396 16,562
023135106 AMAZON COM INC 3,057 9,811
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 124 13,233
053332102 AUTOZONE INC 778 3,704
060505104 BANK OF AMERICA CORP 1,751 3,298
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 678 8,283
12514G108 CDW CORP/DE    
172908105 CINTAS CORP 644 2,297
20030N101 COMCAST CORPORATION    
22160K105 COSTCO WHOLESALE COR 659 2,821
244199105 DEERE & CO    
30303M102 META PLATFORMS INC 1,627 8,598
34959E109 FORTINET INC    
437076102 HOME DEPOT INC 302 2,622
460690100 INTERPUBLIC GROUP CO    
46625H100 JPMORGAN CHASE & CO 577 5,200
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 446 5,186
539830109 LOCKHEED MARTIN CORP    
58933Y105 MERCK & CO INC 1,452 2,205
594918104 MICROSOFT CORP 827 13,339
617446448 MORGAN STANLEY 854 2,925
620076307 MOTOROLA SOLUTIONS I 665 1,610
742718109 PROCTER & GAMBLE CO 977 1,669
74762E102 QUANTA SVCS INC 261 2,373
78409V104 S&P GLOBAL INC 433 2,111
863667101 STRYKER CORP 870 1,478
874039100 TAIWAN SEMICONDUCTOR 921 2,975
879360105 TELEDYNE TECHNOLOGIE 1,722 2,481
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC 355 2,896
92939U106 WEC ENERGY GROUP INC 189 1,107
G1151C101 ACCENTURE PLC CLASS    
002824100 ABBOTT LABORATORIES 2,307 2,077
053611109 AVERY DENNISON CORP    
09260D107 BLACKSTONE INC 1,701 1,709
30231G102 EXXON MOBIL CORP 1,359 3,676
38141G104 GOLDMAN SACHS GROUP    
57636Q104 MASTERCARD INC CL A 2,030 3,233
718172109 PHILIP MORRIS INTERN 1,567 2,871
806857108 SCHLUMBERGER LTD SED    
907818108 UNION PACIFIC CORP    
98978V103 ZOETIS INC    
G16962105 BUNGE LIMITED    
G1890L107 CAPRI HLDGS LTD SEDO    
126650100 CVS HEALTH CORPORATI    
166764100 CHEVRON CORPORATION 1,351 1,592
191216100 COCA COLA CO    
35137L105 FOX CORP - CLASS A - 740 1,383
580135101 MCDONALD'S CORP    
94106L109 WASTE MANAGEMENT INC    
049560105 ATMOS ENERGY CORP 1,461 2,162
101137107 BOSTON SCIENTIFIC CO 1,219 2,151
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 1,779 2,371
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 1,933 2,503
452308109 ILLINOIS TOOL WORKS    
571903202 MARRIOTT INTERNATION 1,458 1,892
713448108 PEPSICO INC    
81762P102 SERVICE NOW INC 2,052 1,755
872540109 TJX COMPANIES INC NE 1,220 2,247
H1467J104 CHUBB LTD 1,399 2,167
09290D101 BLACKROCK FUNDING IN 1,162 2,238
254687106 DISNEY WALT CO 1,584 1,466
277432100 EASTMAN CHEM CO    
443510607 HUBBELL INC 1,511 1,952
512807306 LAM RESEARCH CORP 579 4,436
67066G104 NVIDIA CORP 12,472 17,775
754730109 RAYMOND JAMES FINANC 1,634 1,824
824348106 SHERWIN-WILLIAMS CO 1,522 1,419
893641100 TRANSDIGM GROUP INC 1,306 1,428
G54950103 NEW LINDE PLC 1,424 1,371
144285103 CARPENTER TECHNOLOGY 978 1,271
147528103 CASEYS GENERAL STORE 1,661 2,426
36828A101 GE VERNOVA LLC 2,105 2,905
58155Q103 MCKESSON CORPORATION 1,444 1,662
75513E101 RTX CORPORATION 2,186 3,014
V7780T103 ROYAL CARIBBEAN CRUI 1,810 2,597

TY 2025 InvestmentsOtherSchedule2
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
057071813 BAIRD MIDCAP INST      
057071854 BAIRD AGGREGATE BOND AT COST 45,966 45,489
316092857 FIDELITY REAL ESTATE      
317609295 SEAFARER OVERSEAS GR      
461418444 WCM FOCUSED INTL GRO AT COST 9,414 17,099
464287200 ISHARES CORE S&P 500 AT COST 49,901 102,864
464287440 ISHARES BARCLAYS 7-1      
464287804 ISHARES CORE S&P SMA      
72201F490 PIMCO INCOME FUND CL      
74256W584 PRINCIPAL MIDCAP FUN      
936793686 WASATCH INTL OPPORTU      
97717X669 WISDOMTREE U.S. QUAL      
09260B309 BLACKROCK CORE BOND      
413838566 OAKMARK INTL SM CAP-      
543069405 LONGLEAF PARTNERS FD      
89154M702 TOUCHSTONE SANDS EM AT COST 16,739 21,954
957663669 WESTERN ASSET CORE P      
00770X675 PZENA EMERG MKTS VAL AT COST 16,013 24,058
464288877 ISHARES MSCI EAFE VA      
56167N712 NUANCE MID CAP VALUE      
89609H704 TRIBUTARY SMALL COMP      
00769G535 LSV SMALL CAP FUND-I AT COST 9,487 10,266
25434V807 DIMENSIONAL INTERNAT AT COST 30,386 40,469
31428Q739 FEDERATED TOTAL RETU      
42588P809 HENNESSY FOCUS FUND      
46429B267 ISHARES U S TREASURY AT COST 23,998 24,118
46429B697 ISHARES MSCI USA MIN      
46434V456 ISHARES MSCI INTL QU      
674375878 OBERWEIS SMALL CAP O AT COST 8,324 11,120
74440B884 PRUDENTIAL TOTAL RET      
74441C881 PGIM JENN M/C GROW-R AT COST 11,431 10,956
89155H389 TOUCHSTONE MIDCAP VA AT COST 10,860 12,489
04314H576 ARTISAN INTL SM/MID-      
025072349 AVANTIS US LARGE CAP AT COST 12,607 15,789
092528603 ISHARES FLEXIBLE INC AT COST 13,689 13,708
37954Y632 GLOBAL X ART INTEL & AT COST 38,964 40,796
46138E800 INVESCO CHINA TECHNO AT COST 19,695 19,028
46435G326 ISHARES CORE MSCI DE AT COST 29,969 35,387
52107V229 LAZARD INTL QLTY GRW AT COST 17,671 16,881
922020839 VANGUARD CORE BOND F AT COST 44,619 44,840

TY 2025 OtherDecreasesSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Description Amount
ROC ON CY SALES 2
PY RETURN OF CAPITAL ADJ 37


TY 2025 OtherExpensesSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200


TY 2025 OtherIncreasesSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Description Amount
MUTUAL FUND TIMING ADJ 184
RECOVERY OF FILING FEES 200
ROUNDING 12


TY 2025 TaxesSchedule
Name:
WOODWARD BERNAL R CHARITABLE TRUST
EIN:
31-1713056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 239 239   0
FEDERAL TAX PAYMENT - PRIOR YE 193 0   0
FEDERAL ESTIMATES - PRINCIPAL 516 0   0
FOREIGN TAXES ON NONQUALIFIED 126 126   0