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
THE BROTHERHOOD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1558 DEPT EA5W86
  Room/suite
City or town
COLUMBUS
State or province
OH
Country  
ZIP or foreign postal code
43216
A Employer identification number

34-6883645
B Telephone number (see instructions)

3307427021
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)$2,176,330J 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... 51,921 51,921  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 125,421
b Gross sales price for all assets on line 6a 658,471
7 Capital gain net income (from Part IV, line 2)... 125,421
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
90 90  
12 Total. Add lines 1 through 11........ 177,432 177,432  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,210 13,105   13,105
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,494 449   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.......... 30,154 13,554 0 14,555
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 130,154 13,554 0 114,555
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 47,278
b Net investment income (if negative, enter -0-) 163,878
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 27,502 44,821 44,821
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)....... 1,609,319 Click to see attachment
List of Attached Documents:
// Content
1,644,036 		2,131,509
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)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,636,821 1,688,857 2,176,330
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........ 1,636,821 1,688,857
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)..... 1,636,821 1,688,857
30 Total liabilities and net assets/fund balances (see instructions). 1,636,821 1,688,857
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
1,636,821
2
Enter amount from Part I, line 27a .....................
2
47,278
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
5,000
4
Add lines 1, 2, and 3 ..........................
4
1,689,099
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
242
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,688,857
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 17. ADVANCED MICRO DEVICES INC W/1     2025-02-14
b 98. ADVANCED MICRO DEVICES INC W/1     2025-02-14
c 66. ALPHABET INC   2019-01-18 2025-02-14
d 10. AMERICAN ELECTRIC POWER CO INC     2025-02-14
e 3. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2025-02-14
4. ANALOG DEVICES   2020-08-14 2025-02-14
7. APPLE COMPUTER   2020-05-07 2025-02-14
4. ATMOS ENERGY CORP   2023-05-31 2025-02-14
2. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-02-14
15. BOSTON SCIENTIFIC CORP   2023-05-02 2025-02-14
9. BROADCOM INC   2023-12-21 2025-02-14
2. COSTCO WHOLESALE CORP   2019-01-18 2025-02-14
1. CROWDSTRIKE HLDGS INC   2024-06-18 2025-02-14
3. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-02-14
4. EOG RESOURCES INC   2022-05-19 2025-02-14
7. ELECTRONIC ARTS INC   2024-08-09 2025-02-14
7. EMERSON ELECTRIC CO   2022-11-10 2025-02-14
8. EXXON MOBIL CORP COM   2022-11-10 2025-02-14
3. FACEBOOK INC CL-A   2023-05-02 2025-02-14
4. FISERV INC   2022-08-17 2025-02-14
6. GENERAL ELEC CO   2023-05-02 2025-02-14
56. INTEL CORP.   2024-11-22 2025-02-14
2. INTUITIVE SURGICAL INC   2023-05-02 2025-02-14
67. ISHARES S & P MIDCAP 400   2022-11-10 2025-02-14
18. ISHARES S & P SMALLCAP 600   2019-01-18 2025-02-14
4. J P MORGAN CHASE & CO   2000-12-05 2025-02-14
1. ELI LILLY & CO   2023-04-11 2025-02-14
2. LOCKHEED MARTIN (COMMON STOCK)   2024-08-09 2025-02-14
17. LOCKHEED MARTIN (COMMON STOCK)   2022-05-19 2025-02-14
7. M & T BANK CORP     2025-02-14
32. MICROSOFT CORP   2015-04-14 2025-02-14
1. NETFLIX INC   2023-02-07 2025-02-14
100. NVIDIA CORP   2020-08-14 2025-02-14
1. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-02-14
5. ORACLE CORP   2024-06-18 2025-02-14
7. PALO ALTO NETWORKS INC   2023-12-21 2025-02-14
5. PROCTER & GAMBLE CO   2020-03-23 2025-02-14
3. QUALCOMM INC   2024-08-09 2025-02-14
8. RTX CORP   2024-04-25 2025-02-14
2. ROCKWELL INTL CORP NEW   2023-02-07 2025-02-14
47. SPDR INDEX SHS FDS   2022-11-10 2025-02-14
3. SALESFORCE INC   2024-11-22 2025-02-14
1. SERVICENOW INC   2022-06-29 2025-02-14
1. SHERWIN WILLIAMS CO   2024-06-18 2025-02-14
3. STRYKER CORP   2024-03-01 2025-02-14
5. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-02-14
4. T-MOBILE US INC   2023-02-07 2025-02-14
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2025-02-14
14. US BANCORP DEL NEW   2023-12-21 2025-02-14
6. VALERO ENERGY   2018-04-02 2025-02-14
121. VANGUARD TAX-MANAGED INTL FD   2022-11-10 2025-02-14
92. VANGUARD INTL EQUITY INDEX FDS   2022-11-10 2025-02-14
322. VERIZON COMMUNICATIONS   2024-08-09 2025-02-14
2. VISA INC   2020-05-07 2025-02-14
9. WAL-MART STORES, INC.   2022-11-10 2025-02-14
5. ZOETIS INC     2025-02-14
60. ZOETIS INC     2025-02-14
2. ACCENTURE PLC   2019-01-18 2025-02-14
2. LINDE PLC   2023-11-17 2025-02-14
3. CHUBB LTD   2021-08-20 2025-02-14
25. AMAZON.COM INC     2025-04-21
2. ARISTA NETWORKS INC   2025-02-14 2025-04-21
1. ING HLDGS INC   2025-02-14 2025-04-21
126. ISHARES S & P MIDCAP 400   2022-11-10 2025-04-21
71. ISHARES S & P SMALLCAP 600     2025-04-21
15. M & T BANK CORP   2024-04-25 2025-04-21
40. M & T BANK CORP     2025-04-21
65. VANGUARD TAX-MANAGED INTL FD   2022-11-10 2025-04-21
14. VANGUARD INTL EQUITY INDEX FDS   2022-11-10 2025-04-21
3. ACCENTURE PLC   2024-08-09 2025-04-21
45. ACCENTURE PLC     2025-04-21
2. CROWDSTRIKE HLDGS INC     2025-07-18
20. CROWDSTRIKE HLDGS INC   2024-06-18 2025-07-18
7. EOG RESOURCES INC     2025-07-18
67. EOG RESOURCES INC     2025-07-18
1. ISHARES S & P MIDCAP 400   2022-11-10 2025-07-18
6. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-07-18
37. PROCTER & GAMBLE CO     2025-07-18
68. PROCTER & GAMBLE CO     2025-07-18
7. T-MOBILE US INC     2025-07-18
59. T-MOBILE US INC     2025-07-18
2. THERMO ELECTRON CORP W/1 RT/SH     2025-07-18
14. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2025-07-18
11. VALERO ENERGY     2025-07-18
100. VALERO ENERGY     2025-07-18
1. VANGUARD INTL EQUITY INDEX FDS   2022-11-10 2025-07-18
77. ISHARES GOLDMAN SACHS CORPORATE BOND FD   2025-02-14 2025-08-08
1677. ISHARES GOLDMAN SACHS CORPORATE BOND FD     2025-08-08
14. ISHARES TR   2022-12-21 2025-08-08
1. ARISTA NETWORKS INC   2025-02-14 2025-09-11
239. EQT CORP     2025-09-11
3. ELECTRONIC ARTS INC   2025-04-21 2025-09-11
133. ELECTRONIC ARTS INC   2024-08-09 2025-09-11
49. SALESFORCE INC     2025-09-11
30. SHERWIN WILLIAMS CO     2025-09-11
1. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-09-11
813. VANGUARD INTL EQUITY INDEX FDS     2025-09-11
3. ABBVIE INC   2025-02-14 2025-12-26
7. ADVANCED MICRO DEVICES INC W/1   2025-07-18 2025-12-26
14. ALPHABET INC   2019-01-18 2025-12-26
11. AMAZON.COM INC   2020-03-23 2025-12-26
12. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2025-12-26
3. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2025-12-26
4. ANALOG DEVICES   2020-08-14 2025-12-26
8. APPLE COMPUTER   2020-05-07 2025-12-26
5. ARISTA NETWORKS INC   2025-02-14 2025-12-26
4. ATMOS ENERGY CORP   2023-05-31 2025-12-26
2. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-12-26
17. BOSTON SCIENTIFIC CORP   2023-05-02 2025-12-26
9. BROADCOM INC   2023-12-21 2025-12-26
10. CORNING INC. ++ (FORMERLY CORNING G LASS WORKS)   2025-09-11 2025-12-26
1. COSTCO WHOLESALE CORP   2019-01-18 2025-12-26
1. CROWDSTRIKE HLDGS INC   2025-04-21 2025-12-26
3. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-12-26
8. EMERSON ELECTRIC CO   2022-11-10 2025-12-26
9. EXXON MOBIL CORP COM   2022-11-10 2025-12-26
4. FACEBOOK INC CL-A   2023-05-02 2025-12-26
5. FISERV INC   2022-08-17 2025-12-26
7. GENERAL ELEC CO   2023-05-02 2025-12-26
2. GOLDMAN SACHS GROUP INC   2025-02-14 2025-12-26
28. INTEL CORP.   2024-11-22 2025-12-26
3. INTUITIVE SURGICAL INC   2023-05-02 2025-12-26
67. ISHARES S & P MIDCAP 400   2022-11-10 2025-12-26
31. ISHARES S & P SMALLCAP 600     2025-12-26
7. J P MORGAN CHASE & CO   2000-12-05 2025-12-26
2. ELI LILLY & CO   2023-04-11 2025-12-26
5. M & T BANK CORP   2024-04-25 2025-12-26
7. MICROSOFT CORP   2015-04-14 2025-12-26
21. NETFLIX INC   2023-02-07 2025-12-26
18. NVIDIA CORP   2020-08-14 2025-12-26
13. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-12-26
6. ORACLE CORP   2024-06-18 2025-12-26
6. PALANTIR TECHNOLOGIES INC   2025-07-18 2025-12-26
7. PALO ALTO NETWORKS INC   2023-12-21 2025-12-26
4. QUALCOMM INC   2024-08-09 2025-12-26
10. RTX CORP   2024-04-25 2025-12-26
2. ROCKWELL INTL CORP NEW   2023-02-07 2025-12-26
53. SPDR INDEX SHS FDS   2022-11-10 2025-12-26
20. SCHLUMBERGER LTD.   2025-09-11 2025-12-26
4. SERVICENOW INC   2022-06-29 2025-12-26
4. SNOWFLAKE INC   2025-02-14 2025-12-26
3. STRYKER CORP   2024-03-01 2025-12-26
7. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-12-26
4. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-07-18 2025-12-26
16. US BANCORP DEL NEW   2023-12-21 2025-12-26
2. ULTA BEAUTY INC   2025-07-18 2025-12-26
145. VANGUARD TAX-MANAGED INTL FD   2022-11-10 2025-12-26
52. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-12-26
3. VISA INC   2020-05-07 2025-12-26
11. WAL-MART STORES, INC.   2022-11-10 2025-12-26
2. LINDE PLC   2023-11-17 2025-12-26
5. CHUBB LTD   2021-08-20 2025-12-26
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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 1,926   2,443 -517
b 11,105   11,353 -248
c 12,233   3,681 8,552
d 1,023   1,002 21
e 577   599 -22
850   469 381
1,712   531 1,181
594   463 131
966   717 249
1,587   798 789
2,098   1,012 1,086
2,140   427 1,713
447   391 56
484   569 -85
525   493 32
914   1,027 -113
872   646 226
876   879 -3
2,191   722 1,469
924   436 488
1,245   483 762
1,310   1,369 -59
1,180   604 576
4,301   3,315 986
2,121   1,365 756
1,114   155 959
869   366 503
854   1,101 -247
7,259   7,230 29
1,392   995 397
13,010   1,330 11,680
1,045   357 688
13,771   1,151 12,620
1,327   1,054 273
869   718 151
1,338   1,052 286
816   488 328
516   492 24
989   809 180
596   576 20
2,088   1,963 125
976   1,015 -39
979   479 500
363   300 63
1,165   1,053 112
630   446 184
1,063   566 497
534   573 -39
670   604 66
800   546 254
6,251   5,004 1,247
4,207   3,497 710
13,231   13,044 187
708   366 342
939   426 513
790   902 -112
9,486   10,578 -1,092
778   301 477
923   818 105
800   559 241
4,146   1,939 2,207
134   215 -81
4,371   5,070 -699
6,693   6,234 459
6,644   6,715 -71
2,338   2,198 140
6,234   5,993 241
3,263   2,688 575
603   532 71
833   943 -110
12,491   7,109 5,382
938   599 339
9,382   7,820 1,562
827   845 -18
7,918   8,232 -314
64   49 15
555   422 133
5,744   6,314 -570
10,556   8,417 2,139
1,593   1,477 116
13,430   8,393 5,037
843   1,019 -176
5,902   8,018 -2,116
1,621   1,523 98
14,734   8,565 6,169
51   38 13
8,432   8,327 105
183,645   179,728 3,917
1,662   1,623 39
153   108 45
12,160   12,752 -592
508   427 81
22,541   19,509 3,032
12,052   16,467 -4,415
10,825   9,088 1,737
140   89 51
43,396   33,049 10,347
690   585 105
1,509   1,114 395
4,382   781 3,601
2,554   1,039 1,515
1,387   1,179 208
525   599 -74
1,107   469 638
2,196   607 1,589
655   539 116
672   463 209
999   717 282
1,630   904 726
3,166   1,012 2,154
895   764 131
874   213 661
479   357 122
464   569 -105
1,083   738 345
1,072   989 83
2,657   963 1,694
337   546 -209
2,216   563 1,653
1,816   1,323 493
1,010   684 326
1,733   906 827
4,501   3,315 1,186
3,807   3,401 406
2,297   271 2,026
2,144   733 1,411
1,036   733 303
3,406   291 3,115
1,984   750 1,234
3,451   207 3,244
1,199   913 286
1,186   861 325
1,152   921 231
1,314   1,052 262
700   656 44
1,849   1,012 837
797   576 221
2,393   2,214 179
756   726 30
615   383 232
894   744 150
1,063   1,053 10
1,100   624 476
1,205   961 244
876   691 185
1,212   986 226
9,090   5,997 3,093
2,800   2,296 504
1,066   548 518
1,228   521 707
849   818 31
1,567   931 636
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
      57
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       -517
b       -248
c       8,552
d       21
e       -22
      381
      1,181
      131
      249
      789
      1,086
      1,713
      56
      -85
      32
      -113
      226
      -3
      1,469
      488
      762
      -59
      576
      986
      756
      959
      503
      -247
      29
      397
      11,680
      688
      12,620
      273
      151
      286
      328
      24
      180
      20
      125
      -39
      500
      63
      112
      184
      497
      -39
      66
      254
      1,247
      710
      187
      342
      513
      -112
      -1,092
      477
      105
      241
      2,207
      -81
      -699
      459
      -71
      140
      241
      575
      71
      -110
      5,382
      339
      1,562
      -18
      -314
      15
      133
      -570
      2,139
      116
      5,037
      -176
      -2,116
      98
      6,169
      13
      105
      3,917
      39
      45
      -592
      81
      3,032
      -4,415
      1,737
      51
      10,347
      105
      395
      3,601
      1,515
      208
      -74
      638
      1,589
      116
      209
      282
      726
      2,154
      131
      661
      122
      -105
      345
      83
      1,694
      -209
      1,653
      493
      326
      827
      1,186
      406
      2,026
      1,411
      303
      3,115
      1,234
      3,244
      286
      325
      231
      262
      44
      837
      221
      179
      30
      232
      150
      10
      476
      244
      185
      226
      3,093
      504
      518
      707
      31
      636
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 125,421
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 2,278
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 2,278
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 2,278
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,638
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 1,638
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....... 9 640
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 742-7021

Located atPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+443216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1 		26,210    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,081,139
b
Average of monthly cash balances.......................
1b
53,837
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,134,976
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
2,134,976
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,025
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,102,951
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
105,148
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
105,148
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,278
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,278
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
102,870
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
107,870
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
107,870
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
114,555
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
114,555
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 7 107,870
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 2,580
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 114,555
a Applied to 2024, but not more than line 2a 2,580
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..... 107,870
e Remaining amount distributed out of corpus 4,105
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 4,105
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 ...... 		4,105
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 4,105
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).)
NONE
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.
NONE
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:
DAVID SABINE CO HUNTINGTON NATL B
23 FEDERAL PLAZA
YOUNGSTOWN,OH44503
(330) 742-7021
DAVE.SABINE@HUNTINGTON.COM
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION STATING PURPOSE OF REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO CHARITABLE ORGANIZATIONS
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

SAFE PASSAGE INC

76 CARLON DR
NORTHAMPTON,MA010602301 		NONE   GENERAL OPERATING 4,000

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 5,000

MICHAEL J FOX FOUNDATION

PO BOX 4777
NEW YORK,NY101634777 		NONE   GENERAL OPERATING 5,000

LUTHERAN WORLD RELIEF

700 LIGHT ST
BALTIMORE,MD21230 		NONE   GENERAL OPERATING 5,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE   GENERAL OPERATING 2,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 9,000

TRINITY LUTHERAN SEMINARY

1333 HOME AVE
AKRON,OH44310 		NONE   GENERAL OPERATING 5,000

YOUNGSTOWN GOODWILL INDUSTRIES INC

2747 BELMONT AVE 1864
YOUNGSTOWN,OH44505 		NONE   GENERAL OPERATING 2,000

BUTLER INSTITUTE OF AMERICAN ART

524 WICK AVE
YOUNGSTOWN,OH445021213 		NONE   GENERAL OPERATING 2,000

FISH SAMARITAN HOUSE

17 KENMORE AVE
YOUNGSTOWN,OH44507 		NONE   GENERAL OPERATING 1,000

SECOND HARVEST FOOD BANK

2805 SALT SPRINGS RD
YOUNGSTOWN,OH44509 		NONE   GENERAL OPERATING 5,000

MULTIPLE SCLEROSIS AGENCY INC

23 LISBON ST STE G
CANFIELD,OH44406 		NONE   GENERAL OPERATING 1,000

RESCUE MISSION OF MAHONING VALLEY

PO BOX 298
YOUNGSTOWN,OH445010298 		NONE   GENERAL OPERATING 5,000

NATIONAL OSTEOPOROSIS FOUNDATION

251 18TH ST S STE 630
ARLINGTON,VA222023528 		NONE   GENERAL OPERATING 1,000

THE SAFE ALLIANCE

601 E 5TH ST STE 400
CHARLOTTE,NC28202 		NONE   GENERAL OPERATING 5,000

NORTH CAROLINA DISASTER RELIEF FUND

20312 MAIL SERVICE CENTER
RALEIGH,NC276990312 		NONE   GENERAL OPERATING 10,000

MARCO LUTHERAN CHURCH

525 N COLLIER BLVD
MARCO ISLAND,FL341451949 		NONE   GENERAL OPERATING 5,000

ST MATTHEWS HOUSE

2001 AIRPORT RD S
NAPLES,FL34112 		NONE   GENERAL OPERATING 3,000

BILLY GRAHAM EVANGELISTIC ASSOCIATION

1 BILLY GRAHAM PKWY
CHARLOTTE,NC282010001 		NONE   GENERAL OPERATING 5,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE   GENERAL OPERATING 13,000

ST JUDE HOSPITAL

1801 LIND AVE SW
RENTON,WA980573368 		NONE   GENERAL OPERATING 5,000

LANCASTER CHILDEN'S HOME INC

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE   GENERAL OPERATING 2,000
Total ................................. 3a 100,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 51,921  
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 ............ 		    18 125,421  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 90  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   177,432  
13Total. Add line 12, columns (b), (d), and (e)..................
13
177,432
(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:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
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:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Name of Stock End of Year Book Value End of Year Fair Market Value
22160K105 COSTCO WHOLESALE COR 11,273 18,971
46120E602 INTUITIVE SURGICAL I 12,822 22,654
773903109 ROCKWELL AUTOMATION 10,800 14,785
91913Y100 VALERO ENERGY CORP N    
037833100 APPLE INC 12,738 35,342
337738108 FISERV INC 12,788 5,239
742718109 PROCTER & GAMBLE CO    
G1151C101 ACCENTURE PLC-CL A    
464287804 ISHARES TR 51,885 55,283
92826C839 VISA INC 8,175 14,379
023135106 AMAZON COM INC 27,840 38,778
532457108 LILLY ELI & CO 8,557 20,419
46625H100 JPMORGAN CHASE & CO 23,499 36,089
67066G104 NVIDIA CORP 5,393 52,034
594918104 MICROSOFT CORP 16,778 51,264
032654105 ANALOG DEVICES INC 8,055 16,814
007903107 ADVANCED MICRO DEVIC 18,306 24,628
02079K305 ALPHABET INC 34,088 63,852
55261F104 M&T BK CORP 12,985 14,708
H1467J104 CHUBB LTD 14,219 20,288
922042858 VANGUARD INTL EQUITY 34,537 42,148
025537101 AMERICAN ELEC PWR CO 17,259 20,756
464287507 ISHARES TR 51,684 67,254
464288513 ISHARES TR 33,752 36,122
78464A474 SPDR SER TR 158,935 162,295
921943858 VANGUARD TAX-MANAGED 98,146 138,184
30231G102 EXXON MOBIL CORP 15,212 15,885
46090A887 INVESCO ACTIVELY MAN 17,774 17,990
539830109 LOCKHEED MARTIN CORP    
81762P102 SERVICENOW INC 8,895 13,174
26875P101 EOG RES INC    
316188309 FIDELITY MERRIMACK S 53,772 54,189
291011104 EMERSON ELEC CO 10,152 15,396
464287176 ISHARES TR 35,276 35,831
78463X749 SPDR INDEX SHS FDS 33,249 35,656
931142103 WAL MART STORES INC 8,234 18,271
464287242 ISHARES TR    
464288661 ISHARES TR 193,188 198,598
46434V787 ISHARES TR 17,619 18,151
03027X100 AMERICAN TOWER CORP 9,698 8,427
049560105 ATMOS ENERGY CORP 8,236 11,734
084670702 BERKSHIRE HATHAWAY I 14,019 19,101
101137107 BOSTON SCIENTIFIC CO 14,346 24,982
11135F101 BROADCOM INC 17,432 48,800
30303M102 FACEBOOK INC CL-A 17,433 36,965
369604301 GENERAL ELEC CO 9,490 32,343
64110L106 NETFLIX INC 9,942 22,409
697435105 PALO ALTO NETWORKS I 16,024 19,341
79466L302 SALESFORCE.COM INC    
872540109 TJX COS INC NEW 12,102 18,280
872590104 T-MOBILE US INC    
902973304 US BANCORP DEL 11,790 13,180
98978V103 ZOETIS INC    
G54950103 LINDE PLC 10,341 10,660
22788C105 CROWDSTRIKE HLDGS IN 5,710 7,500
253868103 DIGITAL RLTY TR INC 9,485 7,736
285512109 ELECTRONIC ARTS INC    
458140100 INTEL CORP 9,925 15,350
67103H107 O REILLY AUTOMOTIVE 14,841 18,789
68389X105 ORACLE CORP 12,641 17,347
747525103 QUALCOMM INC 8,332 8,724
75513E101 RTX CORP 14,695 26,226
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 16,765 16,871
883556102 THERMO FISHER SCIENT    
92343V104 VERIZON COMMUNICATIO    
00287Y109 ABBVIE INC 10,503 12,338
040413205 ARISTA NETWORKS INC 9,372 11,400
09857L108 ING HLDGS INC 5,070 5,355
219350105 CORNING INC 12,152 13,922
38141G104 GOLDMAN SACHS GROUP 20,113 28,128
69608A108 PALANTIR TECHNOLOGIE 13,974 16,175
806857108 SLB LTD 11,477 12,128
833445109 SNOWFLAKE INC 12,027 14,478
874039100 TAIWAN SEMICONDUCTOR 15,138 19,145
90384S303 ULTA BEAUTY INC 15,283 18,755
92206C870 VANGUARD SCOTTSDALE 197,795 199,493

TY 2025 OtherDecreasesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Description Amount
MUTUAL FUND TIMING ADJ 242


TY 2025 OtherExpensesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 OtherIncomeSchedule2
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 90 90  


TY 2025 OtherIncreasesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Description Amount
RECOVERY OF GRANTS PAID 5,000


TY 2025 TaxesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 249 249   0
FEDERAL TAX PAYMENT - PRIOR YE 407 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,638 0   0
FOREIGN TAXES ON NONQUALIFIED 200 200   0