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
WILLIAM M SHINNICK TRUST UA
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 3500
  Room/suite
City or town
NEWARK
State or province
OH
Country  
ZIP or foreign postal code
430583500
A Employer identification number

31-6024875
B Telephone number (see instructions)

7403493764
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)$17,143,931J 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... 368,835 368,835  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,468,669
b Gross sales price for all assets on line 6a 7,295,577
7 Capital gain net income (from Part IV, line 2)... 1,468,669
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........ 1,837,504 1,837,504  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 62,455 31,228   31,228
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
1,072 536 0 536
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
36,342 6,521   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
465     233
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,334 38,285 0 31,997
25 Contributions, gifts, grants paid....... 728,390 728,390
26 Total expenses and disbursements. Add lines 24 and 25 ................ 828,724 38,285 0 760,387
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,008,780
b Net investment income (if negative, enter -0-) 1,799,219
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......... 793,430 604,981 604,981
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) 295,775 Click to see attachment
List of Attached Documents:
// Content
99,736 		100,004
b Investments—corporate stock (attach schedule)....... 5,363,556 Click to see attachment
List of Attached Documents:
// Content
6,087,073 		9,358,305
c Investments—corporate bonds (attach schedule)....... 3,220,607 Click to see attachment
List of Attached Documents:
// Content
3,823,181 		3,844,593
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,418,549 Click to see attachment
List of Attached Documents:
// Content
2,481,185 		3,236,048
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) 12,091,917 13,096,156 17,143,931
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........ 12,091,917 13,096,156
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)..... 12,091,917 13,096,156
30 Total liabilities and net assets/fund balances (see instructions). 12,091,917 13,096,156
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
12,091,917
2
Enter amount from Part I, line 27a .....................
2
1,008,780
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
160
4
Add lines 1, 2, and 3 ..........................
4
13,100,857
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
4,701
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,096,156
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 98. ABBOTT LABORATORIES   2019-01-14 2025-02-25
b 41. ABBVIE INC   2023-02-22 2025-02-25
c 99. ALPHABET INC CLASS A     2025-02-25
d 122. ALPHABET INC CLASS A   2023-02-21 2025-02-25
e 45. AMERICAN TOWER CORPORATION   2024-12-17 2025-02-25
35. CENCORA INC   2024-05-09 2025-02-25
75. APPLE INC   1901-01-01 2025-02-25
113. ASTRAZENECA PLC SPONS ADR   2024-12-17 2025-02-25
28. BERKSHIRE HATHAWAY INC CLASS B   2024-12-17 2025-02-25
442. CVS CORP     2025-02-25
57. CARDINAL HEALTH, INC.   2024-05-09 2025-02-25
778. CISCO SYSTEMS   2022-03-29 2025-02-25
823. COCA COLA COMPANY     2025-02-25
59. COCA COLA COMPANY   2022-07-05 2025-02-25
26. COSTCO WHOLESALE CORPORATION   2024-12-18 2025-02-25
25. COSTCO WHOLESALE CORPORATION   2019-01-14 2025-02-25
69. DEERE & COMPANY   2023-02-21 2025-02-25
358. ECOLAB INC   2020-04-13 2025-02-25
99. INTERCONTINENTAL EXCHANGE INC   2024-12-17 2025-02-25
31. J.P. MORGAN CHASE & CO   2024-12-18 2025-02-25
15. J.P. MORGAN CHASE & CO   2019-01-14 2025-02-25
12. MCKESSON HBOC INC   2021-10-18 2025-02-25
201. NEXTERA ENERGY INC   2024-12-17 2025-02-25
31. PALO ALTO NETWORKS INC   2024-05-09 2025-02-25
259. PROCTER & GAMBLE CO     2025-02-25
6. PROCTER & GAMBLE CO   2023-12-20 2025-02-25
17. S&P GLOBAL INC   2024-12-17 2025-02-25
42. VISA INC CLASS A   2019-01-14 2025-02-25
90. WASTE MANAGEMENT INC DEL   2024-12-17 2025-02-25
56. WASTE MANAGEMENT INC DEL   2023-06-20 2025-02-25
17. LINDE PLC   2022-06-03 2025-02-25
111. MEDTRONIC PLC   2024-08-23 2025-02-25
69. ANALOG DEVICES INC (ADI)   2024-12-18 2025-02-26
160. ANALOG DEVICES INC (ADI)   2020-10-13 2025-02-26
185. NVIDIA CORP   2019-11-13 2025-02-26
77. SCHWAB CHARLES CORP NEW COM   2021-12-28 2025-02-26
442. TAKE-TWO INTERACTIVE SOFTWARE INC   2024-05-09 2025-02-26
101. TAKE-TWO INTERACTIVE SOFTWARE INC   2022-06-28 2025-02-26
2200.143 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL   2024-08-20 2025-02-26
304. VANGUARD COMMUNICATION SERVICES ETF   2024-05-10 2025-02-26
49. CHEVRONTEXACO CORP     2025-02-27
155. REALTY INCOME CORP (REIT)   2024-12-17 2025-02-27
153. SCHLUMBERGER LTD   2024-12-17 2025-02-27
82. ACCENTURE PLC CLASS A [QDI]     2025-02-27
2007. FIRST TRUST LOW DURATION OPPORTUNITIES ETF     2025-03-13
7391.52357 VANGUARD INTERMEDIATE-TERM BOND INDEX ADM   2024-08-20 2025-03-13
11729.52343 VANGUARD INTERMEDIATE-TERM BOND INDEX ADM   2024-08-20 2025-03-13
6623.88 VANGUARD HIGH-YIELD CORP FUND ADMIRAL SHARES     2025-03-13
2349.264 VANGUARD HIGH-YIELD CORP FUND ADMIRAL SHARES     2025-03-13
2904.018 VANGUARD LONG-TERM TREASURY FUND ADMIRAL SHS   2025-02-26 2025-03-13
636.938 VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM   2025-02-26 2025-03-13
6465.148 VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM   2019-01-14 2025-03-13
1997.788 VANGUARD TOTAL INTERNATIONAL BOND INDX FD ADM     2025-03-13
459.432 VANGUARD TOTAL INTERNATIONAL BOND INDX FD ADM   1901-01-01 2025-03-13
. CLASS ACTION PROCEEDS     2025-03-24
28. CENCORA INC   2024-05-09 2025-05-20
125. ARISTA NETWORKS INC   2025-02-27 2025-05-20
35. BERKSHIRE HATHAWAY INC CLASS B     2025-05-20
15. BLACKROCK INC   2025-02-27 2025-05-20
5. BLACKROCK INC   2019-01-14 2025-05-20
113. CADENCE DESIGN SYSTEMS INC   2025-02-25 2025-05-20
113. CADENCE DESIGN SYSTEMS INC   2023-06-20 2025-05-20
69. CARDINAL HEALTH, INC.   2024-05-09 2025-05-20
49. CHEVRONTEXACO CORP   2019-01-14 2025-05-20
1018. CHIPOTLE MEXICAN GRILL INC     2025-05-20
2600. CHIPOTLE MEXICAN GRILL INC   2020-04-13 2025-05-20
69. CONOCOPHILLIPS   2024-12-18 2025-05-20
57. CONOCOPHILLIPS   2020-06-19 2025-05-20
16. DEERE & COMPANY     2025-05-20
62. DIAMONDBACK ENERGY INC   2024-08-20 2025-05-20
48. EXXON MOBIL CORP   2024-12-18 2025-05-20
99. EXXON MOBIL CORP   2022-03-29 2025-05-20
24. HCA HEALTHCARE INC   2024-12-17 2025-05-20
12. HCA HEALTHCARE INC   2021-05-20 2025-05-20
69. INTERCONTINENTAL EXCHANGE INC   2024-12-17 2025-05-20
45. INTERCONTINENTAL EXCHANGE INC   2019-01-14 2025-05-20
77. J.P. MORGAN CHASE & CO   2019-01-14 2025-05-20
123. LOCKHEED MARTIN CORPORATION     2025-05-20
388. LOCKHEED MARTIN CORPORATION     2025-05-20
1357. MCCORMICK & COMPANY INC   2025-02-27 2025-05-20
11. MCKESSON HBOC INC   2021-10-18 2025-05-20
22. MICROSOFT CORP   2025-02-27 2025-05-20
67. MICROSOFT CORP   1901-01-01 2025-05-20
30. MONOLITHIC POWER SYSTEMS INC   2025-02-25 2025-05-20
104. NVIDIA CORP   2019-11-13 2025-05-20
64. PALO ALTO NETWORKS INC   2024-05-09 2025-05-20
22. S&P GLOBAL INC   2024-12-17 2025-05-20
395. SCHWAB CHARLES CORP NEW COM   2021-12-28 2025-05-20
176. TAKE-TWO INTERACTIVE SOFTWARE INC   2022-06-28 2025-05-20
26109.077 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL     2025-05-20
34050.284 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL     2025-05-20
9484.003 VANGUARD HIGH-YIELD CORP FUND ADMIRAL SHARES   2019-01-14 2025-05-20
3217.342 VANGUARD LONG-TERM TREASURY FUND ADMIRAL SHS   2025-02-26 2025-05-20
7502.864 VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM   2019-01-14 2025-05-20
2672.705 VANGUARD TOTAL INTERNATIONAL BOND INDX FD ADM   1901-01-01 2025-05-20
5538.083 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM     2025-05-20
3759.757 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM     2025-05-20
467.229 VANGUARD INSTITUTIONAL EXT. MARKET   2025-02-26 2025-05-20
1922.397 VANGUARD INSTITUTIONAL EXT. MARKET   2019-01-14 2025-05-20
61. VISA INC CLASS A   2019-01-14 2025-05-20
100000. UNITED STATES TREAS NTS 4.6250% 06/30/25   2023-06-26 2025-06-30
100000. DEERE JOHN CAPITAL CORP 4.0500% 09/08/25   2022-10-18 2025-09-08
100000. GOLDMAN SACHS GROUP INC 6.1000% 10/31/25   2023-10-19 2025-10-31
54. ABBVIE INC   2025-05-20 2025-12-15
67. ABBVIE INC   2023-02-22 2025-12-15
37. ALPHABET INC CLASS A   2025-05-20 2025-12-15
377. ALPHABET INC CLASS A     2025-12-15
202. AMAZON COM INC (AMZN)     2025-12-15
38. AMERICAN TOWER CORPORATION     2025-12-15
15. AMERICAN TOWER CORPORATION   2019-01-14 2025-12-15
72. CENCORA INC   2024-05-09 2025-12-15
22. ANALOG DEVICES INC (ADI)   2025-05-20 2025-12-15
100. APPLE INC   2025-05-20 2025-12-15
133. ARISTA NETWORKS INC   2025-02-27 2025-12-15
35. ARISTA NETWORKS INC   2023-12-20 2025-12-15
152. ASTRAZENECA PLC SPONS ADR     2025-12-15
208. ASTRAZENECA PLC SPONS ADR   2022-12-06 2025-12-15
2224. BAXTER INTERNATIONAL INC (BAX)   2025-05-20 2025-12-15
89. BECTON-DICKINSON   2025-05-20 2025-12-15
22. BECTON-DICKINSON   2023-06-20 2025-12-15
39. BERKSHIRE HATHAWAY INC CLASS B   2024-08-20 2025-12-15
33. BLACKROCK INC   2019-01-14 2025-12-15
64. CVS CORP   2024-12-19 2025-12-15
259. CVS CORP     2025-12-15
228. CAPITAL ONE FINANCIAL CORP   2025-05-20 2025-12-15
160. CARDINAL HEALTH, INC.   2024-05-09 2025-12-15
230. COCA COLA COMPANY   2025-05-20 2025-12-15
498. DR HORTON INC     2025-12-15
89. DANAHER CORPORATION     2025-12-15
10. DANAHER CORPORATION   2019-01-14 2025-12-15
452. DEERE & COMPANY     2025-12-15
68. DIAMONDBACK ENERGY INC   2024-12-18 2025-12-15
252. DIAMONDBACK ENERGY INC   2024-08-20 2025-12-15
20000. FIRST TRUST PREFERRED SECURITIES & INCOME ETF     2025-12-15
730. FIRST TRUST SMID CAP RISING DIVACHIEVERS ETF     2025-12-15
267. GE VERNOVA INC   2025-05-20 2025-12-15
61. HCA HEALTHCARE INC   2021-05-20 2025-12-15
315. HALLIBURTON CO   2024-12-18 2025-12-15
257. HALLIBURTON CO   2021-12-23 2025-12-15
68. INTERCONTINENTAL EXCHANGE INC   2019-01-14 2025-12-15
162. J.P. MORGAN CHASE & CO   2019-01-14 2025-12-15
60. MCDONALD'S CORP   2025-05-20 2025-12-15
26. MCKESSON HBOC INC   2021-10-18 2025-12-15
33. MONOLITHIC POWER SYSTEMS INC   2025-02-25 2025-12-15
463. NEXTERA ENERGY INC     2025-12-15
1286. NEXTERA ENERGY INC     2025-12-15
116. NVIDIA CORP   2019-11-13 2025-12-15
336. REALTY INCOME CORP (REIT)     2025-12-15
3. S&P GLOBAL INC   2024-12-17 2025-12-15
30. S&P GLOBAL INC   2019-01-14 2025-12-15
58. SCHLUMBERGER LTD   2024-12-17 2025-12-15
141. SCHLUMBERGER LTD     2025-12-15
359. SCHWAB CHARLES CORP NEW COM   2021-12-28 2025-12-15
16. STRYKER CORP   2020-04-13 2025-12-15
187. TJX COMPANIES INC     2025-12-15
171. TJX COMPANIES INC     2025-12-15
1106. TAKE-TWO INTERACTIVE SOFTWARE INC     2025-12-15
310. VANGUARD MATERIALS ETF   2025-02-26 2025-12-15
42. VISA INC CLASS A   2019-01-14 2025-12-15
28. WASTE MANAGEMENT INC DEL   2025-05-20 2025-12-15
173. WASTE MANAGEMENT INC DEL     2025-12-15
557. WISDOMTREE DYNAMIC CURRENCY HEDGED INTL EQ   2025-05-20 2025-12-15
12. LINDE PLC   2025-05-20 2025-12-15
108. LINDE PLC   2022-06-03 2025-12-15
73. MEDTRONIC PLC   2025-05-20 2025-12-15
160. MEDTRONIC PLC   2024-08-23 2025-12-15
2820.905 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL   2020-02-10 2025-12-16
2616.917 VANGUARD INTERNATIONAL CORE STOCK FUND ADM   2025-05-20 2025-12-16
300.25 VANGUARD INSTITUTIONAL EXT. MARKET   2019-01-14 2025-12-16
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,267   6,704 6,563
b 8,361   6,191 2,170
c 17,364   16,632 732
d 21,398   11,249 10,149
e 9,209   8,701 508
8,722   7,844 878
18,547   1,043 17,504
8,518   7,602 916
14,005   12,748 1,257
27,974   22,346 5,628
7,265   5,589 1,676
49,985   42,945 7,040
58,687   52,217 6,470
4,207   3,719 488
27,337   25,185 2,152
26,286   5,237 21,049
33,619   29,397 4,222
95,550   62,745 32,805
16,956   15,146 1,810
7,993   7,151 842
3,868   1,485 2,383
7,495   2,413 5,082
14,351   14,503 -152
5,828   4,611 1,217
44,667   43,715 952
1,035   865 170
9,058   8,506 552
14,774   5,751 9,023
20,749   18,811 1,938
12,910   9,222 3,688
7,967   5,615 2,352
10,008   9,818 190
16,041   14,395 1,646
37,197   20,000 17,197
24,068   963 23,105
6,044   6,584 -540
92,031   64,332 27,699
21,030   12,739 8,291
36,500   36,258 242
48,740   40,222 8,518
7,711   6,337 1,374
8,759   8,440 319
6,291   5,982 309
29,522   15,294 14,228
98,541   98,295 246
76,133   77,685 -1,552
120,814   123,277 -2,463
35,901   36,285 -384
12,733   13,156 -423
23,697   23,929 -232
6,605   6,611 -6
67,044   67,561 -517
38,737   39,562 -825
8,908   10,057 -1,149
71     71
8,182   6,275 1,907
11,922   11,528 394
17,777   15,777 2,000
14,934   14,238 696
4,978   1,975 3,003
36,115   28,187 7,928
36,115   26,264 9,851
10,669   6,766 3,903
6,718   5,455 1,263
52,416   53,787 -1,371
133,873   38,644 95,229
6,177   6,708 -531
5,103   2,488 2,615
8,393   6,672 1,721
8,571   11,757 -3,186
5,037   5,124 -87
10,389   8,050 2,339
9,250   7,367 1,883
4,625   2,484 2,141
12,164   10,556 1,608
7,933   3,255 4,678
20,493   7,622 12,871
58,338   59,228 -890
184,025   183,897 128
100,608   110,694 -10,086
7,910   2,212 5,698
10,051   8,671 1,380
30,611   2,350 28,261
20,909   19,532 1,377
13,934   541 13,393
12,409   9,520 2,889
11,461   11,007 454
35,187   33,773 1,414
41,667   22,198 19,469
462,653   427,038 35,615
603,371   481,636 121,735
51,688   53,110 -1,422
24,870   26,511 -1,641
77,955   78,405 -450
52,412   58,503 -6,091
219,419   206,143 13,276
148,962   137,334 11,628
65,931   66,674 -743
271,269   154,080 117,189
22,320   8,353 13,967
100,000   99,915 85
100,000   97,972 2,028
100,000   100,000  
12,296   9,998 2,298
15,257   10,117 5,140
11,402   6,062 5,340
116,179   29,391 86,788
44,873   42,375 2,498
6,838   7,943 -1,105
2,699   2,421 278
25,217   16,136 9,081
6,169   4,916 1,253
27,433   20,623 6,810
16,753   12,266 4,487
4,409   2,043 2,366
13,926   10,580 3,346
19,056   14,267 4,789
43,401   70,065 -26,664
17,805   15,712 2,093
4,401   5,694 -1,293
19,744   17,414 2,330
35,760   13,035 22,725
5,106   2,825 2,281
20,663   15,708 4,955
54,683   44,713 9,970
31,980   15,689 16,291
16,330   16,492 -162
77,955   68,294 9,661
20,342   18,136 2,206
2,286   922 1,364
220,324   166,014 54,310
10,471   10,672 -201
38,803   47,787 -8,984
363,437   402,504 -39,067
28,589   25,975 2,614
181,854   120,208 61,646
29,064   12,625 16,439
8,955   8,273 682
7,307   5,840 1,467
10,981   4,919 6,062
51,899   16,037 35,862
19,151   19,174 -23
21,399   5,228 16,171
31,317   21,485 9,832
37,799   33,957 3,842
104,989   53,822 51,167
20,435   604 19,831
19,522   18,291 1,231
1,497   1,501 -4
14,973   5,230 9,743
2,257   2,268 -11
5,488   2,773 2,715
34,251   30,695 3,556
5,685   2,759 2,926
29,302   23,969 5,333
26,795   11,147 15,648
270,443   131,832 138,611
64,180   60,904 3,276
14,574   5,751 8,823
6,117   6,541 -424
37,793   26,659 11,134
24,108   21,951 2,157
5,009   5,506 -497
45,077   35,673 9,404
7,207   6,301 906
15,796   14,152 1,644
56,559   39,690 16,869
90,781   77,592 13,189
48,118   24,065 24,053
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
      20,250
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       6,563
b       2,170
c       732
d       10,149
e       508
      878
      17,504
      916
      1,257
      5,628
      1,676
      7,040
      6,470
      488
      2,152
      21,049
      4,222
      32,805
      1,810
      842
      2,383
      5,082
      -152
      1,217
      952
      170
      552
      9,023
      1,938
      3,688
      2,352
      190
      1,646
      17,197
      23,105
      -540
      27,699
      8,291
      242
      8,518
      1,374
      319
      309
      14,228
      246
      -1,552
      -2,463
      -384
      -423
      -232
      -6
      -517
      -825
      -1,149
      71
      1,907
      394
      2,000
      696
      3,003
      7,928
      9,851
      3,903
      1,263
      -1,371
      95,229
      -531
      2,615
      1,721
      -3,186
      -87
      2,339
      1,883
      2,141
      1,608
      4,678
      12,871
      -890
      128
      -10,086
      5,698
      1,380
      28,261
      1,377
      13,393
      2,889
      454
      1,414
      19,469
      35,615
      121,735
      -1,422
      -1,641
      -450
      -6,091
      13,276
      11,628
      -743
      117,189
      13,967
      85
      2,028
       
      2,298
      5,140
      5,340
      86,788
      2,498
      -1,105
      278
      9,081
      1,253
      6,810
      4,487
      2,366
      3,346
      4,789
      -26,664
      2,093
      -1,293
      2,330
      22,725
      2,281
      4,955
      9,970
      16,291
      -162
      9,661
      2,206
      1,364
      54,310
      -201
      -8,984
      -39,067
      2,614
      61,646
      16,439
      682
      1,467
      6,062
      35,862
      -23
      16,171
      9,832
      3,842
      51,167
      19,831
      1,231
      -4
      9,743
      -11
      2,715
      3,556
      2,926
      5,333
      15,648
      138,611
      3,276
      8,823
      -424
      11,134
      2,157
      -497
      9,404
      906
      1,644
      16,869
      13,189
      24,053
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,468,669
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 25,009
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 25,009
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 25,009
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 20,512
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 20,512
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 4,497
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)
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofPARK NATIONAL BANK Telephone no. (740) 349-3764

Located at50 N 3RD STNEWARKOH ZIP+443055
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PARK NATIONAL BANK TRUSTEE
1 		62,455    
PO BOX 3500
NEWARK,OH43058
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
15,925,342
b
Average of monthly cash balances.......................
1b
412,353
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
16,337,695
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
16,337,695
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
245,065
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,092,630
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
804,632
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
804,632
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
25,009
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,009
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
779,623
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
779,623
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
779,623
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
760,387
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
760,387
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 7 779,623
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 50,622
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: $ 760,387
a Applied to 2024, but not more than line 2a 50,622
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..... 709,765
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		69,858
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

HELEN PURCELL HOME

1854 NORWOOD BLVD
ZANESVILLE,OH43701 		NONE   GENERAL 145,678

ZANESVILLE DAY NURSEY

505 LINDEN AVE
ZANESVILLE,OH43701 		NONE   GENERAL 145,678

GENESIS HEALTHCARE FOUNDATION

MAP AVENUE
ZANESVILLE,OH43701 		NONE   GENRAL 145,678

Zanesville Welfare Organization & Goodwi
Jake Chema President/CEO
3610 WEST PIKE
Zanesville,OH43701 		NONE   GENERAL 113,178

SHINNICK EDUCATIONAL FUND

608 MAPLE AVE
ZANESVILLE,OH43701 		NONE   GENERAL 145,678

ZANESVILLE WELFARE ORGANZATION
& GOODWILL INDUSTRIES INC
3610 WEST PIKE
ZANESVILLE,OH43701 		NONE   GENERAL 32,500
Total ................................. 3a 728,390
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 ....     14 368,835  
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 1,468,669  
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) ..   1,837,504  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,837,504
(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:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 200 100   100
TAX PREPARATION FEE (NON-ALLOC 872 436   436

TY 2025 InvestmentsCorpBondsSchedule
Name:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
Name of Bond End of Year Book Value End of Year Fair Market Value
DEER JOHN CAPITAL CORP 4.05% 0    
GOLDMAN SACHS GROUP INC 6.1% 1    
INTERNATIONAL BUSINESS MACHS 3 95,143 98,133
JPMORGAN CHASE & CO 5.1% 06/23 100,000 100,451
MORGAN STANLEY FIN LLC 6.1% 11 100,000 103,133
OKLAHOMA GAS & ELEC CO 3.8% 8/ 98,000 99,645
PRUDENTIAL FINANCIAL INC 4.25% 100,000 100,613
WISCONSIN ELEC PWR CO 5.0% 5/1 100,000 103,137
AFFINITY BK COVINGTON GA 4.9% 100,000 102,497
BANKUNITED NATL ASSN MIAMI 1.3 100,000 97,958
CAPITAL ONE NATL ASSN VA 3.05% 99,900 99,246
STATE BK INDIA NEW YORK NY .9 250,000 248,323
TEXAS EXCHANGE BK CROWLEY .95% 250,000 246,385
UBS BK USA SALT LAKE CITY UT 4 250,000 251,348
WELLS FARGO BANK NATL ASSN 4.8 100,000 101,625
DEUTSCHE BK AG 5.6% 04/11/31 100,000 101,046
VANGUARD HIGH YIELD CORP FUND    
VANGUARD INTERMEDIATE-TERM BON 555,917 555,917
VANGUARD SHORT-TERM INVESTMENT    
VANGUARD TOTAL INTERNATIONAL B    
FIRST TRUST LOW DURATION OPPOR 206,739 208,608
FIRST TRUST PREFERRED SECURITI    
VANGUARD COMMUNICATION SERVICE    
CAPITAL IMPACT PTRS INVT 5.5% 100,000 101,062
FIRST BANK OF THE LAKE 4.15% 0 100,000 100,957
FORBRIGHT BK POTOMAC 4.3% 3/7/ 100,000 101,519
GOLDMAN SACHS BK USA 3.75% 10/ 100,000 99,462
GOLDMAN SACHS BK USA 4.3% 3/6/ 100,000 101,221
INSTITUTION FOR SAVINGS IN NEW 100,000 99,680
BRANDYWINE GLOBAL HIGH YIELD F 138,457 138,942
DODGE & COX INCOME FD 340,865 344,734
PIMCO INTL BD FD 138,160 138,951

TY 2025 InvestmentsCorpStockSchedule
Name:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 33,590 61,517
ABBVIE INC 39,108 59,179
ALPHABET INC CLASS A 65,532 355,881
AMAZON.COM INC 89,987 198,505
ANALOG DEVICES INC 130,957 281,777
APPLE INC 26,434 283,550
ARISTA NETWORKS INC 135,853 304,907
BECTON DICKINSON &CO 73,802 55,698
BERKSHIRE HATHAWAY INC CLASS B 115,197 129,684
BLACKROCK INC 47,006 127,370
CADENCE DESIGN SYSTEMS INC 221,705 280,384
CARDINAL HEALTH INC 28,632 60,006
CENCORA INC 37,427 56,404
CHEVRON CORP 28,548 49,076
CHIPOTLE MEXICAN GRILL INC    
CISCO SYSTEMS INC 196,667 291,559
COCA-COLA COMPANY 122,460 150,656
CONOCOPHILLIPS 18,652 46,337
COSTCO WHOLESALE CORPORATION 86,843 147,460
CVS HEALTH CORP 40,863 57,615
DANAHER CORPORATION 23,604 58,604
DEERE & COMPANY    
DIAMONDBACK ENERGY INC    
DR HORTON INC 79,566 179,029
ECOLAB INC    
EXXON MOBILE CORPORATION 34,235 50,663
HALLIBURTON COMPANY 38,105 47,392
HCA HEALTHCARE INC 24,836 56,023
INTERCONTINENTAL EXCHANGE INC 54,755 127,786
JPMORGAN CHASE & CO 40,092 130,499
LOCKHEED MARTIN CORPORATION    
MCDONALDS CORPORATION 150,533 187,657
MCKESSON CORPORATION 14,276 58,241
MICROSOFT CORPORATION 58,732 293,557
NEXTERA ENERGY INC    
NVIDIA CORPORATION 8,631 309,404
PALO ALTO NETWORKS 235,574 278,695
PROCTER & GAMBLE COMPANY 141,844 148,326
S&P GLOBAL INC 44,806 134,306
SALESFORCE INC 286,837 292,990
SCHWAB CORPORATION 92,993 133,080
STRYKER CORPORATION 28,278 57,641
TAKE-TWO INTERACTIVE SOFTWARE    
TJX COMPANIES INC 58,754 191,244
VISA INC CLASS A 38,169 130,113
WASTE MANAGEMENT INC 97,250 179,942
ZOETIS INC 47,781 61,149
ACCENTURE PLC CLASS A 223,256 286,544
ASTRAZENECA PLLC SPONSORED ADR 44,035 59,019
LINDE PLC 21,139 27,289
MEDTRONIC PLC 51,124 55,523
SCHLUMBERGER LIMITED    
FIRST TRUST SMID CAP RISING DI 565,673 620,171
SLB LIMRITED 19,810 46,708
CAPITAL ONE FINANCIAL CORP1062 106,291 131,359
CATERPILLAR INC 173,682 168,997
GE VERNOVA 118,407 171,889
JOHNSON & JOHNSON 58,450 56,290
MERCK & CO INC 57,824 60,525
META PLATFORMS INC CL A 357,639 359,749
MONOLITHIC POWER SYSTEMS INC 199,875 278,253
NETFLIX INC 345,994 345,974
NIKE INC CL B 195,289 183,485
QUANTA SERVICES INC 174,840 169,668
ROBINHOOD MARKTS INC CL A 123,741 121,696
WEC ENERGY GROUP INC 111,090 111,260

TY 2025 InvestmentsGovtObligationsSch
Name:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
US Government Securities - End of Year Book Value:

99,736
US Government Securities - End of Year Fair Market Value:

100,004
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD DEVELOPED MARKETS IND AT COST 511,056 761,620
VANGUARD EMERGING MARKETS STOC      
VAVGUARD INSTITUTIONAL EXTENDE AT COST 313,087 619,571
AMERICAN TOWER CORP REIT AT COST 30,660 33,358
REALTY INCOME CORP REIT AT COST 32,448 33,484
WISDOMTREE DYNAMIC CURRENCY IN AT COST 812,910 898,100
VANGUARD MATERIALS AT COST 25,202 26,774
VANGUARD INTL CORE STOCK FD AT COST 755,822 863,141

TY 2025 OtherDecreasesSchedule
Name:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
Description Amount
2025 TRANSACTION POSTED IN 2026 4,521
2024 TRANSACTION POSTED IN 2025 148
ROUNDING ADJUSTMENT 32


TY 2025 OtherExpensesSchedule
Name:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 465 0   233


TY 2025 OtherIncreasesSchedule
Name:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
Description Amount
ADJUSTMENT TO INCOME 160


TY 2025 TaxesSchedule
Name:
WILLIAM M SHINNICK TRUST UA
EIN:
31-6024875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,702 1,702   0
FEDERAL TAX PAYMENT - PRIOR YE 9,309 0   0
FEDERAL ESTIMATES - PRINCIPAL 20,512 0   0
FOREIGN TAXES ON QUALIFIED FOR 4,298 4,298   0
FOREIGN TAXES ON NONQUALIFIED 521 521   0