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 PATTISON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 630858
  Room/suite
City or town
CINCINNATI
State or province
OH
Country  
ZIP or foreign postal code
452630858
A Employer identification number

31-6205148
B Telephone number (see instructions)

5135345310
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)$523,674J 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... 11,850 11,637  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,058
b Gross sales price for all assets on line 6a 127,110
7 Capital gain net income (from Part IV, line 2)... 36,058
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
2,511    
12 Total. Add lines 1 through 11........ 50,419 47,695  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,845 6,668   1,177
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
1,500 0 0 1,500
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
4,084 103   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
536 1   535
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,965 6,772 0 3,212
25 Contributions, gifts, grants paid....... 62,000 62,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 75,965 6,772 0 65,212
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,546
b Net investment income (if negative, enter -0-) 40,923
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1 1 1
2 Savings and temporary cash investments......... 6,899 24,741 24,741
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)....... 127,358 Click to see attachment
List of Attached Documents:
// Content
98,010 		263,246
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).......... 214,287 Click to see attachment
List of Attached Documents:
// Content
200,245 		235,686
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) 348,545 322,997 523,674
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........ 348,545 322,997
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)..... 348,545 322,997
30 Total liabilities and net assets/fund balances (see instructions). 348,545 322,997
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
348,545
2
Enter amount from Part I, line 27a .....................
2
-25,546
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
21
4
Add lines 1, 2, and 3 ..........................
4
323,020
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
23
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
322,997
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 3. GE AEROSPACE   2024-04-04 2025-01-13
b 14. GE AEROSPACE   2023-07-19 2025-01-13
c 2. ABBOTT LABS   2024-02-29 2025-01-28
d 1. ABBVIE INC.   2020-10-20 2025-01-28
e 11. ADOBE SYSTEMS INCORPORATED   2024-03-25 2025-01-28
10. ADVANCED MICRO DEVICES INC COM   2024-03-25 2025-01-28
7. ALPHABET INC CAP STK CL A   2020-07-01 2025-01-28
2. AMAZON COM INC COM   2020-07-01 2025-01-28
4. APPLE COMPUTER INC   2024-10-09 2025-01-28
3. APPLE COMPUTER INC   2024-03-25 2025-01-28
77.108 ARTISAN HIGH INCOME INST   2022-04-18 2025-01-28
23.103 BAILLIE GIFFORD EMRG MKTS K   2024-10-16 2025-01-28
106.053 BAIRD AGGREGATE BOND FUND-IS   2024-07-23 2025-01-28
119.48 BAIRD AGGREGATE BOND FUND-IS   2024-01-24 2025-01-28
25. BANK OF AMERICA CORP   2020-12-01 2025-01-28
1. BERKSHIRE HATHAWAY INC DEL CL B   2023-03-30 2025-01-28
133.33 BLACKROCK FDS II STRG OPP INSTL   2024-07-23 2025-01-28
3. BOEING CO   2025-01-13 2025-01-28
2. CATERPILLAR INC COM   2019-07-11 2025-01-28
3. COCA COLA CO   2024-03-25 2025-01-28
3. DANAHER CORPORATION   2022-12-27 2025-01-28
1. DISNEY WALT CO (HOLDING COMPANY)   2020-07-01 2025-01-28
7. EXXON MOBIL CORP   2022-12-27 2025-01-28
1. META PLATFORMS INC CL A   2024-10-09 2025-01-28
37.873 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2024-10-16 2025-01-28
3. GENERAL DYNAMICS CORP COM   2022-12-27 2025-01-28
2. GOLDMAN SACHS GROUP   2024-03-25 2025-01-28
44.805 GUGGENHEIM LIMITED DURATION INSTL   2024-07-23 2025-01-28
42.54 GUGGENHEIM LIMITED DURATION INSTL   2022-05-24 2025-01-28
1. ISHARES TR S&P 500 INDEX FD   2024-11-19 2025-01-28
4. J P MORGAN CHASE & CO   2011-06-08 2025-01-28
1. JOHNSON & JOHNSON   2018-06-28 2025-01-28
2. MASTERCARD INC   2018-06-28 2025-01-28
1. MCDONALDS CORP   2020-07-01 2025-01-28
4. MICROSOFT CORP   2024-10-09 2025-01-28
1. NEXTERA ENERGY INC   2019-07-11 2025-01-28
1. NIKE INC CL B   2020-07-01 2025-01-28
12. NVIDIA CORP   2022-02-08 2025-01-28
2. ORACLE CORP   2024-07-23 2025-01-28
17. PFIZER INC   2022-12-27 2025-01-28
6. PFIZER INC   2018-06-28 2025-01-28
1. PHILIP MORRIS INTL INC   2022-12-27 2025-01-28
5. PROCTER & GAMBLE CO COM   2022-12-27 2025-01-28
71.596 PGIM TOTAL RETURN BOND FUND CL R6   2024-07-23 2025-01-28
113.055 PGIM TOTAL RETURN BOND FUND CL R6   2024-01-24 2025-01-28
1. T-MOBILE US INC   2024-02-29 2025-01-28
1. TESLA, INC   2021-01-06 2025-01-28
1. TEXAS INSTRS INC COM   2022-12-27 2025-01-28
1. UNITEDHEALTH GROUP INC   2024-10-09 2025-01-28
6. VANGUARD EXTENDED MARKET ETF   2024-01-02 2025-01-28
6. VANGUARD EXTENDED MARKET ETF   2022-03-17 2025-01-28
6. WAL MART STORES INC COM   2001-10-23 2025-01-28
3. WELLS FARGO COMPANY   2022-02-08 2025-01-28
76.748 ARTISAN HIGH INCOME INST   2022-04-18 2025-04-25
213.375 BAIRD AGGREGATE BOND FUND-IS   2024-01-24 2025-04-25
143.257 BLACKROCK FDS II STRG OPP INSTL   2024-07-23 2025-04-25
106.823 GUGGENHEIM LIMITED DURATION INSTL   2022-05-24 2025-04-25
163.341 PGIM TOTAL RETURN BOND FUND CL R6   2024-01-24 2025-04-25
8. BANK OF AMERICA CORP   2020-12-01 2025-06-03
83. BANK OF AMERICA CORP   2020-07-01 2025-06-03
3. GOLDMAN SACHS GROUP   2024-03-25 2025-06-03
32. NEXTERA ENERGY INC   2019-07-11 2025-06-03
29. WAL MART STORES INC COM   2001-10-23 2025-06-03
13.912 BAILLIE GIFFORD EMRG MKTS K   2024-10-16 2025-07-17
4. ABBOTT LABS   2024-02-29 2025-07-18
1. ABBVIE INC.   2020-10-20 2025-07-18
6. ALPHABET INC CAP STK CL A   2020-07-01 2025-07-18
1. AMAZON COM INC COM   2020-07-01 2025-07-18
8. AMAZON COM INC COM   2023-08-28 2025-07-18
2. AMERICAN TOWER CORPORATION   2024-03-25 2025-07-18
2. APPLE COMPUTER INC   2024-03-25 2025-07-18
10. APPLE COMPUTER INC   2018-06-28 2025-07-18
3. BROADCOM INC   2025-06-03 2025-07-18
1. BROADCOM INC   2025-01-28 2025-07-18
1. CAPITAL ONE FINANCIAL CORP   2025-06-03 2025-07-18
1. CATERPILLAR INC COM   2020-07-01 2025-07-18
4. CISCO SYS INC   2025-06-03 2025-07-18
11. COCA COLA CO   2024-03-25 2025-07-18
1. DANAHER CORPORATION   2020-07-01 2025-07-18
2. DISNEY WALT CO (HOLDING COMPANY)   2020-07-01 2025-07-18
1. DUKE ENERGY CORP   2025-06-03 2025-07-18
3. EXXON MOBIL CORP   2022-12-27 2025-07-18
1. META PLATFORMS INC CL A   2024-10-09 2025-07-18
1. GENERAL DYNAMICS CORP COM   2022-12-27 2025-07-18
1. GOLDMAN SACHS GROUP   2024-03-25 2025-07-18
1. HOME DEPOT INC   2024-10-09 2025-07-18
2. J P MORGAN CHASE & CO   2025-06-03 2025-07-18
1. JOHNSON & JOHNSON   2018-06-28 2025-07-18
1. MASTERCARD INC   2018-06-28 2025-07-18
1. MICROSOFT CORP   2024-10-09 2025-07-18
8. MICROSOFT CORP   2017-06-16 2025-07-18
8. NVIDIA CORP   2022-02-08 2025-07-18
7. PFIZER INC   2018-06-28 2025-07-18
3. PHILIP MORRIS INTL INC   2022-12-27 2025-07-18
3. PROCTER & GAMBLE CO COM   1979-07-10 2025-07-18
2. T-MOBILE US INC   2024-02-29 2025-07-18
3. TESLA, INC   2021-01-06 2025-07-18
2. TEXAS INSTRS INC COM   2022-12-27 2025-07-18
1. THERMO ELECTRON CORP COM   2024-10-09 2025-07-18
2. UNION PAC CORP COM   2024-03-25 2025-07-18
3. VANGUARD EXTENDED MARKET ETF   2022-03-17 2025-07-18
10. VANGUARD EXTENDED MARKET ETF   2020-11-30 2025-07-18
4. WAL MART STORES INC COM   2001-10-23 2025-07-18
5. WELLS FARGO COMPANY   2025-06-03 2025-07-18
1. ACCENTURE PLC CLASS A [QDI]   2025-01-28 2025-07-18
1. LINDE PLC COM ISIN# IE000S9YS762   2021-04-14 2025-07-18
3. NVIDIA CORP   2022-12-27 2025-07-31
2. TESLA, INC   2021-01-06 2025-07-31
8. UNITEDHEALTH GROUP INC   2018-06-28 2025-07-31
1. LINDE PLC COM ISIN# IE000S9YS762   2021-04-14 2025-07-31
2. ABBOTT LABS   2024-02-29 2025-08-14
1. ABBVIE INC.   2020-10-20 2025-08-14
6. ALPHABET INC CAP STK CL A   2020-07-01 2025-08-14
4. AMAZON COM INC COM   2023-08-28 2025-08-14
6. APPLE COMPUTER INC   2018-06-28 2025-08-14
75.74 ARTISAN HIGH INCOME INST   2022-04-18 2025-08-14
25.044 BAILLIE GIFFORD EMRG MKTS K   2024-10-16 2025-08-14
226.776 BAIRD AGGREGATE BOND FUND-IS   2025-07-17 2025-08-14
1. BERKSHIRE HATHAWAY INC DEL CL B   2020-07-01 2025-08-14
135.277 BLACKROCK FDS II STRG OPP INSTL   2025-07-17 2025-08-14
2. BOEING CO   2025-06-03 2025-08-14
2. BROADCOM INC   2025-01-28 2025-08-14
1. CAPITAL ONE FINANCIAL CORP   2025-06-03 2025-08-14
2. CISCO SYS INC   2025-06-03 2025-08-14
2. COCA COLA CO   2024-03-25 2025-08-14
1. DANAHER CORPORATION   2020-07-01 2025-08-14
1. DISNEY WALT CO (HOLDING COMPANY)   2020-07-01 2025-08-14
1. DUKE ENERGY CORP   2025-07-31 2025-08-14
3. EXXON MOBIL CORP   2022-12-27 2025-08-14
1. META PLATFORMS INC CL A   2015-09-14 2025-08-14
.2 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2025-07-17 2025-08-14
41.676 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2024-10-16 2025-08-14
1. GENERAL DYNAMICS CORP COM   2022-12-27 2025-08-14
96.445 GOLDMAN SACHS GQG PARTNERS INTL OPPTY INST   2025-07-17 2025-08-14
87.971 GUGGENHEIM LIMITED DURATION INSTL   2025-07-17 2025-08-14
1. ISHARES TR S&P 500 INDEX FD   2025-07-18 2025-08-14
2. J P MORGAN CHASE & CO   2025-06-03 2025-08-14
1. JOHNSON & JOHNSON   2025-07-31 2025-08-14
1. LILLY ELI & CO COM   2023-03-30 2025-08-14
1. MASTERCARD INC   2018-06-28 2025-08-14
2. MICROSOFT CORP   2017-06-16 2025-08-14
7. NVIDIA CORP   2022-12-27 2025-08-14
1. NVIDIA CORP   2020-12-01 2025-08-14
1. ORACLE CORP   2024-07-23 2025-08-14
1. PALANTIR TECHNOLOGIES INC CL A   2025-07-31 2025-08-14
4. PFIZER INC   2018-06-28 2025-08-14
1. PHILIP MORRIS INTL INC   2022-12-27 2025-08-14
1. PROCTER & GAMBLE CO COM   1979-07-10 2025-08-14
185.581 PGIM TOTAL RETURN BOND FUND CL R6   2025-07-17 2025-08-14
1. T-MOBILE US INC   2024-02-29 2025-08-14
1. TESLA, INC   2021-01-06 2025-08-14
1. TEXAS INSTRS INC COM   2022-12-27 2025-08-14
1. UNION PAC CORP COM   2024-03-25 2025-08-14
8. VANGUARD EXTENDED MARKET ETF   2020-11-30 2025-08-14
2. WAL MART STORES INC COM   2001-10-23 2025-08-14
4. WELLS FARGO COMPANY   2025-06-03 2025-08-14
1. LINDE PLC COM ISIN# IE000S9YS762   2021-04-14 2025-08-14
2. BERKSHIRE HATHAWAY INC DEL CL B   2020-07-01 2025-09-30
6. ALPHABET INC CAP STK CL A   2020-07-01 2025-12-31
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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    
(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 515   452 63
b 2,401   1,224 1,177
c 255   237 18
d 175   84 91
e 4,875   5,585 -710
1,145   1,790 -645
1,364   499 865
479   277 202
956   918 38
717   515 202
707   736 -29
454   499 -45
1,028   1,036 -8
1,158   1,160 -2
1,170   722 448
470   303 167
1,268   1,259 9
536   511 25
779   266 513
188   181 7
746   692 54
113   114 -1
756   767 -11
680   592 88
447   484 -37
786   748 38
1,274   811 463
1,095   1,087 8
1,040   1,024 16
607   593 14
1,064   162 902
151   122 29
1,100   392 708
291   186 105
1,787   1,670 117
70   52 18
74   98 -24
1,523   299 1,224
331   286 45
454   875 -421
160   207 -47
129   103 26
832   770 62
851   855 -4
1,343   1,343  
222   163 59
396   257 139
181   164 17
542   589 -47
1,192   976 216
1,192   967 225
582   105 477
233   175 58
694   733 -39
2,087   2,072 15
1,364   1,352 12
2,619   2,572 47
1,952   1,937 15
357   231 126
3,704   1,994 1,710
1,811   1,216 595
2,268   1,677 591
2,897   509 2,388
318   301 17
495   475 20
189   84 105
1,110   427 683
226   139 87
1,809   1,061 748
449   391 58
422   344 78
2,111   463 1,648
850   768 82
283   206 77
218   195 23
414   128 286
272   257 15
768   665 103
190   156 34
243   229 14
118   117 1
323   329 -6
704   592 112
299   249 50
708   405 303
359   415 -56
582   533 49
164   122 42
553   196 357
510   418 92
4,080   555 3,525
1,379   199 1,180
171   242 -71
536   308 228
465   7 458
454   327 127
989   772 217
433   328 105
415   598 -183
450   487 -37
595   484 111
1,985   1,545 440
380   70 310
403   379 24
282   378 -96
465   285 180
532   43 489
614   515 99
2,016   1,958 58
462   285 177
259   237 22
205   84 121
1,219   427 792
926   531 395
1,398   278 1,120
700   723 -23
585   541 44
2,238   2,213 25
479   180 299
1,316   1,305 11
467   427 40
623   412 211
220   195 25
139   129 10
139   121 18
210   156 54
116   114 2
124   121 3
322   329 -7
783   92 691
3   3  
577   533 44
316   249 67
2,190   2,168 22
2,168   2,160 8
648   631 17
587   533 54
175   165 10
683   338 345
582   196 386
1,044   139 905
1,274   101 1,173
182   13 169
245   143 102
182   158 24
100   138 -38
165   103 62
154   2 152
2,236   2,209 27
251   163 88
334   257 77
193   164 29
221   244 -23
1,607   1,236 371
202   35 167
317   303 14
478   285 193
1,005   359 646
1,880   427 1,453
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
      913
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       63
b       1,177
c       18
d       91
e       -710
      -645
      865
      202
      38
      202
      -29
      -45
      -8
      -2
      448
      167
      9
      25
      513
      7
      54
      -1
      -11
      88
      -37
      38
      463
      8
      16
      14
      902
      29
      708
      105
      117
      18
      -24
      1,224
      45
      -421
      -47
      26
      62
      -4
       
      59
      139
      17
      -47
      216
      225
      477
      58
      -39
      15
      12
      47
      15
      126
      1,710
      595
      591
      2,388
      17
      20
      105
      683
      87
      748
      58
      78
      1,648
      82
      77
      23
      286
      15
      103
      34
      14
      1
      -6
      112
      50
      303
      -56
      49
      42
      357
      92
      3,525
      1,180
      -71
      228
      458
      127
      217
      105
      -183
      -37
      111
      440
      310
      24
      -96
      180
      489
      99
      58
      177
      22
      121
      792
      395
      1,120
      -23
      44
      25
      299
      11
      40
      211
      25
      10
      18
      54
      2
      3
      -7
      691
       
      44
      67
      22
      8
      17
      54
      10
      345
      386
      905
      1,173
      169
      102
      24
      -38
      62
      152
      27
      88
      77
      29
      -23
      371
      167
      14
      193
      646
      1,453
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 36,058
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) 1 569
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........................... 3 569
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- ..... 5 569
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 423
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.............. 7 423
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 152
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofFIFTH THIRD BANK NA TRUSTEE Telephone no. (513) 534-2796

Located at38 FOUNTAIN SQUARE PLAZA MD1090VDCINCINNATIOH ZIP+445202
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
FIFTH THIRD BANK N A CO-TRUSTEE
1 		7,845    
38 FOUNTAIN SQ PLAZA MD1090VD
CINCINNATI,OH45202
LEWIS GATCH CO-TRUSTEE
1 		0    
8050 HOSBROOK RD SUITE 102
CINCINNATI,OH45236
SUZANNE ZESCH CO-TRUSTEE
1 		0    
8750 INDIAN HILL ROAD
CINCINNATI,OH45243
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
487,432
b
Average of monthly cash balances.......................
1b
19,014
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
506,446
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
506,446
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,597
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
498,849
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
24,942
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
24,942
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
569
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
569
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
24,373
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
24,373
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
24,373
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
65,212
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
65,212
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 24,373
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 15,285
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: $ 65,212
a Applied to 2024, but not more than line 2a 15,285
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..... 24,373
e Remaining amount distributed out of corpus 25,554
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 25,554
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 ...... 		25,554
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 .... 25,554
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

CLERMONT CTY PARK COMM

2228 HIGHWAY 50
BATAVIA,OH45103 		NONE   PROJECT/PROGRAM SUPPORT 62,000
Total ................................. 3a 62,000
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 11,850  
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 36,058  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    14 2,511  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   50,419  
13Total. Add line 12, columns (b), (d), and (e)..................
13
50,419
(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 PATTISON FOUNDATION
EIN:
31-6205148
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
THE PATTISON FOUNDATION
EIN:
31-6205148
Statement:
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.

TY 2025 InvestmentsCorpStockSchedule
Name:
THE PATTISON FOUNDATION
EIN:
31-6205148
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 926 2,513
02079K305 ALPHABET INC CAP STK 4,774 20,971
023135106 AMAZON.COM INC 6,305 15,927
037833100 APPLE INC 4,350 25,555
060505104 BANK AMER CORP    
084670702 BERKSHIRE HATHAWAY I 2,157 6,032
149123101 CATERPILLAR INC 897 4,010
17275R102 CISCO SYSTEMS INC 2,812 3,543
191216100 COCA COLA CO 2,688 4,055
20030N101 COMCAST CORP CL A    
235851102 DANAHER CORP 1,092 1,602
254687106 DISNEY WALT CO 1,944 1,934
437076102 HOME DEPOT INC 278 2,753
438516106 HONEYWELL INTL INC    
46625H100 JPMORGAN CHASE & CO 2,183 8,378
478160104 JOHNSON & JOHNSON 3,228 4,967
57636Q104 MASTERCARD INC 2,158 6,280
580135101 MCDONALDS CORP 1,603 2,445
594918104 MICROSOFT CORP 3,609 25,148
617446448 MORGAN STANLEY    
65339F101 NEXTERA ENERGY INC    
654106103 NIKE INC 1,079 701
67066G104 NVIDIA CORP 3,056 30,773
717081103 PFIZER INC 2,117 1,569
718172109 PHILIP MORRIS INTL I 1,346 3,048
742718109 PROCTER & GAMBLE CO 48 2,866
882508104 TEXAS INSTRS INC 2,039 2,602
907818108 UNION PAC CORP 1,769 2,313
91324P102 UNITEDHEALTH GROUP I 1,036 990
931142103 WALMART INC 684 4,345
88160R101 TESLA, INC 3,349 6,746
949746101 WELLS FARGO & COMPAN 2,671 4,660
G5494J103 LINDE PLC COM    
002824100 ABBOTT LABS 2,505 2,882
03027X100 AMERICAN TOWER CORP 586 527
056823396 BAILLIE GIFFORD EMRG    
11135F101 BROADCOM INC 3,271 11,421
30231G102 EXXON MOBIL CORP 5,179 5,776
30303M102 META PLATFORMS INC C 1,291 9,241
317609295 SEAFARER OVERSEAS GR    
369550108 GENERAL DYNAMICS COR 1,745 2,357
369604301 GE AEROSPACE    
38147N293 GOLDMAN SACHS GQG PA    
38656X831 GRANDEUR PEAK INTL S    
464287200 ISHARES CORE S&P 500    
532457108 LILLY (ELI) & CO 2,368 7,523
68389X105 ORACLE CORPORATION 2,158 3,119
922908652 VANGUARD EXTENDED MA    
00724F101 ADOBE SYS INC    
007903107 ADVANCED MICRO DEVIC    
38141G104 GOLDMAN SACHS GROUP 2,433 5,274
64110L106 NETFLIX INC 2,228 2,813
872590104 T-MOBILE US INC 1,633 2,030
883556102 THERMO FISHER SCIENT 2,393 2,318
G54950103 LINDE PLC COM ISIN# 856 1,279
097023105 BOEING CO 2,598 3,257
14040H105 CAPITAL ONE FINL COR 1,759 2,181
26441C204 DUKE ENERGY CORP 1,776 1,758
69608A108 PALANTIR TECHNOLOGIE 1,144 1,422
G1151C101 ACCENTURE PLC CLASS 1,889 1,342

TY 2025 InvestmentsOtherSchedule2
Name:
THE PATTISON FOUNDATION
EIN:
31-6205148
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
922908652 VANGUARD EXTENDED MA AT COST 23,088 39,733
03027X100 AMERICAN TOWER CORP      
09260B382 BLACKROCK FDS II STR AT COST 18,609 19,388
464287200 ISHARES CORE S&P 500 AT COST 12,931 17,808
04314H717 ARTISAN HIGH INCOME      
40168W483 GUGGENHEIM LIMITED D AT COST 30,916 31,945
464288612 ISHARES BARCLAYS INT      
38147N293 GOLDMAN SACHS GQG PA AT COST 25,791 31,726
464287226 ISHARES CORE U.S. AG      
04314H568 ARTISAN HIGH INCOME AT COST 10,437 10,251
056823396 BAILLIE GIFFORD EMRG AT COST 6,667 9,642
057071854 BAIRD AGGREGATE BOND AT COST 32,202 32,979
317609295 SEAFARER OVERSEAS GR AT COST 7,311 9,100
74440B884 PGIM TOTAL RETURN BO AT COST 32,293 33,114

TY 2025 OtherDecreasesSchedule
Name:
THE PATTISON FOUNDATION
EIN:
31-6205148
Description Amount
WASH SALE BASIS ADJUSTMENT 23


TY 2025 OtherExpensesSchedule
Name:
THE PATTISON FOUNDATION
EIN:
31-6205148
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAXES PAID 535 0   535
INVESTMENT EXPENSES ON DIVIDEN 1 1   0


TY 2025 OtherIncomeSchedule2
Name:
THE PATTISON FOUNDATION
EIN:
31-6205148
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 2,511 0  


TY 2025 OtherIncreasesSchedule
Name:
THE PATTISON FOUNDATION
EIN:
31-6205148
Description Amount
MUTUAL FUND TIMING ADJUSTMENT 17
ROUNDING 4


TY 2025 TaxesSchedule
Name:
THE PATTISON FOUNDATION
EIN:
31-6205148
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRIOR YEAR EXCISE TAX PAID 3,558 0   0
EXCISE TAX ESTIMATE 423 0   0
FOREIGN TAXES ON QUALIFIED FOR 82 82   0
FOREIGN TAXES ON NONQUALIFIED 21 21   0