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

34-7012061
B Telephone number (see instructions)

3307427021
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$21,658,492
J 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) 878,272
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 514,222 514,222  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 395,735
b Gross sales price for all assets on line 6a 4,680,560
7 Capital gain net income (from Part IV, line 2)... 395,735
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........ 1,788,229 909,957  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 152,186 76,093   76,093
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)....... 1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 17,208 3,700   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)....... 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,844 79,793 0 77,543
25 Contributions, gifts, grants paid....... 968,000 968,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,138,844 79,793 0 1,045,543
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 649,385
b Net investment income (if negative, enter -0-) 830,164
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......... 183,228 1,235,713 1,235,713
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)....... 9,716,708 Click to see attachment
List of Attached Documents:
// Content
9,281,241
12,118,427
c Investments—corporate bonds (attach schedule)....... 7,947,526 Click to see attachment
List of Attached Documents:
// Content
7,980,274
8,304,352
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,847,462 18,497,228 21,658,492
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........ 17,847,462 18,497,228
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)..... 17,847,462 18,497,228
30 Total liabilities and net assets/fund balances (see instructions). 17,847,462 18,497,228
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
17,847,462
2
Enter amount from Part I, line 27a .....................
2
649,385
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
5,667
4
Add lines 1, 2, and 3 ..........................
4
18,502,514
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,286
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
18,497,228
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 427. ADVANCED MICRO DEVICES INC W/1   2024-02-20 2025-02-14
b 96. ADVANCED MICRO DEVICES INC W/1   2024-08-30 2025-02-14
c 423. ADVANCED MICRO DEVICES INC W/1   2023-09-19 2025-02-14
d 494. ALPHABET INC   2023-09-19 2025-02-14
e 1. AMERICAN ELECTRIC POWER CO INC   2023-09-19 2025-02-14
2. BOSTON SCIENTIFIC CORP   2023-09-19 2025-02-14
1. ELECTRONIC ARTS INC   2024-08-09 2025-02-14
1. EXXON MOBIL CORP COM   2023-09-19 2025-02-14
278. INTEL CORP.   2024-11-22 2025-02-14
6. ISHARES S & P MIDCAP 400   2023-09-19 2025-02-14
1. ISHARES S & P SMALLCAP 600   2023-09-19 2025-02-14
1. J P MORGAN CHASE & CO   2024-01-19 2025-02-14
62. LOCKHEED MARTIN (COMMON STOCK)   2024-02-20 2025-02-14
16. LOCKHEED MARTIN (COMMON STOCK)   2024-08-30 2025-02-14
75. LOCKHEED MARTIN (COMMON STOCK)   2023-09-19 2025-02-14
1. M & T BANK CORP   2023-09-19 2025-02-14
224. MICROSOFT CORP   2023-09-19 2025-02-14
1. NETFLIX INC   2023-09-19 2025-02-14
692. NVIDIA CORP   2023-11-20 2025-02-14
1. RTX CORP   2024-04-25 2025-02-14
3. SPDR INDEX SHS FDS   2023-09-19 2025-02-14
1. US BANCORP DEL NEW   2023-12-21 2025-02-14
10. VANGUARD TAX-MANAGED INTL FD   2023-10-19 2025-02-14
7. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2025-02-14
2371. VERIZON COMMUNICATIONS   2024-08-09 2025-02-14
268. VERIZON COMMUNICATIONS   2024-08-30 2025-02-14
1. WAL-MART STORES, INC.   2023-09-19 2025-02-14
217. ZOETIS INC   2024-02-20 2025-02-14
54. ZOETIS INC   2024-08-30 2025-02-14
264. ZOETIS INC   2023-11-17 2025-02-14
1. CHUBB LTD   2023-09-19 2025-02-14
250000. US TREASURY N/B 4.125% 06/15/2026   2023-09-25 2025-03-06
200000. US TREASURY N/B 4.125% 06/15/2026   2023-09-25 2025-04-09
217. AMAZON.COM INC   2023-09-19 2025-04-21
23. ARISTA NETWORKS INC   2025-02-14 2025-04-21
3. ING HLDGS INC   2025-02-14 2025-04-21
1103. ISHARES S & P MIDCAP 400   2023-09-19 2025-04-21
620. ISHARES S & P SMALLCAP 600   2023-09-19 2025-04-21
197. M & T BANK CORP   2024-04-25 2025-04-21
278. M & T BANK CORP   2023-09-19 2025-04-21
585. VANGUARD TAX-MANAGED INTL FD   2023-10-19 2025-04-21
140. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2025-04-21
125. ACCENTURE PLC   2024-05-24 2025-04-21
286. ACCENTURE PLC   2023-09-19 2025-04-21
125000. CATERPILLAR FINL SVCS CORP MEDIUM TERM N   2023-09-22 2025-05-14
125000. LAM RESH CORP   2023-09-22 2025-07-09
1. AMAZON.COM INC   2023-12-19 2025-07-18
1. AMERICAN ELECTRIC POWER CO INC   2023-09-19 2025-07-18
1. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2025-07-18
1. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-07-18
1. BOSTON SCIENTIFIC CORP   2023-09-19 2025-07-18
30. CROWDSTRIKE HLDGS INC   2024-07-30 2025-07-18
9. CROWDSTRIKE HLDGS INC   2025-04-21 2025-07-18
152. CROWDSTRIKE HLDGS INC   2024-06-18 2025-07-18
114. EOG RESOURCES INC   2024-07-30 2025-07-18
14. EOG RESOURCES INC   2025-04-21 2025-07-18
512. EOG RESOURCES INC   2023-09-19 2025-07-18
1. EQT CORP   2025-02-14 2025-07-18
1. FISERV INC   2023-09-19 2025-07-18
1. INTEL CORP.   2024-11-22 2025-07-18
4. ISHARES S & P MIDCAP 400   2023-10-19 2025-07-18
1. ISHARES S & P SMALLCAP 600   2023-11-20 2025-07-18
1. J P MORGAN CHASE & CO   2024-01-19 2025-07-18
1. M & T BANK CORP   2024-04-25 2025-07-18
1. NVIDIA CORP   2023-12-19 2025-07-18
1. ORACLE CORP   2024-06-18 2025-07-18
381. PROCTER & GAMBLE CO   2024-07-30 2025-07-18
18. PROCTER & GAMBLE CO   2025-04-21 2025-07-18
506. PROCTER & GAMBLE CO   2023-09-19 2025-07-18
1. RTX CORP   2024-04-25 2025-07-18
1. ROCKWELL INTL CORP NEW   2023-09-19 2025-07-18
3. SPDR INDEX SHS FDS   2023-09-19 2025-07-18
1. STRYKER CORP   2024-03-01 2025-07-18
1. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-07-18
114. T-MOBILE US INC   2024-07-30 2025-07-18
12. T-MOBILE US INC   2025-04-21 2025-07-18
441. T-MOBILE US INC   2023-09-19 2025-07-18
22. THERMO ELECTRON CORP W/1 RT/SH   2024-07-30 2025-07-18
3. THERMO ELECTRON CORP W/1 RT/SH   2025-04-21 2025-07-18
110. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2025-07-18
1. US BANCORP DEL NEW   2023-12-21 2025-07-18
170. VALERO ENERGY   2024-07-30 2025-07-18
21. VALERO ENERGY   2025-04-21 2025-07-18
764. VALERO ENERGY   2023-09-19 2025-07-18
7. VANGUARD TAX-MANAGED INTL FD   2023-10-19 2025-07-18
6. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2025-07-18
1. WAL-MART STORES, INC.   2023-09-19 2025-07-18
32. ABBVIE INC   2025-02-14 2025-07-29
69. ADVANCED MICRO DEVICES INC W/1   2025-07-18 2025-07-29
70. ALPHABET INC   2023-12-19 2025-07-29
101. AMAZON.COM INC   2023-12-19 2025-07-29
109. AMERICAN ELECTRIC POWER CO INC   2023-09-19 2025-07-29
29. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2025-07-29
38. ANALOG DEVICES   2023-09-19 2025-07-29
78. APPLE COMPUTER   2023-09-19 2025-07-29
53. ARISTA NETWORKS INC   2025-02-14 2025-07-29
42. ATMOS ENERGY CORP   2023-09-19 2025-07-29
22. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-07-29
1. ING HLDGS INC   2025-02-14 2025-07-29
159. BOSTON SCIENTIFIC CORP   2023-09-19 2025-07-29
85. BROADCOM INC   2023-12-21 2025-07-29
13. COSTCO WHOLESALE CORP   2023-09-19 2025-07-29
10. CROWDSTRIKE HLDGS INC   2025-04-21 2025-07-29
30. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-07-29
135. EQT CORP   2025-02-14 2025-07-29
77. ELECTRONIC ARTS INC   2024-08-09 2025-07-29
70. EMERSON ELECTRIC CO   2023-09-19 2025-07-29
80. EXXON MOBIL CORP COM   2023-09-19 2025-07-29
34. FACEBOOK INC CL-A   2023-09-19 2025-07-29
46. FISERV INC   2023-09-19 2025-07-29
63. GENERAL ELEC CO   2023-09-19 2025-07-29
20. GOLDMAN SACHS GROUP INC   2025-02-14 2025-07-29
252. INTEL CORP.   2024-11-22 2025-07-29
24. INTUITIVE SURGICAL INC   2023-09-19 2025-07-29
616. ISHARES S & P MIDCAP 400   2023-10-19 2025-07-29
141. ISHARES S & P SMALLCAP 600   2023-11-20 2025-07-29
46. J P MORGAN CHASE & CO   2024-01-19 2025-07-29
12. ELI LILLY & CO   2024-01-19 2025-07-29
44. M & T BANK CORP   2024-04-25 2025-07-29
64. MICROSOFT CORP   2023-11-20 2025-07-29
14. NETFLIX INC   2023-09-19 2025-07-29
168. NVIDIA CORP   2023-12-19 2025-07-29
125. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-07-29
54. ORACLE CORP   2024-06-18 2025-07-29
55. PALANTIR TECHNOLOGIES INC   2025-07-18 2025-07-29
63. PALO ALTO NETWORKS INC   2023-12-21 2025-07-29
31. QUALCOMM INC   2024-08-09 2025-07-29
86. RTX CORP   2024-04-25 2025-07-29
22. ROCKWELL INTL CORP NEW   2023-09-19 2025-07-29
479. SPDR INDEX SHS FDS   2023-09-19 2025-07-29
28. SALESFORCE INC   2024-11-22 2025-07-29
11. SERVICENOW INC   2023-09-19 2025-07-29
17. SHERWIN WILLIAMS CO   2024-06-18 2025-07-29
40. SNOWFLAKE INC   2025-02-14 2025-07-29
29. STRYKER CORP   2024-03-01 2025-07-29
71. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-07-29
38. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-07-18 2025-07-29
149. US BANCORP DEL NEW   2023-12-21 2025-07-29
19. ULTA BEAUTY INC   2025-07-18 2025-07-29
1201. VANGUARD TAX-MANAGED INTL FD   2023-10-19 2025-07-29
935. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2025-07-29
25. VISA INC   2023-12-19 2025-07-29
99. WAL-MART STORES, INC.   2023-09-19 2025-07-29
15. LINDE PLC   2023-11-17 2025-07-29
40. CHUBB LTD   2023-09-19 2025-07-29
1. APPLE COMPUTER   2023-09-19 2025-09-11
1905. EQT CORP   2025-02-14 2025-09-11
24. EQT CORP   2025-04-21 2025-09-11
27. ELECTRONIC ARTS INC   2025-04-21 2025-09-11
1068. ELECTRONIC ARTS INC   2024-08-09 2025-09-11
386. SALESFORCE INC   2024-11-22 2025-09-11
6. SALESFORCE INC   2025-04-21 2025-09-11
2. SHERWIN WILLIAMS CO   2025-04-21 2025-09-11
239. SHERWIN WILLIAMS CO   2024-06-18 2025-09-11
1. TJX COMPANIES INC W/1 RT/SH   2023-10-19 2025-09-11
6559. VANGUARD INTL EQUITY INDEX FDS   2023-11-20 2025-09-11
300000. US TREASURY N/B 4.125% 06/15/2026   2023-09-25 2025-09-25
125000. TORONTO DOMINION BK SR MEDIUM TERM BK NT   2023-09-21 2025-10-30
125000. INTUIT INC   2023-09-21 2025-12-15
125000. KEYSIGHT TECHNOLOGIES INC   2023-09-22 2025-12-15
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    
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    
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    
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 48,386   67,431 -19,045
b 10,878   13,968 -3,090
c 47,933   54,243 -6,310
d 91,563   67,851 23,712
e 102   81 21
212   106 106
131   152 -21
110   136 -26
6,501   6,796 -295
385   307 78
118   97 21
279   170 109
26,474   29,224 -2,750
6,832   9,007 -2,175
32,025   33,414 -1,389
199   126 73
91,072   77,328 13,744
1,045   398 647
95,295   34,638 60,657
124   101 23
133   121 12
48   50 -2
517   427 90
320   280 40
97,423   96,210 1,213
11,012   11,099 -87
104   54 50
34,307   38,143 -3,836
8,537   9,800 -1,263
41,738   48,410 -6,672
267   213 54
250,283   245,166 5,117
200,508   196,133 4,375
35,983   30,061 5,922
1,537   2,478 -941
13,113   15,209 -2,096
58,593   56,170 2,423
58,016   58,475 -459
30,704   28,861 1,843
43,328   37,002 6,326
29,367   24,964 4,403
6,028   5,608 420
34,697   40,447 -5,750
79,387   95,767 -16,380
125,240   123,729 1,511
124,348   120,440 3,908
225   154 71
106   81 25
223   200 23
474   358 116
104   53 51
14,074   7,516 6,558
4,222   3,212 1,010
71,306   59,296 12,010
13,472   14,477 -1,005
1,654   1,511 143
60,506   64,129 -3,623
58   53 5
167   121 46
23   24 -1
254   194 60
113   97 16
289   170 119
196   147 49
173   49 124
248   144 104
59,145   64,316 -5,171
2,794   2,980 -186
78,550   79,286 -736
152   101 51
356   311 45
132   121 11
389   351 38
122   89 33
25,950   21,152 4,798
2,732   3,044 -312
100,386   68,355 32,031
9,275   13,382 -4,107
1,265   1,263 2
46,375   63,393 -17,018
45   43 2
25,048   26,530 -1,482
3,094   2,270 824
112,571   108,683 3,888
398   299 99
304   240 64
95   54 41
6,127   6,239 -112
12,362   10,984 1,378
13,658   9,612 4,046
23,392   15,580 7,812
11,872   8,735 3,137
6,272   5,793 479
8,774   6,795 1,979
16,526   14,168 2,358
6,303   5,709 594
6,547   4,766 1,781
10,558   7,883 2,675
5,641   5,070 571
17,016   8,419 8,597
25,367   9,559 15,808
12,200   7,344 4,856
4,652   3,568 1,084
5,326   5,691 -365
7,194   7,213 -19
11,467   11,455 12
10,323   6,889 3,434
8,953   9,596 -643
24,184   10,444 13,740
6,544   5,511 1,033
17,037   5,790 11,247
14,673   13,227 1,446
5,136   6,160 -1,024
11,987   6,989 4,998
39,523   29,833 9,690
15,865   13,616 2,249
13,712   8,114 5,598
9,220   7,524 1,696
8,577   6,446 2,131
32,830   24,176 8,654
16,408   5,570 10,838
29,635   8,312 21,323
12,305   8,987 3,318
13,459   7,751 5,708
8,633   8,446 187
12,451   9,472 2,979
5,043   5,067 -24
13,543   8,701 4,842
7,799   6,363 1,436
21,258   18,421 2,837
7,527   9,469 -1,942
10,866   6,281 4,585
5,711   5,100 611
8,761   7,442 1,319
11,622   10,183 1,439
8,993   6,342 2,651
9,185   9,131 54
6,872   6,433 439
9,763   9,367 396
68,589   51,251 17,338
47,171   36,467 10,704
8,865   6,485 2,380
9,753   5,386 4,367
7,062   6,135 927
10,716   8,520 2,196
227   182 45
96,928   101,779 -4,851
1,221   1,147 74
4,576   3,841 735
181,009   156,965 24,044
94,939   130,532 -35,593
1,476   1,407 69
722   645 77
86,237   74,789 11,448
140   90 50
350,104   280,369 69,735
300,691   294,199 6,492
126,190   124,360 1,830
126,000   124,760 1,240
125,553   120,640 4,913
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
      472
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       -19,045
b       -3,090
c       -6,310
d       23,712
e       21
      106
      -21
      -26
      -295
      78
      21
      109
      -2,750
      -2,175
      -1,389
      73
      13,744
      647
      60,657
      23
      12
      -2
      90
      40
      1,213
      -87
      50
      -3,836
      -1,263
      -6,672
      54
      5,117
      4,375
      5,922
      -941
      -2,096
      2,423
      -459
      1,843
      6,326
      4,403
      420
      -5,750
      -16,380
      1,511
      3,908
      71
      25
      23
      116
      51
      6,558
      1,010
      12,010
      -1,005
      143
      -3,623
      5
      46
      -1
      60
      16
      119
      49
      124
      104
      -5,171
      -186
      -736
      51
      45
      11
      38
      33
      4,798
      -312
      32,031
      -4,107
      2
      -17,018
      2
      -1,482
      824
      3,888
      99
      64
      41
      -112
      1,378
      4,046
      7,812
      3,137
      479
      1,979
      2,358
      594
      1,781
      2,675
      571
      8,597
      15,808
      4,856
      1,084
      -365
      -19
      12
      3,434
      -643
      13,740
      1,033
      11,247
      1,446
      -1,024
      4,998
      9,690
      2,249
      5,598
      1,696
      2,131
      8,654
      10,838
      21,323
      3,318
      5,708
      187
      2,979
      -24
      4,842
      1,436
      2,837
      -1,942
      4,585
      611
      1,319
      1,439
      2,651
      54
      439
      396
      17,338
      10,704
      2,380
      4,367
      927
      2,196
      45
      -4,851
      74
      735
      24,044
      -35,593
      69
      77
      11,448
      50
      69,735
      6,492
      1,830
      1,240
      4,913
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 395,735
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 11,539
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 11,539
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 11,539
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,174
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 8,174
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 3,365
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 742-7021

Located atPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+443216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DALE SHEELY SR CHAIRMAN
1
0    
12955 CROUSE
NORTH LIMA,OH44552
ALYCE SHEELY DIRECTOR
1
0    
12955 CROUSE
NORTH LIMA,OH44452
HUNTINGTON NATIONAL BANK TRUSTEE
1
152,186    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
19,825,106
b
Average of monthly cash balances.......................
1b
445,651
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
20,270,757
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
20,270,757
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
304,061
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,966,696
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
998,335
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
998,335
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,539
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,539
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
986,796
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
986,796
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
986,796
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
1,045,543
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
1,045,543
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 7 986,796
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 39,917
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: $ 1,045,543
a Applied to 2024, but not more than line 2a 39,917
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..... 986,796
e Remaining amount distributed out of corpus 18,830
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 18,830
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 ......
18,830
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 .... 18,830
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or 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

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314
NONE   GENERAL OPERATING 100,000

INFANT JESUS OF PRAGUE BYZANTINE

7754 SOUTH AVE
BOARDMAN,OH44512
NONE   GENERAL OPERATING 1,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314
NONE   GENERAL OPERATING 100,000

BOARDMAN BAPTIST TEMPLE

1207 SHIELDS RD
YOUNGSTOWN,OH44511
NONE   GENERAL OPERATING 1,000

PHILLIPS CHRISTIAN CHURCH

35459 SALEM GRANGE RD
SALEM,OH444609424
NONE   GENERAL OPERATING 1,000

TRINITY FRIENDS CHURCH

33937 STATE ROUTE 30
LISBON,OH444329799
NONE   GENERAL OPERATING 1,000

CENTRAL UNITED METHODIST - BEAVER FALLS

1227 6TH AVE
BEAVER FALLS,PA15010
NONE   GENERAL OPERATING 1,000

CHIPPEWA ALLIANCE CHURCH

3629 37TH ST EXT
BEAVER FALLS,PA15010
NONE   GENERAL OPERATING 1,000

FIRST REFORMED PRESBYTERIAN CHURCH

12900 FRANKSTOWN RD
PITTSBURGH,PA15235
NONE   GENERAL OPERATING 1,000

ST MARYS CHURCH

124 N BEAVER ST
NEW CASTLE,PA16101
NONE   GENERAL OPERATING 1,000

CHIPPEWA UNITED METHODIST CHURCH

2545 DARLINGTON RD
BEAVER FALLS,PA15010
NONE   GENERAL OPERATING 1,000

BETHEL LUTHERAN CHURCH

4501 HOOVER RD
GROVE CITY,OH43123
NONE   GENERAL OPERATING 1,000

GREATER LIBERTY BAPTIST CHURCH

6209 DESMOND ST
CINCINNATI,OH452271925
NONE   GENERAL OPERATING 1,000

HOLY TRINITY LUTHERAN CHURCH

50 N PROSPEECT ST
AKRON,OH44304
NONE   GENERAL OPERATING 1,000

CHILDREN'S HOSPITAL MEDICAL CTR

ONE PERKINS SQUARE
AKRON,OH44308
NONE   GENERAL OPERATING 100,000

PARADISE UNITED CHURCH OF CHRIST

619 E MAIN ST
LOUISVILLE,OH446411701
NONE   GENERAL OPERATING 1,000

HOLY APOSTLES PARISH

854 WILSON AVE
YOUNGSTOWN,OH44506
NONE   GENERAL OPERATING 1,000

URSULINE SISTERS OF YOUNGSTOWN

4250 SHIELDS RD
CANFIELD,OH444069329
NONE   GENERAL OPERATING 20,000

POLAND PRESBYTERIAN CHURCH

2 POLAND MNR
POLAND,OH445142057
NONE   GENERAL OPERATING 1,000

FIRST UNITED METHODIST CHURCH

201 W HIGH AVE
NEW PHILADELPHIA,OH44663
NONE   GENERAL OPERATING 3,000

EAST FAIRFIELD UNITED METHODIST CHURCH

45675 STATE ROUTE 558
NEW WATERFORD,OH444459754
NONE   GENERAL OPERATING 1,000

CANFIELD CHRISTIAN CHURCH

123 S BROAD ST
CANFIELD,OH44406
NONE   GENERAL OPERATING 1,000

HIGHWAY TABERNACLE INC

3000 S RACCOON RD
YOUNGSTOWN,OH445155375
NONE   GENERAL OPERATING 1,000

WESTERN RESERVE METHODIST CHURCH

4580 CANFIELD RD
CANFIELD,OH44406
NONE   GENERAL OPERATING 1,000

GREENFORD CHRISTIAN CHURCH

PO BOX 53
GREENFORD,OH444220053
NONE   GENERAL OPERATING 1,000

CROSSOADS CHURCH

554 S MERIDIAN RD
YOUNGSTOWN,OH44509
NONE   GENERAL OPERATING 1,000

ROGERS ASSEMBLY OF GOD

PO BOX 338
ROGERS,OH444550338
NONE   GENERAL OPERATING 1,000

AUSTINTOWN BAPTIST CHURCH

1180 S RACCOON RD
YOUNGSTOWN,OH445153528
NONE   GENERAL OPERATING 1,000

OLD HOLY TRINITY SERBIAN ORTHODOX

420 N RACCOON RD
YOUNGSTOWN,OH445151520
NONE   GENERAL OPERATING 1,000

OUR LADY OF THE LAKES

50 ROSEMONT RD
NORTH JACKSON,OH44451
NONE   GENERAL OPERATING 1,000

THE UPPER ROOM FELLOWSHIP

500 SPONSELLER RD
COLUMBIANA,OH44408
NONE   GENERAL OPERATING 1,000

NEW SPRINGFIELD CHURCH OF GOD

3649 E GARFIELD RD
NEW SPRINGFLD,OH444439743
NONE   GENERAL OPERATING 1,000

CORNERSBURG BAPTIST CHURCH

3898 TIPPECANOE RD
YOUNGSTOWN,OH445113310
NONE   GENERAL OPERATING 1,000

BRIDGE OF HOPE ASSEMBLY OF GOD

7580 GLENWOOD AVE
YOUNGSTOWN,OH445125421
NONE   GENERAL OPERATING 1,000

SECOND HARVEST FOOD BANK

2805 SALT SPRINGS RD
YOUNGSTOWN,OH44509
NONE   GENERAL OPERATING 100,000

NEW LIFE ASSEMBLY OF GOD

2250 E WESTERN RESERVE RD
POLAND,OH44514
NONE   GENERAL OPERATING 2,000

SALEM WESLEYAN METHODIST CHURCH

1095 NEWGARDEN AVE
SALEM,OH444603676
NONE   GENERAL OPERATING 1,000

NORTH LIMA CALVARY UNITED METHODIST

12062 SOUTH AVE
NORTH LIMA,OH44452
NONE   GENERAL OPERATING 1,000

SOCIETY OF ST PAUL

PO BOX 595
CANFIELD,OH44406
NONE   GENERAL OPERATING 1,000

SOUTH RANGE COUNCIL OF COMMUNITY
AND CHURCH
PO BOX 24
NORTH LIMA,OH444520024
NONE   GENERAL OPERATING 30,000

NEW LISBON PRESBYTERIAN

111 E CHESTNUT ST
LISBON,OH44432
NONE   GENERAL OPERATING 1,000

GRACE UNITED CHURCH OF CHRIST

933 MAIN AVE W
MASSILLON,OH44647
NONE   GENERAL OPERATING 1,000

TABERNACLE EVANGELICAL

2423 S RACCOON RD
AUSTINTOWN,OH44515
NONE   GENERAL OPERATING 1,000

RESCUE MISSION OF MAHONING VALLEY

PO BOX 298
YOUNGSTOWN,OH445010298
NONE   GENERAL OPERATING 100,000

FIRST PRESBYTERIAN CHURCH OF WARREN

256 MAHONING AVE NEW
WARREN,OH444834603
NONE   GENERAL OPERATING 1,000

ST PAULS LUTHERAN CHURCH

PO BOX 167
LEETONIA,OH44431
NONE   GENERAL OPERATING 2,000

AUSTINTOWN COMMUNITY CHURCH

242 S CANFIELD NILES RD
YOUNGSTOWN,OH44515
NONE   GENERAL OPERATING 1,000

WORD IN ACTION MINISTRY

150 9TH ST
CAMPBELL,OH44405
NONE   GENERAL OPERATING 1,000

STABILITY IN CRISIS MINISTRY

11836 SOUTH AVE
NORTH LIMA,OH444528588
NONE   GENERAL OPERATING 1,000

IMACULATE HEART OF MARY

526 W RAYEN AVE
YOUNGSTOWN,OH44515
NONE   GENERAL OPERATING 1,000

THE BRIGHTSIDE PROJECT

483 E PERSHING ST
SALEM,OH44460
NONE   GENERAL OPERATING 100,000

NEIGHBORHOOD DEGREE

5505 W RIGGIN AVE
VISALIA,CA932919084
NONE   GENERAL OPERATING 150,000

CANFIELD OPERATION BLESSING

PO BOX 652
CANFIELD,OH44406
NONE   GENERAL OPERATING 1,000

JEHOVAHS WITNESSES

3390 SE MILWAUKIE AVE
PORTLAND,OR972021775
NONE   GENERAL OPERATING 1,000

CALVARY BAPTIST CHURCH

1779 DEPOT ST
SALEM,OH44460
NONE   GENERAL OPERATING 2,000

CANFIELD UNITED METHODIST CHURCH

27 S BROAD ST
CANFIELD,OH44406
NONE   GENERAL OPERATING 1,000

COLUMBIANA BAPTIST CHURCH

44420 HECK RD
COLUMBIANA,OH44408
NONE   GENERAL OPERATING 1,000

COLUMBIANA CHURCH OF CHRIST

191 STATE RT 14
COLUMBIANA,OH44408
NONE   GENERAL OPERATING 1,000

CORNERSTONE ASSEMBLY OF GOD

11634 MARKET ST
NORTH LIMA,OH44523
NONE   GENERAL OPERATING 1,000

EMMANUEL EVANGELICAL UNITED

PO BOX 406
EAST PALESTINE,OH44413
NONE   GENERAL OPERATING 1,000

FIRST ASSEMBLY OF GOD

1317 DARLINGTON RD
BEAVER FALLS,PA15010
NONE   GENERAL OPERATING 2,000

FIRST CHURCH OF CHRIST

210 W MARTIN ST
EAST PALESTINE,OH44413
NONE   GENERAL OPERATING 1,000

FIRST CHURCH OF THE NAZARENE

1900 CANFIELD RD
YOUNGSTOWN,OH44511
NONE   GENERAL OPERATING 1,000

GOOD HOPE LUTHERAN CHURCH

98 HOMESTEAD DR
YOUNGSTOWN,OH44512
NONE   GENERAL OPERATING 2,000

GREENFORD LUTHERAN CHURCH

7450 W SOUTH RANGE RD
GREENFORD,OH44422
NONE   GENERAL OPERATING 1,000

HOLY FAMILY CHURCH

2731 CENTER ST
POLAND,OH44514
NONE   GENERAL OPERATING 1,000

JERUSALEM LUTHERAN CHURCH

415 S MAIN ST
COLUMBIANA,OH44408
NONE   GENERAL OPERATING 1,000

LAKE MOUNT CHURCH OF CHRIST

6290 STATE RTE 7
NEW WATERFORD,OH44445
NONE   GENERAL OPERATING 1,000

LEETONIA MENNONITE CHURCH

764 COLUMBIA ST
LEETONIA,OH44431
NONE   GENERAL OPERATING 1,000

MEMORIAL BAPTIST CHURCH

56 WATER ST
POLAND,OH44514
NONE   GENERAL OPERATING 1,000

MIDWAY MENNONITE CHURCH

13376 COLUMBIANA - CANFIELD RD
COLUMBIANA,OH44408
NONE   GENERAL OPERATING 1,000

MT ZION UNITED METHODIST CHURCH

49255 PANCAKE-CLARKSON RD
ROGERS,OH44455
NONE   GENERAL OPERATING 1,000

PETERSBURG PRESBYTERIAN CHURCH

PO BOX 219
PETERSBURG,OH44454
NONE   GENERAL OPERATING 1,000

POLAND UNITED METHODIST CHURCH

1940 BOARDMAN-POLAND RD
POLAND,OH44514
NONE   GENERAL OPERATING 1,000

PRINCE OF PEACE LUTHERAN CHURCH

2985 CENTER RD
POLAND,OH44514
NONE   GENERAL OPERATING 1,000

SALEM PILGRIM CHURCH

1647 N ELLWORTH AVE
SALEM,OH44460
NONE   GENERAL OPERATING 1,000

STRUTHERS CHURCH OF CHRIST

PO BOX 99
STRUTHERS,OH44471
NONE   GENERAL OPERATING 1,000

STRUTHERS PRESBYTERIAN CHURCH

1110 POLAND AVE
STRUTHERS,OH44471
NONE   GENERAL OPERATING 1,000

TRINITY UNITED METHODIST CHURCH

1581 CAMBRIDGE BLVD
COLUMBUS,OH43212
NONE   GENERAL OPERATING 2,000

ASSEMBLY OF GOD

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

CENTENARY UNITED METHODIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

CHURCH OF CHRIST

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

CHURCH OF THE NAZARENE

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 2,000

FIRST CHRISTIAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

FIRST FRIENDS CHURCH OF SALEM

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

FIRST UNITED PRESBYTERIAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

PARKMAN ROAD CHURCH OF CHRIST

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

POLAND VILLAGE BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST MARKS LUTHERAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST PATRICKS CHURCH OF HUBBARD

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

UNITED METHODIST CHURCH OF SALEM

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ZION HILL CHURCH OF THE BRETHREN

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ABUNDANT LIFE FELLOWSHIP

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ARCHANGEL MICHAEL GREEK ORTHODOX CHURCH

401 12TH ST
CAMPBELL,OH44405
NONE   GENERAL OPERATING 1,000

BETHEL ASSEMBLY OF GOD

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

BETHEL CHRUCH OF THE BRETHEREN

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

BETHEL EVANGELICAL FRIENDS CHURCH

2771 SPITLER RD
POLAND,OH44514
NONE   GENERAL OPERATING 1,000

BEAVER FALLS CHRISTIAN ASSEMBLY

1317 DARLINGTON RD
BEAVER FALLS,PA15010
NONE   GENERAL OPERATING 1,000

BOARDMAN UNITED METHODIST CHURCH

6809 MARKET ST
YOUNGSTOWN,OH44512
NONE   GENERAL OPERATING 1,000

CANNELTON BAPTIST CHURCH

313 RIDGE RD
DARLINGTON,PA16115
NONE   GENERAL OPERATING 1,000

CHRISTIAN ASSEMBLY CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

CHRIST EPISCOPAL CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

CHRIST LUTHERAN CHURCH

2314 E MAIN ST
BEXLEY,OH43209
NONE   GENERAL OPERATING 1,000

COLLEGE HILL REFORMED CHURCH

3217 COLLEGE AVE
BEAVER FALLS,PA15010
NONE   GENERAL OPERATING 1,000

CHURCH OF THE ROCK

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

EMMANUEL LUTHERAN CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

EMMANUEL MINISTRIES

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ENON PRESBYTERIAN CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

EVANGEL BAPTIST CHURCH

5248 SOUTHERN BLVD
YOUNGSTOWN,OH44512
NONE   GENERAL OPERATING 1,000

FIRST BAPTIST CHURCH OF CAMPBELL

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

FIRST PRESBYTERIAN CHURCH OF SALEM

436 E 2ND ST
SALEM,OH44460
NONE   GENERAL OPERATING 1,000

FREEDOM METHODIST COMMUNITY CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

FIRST CHURCH OF GOD

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

FIRST FREE METHODIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

FIRST BAPTIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

FIRST PRESBYTERIAN CHURCH OF COLUMBIANA

28 E PARK AVE
COLUMBIANA,OH44408
NONE   GENERAL OPERATING 1,000

FIRST PRESBY CHURCH OF CANFIELD

140 W MAIN ST
CANFIELD,OH44406
NONE   GENERAL OPERATING 1,000

FREE WILL BAPTIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

GETHSEMANE LUTHERAN CHURCH

1110 N SALEM WARREN RD
NORTH JACKSON,OH44451
NONE   GENERAL OPERATING 1,000

GOSPEL BAPTIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

GLENWOOD PRIMITIVE METHODIST CHURCH

7872 GLENNWOOD AVE
YOUNGSTOWN,OH44512
NONE   GENERAL OPERATING 1,000

GRACE LUTHERAN CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 2,000

GOSPEL TEMPLE BAPTIST CHURCH

279 WHIPPLE AVE
CAMPBELL,OH44405
NONE   GENERAL OPERATING 1,000

GALILEE UNITED PRESBY

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

HOLY TRINITY UKRANIAN CATHOLIC CHURCH

526 W RAYEN AVE
YOUNGSTOWN,OH44502
NONE   GENERAL OPERATING 1,000

LORD OF LIFE LUTHERAN CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

LONG'S RUN TRINITY PRESBYTERIAN CHURCH

15851 LONGS CHURCH RD
EAST LIVERPOOL,OH43920
NONE   GENERAL OPERATING 1,000

MOUNT CALVARY COMMUNITY CHURCH

1993 WATERFORD RD UNITY TOWN
EAST PALESTINE,OH44413
NONE   GENERAL OPERATING 1,000

MILLCREEK COMMUNITY METHODIST CHURCH

4570 LOCKWOOD BLVD
YOUNGSTOWN,OH44511
NONE   GENERAL OPERATING 1,000

MT MORIAH LUTHERAN CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

MT OLIVET CHURCH OF CHRIST

410 W S RANGE RD
NORTH LIMA,OH444529727
NONE   GENERAL OPERATING 1,000

NEW BRIGHTON FREE METHODIST CHURCH

925 11TH ST
NEW BRIGHTON,PA15066
NONE   GENERAL OPERATING 1,000

NEW GALILEE CHURCH OF THE NAZARENE

505 WASHINGTON AVE
NEW GALILE,PA16141
NONE   GENERAL OPERATING 1,000

NEW WATERFORD UNITED METHODIST

46925 S STATE ST
NEW WATERFORD,OH44445
NONE   GENERAL OPERATING 1,000

OUR LADY OF THE HOLY ROSARY

131 E WOOD ST
LOWELLVILLE,OH44436
NONE   GENERAL OPERATING 1,000

OUR LADY OF LOURDES

180 7TH ST
COLUMBIANA,OH44408
NONE   GENERAL OPERATING 1,000

OUR LADY OF MT CARMEL

343 VIA MT CARMEL AVE
YOUNGSTOWN,OH44505
NONE   GENERAL OPERATING 1,000

OLD NORTH BAPTIST CHURCH

7105 HERBERT RD
CANFIELD,OH44406
NONE   GENERAL OPERATING 1,000

OHLTOWN UNITED METHODIST CHURCH

2001 OHLTOWN MINERAL RIDGE RD
MINERAL RIDGE,OH44440
NONE   GENERAL OPERATING 1,000

PATHWAY CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

PILGRIM BAPTIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

RIVERVIEW UNITED METHODIST CHURCH

105 N RIVER AVE
TORONTO,OH43964
NONE   GENERAL OPERATING 1,000

ST ANNE UKRAINIAN CATHOLIC CHURCH

4310 KIRK RD
YOUNGSTOWN,OH44511
NONE   GENERAL OPERATING 1,000

ST BRENDAN'S CATHOLIC CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

SMITH CORNERS UNITED METHODIST

3000 S CANFIELD NILES RD
YOUNGSTOWN,OH445155018
NONE   GENERAL OPERATING 1,000

SEVENTH DAY ADVENTIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

SHILOH BAPTIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST JOHN THE EVANGELIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST JOHN THE EPISCOPAL CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST JOHN LUTHERAN CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST JUDE PARISH

180 7TH ST
COLUMBIANA,OH44408
NONE   GENERAL OPERATING 1,000

ST JACOB'S UNITED CHURCH

5219 SAINT JACOBS LOGTOWN RD
LEETONIA,OH44431
NONE   GENERAL OPERATING 1,000

ST NICHOLAS BYZANTINE CATHOLIC CHURCH

1051 E ROBINSON AVE
COVENTRY TOWNSHIP,OH44203
NONE   GENERAL OPERATING 1,000

ST CHRISTINE'S CATHOLIC CHURCH

3165 S SCHENLEY AVE
YOUNGSTOWN,OH44511
NONE   GENERAL OPERATING 1,000

ST DOMINIC'S CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST EDWARD'S CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST MICHAEL CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST MONICA PARISH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST PAUL CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

ST PATRICK'S CATHOLIC CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

VALLEY BAPTIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216
NONE   GENERAL OPERATING 1,000

VALLEY CHRISTIAN CHURCH

7155 GLENWOOD AVE
YOUNGSTOWN,OH44512
NONE   GENERAL OPERATING 1,000

VICTORY CHURCH OF COITSVILLE

3899 MCCARTNEY RD
LOWELLVILLE,OH44436
NONE   GENERAL OPERATING 1,000

WOODWORTH CHURCH OF THE BRETHREN

30 E WESTERN RESERVE RD
YOUNGSTOWN,OH44514
NONE   GENERAL OPERATING 1,000

WEDGEWOOD PARK EVANGELICAL CHURCH

1944 S MERIDIAN RD
YOUNGSTOWN,OH44511
NONE   GENERAL OPERATING 1,000

ZION LUTHERAN CHURCH

8439 RIVER CORNERS RD
HOMERVILLE,OH44235
NONE   GENERAL OPERATING 2,000
Total ................................. 3a 968,000
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 ....     14 514,222  
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 ............
    18 395,735  
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) ..   909,957  
13Total. Add line 12, columns (b), (d), and (e)..................
13
909,957
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
DALE AND ALYCE SHEELY FOUNDATION
 
Employer identification number

34-7012061
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
DALE AND ALYCE SHEELY FOUNDATION
 
Employer identification number
34-7012061
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
DALE SHEELY ESTATE
C/O HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86
COLUMBUS, OH43216

$ 878,272


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
DALE AND ALYCE SHEELY FOUNDATION
 
Employer identification number

34-7012061
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
DALE AND ALYCE SHEELY FOUNDATION
 
Employer identification number

34-7012061
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsCorpBondsSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Name of Bond End of Year Book Value End of Year Fair Market Value
03076CAM8 AMERIPRISE FINL INC 119,831 129,532
049560AT2 ATMOS ENERGY CORP 95,890 109,373
06368LAQ9 BANK MONTREAL QUE 120,484 126,628
14913R3B1 CATERPILLAR FINL SVC    
17252MAN0 CINTAS CORP NO 2 118,921 124,661
24422EXB0 DEERE JOHN CAP CORP 123,825 128,226
29736RAT7 ESTEE LAUDER COS INC 118,844 125,674
30303M8M7 META PLATFORMS INC 243,671 256,860
46124HAE6 INTUIT INC 5.25% 09/    
482480AG5 KLA CORP 118,600 125,403
49338LAE3 KEYSIGHT TECHNOLOGIE    
512807AS7 LAM RESH CORP    
539830BV0 LOCKHEED MARTIN CORP 124,806 127,841
69371RS64 PACCAR FINL CORP MED 123,805 128,483
74460WAF4 PUBLIC STORAGE 123,430 129,077
78016HZS2 ROYAL BK CDA GLOBAL 122,236 128,839
883556CU4 THERMO FISHER SCIENT 122,301 129,027
89115A2S0 TORONTO-DOMINION BAN    
9128284N7 US TREASURY N/B 2.87 694,746 739,307
91282CEP2 US TREASURY N/B 2.87 220,195 235,859
91282CET4 US TREASURY N/B 2.62 696,621 740,977
91282CGM7 US TREASURY N/B 3.5% 368,535 389,016
91282CGQ8 US TREASURY N/B 4% 0 434,426 455,871
91282CHH7 US TREASURY N/B 4.12    
91282CHR5 US TREASURY N/B 4% 0 892,088 911,672
91324PEQ1 UNITEDHEALTH GROUP I 125,550 130,175
92939UAL0 WEC ENERGY GROUP INC 121,365 126,745
00287YBF5 ABBVIE INC 121,386 126,222
04636NAL7 ASTRAZENECA FIN LLC 123,978 128,201
06051GKQ1 BANK AMER CORP 119,414 124,848
06418JAC5 BANK NOVA SCOTIA B C 129,568 132,989
13608JAA5 CANADIAN IMPERIAL BK 124,128 129,320
63111XAH4 NASDAQ INC 125,296 129,003
91282CFV8 US TREASURY N/B 4.12 196,133 202,438
91282CJN2 US TREASURY N/B 4.37 300,492 306,832
91282CKX8 US TREASURY N/B 4.25 127,534 127,686
03076CAL0 AMERIPRISE FINL INC 121,918 125,914
11135FAS0 BROADCOM INC 124,033 123,315
427866BM9 HERSHEY CO 126,986 129,250
91282CKN0 US TREASURY N/B 4.62 256,377 260,371
91282CLW9 US TREASURY N/B 4.25 197,773 202,367
91282CNC1 US TREASURY N/B 4.25 252,100 252,412
91282CNG2 US TREASURY N/B 4% 0 302,988 303,938

TY 2025 InvestmentsCorpStockSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Name of Stock End of Year Book Value End of Year Fair Market Value
464287804 ISHARES TR 453,570 475,672
007903107 ADVANCED MICRO DEVIC 157,271 211,590
02079K305 ALPHABET INC 337,729 549,628
023135106 AMAZON COM INC 279,330 333,766
025537101 AMERICAN ELEC PWR CO 131,708 178,385
03027X100 AMERICAN TOWER CORP 82,942 72,159
032654105 ANALOG DEVICES INC 106,714 143,465
037833100 APPLE INC 219,285 303,396
049560105 ATMOS ENERGY CORP 70,365 100,243
084670702 BERKSHIRE HATHAWAY I 128,994 162,859
101137107 BOSTON SCIENTIFIC CO 147,901 214,442
11135F101 BROADCOM INC 161,538 419,819
22160K105 COSTCO WHOLESALE COR 142,887 161,258
26875P101 EOG RES INC    
291011104 EMERSON ELEC CO 102,503 132,587
30231G102 EXXON MOBIL CORP 125,455 136,706
30303M102 FACEBOOK INC CL-A 206,374 316,843
337738108 FISERV INC 117,022 44,802
369604301 GENERAL ELEC CO 116,726 277,227
46120E602 INTUITIVE SURGICAL I 131,382 195,961
464287507 ISHARES TR 499,858 578,292
46625H100 JPMORGAN CHASE & CO 235,085 309,331
532457108 LILLY ELI & CO 133,851 179,472
539830109 LOCKHEED MARTIN CORP    
55261F104 M&T BK CORP 114,262 125,925
594918104 MICROSOFT CORP 361,390 439,127
64110L106 NETFLIX INC 116,365 193,146
67066G104 NVIDIA CORP 216,395 447,227
697435105 PALO ALTO NETWORKS I 142,799 165,780
742718109 PROCTER & GAMBLE CO    
773903109 ROCKWELL AUTOMATION 90,640 126,059
78463X749 SPDR INDEX SHS FDS 286,531 306,766
79466L302 SALESFORCE.COM INC    
81762P102 SERVICENOW INC 108,087 113,361
872540109 TJX COS INC NEW 108,949 156,682
872590104 T-MOBILE US INC    
902973304 US BANCORP DEL 100,843 113,177
91913Y100 VALERO ENERGY CORP N    
921943858 VANGUARD TAX-MANAGED 947,137 1,188,117
922042858 VANGUARD INTL EQUITY 297,463 362,504
92826C839 VISA INC 95,951 123,099
931142103 WAL MART STORES INC 85,844 157,088
98978V103 ZOETIS INC    
G1151C101 ACCENTURE PLC-CL A    
G54950103 LINDE PLC 92,486 91,247
H1467J104 CHUBB LTD 143,335 175,411
22788C105 CROWDSTRIKE HLDGS IN 49,959 65,626
253868103 DIGITAL RLTY TR INC 81,498 66,680
285512109 ELECTRONIC ARTS INC    
458140100 INTEL CORP 85,426 132,102
67103H107 O REILLY AUTOMOTIVE 126,850 161,350
68389X105 ORACLE CORP 108,611 149,106
747525103 QUALCOMM INC 72,395 75,604
75513E101 RTX CORP 130,700 225,949
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 142,958 144,454
883556102 THERMO FISHER SCIENT    
92343V104 VERIZON COMMUNICATIO    
00287Y109 ABBVIE INC 89,601 105,334
040413205 ARISTA NETWORKS INC 80,358 97,748
09857L108 ING HLDGS INC 55,768 58,909
219350105 CORNING INC 104,171 119,344
38141G104 GOLDMAN SACHS GROUP 173,007 240,846
69608A108 PALANTIR TECHNOLOGIE 120,080 139,001
806857108 SLB LTD 98,537 104,125
833445109 SNOWFLAKE INC 103,458 124,596
874039100 TAIWAN SEMICONDUCTOR 129,755 164,101
90384S303 ULTA BEAUTY INC 131,142 160,933

TY 2025 OtherDecreasesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Description Amount
MUTUAL FUND TIMING ADJ 4,376
CY PURCHASE OF ACCRUED INTEREST 910


TY 2025 OtherExpensesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 OtherIncreasesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Description Amount
PY PURCHASE OF ACCRUED INTEREST 5,667


TY 2025 SubstantialContributorsSch
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Name Address
DALE SHEELY ESTATE C/O HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216


TY 2025 TaxesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,055 2,055   0
FEDERAL TAX PAYMENT - PRIOR YE 5,334 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,174 0   0
FOREIGN TAXES ON NONQUALIFIED 1,645 1,645   0