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
WARD BEECHER 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

34-6516441
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)$5,842,827J 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... 117,301 117,301  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 282,820
b Gross sales price for all assets on line 6a 1,422,734
7 Capital gain net income (from Part IV, line 2)... 282,820
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........ 400,121 400,121  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,783 24,392   24,392
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,506 1,197   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
950     950
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,489 25,589 0 26,592
25 Contributions, gifts, grants paid....... 268,000 268,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 329,489 25,589 0 294,592
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 70,632
b Net investment income (if negative, enter -0-) 374,532
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......... 31,537 127,332 127,332
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)....... 2,638,800 Click to see attachment
List of Attached Documents:
// Content
2,603,034 		3,895,928
c Investments—corporate bonds (attach schedule)....... 1,809,453 Click to see attachment
List of Attached Documents:
// Content
1,818,796 		1,819,567
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) 4,479,790 4,549,162 5,842,827
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........ 4,479,790 4,549,162
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)..... 4,479,790 4,549,162
30 Total liabilities and net assets/fund balances (see instructions). 4,479,790 4,549,162
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
4,479,790
2
Enter amount from Part I, line 27a .....................
2
70,632
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
284
4
Add lines 1, 2, and 3 ..........................
4
4,550,706
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,544
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,549,162
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 308. ADVANCED MICRO DEVICES INC W/1     2025-02-14
b 161. ALPHABET INC     2025-02-14
c 1. EMERSON ELECTRIC CO   2023-02-17 2025-02-14
d 91. INTEL CORP.   2024-11-22 2025-02-14
e 1. ISHARES S & P MIDCAP 400   2023-05-16 2025-02-14
4. LOCKHEED MARTIN (COMMON STOCK)   2024-08-12 2025-02-14
46. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2025-02-14
73. MICROSOFT CORP   2015-12-15 2025-02-14
225. NVIDIA CORP   2020-08-14 2025-02-14
1. SPDR INDEX SHS FDS   2022-10-04 2025-02-14
2. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-02-14
1. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-02-14
859. VERIZON COMMUNICATIONS     2025-02-14
174. ZOETIS INC     2025-02-14
50000. US TREASURY N/B 3.875% 01/15/2026   2023-07-07 2025-04-09
71. AMAZON.COM INC     2025-04-21
8. ARISTA NETWORKS INC   2025-02-14 2025-04-21
1. ING HLDGS INC   2025-02-14 2025-04-21
358. ISHARES S & P MIDCAP 400   2023-05-16 2025-04-21
201. ISHARES S & P SMALLCAP 600   2022-01-24 2025-04-21
31. M & T BANK CORP   2024-04-25 2025-04-21
124. M & T BANK CORP   2021-08-19 2025-04-21
188. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-04-21
44. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-04-21
10. ACCENTURE PLC   2024-08-12 2025-04-21
124. ACCENTURE PLC   2011-03-25 2025-04-21
25000. US TREASURY N/B 1.625% 02/15/2026   2022-07-25 2025-05-14
25000. US TREASURY N/B 3.875% 01/15/2026   2023-07-07 2025-05-14
1. ABBVIE INC   2025-02-14 2025-05-16
4. ABBVIE INC   2025-02-14 2025-05-16
9. ALPHABET INC   2018-11-01 2025-05-16
13. AMAZON.COM INC   2020-04-27 2025-05-16
3. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2025-05-16
12. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2025-05-16
4. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2025-05-16
5. ANALOG DEVICES   2018-04-27 2025-05-16
10. APPLE COMPUTER   2010-06-10 2025-05-16
7. ARISTA NETWORKS INC   2025-02-14 2025-05-16
6. ATMOS ENERGY CORP   2023-07-13 2025-05-16
3. BERKSHIRE HATHAWAY INC DEL   2023-10-03 2025-05-16
21. BOSTON SCIENTIFIC CORP   2023-05-16 2025-05-16
11. BROADCOM INC   2024-03-01 2025-05-16
2. COSTCO WHOLESALE CORP   2018-07-13 2025-05-16
3. CROWDSTRIKE HLDGS INC   2024-06-18 2025-05-16
2. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-05-16
2. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-05-16
1. EOG RESOURCES INC   2022-05-23 2025-05-16
5. EOG RESOURCES INC   2022-05-23 2025-05-16
18. EQT CORP   2025-02-14 2025-05-16
10. ELECTRONIC ARTS INC   2024-08-09 2025-05-16
9. EMERSON ELECTRIC CO   2023-02-17 2025-05-16
1.99947 EXXON MOBIL CORP COM   2023-04-12 2025-05-16
8.00053 EXXON MOBIL CORP COM   2023-04-12 2025-05-16
4. FACEBOOK INC CL-A   2023-05-16 2025-05-16
7. FISERV INC   2023-05-16 2025-05-16
9. GENERAL ELEC CO   2023-05-16 2025-05-16
2. GOLDMAN SACHS GROUP INC   2025-02-14 2025-05-16
34. INTEL CORP.   2024-11-22 2025-05-16
4. INTUITIVE SURGICAL INC   2023-05-16 2025-05-16
82. ISHARES S & P MIDCAP 400   2023-05-16 2025-05-16
19. ISHARES S & P SMALLCAP 600   2022-01-24 2025-05-16
7. J P MORGAN CHASE & CO   2018-05-31 2025-05-16
1. ELI LILLY & CO   2020-04-14 2025-05-16
6. M & T BANK CORP   2024-04-25 2025-05-16
9. MICROSOFT CORP   2015-12-15 2025-05-16
2. NETFLIX INC   2023-02-17 2025-05-16
22. NVIDIA CORP   2020-08-14 2025-05-16
1. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-05-16
7. ORACLE CORP   2024-06-18 2025-05-16
9. PALO ALTO NETWORKS INC   2024-03-01 2025-05-16
8. PROCTER & GAMBLE CO   2020-04-14 2025-05-16
1. QUALCOMM INC   2024-08-09 2025-05-16
3. QUALCOMM INC   2024-08-09 2025-05-16
12. RTX CORP   2024-04-25 2025-05-16
3. ROCKWELL INTL CORP NEW   2023-02-17 2025-05-16
63. SPDR INDEX SHS FDS   2022-10-04 2025-05-16
1.99989 SALESFORCE INC   2024-11-22 2025-05-16
2.00011 SALESFORCE INC   2024-11-22 2025-05-16
2. SERVICENOW INC   2022-10-04 2025-05-16
2. SHERWIN WILLIAMS CO   2024-06-18 2025-05-16
5. SNOWFLAKE INC   2025-02-14 2025-05-16
4. STRYKER CORP   2024-03-01 2025-05-16
10. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2025-05-16
5. T-MOBILE US INC   2023-02-17 2025-05-16
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2025-05-16
20. US BANCORP DEL NEW   2024-03-01 2025-05-16
8. VALERO ENERGY   2013-02-15 2025-05-16
159. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-05-16
124. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-05-16
3. VISA INC   2015-12-15 2025-05-16
13. WAL-MART STORES, INC.   2023-05-16 2025-05-16
2. LINDE PLC   2023-11-29 2025-05-16
5. CHUBB LTD   2021-08-19 2025-05-16
50000. PUBLIC STORAGE   2021-05-14 2025-07-11
8. CROWDSTRIKE HLDGS INC     2025-07-18
53. CROWDSTRIKE HLDGS INC     2025-07-18
15. EOG RESOURCES INC   2024-08-12 2025-07-18
188. EOG RESOURCES INC     2025-07-18
1. ISHARES S & P MIDCAP 400   2023-05-16 2025-07-18
100. PROCTER & GAMBLE CO     2025-07-18
187. PROCTER & GAMBLE CO     2025-07-18
1. SPDR INDEX SHS FDS   2022-10-04 2025-07-18
18. T-MOBILE US INC     2025-07-18
162. T-MOBILE US INC     2025-07-18
2. THERMO ELECTRON CORP W/1 RT/SH   2024-08-12 2025-07-18
41. THERMO ELECTRON CORP W/1 RT/SH     2025-07-18
29. VALERO ENERGY     2025-07-18
274. VALERO ENERGY     2025-07-18
1. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-07-18
1. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-07-18
50000. US TREASURY N/B 1.125% 02/15/2031     2025-07-28
655. EQT CORP     2025-09-11
9. ELECTRONIC ARTS INC   2025-04-21 2025-09-11
363. ELECTRONIC ARTS INC     2025-09-11
133. SALESFORCE INC     2025-09-11
1. SHERWIN WILLIAMS CO   2025-04-21 2025-09-11
81. SHERWIN WILLIAMS CO     2025-09-11
2226. VANGUARD INTL EQUITY INDEX FDS     2025-09-11
8. ABBVIE INC   2025-02-14 2025-10-27
18. ADVANCED MICRO DEVICES INC W/1   2025-07-18 2025-10-27
32. ALPHABET INC   2018-11-01 2025-10-27
27. AMAZON.COM INC   2020-04-27 2025-10-27
28. AMERICAN ELECTRIC POWER CO INC     2025-10-27
8. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2025-10-27
10. ANALOG DEVICES   2018-04-27 2025-10-27
20. APPLE COMPUTER   2010-06-10 2025-10-27
13. ARISTA NETWORKS INC   2025-02-14 2025-10-27
11. ATMOS ENERGY CORP   2023-07-13 2025-10-27
6. BERKSHIRE HATHAWAY INC DEL   2023-10-03 2025-10-27
41. BOSTON SCIENTIFIC CORP   2023-05-16 2025-10-27
22. BROADCOM INC   2024-03-01 2025-10-27
25. CORNING INC. ++ (FORMERLY CORNING G LASS WORKS)   2025-09-11 2025-10-27
3. COSTCO WHOLESALE CORP   2018-07-13 2025-10-27
2. CROWDSTRIKE HLDGS INC   2025-04-21 2025-10-27
8. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-10-27
18. EMERSON ELECTRIC CO   2023-02-17 2025-10-27
21. EXXON MOBIL CORP COM   2023-04-12 2025-10-27
9. FACEBOOK INC CL-A   2023-05-16 2025-10-27
12. FISERV INC   2023-05-16 2025-10-27
16. GENERAL ELEC CO   2023-05-16 2025-10-27
5. GOLDMAN SACHS GROUP INC   2025-02-14 2025-10-27
65. INTEL CORP.   2024-11-22 2025-10-27
6. INTUITIVE SURGICAL INC   2023-05-16 2025-10-27
160. ISHARES S & P MIDCAP 400   2023-05-16 2025-10-27
72. ISHARES S & P SMALLCAP 600   2022-01-24 2025-10-27
18. J P MORGAN CHASE & CO   2018-05-31 2025-10-27
3. ELI LILLY & CO   2020-04-14 2025-10-27
11. M & T BANK CORP   2024-04-25 2025-10-27
16. MICROSOFT CORP   2015-12-15 2025-10-27
4. NETFLIX INC   2023-02-17 2025-10-27
44. NVIDIA CORP   2020-08-14 2025-10-27
33. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-10-27
14. ORACLE CORP   2024-06-18 2025-10-27
14. PALANTIR TECHNOLOGIES INC   2025-07-18 2025-10-27
16. PALO ALTO NETWORKS INC   2024-03-01 2025-10-27
8. QUALCOMM INC   2024-08-09 2025-10-27
22. RTX CORP   2024-04-25 2025-10-27
6. ROCKWELL INTL CORP NEW   2023-02-17 2025-10-27
124. SPDR INDEX SHS FDS   2022-10-04 2025-10-27
49. SCHLUMBERGER LTD.   2025-09-11 2025-10-27
2. SERVICENOW INC   2022-10-04 2025-10-27
11. SNOWFLAKE INC   2025-02-14 2025-10-27
8. STRYKER CORP   2024-03-01 2025-10-27
18. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2025-10-27
9. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-07-18 2025-10-27
39. US BANCORP DEL NEW   2024-03-01 2025-10-27
5. ULTA BEAUTY INC   2025-07-18 2025-10-27
347. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-10-27
123. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-10-27
6. VISA INC   2015-12-15 2025-10-27
26. WAL-MART STORES, INC.   2023-05-16 2025-10-27
4. LINDE PLC   2023-11-29 2025-10-27
10. CHUBB LTD   2021-08-19 2025-10-27
50000. ROYAL BK CDA GLOBAL MEDIUM TERM SR BK NT   2021-08-23 2025-12-01
50000. GOLDMAN SACHS GROUP INC   2022-07-26 2025-12-15
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 34,901   58,821 -23,920
b 29,841   6,177 23,664
c 125   86 39
d 2,128   2,225 -97
e 64   48 16
1,708   2,222 -514
19,642   19,904 -262
29,680   4,035 25,645
30,985   2,615 28,370
44   40 4
103   77 26
46   38 8
35,296   34,848 448
27,509   33,252 -5,743
49,957   48,973 984
11,773   7,898 3,875
535   862 -327
4,371   5,070 -699
19,018   17,331 1,687
18,809   20,703 -1,894
4,832   4,542 290
19,326   16,720 2,606
9,437   7,257 2,180
1,894   1,681 213
2,776   3,160 -384
34,419   6,868 27,551
24,528   23,870 658
24,964   24,486 478
183   195 -12
731   780 -49
1,494   489 1,005
2,663   1,563 1,100
307   303 4
1,229   1,258 -29
851   794 57
1,132   440 692
2,112   88 2,024
670   754 -84
941   721 220
1,539   1,040 499
2,219   1,135 1,084
2,506   1,485 1,021
2,050   433 1,617
1,315   1,173 142
338   379 -41
338   379 -41
115   126 -11
577   632 -55
1,002   962 40
1,511   1,467 44
1,079   773 306
216   231 -15
863   923 -60
2,544   958 1,586
1,161   834 327
2,084   724 1,360
1,237   1,323 -86
732   831 -99
2,243   1,233 1,010
5,055   3,970 1,085
2,059   1,957 102
1,872   752 1,120
757   146 611
1,127   879 248
4,071   498 3,573
2,378   697 1,681
2,971   256 2,715
1,375   1,134 241
1,121   1,005 116
1,731   1,366 365
1,302   939 363
152   163 -11
457   490 -33
1,619   1,214 405
922   891 31
2,778   2,522 256
583   676 -93
583   676 -93
2,080   820 1,260
726   600 126
913   930 -17
1,569   1,405 164
1,335   889 446
1,211   744 467
410   632 -222
896   833 63
1,082   347 735
8,640   6,137 2,503
5,904   4,737 1,167
1,093   236 857
1,271   650 621
915   830 85
1,468   920 548
48,914   49,608 -694
3,753   2,503 1,250
24,863   20,657 4,206
1,773   1,918 -145
22,217   23,724 -1,507
64   48 16
15,524   16,961 -1,437
29,029   24,893 4,136
44   40 4
4,097   3,742 355
36,877   23,733 13,144
843   1,191 -348
17,285   23,550 -6,265
4,273   4,081 192
40,372   13,484 26,888
57   39 18
51   38 13
42,924   45,267 -2,343
33,327   34,950 -1,623
1,525   1,280 245
61,523   53,245 8,278
32,712   44,863 -12,151
361   323 38
29,227   24,564 4,663
118,819   90,442 28,377
1,820   1,560 260
4,573   2,865 1,708
8,476   1,740 6,736
6,156   3,246 2,910
3,249   2,907 342
1,525   1,588 -63
2,402   879 1,523
5,331   177 5,154
2,035   1,400 635
1,934   1,322 612
2,935   2,080 855
4,146   2,216 1,930
7,890   2,969 4,921
2,227   1,911 316
2,789   649 2,140
1,066   714 352
1,426   1,518 -92
2,409   1,546 863
2,419   2,422 -3
6,781   2,155 4,626
1,510   1,431 79
4,939   1,287 3,652
3,963   3,307 656
2,609   1,589 1,020
3,253   1,849 1,404
10,619   7,746 2,873
8,758   7,416 1,342
5,437   1,934 3,503
2,444   438 2,006
2,016   1,612 404
8,514   884 7,630
4,352   1,393 2,959
8,401   511 7,890
3,167   2,318 849
3,940   2,010 1,930
2,682   2,150 532
3,529   2,429 1,100
1,417   1,308 109
3,923   2,226 1,697
2,168   1,782 386
5,723   4,964 759
1,767   1,780 -13
1,884   820 1,064
2,926   2,046 880
3,050   2,809 241
2,566   1,601 965
2,667   2,163 504
1,875   1,625 250
2,639   2,465 174
21,344   13,394 7,950
6,819   5,432 1,387
2,088   471 1,617
2,752   1,301 1,451
1,791   1,661 130
2,811   1,840 971
49,385   50,005 -620
49,760   48,587 1,173
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
      154
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       -23,920
b       23,664
c       39
d       -97
e       16
      -514
      -262
      25,645
      28,370
      4
      26
      8
      448
      -5,743
      984
      3,875
      -327
      -699
      1,687
      -1,894
      290
      2,606
      2,180
      213
      -384
      27,551
      658
      478
      -12
      -49
      1,005
      1,100
      4
      -29
      57
      692
      2,024
      -84
      220
      499
      1,084
      1,021
      1,617
      142
      -41
      -41
      -11
      -55
      40
      44
      306
      -15
      -60
      1,586
      327
      1,360
      -86
      -99
      1,010
      1,085
      102
      1,120
      611
      248
      3,573
      1,681
      2,715
      241
      116
      365
      363
      -11
      -33
      405
      31
      256
      -93
      -93
      1,260
      126
      -17
      164
      446
      467
      -222
      63
      735
      2,503
      1,167
      857
      621
      85
      548
      -694
      1,250
      4,206
      -145
      -1,507
      16
      -1,437
      4,136
      4
      355
      13,144
      -348
      -6,265
      192
      26,888
      18
      13
      -2,343
      -1,623
      245
      8,278
      -12,151
      38
      4,663
      28,377
      260
      1,708
      6,736
      2,910
      342
      -63
      1,523
      5,154
      635
      612
      855
      1,930
      4,921
      316
      2,140
      352
      -92
      863
      -3
      4,626
      79
      3,652
      656
      1,020
      1,404
      2,873
      1,342
      3,503
      2,006
      404
      7,630
      2,959
      7,890
      849
      1,930
      532
      1,100
      109
      1,697
      386
      759
      -13
      1,064
      880
      241
      965
      504
      250
      174
      7,950
      1,387
      1,617
      1,451
      130
      971
      -620
      1,173
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 282,820
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 5,206
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 5,206
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 5,206
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,214
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 7,214
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,008
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,008 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 742-7021

Located atPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+443216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1 		48,783    
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
5,578,576
b
Average of monthly cash balances.......................
1b
106,672
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,685,248
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
5,685,248
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
85,279
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,599,969
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
279,998
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
279,998
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,206
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,206
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
274,792
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
274,792
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
274,792
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
294,592
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
294,592
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 7 274,792
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 152,787
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: $ 294,592
a Applied to 2024, but not more than line 2a 152,787
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..... 141,805
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		132,987
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DAVID SABINE CO HUNTINGTON NATL B
23 FEDERAL PLAZA
YOUNGSTOWN,OH44503
(330) 742-7021
DAVE.SABINE@HUNTINGTON.COM
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION STATING PURPOSE OF REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO CHARITABLE ORGANIZATIONS
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

OH WOW

15 CENTRAL SQ 1ST FL
YOUNGSTOWN,OH44503 		NONE   GENERAL OPERATING 50,000

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 3,000

NATIONAL REDISTRICTING FOUNDATION

700 13TH ST NW STE 600
WASHINGTON,DC200055998 		NONE   GENERAL OPERATING 40,000

DEMOCRACY FORWARD FOUNDATION

PO BOX 34553
WASHINGTON,DC20043 		NONE   GENERAL OPERATING 25,000

GROUNDWORK FUND - AMALGAMATED FDN

1825 K ST NW
WASHINGTON,DC200061202 		NONE   GENERAL OPERATING 40,000

WE ARE DOWN HOME

PO BOX 10671
GREENSBORO,NC27404 		NONE   GENERAL OPERATING 20,000

TURNOUT ACTIVISM INC

35 WALDEN ST
CAMBRIDGE,MA021402047 		NONE   GENERAL OPERATING 40,000

VOTER PROTECTION CORPS FOUNDATION

10815 LORAIN AVE
SILVER SPRING,MD209012610 		NONE   GENERAL OPERATING 40,000

THE ENGLISH CENTER

7700 EDGEWATER DR 540 BLDG C
OAKLAND,CA946213092 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 268,000
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 ....     14 117,301  
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 ............ 		    18 282,820  
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) ..   400,121  
13Total. Add line 12, columns (b), (d), and (e)..................
13
400,121
(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:
WARD BEECHER FOUNDATION
EIN:
34-6516441
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:
WARD BEECHER FOUNDATION
EIN:
34-6516441
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:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Name of Bond End of Year Book Value End of Year Fair Market Value
912828Z94 US TREASURY N/B 1.5% 49,904 45,938
74460WAA5 PUBLIC STORAGE    
91282CCH2 US TREASURY N/B 1.25 95,582 94,648
49271VAJ9 KEURIG DR PEPPER INC 53,176 47,519
78016EZQ3 ROYAL BK CDA GLOBAL    
9128284N7 US TREASURY N/B 2.87 98,839 98,574
23338VAN6 DTE ELEC CO 50,662 47,901
70450YAE3 PAYPAL HLDGS INC 52,782 47,882
912828YQ7 US TREASURY N/B 1.62 121,339 123,008
291011BL7 EMERSON ELEC CO 50,901 48,332
91282CBL4 US TREASURY N/B 1.12    
912828P46 US TREASURY N/B 1.62    
91324PDK5 UNITEDHEALTH GROUP I 26,367 24,956
06406RBB2 BANK NEW YORK MELLON 23,770 22,727
482480AL4 KLA CORP 48,757 50,775
17252MAN0 CINTAS CORP NO 2 50,170 49,864
89115A2E1 TORONTO DOMINION BK 50,600 49,784
38145GAH3 GOLDMAN SACHS GROUP    
032654AN5 ANALOG DEVICES INC 50,161 49,849
039482AB0 ARCHER DANIELS MIDLA 46,543 48,260
06368LGV2 BANK MONTREAL QUE 49,952 51,259
369550BP2 GENERAL DYNAMICS COR 59,782 68,131
912810FP8 US TREASURY BOND 5.3 54,438 53,672
91282CGE5 US TREASURY N/B 3.87    
91282CGM7 US TREASURY N/B 3.5% 58,533 58,352
91282CGQ8 US TREASURY N/B 4% 0 51,695 50,652
91282CHR5 US TREASURY N/B 4% 0 48,967 50,648
91282CFV8 US TREASURY N/B 4.12 123,381 126,523
91282CJJ1 US TREASURY N/B 4.5% 50,518 51,674
91282CJN2 US TREASURY N/B 4.37 126,885 127,847
961214FT5 WESTPAC BKG CORP 49,773 51,675
053015AJ2 AUTOMATIC DATA PROCE 49,762 51,221
760759BK5 REPUBLIC SVCS INC 50,612 51,745
91282CHT1 US TREASURY N/B 3.87 49,877 49,637
91282CLW9 US TREASURY N/B 4.25 24,722 25,296
91282CMR9 US TREASURY N/B 4.12 49,926 50,736
91282CNC1 US TREASURY N/B 4.25 50,420 50,482

TY 2025 InvestmentsCorpStockSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Name of Stock End of Year Book Value End of Year Fair Market Value
92826C839 VISA INC 10,754 39,630
023135106 AMAZON COM INC 86,230 107,100
032654105 ANALOG DEVICES INC 20,062 46,104
G1151C101 ACCENTURE PLC-CL A    
594918104 MICROSOFT CORP 44,334 141,217
773903109 ROCKWELL AUTOMATION 29,652 40,463
91913Y100 VALERO ENERGY CORP N    
037833100 APPLE INC 28,963 97,598
46120E602 INTUITIVE SURGICAL I 39,845 62,866
46625H100 JPMORGAN CHASE & CO 68,599 99,244
742718109 PROCTER & GAMBLE CO    
532457108 LILLY ELI & CO 23,049 58,033
22160K105 COSTCO WHOLESALE COR 27,171 51,740
67066G104 NVIDIA CORP 19,502 143,605
02079K305 ALPHABET INC 83,270 176,532
H1467J104 CHUBB LTD 39,212 56,494
464287804 ISHARES TR 142,633 152,869
55261F104 M&T BK CORP 35,403 40,497
26875P101 EOG RES INC    
337738108 FISERV INC 35,732 14,374
539830109 LOCKHEED MARTIN CORP    
025537101 AMERICAN ELEC PWR CO 45,716 57,309
922042858 VANGUARD INTL EQUITY 95,547 116,444
78463X749 SPDR INDEX SHS FDS 88,401 98,549
81762P102 SERVICENOW INC 21,916 36,766
921943858 VANGUARD TAX-MANAGED 268,201 381,692
049560105 ATMOS ENERGY CORP 23,332 32,185
084670702 BERKSHIRE HATHAWAY I 40,036 52,276
101137107 BOSTON SCIENTIFIC CO 42,035 68,938
291011104 EMERSON ELEC CO 29,939 42,603
30231G102 EXXON MOBIL CORP 40,598 43,924
30303M102 FACEBOOK INC CL-A 68,336 101,654
369604301 GENERAL ELEC CO 25,869 89,021
464287507 ISHARES TR 148,552 185,790
64110L106 NETFLIX INC 30,239 61,882
79466L302 SALESFORCE.COM INC    
872540109 TJX COS INC NEW 33,288 50,384
872590104 T-MOBILE US INC    
931142103 WAL MART STORES INC 25,257 50,469
G54950103 LINDE PLC 28,864 29,421
007903107 ADVANCED MICRO DEVIC 50,460 67,889
03027X100 AMERICAN TOWER CORP 26,545 23,175
11135F101 BROADCOM INC 53,271 134,979
22788C105 CROWDSTRIKE HLDGS IN 16,058 21,094
253868103 DIGITAL RLTY TR INC 26,133 21,350
285512109 ELECTRONIC ARTS INC    
458140100 INTEL CORP 27,526 42,435
67103H107 O REILLY AUTOMOTIVE 40,351 51,807
68389X105 ORACLE CORP 34,992 47,948
697435105 PALO ALTO NETWORKS I 44,184 53,234
747525103 QUALCOMM INC 23,143 24,289
75513E101 RTX CORP 40,741 72,626
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 46,116 46,394
883556102 THERMO FISHER SCIENT    
902973304 US BANCORP DEL 31,937 36,338
92343V104 VERIZON COMMUNICATIO    
98978V103 ZOETIS INC    
00287Y109 ABBVIE INC 28,803 33,817
040413205 ARISTA NETWORKS INC 25,852 31,447
09857L108 ING HLDGS INC 20,279 21,421
219350105 CORNING INC 33,475 38,351
38141G104 GOLDMAN SACHS GROUP 55,529 77,352
69608A108 PALANTIR TECHNOLOGIE 38,542 44,615
806857108 SLB LTD 31,671 33,467
833445109 SNOWFLAKE INC 33,173 39,924
874039100 TAIWAN SEMICONDUCTOR 41,810 52,877
90384S303 ULTA BEAUTY INC 41,906 51,426

TY 2025 OtherDecreasesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Amount
CY PURCHASE OF ACCRUED INTEREST 756
ROC ON CY SALES 786
ROUNDING 2


TY 2025 OtherExpensesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 750 0   750
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 OtherIncreasesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Amount
MUTUAL FUND TIMING ADJ 91
PY PURCHASE OF ACCRUED INTEREST 193


TY 2025 TaxesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 665 665   0
FEDERAL TAX PAYMENT - PRIOR YE 2,095 0   0
FEDERAL ESTIMATES - PRINCIPAL 7,214 0   0
FOREIGN TAXES ON NONQUALIFIED 532 532   0