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
TOM AND JILL LINCOLN 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

86-6605937
B Telephone number (see instructions)

3303847302
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)$14,536,058J 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... 234,544 223,557  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,811,452
b Gross sales price for all assets on line 6a 6,956,187
7 Capital gain net income (from Part IV, line 2)... 1,811,452
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........ 2,045,996 2,035,009  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 112,353 55,874   56,177
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 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
9,411 2,644   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,214 58,518 0 57,627
25 Contributions, gifts, grants paid....... 742,500 742,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 865,714 58,518 0 800,127
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,180,282
b Net investment income (if negative, enter -0-) 1,976,491
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......... 676,397 78,262 78,262
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)....... 5,954,614 Click to see attachment
List of Attached Documents:
// Content
6,471,640 		9,129,502
c Investments—corporate bonds (attach schedule)....... 4,163,268 Click to see attachment
List of Attached Documents:
// Content
5,421,544 		5,328,294
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) 10,794,279 11,971,446 14,536,058
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........ 10,794,279 11,971,446
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)..... 10,794,279 11,971,446
30 Total liabilities and net assets/fund balances (see instructions). 10,794,279 11,971,446
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
10,794,279
2
Enter amount from Part I, line 27a .....................
2
1,180,282
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,601
4
Add lines 1, 2, and 3 ..........................
4
11,977,162
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,716
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,971,446
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 50000. FRANKLIN CNTY OHIO CONVENTION FACS AUTH   2020-05-13 2025-01-07
b 866. ADVANCED MICRO DEVICES INC W/1     2025-02-14
c 1279. AMPHENOL CORP CL A   2024-06-18 2025-02-14
d 1. ANALOG DEVICES   2024-06-18 2025-02-14
e 2. ARISTA NETWORKS INC   2024-08-09 2025-02-14
1. BROADCOM INC   2021-12-29 2025-02-14
200. INTUIT INC     2025-02-14
1. INTUITIVE SURGICAL INC   2022-12-27 2025-02-14
2. ISHARES S & P MIDCAP 400   2022-09-09 2025-02-14
5. LAM RESH CORP   2024-08-09 2025-02-14
1240. LAM RESH CORP   2023-08-10 2025-02-14
1. MASTERCARD INC   2022-02-16 2025-02-14
1. MICRON TECHNOLOGY INC   2024-05-15 2025-02-14
1. ORACLE CORP   2023-02-16 2025-02-14
1. SPDR INDEX SHS FDS   2022-09-09 2025-02-14
145. THERMO ELECTRON CORP W/1 RT/SH     2025-02-14
1. VALERO ENERGY   2021-11-30 2025-02-14
4. VANGUARD TAX-MANAGED INTL FD     2025-02-14
3. VANGUARD INTL EQUITY INDEX FDS   2022-09-09 2025-02-14
756.00043 ISHARES S & P MIDCAP 400   2024-07-19 2025-04-21
7.99957 ISHARES S & P MIDCAP 400     2025-04-21
638. ISHARES S & P MIDCAP 400   2022-09-09 2025-04-21
4. ISHARES S & P MIDCAP 400   2024-03-19 2025-04-21
223. ISHARES S & P SMALLCAP 600   2024-07-19 2025-04-21
602.99995 ISHARES S & P SMALLCAP 600     2025-04-21
4.00005 ISHARES S & P SMALLCAP 600     2025-04-21
810. BOSTON SCIENTIFIC CORP   2023-08-10 2025-05-07
347. HILTON WORLDWIDE HLDGS INC     2025-05-07
159. INTUITIVE SURGICAL INC   2022-12-27 2025-05-07
58. O REILLY AUTOMOTIVE INC NEW   2022-08-17 2025-05-07
318. T-MOBILE US INC   2022-03-16 2025-05-07
9. VERTEX PHARMACEUTICAL INC   2025-04-21 2025-05-07
150. VERTEX PHARMACEUTICAL INC   2023-03-21 2025-05-07
50000. LENNAR CORP   2024-02-21 2025-05-14
100000. US TREASURY N/B 1.625% 02/15/2026   2021-08-06 2025-05-14
50000. US TREASURY N/B 4.625% 10/15/2026   2024-01-18 2025-05-21
62. ALPHABET INC     2025-06-25
47. AMAZON.COM INC     2025-06-25
17. ANALOG DEVICES   2024-06-18 2025-06-25
41. APOLLO GLOBAL MGMT INC NEW   2025-05-07 2025-06-25
47. APPLE COMPUTER   2023-02-16 2025-06-25
23. APPLIED MATERIALS INC   2023-12-21 2025-06-25
34. ARISTA NETWORKS INC   2024-08-09 2025-06-25
20. ATMOS ENERGY CORP     2025-06-25
6. BERKSHIRE HATHAWAY INC DEL     2025-06-25
1. ING HLDGS INC   2025-02-14 2025-06-25
34. BOSTON SCIENTIFIC CORP   2023-08-10 2025-06-25
40. BROADCOM INC   2021-12-29 2025-06-25
44. COCA-COLA CO     2025-06-25
13. COCA-COLA CO   2024-06-18 2025-06-25
3. COSTCO WHOLESALE CORP   2024-11-22 2025-06-25
8. CROWDSTRIKE HLDGS INC   2025-05-07 2025-06-25
23. DIGITAL REALTY TRUST (REIT)     2025-06-25
29. EMERSON ELECTRIC CO   2025-05-07 2025-06-25
15. FACEBOOK INC CL-A   2024-02-12 2025-06-25
5. GOLDMAN SACHS GROUP INC   2025-02-14 2025-06-25
9. HILTON WORLDWIDE HLDGS INC   2021-08-23 2025-06-25
4. INTUITIVE SURGICAL INC   2022-12-27 2025-06-25
6. ISHARES S & P MIDCAP 400   2024-07-19 2025-06-25
230. ISHARES S & P MIDCAP 400     2025-06-25
44. ISHARES S & P SMALLCAP 600     2025-06-25
13. J P MORGAN CHASE & CO   2025-02-14 2025-06-25
5. LOCKHEED MARTIN (COMMON STOCK)   2024-08-09 2025-06-25
1. MASTERCARD INC   2025-05-07 2025-06-25
12. MASTERCARD INC   2022-02-16 2025-06-25
25. MICROSOFT CORP   2021-08-16 2025-06-25
35. MICRON TECHNOLOGY INC   2024-05-15 2025-06-25
9. NETFLIX INC     2025-06-25
88. NVIDIA CORP   2021-08-10 2025-06-25
21. O REILLY AUTOMOTIVE INC NEW   2025-04-21 2025-06-25
54. ORACLE CORP   2024-06-18 2025-06-25
28. PALANTIR TECHNOLOGIES INC   2025-05-07 2025-06-25
25. PALO ALTO NETWORKS INC   2023-12-21 2025-06-25
9. PARKER HANNIFIN CORP   2022-11-10 2025-06-25
26. QUALCOMM INC   2023-12-21 2025-06-25
23. RTX CORP     2025-06-25
150000. ROPER TECHNOLOGIES INC   2021-07-28 2025-06-25
5. S&P GLOBAL INC   2024-11-22 2025-06-25
202. SPDR INDEX SHS FDS   2022-09-09 2025-06-25
7. SERVICENOW INC   2021-11-30 2025-06-25
1. SHERWIN WILLIAMS CO   2025-05-07 2025-06-25
10. SHERWIN WILLIAMS CO   2024-06-18 2025-06-25
25. SNOWFLAKE INC   2025-02-14 2025-06-25
2. TJX COMPANIES INC W/1 RT/SH   2025-05-07 2025-06-25
35. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-06-25
12. T-MOBILE US INC   2025-04-21 2025-06-25
19. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-05-07 2025-06-25
23. TESLA INC     2025-06-25
14. TEXAS INSTRUMENTS INC.   2024-08-09 2025-06-25
31. VALERO ENERGY   2021-11-30 2025-06-25
524. VANGUARD TAX-MANAGED INTL FD   2022-09-09 2025-06-25
400. VANGUARD INTL EQUITY INDEX FDS     2025-06-25
4. VERTEX PHARMACEUTICAL INC   2023-03-21 2025-06-25
14. VISA INC   2021-08-23 2025-06-25
14. ZOETIS INC   2024-11-22 2025-06-25
17. EATON CORPORATION PLC   2023-03-21 2025-06-25
1. APOLLO GLOBAL MGMT INC NEW   2025-05-07 2025-07-24
1. APPLE COMPUTER   2023-02-16 2025-07-24
1. APPLIED MATERIALS INC   2023-12-21 2025-07-24
1. ARISTA NETWORKS INC   2024-08-09 2025-07-24
1. BERKSHIRE HATHAWAY INC DEL   2025-04-21 2025-07-24
1. BOSTON SCIENTIFIC CORP   2023-08-10 2025-07-24
1. BROADCOM INC   2021-12-29 2025-07-24
1. COCA-COLA CO   2024-06-18 2025-07-24
1. HILTON WORLDWIDE HLDGS INC   2021-08-23 2025-07-24
4. ISHARES S & P MIDCAP 400   2022-09-09 2025-07-24
1. ISHARES S & P SMALLCAP 600   2021-08-16 2025-07-24
97. NETFLIX INC   2022-11-10 2025-07-24
2. NVIDIA CORP   2021-08-10 2025-07-24
24. O REILLY AUTOMOTIVE INC NEW   2025-04-21 2025-07-24
645. O REILLY AUTOMOTIVE INC NEW     2025-07-24
1. ORACLE CORP   2024-06-18 2025-07-24
19. QUALCOMM INC     2025-07-24
625. QUALCOMM INC   2023-12-21 2025-07-24
1. RTX CORP   2025-04-21 2025-07-24
3. SPDR INDEX SHS FDS   2022-09-09 2025-07-24
1. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-07-24
1. TESLA INC   2023-05-09 2025-07-24
1. VALERO ENERGY   2021-11-30 2025-07-24
9. VANGUARD TAX-MANAGED INTL FD   2022-09-09 2025-07-24
6. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-07-24
1. EATON CORPORATION PLC   2023-03-21 2025-07-24
125000. US TREASURY N/B 1.125% 02/15/2031     2025-07-28
5106. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-09-11
3. ALPHABET INC     2025-09-19
2. AMAZON.COM INC     2025-09-19
1. ANALOG DEVICES   2024-06-18 2025-09-19
1. APOLLO GLOBAL MGMT INC NEW   2025-05-07 2025-09-19
2. APPLE COMPUTER   2023-02-16 2025-09-19
1. APPLIED MATERIALS INC   2023-12-21 2025-09-19
1. ARISTA NETWORKS INC   2024-08-09 2025-09-19
1. ATMOS ENERGY CORP   2025-02-14 2025-09-19
1. BERKSHIRE HATHAWAY INC DEL   2025-04-21 2025-09-19
1. BOSTON SCIENTIFIC CORP   2025-09-11 2025-09-19
1. BOSTON SCIENTIFIC CORP   2024-08-09 2025-09-19
1. BROADCOM INC   2021-12-29 2025-09-19
1. COCA-COLA CO   2025-09-11 2025-09-19
1. COCA-COLA CO   2024-06-18 2025-09-19
1. DIGITAL REALTY TRUST (REIT)   2024-08-09 2025-09-19
1. EMERSON ELECTRIC CO   2025-05-07 2025-09-19
1. FACEBOOK INC CL-A   2024-02-12 2025-09-19
1. GOLDMAN SACHS GROUP INC   2025-02-14 2025-09-19
1. HILTON WORLDWIDE HLDGS INC   2025-09-11 2025-09-19
9. ISHARES S & P MIDCAP 400   2022-09-09 2025-09-19
4. ISHARES S & P SMALLCAP 600   2021-08-16 2025-09-19
1. MICROSOFT CORP   2024-08-09 2025-09-19
1. MICRON TECHNOLOGY INC   2024-05-15 2025-09-19
1. NVIDIA CORP   2025-09-11 2025-09-19
2. NVIDIA CORP   2021-08-10 2025-09-19
1. ORACLE CORP   2025-09-11 2025-09-19
447. ORACLE CORP   2024-06-18 2025-09-19
2. PALANTIR TECHNOLOGIES INC     2025-09-19
1. PALO ALTO NETWORKS INC   2023-12-21 2025-09-19
1. PARKER HANNIFIN CORP   2022-11-10 2025-09-19
1. RTX CORP   2024-08-09 2025-09-19
2. SPDR INDEX SHS FDS   2025-09-11 2025-09-19
6. SPDR INDEX SHS FDS   2022-09-09 2025-09-19
1. SNOWFLAKE INC   2025-02-14 2025-09-19
1. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-09-19
1. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-07-24 2025-09-19
1. TEXAS INSTRUMENTS INC.   2024-08-09 2025-09-19
1. VALERO ENERGY   2021-11-30 2025-09-19
24. VANGUARD TAX-MANAGED INTL FD     2025-09-19
8. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-09-19
1. VISA INC   2021-08-23 2025-09-19
1. EATON CORPORATION PLC   2023-03-21 2025-09-19
150000. JPMORGAN CHASE & CO   2021-07-28 2025-09-25
100000. US TREASURY N/B 4.625% 10/15/2026   2025-01-17 2025-10-31
50000. US TREASURY N/B 4.625% 10/15/2026   2024-01-18 2025-10-31
904. ALPHABET INC     2025-11-06
157. AMAZON.COM INC     2025-11-06
51. ANALOG DEVICES   2024-06-18 2025-11-06
1030. APOLLO GLOBAL MGMT INC NEW   2025-05-07 2025-11-06
376. APPLE COMPUTER     2025-11-06
20. APPLIED MATERIALS INC     2025-11-06
548. APPLIED MATERIALS INC   2023-12-21 2025-11-06
339. ARISTA NETWORKS INC   2024-08-09 2025-11-06
84. ATMOS ENERGY CORP   2025-02-14 2025-11-06
145. BROADCOM INC   2021-12-29 2025-11-06
1403. COCA-COLA CO   2024-06-18 2025-11-06
250. CROWDSTRIKE HLDGS INC     2025-11-06
261. DIGITAL REALTY TRUST (REIT)   2024-08-09 2025-11-06
27. EMERSON ELECTRIC CO   2025-05-07 2025-11-06
43. FACEBOOK INC CL-A   2024-02-12 2025-11-06
242. HILTON WORLDWIDE HLDGS INC     2025-11-06
6. LOCKHEED MARTIN (COMMON STOCK)   2025-04-21 2025-11-06
125. LOCKHEED MARTIN (COMMON STOCK)   2024-08-09 2025-11-06
9. MASTERCARD INC   2025-04-21 2025-11-06
303. MASTERCARD INC     2025-11-06
26. MICRON TECHNOLOGY INC     2025-11-06
823. MICRON TECHNOLOGY INC   2024-05-15 2025-11-06
526. NVIDIA CORP     2025-11-06
359. ORACLE CORP     2025-11-06
389. PALANTIR TECHNOLOGIES INC     2025-11-06
6. PARKER HANNIFIN CORP   2025-04-21 2025-11-06
219. PARKER HANNIFIN CORP   2022-11-10 2025-11-06
120. S&P GLOBAL INC     2025-11-06
265. SPDR INDEX SHS FDS   2022-09-09 2025-11-06
81. SERVICENOW INC     2025-11-06
9. SHERWIN WILLIAMS CO   2025-04-21 2025-11-06
253. SHERWIN WILLIAMS CO   2024-06-18 2025-11-06
216. SNOWFLAKE INC   2025-02-14 2025-11-06
212. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-11-06
3. T-MOBILE US INC   2025-04-21 2025-11-06
281. T-MOBILE US INC   2022-03-16 2025-11-06
377. TAIWAN SEMICONDUCTER MFG LTD ADR     2025-11-06
16. TESLA INC     2025-11-06
555. TESLA INC   2023-05-09 2025-11-06
21. TEXAS INSTRUMENTS INC.   2025-04-21 2025-11-06
335. TEXAS INSTRUMENTS INC.   2024-08-09 2025-11-06
23. VALERO ENERGY     2025-11-06
745. VALERO ENERGY   2021-11-30 2025-11-06
1226. VANGUARD TAX-MANAGED INTL FD   2022-09-09 2025-11-06
103. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-11-06
86. VERTEX PHARMACEUTICAL INC   2023-03-21 2025-11-06
108. VISA INC     2025-11-06
340. ZOETIS INC     2025-11-06
13. EATON CORPORATION PLC     2025-11-06
424. EATON CORPORATION PLC   2023-03-21 2025-11-06
120000. CINCINNATI OHIO   2020-05-13 2025-11-18
120000. CINCINNATI OHIO   2020-05-13 2025-11-18
50000. CUYAHOGA CNTY OHIO SALES TAX REV   2020-05-13 2025-11-18
50000. NORTHEAST OHIO REGL SWR DIST WASTEWTR RE   2020-05-13 2025-11-18
50000. TRENTON OHIO WTR SYS REV     2025-11-18
70000. WESTERVILLE OHIO CITY SCH DIST CTFS PART   2020-05-13 2025-11-18
50000. US TREASURY N/B 2.875% 05/15/2032   2023-04-10 2025-11-21
50000. US TREASURY N/B 4.625% 10/15/2026   2025-01-17 2025-11-21
20000. RUSSIA OHIO LOC SCH DIST   2020-05-13 2025-12-01
100000. US TREASURY N/B 4.625% 06/15/2027   2025-11-07 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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 50,000   50,000  
b 98,132   70,913 27,219
c 88,461   88,761 -300
d 212   234 -22
e 217   168 49
233   68 165
116,905   96,783 20,122
590   262 328
128   100 28
415   401 14
102,924   86,263 16,661
566   381 185
100   126 -26
174   95 79
44   46 -2
77,363   80,195 -2,832
133   66 67
207   177 30
137   123 14
40,160   45,837 -5,677
425   481 -56
33,892   31,898 1,994
212   234 -22
20,867   25,482 -4,615
56,426   67,211 -10,785
374   445 -71
84,497   41,679 42,818
82,868   44,465 38,403
84,753   41,639 43,114
80,421   43,115 37,306
80,222   40,310 39,912
3,978   4,313 -335
66,292   45,264 21,028
49,969   50,000 -31
98,109   100,695 -2,586
50,355   50,300 55
10,595   8,750 1,845
9,976   7,811 2,165
3,972   3,979 -7
5,617   5,312 305
9,487   7,310 2,177
4,186   3,701 485
3,258   2,861 397
3,065   2,989 76
2,924   3,027 -103
5,445   5,070 375
3,543   1,749 1,794
10,591   2,704 7,887
3,057   3,182 -125
903   813 90
2,968   2,903 65
3,946   3,368 578
4,038   3,455 583
3,745   3,214 531
10,627   7,124 3,503
3,329   3,307 22
2,269   1,105 1,164
2,091   1,048 1,043
366   395 -29
14,028   11,555 2,473
4,739   4,890 -151
3,679   3,625 54
2,294   2,758 -464
552   560 -8
6,627   4,573 2,054
12,257   7,334 4,923
4,433   4,415 18
11,525   2,703 8,822
13,432   1,761 11,671
1,848   1,900 -52
11,444   7,751 3,693
3,968   3,097 871
5,072   3,759 1,313
6,058   2,693 3,365
4,051   3,685 366
3,238   2,881 357
148,631   149,943 -1,312
2,590   2,572 18
8,896   9,212 -316
7,035   4,639 2,396
342   353 -11
3,415   3,000 415
5,507   4,651 856
246   259 -13
4,303   3,119 1,184
2,767   3,044 -277
4,229   3,297 932
7,506   3,888 3,618
2,854   2,675 179
4,215   2,059 2,156
29,182   21,458 7,724
19,608   16,424 3,184
1,774   1,207 567
4,875   3,284 1,591
2,199   2,490 -291
5,819   2,834 2,985
152   130 22
215   156 59
188   161 27
114   84 30
481   502 -21
107   51 56
287   68 219
69   63 6
268   123 145
256   200 56
113   111 2
113,488   25,392 88,096
346   40 306
2,363   2,171 192
63,513   31,914 31,599
243   144 99
2,991   2,554 437
98,400   88,589 9,811
156   125 31
134   137 -3
126   89 37
302   169 133
142   66 76
523   369 154
306   265 41
380   167 213
107,310   118,185 -10,875
272,547   225,480 47,067
758   443 315
466   333 133
245   234 11
144   130 14
485   311 174
189   161 28
148   84 64
163   149 14
491   502 -11
97   105 -8
97   76 21
344   68 276
66   68 -2
66   63 3
173   149 24
131   111 20
775   475 300
802   661 141
266   274 -8
589   450 139
477   443 34
512   404 108
162   126 36
176   178 -2
352   40 312
302   321 -19
135,096   64,161 70,935
365   320 45
206   150 56
749   299 450
157   115 42
91   92 -1
274   274  
228   186 42
140   89 51
264   241 23
179   191 -12
162   66 96
1,429   1,006 423
431   353 78
340   235 105
372   167 205
149,055   152,120 -3,065
100,824   100,346 478
50,412   50,207 205
257,414   123,838 133,576
38,200   25,880 12,320
11,847   11,936 -89
134,272   133,444 828
101,866   56,675 45,191
4,686   2,729 1,957
128,410   88,172 40,238
45,448   28,526 16,922
14,839   12,494 2,345
51,423   9,802 41,621
96,361   87,747 8,614
130,930   117,322 13,608
43,972   39,012 4,960
3,575   2,993 582
26,809   20,423 6,386
63,832   29,535 34,297
2,799   2,730 69
58,319   68,939 -10,620
4,952   4,561 391
166,714   104,547 62,167
6,168   1,742 4,426
195,236   103,818 91,418
98,930   10,516 88,414
87,294   31,894 55,400
68,542   53,181 15,361
5,031   3,248 1,783
183,638   65,517 118,121
58,730   60,722 -1,992
11,949   12,085 -136
69,340   52,185 17,155
3,007   2,904 103
84,518   75,901 8,617
57,138   40,185 16,953
30,176   18,895 11,281
603   761 -158
56,444   35,619 20,825
108,740   84,420 24,320
7,102   3,639 3,463
246,348   93,749 152,599
3,384   3,014 370
53,989   63,998 -10,009
4,070   2,503 1,567
131,829   49,483 82,346
73,879   50,205 23,674
5,610   4,548 1,062
35,723   25,951 9,772
36,191   24,303 11,888
41,055   59,832 -18,777
4,862   3,445 1,417
158,589   70,690 87,899
119,460   122,144 -2,684
117,888   121,498 -3,610
48,550   50,000 -1,450
47,543   51,012 -3,469
49,959   50,000 -41
68,671   72,584 -3,913
47,430   48,411 -981
50,426   50,163 263
20,000   20,264 -264
101,605   101,526 79
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
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      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
      607
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        
b       27,219
c       -300
d       -22
e       49
      165
      20,122
      328
      28
      14
      16,661
      185
      -26
      79
      -2
      -2,832
      67
      30
      14
      -5,677
      -56
      1,994
      -22
      -4,615
      -10,785
      -71
      42,818
      38,403
      43,114
      37,306
      39,912
      -335
      21,028
      -31
      -2,586
      55
      1,845
      2,165
      -7
      305
      2,177
      485
      397
      76
      -103
      375
      1,794
      7,887
      -125
      90
      65
      578
      583
      531
      3,503
      22
      1,164
      1,043
      -29
      2,473
      -151
      54
      -464
      -8
      2,054
      4,923
      18
      8,822
      11,671
      -52
      3,693
      871
      1,313
      3,365
      366
      357
      -1,312
      18
      -316
      2,396
      -11
      415
      856
      -13
      1,184
      -277
      932
      3,618
      179
      2,156
      7,724
      3,184
      567
      1,591
      -291
      2,985
      22
      59
      27
      30
      -21
      56
      219
      6
      145
      56
      2
      88,096
      306
      192
      31,599
      99
      437
      9,811
      31
      -3
      37
      133
      76
      154
      41
      213
      -10,875
      47,067
      315
      133
      11
      14
      174
      28
      64
      14
      -11
      -8
      21
      276
      -2
      3
      24
      20
      300
      141
      -8
      139
      34
      108
      36
      -2
      312
      -19
      70,935
      45
      56
      450
      42
      -1
       
      42
      51
      23
      -12
      96
      423
      78
      105
      205
      -3,065
      478
      205
      133,576
      12,320
      -89
      828
      45,191
      1,957
      40,238
      16,922
      2,345
      41,621
      8,614
      13,608
      4,960
      582
      6,386
      34,297
      69
      -10,620
      391
      62,167
      4,426
      91,418
      88,414
      55,400
      15,361
      1,783
      118,121
      -1,992
      -136
      17,155
      103
      8,617
      16,953
      11,281
      -158
      20,825
      24,320
      3,463
      152,599
      370
      -10,009
      1,567
      82,346
      23,674
      1,062
      9,772
      11,888
      -18,777
      1,417
      87,899
      -2,684
      -3,610
      -1,450
      -3,469
      -41
      -3,913
      -981
      263
      -264
      79
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,811,452
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 27,473
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 27,473
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 27,473
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,470
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 6,470
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 21,003
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 384-7302

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
THOMAS H LINCOLN BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
ALICE J LINCOLN BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
DENNIS HANWELL BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
MICHAEL J SHORT BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
WILLIAM B YOUNG BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
HUNTINGTON NATIONAL BANK TRUSTEE
1 		112,353    
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
13,572,683
b
Average of monthly cash balances.......................
1b
116,381
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
13,689,064
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
13,689,064
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
205,336
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,483,728
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
674,186
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
674,186
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
27,473
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
27,473
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
646,713
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
646,713
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
646,713
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
800,127
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
800,127
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 7 646,713
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
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...... 73,263
e From 2024...... 0
f Total of lines 3a through e ........ 73,263
4Qualifying distributions for 2025 from Part
XI, line 4: $ 800,127
a Applied to 2024, but not more than line 2a 0
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..... 646,713
e Remaining amount distributed out of corpus 153,414
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 5 226,677
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 ...... 		226,677
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 73,263
d Excess from 2024 .... 0
e Excess from 2025 .... 153,414
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BOARD OF MANAGERS CO HUNTINGTON BA
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
(330) 384-7302
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST TO BOARD OF MANAGERS OR TRUSTEE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED STATEMENT
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

AKRON CHILDRENS HOSPITAL FOUNDATION

1 PERKINS SQUARE
AKRON,OH443081063 		NONE   GENERAL OPERATING 250,000

MAIN STREET MEDINA INC

39 PUBLIC SQ 305
MEDINA,OH44256 		NONE   GENERAL OPERATING 22,000

HOSPICE OF THE WESTERN RESERVE INC

17876 SAINT CLAIR AVE
CLEVELAND,OH441102602 		NONE   GENERAL OPERATING 200,000

MEDINA CREATIVE HOUSING INC

232 N COURT ST
MEDINA,OH442561925 		NONE   GENERAL OPERATING 10,000

FELLOWSHIP BAPTIST CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE   GENERAL OPERATING 1,500

CITY OF MEDINA

132 NORTH ELMWOOD
MEDINA,OH44256 		NONE   GENERAL OPERATING 141,000

MIRACLE LEAGUE OF NORTHEAST OHIO

PO BOX 1966
MEDINA,OH442581966 		NONE   GENERAL OPERATING 32,500

MEDINA COUNTY SHERIFF'S OFFICE

555 INDEPENDENCE DR
MEDINA,OH44256 		NONE   GENERAL OPERATING 80,000

SECOND BAPTIST CHURCH

451 BRONSON ST
MEDINA,OH44256 		NONE   GENERAL OPERATING 5,500
Total ................................. 3a 742,500
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 ....     14 234,544  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,811,452  
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) ..   2,045,996  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,045,996
(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:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
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:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
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:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Name of Bond End of Year Book Value End of Year Fair Market Value
912828P46 US TREASURY N/B 1.62    
46625HRS1 JPMORGAN CHASE & CO    
172217YW5 CINCINNATI OHIO    
960030BA1 WESTERVILLE OHIO CIT    
032654AN5 ANALOG DEVICES INC 153,306 149,547
172217YZ8 CINCINNATI OHIO    
009158AY2 AIR PRODS & CHEMS IN 151,588 146,208
23338VAN6 DTE ELEC CO 151,770 143,703
895202BQ1 TRENTON OHIO WTR SYS    
808513BS3 SCHWAB CHARLES CORP 153,603 135,622
70450YAH6 PAYPAL HLDGS INC 153,710 138,853
91282CCR0 UNITED STATES TREAS 196,740 187,664
232287DQ2 CUYAHOGA CNTY OHIO S    
353174GH2 FRANKLIN CNTY OHIO C    
663903HK1 NORTHEAST OHIO REGL    
783068CW7 RUSSIA OHIO LOC SCH 65,858 64,615
29736RAP5 ESTEE LAUDER COS INC 155,017 140,393
67066GAN4 NVIDIA CORP 151,147 134,839
776743AM8 ROPER TECHNOLOGIES I    
91282CBL4 US TREASURY N/B 1.12    
291011BN3 EMERSON ELEC CO 151,815 136,030
74460WAD9 PUBLIC STORAGE 151,316 143,284
91282CEV9 US TREASURY N/B 3.25 123,216 123,594
91282CEP2 US TREASURY N/B 2.87 95,875 94,344
91282CEW7 US TREASURY N/B 3.25 49,089 49,828
91282CGQ8 US TREASURY N/B 4% 0 76,234 75,979
91282CHR5 US TREASURY N/B 4% 0 199,792 202,594
526057BV5 LENNAR CORP    
594918CQ5 MICROSOFT CORP 152,931 149,641
91282CFV8 US TREASURY N/B 4.12 124,772 126,523
91282CJC6 US TREASURY N/B 4.62    
91282CJJ1 US TREASURY N/B 4.5% 125,466 129,185
91282CJN2 US TREASURY N/B 4.37 301,916 306,832
91282CKX8 US TREASURY N/B 4.25 152,296 153,223
00440KAC7 ACCENTURE CAP INC 124,994 124,951
12572QAL9 CME GROUP INC 126,541 126,532
427866BJ6 HERSHEY CO 125,825 125,361
49177JAK8 KENVUE INC 98,073 101,935
67103HAJ6 O REILLY AUTOMOTIVE 124,415 124,587
754730AJ8 RAYMOND JAMES FINL I 74,369 74,829
91282CFU0 US TREASURY N/B 4.12 99,586 101,109
91282CHT1 US TREASURY N/B 3.87 274,152 273,002
91282CKT7 US TREASURY N/B 4.5% 103,013 102,898
91282CKV2 US TREASURY N/B 4.62 253,816 253,994
91282CMR9 US TREASURY N/B 4.12 322,621 329,786
91282CNC1 US TREASURY N/B 4.25 177,021 176,688
91282CNG2 US TREASURY N/B 4% 0 227,588 227,953
91282CNH0 US TREASURY N/B 3.87 252,073 252,168

TY 2025 InvestmentsCorpStockSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Name of Stock End of Year Book Value End of Year Fair Market Value
43300A203 HILTON WORLDWIDE HLD    
461202103 INTUIT    
67066G104 NVIDIA CORP 36,007 312,015
88160R101 TESLA INC    
464287804 ISHARES TR 318,029 332,057
30303M102 FACEBOOK INC CL-A 115,211 221,130
007903107 ADVANCED MICRO DEVIC 165,567 147,556
46120E602 INTUITIVE SURGICAL I 103,287 136,493
81762P102 SERVICENOW INC 48,682 78,893
038222105 APPLIED MATLS INC    
594918104 MICROSOFT CORP 184,461 306,615
747525103 QUALCOMM INC 53,349 52,683
91913Y100 VALERO ENERGY CORP N    
02079K305 ALPHABET INC 187,727 383,425
64110L106 NETFLIX INC 61,944 135,014
883556102 THERMO FISHER SCIENT    
11135F101 BROADCOM INC 54,231 292,801
68389X105 ORACLE CORP 43,626 104,082
92826C839 VISA INC 49,746 85,924
023135106 AMAZON COM INC 158,301 232,897
533900106 LINCOLN ELEC HLDGS I 201,348 670,992
037833100 APPLE INC 115,238 211,779
872590104 T-MOBILE US INC    
922042858 VANGUARD INTL EQUITY 196,062 252,995
67103H107 O REILLY AUTOMOTIVE 117,534 112,644
701094104 PARKER-HANNIFIN CORP    
78463X749 SPDR INDEX SHS FDS 214,237 214,115
464287507 ISHARES TR 309,275 403,590
57636Q104 MASTERCARD INC    
921943858 VANGUARD TAX-MANAGED 571,409 829,164
101137107 BOSTON SCIENTIFIC CO 114,320 149,700
697435105 PALO ALTO NETWORKS I 96,277 115,678
872540109 TJX COS INC NEW 64,329 109,370
92532F100 VERTEX PHARMACEUTICA    
G29183103 EATON CORP PLC    
032095101 AMPHENOL CORP NEW    
032654105 ANALOG DEVICES INC 85,589 100,073
040413205 ARISTA NETWORKS INC 42,584 68,267
191216100 COCA COLA CO    
22160K105 COSTCO WHOLESALE COR 123,445 112,104
253868103 DIGITAL RLTY TR INC 44,991 46,568
512807306 LAM RESEARCH CORP    
539830109 LOCKHEED MARTIN CORP    
595112103 MICRON TECHNOLOGY IN    
75513E101 RTX CORP 115,911 157,724
78409V104 S&P GLOBAL INC    
824348106 SHERWIN WILLIAMS CO    
882508104 TEXAS INSTRS INC    
98978V103 ZOETIS INC    
00287Y109 ABBVIE INC 70,220 73,574
025537101 AMERICAN ELEC PWR CO 129,675 124,535
03027X100 AMERICAN TOWER CORP 51,688 50,389
049560105 ATMOS ENERGY CORP 62,025 69,902
084670702 BERKSHIRE HATHAWAY I 109,957 113,599
09857L108 ING HLDGS INC 40,558 42,843
219350105 CORNING INC 82,908 83,270
22788C105 CROWDSTRIKE HLDGS IN 41,261 45,938
291011104 EMERSON ELEC CO 77,251 92,506
30231G102 EXXON MOBIL CORP 90,424 95,430
337738108 FISERV INC 28,881 31,234
369604301 GENERAL ELEC CO 192,061 193,443
38141G104 GOLDMAN SACHS GROUP 131,012 167,889
458140100 INTEL CORP 93,238 92,176
46625H100 JPMORGAN CHASE & CO 197,392 215,887
532457108 LILLY ELI & CO 107,931 125,738
55261F104 M&T BK CORP 79,714 87,845
69608A108 PALANTIR TECHNOLOGIE 60,391 97,052
773903109 ROCKWELL AUTOMATION 84,820 87,930
806857108 SLB LTD 69,255 72,653
833445109 SNOWFLAKE INC 73,655 86,867
863667101 STRYKER CORP 101,374 100,872
874039100 TAIWAN SEMICONDUCTOR 65,415 114,567
902973304 US BANCORP DEL 69,234 78,973
90384S303 ULTA BEAUTY INC 94,939 112,532
931142103 WAL MART STORES INC 100,827 109,627
G54950103 LINDE PLC 61,884 63,532
H1467J104 CHUBB LTD 110,933 122,351

TY 2025 OtherDecreasesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Description Amount
CY PURCHASE OF ACCRUED INTEREST 5,198
ROC ON CY SALES 518


TY 2025 OtherExpensesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
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:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Description Amount
MUTUAL FUND TIMING ADJ 1,996
PY PURCHASE OF ACCRUED INTEREST 604
ROUNDING 1


TY 2025 TaxesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,472 1,472   0
FEDERAL TAX PAYMENT - PRIOR YE 297 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,470 0   0
FOREIGN TAXES ON NONQUALIFIED 1,172 1,172   0