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
VIRGINIA GORMAN TRUST
 
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

55-6091154
B Telephone number (see instructions)

3043485035
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)$5,992,606J 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... 114,668 113,810  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 166,578
b Gross sales price for all assets on line 6a 1,525,666
7 Capital gain net income (from Part IV, line 2)... 166,578
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........ 281,246 280,388  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,944 20,410   20,472
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
17,245 1,671   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
1,081 503    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,520 22,584 0 21,722
25 Contributions, gifts, grants paid....... 234,939 234,939
26 Total expenses and disbursements. Add lines 24 and 25 ................ 295,459 22,584 0 256,661
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,213
b Net investment income (if negative, enter -0-) 257,804
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............. -19,294 -19,570 -19,570
2 Savings and temporary cash investments......... 223,546 198,052 198,052
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)....... 3,898,007 Click to see attachment
List of Attached Documents:
// Content
4,032,354 		5,713,984
c Investments—corporate bonds (attach schedule)....... 221,493 Click to see attachment
List of Attached Documents:
// Content
98,229 		100,138
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2 Click to see attachment
List of Attached Documents:
// Content
2 		2
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) 4,323,754 4,309,067 5,992,606
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........ 4,323,754 4,309,067
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)..... 4,323,754 4,309,067
30 Total liabilities and net assets/fund balances (see instructions). 4,323,754 4,309,067
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
4,323,754
2
Enter amount from Part I, line 27a .....................
2
-14,213
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,309,541
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
474
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,309,067
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. NUTRIEN LTD   2015-03-26 2025-04-01
b 223. ADVANCED MICRO DEVICES INC W/1   2024-12-02 2025-07-11
c 164. ADVANCED MICRO DEVICES INC W/1   2024-10-30 2025-07-11
d 194. ALPHABET INC     2025-07-11
e 2. DIGITAL REALTY TRUST (REIT)   2024-12-02 2025-07-11
1514.11 DRIEHAUS MUT FDS   2024-10-30 2025-07-11
958.79 FIRST EAGLE FDS   2022-09-14 2025-07-11
46. ELI LILLY & CO   2022-03-07 2025-07-11
64. LOCKHEED MARTIN (COMMON STOCK)     2025-07-11
196. M & T BANK CORP   2024-10-30 2025-07-11
18. MICROSOFT CORP   2012-02-01 2025-07-11
260. NVIDIA CORP   2020-03-19 2025-07-11
1. QUALCOMM INC   2024-10-30 2025-07-11
2. THERMO ELECTRON CORP W/1 RT/SH   2017-04-18 2025-07-11
1086. VERIZON COMMUNICATIONS     2025-07-11
2623.27 VICTORY PORTFOLIOS   2024-10-30 2025-07-11
2645.35 VICTORY PORTFOLIOS     2025-07-11
218. ZOETIS INC     2025-07-11
154. ACCENTURE PLC     2025-07-11
1. ALPHABET INC   2016-09-01 2025-07-18
1. AMERICAN ELECTRIC POWER CO INC   2022-06-08 2025-07-18
1. ANALOG DEVICES   2020-03-11 2025-07-18
1. APPLE COMPUTER   2010-09-13 2025-07-18
1. BERKSHIRE HATHAWAY INC DEL   2024-10-30 2025-07-18
1. BOSTON SCIENTIFIC CORP   2023-06-14 2025-07-18
1. BROADCOM INC   2015-11-11 2025-07-18
7.45 COHEN & STEERS REAL ESTATE SECS FD   2024-12-02 2025-07-18
79. CROWDSTRIKE HLDGS INC     2025-07-18
19.62 CULLEN FDS TR   2024-10-30 2025-07-18
4458.81 DRIEHAUS MUT FDS   2024-10-30 2025-07-18
261. EOG RESOURCES INC     2025-07-18
1. EQT CORP   2025-07-11 2025-07-18
1. EXXON MOBIL CORP COM   2021-10-20 2025-07-18
7. FIDELITY COVINGTON TR   2025-07-11 2025-07-18
11.26 FIRST EAGLE FDS   2022-09-14 2025-07-18
1. GENERAL ELEC CO   2024-10-30 2025-07-18
1. INTEL CORP.   2024-12-02 2025-07-18
1. NVIDIA CORP   2020-03-19 2025-07-18
1. O REILLY AUTOMOTIVE INC NEW   2017-10-12 2025-07-18
1. ORACLE CORP   2023-03-15 2025-07-18
1. PALO ALTO NETWORKS INC   2024-10-30 2025-07-18
170. PROCTER & GAMBLE CO     2025-07-18
200. PROCTER & GAMBLE CO     2025-07-18
1. RTX CORP   2021-12-09 2025-07-18
1. ROCKWELL INTL CORP NEW   2024-10-30 2025-07-18
2. T-MOBILE US INC   2025-07-11 2025-07-18
229. T-MOBILE US INC     2025-07-18
54. THERMO ELECTRON CORP W/1 RT/SH     2025-07-18
1. US BANCORP DEL NEW   2024-10-30 2025-07-18
1. VALERO ENERGY   2025-07-11 2025-07-18
388. VALERO ENERGY     2025-07-18
1. ADVANCED MICRO DEVICES INC W/1   2024-10-30 2025-09-11
1. AMAZON.COM INC   2019-12-05 2025-09-11
1. ARISTA NETWORKS INC   2025-07-11 2025-09-11
1. BOSTON SCIENTIFIC CORP   2023-06-14 2025-09-11
3.86 COHEN & STEERS REAL ESTATE SECS FD   2024-12-02 2025-09-11
9883.12 CULLEN FDS TR   2024-10-30 2025-09-11
842. EQT CORP   2025-07-11 2025-09-11
479. ELECTRONIC ARTS INC     2025-09-11
4. FIDELITY COVINGTON TR   2025-07-11 2025-09-11
1. INTEL CORP.   2024-12-02 2025-09-11
1. NVIDIA CORP   2020-03-19 2025-09-11
1. O REILLY AUTOMOTIVE INC NEW   2017-10-12 2025-09-11
1. PALANTIR TECHNOLOGIES INC   2025-07-18 2025-09-11
171. SALESFORCE INC     2025-09-11
106. SHERWIN WILLIAMS CO     2025-09-11
1. TJX COMPANIES INC W/1 RT/SH   2024-10-30 2025-09-11
1. ULTA BEAUTY INC   2025-07-18 2025-09-11
1. WAL-MART STORES, INC.   2024-10-30 2025-09-11
1. CHUBB LTD   2020-05-01 2025-09-11
75000. US TREASURY N/B 3.5% 09/15/2025   2022-10-11 2025-09-15
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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   49,957 43
b 32,774   31,548 1,226
c 24,103   24,481 -378
d 34,969   6,279 28,690
e 338   384 -46
33,311   36,187 -2,876
28,265   21,649 6,616
35,923   12,046 23,877
29,772   26,580 3,192
39,641   38,832 809
9,083   538 8,545
43,170   1,397 41,773
158   168 -10
870   305 565
45,221   46,407 -1,186
122,375   136,331 -13,956
123,406   131,363 -7,957
33,836   38,992 -5,156
43,314   54,499 -11,185
186   40 146
106   101 5
243   96 147
211   10 201
474   456 18
104   53 51
287   12 275
133   140 -7
37,060   26,896 10,164
282   253 29
100,680   106,566 -5,886
30,844   33,093 -2,249
58   55 3
110   83 27
243   242 1
331   254 77
266   175 91
23   24 -1
173   5 168
92   14 78
248   82 166
196   180 16
26,390   28,251 -1,861
31,047   26,905 4,142
152   86 66
356   268 88
455   455  
52,128   32,453 19,675
22,766   21,126 1,640
45   49 -4
147   153 -6
57,169   30,392 26,777
159   161 -2
231   87 144
153   108 45
105   53 52
69   73 -4
151,113   127,393 23,720
42,841   46,419 -3,578
81,183   71,532 9,651
144   139 5
25   24 1
178   5 173
106   14 92
166   154 12
42,058   56,565 -14,507
38,247   40,046 -1,799
140   113 27
514   493 21
101   82 19
277   103 174
75,000   73,307 1,693
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
      23,626
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       43
b       1,226
c       -378
d       28,690
e       -46
      -2,876
      6,616
      23,877
      3,192
      809
      8,545
      41,773
      -10
      565
      -1,186
      -13,956
      -7,957
      -5,156
      -11,185
      146
      5
      147
      201
      18
      51
      275
      -7
      10,164
      29
      -5,886
      -2,249
      3
      27
      1
      77
      91
      -1
      168
      78
      166
      16
      -1,861
      4,142
      66
      88
       
      19,675
      1,640
      -4
      -6
      26,777
      -2
      144
      45
      52
      -4
      23,720
      -3,578
      9,651
      5
      1
      173
      92
      12
      -14,507
      -1,799
      27
      21
      19
      174
      1,693
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 166,578
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 3,583
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 3,583
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 3,583
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,529
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 3,529
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 54
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)
WV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (304) 348-5035

Located at900 LEE STREET EASTCHARLESTONWV ZIP+425301
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 		40,944    
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
5,489,941
b
Average of monthly cash balances.......................
1b
179,816
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,669,757
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,669,757
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
85,046
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,584,711
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
279,236
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
279,236
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,583
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,583
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
275,653
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
275,653
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
275,653
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
256,661
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
256,661
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 7 275,653
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...... 2,895
b From 2021...... 0
c From 2022...... 32,400
d From 2023...... 40,699
e From 2024...... 15,847
f Total of lines 3a through e ........ 91,841
4Qualifying distributions for 2025 from Part
XI, line 4: $ 256,661
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..... 256,661
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 18,992 18,992
(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 72,849
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 ...... 		72,849
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 16,303
c Excess from 2023 .... 40,699
d Excess from 2024 .... 15,847
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF CHARLESTON

2300 MACCORKLE AVE SE
CHARLESTON,WV253041099 		NONE   GENERAL SUPPORT 234,939
Total ................................. 3a 234,939
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 ....     14 114,668  
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 ............ 		    18 166,578  
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) ..   281,246  
13Total. Add line 12, columns (b), (d), and (e)..................
13
281,246
(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:
VIRGINIA GORMAN TRUST
EIN:
55-6091154
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 InvestmentsCorpBondsSchedule
Name:
VIRGINIA GORMAN TRUST
EIN:
55-6091154
Name of Bond End of Year Book Value End of Year Fair Market Value
67077MAD0 NUTRIEN LTD    
91282CFK2 US TREASURY N/B 3.5%    
91159HHS2 U S BANCORP MEDIUM T 98,229 100,138

TY 2025 InvestmentsCorpStockSchedule
Name:
VIRGINIA GORMAN TRUST
EIN:
55-6091154
Name of Stock End of Year Book Value End of Year Fair Market Value
023135106 AMAZON COM INC 97,752 145,647
02079K305 ALPHABET INC 95,978 239,445
594918104 MICROSOFT CORP 21,951 191,997
91913Y100 VALERO ENERGY CORP N    
032654105 ANALOG DEVICES INC 38,432 62,376
532457108 LILLY ELI & CO 23,241 78,452
592905749 METROPOLITAN WEST FD 63,050 60,775
742718109 PROCTER & GAMBLE CO    
037833100 APPLE INC 22,773 132,396
539830109 LOCKHEED MARTIN CORP    
67103H107 O REILLY AUTOMOTIVE 16,869 70,505
72201F490 PIMCO FDS 81,330 79,803
22160K105 COSTCO WHOLESALE COR 40,835 69,850
543916688 LORD ABBETT INVT TR 11,466 10,620
883556102 THERMO FISHER SCIENT    
92826C839 VISA INC 16,304 54,009
46625H100 JPMORGAN CHASE & CO 88,695 135,332
67066G104 NVIDIA CORP 5,621 195,079
78464A359 SPDR SER TR 34,698 62,440
H1467J104 CHUBB LTD 42,253 76,469
11135F101 BROADCOM INC 7,719 183,433
31420B847 FEDERATED HERMES INS 42,359 42,507
46120E602 INTUITIVE SURGICAL I 57,004 84,954
92646A831 VICTORY PORTFOLIOS    
75513E101 RTX CORP 62,175 98,669
30231G102 EXXON MOBIL CORP 45,111 59,568
543487136 LOOMIS SAYLES FDS II 61,000 60,890
922907845 VANGUARD MUN BD FDS 21,055 21,149
32008F200 FIRST EAGLE FDS 403,923 482,600
025537101 AMERICAN ELEC PWR CO 63,549 77,834
872590104 T-MOBILE US INC    
049560105 ATMOS ENERGY CORP 30,588 43,751
101137107 BOSTON SCIENTIFIC CO 76,582 93,634
30303M102 FACEBOOK INC CL-A 90,500 137,959
316188309 FIDELITY MERRIMACK S 27,446 27,624
40168W483 GUGGENHEIM FDS TR 10,000 10,465
64110L106 NETFLIX INC 34,585 84,384
68389X105 ORACLE CORP 27,825 65,100
72201F623 PIMCO FDS 30,000 29,156
922031737 VANGUARD FIXED INCOM 30,000 28,929
007903107 ADVANCED MICRO DEVIC 68,824 92,089
03027X100 AMERICAN TOWER CORP 37,898 31,603
084670702 BERKSHIRE HATHAWAY I 66,115 70,874
191912401 COHEN & STEERS REAL 138,313 127,736
22788C105 CROWDSTRIKE HLDGS IN 29,582 28,594
230001752 CULLEN FDS TR 136,686 171,635
253868103 DIGITAL RLTY TR INC 35,523 28,621
262028731 DRIEHAUS SMALL CAP G    
26875P101 EOG RES INC    
285512109 ELECTRONIC ARTS INC    
291011104 EMERSON ELEC CO 53,472 57,866
337738108 FISERV INC 61,099 19,546
369604301 GENERAL ELEC CO 70,313 121,056
458140100 INTEL CORP 37,291 57,712
55261F104 M&T BK CORP 59,101 55,206
697435105 PALO ALTO NETWORKS I 73,347 72,391
747525103 QUALCOMM INC 31,562 32,671
773903109 ROCKWELL AUTOMATION 39,744 54,859
79466L302 SALESFORCE.COM INC    
81762P102 SERVICENOW INC 64,320 49,021
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 68,138 63,265
872540109 TJX COS INC NEW 53,974 68,356
902973304 US BANCORP DEL 48,083 49,411
92343V104 VERIZON COMMUNICATIO    
931142103 WAL MART STORES INC 53,750 68,517
98978V103 ZOETIS INC    
G1151C101 ACCENTURE PLC-CL A    
G54950103 LINDE PLC 43,811 40,081
00287Y109 ABBVIE INC 38,705 45,926
040413205 ARISTA NETWORKS INC 35,204 42,585
09857L108 ING HLDGS INC 28,592 26,777
219350105 CORNING INC 45,398 52,011
31609A503 FIDELITY COVINGTON T 242,649 254,842
38141G104 GOLDMAN SACHS GROUP 84,516 105,480
56170L208 HOOD RIVER SMALL CAP 201,844 225,439
69608A108 PALANTIR TECHNOLOGIE 52,362 60,613
806857108 SLB LTD 42,967 45,404
833445109 SNOWFLAKE INC 52,844 54,401
874039100 TAIWAN SEMICONDUCTOR 56,468 71,414
90384S303 ULTA BEAUTY INC 57,190 70,181

TY 2025 InvestmentsOtherSchedule2
Name:
VIRGINIA GORMAN TRUST
EIN:
55-6091154
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OG8001074 MIN-POCA FK LT SANDY AT COST 1 1
OG8001033 1/10 MIN INT 264 3/4 AT COST 1 1

TY 2025 OtherDecreasesSchedule
Name:
VIRGINIA GORMAN TRUST
EIN:
55-6091154
Description Amount
MUTUAL FUND TIMING ADJ 85
ROC ON CY SALES 389


TY 2025 OtherExpensesSchedule
Name:
VIRGINIA GORMAN TRUST
EIN:
55-6091154
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISC RENTAL EXPENSE 500 500   0
MISC RENTAL TAX 3 3   0
MISC CEMETERY EXPENSE 578 0   0


TY 2025 TaxesSchedule
Name:
VIRGINIA GORMAN TRUST
EIN:
55-6091154
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 892 892   0
FEDERAL TAX PAYMENT - PRIOR YE 12,045 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,529 0   0
FOREIGN TAXES ON NONQUALIFIED 779 779   0