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
BRUSH FOUNDATION TA
 
Number and street (or P.O. box number if mail is not delivered to street address) 4900 TIEDEMAN ROAD OH-01-49-0381
 
Room/suite
City or town
BROOKLYN
State or province
OH
Country  
ZIP or foreign postal code
44144
A Employer identification number

34-6000445
B Telephone number (see instructions)

2166890416
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)$9,144,108
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 212,723 212,546  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,397,794
b Gross sales price for all assets on line 6a 7,706,272
7 Capital gain net income (from Part IV, line 2)... 1,397,794
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)....... 114,230 114,230  
12 Total. Add lines 1 through 11........ 1,724,747 1,724,570  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,444 19,833   6,611
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,050 0 0 1,050
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 14,117 4,927   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)....... 53,590 14,950   38,640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,201 39,710 0 46,301
25 Contributions, gifts, grants paid....... 367,000 367,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 462,201 39,710 0 413,301
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,262,546
b Net investment income (if negative, enter -0-) 1,684,860
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......... 190,972 260,914 260,914
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,303,656 Click to see attachment
List of Attached Documents:
// Content
8,508,799
8,883,194
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) 7,494,628 8,769,713 9,144,108
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........ 7,494,628 8,769,713
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)..... 7,494,628 8,769,713
30 Total liabilities and net assets/fund balances (see instructions). 7,494,628 8,769,713
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
7,494,628
2
Enter amount from Part I, line 27a .....................
2
1,262,546
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
12,546
4
Add lines 1, 2, and 3 ..........................
4
8,769,720
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
7
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,769,713
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 1733. AES CORP   2024-12-17 2025-08-08
b 422. AES CORP   2025-05-08 2025-08-08
c 391. AT&T INC   2023-03-29 2025-05-08
d 946. AT&T INC   2023-03-29 2025-08-08
e 292. AKAMAI TECHNOLOGIES INC   2024-12-17 2025-08-08
40. AKAMAI TECHNOLOGIES INC   2025-05-08 2025-08-08
176. AMENTUM HOLDINGS INC   2023-12-08 2025-05-08
.26 AMENTUM HOLDINGS INC   2023-12-08 2025-05-16
2.56 AMENTUM HOLDINGS INC   2025-05-08 2025-08-08
10.44 AMENTUM HOLDINGS INC   2023-12-08 2025-08-08
8. ANTHEM INC   2025-05-08 2025-08-08
54. ANTHEM INC   2024-01-25 2025-08-08
77. BANK OF NEW YORK MELLON CORP   2018-03-27 2025-05-08
319. BANK OF NEW YORK MELLON CORP   2018-03-27 2025-08-08
10. BEST BUY INC   2025-05-08 2025-08-08
354. BEST BUY INC   2023-12-08 2025-08-08
494.44 BOSTON TRUST WALDEN MID CAP FUND   2021-08-06 2025-05-08
15744.07 BOSTON TRUST WALDEN MID CAP FUND   2020-06-30 2025-08-08
17411.35 BROWN ADVISORY SUSTAINABLE BOND FUND   2024-12-17 2025-08-08
23419.2 BROWN ADVISORY SUSTAINABLE BOND FUND   2024-01-25 2025-08-08
43. CBRE GROUP INC   2023-12-08 2025-05-08
205. CBRE GROUP INC   2023-12-08 2025-08-08
17. C H ROBINSON WORLDWIDE INC COM   2024-12-17 2025-05-08
258. C H ROBINSON WORLDWIDE INC COM   2024-12-17 2025-08-08
1. CIGNA CORP   2025-05-08 2025-08-08
81. CIGNA CORP   2024-01-25 2025-08-08
1. CSX CORP COM   2023-12-08 2025-05-08
965.8 CALVERT SMALL CAP FUND   2022-03-29 2025-05-08
10124.14 CALVERT SMALL CAP FUND   2019-11-12 2025-08-08
2448.65 CALVERT EMG MKTS EQUITY-I #1368   2025-05-08 2025-08-08
24313.2 CALVERT EMG MKTS EQUITY-I #1368   2019-11-12 2025-08-08
109. CISCO SYS INC COM   2018-03-27 2025-05-08
434. CISCO SYS INC COM   2018-03-27 2025-08-08
34. COLGATE PALMOLIVE   2023-09-12 2025-05-08
289. COLGATE PALMOLIVE   2023-09-12 2025-08-08
12. CUMMINS INC   2018-03-27 2025-05-08
88. CUMMINS INC   2018-03-27 2025-08-08
70. DAVITA INC   2024-01-25 2025-05-08
174. DAVITA INC   2024-01-25 2025-08-08
11. DIGITAL REALTY TRUST INC   2024-12-17 2025-05-08
176. DIGITAL REALTY TRUST INC   2024-12-17 2025-08-08
308. DOW INC   2025-05-08 2025-08-08
458. DOW INC   2023-12-08 2025-08-08
102. EBAY INC   2024-01-25 2025-05-08
437. EBAY INC   2024-01-25 2025-08-08
28. ECOLAB INC COM   2023-12-08 2025-05-08
113. ECOLAB INC COM   2023-12-08 2025-08-08
66. EDWARDS LIFESCIENCES CORP   2024-12-17 2025-05-08
369. EDWARDS LIFESCIENCES CORP   2024-12-17 2025-08-08
35. EQUINIX INC   2024-12-17 2025-05-08
18. FIFTH THIRD BANCORP COM   2024-12-17 2025-05-08
665. FIFTH THIRD BANCORP COM   2024-12-17 2025-08-08
411. GENERAL MILLS INC COM   2024-12-17 2025-08-08
37. GENERAL MILLS INC COM   2025-05-08 2025-08-08
239. GILEAD SCIENCES INC   2025-05-08 2025-08-08
216. HP INC   2025-05-08 2025-08-08
750. HP INC   2018-03-27 2025-08-08
40. HASBRO INC COM   2025-05-08 2025-08-08
354. HASBRO INC COM   2024-01-25 2025-08-08
195. HEWLETT PACKARD ENTERPRISE CO   2025-05-08 2025-08-08
1539. HEWLETT PACKARD ENTERPRISE CO   2021-03-05 2025-08-08
4. HILTON WORLDWIDE HOLDINGS INC   2021-03-05 2025-05-08
122. HILTON WORLDWIDE HOLDINGS INC   2021-03-05 2025-08-08
2. HOST HOTELS & RESORTS INC   2023-12-08 2025-05-08
7. HUNT J B TRANS SVCS INC COM   2024-12-17 2025-05-08
165. HUNT J B TRANS SVCS INC COM   2024-12-17 2025-08-08
55. INGERSOLL-RAND INC   2025-05-08 2025-08-08
279. INGERSOLL-RAND INC   2023-12-08 2025-08-08
314. INTEL CORP   2025-05-08 2025-08-08
900. INTEL CORP   2012-06-28 2025-08-08
169. INTERPUBLIC GROUP COS INC COM   2025-05-08 2025-08-08
731. INTERPUBLIC GROUP COS INC COM   2023-03-29 2025-08-08
185. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2023-06-05 2025-05-08
1918. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2023-06-05 2025-08-08
1010. ISHARES ESG AWARE MSCI USA ETF   2025-05-08 2025-08-08
5068. ISHARES ESG AWARE MSCI USA ETF   2020-03-17 2025-08-08
340. ISHARES MSCI EAFE ESG OPTIMIZED   2021-08-23 2025-05-08
8846. ISHARES MSCI EAFE ESG OPTIMIZED   2018-11-30 2025-08-08
1943. ISHARES ESG US AGGREGATED BOND   2023-08-14 2025-08-08
42. JACOBS SOLUTIONS INC   2025-05-08 2025-08-08
176. JACOBS SOLUTIONS INC   2023-12-08 2025-08-08
8084. JANUS HENDERSON AAA CLO   2023-06-05 2025-08-08
53. KELLOGG CO COM   2025-05-08 2025-08-08
300. KELLOGG CO COM   2018-03-27 2025-08-08
45. KRAFT HEINZ CO   2024-12-17 2025-05-08
811. KRAFT HEINZ CO   2024-12-17 2025-08-08
4. LAM RESEARCH CORP   2024-12-17 2025-05-08
199. LAM RESEARCH CORP   2024-12-17 2025-08-08
150. LAM RESEARCH CORP   2024-01-25 2025-08-08
946.1 LAZARD GLOBAL LISTED INFRASTR PT $0.375   2021-11-12 2025-08-08
1911.29 CLEARBRIDGE INTERNATIONAL GROWTH   2025-05-08 2025-08-08
3717.43 CLEARBRIDGE INTERNATIONAL GROWTH   2019-11-12 2025-08-08
2. MASTERCARD INC   2021-03-05 2025-05-08
54. MASTERCARD INC   2021-03-05 2025-08-08
7. MICROSOFT CORP   2025-05-08 2025-08-08
69. MICROSOFT CORP   2021-03-05 2025-08-08
3. MOODYS CORP   2024-12-17 2025-05-08
60. MOODYS CORP   2024-12-17 2025-08-08
87. NASDAQ, INC   2024-12-17 2025-05-08
353. NASDAQ, INC   2024-12-17 2025-08-08
19. NEWMONT MINING CORP CAP COM   2024-12-17 2025-05-08
533. NEWMONT MINING CORP CAP COM   2024-12-17 2025-08-08
216. NISOURCE INC   2024-12-17 2025-05-08
668. NISOURCE INC   2024-12-17 2025-08-08
2219.32 PARNASSUS CORE EQUITY FUND $0.551   2023-09-12 2025-05-08
13131.88 PARNASSUS CORE EQUITY FUND $0.551   2020-03-17 2025-08-08
375. PAYPAL HOLDINGS INC   2024-12-17 2025-08-08
35. PAYPAL HOLDINGS INC   2025-05-08 2025-08-08
58. QUEST DIAGNOSTICS INC   2024-12-17 2025-05-08
158. QUEST DIAGNOSTICS INC   2024-12-17 2025-08-08
2. S&P GLOBAL INC   2018-03-27 2025-05-08
55. S&P GLOBAL INC   2018-03-27 2025-08-08
7. UNION PACIFIC CORP COM   2024-12-17 2025-05-08
116. UNION PACIFIC CORP COM   2024-12-17 2025-08-08
1. UNITEDHEALTH GROUP INC   2021-03-05 2025-05-08
49. UNITEDHEALTH GROUP INC   2021-03-05 2025-08-08
30364.37 VANGUARD SHORT-TERM TREASURY FD $0.049   2023-06-05 2025-08-08
27. VISA INC   2021-03-05 2025-05-08
76. VISA INC   2021-03-05 2025-08-08
87. WEYERHAEUSER CO CAP   2024-12-17 2025-05-08
841. WEYERHAEUSER CO CAP   2024-12-17 2025-08-08
169. WILLIAMS SONOMA INC COM   2025-05-08 2025-08-08
55. YUM BRANDS INC   2024-12-17 2025-05-08
170. YUM BRANDS INC   2024-12-17 2025-08-08
193. APTIV HOLDINGS LTD   2024-12-17 2025-05-08
233. APTIV HOLDINGS LTD   2023-12-08 2025-05-08
108. JOHNSON CONTROLS INTERNATIONAL PLC   2021-03-05 2025-05-08
367. JOHNSON CONTROLS INTERNATIONAL PLC   2021-03-05 2025-08-08
2. TRANE TECHNOLOGIES PLC   2018-08-14 2025-05-08
73. TRANE TECHNOLOGIES PLC   2018-08-14 2025-08-08
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(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 22,252   22,434 -182
b 5,418   4,611 807
c 10,868   7,429 3,439
d 26,620   17,974 8,646
e 22,040   28,744 -6,704
3,019   3,429 -410
3,744   3,648 96
6   5 1
66   52 14
269   183 86
2,270   3,335 -1,065
15,320   25,063 -9,743
6,616   3,952 2,664
32,790   16,326 16,464
675   700 -25
23,877   26,313 -2,436
11,115   11,214 -99
372,505   328,605 43,900
147,822   147,300 522
198,829   200,000 -1,171
5,455   3,551 1,904
31,744   16,929 14,815
1,519   1,874 -355
30,493   28,437 2,056
270   337 -67
21,868   23,639 -1,771
29   33 -4
34,025   33,677 348
358,597   279,656 78,941
50,173   45,300 4,873
498,177   476,842 21,335
6,553   4,749 1,804
30,480   18,909 11,571
3,119   2,479 640
24,403   21,068 3,335
3,699   1,928 1,771
33,957   14,136 19,821
10,162   7,385 2,777
22,326   18,356 3,970
1,847   2,045 -198
30,172   32,712 -2,540
6,656   9,094 -2,438
9,897   23,368 -13,471
7,269   4,255 3,014
40,803   18,229 22,574
7,176   5,365 1,811
30,519   21,653 8,866
5,006   4,866 140
28,708   27,207 1,501
30,399   33,676 -3,277
673   812 -139
27,591   29,982 -2,391
20,603   27,322 -6,719
1,855   2,039 -184
27,480   23,380 4,100
5,478   5,742 -264
19,020   16,625 2,395
3,103   2,496 607
27,460   17,500 9,960
4,009   3,334 675
31,642   22,077 9,565
979   479 500
31,865   14,620 17,245
30   36 -6
963   1,254 -291
23,186   29,563 -6,377
4,208   4,370 -162
21,344   20,476 868
6,277   6,642 -365
17,991   25,518 -7,527
4,171   4,313 -142
18,041   25,680 -7,639
32,160   26,575 5,585
351,301   275,521 75,780
140,320   125,563 14,757
704,100   417,398 286,702
29,086   27,406 1,680
794,281   659,765 134,516
92,122   90,019 2,103
6,175   5,137 1,038
25,876   18,636 7,240
409,068   400,502 8,566
4,244   4,381 -137
24,024   18,274 5,750
1,280   1,407 -127
22,384   25,355 -2,971
304   313 -9
19,727   15,567 4,160
14,870   13,326 1,544
17,200   15,611 1,589
143,232   135,300 7,932
278,584   192,881 85,703
1,147   714 433
30,441   19,285 11,156
3,657   3,105 552
36,047   15,812 20,235
1,430   1,459 -29
30,972   29,180 1,792
6,901   6,957 -56
34,213   28,228 5,985
1,009   760 249
37,118   21,308 15,810
8,722   7,873 849
28,377   24,347 4,030
131,450   121,152 10,298
854,229   645,474 208,755
25,658   34,050 -8,392
2,395   2,475 -80
10,270   8,948 1,322
27,592   24,375 3,217
1,026   381 645
30,861   10,464 20,397
1,527   1,625 -98
25,841   26,933 -1,092
387   340 47
11,981   16,654 -4,673
300,607   300,000 607
9,567   5,792 3,775
25,385   16,302 9,083
2,272   2,554 -282
21,597   24,689 -3,092
33,972   27,263 6,709
8,172   7,505 667
24,055   23,197 858
11,906   11,158 748
14,374   18,722 -4,348
9,939   6,252 3,687
38,539   21,246 17,293
822   150 672
31,424   5,480 25,944
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
      150,461
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       -182
b       807
c       3,439
d       8,646
e       -6,704
      -410
      96
      1
      14
      86
      -1,065
      -9,743
      2,664
      16,464
      -25
      -2,436
      -99
      43,900
      522
      -1,171
      1,904
      14,815
      -355
      2,056
      -67
      -1,771
      -4
      348
      78,941
      4,873
      21,335
      1,804
      11,571
      640
      3,335
      1,771
      19,821
      2,777
      3,970
      -198
      -2,540
      -2,438
      -13,471
      3,014
      22,574
      1,811
      8,866
      140
      1,501
      -3,277
      -139
      -2,391
      -6,719
      -184
      4,100
      -264
      2,395
      607
      9,960
      675
      9,565
      500
      17,245
      -6
      -291
      -6,377
      -162
      868
      -365
      -7,527
      -142
      -7,639
      5,585
      75,780
      14,757
      286,702
      1,680
      134,516
      2,103
      1,038
      7,240
      8,566
      -137
      5,750
      -127
      -2,971
      -9
      4,160
      1,544
      1,589
      7,932
      85,703
      433
      11,156
      552
      20,235
      -29
      1,792
      -56
      5,985
      249
      15,810
      849
      4,030
      10,298
      208,755
      -8,392
      -80
      1,322
      3,217
      645
      20,397
      -98
      -1,092
      47
      -4,673
      607
      3,775
      9,083
      -282
      -3,092
      6,709
      667
      858
      748
      -4,348
      3,687
      17,293
      672
      25,944
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,397,794
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 23,420
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 23,420
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 23,420
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,155
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,155
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 16,265
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 .
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 addresswww.brushfoundation.org
14
The books are in care ofKEYBANK N A Telephone no. (216) 813-4548

Located at4900 TIEDEMAN RD OH-01-49-0381BROOKLYNOH ZIP+4441442302
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
ELIZABETH STITES EMERITUS MEMBER
2
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
JUDITH WRIGHT EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
REV HENRY C DOLL EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
ABIGAIL ENGLISH EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
MICHAEL BRICKNER BOARD PRESIDENT
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
SARAH KELLEY BOARD MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
ELLEN LIU BOARD SECRETARY
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
LOURDES RIVERA BOARD VICE PRESIDENT
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
CINDIE CARROLL-PANKHURST EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
JACQUELINE DARROCH EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
GITA GIDWANI EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
DANIEL PELLEGROM EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
KEYBANK N A TRUSTEE
1
26,444    
127 PUBLIC SQUARE
CLEVELAND,OH44114
NIKKI BASZYNSKI BOARD MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
CERON CARDENAS BOARD MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
EMILY LUNDGARD BOARD MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
SELINA PAGAN BOARD MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
STACEY EASTERLING EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
ELLEN ROME EMERITUS MEMBER
1
0    
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS,OH44146
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
8,818,992
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,818,992
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
8,818,992
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
132,285
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,686,707
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
434,335
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
434,335
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
23,420
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,420
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
410,915
4
Recoveries of amounts treated as qualifying distributions................
4
12,546
5
Add lines 3 and 4............................
5
423,461
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
423,461
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
413,301
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
413,301
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 7 423,461
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...... 9,329
d From 2023...... 0
e From 2024...... 19,809
f Total of lines 3a through e ........ 29,138
4Qualifying distributions for 2025 from Part
XI, line 4: $ 413,301
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..... 413,301
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 10,160 10,160
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 18,978
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
18,978
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 18,978
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE BRUSH FOUNDATION
25350 ROCKSIDE RD 3RD FLOOR
BEDFORD HEIGHTS,OH44146
(216) 334-2209
bThe form in which applications should be submitted and information and materials they should include:
CONTACT THE FOUNDATION FOR FORMAL GUIDELINES
cAny submission deadlines:
6/30 AND 12/31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO GRANTS TO INDIVIDUALS. THE FOUNDATION'S VISION OF A "PREFERRED FUTURE" IS: A FUTURE IN WHICH FAMILY PLANNING WORLD-WIDE IS AVAILABLE, AFFORDABLE, ACCEPTABLE, EFFECTIVE AND SAFE. THE
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

CLEVELAND CLINIC

9500 EUCLID AVE
CLEVELAND,OH44195
NONE   GENERAL OPERATING 15,000

JUST CHOICE

693 12 N HIGH ST SUITE G
WORTHINGTON,OH43085
NONE   GENERAL OPERATING 23,000

COLLECTIVE POWER FOR REPRODUCTIVE
JUSTICE
893 WEST STREET
AMHERST,MA01002
NONE   GENERAL OPERATING 10,000

NEW VOICES FOR REPRODUCTIVE JUSTICE

5987 BROAD STREET STE 205
PITTSBURGH,PA15221
NONE   GENERAL OPERATING 10,000

UNITE FOR REPRODUCTIVE & GENDER EQUITY

4315 50TH ST NW STE 100
WASHINGTON,DC20016
NONE   GENERAL OPERATING 10,000

PLANNED PARENTHOOD RESEARCH CENTER-BLOOM

25350 ROCKSIDE RD
BEDFORD HEIGHTS,OH44146
NONE   GENERAL OPERATING 10,000

OHIO PROGRESSIVE ASIAN WOMENS LEADERSHIP

P O BOX 428
COLUMBUS,OH43216
NONE   GENERAL OPERATING 16,500

ABORTION FORWARD ALLIANCE

510 E NORTH BROADWAY ST STE 202
COLUMBUS,OH43214
NONE   GENERAL OPERATING 30,000

PRETERM CLEVELAND INC

12000 SHAKER BLVD
CLEVELAND,OH441201922
NONE   GENERAL OPERATING 65,000

PLANNED PARENTHOOD SOUTHWEST OHIO REGION

2314 AUBURN AVE
CINCINNATI,OH452192802
NONE   GENERAL OPERATING 30,000

FAITH CHOICE OHIO

PO BOX 82204
COLUMBUS,OH432020204
NONE   GENERAL OPERATING 10,000

PLANNED PARENTHOOD OF GREATER OHIO

444 W EXCHANGE ST
AKRON,OH443021711
NONE   GENERAL OPERATING 30,000

CASE WESTERN RESERVE UNIVERSITY

11000 CEDAR AVE STE 357
CLEVELAND,OH441063052
NONE   GENERAL OPERATING 25,000

CATHOLICS FOR CHOICE

1436 U ST NW STE 301
WASHINGTON,DC200093988
NONE   GENERAL OPERATING 7,500

OHIO VOICE

PO BOX 428
COLUMBUS,OH432160428
NONE   GENERAL OPERATING 18,000

OHIO WOMENS ALLIANCE

1255 N HAMILTON RD 194
GAHANNA,OH432306785
NONE   GENERAL OPERATING 32,000

ABORTION FUND OF OHIO

PO BOX 1611
COLUMBUS,OH43216
NONE   GENERAL OPERATING 25,000
Total ................................. 3a 367,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 212,723  
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 1,397,794  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME
    1 114,230  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,724,747  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,724,747
(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:
BRUSH FOUNDATION TA
EIN:
34-6000445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,050     1,050

TY 2025 InvestmentsOtherSchedule2
Name:
BRUSH FOUNDATION TA
EIN:
34-6000445
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46435G516 ISHARES MSCI EAFE ES      
46435G425 ISHARES ESG AWARE MS      
00206R102 AT&T INC      
17275R102 CISCO SYS INC      
231021106 CUMMINS INC      
370334104 GENERAL MLS INC      
458140100 INTEL CORP      
92826C839 VISA INC      
594918104 MICROSOFT CORP      
91324P102 UNITEDHEALTH GROUP I      
G8994E103 TRANE TECHNOLOGIES P      
52106N459 LAZARD GLOBAL LISTED AT COST 373,583 447,848
42824C109 HEWLETT PACKARD ENTE      
701769408 PARNASSUS CORE EQUIT      
57636Q104 MASTERCARD INC      
40434L105 HP INC      
131649774 CALVERT EMG MKTS EQU      
78409V104 S&P GLOBAL INC      
064058100 BANK OF NEW YORK MEL      
101156800 BOSTON TRUST WALDEN      
43300A203 HILTON WORLDWIDE HOL      
13161P862 CALVERT SMALL CAP FU      
G51502105 JOHNSON CONTROLS INT      
487836108 KELLOGG CO      
998418100 PROTEUS SPC-1825 CAP      
086516101 BEST BUY INC      
12504L109 CBRE GROUP INC      
126408103 CSX CORP      
194162103 COLGATE PALMOLIVE CO      
260557103 DOW INC      
278865100 ECOLAB INC      
44107P104 HOST HOTELS & RESORT      
45687V106 INGERSOLL-RAND INC      
460690100 INTERPUBLIC GROUP CO      
46137V357 INVESCO S&P 500 EQUA      
46435U549 ISHARES ESG US AGGRE      
46982L108 JACOBS SOLUTIONS INC      
47103U845 JANUS HENDERSON AAA      
52471E258 CLEARBRIDGE INTERNAT      
72201U638 PIMCO MORTAGE OPP & AT COST 382,700 384,918
922031851 VANGUARD SHORT-TERM      
00130H105 AES CORP      
00971T101 AKAMAI TECHNOLOGIES      
023939101 AMENTUM HOLDINGS INC      
036752103 ANTHEM INC      
115233389 BROWN ADVISORY SUSTA      
12541W209 C H ROBINSON WORLDWI      
125523100 CIGNA CORP      
23918K108 DAVITA INC      
253868103 DIGITAL REALTY TRUST      
278642103 EBAY INC      
28176E108 EDWARDS LIFESCIENCES      
29444U700 EQUINIX INC      
316773100 FIFTH THIRD BANCORP      
418056107 HASBRO INC      
445658107 HUNT J B TRANS SVCS      
500754106 KRAFT HEINZ CO      
512807306 LAM RESEARCH CORP      
615369105 MOODYS CORP      
631103108 NASDAQ, INC      
651639106 NEWMONT MINING CORP      
65473P105 NISOURCE INC      
70450Y103 PAYPAL HOLDINGS INC      
74834L100 QUEST DIAGNOSTICS IN      
907818108 UNION PACIFIC CORP      
962166104 WEYERHAEUSER CO      
988498101 YUM BRANDS INC      
G3265R107 APTIV HOLDINGS LTD      
38147N293 GOLDMAN SACHS GQG PT AT COST 701,800 702,112
40168W525 GUGGENHEIM TOTAL RET AT COST 382,400 385,597
412295107 HARDING LOEVNER INTL AT COST 701,800 667,632
464287200 ISHARES CORE S&P 500 AT COST 3,457,136 3,715,800
46432F834 ISHARES CORE MSCI TO AT COST 351,385 377,918
4812C0381 JPMORGAN CORE BOND F AT COST 382,400 385,732
592905509 METROPOLITAN WEST T/ AT COST 305,925 308,278
74256W584 PRINCIPAL MIDCAP FUN AT COST 324,600 296,290
904504842 UNDISCOVERED MGRS BE AT COST 324,600 306,328
922031786 VANGUARD LONG-TERM T AT COST 76,475 76,957
998678689 PROTEUS SPC-1825 CAP AT COST 743,995 827,784

TY 2025 OtherDecreasesSchedule
Name:
BRUSH FOUNDATION TA
EIN:
34-6000445
Description Amount
ROUNDING 7


TY 2025 OtherExpensesSchedule
Name:
BRUSH FOUNDATION TA
EIN:
34-6000445
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 600 0   600
CONSULTING FEES 24,425 0   24,425
INSURANCE 1,327 0   1,327
BOARD TRAVEL & MEETING EXPENSE 12,192 0   12,192
POSTAGE 96 0   96
PROTEUS LLC EXPENSES 14,950 14,950   0


TY 2025 OtherIncomeSchedule2
Name:
BRUSH FOUNDATION TA
EIN:
34-6000445
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PROTEUS INCOME 114,230 114,230  


TY 2025 OtherIncreasesSchedule
Name:
BRUSH FOUNDATION TA
EIN:
34-6000445
Description Amount
RECOVERY OF GRANT PAID 12,546


TY 2025 TaxesSchedule
Name:
BRUSH FOUNDATION TA
EIN:
34-6000445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,622 4,622   0
FEDERAL TAX PAYMENT - PRIOR YE 2,194 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,996 0   0
FOREIGN TAXES ON NONQUALIFIED 305 305   0