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
PIERSTORF MEMORIAL FUND 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

34-6946124
B Telephone number (see instructions)

2166897663
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)$31,125,259J 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... 471,508 470,685  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,371,529
b Gross sales price for all assets on line 6a 7,012,400
7 Capital gain net income (from Part IV, line 2)... 1,371,529
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)....... Click to see attachment
List of Attached Documents:
// Content
176,538 176,538  
12 Total. Add lines 1 through 11........ 2,019,575 2,018,752  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 142,703 107,027   35,676
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
1,050 0 0 1,050
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
15,488 2,234   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
23,304 23,104   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 182,545 132,365 0 36,926
25 Contributions, gifts, grants paid....... 1,393,718 1,393,718
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,576,263 132,365 0 1,430,644
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 443,312
b Net investment income (if negative, enter -0-) 1,886,387
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......... 1,363,569 2,156,376 2,156,376
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).......... 22,442,304 Click to see attachment
List of Attached Documents:
// Content
22,091,682 		28,968,883
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) 23,805,873 24,248,058 31,125,259
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........ 23,805,873 24,248,058
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)..... 23,805,873 24,248,058
30 Total liabilities and net assets/fund balances (see instructions). 23,805,873 24,248,058
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
23,805,873
2
Enter amount from Part I, line 27a .....................
2
443,312
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
24,249,185
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,127
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
24,248,058
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 779. ALLSTATE CORP COM   2024-06-20 2025-01-23
b 786. ALPHABET INC   2020-01-03 2025-01-23
c 487. ALPHABET INC   2024-07-12 2025-06-16
d 40. ALPHABET INC   2020-01-03 2025-06-16
e 201. ALPHABET INC   2020-01-03 2025-07-01
5. ALPHABET INC   2020-01-03 2025-09-25
320. ALPHABET INC   2020-01-03 2025-10-28
254. ALPHABET INC   2020-01-03 2025-11-05
182. AMAZON COM INC     2025-07-01
5. AMAZON COM INC   2020-01-03 2025-09-25
280. AMAZON COM INC   2020-01-03 2025-10-28
187. AMAZON COM INC   2020-01-03 2025-11-05
71. AMERICAN EXPRESS CO INC COM   2024-06-20 2025-07-01
3. AMERICAN EXPRESS CO INC COM   2024-06-20 2025-09-25
110. AMERICAN EXPRESS CO INC COM   2024-06-20 2025-10-28
74. AMERICAN EXPRESS CO INC COM   2024-06-20 2025-11-05
1296. AMPHENOL CORP     2025-01-23
126. APPLE INC   2009-04-22 2025-07-01
4. APPLE INC   2009-04-22 2025-09-25
197. APPLE INC   2009-04-22 2025-10-28
131. APPLE INC   2009-04-22 2025-11-05
717. BANK OF AMERICA CORP   2019-06-21 2025-07-01
21. BANK OF AMERICA CORP   2024-07-12 2025-09-25
1149. BANK OF AMERICA CORP   2024-07-12 2025-10-28
764. BANK OF AMERICA CORP   2024-07-12 2025-11-05
114. BROADCOM INC   2020-10-16 2025-07-01
3. BROADCOM INC   2020-10-16 2025-09-25
178. BROADCOM INC   2020-10-16 2025-10-28
119. BROADCOM INC   2020-10-16 2025-11-05
150000. CNA FINANCIAL CORPDTD 2/24/2016 4.50000%   2022-09-29 2025-12-01
2483. CAMECO CORP   2024-06-20 2025-04-22
596. CAMECO CORP   2024-06-20 2025-07-01
1880. CAMECO CORP   2024-06-20 2025-07-10
5. CAMECO CORP   2024-06-20 2025-09-25
695. CAMECO CORP   2024-06-20 2025-10-28
463. CAMECO CORP   2024-06-20 2025-11-05
40. CATERPILLAR INC COM   2025-06-16 2025-07-01
3. CATERPILLAR INC COM   2025-06-16 2025-09-25
62. CATERPILLAR INC COM   2025-06-16 2025-10-28
42. CATERPILLAR INC COM   2025-06-16 2025-11-05
127. CHART INDUSTRIES INC   2024-11-04 2025-07-01
4. CHART INDUSTRIES INC   2024-11-04 2025-09-25
200. CHART INDUSTRIES INC   2024-11-04 2025-10-28
134. CHART INDUSTRIES INC   2024-11-04 2025-11-05
193. CHART INDUSTRIES INC   2024-11-04 2025-12-11
.63 CHEVRON CORP   2023-06-14 2025-07-18
150. CHEVRON CORP   2023-06-14 2025-09-19
165. CHEVRON CORP   2023-06-14 2025-10-28
110. CHEVRON CORP   2023-06-14 2025-11-05
8. COSTCO WHOLESALE CORP   2011-10-26 2025-07-01
13. COSTCO WHOLESALE CORP   2011-10-26 2025-10-28
7. COSTCO WHOLESALE CORP   2011-10-26 2025-11-05
2036. CUBESMART REIT   2024-06-20 2025-01-23
133. DUKE ENERGY CORP   2025-04-22 2025-07-01
4. DUKE ENERGY CORP   2025-04-22 2025-09-25
220. DUKE ENERGY CORP   2025-04-22 2025-10-28
146. DUKE ENERGY CORP   2025-04-22 2025-11-05
306. DYNATRACE INC   2024-11-04 2025-07-01
9. DYNATRACE INC   2024-11-04 2025-09-25
482. DYNATRACE INC   2024-11-04 2025-10-28
321. DYNATRACE INC   2024-11-04 2025-11-05
113. EMERSON ELECTRIC COM   2025-06-16 2025-07-01
4. EMERSON ELECTRIC COM   2025-06-16 2025-09-25
181. EMERSON ELECTRIC COM   2025-06-16 2025-10-28
120. EMERSON ELECTRIC COM   2025-06-16 2025-11-05
9. EQUINIX INC   2025-01-23 2025-07-01
98. EQUINIX INC   2025-01-23 2025-07-10
360. FISERV INC COM   2023-12-27 2025-01-23
97. FISERV INC COM   2023-12-27 2025-07-01
299. FISERV INC COM   2023-12-27 2025-09-19
110. FISERV INC COM   2023-12-27 2025-10-28
596. FISERV INC COM     2025-11-04
447. FREEPORT-MCMORAN INC     2025-07-01
12. FREEPORT-MCMORAN INC   2020-01-06 2025-09-25
689. FREEPORT-MCMORAN INC   2020-01-06 2025-10-28
459. FREEPORT-MCMORAN INC   2020-01-06 2025-11-05
269. GE HEALTHCARE TECHNOLOGIES INC   2023-12-27 2025-07-01
7. GE HEALTHCARE TECHNOLOGIES INC   2023-12-27 2025-09-25
414. GE HEALTHCARE TECHNOLOGIES INC   2023-12-27 2025-10-28
276. GE HEALTHCARE TECHNOLOGIES INC   2023-12-27 2025-11-05
891. GE HEALTHCARE TECHNOLOGIES INC   2023-12-27 2025-12-11
304. GITLAB INC   2024-11-04 2025-07-01
9. GITLAB INC   2024-11-04 2025-09-25
480. GITLAB INC   2024-11-04 2025-10-28
318. GITLAB INC   2024-11-04 2025-11-05
4372. HEALTHPEAK PROPERTIES INC   2024-08-28 2025-06-16
116. HESS CORP   2023-06-14 2025-07-01
95. HONEYWELL INTERNATIONAL INC   2024-06-20 2025-07-01
3. HONEYWELL INTERNATIONAL INC   2025-01-23 2025-09-25
152. HONEYWELL INTERNATIONAL INC   2025-01-23 2025-10-28
102. HONEYWELL INTERNATIONAL INC   2025-01-23 2025-11-05
152. ILLUMINA INC   2024-08-28 2025-07-01
3. ILLUMINA INC   2025-07-10 2025-09-25
310. ILLUMINA INC   2025-07-10 2025-10-28
208. ILLUMINA INC   2024-08-28 2025-11-05
152. JOHNSON & JOHNSON   2025-09-19 2025-10-28
100. JOHNSON & JOHNSON   2025-09-19 2025-11-05
1229. KENVUE INC   2024-11-04 2025-07-01
34. KENVUE INC   2024-11-04 2025-09-25
545. KENVUE INC   2024-11-04 2025-10-28
1390. KENVUE INC   2024-06-20 2025-10-28
2796. KENVUE INC   2024-06-20 2025-11-04
7747. KENVUE INC     2025-11-04
394. LANTHEUS HOLDINGS INC   2025-01-23 2025-04-22
196. LANTHEUS HOLDINGS INC     2025-07-01
2411. LANTHEUS HOLDINGS INC     2025-09-19
152. ELI LILLY & CO   2024-06-20 2025-01-23
600. LULULEMON ATHLETICA INC     2025-06-16
165. MICROSOFT CORP   2024-06-20 2025-07-01
4. MICROSOFT CORP   2024-06-20 2025-09-25
255. MICROSOFT CORP   2024-06-20 2025-10-28
169. MICROSOFT CORP   2024-06-20 2025-11-05
721. NEWMONT MINING CORP CAP COM     2025-04-22
310. NEWMONT MINING CORP CAP COM   2024-07-12 2025-07-01
9. NEWMONT MINING CORP CAP COM   2024-07-12 2025-09-25
513. NEWMONT MINING CORP CAP COM   2024-07-12 2025-10-28
341. NEWMONT MINING CORP CAP COM   2024-07-12 2025-11-05
435. NVIDIA CORP   2019-10-23 2025-07-01
11. NVIDIA CORP   2019-10-23 2025-09-25
670. NVIDIA CORP   2019-10-23 2025-10-28
445. NVIDIA CORP   2019-10-23 2025-11-05
74. PARKER HANNIFIN CORP COM   2019-10-23 2025-01-23
218. PARKER HANNIFIN CORP COM   2019-10-23 2025-06-16
92. PARSONS CORP   2025-01-23 2025-07-01
3. PARSONS CORP   2025-01-23 2025-09-25
290. PARSONS CORP   2025-01-23 2025-10-28
193. PARSONS CORP   2025-01-23 2025-11-05
1390. PARSONS CORP     2025-12-11
97. PAYPAL HOLDINGS INC   2025-01-23 2025-07-01
3. PAYPAL HOLDINGS INC   2025-01-23 2025-09-25
155. PAYPAL HOLDINGS INC   2025-01-23 2025-10-28
183. PAYPAL HOLDINGS INC   2025-01-23 2025-11-05
60. PEPSICO INC CAP   2024-06-20 2025-07-01
3. PEPSICO INC CAP   2024-06-20 2025-09-25
94. PEPSICO INC CAP   2024-06-20 2025-10-28
144. PEPSICO INC CAP   2025-11-04 2025-11-05
300000. REALTY INCOME CORP   2022-09-29 2025-11-03
539. REDDIT INC   2025-01-23 2025-04-22
57. RESMED INC   2025-06-16 2025-07-01
3. RESMED INC   2025-06-16 2025-09-25
90. RESMED INC   2025-06-16 2025-10-28
61. RESMED INC   2025-06-16 2025-11-05
100000. ROYAL BANK OF CANADA   2023-05-31 2025-04-25
27. S&P GLOBAL INC   2024-06-20 2025-07-01
43. S&P GLOBAL INC   2024-06-20 2025-10-28
28. S&P GLOBAL INC   2024-06-20 2025-11-05
.5 SOLSTICE ADVANCED MATERIALS   2024-06-20 2025-10-30
44.5 SOLSTICE ADVANCED MATERIALS   2025-01-23 2025-11-04
162.5 SOLSTICE ADVANCED MATERIALS     2025-11-04
200000. SOUTHERN CALIF EDISON CO   2022-09-29 2025-07-28
74. T-MOBILE US INC   2024-06-20 2025-07-01
3. T-MOBILE US INC   2024-06-20 2025-09-25
116. T-MOBILE US INC   2024-06-20 2025-10-28
78. T-MOBILE US INC   2024-06-20 2025-11-05
36. TELEDYNE TECHNOLOGIES INC COM   2025-01-23 2025-07-01
59. TELEDYNE TECHNOLOGIES INC COM   2025-01-23 2025-10-28
39. TELEDYNE TECHNOLOGIES INC COM   2025-01-23 2025-11-05
100. TRADE DESK INC   2024-07-12 2025-07-01
882. TRADE DESK INC   2025-07-10 2025-09-19
1054. TRADE DESK INC   2024-07-12 2025-09-19
53. ULTA BEAUTY INC   2024-08-28 2025-07-01
3. ULTA BEAUTY INC   2024-08-28 2025-09-25
83. ULTA BEAUTY INC   2024-08-28 2025-10-28
56. ULTA BEAUTY INC   2024-08-28 2025-11-05
24. UNITEDHEALTH GROUP INC   2025-01-23 2025-07-01
39. UNITEDHEALTH GROUP INC   2025-01-23 2025-10-28
26. UNITEDHEALTH GROUP INC   2025-01-23 2025-11-05
354. WELLS FARGO & COMPANY   2023-12-27 2025-07-01
9. WELLS FARGO & COMPANY   2023-12-27 2025-09-25
552. WELLS FARGO & COMPANY   2023-12-27 2025-10-28
366. WELLS FARGO & COMPANY   2023-12-27 2025-11-05
962. XYLEM INC     2025-01-23
559. ZSCALER INC     2025-06-16
47. ZSCALER INC   2024-06-20 2025-07-01
76. ZSCALER INC   2024-06-20 2025-10-28
50. ZSCALER INC   2024-06-20 2025-11-05
358. ZSCALER INC   2024-06-20 2025-12-11
5508. TRANSOCEAN LTD FGN COM   2024-07-12 2025-07-01
34. TRANSOCEAN LTD FGN COM   2024-11-04 2025-09-25
5430. TRANSOCEAN LTD FGN COM   2024-11-04 2025-10-28
4295. TRANSOCEAN LTD FGN COM   2024-07-12 2025-10-28
6467. TRANSOCEAN LTD FGN COM   2024-07-12 2025-11-05
16. ASML HOLDING N V FGN COM   2025-06-16 2025-07-01
39. ASML HOLDING N V FGN COM   2025-09-19 2025-10-28
26. ASML HOLDING N V FGN COM   2025-09-19 2025-11-05
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 144,446   126,506 17,940
b 156,925   53,549 103,376
c 85,594   90,300 -4,706
d 7,030   2,725 4,305
e 35,097   13,694 21,403
1,210   341 869
85,739   21,801 63,938
71,929   17,305 54,624
39,867   17,253 22,614
1,095   469 626
64,540   26,251 38,289
46,643   17,532 29,111
22,774   16,328 6,446
1,007   690 317
39,818   25,297 14,521
26,943   17,018 9,925
101,446   30,857 70,589
26,138   552 25,586
1,012   18 994
53,045   864 52,181
35,343   574 34,769
34,366   20,376 13,990
1,086   875 211
60,431   47,865 12,566
40,324   31,826 8,498
30,266   4,348 25,918
989   114 875
65,883   6,788 59,095
43,023   4,538 38,485
150,000   146,997 3,003
99,807   129,432 -29,625
42,796   31,068 11,728
131,713   98,000 33,713
410   261 149
74,036   36,229 37,807
44,393   24,135 20,258
15,683   14,532 1,151
1,386   1,090 296
32,790   22,525 10,265
23,891   15,259 8,632
20,730   17,605 3,125
800   554 246
39,892   27,725 12,167
26,751   18,575 8,176
39,715   26,754 12,961
97   81 16
23,539   19,387 4,152
25,508   21,326 4,182
16,900   14,217 2,683
7,855   662 7,193
12,012   1,076 10,936
6,594   580 6,014
82,387   91,824 -9,437
15,791   16,237 -446
494   488 6
27,701   26,858 843
18,014   17,824 190
16,555   16,740 -185
429   492 -63
24,055   26,369 -2,314
14,962   17,561 -2,599
15,224   14,524 700
519   514 5
24,444   23,264 1,180
15,985   15,424 561
7,134   8,391 -1,257
74,076   91,373 -17,297
74,239   47,865 26,374
16,714   12,897 3,817
39,424   39,754 -330
14,033   14,625 -592
38,445   79,243 -40,798
19,722   5,982 13,740
434   152 282
28,623   8,749 19,874
18,548   5,829 12,719
20,568   20,852 -284
497   543 -46
32,746   32,093 653
20,669   21,395 -726
75,642   69,069 6,573
13,550   16,916 -3,366
415   501 -86
23,215   26,710 -3,495
14,798   17,695 -2,897
75,104   95,970 -20,866
16,385   15,368 1,017
22,618   20,332 2,286
624   672 -48
32,614   34,066 -1,452
20,309   21,514 -1,205
15,069   19,914 -4,845
277   301 -24
30,499   31,145 -646
25,583   27,250 -1,667
28,442   26,747 1,695
18,571   17,597 974
26,135   28,422 -2,287
572   786 -214
7,879   12,604 -4,725
20,095   26,236 -6,141
44,989   52,775 -7,786
124,695   143,978 -19,283
40,068   37,985 2,083
15,910   18,656 -2,746
121,650   221,796 -100,146
114,739   134,274 -19,535
143,976   187,793 -43,817
81,084   73,372 7,712
2,029   1,779 250
138,352   113,393 24,959
86,009   75,151 10,858
40,218   36,438 3,780
18,175   14,756 3,419
750   428 322
40,445   24,418 16,027
27,883   16,231 11,652
66,385   2,102 64,283
1,927   53 1,874
131,846   3,238 128,608
89,536   2,151 87,385
49,867   13,832 36,035
144,430   40,748 103,682
6,687   8,214 -1,527
241   268 -27
24,206   25,890 -1,684
16,085   17,231 -1,146
91,582   111,763 -20,181
7,294   8,589 -1,295
199   266 -67
11,797   13,725 -1,928
12,383   16,204 -3,821
8,167   9,985 -1,818
426   499 -73
14,186   15,643 -1,457
20,467   20,715 -248
300,000   296,244 3,756
52,690   99,579 -46,889
14,672   14,398 274
800   758 42
23,287   22,734 553
14,887   15,409 -522
100,000   99,416 584
14,251   11,841 2,410
21,301   18,858 2,443
13,889   12,280 1,609
23   25 -2
1,921   2,350 -429
7,016   8,212 -1,196
200,186   194,876 5,310
17,931   13,055 4,876
724   529 195
25,609   20,465 5,144
15,944   13,761 2,183
18,425   18,504 -79
30,981   30,326 655
20,031   20,046 -15
7,414   9,938 -2,524
38,756   67,561 -28,805
46,313   104,746 -58,433
25,313   19,789 5,524
1,598   1,120 478
43,266   30,991 12,275
29,449   20,910 8,539
7,781   12,631 -4,850
14,597   20,526 -5,929
8,499   13,684 -5,185
28,646   17,469 11,177
754   444 310
47,925   27,240 20,685
32,165   18,062 14,103
116,749   74,616 42,133
172,601   105,149 67,452
14,277   8,400 5,877
24,928   13,583 11,345
15,946   8,936 7,010
86,135   63,983 22,152
14,514   29,252 -14,738
104   151 -47
20,363   24,079 -3,716
16,106   22,810 -6,704
25,093   34,346 -9,253
12,617   12,439 178
41,225   36,317 4,908
27,179   24,211 2,968
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
      80,243
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       17,940
b       103,376
c       -4,706
d       4,305
e       21,403
      869
      63,938
      54,624
      22,614
      626
      38,289
      29,111
      6,446
      317
      14,521
      9,925
      70,589
      25,586
      994
      52,181
      34,769
      13,990
      211
      12,566
      8,498
      25,918
      875
      59,095
      38,485
      3,003
      -29,625
      11,728
      33,713
      149
      37,807
      20,258
      1,151
      296
      10,265
      8,632
      3,125
      246
      12,167
      8,176
      12,961
      16
      4,152
      4,182
      2,683
      7,193
      10,936
      6,014
      -9,437
      -446
      6
      843
      190
      -185
      -63
      -2,314
      -2,599
      700
      5
      1,180
      561
      -1,257
      -17,297
      26,374
      3,817
      -330
      -592
      -40,798
      13,740
      282
      19,874
      12,719
      -284
      -46
      653
      -726
      6,573
      -3,366
      -86
      -3,495
      -2,897
      -20,866
      1,017
      2,286
      -48
      -1,452
      -1,205
      -4,845
      -24
      -646
      -1,667
      1,695
      974
      -2,287
      -214
      -4,725
      -6,141
      -7,786
      -19,283
      2,083
      -2,746
      -100,146
      -19,535
      -43,817
      7,712
      250
      24,959
      10,858
      3,780
      3,419
      322
      16,027
      11,652
      64,283
      1,874
      128,608
      87,385
      36,035
      103,682
      -1,527
      -27
      -1,684
      -1,146
      -20,181
      -1,295
      -67
      -1,928
      -3,821
      -1,818
      -73
      -1,457
      -248
      3,756
      -46,889
      274
      42
      553
      -522
      584
      2,410
      2,443
      1,609
      -2
      -429
      -1,196
      5,310
      4,876
      195
      5,144
      2,183
      -79
      655
      -15
      -2,524
      -28,805
      -58,433
      5,524
      478
      12,275
      8,539
      -4,850
      -5,929
      -5,185
      11,177
      310
      20,685
      14,103
      42,133
      67,452
      5,877
      11,345
      7,010
      22,152
      -14,738
      -47
      -3,716
      -6,704
      -9,253
      178
      4,908
      2,968
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,371,529
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 26,221
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 26,221
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 26,221
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 29,813
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 29,813
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 3,592
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,592 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 address  
14
The books are in care ofKEYBANK NA 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
KEYBANK N A TRUSTEE
1 		142,703    
127 PUBLIC SQUARE
CLEVELAND,OH44114
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
29,623,774
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
29,623,774
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
29,623,774
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
444,357
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,179,417
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,458,971
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
1,458,971
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
26,221
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,221
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,432,750
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,432,750
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
1,432,750
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,430,644
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,430,644
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 1,432,750
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 371,577
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,430,644
a Applied to 2024, but not more than line 2a 371,577
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..... 1,059,067
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		373,683
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

MESSIAH LUTHERAN CHURCH

21485 LORAIN RD
FAIRVIEW PARK,OH441262124 		NONE   GENERAL OPERATING 696,859

OHIO NORTHERN UNIVERSITY

525 S MAIN
ADA,OH458106000 		NONE   GENERAL OPERATING 696,859
Total ................................. 3a 1,393,718
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 ....     14 471,508  
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 1,371,529  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 176,538  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,019,575  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,019,575
(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:
PIERSTORF MEMORIAL FUND TA
EIN:
34-6946124
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:
PIERSTORF MEMORIAL FUND TA
EIN:
34-6946124
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
023135106 AMAZON COM INC AT COST 90,640 309,530
032095101 AMPHENOL CORP      
060505104 BANK OF AMERICA CORP AT COST 187,209 302,335
11135F101 BROADCOM INC AT COST 32,568 295,569
22160K105 COSTCO WHOLESALE COR AT COST 4,719 49,153
464287499 ISHARES RUSSELL MIDC AT COST 105,636 426,476
464287655 ISHARES RUSSELL 2000 AT COST 160,970 276,930
464287804 ISHARES CORE S&P SMA AT COST 47,001 69,104
67066G104 NVIDIA CORP AT COST 15,480 597,360
701094104 PARKER HANNIFIN CORP      
46653M849 JOHCM INTERNATIONAL AT COST 302,000 371,816
35671D857 FREEPORT-MCMORAN INC AT COST 40,838 167,353
592905509 METROPOLITAN WEST T/ AT COST 1,413,102 1,272,619
998142405 CHARITABLE U S EQUIT AT COST 5,556,634 6,429,526
998152330 CHARITABLE REAL ASSE AT COST 1,032,661 1,331,728
998142411 CHARITABLE ALTERNATI AT COST 517,918 661,429
998154223 CHARITABLE INTL EQUI AT COST 3,041,176 4,465,186
037833100 APPLE INC AT COST 4,143 256,908
13321L108 CAMECO CORP AT COST 173,376 304,296
74256W584 PRINCIPAL MIDCAP FUN AT COST 612,000 931,739
38142V845 GOLDMAN SACHS INTL E AT COST 718,000 1,002,365
98419M100 XYLEM INC      
02079K305 ALPHABET INC AT COST 185,112 559,018
998155436 CHARITABLE SMALL CAP AT COST 1,068,273 1,038,739
594918104 MICROSOFT CORP AT COST 192,553 588,082
126117AT7 CNA FINANCIAL CORPDT      
40168W525 GUGGENHEIM TOTAL RET AT COST 926,000 944,385
842400HQ9 SOUTHERN CALIF EDISO      
756109BE3 REALTY INCOME CORP      
998418100 PROTEUS SPC-1825 CAP      
13607LNG4 CANADIAN IMPERIAL BA AT COST 98,714 102,250
166764100 CHEVRON CORP AT COST 101,978 120,251
313747BC0 FEDERAL REALTY OP L AT COST 98,490 102,496
337738108 FISERV INC      
36266G107 GE HEALTHCARE TECHNO AT COST 84,495 89,402
42809H107 HESS CORP      
78016FZY3 ROYAL BANK OF CANADA      
949746101 WELLS FARGO CO AT COST 130,132 245,768
020002101 ALLSTATE CORP      
025816109 AMERICAN EXPRESS CO AT COST 122,115 196,443
16115Q308 CHART INDUSTRIES INC AT COST 106,185 157,972
229663109 CUBESMART      
268150109 DYNATRACE INC AT COST 144,944 117,841
37637K108 GITLAB INC AT COST 159,599 136,459
42250P103 HEALTHPEAK PROPERTIE      
438516106 HONEYWELL INTERNATIO AT COST 147,643 142,026
452327109 ILLUMINA INC AT COST 190,739 195,297
4812C0381 JPMORGAN CORE BOND F AT COST 996,082 1,019,566
49177J102 KENVUE INC      
516544103 LANTHEUS HOLDINGS IN      
532457108 LILLY ELI & CO      
550021109 LULULEMON ATHLETICA      
651639106 NEWMONT MINING CORP AT COST 116,760 244,932
713448108 PEPSICO INC AT COST 158,105 146,103
78409V104 S&P GLOBAL INC AT COST 87,714 104,518
872590104 T-MOBILE US INC AT COST 98,445 113,296
88339J105 TRADE DESK INC      
90384S303 ULTA BEAUTY INC AT COST 151,594 245,634
91324P102 UNITEDHEALTH GROUP I AT COST 88,429 60,080
98980G102 ZSCALER INC      
H8817H100 TRANSOCEAN LTD AT COST 229,604 192,123
149123101 CATERPILLAR INC DEL AT COST 110,806 174,725
26441C204 DUKE ENERGY CORP AT COST 128,306 123,188
291011104 EMERSON ELEC CO AT COST 111,435 115,068
478160104 JOHNSON & JOHNSON AT COST 127,402 149,832
70450Y103 PAYPAL HOLDINGS INC AT COST 100,760 75,427
761152107 RESMED INC AT COST 110,133 105,019
855244109 STARBUCKS CORP AT COST 111,313 110,905
879360105 TELEDYNE TECHNOLOGIE AT COST 139,388 143,004
998678708 PROTEUS SPC-1825 CAP AT COST 1,149,810 1,279,302
G5960L103 MEDTRONIC PLC AT COST 114,874 109,316
N07059210 ASML HOLDING N V AT COST 147,679 198,994

TY 2025 OtherDecreasesSchedule
Name:
PIERSTORF MEMORIAL FUND TA
EIN:
34-6946124
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 300
ROC ADJUSTMENT ON CY SALE 823
ROUNDING 4


TY 2025 OtherExpensesSchedule
Name:
PIERSTORF MEMORIAL FUND TA
EIN:
34-6946124
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 200 0   200
PROTEUS EXPENSES 23,104 23,104   0


TY 2025 OtherIncomeSchedule2
Name:
PIERSTORF MEMORIAL FUND TA
EIN:
34-6946124
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 176,538 176,538  


TY 2025 TaxesSchedule
Name:
PIERSTORF MEMORIAL FUND TA
EIN:
34-6946124
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,136 1,136   0
FEDERAL ESTIMATES - PRINCIPAL 13,254 0   0
FOREIGN TAXES ON NONQUALIFIED 1,098 1,098   0