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
ROBBINS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 14740 MUNNBERRY OVAL
 
Room/suite
City or town
NEWBURY
State or province
OH
Country  
ZIP or foreign postal code
440659767
A Employer identification number

34-6529567
B Telephone number (see instructions)

2162220196
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)$1,283,714
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... 25,974 25,279  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,777
b Gross sales price for all assets on line 6a 109,548
7 Capital gain net income (from Part IV, line 2)... 34,777
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 60,751 60,056  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... 390 0 0 390
c Other professional fees (attach schedule).... 6,913 6,913   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,938 826   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)....... 1,715 1,515   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,956 9,254 0 590
25 Contributions, gifts, grants paid....... 64,750 64,750
26 Total expenses and disbursements. Add lines 24 and 25 ................ 76,706 9,254 0 65,340
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,955
b Net investment income (if negative, enter -0-) 50,802
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............. 16,610 7,310 7,310
2 Savings and temporary cash investments......... 37,729 37,150 37,150
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)....... 196,220 Click to see attachment
List of Attached Documents:
// Content
196,213
304,400
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).......... 372,714 Click to see attachment
List of Attached Documents:
// Content
363,010
934,854
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) 623,273 603,683 1,283,714
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........ 623,273 603,683
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)..... 623,273 603,683
30 Total liabilities and net assets/fund balances (see instructions). 623,273 603,683
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
623,273
2
Enter amount from Part I, line 27a .....................
2
-15,955
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
781
4
Add lines 1, 2, and 3 ..........................
4
608,099
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
4,416
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
603,683
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 .6 UNI CHARM CORP   2019-03-06 2025-01-07
b 3. AUTODESK INC   2018-04-27 2025-01-16
c 2. MICROCHIP TECHNOLOGY INC   2024-11-20 2025-01-16
d 1. AUTODESK INC   2018-04-27 2025-01-29
e 3. BROOKFIELD CORP   2022-10-26 2025-01-29
3. BROOKFIELD INFRASTRUCTURE CORP   2021-08-23 2025-01-29
5. KKR & CO INC     2025-01-29
2. MICROCHIP TECHNOLOGY INC   2024-11-20 2025-01-29
10. MICROCHIP TECHNOLOGY INC     2025-01-29
1. PROGRESSIVE CORP OHIO   2018-04-27 2025-01-29
3. SBA COMMUNICATIONS CORP   2018-04-27 2025-01-29
3. ARCH CAPITAL GROUP LTD     2025-01-29
1. AUTODESK INC   2018-04-27 2025-02-10
2. COSTAR GROUP INC   2021-06-01 2025-02-10
1. GARTNER INC   2024-07-10 2025-02-10
2. KKR & CO INC   2018-10-05 2025-02-10
20. MICROCHIP TECHNOLOGY INC   2018-04-27 2025-02-10
1. VERALTO CORP-W/I   2024-08-12 2025-02-10
3. VERISIGN INC   2018-04-27 2025-02-10
13. MILLROSE PROPERTIES   2025-02-10 2025-02-12
153. AMBEV SA-SPN ADR   2024-08-19 2025-02-14
392. AMBEV SA-SPN ADR     2025-02-14
8. ENN ENERGY HOLDINGS-UNSP ADR   2024-04-15 2025-02-18
25. ENN ENERGY HOLDINGS-UNSP ADR     2025-02-18
3. AUTODESK INC   2018-04-27 2025-02-26
4. MICROCHIP TECHNOLOGY INC   2018-04-27 2025-02-26
1. TRANSDIGM GROUP INC   2024-12-23 2025-03-12
117. BANCO BILBAO VIZCAYA   2018-04-30 2025-03-19
98. INFINEON TECHNOLOGIES     2025-03-19
10. CARMAX INC     2025-03-27
3. COSTAR GROUP INC   2021-06-01 2025-03-27
1. HEICO CORP NEW   2025-02-26 2025-03-27
1. BROWN & BROWN INC   2023-09-11 2025-04-11
24. ENN ENERGY HOLDINGS-UNSP ADR   2024-04-15 2025-04-24
52. SHIMANO INC-UNSPON ADR   2022-10-07 2025-04-24
5. CARMAX INC   2018-04-27 2025-04-25
2. COPART INC   2022-04-12 2025-04-25
1. GARTNER INC   2023-07-25 2025-04-25
1. KKR & CO INC   2025-04-11 2025-04-25
10. ISHARES CORE S&P 500   2009-12-29 2025-04-28
10. ISHARES RUSSELL MID-CAP   2009-12-07 2025-04-28
5. ISHARES RUSSELL 2000   2018-05-02 2025-04-28
10. VANGUARD FTSE EMERGING MARKETS   2018-05-02 2025-04-28
11. ALLIANZ SE - UNSP ADR   2018-04-30 2025-05-05
12. CARMAX INC   2018-04-27 2025-05-14
1. LIBERTY MEDIA CORP-LIB-NEW-C   2024-05-31 2025-05-14
1. LIBERTY MEDIA CORP-LIB-NEW-C   2018-04-27 2025-05-14
1. BROWN & BROWN INC   2025-04-25 2025-06-12
3. BROWN & BROWN INC   2022-04-12 2025-06-12
5. CARMAX INC   2018-04-27 2025-06-12
2. HEICO CORP NEW   2023-08-29 2025-06-12
2. PROGRESSIVE CORP OHIO   2018-04-27 2025-06-12
4. BROOKFIELD CORP     2025-07-07
2. HEICO CORP NEW   2023-08-29 2025-07-07
1. LIBERTY MEDIA CORP-LIB-NEW-C   2018-04-27 2025-07-07
1. LIBERTY MEDIA CORP-LIB-NEW-A   2024-09-16 2025-07-07
9. O REILLY AUTOMOTIVE INC   2018-04-27 2025-07-07
2. PROGRESSIVE CORP OHIO   2018-04-27 2025-07-07
4. ARCH CAPITAL GROUP LTD   2024-11-20 2025-07-07
10. ARCH CAPITAL GROUP LTD     2025-07-07
26. ALLIANZ SE - UNSP ADR   2018-04-30 2025-07-18
2. ANSYS INC   2018-07-30 2025-07-18
1. ANSYS INC   2018-08-03 2025-07-18
53. ATLAS COPCO AB   2019-01-03 2025-07-18
32. MANULIFE FINANCIAL CORP     2025-07-18
17. CHUGAI PHARMACEUTIC-UNSP ADR   2025-03-19 2025-07-22
30. CHUGAI PHARMACEUTIC-UNSP ADR     2025-07-22
.02 SYNOPSYS INC   2025-07-18 2025-07-22
3. BROOKFIELD CORP   2025-03-12 2025-07-25
1. GARTNER INC   2023-09-14 2025-07-25
8. PERIMETER SOLUTIONS INC   2021-12-30 2025-07-25
1. SYNOPSYS INC   2025-07-18 2025-07-25
5. VAIL RESORTS INC     2025-07-25
1. ARCH CAPITAL GROUP LTD   2018-04-27 2025-07-25
3. BROOKFIELD ASSET MGMT-A-W/I   2018-04-27 2025-08-13
13. CARMAX INC   2018-04-27 2025-08-13
3. GARTNER INC     2025-08-13
2. KKR & CO INC     2025-08-13
3. O REILLY AUTOMOTIVE INC   2018-04-27 2025-08-13
3. VAIL RESORTS INC   2019-02-01 2025-08-13
1. ARCH CAPITAL GROUP LTD   2018-04-27 2025-08-13
2. COSTAR GROUP INC   2021-06-01 2025-08-27
4. GARTNER INC   2018-04-27 2025-08-27
77. HALEON PLC-ADR-W/I ADR   2023-04-06 2025-09-12
32. SONY GROUP CORPORATION ADR   2023-12-14 2025-09-12
6. DBS GROUP HLDGS LTD   2018-04-30 2025-09-15
17. ROCHE HOLDING LTD SPONSORED ADR   2024-07-09 2025-09-15
29. SCHNEIDER ELECTRIC SE     2025-09-15
4. PROGRESSIVE CORP OHIO   2018-04-27 2025-09-17
2. TAIWAN SEMICONDUCTOR MTG CO   2018-04-30 2025-10-09
58. ZTO EXPRESS CAYMAN INC ADR   2024-04-24 2025-10-09
4. DBS GROUP HLDGS LTD   2018-04-30 2025-10-10
53. KOMATSU LTD     2025-10-10
7. NESTLE S.A.   2024-09-10 2025-10-10
.5 BROOKFIELD CORP   2018-04-27 2025-10-16
4. BROOKFIELD CORP     2025-10-16
4. BROOKFIELD CORP   2022-10-26 2025-10-16
2. COSTAR GROUP INC   2021-06-01 2025-10-16
.6 SONY FINANCIAL GROUP INC-ADR   2025-10-06 2025-10-16
16. ISHARES RUSSELL 2000   2018-05-02 2025-10-22
5. WR BERKLEY CORP     2025-10-30
2. WR BERKLEY CORP   2024-08-12 2025-10-30
33. BHP GROUP LTD   2021-03-09 2025-10-30
18. BROOKFIELD CORP     2025-10-30
19. NESTLE S.A.     2025-10-30
1. TAIWAN SEMICONDUCTOR MTG CO   2018-04-30 2025-10-30
3. WR BERKLEY CORP   2024-08-12 2025-11-20
8. BROOKFIELD CORP     2025-11-20
1. HEICO CORP NEW   2023-08-29 2025-11-20
2. ARCH CAPITAL GROUP LTD   2018-04-27 2025-11-20
14. SAP SE SPONSORED ADR   2018-04-30 2025-12-08
3. NEW LINDE PLC   2018-12-12 2025-12-08
48. DASSAULT SYSTEMS SA   2025-10-30 2025-12-09
45. DASSAULT SYSTEMS SA     2025-12-09
1. AIR PRODUCTS & CHEMICALS INC   2025-01-29 2025-12-16
1. AMETEK INC NEW   2025-10-30 2025-12-16
1. APPFOLIO INC - A   2025-09-17 2025-12-16
2. ARES MANAGEMENT CORP - A     2025-12-16
2. WR BERKLEY CORP   2024-07-10 2025-12-16
28. BROOKFIELD CORP     2025-12-16
1. BROOKFIELD INFRASTRUCTURE CORP   2025-11-20 2025-12-16
16. BROOKFIELD INFRASTRUCTURE CORP     2025-12-16
9. BROOKFIELD RENEWABLE CORP CL A     2025-12-16
4. BROOKFIELD ASSET MGMT-A-W/I   2018-04-27 2025-12-16
1. BROWN & BROWN INC   2025-11-20 2025-12-16
6. CBRE GROUP INC     2025-12-16
27. CCC INTELLIGENT SOLUTIONS HO   2024-03-11 2025-12-16
2. COPART INC   2025-08-13 2025-12-16
18. COPART INC     2025-12-16
8. COSTAR GROUP INC     2025-12-16
1. DOMINO'S PIZZA, INC.   2023-01-05 2025-12-16
4. ENTEGRIS, INC     2025-12-16
10. FASTENAL CO   2019-07-11 2025-12-16
4. FLOOR & DECOR HOLDINGS INC   2024-11-01 2025-12-16
1. GRACO INC   2024-10-11 2025-12-16
5. HEICO CORP NEW     2025-12-16
5. HILTON WORLDWIDE HLDGS - W/I     2025-12-16
2. HYATT HOTELS CORP   2025-08-13 2025-12-16
30. ISHARES RUSSELL 2000   2018-05-02 2025-12-16
2. KKR & CO INC   2025-04-11 2025-12-16
6. KKR & CO INC   2018-10-05 2025-12-16
2. LPL FINANCIAL HOLDINGS INC     2025-12-16
4. LENNAR CORP     2025-12-16
3. LIBERTY MEDIA CORP-LIB-NEW-C   2018-04-27 2025-12-16
1. MSCI INC   2023-09-20 2025-12-16
1. MARTIN MARIETTA MATLS INC   2025-07-07 2025-12-16
12. O REILLY AUTOMOTIVE INC   2018-04-27 2025-12-16
8. PERIMETER SOLUTIONS INC   2021-12-30 2025-12-16
3. PROCORE TECHNOLOGIES INC   2024-12-04 2025-12-16
1. ROPER TECHNOLOGIES INC   2023-01-05 2025-12-16
1. ROSS STORES INC   2024-06-21 2025-12-16
3. TOAST INC-CLASS A   2025-02-10 2025-12-16
1. TRANSDIGM GROUP INC   2025-08-27 2025-12-16
1. TYLER TECHNOLOGIES INC   2021-03-22 2025-12-16
1. VEEVA SYSTEMS INC-CLASS A   2025-09-17 2025-12-16
2. VEEVA SYSTEMS INC-CLASS A   2024-09-16 2025-12-16
1. VERALTO CORP-W/I   2024-08-12 2025-12-16
1. VERISK ANALYTICS INC   2018-04-27 2025-12-16
1. VULCAN MATERIALS CO   2025-07-25 2025-12-16
3. VULCAN MATERIALS CO     2025-12-16
1. WASTE CONNECTIONS INC   2024-07-23 2025-12-16
1. WATERS CORP   2024-10-11 2025-12-16
2. ARCH CAPITAL GROUP LTD   2018-04-27 2025-12-16
1. WIX.COM LTD   2025-10-30 2025-12-16
2. BROOKFIELD CORP   2018-04-27 2025-12-18
1. BROOKFIELD ASSET MGMT-A-W/I   2018-04-27 2025-12-18
1. COSTAR GROUP INC   2023-12-05 2025-12-18
7. BROOKFIELD CORP   2018-04-27 2025-12-19
3. HILTON WORLDWIDE HLDGS - W/I     2025-12-19
1. IDEXX LABS INC   2025-02-10 2025-12-19
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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    
(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 2   3 -1
b 878   380 498
c 113   129 -16
d 304   127 177
e 183   97 86
122   129 -7
843   142 701
112   129 -17
561   429 132
248   61 187
603   478 125
285   303 -18
307   127 180
154   171 -17
530   449 81
295   54 241
1,043   847 196
99   107 -8
667   354 313
287   321 -34
288   375 -87
737   1,514 -777
219   266 -47
683   1,692 -1,009
866   380 486
236   169 67
1,332   1,271 61
1,703   953 750
3,747   1,879 1,868
742   640 102
239   256 -17
212   187 25
118   73 45
764   799 -35
708   860 -152
325   314 11
121   61 60
416   363 53
114   101 13
5,502   1,133 4,369
832   202 630
966   776 190
449   453 -4
465   262 203
813   754 59
97   75 22
97   28 69
106   114 -8
318   218 100
334   314 20
474   266 208
530   122 408
257   211 46
511   266 245
103   28 75
93   72 21
820   157 663
517   122 395
357   379 -22
892   453 439
1,045   620 425
792   338 454
396   173 223
820   303 517
988   567 421
393   387 6
693   422 271
12   12  
201   152 49
355   356 -1
133   113 20
610   577 33
788   1,345 -557
88   27 61
189   59 130
736   817 -81
694   570 124
297   226 71
309   52 257
452   581 -129
88   27 61
177   171 6
980   485 495
754   692 62
936   588 348
963   511 452
698   583 115
1,590   577 1,013
967   243 724
597   78 519
1,108   1,225 -117
664   341 323
1,849   1,188 661
655   730 -75
22   7 15
180   150 30
180   97 83
150   171 -21
3   3  
3,890   2,483 1,407
358   293 65
143   115 28
1,883   2,511 -628
833   379 454
1,833   1,663 170
303   39 264
231   172 59
357   164 193
242   133 109
184   54 130
3,411   1,561 1,850
1,173   484 689
1,307   1,372 -65
1,225   1,547 -322
240   327 -87
201   197 4
230   275 -45
345   325 20
137   106 31
1,258   484 774
45   45  
719   673 46
353   480 -127
213   79 134
81   79 2
966   818 148
208   338 -130
78   95 -17
700   500 200
508   673 -165
434   340 94
352   457 -105
422   151 271
242   414 -172
82   86 -4
1,204   647 557
1,420   720 700
322   283 39
7,495   4,656 2,839
265   201 64
796   162 634
736   757 -21
468   499 -31
287   85 202
550   540 10
627   558 69
1,119   209 910
225   113 112
216   257 -41
443   438 5
182   149 33
104   125 -21
1,268   1,323 -55
448   425 23
217   274 -57
434   433 1
98   107 -9
217   107 110
292   275 17
876   833 43
176   182 -6
373   358 15
191   54 137
103   135 -32
91   29 62
53   20 33
65   84 -19
316   100 216
874   298 576
702   464 238
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
      2,817
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       -1
b       498
c       -16
d       177
e       86
      -7
      701
      -17
      132
      187
      125
      -18
      180
      -17
      81
      241
      196
      -8
      313
      -34
      -87
      -777
      -47
      -1,009
      486
      67
      61
      750
      1,868
      102
      -17
      25
      45
      -35
      -152
      11
      60
      53
      13
      4,369
      630
      190
      -4
      203
      59
      22
      69
      -8
      100
      20
      208
      408
      46
      245
      75
      21
      663
      395
      -22
      439
      425
      454
      223
      517
      421
      6
      271
       
      49
      -1
      20
      33
      -557
      61
      130
      -81
      124
      71
      257
      -129
      61
      6
      495
      62
      348
      452
      115
      1,013
      724
      519
      -117
      323
      661
      -75
      15
      30
      83
      -21
       
      1,407
      65
      28
      -628
      454
      170
      264
      59
      193
      109
      130
      1,850
      689
      -65
      -322
      -87
      4
      -45
      20
      31
      774
       
      46
      -127
      134
      2
      148
      -130
      -17
      200
      -165
      94
      -105
      271
      -172
      -4
      557
      700
      39
      2,839
      64
      634
      -21
      -31
      202
      10
      69
      910
      112
      -41
      5
      33
      -21
      -55
      23
      -57
      1
      -9
      110
      17
      43
      -6
      15
      137
      -32
      62
      33
      -19
      216
      576
      238
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 34,777
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) 1 706
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........................... 3 706
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- ..... 5 706
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 588
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.............. 7 588
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....... 9 118
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (216) 222-0196

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
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)
 
No
(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
 
 
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
ANDREW J GUENTHER PRESIDENT
1
0    
14740 Munnberry Oval
Newbury,OH44065
BURTON BUECHNER BOARD MEMBER
1
0    
4316 CAPRICE COURT
ALEXANDER,VA22310
MARLA E ROBBINS BOARD MEMBER
1
0    
PO BOX 457
GATES MILLS,OH44040
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
1,237,961
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
1,237,961
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
1,237,961
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
18,569
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,219,392
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
60,970
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
60,970
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
706
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
706
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
60,264
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
60,264
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
60,264
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
65,340
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
65,340
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 60,264
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 48,091
e From 2024...... 174,034
f Total of lines 3a through e ........ 222,125
4Qualifying distributions for 2025 from Part
XI, line 4: $ 65,340
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..... 60,264
e Remaining amount distributed out of corpus 5,076
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 5 227,201
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 ......
227,201
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 48,091
d Excess from 2024 .... 174,034
e Excess from 2025 .... 5,076
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

3BRAVO

8TH THE GREEN STE B
DOVER,DE19901
NONE   GENERAL SUPPORT 5,000

ST FRANCIS OF ASSISI PARISH

6850 MAYFIELD RD
GATES MILLS,OH44040
NONE   SPORTS BOOSTERS AND GENERAL 1,600

HAWKEN SCHOOL

12465 COUNTY LINE ROAD
GATES MILLS,OH44040
NONE   GENERAL SUPPORT 3,500

THE CLEVELAND CLINIC FOUNDATION

9500 EUCLID AVE
CLEVELAND,OH44195
NONE   VETERAN PATIENT COINS 1,500

URSULINE COLLEGE

2550 LANDER RD
PEPPER PIKE,OH44124
NONE   FEMALE THROWS TEAM AND 12,000

GILMOUR ACADEMY

34001 CEDAR ROAD
GATES MILLS,OH44040
NONE   GENERAL SUPPORT 5,000

WORD OF GRACE CHURCH

9021 MAYFIELD RD
CHESTERLAND,OH44026
NONE   GENERAL SUPPORT 3,500

MYLIFESPEAKS

PO BOX 100972
NASHVILLE,TN37224
NONE   GENERAL SUPPORT 5,000

SECOND GLANCE MINISTRIES INC

PO BOX 440208
AURORA,CO80044
NONE   GENERAL SUPPORT 7,500

Sentinel Foundation

210 DELBURG STREET
Davidson,NC28036
NONE   GENRAL SUPPORT 10,150

WEST TACTICAL OFFICERS FOUNDATION

119 S LYMAN ST
WADSWORTH,OH44281
NONE   SGT. EAN ESPOSITO 10,000
Total ................................. 3a 64,750
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 25,974  
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 34,777  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   60,751  
13Total. Add line 12, columns (b), (d), and (e)..................
13
60,751
(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:
ROBBINS FOUNDATION
EIN:
34-6529567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 390     390

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
ROBBINS FOUNDATION
EIN:
34-6529567
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsCorpStockSchedule
Name:
ROBBINS FOUNDATION
EIN:
34-6529567
Name of Stock End of Year Book Value End of Year Fair Market Value
115236101 BROWN & BROWN INC 3,439 5,818
115637209 BROWN FORMAN CORP CL    
136375102 CANADIAN NATL RAILWA 706 890
143130102 CARMAX INC    
171269103 CHUGAI PHARMACEUTIC- 1,365 3,021
192422103 COGNEX CORP    
217204106 COPART INC 1,850 5,638
237545108 DASSAULT SYSTEMS SA 937 1,005
311900104 FASTENAL CO 690 2,087
344419106 FOMENTO ECONOMICO ME 2,720 3,436
366651107 GARTNER INC    
422806208 HEICO CORP NEW 3,906 9,592
448579102 HYATT HOTELS CORP 1,152 2,244
500458401 KOMATSU LTD SPON ADR    
502117203 L OREAL CO 1,955 3,083
526057104 LENNAR CORP 1,461 2,673
538034109 LIVE NATION ENTERTAI 3,943 7,125
570535104 MARKEL GROUP INC 3,429 6,449
573284106 MARTIN MARIETTA MATL 3,122 5,604
595017104 MICROCHIP TECHNOLOGY    
615369105 MOODY'S CORP 492 1,533
641069406 NESTLE S.A. SPONSORE    
670108109 NOVONESIS (NOVOZYMES 708 954
743315103 PROGRESSIVE CORP OHI    
767204100 RIO TINTO PLC 1,868 2,721
771195104 ROCHE HOLDING LTD SP 1,657 2,991
776696106 ROPER TECHNOLOGIES I 2,413 3,561
778296103 ROSS STORES INC 690 1,261
803054204 SAP SE SPONSORED ADR    
824667109 SHIONOGI & CO LTD-UN 1,343 1,302
874039100 TAIWAN SEMICONDUCTOR 736 5,774
893641100 TRANSDIGM GROUP INC 1,823 9,309
902252105 TYLER TECHNOLOGIES I 2,126 2,724
929160109 VULCAN MATERIALS CO 4,130 8,271
92343E102 VERISIGN INC    
00783V104 ADYEN NV-UNSPON ADR 853 1,693
00846U101 AGILENT TECHNOLOGIES    
02319V103 AMBEV SA-SPN ADR ADR    
03662Q105 ANSYS INC    
05946K101 BANCO BILBAO VIZCAYA 921 2,984
11275Q107 BROOKFIELD INFRASTRU    
11284V105 BROOKFIELD RENEWABLE    
12504L109 CBRE GROUP INC 2,271 6,271
22160N109 COSTAR GROUP INC 4,420 4,102
23304Y100 DBS GROUP HLDGS LTD 2,187 5,268
25754A201 DOMINO'S PIZZA, INC. 1,849 2,918
29429L105 EPIROC AKTIEBOLAG-UN    
40415F101 HDFC BANK LTD 3,233 4,019
43300A203 HILTON WORLDWIDE HLD 2,429 8,618
45104G104 ICICI BANK LTD SPON    
45168D104 IDEXX LABS INC 1,174 2,706
45662N103 INFINEON TECHNOLOGIE    
48251W104 KKR & CO INC 1,537 7,139
54338V101 LONZA GROUP AG UNSPO    
55354G100 MSCI INC 2,291 3,442
65479L108 NITORI HLDGS CO LTD-    
67103H107 O REILLY AUTOMOTIVE 1,413 7,388
69343P105 LUKOIL PJSC-SPON ADR 1,942  
72341E304 PING AN INSURANCE (G 1,383 1,057
78410G104 SBA COMMUNICATIONS C    
80687P106 SCHNEIDER ELECTRIC S 1,973 3,186
83569C102 SONOVA HLDG AG 595 930
86614U100 SUMMIT MATERIALS INC    
87155N109 SYMRISE AG 1,015 1,006
87184P109 SYSMEX CORP 2,893 1,238
88032Q109 TENCENT HOLDINGS LTD 3,665 4,823
90460M204 UNI CHARM CORP 1,689 899
91879Q109 VAIL RESORTS INC    
92345Y106 VERISK ANALYTICS INC 428 895
G0403H108 AON PLC/IRELAND-A SE    
G0450A105 ARCH CAPITAL GROUP L 518 1,822
H01301128 ALCON INC 1,257 1,576
M98068105 WIX.COM LTD 439 519
N97284108 NEBIUS GROUP N.V. 377 1,172
001317205 AIA GROUP LTD 2,897 3,529
009126202 AIR LIQUIDE 729 1,390
015393101 ALFA LAVAL AB-UNSPON 1,493 2,612
018820100 ALLIANZ SE - UNSP AD 2,294 4,692
03990B101 ARES MANAGEMENT CORP 1,436 2,586
049255706 ATLAS COPCO AB 383 1,200
052769106 AUTODESK INC    
088606108 BHP GROUP LTD SPONSO    
26876F102 ENN ENERGY HOLDINGS-    
40523H106 HAIER SMART HOME CO 1,415 1,424
715684106 PERUSAHAAN PERSEROAN 1,606 1,410
G98239109 XP INC - CLASS A SED    
L7579L106 PERIMETER SOLUTIONS    
11271J107 BROOKFIELD CORP 2,728 8,765
113004105 BROOKFIELD ASSET MGM 742 1,624
194014502 ENOVIS CORP    
233802107 DAIFUKU CO LTD - UNS 948 1,454
56501R106 MANULIFE FINANCIAL C 1,286 2,685
780259305 SHELL PLC-W/I-ADR 2,979 3,674
82455C101 SHIMANO INC-UNSPON A    
824841407 SHISEIDO LTD SPON AD    
045387107 ASSA ABLOY AB UNSP 982 1,719
09075V102 BIONTECH SE ADR SEDO    
361ESC049 GCI LIBERTY INC    
372303206 GENMAB A/S -SP ADR 2,075 1,663
405552100 HALEON PLC-ADR-W/I A 2,223 2,548
44267T102 HOWARD HUGHES HOLDIN    
531229755 LIBERTY MEDIA CORP-L 712 2,463
531229771 LIBERTY MEDIA CORP-L 1,154 1,430
824348106 SHERWIN-WILLIAMS CO    
835699307 SONY GROUP CORPORATI 1,892 2,637
941848103 WATERS CORP 1,153 1,519
G2519Y108 CREDICORP LTD 1,026 2,009
G54950103 NEW LINDE PLC SEDOL    
031100100 AMETEK INC NEW 1,351 1,642
084423102 WR BERKLEY CORP 531 701
11276H106 BROOKFIELD INFRASTRU 3,845 5,403
11285B108 BROOKFIELD RENEWABLE 1,952 1,917
12510Q100 CCC INTELLIGENT SOLU 2,031 1,415
19624Y200 COLOPLAST A/S-SPONSO 1,058 740
25461D100 DISCO CORP-UNSPONSOR 4,475 4,539
29362U104 ENTEGRIS, INC 2,614 2,275
303250104 FAIR ISAAC CORPORATI 4,207 5,072
339750101 FLOOR & DECOR HOLDIN 2,251 1,644
363576109 GALLAGHER ARTHUR J & 3,120 2,847
384109104 GRACO INC 748 738
40052P107 GRUPO FIN BANORTE SP 1,044 1,300
58733R102 MERCADOLIBRE INC 1,567 2,014
71385M107 PERIMETER SOLUTIONS 666 1,514
74275K108 PROCORE TECHNOLOGIES 1,223 1,091
78351F107 RYAN SPECIALTY HOLDI 1,359 1,084
87873R101 TECHTRONIC INDUSTRIE 1,160 921
922475108 VEEVA SYSTEMS INC-CL 2,802 3,348
92338C103 VERALTO CORP-W/I 302 299
94106B101 WASTE CONNECTIONS IN 1,625 1,578
98980A105 ZTO EXPRESS CAYMAN I    
009158106 AIR PRODUCTS & CHEMI 1,520 1,235
03783C100 APPFOLIO INC - A 1,151 1,163
20449X401 COMPASS GROUP PLC-SP 1,319 1,216
210919106 CONTEMPORARY AMPEREX 2,409 2,482
26969P108 EAGLE MATERIALS INC 642 620
29429L402 EPIROC AB-SPON ADR 795 1,872
50212V100 LPL FINANCIAL HOLDIN 2,842 2,857
51809L109 LASERTEC CORP - ADR 3,010 2,962
530909308 LIBERTY LIVE HOLDING 952 915
55379N106 M3 INC - UNSP ADR 1,229 1,092
64110W102 NETEASE INC 1,523 1,927
653656108 NICE LTD 2,530 2,261
66987V109 NOVARTIS AG 1,151 1,379
674388103 OBIC CO LTD ADR 1,657 1,464
783513203 RYANAIR HOLDINGS PLC 1,237 1,588
78437M100 SF HOLDING CO LTD-UN 1,022 923
786584102 SAFRAN SA 1,341 1,393
81141R100 SEA LTD-ADR 1,303 893
83571B100 SONY FINANCIAL GROUP 103 105
888787108 TOAST INC-CLASS A 932 852
N07059210 ASML HOLDING NV-NY 4,048 5,349

TY 2025 InvestmentsOtherSchedule2
Name:
ROBBINS FOUNDATION
EIN:
34-6529567
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256206103 DODGE & COX INTERNAT AT COST 73,770 110,871
256210105 DODGE & COX INCOME F      
464287200 ISHARES CORE S&P 500 AT COST 71,734 438,362
464287408 ISHARES S&P 500 VALU AT COST 16,295 64,681
464287499 ISHARES RUSSELL MID- AT COST 17,801 84,910
464287655 ISHARES RUSSELL 2000 AT COST 40,337 83,694
922042858 VANGUARD FTSE EMERGI AT COST 23,073 29,084
09260B382 BLACKROCK STRATEGIC      
72201F490 PIMCO INCOME FUND AT COST 120,000 123,252

TY 2025 OtherDecreasesSchedule
Name:
ROBBINS FOUNDATION
EIN:
34-6529567
Description Amount
POSTED NEXT YR / EFFECTIVE CURRENT YR 675
TAX COST ADJ ARES MANAGEMENT CORP 31
TAX COST ADJ TRANSDIGM GROUP INC 360
DIFFERENCE IN CHECKS WRITTEN AND CASHED 3,350


TY 2025 OtherExpensesSchedule
Name:
ROBBINS FOUNDATION
EIN:
34-6529567
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 156 156   0
STATE FILING FEES 200 0   200
MAP MANAGEMENT FEES 1,135 1,135   0
TRANSACTION CHARGES 213 213   0
CLASS ACTION FILING FEES 11 11   0


TY 2025 OtherIncreasesSchedule
Name:
ROBBINS FOUNDATION
EIN:
34-6529567
Description Amount
POSTED CURRENT YR / EFFECTIVE PRIOR YR 770
ROUNDING ADJ FOR SALES AND TRANSACTIONS 11


TY 2025 OtherProfessionalFeesSchedule
Name:
ROBBINS FOUNDATION
EIN:
34-6529567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC AGENT FOR TRUSTEE FEES 6,913 6,913    


TY 2025 TaxesSchedule
Name:
ROBBINS FOUNDATION
EIN:
34-6529567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 768 768   0
FEDERAL TAX PAYMENT - PRIOR YE 1,524 0   0
FEDERAL ESTIMATES - PRINCIPAL 588 0   0
FOREIGN TAXES ON NONQUALIFIED 58 58   0