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
HIS FIRST FOUNDATION
% JOHN S WIELAND
Number and street (or P.O. box number if mail is not delivered to street address) 8901 N INDUSTRIAL ROAD
  Room/suite
City or town
PEORIA
State or province
IL
Country  
ZIP or foreign postal code
61615
A Employer identification number

37-1414330
B Telephone number (see instructions)

3096864048
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)$29,536,912J 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) 5,000,000
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 882,190 882,190  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 518,833
b Gross sales price for all assets on line 6a 9,065,696
7 Capital gain net income (from Part IV, line 2)... 518,833
8 Net short-term capital gain.........  
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........ 6,401,023 1,401,023  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
190,926 190,926   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 190,926 190,926   0
25 Contributions, gifts, grants paid....... 1,042,500 1,042,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,233,426 190,926   1,042,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,167,597
b Net investment income (if negative, enter -0-) 1,210,097
c Adjusted net income (if negative, enter -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......... 857,679 582,675 582,675
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
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)....... 20,221,938 Click to see attachment
List of Attached Documents:
// Content
26,615,539 		26,615,539
c Investments—corporate bonds (attach schedule)....... 825,540 Click to see attachment
List of Attached Documents:
// Content
2,338,698 		2,338,698
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 21,905,157 29,536,912 29,536,912
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 21,905,157 29,536,912
29 Total net assets or fund balances (see instructions)..... 21,905,157 29,536,912
30 Total liabilities and net assets/fund balances (see instructions). 21,905,157 29,536,912
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
21,905,157
2
Enter amount from Part I, line 27a .....................
2
5,167,597
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,464,158
4
Add lines 1, 2, and 3 ..........................
4
29,536,912
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
29,536,912
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(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 9,065,696   8,546,863 518,833
b
c
d
e
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       518,833
b
c
d
e
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 2 518,833
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 16,820
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 16,820
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 16,820
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 15,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 269
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 7,911
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax7,911 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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)
IL
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 addressN/A
14
The books are in care ofJOHN WIELAND Telephone no. (309) 686-4048

Located at8901 N INDUSTRIAL ROADPEORIAIL ZIP+461615
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
JOHN S WIELAND DIRECTOR
5.00 		0 0 0
8901 N INDUSTRIAL ROAD
PEORIA,IL61615
JULIE WIELAND DIRECTOR
5.00 		0 0 0
8901 N INDUSTRIAL ROAD
PEORIA,IL61615
JENNIFER WIELAND DIRECTOR
5.00 		0 0 0
8901 N INDUSTRIAL ROAD
PEORIA,IL61615
RICHARD WIELAND DIRECTOR
5.00 		0 0 0
8901 N INDUSTRIAL ROAD
PEORIA,IL61615
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.........................0
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
25,060,563
b
Average of monthly cash balances.......................
1b
1,758,286
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
26,818,849
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
26,818,849
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
402,283
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,416,566
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,320,828
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
1,320,828
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
16,820
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,820
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,304,008
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,304,008
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
1,304,008
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
1,042,500
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,042,500
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 1,304,008
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...... 334,384
b From 2021...... 73,371
c From 2022...... 1,451,519
d From 2023...... 1,077,804
e From 2024...... 879,860
f Total of lines 3a through e ........ 3,816,938
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,042,500
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..... 1,042,500
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 261,508 261,508
(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 3,555,430
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) ... 		72,876
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		3,482,554
10 Analysis of line 9:
a Excess from 2021 .... 73,371
b Excess from 2022 .... 1,451,519
c Excess from 2023 .... 1,077,804
d Excess from 2024 .... 879,860
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOHN WIELAND
8901 N INDUSTRIAL RD
PEORIA,IL61615
(309) 686-4048
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN LETTER EXPLAINING NEED, AMOUNT REQUESTED AND PURPOSE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FUNDS WILL BE DISTRIBUTED TO THE FOLLOWING GROUPS: 1. FAITH BASED ORGANIZATIONS 2. SECULAR "GOOD WORKS ORGANIZATIONS WHOSE VALUES ALIGN WITH "FOUNDATION" 3. PEOPLE IN NEED SUFFERING BECAUSE OF OUTSIDE CIRCUMSTANCES COMPLETELY OUT OF THEIR CONTROL
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

BIBLICAL COUNSELING MINISTRY

4616 N WINGOVER CT
PEORIA,IL61615 		    CHARITABLE 10,000

BLACK BUFFALO GLOBAL MISSIONS

PO BOX 280
SILVERTON,OR97381 		    CHARITABLE 10,000

CADRE MINISTRY

PO BOX 278
SYCAMORE,IL60178 		    CHARITABLE 10,000

CHILD EVANGELISM FELLOWSHIP

17482 STATE HWY M
WARRENTON,MO63383 		    CHARITABLE 10,000

CITI VISION

401 WEST 205TH STREET
NEW YORK,NY10034 		    CHARITABLE 50,000

COMMUNITY WORKSHOP TRAINING CENTER

3215 N UNIVERSITY ST
PEORIA,IL61604 		    CHARITABLE 10,000

CRESCENT PROJECT

8445 KEYSTONE CROSSING STE 105
INDIANAPOLIS,IN46240 		    CHARITABLE 20,000

CRITTENTION CENTER

442 W JOHN H GWYNN JR AVE
PEORIA,IL61605 		    CHARITABLE 5,000

DESTINY FOR WOMEN

2805 N KNOXVILLE AVE
PEORIA,IL61604 		    CHARITABLE 25,000

DREAM CENTER PEORIA

714 HAMILTON BLVD
PEORIA,IL61603 		    CHARITABLE 100,000

EPIC

1913 W TOWNLINE RD
PEORIA,IL616151621 		    CHARITABLE 10,000

FRIENDSHIP HOUSE

800 NE MADISON AVE
PEORIA,IL61603 		    CHARITABLE 25,000

GREAT NEWS RADIO

PO BOX 550
FISHER,IL61843 		    CHARITABLE 5,000

HANDS OF LOVE

PO BOX 131
WASHINGTON,IL61571 		    CHARITABLE 20,000

INTERNATIONAL RESCUE COMMITTEE

420 S EMPORIA SUITE 200
WICHITA,KS67202 		    CHARITABLE 10,000

JESUS ON LINE

PO BOX 1643
HIGLEY,AZ85236 		    CHARITABLE 10,000

LIFESONG

PO BOX 40 202 N FORD ST
GRIDLEY,IL61744 		    CHARITABLE 25,000

LONE PINE MINISTRIES

PO BOX 195982
DALLAS,TX75219 		    CHARITABLE 25,000

NINETY FIVE NETWORK

2607 WOODRUFF RD SUITE E355
SIMPSONVILLE,SC29681 		    CHARITABLE 10,000

PAACS CHRISTIAN MEDICAL & DENTAL

PO BOX 735262
DALLAS,TX753735262 		    CHARITABLE 10,000

PATHWAY MINISTRIES

601 SW ADAMS ST
PEORIA,IL61602 		    CHARITABLE 100,000

PEORIA CHRISTIAN SCHOOL

3506 N CALIFORNIA AVE
PEORIA,IL61603 		    CHARITABLE 10,000

SALVATION ARMY

401 NE ADAMS ST
PEORIA,IL60603 		    CHARITABLE 10,000

SOUTH SIDE MISSION

1127 S LARAMIE ST
PEORIA,IL61605 		    CHARITABLE 25,000

ST MARYS SCHOOL OF KICKAPOO

9910 W KNOX ST
EDWARDS,IL61528 		    CHARITABLE 10,000

VOICE OF THE MARTYRS

1815 SE BISON RD
BARTLESVILLE,OK74006 		    CHARITABLE 10,000

WPEO

1708 HIGHVIEW ROAD
EAST PEORIA,IL61611 		    CHARITABLE 50,000

WTVP

101 STATE STREET
PEORIA,IL61602 		    CHARITABLE 300,000

YOUTH HORIZON

125 S WASHINGTON ST SUITE 200
WICHITA,KS672024705 		    CHARITABLE 10,000

AMERICAN BIBLE SOCIETY

PO BOX 8914
TOPEKA,KS666089983 		    CHARITABLE 10,000

FELLOWSHIP OF CHRISTIAN ATHLETES

PO BOX 24
PEORIA,IL61650 		    CHARITABLE 20,000

LOOKS ITS MY BOOK

PO BOX 3114
PEORIA,IL61612 		    CHARITABLE 5,000

UNION RESCUE MISSION

2800 N HILLSIDE
WICHITA,KS67219 		    CHARITABLE 20,000

YOUNG LIFE

PO BOX 250
COLORADO SPRINGS,CO80901 		    CHARITABLE 10,000

YOUTH FOR CHRIST

4100 N BRANDYWINE DR
PEORIA,IL61614 		    CHARITABLE 40,000

PEORIA HISTORICAL SOCIETY

611 SW WASHINGTON ST
PEORIA,IL61602 		    CHARITABLE 2,500

PEORIA CHRISTIAN CENTER

3506 N CALIFORNIA AVE
PEORIA,IL61603 		    CHARITABLE 10,000
Total ................................. 3a 1,042,500
bApproved for future payment
Total ................................. 3b 0
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 ....     14 882,190  
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 ............ 		    18 518,833  
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) .. 0 1,401,023 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,401,023
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
HIS FIRST FOUNDATION
% JOHN S WIELAND
Employer identification number

37-1414330
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
HIS FIRST FOUNDATION
% JOHN S WIELAND 		Employer identification number
37-1414330
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MH LOGISTICS
 
8901 N INDUSTRIAL RD
 
PEORIA, IL61615

$ 5,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
HIS FIRST FOUNDATION
% JOHN S WIELAND 		Employer identification number

37-1414330
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
HIS FIRST FOUNDATION
% JOHN S WIELAND 		Employer identification number

37-1414330
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 InvestmentsCorpBondsSchedule
Name:
HIS FIRST FOUNDATION
 
% JOHN S WIELAND
EIN:
37-1414330
Name of Bond End of Year Book Value End of Year Fair Market Value
VICTORY SHORT TERM BOND 905,261 905,261
AMERICAN FUNDS STRATEGIC BOND FUND 105,150 105,150
TCW METROPOLITAN WEST TOTAL RETURN BOND FUND 104,358 104,358
ISHARES TR CORE US AGGBD 167,599 167,599
AMERICAN BOND FUND OF AMERICA 452,814 452,814
NATIXIS LOOMIS SAYLES 603,516 603,516

TY 2025 InvestmentsCorpStockSchedule
Name:
HIS FIRST FOUNDATION
 
% JOHN S WIELAND
EIN:
37-1414330
Name of Stock End of Year Book Value End of Year Fair Market Value
AT&T INCORPORATED 248,400 248,400
ABBOTT LABS 187,935 187,935
ABBVIE INCORPORATED 114,245 114,245
ALPHABET INCORPORATED CAP STK CLASS C 313,800 313,800
AMAZON COM INCORPORATED 230,820 230,820
APPLE INCORPORATED 135,930 135,930
BANK AMERICA CORPORATION 55,000 55,000
CATERPILLAR INCORPORATED 143,218 143,218
CHEVRON CORPORATION 91,446 91,446
CISCO SYSTEMS INCORPORATED 96,288 96,288
COSTCO WHOLESALE CORPORATION 86,234 86,234
DIAMONDBACK ENERGY INCORPORATED 75,165 75,165
GOLDMAN SACHS GROUP INCORPORATED 219,750 219,750
HYSTER YALE MATLS HANDLING 356,520 356,520
INTERNATIONAL BUSINESS MACHINES 88,863 88,863
JPMORGAN CHASE & COMPANY (JPM) 161,110 161,110
ELI LILLY & COMPANY 107,468 107,468
MICROSOFT CORPORATION (MSFT) 145,086 145,086
MONOLITHIC PWR SYSTEMS 90,636 90,636
MORGAN STANLEY COM NEW (MS) 177,530 177,530
NVIDIA CORPORATION 279,750 279,750
ORACLE CORPORATION 194,910 194,910
PALO ALTO NETWORKS 184,200 184,200
SALESFORCE INCORPORATED 132,455 132,455
SCHLUMBERGER LIMITED COM STK 76,805 76,805
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 60,778 60,778
TESLA INCORPORATED (TSLA) 134,916 134,916
VERIZON COMMUNICATIONS 162,920 162,920
VISA INCORPORATED COM 52,607 52,607
WALMART INCORPORATED 66,846 66,846
FIRST TRUST CAPITAL STRENGTH ETF (FTCS) 92,511 92,511
ISHARES TR RUS 70,995 70,995
SPDR S&P 500 ETF (SPY) 340,960 340,960
AMERICAN MUTUAL FUND 387,463 387,463
DIAMOND HILL LARGE CAP FUND 283,037 283,037
JANUS HENDERSON FORTY FUND 289,315 289,315
JANUS HENDERSON ENTERPRISE FUND 331,016 331,016
LOOMIS SAYLES GROWTH FUND 434,573 434,573
PARNASSUS CORE EQUITY FUND 570,538 570,538
T ROWE PRICE SMALL CAP VALUE FUND 193,329 193,329
ISHARES TR CORE S&P SCP ETF 165,488 165,488
ISHARES TR MSCI USA MIN VOL 327,959 327,959
VANGUARD INDEX FUNDS S&P 500 ETF 1,074,274 1,074,274
ALPHABET INC 444,871 444,871
AMAZON COM INCORPORATED 577,050 577,050
BROADCOM INC 764,228 764,228
CARNIVAL CORP 96,201 96,201
CHEVRON CORP 154,283 154,283
MICROSOFT CORPORATION 436,354 436,354
NIVIDIA CORP 1,044,732 1,044,732
FIDELITY MSCI CONSUMER STAPLES 152,539 152,539
INVESCO EXCHANGE TRADED FR TR DYNAMIC SEMICONDUCTORS 883,328 883,328
INVESCO EXCHANGE-TRADED FD TR 456,045 456,045
SCHWAB STRATEGIC TRUST US 137,163 137,163
VANGUARD INDEX TR 193,014 193,014
ARTISAN INTERNATIONAL VALUE 546,584 546,584
DODGE AND COX INCOME 891,805 891,805
JPMORGAN US EQUITY 842,133 842,133
VICTORY SYCAMORE ESTABOLISHED VALUE 332,731 332,731
DIAMOND HILL LARGE CAP FUND 270,687 270,687
JANUS HENDERSON FORTY FUND 283,942 283,942
JANUS HENDERSON ENTERPRISE FUND 115,749 115,749
MFS NEW DISCOVERY VALUE FUND 93,431 93,431
ISHARES TR CORE S&P SCP ETF 62,133 62,133
VANGUARD INDEX FUNDS S&P 500 ETF 660,995 660,995
BOARDCOM COPORTATION 60,568 60,568
CROWDSTRIKE HLDGS INCORPORATED CLASS 70,314 70,314
EOG RES INCORPORATED 105,010 105,010
META PLATFORMS INCORPORATED CLASS A 132,018 132,018
KIMBERLY-CLARK CORPORATION 40,356 40,356
PALANTIR TECHNOLOGIES INCORPORATED CLASS A 35,550 35,550
VISTRA INCORPORATED COM CLASS A 80,665 80,665
WELLS FARGO COMPANY NEW 93,200 93,200
EATON CORPORATION PLC SHS 63,702 63,702
HARTFORD MID CAP VALUE FUND CI 72,217 72,217
VANGUARD GROWTH ETF 140,016 140,016
HARTFORD MID CAP VALUE FUND CI 235,910 235,910
VANGUARD GROWTH ETF 375,164 375,164
ALPHABET INC CLASS C CAPITAL STOCK 418,406 418,406
APPLE INCORPORATED 190,530 190,530
CAPITAL ONE FINL CORP 802,856 802,856
CATERPILLIAR INC 144,045 144,045
HUBSPOT INC 140,455 140,455
META PLATFORMS INCORPORATED CLASS A 198,027 198,027
NETFLIX COM INC 56,256 56,256
ROYALTY PHARMA PLC 58,988 58,988
TAIWAN SEMICONDUCTOR MFG LIMITED ADR 609,321 609,321
UNITEDHEALTH GROUP INCORPORATED (UNH) 132,044 132,044
CAPITAL GROUP DIVID VALUE ETF 969,371 969,371
J P MORGAN EXCHANGE-TRADED FD 247,752 247,752
J P MORGAN EXCHANGE-TRADED FD 298,253 298,253
LEGG MASON ETF INVT TR 255,285 255,285
CAUSEWAY INTERNATIONAL VALUE 391,162 391,162
PRINCIPAL MIDCAP CL R6 663,096 663,096
T ROWE PRICE CAPITAL 478,188 478,188
WORLD GOLD TR 306,991 306,991
HYSER-YALE INC 276,736 276,736

TY 2025 OtherIncreasesSchedule
Name:
HIS FIRST FOUNDATION
 
% JOHN S WIELAND
EIN:
37-1414330
Description Amount
UNREALIZED GAIN/(LOSS) ON INVESTMENT ASSETS 2,464,158


TY 2025 OtherProfessionalFeesSchedule
Name:
HIS FIRST FOUNDATION
 
% JOHN S WIELAND
EIN:
37-1414330
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 190,926 190,926   0