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
W PAUL MILLS & THORA J MILLS MEMORIAL
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1558 DEPT EA5W86
  Room/suite
City or town
COLUMBUS
State or province
OH
Country  
ZIP or foreign postal code
43216
A Employer identification number

37-1432256
B Telephone number (see instructions)

3303847301
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)$1,861,046J 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... 45,199 45,199  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 245,454
b Gross sales price for all assets on line 6a 811,466
7 Capital gain net income (from Part IV, line 2)... 245,454
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30 30  
12 Total. Add lines 1 through 11........ 290,683 290,683  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,478 12,239   12,239
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,785 383   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,713 12,622 0 13,689
25 Contributions, gifts, grants paid....... 60,500 60,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 88,213 12,622 0 74,189
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 202,470
b Net investment income (if negative, enter -0-) 278,061
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 31,198 20,205 20,205
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)....... 1,354,962 Click to see attachment
List of Attached Documents:
// Content
1,567,952 		1,840,841
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)..........     0
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) 1,386,160 1,588,157 1,861,046
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........ 1,386,160 1,588,157
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)..... 1,386,160 1,588,157
30 Total liabilities and net assets/fund balances (see instructions). 1,386,160 1,588,157
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
1,386,160
2
Enter amount from Part I, line 27a .....................
2
202,470
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,588,630
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
473
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,588,157
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 11.51 ADVANCED MICRO DEVICES INC W/1     2025-02-14
b 110.49 ADVANCED MICRO DEVICES INC W/1     2025-02-14
c .92 ALPHABET INC     2025-02-14
d 9.08 ALPHABET INC     2025-02-14
e .72 AMAZON.COM INC   2024-08-09 2025-02-14
7.26 AMAZON.COM INC     2025-02-14
180. AMPHENOL CORP CL A     2025-02-14
3. ANALOG DEVICES     2025-02-14
.64 APPLE COMPUTER   2024-08-09 2025-02-14
6.38 APPLE COMPUTER     2025-02-14
.4 APPLIED MATERIALS INC   2024-08-09 2025-02-14
3.61 APPLIED MATERIALS INC     2025-02-14
7. ARISTA NETWORKS INC   2024-08-09 2025-02-14
.97 BOSTON SCIENTIFIC CORP   2024-08-09 2025-02-14
10.03 BOSTON SCIENTIFIC CORP     2025-02-14
.65 BROADCOM INC   2024-08-09 2025-02-14
6.35 BROADCOM INC     2025-02-14
9. COCA-COLA CO     2025-02-14
72.13 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-02-14
220.49 CULLEN FDS TR     2025-02-14
4. DIGITAL REALTY TRUST (REIT)   2024-08-09 2025-02-14
66.02 DRIEHAUS MUT FDS     2025-02-14
.28 FACEBOOK INC CL-A   2024-08-09 2025-02-14
2.72 FACEBOOK INC CL-A     2025-02-14
15.07 FIRST EAGLE FDS     2025-02-14
149.72 FIRST EAGLE FDS     2025-02-14
.33 HILTON WORLDWIDE HLDGS INC   2024-08-09 2025-02-14
3.67 HILTON WORLDWIDE HLDGS INC     2025-02-14
2.9 INTUIT INC   2024-08-09 2025-02-14
25.08 INTUIT INC     2025-02-14
.11 INTUITIVE SURGICAL INC   2024-08-09 2025-02-14
.89 INTUITIVE SURGICAL INC     2025-02-14
13. LAM RESH CORP     2025-02-14
160. LAM RESH CORP     2025-02-14
.17 MASTERCARD INC   2024-08-09 2025-02-14
1.82 MASTERCARD INC     2025-02-14
.36 MICROSOFT CORP   2024-08-09 2025-02-14
3.64 MICROSOFT CORP     2025-02-14
6. MICRON TECHNOLOGY INC     2025-02-14
.1 NETFLIX INC   2024-08-09 2025-02-14
.9 NETFLIX INC     2025-02-14
.03 NVIDIA CORP   2024-06-18 2025-02-14
13.96 NVIDIA CORP     2025-02-14
.07 O REILLY AUTOMOTIVE INC NEW   2024-08-09 2025-02-14
.93 O REILLY AUTOMOTIVE INC NEW     2025-02-14
4.25 ORACLE CORP     2025-02-14
4.74 ORACLE CORP     2025-02-14
.45 PALO ALTO NETWORKS INC   2024-08-09 2025-02-14
4.54 PALO ALTO NETWORKS INC     2025-02-14
.19 PARKER HANNIFIN CORP   2024-08-09 2025-02-14
1.82 PARKER HANNIFIN CORP     2025-02-14
.35 QUALCOMM INC   2024-08-09 2025-02-14
3.65 QUALCOMM INC     2025-02-14
4. RTX CORP   2024-08-09 2025-02-14
1. S&P GLOBAL INC   2024-11-22 2025-02-14
.07 SERVICENOW INC   2024-08-09 2025-02-14
.93 SERVICENOW INC     2025-02-14
2. SHERWIN WILLIAMS CO     2025-02-14
.5 TJX COMPANIES INC W/1 RT/SH   2024-08-09 2025-02-14
5.5 TJX COMPANIES INC W/1 RT/SH     2025-02-14
.33 T-MOBILE US INC   2024-08-09 2025-02-14
3.66 T-MOBILE US INC     2025-02-14
.21 TESLA INC   2024-08-09 2025-02-14
2.78 TESLA INC     2025-02-14
3. TEXAS INSTRUMENTS INC.   2024-08-09 2025-02-14
1.28 THERMO ELECTRON CORP W/1 RT/SH   2024-08-09 2025-02-14
19.72 THERMO ELECTRON CORP W/1 RT/SH     2025-02-14
.5 VALERO ENERGY     2025-02-14
4.5 VALERO ENERGY     2025-02-14
.18 VERTEX PHARMACEUTICAL INC   2024-08-09 2025-02-14
1.83 VERTEX PHARMACEUTICAL INC     2025-02-14
333.66 VICTORY PORTFOLIOS     2025-02-14
949.6 VICTORY PORTFOLIOS     2025-02-14
.15 VISA INC   2024-08-09 2025-02-14
1.85 VISA INC     2025-02-14
2. ZOETIS INC   2024-11-22 2025-02-14
.29 EATON CORPORATION PLC   2024-08-09 2025-02-14
2.71 EATON CORPORATION PLC     2025-02-14
.09 BOSTON SCIENTIFIC CORP   2024-08-09 2025-04-21
.91 BOSTON SCIENTIFIC CORP     2025-04-21
3.1 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-04-21
11.67 CULLEN FDS TR     2025-04-21
513.09059 DRIEHAUS MUT FDS     2025-04-21
34.73941 DRIEHAUS MUT FDS     2025-04-21
334. FIDELITY COVINGTON TR   2025-02-14 2025-04-21
.62 FIRST EAGLE FDS   2024-08-09 2025-04-21
6.3 FIRST EAGLE FDS     2025-04-21
1. ATMOS ENERGY CORP     2025-05-07
8.17 BOSTON SCIENTIFIC CORP   2024-08-09 2025-05-07
84.83 BOSTON SCIENTIFIC CORP     2025-05-07
.12 BROADCOM INC     2025-05-07
.89 BROADCOM INC     2025-05-07
.83 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-05-07
2.54 CULLEN FDS TR     2025-05-07
1. FIDELITY COVINGTON TR   2025-02-14 2025-05-07
.17 FIRST EAGLE FDS   2024-08-09 2025-05-07
1.68 FIRST EAGLE FDS     2025-05-07
3.42 HILTON WORLDWIDE HLDGS INC   2024-08-09 2025-05-07
37.58 HILTON WORLDWIDE HLDGS INC     2025-05-07
2.53 INTUITIVE SURGICAL INC     2025-05-07
16.48 INTUITIVE SURGICAL INC     2025-05-07
.96 O REILLY AUTOMOTIVE INC NEW     2025-05-07
6.03 O REILLY AUTOMOTIVE INC NEW     2025-05-07
4.12 T-MOBILE US INC     2025-05-07
34.89 T-MOBILE US INC     2025-05-07
1.32013 VERTEX PHARMACEUTICAL INC     2025-05-07
.99987 VERTEX PHARMACEUTICAL INC   2024-08-09 2025-05-07
17.68 VERTEX PHARMACEUTICAL INC     2025-05-07
845.94 DRIEHAUS MUT FDS     2025-07-18
1. APOLLO GLOBAL MGMT INC NEW   2025-05-07 2025-07-24
.11 APPLE COMPUTER     2025-07-24
.89 APPLE COMPUTER     2025-07-24
.13 APPLIED MATERIALS INC     2025-07-24
.88 APPLIED MATERIALS INC     2025-07-24
.11 COCA-COLA CO     2025-07-24
.89 COCA-COLA CO   2024-06-18 2025-07-24
2.43 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-07-24
.53 CULLEN FDS TR   2024-08-09 2025-07-24
6.12 CULLEN FDS TR   2024-07-19 2025-07-24
2. FIDELITY COVINGTON TR   2025-02-14 2025-07-24
.44 FIRST EAGLE FDS   2024-08-09 2025-07-24
4.48 FIRST EAGLE FDS     2025-07-24
1.45 NETFLIX INC   2024-08-09 2025-07-24
13.55 NETFLIX INC     2025-07-24
.03 NVIDIA CORP   2025-04-21 2025-07-24
.97 NVIDIA CORP     2025-07-24
14.46 O REILLY AUTOMOTIVE INC NEW     2025-07-24
90.54 O REILLY AUTOMOTIVE INC NEW     2025-07-24
.08 ORACLE CORP     2025-07-24
.9 ORACLE CORP     2025-07-24
.11 PALO ALTO NETWORKS INC     2025-07-24
.88 PALO ALTO NETWORKS INC     2025-07-24
.15 PARKER HANNIFIN CORP     2025-07-24
.85 PARKER HANNIFIN CORP     2025-07-24
9.65 QUALCOMM INC     2025-07-24
79.35 QUALCOMM INC     2025-07-24
.02 AMAZON.COM INC   2025-04-21 2025-09-11
.97 AMAZON.COM INC     2025-09-11
1. ARISTA NETWORKS INC   2024-08-09 2025-09-11
3.32 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-09-11
2443.62 CULLEN FDS TR     2025-09-11
2. FIDELITY COVINGTON TR   2025-02-14 2025-09-11
.03 MICRON TECHNOLOGY INC   2025-04-21 2025-09-11
.98 MICRON TECHNOLOGY INC     2025-09-11
.03 VALERO ENERGY   2025-04-21 2025-09-11
.97 VALERO ENERGY     2025-09-11
.03 EATON CORPORATION PLC   2025-04-21 2025-09-11
.96 EATON CORPORATION PLC     2025-09-11
.32 ALPHABET INC     2025-09-19
.68 ALPHABET INC     2025-09-19
.02 APPLE COMPUTER   2025-04-21 2025-09-19
.98 APPLE COMPUTER     2025-09-19
1. BOSTON SCIENTIFIC CORP     2025-09-19
.03 COCA-COLA CO   2025-04-21 2025-09-19
.97 COCA-COLA CO     2025-09-19
4.91 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-09-19
22.28 CULLEN FDS TR     2025-09-19
1. EMERSON ELECTRIC CO   2025-05-07 2025-09-19
.04 FACEBOOK INC CL-A   2025-04-21 2025-09-19
.97 FACEBOOK INC CL-A     2025-09-19
4. FIDELITY COVINGTON TR   2025-02-14 2025-09-19
.73 FIRST EAGLE FDS   2025-09-11 2025-09-19
6.54 FIRST EAGLE FDS     2025-09-19
1. J P MORGAN CHASE & CO   2025-02-14 2025-09-19
.02 MICROSOFT CORP   2025-04-21 2025-09-19
.99 MICROSOFT CORP     2025-09-19
.03 NVIDIA CORP   2025-04-21 2025-09-19
.97 NVIDIA CORP     2025-09-19
1.59 ORACLE CORP   2025-04-21 2025-09-19
57.41 ORACLE CORP     2025-09-19
1. PALANTIR TECHNOLOGIES INC     2025-09-19
1. RTX CORP   2024-08-09 2025-09-19
.02 VISA INC   2025-04-21 2025-09-19
.98 VISA INC     2025-09-19
40.01 ALPHABET INC     2025-11-14
84.99 ALPHABET INC     2025-11-14
.37 AMAZON.COM INC   2025-04-21 2025-11-14
14.63 AMAZON.COM INC     2025-11-14
.09 ANALOG DEVICES   2025-04-21 2025-11-14
4.91 ANALOG DEVICES     2025-11-14
138. APOLLO GLOBAL MGMT INC NEW   2025-05-07 2025-11-14
1.14 APPLE COMPUTER   2025-04-21 2025-11-14
44.84 APPLE COMPUTER     2025-11-14
1.97 APPLIED MATERIALS INC   2025-04-21 2025-11-14
76.02 APPLIED MATERIALS INC     2025-11-14
41. ARISTA NETWORKS INC   2024-08-09 2025-11-14
11. ATMOS ENERGY CORP     2025-11-14
.43 BROADCOM INC   2025-04-21 2025-11-14
14.57 BROADCOM INC     2025-11-14
4.95 COCA-COLA CO   2025-04-21 2025-11-14
188.05 COCA-COLA CO     2025-11-14
29. CROWDSTRIKE HLDGS INC     2025-11-14
3.24 DIGITAL REALTY TRUST (REIT)   2025-04-21 2025-11-14
33.76 DIGITAL REALTY TRUST (REIT)   2024-08-09 2025-11-14
.15 FACEBOOK INC CL-A   2025-04-21 2025-11-14
3.85 FACEBOOK INC CL-A     2025-11-14
22.8 FIRST EAGLE FDS   2025-09-11 2025-11-14
202.99 FIRST EAGLE FDS     2025-11-14
38.99 HILTON WORLDWIDE HLDGS INC     2025-11-14
18. LOCKHEED MARTIN (COMMON STOCK)   2024-08-09 2025-11-14
1. MASTERCARD INC   2025-04-21 2025-11-14
42.01 MASTERCARD INC     2025-11-14
2.97 MICRON TECHNOLOGY INC   2025-04-21 2025-11-14
114.02 MICRON TECHNOLOGY INC     2025-11-14
2.08 NVIDIA CORP   2025-04-21 2025-11-14
61.93 NVIDIA CORP     2025-11-14
1.32 ORACLE CORP   2025-04-21 2025-11-14
47.68 ORACLE CORP     2025-11-14
63. PALANTIR TECHNOLOGIES INC     2025-11-14
1.94 PARKER HANNIFIN CORP   2025-04-21 2025-11-14
29.06 PARKER HANNIFIN CORP     2025-11-14
16. S&P GLOBAL INC   2024-11-22 2025-11-14
10. SERVICENOW INC     2025-11-14
1. SHERWIN WILLIAMS CO   2025-04-21 2025-11-14
35. SHERWIN WILLIAMS CO     2025-11-14
30. SNOWFLAKE INC     2025-11-14
.59 TJX COMPANIES INC W/1 RT/SH   2025-04-21 2025-11-14
24.41 TJX COMPANIES INC W/1 RT/SH     2025-11-14
1.05 T-MOBILE US INC   2025-04-21 2025-11-14
41.94 T-MOBILE US INC     2025-11-14
24. TAIWAN SEMICONDUCTER MFG LTD ADR     2025-11-14
1. TESLA INC   2025-04-21 2025-11-14
78. TESLA INC     2025-11-14
48. TEXAS INSTRUMENTS INC.   2024-08-09 2025-11-14
2.97 VALERO ENERGY   2025-04-21 2025-11-14
103.03 VALERO ENERGY     2025-11-14
.39 VERTEX PHARMACEUTICAL INC   2025-04-21 2025-11-14
12.61 VERTEX PHARMACEUTICAL INC     2025-11-14
.24 VISA INC   2025-04-21 2025-11-14
11.77 VISA INC     2025-11-14
46. ZOETIS INC   2024-11-22 2025-11-14
1.97 EATON CORPORATION PLC   2025-04-21 2025-11-14
58.04 EATON CORPORATION PLC     2025-11-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,304   1,592 -288
b 12,520   10,622 1,898
c 171   147 24
d 1,683   663 1,020
e 169   121 48
1,661   855 806
12,450   12,399 51
637   695 -58
152   137 15
1,560   512 1,048
68   75 -7
627   585 42
758   589 169
103   73 30
1,061   523 538
152   95 57
1,481   445 1,036
626   568 58
1,279   1,350 -71
2,842   2,873 -31
645   599 46
1,535   1,457 78
205   142 63
1,987   1,001 986
396   400 -4
3,933   3,667 266
88   69 19
980   481 499
1,707   1,810 -103
14,660   8,276 6,384
65   50 15
525   239 286
1,079   1,018 61
13,281   11,324 1,957
102   77 25
1,030   657 373
146   147 -1
1,480   559 921
603   743 -140
105   61 44
941   245 696
6   5 1
1,922   232 1,690
93   80 13
1,235   714 521
740   599 141
824   409 415
88   73 15
868   691 177
126   106 20
1,277   558 719
60   58 2
627   519 108
494   461 33
543   514 29
69   55 14
911   556 355
726   607 119
63   55 8
693   493 200
90   65 25
973   484 489
78   42 36
982   523 459
546   571 -25
683   768 -85
10,521   9,759 762
67   76 -9
600   339 261
79   82 -3
849   563 286
15,786   16,514 -728
44,926   47,454 -2,528
53   39 14
655   313 342
316   356 -40
90   83 7
839   466 373
8   7 1
85   48 37
52   58 -6
145   152 -7
9,277   11,339 -2,062
628   753 -125
9,631   11,473 -1,842
18   17 1
172   155 17
162   149 13
852   617 235
8,849   4,420 4,429
22   18 4
177   62 115
15   16 -1
33   33  
32   34 -2
5   4 1
48   41 7
817   704 113
8,975   4,932 4,043
1,343   1,167 176
8,784   4,415 4,369
1,345   1,199 146
8,361   4,640 3,721
1,037   856 181
8,802   4,606 4,196
583   622 -39
442   467 -25
7,814   5,458 2,356
19,101   18,704 397
152   130 22
24   24  
191   71 120
23   22 1
165   142 23
8   8  
61   56 5
44   45 -1
8   7 1
89   80 9
70   69 1
13   12 1
135   110 25
1,696   916 780
15,853   3,678 12,175
5   3 2
168   16 152
1,424   1,199 225
8,915   4,640 4,275
24   10 14
218   102 116
24   18 6
176   135 41
109   84 25
617   261 356
1,519   1,522 -3
12,493   11,286 1,207
7   4 3
224   119 105
153   84 69
60   62 -2
37,363   31,844 5,519
72   69 3
3   2 1
151   121 30
5   3 2
154   81 73
14   8 6
348   177 171
81   61 20
172   55 117
5   5  
238   91 147
97   54 43
2   2  
64   61 3
87   92 -5
347   290 57
131   111 20
23   18 5
752   367 385
144   137 7
23   23  
207   161 46
312   279 33
5   8 -3
507   172 335
5   3 2
171   16 155
481   193 288
17,351   6,434 10,917
182   130 52
157   115 42
7   7  
333   173 160
11,105   7,635 3,470
23,590   6,883 16,707
88   62 26
3,481   1,784 1,697
21   15 6
1,156   1,138 18
17,987   17,879 108
318   218 100
12,284   4,163 8,121
443   264 179
16,999   12,539 4,460
5,467   3,453 2,014
1,934   1,644 290
147   71 76
4,969   1,123 3,846
350   358 -8
13,306   11,858 1,448
15,616   13,274 2,342
512   471 41
5,332   5,052 280
92   73 19
2,349   1,467 882
752   721 31
6,699   5,010 1,689
10,473   5,361 5,112
8,326   9,912 -1,586
545   507 38
23,141   15,414 7,727
750   196 554
28,691   14,121 14,570
391   198 193
11,711   1,045 10,666
294   160 134
10,633   5,343 5,290
11,022   8,168 2,854
1,625   1,049 576
24,344   9,646 14,698
8,013   8,229 -216
8,577   6,115 2,462
334   323 11
11,701   10,625 1,076
7,708   5,460 2,248
86   72 14
3,572   2,229 1,343
229   266 -37
9,066   5,756 3,310
6,851   4,578 2,273
405   224 181
31,623   14,680 16,943
7,689   9,136 -1,447
537   321 216
18,625   8,551 10,074
171   189 -18
5,541   4,067 1,474
76   78 -2
3,896   2,074 1,822
5,564   8,183 -2,619
702   505 197
20,795   10,629 10,166
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
      5,260
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       -288
b       1,898
c       24
d       1,020
e       48
      806
      51
      -58
      15
      1,048
      -7
      42
      169
      30
      538
      57
      1,036
      58
      -71
      -31
      46
      78
      63
      986
      -4
      266
      19
      499
      -103
      6,384
      15
      286
      61
      1,957
      25
      373
      -1
      921
      -140
      44
      696
      1
      1,690
      13
      521
      141
      415
      15
      177
      20
      719
      2
      108
      33
      29
      14
      355
      119
      8
      200
      25
      489
      36
      459
      -25
      -85
      762
      -9
      261
      -3
      286
      -728
      -2,528
      14
      342
      -40
      7
      373
      1
      37
      -6
      -7
      -2,062
      -125
      -1,842
      1
      17
      13
      235
      4,429
      4
      115
      -1
       
      -2
      1
      7
      113
      4,043
      176
      4,369
      146
      3,721
      181
      4,196
      -39
      -25
      2,356
      397
      22
       
      120
      1
      23
       
      5
      -1
      1
      9
      1
      1
      25
      780
      12,175
      2
      152
      225
      4,275
      14
      116
      6
      41
      25
      356
      -3
      1,207
      3
      105
      69
      -2
      5,519
      3
      1
      30
      2
      73
      6
      171
      20
      117
       
      147
      43
       
      3
      -5
      57
      20
      5
      385
      7
       
      46
      33
      -3
      335
      2
      155
      288
      10,917
      52
      42
       
      160
      3,470
      16,707
      26
      1,697
      6
      18
      108
      100
      8,121
      179
      4,460
      2,014
      290
      76
      3,846
      -8
      1,448
      2,342
      41
      280
      19
      882
      31
      1,689
      5,112
      -1,586
      38
      7,727
      554
      14,570
      193
      10,666
      134
      5,290
      2,854
      576
      14,698
      -216
      2,462
      11
      1,076
      2,248
      14
      1,343
      -37
      3,310
      2,273
      181
      16,943
      -1,447
      216
      10,074
      -18
      1,474
      -2
      1,822
      -2,619
      197
      10,166
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 245,454
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,865
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,865
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,865
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,122
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 1,122
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,743
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 address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 384-7301

Located atPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+443216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH GIBSON ESQ TRUSTEE
0 		0    
1739 KARG DR
AKRON,OH44313
RONALD B TYNAN SR TRUSTEE
0 		0    
106 S MAIN ST STE 1600
AKRON,OH44308
REV DR MARK T RUPPERT TRUSTEE
0 		0    
647 E MARKET ST
AKRON,OH44304
HUNTINGTON NATIONAL BANK TRUSTEE
1 		24,478    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,733,219
b
Average of monthly cash balances.......................
1b
29,132
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,762,351
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
1,762,351
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,435
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,735,916
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
86,796
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
86,796
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,865
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,865
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
82,931
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
82,931
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
82,931
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
74,189
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
74,189
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 82,931
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 58,471
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 74,189
a Applied to 2024, but not more than line 2a 58,471
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..... 15,718
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		67,213
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BRENDA MOUBRAY co HUNTINGTON BANK
PO BOX 1558 DEPT EA4E86
COLUMBUS,OH43216
(330) 384-7301
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORMAT; MUST BE SUBMITTED IN WRITING
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GENERALLY RESTRICTED TO AKRON AND SUMMIT COUNTY 501(c)(3) ORGANIZATIONS.
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

OPEN M FOUNDATION

941 PRINCETON ST
AKRON,OH44311 		NONE   GENERAL OPERATING 2,000

LOVE AKRON INC

17 S MAIN ST
AKRON,OH44308 		NONE   GENERAL OPERATING 1,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 2,000

DANCING CLASSROOMS NORTHEAST OHIO

1085 ROCKSIDE RD STE 6
PARMA,OH441342700 		NONE   GENERAL OPERATING 1,000

SOUTH STREET MINISTRIES

798 GRANT ST
AKRON,OH443112112 		NONE   GENERAL OPERATING 1,000

COMMUNITY OUTREACH RESOURCES EXCHANGE

PO BOX 1192
CUYAHOGA FLS,OH44223 		NONE   GENERAL OPERATING 1,000

THE GRIEFCARE PLACE INC

4499 DARROW RD
STOW,OH442241854 		NONE   GENERAL OPERATING 1,000

GREENLEAF FAMILY CENTER

580 GRANT ST
AKRON,OH44311 		NONE   GENERAL OPERATING 1,000

THE CLEVELAND ORCHESTRA

11001 EUCLID AVE
CLEVELAND,OH44106 		NONE   GENERAL OPERATING 1,000

AKRON COMMUNITY SERVICE CENTER

440 VERNON ODOM BLVD
AKRON,OH443072108 		NONE   GENERAL OPERATING 1,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 EAST BLVD
CLEVELAND,OH441061703 		NONE   GENERAL OPERATING 1,000

OHIOGUIDESTONE

343 WEST BAGLEY RD
BEREA,OH440171370 		NONE   GENERAL OPERATING 1,000

CHILD GUIDANCE & FAMILY SOLUTIONS

18 N FORGE ST
AKRON,OH443041317 		NONE   GENERAL OPERATING 1,000

GIRL SCOUTS OF NORTH EAST OHIO

1 GIRL SCOUT WAY
MACEDONIA,OH440562156 		NONE   GENERAL OPERATING 1,000

COMMUNITY LEGAL AID SERVICES INC

50 S MAIN ST STE 800
AKRON,OH443081823 		NONE   GENERAL OPERATING 1,000

TUESDAY MUSICAL ASSOCIATION

1041 W MARKET ST STE 200
AKRON,OH443137103 		NONE   GENERAL OPERATING 1,000

STAN HYWET HALL GARDENS

714 N PORTAGE PATH
AKRON,OH443031399 		NONE   GENERAL OPERATING 1,000

JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO

4353 EXECUTIVE CIR NW
CANTON,OH44718 		NONE   GENERAL OPERATING 1,000

PORTAGE PATH COMMUNITY

340 S BROADWAY ST
AKRON,OH443081529 		NONE   GENERAL OPERATING 1,000

BIG BROTHERS BIG SISTERS OF SUMMIT

50 SOUTH MAIN ST STE LL 110
AKRON,OH443081860 		NONE   GENERAL OPERATING 1,000

NORTHEASTERN EDUCATIONAL TV OHIO

1750 W CAMPUS CENTER DR
KENT,OH442403820 		NONE   GENERAL OPERATING 3,000

INTERNATIONAL SOAP BOX DERBY INC

1000 GEORGE WASHINGTON BLVD
AKRON,OH443123004 		NONE   GENERAL OPERATING 1,000

BATTERED WOMENS SHELTER

974 E MARKET ST
AKRON,OH443052445 		NONE   GENERAL OPERATING 2,000

UNITED DISABILITY SERVICES INC

701 S MAIN ST
AKRON,OH443111019 		NONE   GENERAL OPERATING 1,000

DR BOBS HOME

855 ARDMORE AVE
AKRON,OH443021240 		NONE   GENERAL OPERATING 1,000

PEGASUS FARM

7490 EDISON ST NE
HARTVILLE,OH44632 		NONE   GENERAL OPERATING 2,000

NATIONAL INVENTORS HALL OF FAME INC

3701 HIGHLAND PARK NW
NORTH CANTON,OH447204535 		NONE   GENERAL OPERATING 1,000

SUMMIT CHORAL SOCIETY INC

140 E MARKET ST
AKRON,OH443082014 		NONE   GENERAL OPERATING 1,000

AXESS FAMILY SERVICES

1400 S ARLINGTON ST STE 38
AKRON,OH44306 		NONE   GENERAL OPERATING 1,500

PREGNANCY SOLUTIONS & SERVICES INC

3136 MANCHESTER RD
COVENTRY TWP,OH443191407 		NONE   GENERAL OPERATING 1,000

RAPE CRISIS CENTER

974 E MARKET ST
AKRON,OH44305 		NONE   GENERAL OPERATING 1,000

SUMMIT ARTSPACE

140 E MARKET ST
AKRON,OH44308 		NONE   GENERAL OPERATING 1,000

CASA BOARD VOLUNTEER ASSOCIATION INC

650 DAN ST
AKRON,OH443103909 		NONE   GENERAL OPERATING 1,000

GREATER AKRON FORE YOUTH DEVELOPMENT INC

2000 S HAWKINS AVE
AKRON,OH443142530 		NONE   GENERAL OPERATING 1,000

AKRON ZOOLOGICAL PARK

500 EDGEWOOD AVE
AKRON,OH443072114 		NONE   GENERAL OPERATING 1,000

EMBRACING FUTURES INC

50 S MAIN ST STE 100
AKRON,OH443081847 		NONE   GENERAL OPERATING 4,000

GOOD NEIGHBORS INC

1453 GOODYEAR BLVD
AKRON,OH443054170 		NONE   GENERAL OPERATING 1,500

VICTIM ASSISTANCE PROGRAM

137 S MAIN ST STE 300
AKRON,OH443081416 		NONE   GENERAL OPERATING 1,500

GIRLS ON THE RUN NORTHEAST OHIO

8929 BRECKSVILLE RD REAR UNIT
BRECKSVILLE,OH44141 		NONE   GENERAL OPERATING 1,000

AUTISM SOCIETY OF GREATER AKRON

580 GRANT ST
AKRON,OH443119910 		NONE   GENERAL OPERATING 1,000

BROKEN CHAINS JAIL & PRISON MINISTRY

2233 25TH ST SW
AKRON,OH443142201 		NONE   GENERAL OPERATING 1,000

GRACE HOUSE AKRON INC

475 N HOWARD ST
AKRON,OH443103142 		NONE   GENERAL OPERATING 3,000

SAFETY FORCES SUPPORT CENTER

501 W MARKET ST
AKRON,OH443031842 		NONE   GENERAL OPERATING 2,000

FOREVER R CHILDREN

2360 COPLEY RD
AKRON,OH443201450 		NONE   GENERAL OPERATING 1,000

AKRON COOPERATIVE FARMS

PO BOX 4871
AKRON,OH443100871 		NONE   GENERAL OPERATING 1,000

AKRON HISTORY CENTER

121 S MAIN ST STE 515
AKRON,OH44308 		NONE   GENERAL OPERATING 1,000

GREAT TRAIL COUNCIL

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE   GENERAL OPERATING 1,000
Total ................................. 3a 60,500
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 45,199  
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 ............ 		    18 245,454  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 30  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   290,683  
13Total. Add line 12, columns (b), (d), and (e)..................
13
290,683
(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:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
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:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Name of Stock End of Year Book Value End of Year Fair Market Value
747525103 QUALCOMM INC 7,699 7,526
883556102 THERMO FISHER SCIENT    
007903107 ADVANCED MICRO DEVIC 24,742 21,202
40168W483 GUGGENHEIM FDS TR 75,460 76,981
023135106 AMAZON COM INC 17,967 33,700
037833100 APPLE INC 10,761 30,720
46120E602 INTUITIVE SURGICAL I 15,044 19,823
592905749 METROPOLITAN WEST FD 16,318 15,508
88160R101 TESLA INC    
72201F623 PIMCO FDS 55,447 47,265
461202103 INTUIT    
92826C839 VISA INC 6,456 12,626
31428Q739 FEDERATED TOTAL RETU 180,203 171,882
543916688 LORD ABBETT INVT TR 78,909 76,508
02079K305 ALPHABET INC 20,558 55,401
594918104 MICROSOFT CORP 18,917 44,493
64110L106 NETFLIX INC 11,293 19,690
30303M102 FACEBOOK INC CL-A 18,482 31,684
67066G104 NVIDIA CORP 4,703 45,133
922031737 VANGUARD FIXED INCOM 32,564 30,650
038222105 APPLIED MATLS INC    
43300A203 HILTON WORLDWIDE HLD    
11135F101 BROADCOM INC 9,708 42,224
91913Y100 VALERO ENERGY CORP N    
68389X105 ORACLE CORP 8,649 15,008
81762P102 SERVICENOW INC 9,173 11,489
92646A831 VICTORY PORTFOLIOS    
57636Q104 MASTERCARD INC    
872590104 T-MOBILE US INC    
543487136 LOOMIS SAYLES FDS II 171,094 170,127
67103H107 O REILLY AUTOMOTIVE 17,592 16,327
701094104 PARKER-HANNIFIN CORP    
101137107 BOSTON SCIENTIFIC CO 16,925 21,644
32008F200 FIRST EAGLE FDS 90,497 111,660
697435105 PALO ALTO NETWORKS I 14,399 16,762
872540109 TJX COS INC NEW 9,481 15,822
92532F100 VERTEX PHARMACEUTICA    
G29183103 EATON CORP PLC    
032095101 AMPHENOL CORP NEW    
032654105 ANALOG DEVICES INC 12,223 14,374
040413205 ARISTA NETWORKS INC 6,316 9,827
04314H568 ARTISAN PARTNERS FDS 30,295 30,534
191216100 COCA COLA CO    
191912401 COHEN & STEERS REAL 31,793 29,527
22160K105 COSTCO WHOLESALE COR 17,983 16,384
230001752 CULLEN FDS TR 32,537 39,467
253868103 DIGITAL RLTY TR INC 6,418 6,653
262028731 DRIEHAUS SMALL CAP G    
512807306 LAM RESEARCH CORP    
539830109 LOCKHEED MARTIN CORP    
595112103 MICRON TECHNOLOGY IN    
75513E101 RTX CORP 17,044 22,742
78409V104 S&P GLOBAL INC    
824348106 SHERWIN WILLIAMS CO    
882508104 TEXAS INSTRS INC    
98978V103 ZOETIS INC    
00287Y109 ABBVIE INC 10,703 10,511
025537101 AMERICAN ELEC PWR CO 18,951 17,988
03027X100 AMERICAN TOWER CORP 7,622 7,374
049560105 ATMOS ENERGY CORP 8,967 10,058
084670702 BERKSHIRE HATHAWAY I 16,279 16,587
09857L108 ING HLDGS INC 5,070 5,355
219350105 CORNING INC 11,441 11,996
22788C105 CROWDSTRIKE HLDGS IN 6,408 6,563
291011104 EMERSON ELEC CO 11,319 13,405
30231G102 EXXON MOBIL CORP 13,520 13,719
31609A503 FIDELITY COVINGTON T 55,988 58,899
337738108 FISERV INC 4,275 4,500
369604301 GENERAL ELEC CO 27,749 28,031
38141G104 GOLDMAN SACHS GROUP 19,873 24,612
458140100 INTEL CORP 12,976 13,358
46625H100 JPMORGAN CHASE & CO 28,503 31,255
532457108 LILLY ELI & CO 17,435 18,270
55261F104 M&T BK CORP 11,743 12,693
56170L208 HOOD RIVER SMALL CAP 47,636 52,485
69608A108 PALANTIR TECHNOLOGIE 10,242 14,042
773903109 ROCKWELL AUTOMATION 12,524 12,839
806857108 SLB LTD 10,179 10,516
833445109 SNOWFLAKE INC 10,374 12,504
863667101 STRYKER CORP 15,389 14,762
874039100 TAIWAN SEMICONDUCTOR 10,300 16,410
902973304 US BANCORP DEL 10,129 11,419
90384S303 ULTA BEAUTY INC 13,967 16,335
931142103 WAL MART STORES INC 14,533 15,820
G54950103 LINDE PLC 9,356 9,381
H1467J104 CHUBB LTD 16,851 17,791

TY 2025 OtherDecreasesSchedule
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Description Amount
MUTUAL FUND TIMING ADJ 306
ROC ON CY SALES 150
ROUNDING 17


TY 2025 OtherExpensesSchedule
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 OtherIncomeSchedule2
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 30 30  


TY 2025 TaxesSchedule
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 203 203   0
FEDERAL TAX PAYMENT - PRIOR YE 280 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,122 0   0
FOREIGN TAXES ON NONQUALIFIED 180 180   0