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
E B LONG FOUNDATION UW FIFTH THIRD BANK
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 630858
  Room/suite
City or town
CINCINNATI
State or province
OH
Country  
ZIP or foreign postal code
452630858
A Employer identification number

35-6028058
B Telephone number (see instructions)

5135345310
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)$1,788,125J 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... 34,638 34,103  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,630
b Gross sales price for all assets on line 6a 429,470
7 Capital gain net income (from Part IV, line 2)... 50,630
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
129 129  
12 Total. Add lines 1 through 11........ 85,397 84,862  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,697 20,993   3,705
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
1,500 0 0 1,500
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
396 396   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
4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,597 21,393 0 5,205
25 Contributions, gifts, grants paid....... 75,690 75,690
26 Total expenses and disbursements. Add lines 24 and 25 ................ 102,287 21,393 0 80,895
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,890
b Net investment income (if negative, enter -0-) 63,469
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 1 1
2 Savings and temporary cash investments......... 36,830 39,493 39,493
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) 134,731 Click to see attachment
List of Attached Documents:
// Content
155,120 		157,737
b Investments—corporate stock (attach schedule)....... 458,341 Click to see attachment
List of Attached Documents:
// Content
519,000 		1,029,895
c Investments—corporate bonds (attach schedule)....... 289,388 Click to see attachment
List of Attached Documents:
// Content
299,390 		300,019
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 317,540 Click to see attachment
List of Attached Documents:
// Content
206,858 		260,980
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) 1,236,832 1,219,862 1,788,125
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........ 1,236,832 1,219,862
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)..... 1,236,832 1,219,862
30 Total liabilities and net assets/fund balances (see instructions). 1,236,832 1,219,862
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
1,236,832
2
Enter amount from Part I, line 27a .....................
2
-16,890
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
153
4
Add lines 1, 2, and 3 ..........................
4
1,220,095
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
233
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,219,862
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 1.14 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-01-15
b 5000. UNITED STATES TREAS NTS 08/15/15 2.000 08/15/25   2022-01-31 2025-02-03
c 5000. UNITED STATES TREAS NTS 08/15/15 2.000 08/15/25   2024-03-27 2025-02-03
d 1. GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MBS   2000-10-24 2025-02-15
e 1.17 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-03-15
1. DISNEY WALT CO (HOLDING COMPANY)   2021-07-26 2025-03-21
2. DISNEY WALT CO (HOLDING COMPANY)   2021-08-19 2025-03-21
13. DISNEY WALT CO (HOLDING COMPANY)   2022-02-03 2025-03-21
66. DISNEY WALT CO (HOLDING COMPANY)   2024-03-28 2025-03-21
1. DISNEY WALT CO (HOLDING COMPANY)   2023-02-01 2025-03-21
66. DISNEY WALT CO (HOLDING COMPANY)   2012-10-08 2025-03-21
119. NEXTERA ENERGY INC   2002-07-24 2025-03-21
13. THERMO ELECTRON CORP COM   2024-03-06 2025-03-21
4. THERMO ELECTRON CORP COM   2020-01-14 2025-03-21
13. EATON CORP PLC SHS [QDI]   2024-10-14 2025-03-21
26. EATON CORP PLC SHS [QDI]   2023-04-14 2025-03-21
1.17 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-04-15
51. APPLIED MATLS INC   2020-01-14 2025-04-16
5. BLACKROCK INC   2024-03-06 2025-04-16
4. BLACKROCK INC   2020-01-14 2025-04-16
7. GOLDMAN SACHS GROUP   2024-03-28 2025-04-16
63. MARVELL TECHNOLOGY INC   2024-05-21 2025-04-16
49. NVIDIA CORP   2021-07-26 2025-04-16
82. PAYPAL HLDGS INC   2024-10-14 2025-04-16
5000. UNITED STATES TREAS NTS 08/15/15 2.000 08/15/25   2024-03-27 2025-05-08
5000. UNITED STATES TREASURY NOTES 08/16/21 1.250 08/15/31   2022-03-21 2025-05-08
5000. UNITED STATES TREASURY NOTES 02/15/24 4.000 02/15/34   2025-02-03 2025-05-13
1.17 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-05-15
5000. UNITED STATES TREASURY NOTES 11/16/15 2.250 11/15/25   2021-12-10 2025-05-30
1.18 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-06-15
30. AMERICAN ELEC PWR INC COM   2022-11-18 2025-06-16
27. CUMMINS ENGINE INC   2024-03-28 2025-06-16
21. DUKE ENERGY CORP   2025-04-16 2025-06-16
6. DUKE ENERGY CORP   2025-03-21 2025-06-16
58. NIKE INC CL B   2022-01-21 2025-06-16
2. NIKE INC CL B   2023-02-01 2025-06-16
54. PROLOGIS INC   2022-03-31 2025-06-16
2. PROLOGIS INC   2023-02-01 2025-06-16
14. SALESFORCE, INC.   2021-07-26 2025-06-16
16. SALESFORCE, INC.   2022-05-12 2025-06-16
16. THERMO ELECTRON CORP COM   2020-01-14 2025-06-16
34. ACCENTURE PLC CLASS A [QDI]   2024-03-28 2025-06-16
5000. UNITED STATES TREASURY NOTES 11/16/15 2.250 11/15/25   2021-12-10 2025-06-25
73.346 COHEN & STEERS REALTY SHARES I   2020-10-14 2025-07-03
146.306 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2022-06-17 2025-07-03
112.807 HARDING LOEVNER INTL EQUITY INST   2021-06-09 2025-07-03
239.802 HARDING LOEVNER INTL EQUITY INST   2020-01-09 2025-07-03
6. ISHARES TR S&P 500 INDEX FD   2017-07-12 2025-07-03
53. ISHARES TR RUSSELL MIDCAP INDEX FD ETF   2021-06-09 2025-07-03
9. ISHARES TR RUSSELL 2000 INDEX FD   2021-06-09 2025-07-03
323. ISHARES CORE MSCI EAFE   2021-06-09 2025-07-03
83. ISHARES CORE MSCI EMK ETF   2020-01-09 2025-07-03
104.559 PRINCIPAL MIDCAP CL R6   2012-08-07 2025-07-03
18.362 T. ROWE PRICE NEW HORIZONS I   2012-08-08 2025-07-03
100. VANGUARD REAL ESTATE ETF   2022-06-17 2025-07-03
1.19 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-07-15
28. HONEYWELL INTL INC   2022-12-21 2025-07-24
3. TESLA, INC   2022-03-31 2025-07-24
12. TESLA, INC   2022-02-03 2025-07-24
30. TESLA, INC   2021-07-26 2025-07-24
1. TESLA, INC   2023-02-01 2025-07-24
10000. UNITED STATES TREASURY NOTES 08/15/16 1.500 08/15/26   2021-12-10 2025-08-01
2. PARKER HANNIFIN CORP COM   2024-03-28 2025-08-06
9. PARKER HANNIFIN CORP COM   2024-02-21 2025-08-06
7. UNITEDHEALTH GROUP INC   2025-04-16 2025-08-06
11. UNITEDHEALTH GROUP INC   2021-07-26 2025-08-06
12. CROWDSTRIKE HLDGS INC CL A   2025-06-16 2025-08-15
22. CROWDSTRIKE HLDGS INC CL A   2025-04-16 2025-08-15
1.05 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-08-15
7. INTUITIVE SURGICAL INC   2025-03-21 2025-08-15
7. INTUITIVE SURGICAL INC   2024-10-14 2025-08-15
4. INTUITIVE SURGICAL INC   2024-05-21 2025-08-15
34. TEXAS INSTRS INC COM   2021-07-26 2025-08-15
1. TEXAS INSTRS INC COM   2021-08-19 2025-08-15
1. TEXAS INSTRS INC COM   2023-02-01 2025-08-15
26. TEXAS INSTRS INC COM   2024-03-28 2025-08-15
5000. UNITED STATES TREASURY NOTES 08/15/16 1.500 08/15/26   2021-12-10 2025-09-04
5000. UNITED STATES TREASURY NOTES 11/15/24 4.250 11/15/34   2025-06-25 2025-09-04
10000. HOME DEPOT INC. 12/04/23 4.950 09/30/26   2023-11-27 2025-09-09
5000. UNITED STATES TREASURY NOTES 02/15/24 4.000 02/15/34   2025-05-30 2025-09-09
25. BROADCOM INC   2025-06-16 2025-09-11
4. META PLATFORMS INC CL A   2024-10-14 2025-09-11
6. META PLATFORMS INC CL A   2025-03-21 2025-09-11
21. MCDONALDS CORP   2016-04-08 2025-09-11
16. PROCTER & GAMBLE CO COM   2021-08-20 2025-09-11
2. PROCTER & GAMBLE CO COM   2021-08-19 2025-09-11
1. PROCTER & GAMBLE CO COM   2023-02-01 2025-09-11
31. PROCTER & GAMBLE CO COM   2021-07-26 2025-09-11
18. PROCTER & GAMBLE CO COM   2020-01-14 2025-09-11
40. ZOETIS INC   2022-01-21 2025-09-11
1. ZOETIS INC   2023-02-01 2025-09-11
1.06 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-09-15
34. ARISTA NETWORKS INC   2024-06-05 2025-09-22
41. CISCO SYS INC   2025-06-16 2025-09-22
176. CISCO SYS INC   2025-04-16 2025-09-22
3. SERVICENOW INC   2024-05-21 2025-09-22
27. SHERWIN WILLIAMS CO   2016-04-08 2025-09-22
1.21 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-10-15
5000. UNITED STATES TREASURY NOTES 04/01/24 4.500 03/31/26   2025-09-29 2025-10-30
8. SOLSTICE ADVANCED MATLS INC   2022-12-21 2025-11-03
2.75 SOLSTICE ADVANCED MATLS INC   2024-03-28 2025-11-03
.25 SOLSTICE ADVANCED MATLS INC   2023-02-01 2025-11-03
4. SOLSTICE ADVANCED MATLS INC   2024-03-06 2025-11-03
1.07 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-11-15
10000. TARGET CORP. 01/24/22 1.950 01/15/27   2022-01-19 2025-12-08
1.08 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2025-12-15
CAPITAL GAIN DIVIDENDS P    
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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    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1   1  
b 4,941   5,087 -146
c 4,941   4,928 13
d 1   1  
e 1   1  
99   179 -80
199   346 -147
1,292   1,828 -536
6,561   8,102 -1,541
99   108 -9
6,561   3,462 3,099
8,352   673 7,679
6,705   7,682 -977
2,063   1,330 733
3,833   4,466 -633
7,665   4,201 3,464
1   1  
7,025   3,185 3,840
4,302   4,151 151
3,442   2,081 1,361
3,474   2,915 559
3,237   4,636 -1,399
5,073   943 4,130
4,931   6,627 -1,696
4,968   4,963 5
4,231   4,695 -464
4,852   4,818 34
1   1  
4,955   5,210 -255
1   1  
3,057   2,743 314
8,750   7,940 810
2,424   2,527 -103
693   713 -20
3,584   8,324 -4,740
124   254 -130
5,794   8,808 -3,014
215   257 -42
3,686   3,466 220
4,213   2,550 1,663
6,489   5,321 1,168
10,678   11,706 -1,028
4,961   5,210 -249
5,000   4,248 752
2,000   1,706 294
3,199   3,438 -239
6,801   5,760 1,041
3,759   1,470 2,289
4,958   4,185 773
2,003   2,091 -88
26,962   25,091 1,871
5,019   4,507 512
5,000   1,577 3,423
1,000   645 355
8,980   8,732 248
1   1  
6,351   5,989 362
908   1,088 -180
3,633   3,608 25
9,083   6,570 2,513
303   174 129
9,755   10,127 -372
1,391   1,111 280
6,258   4,679 1,579
1,724   4,086 -2,362
2,710   4,543 -1,833
5,124   5,777 -653
9,394   8,285 1,109
1   1  
3,345   3,414 -69
3,345   3,403 -58
1,912   1,601 311
6,613   6,407 206
195   184 11
195   178 17
5,057   4,517 540
4,893   5,064 -171
5,049   4,987 62
10,097   9,987 110
5,024   4,886 138
8,997   6,346 2,651
3,003   2,388 615
4,505   3,569 936
6,477   2,695 3,782
2,537   2,322 215
317   289 28
159   142 17
4,915   4,349 566
2,854   2,244 610
6,022   8,040 -2,018
151   165 -14
1   1  
4,957   2,528 2,429
2,774   2,685 89
11,910   9,811 2,099
2,839   2,328 511
9,398   2,650 6,748
1   1  
5,014   5,016 -2
358   398 -40
123   132 -9
11   12 -1
179   186 -7
1   1  
9,799   9,983 -184
1   1  
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
      6,650
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        
b       -146
c       13
d        
e        
      -80
      -147
      -536
      -1,541
      -9
      3,099
      7,679
      -977
      733
      -633
      3,464
       
      3,840
      151
      1,361
      559
      -1,399
      4,130
      -1,696
      5
      -464
      34
       
      -255
       
      314
      810
      -103
      -20
      -4,740
      -130
      -3,014
      -42
      220
      1,663
      1,168
      -1,028
      -249
      752
      294
      -239
      1,041
      2,289
      773
      -88
      1,871
      512
      3,423
      355
      248
       
      362
      -180
      25
      2,513
      129
      -372
      280
      1,579
      -2,362
      -1,833
      -653
      1,109
       
      -69
      -58
      311
      206
      11
      17
      540
      -171
      62
      110
      138
      2,651
      615
      936
      3,782
      215
      28
      17
      566
      610
      -2,018
      -14
       
      2,429
      89
      2,099
      511
      6,748
       
      -2
      -40
      -9
      -1
      -7
       
      -184
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 50,630
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) 1 882
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........................... 3 882
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- ..... 5 882
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 901
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)
IN
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 ofFIFTH THIRD BANK NA Telephone no. (513) 534-7001

Located at38 FOUNTAIN SQUARE PLAZA MD1090VDCINCINNATIOH ZIP+445202
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
FIFTH THIRD BANK N A TRUSTEE
1 		24,697    
38 FOUNTAIN SQ PLAZA MD1090VD
CINCINNATI,OH45202
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
1,680,737
b
Average of monthly cash balances.......................
1b
31,197
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,711,934
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
1,711,934
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,679
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,686,255
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
84,313
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
84,313
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
882
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
882
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
83,431
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
83,431
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
83,431
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
80,895
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
80,895
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 83,431
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...... 7,958
b From 2021...... 3,497
c From 2022...... 10,171
d From 2023...... 3,143
e From 2024...... 0
f Total of lines 3a through e ........ 24,769
4Qualifying distributions for 2025 from Part
XI, line 4: $ 80,895
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..... 80,895
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 2,536 2,536
(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 22,233
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) ... 		5,422
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		16,811
10 Analysis of line 9:
a Excess from 2021 .... 3,497
b Excess from 2022 .... 10,171
c Excess from 2023 .... 3,143
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ST MARYS MEDICAL CENTER OF EVANSVILLE
INC
3700 WASHINGTON AVE
EVANSVILLE,IN477140541 		NONE   ANNUAL FUND 75,690
Total ................................. 3a 75,690
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 34,638  
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 50,630  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA 		    14 129  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   85,397  
13Total. Add line 12, columns (b), (d), and (e)..................
13
85,397
(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:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Statement:
INDIANA DOES NOT REQUIRE A COPY OF FORM 990-PF

TY 2025 InvestmentsCorpBondsSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Name of Bond End of Year Book Value End of Year Fair Market Value
084670BS6 BERKSHIRE HATHAWAY I 25,073 24,959
166764BL3 CHEVRON CORP. 05/16/ 24,981 24,926
037833DP2 APPLE INC. 09/11/19 10,191 9,432
22160KAP0 COSTCO WHOLESALE COR 9,706 9,058
24422EVS5 JOHN DEERE CAPITAL C 9,828 8,933
494368CD3 KIMBERLY-CLARK CORPO 9,959 9,014
57636QAU8 MASTERCARD INCORPORA 9,949 8,910
713448FE3 PEPSICO INC 10/21/21 9,787 8,897
172967ML2 CITIGROUP INC. 01/29 8,480 9,360
194162AP8 COLGATE-PALMOLIVE CO 9,912 9,422
46647PBE5 JPMORGAN CHASE & CO. 8,691 9,487
61746BEF9 MORGAN STANLEY 01/20 9,976 9,974
87612EBM7 TARGET CORP 01/24/22    
89788MAC6 TRUIST FINANCIAL COR 8,803 9,578
210518DS2 CONSUMERS ENERGY COM 9,981 10,159
437076CV2 HOME DEPOT INC 12/04    
69371RS64 PACCAR FINANCIAL COR 9,984 10,283
747525BQ5 QUALCOMM INC. 05/09/ 9,266 9,988
00724PAG4 ADOBE INC 04/04/24 4 9,981 10,334
06406RAH0 BANK OF NEW YORK MEL 9,684 10,025
09290DAB7 BLACKROCK INC. 03/14 14,977 15,479
17275RBT8 CISCO SYSTEMS, INC. 9,990 10,291
191216DR8 COCA-COLA CO (THE) 0 10,027 10,416
32113CCB4 FIRST NATL MASTER NT    
857477CR2 STATE STREET CORP. 1 10,000 10,189
882508CG7 TEXAS INSTRUMENTS IN 9,989 10,216
171239AM8 CHUBB INA HOLDINGS L 10,025 10,042
437076DK5 HOME DEPOT INC. 09/1 4,983 4,957
49446RBA6 KIMCO REALTY CORPORA 4,980 4,997
880591FD9 TENNESSEE VALLEY AUT 20,187 20,693

TY 2025 InvestmentsCorpStockSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC CAP STK 10,436 73,555
023135106 AMAZON.COM INC 23,943 48,241
037833100 APPLE INC 8,040 72,315
038222105 APPLIED MATLS INC    
084670702 BERKSHIRE HATHAWAY I 7,022 20,609
166764100 CHEVRON CORPORATION 2,126 6,096
191216100 COCA COLA CO 5,393 9,158
254687106 DISNEY WALT CO    
30303M102 META PLATFORMS INC C 15,124 27,724
437076102 HOME DEPOT INC 6,255 12,732
46625H100 JPMORGAN CHASE & CO 15,765 34,800
478160104 JOHNSON & JOHNSON 13,978 16,349
57636Q104 MASTERCARD INC 2,145 19,981
580135101 MCDONALDS CORP    
594918104 MICROSOFT CORP 4,672 72,059
65339F101 NEXTERA ENERGY INC    
67103H107 O REILLY AUTOMOTIVE 4,245 9,577
742718109 PROCTER & GAMBLE CO 3,865 4,443
824348106 SHERWIN WILLIAMS CO 1,374 4,536
883556102 THERMO FISHER SCIENT    
67066G104 NVIDIA CORP 12,000 82,620
79466L302 SALESFORCE, INC.    
88160R101 TESLA, INC 20,257 24,735
882508104 TEXAS INSTRS INC    
91324P102 UNITEDHEALTH GROUP I 9,087 7,262
931142103 WALMART INC 14,245 32,643
00287Y109 ABBVIE INC 9,688 10,054
025537101 AMERICAN ELEC PWR IN 6,432 8,302
438516106 HONEYWELL INTL INC 11,784 11,705
654106103 NIKE INC 4,781 4,014
949746101 WELLS FARGO & COMPAN 17,071 28,799
98978V103 ZOETIS INC    
09857L108 BOOKING HLDGS INC 5,597 10,711
11135F101 BROADCOM INC 15,773 43,955
30231G102 EXXON MOBIL CORP 10,191 11,071
532457108 LILLY (ELI) & CO 14,545 32,240
G29183103 EATON CORP PLC SHS S 7,190 6,370
G54950103 LINDE PLC COM ISIN# 7,423 8,528
002824100 ABBOTT LABS 11,188 11,652
040413205 ARISTA NETWORKS INC 7,585 13,365
09290D101 BLACKROCK INC 5,722 11,774
231021106 CUMMINS INC    
235851102 DANAHER CORP 10,937 9,386
38141G104 GOLDMAN SACHS GROUP 8,744 18,459
46120E602 INTUITIVE SURGICAL I 4,402 6,230
573874104 MARVELL TECHNOLOGY I    
693475105 PNC FINANCIAL SERVIC 7,908 10,228
701094104 PARKER HANNIFIN CORP 3,119 5,274
70450Y103 PAYPAL HLDGS INC    
81762P102 SERVICENOW INC 5,432 5,362
90353T100 UBER TECHNOLOGIES IN 10,348 9,969
907818108 UNION PAC CORP 13,259 12,260
969457100 WILLIAMS COS INC 9,780 11,541
G1151C101 ACCENTURE PLC CLASS    
007903107 ADVANCED MICRO DEVIC 5,132 6,853
097023105 BOEING CO 10,379 12,593
244199105 DEERE & CO 8,943 7,915
26441C204 DUKE ENERGY CORP 7,486 7,384
36828A101 GE VERNOVA INC 6,854 7,189
375558103 GILEAD SCIENCES INC 6,628 7,364
482480100 KLA CORPORATION 10,090 13,366
64110L106 NETFLIX INC 8,593 8,438
68389X105 ORACLE CORPORATION 13,345 7,991
69608A108 PALANTIR TECHNOLOGIE 5,031 4,977
871607107 SYNOPSYS INC 11,551 8,925
874054109 TAKE-TWO INTERACTIVE 6,397 7,681
925652109 VICI PROPERTIES 1 LL 6,690 5,821
92840M102 VISTRA CORP. 5,548 5,001
95040Q104 WELLTOWER INC COM 7,925 15,777
74256W584 PRINCIPAL MIDCAP CL 5,712 16,253
779562206 T. ROWE PRICE NEW HO 3,825 5,683

TY 2025 InvestmentsGovtObligationsSch
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
US Government Securities - End of Year Book Value:

155,120
US Government Securities - End of Year Fair Market Value:

157,737
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 InvestmentsOtherSchedule2
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
192476505 COHEN & STEERS REALT AT COST 16,410 18,549
36212MXP9 GN 538086 10/01/00 7      
412295107 HARDING LOEVNER INTL AT COST 34,839 39,393
464287200 ISHARES CORE S&P 500 AT COST 6,371 17,808
46434G103 ISHARES CORE MSCI EM AT COST 16,127 19,964
779562206 T. ROWE PRICE NEW HO      
922908553 VANGUARD REAL ESTATE AT COST 20,195 34,069
464287499 ISHARES RUSSELL MIDC AT COST 10,975 13,382
464287655 ISHARES RUSSELL 2000 AT COST 7,898 8,369
46432F842 ISHARES CORE MSCI EA AT COST 84,749 97,601
317609295 SEAFARER OVERSEAS GR AT COST 9,294 11,845
74340W103 PROLOGIS INC      
74256W584 PRINCIPAL MIDCAP CL      
3137HCKV3 FREDDIE MAC 04/01/24      
3137HDXL9 FREDDIE MAC 08/01/24      
95040Q104 WELLTOWER INC COM      

TY 2025 OtherDecreasesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Amount
CY ACCRUED INTEREST CARRYOVER 163
MUTUAL FUND TIMING ADJUSTMENT 70


TY 2025 OtherExpensesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES ON DIVIDEN 4 4   0


TY 2025 OtherIncomeSchedule2
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 129 129  


TY 2025 OtherIncreasesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Amount
PY ACCRUED INTEREST CARRYOVER 150
ROUNDING 3


TY 2025 TaxesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR 330 330   0
FOREIGN TAXES ON NONQUALIFIED 66 66   0