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
WILLIAM B POLLOCK II & KATHRYN CHALLIS
 
Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

34-6514079
B Telephone number (see instructions)

8004962583
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)$3,982,093J 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... 128,315 128,307  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 125,319
b Gross sales price for all assets on line 6a 513,955
7 Capital gain net income (from Part IV, line 2)... 125,319
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 253,634 253,626  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,200 21,258   14,942
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).......        
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
5,207 1,308   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.......... 41,607 22,566 0 15,142
25 Contributions, gifts, grants paid....... 161,500 161,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 203,107 22,566 0 176,642
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,527
b Net investment income (if negative, enter -0-) 231,060
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............. 23,389 57,876 57,876
2 Savings and temporary cash investments......... 23,519 62 62
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)....... 1,337,582 Click to see attachment
List of Attached Documents:
// Content
1,369,449 		2,337,753
c Investments—corporate bonds (attach schedule)....... 1,455,989 Click to see attachment
List of Attached Documents:
// Content
1,433,695 		1,366,194
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 184,848 Click to see attachment
List of Attached Documents:
// Content
214,994 		220,208
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) 3,025,327 3,076,076 3,982,093
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........ 3,025,327 3,076,076
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)..... 3,025,327 3,076,076
30 Total liabilities and net assets/fund balances (see instructions). 3,025,327 3,076,076
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
3,025,327
2
Enter amount from Part I, line 27a .....................
2
50,527
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,883
4
Add lines 1, 2, and 3 ..........................
4
3,077,737
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,661
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,076,076
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 . ALEXION PHARMACEUTICALS INC     2025-01-03
b 2. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
c 1. LILLY ELI & CO   2020-11-25 2025-01-27
d 31. MONSTER BEVERAGE CORP     2025-01-27
e 14. MONSTER BEVERAGE CORP     2025-01-27
2. MONSTER BEVERAGE CORP   2022-08-24 2025-01-28
231.911 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-14 2025-02-11
100. JPMORGAN BETABUILDERS CANADA   2018-08-13 2025-02-11
51.6 NEUBERGR LONG SHRT FUND-INST     2025-02-11
135.281 PIMCO MTGE OPPORTUNITIES IS   2020-05-29 2025-02-11
688.705 SIX CIRCLES US UNCONSTR EQ   2018-10-17 2025-02-11
469.023 SIX CIRCLES INTL UNCON EQ   2018-10-17 2025-02-11
998.825 SIX CIRCLES GLOBAL BOND   2020-08-17 2025-02-11
494.56 SIX CIRCLES MULTI-STRAT   2024-10-28 2025-02-11
446.927 SIX CIRCLES CREDIT OPPORT   2022-10-19 2025-02-11
127.033 VANGUARD TTL INTL BND-ADM   2019-02-06 2025-02-11
7. APPLE COMPUTER INC   2014-05-29 2025-02-13
2. NXP SEMICONDUCTORS NV   2020-11-02 2025-02-13
1. NXP SEMICONDUCTORS NV   2020-11-02 2025-02-13
5. HONEYWELL INTL INC   2013-10-23 2025-03-25
1. HONEYWELL INTL INC   2013-10-23 2025-03-25
6. HONEYWELL INTL INC   2013-10-23 2025-03-26
2. HONEYWELL INTL INC   2013-10-23 2025-03-26
2. HONEYWELL INTL INC   2025-01-24 2025-03-26
1. HONEYWELL INTL INC   2013-10-23 2025-03-26
2. HONEYWELL INTL INC   2025-01-24 2025-03-27
2. HONEYWELL INTL INC   2025-01-24 2025-03-27
11. APPLE COMPUTER INC   2014-05-29 2025-04-04
6. APPLE COMPUTER INC   2017-02-02 2025-04-09
13. NORFOLK SOUTHN CORP     2025-04-09
7. NORFOLK SOUTHN CORP     2025-04-09
2. REGENERON PHARMACEUTICALS INC     2025-04-28
10. EXXON MOBIL CORP   2018-12-21 2025-05-01
11. EXXON MOBIL CORP     2025-05-01
9. ALPHABET INC-CL C   2015-01-15 2025-05-22
1. NXP SEMICONDUCTORS NV   2020-11-02 2025-05-22
1. NXP SEMICONDUCTORS NV   2020-11-02 2025-05-22
12. NXP SEMICONDUCTORS NV     2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-22
2. NXP SEMICONDUCTORS NV     2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-23
214.084 FIDELITY 500 INDEX FUND   2020-03-09 2025-06-09
2876.448 SIX CIRCLES INTL UNCON EQ     2025-06-09
18. FISERV INC     2025-06-20
3. MASTERCARD INC - CLASS A   2015-04-22 2025-06-20
3. REGENERON PHARMACEUTICALS INC     2025-06-20
4. BROADCOM INC   2024-12-17 2025-07-11
2. FISERV INC     2025-07-11
10. FISERV INC     2025-07-11
7. FISERV INC   2023-11-20 2025-07-11
9. INTUITIVE SURGICAL INC NEW     2025-07-11
32. INGERSOLL RAND INC     2025-08-01
44. BRISTOL MYERS SQUIBB CO     2025-08-21
9. BRISTOL MYERS SQUIBB CO     2025-08-21
9. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
2. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
6. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
5. OTIS WORLDWIDE CORP     2025-08-22
15. OTIS WORLDWIDE CORP     2025-08-22
1. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
7. OTIS WORLDWIDE CORP     2025-08-22
10. OTIS WORLDWIDE CORP     2025-08-22
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
9. CONOCOPHILLIPS     2025-09-08
6. CONOCOPHILLIPS     2025-09-08
4. SALESFORCE.COM INC   2024-03-20 2025-09-08
1. SALESFORCE.COM INC   2024-03-20 2025-09-08
2. SALESFORCE.COM INC   2024-03-20 2025-09-08
2. LINDE PLC   2019-04-25 2025-09-08
1. LINDE PLC   2019-04-25 2025-09-08
4. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
8. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
29. BRISTOL MYERS SQUIBB CO     2025-09-11
6. INGERSOLL RAND INC     2025-09-11
1. INGERSOLL RAND INC   2021-10-21 2025-09-11
1. INGERSOLL RAND INC   2021-10-21 2025-09-11
14. INGERSOLL RAND INC   2025-07-11 2025-09-11
2. SALESFORCE.COM INC   2024-03-20 2025-09-11
4. SALESFORCE.COM INC     2025-09-11
13. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
370. ISHARES TR 7-10 YR TREAS INDEX FD     2025-09-15
1955.603 PIMCO MTGE OPPORTUNITIES IS     2025-09-15
13. CONOCOPHILLIPS     2025-09-23
6. SALESFORCE.COM INC   2024-10-01 2025-09-23
6. SALESFORCE.COM INC     2025-09-23
9. PROGRESSIVE CORP OHIO     2025-10-10
19. WELLS FARGO & CO NEW   2020-12-15 2025-10-10
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
5. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
60. SPDR TR UNIT SER 1     2025-10-20
7709.251 SIX CIRCLES CREDIT OPPORT     2025-10-20
14. VANGUARD MORTGAGE-BACKED SEC   2024-12-09 2025-10-20
1616. VANGUARD MORTGAGE-BACKED SEC   2024-12-09 2025-10-20
200. VANGUARD INT-TERM CORPORATE   2023-12-11 2025-10-20
5. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
26. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
25. CANADIAN PACIFIC KANSAS CITY     2025-11-03
1. MCDONALDS CORP   2019-06-10 2025-11-03
3. MCDONALDS CORP   2019-06-10 2025-11-03
11. CANADIAN PACIFIC KANSAS CITY     2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-04
16. CONOCOPHILLIPS     2025-11-21
4. BROADCOM INC   2024-12-17 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-24
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-26
5. MONDELEZ INTERNATIONAL-W/I     2025-12-03
7. MONDELEZ INTERNATIONAL-W/I     2025-12-03
2. PEPSICO INC   2018-05-22 2025-12-03
5. PEPSICO INC   2018-05-22 2025-12-03
3. SOUTHERN CO   2023-12-18 2025-12-03
6. SOUTHERN CO   2023-12-18 2025-12-03
1. CONOCOPHILLIPS   2022-02-08 2025-12-24
3. CONOCOPHILLIPS   2022-02-08 2025-12-24
9. CONOCOPHILLIPS     2025-12-24
3. PROGRESSIVE CORP OHIO     2025-12-24
5. CONOCOPHILLIPS     2025-12-26
4. CONOCOPHILLIPS   2022-05-19 2025-12-26
3. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-26
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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 25     25
b 1,880   977 903
c 800   144 656
d 1,533   1,426 107
e 696   632 64
98   90 8
2,500   2,493 7
7,386   4,915 2,471
1,000   773 227
1,250   1,443 -193
12,500   6,956 5,544
5,375   4,385 990
8,500   9,922 -1,422
5,000   4,970 30
4,000   3,741 259
2,500   2,783 -283
1,660   158 1,502
438   274 164
218   137 81
1,060   413 647
212   83 129
1,285   495 790
427   165 262
426   453 -27
213   83 130
429   453 -24
427   453 -26
2,170   249 1,921
1,068   192 876
2,751   2,123 628
1,449   1,620 -171
1,209   1,016 193
1,064   552 512
1,173   556 617
1,583   226 1,357
206   137 69
199   137 62
2,396   2,470 -74
198   224 -26
396   336 60
199   224 -25
192   224 -32
44,750   20,462 24,288
37,250   27,038 10,212
2,939   2,259 680
1,595   275 1,320
1,529   1,931 -402
1,099   953 146
331   250 81
1,664   1,770 -106
1,165   868 297
4,608   2,775 1,833
2,423   1,652 771
2,135   2,541 -406
439   683 -244
795   934 -139
175   207 -32
526   622 -96
444   519 -75
1,332   1,578 -246
89   100 -11
622   697 -75
884   995 -111
542   103 439
540   103 437
820   482 338
545   324 221
1,006   1,217 -211
251   304 -53
502   609 -107
947   352 595
473   176 297
434   83 351
381   421 -40
1,381   2,100 -719
492   324 168
81   54 27
81   54 27
1,136   1,236 -100
491   609 -118
986   1,209 -223
613   684 -71
35,940   38,411 -2,471
18,500   20,170 -1,670
1,217   861 356
1,474   1,626 -152
1,474   1,597 -123
2,164   1,054 1,110
1,482   564 918
330   380 -50
1,653   1,902 -249
331   380 -49
40,277   11,697 28,580
70,000   66,405 3,595
663   648 15
76,457   74,769 1,688
16,919   15,785 1,134
354   345 9
1,837   1,792 45
1,763   1,705 58
296   201 95
888   603 285
775   898 -123
70   81 -11
70   81 -11
1,400   1,272 128
1,496   953 543
603   409 194
990   294 696
623   409 214
280   199 81
391   305 86
298   200 98
741   499 242
265   214 51
524   428 96
92   91 1
277   274 3
830   845 -15
683   356 327
457   500 -43
368   418 -50
681   359 322
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
      31,435
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       25
b       903
c       656
d       107
e       64
      8
      7
      2,471
      227
      -193
      5,544
      990
      -1,422
      30
      259
      -283
      1,502
      164
      81
      647
      129
      790
      262
      -27
      130
      -24
      -26
      1,921
      876
      628
      -171
      193
      512
      617
      1,357
      69
      62
      -74
      -26
      60
      -25
      -32
      24,288
      10,212
      680
      1,320
      -402
      146
      81
      -106
      297
      1,833
      771
      -406
      -244
      -139
      -32
      -96
      -75
      -246
      -11
      -75
      -111
      439
      437
      338
      221
      -211
      -53
      -107
      595
      297
      351
      -40
      -719
      168
      27
      27
      -100
      -118
      -223
      -71
      -2,471
      -1,670
      356
      -152
      -123
      1,110
      918
      -50
      -249
      -49
      28,580
      3,595
      15
      1,688
      1,134
      9
      45
      58
      95
      285
      -123
      -11
      -11
      128
      543
      194
      696
      214
      81
      86
      98
      242
      51
      96
      1
      3
      -15
      327
      -43
      -50
      322
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 125,319
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 3,212
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 3,212
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 3,212
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,044
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 3,044
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....... 9 168
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603
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
JP MORGAN CHASE BANK N A TRUSTEE
2 		26,708    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
FRANKLIN S BENNETT JR CO - TRUSTEE
1 		9,492    
2731 BENDEMEER COURT
POLAND,OH445142727
PATRICIA POLLOCK ANTICH CO - TRUSTEE
1 		0    
1405 SEVILLE RD
SANTA FE,NM875054647
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
3,775,388
b
Average of monthly cash balances.......................
1b
63,520
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,838,908
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
3,838,908
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
57,584
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,781,324
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
189,066
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
189,066
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,212
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,212
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
185,854
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
185,854
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
185,854
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
176,642
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
176,642
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 7 185,854
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 161,475
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: $ 176,642
a Applied to 2024, but not more than line 2a 161,475
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..... 15,167
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 .......... 		170,687
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:
JPMORGAN CHASE BANK NA
10 S DEARBORN IL1-0111
CHICAGO,IL60603
(800) 496-2583
www.jpmorgan.com/onlinegrants
bThe form in which applications should be submitted and information and materials they should include:
THERE IS NO PRESCRIBED FORM FOR APPLICATIONS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE GRANTED TO QUALIFIED RECIPIENTS AS DETERMINED BY THE TRUSTEES
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

LEADERSHIP MAHONING VALLEY INC
c/o REGIONAL CHAMBER
CITY CENTER ONE
YOUNGSTOWN,OH44503 		NONE   GENERAL 10,000

YWCA MAHONING VALLEY

25 W RAYEN AVENUE
YOUNGSTOWN,OH44503 		NONE   GENERAL 5,000

ENGLISH CENTER

323 WICK AVENUE
YOUNGSTOWN,OH44503 		NONE   GENERAL 2,500

JUNIOR ACHIEVEMENT OF MAHONING VALLEY

1601 MOTOR INN DR305
GIRARD,OH44503 		NONE   GENERAL 10,000

POTENTIAL DEVELOPMENT PROGRAM

2405 MARKET ST
YOUNGSTOWN,OH44507 		NONE   GENERAL 5,000

STAMBAUGH AUDITORIUM

1000 FIFTH AVE
YOUNGSTOWN,OH44504 		NONE   GENERAL 25,000

LIT YOUNGSTOWN

254 OUTLOOK AVE
YOUNGSTOWN,OH44504 		NONE   GENERAL OPERATING 5,000

AMERICAN RED CROSS

25 N CANFIELD NILES RD
AUSTINTOWN,OH44515 		NONE   GENERAL 10,000

UNITED WAY OF YOUNGSTOWN
AND THE MAHONING
255 WATT ST
YOUNGSTOWN,OH44505 		NONE   GENERAL 25,000

YOUNGSTOWN STATE UNIVERSITY

1 UNIVERSITY PLAZA
Youngstown,OH44555 		NONE   GENERAL 34,000

PLANNED PARENTHOOD OF GREATER OHIO

206 E STATE STREET
COLUMBUS,OH43215 		NONE   GENERAL 10,000

FIRST PRESBYTERIAN CHURCH YOUNGSTOWN

201 WICK AVENUE
YOUNGSTOWN,OH445031001 		NONE   GENERAL 10,000

ST JOHNS EPISCOPAL CHURCH

323 WICK AVE
YOUNGSTOWN,OH44503 		NONE   GENERAL 10,000
Total ................................. 3a 161,500
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 ....     14 128,315  
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 ............ 		    18 125,319  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   253,634  
13Total. Add line 12, columns (b), (d), and (e)..................
13
253,634
(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 ExplnOfNonFilingWithAGStmt
Name:
WILLIAM B POLLOCK II & KATHRYN CHALLIS
EIN:
34-6514079
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 InvestmentsCorpBondsSchedule
Name:
WILLIAM B POLLOCK II & KATHRYN CHALLIS
EIN:
34-6514079
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN 91,335 77,862
54401E143 LORD ABBETT SHRT DUR 77,863 73,811
83002G108 SIX CIRCLES ULTR SHR 37,654 37,770
72201F490 PIMCO INCOME FUND-IN 44,739 41,668
83002G702 SIX CIRCLES GLOBAL B 652,218 606,479
83002G884 SIX CIRCLES CREDIT O 79,055 80,872
464287440 ISHARES 7-10 YEAR TR    
921937835 VANGUARD TOTAL BOND 109,710 111,105
92203J407 VANGUARD TOTAL INTL 147,497 140,128
92206C870 VANGUARD INT-TERM CO 55,196 58,625
92206C771 VANGUARD MORTGAGE-BA 39,328 40,018
46429B267 ISHARES US TREASURY 99,100 97,856

TY 2025 InvestmentsCorpStockSchedule
Name:
WILLIAM B POLLOCK II & KATHRYN CHALLIS
EIN:
34-6514079
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,686 6,007
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY AND COMPAN 1,482 6,448
548661107 LOWE'S COS INC 6,663 8,441
594918104 MICROSOFT CORP 6,149 41,108
609207105 MONDELEZ INTERNATION 2,436 2,422
617446448 MORGAN STANLEY 2,429 11,362
713448108 PEPSICO INC 3,589 3,875
882508104 TEXAS INSTRUMENTS IN 6,749 8,328
949746101 WELLS FARGO & CO 5,093 10,625
02079K107 ALPHABET INC-CL C 3,184 26,045
30303M102 META PLATFORMS INC-C 7,380 23,763
57636Q104 MASTERCARD INC - A 7,278 14,272
65339F101 NEXTERA ENERGY INC 6,387 6,262
78462F103 SPDR S&P 500 ETF TRU 110,879 354,598
91324P102 UNITEDHEALTH GROUP I 4,801 8,253
94106B101 WASTE CONNECTIONS IN 1,839 3,858
023135106 AMAZON.COM INC 9,680 27,698
037833100 APPLE INC 14,667 32,623
060505104 BANK OF AMERICA CORP 5,861 9,735
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 5,229 50,915
025816109 AMERICAN EXPRESS CO 2,635 7,769
315911750 FIDELITY 500 INDEX F 254,304 363,911
83002G306 SIX CIRCLES US UNCON 278,556 488,107
83002G405 SIX CIRCLES INTL UNC 230,174 323,349
00287Y109 ABBVIE INC 4,059 10,054
337738108 FISERV INC    
580135101 MCDONALD'S CORP 5,635 6,724
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 3,517 10,711
461202103 INTUIT INC 4,135 3,975
883556102 THERMO FISHER SCIENT 5,633 6,374
N07059210 ASML HOLDING NV-NY R 1,650 3,210
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 2,046 3,449
363576109 ARTHUR J GALLAGHER & 2,560 4,658
43300A203 HILTON WORLDWIDE HOL 2,526 5,745
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 60,315 62,305
46641Q217 JPMORGAN BETABUILDER 85,526 107,763
46641Q225 JPMORGAN BETABUILDER 36,570 69,750
46641Q233 JPMORGAN BETABUILDER 62,265 62,493
679580100 OLD DOMINION FREIGHT 2,812 3,136
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 2,683 6,370
30231G102 EXXON MOBIL CORP 6,825 9,266
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 2,616 5,010
78409V104 S&P GLOBAL INC 3,565 5,226
573284106 MARTIN MARIETTA MATE 3,488 4,981
842587107 THE SOUTHERN COMPANY 6,578 7,412
863667101 STRYKER CORP 3,843 4,569
872540109 TJX COMPANIES INC 2,463 4,608
G54950103 LINDE PLC 3,238 5,969
11135F101 BROADCOM INC 10,470 13,844
127387108 CADENCE DESIGN SYS I 3,066 3,126
254687106 WALT DISNEY CO/THE 6,934 6,940
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 4,675 4,595
126408103 CSX CORP 5,082 5,148
26884L109 EQT CORP 4,472 4,288
278865100 ECOLAB INC 5,742 5,775
29364G103 ENTERGY CORP 2,721 2,680
443201108 HOWMET AEROSPACE INC 5,439 6,971
478160104 JOHNSON & JOHNSON 8,347 10,348
81762P102 SERVICENOW INC 4,686 3,830
874039100 TAIWAN SEMICONDUCTOR 4,214 6,382
931142103 WALMART INC 3,910 4,456
G8994E103 TRANE TECHNOLOGIES P 6,013 5,838

TY 2025 InvestmentsOtherSchedule2
Name:
WILLIAM B POLLOCK II & KATHRYN CHALLIS
EIN:
34-6514079
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 51,775 52,474
64128R608 NEUBERGER BERM LNG S AT COST 34,411 39,350
72201U638 PIMCO MRTG OPP & BND AT COST 18,253 18,415
83002G876 SIX CIRCLES MULTI-ST AT COST 110,555 109,969

TY 2025 OtherDecreasesSchedule
Name:
WILLIAM B POLLOCK II & KATHRYN CHALLIS
EIN:
34-6514079
Description Amount
2025 TRANSACTIONS POSTED IN 2026 1,658
ROUNDING 3


TY 2025 OtherExpensesSchedule
Name:
WILLIAM B POLLOCK II & KATHRYN CHALLIS
EIN:
34-6514079
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 200 0   200


TY 2025 OtherIncreasesSchedule
Name:
WILLIAM B POLLOCK II & KATHRYN CHALLIS
EIN:
34-6514079
Description Amount
2024 TRANSACTIONS POSTED IN 2025 1,883


TY 2025 TaxesSchedule
Name:
WILLIAM B POLLOCK II & KATHRYN CHALLIS
EIN:
34-6514079
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 57 57   0
FEDERAL TAX PAYMENT - PRIOR YE 855 0   0
FEDERAL ESTIMATES - INCOME 3,044 0   0
FOREIGN TAXES ON QUALIFIED FOR 977 977   0
FOREIGN TAXES ON NONQUALIFIED 274 274   0