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
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
 
Number and street (or P.O. box number if mail is not delivered to street address) C/O FARMERS TRUST CO 42 MCCLURG R
  Room/suite
City or town
YOUNGSTOWN
State or province
OH
Country  
ZIP or foreign postal code
44512
A Employer identification number

35-6735706
B Telephone number (see instructions)

3307437000
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)$67,063,032J 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 10,233 10,233  
4 Dividends and interest from securities... 2,057,339 2,057,339  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,492,177
b Gross sales price for all assets on line 6a 16,436,897
7 Capital gain net income (from Part IV, line 2)... 3,492,177
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
18    
12 Total. Add lines 1 through 11........ 5,559,767 5,559,749  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 455,309 318,716   136,593
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
2,200 550 0 1,650
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
103,119 27,996   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.......... 560,828 347,262 0 138,443
25 Contributions, gifts, grants paid....... 2,863,800 2,863,800
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,424,628 347,262 0 3,002,243
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,135,139
b Net investment income (if negative, enter -0-) 5,212,487
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,475,039 4,711,855 4,711,855
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) 5,745,496 Click to see attachment
List of Attached Documents:
// Content
3,988,153 		3,907,143
b Investments—corporate stock (attach schedule)....... 20,232,040 Click to see attachment
List of Attached Documents:
// Content
20,456,213 		31,469,728
c Investments—corporate bonds (attach schedule)....... 2,387,755 Click to see attachment
List of Attached Documents:
// Content
2,383,385 		2,371,661
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,095,755 Click to see attachment
List of Attached Documents:
// Content
21,531,505 		24,602,645
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) 50,936,085 53,071,111 67,063,032
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........ 50,936,085 53,071,111
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)..... 50,936,085 53,071,111
30 Total liabilities and net assets/fund balances (see instructions). 50,936,085 53,071,111
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
50,936,085
2
Enter amount from Part I, line 27a .....................
2
2,135,139
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
53,071,224
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
113
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
53,071,111
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 1357. AT&T INC COM   2021-03-22 2025-02-28
b 6231. AT&T INC COM   2019-01-16 2025-02-28
c 1435. AT&T INC COM   2017-11-09 2025-02-28
d 2534. AT&T INC COM   2023-02-14 2025-06-13
e 2092. AT&T INC COM   2021-03-22 2025-06-13
9. ADOBE INC COM   2019-03-19 2025-07-28
423. ADOBE INC COM   2019-01-16 2025-07-28
923. ALPHABET INC CAP STK CL A   2016-01-13 2025-02-28
940. ALPHABET INC CAP STK CL A   2016-01-13 2025-05-05
812. AMAZON COM INC COM   2023-08-24 2025-05-05
449. AMAZON COM INC COM   2025-06-05 2025-08-01
224. AMAZON COM INC COM   2023-08-24 2025-08-01
313. AMAZON COM INC COM   2023-08-24 2025-09-18
450. APPLE INC COM   2010-04-08 2025-02-13
701. APPLE INC COM   2010-04-08 2025-03-25
330. APPLE INC COM   2010-04-08 2025-05-05
759. APPLE INC COM   2010-04-08 2025-08-01
2335. ASHLAND INC COM   2025-01-16 2025-03-21
3370. ASHLAND INC COM   2024-11-08 2025-03-21
11. AUTOZONE INC COM   2024-01-10 2025-01-16
32. AUTOZONE INC COM   2023-11-16 2025-01-16
119. AUTOZONE INC COM   2022-09-15 2025-01-16
54. CBOE GLOBAL MKTS INC COM   2024-01-10 2025-03-04
3051. CBOE GLOBAL MKTS INC COM   2021-03-25 2025-03-04
581. CME GROUP INC COM   2024-05-14 2025-03-25
113. CME GROUP INC COM   2024-05-14 2025-05-05
206. CME GROUP INC COM   2024-01-10 2025-05-05
100. CME GROUP INC COM   2023-05-22 2025-05-05
131. CME GROUP INC COM   2022-09-28 2025-05-05
552. CME GROUP INC COM   2022-09-28 2025-05-28
. CARDINAL HEALTH INC   2020-01-01 2025-07-29
297. CISCO SYS INC COM   2024-01-10 2025-07-28
1713. CISCO SYS INC COM   2023-05-18 2025-07-28
322. CISCO SYS INC COM   2021-03-22 2025-07-28
600. CISCO SYS INC COM   2024-06-28 2025-08-01
1715. CISCO SYS INC COM   2023-05-18 2025-08-01
27.761 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2022-12-15 2025-04-21
8655.152 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2022-12-15 2025-04-21
40.076 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-12-16 2025-04-21
1971.675 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-12-16 2025-04-21
79188.835 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-04-05 2025-04-21
385.292 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2020-12-17 2025-04-21
7.88 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2019-12-18 2025-04-21
1407.901 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2019-12-18 2025-04-21
68559.084 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2019-01-24 2025-04-21
26802.275 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2018-01-02 2025-04-21
5.507 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2017-12-18 2025-04-21
299.243 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2017-12-18 2025-04-21
34309.751 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2017-01-23 2025-04-21
2011. DELL TECHNOLOGIES INC COM   2024-07-11 2025-04-10
1750. DELL TECHNOLOGIES INC COM   2024-05-23 2025-04-10
893. DUKE ENERGY CORP COM   2022-08-25 2025-07-31
357. DUKE ENERGY CORP COM   2022-07-18 2025-07-31
231. EOG RES INC COM   2024-01-10 2025-01-16
3291. EOG RES INC COM   2023-06-22 2025-01-16
204. META PLATFORMS INC COM   2025-03-13 2025-08-01
500000. FEDERAL HOME LOAN BANKS CONS BD 2%25   2022-02-25 2025-12-17
1000000. FEDERAL HOME LOAN BANKS CONS BD 4.5%29   2022-09-15 2025-11-05
1000. GILEAD SCIENCES INC COM   2024-11-01 2025-03-13
1220. GILEAD SCIENCES INC COM   2023-11-09 2025-03-13
2220. GILEAD SCIENCES INC COM   2023-11-09 2025-07-31
25. WALMART INC CLL OPT 03/25 80.0 CAL   2024-08-15 2025-03-04
5. WALMART INC CLL OPT 03/25 100.0 CAL   2024-12-11 2025-03-04
. HP INC COM   2020-01-01 2025-07-16
490. HONEYWELL INTERNATIONAL INC   2023-07-13 2025-05-05
1255. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-03-25
628. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-05-05
436. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-05-09
429. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-07-10
617. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-07-28
268. INVESCO QQQ TR SR I ETF   2025-01-16 2025-03-13
514. INVESCO QQQ TR SR I ETF   2024-09-19 2025-03-13
181. INVESCO QQQ TR SR I ETF   2024-09-19 2025-07-22
15. INVESCO QQQ TR SR I ETF   2023-11-16 2025-07-22
335. J.P. MORGAN CHASE & CO   2022-09-28 2025-05-09
429. J.P. MORGAN CHASE & CO   2022-09-28 2025-07-28
1000. KENVUE INC COM   2024-11-01 2025-01-16
6620. KENVUE INC COM   2024-03-14 2025-01-16
5531.007 KENVUE INC COM   2022-04-14 2025-01-16
1028.147 KENVUE INC COM   2023-05-22 2025-01-16
5911.846 KENVUE INC COM   2021-03-22 2025-01-16
60. PALANTIR TECHNOLOGIES IN CLL OPT 01/25 70.0 CAL   2024-11-18 2025-01-17
60. PALANTIR TECHNOLOGIES IN CLL OPT 03/25 80.0 CAL   2025-01-17 2025-03-19
60. PALANTIR TECHNOLOGIES IN CLL OPT 05/25 90.0 CAL   2025-03-19 2025-05-14
60. PALANTIR TECHNOLOGIES IN CLL OPT 11/25 100.0 CAL   2025-05-14 2025-11-11
. KRAFT HEINZ CO COM   2020-01-01 2025-06-10
341. MICROSOFT CORP COM   2010-04-08 2025-05-28
295. MICROSOFT CORP COM   2010-04-08 2025-08-01
383. MID-AMER APT CMNTYS INC COM   2024-05-16 2025-03-25
89. MID-AMER APT CMNTYS INC COM   2023-11-16 2025-03-25
477. MID-AMER APT CMNTYS INC COM   2019-06-27 2025-03-25
744. MID-AMER APT CMNTYS INC COM   2020-09-24 2025-06-05
585. MID-AMER APT CMNTYS INC COM   2019-06-27 2025-06-05
91. MID-AMER APT CMNTYS INC COM   2019-04-11 2025-06-05
. MOHAWK INDS INC   2020-01-01 2025-03-14
700. PALANTIR TECHNOLOGIES INC COM   2024-08-29 2025-01-23
775. PHILIP MORRIS INTL INC COM   2025-01-16 2025-05-09
.25 SOLSTICE ADVANCED MATLS INC COM   2023-07-13 2025-11-04
1320. TJX COS INC NEW COM   2019-01-16 2025-02-13
1228. TJX COS INC NEW COM   2019-01-16 2025-05-28
1356. TJX COS INC NEW COM   2019-01-16 2025-06-05
96. TJX COS INC NEW COM   2018-02-23 2025-06-05
2671. TRUIST FINL CORP COM   2020-07-24 2025-02-28
1566. TRUIST FINL CORP COM   2019-03-22 2025-02-28
690. TWILIO   2024-04-11 2025-02-28
1541. TWILIO   2024-04-11 2025-05-05
52. TWILIO   2024-07-11 2025-07-15
1192. TWILIO   2024-04-11 2025-07-15
1262. TWILIO   2024-07-11 2025-10-31
1784. UBER TECHNOLOGIES INC COM   2025-01-16 2025-09-18
500. UBER TECHNOLOGIES INC COM   2024-11-01 2025-09-18
500000. UNITED STATES TREAS NTS 2.5%01/31/25   2020-01-14 2025-01-31
250000. UNITED STATES TREAS NTS 2.875%07/31/25   2019-07-26 2025-07-31
437. VISA INC COM   2016-02-09 2025-05-28
341. VISA INC COM   2016-02-09 2025-06-27
707. WAL MART STORES INC COM   2019-02-06 2025-03-04
2483. WAL MART STORES INC COM   2019-01-16 2025-03-04
1562. WAL MART STORES INC COM   2019-02-06 2025-05-05
8. WAL MART STORES INC COM   2019-02-06 2025-05-28
1362. WAL MART STORES INC COM   2016-01-20 2025-05-28
306. ACCENTURE PLC IRELAND COM   2025-01-16 2025-05-05
12. ACCENTURE PLC IRELAND COM   2024-01-25 2025-05-05
187. ACCENTURE PLC IRELAND COM   2024-01-25 2025-05-05
416. CHUBB LIMITED COM   2025-06-27 2025-07-28
179. CHUBB LIMITED COM   2022-01-14 2025-07-28
657. CHUBB LIMITED COM   2022-01-14 2025-11-06
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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 36,787   31,088 5,699
b 168,918   145,487 23,431
c 38,902   37,241 1,661
d 71,348   48,740 22,608
e 58,903   47,926 10,977
3,325   2,332 993
156,283   102,505 53,778
155,383   34,656 120,727
154,973   35,294 119,679
151,763   107,747 44,016
96,441   93,988 2,453
48,113   29,723 18,390
72,651   41,533 31,118
108,131   3,862 104,269
156,228   6,016 150,212
66,035   2,832 63,203
154,477   6,514 147,963
129,931   164,614 -34,683
187,523   274,706 -87,183
35,011   27,841 7,170
101,850   85,065 16,785
378,754   255,661 123,093
11,560   9,462 2,098
653,161   305,447 347,714
151,856   121,464 30,392
31,946   23,624 8,322
58,238   40,684 17,554
28,271   18,190 10,081
37,035   23,262 13,773
157,931   98,022 59,909
2     2
20,092   14,933 5,159
115,884   81,826 34,058
21,783   16,157 5,626
40,185   28,521 11,664
114,861   81,922 32,939
279   279  
87,071   86,984 87
403   519 -116
19,835   25,533 -5,698
796,640   922,550 -125,910
3,876   4,103 -227
79   90 -11
14,163   16,008 -1,845
689,704   725,355 -35,651
269,631   286,298 -16,667
55   59 -4
3,010   3,196 -186
345,156   366,492 -21,336
157,389   282,106 -124,717
136,962   268,584 -131,622
108,332   98,673 9,659
43,308   38,032 5,276
31,784   26,546 5,238
452,814   356,034 96,780
152,544   121,429 31,115
500,000   500,000  
1,000,000   995,808 4,192
113,182   89,469 23,713
138,082   91,585 46,497
250,224   166,655 83,569
5,223   42,776 -37,553
1,618   482 1,136
62     62
105,174   101,904 3,270
311,873   169,345 142,528
156,301   84,740 71,561
108,627   58,832 49,795
123,364   57,888 65,476
161,834   83,256 78,578
125,831   138,158 -12,327
241,333   249,139 -7,806
101,632   87,732 13,900
8,423   5,781 2,642
84,788   36,105 48,683
127,581   46,236 81,345
21,053   22,955 -1,902
139,368   133,651 5,717
116,442   124,431 -7,989
21,645   20,104 1,541
124,459   117,898 6,561
19,438   12,644 6,794
31,060   31,246 -186
49,421   242,762 -193,341
255,538   486,284 -230,746
6,166     6,166
156,401   10,203 146,198
154,644   8,827 145,817
62,379   52,671 9,708
14,495   10,903 3,592
77,688   55,506 22,182
111,570   83,513 28,057
87,726   68,073 19,653
13,646   10,071 3,575
5     5
54,462   21,802 32,660
131,942   92,657 39,285
11   12 -1
165,396   62,878 102,518
155,409   58,496 96,913
172,565   64,593 107,972
12,217   3,705 8,512
122,997   100,864 22,133
72,113   71,786 327
81,143   42,426 38,717
160,514   94,752 65,762
6,604   2,961 3,643
151,390   73,293 78,097
172,117   71,862 100,255
168,281   123,306 44,975
47,164   36,770 10,394
500,000   500,000  
250,000   250,000  
157,512   30,078 127,434
118,936   23,470 95,466
67,712   22,560 45,152
237,807   80,102 157,705
155,380   49,843 105,537
780   255 525
132,849   27,709 105,140
94,497   107,522 -13,025
3,706   4,464 -758
57,748   69,564 -11,816
110,572   118,667 -8,095
47,578   34,887 12,691
185,671   128,048 57,623
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
      225,958
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       5,699
b       23,431
c       1,661
d       22,608
e       10,977
      993
      53,778
      120,727
      119,679
      44,016
      2,453
      18,390
      31,118
      104,269
      150,212
      63,203
      147,963
      -34,683
      -87,183
      7,170
      16,785
      123,093
      2,098
      347,714
      30,392
      8,322
      17,554
      10,081
      13,773
      59,909
      2
      5,159
      34,058
      5,626
      11,664
      32,939
       
      87
      -116
      -5,698
      -125,910
      -227
      -11
      -1,845
      -35,651
      -16,667
      -4
      -186
      -21,336
      -124,717
      -131,622
      9,659
      5,276
      5,238
      96,780
      31,115
       
      4,192
      23,713
      46,497
      83,569
      -37,553
      1,136
      62
      3,270
      142,528
      71,561
      49,795
      65,476
      78,578
      -12,327
      -7,806
      13,900
      2,642
      48,683
      81,345
      -1,902
      5,717
      -7,989
      1,541
      6,561
      6,794
      -186
      -193,341
      -230,746
      6,166
      146,198
      145,817
      9,708
      3,592
      22,182
      28,057
      19,653
      3,575
      5
      32,660
      39,285
      -1
      102,518
      96,913
      107,972
      8,512
      22,133
      327
      38,717
      65,762
      3,643
      78,097
      100,255
      44,975
      10,394
       
       
      127,434
      95,466
      45,152
      157,705
      105,537
      525
      105,140
      -13,025
      -758
      -11,816
      -8,095
      12,691
      57,623
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 3,492,177
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 72,454
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 72,454
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 72,454
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 64,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 64,000
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 8,454
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 .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressNONE
14
The books are in care ofFARMERS TRUST COMPANY Telephone no. (330) 743-7000

Located at42 MCCLURG ROADYOUNGSTOWNOH ZIP+444512
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FARMERS TRUST COMPANY TRUSTEE
2 		455,309    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
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
59,402,798
b
Average of monthly cash balances.......................
1b
4,525,363
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
63,928,161
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
63,928,161
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
958,922
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
62,969,239
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,148,462
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
3,148,462
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
72,454
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
72,454
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,076,008
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,076,008
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,076,008
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
3,002,243
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
3,002,243
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 3,076,008
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 891,342
f Total of lines 3a through e ........ 891,342
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,002,243
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..... 3,002,243
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 73,765 73,765
(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 5 817,577
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		817,577
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 817,577
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
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.
NONE
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

LAKE ERIE COLLEGE

391 WEST WASHINGTON ST
PAINESVILLE,OH44077 		N/A   PUBLIC SUPPORT 477,300

BUTLER INSTITUTE OF ART

524 WICK AVE
Youngstown,OH44502 		N/A   PUBLIC SUPPORT 477,300

MAHONING VALLEY HISTORICAL SOCIETY

648 WICK AVENUE
YOUNGSTOWN,OH44502 		N/A   PUBLIC SUPPORT 477,300

FIRST PRESBYTERIAN CHURCH

140 WEST MAIN STREET
CANFIELD,OH44406 		N/A   PUBLIC SUPPORT 477,300

HOSPICE OF YOUNGSTOWN

5190 MARKET STREET
YOUNGSTOWN,OH44512 		N/A   PUBLIC SUPPORT 477,300

HENRY H STAMBAUGH AUDITORIUM

1000 FIFTH AVENUE
YOUNGSTOWN,OH445041603 		N/A   PUBLIC SUPPORT 477,300
Total ................................. 3a 2,863,800
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 ........... 		    14 10,233  
4 Dividends and interest from securities ....     14 2,057,339  
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 3,492,177  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 18  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   5,559,767  
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,559,767
(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:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,200 550   1,650

TY 2025 InvestmentsCorpBondsSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Name of Bond End of Year Book Value End of Year Fair Market Value
94,000 APPLE INC 3.200% 5/11/ 94,000 93,495
129,000 GOLDMAN SACHS 3.500% 1 128,882 128,560
252,000 BP CAPITAL MKTS 3.588% 252,021 251,245
299,000 BP CAPITAL MKTS 3.279% 299,000 296,449
154,000 MICROSOFT 2.400% 8/8/2 153,904 152,868
167,000 MICROSOFT 3.300% 2/6/2 166,781 166,368
50,000 NORTHROP GRUMMAN 3.250 50,000 49,368
250,000 EXXON MOBIL 3.043% 03/ 253,794 249,674
500,000 BK OF AMERICA 3.500% 4 508,950 499,360
500,000 HOME DEPOT SR GBL NT 6 476,053 484,274

TY 2025 InvestmentsCorpStockSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Name of Stock End of Year Book Value End of Year Fair Market Value
3,940 JOHNSON & JOHNSON 262,978 815,383
2,730 ALPHABET 101,427 856,681
18,505 AT&T INC 303,875 459,664
2,889 HONEYWELL INTL INC 537,143 563,615
12,353 CISCO SYS 446,927 951,552
13,960 VERIZON COMM 633,323 568,591
2,260 APPLE INC 19,395 614,404
902 MICROSOFT 26,989 436,225
7,500 NEXTERA ENERGY 146,352 602,100
6,122 WALMART INC    
13,879 CVS HEALTH CORP 866,924 1,101,437
4,000 TJX COMPANIES    
1,022 VISA INC 68,016 358,426
568 ADOBE SYSTEMS INC 137,643 198,794
30,000 KINDER MORGAN INC 509,367 824,700
3,454 PEPSICO INC 375,261 495,718
23,172 PFIZER INC 826,904 576,983
4,237 TRUIST FINL CORP    
3,522 EOG RESOURCES INC    
3,105 CBOE GLOBAL MKTS INC    
1,140 LOCKHEED MARTIN CORP 443,353 551,384
2,131 MID-AMERICA APT CMNTYS 235,844 296,017
6,039 SCHLUMBERGER LTD    
162 AUTOZONE    
10,000 CITIGROUP INC 455,285 1,166,900
1,776 CME GROUP INC 312,570 484,990
3,750 DUKE ENERGY CORP 360,776 439,538
13,088 EQT CORP COM 602,891 701,517
6,000 GENERAL MLS INC 427,242 279,000
1,635 INTERNATIONAL BUSINESS 214,953 484,303
1,631 JPMORGAN CHASE & CO 175,781 525,541
27,843 NEWMONT CORP 795,584 2,334,624
1,333 CHUBB LIMITED 253,699 416,056
4,000 AKAMI TECH INC 373,418 349,000
1,251 AMAZON COM INC 165,999 288,756
6,659 GILEAD SCIENCES INC 481,858 817,326
20,091 KENVUE INC COM    
7,225 MEDTRONIC PLC 543,446 694,034
3,370 ASHLAND INC    
6,844 BIOGEN INC 972,702 1,204,476
3,761 DELL TECHNOLOGIES    
5,630 KIMBERLY-CLARK CORP 786,228 568,011
3,475 CHENIERE ENERGY 537,299 675,505
4,000 3M COMPANY 319,498 640,400
6,000 PALANTIR TECH INC 186,875 1,066,500
5,231 PHILIP MORRIS INTL INC 558,644 839,052
4,327 SOUTHERN COMPANY 379,686 377,314
8,074 SOLVENTUM CORP 482,910 639,784
1,263 TWILIO INC 71,919 179,649
6,500 UBER TECHNOLOGIES 441,097 559,795
950 ACCENTURE PLC IRELAND 328,890 254,885
3,907 BECTON DICKINSON & CO 728,091 758,231
15,757 FREEPORT-MCMORAN INC 623,164 800,298
5,700 LAM RESEARCH CORP NEW 418,833 975,726
1,151 MCDONALDS CORP 357,379 351,780
604 META PLATFORMS INC 359,524 398,694
1,600 NUCOR CORP 193,180 260,976
9,959 SLB LIMITED 382,786 382,226
722 SOLSTICE ADVANCED MATER 33,606 35,075
1,720 UNION PACIFIC CORP 388,541 397,870
2,599 VALERO ENERGY CORP 327,957 423,091
18,030 WEYERHOUSER CO 472,181 427,131

TY 2025 InvestmentsGovtObligationsSch
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
US Government Securities - End of Year Book Value:

3,988,153
US Government Securities - End of Year Fair Market Value:

3,907,143
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
537,060.132 DFA COMM STRATEGY AT COST 2,493,064 2,497,330
221,660.432 DFA GLOBAL REAL ES      
253,747.091 ISHARES MSCI EAFE AT COST 3,597,942 4,910,006
96,236.687 DFA EMERG MKTS COR AT COST 2,012,490 2,798,563
126,104.989 PRINCIPAL FDS SPEC AT COST 1,215,898 1,180,343
44,923.630 VANGUARD SCTSDLE T AT COST 1,000,000 844,115
3,895.000 SECT SPDR TR SBI      
587.000 INVESCO QQQ TR SER AT COST 219,189 360,600
98,866.681 GQG PARTNERS INTL AT COST 1,722,498 2,221,534
30,304.525 MFS SER TR IV MIDC AT COST 846,990 861,861
363,203.469 VANGUARD ST INVT G AT COST 3,730,134 3,820,900
34,334.414 INVESCO MAIN ST SM AT COST 722,184 774,584
1,125.000 STATE ST SPDR S&P AT COST 73,587 72,911
15,468.000 STATE ST REAL ESTA AT COST 654,072 624,134
9,298.000 STATE ST CONS DISC AT COST 784,991 1,110,274
322,128.885 PIMCO PAC INVT MGM AT COST 2,458,466 2,525,490

TY 2025 OtherDecreasesSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Description Amount
ROUNDING 9
MUTUAL FUND ADJUSTMENT 104


TY 2025 OtherExpensesSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE OF OHIO FILING FEE 200 0   200


TY 2025 OtherIncomeSchedule2
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 18 0  


TY 2025 TaxesSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,741 6,741   0
FEDERAL TAX PAYMENT - PRIOR YE 11,123 0   0
FEDERAL ESTIMATES - INCOME 64,000 0   0
FOREIGN TAXES ON QUALIFIED FOR 15,204 15,204   0
FOREIGN TAXES ON NONQUALIFIED 6,051 6,051   0