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
ABE AND IDA GOLDMAN MEMORIAL TUA
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1558 DEPT EA5W86
  Room/suite
City or town
COLUMBUS
State or province
OH
Country  
ZIP or foreign postal code
43216
A Employer identification number

34-6973293
B Telephone number (see instructions)

3307427031
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)$959,566J 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... 22,553 22,553  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,060
b Gross sales price for all assets on line 6a 284,831
7 Capital gain net income (from Part IV, line 2)... 42,060
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........ 64,613 64,613  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,014 6,507   6,507
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
642 194   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.......... 15,106 6,701 0 7,957
25 Contributions, gifts, grants paid....... 44,390 44,390
26 Total expenses and disbursements. Add lines 24 and 25 ................ 59,496 6,701 0 52,347
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,117
b Net investment income (if negative, enter -0-) 57,912
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......... 11,880 18,094 18,094
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)....... 738,573 Click to see attachment
List of Attached Documents:
// Content
737,366 		941,472
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 750,453 755,460 959,566
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........ 750,453 755,460
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)..... 750,453 755,460
30 Total liabilities and net assets/fund balances (see instructions). 750,453 755,460
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
750,453
2
Enter amount from Part I, line 27a .....................
2
5,117
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
755,570
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
110
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
755,460
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 3. ADVANCED MICRO DEVICES INC W/1   2024-08-09 2025-02-14
b 48. ADVANCED MICRO DEVICES INC W/1     2025-02-14
c 29. ALPHABET INC   2016-04-07 2025-02-14
d 4. AMERICAN ELECTRIC POWER CO INC     2025-02-14
e 1. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2025-02-14
1. ANALOG DEVICES   2021-05-03 2025-02-14
4. APPLE COMPUTER   2015-05-21 2025-02-14
2. ATMOS ENERGY CORP   2023-05-31 2025-02-14
1. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-02-14
6. BOSTON SCIENTIFIC CORP   2023-05-02 2025-02-14
3. BROADCOM INC   2023-12-21 2025-02-14
1. COSTCO WHOLESALE CORP   2018-05-22 2025-02-14
1. CROWDSTRIKE HLDGS INC   2024-06-18 2025-02-14
2. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-02-14
2. EOG RESOURCES INC   2022-05-19 2025-02-14
3. ELECTRONIC ARTS INC   2024-08-09 2025-02-14
3. EMERSON ELECTRIC CO   2022-11-10 2025-02-14
4. EXXON MOBIL CORP COM   2022-11-10 2025-02-14
1. FACEBOOK INC CL-A   2023-05-02 2025-02-14
2. FISERV INC   2021-12-20 2025-02-14
2. GENERAL ELEC CO   2023-05-02 2025-02-14
24. INTEL CORP.   2024-11-22 2025-02-14
1. INTUITIVE SURGICAL INC   2023-05-02 2025-02-14
28. ISHARES S & P MIDCAP 400   2024-06-18 2025-02-14
7. ISHARES S & P SMALLCAP 600   2019-05-06 2025-02-14
1. J P MORGAN CHASE & CO   2018-05-22 2025-02-14
1. ELI LILLY & CO   2022-09-28 2025-02-14
8. LOCKHEED MARTIN (COMMON STOCK)   2022-05-19 2025-02-14
3. M & T BANK CORP   2021-05-03 2025-02-14
14. MICROSOFT CORP   2018-05-22 2025-02-14
1. NETFLIX INC   2023-02-07 2025-02-14
44. NVIDIA CORP   2021-05-03 2025-02-14
1. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-02-14
2. ORACLE CORP   2024-06-18 2025-02-14
3. PALO ALTO NETWORKS INC   2023-12-21 2025-02-14
2. PROCTER & GAMBLE CO   2020-04-21 2025-02-14
1. QUALCOMM INC   2024-08-09 2025-02-14
3. RTX CORP   2024-04-25 2025-02-14
1. ROCKWELL INTL CORP NEW   2023-02-07 2025-02-14
20. SPDR INDEX SHS FDS   2024-06-18 2025-02-14
1. SALESFORCE INC   2024-11-22 2025-02-14
1. SHERWIN WILLIAMS CO   2024-06-18 2025-02-14
1. STRYKER CORP   2024-03-01 2025-02-14
2. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-02-14
1. T-MOBILE US INC   2023-02-07 2025-02-14
6. US BANCORP DEL NEW   2023-12-21 2025-02-14
3. VALERO ENERGY   2015-05-21 2025-02-14
51. VANGUARD TAX-MANAGED INTL FD   2024-06-18 2025-02-14
38. VANGUARD INTL EQUITY INDEX FDS   2024-06-18 2025-02-14
143. VERIZON COMMUNICATIONS   2024-08-09 2025-02-14
1. VISA INC   2015-10-28 2025-02-14
4. WAL-MART STORES, INC.   2022-11-10 2025-02-14
2. ZOETIS INC   2024-08-09 2025-02-14
27. ZOETIS INC     2025-02-14
1. ACCENTURE PLC   2016-04-07 2025-02-14
2. CHUBB LTD   2021-05-03 2025-02-14
11. AMAZON.COM INC   2018-05-22 2025-04-21
1. ARISTA NETWORKS INC   2025-02-14 2025-04-21
57. ISHARES S & P MIDCAP 400   2024-06-18 2025-04-21
32. ISHARES S & P SMALLCAP 600     2025-04-21
6. M & T BANK CORP   2024-04-25 2025-04-21
18. M & T BANK CORP     2025-04-21
30. VANGUARD TAX-MANAGED INTL FD   2024-06-18 2025-04-21
8. VANGUARD INTL EQUITY INDEX FDS   2024-06-18 2025-04-21
1. ACCENTURE PLC   2024-08-09 2025-04-21
20. ACCENTURE PLC     2025-04-21
1. ABBVIE INC   2025-02-14 2025-07-02
3. ALPHABET INC   2016-04-07 2025-07-02
4. AMAZON.COM INC   2018-05-22 2025-07-02
4. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2025-07-02
1. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2025-07-02
1. ANALOG DEVICES   2021-05-03 2025-07-02
4. APPLE COMPUTER   2015-05-21 2025-07-02
2. ARISTA NETWORKS INC   2025-02-14 2025-07-02
2. ATMOS ENERGY CORP   2023-05-31 2025-07-02
1. BERKSHIRE HATHAWAY INC DEL   2023-09-28 2025-07-02
6. BOSTON SCIENTIFIC CORP   2023-05-02 2025-07-02
4. BROADCOM INC   2023-12-21 2025-07-02
1. CROWDSTRIKE HLDGS INC   2024-06-18 2025-07-02
1. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-07-02
2. EOG RESOURCES INC   2022-05-19 2025-07-02
5. EQT CORP   2025-02-14 2025-07-02
3. ELECTRONIC ARTS INC   2024-08-09 2025-07-02
3. EMERSON ELECTRIC CO   2022-11-10 2025-07-02
2.85714 EXXON MOBIL CORP COM   2022-11-10 2025-07-02
1.14286 EXXON MOBIL CORP COM   2022-11-10 2025-07-02
2. FACEBOOK INC CL-A   2023-05-02 2025-07-02
20. FIDELITY MERRIMACK STR TR   2024-08-09 2025-07-02
2. FISERV INC   2021-12-20 2025-07-02
3. GENERAL ELEC CO   2023-05-02 2025-07-02
1. GOLDMAN SACHS GROUP INC   2025-02-14 2025-07-02
9.99814 INTEL CORP.   2024-11-22 2025-07-02
1.00186 INTEL CORP.   2024-11-22 2025-07-02
6. INVESCO ACTIVELY MANAGED EXCHANGE-TRADED   2024-08-09 2025-07-02
1. INTUITIVE SURGICAL INC   2023-05-02 2025-07-02
6. ISHARES TR   2024-08-09 2025-07-02
31. ISHARES GOLDMAN SACHS CORPORATE BOND FD   2024-08-09 2025-07-02
26. ISHARES S & P MIDCAP 400   2024-06-18 2025-07-02
6. ISHARES S & P SMALLCAP 600   2021-05-03 2025-07-02
7. ISHARES TR   2024-08-09 2025-07-02
28. ISHARES TR   2024-08-09 2025-07-02
13. ISHARES TR   2024-08-09 2025-07-02
2. J P MORGAN CHASE & CO   2018-05-22 2025-07-02
2. M & T BANK CORP   2024-04-25 2025-07-02
2. MICROSOFT CORP   2018-05-22 2025-07-02
7. NVIDIA CORP   2021-05-03 2025-07-02
12. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-07-02
2. ORACLE CORP   2024-06-18 2025-07-02
3. PALO ALTO NETWORKS INC   2023-12-21 2025-07-02
3. PROCTER & GAMBLE CO     2025-07-02
1. QUALCOMM INC   2024-08-09 2025-07-02
4. RTX CORP   2024-04-25 2025-07-02
1. ROCKWELL INTL CORP NEW   2023-02-07 2025-07-02
20. SPDR INDEX SHS FDS   2024-06-18 2025-07-02
90. SPDR SER TR   2024-08-09 2025-07-02
1. SALESFORCE INC   2024-11-22 2025-07-02
1. SNOWFLAKE INC   2025-02-14 2025-07-02
1. STRYKER CORP   2024-03-01 2025-07-02
3. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-07-02
1. T-MOBILE US INC   2023-02-07 2025-07-02
6. US BANCORP DEL NEW   2023-12-21 2025-07-02
2. VALERO ENERGY   2015-05-21 2025-07-02
50. VANGUARD TAX-MANAGED INTL FD   2024-06-18 2025-07-02
38. VANGUARD INTL EQUITY INDEX FDS   2024-06-18 2025-07-02
1. VISA INC   2015-10-28 2025-07-02
4. WAL-MART STORES, INC.   2022-11-10 2025-07-02
1. LINDE PLC   2023-11-17 2025-07-02
2. CHUBB LTD   2021-05-03 2025-07-02
3. CROWDSTRIKE HLDGS INC     2025-07-18
7. CROWDSTRIKE HLDGS INC   2024-06-18 2025-07-18
3. EOG RESOURCES INC     2025-07-18
28. EOG RESOURCES INC     2025-07-18
16. PROCTER & GAMBLE CO     2025-07-18
28. PROCTER & GAMBLE CO     2025-07-18
2. T-MOBILE US INC   2024-08-09 2025-07-18
26. T-MOBILE US INC     2025-07-18
7. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2025-07-18
4. VALERO ENERGY     2025-07-18
43. VALERO ENERGY     2025-07-18
751. ISHARES GOLDMAN SACHS CORPORATE BOND FD     2025-08-08
6. ISHARES TR   2024-08-09 2025-08-08
101. EQT CORP     2025-09-11
2. ELECTRONIC ARTS INC     2025-09-11
56. ELECTRONIC ARTS INC   2024-08-09 2025-09-11
21. SALESFORCE INC     2025-09-11
13. SHERWIN WILLIAMS CO     2025-09-11
344. VANGUARD INTL EQUITY INDEX FDS     2025-09-11
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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 340   403 -63
b 5,439   5,610 -171
c 5,375   1,102 4,273
d 409   401 8
e 192   200 -8
212   152 60
978   131 847
297   232 65
483   358 125
635   319 316
700   337 363
1,070   200 870
447   391 56
323   379 -56
263   246 17
392   440 -48
374   277 97
438   440 -2
730   241 489
462   200 262
415   161 254
561   587 -26
590   302 288
1,797   1,635 162
825   570 255
279   114 165
869   336 533
3,416   3,402 14
597   475 122
5,692   1,371 4,321
1,045   357 688
6,059   654 5,405
1,327   1,054 273
348   287 61
573   451 122
326   240 86
172   164 8
371   304 67
298   288 10
889   834 55
325   338 -13
363   300 63
388   351 37
252   178 74
266   142 124
287   259 28
400   182 218
2,635   2,546 89
1,738   1,688 50
5,876   5,793 83
354   79 275
418   190 228
316   376 -60
4,269   4,772 -503
389   112 277
533   346 187
1,824   872 952
67   108 -41
3,028   3,329 -301
2,994   3,530 -536
935   879 56
2,805   2,861 -56
1,506   1,498 8
344   355 -11
278   314 -36
5,552   2,860 2,692
191   195 -4
534   114 420
885   317 568
411   393 18
223   200 23
244   152 92
845   131 714
198   215 -17
300   232 68
480   358 122
617   319 298
1,079   450 629
492   391 101
170   190 -20
244   246 -2
279   267 12
471   440 31
411   277 134
314   314  
126   126  
1,436   482 954
911   924 -13
343   200 143
740   241 499
716   661 55
220   244 -24
22   24 -2
300   301 -1
541   302 239
656   650 6
3,377   3,403 -26
1,635   1,519 116
669   674 -5
561   546 15
3,312   3,313 -1
291   292 -1
585   228 357
397   293 104
984   196 788
1,097   104 993
1,072   843 229
450   287 163
589   451 138
481   404 77
161   164 -3
577   405 172
341   288 53
880   834 46
2,699   2,698 1
267   338 -71
217   186 31
389   351 38
374   267 107
239   142 97
283   259 24
281   121 160
2,843   2,496 347
1,882   1,688 194
351   79 272
389   190 199
475   409 66
557   346 211
1,407   955 452
3,284   2,737 547
355   360 -5
3,309   3,439 -130
2,484   2,730 -246
4,347   4,453 -106
455   388 67
5,918   3,714 2,204
2,951   4,009 -1,058
589   558 31
6,336   3,199 3,137
82,240   82,379 -139
712   710 2
5,139   5,391 -252
339   294 45
9,491   8,214 1,277
5,165   6,998 -1,833
4,691   3,944 747
18,362   15,250 3,112
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
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       -63
b       -171
c       4,273
d       8
e       -8
      60
      847
      65
      125
      316
      363
      870
      56
      -56
      17
      -48
      97
      -2
      489
      262
      254
      -26
      288
      162
      255
      165
      533
      14
      122
      4,321
      688
      5,405
      273
      61
      122
      86
      8
      67
      10
      55
      -13
      63
      37
      74
      124
      28
      218
      89
      50
      83
      275
      228
      -60
      -503
      277
      187
      952
      -41
      -301
      -536
      56
      -56
      8
      -11
      -36
      2,692
      -4
      420
      568
      18
      23
      92
      714
      -17
      68
      122
      298
      629
      101
      -20
      -2
      12
      31
      134
       
       
      954
      -13
      143
      499
      55
      -24
      -2
      -1
      239
      6
      -26
      116
      -5
      15
      -1
      -1
      357
      104
      788
      993
      229
      163
      138
      77
      -3
      172
      53
      46
      1
      -71
      31
      38
      107
      97
      24
      160
      347
      194
      272
      199
      66
      211
      452
      547
      -5
      -130
      -246
      -106
      67
      2,204
      -1,058
      31
      3,137
      -139
      2
      -252
      45
      1,277
      -1,833
      747
      3,112
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 42,060
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) 1 805
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........................... 3 805
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- ..... 5 805
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 457
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.............. 7 457
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....... 9 348
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 addressNONE
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 742-7031

Located atPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+443216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1 		13,014    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
910,451
b
Average of monthly cash balances.......................
1b
17,735
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
928,186
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
928,186
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,923
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
914,263
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
45,713
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
45,713
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
805
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
805
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
44,908
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
44,908
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
44,908
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
52,347
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
52,347
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 44,908
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 28,683
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: $ 52,347
a Applied to 2024, but not more than line 2a 28,683
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..... 23,664
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 .......... 		21,244
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).)
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

AMERICAN LUNG ASSOCIATION

13100 W LISBON RD STE 700
BROOKFIELD,WI53005 		NONE   GENERAL OPERATING 8,434

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE   GENERAL OPERATING 6,215

BOY SCOUTS OF AMERICA

PO BOX 152079
IRVING,TX75015 		NONE   GENERAL OPERATING 3,107

SILVER LINING FUND INC

PO BOX 401
CANFIELD,OH44406 		NONE   GENERAL OPERATING 12,873

AKIVA ACADEMY

505 GYPSY LN
YOUNGSTOWN,OH44505 		NONE   GENERAL OPERATING 10,654

GREATER WESTERN RESERVE BOY SCOUTS

4930 ENTERPRISE DR NW
WARREN,OH444818706 		NONE   GENERAL OPERATING 3,107
Total ................................. 3a 44,390
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 22,553  
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 42,060  
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) ..   64,613  
13Total. Add line 12, columns (b), (d), and (e)..................
13
64,613
(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:
ABE AND IDA GOLDMAN MEMORIAL TUA
EIN:
34-6973293
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
ABE AND IDA GOLDMAN MEMORIAL TUA
EIN:
34-6973293
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsCorpStockSchedule
Name:
ABE AND IDA GOLDMAN MEMORIAL TUA
EIN:
34-6973293
Name of Stock End of Year Book Value End of Year Fair Market Value
594918104 MICROSOFT CORP 11,260 23,214
773903109 ROCKWELL AUTOMATION 4,813 6,614
464287804 ISHARES TR 23,908 25,118
023135106 AMAZON COM INC 12,184 17,542
46120E602 INTUITIVE SURGICAL I 5,975 10,194
67066G104 NVIDIA CORP 3,418 23,686
G1151C101 ACCENTURE PLC-CL A    
037833100 APPLE INC 4,974 16,040
02079K305 ALPHABET INC 14,989 29,109
742718109 PROCTER & GAMBLE CO    
91913Y100 VALERO ENERGY CORP N    
92826C839 VISA INC 2,630 6,663
46625H100 JPMORGAN CHASE & CO 11,509 16,433
22160K105 COSTCO WHOLESALE COR 5,383 8,623
007903107 ADVANCED MICRO DEVIC 8,277 11,136
55261F104 M&T BK CORP 5,827 6,649
532457108 LILLY ELI & CO 3,823 9,672
H1467J104 CHUBB LTD 6,429 9,364
032654105 ANALOG DEVICES INC 4,503 7,594
337738108 FISERV INC 5,332 2,351
30231G102 EXXON MOBIL CORP 6,902 7,220
539830109 LOCKHEED MARTIN CORP    
291011104 EMERSON ELEC CO 4,699 7,034
025537101 AMERICAN ELEC PWR CO 7,876 9,455
931142103 WAL MART STORES INC 3,725 8,244
26875P101 EOG RES INC    
81762P102 SERVICENOW INC 3,833 6,128
03027X100 AMERICAN TOWER CORP 4,431 3,863
049560105 ATMOS ENERGY CORP 3,813 5,364
084670702 BERKSHIRE HATHAWAY I 6,347 8,545
101137107 BOSTON SCIENTIFIC CO 6,546 11,347
11135F101 BROADCOM INC 8,008 22,150
30303M102 FACEBOOK INC CL-A 7,586 16,502
369604301 GENERAL ELEC CO 4,480 14,785
64110L106 NETFLIX INC 4,395 10,314
697435105 PALO ALTO NETWORKS I 7,412 8,842
79466L302 SALESFORCE.COM INC    
872540109 TJX COS INC NEW 5,479 8,295
872590104 T-MOBILE US INC    
902973304 US BANCORP DEL 5,337 5,976
98978V103 ZOETIS INC    
G54950103 LINDE PLC 4,499 4,690
22788C105 CROWDSTRIKE HLDGS IN 2,498 3,281
253868103 DIGITAL RLTY TR INC 4,319 3,558
285512109 ELECTRONIC ARTS INC    
316188309 FIDELITY MERRIMACK S 22,455 22,421
458140100 INTEL CORP 4,514 6,974
46090A887 INVESCO ACTIVELY MAN 7,434 7,437
464287176 ISHARES TR 14,652 14,838
464287242 ISHARES TR    
464287507 ISHARES TR 27,102 30,558
464288513 ISHARES TR 14,542 14,997
464288661 ISHARES TR 81,466 82,232
46434V787 ISHARES TR 7,409 7,516
67103H107 O REILLY AUTOMOTIVE 6,903 8,483
68389X105 ORACLE CORP 5,695 7,796
747525103 QUALCOMM INC 3,771 3,934
75513E101 RTX CORP 6,708 11,921
78463X749 SPDR INDEX SHS FDS 15,083 16,207
78464A474 SPDR SER TR 66,710 67,195
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 7,700 7,732
883556102 THERMO FISHER SCIENT    
921943858 VANGUARD TAX-MANAGED 51,142 62,720
922042858 VANGUARD INTL EQUITY 15,715 19,139
92343V104 VERIZON COMMUNICATIO    
00287Y109 ABBVIE INC 4,679 5,484
040413205 ARISTA NETWORKS INC 4,201 5,110
09857L108 ING HLDGS INC 5,070 5,355
219350105 CORNING INC 5,503 6,304
38141G104 GOLDMAN SACHS GROUP 8,792 12,306
69608A108 PALANTIR TECHNOLOGIE 6,296 7,288
806857108 SLB LTD 5,194 5,488
833445109 SNOWFLAKE INC 5,481 6,581
874039100 TAIWAN SEMICONDUCTOR 6,987 8,813
90384S303 ULTA BEAUTY INC 6,902 8,470
92206C870 VANGUARD SCOTTSDALE 81,841 82,578

TY 2025 OtherDecreasesSchedule
Name:
ABE AND IDA GOLDMAN MEMORIAL TUA
EIN:
34-6973293
Description Amount
MUTUAL FUND TIMING ADJ 107
ROC ON CY SALES 2
ROUNDING 1


TY 2025 OtherExpensesSchedule
Name:
ABE AND IDA GOLDMAN MEMORIAL TUA
EIN:
34-6973293
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 TaxesSchedule
Name:
ABE AND IDA GOLDMAN MEMORIAL TUA
EIN:
34-6973293
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 108 108   0
FEDERAL ESTIMATES - PRINCIPAL 448 0   0
FOREIGN TAXES ON NONQUALIFIED 86 86   0