Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
WILLIAM B HAYNES TRUST
 
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

34-6509484
B Telephone number (see instructions)

3303847302
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)$4,722,805J 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... 114,178 114,178  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 270,922
b Gross sales price for all assets on line 6a 1,114,556
7 Capital gain net income (from Part IV, line 2)... 270,922
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
52 52  
12 Total. Add lines 1 through 11........ 385,152 385,152  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 49,721 24,860   24,860
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
3,513 971   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.......... 54,684 25,831 0 26,310
25 Contributions, gifts, grants paid....... 204,968 204,968
26 Total expenses and disbursements. Add lines 24 and 25 ................ 259,652 25,831 0 231,278
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 125,500
b Net investment income (if negative, enter -0-) 359,321
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......... 136,026 94,575 94,575
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)....... 3,355,507 Click to see attachment
List of Attached Documents:
// Content
3,522,127 		4,628,230
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) 3,491,533 3,616,702 4,722,805
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,491,533 3,616,702
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,491,533 3,616,702
30 Total liabilities and net assets/fund balances (see instructions). 3,491,533 3,616,702
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,491,533
2
Enter amount from Part I, line 27a .....................
2
125,500
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,617,033
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
331
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,616,702
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 32. ADVANCED MICRO DEVICES INC W/1   2024-08-09 2025-02-14
b 274. ADVANCED MICRO DEVICES INC W/1     2025-02-14
c 18. ALPHABET INC   2024-02-12 2025-02-14
d 14. AMAZON.COM INC   2024-02-12 2025-02-14
e 452. AMPHENOL CORP CL A     2025-02-14
5. ANALOG DEVICES   2024-06-18 2025-02-14
13. APPLE COMPUTER     2025-02-14
7. APPLIED MATERIALS INC   2023-12-21 2025-02-14
10. ARISTA NETWORKS INC   2024-08-09 2025-02-14
19. BOSTON SCIENTIFIC CORP   2023-08-10 2025-02-14
12. BROADCOM INC     2025-02-14
17. COCA-COLA CO   2024-08-09 2025-02-14
121.56 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-02-14
1. COSTCO WHOLESALE CORP   2024-11-22 2025-02-14
392.83 CULLEN FDS TR   2024-07-19 2025-02-14
7. DIGITAL REALTY TRUST (REIT)   2024-08-09 2025-02-14
117.62 DRIEHAUS MUT FDS     2025-02-14
5. FACEBOOK INC CL-A   2024-02-12 2025-02-14
293.58 FIRST EAGLE FDS   2023-04-12 2025-02-14
7. HILTON WORLDWIDE HLDGS INC   2024-02-12 2025-02-14
7. INTUIT INC   2024-08-09 2025-02-14
63. INTUIT INC     2025-02-14
3. INTUITIVE SURGICAL INC   2024-02-12 2025-02-14
50. LAM RESH CORP   2024-08-09 2025-02-14
384. LAM RESH CORP   2023-08-10 2025-02-14
1. LOCKHEED MARTIN (COMMON STOCK)   2024-08-09 2025-02-14
4. MASTERCARD INC   2024-02-12 2025-02-14
7. MICROSOFT CORP   2024-02-12 2025-02-14
10. MICRON TECHNOLOGY INC   2024-05-15 2025-02-14
3. NETFLIX INC   2024-02-12 2025-02-14
25. NVIDIA CORP   2023-07-05 2025-02-14
1. O REILLY AUTOMOTIVE INC NEW   2024-02-12 2025-02-14
16. ORACLE CORP     2025-02-14
7. PALO ALTO NETWORKS INC   2023-12-21 2025-02-14
2. PARKER HANNIFIN CORP   2024-02-12 2025-02-14
8. QUALCOMM INC   2023-12-21 2025-02-14
7. RTX CORP   2024-08-09 2025-02-14
1. S&P GLOBAL INC   2024-11-22 2025-02-14
2. SERVICENOW INC   2024-02-12 2025-02-14
3. SHERWIN WILLIAMS CO   2024-08-09 2025-02-14
11. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-02-14
7. T-MOBILE US INC   2024-02-12 2025-02-14
6. TESLA INC   2023-07-05 2025-02-14
4. TEXAS INSTRUMENTS INC.   2024-08-09 2025-02-14
3. THERMO ELECTRON CORP W/1 RT/SH   2024-08-09 2025-02-14
49. THERMO ELECTRON CORP W/1 RT/SH     2025-02-14
9. VALERO ENERGY   2024-02-12 2025-02-14
3. VERTEX PHARMACEUTICAL INC   2024-02-12 2025-02-14
701.21 VICTORY PORTFOLIOS     2025-02-14
2522.77 VICTORY PORTFOLIOS     2025-02-14
4. VISA INC   2024-02-12 2025-02-14
4. ZOETIS INC   2024-11-22 2025-02-14
5. EATON CORPORATION PLC   2024-02-12 2025-02-14
4.92 CULLEN FDS TR   2024-07-19 2025-04-21
1343.80045 DRIEHAUS MUT FDS   2024-07-19 2025-04-21
47.27955 DRIEHAUS MUT FDS   2024-07-19 2025-04-21
841.00066 FIDELITY COVINGTON TR   2025-02-14 2025-04-21
3.99934 FIDELITY COVINGTON TR   2025-02-14 2025-04-21
.6 FIRST EAGLE FDS   2024-03-19 2025-04-21
238. BOSTON SCIENTIFIC CORP   2023-08-10 2025-05-07
104. HILTON WORLDWIDE HLDGS INC     2025-05-07
48. INTUITIVE SURGICAL INC     2025-05-07
19. O REILLY AUTOMOTIVE INC NEW     2025-05-07
100. T-MOBILE US INC     2025-05-07
51. VERTEX PHARMACEUTICAL INC     2025-05-07
27. ALPHABET INC     2025-07-08
21. AMAZON.COM INC     2025-07-08
7. ANALOG DEVICES   2024-06-18 2025-07-08
17. APOLLO GLOBAL MGMT INC NEW   2025-05-07 2025-07-08
20. APPLE COMPUTER     2025-07-08
10. APPLIED MATERIALS INC   2023-12-21 2025-07-08
15. ARISTA NETWORKS INC   2024-08-09 2025-07-08
9. ATMOS ENERGY CORP   2025-04-21 2025-07-08
2. BERKSHIRE HATHAWAY INC DEL   2025-02-14 2025-07-08
17. BOSTON SCIENTIFIC CORP   2023-08-10 2025-07-08
17. BROADCOM INC   2023-07-05 2025-07-08
25. COCA-COLA CO   2024-06-18 2025-07-08
214.42486 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-07-08
1.48514 COHEN & STEERS REAL ESTATE SECS FD   2024-11-22 2025-07-08
1. COSTCO WHOLESALE CORP   2024-11-22 2025-07-08
3. CROWDSTRIKE HLDGS INC   2025-05-07 2025-07-08
589.09 CULLEN FDS TR     2025-07-08
10. DIGITAL REALTY TRUST (REIT)   2024-08-09 2025-07-08
108.85 DRIEHAUS MUT FDS     2025-07-08
12. EMERSON ELECTRIC CO   2025-05-07 2025-07-08
7. FACEBOOK INC CL-A   2024-02-12 2025-07-08
173.99827 FIDELITY COVINGTON TR     2025-07-08
1.00173 FIDELITY COVINGTON TR   2025-02-14 2025-07-08
437.6 FIRST EAGLE FDS     2025-07-08
2. GOLDMAN SACHS GROUP INC   2025-02-14 2025-07-08
5. HILTON WORLDWIDE HLDGS INC   2021-02-24 2025-07-08
3. INTUITIVE SURGICAL INC   2022-12-27 2025-07-08
6. J P MORGAN CHASE & CO   2025-02-14 2025-07-08
3. LOCKHEED MARTIN (COMMON STOCK)   2024-08-09 2025-07-08
5. MASTERCARD INC     2025-07-08
11. MICROSOFT CORP     2025-07-08
15. MICRON TECHNOLOGY INC   2024-05-15 2025-07-08
4. NETFLIX INC     2025-07-08
39. NVIDIA CORP     2025-07-08
11. O REILLY AUTOMOTIVE INC NEW   2022-08-17 2025-07-08
23. ORACLE CORP   2024-06-18 2025-07-08
10. PALANTIR TECHNOLOGIES INC   2025-05-07 2025-07-08
10. PALO ALTO NETWORKS INC   2023-12-21 2025-07-08
4. PARKER HANNIFIN CORP     2025-07-08
11. QUALCOMM INC   2023-12-21 2025-07-08
10. RTX CORP   2024-08-09 2025-07-08
2. S&P GLOBAL INC   2024-11-22 2025-07-08
3. SERVICENOW INC     2025-07-08
4. SHERWIN WILLIAMS CO   2024-06-18 2025-07-08
11. SNOWFLAKE INC   2025-02-14 2025-07-08
16. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2025-07-08
6. T-MOBILE US INC   2022-03-16 2025-07-08
7. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-05-07 2025-07-08
10. TESLA INC     2025-07-08
6. TEXAS INSTRUMENTS INC.   2024-08-09 2025-07-08
14. VALERO ENERGY     2025-07-08
2. VERTEX PHARMACEUTICAL INC   2023-03-21 2025-07-08
7. VISA INC     2025-07-08
6. ZOETIS INC   2024-11-22 2025-07-08
8. EATON CORPORATION PLC     2025-07-08
2053.54 DRIEHAUS MUT FDS     2025-07-18
36. NETFLIX INC   2022-11-10 2025-07-24
75. O REILLY AUTOMOTIVE INC NEW     2025-07-24
169. O REILLY AUTOMOTIVE INC NEW   2022-08-17 2025-07-24
31. QUALCOMM INC     2025-07-24
186. QUALCOMM INC   2023-12-21 2025-07-24
5930.07 CULLEN FDS TR   2024-07-19 2025-09-11
1. AMAZON.COM INC   2024-08-09 2025-09-19
1. ARISTA NETWORKS INC   2024-08-09 2025-09-19
1.05353 COHEN & STEERS REAL ESTATE SECS FD     2025-09-19
2.67647 COHEN & STEERS REAL ESTATE SECS FD     2025-09-19
43.83 CULLEN FDS TR   2024-07-19 2025-09-19
1. EMERSON ELECTRIC CO   2025-09-11 2025-09-19
3. FIDELITY COVINGTON TR     2025-09-19
1. MICROSOFT CORP   2024-08-09 2025-09-19
1. MICRON TECHNOLOGY INC   2024-05-15 2025-09-19
142. ORACLE CORP   2024-06-18 2025-09-19
1. RTX CORP   2024-08-09 2025-09-19
1. VALERO ENERGY   2024-08-09 2025-09-19
1. EATON CORPORATION PLC   2024-08-09 2025-09-19
202. ALPHABET INC     2025-11-25
1. NETFLIX INC   2024-08-09 2025-11-25
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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 3,626   4,302 -676
b 31,049   23,604 7,445
c 3,336   2,667 669
d 3,204   2,437 767
e 31,262   31,083 179
1,062   1,170 -108
3,179   2,494 685
1,216   1,126 90
1,083   842 241
2,010   978 1,032
2,798   1,448 1,350
1,183   1,166 17
2,155   2,274 -119
1,070   968 102
5,064   5,138 -74
1,129   1,047 82
2,735   2,607 128
3,652   2,376 1,276
7,712   7,307 405
1,869   1,349 520
4,092   4,373 -281
36,825   15,352 21,473
1,770   1,153 617
4,150   3,995 155
31,873   26,714 5,159
427   551 -124
2,263   1,830 433
2,846   2,923 -77
1,004   1,261 -257
3,135   1,684 1,451
3,443   1,067 2,376
1,327   1,025 302
2,780   1,857 923
1,338   1,052 286
1,403   1,040 363
1,375   1,134 241
865   807 58
543   514 29
1,959   1,607 352
1,089   1,032 57
1,385   980 405
1,860   1,130 730
2,119   1,685 434
729   761 -32
1,601   1,795 -194
26,143   25,740 403
1,201   1,288 -87
1,392   1,257 135
33,175   34,687 -1,512
119,352   126,339 -6,987
1,417   1,100 317
632   712 -80
1,548   1,377 171
61   64 -3
24,296   29,779 -5,483
855   1,048 -193
24,249   28,888 -4,639
115   137 -22
16   15 1
24,827   12,246 12,581
24,836   13,454 11,382
25,586   12,642 12,944
26,345   14,406 11,939
25,227   13,124 12,103
22,539   15,491 7,048
4,696   3,638 1,058
4,633   3,275 1,358
1,726   1,638 88
2,477   2,202 275
4,195   3,781 414
1,955   1,609 346
1,545   1,263 282
1,366   1,396 -30
956   966 -10
1,738   875 863
4,666   1,471 3,195
1,758   1,564 194
3,795   4,012 -217
26   28 -2
987   968 19
1,525   1,263 262
8,365   7,709 656
1,705   1,496 209
2,376   2,496 -120
1,673   1,330 343
5,045   3,327 1,718
6,024   5,986 38
35   38 -3
12,848   10,897 1,951
1,398   1,323 75
1,363   622 741
1,590   786 804
1,695   1,673 22
1,389   1,652 -263
2,805   2,035 770
5,457   3,916 1,541
1,874   1,892 -18
5,110   1,394 3,716
6,238   1,754 4,484
1,005   545 460
5,455   3,301 2,154
1,391   1,106 285
2,039   1,504 535
2,831   1,502 1,329
1,759   1,559 200
1,448   1,153 295
1,050   1,029 21
3,058   2,129 929
1,381   1,200 181
2,459   2,046 413
1,987   1,426 561
1,412   761 651
1,602   1,215 387
3,014   2,685 329
1,303   1,142 161
2,071   1,730 341
932   604 328
2,478   1,803 675
944   1,067 -123
2,860   1,512 1,348
46,369   45,130 1,239
42,119   9,424 32,695
7,385   6,074 1,311
16,641   8,375 8,266
4,881   4,903 -22
29,284   26,364 2,920
90,671   77,565 13,106
233   168 65
148   84 64
19   20 -1
47   50 -3
682   573 109
131   135 -4
108   111 -3
512   404 108
162   126 36
42,916   20,382 22,534
157   115 42
162   150 12
372   288 84
65,545   25,702 39,843
105   63 42
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
      13,126
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       -676
b       7,445
c       669
d       767
e       179
      -108
      685
      90
      241
      1,032
      1,350
      17
      -119
      102
      -74
      82
      128
      1,276
      405
      520
      -281
      21,473
      617
      155
      5,159
      -124
      433
      -77
      -257
      1,451
      2,376
      302
      923
      286
      363
      241
      58
      29
      352
      57
      405
      730
      434
      -32
      -194
      403
      -87
      135
      -1,512
      -6,987
      317
      -80
      171
      -3
      -5,483
      -193
      -4,639
      -22
      1
      12,581
      11,382
      12,944
      11,939
      12,103
      7,048
      1,058
      1,358
      88
      275
      414
      346
      282
      -30
      -10
      863
      3,195
      194
      -217
      -2
      19
      262
      656
      209
      -120
      343
      1,718
      38
      -3
      1,951
      75
      741
      804
      22
      -263
      770
      1,541
      -18
      3,716
      4,484
      460
      2,154
      285
      535
      1,329
      200
      295
      21
      929
      181
      413
      561
      651
      387
      329
      161
      341
      328
      675
      -123
      1,348
      1,239
      32,695
      1,311
      8,266
      -22
      2,920
      13,106
      65
      64
      -1
      -3
      109
      -4
      -3
      108
      36
      22,534
      42
      12
      84
      39,843
      42
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 270,922
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 4,995
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 4,995
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 4,995
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,435
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 2,435
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,560
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 384-7302

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 		49,721    
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
4,360,624
b
Average of monthly cash balances.......................
1b
48,624
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,409,248
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
4,409,248
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
66,139
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,343,109
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
217,155
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
217,155
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,995
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,995
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
212,160
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
212,160
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
212,160
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
231,278
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
231,278
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 7 212,160
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...... 3,883
d From 2023...... 6,674
e From 2024...... 0
f Total of lines 3a through e ........ 10,557
4Qualifying distributions for 2025 from Part
XI, line 4: $ 231,278
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..... 212,160
e Remaining amount distributed out of corpus 19,118
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 29,675
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 ...... 		29,675
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 3,883
c Excess from 2023 .... 6,674
d Excess from 2024 .... 0
e Excess from 2025 .... 19,118
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CHILDREN'S HOSPITAL MEDICAL
CENTER
1 PERKINS SQUARE
AKRON,OH44308 		NONE   GENERAL OPERATING 29,281

GIRL SCOUTS OF NORTHEAST OHIO

1 GIRL SCOUT WAY
MACEDONIA,OH440562150 		NONE   GENERAL OPERATING 29,281

GREAT TRAIL COUNCIL OF BSA

4500 HUDSON DR
STOW,OH44224 		NONE   GENERAL OPERATING 29,281

AKRON BLIND CENTER & WORKSHOP

PO BOX 1864
AKRON,OH44309 		NONE   GENERAL OPERATING 29,281

AKRON GENERAL DEVELOPMENT
FOUNDATION
9500 EUCLID AVE DV3
CLEVELAND,OH44195 		NONE   GENERAL OPERATING 29,281

SUMMA FOUNDATION

525 E MARKET ST
AKRON,OH44308 		NONE   GENERAL OPERATING 58,563
Total ................................. 3a 204,968
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 ....     14 114,178  
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 ............ 		    18 270,922  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 52  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   385,152  
13Total. Add line 12, columns (b), (d), and (e)..................
13
385,152
(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:
WILLIAM B HAYNES TRUST
EIN:
34-6509484
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:
WILLIAM B HAYNES TRUST
EIN:
34-6509484
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:
WILLIAM B HAYNES TRUST
EIN:
34-6509484
Name of Stock End of Year Book Value End of Year Fair Market Value
461202103 INTUIT    
11135F101 BROADCOM INC 26,196 115,597
40168W483 GUGGENHEIM FDS TR 176,211 181,030
594918104 MICROSOFT CORP 29,372 101,077
67103H107 O'REILLY AUTOMOTIVE    
92646A831 VICTORY PORTFOLIOS    
81762P102 SERVICENOW INC 37,197 47,489
88160R101 TESLA INC 34,010 86,796
31428Q739 FEDERATED TOTAL RETU 420,371 404,170
68389X105 ORACLE CORP 31,299 60,227
64110L106 NETFLIX INC 14,010 34,597
43300A203 HILTON WORLDWIDE HLD 13,587 27,289
91913Y100 VALERO ENERGY CORP N 20,489 42,325
67066G104 NVIDIA CORP 8,167 139,689
46120E602 INTUITIVE SURGICAL I 12,809 22,654
92826C839 VISA INC 17,012 41,734
592905749 METROPOLITAN WEST FD 35,836 36,468
543487136 LOOMIS SAYLES FDS II 398,470 400,045
023135106 AMAZON COM INC 48,155 90,943
037833100 APPLE INC 31,091 106,025
543916688 LORD ABBETT INVT TR 183,870 179,919
883556102 THERMO FISHER SCIENT    
922031737 VANGUARD FIXED INCOM 74,104 72,068
02079K305 ALPHABET INC 53,237 167,768
872590104 T-MOBILE US INC 15,421 21,116
57636Q104 MASTERCARD INC 37,411 59,942
701094104 PARKER-HANNIFIN CORP 25,985 67,680
72201F623 PIMCO FDS 128,172 111,102
007903107 ADVANCED MICRO DEVIC 29,958 32,124
038222105 APPLIED MATLS INC 31,259 49,085
101137107 BOSTON SCIENTIFIC CO 18,288 31,084
30303M102 FACEBOOK INC CL-A 47,627 84,492
32008F200 FIRST EAGLE FDS 235,231 290,560
697435105 PALO ALTO NETWORKS I 30,499 37,024
747525103 QUALCOMM INC    
872540109 TJX COS INC NEW 28,836 47,926
92532F100 VERTEX PHARMACEUTICA 42,101 46,696
G29183103 EATON CORPORATION PL 27,328 47,139
032095101 AMPHENOL CORP NEW    
032654105 ANALOG DEVICES INC 32,605 38,510
040413205 ARISTA NETWORKS INC 23,986 37,213
04314H568 ARTISAN PARTNERS FDS 71,207 71,798
191216100 COCA COLA CO 29,936 33,067
191912401 COHEN & STEERS REAL 76,668 71,144
22160K105 COSTCO WHOLESALE COR 27,031 24,146
230001752 CULLEN FDS TR 68,158 85,489
253868103 DIGITAL RLTY TR INC 29,098 30,168
262028731 DRIEHAUS SMALL CAP G    
512807306 LAM RESEARCH CORP    
539830109 LOCKHEED MARTIN CORP 23,599 20,798
595112103 MICRON TECHNOLOGY IN 35,042 81,913
75513E101 RTX CORP 22,231 35,213
78409V104 S&P GLOBAL INC 20,059 20,381
824348106 SHERWIN WILLIAMS CO 26,753 28,515
882508104 TEXAS INSTRS INC 22,269 20,298
98978V103 ZOETIS INC 19,923 14,092
03769M106 APOLLO GLOBAL MGMT I 43,661 48,784
049560105 ATMOS ENERGY CORP 25,944 29,168
084670702 BERKSHIRE HATHAWAY I 24,158 25,133
09857L108 ING HLDGS INC 15,209 16,066
22788C105 CROWDSTRIKE HLDGS IN 48,493 49,689
291011104 EMERSON ELEC CO 25,622 30,658
31609A503 FIDELITY COVINGTON T 114,152 120,891
38141G104 GOLDMAN SACHS GROUP 29,760 39,555
46625H100 JPMORGAN CHASE & CO 29,560 34,155
56170L208 HOOD RIVER SMALL CAP 108,316 119,987
69608A108 PALANTIR TECHNOLOGIE 45,103 61,857
833445109 SNOWFLAKE INC 38,535 46,504
874039100 TAIWAN SEMICONDUCTOR 36,432 58,043
90384S303 ULTA BEAUTY INC 23,486 27,830
931142103 WAL MART STORES INC 21,522 23,285

TY 2025 OtherDecreasesSchedule
Name:
WILLIAM B HAYNES TRUST
EIN:
34-6509484
Description Amount
MUTUAL FUND TIMING ADJ 104
ROC ON CY SALES 226
ROUNDING 1


TY 2025 OtherExpensesSchedule
Name:
WILLIAM B HAYNES TRUST
EIN:
34-6509484
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 OtherIncomeSchedule2
Name:
WILLIAM B HAYNES TRUST
EIN:
34-6509484
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 52 52  


TY 2025 TaxesSchedule
Name:
WILLIAM B HAYNES TRUST
EIN:
34-6509484
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 507 507   0
FEDERAL TAX PAYMENT - PRIOR YE 107 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,435 0   0
FOREIGN TAXES ON NONQUALIFIED 464 464   0