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
MATTHEW 2818-20 CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1602
  Room/suite
City or town
SOUTH BEND
State or province
IN
Country  
ZIP or foreign postal code
46634
A Employer identification number

35-1847299
B Telephone number (see instructions)

5742352952
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)$6,867,567J 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... 135,687 135,687 135,687
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 554,004
b Gross sales price for all assets on line 6a 1,129,746
7 Capital gain net income (from Part IV, line 2)... 554,004
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........ 689,691 689,691 135,687
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,625 21,625    
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
1,750 1,750 0 0
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
6,606     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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,981 23,375 0 0
25 Contributions, gifts, grants paid....... 296,931 296,931
26 Total expenses and disbursements. Add lines 24 and 25 ................ 326,912 23,375 0 296,931
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 362,779
b Net investment income (if negative, enter -0-) 666,316
c Adjusted net income (if negative, enter -0-)... 135,687
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.............   1,987 1,987
2 Savings and temporary cash investments.........      
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) 108,594 Click to see attachment
List of Attached Documents:
// Content
32,692 		32,692
b Investments—corporate stock (attach schedule)....... 2,619,075 Click to see attachment
List of Attached Documents:
// Content
2,858,915 		5,066,608
c Investments—corporate bonds (attach schedule)....... 1,623,381 Click to see attachment
List of Attached Documents:
// Content
1,824,948 		1,766,280
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) 4,351,050 4,718,542 6,867,567
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........ 4,351,050 4,718,542
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)..... 4,351,050 4,718,542
30 Total liabilities and net assets/fund balances (see instructions). 4,351,050 4,718,542
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
4,351,050
2
Enter amount from Part I, line 27a .....................
2
362,779
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,713
4
Add lines 1, 2, and 3 ..........................
4
4,718,542
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,718,542
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 190.71 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-01-21
b 1400.7 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-01-21
c 50. ABBVIE INC.   2020-05-21 2025-01-22
d 51.934 AB LARGE CAP GROWTH-ADV   2023-03-15 2025-01-22
e 150. ALPHABET INC-CL A   2019-12-06 2025-01-22
50. BLACKSTONE INC   2020-04-29 2025-01-22
100. COCA COLA CO   1988-03-25 2025-01-22
11. COSTCO WHOLESALE CORP   2020-07-10 2025-01-22
25. HONEYWELL INTERNATIONAL INC   2019-11-26 2025-01-22
24. LOWES COMPANIES INC   2014-05-20 2025-01-22
23. MCDONALDS CORP   1996-12-30 2025-01-22
200. METLIFE INC   2021-10-13 2025-01-22
25. MICROSOFT CORP   2020-05-22 2025-01-22
57. PEPSICO INC   2014-05-20 2025-01-22
946.073 BOSTON PART ALL CAP VAL-INST   2012-07-11 2025-01-22
19.574 VANGUARD 500 INDEX-ADM   2024-05-20 2025-01-22
62.4 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-01-27
191.02 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-01-27
106.79 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-01-27
54.91 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-01-27
74.47 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-01-27
179.63 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-01-27
254.61 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-01-27
61.51 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-01-27
76.94 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-01-27
154.52 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-02-20
913.4 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-02-20
22.55 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-02-25
205.68 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-02-25
110.17 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-02-25
36.76 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-02-25
43.04 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-02-25
232.19 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-02-25
180.23 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-02-25
55.9 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-02-25
214.58 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-02-25
218.62 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-03-20
11.02 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-03-20
60.08 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-03-25
220.25 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-03-25
107.82 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-03-25
69.02 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-03-25
50.45 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-03-25
297.53 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-03-25
153.36 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-03-25
21.68 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-03-25
127.21 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-03-25
274.36 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-04-21
96.63 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-04-21
34.35 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-04-25
234.7 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-04-25
109.46 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-04-25
51.58 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-04-25
91.96 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-04-25
219.57 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-04-25
164.95 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-04-25
22.5 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-04-25
116.46 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-04-25
25. INTUITIVE SURGICAL INC   2020-04-29 2025-05-07
245.881 AMER FNDS NEW WORLD-F3   2023-12-14 2025-05-07
526.489 BOSTON PART ALL CAP VAL-INST   2012-07-11 2025-05-07
250.1 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-05-20
1010.6 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-05-20
55.79 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-05-27
249.03 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-05-27
107.54 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-05-27
51.76 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-05-27
71.48 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-05-27
242.66 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-05-27
232.33 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-05-27
47.56 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-05-27
210.64 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-05-27
89.087 AB LARGE CAP GROWTH-ADV   2024-12-10 2025-06-18
100. ALPHABET INC-CL A   2019-12-06 2025-06-18
1313. KEY CORP   2020-07-10 2025-06-18
58.126 AMER FNDS NEW WORLD-F3   2020-08-03 2025-06-18
314.762 BOSTON PART ALL CAP VAL-INST   2012-07-11 2025-06-18
220.46 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-06-20
827.59 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-06-20
70000. VERIZON COMMUNICATIONS 4.125% 16 MAR 2027   2021-06-30 2025-06-20
58.18 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-06-25
263.22 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-06-25
109.11 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-06-25
39.4 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-06-25
64.39 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-06-25
277.86 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-06-25
280.07 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-06-25
22.15 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-06-25
182.51 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-06-25
190.91 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-07-21
7.88 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-07-21
101.65 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-07-25
277.27 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-07-25
108.05 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-07-25
70.86 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-07-25
76.35 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-07-25
235.63 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-07-25
217.43 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-07-25
51.87 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-07-25
97.99 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-07-25
227.12 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-08-20
212.46 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-08-20
60.85 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-08-25
291.16 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-08-25
109.02 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-08-25
53.78 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-08-25
100.15 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-08-25
344.15 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-08-25
343.5 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-08-25
76.55 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-08-25
140.66 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-08-25
50. ABBVIE INC.   2020-05-21 2025-09-03
1333.666 AB LARGE CAP GROWTH-ADV   2023-03-15 2025-09-03
100. ALPHABET INC-CL A   2019-11-26 2025-09-03
25. LOWES COMPANIES INC   2014-05-20 2025-09-03
25. MCDONALDS CORP   1996-12-30 2025-09-03
1000. SS SPDR S&P DIVIDEND ETF   2019-12-06 2025-09-03
7692.308 LORD ABBETT SHRT DUR INC-I   2024-04-16 2025-09-12
210.25 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-09-22
7.81 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-09-22
53.86 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-09-25
304.88 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-09-25
145.64 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-09-25
44.98 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-09-25
76.6 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-09-25
266.24 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-09-25
277.21 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-09-25
57.84 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-09-25
97.67 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-09-25
40000. COMCAST CORP 3.55% 01 MAY 2028   2020-05-22 2025-10-02
313.36 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-10-20
200.2 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-10-20
74.44 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-10-27
318.43 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-10-27
52.84 FN DE7030 5% 01 AUG 2055   2025-08-12 2025-10-27
110.64 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-10-27
48.39 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-10-27
67.56 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-10-27
239.52 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-10-27
255.29 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-10-27
20.68 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-10-27
154.39 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-10-27
.75 SOLSTICE ADV MATERIALS INC   2019-11-26 2025-11-06
240.1 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-11-20
559.68 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-11-20
39.61 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-11-25
393.1 FNR 2025-74 AT 5% 25 SEP 2055   2025-10-03 2025-11-25
928.61 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-11-25
52.36 FN DE7030 5% 01 AUG 2055   2025-08-12 2025-11-25
113.83 FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-11-25
104.18 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-11-25
68.56 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-11-25
250.62 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-11-25
291.91 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-11-25
94.56 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-11-25
85.93 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-11-25
291.14 FR RQ0055 5% 01 OCT 2055   2025-10-03 2025-11-25
50. ABBVIE INC.   2020-05-21 2025-12-17
200. ALPHABET INC-CL A   2019-11-26 2025-12-17
50. LOWES COMPANIES INC   2014-05-20 2025-12-17
125. MCDONALDS CORP   1996-12-30 2025-12-17
773.993 BOSTON PART ALL CAP VAL-INST   2012-07-11 2025-12-17
68. SOLSTICE ADV MATERIALS INC   2020-05-21 2025-12-17
56.275 VANGUARD 500 INDEX-ADM   2024-05-20 2025-12-17
259.72 G2 MA9304 5% 20 NOV 2053   2024-01-03 2025-12-22
476.88 GNR 2023-136 PA 7% 20 JUN 2053   2023-09-22 2025-12-22
75.08 FR SD8045 3.5% 01 FEB 2050   2020-02-11 2025-12-26
353.94 FNR 2025-74 AT 5% 25 SEP 2055   2025-10-03 2025-12-26
1148.24 FHR 5420 CD 5% 25 MAY 2054   2024-10-16 2025-12-26
52.63 FN DE7030 5% 01 AUG 2055   2025-08-12 2025-12-26
111. FN FM9117 2.5% 01 OCT 2041   2021-10-14 2025-12-26
33.51 FN MA3490 4% 01 OCT 2033   2018-10-17 2025-12-26
61.95 FN MA3521 4% 01 NOV 2048   2019-06-26 2025-12-26
313.79 FN MA4388 2.5% 01 JUL 2041   2021-06-23 2025-12-26
183.37 FN MA4423 2.5% 01 SEP 2041   2021-08-13 2025-12-26
20.47 FN MA3660 3.5% 01 MAY 2039   2019-05-10 2025-12-26
246.63 FN MA4073 3% 01 JUL 2040   2020-06-09 2025-12-26
229.93 FR RQ0055 5% 01 OCT 2055   2025-10-03 2025-12-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 191   189 2
b 1,401   1,418 -17
c 8,493   4,551 3,942
d 6,000   3,820 2,180
e 29,807   10,039 19,768
9,091   2,607 6,484
6,191   234 5,957
10,366   3,564 6,802
5,573   4,462 1,111
6,217   1,098 5,119
6,459   201 6,258
17,246   11,605 5,641
11,100   4,575 6,525
8,483   4,891 3,592
30,000   13,888 16,112
11,000   9,606 1,394
62   63 -1
191   190 1
107   110 -3
55   55  
74   75 -1
180   184 -4
255   262 -7
62   62  
77   79 -2
155   153 2
913   924 -11
23   23  
206   204 2
110   113 -3
37   37  
43   44 -1
232   238 -6
180   185 -5
56   56  
215   220 -5
219   217 2
11   11  
60   60  
220   219 1
108   111 -3
69   69  
50   51 -1
298   305 -7
153   158 -5
22   22  
127   130 -3
274   272 2
97   98 -1
34   34  
235   233 2
109   112 -3
52   52  
92   93 -1
220   225 -5
165   170 -5
23   23  
116   119 -3
13,395   4,367 9,028
20,000   19,828 172
16,000   7,729 8,271
250   248 2
1,011   1,022 -11
56   56  
249   247 2
108   110 -2
52   52  
71   72 -1
243   249 -6
232   239 -7
48   48  
211   216 -5
10,000   10,009 -9
17,524   6,692 10,832
21,008   18,911 2,097
5,000   4,244 756
10,000   4,621 5,379
220   219 1
828   836 -8
70,050   72,040 -1,990
58   58  
263   261 2
109   112 -3
39   40 -1
64   65 -1
278   285 -7
280   288 -8
22   22  
183   187 -4
191   190 1
8   8  
102   102  
277   275 2
108   111 -3
71   71  
76   77 -1
236   241 -5
217   223 -6
52   52  
98   100 -2
227   225 2
212   215 -3
61   61  
291   289 2
109   112 -3
54   54  
100   101 -1
344   353 -9
344   353 -9
77   77  
141   144 -3
10,614   4,551 6,063
160,000   98,091 61,909
22,947   6,541 16,406
6,509   1,144 5,365
7,906   219 7,687
139,600   78,777 60,823
30,000   32,182 -2,182
210   209 1
8   8  
54   54  
305   303 2
146   149 -3
45   45  
77   77  
266   273 -7
277   284 -7
58   58  
98   100 -2
39,748   41,722 -1,974
313   311 2
200   202 -2
74   75 -1
318   316 2
53   52 1
111   113 -2
48   49 -1
68   68  
240   245 -5
255   262 -7
21   21  
154   158 -4
35   32 3
240   238 2
560   564 -4
40   40  
393   391 2
929   922 7
52   51 1
114   117 -3
104   105 -1
69   69  
251   257 -6
292   299 -7
95   95  
86   88 -2
291   290 1
11,206   4,551 6,655
59,724   12,834 46,890
12,408   2,289 10,119
39,466   1,095 38,371
25,000   11,362 13,638
3,350   2,581 769
35,000   27,617 7,383
260   258 2
477   480 -3
75   75  
354   352 2
1,148   1,140 8
53   52 1
111   114 -3
34   34  
62   63 -1
314   321 -7
183   188 -5
20   21 -1
247   253 -6
230   229 1
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
      150,897
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       2
b       -17
c       3,942
d       2,180
e       19,768
      6,484
      5,957
      6,802
      1,111
      5,119
      6,258
      5,641
      6,525
      3,592
      16,112
      1,394
      -1
      1
      -3
       
      -1
      -4
      -7
       
      -2
      2
      -11
       
      2
      -3
       
      -1
      -6
      -5
       
      -5
      2
       
       
      1
      -3
       
      -1
      -7
      -5
       
      -3
      2
      -1
       
      2
      -3
       
      -1
      -5
      -5
       
      -3
      9,028
      172
      8,271
      2
      -11
       
      2
      -2
       
      -1
      -6
      -7
       
      -5
      -9
      10,832
      2,097
      756
      5,379
      1
      -8
      -1,990
       
      2
      -3
      -1
      -1
      -7
      -8
       
      -4
      1
       
       
      2
      -3
       
      -1
      -5
      -6
       
      -2
      2
      -3
       
      2
      -3
       
      -1
      -9
      -9
       
      -3
      6,063
      61,909
      16,406
      5,365
      7,687
      60,823
      -2,182
      1
       
       
      2
      -3
       
       
      -7
      -7
       
      -2
      -1,974
      2
      -2
      -1
      2
      1
      -2
      -1
       
      -5
      -7
       
      -4
      3
      2
      -4
       
      2
      7
      1
      -3
      -1
       
      -6
      -7
       
      -2
      1
      6,655
      46,890
      10,119
      38,371
      13,638
      769
      7,383
      2
      -3
       
      2
      8
      1
      -3
       
      -1
      -7
      -5
      -1
      -6
      1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 554,004
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 9,262
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 9,262
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 9,262
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 4,262
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care of   Telephone no.

Located at ZIP+4  
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
1ST SOURCE BANK TRUSTEE
1 		21,625    
PO BOX 1602
SOUTH BEND,IN46634
KARREN KELLER MEMBER
0 		0    
61244 FIR ROAD
MISHAWAKA,IN46544
KATHRYN CAMPOLI MEMBER
0 		0    
15393 KELLY ROAD
MISHAWAKA,IN46544
JULIE PENNINGTON MEMBER
0 		0    
16596 ROOSEVELT DRIVE
MISHAWAKA,IN46545
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
6,587,347
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,587,347
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
6,587,347
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
98,810
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,488,537
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
324,427
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
324,427
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,262
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,262
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
315,165
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
315,165
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
315,165
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
296,931
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
296,931
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 7 315,165
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 292,077
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: $ 296,931
a Applied to 2024, but not more than line 2a 292,077
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..... 4,854
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 .......... 		310,311
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or 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

Hearing & Receiving Christ Ministrie

PO BOX 9036
Knoxville,TN37940 		NONE   GENERAL SUPPORT 3,987

Orchard Group Inc

P O BOX 980
Newtown,PA18940 		NONE   GENERAL SUPPORT 3,987

Dowagiac Church of Christ

DOES GOD EXIST
Niles,MI49120 		NONE   GENERAL SUPPORT 2,987

Elkhart Christian Academy

25943 CR 22 EAST
Elkhart,IN46517 		NONE   GENERAL SUPPORT 4,987

APOSTOLIC CHRISTIAN HARVESTCALL

PO OBX 3797
WEST LAFAYETTE,IN47996 		NONE   GENERAL SUPPORT 3,987

Southwest India Christian Mission

1700 21ST AVENUE W
Bradenton,FL342055779 		NONE   GENERAL SUPPORT 4,987

FAME MINISTRIES

4545 SOUTHEASTERN AVE
INDIANAPOLIS,IN46203 		NONE   GENERAL SUPPORT 4,987

Purdue Christian Campus House

1000 STATE STREET
West Lafayette,IN47906 		NONE   GENERAL SUPPORT 4,987

Colombian Christian Mission

P O BOX 95
Rittman,OH44270 		NONE   GENERAL SUPPORT 4,987

INTERNATIONAL DISASTER EMERGENCY SVC IDE

355 PARK 32 WEST DR
NOBLESVILLE,IN46062 		NONE   GENERAL SUPPORT 19,211

Central Japan Christian Mission

61 OAK GROVE ROAD
Temple,GA30179 		NONE   GENERAL SUPPORT 3,987

New Churches of Christ Evangelism

PO BOX 1031
Mount Pleasant,MI48804 		NONE   GENERAL SUPPORT 3,987

Central Brazil Christian Mission

PO BOX 172
Springfield,OH455010172 		NONE   GENERAL SUPPORT 2,987

Destiny Rescue

10339 DAWSONS CREEK BLVD
Fort Wayne,IN46825 		NONE   GENERAL SUPPORT 1,987

Extended Hand Ministries

PO BOX 44163
Indianapolis,IN46244 		NONE   GENERAL SUPPORT 6,142

Lifeline Christian Mission

PO BOX 2288
Monument,CO80132 		NONE   GENERAL SUPPORT 1,987

SUMMIT THEOLOGICAL SEMINARY

2766 W AIRPORT ROAD
PERU,IN46970 		NONE   SUPPORT 2,987

Christian Restoration Association

7133 CENTRAL PARKE BLVD
Mason,OH45040 		NONE   GENERAL SUPPORT 3,987

HUNTINGTON UNIVERSITY

2303 COLLEGE AVENUE
HUNTINGTON,IN46750 		NONE   GENERAL SUPPORT 3,987

Indiana Wesleyan University

4201 SOUTH WASHINGTON STREET
Marion,IN46953 		NONE   GENERAL SUPPORT 3,987

BETHEL COLLEGE

1001 BETHEL CIRCLE
MISHAWAKA,IN465455591 		NONE   GENERAL SUPPORT 4,987

RESCUE INC DBA HOPE MINISTRIES

PO BOX 4488
SOUTH BEND,IN466344488 		NONE   GENERAL SUPPORT 9,712

Ray Bird Ministries Inc

25765 EDISON ROAD
South Bend,IN46628 		NONE   GENERAL SUPPORT 5,487

MICHIANA CHRISTIAN SCHOOL

2730 SOUTH IRONWOOD
SOUTH BEND,IN46614 		NONE   GENERAL SUPPORT 22,712

WEST SIDE CHURCH OF CHRIST

22987 EDISON RD
SOUTH BEND,IN46628 		NONE   GENERAL SUPPORT 2,987

Ardmore LaSalle Church of Christ

55501 MOSS ROAD
South Bend,IN46628 		NONE   SUPPORT 2,987

Woodburn Christian Childrens Home

PO BOX 459
Woodburn,IN46797 		NONE   GENERAL SUPPORT 6,987

Hannah's House

PO BOX 1413
Mishawaka,IN46546 		NONE   GENERAL SUPPORT 2,387

Deer Run Church

2730 SOUTH IRONWOOD
South Bend,IN46614 		NONE   GENERAL SUPPORT 34,826

North Liberty Christian School

65225 SR 23
North Liberty,IN46554 		NONE   GENERAL SUPPORT 10,000

World Compassion Network

WCN
Warsaw,IN46581 		NONE   GENERAL SUPPORT 1,987

Matabele Land Christian Mission

180 CAMPUS VIEW DRIVE
Lincoln,IL62656 		NONE   GENERAL SUPPORT 3,987

Missions Alive Inc

102 MEADOW LAKE DRIVE - APT A
Mooresville,IN461581862 		NONE   GENERAL SUPPORT 2,987

Mexican Missionary Organization

C/O REBEKAH BAKER
Moweaqua,IL62550 		NONE   GENERAL SUPPORT 2,987

SALVATION ARMY OF SOUTH BEND

510 S CARROLL
SOUTH BEND,IN46601 		NONE   GENERAL SUPPORT 1,987

Lifeplan

527 E MAIN ST
Niles,MI49120 		NONE   GENERAL SUPPORT 2,987

RIGHT TO LIFE OF MICHIGAN

2340 PORTER ST SW
GRAND RAPIDS,IN49509 		NONE   CHARITABLE CONTRIBUTION 2,987

Great Lakes Bible College

DBA GREAT LAKES CHRISTIAN COLLEGE
Lansing,MI48917 		NONE   GENERAL SUPPORT 4,987

Michiana Christian Camp

7383 STEINBAUER ROAD
Niles,MI49120 		NONE   GENERAL SUPPORT 17,987

Builder of Men Ministries Inc

5236 CANTERBURY AVENUE
Portage,IN46368 		NONE   GENERAL SUPPORT 5,000

Christian Mission to The Orient

PO BOX 488
Bedford,TX76021 		NONE   SUPPORT 10,000

White Fields Overseas Evangelism

BOX 1089
Joplin,MO64802 		NONE   GENERAL SUPPORT 4,987

World Help

PO BOX 501
Forest,VA24551 		NONE   GENERAL SUPPORT 1,987

Samaritan's Purse

PO BOX 3000
Boone,NC28607 		NONE   GENERAL SUPPORT 4,987

Kentucky Christian University

BUSINESS OFFICE
Grayson,KY41143 		NONE   GENERAL SUPPORT 3,987

American Family Association Inc

107 PARKGATE - PO BOX 2440
Tupelo,MS38803 		NONE   GENERAL SUPPORT 1,987

Cookson Hills Christian Ministries

60416 HIGHWAY 10
Kansas,OK74347 		NONE   GENERAL SUPPORT 4,987

VOICE OF THE MARTYRS

1815 S E BISON ROAD
BARTLESVILLE,OK74006 		NONE   GENERAL SUPPORT 2,987

Kiamichi Mountains Christian Mission

P O BOX 67
Honobia,OK74549 		NONE   GENERAL SUPPORT 3,987

Spanish American Evangelism Ministri

650 LINWOOD DRIVE
El Paso,TX79928 		NONE   GENERAL SUPPORT 3,987

CHRISTIAN STUDENT FELLOWSHIP
INDIANAPOLIS INC
PO BOX 44494
INDIANAPOLIS,IN46244 		NONE   GENERAL SUPPORT 3,987

FOCUS ON THE FAMILY

8605 EXPLORER DRIVE
COLORADO SPRINGS,CO80920 		NONE   GENERAL SUPPORT 2,987
Total ................................. 3a 296,931
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 ....     14 135,687  
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 ............ 		    18 554,004  
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) ..   689,691  
13Total. Add line 12, columns (b), (d), and (e)..................
13
689,691
(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:
MATTHEW 2818-20 CHARITABLE FOUNDATION
EIN:
35-1847299
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 1,750 1,750    

TY 2025 InvestmentsCorpBondsSchedule
Name:
MATTHEW 2818-20 CHARITABLE FOUNDATION
EIN:
35-1847299
Name of Bond End of Year Book Value End of Year Fair Market Value
LORD ABBETT SHRT DUR INC-I 39,890 40,621
FANNIE MAE POOL #MA3490 2,838 2,829
UNITED PARCEL SERVICE 5.15% 51,555 52,014
FED FARM CREDIT BANKS 3.320%    
FANNIE MAE POOL #MA3521 8,078 7,718
FANNIE MAE POOL #MA3660 3,662 3,500
HEALTHPEAK OP LLC 3.4%    
NEW YORK LIFE GLOBAL FUNDING 50,633 49,098
TRUIST FINANCIAL CORP 6% 40,478 40,074
VERIZON COMM INC    
DODGE & COX INCOME FUND 68,270 69,317
VOYA STRATEGIC INC OPP-I 134,657 127,691
COMCAST CORP    
FED FARM CREDIT BANKS 3.500%    
FREDDIE MAC POOL #SD8045 8,483 7,895
FLEETBOSTON FINL GROUP INC 6.7 45,014 42,260
FANNIE MAE POOL #MA4073 15,054 13,703
MANNING & NAPIER HIGH YIELD BO 102,537 100,753
ALABAMA POWER CO 44,415 34,383
APPLE INC 50,718 49,726
BIOGEN 40,745 36,745
TENNESSEE HSG DEV 40,303 34,146
MICHIGAN ST FIN AUTH REVENUE T 51,334 45,752
CHARLES SCHWAB CORP 40,929 38,079
FANNIE MAE POOL #FM9117 26,185 23,027
FANNIE MAE POOL #MA4388 25,140 22,011
FANNIE MAE POOL #MA4423 26,775 23,538
PRINCIPAL LIFE GLOBAL FUNDING 40,323 39,881
NUVEEN PREFERRED SECURITIES FU 59,455 55,065
PROCTER & GAMBLE CO 2.7 % 39,912 39,964
US TREASURY INFLATION INDEXED 51,980 48,005
FANNIE MAE POOL #BZ0164 39,260 30,869
RUTGERS NJ STATE 39,032 40,537
AMERICAN EXP V-D 50,787 54,609
GINNIE MAE II POOL #MA9304 34,993 35,358
FREDDIE MAC REMICS FHR 5420CD 44,147 44,612
GOVERNMENT NATIONAL MORTGAGE A 5,242 5,348
MICHIGAN ST HSG DEV AUTH SF MT 42,208 41,083
REPUBLIC SERVICES INC 5% 49,565 51,794
CANADIAN NATIONAL RAILWAY CO 3 47,636 48,614
DTE ELECTRIC CO 6.625% 06/01/2 56,917 56,468
FANNIE MAE REMICS FNR 2025-74 48,361 48,646
FANNIE MAE POOL #DE7030 5% 08/ 48,866 49,751
FREDDIE MAC POOL FR RQ0055 5% 49,210 49,274
HONEYWELL INTERNATIONAL INC 5% 58,981 61,112
RHODE ISLAND ST HSG & MTGE FIN 49,616 49,884
US TREASURY NOTE/BOND 4.25% 11 50,764 50,526

TY 2025 InvestmentsCorpStockSchedule
Name:
MATTHEW 2818-20 CHARITABLE FOUNDATION
EIN:
35-1847299
Name of Stock End of Year Book Value End of Year Fair Market Value
COCA COLA CO 3,281 97,874
LOWES COS INC 20,597 108,522
MCDONALDS CORP 3,503 122,252
PEPSICO INC 51,480 86,112
PROCTER & GAMBLE CO 6,645 71,655
BOSTON PARTNERS ALL-CAP VALUE 138,222 306,386
NEW WORLD FUND INC 157,576 241,580
SPDR S&P DIVIDEND ETF    
ALPHABET INC 71,628 375,600
AMAZON.COM INC 97,093 242,361
HONEYWELL INTERNATIONAL 41,748 53,650
KEYCORP    
MICROSOFT CORP 60,731 181,358
FEDERATED HERMES MDT SMALL CAP 188,120 268,692
WCM FOCUSED INTL GROWTH-INS 197,228 235,561
BANK OF AMERICA CORP 50,319 96,250
BLACKSTONE INC 42,655 131,019
DUKE ENERGY CORP 34,427 41,024
COSTCO WHOLESALE CORP 58,326 155,221
ELI LILLY & CO 27,384 32,240
INTUITIVE SURGICAL INC 48,035 155,749
METLIFE INC 47,652 94,728
ABBVIE INC 45,508 114,245
VISA INC CL A 42,710 78,910
ISHARES RUSSELL 1000 GROWTH ET 105,311 115,959
APPLE INC 61,361 95,151
THERMO FISHER SCIENTIFIC INC 61,181 66,637
THRIVENT MID CAP STOCK-S 207,031 219,291
HCA HEALTHCARE INC 46,666 79,366
META PLATFORMS INC CL A 46,862 66,009
RTX CORPORATION 33,339 74,827
AB LARGE CAP GROWTH-ADV 281,376 401,019
CAUSEWAY INTERNATL VAL-INST 223,136 262,079
UNION PACIFIC 7,429 7,402
VANGUARD 500 INDEX FUND 77,778 100,140
BROADCOM INC 40,553 46,724
QUANTA SERVICES INC 16,219 18,993
TRUIST FINANCIAL CORP 19,850 24,605
NUVEEN LARGE CAP VALUE FUND 151,904 148,927
NVIDIA CORP 44,051 48,490

TY 2025 InvestmentsGovtObligationsSch
Name:
MATTHEW 2818-20 CHARITABLE FOUNDATION
EIN:
35-1847299
US Government Securities - End of Year Book Value:

32,692
US Government Securities - End of Year Fair Market Value:

32,692
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherIncreasesSchedule
Name:
MATTHEW 2818-20 CHARITABLE FOUNDATION
EIN:
35-1847299
Description Amount
DIFFERENCE DUE TO TIMING/ROUNDING 4,713


TY 2025 TaxesSchedule
Name:
MATTHEW 2818-20 CHARITABLE FOUNDATION
EIN:
35-1847299
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 432 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,000 0   0
FOREIGN TAXES ON QUALIFIED FOR 965 0   0
FOREIGN TAXES ON NONQUALIFIED 209 0   0