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
ZITA M AND JOSEPH DIYORIO FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) C/O FARMERS TRUST CO 42 MCCLURG R
  Room/suite
City or town
YOUNGSTOWN
State or province
OH
Country  
ZIP or foreign postal code
44512
A Employer identification number

34-7132206
B Telephone number (see instructions)

3307437000
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$763,984J 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 1,372 1,372  
4 Dividends and interest from securities... 20,467 20,467  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,289
b Gross sales price for all assets on line 6a 149,771
7 Capital gain net income (from Part IV, line 2)... 25,289
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........ 47,128 47,128  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,300 11,410   4,890
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,200 550 0 1,650
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,542 304   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.......... 20,242 12,264 0 6,740
25 Contributions, gifts, grants paid....... 31,414 31,414
26 Total expenses and disbursements. Add lines 24 and 25 ................ 51,656 12,264 0 38,154
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,528
b Net investment income (if negative, enter -0-) 34,864
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......... 35,529 8,952 8,952
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)....... 261,662 Click to see attachment
List of Attached Documents:
// Content
262,366 		419,723
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).......... 285,615 Click to see attachment
List of Attached Documents:
// Content
306,977 		335,309
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) 582,806 578,295 763,984
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........ 582,806 578,295
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)..... 582,806 578,295
30 Total liabilities and net assets/fund balances (see instructions). 582,806 578,295
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
582,806
2
Enter amount from Part I, line 27a .....................
2
-4,528
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
19
4
Add lines 1, 2, and 3 ..........................
4
578,297
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
578,295
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 8. AT&T INC COM   2019-05-03 2025-06-13
b 38. AT&T INC COM   2018-07-31 2025-06-13
c 26. AT&T INC COM   2017-11-09 2025-06-13
d 125.023 INVESCO MAIN STREET SMALL CAP   2024-10-03 2025-02-20
e 33.92 INVESCO MAIN STREET SMALL CAP   2024-12-12 2025-02-20
10. AMAZON COM INC COM   2025-06-05 2025-09-18
9. APPLE INC COM   2024-11-13 2025-02-13
31. ASHLAND INC COM   2025-01-16 2025-03-24
41. ASHLAND INC COM   2024-11-08 2025-03-24
2. AUTOZONE INC COM   2022-09-15 2025-01-16
7. BIOGEN INC COM   2024-11-08 2025-08-15
38. CBOE GLOBAL MKTS INC COM   2021-03-25 2025-03-04
. CARDINAL HEALTH INC   2020-01-01 2025-07-29
23. CITIGROUP INC COM NEW   2022-09-01 2025-07-29
1404.79 DFA COMMODITY STRATEGY INSTITUTIONAL   2023-02-22 2025-02-20
.181 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2022-12-15 2025-04-21
56.388 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2022-12-15 2025-04-21
.261 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-12-16 2025-04-21
12.846 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-12-16 2025-04-21
4.669 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2020-12-17 2025-04-21
356.101 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2018-05-17 2025-04-21
10.544 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2017-12-18 2025-04-21
1003.111 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2017-01-05 2025-04-21
14. DELL TECHNOLOGIES INC COM   2024-10-03 2025-04-10
30. DELL TECHNOLOGIES INC COM   2024-07-11 2025-04-10
15. DELL TECHNOLOGIES INC COM   2024-05-23 2025-04-10
4. DUKE ENERGY CORP COM   2022-08-25 2025-07-31
13. DUKE ENERGY CORP COM   2022-05-06 2025-07-31
13. EOG RESOURCES   2024-10-03 2025-01-16
34. EOG RESOURCES   2023-06-22 2025-01-16
21. GILEAD SCIENCES INC COM   2024-10-03 2025-03-13
10. GILEAD SCIENCES INC COM   2024-10-03 2025-07-31
11. GILEAD SCIENCES INC COM   2023-11-09 2025-07-31
391.018 GOLDMAN SACHS TR INF PROSEC INS   2024-11-13 2025-04-21
663.547 GOLDMAN SACHS TR INF PROSEC INS   2024-05-20 2025-04-21
. HP INC COM   2020-01-01 2025-07-16
2. INTERNATIONAL BUSINESS MACHINES   2023-10-13 2025-05-09
6. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-05-09
8. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2025-07-10
3. INVESCO QQQ TR SR I ETF   2025-01-16 2025-03-13
3. INVESCO QQQ TR SR I ETF   2024-10-03 2025-07-22
6. J.P. MORGAN CHASE & CO   2022-09-28 2025-05-09
.466 JPMORGAN EXCHANGE TRADED FUND TR MORTGAGE-BACKED SECURITIES ETF   2025-04-21 2025-07-07
111. KENVUE   2024-03-15 2025-01-16
16.065 KENVUE   2023-05-22 2025-01-16
8.032 KENVUE   2022-05-25 2025-01-16
111.903 KENVUE   2022-04-14 2025-01-16
12. KIMBERLY CLARK CORP COM   2024-07-11 2025-08-15
. KRAFT HEINZ CO COM   2020-01-01 2025-06-10
21. MID-AMER APT CMNTYS INC COM   2024-05-16 2025-06-05
3. MID-AMER APT CMNTYS INC COM   2019-06-27 2025-06-05
. MOHAWK INDS INC   2020-01-01 2025-03-14
12. NEWMONT MNG CORP   2024-11-13 2025-07-29
57. NEWMONT MNG CORP   2023-05-22 2025-07-29
7. NEWMONT MNG CORP   2023-01-05 2025-07-29
10. NEXTERA ENERGY INC COM   2015-12-11 2025-10-07
14. NEXTERA ENERGY INC COM   2015-08-05 2025-10-07
100. PFIZER INC COM   2024-10-03 2025-05-22
36. PFIZER INC COM   2020-05-07 2025-05-22
44. PFIZER INC COM   2020-02-07 2025-05-22
84. PFIZER INC COM   2019-05-09 2025-05-22
10. PHILIP MORRIS INTL INC COM   2024-10-03 2025-01-17
18. PHILIP MORRIS INTL INC COM   2024-03-28 2025-01-17
34. PHILIP MORRIS INTL INC COM   2024-01-04 2025-01-17
.75 SOLSTICE ADVANCED MATLS INC COM   2025-03-04 2025-11-04
18. TJX COS INC NEW COM   2018-02-23 2025-02-13
36. TJX COS INC NEW COM   2018-02-23 2025-06-05
27. UBER TECHNOLOGIES INC COM   2024-03-28 2025-09-18
32.347 VANGUARD SHORT TERM INVESTMENT GRADE FUNINST SHS   2020-01-13 2025-08-22
25.135 VANGUARD SHORT TERM INVESTMENT GRADE FUNINST SHS   2021-12-30 2025-08-22
282.786 VANGUARD SHORT TERM INVESTMENT GRADE FUNINST SHS   2020-03-04 2025-08-22
6. VISA INC COM   2019-11-25 2025-06-27
75. WAL MART STORES INC COM   2016-01-20 2025-01-17
7. CHUBB LIMITED COM   2025-06-27 2025-11-06
4. CHUBB LIMITED COM   2022-01-14 2025-11-06
CAPITAL GAIN DIVIDENDS P    
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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    
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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 225   188 37
b 1,070   935 135
c 732   675 57
d 2,894   2,884 10
e 785   801 -16
2,321   2,093 228
2,163   2,027 136
1,767   2,185 -418
2,337   3,342 -1,005
6,366   4,297 2,069
966   1,204 -238
8,135   3,804 4,331
       
2,174   1,114 1,060
6,898   6,560 338
2   2  
567   567  
3   3  
129   166 -37
47   50 -3
3,582   3,707 -125
106   112 -6
10,091   10,615 -524
1,096   1,603 -507
2,348   4,208 -1,860
1,174   2,302 -1,128
485   442 43
1,577   1,440 137
1,789   1,700 89
4,678   3,678 1,000
2,377   1,767 610
1,127   841 286
1,240   826 414
3,719   3,703 16
6,310   6,317 -7
       
498   280 218
1,495   810 685
2,301   1,079 1,222
1,409   1,547 -138
1,685   1,441 244
1,519   647 872
23   23  
2,337   2,249 88
338   314 24
169   180 -11
2,356   2,517 -161
1,598   1,691 -93
51     51
3,149   2,888 261
450   349 101
2     2
765   495 270
3,633   2,480 1,153
446   356 90
837   243 594
1,172   374 798
2,283   2,848 -565
822   1,270 -448
1,005   1,589 -584
1,918   3,237 -1,319
1,218   1,181 37
2,193   1,655 538
4,143   3,278 865
32   37 -5
2,255   695 1,560
4,581   1,389 3,192
2,547   2,092 455
340   347 -7
264   270 -6
2,969   3,085 -116
2,093   1,085 1,008
6,896   1,526 5,370
1,978   1,997 -19
1,130   780 350
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
      3,591
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       37
b       135
c       57
d       10
e       -16
      228
      136
      -418
      -1,005
      2,069
      -238
      4,331
       
      1,060
      338
       
       
       
      -37
      -3
      -125
      -6
      -524
      -507
      -1,860
      -1,128
      43
      137
      89
      1,000
      610
      286
      414
      16
      -7
       
      218
      685
      1,222
      -138
      244
      872
       
      88
      24
      -11
      -161
      -93
      51
      261
      101
      2
      270
      1,153
      90
      594
      798
      -565
      -448
      -584
      -1,319
      37
      538
      865
      -5
      1,560
      3,192
      455
      -7
      -6
      -116
      1,008
      5,370
      -19
      350
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 25,289
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) 1 485
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........................... 3 485
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- ..... 5 485
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,000
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 1,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 515
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax515 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressNONE
14
The books are in care ofFARMERS TRUST COMPANY Telephone no. (330) 743-7000

Located at42 MCCLURG ROADYOUNGSTOWNOH ZIP+444512
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FARMERS TRUST CO TRUSTEE
2 		7,300    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
JAMES L PAZOL ADVISORY COMMITTEE
1 		3,000    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
JAMES COLELLA ADVISORY COMMITTEE
1 		3,000    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
MARALINE KUBIK ADVISORY COMMITTEE
1 		3,000    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
710,374
b
Average of monthly cash balances.......................
1b
30,437
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
740,811
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
740,811
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,112
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
729,699
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
36,485
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
36,485
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
485
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
485
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
36,000
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
36,000
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
36,000
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
38,154
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
38,154
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 36,000
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,276
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: $ 38,154
a Applied to 2024, but not more than line 2a 1,276
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..... 36,000
e Remaining amount distributed out of corpus 878
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 5 878
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 ...... 		878
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 .... 878
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FARMERS TRUST COMPANY
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
(330) 743-7000
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION STATING PURPOSE OF GRANT
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
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

OUR COMMUNITY KITCHEN

551 MAHONING AVENUE
YOUNGSTOWN,OH44502 		N/A   PUBLIC SUPPORT 2,000

AKRON CHILDRENS HOSPITAL FOUNDATION

1 PERKINS SQUARE
AKRON,OH44308 		N/A   PUBLIC SUPPORT 1,000

Youngstown Area Jewish Federation

505 GYPSY LN
Youngstown,OH44504 		N/A   PUBLIC SUPPORT 5,000

UNITED WAY OF MAHONING
COUNTY
255 WATT STREET
YOUNGSTOWN,OH44503 		N/A   SUPPORT PROGRAM 5,000

COMPASS FAMILY & COMMUNITY
SERVICES
284 BROADWAY
YOUNGSTOWN,OH44504 		N/A   SUPPORT PROGRAM 1,000

ASSOCIATED NEIGHBORHOOD
CENTERS
1649 JACOBS ROAD
YOUNGSTOWN,OH44505 		N/A   SUPPORT PROGRAMS 500

ST ANGELA MERICI PARISH

400 LINCOLN PARK DRIVE
YOUNGSTOWN,OH44506 		N/A   SUPPORT PROGRAM 1,000

CARDINAL MOONEY HIGH SCHOOL

2545 ERIE STREET
YOUNGSTOWN,OH44507 		N/A   ADOPT A STUDENT PROGRAM 1,500

BOYS & GIRLS CLUB OF YOUNGSTOWN

2105 OAK HILL AVENUE
YOUNGSTOWN,OH44507 		N/A   SUPPORT PROGRAM 500

BIG BROTHERSBIG SISTERS

325 N STATE STREET
GIRARD,OH44420 		N/A   SUPPORT PROGRAM 500

SILVER LINING CANCER FUND INC

PO BOX 401
CANFIELD,OH44406 		N/A   PUBLIC SUPPORT 1,000

NORTHEAST OHIO ADOPTION SERVICES

5000 E MARKET STREET
WARREN,OH44484 		N/A   SUPPORT PROGRAM 250

Leadership Mahoning Valley INC

PO BOX 661
Youngstown,OH44501 		N/A   PUBLIC SUPPORT 1,000

YOUNGSTOWN COMMUNITY FOOD CENTER INC

82 SUGAR CANE DRIVE
YOUNGSTOWN,OH44512 		N/A   PUBLIC SUPPORT 1,000

WARREN CITY SCHOOL DISTRICT

105 HIGH ST NE
WARREN,OH44481 		N/A   SUPPORT PROGRAM 4,664

YOUNGSTOWN STATE UNIVERSITY FOUNDATION

656 WICK AVENUE
YOUNGSTOWN,OH44502 		N/A   SCHOLARSHIP 1,000

SMARTS

25 E BOARDMAN STREET FIRST FLOOR
YOUNGSTOWN,OH44503 		NA   PUBLIC SUPPORT 1,000

INSPIRING MINDS OF YOUNGSTOWN

2246 GLENWOOD AVE
YOUNGSTOWN,OH44511 		NA   PUBLIC SUPPORT 3,500
Total ................................. 3a 31,414
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,372  
4 Dividends and interest from securities ....     14 20,467  
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 25,289  
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) ..   47,128  
13Total. Add line 12, columns (b), (d), and (e)..................
13
47,128
(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:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,200 550   1,650

TY 2025 InvestmentsCorpStockSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Name of Stock End of Year Book Value End of Year Fair Market Value
288 SHS AT&T INC 5,357 7,154
61 SHS APPLE COMPUTER INC 8,726 16,583
37 SHS MICROSOFT CORP 2,180 17,894
127 SHS CVS HEALTH CORP 7,729 10,079
66 SHS ALPHABET 3,239 20,658
204 SHS CISCO SYS INC 6,746 15,714
58 SHS JOHNSON & JOHNSON 5,318 12,003
47 SHS HONEYWELL INTERNL 8,921 9,169
70 SHS NEXTERA ENERGY INC 1,703 5,620
293 SHS KINDER MORGAN INC CL 5,191 8,055
68 SHS PEPSICO INC 8,198 9,759
75 SHS WALMART INC    
20 SHS VISA INC 1,971 7,014
54 SHS TJX COMPANIES    
189 SHS VERIZON COMMUNICATION 9,905 7,698
264 SHS PFIZER INC    
19 SHS ADOBE SYSTEMS INC 4,896 6,650
47 SHS EOG RESOURCES INC    
93 SHS LAM RESEARCH CORP 6,928 15,920
90 SHS SCHLUMBERGER LTD    
14 SHS LOCKHEED MARTIN CORP 5,304 6,771
36 SHS MID-AMERICA APT CMNTY 4,036 5,001
38 SHS CBOE GLOBAL MKTS INC    
23 SHS CHUBB LIMITED COM 4,415 7,179
113 SHS NEWMONT CORP 4,107 11,283
19 SHS JPMORGAN CHASE & CO C 2,048 6,122
39 SHS INTRNTNL BUS MACHS 5,207 11,552
118 SHS EQT CORP COM 5,092 6,325
50 SHS DUKE ENERGY CORP 5,020 5,861
41 SHS CME GROUP 7,299 11,196
92 SHS CITIGROUP INC 4,188 10,735
2 SHS AUTOZONE INC    
80 SHS AKAMAI TEC 7,526 6,980
38 SHS AMAZON COM 5,252 9,002
64 SHS GILEAD SCIENCES 4,790 7,855
247 SHS KENVUE INC    
68 SHS MEDTRONIC PLC 4,837 6,532
41 SHS ASHLAND INC    
20 SHS BIOGEN INC 3,793 4,048
59 SHS DELL TECH    
35 SHS KIMBERLY-CLARK 4,728 3,531
28 SHS CHENIERE ENERGY INC 4,329 5,443
44 SHS 3M CO 3,398 7,044
133 SHS PALANTIR TECH 4,142 23,641
62 SHS OHILIP MORRIS INC    
87 SHS SOUTHERN CO 7,766 7,586
82 SHS SOLVENTUM CORP 5,132 6,498
63 SHS TWILIO INC 3,696 8,961
80 SHS UBER TECH 5,504 6,537
36 SHS UNION PAC 8,232 8,328
23 SHS ACCENTURE PLC 8,138 6,171
20 SHS AIRBNB INC 2,503 2,714
25 SHS BECTON DICKINSON & CO 4,494 4,852
13 SHS COINBASE GLOBAL INC 4,829 2,940
160 SHS FREEPORT-MCMORAN INC 6,047 8,126
19 SHS MCDONALDS CORP 5,901 5,807
9 SHS META PLATFORMS INC 5,708 5,941
48 SHS NUCOR CORP 6,290 7,829
142 SHS SLB LIMITED 5,011 5,450
11 SHS SOLSTICE ADVANCED MAT 521 534
227 SHS WEYERHAEUSER CO MTN 6,075 5,378

TY 2025 InvestmentsOtherSchedule2
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
4225.841 SHS DFA COMM STRATEGY AT COST 19,473 19,650
1444.101 SHS DFA GLOBAL RE SEC      
46.000 SHS SPDR CONSUMER DIS      
8190.787 SHS VG SH TERM INVEST AT COST 85,839 86,167
1044.932 SHS DFA EMERGING MKTS AT COST 23,999 30,387
2342.653 SHS BLACKROCK ISHARES AT COST 32,952 45,330
9.000 SHS INVESCO QQQ TR UN AT COST 3,575 5,529
3512.131 SHS DFA INTERMEDIATE AT COST 36,509 34,419
567.022 SHS MFS MID CAP GROWT AT COST 17,459 16,126
1054.565 SHS GOLDMAN SACHS TR      
1152.992 SHS GQG PTR INTERN OP AT COST 21,217 25,908
1445.532 SHS FED HIGH YIELD      
508.609 SHS INVESCO MAIN STRE AT COST 10,806 11,474
304.000 SHS JPMORGAN TR II JP AT COST 14,925 15,522
640.800 SHS PIMCO FDS PAC INV AT COST 5,030 5,024
125.000 SHS STATE STREET SPDR AT COST 7,562 8,101
84.000 SHS STATE STREET REAL AT COST 3,560 3,389
195.000 SHS STATE STREET CONS AT COST 15,072 15,148
110.000 SHS STATE STREET CONS AT COST 8,999 13,135

TY 2025 OtherDecreasesSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Description Amount
ROUNDING 1
MUTUAL FUND ADJUSTMENT 1


TY 2025 OtherExpensesSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE OF OHIO FILING FEE 200 0   200


TY 2025 OtherIncreasesSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Description Amount
FREE RECEIPT-GQG PTRS FD 19


TY 2025 TaxesSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 81 81   0
FEDERAL TAX PAYMENT - PRIOR YE 238 0   0
FEDERAL ESTIMATES - INCOME 1,000 0   0
FOREIGN TAXES ON QUALIFIED FOR 158 158   0
FOREIGN TAXES ON NONQUALIFIED 65 65   0