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
WHITE SHERMAN & VIRGINIA PFDN
 
Number and street (or P.O. box number if mail is not delivered to street address) 4900 TIEDEMAN ROAD OH-01-49-0381
  Room/suite
City or town
BROOKLYN
State or province
OH
Country  
ZIP or foreign postal code
44144
A Employer identification number

20-3970395
B Telephone number (see instructions)

4192594736
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)$19,811,784J 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... 333,995 333,146  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 814,821
b Gross sales price for all assets on line 6a 4,508,411
7 Capital gain net income (from Part IV, line 2)... 814,821
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........ 1,148,816 1,147,967  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 96,933 72,700   24,233
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
1,000 0 0 1,000
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
31,956 3,843   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.......... 129,889 76,543 0 25,233
25 Contributions, gifts, grants paid....... 890,266 890,266
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,020,155 76,543 0 915,499
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 128,661
b Net investment income (if negative, enter -0-) 1,071,424
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......... 541,038 515,906 515,906
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).......      
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).......... 12,633,520 Click to see attachment
List of Attached Documents:
// Content
12,786,188 		19,295,878
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) 13,174,558 13,302,094 19,811,784
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........ 13,174,558 13,302,094
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)..... 13,174,558 13,302,094
30 Total liabilities and net assets/fund balances (see instructions). 13,174,558 13,302,094
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
13,174,558
2
Enter amount from Part I, line 27a .....................
2
128,661
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,303,219
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,125
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,302,094
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 18. ALLSTATE CORP COM   2022-05-04 2025-01-07
b 774. ALLSTATE CORP COM   2022-05-04 2025-01-23
c 83. ALPHABET INC   2023-08-28 2025-01-07
d 777. ALPHABET INC     2025-01-23
e 244. ALPHABET INC   2024-07-12 2025-06-16
281. ALPHABET INC     2025-06-16
224. ALPHABET INC   2018-03-26 2025-07-29
46. AMAZON COM INC   2023-11-27 2025-01-07
197. AMAZON COM INC   2023-11-27 2025-07-29
18. AMERICAN EXPRESS CO INC COM   2023-05-03 2025-01-07
78. AMERICAN EXPRESS CO INC COM   2023-05-03 2025-07-29
30. AMPHENOL CORP   2018-11-21 2025-01-07
1289. AMPHENOL CORP     2025-01-23
33. APPLE INC   2009-05-21 2025-01-07
138. APPLE INC   2009-05-21 2025-07-29
139. BANK OF AMERICA CORP   2017-03-17 2025-01-07
806. BANK OF AMERICA CORP   2024-07-12 2025-07-29
29. BROADCOM INC   2020-10-16 2025-01-07
126. BROADCOM INC   2020-10-16 2025-07-29
196. CAMECO CORP   2020-05-22 2025-01-07
2448. CAMECO CORP     2025-04-22
2051. CAMECO CORP   2019-10-23 2025-07-10
485. CAMECO CORP   2019-10-23 2025-07-29
45. CATERPILLAR INC COM   2025-06-16 2025-07-29
31. CHART INDUSTRIES INC   2024-11-04 2025-01-07
141. CHART INDUSTRIES INC   2024-11-04 2025-07-29
262. CHART INDUSTRIES INC   2024-11-04 2025-12-11
.35 CHEVRON CORP   2021-11-19 2025-07-18
132. CHEVRON CORP   2021-11-19 2025-07-29
147. CHEVRON CORP   2021-11-19 2025-09-19
2. COSTCO WHOLESALE CORP   2011-12-07 2025-01-07
8. COSTCO WHOLESALE CORP   2011-12-07 2025-07-29
47. CUBESMART REIT   2023-05-03 2025-01-07
2022. CUBESMART REIT   2023-05-03 2025-01-23
155. DUKE ENERGY CORP   2025-04-22 2025-07-29
73. DYNATRACE INC   2024-11-04 2025-01-07
338. DYNATRACE INC   2024-11-04 2025-07-29
128. EMERSON ELECTRIC COM   2025-06-16 2025-07-29
107. EQUINIX INC   2025-01-23 2025-07-10
50000. FEDERAL FARM CR BANKS   2025-07-31 2025-10-15
34. FISERV INC COM   2023-08-28 2025-01-07
353. FISERV INC COM   2023-08-28 2025-01-23
109. FISERV INC COM   2023-08-28 2025-07-29
294. FISERV INC COM   2023-08-28 2025-09-19
695. FISERV INC COM     2025-11-04
113. FREEPORT-MCMORAN INC   2020-01-13 2025-01-07
483. FREEPORT-MCMORAN INC   2020-01-13 2025-07-29
68. GE HEALTHCARE TECHNOLOGIES INC   2023-05-03 2025-01-07
291. GE HEALTHCARE TECHNOLOGIES INC   2023-05-03 2025-07-29
1194. GE HEALTHCARE TECHNOLOGIES INC   2023-05-03 2025-12-11
72. GITLAB INC   2024-03-28 2025-01-07
337. GITLAB INC   2024-11-04 2025-07-29
101. HEALTHPEAK PROPERTIES INC   2024-08-28 2025-01-07
4351. HEALTHPEAK PROPERTIES INC   2024-08-28 2025-06-16
30. HESS CORP   2021-11-19 2025-01-07
17. HONEYWELL INTERNATIONAL INC   2022-05-04 2025-01-07
107. HONEYWELL INTERNATIONAL INC   2025-01-23 2025-07-29
39. ILLUMINA INC   2024-08-28 2025-01-07
218. ILLUMINA INC   2024-08-28 2025-07-29
397. ISHARES RUSSELL 2000 INDEX FUND $1.88500   2012-12-10 2025-12-16
292. KENVUE INC   2024-11-04 2025-01-07
1359. KENVUE INC   2024-11-04 2025-07-29
9042. KENVUE INC     2025-11-04
157. KENVUE INC   2024-11-04 2025-11-04
3107. KENVUE INC   2023-08-28 2025-11-04
45. LANTHEUS HOLDINGS INC   2024-12-13 2025-01-07
384. LANTHEUS HOLDINGS INC   2025-01-23 2025-04-22
261. LANTHEUS HOLDINGS INC     2025-07-29
2376. LANTHEUS HOLDINGS INC     2025-09-19
3. ELI LILLY & CO   2024-03-28 2025-01-07
151. ELI LILLY & CO   2024-03-28 2025-01-23
13. LULULEMON ATHLETICA INC   2023-05-03 2025-01-07
146. LULULEMON ATHLETICA INC   2024-11-04 2025-06-16
451. LULULEMON ATHLETICA INC     2025-06-16
41. MICROSOFT CORP   2017-03-17 2025-01-07
179. MICROSOFT CORP   2024-03-28 2025-07-29
10136.85 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL     2025-01-07
1962.32 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL   2013-04-01 2025-12-16
100. NEWMONT MINING CORP CAP COM   2024-08-28 2025-01-07
702. NEWMONT MINING CORP CAP COM     2025-04-22
362. NEWMONT MINING CORP CAP COM   2024-07-12 2025-07-29
110. NVIDIA CORP   2023-05-03 2025-01-07
470. NVIDIA CORP   2023-05-03 2025-07-29
6. PARKER HANNIFIN CORP COM   2019-10-23 2025-01-07
73. PARKER HANNIFIN CORP COM   2019-10-23 2025-01-23
217. PARKER HANNIFIN CORP COM   2019-10-23 2025-06-16
202. PARSONS CORP   2025-01-23 2025-07-29
1849. PARSONS CORP     2025-12-11
109. PAYPAL HOLDINGS INC   2025-01-23 2025-07-29
16. PEPSICO INC CAP   2022-11-09 2025-01-07
67. PEPSICO INC CAP   2022-11-09 2025-07-29
537. REDDIT INC   2025-01-23 2025-04-22
64. RESMED INC   2025-06-16 2025-07-29
7. S&P GLOBAL INC   2023-08-28 2025-01-07
29. S&P GLOBAL INC   2023-08-28 2025-07-29
56. SOLSTICE ADVANCED MATERIALS   2025-01-23 2025-11-04
186. SOLSTICE ADVANCED MATERIALS     2025-11-04
17. T-MOBILE US INC   2022-11-09 2025-01-07
82. T-MOBILE US INC   2022-11-09 2025-07-29
41. TELEDYNE TECHNOLOGIES INC COM   2025-01-23 2025-07-29
26. TRADE DESK INC   2024-07-12 2025-01-07
210. TRADE DESK INC   2024-07-12 2025-07-29
966. TRADE DESK INC   2025-07-10 2025-09-19
941. TRADE DESK INC   2024-07-12 2025-09-19
14. ULTA BEAUTY INC   2024-08-28 2025-01-07
60. ULTA BEAUTY INC   2024-08-28 2025-07-29
5. UNITEDHEALTH GROUP INC   2021-03-26 2025-01-07
27. UNITEDHEALTH GROUP INC   2025-01-23 2025-07-29
90. WELLS FARGO & COMPANY   2021-03-26 2025-01-07
387. WELLS FARGO & COMPANY   2021-03-26 2025-07-29
23. XYLEM INC   2023-05-03 2025-01-07
954. XYLEM INC     2025-01-23
25. ZSCALER INC   2024-07-12 2025-01-07
556. ZSCALER INC     2025-06-16
52. ZSCALER INC   2024-07-12 2025-07-29
477. ZSCALER INC     2025-12-11
1308. TRANSOCEAN LTD FGN COM   2024-03-28 2025-01-07
5441. TRANSOCEAN LTD FGN COM   2024-11-04 2025-07-29
649. TRANSOCEAN LTD FGN COM   2023-08-28 2025-07-29
18. ASML HOLDING N V FGN COM   2025-06-16 2025-07-29
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,364   2,393 971
b 143,519   102,889 40,630
c 16,263   10,825 5,438
d 155,128   78,874 76,254
e 42,885   45,243 -2,358
49,388   14,456 34,932
43,540   11,424 32,116
10,259   6,821 3,438
45,548   29,210 16,338
5,450   2,781 2,669
24,169   12,050 12,119
2,139   638 1,501
100,898   27,434 73,464
7,993   146 7,847
29,311   609 28,702
6,419   3,465 2,954
38,736   33,576 5,160
6,719   1,106 5,613
37,464   4,805 32,659
10,392   1,944 8,448
98,400   22,744 75,656
143,693   19,013 124,680
38,368   4,496 33,872
19,202   16,348 2,854
6,156   4,297 1,859
27,994   19,546 8,448
53,914   36,319 17,595
54   26 28
20,638   9,795 10,843
23,068   10,908 12,160
1,841   175 1,666
7,502   698 6,804
1,958   2,091 -133
81,821   89,969 -8,148
18,408   18,922 -514
3,840   3,994 -154
18,283   18,491 -208
18,857   16,452 2,405
80,879   99,764 -18,885
50,000   50,000  
6,973   4,156 2,817
72,796   43,152 29,644
15,422   13,325 2,097
38,764   35,939 2,825
44,831   84,959 -40,128
4,381   1,533 2,848
20,710   6,554 14,156
5,642   5,373 269
22,769   22,995 -226
101,366   94,350 7,016
4,393   4,228 165
15,721   18,753 -3,032
2,013   2,233 -220
74,744   95,509 -20,765
4,172   2,282 1,890
3,761   3,478 283
23,918   23,981 -63
5,405   5,109 296
23,408   28,560 -5,152
99,441   32,792 66,649
6,135   6,753 -618
29,796   31,429 -1,633
145,539   182,912 -37,373
2,526   3,631 -1,105
49,994   70,482 -20,488
4,254   4,189 65
39,051   37,021 2,030
18,814   24,737 -5,923
119,884   218,282 -98,398
2,325   2,361 -36
113,984   118,855 -4,871
5,158   4,991 167
35,034   46,640 -11,606
108,222   170,819 -62,597
17,379   2,666 14,713
92,072   75,153 16,919
200,000   173,010 26,990
50,000   32,653 17,347
3,842   5,200 -1,358
39,159   34,210 4,949
22,948   17,231 5,717
15,671   3,073 12,598
83,035   13,128 69,907
3,818   1,122 2,696
49,193   13,645 35,548
143,767   40,562 103,205
15,231   18,034 -2,803
121,824   151,580 -29,756
7,712   9,652 -1,940
2,339   2,884 -545
9,601   12,075 -2,474
52,495   99,210 -46,715
17,700   16,166 1,534
3,452   2,728 724
15,423   11,302 4,121
2,418   2,957 -539
8,031   9,126 -1,095
3,639   2,553 1,086
19,721   12,316 7,405
22,643   21,074 1,569
3,166   2,584 582
17,682   20,870 -3,188
42,447   73,996 -31,549
41,348   93,516 -52,168
6,028   5,227 801
30,785   22,403 8,382
2,560   1,857 703
7,209   14,210 -7,001
6,516   3,579 2,937
31,877   15,391 16,486
2,671   2,420 251
115,778   100,178 15,600
4,626   5,035 -409
171,675   107,354 64,321
15,093   10,474 4,619
114,767   92,662 22,105
5,340   8,245 -2,905
15,861   24,128 -8,267
1,892   5,057 -3,165
12,951   13,994 -1,043
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
      47,110
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       971
b       40,630
c       5,438
d       76,254
e       -2,358
      34,932
      32,116
      3,438
      16,338
      2,669
      12,119
      1,501
      73,464
      7,847
      28,702
      2,954
      5,160
      5,613
      32,659
      8,448
      75,656
      124,680
      33,872
      2,854
      1,859
      8,448
      17,595
      28
      10,843
      12,160
      1,666
      6,804
      -133
      -8,148
      -514
      -154
      -208
      2,405
      -18,885
       
      2,817
      29,644
      2,097
      2,825
      -40,128
      2,848
      14,156
      269
      -226
      7,016
      165
      -3,032
      -220
      -20,765
      1,890
      283
      -63
      296
      -5,152
      66,649
      -618
      -1,633
      -37,373
      -1,105
      -20,488
      65
      2,030
      -5,923
      -98,398
      -36
      -4,871
      167
      -11,606
      -62,597
      14,713
      16,919
      26,990
      17,347
      -1,358
      4,949
      5,717
      12,598
      69,907
      2,696
      35,548
      103,205
      -2,803
      -29,756
      -1,940
      -545
      -2,474
      -46,715
      1,534
      724
      4,121
      -539
      -1,095
      1,086
      7,405
      1,569
      582
      -3,188
      -31,549
      -52,168
      801
      8,382
      703
      -7,001
      2,937
      16,486
      251
      15,600
      -409
      64,321
      4,619
      22,105
      -2,905
      -8,267
      -3,165
      -1,043
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 814,821
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 14,893
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 14,893
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 14,893
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 24,000
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 24,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 9,107
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax9,107 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 address  
14
The books are in care ofKEYBANK NA Telephone no. (216) 813-4548

Located at4900 TIEDEMAN RD OH-01-49-0381BROOKLYNOH ZIP+4441442302
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KEYBANK N A TRUSTEE
1 		96,933    
127 PUBLIC SQUARE
CLEVELAND,OH44114
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
18,853,645
b
Average of monthly cash balances.......................
1b
-75,340
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
18,778,305
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
18,778,305
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
281,675
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,496,630
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
924,832
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
924,832
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
14,893
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,893
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
909,939
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
909,939
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
909,939
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
915,499
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
915,499
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 7 909,939
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 2,624
b From 2021...... 0
c From 2022...... 139,973
d From 2023...... 53,966
e From 2024...... 0
f Total of lines 3a through e ........ 196,563
4Qualifying distributions for 2025 from Part
XI, line 4: $ 915,499
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 909,939
e Remaining amount distributed out of corpus 5,560
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 5 202,123
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) ... 		2,624
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		199,499
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 139,973
c Excess from 2023 .... 53,966
d Excess from 2024 .... 0
e Excess from 2025 .... 5,560
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

THE TIFFIN COMMUNITY FOUNDATION

31 S WASHINGTON ST
TIFFIN,OH448832350 		NONE   GENERAL OPERATING 356,106

TIFFIN SENECA LIBRARY FDN

77 JEFFERSON ST
TIFFIN,OH448832304 		NONE   GENERAL OPERATING 89,027

HEIDELBERG COLLEGE

310 E MARKET ST
TIFFIN,OH448832434 		NONE   GENERAL OPERATING 222,566

MERCY HOSPITAL OF TIFFIN

2525 CHERRY ST
TOLEDO,OH43608 		NONE   GENERAL OPERATING 89,027

FIRST PRESBYTERIAN CHURCH OF TIFFIN

96 S MONROE ST
TIFFIN,OH448832837 		NONE   GENERAL OPERATING 133,540
Total ................................. 3a 890,266
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 ....     14 333,995  
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 ............ 		    18 814,821  
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) ..   1,148,816  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,148,816
(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:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2025 InvestmentsOtherSchedule2
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
023135106 AMAZON COM INC AT COST 14,547 411,552
032095101 AMPHENOL CORP      
060505104 BANK OF AMERICA CORP AT COST 255,825 401,940
11135F101 BROADCOM INC AT COST 43,285 392,824
22160K105 COSTCO WHOLESALE COR AT COST 6,632 65,538
464287465 ISHARES MSCI EAFE IN AT COST 92,848 170,645
464287499 ISHARES RUSSELL MIDC AT COST 112,836 386,620
464287655 ISHARES RUSSELL 2000 AT COST 190,886 692,694
46432F842 ISHARES CORE MSCI EA AT COST 325,010 514,395
67066G104 NVIDIA CORP AT COST 63,035 794,117
701094104 PARKER HANNIFIN CORP      
92206C771 VANGUARD MTG-BACKED AT COST 396,386 348,392
998152330 CHARITABLE REAL ASSE AT COST 728,855 903,672
38141GVS0 GOLDMAN SACHS GROUP AT COST 77,860 54,368
91324P102 UNITEDHEALTH GROUP I AT COST 100,943 80,217
26442CAZ7 DUKE ENERGY CAROLINA AT COST 57,159 34,154
72369L107 PIONEER ILS INTERVAL AT COST 140,000 157,256
949746101 WELLS FARGO CO AT COST 139,433 326,759
35671D857 FREEPORT-MCMORAN INC AT COST 59,103 222,562
06051GHA0 BANK OF AMERICA CORP AT COST 84,371 56,014
037833100 APPLE INC AT COST 5,541 341,456
74256W584 PRINCIPAL MIDCAP FUN AT COST 186,111 403,870
478160BY9 JOHNSON & JOHNSONDTD AT COST 59,920 59,862
912810SF6 UNITED STATES TREAS AT COST 92,936 51,565
594918104 MICROSOFT CORP AT COST 199,474 782,014
998142411 CHARITABLE ALTERNATI AT COST 582,882 712,692
98419M100 XYLEM INC      
912828YB0 UNITED STATES TREAS AT COST 118,753 112,018
42809H107 HESS CORP      
912828Y95 UNITED STATES TREAS AT COST 100,364 99,044
46653M849 JOHCM INTERNATIONAL AT COST 348,750 417,000
91324PDT6 UNITEDHEALTH GROUP I AT COST 77,148 58,286
641224415 NEUBERGER BERMAN EME AT COST 185,298 297,247
72201U638 PIMCO MORTAGE OPP & AT COST 209,160 188,419
38142V845 GOLDMAN SACHS INTL E AT COST 623,991 857,543
9128284N7 UNITED STATES TREAS AT COST 133,261 128,146
13321L108 CAMECO CORP AT COST 40,766 404,660
3130AKXA9 FEDERAL HOME LN BANK AT COST 79,920 79,678
61746BDZ6 MORGAN STANLEYDTD 1/ AT COST 65,000 64,991
464287234 ISHARES MSCI EMERGIN AT COST 75,901 125,833
172967LU3 VR CITIGROUP INC AT COST 73,115 57,504
02079K305 ALPHABET INC AT COST 136,740 741,810
38141GWV2 GOLDMAN SACHS GROUP AT COST 63,782 59,648
75968NAD3 RENAISSANCERE HOLDIN AT COST 47,670 48,886
020002101 ALLSTATE CORP      
478160104 JOHNSON & JOHNSON AT COST 169,106 198,879
31428XCE4 FEDEX CORP AT COST 55,469 52,564
166756AR7 CHEVRON USA INC AT COST 48,768 50,077
40057KUL5 GS FINANCE CORP AT COST 350,000 597,765
166764100 CHEVRON CORP AT COST 76,673 159,573
912828U24 UNITED STATES TREAS AT COST 121,064 123,349
872590104 T-MOBILE US INC AT COST 111,596 150,859
438516106 HONEYWELL INTERNATIO AT COST 193,060 188,847
459200JZ5 INTERNATIONAL BUSINE AT COST 100,658 99,825
713448108 PEPSICO INC AT COST 216,134 193,752
037833EP1 APPLE INC DTD 8/8/20 AT COST 48,759 47,875
78409V104 S&P GLOBAL INC AT COST 97,489 139,532
912810RV2 US TREASURY TREAS BD AT COST 120,552 94,106
778296AF0 ROSS STORES INC AT COST 47,752 49,558
035240AG5 ANHEUSER-BUSCH INBEV AT COST 49,300 47,741
00287YCA5 ABBVIE INC AT COST 45,524 44,633
025816109 AMERICAN EXPRESS CO AT COST 109,064 261,185
229663109 CUBESMART      
337738108 FISERV INC      
36266G107 GE HEALTHCARE TECHNO AT COST 109,430 118,109
49177J102 KENVUE INC      
550021109 LULULEMON ATHLETICA      
912810QA9 UNITED STATES TREAS AT COST 103,301 100,229
912810RK6 UNITED STATES TREAS AT COST 57,949 53,115
912810SQ2 UNITED STATES TREAS AT COST 31,381 31,403
912810SY5 US TREASURY BONDS 2. AT COST 26,029 25,743
9128285M8 UNITED STATES TREAS AT COST 96,609 98,883
98980G102 ZSCALER INC      
H8817H100 TRANSOCEAN LTD AT COST 384,003 255,085
125523AH3 CIGNA CORP 4.375% 10 AT COST 49,448 50,455
16115Q308 CHART INDUSTRIES INC AT COST 140,425 208,911
268150109 DYNATRACE INC AT COST 191,808 155,807
37637K108 GITLAB INC AT COST 246,531 180,407
42250P103 HEALTHPEAK PROPERTIE      
452327109 ILLUMINA INC AT COST 244,161 259,697
516544103 LANTHEUS HOLDINGS IN      
532457108 LILLY ELI & CO      
651639106 NEWMONT MINING CORP AT COST 155,220 325,611
88339J105 TRADE DESK INC      
90384S303 ULTA BEAUTY INC AT COST 201,254 326,100
91282CJZ5 UNITED STATES TREAS AT COST 70,813 69,782
03523TBU1 ANHEUSER-BUSCH INBEV AT COST 60,920 62,115
125523CJ7 CIGNA CORP AT COST 68,377 71,095
149123101 CATERPILLAR INC DEL AT COST 147,136 232,012
26441C204 DUKE ENERGY CORP AT COST 170,668 163,860
291011104 EMERSON ELEC CO AT COST 148,066 152,893
3135GACJ8 FANNIE MAE AT COST 37,862 38,840
437076CC4 HOME DEPOT INC AT COST 47,783 48,996
459200GS4 INTERNATIONAL BUSINE AT COST 102,075 103,312
68233JAH7 ONCOR ELECTRIC DELIV AT COST 74,046 74,221
70450Y103 PAYPAL HOLDINGS INC AT COST 136,086 100,122
716973AF9 PFIZER INVT ENTERPRI AT COST 71,243 72,173
74251VAF9 PRINCIPAL FINANCIAL AT COST 71,226 71,787
761152107 RESMED INC AT COST 146,507 139,705
855244109 STARBUCKS CORP AT COST 147,149 146,610
879360105 TELEDYNE TECHNOLOGIE AT COST 186,619 189,992
912810QD3 UNITED STATES TREAS AT COST 87,648 88,787
912828Z94 UNITED STATES TREAS AT COST 45,037 45,926
91282CDY4 UNITED STATE TREAS N AT COST 65,508 66,888
91282CKJ9 UNITED STATES TREAS AT COST 75,564 75,923
95041AAG3 WELLTOWER OP LLC AT COST 75,077 76,544
G5960L103 MEDTRONIC PLC AT COST 151,820 144,474
N07059210 ASML HOLDING N V AT COST 204,944 264,255

TY 2025 OtherDecreasesSchedule
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 299
ROC ADJUSTMENT ON CY SALES 822
ROUNDING 4


TY 2025 TaxesSchedule
Name:
WHITE SHERMAN & VIRGINIA PFDN
EIN:
20-3970395
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,295 2,295   0
FEDERAL TAX PAYMENT - PRIOR YE 4,113 0   0
FEDERAL ESTIMATES - INCOME 24,000 0   0
FOREIGN TAXES ON NONQUALIFIED 1,548 1,548   0