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
THE SK WELLMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 6450 ROCKSIDE WOODS BLVD S 230
  Room/suite
City or town
INDEPENDENCE
State or province
OH
Country  
ZIP or foreign postal code
44131
A Employer identification number

34-6520032
B Telephone number (see instructions)

2166211180
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,968,493J 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) 1,908,328
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 191,779 191,779 191,779
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 548,831
b Gross sales price for all assets on line 6a 2,777,398
7 Capital gain net income (from Part IV, line 2)... 548,831
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
111 111 111
12 Total. Add lines 1 through 11........ 2,649,049 740,721 191,890
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,200 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
44,500 22,250 22,250 22,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
43,708 43,708 43,708 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,521 14,811 14,811 200
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 162,929 80,769 80,769 22,450
25 Contributions, gifts, grants paid....... 265,500 265,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 428,429 80,769 80,769 287,950
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,220,620
b Net investment income (if negative, enter -0-) 659,952
c Adjusted net income (if negative, enter -0-)... 111,121
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......... 9,559 9,729 9,729
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
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)....... 2,327,093 Click to see attachment
List of Attached Documents:
// Content
4,361,116 		5,648,631
c Investments—corporate bonds (attach schedule)....... 1,166,103 Click to see attachment
List of Attached Documents:
// Content
1,352,530 		1,310,133
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,502,755 5,723,375 6,968,493
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,502,755 5,723,375
29 Total net assets or fund balances (see instructions)..... 3,502,755 5,723,375
30 Total liabilities and net assets/fund balances (see instructions). 3,502,755 5,723,375
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,502,755
2
Enter amount from Part I, line 27a .....................
2
2,220,620
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,723,375
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,723,375
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 SHORT TERM P    
b LONG TERM P    
c
d
e
(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 434,722   417,401 17,321
b 2,342,676   1,811,166 531,510
c
d
e
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       17,321
b       531,510
c
d
e
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 2 548,831
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 17,321
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,173
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,173
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,173
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,800
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,373
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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 addressN/A
14
The books are in care ofLAURENCE A BARTELL Telephone no. (216) 621-1180

Located at6450 ROCKSIDE WOODS BLVD S 230INDEPENDENCEOH ZIP+444131
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
WILLIE MAE MURPHY TRUSTEE
0.50 		2,500 0 0
168 MARTIN PLACE
PEARL RIVER,NY10965
JOSHUA K PRYOR TRUSTEE
0.50 		2,500 0 0
1129 FOLSON STREET
SAN FRANCISCO,CA94103
SUZANNE W ERIKSON TRUSTEE
0.50 		2,700 0 0
2972 FULLER MOUNTAIN RD
NORTH FERRISBURGH,VT05473
LAURENCE A BARTELL TRUSTEE
0.50 		40,000 0 0
6450 ROCKSIDE WOODS BLVD S 230
INDEPENDENCE,OH44131
MCCLURE ERIKSON TRUSTEE
0.50 		2,500 0 0
PO BOX 66
NORTH FERRISBURGH,VT05473
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 THE FOUNDATION'S CHARITABLE ACTIVITY IS TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. DURING 2025 THE FOUNDATION MADE GRANTS TO 84 ORGANIZATIONS. 287,950
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.........................0
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
5,284,654
b
Average of monthly cash balances.......................
1b
168,049
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,452,703
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
5,452,703
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
81,791
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,370,912
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
268,546
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
268,546
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,173
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,173
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
259,373
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
259,373
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
259,373
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
287,950
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
287,950
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 7 259,373
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......  
b From 2021......  
c From 2022...... 37,329
d From 2023...... 47,642
e From 2024...... 68,512
f Total of lines 3a through e ........ 153,483
4Qualifying distributions for 2025 from Part
XI, line 4: $ 287,950
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..... 259,373
e Remaining amount distributed out of corpus 28,577
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 5 182,060
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 ...... 		182,060
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 37,329
c Excess from 2023 .... 47,642
d Excess from 2024 .... 68,512
e Excess from 2025 .... 28,577
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 e-mail address of the person to whom applications should be addressed:
LAURENCE A BARTELL
6450 ROCKSIDE WOODS BLVD S 230
INDEPENDENCE,OH44131
(216) 621-1180
bThe form in which applications should be submitted and information and materials they should include:
LAURENCE A. BARTELL NONE
cAny submission deadlines:
LAURENCE A. BARTELL APRIL 15TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LAURENCE A. BARTELL NONE
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN CANCER SOCIETY

PO BOX 1981
CLEVELAND,OH44106 		    PROVIDE SUPPORT FOR CANCER PATIENTS AND CAREGIVERS 2,500

BELLEFAIRE

22001 FAIRMOUNT BLVD
CLEVELAND HTS,OH44118 		    AID TO NEEEY 5,000

BLOSSOM HILL

28700 CENTER RIDGE RD
WESTLAKE,OH44145 		    CARE FOR DISABLED ADULTS AND THEIR FAMILIES 2,000

BOYS AND GIRLS CLUBS OF NORTHEAST OHIO

6114 BROADWAY AVENUE
CLEVELAND,OH44127 		    YOUTH DEVELOPMENT 3,000

BUILDING HOPE IN THE CITY

2038 W 29TH ST
CLEVELAND,OH44113 		    COMMUNITY OUTREACH 4,000

CAMP HO MITA KODA

14040 AUBURN RD
NEWBURY TOWNSHIP,OH44065 		    YOUTH CAMP 3,000

CASA COURT APPOINTED SPECIAL ADVOCATES

12200 FAIRHILL RD SUITE E193
CLEVELAND,OH44120 		    ADVOCATE FOR CHILDREN IN COURT 2,500

CENTRAL SCHOOL OF PRACTICAL NURSING

4600 CARNEGIE AVE
CLEVELAND,OH44103 		    SCHOLARSHIP SUPPORT 500

CLEVELAND ANGELS

25935 DETROIT ROAD 220
CLEVELAND,OH44145 		    COMMUNITY OUTREACH 3,000

CLEVELAND ANIMAL PROTECTIVE LEAGUE

1729 WILLEY AVE
CLEVELAND,OH44113 		    FOSTERING ANIMAL ADOPTION 5,000

CLEVELAND HEARING AND SPEECH CENTER

11635 EUCLID AVE
CLEVELAND,OH44106 		    EDUCATIONAL PROGRAMS 3,000

CLEVELAND INSTITUTE OF ART

11141 EAST BLVD
CLEVELAND,OH44106 		    SCHOLARSHIPS 3,500

CLEVELAND INSTITUTE OF MUSIC

11021 EAST BLVD
CLEVELAND,OH44106 		    SCHOLARSHIPS 2,500

CLEVELAND METROPARKS

4101 FULTON PARKWAY
CLEVELAND,OH44140 		    NATURE PRESERVATION 7,000

CLEVELAND MUSEUM OF NATURAL HISTORY

ONE WADE OVAL DRIVE
CLEVELAND,OH44106 		    HISTORICAL PRESERVATION 3,000

CLEVELAND PLAYHOUSE

1901 E 13TH ST
CLEVELAND,OH44114 		    ART EDUCATION AND COMMUNITY OUTREACH 2,000

CLEVELAND RAPE CRISIS CENTER

1370 ONTARIO STREET
CLEVELAND,OH44115 		    SUPPORT FOR ABUSED WOMEN 8,000

CLEVELAND SCHOOL OF THE ARTS

10825 EAST BLVD
CLEVELAND,OH44106 		    EDUCATIONAL SUPPORT 3,000

CLEVELAND SIGHT CENTER

1909 EAST 101 ST
CLEVELAND,OH44106 		    AID TO THE BLIND 3,000

CLEVELAND ZOOLOGICAL SOCIETY

3900 WILDLIFE WAY
CLEVELAND,OH44109 		    EDUCATIONAL PROGRAMS 4,000

COLLEGE NOW

50 PUBLIC SQUARE
CLEVELAND,OH44113 		    SCHOLARSHIPS 3,000

CUYAHOGA COMMUNITY COLLEGE

700 CARNEGIE AVE
CLEVELAND,OH44115 		    SCHOLARSHIPS 4,000

EDEN HOUSE

7812 MADISON AVENUE
CLEVELAND,OH44102 		    HOUSING SUPPORT 5,000

EPILEPSY ASSOCIATION

2831 PROSPECT AVE
CLEVELAND,OH44115 		    MEDICAL RESEARCH 2,000

ESPERANZA

3104 WEST 25TH STREET
CLEVELAND,OH44109 		    CULTURAL DIVERSITY 3,000

EVERSIGHT

6700 EUCLID AVENUE SUITE 101
CLEVELAND,OH44103 		    SIGHT RESTORATION 3,000

FAMILY PROMISE OF GREATER CLEVELAND

2592 WEST 14TH STREET
CLEVELAND,OH44113 		    AID TO HOMELESS 4,000

FIELDSTONE FARM- THERAPEUTIC RIDING CENTER

16497 SNYDER RD
CHAGRIN FALLS,OH44023 		    THERAPY SUPPORT 5,000

FOSTERING HOPE

5351-C NAIMAN PARKWAY
SOLON,OH44139 		    COMMUNITY OUTREACH 2,000

FRONT STEPS

1545 WEST 25TH STREET
CLEVELAND,OH44113 		    AID TO HOMELESS 3,000

GIRLS ON THE RUN

8929 BRECKSVILLE ROAD
BRECKSVILLE,OH44141 		    COMMUNITY OUTREACH 2,000

GREAT LAKES SCIENCE CENTER

601 ERIESIDE AVENUE
CLEVELAND,OH44114 		    EDUCATIONAL SUPPORT 3,000

GREATER CLEVELAND FOOD BANK

13815 COIT ROAD
CLEVELAND,OH44110 		    NUTRITIONAL SUPPORT 5,000

GREATER CLEVELAND VOLUNTEERS

4415 EUCLID AVE
CLEVELAND,OH44103 		    MEDICAL RESEARCH 1,000

HAPPY TRAILS FARM ANIMAL SANCTUARY

5623 NEW MILFORD RD
RAVENNA,OH44266 		    ANIMAL RESCUE 4,000

HOLDEN FORESTS & GARDENS

11030 EAST BOULEVARD
CLEVELAND,OH44106 		    EDUCATIONAL SUPPORT 2,000

HOSPICE OF THE WESTERN RESERVE

300 EAST 185TH STREET
CLEVELAND,OH44119 		    AID TO TERMINALLY ILL 5,000

IDEASTREAMWVIZ

1375 EUCLID AVENUE
CLEVELAND,OH44115 		    COMMUNITY OUTREACH 2,000

JENNINGS

10204 GRANGER ROAD
GARFIELD HEIGHTS,OH44125 		    MEDICAL AID TO ELDERLY 3,000

LAKE ERIE INK

2843 WASHINGTON BOULEVARD
CLEVELAND HEIGHTS,OH44118 		    WRITING SPACE FOR YOUTH 2,000

LAKE ERIE NATURE & SCIENCE CENTER

28728 WOLF ROAD
BAY VILLAGE,OH44140 		    COMMUNITY OUTREACH 3,000

LIFE ACT

29425 CHAGRIN BLVD 203
CLEVELAND,OH44122 		    SUICIDE PREVENTION 3,000

MALACHI HOUSE

2416 SUPERIOR AVE
CLEVELAND,OH44113 		    AID TO NEEDY 8,000

MEDWISHMEDWORKS

1625 EAST 31ST STREET
CLEVELAND,OH44114 		    REPURPOSE MEDICAL EQUIPMENT 5,000

NEIGHBORHOOD FAMILY PRACTICE

4115 BRIDGE AVENUE SUITE 300
CLEVELAND,OH44113 		    MEDICAL AID TO NEEDY 3,000

PATHWAY CARING FOR CHILDREN

25300 LORAIN RD SUITE 330
NORTH OLMSTEAD,OH44070 		    SUPPORT FOR FOSTER CARE, ADOPTION AND MENTAL HEALTH NEEDS 3,000

PLANNED PARENTHOOD

206 EAST STATE ST
COLUMBUS,OH43215 		    EDUCATIONAL PROGRAMS 2,000

PROVIDENCE HOUSE

2037 WEST 32ND STREET
CLEVELAND,OH44113 		    AID TO NEEDY 2,000

RESCUE VILLAGE

15463 CHILLICOTHE ROAD
NOVELTY,OH44072 		    ANIMAL WELFARE 2,000

SALVATION ARMY OF CLEVELAND

2507 EAST 22ND STREET
CLEVELAND,OH44115 		    AID TO NEEDY 8,000

SEEDS OF LITERACY

3104 W 25TH STREET 3RD FLOOR
CLEVELAND,OH44109 		    EDUCATIONAL SUPPORT 3,000

SILVER FUR K9 RESCUE & RETIREMENT

2600 FORMAN ROAD
AUSTINBURG,OH44010 		    RESCUE FOR SENIOR DOGS 4,000

ST MARTIN DE PORRES

1100 EAST 63RD STREET
CLEVELAND,OH44115 		    EDUCATIONAL SCHOLARSHIPS 5,000

STELLA MARIS

1320 WASHINGTON AVENUE
CLEVELAND,OH44113 		    SUPPORT FOR RECOVERY 3,000

THE CLEVELAND ORCHESTRA

11001 EUCLID AVENUE
CLEVELAND,OH44106 		    PROVIDE SUPPORT THROUGH MUSIC 2,000

THE GATHERING PLACE

23300 COMMERCE PARK
BEACHWOOD,OH44122 		    COMMUNITY OUTREACH 2,000

THE LITTLEST HEROES

PO BOX 470188
CLEVELAND,OH44147 		    SUPPORT CHILDREN BATTLING CANCER 4,000

THE METROHEALTH FOUNDATION

2500 METROHEALTH DRIVE
CLEVELAND,OH44109 		    BEHAVIORAL HEALTH HOSPICE 2,000

UNITED CEREBRAL PALSY

10011 EUCLID AVE
CLEVELAND,OH44106 		    MEDICAL RESEARCH 2,000

UNITED WAY

1331 EUCLID AVENUE
CLEVELAND,OH44115 		    HOUSING AND HEALTHCARE SUPPORT 2,000

UNIVERSITY HOSPITALS - RAINBOW

11100 EUCLID AVE
CLEVELAND,OH44106 		    YOUTH CARE AND DEVELOPMENT 10,000

VOCATIONAL GUIDANCE SERVICES

2239 EAST 55TH STREET
CLEVELAND,OH44103 		    PATHWAYS TO EMPLOYMENT FOR DISABLED 2,000

WAGS 4 KIDS

112 EAST CENTER STREET
BEREA,OH44017 		    SERVICE DOGS FOR CHILDREN 2,000

YOUTH CHALLENGE

800 SHARON DRIVE
WESTLAKE,OH44122 		    ADAPTIVE SPORTS 2,000

YOUTH OPPORTUNITIES UNLIMITED

1228 EUCLID AVE SUITE 200
CLEVELAND,OH44115 		    SUPPORT TEENS AND YOUNG ADULTS 2,000

A KID AGAIN

9347 RAVENNA ROAD UNIT D
TWINSBURG,OH44087 		    SUPPORTS COST FREE ADVENTURES FOR CHILDREN WITH LIFE THREATENING CONDITIONS 2,000

ACHIEVEMENT CENTERS FOR CHILDREN

4255 NORTHFIELD ROAD
HIGHLAND HILLS,OH44128 		    EMPOWERING CHILDREN AND ADULTS THROUGH HOLISTIC AND FAMILY FOCUSED SERVICES 2,000

ADOPTION NEWTORK

2592 W 14TH ST
CLEVELAND,OH44113 		    SERVICES AND SUPPORT NEEDED FOR BUILDING FAMILIES, HEALING TRAUMA AND BUILDING AWARENESS 2,000

BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND

14837 DETROIT AVE 292
LAKEWOOD,OH44107 		    SUPPORTING MENTORING RELATIONSHIPS TO IGNITE THE POWER AND PROMISE OF YOUTH 3,000

CATHOLIC CHARITIES

7911 DETROIT AVE
CLEVELAND,OH44102 		    SUPPORT THE WELLNESS WARRIORS PROGRAM FOR ADULTS WITH DISABILITIES 3,500

CHILDRENS MUSEUM OF CLEVELAND

3813 EUCLID AVE
CLEVELAND,OH44115 		    SUPPORT THE CONTINUATION OF THE STEM KIDS EDUCATIONAL ACCESS PROGRAM 2,000

CLEVELAND POPS ORCHESTRA

23245 MERCANTILE ROAD SUITE B
BEACHWOOD,OH44122 		    SUPPORT EDUCATIONAL PROGRAMS TO DEVELOP AN ENDURING APPRECIATION OF MUSIC IN NORTHEAST OHIO 3,000

CLEVELAND STATE UNIVERSITY

2121 EUCLID AVE
CLEVELAND,OH44115 		    SUPPORT STUDENTS, ESPECIALLY THOSE FROM LOW-INCOME, MINORITY OR INTERNATIONAL BACKGROUNDS 3,000

CORNERSTONE OF HOPE

5905 BRECKSVILLE ROAD
INDEPENDENCE,OH44131 		    PROFESSIONAL BEREAVEMENT & TRAUMA SUPPORT 2,000

CUYAHOGA COUNTY PUBLIC LIBRARY

2111 SNOW RD
CLEVELAND,OH44115 		    PROVIDING OPPORTUNITIES TO READ, LEARN, CREATE AND CONNECT WITHIN OUR COMMUNITIES 3,000

FINE ARTS ASSOCIATION

38660 MENTOR AVE
WILLOUGHBY,OH44094 		    PROVIDING INSTRUCTION IN MUSIC, DANCE, THEATRE, VISUAL ARTS AND CREATIVE ARTS THERAPIES 1,000

HOPE IGNITES

9619 GARFIELD BLVD
GARFIELD HEIGHTS,OH44125 		    PROVIDES ACADEMIC ENRICHMENT, SOCIAL EMOTIONAL LEARNING AND COLLEGE AND CAREER PATHWAYS 2,500

NEAR WEST THEATRE

6702 DETROIT AVE
CLEVELAND,OH44102 		    SUPPORT THE THEATRE'S CONTINUED ESSENTIAL IN-SCHOOL ARTS EDUCATION AND ENRICHMENT PROGRAM 1,000

NEWBRIDGE PLACE

645 WOOSTER ST
LODI,OH44254 		    SUPPORTIVE HOUSING FOR LOW-INCOME MENTALLY ILL VETERANS PROJECT 3,000

OUR LADY OF THE WAYSIDE

38023 COLORADO AVE
AVON,OH44011 		    SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES 2,000

PROJECT HOME FOR THE HOMELESS

28700 EUCLID AVE
WICKLIFFE,OH44092 		    PROVIDE ASSISTANCE TO HELP OUR DISADVANTAGED NEIGHBORS TURN THEIR LIVES AROUND 2,000

TEACH FOR AMERICA

2814 DETROIT AVE
CLEVELAND,OH44113 		    PARTNERS WITH LOCAL COMMUNITIES TO ENHANCE EDUCATIONAL OPPORTUNITIES FOR STUDENTS FACING POVERTY 1,000

THE CLEVELAND MUSEUM OF ART

11150 EAST BLVD
CLEVELAND,OH44106 		    SUPPORT THE CMA EDUCATION AND COMMUNITY PROGRAMS 1,000

THE FISHING FOUNDATION

129 THE MALL
BEREA,OH44017 		    SUPPORT OUR IN-PERSON FISHING PROGRAM AND EXPANDING OUR OUTREACH EFFORTS 1,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 EAST BLVD
CLEVELAND,OH44106 		    SUPPORTING EDUCATIONAL PROGRAMMING. THROUGH COLLABORATION WITH CULTURAL AND HISTORICAL ORGANIZATIONS 2,000

THE MUSIC SETTLEMENT

11125 MAGNOLIA DRIVE
CLEVELAND,OH44106 		    CREATED AS A WAY TO WELCOME IMMIGRANTS AND THEIR CHILDREN TO CLEVELAND AND UNITE THEM THROUGH THE COMMON LANGUAGE OF MUSIC 2,000

JOURNEY CENTER FOR SAFETY & HEALING

PO BOX 5466
CLEVELAND,OH44101 		    SERVES INDIVIDUALS IN CUYAHOGA COUNTY WHO ARE VICTIMS OF CHILD SEXUAL AND PHYSICAL ABUSE, DATING VIOLENCE, PARTNER VIOLENCE 3,000
Total ................................. 3a 265,500
bApproved for future payment
Total ................................. 3b 0
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 ....     18 191,779  
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 .....     14 111  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 548,831  
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) .. 0 740,721 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
740,721
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE SK WELLMAN FOUNDATION
 
Employer identification number

34-6520032
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
THE SK WELLMAN FOUNDATION
  		Employer identification number
34-6520032
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ESTATE OF EMILY ZEIDERS
 
463 OVERLOOK RD
 
GATES MILLS, OH44040

$ 1,908,328


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE SK WELLMAN FOUNDATION
  		Employer identification number

34-6520032
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARKETABLE SECURITIES $ 1,244,407 2025-08-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE SK WELLMAN FOUNDATION
  		Employer identification number

34-6520032
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 44,500 22,250 22,250 22,250

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Name of Bond End of Year Book Value End of Year Fair Market Value
FLEXSHARES TR IBOXX 3 YEAR 133,164 132,330
MFB NORTHERN FUNDS FIXED 92,851 86,323
MFC FLEXSHARES ULTRA-SHORT 449,422 452,220
MFO BLACKROCK FDS HIGH YIELD 407,497 398,876
MFO BLACKROCK FUNDS V FLTG RATE INCOME 98,424 97,221
MFO DOUBLELINE CORE FIXED INCOME FUND 88,649 76,676
MFO VANGUARD INFLATION 82,523 66,487

TY 2025 InvestmentsCorpStockSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Name of Stock End of Year Book Value End of Year Fair Market Value
ADYEN N V ADR 1,077 2,236
AIA GROUP 3,206 4,801
AIR LIQUIDE 675 1,728
ALCON AG COM 1,801 2,207
ALFA LAVAL 1,225 2,813
ALLIANZ SE ADR 2,361 6,440
ASML HOLDING NV NY (ASML) 5,764 7,489
ATLAS COPCO 478 1,630
BAE SYS PLC SPONSORED (BAESY) 3,537 3,529
BANCO BILBAO 947 3,310
CANADIAN NATIONAL RY CO 767 1,285
CHUGAI PHARMACEUTICALS CO 2,123 4,124
COLOPLAST A/S 1,509 1,020
COMPASS GROUP PLC SPON ADR (CMPGY) 1,795 1,663
CONTEMPORARY AMPEREX TECHNOLOGY CO LTD 3,212 3,369
CREDICORP LTD COM STK (BAP) 1,417 2,870
DAIFUKU CO 1,201 1,954
DASSAULT SYS 1,493 1,396
DBS GROUP HOLDINGS 2,038 7,200
DISCO CORP 4,691 4,904
EPIROC AN UNSPOON ADS 1,087 2,572
FOMENTO 3,402 4,750
GDR ASSA ABLOY AB ADR (ASAZY) 1,372 2,394
GENMAB A/S SPONSORED ADR 2,889 2,310
GRUPO FIANCIERO BANORTE 1,672 1,810
HAIER SMART HOME CO LTD ADR 1,845 1,968
HALEON PLC ADR (HLN) 2,870 3,539
HDFC BK LTD 4,770 5,481
ISHARES CORE S&P 500 887,825 958,916
LASERTEC CORP 3,380 4,063
LOREAL CO 1,440 3,426
M3 INC ADR 1,763 1,505
MANULIFE FINANCIAL CORP 1,765 3,664
MERCADOLIBRE INC 1,548 2,014
MFB NORTHERN EMERGING 209,888 245,503
MFB NORTHERN GLOBAL R/E 46,176 51,047
MFB NORTHERN STOCK INDEX 552,247 998,661
MFC DIMENSIONAL INTERNATIONAL VALUE 223,224 299,400
MFC FLEXSHARES MORNINGSTAR GBL 68,977 105,455
MFC FLEXSHARES STOXX GLOBAL 167,165 193,632
MFC ISHARES RUSSELL 1000 VALUE 632,812 780,945
MFC ISHARES RUSSELL 2000 114,172 246,160
MFC ISHARES RUSSELL MIDCAP 53,497 235,862
MFC ISHARES TR GLOBAL INFRASTRUCTURE 196,069 205,556
MFC VANGUARD INTL EQUITY INDEX 207,920 215,040
NETLEASE INC 2,027 2,615
NICE LTD 3,424 3,052
NORTHERN FUNDS US GOV'T MONEY MARKET FUNDSINGLE CL 66,023 66,023
NOVARTIS AG 1,715 1,930
NOVZYMES 1,089 1,336
OBIC CO LTD 2,297 2,009
PERUSAHAAN PERSEROAN PERSERO 1,922 1,958
PING AN AMERICAN INSURANCE SPONSORED 2,429 2,064
PJSC LUKOIL SPONSORED ADR 10,708 884
RIO TINTO PLC 2,360 3,681
ROCHE HOLDINGS 2,526 4,022
ROYAL DUTCH SHELL PLC 3,641 4,923
RYAMAOR HLDGS 1,770 2,166
SAFRAN 1,780 1,915
SCHNEIDER ELECTRIC 3,459 5,054
SD HLDG CO LTD 1,382 1,207
SEA LTD 1,696 1,148
SHIONOGI & CO LTD 1,723 1,778
SONOVA HOLDINGS 641 1,241
SONY GROUP CORPORATION SPON ADS EACH REPR 2,424 3,635
SYMRISE AG 1,151 1,408
SYSMEX CORP 3,126 1,697
TAIWAN SEMICONDUCTOR MRG CO 771 7,597
TECHTRONIC INDS 1,601 1,267
TENCENT HLDGS LTD 4,903 6,583
UNICHARM CORP 2,244 1,217
VANGUARD FTSE DEVELOPED MARKETS ETF 801,192 874,580

TY 2025 OtherIncomeSchedule2
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 111 111 111


TY 2025 OtherProfessionalFeesSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 120 120 120 0
NORTHERN TRUST INVESTMENT MGMT 43,588 43,588 43,588 0


TY 2025 TaxesSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,251 4,251 4,251 0
OHIO FEE 200 0 0 200
PROPERTY TAXES 10,560 10,560 10,560 0
EXCISE TAX 9,510 0 0 0