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
MOTHER BEAR CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 110 MAIN ST
  Room/suite
City or town
EVANSVILLE
State or province
IN
Country  
ZIP or foreign postal code
47708
A Employer identification number

46-1338637
B Telephone number (see instructions)

8124285120
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)$3,445,325J 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) 2,840
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 64,950 64,950  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 529,360
b Gross sales price for all assets on line 6a 1,109,832
7 Capital gain net income (from Part IV, line 2)... 529,360
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).......      
12 Total. Add lines 1 through 11........ 597,150 594,310 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 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
2,840 1,420 0 1,420
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,846 9,423 0 9,423
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,066 1,066 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,087 382 0 1,705
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,839 12,291 0 12,548
25 Contributions, gifts, grants paid....... 143,309 143,309
26 Total expenses and disbursements. Add lines 24 and 25 ................ 168,148 12,291 0 155,857
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 429,002
b Net investment income (if negative, enter -0-) 582,019
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......... 172,739 572,494 572,494
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)....... 993,234 Click to see attachment
List of Attached Documents:
// Content
724,635 		1,837,158
c Investments—corporate bonds (attach schedule)....... 276,274 Click to see attachment
List of Attached Documents:
// Content
342,112 		342,323
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 349,013 Click to see attachment
List of Attached Documents:
// Content
581,021 		693,350
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) 1,791,260 2,220,262 3,445,325
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 1,791,260 2,220,262
29 Total net assets or fund balances (see instructions)..... 1,791,260 2,220,262
30 Total liabilities and net assets/fund balances (see instructions). 1,791,260 2,220,262
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
1,791,260
2
Enter amount from Part I, line 27a .....................
2
429,002
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,220,262
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
2,220,262
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 ALPHABET INC CAP STOCK P 2019-09-12 2025-07-25
b AMAZON.COM INC P 2025-04-10 2025-07-25
c AMAZON.COM INC P 2025-06-03 2025-07-25
d APPLE INC COM P 2005-10-12 2025-07-25
e APPLE INC COM P 2006-03-21 2025-07-25
ARTISAN INTERNATIONAL INSTITUATIONAL P 2019-02-11 2025-07-28
ARTISAN INTERNATIONAL INSTITUATIONAL P 2019-09-17 2025-07-28
BANK OF AMERICA CORP COM P 2019-09-12 2025-07-25
BERKSHIRE HATHAWAY INC P 2019-09-12 2025-02-28
BERKSHIRE HATHAWAY INC P 2019-09-12 2025-07-25
CARMAX INC COM P 2019-09-12 2025-07-25
DANAHER CORP COM P 2025-02-28 2025-07-25
DISNEY WALT CO COM P 2019-09-12 2025-07-25
DISNEY WALT CO COM P 2020-02-28 2025-07-25
CARMAX INC COM P 2024-04-24 2025-07-25
EXPEDITORS INTL WASH INC COM P 2019-09-12 2025-07-25
META PLATFORMS INC P 2020-05-05 2025-07-25
FASTENAL CO COM P 2019-09-12 2025-04-10
FASTENAL CO COM P 2019-09-12 2025-07-25
GE VERNOVA INC COM P 2014-11-18 2025-06-03
GE VERNOVA INC COM P 2015-04-27 2025-06-03
GE VERNOVA INC COM P 2024-04-09 2025-06-03
GE VERNOVA INC COM P 2024-04-09 2025-07-25
GE VERNOVA INC COM P 2024-04-09 2025-10-17
GE AEROSPACE P 2014-11-18 2025-02-28
GE AEROSPACE P 2015-01-26 2025-02-28
GE AEROSPACE P 2015-04-27 2025-02-28
GE AEROSPACE P 2015-07-27 2025-02-28
GE AEROSPACE P 2021-11-05 2025-02-28
GE AEROSPACE P 2017-07-25 2025-02-28
GE AEROSPACE P 2017-10-25 2025-02-28
GE AEROSPACE P 2018-01-25 2025-02-28
GE AEROSPACE P 2018-04-25 2025-02-28
GE AEROSPACE P 2021-11-05 2025-07-25
HOME DEPOT INC COM P 2019-09-12 2025-07-25
JPMORGAN CHASE & CO COM P 2019-09-12 2025-07-25
JPMORGAN CHASE & CO COM P 2019-09-17 2025-01-23
JPMORGAN CHASE & CO COM P 2019-02-12 2025-07-15
JOHNSON & JOHNSON COM P 2021-11-23 2025-07-25
MICROSOFT CORP COM P 2019-09-12 2025-07-25
O REILLY AUTOMOTIVE INC P 2019-09-12 2025-04-10
O REILLY AUTOMOTIVE INC P 2019-09-12 2025-07-25
OMNICOM GROUP INC COM P 2019-02-11 2025-07-25
OMNICOM GROUP INC COM P 2019-09-12 2025-07-25
PARKER HANNIFIN CORP COM P 2023-04-28 2025-07-25
PROGRESSIVE CORP OH COM P 2019-09-12 2025-02-28
PROGRESSIVE CORP OH COM P 2019-09-12 2025-07-25
PROGRESSIVE CORP OH COM P 2020-01-10 2025-07-25
SCHWAB CHARLES CORP NEW COM P 2020-08-25 2025-07-25
SCHWAB CHARLES CORP NEW COM P 2023-04-28 2025-07-25
TJX COS INC NEW COM P 2019-09-12 2025-07-25
US BANCORP DEL COM NEW P 2019-02-11 2025-02-28
US BANCORP DEL COM NEW P 2019-09-12 2025-02-28
UNION PAC CORP COM P 2019-09-12 2025-07-25
WELLS FARGO & CO NEW COM P 2019-09-12 2025-07-25
TE CONNECTIVITY PLC ORD SHS P 2019-09-12 2025-07-25
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 41,708   13,321 28,387
b 6,952   5,414 1,538
c 12,745   11,386 1,359
d 22,425   187 22,238
e 20,289   216 20,073
49,114   40,000 9,114
53,730   50,750 2,980
10,425   6,398 4,027
12,670   5,289 7,381
36,292   15,868 20,424
11,525   16,501 -4,976
17,480   17,609 -129
24,316   27,526 -3,210
3,040   2,896 144
607   704 -97
11,662   7,531 4,131
28,539   8,375 20,164
19,806   8,914 10,892
20,248   7,148 13,100
5,421   1,525 3,896
250   70 180
16,864   4,551 12,313
51,504   10,575 40,929
17,958   3,966 13,992
9,231   5,968 3,263
450   267 183
416   269 147
442   271 171
823   270 553
489   299 190
579   302 277
387   153 234
437   154 283
42,079   10,352 31,727
35,670   22,242 13,428
56,597   22,458 34,139
25,000   25,000 0
25,000   25,000 0
22,725   21,720 1,005
49,083   13,109 35,974
20,445   5,915 14,530
34,336   9,202 25,134
6,107   5,923 184
11,832   12,525 -693
33,277   14,616 18,661
33,373   9,269 24,104
42,552   13,131 29,421
3,755   1,108 2,647
9,698   3,575 6,123
26,670   14,325 12,345
19,580   8,809 10,771
14,645   15,933 -1,288
16,737   20,109 -3,372
13,518   10,072 3,446
14,319   8,297 6,022
28,026   13,109 14,917
15,984     15,984
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       28,387
b       1,538
c       1,359
d       22,238
e       20,073
      9,114
      2,980
      4,027
      7,381
      20,424
      -4,976
      -129
      -3,210
      144
      -97
      4,131
      20,164
      10,892
      13,100
      3,896
      180
      12,313
      40,929
      13,992
      3,263
      183
      147
      171
      553
      190
      277
      234
      283
      31,727
      13,428
      34,139
      0
      0
      1,005
      35,974
      14,530
      25,134
      184
      -693
      18,661
      24,104
      29,421
      2,647
      6,123
      12,345
      10,771
      -1,288
      -3,372
      3,446
      6,022
      14,917
      15,984
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 2 529,360
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 8,090
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 8,090
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 8,090
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,713
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 4,713
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 3,377
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)
IN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofERIC MILLER Telephone no. (812) 428-5120

Located at110 MAIN STREETEVANSVILLEIN ZIP+447708
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
MARILYN O'DANIEL PRESIDENT
1.00 		0 0 0
110 MAIN STREET
EVANSVILLE,IN47708
JOHN ENGELBRECHT SECRETARY & TREASURER
1.00 		0 0 0
110 MAIN STREET
EVANSVILLE,IN47708
TRENT ENGBERS DIRECTOR
1.00 		0 0 0
110 MAIN STREET
EVANSVILLE,IN47708
ERIC MILLER DIRECTOR
1.00 		0 0 0
110 MAIN STREET
EVANSVILLE,IN47708
RILEY COX DIRECTOR
1.00 		0 0 0
110 MAIN STREET
EVANSVILLE,IN47708
AMY CANTERBURY DIRECTOR
1.00 		0 0 0
110 MAIN STREET
EVANSVILLE,IN47708
TAD DICKEL DIRECTOR
1.00 		0 0 0
110 MAIN STREET
EVANSVILLE,IN47708
RON RYAN DIRECTOR
1.00 		0 0 0
110 MAIN STREET
EVANSVILLE,IN47708
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.........................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
2,850,649
b
Average of monthly cash balances.......................
1b
416,465
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,267,114
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
3,267,114
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
49,007
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,218,107
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
160,905
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
160,905
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,090
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,090
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
152,815
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
152,815
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
152,815
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
155,857
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
155,857
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 7 152,815
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......  
d From 2023......  
e From 2024...... 8,229
f Total of lines 3a through e ........ 8,229
4Qualifying distributions for 2025 from Part
XI, line 4: $ 155,857
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..... 152,815
e Remaining amount distributed out of corpus 3,042
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 11,271
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 ...... 		11,271
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 .... 8,229
e Excess from 2025 .... 3,042
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).)
MARILYN O'DANIEL
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

BOY SCOUTS OF AMERICA

3501 E LLOYD EXPY
EVANSVILLE,IN47715 		NONE   UNRESTRICTED DONATIONS 9,750

BOYS AND GIRLS CLUB OF EVANSVILLE

700 BELLEMEADE AVENUE
EVANSVILLE,IN47713 		NONE   UNRESTRICTED DONATIONS 10,211

EVANSVILLE CHRISTIAN SCHOOL INC

10644 LINCOLN
NEWBURGH,IN47630 		NONE   UNRESTRICTED DONATIONS 5,750

HIGHLAND ELEMENTARY

6701 DARMSTADT ROAD
EVANSVILLE,IN47710 		NONE   UNRESTRICTED DONATIONS 4,921

HOLY ROSARY CATHOLIC SCHOOL

1301 S GREEN RIVER ROAD
EVANSVILLE,IN47715 		NONE   UNRESTRICTED DONATIONS 3,746

ISAIAH 117 HOUSE VANDERBURGH COUNTY

PO BOX 842
ELIZABETHTON,TN37644 		NONE   UNRESTRICTED DONATIONS 20,000

OZANAM FAMILY SHELTER CORP

1100 READ STREET
EVANSVILLE,IN47710 		NONE   UNRESTRICTED DONATIONS 15,000

ST BENEDICT CATHEDRAL SCHOOL

1328 LINCOLN AVENUE
EVANSVILLE,IN47714 		NONE   UNRESTRICTED DONATIONS 4,600

ST JOHN THE BAPTIST CATHOLIC SCHOOL

725 FRAME ROAD
NEWBURGH,IN47630 		NONE   UNRESTRICTED DONATIONS 16,911

ST JOSEPH CATHOLIC SCHOOL

6130 W ST JOSEPH ROAD
EVANSVILLE,IN47720 		NONE   UNRESTRICTED DONATIONS 1,065

ST PHILIP CATHOLIC SCHOOL

3420 ST PHILIP ROAD S
MT VERNON,IN47620 		NONE   UNRESTRICTED DONATIONS 623

ANNUNCIATION CATHOLIC HIGH SCHOOL

3101 BAYARD PARK DR
EVANSVILLE,IN47714 		NONE   UNRESTRICTED DONATIONS 3,200

CORPUS CHRISTI CATHOLIC CHURCH

5528 HOGUE RD
EVANSVILLE,IN47712 		NONE   UNRESTRICTED DONATIONS 9,606

THE ARC OF EVANSVILLE

615 W VIRGINIA ST
EVANSVILLE,IN47710 		NONE   UNRESTRICTED DONATIONS 5,500

GOOD SHEPHERD CATHOLIC CHURCH

2301 N STOCKWELL RD
EVANSVILLE,IN47715 		NONE   UNRESTRICTED DONATIONS 2,743

HABITAT FOR HUMANITY OF EVANSVILLE

560 E DIAMOND AVE
EVANSVILLE,IN47711 		NONE   UNRESTRICTED DONATIONS 1,000

NORTH HIGH SCHOOL

15331 US-41
EVANSVILLE,IN47725 		NONE   UNRESTRICTED DONATIONS 1,502

RESURRECTION CATHOLIC CHURCH

5301 NEW HARMONY RD
EVANSVILLE,IN47720 		NONE   UNRESTRICTED DONATIONS 2,778

STRINGTOWN ELEMENTARY SCHOOL

4720 STRINGTOWN RD
EVANSVILLE,IN47711 		NONE   UNRESTRICTED DONATIONS 5,023

ST JAMES SCHOOL

12394 S 40 W
HAUBSTADT,IN47639 		NONE   UNRESTRICTED DONATIONS 18,585

ST WENDEL CATHOLIC CHURCH

4725 ST WENDEL CYNTHIANA RD
WADESVILLE,IN47638 		NONE   UNRESTRICTED DONATIONS 795
Total ................................. 3a 143,309
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 ....     14 64,950  
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 ............ 		    18 529,360  
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) .. 0 594,310 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
594,310
(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
MOTHER BEAR CHARITABLE FOUNDATION INC
 
Employer identification number

46-1338637
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
MOTHER BEAR CHARITABLE FOUNDATION INC
  		Employer identification number
46-1338637
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
MARILYN O'DANIEL
 
110 MAIN ST
 
EVANSVILLE, IN47708

$ 2,840


(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
MOTHER BEAR CHARITABLE FOUNDATION INC
  		Employer identification number

46-1338637
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
 
$    
(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
MOTHER BEAR CHARITABLE FOUNDATION INC
  		Employer identification number

46-1338637
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:
MOTHER BEAR CHARITABLE FOUNDATION INC
EIN:
46-1338637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,840 1,420 0 1,420

TY 2025 InvestmentsCorpBondsSchedule
Name:
MOTHER BEAR CHARITABLE FOUNDATION INC
EIN:
46-1338637
Name of Bond End of Year Book Value End of Year Fair Market Value
APPLE INC 25,009 24,975
BANK AMER CORP 25,116 24,968
DISNEY WALT CO 25,106 24,969
HOME DEPOT 25,375 24,605
JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND 50,000 49,186
JP MORGAN CHASE & CO 15,271 15,678
MICROSOFT CORP 25,059 24,903
PFIZER INC 24,301 25,494
US BANK CORP 25,276 24,806
OMNICOM GROUP INC 15,179 15,317
WELLS FARGO & CO 15,027 15,233
ALABAMA PWR CO 10,512 10,728
CHEVRON USA 15,268 15,436
COMCAST CORP 15,311 15,459
CUMMINS INC 15,094 15,315
GENUINE PARTS CO 15,208 15,251

TY 2025 InvestmentsCorpStockSchedule
Name:
MOTHER BEAR CHARITABLE FOUNDATION INC
EIN:
46-1338637
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC 27,772 152,193
APPLE INC 809 123,696
BANK AMER CORP 14,124 26,675
BERKSHIRE HATHAWAY INC 34,657 87,964
CARMAX INC 30,011 17,388
DISNEY WALT CO 54,579 55,747
EXPEDITORS INTL WASH INC 15,550 32,037
FASTENAL CO COM 14,592 37,923
HOME DEPOT 40,878 70,541
JOHNSON & JOHNSON 39,349 62,085
JP MORGAN CHASE & CO 45,214 136,944
META PLATFORM, INC. 37,346 62,709
MICROSOFT CORP 23,716 99,142
O REILLY AUTOMOTIVE INC 19,215 70,688
OMNICOM GROUP INC 36,949 41,586
PARKER HANNIFIN CORP COM 28,793 87,896
PROGRESSIVE CORP 28,414 93,365
SCHWAB CHARLES CORP 29,494 82,426
TE CONNECTIVITY LTD 24,751 65,978
TJX COS INC 17,787 52,995
UNION PAC CORP 20,608 28,915
WELLS FARGO & CO 36,154 55,454
GE VERNOVA INC COM 10,920 98,036
GE AEROSPACE 19,313 106,270
AMAZON.COM INC 35,190 45,010
DANAHER CORP 38,450 43,495

TY 2025 InvestmentsOtherSchedule2
Name:
MOTHER BEAR CHARITABLE FOUNDATION INC
EIN:
46-1338637
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN FUNDS EUROPACIFIC AT COST 144,350 162,882
ISHARES AT COST 124,836 176,064
VANGUARD FTSE EMERGING MARKETS AT COST 147,002 174,182
VANGUARD FTSE DEVELOPED MARKETS AT COST 164,833 180,222

TY 2025 OtherExpensesSchedule
Name:
MOTHER BEAR CHARITABLE FOUNDATION INC
EIN:
46-1338637
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE 382 382 0 0
WEBSITE FEES 505 0 0 505
ADVERTISING 1,200 0 0 1,200


TY 2025 OtherProfessionalFeesSchedule
Name:
MOTHER BEAR CHARITABLE FOUNDATION INC
EIN:
46-1338637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT AND MGMT FEES 18,846 9,423 0 9,423


TY 2025 TaxesSchedule
Name:
MOTHER BEAR CHARITABLE FOUNDATION INC
EIN:
46-1338637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 1,066 1,066 0 0