Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
WARD BEECHER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-6516441
B Telephone number (see instructions)

(330) 742-7021
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,026,516J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 89,545 88,598  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 545,872
b Gross sales price for all assets on line 6a 3,139,440
7 Capital gain net income (from Part IV, line 2)... 545,872
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 703 703  
12 Total. Add lines 1 through 11........ 636,120 635,173  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,358 20,179   20,179
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 990 495 0 495
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,438 316   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 950     950
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,736 20,990 0 21,624
25 Contributions, gifts, grants paid....... 236,500 236,500
26 Total expenses and disbursements. Add lines 24 and 25 298,236 20,990 0 258,124
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 337,884
b Net investment income (if negative, enter -0-) 614,183
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 2,287    
2 Savings and temporary cash investments......... 210,624 98,370 98,370
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet0      
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)....... 2,095,727 Click to see attachment2,428,042 2,729,131
c Investments—corporate bonds (attach schedule)....... 1,106,457 Click to see attachment1,226,275 1,199,015
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,415,095 3,752,687 4,026,516
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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,415,095 3,752,687
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 3,415,095 3,752,687
31 Total liabilities and net assets/fund balances (see instructions). 3,415,095 3,752,687
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,415,095
2
Enter amount from Part I, line 27a .....................
2
337,884
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,978
4
Add lines 1, 2, and 3 ..........................
4
3,754,957
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,270
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,752,687
Form 990-PF (2018)
Form 990-PF (2018)
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 60. ALIBABA GROUP HOLDING LTD   2018-05-31 2018-11-01
b 665. ALTRIA GROUP INC   2016-06-13 2018-04-27
c 135. AMERICAN EXPRESS COMPANY   2011-03-25 2018-11-01
d 270. AMGEN INC.   2015-12-15 2018-05-31
e 250. APPLE COMPUTER     2018-04-27
210. APPLE COMPUTER   2010-06-10 2018-05-31
4165.466 ARTISAN INTL VALUE FUND-ADV   2018-04-06 2018-07-13
. BANK AMER CORP COM     2018-04-06
85. BOEING CO   2015-12-15 2018-04-27
75. BOEING CO   2015-12-15 2018-07-13
990. BRISTOL-MYERS SQUIBB CO     2018-05-31
1000. CHURCH & DWIGHT CO INC   2013-02-15 2018-04-27
60. DEERE & COMPANY   2012-10-05 2018-05-31
310. DEERE & COMPANY     2018-11-01
385. DOWDUPONT INC   2018-04-27 2018-11-01
470. EASTMAN CHEMICAL CO   2013-02-15 2018-11-01
1120. EBAY INC     2018-11-01
590. EXPRESS SCRIPTS HOLDING CO   2013-02-15 2018-04-27
700. EXXON MOBIL CORP COM   1989-04-27 2018-04-27
100000. FNMA 1.625% 11/27/2018   2017-06-20 2018-11-27
7194.764 FEDERATED TOTAL RETURN BOND FUND-R6   2015-05-08 2018-04-06
2902.385 FIDELITY ADVISOR INTERNATIONAL DISCOVERY   2015-05-08 2018-04-06
5218.465 FIDELITY REAL ESTATE INCOME FUND     2018-04-06
.5 GARRETT MOTION INC   2015-12-15 2018-10-04
44. GARRETT MOTION INC   2015-12-15 2018-11-01
1671.123 GATEWAY FUND - CLASS Y   2016-06-02 2018-04-06
640. GILEAD SCIENCES INC     2018-04-27
770. HALLIBURTON CO     2018-11-01
4691.898 HARTFORD MIDCAP FUND - Y     2018-12-13
70. HOME DEPOT INC.   2016-06-13 2018-11-01
445. HONEYWELL INTL INC COM   2015-12-15 2018-11-01
224. ILLINOIS TOOL WORKS INC COM   2010-02-19 2018-05-31
136. ILLINOIS TOOL WORKS INC COM   2010-02-19 2018-11-01
200. INTERNATIONAL BUSINESS MACHINES CORP     2018-05-31
420. JOHNSON & JOHNSON CO   2015-12-15 2018-07-13
500. THE KRAFT HEINZ CO   2017-06-15 2018-05-31
7854.644 MFS NEW DISCOVERY VALUE FUND-R6   2018-04-06 2018-07-13
3223.727 MERGER FUND - L   2016-06-02 2018-04-06
64.809 AMERICAN FUNDS - NEW WORLD FUND - R6   2016-06-02 2018-11-01
526. NIKE INC CL B   2010-02-19 2018-11-01
491. NUCOR CORP   2018-05-31 2018-11-01
420. ORACLE CORP   2000-08-28 2018-05-31
770. ORACLE CORP     2018-11-01
15037.079 PIMCO LOW DURATION INSTITUTIONAL     2018-04-06
310. PRAXAIR INC   2013-02-15 2018-05-31
200. PROCTER & GAMBLE CO   2011-03-25 2018-04-27
480. PRUDENTIAL FINL INC   2012-10-12 2018-04-27
3516.497 PRUDENTIAL JENNISON MID-CAP GROWTH FUND   2014-04-28 2018-04-06
.167 RESIDEO TECHNOLOGIES INC   2015-12-15 2018-11-15
1770.538 T. ROWE PRICE REAL ESTATE FUND   2016-06-02 2018-04-06
500. SPDR GOLD TRUST     2018-04-06
520. SCHLUMBERGER LTD.     2018-04-27
350. SEMPRA ENERGY CORP   2013-02-15 2018-04-27
200. SIMON PROPERTY GROUP INC NEW (REIT)     2018-04-27
900. STARBUCKS CORP   2017-06-15 2018-05-31
308. TEXAS INSTRUMENTS INC.   2014-12-23 2018-11-01
300. TRAVELERS COS INC     2018-05-31
200. US BANCORP DEL NEW   2012-10-12 2018-05-31
497. VANGUARD FTSE DEVELOPED MARKETS ETF   2018-07-13 2018-11-01
3809.524 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2014-04-28 2018-04-06
16170.763 VANGUARD HIGH YIELD CORPORATE FUND - ADM   2013-02-12 2018-04-06
1029.666 VANGUARD SMALL CAP INDEX - ADMIRAL SHARE     2018-04-06
40. VISA INC CLASS A SHARES   2015-12-15 2018-11-01
510. WAL-MART STORES, INC.     2018-07-13
760. WELLS FARGO & CO NEW   2011-03-25 2018-04-27
120. ACCENTURE PLC CL A   2011-03-25 2018-05-31
390. CHUBB LIMITED   2011-03-25 2018-04-27
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,032   11,884 -2,852
b 37,260   43,291 -6,031
c 13,987   6,122 7,865
d 48,540   43,859 4,681
e 40,732   7,858 32,874
39,244   7,429 31,815
153,914   154,664 -750
970     970
28,960   12,474 16,486
26,300   11,006 15,294
51,955   27,621 24,334
46,420   29,800 16,620
8,996   5,030 3,966
43,610   26,740 16,870
22,239   24,936 -2,697
38,068   34,841 3,227
33,051   26,938 6,113
45,565   32,468 13,097
54,410   6,856 47,554
100,000   100,419 -419
76,696   79,501 -2,805
129,621   121,842 7,779
60,639   61,500 -861
8   5 3
687   455 232
53,994   50,000 3,994
47,008   15,758 31,250
26,449   40,073 -13,624
163,888   169,478 -5,590
12,603   8,972 3,631
64,282   41,869 22,413
32,184   10,519 21,665
17,646   6,387 11,259
28,218   30,801 -2,583
52,877   43,730 9,147
28,665   45,840 -17,175
131,015   119,312 11,703
52,128   50,000 2,128
3,929   3,299 630
40,186   8,463 31,723
29,337   31,650 -2,313
19,614   18,357 1,257
37,244   19,176 18,068
147,514   157,010 -9,496
48,403   34,522 13,881
14,554   12,179 2,375
51,548   26,909 24,639
134,365   140,216 -5,851
4   3 1
46,601   50,000 -3,399
63,139   56,286 6,853
35,974   32,018 3,956
38,951   26,469 12,482
31,177   15,736 15,441
50,885   54,189 -3,304
29,981   16,937 13,044
38,549   12,725 25,824
9,984   6,748 3,236
19,830   21,505 -1,675
96,381   100,000 -3,619
93,305   98,480 -5,175
71,551   55,083 16,468
5,604   3,142 2,462
44,712   26,561 18,151
39,855   24,480 15,375
18,696   6,647 12,049
53,524   24,500 29,024
      2,182
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,852
b       -6,031
c       7,865
d       4,681
e       32,874
      31,815
      -750
      970
      16,486
      15,294
      24,334
      16,620
      3,966
      16,870
      -2,697
      3,227
      6,113
      13,097
      47,554
      -419
      -2,805
      7,779
      -861
      3
      232
      3,994
      31,250
      -13,624
      -5,590
      3,631
      22,413
      21,665
      11,259
      -2,583
      9,147
      -17,175
      11,703
      2,128
      630
      31,723
      -2,313
      1,257
      18,068
      -9,496
      13,881
      2,375
      24,639
      -5,851
      1
      -3,399
      6,853
      3,956
      12,482
      15,441
      -3,304
      13,044
      25,824
      3,236
      -1,675
      -3,619
      -5,175
      16,468
      2,462
      18,151
      15,375
      12,049
      29,024
       
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 2 545,872
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 12,284
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 12,284
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 12,284
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,532
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,532
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.......Bullet 9 8,752
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-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 Instructions
for 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (330) 742-7021

    Located atbulletPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4bullet43216
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 bullet  
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    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 2018?.............
    1c
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet2016, 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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    HUNTINGTON NATIONAL BANK TRUSTEE
    40     		40,358    
    PO BOX 1558
    COLUMBUS,OH43216
    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...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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.............bullet0
    Part IX-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 IX-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.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    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
    4,281,932
    b
    Average of monthly cash balances.......................
    1b
    145,144
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,427,076
    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
    4,427,076
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    66,406
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,360,670
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    218,034
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    218,034
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    12,284
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,284
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    205,750
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    205,750
    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 XIII, line 1 ...
    7
    205,750
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    258,124
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    258,124
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    258,124
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 205,750
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 206,417
    b Total for prior years:2016, 20, 20 47,550
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 258,124
    a Applied to 2017, but not more than line 2a 206,417
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		47,550
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 4,157
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		201,593
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2018, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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, b, or c 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 X, 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 XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVID SABINE CO HUNTINGTON NATL B
    23 FEDERAL PLAZA
    YOUNGSTOWN,OH44503
    (330) 742-7021
    DAVE.SABINE@HUNTINGTON.COM
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION STATING PURPOSE OF REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO CHARITABLE ORGANIZATIONS
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    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
    SECOND HARVEST FOOD BANK
    2805 SALT SPRINGS ROAD
    YOUNGSTOWN,OH44509     		NONE PC REPLACE WAREHOUSE ROOF 19,000
    BIG BROTHERS BIG SISTERS OF
    MAHONING VALLEY
    325 N STATE ST
    GIRARD,OH44420     		NONE EXEMPT GENERAL 5,000
    United Way of Youngstown
    255 WATT ST
    Youngstown,OH44505     		NONE PC PLEDGE 1 OF 2 FOR 2015-2016 30,000
    TAM HIGH FOUNDATION
    700 MILLER AVE
    MILL VALLEY,CA94941     		NONE PC GENERAL SUPPORT 15,000
    AMERICAN RED CROSS
    3530 BELMONT AVE 7
    YOUNGSTOWN,OH44505     		NONE PC CAMP FIRE RELIEF 5,000
    THE YOUNGSTOWN EDISON INCUBATOR CORP
    241 WEST FEDERAL STREET
    YOUNGSTOWN,OH44503     		NONE PC OFFICE BUILD OUT 12,500
    YOUNGSTOWN STATE UNIVERSITY FOUNDATION
    655 WICK AVENUE
    YOUNGSTOWN,OH44502     		NONE PC PLEDGE FOR ELECTRONIC 150,000
    Total .................................bullet 3a 236,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-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 89,545  
    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 ............     		    18 545,872  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 703  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   636,120  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    636,120
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 990 495   495

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Name of Bond End of Year Book Value End of Year Fair Market Value
    EATON VANCE FLOATING-RATE FUND 100,000 95,285
    FEDERATED TOTAL RETURN BOND FU 169,950 160,570
    LOWES COMPANIES INC 1.625% 04/    
    PIMCO LOW DURATION FUND INSTIT    
    FRANKLIN TEMPLETION GLOBAL BON    
    VANGUARD HIGH YIELD CORPORATE    
    WELLS FARGO & COMPANY 2.625% 1    
    VANGUARD INFLATION PROTECTED S    
    POWERSHARES PREFERRED PORTFOLI    
    AMERICAN EXPRESS CREDIT CO 100,787 99,725
    FREDDIE MAC 1.65% 100,000 98,691
    FNMA 1.625% 11/27/2018    
    FHLMC 1.375% 08/15/2019 99,881 99,248
    FFCB 2.75% 09/01/2021-2018 99,900 99,764
    FEDERATED INSTITUTIONAL HIGH 35,352 33,181
    GOLDMAN SACHS INFLATION 97,000 94,582
    INTEL CORP 3.1% 07/29/2022 99,765 99,838
    JP MORGAN CHASE &CO 4.25% 102,691 101,721
    LORD ABBETT SHORT DURATION 176,759 174,233
    PIMCO LONG DURATION TOTAL RETU 44,190 42,177

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC-CL A 39,381 57,473
    AMERICAN EXPRESS 17,913 37,651
    AMGEN INC    
    APPLE INC 13,797 61,519
    BAXALTA INC    
    BERKSHIRE HATHAWAY INC CL B 38,612 51,045
    BOEING CO 20,545 45,150
    BRISTOL-MYERS SQUIBB CO    
    CVS HEALTH CORPORATION    
    CHURCH & DWIGHT CO INC W/1 RT/    
    COMCAST CORP CL A    
    CONOCOPHILLIPS 48,046 45,827
    DFA EMERGING MARHETS CORE EQUI    
    DEERE & CO W/1 RT/SH    
    EMC CORP MASS    
    EASTMAN CHEMICAL CO    
    EBAY INC    
    EXPRESS SCRIPTS HOLDING CO    
    EXXON MOBIL CORP    
    FEDRATED INTERNATIONAL LEADERS    
    FIDELITY ADVISOR INTERNATIONAL    
    FIDELITY REAL ESTATE INCOME FU    
    GILEAD SCIENCES INC    
    HONEYWELL INTERNATIONAL INC    
    ILLINOIS TOOL WORKS 14,937 35,473
    IBM CORP    
    JOHSON & JOHNSON 47,835 43,877
    THE KROGER CO    
    METLIFE INC    
    MICROSOFT CORP    
    NEXTERA ENERGY INC 40,250 78,567
    NIKE INC CL B 10,201 47,005
    ORACLE CORPORATION    
    PAYPAL HOLDINGS INC 16,209 47,090
    PFIZER INC 38,205 65,475
    PRAXAIR INC    
    PROCTER & GAMBLER CO    
    PRUDENTIAL FINANCIAL INC    
    PRUDENTIAL JENNISON MID CAP GR    
    ROYAL DUTCH SHELL PLC-ADR    
    QUALCOMMI NC -CLASS    
    SPDR GOLD TRUST    
    SCHLUMBERGER LTD    
    SEMPRA ENERGY    
    SIMON PROPERTY GROUP INC    
    TEVA PHARMACEUTICL-SP ADR    
    TEXAS INSTRUMRNTS INC 28,677 48,384
    TRACTOR SUPPLY COMPANY    
    TRAVELERS COS INC    
    US BANCORP    
    UNION PACIFIC CORP 33,827 38,704
    VF CORP    
    VALERO ENERGY CORP 30,958 50,980
    VANGUARD SMALL CAP INDEX-ADMIR    
    VERIZON COMMUNICATIONS 32,761 38,792
    VIACOM INC CLASS B    
    VISA INC CLASS A SHARES 40,846 68,609
    WAL-MART STORES INC 52,161 48,438
    WELLS FARGO INC & CO    
    WHOLE FOOODS MARKET INC    
    ACCENTURE PLC CL A 17,171 43,713
    ACE LIMITED    
    ADVANSIX INC    
    ALTRIA GROUP INC    
    AMERICAN FUNDS-NEW WORLD FUND-    
    CHUBB LIMITED    
    DELL TECHNOLOGIES INC CL V    
    GATEWAY FUND - CLASS Y    
    HOME DEPOT INC 34,606 46,391
    MERGER FUND - L    
    SHIRE PLC ADR    
    T. ROWE PRICE REAL ESTATE FUND    
    TJX COMPANIES INC 43,502 51,004
    THE KRAFT HEINZ CO    
    MCCORMICK & CO INC COM NON VTG 46,438 61,266
    STARBUCKS CORP    
    ABBVIE INC 23,230 21,665
    AMAZON.COM INC 48,756 45,059
    ANALOG DEVICES INC 24,182 23,603
    ANTHEM INC 45,958 45,435
    AUTOMATIC DATA PROCESSING 46,322 43,270
    BAXTER INTERNATIONAL INC W/1 47,996 44,363
    BLACKROCK INC 53,379 39,675
    BROADCOM INC 25,215 25,428
    CONSTELLATION BRANDS INC CL A 64,232 45,834
    COSTCO WHOLESALE CORP 58,813 58,872
    CROWN CASTLE INTL CORP 47,529 50,839
    DANAHER CORP 24,347 24,749
    EOG RESOURCES INC 52,524 38,983
    ECOLAB INC W/1 RT PER SHARE 35,906 34,627
    EDWARDS LIFESCIENCES CORP 74,120 76,585
    FACEBOOK INC-A 43,056 32,773
    ISHARES CORE S&P MID-CAP ETF 82,763 77,550
    ISHARES U.S. FINANCIALS ETF 72,413 64,886
    ISHARES CORE S&P SMALL-CAP ETF 133,558 107,723
    JP MORGAN CHASE &CO 76,937 69,213
    LOCKHEED MARTIN CORPORATION 31,609 27,493
    MFS GLOBAL REAL ESTATE FUND-R6 33,219 30,865
    MCDONALDS CORP 37,674 38,178
    MICROSOFT CORP 43,118 79,225
    AMERICAN FUNDS- NEW WORLD FUND 131,707 127,785
    NORTHROP GRUMMAN CORP W/1 RT/S 42,164 33,062
    NUVEEN EQUITY MARKET NEUTRAL F 33,219 33,102
    O'REILLY AUTOMOTIVE INC 29,743 37,876
    RESIDEO TECHNOLOGIES INC 1,298 1,521
    ROCKWELL AUTOMATION INC 24,858 22,572
    THERMO FISHER SCIENTIFIC INC 1 74,930 77,431
    UNITEDHEALTH GROUP INC 23,681 22,670
    VANGUARD DEVELOPED MARKETS IND 132,708 113,786

    TY 2018 OtherDecreasesSchedule
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Description Amount
    CORP ACTION ADJ 141
    2018 TRANS POSTED IN 2019 2,129


    TY 2018 OtherExpensesSchedule
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 200 0   200
    DISTRIBUTION PROCESSING FEES 750 0   750


    TY 2018 OtherIncomeSchedule2
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 703 703  


    TY 2018 OtherIncreasesSchedule
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Description Amount
    2017 INCOME POSTED IN 2018 1,978


    TY 2018 TaxesSchedule
    Name:
    WARD BEECHER FOUNDATION
    EIN:
    34-6516441
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 15,590 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,532 0   0
    FOREIGN TAXES ON QUALIFIED FOR 292 292   0
    FOREIGN TAXES ON NONQUALIFIED 24 24   0