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
FLORENCE S BEECHER FDN
 
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

34-6613413
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$7,720,772J 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... 167,274 165,010  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,301,176
b Gross sales price for all assets on line 6a 6,343,909
7 Capital gain net income (from Part IV, line 2)... 1,301,176
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 1,236 1,236  
12 Total. Add lines 1 through 11........ 1,469,686 1,467,422  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,441 38,220   38,220
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 3,978 690   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.......... 82,359 39,405 0 39,665
25 Contributions, gifts, grants paid....... 369,000 369,000
26 Total expenses and disbursements. Add lines 24 and 25 451,359 39,405 0 408,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,018,327
b Net investment income (if negative, enter -0-) 1,428,017
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............. -11,645    
2 Savings and temporary cash investments......... 222,287 192,553 192,553
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)....... 3,742,766 Click to see attachment4,315,936 4,990,233
c Investments—corporate bonds (attach schedule)....... 2,115,262 Click to see attachment2,576,168 2,537,986
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) 6,068,670 7,084,657 7,720,772
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.................. 6,068,670 7,084,657
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........    
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)..... 6,068,670 7,084,657
31 Total liabilities and net assets/fund balances (see instructions). 6,068,670 7,084,657
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
6,068,670
2
Enter amount from Part I, line 27a .....................
2
1,018,327
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,572
4
Add lines 1, 2, and 3 ..........................
4
7,089,569
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,912
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,084,657
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 250. ALIBABA GROUP HOLDING LTD     2018-11-01
b 600. ALTRIA GROUP INC   2016-06-13 2018-04-27
c 475. AMGEN INC.   2015-12-15 2018-05-31
d 933. APPLE COMPUTER   2010-02-19 2018-05-31
e 242. APPLE COMPUTER     2018-07-13
234. APPLE COMPUTER     2018-11-01
7922.73 ARTISAN INTL VALUE FUND-ADV   2018-04-06 2018-07-16
2080. BALL CORP W/1 RT/SH   2013-02-12 2018-04-27
. BANK AMER CORP COM     2018-04-06
140. BOEING CO   2015-12-15 2018-05-31
1510. BRISTOL-MYERS SQUIBB CO     2018-05-31
1080. CHURCH & DWIGHT CO INC   2013-02-12 2018-05-31
50. DEERE & COMPANY   2012-10-05 2018-05-31
256. DEERE & COMPANY   2012-10-05 2018-07-13
314. DEERE & COMPANY   2012-10-05 2018-11-01
1300. DOWDUPONT INC   2015-04-21 2018-11-01
627. EASTMAN CHEMICAL CO   2018-04-27 2018-11-01
1000. EBAY INC   2012-09-27 2018-11-01
1070. EXPRESS SCRIPTS HOLDING CO   2013-02-12 2018-04-27
1100. EXXON MOBIL CORP COM   1988-04-25 2018-04-27
100000. FNMA 1.625% 11/27/2018   2017-06-20 2018-11-27
60. GARRETT MOTION INC   2015-12-15 2018-11-01
3342.246 GATEWAY FUND - CLASS Y   2016-06-02 2018-04-06
1500. GENERAL ELECTRIC CO   1986-09-02 2018-04-27
980. GILEAD SCIENCES INC   2012-10-04 2018-04-27
1392. HALLIBURTON CO     2018-11-01
1471.492 HARTFORD MIDCAP FUND - Y   2018-04-06 2018-11-01
9325.442 HARTFORD MIDCAP FUND - Y     2018-12-13
200. HONEYWELL INTL INC COM   2015-12-15 2018-05-31
600. HONEYWELL INTL INC COM   2015-12-15 2018-11-01
130. ILLINOIS TOOL WORKS INC COM   2011-03-23 2018-05-31
110. ILLINOIS TOOL WORKS INC COM   2011-03-23 2018-11-01
500. INTERNATIONAL BUSINESS MACHINES CORP   1992-11-02 2018-04-27
2640. ISHARES S & P MIDCAP 400   2017-03-16 2018-04-06
4400. ISHARES S & P SMALLCAP 600   2017-03-16 2018-04-06
745. JOHNSON & JOHNSON CO   2015-12-15 2018-07-13
500. THE KRAFT HEINZ CO   2017-06-15 2018-05-31
14939.557 MFS NEW DISCOVERY VALUE FUND-R6   2018-04-06 2018-07-16
6447.453 MERGER FUND - L   2016-06-02 2018-04-06
420. NIKE INC CL B   2010-02-19 2018-05-31
675. NIKE INC CL B   2010-02-19 2018-07-13
701. NUCOR CORP   2018-04-27 2018-11-01
1000. ORACLE CORP   2000-08-28 2018-04-27
605. ORACLE CORP   2000-08-28 2018-05-31
1395. ORACLE CORP     2018-07-13
46735.235 PIMCO LOW DURATION INSTITUTIONAL     2018-04-06
370. PEPSICO INC   1986-07-22 2018-05-31
430. PEPSICO INC   1986-07-22 2018-07-13
1567.972 PIMCO LONG DURATION TOTAL RETURN FUND -I   2017-03-16 2018-04-06
700. PROCTER & GAMBLE CO   1986-09-02 2018-04-27
850. PRUDENTIAL FINL INC   2012-10-12 2018-05-31
2782.733 T. ROWE PRICE REAL ESTATE FUND   2017-03-16 2018-04-06
1190. SPDR GOLD TRUST     2018-04-06
1000. SCHLUMBERGER LTD.   2009-10-15 2018-05-31
620. SEMPRA ENERGY CORP   2010-02-19 2018-04-27
600. SIMON PROPERTY GROUP INC NEW (REIT)     2018-04-27
1000. STARBUCKS CORP   2017-06-15 2018-05-31
250. STRYKER CORP   2018-07-13 2018-11-01
118. THERMO ELECTRON CORP W/1 RT/SH   2013-02-12 2018-05-31
700. US BANCORP DEL NEW     2018-11-01
100. UNION PACIFIC CORP   2015-12-15 2018-05-31
19413.79 VANGUARD SHORT-TERM BOND INDEX FUND - A   2014-12-23 2018-04-06
11895.321 VANGUARD DEVELOPED MARKETS INDEX FUND -   2017-03-16 2018-04-06
7645.26 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2014-09-17 2018-04-06
19756. VANGUARD HIGH YIELD CORPORATE FUND - ADM     2018-04-06
3854. VANGUARD FTSE EMERGING MARKETS ETF   2017-03-16 2018-04-06
300. WAL-MART STORES, INC.   2010-02-19 2018-07-13
2000. WELLS FARGO & CO NEW     2018-04-27
800. CHUBB LIMITED   2011-03-23 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 37,632   48,711 -11,079
b 33,618   39,053 -5,435
c 85,385   77,154 8,231
d 174,385   26,872 147,513
e 46,328   8,070 38,258
51,178   8,779 42,399
292,349   294,171 -1,822
84,011   47,081 36,930
2,425     2,425
49,373   20,545 28,828
79,200   36,732 42,468
50,614   32,341 18,273
7,496   4,191 3,305
35,230   21,460 13,770
44,178   26,322 17,856
75,087   64,545 10,542
50,779   65,800 -15,021
29,510   19,646 9,864
82,636   58,613 24,023
85,504   9,846 75,658
100,000   100,419 -419
935   620 315
107,988   100,000 7,988
21,382   4,887 16,495
71,982   34,339 37,643
47,815   71,949 -24,134
54,048   52,944 1,104
325,738   349,075 -23,337
29,592   19,609 9,983
86,676   56,453 30,223
18,680   7,116 11,564
14,272   6,021 8,251
73,190   8,636 64,554
493,037   456,958 36,079
340,642   305,613 35,029
93,709   77,569 16,140
28,660   45,840 -17,180
248,295   226,932 21,363
104,255   100,000 4,255
30,109   6,757 23,352
52,157   10,859 41,298
41,881   43,454 -1,573
45,590   43,728 1,862
28,253   26,455 1,798
67,713   35,952 31,761
458,473   426,320 32,153
37,007   1,813 35,194
48,366   2,107 46,259
16,526   16,354 172
50,939   3,505 47,434
82,228   47,651 34,577
73,242   78,000 -4,758
150,234   134,383 15,851
68,459   68,636 -177
69,000   30,492 38,508
93,531   42,787 50,744
56,539   60,210 -3,671
41,258   43,590 -2,332
24,560   8,765 15,795
36,428   23,856 12,572
14,250   7,653 6,597
199,574   203,068 -3,494
168,200   150,000 18,200
193,425   200,000 -6,575
113,992   117,263 -3,271
178,860   154,905 23,955
26,301   16,074 10,227
104,900   53,840 51,060
109,807   49,344 60,463
      4,293
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       -11,079
b       -5,435
c       8,231
d       147,513
e       38,258
      42,399
      -1,822
      36,930
      2,425
      28,828
      42,468
      18,273
      3,305
      13,770
      17,856
      10,542
      -15,021
      9,864
      24,023
      75,658
      -419
      315
      7,988
      16,495
      37,643
      -24,134
      1,104
      -23,337
      9,983
      30,223
      11,564
      8,251
      64,554
      36,079
      35,029
      16,140
      -17,180
      21,363
      4,255
      23,352
      41,298
      -1,573
      1,862
      1,798
      31,761
      32,153
      35,194
      46,259
      172
      47,434
      34,577
      -4,758
      15,851
      -177
      38,508
      50,744
      -3,671
      -2,332
      15,795
      12,572
      6,597
      -3,494
      18,200
      -6,575
      -3,271
      23,955
      10,227
      51,060
      60,463
       
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 1,301,176
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 362,064 8,111,192 0.044638
2016 423,180 7,681,066 0.055094
2015 395,019 8,161,313 0.048401
2014 395,936 8,292,202 0.047748
2013 249,513 7,968,937 0.031311
2
Total of line 1, column (d) .....................
2
0.227192
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
0.045438
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,365,721
5
Multiply line 4 by line 3......................
5
380,122
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
14,280
7
Add lines 5 and 6........................
7
394,402
8
Enter qualifying distributions from Part XII, line 4,.............
8
408,665
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 14,280
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 14,280
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,280
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,284
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 2,284
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 11,996
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 bullet20, 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.
    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     		76,441    
    PO BOX 1558 DEPT EA4E86
    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
    8,116,759
    b
    Average of monthly cash balances.......................
    1b
    376,359
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,493,118
    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
    8,493,118
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    127,397
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,365,721
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    418,286
    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
    418,286
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    14,280
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,280
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    404,006
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    404,006
    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
    404,006
    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
    408,665
    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
    408,665
    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
    14,280
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    394,385
    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 7 404,006
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 350,264
    b Total for prior years:20, 20, 20 0
    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$ 408,665
    a Applied to 2017, but not more than line 2a 350,264
    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 2018 distributable amount..... 58,401
    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 ..........     		345,605
    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).)
    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 bullet
    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 (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
    MAHONING VALLEY HISTORICAL SOCIETY
    648 WICK AVENUE
    YOUNGSTOWN,OH44502     		NONE PC ROOF REPAIR 25,000
    PLANNED PARENTHOOD
    77 E MIDLOTHIAN BLVD
    YOUNGSTOWN,OH44507     		NONE PC GENERAL 10,000
    MILL CREEK METROPARKS
    P O BOX 264
    CANFIELD,OH44406     		NONE PC FORD CENTER CAPITAL 50,000
    HOPE HOUSE VISITATION CENTER
    660 W EARLE AVE
    YOUNGSTOWN,OH44511     		NONE PC GENERAL SUPPORT 10,000
    YOUNGSTOWN NEIGHBORHOOD DEVELOPMENTCORP
    820 CANFIELD RD
    YOUNGSTOWN,OH44511     		NONE PC SUPPORT OF PROGRAM 10,000
    BERKELEY COMMUNITY FUND
    2111 MLK JR WAY
    BERKELEY,CA94704     		NONE PC GENERAL SUPPORT 3,000
    AMERICAN RED CROSS-LAKE TO RIVER CHAPTER
    3530 BELMONT AVE SUITE 7
    YOUNGSTOWN,OH44505     		NONE PC GENERAL SUPPORT 5,000
    CLOSE UP FOUNDATION
    1330 BRADDOCK PL 400
    ALEXANDRIA,VA22314     		NONE PC GENERAL SUPPORT 2,500
    INTERFAITH HOME MAINTENANCE SERVICE INC
    1005 W RAYEN AVE
    YOUNGSTOWN,OH44502     		NONE PC GENERAL SUPPORT 6,000
    MARINLINK
    5800 NORTHGATE MALL STE 250
    SAN RAFAEL,CA94903     		NONE PC FOR CA GLOBAL YOUTH PEACE 2,500
    NATIONAL REDISTRICTING FOUNDATION
    1440 G ST NW STE 8193
    WASHINGTON,DC20005     		NONE PC PUBLIC EDUCATION CAMPAIGN 50,000
    COMPASS FAMILY & COMMUNITY SERVICES
    535 MARMION AVE
    YOUNGSTOWN,OH44502     		NONE PC FOR DOMESTIC VIOLENCE 25,000
    WILLARD SCHOOL ATHLETICS
    BERKLEY UNIFIED SCHOOL DISTRICT
    2020 BONAR ST
    BERKLEY,CA94702     		NONE PC GENERAL SUPPORT 5,000
    CALIFORNIA JAZZ CONSERVATORY
    2087 ADDISON ST
    BERKLEY,CA94704     		NONE PC GENERAL SUPPORT 15,000
    YSU FOUNDATION
    606 WICK AVE
    YOUNGSTOWN,OH44502     		NONE PC SCHOLARSHIPS & PLANETARIUM 150,000
    Total .................................bullet 3a 369,000
    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....     14 167,274  
    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 1,301,176  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 1,236  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,469,686  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,469,686
    (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:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 990 495   495

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    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:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC 2.4% 08/15/2016    
    GENERAL ELEC CAP CORP 2.9% 01/    
    EATON VANCE FLOATING-RATE FUND 189,711 181,640
    PIMCO LOW DURATION FUND - INST 83,646 80,679
    VANGUARD SHORT-TERM BOND INDEX    
    VANGUARD INFLATION PROTECTED S    
    VANGUARD HIGH YIELD CORPORATE    
    GOLDMAN SACHS GROUP INC 3.3% 0    
    POWERSHARES PREFERRED PORTFOLI    
    CISCO SYSTEMS 1.85% 98,000 97,228
    FNMA 1.625% 11/27/2018    
    FHLMC 1.375% 08/15/2019 99,881 99,248
    JP MORGAN CHASE & CO 2.55% 100,305 98,845
    MASTERCARD INC 2% 99,650 97,151
    IMCO LONG DURATION TOTAL RETUR    
    STATE STREET CORP 2.55% 102,113 99,123
    US TREASURY N/B 1.5% 10/31/201    
    FFCB 2.75% 09/01/2021-2018 99,900 99,764
    FREDDIE MAC 2.5% 07/30/2020-20 99,875 99,650
    FNMA 1.75% 09/12/2019 99,273 99,400
    FHLMC 2.375% 01/13/2022 99,017 99,495
    FEDERATED INSTITUTIONAL HIGH 67,371 63,138
    GOLDMAN SACHS INFLATION 184,907 180,298
    INTEL CORP 3.1% 07/29/2022 99,765 99,838
    LORD ABBETT SHORT DURATION 336,195 331,393
    US TREASURY N/B 2.625% 100,273 100,313
    US TREASURY N/B 2.5% 05/31/202 100,148 99,906
    US TREASURY N/B 1.5% 10/31/201 99,980 99,063
    VANGUARD SHORT -TERM BOND INDE 316,932 312,387
    CATERPILLAR FINL SVCS CORP 99,226 99,427

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC - CL A 39,153 104,496
    AMERICAN EXPRESS 42,544 95,320
    AMGEN INC    
    APPLE INC 24,454 108,998
    BALL CORP W/1 PFD STK PUR RT/S    
    BAXALTA INC    
    BERKSHIRE HATHAWAY INC CL B 70,097 92,085
    BOEING CO 52,829 116,100
    BRISTOL-MYERS SQUIBB CO    
    CVS HEALTH CORPORATION    
    CHURCH & DWIGHT CO INC W/1 RT/    
    COMCAST CORP CL A    
    CONOCOPHILIPS 86,287 82,302
    DFA EMERGING MARKETS CORE EQUI    
    DEERE & CO W/1 RT/SH    
    DOW CHEMCIAL    
    EMC CORP/MASS    
    EBAY INC    
    EXPRESS SCRIPTS HOLDING CO    
    EXXON MOBIL CORP    
    FEDERATED INTERNATIONAL LEADER    
    FIDELITY ADVISOR INTERNATIONAL    
    FIDELITY REAL ESTATE INCOME FU    
    GENERAL ELECTRIC CO    
    GILEAD SCIENCES INC    
    HONEYWELL INTERNATIONAL INC    
    ILLINOIS TOOL WORKS 26,822 62,078
    IBM CORP    
    JOHNSON & JOHNSON 84,276 77,301
    METLIFE INC    
    MICROSOFT CORP    
    NEXTERA ENERGY INC 32,573 121,674
    NIKE INC CL B 18,340 84,520
    ORACLE CORPORATION    
    PAYPAL HOLDINGS INC 28,944 84,090
    PEPSICO INC    
    PFIZER INC 67,989 116,546
    PROCETER & GAMBLE CO    
    PRUDENTIAL FINANCIAL INC    
    PRUDENTIAL JENNISON MID CAP GR    
    QUALCOMM INC    
    ROYAL DUTCH SHELL PLC - ADR    
    SPDR GOLD TRUST    
    SCHLUMBERGER LTD    
    SEMPRA ENERGY    
    SIMON PROPERTY GROUP INC    
    TARGET CORP    
    TEXAS INSTRUMENTS INC 76,560 107,730
    THERMO FISHER SCIENTIFIC INC 1 46,200 139,197
    TRACTOR SUPPLY COMPANY    
    U S BANCORP    
    UNION PACIFIC CORP 68,877 124,407
    VALERO ENERGY CORP 69,015 93,713
    VANGUARD DEVELOPED MARKETS 259,490 222,489
    VERIZON COMMUNICATIONS 63,809 75,560
    VIACOM INC CLASS B    
    WAL-MART STORES INC    
    WELLS FARGO & CO    
    WHOLE FOODS MARKET INC    
    ACCENTURE PLC CL A 41,924 109,988
    ACE LIMITED    
    BAXTER INTERNATIONAL INC W/1 R 86,734 80,169
    EASTMAN CHEMICAL CO    
    EMERSON ELETRIC CO    
    GOOGLE INC - CL A    
    GOOGLE INC - CL C    
    HUNTINGTON SITUS FUND III    
    MATERIALS SELECT SECTOR SPDR    
    OPPENHEIMER DEVELOPING MARKETS    
    STATE STREET CORP    
    ADVANSIX INC    
    ALTRIA GROUP INC    
    AMERICAN FUNDS-NEW WORLD FUND-    
    CHUBB LIMITED    
    DELL TECHNOLOGIES INC CL V    
    GATEWAY FUND - CLASS Y    
    HOME DEPOT INC    
    MERGER FUND - L    
    SHIRE PLC ADR    
    THE KROGER CO    
    TJX COMPANIES INC 46,941 55,478
    DOWDUPONT INC    
    ISHARES CORE S&P MID-CAP 164,640 154,270
    ISHARES CORE S&P SMALL-CAP ETF 258,740 208,653
    THE KRAFT HEINZ CO    
    MCCORMICK & CO INC COM NON VTG 78,563 105,405
    PROCTER & GAMBLE CO    
    T. ROWE PRICE REAL ESTATE FUND    
    STARBUCKS CORP    
    VANGUARD FTSE EMERGING MARKETS    
    VANGUARD SMALL CAP INDEX - ADM    
    ABBVIE INC 42,028 39,181
    AMAZON.COM INC 88,274 82,608
    AM    
    ANTHEM INC 84,212 83,254
    AUTOMATIC DATA PROCESSING 86,175 80,508
    BLACKROCK INC 99,880 73,850
    BROADCOM INC 51,209 53,399
    CONSTELLATION BRANDS INC CL A 114,751 81,857
    COSTCO WHOLESALE CORP 103,110 94,114
    CROWN CASTLE INTL CORP 85,512 91,466
    EOG RESOURCES INC 97,172 72,035
    ECOLAB INC W/1 RT PER SHARE 64,781 62,476
    EDWARDS LIFESCIENCES CORP 88,956 91,902
    FACEBOOK INC-A 101,380 69,478
    HOME DEPOT INC 86,818 104,810
    ISHARES U.S. FINANCIALS ETF 131,248 117,432
    JP MORGAN CHASE &CO 140,088 126,125
    LOCKHEED MARTIN CORPORATION 56,605 49,226
    MFS GLOBAL REAL ESTATE FUND-R6 66,024 61,347
    MCDONALDS CORP 66,584 67,477
    MICROSOFT CORP 84,727 142,198
    AMERICAN FUNDS- NEW WORLD FUND 294,171 250,970
    NORTHROP GRUMMAN CORP W/1 RT/S 75,119 59,266
    NUVEEN EQUITY MARKET NEUTRAL F 66,024 65,792
    O'REILLY AUTOMOTIVE INC 54,080 68,866
    RESIDEO TECHNOLOGIES INC 1,754 2,055
    ROCKWELL AUTOMATION INC 44,746 40,630
    UNITEDHEALTH GROUP INC 42,412 40,607
    VISA INC CLASS A SHARES 107,905 110,434
    WAL-MART STORES INC 54,390 84,301

    TY 2018 OtherDecreasesSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Description Amount
    2018 INCOME POSTED IN 2019 3,645
    CORP ACTION ADJ 1,267


    TY 2018 OtherExpensesSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 200 0   200
    DISTRIBUTION PROCESSING FEE 750 0   750


    TY 2018 OtherIncomeSchedule2
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 1,236 1,236  


    TY 2018 OtherIncreasesSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Description Amount
    2017 INCOME POSTED IN 2018 2,572


    TY 2018 TaxesSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 1,004 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,284 0   0
    FOREIGN TAXES ON QUALIFIED FOR 618 618   0
    FOREIGN TAXES ON NONQUALIFIED 72 72   0