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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$11,002,216J 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... 159,698 157,812  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,211,486
b Gross sales price for all assets on line 6a 3,322,786
7 Capital gain net income (from Part IV, line 2)... 1,211,486
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,371,184 1,369,298  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 90,430 45,215   45,215
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 4,213 0 0 4,213
b Accounting fees (attach schedule)....... Click to see attachment 1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,649 504   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.......... 109,492 45,719 0 51,628
25 Contributions, gifts, grants paid....... 410,000 410,000
26 Total expenses and disbursements. Add lines 24 and 25 519,492 45,719 0 461,628
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 851,692
b Net investment income (if negative, enter -0-) 1,323,579
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 385,104 41,186 41,186
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)....... 5,812,758 Click to see attachment6,154,024 9,352,217
c Investments—corporate bonds (attach schedule)....... 803,855 Click to see attachment1,631,891 1,608,813
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) 7,001,717 7,827,101 11,002,216
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,001,717 7,827,101
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,001,717 7,827,101
30 Total liabilities and net assets/fund balances (see instructions). 7,001,717 7,827,101
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,001,717
2
Enter amount from Part I, line 27a .....................
2
851,692
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,853,409
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
26,308
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,827,101
Form 990-PF (2021)
Form 990-PF (2021)
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 772. ACTIVISION BLIZZARD INC   2020-04-27 2021-08-19
b 500. ACTIVISION BLIZZARD INC     2021-10-12
c 54. ADVANCED MICRO DEVICES INC W/1   2020-04-27 2021-12-15
d 15. ALPHABET INCORPORATION   2013-02-12 2021-10-12
e 5. ALPHABET INCORPORATION   2013-02-12 2021-12-15
11. AMAZON.COM INC   2018-04-27 2021-12-15
50. APPLE COMPUTER   2010-06-10 2021-12-15
218. BAXTER INTERNATIONAL INC   2018-05-31 2021-08-19
500. BAXTER INTERNATIONAL INC   2018-05-31 2021-10-12
500. BAXTER INTERNATIONAL INC   2018-05-31 2021-12-15
71. BROADCOM INC   2018-05-31 2021-05-06
89. BROADCOM INC   2018-05-31 2021-08-19
50. BROADCOM INC     2021-10-12
100000. CISCO SYS INC   2017-03-21 2021-05-13
205. COSTCO WHOLESALE CORP     2021-04-01
199. EDWARDS LIFESCIENCES CORP   2018-07-13 2021-05-06
470. FACEBOOK INC CL-A     2021-04-01
100000. FHLMC 2.375% 01/13/22   2018-05-31 2021-05-13
181.72 FEDERATED HERMES EQUITY FDS   2020-08-14 2021-10-12
843. FREEPORT MCMORAN COPPER & GOLD   2021-05-06 2021-10-12
50000. INTEL CORP   2018-05-01 2021-09-08
19. INTUITIVE SURGICAL INC   2020-08-14 2021-05-06
601. ISHARES TR     2021-12-15
11. LAM RESEARCH CORP   2020-08-14 2021-05-06
83. LAM RESEARCH CORP   2020-08-14 2021-08-19
100. LAM RESEARCH CORP   2020-08-14 2021-10-12
60. LOCKHEED MARTIN (COMMON STOCK)   2018-11-01 2021-05-06
128. LOCKHEED MARTIN (COMMON STOCK)   2018-11-01 2021-08-19
318. LULULEMON ATHLETICA INC     2021-04-01
100000. MASTERCARD INC   2017-07-26 2021-05-13
147. MICROSOFT CORP   2014-12-23 2021-05-06
100. MICROSOFT CORP   2014-12-23 2021-08-19
47. MICROSOFT CORP   2014-12-23 2021-12-15
928.32 NEW WORLD FD INC NEW   2018-04-06 2021-05-06
1527.4 NEW WORLD FD INC NEW   2018-04-06 2021-10-12
1231.82 NEW WORLD FD INC NEW   2018-04-06 2021-12-15
257. NEXTERA ENERGY, INC   2009-03-11 2021-12-15
369. NIKE INC CL B   2010-02-19 2021-12-15
242. NORTHROP GRUMMAN CORP W/1 RT/SH     2021-04-01
19. NVIDIA CORP   2020-02-18 2021-05-06
764. NVIDIA CORP     2021-08-19
81. NVIDIA CORP   2020-08-14 2021-10-12
300. O'REILLY AUTOMOTIVE INC     2021-04-01
163. PARKER HANNIFIN CORP   2020-08-14 2021-08-19
50. PARKER HANNIFIN CORP   2020-08-14 2021-10-12
150. PARKER HANNIFIN CORP   2020-08-14 2021-12-15
251. PAYPAL HOLDINGS INCORPORATION   2012-09-27 2021-05-06
249. PAYPAL HOLDINGS INCORPORATION   2012-09-27 2021-08-19
100. PAYPAL HOLDINGS INCORPORATION   2012-09-27 2021-10-12
100. PAYPAL HOLDINGS INCORPORATION   2012-09-27 2021-12-15
100000. PHILIP MORRIS INTL INC   2019-09-04 2021-05-13
84. TEXAS INSTRUMENTS INC.   2014-12-23 2021-12-15
120. THERMO ELECTRON CORP W/1 RT/SH   2013-02-12 2021-05-06
82. THERMO ELECTRON CORP W/1 RT/SH   2013-02-12 2021-08-19
50. THERMO ELECTRON CORP W/1 RT/SH   2013-02-12 2021-12-15
1130.45 TOUCHSTONE FDS GROUP TR   2020-02-18 2021-10-12
299. UNION PACIFIC CORP   2015-12-15 2021-05-06
76. UNION PACIFIC CORP   2015-12-15 2021-08-19
50. UNION PACIFIC CORP   2015-12-15 2021-10-12
100000. US T-NOTES 2.625% 05/15/2021   2018-05-31 2021-05-15
50000. US TREASURY N/B 2.25% 01/31/2024   2021-05-20 2021-12-29
21. UNITEDHEALTH GROUP INC   2018-11-01 2021-05-06
29. VISA INC   2018-04-27 2021-05-06
55. VISA INC   2018-04-27 2021-10-12
340. WAL-MART STORES, INC.   2011-03-23 2021-05-06
239. WAL-MART STORES, INC.     2021-08-19
200. WAL-MART STORES, INC.   2020-08-14 2021-12-15
65. ACCENTURE PLC-CL A   2011-03-23 2021-05-06
40. ACCENTURE PLC-CL A   2011-03-23 2021-10-12
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 64,689   52,264 12,425
b 37,620   40,553 -2,933
c 7,238   3,087 4,151
d 41,011   5,873 35,138
e 14,231   1,958 12,273
36,969   17,422 19,547
8,736   442 8,294
16,324   15,524 800
39,415   35,605 3,810
41,299   35,605 5,694
31,592   17,902 13,690
41,521   22,441 19,080
24,280   10,866 13,414
100,360   98,000 2,360
72,830   46,068 26,762
18,123   9,835 8,288
140,290   90,995 49,295
101,438   99,017 2,421
12,333   9,168 3,165
29,235   35,036 -5,801
51,232   49,883 1,349
15,877   13,138 2,739
51,433   35,683 15,750
6,688   4,208 2,480
47,232   31,752 15,480
54,922   38,255 16,667
23,205   18,065 5,140
45,815   38,540 7,275
95,721   85,525 10,196
100,710   99,650 1,060
36,384   7,166 29,218
29,134   4,875 24,259
15,459   2,291 13,168
85,582   62,328 23,254
139,788   102,550 37,238
111,615   82,705 28,910
23,330   2,841 20,489
60,979   5,936 55,043
77,810   75,119 2,691
10,916   5,514 5,402
148,108   57,179 90,929
16,757   9,414 7,343
152,034   88,508 63,526
47,040   33,806 13,234
14,455   10,370 4,085
46,822   31,110 15,712
62,659   7,265 55,394
66,850   7,207 59,643
25,505   2,894 22,611
18,505   2,894 15,611
103,035   101,439 1,596
15,913   4,619 11,294
56,210   8,913 47,297
45,087   6,091 38,996
31,796   3,714 28,082
53,583   47,535 6,048
67,499   22,882 44,617
16,946   5,816 11,130
10,702   3,827 6,875
100,000   100,273 -273
51,531   52,674 -1,143
8,695   5,464 3,231
6,689   3,656 3,033
12,333   6,934 5,399
47,875   17,622 30,253
35,661   23,763 11,898
29,118   26,464 2,654
18,795   3,270 15,525
13,124   2,012 11,112
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
      36,093
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       12,425
b       -2,933
c       4,151
d       35,138
e       12,273
      19,547
      8,294
      800
      3,810
      5,694
      13,690
      19,080
      13,414
      2,360
      26,762
      8,288
      49,295
      2,421
      3,165
      -5,801
      1,349
      2,739
      15,750
      2,480
      15,480
      16,667
      5,140
      7,275
      10,196
      1,060
      29,218
      24,259
      13,168
      23,254
      37,238
      28,910
      20,489
      55,043
      2,691
      5,402
      90,929
      7,343
      63,526
      13,234
      4,085
      15,712
      55,394
      59,643
      22,611
      15,611
      1,596
      11,294
      47,297
      38,996
      28,082
      6,048
      44,617
      11,130
      6,875
      -273
      -1,143
      3,231
      3,033
      5,399
      30,253
      11,898
      2,654
      15,525
      11,112
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,211,486
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,398
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 18,398
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,864
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,534
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,398
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  
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 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HUNTINGTON NATIONAL BANK TRUSTEE
    1     		90,430    
    PO BOX 1558 DEPT EA5W86
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,247,819
    b
    Average of monthly cash balances.......................
    1b
    243,787
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,491,606
    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
    10,491,606
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    157,374
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    10,334,232
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    516,712
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    516,712
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,398
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,398
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    498,314
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    498,314
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    498,314
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 498,314
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 380,470
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 461,628
    a Applied to 2020, but not more than line 2a 380,470
    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 2021 distributable amount..... 81,158
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		417,156
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, 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 IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BEATITUDE HOUSE
    238 TOD LANE
    YOUNGSTOWN,OH44504     		NONE PC GENERAL OPERATING 20,000
    BUTLER INSTITUTE OF AMERICAN ART
    524 WICK AVENUE
    YOUNGSTOWN,OH44505     		NONE PC GENERAL OPERATING 25,000
    MILL CREEK METROPARKS
    P O BOX 264
    CANFIELD,OH44406     		NONE PC FORD CENTER CAPITAL 60,000
    YOUNGSTOWN STATE UNIVERSITY FDN
    ONE UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555     		NONE PC GENERAL SUPPORT 50,000
    AKRON CHILDRENS HOSPITAL BEHAVIOR HEALTH
    ONE PERKINS SQUARE
    AKRON,OH44308     		NONE PC GENERAL SUPPORT 75,000
    UNITED WAY OF YOUNGSTOWN
    255 WATT ST
    YOUNGSTOWN,OH44505     		NONE PC GENERAL OPERATING 20,000
    ALTA CARE GROUP
    711 BELMONT AVENUE
    YOUNGSTOWN,OH44502     		NONE PC GENERAL OPERATING 75,000
    HEART REACH NEIGHBORHOOD MINISTRIES
    211 REDONDO RD
    YOUNGSTOWN,OH44504     		NONE PC GENERAL OPERATING 25,000
    HENRY H STAMBAUGH AUDITORIUM ASSOCIATIO
    1000 FIFTH AVE
    YOUNGSTOWN,OH44504     		NONE PC GENERAL OPERATING 50,000
    URSULINE CENTER DBA URSULINE SISTERS
    C/O HNB PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216     		NONE PC GENERAL OPERATING 10,000
    Total .................................bullet 3a 410,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    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 1,211,486  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,371,184  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,371,184
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 1,250     1,250

    TY 2021 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 2021 InvestmentsCorpBondsSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Name of Bond End of Year Book Value End of Year Fair Market Value
    12634MAD2 CNOOC FINANCE 2015 U 104,272 103,235
    718172CD9 PHILIP MORRIS INTL I 101,439 101,483
    3137EADB2 FHLMC 2.375% 01/13/2    
    9128284P2 US T-NOTES 2.625% 05    
    17275RBJ0 CISCO SYSTEMS 1.85%    
    458140AR1 INTEL CORP 49,883 50,774
    57636QAF1 MASTERCARD INC 2% 11    
    49271VAJ9 KEURIG DR PEPPER INC 53,176 52,823
    61761J3R8 MORGAN STANLEY 54,292 52,949
    70450YAE3 PAYPAL HLDGS INC 52,782 52,523
    74460WAA5 PUBLIC STORAGE 49,608 48,528
    91282CBL4 US TREASURY N/B 1.12 47,736 48,516
    09247XAQ4 BLACKROCK INC 51,595 51,348
    291011BL7 EMERSON ELEC CO 50,901 50,030
    040555CQ5 ARIZONA PUB SVC CO 51,637 50,021
    912828V80 US TREASURY N/B 2.25 158,004 154,594
    9128286Z8 US TREASURY N/B 1.75 156,475 153,258
    912828YQ7 US TREASURY N/B 1.62 181,627 177,953
    912828P46 US TREASURY N/B 1.62 103,969 101,703
    740189AM7 PRECISION CASTPARTS 54,519 53,046
    23338VAN6 DTE ELEC CO 50,662 49,267
    91282CCH2 US TREASURY N/B 1.25 50,543 49,492
    808513BS3 SCHWAB CHARLES CORP 50,171 50,484
    78016EZQ3 ROYAL BANK OF CANADA 50,005 49,020
    9128284N7 US TREASURY N/B 2.87 55,359 54,469
    9128286T2 US TREASURY N/B 2.37 53,236 53,297

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Name of Stock End of Year Book Value End of Year Fair Market Value
    071813109 BAXTER INTERNATIONAL    
    539830109 LOCKHEED MARTIN CORP    
    701094104 PARKER-HANNIFIN CORP 31,110 47,718
    70450Y103 PAYPAL HOLDINGS INCO 8,683 56,574
    871829107 SYSCO CORP 52,663 70,774
    92939U106 WEC ENERGY GROUP INC 65,561 63,193
    543916688 LORD ABBETT INVT TR 336,195 332,193
    550021109 LULULEMON ATHLETICA    
    61756E461 MORGAN STANLEY INSTL 419,197 512,967
    337738108 FISERV INC 50,929 53,348
    882508104 TEXAS INSTRS INC 48,845 119,867
    592905749 METROPOLITAN WEST FD 100,000 103,266
    512807108 LAM RESH CORP 71,943 107,873
    666807102 NORTHROP GRUMMAN COR    
    67066G104 NVIDIA CORP 95,184 240,876
    91913Y100 VALERO ENERGY CORP N 69,015 93,888
    92826C839 VISA INC 97,315 163,183
    65339F101 NEXTERA ENERGY INC 12,575 92,520
    02079K305 ALPHABET INCORPORATI 31,322 231,763
    437076102 HOME DEPOT INC 59,261 163,929
    025816109 AMERICAN EXPRESS CO 29,937 112,393
    166764100 CHEVRON CORP NEW 68,838 89,303
    28176E108 EDWARDS LIFESCIENCES 73,362 156,885
    46625H100 JPMORGAN CHASE CO 140,088 204,588
    742718109 PROCTER GAMBLE CO/T 95,837 124,812
    31420B847 FEDERATED HERMES INS 156,060 161,748
    30303M102 FACEBOOK INC CL-A    
    713448108 PEPSICO INC 53,812 69,484
    11135F101 BROADCOM INC    
    649280815 NEW WORLD FD INC NEW 83,586 102,782
    22160K105 COSTCO WHOLESALE COR 26,745 66,421
    22822V101 CROWN CASTLE INTL CO 85,512 175,759
    464287788 ISHARES TR 86,521 129,081
    00507V109 ACTIVISION BLIZZARD    
    032654105 ANALOG DEVICES INC 55,238 89,643
    254687106 DISNEY WALT CO 56,139 82,711
    452308109 ILLINOIS TOOL WKS IN 26,822 120,932
    67103H107 O'REILLY AUTOMOTIVE    
    921937702 VANGUARD BD INDEX FD 257,668 261,363
    31421N683 FEDERATED HERMES EQU 111,138 131,758
    72201F623 PIMCO FDS 83,646 82,122
    46120E602 INTUITIVE SURGICAL I 112,020 174,620
    594918104 MICROSOFT CORP 70,395 371,970
    654106103 NIKE INC 12,404 128,503
    931142103 WAL MART STORES INC    
    277911491 EATON VANCE MUTUAL F 189,711 183,939
    89155T649 TOUCHSTONE FDS GROUP 194,452 222,105
    007903107 ADVANCED MICRO DEVIC 62,152 148,793
    097023105 BOEING CO 44,024 60,396
    552982720 MFS SER TR XIII 328,224 397,285
    478160104 JOHNSON JOHNSON 84,276 102,471
    74340W103 PROLOGIS INC 53,642 92,598
    907818108 UNION PAC CORP 11,480 37,790
    023135106 AMAZON COM INC 169,160 250,076
    773903109 ROCKWELL AUTOMATION 44,746 94,190
    91324P102 UNITEDHEALTH GROUP I 93,481 165,204
    G1151C101 ACCENTURE PLC-CL A 23,208 169,136
    H1467J104 CHUBB LTD 53,173 62,826
    883556102 THERMO FISHER SCIENT    
    38144N841 GOLDMAN SACHS TR 75,100 84,389
    532457108 ELI LILLY CO 53,957 91,153
    09247X101 BLACKROCK INC 49,085 91,556
    037833100 APPLE INC 19,022 381,776
    169656105 CHIPOTLE MEXICAN GRI 66,521 66,434
    235851102 DANAHER CORP 61,559 65,802
    92646A831 VICTORY PORTFOLIOS 150,000 145,726
    444859102 HUMANA INC 62,119 69,579
    55261F104 MT BANK CORP 33,640 38,395
    824348106 SHERWIN WILLIAMS CO 35,308 43,668
    244199105 DEERE CO 35,620 31,546
    053484101 AVALONBAY CMNTYS INC 61,156 68,199
    060505104 BANK AMER CORP 59,965 64,244
    149123101 CATERPILLAR INC 65,854 58,714
    260557103 DOW INC 59,483 51,445
    14040H105 CAPITAL ONE FINL COR 69,030 62,534
    43300A203 HILTON WORLDWIDE HLD 50,447 54,597
    723787107 PIONEER NAT RES CO 57,423 54,564
    88160R101 TESLA INC 33,835 52,839
    7591EP100 REGIONS FINL CORP NE 60,771 63,634
    744320102 PRUDENTIAL FINL INC 62,787 64,403
    936793744 WASATCH FDS TR 107,383 113,525
    09857L108 BOOKING HLDGS INC 51,802 59,981
    171340102 CHURCH & DWIGHT CO I 59,886 66,728
    464287804 ISHARES TR 124,976 129,167

    TY 2021 LegalFeesSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 4,213     4,213


    TY 2021 OtherDecreasesSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Description Amount
    MUTUAL FUND TIMING ADJ 26,160
    PURCHASE OF ACCRUED INTEREST CARRYOVER 148


    TY 2021 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
    OTHER NON-ALLOCABLE EXPENSE - 750 0   750
    STATE FILING/TAX PAYMENT 200 0   200


    TY 2021 TaxesSchedule
    Name:
    FLORENCE S BEECHER FDN
    EIN:
    34-6613413
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 504 504   0
    FEDERAL TAX PAYMENT - PRIOR YE 4,281 0   0
    FEDERAL ESTIMATES - PRINCIPAL 7,864 0   0