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
CHARLES E AND MABEL M RITCHIE MEMORIAL
 
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

34-6500802
B Telephone number (see instructions)

(330) 384-7301
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$9,531,687J 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... 161,747 160,932  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 860,145
b Gross sales price for all assets on line 6a 4,071,867
7 Capital gain net income (from Part IV, line 2)... 860,145
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 1,862    
12 Total. Add lines 1 through 11........ 1,023,754 1,021,077  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 94,376 47,188   47,188
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 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 1,277 1,277   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 3,208 698   2,510
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,111 49,163 0 50,948
25 Contributions, gifts, grants paid....... 332,000 332,000
26 Total expenses and disbursements. Add lines 24 and 25 432,111 49,163 0 382,948
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 591,643
b Net investment income (if negative, enter -0-) 971,914
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............. 549    
2 Savings and temporary cash investments......... 106,105 270,219 270,219
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)....... 5,932,847 Click to see attachment6,269,510 8,514,061
c Investments—corporate bonds (attach schedule)....... 654,075 Click to see attachment713,218 747,407
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) 6,693,576 7,252,947 9,531,687
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...........    
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........ 6,693,576 7,252,947
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)..... 6,693,576 7,252,947
30 Total liabilities and net assets/fund balances (see instructions). 6,693,576 7,252,947
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
6,693,576
2
Enter amount from Part I, line 27a .....................
2
591,643
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,000
4
Add lines 1, 2, and 3 ..........................
4
7,290,219
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
37,272
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,252,947
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 103.8 ACTIVISION BLIZZARD INC   2020-03-17 2021-08-02
b 29.2 ACTIVISION BLIZZARD INC   2020-08-13 2021-08-02
c 737. ACTIVISION BLIZZARD INC     2021-12-15
d 42.85 ADVANCED MICRO DEVICES INC W/1   2020-08-13 2021-08-02
e 375.14 ADVANCED MICRO DEVICES INC W/1     2021-08-02
3. ALPHABET INCORPORATION     2021-08-02
1.52 AMAZON.COM INC   2018-03-16 2021-02-26
1.48 AMAZON.COM INC   2020-03-17 2021-02-26
4. AMAZON.COM INC     2021-08-02
268. ANALOG DEVICES     2021-08-02
446. APPLE COMPUTER   2020-03-17 2021-02-26
135. APPLE COMPUTER   2020-03-17 2021-04-16
50. APPLIED MATERIALS INC   2021-02-26 2021-08-02
627. APPLIED MATERIALS INC   2021-02-26 2021-12-15
726. BAXTER INTERNATIONAL INC   2018-01-03 2021-12-15
7. BLACKROCK INC   2020-05-15 2021-08-02
6.65 BOEING CO   2020-08-13 2021-08-02
36.35 BOEING CO   2020-05-15 2021-08-02
91. CAPITAL ONE FINANCIAL CORP W/1     2021-08-02
21. CATERPILLAR INC.   2021-02-26 2021-08-02
3. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-02-26 2021-08-02
100000. CISCO SYS INC   2017-09-22 2021-08-20
67.62 COSTCO WHOLESALE CORP     2021-02-26
18.38 COSTCO WHOLESALE CORP   2020-03-17 2021-02-26
57.13 CROWN CASTLE INTL CORP NEW   2019-06-19 2021-04-16
7.87 CROWN CASTLE INTL CORP NEW   2020-05-15 2021-04-16
14. DEERE & COMPANY   2021-02-26 2021-08-02
36. DISNEY (WALT) CO   2020-05-15 2021-08-02
150. EDWARDS LIFESCIENCES CORP     2021-04-16
39.52 FACEBOOK INC CL-A   2020-05-15 2021-02-26
280.48 FACEBOOK INC CL-A   2017-11-16 2021-02-26
4064.32 FEDERATED HERMES EQUITY FDS   2020-11-20 2021-08-02
80.43 FISERV INC   2020-03-17 2021-02-26
376.57 FISERV INC     2021-02-26
690. FREEPORT MCMORAN COPPER & GOLD   2021-02-26 2021-08-02
1569. FREEPORT MCMORAN COPPER & GOLD   2021-02-26 2021-12-15
6513.67 GOLDMAN SACHS TR     2021-04-16
5.72 HOME DEPOT INC.   2020-05-15 2021-04-16
39.27 HOME DEPOT INC.     2021-04-16
21. HUMANA INC W/1 RT/SH   2021-02-26 2021-08-02
44.2 ILLINOIS TOOL WORKS INC COM   2016-04-08 2021-04-16
5.8 ILLINOIS TOOL WORKS INC COM   2020-08-13 2021-04-16
20. INTUITIVE SURGICAL INC   2020-05-15 2021-04-16
5039. INVESCO EXCHANGE-TRADED FD TR II   2020-08-13 2021-08-02
3497. ISHARES GOLD TR   2000-01-01 2021-01-31
3497. ISHARES GOLD TR   2000-01-01 2021-02-28
3497. ISHARES GOLD TR   2000-01-01 2021-03-31
5397. ISHARES GOLD TR   2000-01-01 2021-04-30
2698.5 ISHARES GOLD TRUST ETF   2021-01-02 2021-05-31
.5 ISHARES GOLD TRUST ETF     2021-06-14
2698. ISHARES GOLD TRUST ETF   2021-01-02 2021-06-30
2698. ISHARES GOLD TRUST ETF   2021-01-02 2021-07-31
4459. ISHARES GOLD TRUST ETF   2021-01-02 2021-08-31
4459. ISHARES GOLD TRUST ETF   2021-01-02 2021-09-30
4459. ISHARES GOLD TRUST ETF   2021-01-02 2021-10-31
4459. ISHARES GOLD TRUST ETF   2021-01-02 2021-11-30
1748.18 ISHARES GOLD TRUST ETF   2020-08-13 2021-12-15
2710.82 ISHARES GOLD TRUST ETF     2021-12-15
5791. ISHARES TR     2021-12-15
2506. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-01-31
2506. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-02-28
2506. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-03-31
3756. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-04-30
3756. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-05-31
3756. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-06-30
3756. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-07-31
6165. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-08-31
6165. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-09-30
6165. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-10-31
6165. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-11-30
2506. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2020-08-13 2021-12-15
3659. ISHARES SILVER TRUST (HOLDS SILVER BARS)     2021-12-15
100. J P MORGAN CHASE & CO     2021-04-16
40.19 JOHNSON & JOHNSON CO   2019-01-24 2021-02-26
5.81 JOHNSON & JOHNSON CO   2020-05-15 2021-02-26
35. JOHNSON & JOHNSON CO     2021-08-02
19. LAM RESEARCH CORP   2020-07-13 2021-02-26
20. LAM RESEARCH CORP   2020-07-13 2021-04-16
178. LAM RESEARCH CORP   2020-07-13 2021-12-15
50. ELI LILLY & CO   2020-03-17 2021-08-02
27.95 LOCKHEED MARTIN (COMMON STOCK)   2020-05-15 2021-02-26
103.05 LOCKHEED MARTIN (COMMON STOCK)   2018-03-16 2021-02-26
7748.98 LORD ABBETT INVT TR   2021-04-16 2021-08-02
11298.64 LORD ABBETT INVT TR     2021-08-02
247. LULULEMON ATHLETICA INC     2021-02-26
49.38 M & T BANK CORP     2021-02-26
12.63 M & T BANK CORP   2020-05-15 2021-02-26
1364.57 METROPOLITAN WEST FDS     2021-08-02
8.57 MICROSOFT CORP   2020-03-17 2021-02-26
44.43 MICROSOFT CORP     2021-02-26
74.99 MICROSOFT CORP     2021-04-16
2292. MORGAN STANLEY INSTL FD INC   2020-08-13 2021-04-16
890.19 NEW WORLD FD INC NEW   2020-08-13 2021-04-16
3480.91 NEW WORLD FD INC NEW     2021-04-16
115. NEXTERA ENERGY, INC     2021-04-16
145. NORTHROP GRUMMAN CORP W/1 RT/SH     2021-02-26
4.36 NVIDIA CORP     2021-04-16
15.64 NVIDIA CORP   2019-12-03 2021-04-16
20. NVIDIA CORP   2020-08-13 2021-08-02
500.01 NVIDIA CORP     2021-08-02
200. O'REILLY AUTOMOTIVE INC     2021-02-26
16. O'REILLY AUTOMOTIVE INC   2020-05-15 2021-02-26
34.5 PARKER HANNIFIN CORP   2018-09-04 2021-04-16
14.5 PARKER HANNIFIN CORP   2020-07-13 2021-04-16
343. PARKER HANNIFIN CORP     2021-12-15
53. PEPSICO INC   2020-05-15 2021-08-02
13390.93 PIMCO FDS   2019-07-25 2021-08-02
45. PROCTER & GAMBLE CO   2019-12-03 2021-08-02
135. PROLOGIS INC (REIT)     2021-04-16
186. PROLOGIS INC (REIT)     2021-08-02
41.18 ROCKWELL INTL CORP NEW   2016-10-21 2021-04-16
5.82 ROCKWELL INTL CORP NEW   2020-08-13 2021-04-16
42. SHERWIN WILLIAMS CO     2021-08-02
68. SYSCO CORP   2020-05-15 2021-08-02
9. TESLA INC   2021-02-26 2021-08-02
5.97 TEXAS INSTRUMENTS INC.   2020-08-13 2021-02-26
42.04 TEXAS INSTRUMENTS INC.     2021-02-26
32.4 TEXAS INSTRUMENTS INC.     2021-08-02
4.6 TEXAS INSTRUMENTS INC.   2020-08-13 2021-08-02
392.91 TOUCHSTONE FDS GROUP TR   2019-12-03 2021-04-16
130.36 TOUCHSTONE FDS GROUP TR     2021-04-16
7539.39 TOUCHSTONE FDS GROUP TR     2021-12-15
484.23 TOUCHSTONE FDS GROUP TR   2021-08-02 2021-12-15
35.02 UNITEDHEALTH GROUP INC   2018-09-04 2021-04-16
4.98 UNITEDHEALTH GROUP INC   2020-05-15 2021-04-16
50000. UNITEDHEALTH GROUP INC   2017-11-20 2021-12-15
99. VALERO ENERGY     2021-08-02
69. VISA INC     2021-08-02
65.5 WEC ENERGY GROUP INC   2019-06-19 2021-04-16
9.5 WEC ENERGY GROUP INC   2020-08-13 2021-04-16
324.62 WAL-MART STORES, INC.   2019-01-24 2021-02-26
221.38 WAL-MART STORES, INC.   2020-07-13 2021-02-26
5.28 ACCENTURE PLC-CL A   2020-08-13 2021-08-02
42.72 ACCENTURE PLC-CL A     2021-08-02
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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 8,615   5,522 3,093
b 2,424   2,387 37
c 44,297   43,827 470
d 4,657   3,517 1,140
e 40,763   20,484 20,279
8,079   1,951 6,128
4,733   2,406 2,327
4,609   2,610 1,999
13,305   6,688 6,617
45,107   23,152 21,955
55,395   27,615 27,780
18,110   8,359 9,751
7,177   5,977 1,200
95,450   74,945 20,505
59,899   49,702 10,197
6,126   3,465 2,661
1,508   1,162 346
8,242   4,360 3,882
14,563   6,984 7,579
4,364   4,601 -237
5,620   4,351 1,269
100,000   99,295 705
22,567   8,444 14,123
6,134   5,344 790
10,193   7,691 2,502
1,404   1,178 226
5,032   4,939 93
6,349   3,792 2,557
13,259   7,239 6,020
10,460   8,113 2,347
74,233   50,332 23,901
276,902   230,000 46,902
9,390   7,153 2,237
43,961   26,010 17,951
25,689   24,046 1,643
58,461   54,678 3,783
75,689   67,801 7,888
1,874   1,348 526
12,866   3,823 9,043
8,963   8,079 884
9,851   4,573 5,278
1,293   1,148 145
16,169   10,300 5,869
76,492   74,727 1,765
13   14 -1
12   13 -1
12   14 -2
19   20 -1
20   20  
16   18 -2
19   21 -2
20   21 -1
32   33 -1
31   33 -2
32   33 -1
32   33 -1
59,079   64,992 -5,913
91,610   93,213 -1,603
279,762   314,181 -34,419
24   22 2
25   25  
26   29 -3
37   37  
40   38 2
40   40  
38   40 -2
58   64 -6
55   65 -10
56   62 -6
57   65 -8
51,097   62,617 -11,520
74,607   86,978 -12,371
15,376   7,108 8,268
6,420   5,094 1,326
928   857 71
6,034   4,528 1,506
10,844   6,620 4,224
12,905   6,969 5,936
122,918   62,023 60,895
12,355   6,726 5,629
9,364   9,988 -624
34,525   34,335 190
32,546   32,546  
47,454   47,485 -31
77,707   65,602 12,105
7,603   6,317 1,286
1,943   1,160 783
16,416   16,211 205
2,013   1,200 813
10,435   3,165 7,270
19,497   6,176 13,321
65,918   52,785 13,133
81,915   65,901 16,014
320,314   229,839 90,475
9,281   4,609 4,672
42,906   24,799 18,107
2,784   1,726 1,058
9,985   3,219 6,766
3,968   2,290 1,678
99,188   29,854 69,334
90,104   46,639 43,465
7,208   6,380 828
10,990   6,043 4,947
4,619   2,607 2,012
108,041   60,548 47,493
8,275   7,052 1,223
145,024   148,773 -3,749
6,374   5,507 867
15,164   8,965 6,199
23,866   12,352 11,514
10,933   5,089 5,844
1,545   1,360 185
12,243   9,496 2,747
5,001   3,225 1,776
6,494   6,217 277
1,034   821 213
7,283   2,419 4,864
6,195   1,865 4,330
879   633 246
19,166   15,787 3,379
6,359   5,477 882
367,922   306,381 61,541
23,630   23,534 96
13,537   9,376 4,161
1,925   1,458 467
50,000   50,000  
6,660   7,670 -1,010
16,786   6,807 9,979
6,333   5,532 801
918   868 50
42,576   31,943 10,633
29,036   29,200 -164
1,674   1,224 450
13,543   4,483 9,060
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
      39,845
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       3,093
b       37
c       470
d       1,140
e       20,279
      6,128
      2,327
      1,999
      6,617
      21,955
      27,780
      9,751
      1,200
      20,505
      10,197
      2,661
      346
      3,882
      7,579
      -237
      1,269
      705
      14,123
      790
      2,502
      226
      93
      2,557
      6,020
      2,347
      23,901
      46,902
      2,237
      17,951
      1,643
      3,783
      7,888
      526
      9,043
      884
      5,278
      145
      5,869
      1,765
      -1
      -1
      -2
      -1
       
      -2
      -2
      -1
      -1
      -2
      -1
      -1
      -5,913
      -1,603
      -34,419
      2
       
      -3
       
      2
       
      -2
      -6
      -10
      -6
      -8
      -11,520
      -12,371
      8,268
      1,326
      71
      1,506
      4,224
      5,936
      60,895
      5,629
      -624
      190
       
      -31
      12,105
      1,286
      783
      205
      813
      7,270
      13,321
      13,133
      16,014
      90,475
      4,672
      18,107
      1,058
      6,766
      1,678
      69,334
      43,465
      828
      4,947
      2,012
      47,493
      1,223
      -3,749
      867
      6,199
      11,514
      5,844
      185
      2,747
      1,776
      277
      213
      4,864
      4,330
      246
      3,379
      882
      61,541
      96
      4,161
      467
       
      -1,010
      9,979
      801
      50
      10,633
      -164
      450
      9,060
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 860,145
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 13,510
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 13,510
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,965
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,554
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,519
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 9
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9 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) 384-7301

    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     		94,376    
    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
    8,947,262
    b
    Average of monthly cash balances.......................
    1b
    210,033
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,157,295
    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
    9,157,295
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    137,359
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,019,936
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    450,997
    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
    450,997
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    13,510
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,510
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    437,487
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,000
    5
    Add lines 3 and 4............................
    5
    442,487
    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
    442,487
    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 7 442,487
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 327,086
    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$ 382,948
    a Applied to 2020, but not more than line 2a 327,086
    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..... 55,862
    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 ..........     		386,625
    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 e-mail address of the person to whom applications should be addressed:
    BRENDA MOUBRAY co HUNTINGTON NAT
    106 S MAIN ST 5TH FLOOR TOW 23
    AKRON,OH44308
    (330) 384-7320
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    cAny submission deadlines:
    NO DEADLINE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATIONS OF SUMMIT COUNTY PER TERMS OF THE DOCUMENT
    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
    SEE ATTACHED
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216     		NONE PC GENERAL SUPPORT 332,000
    Total .................................bullet 3a 332,000
    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 ............     		    18 860,145  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 1,862  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,023,754  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,023,754
    (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:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    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:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    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:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    Name of Bond End of Year Book Value End of Year Fair Market Value
    459200HP9 INTERNATIONAL BUSINE 50,710 51,957
    778296AA1 ROSS STORES INC 100,960 104,876
    46625HRL6 JP MORGAN CHASE & CO 99,698 102,303
    17275RBJ0 CISCO SYSTEMS 1.85%    
    354613AJ0 FRANKLIN RES INC 50,114 50,764
    912810FG8 UNITED STATES TREAS 101,400 125,828
    458140AM2 INTEL CORP 100,394 102,049
    91324PCH3 UNITEDHEALTH GROUP I    
    24422EVB2 JOHN DEERE CAPITAL C 103,204 103,165
    808513BV6 SCHWAB CHARLES CORP 106,738 106,465

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    Name of Stock End of Year Book Value End of Year Fair Market Value
    166764100 CHEVRON CORP NEW 35,865 34,149
    337738108 FISERV INC 33,526 47,951
    478160104 JOHNSON JOHNSON 54,082 71,507
    31420B847 FEDERATED HERMES INS 190,415 193,287
    22822V101 CROWN CASTLE INTL CO 47,672 72,642
    46120E602 INTUITIVE SURGICAL I 53,043 111,024
    666807102 NORTHROP GRUMMAN COR    
    67103H107 O'REILLY AUTOMOTIVE    
    89155T649 TOUCHSTONE MID CAP F    
    071813109 BAXTER INTERNATIONAL    
    254687106 DISNEY WALT CO 36,868 54,212
    539830109 LOCKHEED MARTIN CORP    
    55261F104 MT BANK CORP 38,714 49,299
    871829107 SYSCO CORP 32,815 54,357
    72201F623 PIMCO LONG DURATION    
    31421N683 FEDERATED KAUFMANN S    
    552982720 MFS SER TR XIII 438,857 518,885
    61756E461 MORGAN STANLEY INSTL 629,735 784,328
    74340W103 PROLOGIS INC 47,946 121,556
    14040H105 CAPITAL ONE FINL COR 46,969 88,795
    742718109 PROCTER GAMBLE CO/T 56,290 75,247
    G1151C101 ACCENTURE PLC-CL A 33,173 115,659
    92826C839 VISA INC 50,808 111,606
    92939U106 WEC ENERGY GROUP INC 33,367 37,954
    38144N841 GOLDMAN SACHS INFLAT    
    46138E511 INVESCO EXCHANGE-TRA 62,744 63,465
    02079K305 ALPHABET INCORPORATI 36,422 162,234
    097023105 BOEING CO 30,175 47,310
    46625H100 JPMORGAN CHASE CO 53,027 118,129
    512807108 LAM RESEARCH CORP    
    701094104 PARKER-HANNIFIN CORP    
    773903109 ROCKWELL AUTOMATION 36,769 93,492
    91324P102 UNITEDHEALTH GROUP I 56,607 104,947
    40168W483 GUGGENHEIM FDS TR 220,048 221,327
    032654105 ANALOG DEVICES INC 32,309 65,738
    437076102 HOME DEPOT INC 27,353 98,772
    452308109 ILLINOIS TOOL WKS IN 35,697 77,002
    882508104 TEXAS INSTRS INC 30,102 84,058
    H1467J104 CHUBB LTD 42,294 61,859
    649280815 AMERICAN FUNDS - NEW    
    00507V109 ACTIVISION BLIZZARD    
    007903107 ADVANCED MICRO DEVIC 39,904 100,011
    22160K105 COSTCO WHOLESALE COR 16,994 60,176
    532457108 ELI LILLY CO 29,863 61,321
    65339F101 NEXTERA ENERGY INC 26,972 62,831
    713448108 PEPSICO INC 31,666 41,343
    550021109 LULULEMON ATHLETICA    
    543916688 LORD ABBETT INVT TR 375,480 370,867
    592905749 METROPOLITAN WEST FD 119,886 118,072
    654106103 NIKE INC 41,790 81,502
    30303M102 FACEBOOK INC CL-A    
    037833100 APPLE INC 93,248 267,420
    67066G104 NVIDIA CORP 34,617 164,702
    957663503 WESTERN ASSET FDS IN 260,000 249,935
    46428Q109 ISHARES SILVER TRUST    
    023135106 AMAZON COM INC 83,606 166,717
    09247X101 BLACKROCK INC 34,151 63,174
    28176E108 EDWARDS LIFESCIENCES 35,907 96,385
    931142103 WAL MART STORES INC    
    31428Q739 FEDERATED TOTAL RETU 413,480 419,696
    464285105 ISHARES COMEX GOLD T    
    025816109 AMERICAN EXPRESS CO 43,565 71,330
    824348106 SHERWIN WILLIAMS CO 50,870 79,236
    91913Y100 VALERO ENERGY CORP N 54,003 52,352
    594918104 MICROSOFT CORP 62,999 257,285
    744320102 PRUDENTIAL FINL INC 76,511 77,392
    171340102 CHURCH & DWIGHT CO I 60,277 71,853
    7591EP100 REGIONS FINL CORP NE 45,900 51,819
    92646A831 VICTORY PORTFOLIOS 388,745 371,316
    464287804 ISHARES TR 245,965 255,128
    149123101 CATERPILLAR INC 55,436 52,305
    936793744 WASATCH FDS TR 185,298 195,897
    169656105 CHIPOTLE MEXICAN GRI 60,921 73,427
    43300A203 HILTON WORLDWIDE HLD 46,592 51,633
    723787107 PIONEER NAT RES CO 43,961 45,470
    88160R101 TESLA INC 62,175 95,110
    922031737 VANGUARD FIXED INCOM 192,818 193,006
    060505104 BANK AMER CORP 95,551 96,232
    053484101 AVALONBAY CMNTYS INC 54,419 60,116
    444859102 HUMANA INC 50,785 61,230
    09857L108 BOOKING HLDGS INC 44,887 50,384
    235851102 DANAHER CORP 87,934 92,123
    244199105 DEERE CO 59,274 57,606
    260557103 DOW INC 39,368 36,868

    TY 2021 OtherDecreasesSchedule
    Name:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    Description Amount
    COST BASIS ADJ OF CY SALES 1,105
    MUTUAL FUND TIMING ADJ 34,886
    PURCHASE OF ACCRUED INTEREST CARRYOVER 1,281


    TY 2021 OtherExpensesSchedule
    Name:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 2,310 0   2,310
    STATE FILING/TAX PAYMENT 200 0   200
    INVESTMENT EXPENSES-INTEREST I 698 698   0


    TY 2021 OtherIncomeSchedule2
    Name:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,862 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    Description Amount
    RECOVERY OF GRANTS PAID 5,000


    TY 2021 TaxesSchedule
    Name:
    CHARLES E AND MABEL M RITCHIE MEMORIAL
    EIN:
    34-6500802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,025 1,025   0
    FOREIGN TAXES ON NONQUALIFIED 252 252   0