Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
GOOD SHEPHERD FOUNDATION OF OHIO
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

31-1190446
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,632,145J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 115,395 115,395  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 84,310
b Gross sales price for all assets on line 6a 2,016,508
7 Capital gain net income (from Part IV, line 2)... 84,310
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
List of Attached Documents:
// Content
5,303    
12 Total. Add lines 1 through 11........ 205,008 199,705  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000     12,000
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
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,499 20,700   13,800
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,279 3,279   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
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,228 23,979 0 27,250
25 Contributions, gifts, grants paid....... 799,268 799,268
26 Total expenses and disbursements. Add lines 24 and 25 850,496 23,979 0 826,518
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -645,488
b Net investment income (if negative, enter -0-) 175,726
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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 1 1
2 Savings and temporary cash investments......... 107,189 181,166 181,166
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,528,766 Click to see attachment
List of Attached Documents:
// Content
3,809,294 		4,450,978
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,635,957 3,990,461 4,632,145
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,635,957 3,990,461
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)..... 4,635,957 3,990,461
30 Total liabilities and net assets/fund balances (see instructions). 4,635,957 3,990,461
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
4,635,957
2
Enter amount from Part I, line 27a .....................
2
-645,488
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,990,469
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,990,461
Form 990-PF (2023)
Form 990-PF (2023)
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 35. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-04-11
b 7. FIDELITY MSCI UTILITIES INDEX ETF   2022-02-09 2023-04-11
c 60. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-04-11
d 168. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-06-16
e 419. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-07-20
555. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-10-19
94. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-01-18
236. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-04-11
7. FIRST TRUST CLOUD COMPUTING ETF   2021-07-12 2023-06-16
98. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-06-16
36. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-06-16
19. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-07-20
54. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-10-18
302. GLOBAL X FUNDS SHS US   2021-07-12 2023-01-18
231. GLOBAL X FUNDS SHS US   2021-07-12 2023-06-16
51. GLOBAL X FUNDS SHS US   2021-07-12 2023-07-20
152. INVESCO PREFERRED ETF   2017-01-23 2023-06-16
48. INVESCO KBW BANK ETF   2023-04-11 2023-06-16
1217. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-01-18
435. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-06-16
14. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-10-18
133. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-06-16
22. ISHARES NASDAQ BIOTECH ETF   2019-09-23 2023-04-11
71. ISHARES NASDAQ BIOTECH ETF   2019-07-16 2023-04-11
41. ISHARES NASDAQ BIOTECH ETF   2020-04-14 2023-06-16
13. ISHARES NASDAQ BIOTECH ETF   2019-09-23 2023-06-16
9. ISHARES NASDAQ BIOTECH ETF   2020-04-14 2023-07-20
1128. ISHARES MBS ETF   2021-01-12 2023-01-18
258. ISHARES MBS ETF   2020-01-14 2023-01-18
171. ISHARES MBS ETF   2019-06-13 2023-01-18
782. ISHARES MBS ETF   2019-01-16 2023-01-18
157. ISHARES MBS ETF   2020-08-12 2023-01-18
26. ISHARES MBS ETF   2021-03-09 2023-01-18
118. ISHARES MBS ETF   2020-05-12 2023-01-18
69. ISHARES MBS ETF   2021-07-12 2023-01-18
76. ISHARES MBS ETF   2021-10-20 2023-01-18
88. ISHARES MBS ETF   2021-11-17 2023-01-18
8. ISHARES MBS ETF   2021-11-17 2023-06-16
34. ISHARES MBS ETF   2022-04-12 2023-06-16
9. ISHARES MBS ETF   2022-09-27 2023-06-16
8. ISHARES MBS ETF   2022-10-11 2023-06-16
7. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2023-04-11
32. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2023-06-16
56. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-01-18
153. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-04-11
46. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-06-16
15. ISHARES US REGIONAL BANKS ETF   2022-07-12 2023-07-20
123. ISHARES US REGIONAL BANKS ETF   2021-11-17 2023-07-20
232. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-07-20
1296. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-01-18
66. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-04-11
303. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-06-16
13. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-10-18
58. ISHARES CORE MSCI EAFE ETF   2020-01-14 2023-04-11
1309. ISHARES CORE MSCI EAFE ETF   2020-01-14 2023-06-16
1684. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-01-18
546. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-06-16
332. PACER BENCHMARK DATA AND   2021-07-12 2023-01-18
84. PACER BENCHMARK DATA AND   2021-07-12 2023-04-11
68. PACER BENCHMARK DATA AND   2021-07-12 2023-06-16
58. PACER BENCHMARK DATA AND   2021-07-12 2023-07-20
56. PACER BENCHMARK DATA AND   2021-07-12 2023-10-19
39. SPDR S&P TRANSPORTATION ETF   2021-10-20 2023-01-18
24. SPDR S&P TRANSPORTATION ETF   2022-04-12 2023-01-18
103. SPDR S&P TRANSPORTATION ETF   2021-11-17 2023-01-18
84. SPDR S&P TRANSPORTATION ETF   2022-02-09 2023-01-18
652. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-06-16
292. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
430. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-07-12 2023-07-20
1138. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-07-20
318. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2023-07-20
152. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2023-10-18
119. HEALTH CARE SELECT SPDR   2019-08-14 2023-04-11
52. HEALTH CARE SELECT SPDR   2019-09-23 2023-06-16
136. HEALTH CARE SELECT SPDR   2020-04-14 2023-06-16
83. HEALTH CARE SELECT SPDR   2019-08-14 2023-06-16
64. HEALTH CARE SELECT SPDR   2020-04-14 2023-07-20
101. HEALTH CARE SELECT SPDR   2020-04-14 2023-10-18
111. CONSUMER DISCRETIONARY SPDR   2018-08-29 2023-01-18
212. CONSUMER DISCRETIONARY SPDR   2019-03-20 2023-06-16
87. CONSUMER DISCRETIONARY SPDR   2018-08-29 2023-06-16
74. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-04-11
112. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-06-16
117. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-07-20
881. SPDR US FINANCIAL SECTOR ETF   2018-06-21 2023-06-16
466. SPDR US FINANCIAL SECTOR ETF   2018-03-28 2023-06-16
406. SPDR US FINANCIAL SECTOR ETF   2018-06-21 2023-07-20
69. COMM SERVICES SELECT   2020-04-14 2023-01-18
315. COMM SERVICES SELECT   2020-03-12 2023-01-18
408. COMM SERVICES SELECT   2020-04-14 2023-06-16
243. COMM SERVICES SELECT   2020-05-12 2023-06-16
44. COMM SERVICES SELECT   2020-05-12 2023-10-18
484. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-01-18
71. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-04-11
457. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-04-11
63. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-06-16
46. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-07-20
77. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-01-18
2. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-04-11
111. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-06-16
8. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-12 2023-10-18
65. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-10-18
116. VANGUARD TOTAL INTERNATIONAL BOND ETF   2022-10-11 2023-06-16
813. VANGUARD TOTAL INTERNATIONAL BOND ETF   2022-10-11 2023-10-18
73. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-01-18 2023-10-18
12. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-07-20 2023-10-18
41. VANGUARD CONSUMER STAPLES ETF   2019-08-14 2023-06-16
65. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2023-06-16
19. VANGUARD CONSUMER STAPLES ETF   2020-01-14 2023-07-20
25. VANGUARD CONSUMER STAPLES ETF   2019-08-14 2023-07-20
96. VANGUARD INDUSTRIALS ETF   2020-03-20 2023-06-16
13. VANGUARD INDUSTRIALS ETF   2020-01-14 2023-06-16
33. VANGUARD INDUSTRIALS ETF   2018-06-21 2023-06-16
26. VANGUARD INDUSTRIALS ETF   2020-03-20 2023-07-20
85. VANGUARD INDUSTRIALS ETF   2020-03-20 2023-10-19
27. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-01-18
12. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-04-11
103. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-04-11
68. VANGUARD INFORMATION TECHNOLOGY ETF   2019-12-10 2023-06-16
29. VANGUARD INFORMATION TECHNOLOGY ETF   2020-03-12 2023-06-16
13. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-06-16
216. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2023-06-16
16. VANGUARD INFORMATION TECHNOLOGY ETF   2020-03-12 2023-07-20
26. VANGUARD MATERIALS ETF   2021-07-12 2023-06-16
5. VANGUARD MATERIALS ETF   2021-01-12 2023-06-16
6. VANGUARD MATERIALS ETF   2021-07-12 2023-07-20
12. VANGUARD MATERIALS ETF   2021-07-12 2023-10-18
224. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-02-09 2023-06-16
75. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-02-09 2023-10-18
629. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-06-16
52. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-10-18
158. VANGUARD INTRMDIATE-TERM   2020-05-12 2023-10-18
29. VANGUARD INTRMDIATE-TERM   2020-08-12 2023-10-18
1182. VANGUARD INTRMDIATE-TERM   2021-01-12 2023-10-18
129. VANGUARD INTRMDIATE-TERM   2021-03-09 2023-10-18
49. VANGUARD INTRMDIATE-TERM   2021-07-12 2023-10-18
54. VANGUARD INTRMDIATE-TERM   2021-11-17 2023-10-18
124. VANGUARD SMALL-CAP ETF   2021-01-12 2023-06-16
140. VANGUARD SMALL-CAP ETF   2020-03-20 2023-06-16
43. VANGUARD SMALL-CAP ETF   2021-01-12 2023-07-20
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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 1,576   1,622 -46
b 315   311 4
c 2,702   2,948 -246
d 7,271   7,785 -514
e 18,075   19,415 -1,340
21,129   25,717 -4,588
5,642   6,334 -692
15,167   15,902 -735
542   742 -200
7,591   9,418 -1,827
2,788   2,426 362
1,499   1,826 -327
4,097   5,190 -1,093
8,441   7,834 607
6,985   5,992 993
1,638   1,323 315
1,718   2,209 -491
2,023   2,012 11
66,483   62,323 4,160
24,300   22,277 2,023
734   717 17
13,657   15,411 -1,754
2,869   2,310 559
9,260   7,506 1,754
5,381   4,872 509
1,706   1,365 341
1,179   1,070 109
108,579   123,853 -15,274
24,835   27,946 -3,111
16,460   18,290 -1,830
75,274   81,804 -6,530
15,112   17,337 -2,225
2,503   2,833 -330
11,358   13,073 -1,715
6,642   7,469 -827
7,316   8,194 -878
8,471   9,462 -991
748   860 -112
3,181   3,387 -206
842   816 26
748   730 18
812   775 37
3,706   3,541 165
2,726   3,250 -524
5,379   8,879 -3,500
1,586   2,669 -1,083
571   757 -186
4,680   7,990 -3,310
8,828   13,463 -4,635
85,806   74,278 11,528
4,536   3,783 753
20,726   17,368 3,358
837   745 92
3,909   3,805 104
89,967   85,885 4,082
84,501   109,881 -25,380
27,720   35,626 -7,906
10,302   13,672 -3,370
2,492   3,459 -967
1,999   2,800 -801
1,696   2,388 -692
1,389   2,306 -917
2,914   3,512 -598
1,793   1,922 -129
7,696   9,905 -2,209
6,276   7,544 -1,268
31,374   32,170 -796
14,025   14,407 -382
20,653   21,126 -473
54,658   54,838 -180
15,273   15,477 -204
7,250   7,398 -148
15,955   10,803 5,152
6,880   4,770 2,110
17,993   13,237 4,756
10,981   7,535 3,446
8,651   6,229 2,422
13,082   9,830 3,252
15,403   12,977 2,426
35,438   23,765 11,673
14,543   10,171 4,372
6,374   3,926 2,448
9,124   5,943 3,181
9,751   6,208 3,543
29,663   24,060 5,603
15,690   12,660 3,030
14,344   11,088 3,256
3,536   3,329 207
16,143   13,759 2,384
26,612   19,686 6,926
15,850   12,670 3,180
2,959   2,294 665
18,958   23,408 -4,450
2,649   3,434 -785
17,051   19,237 -2,186
2,381   2,652 -271
1,762   1,936 -174
17,436   22,000 -4,564
514   571 -57
17,147   15,857 1,290
1,160   966 194
9,424   9,286 138
5,639   5,487 152
38,528   38,455 73
3,459   3,578 -119
569   585 -16
8,033   6,219 1,814
12,736   9,940 2,796
3,744   3,059 685
4,926   3,792 1,134
19,337   9,374 9,963
2,619   2,052 567
6,647   4,576 2,071
5,493   2,539 2,954
16,379   8,300 8,079
9,051   5,746 3,305
4,516   2,554 1,962
38,765   21,362 17,403
30,079   15,869 14,210
12,828   5,972 6,856
5,750   2,696 3,054
95,545   47,673 47,872
7,253   3,295 3,958
4,650   4,745 -95
894   839 55
1,107   1,095 12
2,032   2,190 -158
16,931   17,900 -969
5,587   5,993 -406
49,585   57,704 -8,119
3,855   4,770 -915
11,714   14,327 -2,613
2,150   2,799 -649
87,633   113,295 -25,662
9,564   12,009 -2,445
3,633   4,668 -1,035
4,004   5,037 -1,033
24,422   25,561 -1,139
27,573   14,462 13,111
8,861   8,864 -3
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
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       -46
b       4
c       -246
d       -514
e       -1,340
      -4,588
      -692
      -735
      -200
      -1,827
      362
      -327
      -1,093
      607
      993
      315
      -491
      11
      4,160
      2,023
      17
      -1,754
      559
      1,754
      509
      341
      109
      -15,274
      -3,111
      -1,830
      -6,530
      -2,225
      -330
      -1,715
      -827
      -878
      -991
      -112
      -206
      26
      18
      37
      165
      -524
      -3,500
      -1,083
      -186
      -3,310
      -4,635
      11,528
      753
      3,358
      92
      104
      4,082
      -25,380
      -7,906
      -3,370
      -967
      -801
      -692
      -917
      -598
      -129
      -2,209
      -1,268
      -796
      -382
      -473
      -180
      -204
      -148
      5,152
      2,110
      4,756
      3,446
      2,422
      3,252
      2,426
      11,673
      4,372
      2,448
      3,181
      3,543
      5,603
      3,030
      3,256
      207
      2,384
      6,926
      3,180
      665
      -4,450
      -785
      -2,186
      -271
      -174
      -4,564
      -57
      1,290
      194
      138
      152
      73
      -119
      -16
      1,814
      2,796
      685
      1,134
      9,963
      567
      2,071
      2,954
      8,079
      3,305
      1,962
      17,403
      14,210
      6,856
      3,054
      47,872
      3,958
      -95
      55
      12
      -158
      -969
      -406
      -8,119
      -915
      -2,613
      -649
      -25,662
      -2,445
      -1,035
      -1,033
      -1,139
      13,111
      -3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 84,310
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,443
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 2,443
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 2,443
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,388
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,388
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.......right arrow 9 55
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
ROBERT L GRUNDEY PRESIDENT/TREASURER
1 		12,000    
7191 BRIDE WATER BLV
COLUMBUS,OH43235
SCOTT SHER VICE PRESIDENT
1 		0    
7191 BRIDE WATER BLV
COLUMBUS,OH43235
ROBERT KAMMER BOARD MEMEBER
1 		0    
7191 BRIDE WATER BLV
COLUMBUS,OH43235
DALE TARASCO BOARD MEMEBER
1 		0    
7191 BRIDE WATER BLV
COLUMBUS,OH43235
LINDA KAMMER BOARD MEMEBER
1 		0    
7191 BRIDE WATER BLV
COLUMBUS,OH43235
STEVE JUDGE BOARD MEMEBER
1 		0    
7191 BRIDE WATER BLV
COLUMBUS,OH43235
JOAN GRUNDEY SECRETARY
1 		0    
7191 BRIDE WATER BLV
COLUMBUS,OH43235
AUSTIN SHER BOARD MEMBER
1 		0    
2890 E BROAD ST APT B
COLUMBUS,OH43209
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
4,500,585
b
Average of monthly cash balances.......................
1b
146,684
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,647,269
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,647,269
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,709
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,577,560
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
228,878
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
228,878
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,443
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,443
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
226,435
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
226,435
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
226,435
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
826,518
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
826,518
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 226,435
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 98,178
d From 2021...... 562,512
e From 2022...... 535,559
f Total of lines 3a through e ........ 1,196,249
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 826,518
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 226,435
e Remaining amount distributed out of corpus 600,083
5 Excess distributions carryover applied to 2023. 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 1,796,332
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,796,332
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 98,178
c Excess from 2021.... 562,512
d Excess from 2022.... 535,559
e Excess from 2023.... 600,083
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

BLOSSOM HILL INC

28700 CENTER RIDGE ROAD
WESTLAKE,OH441455213 		N/A PC UNRESTRICTED GENERAL 45,000

KOINONIA HOMES

6161 OAK TREE BLVD STE 400
INDEPENDENCE,OH441312581 		N/A PC UNRESTRICTED GENERAL 50,000

GRACEWORKS LUTHERAN SERVICES

6430 INNER MISSION WAY
DAYTON,OH454592795 		N/A PC UNRESTRICTED GENERAL 30,000

HEINZERLING COMMUNITY

1800 HEINZERLING DRIVE
COLUMBUS,OH43223 		N/A PC UNRESTRICTED GENERAL 7,999

STEPPING STONES INC

5650 GIVEN ROAD
CINCINNATI,OH45211 		N/A PC UNRESTRICTED GENERAL 30,000

ALVIS INC

2100 STELLA COURT
COLUMBUS,OH43215 		N/A PC UNRESTRICTED GENERAL 11,000

UNIVERSITY OF CINCINNATI FOUNDATION

51 GOODMAN DRIVE SUITE 100
CINCINNATI,OH45219 		N/A PC UNRESTRICTED GENERAL 50,000

PSU -PRODUCTION SERVICES UNLIMITED INC

575 COLUMBUS AVENUE
LEBANON,OH450361603 		N/A PC UNRESTRICTED GENERAL 5,000

OSU CHABAD HOUSE aka LIFETOWN COLUMBUS

6220 E DUBLIN GRANVILLE ROAD
NEW ALBANY,OH43054 		N/A PC UNRESTRICTED GENERAL 185,000

GOODWILL INDUSTRIES OF CENTRAL COLUMBUS

1331 EDGEHILL ROAD
COLUMBUS,OH43212 		N/A PC UNRESTRICTED GENERAL 12,000

ENVISION (THE RESIDENT HOME CORPORATION)

3030 WEST FORK ROAD
CINCINNATI,OH45211 		N/A PC UNRESTRICTED GENERAL 20,000

CENTER FOR DISABILITY SERVICES

667 HOPEWELL DRIVE
HEATH,OH43056 		N/A PC UNRESTRICTED GENERAL 5,000

UCP OF GREATER CLEVELAND aka UNITED
CEREBRAL PALSY ASSOCIATION
10011 EUCLID AVENUE
CLEVELAND,OH441064701 		N/A PC UNRESTRICTED GENERAL 32,267

SOCIETY FOR HANDICAPPED CITIZENS OF
MEDINA COUNTY INC
4283 PARADISE ROAD
SEVILLE,OH44273 		N/A PC UNRESTRICTED GENERAL 7,500

MARIMOR INDUSTRIES INC

2450 ADA ROAD
LIMA,OH45801 		N/A PC UNRESTRICTED GENERAL 2,270

SANDCO INDUSTRIES

567 PREMIER DRIVE
CLYDE,OH434102157 		N/A PC UNRESTRICTED GENERAL 949

CRSI - CHAMPAIGN RESIDENTIAL SERVICES

1150 SCIOTO STREET
URBANA,OH43078 		N/A PC UNRESTRICTED GENERAL 26,865

ANNE GRADY CORPORATION

1525 EBER ROAD
HOLLAND,OH43528 		N/A PC UNRESTRICTED GENERAL 12,598

BITTERSWEET INC

12660 ARCHBOLD WHITEHOUSE ROAD
WHITEHOUSE,OH435719566 		N/A PC UNRESTRICTED GENERAL 30,000

MERCER RESIDENTIAL SERVICES INC

420 S SUGAR STREET
CELINA,OH45822 		N/A PC UNRESTRICTED GENERAL 20,601

ROSE-MARY REHABILITATION & EDUCATION CTR

19350 EUCLID AVENUE
EUCLID,OH44117 		N/A PC UNRESTRICTED GENERAL 20,000

FAMILY HAVEN INC

29501 W OAKLAND ROAD
BAY VILLAGE,OH441401843 		N/A PC UNRESTRICTED GENERAL 7,500

HELP FOUNDATION INC

26900 EUCLID AVENUE
EUCLID,OH44132 		N/A PC UNRESTRICTED GENERAL 10,000

ST JOHN'S VILLA

PO BOX 457
CARROLLTON,OH44615 		N/A PC UNRESTRICTED GENERAL 5,219

TOGETHER WE GROW INC

777 E MAIN STREET
NEWARK,OH430556932 		N/A PC UNRESTRICTED GENERAL 10,000

PET PARTNERS OF GREATER CINCINNATI

PO BOX 43324
CINCINNATI,OH452430324 		N/A PC UNRESTRICTED GENERAL 7,500

SPECIAL OLYMPICS OHIO INC

3303 WINCHESTER PIKE
COLUMBUS,OH43232 		N/A PC UNRESTRICTED GENERAL 75,000

AUTISM ABILITY ADVOCATES INC

16492 TIMBERLANE DRIVE
BERLIN CENTER,OH444019735 		N/A PC UNRESTRICTED GENERAL 15,000

I AM BOUNDLESS INC

445 E DUBLIN GRANVL RDG
WORTHINGTON,OH430853192 		N/A PC UNRESTRICTED GENERAL 65,000
Total .................................right arrow 3a 799,268
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 115,395  
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 84,310  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 5,303  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   205,008  
13Total. Add line 12, columns (b), (d), and (e)..................
13
205,008
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
GOOD SHEPHERD FOUNDATION OF OHIO
EIN:
31-1190446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsOtherSchedule2
Name:
GOOD SHEPHERD FOUNDATION OF OHIO
EIN:
31-1190446
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
81369Y852 COMM SERVICES SELECT AT COST 138,588 179,034
464288513 ISHARES IBOXX$ HIGH      
46432F842 ISHARES CORE MSCI EA AT COST 478,352 565,473
81369Y506 ENERGY SELECT SECTOR AT COST 87,554 114,945
921937819 VANGUARD INTERMEDIAT      
464287242 ISHARES IBOXX INVEST      
81369Y886 UTILITIES SELECT SEC      
81369Y605 FINANCIAL SELECT SEC AT COST 168,422 244,250
81369Y860 REAL ESTATE SELECT S AT COST 16,713 17,386
92204A603 VANGUARD INDUSTRIALS AT COST 65,240 106,909
92204A207 VANGUARD CONSUMER ST AT COST 120,798 132,717
46434G103 ISHARES CORE MSCI EM AT COST 172,739 153,257
464288588 ISHARES MBS ETF AT COST 125,556 134,440
78464A789 SPDR S&P INSURANCE E      
81369Y407 CONSUMER DISCRETIONA AT COST 127,556 183,995
33733E302 FIRST TR EXCHANGE TR      
464287176 ISHARES TIPS BOND ET AT COST 21,871 21,928
464287556 ISHARES NASDAQ BIOTE AT COST 47,017 48,634
81369Y209 HEALTH CARE SELECT S AT COST 217,320 258,304
92204A702 VANGUARD INFORMATION AT COST 291,742 479,644
92204A801 VANGUARD MATERIALS E AT COST 29,917 31,150
46138E511 INVESCO PREFERRED ET AT COST 18,572 15,507
233051432 XTRACKERS USD HIGH Y      
92206C409 VANGUARD SHORT-TERM AT COST 130,626 128,512
92206C870 VANGUARD INTRMDIATE- AT COST 296,042 299,679
33734X192 FIRST TRUST CLOUD CO AT COST 26,359 28,230
464287432 ISHARES 20 YEAR TREA AT COST 184,472 179,665
316092865 FIDELITY MSCI UTILIT AT COST 35,318 32,443
922908751 VANGUARD SMALL-CAP E AT COST 272,432 281,596
78468R663 SPDR BLOOMBERG BARCL      
74347B169 PROSHARES ONLINE RET      
69374H741 PACER BENCHMARK DATA AT COST 14,277 12,252
78464A532 SPDR S&P TRANSPORTAT      
37954Y673 GLOBAL X FUNDS SHS U AT COST 28,892 36,355
464288778 ISHARES US REGIONAL      
464286533 ISHARES EDGE MSCI MI AT COST 139,794 151,483
46429B689 ISHARES EDGE MSCI MI AT COST 127,587 153,935
92203J407 VANGUARD TOTAL INTER      
808524862 SCHWAB SHORT-TERM U. AT COST 136,956 136,338
92189F676 VANECK VECTORS SEMIC AT COST 67,602 88,134
46138E628 INVESCO KBW BANK ETF AT COST 26,015 29,711
464288760 ISHARES US AEROSPACE AT COST 31,479 36,081
46435U713 ISHARES TR AT COST 16,650 16,954
92206C706 VANGUARD INTERMEDIAT AT COST 146,836 152,037

TY 2023 OtherDecreasesSchedule
Name:
GOOD SHEPHERD FOUNDATION OF OHIO
EIN:
31-1190446
Description Amount
TYE INCOME ADJ 8


TY 2023 OtherExpensesSchedule
Name:
GOOD SHEPHERD FOUNDATION OF OHIO
EIN:
31-1190446
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 200 0   200


TY 2023 OtherIncomeSchedule2
Name:
GOOD SHEPHERD FOUNDATION OF OHIO
EIN:
31-1190446
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 5,303 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
GOOD SHEPHERD FOUNDATION OF OHIO
EIN:
31-1190446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 34,499 20,700   13,800


TY 2023 TaxesSchedule
Name:
GOOD SHEPHERD FOUNDATION OF OHIO
EIN:
31-1190446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,029 2,029   0
FOREIGN TAXES ON NONQUALIFIED 1,250 1,250   0