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
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 630858
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452630858
A Employer identification number

31-1532283
B Telephone number (see instructions)

(513) 534-5310
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$12,191,125J 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... 349,575 342,848  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,199,263
b Gross sales price for all assets on line 6a 3,140,892
7 Capital gain net income (from Part IV, line 2)... 1,199,263
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,548,838 1,542,111  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
1,650 825 0 825
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
73,234 73,234   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,070 2,679   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.......... 100,154 76,738 0 1,025
25 Contributions, gifts, grants paid....... 691,000 691,000
26 Total expenses and disbursements. Add lines 24 and 25 791,154 76,738 0 692,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 757,684
b Net investment income (if negative, enter -0-) 1,465,373
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............. 1    
2 Savings and temporary cash investments......... 149,866 250,206 250,206
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)....... 7,581,413 Click to see attachment
List of Attached Documents:
// Content
8,238,884 		11,940,919
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)..........     0
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) 7,731,280 8,489,090 12,191,125
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........ 7,731,280 8,489,090
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,731,280 8,489,090
30 Total liabilities and net assets/fund balances (see instructions). 7,731,280 8,489,090
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,731,280
2
Enter amount from Part I, line 27a .....................
2
757,684
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,128
4
Add lines 1, 2, and 3 ..........................
4
8,490,092
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,002
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,489,090
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 5000. FISERV INC   2003-09-18 2023-01-11
b 18. BLACKROCK INC   2023-01-11 2023-01-24
c 14. BLACKROCK INC   2019-06-06 2023-01-24
d 20. BLACKROCK INC   2014-04-16 2023-01-24
e 21. BLACKROCK INC   2014-05-13 2023-01-24
51. MICROSOFT CORP   2023-01-11 2023-01-24
113. MICROSOFT CORP   2013-01-17 2023-01-24
388. QUAL COMM INC   2020-10-15 2023-01-24
42. BLACKROCK INC   2014-05-13 2023-02-09
127. MICROSOFT CORP   2013-01-17 2023-02-09
112. QUAL COMM INC   2020-10-15 2023-02-09
32. BLACKROCK INC   2014-05-13 2023-02-27
10. BLACKROCK INC   2013-10-18 2023-02-27
2. BLACKROCK INC   2011-09-16 2023-02-27
289. FIDELITY NATL INFORMATION   2022-07-26 2023-02-27
345. FIDELITY NATL INFORMATION   2022-06-15 2023-02-27
169. AMERICAN TOWER CORPORATION   2020-12-08 2023-03-06
481. STARBUCKS CORP   2022-01-21 2023-03-06
39. BLACKROCK INC   2011-09-16 2023-03-14
396. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2016-04-05 2023-03-14
52. AMERICAN TOWER CORPORATION   2020-12-08 2023-03-20
117. AMERICAN TOWER CORPORATION   2021-03-17 2023-03-20
54. BLACKROCK INC   2011-09-16 2023-03-20
227. FIDELITY NATL INFORMATION   2022-06-15 2023-03-20
332. FIDELITY NATL INFORMATION   2022-08-26 2023-03-20
311. FIDELITY NATL INFORMATION   2022-06-21 2023-03-20
58. BLACKROCK INC   2011-09-16 2023-05-10
77. BLACKROCK INC   2011-09-16 2023-05-23
43. BLACKROCK INC   2021-12-10 2023-05-23
132. CROWN CASTLE INTL CORP NEW   2015-12-07 2023-06-07
208. CROWN CASTLE INTL CORP NEW   2015-11-13 2023-06-07
358. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2016-04-05 2023-06-07
31. BROADCOM INC   2021-12-10 2023-06-23
326.00007 TRUIST FINL CORP   2022-04-27 2023-06-23
293.99993 TRUIST FINL CORP   2022-04-27 2023-06-23
616. TRUIST FINL CORP   2022-05-05 2023-06-23
575. TRUIST FINL CORP   2022-07-26 2023-06-23
180. TRUIST FINL CORP   2023-01-11 2023-06-23
2200. AMGEN INC   1997-04-30 2023-07-07
26. BROADCOM INC   2021-12-10 2023-07-07
21. BROADCOM INC   2021-12-10 2023-07-14
35. BROADCOM INC   2023-01-11 2023-07-14
13. BROADCOM INC   2021-01-22 2023-07-14
294. TRUIST FINL CORP   2022-04-27 2023-07-25
105. TRUIST FINL CORP   2023-01-11 2023-07-25
1757. TRUIST FINL CORP   2015-07-20 2023-07-25
5. BROADCOM INC   2021-01-22 2023-08-04
11. BROADCOM INC   2021-03-08 2023-08-04
106. TRUIST FINL CORP   2015-07-20 2023-08-04
760. TRUIST FINL CORP   2016-10-24 2023-08-04
135. TRUIST FINL CORP   2016-04-26 2023-08-04
906. TRUIST FINL CORP   2016-04-26 2023-08-07
257. CROWN CASTLE INTL CORP NEW   2015-11-13 2023-08-14
119. CROWN CASTLE INTL CORP NEW   2015-07-20 2023-08-14
209. TRUIST FINL CORP   2016-04-26 2023-08-14
783. TRUIST FINL CORP   2015-10-02 2023-08-14
817. TRUIST FINL CORP   2015-10-02 2023-08-15
249. CROWN CASTLE INTL CORP NEW   2015-07-20 2023-08-25
340. ABBOTT LABS   2016-07-07 2023-09-07
357. CROWN CASTLE INTL CORP NEW   2015-07-20 2023-09-07
144. QUAL COMM INC   2020-10-15 2023-09-07
50. QUAL COMM INC   2020-11-02 2023-09-07
47. QUAL COMM INC   2023-07-07 2023-09-07
48. QUAL COMM INC   2020-08-28 2023-09-07
303. ABBOTT LABS   2016-07-07 2023-09-15
110. CROWN CASTLE INTL CORP NEW   2015-07-20 2023-09-15
133. CROWN CASTLE INTL CORP NEW   2022-05-12 2023-09-15
79. CROWN CASTLE INTL CORP NEW   2023-01-11 2023-09-15
66. CROWN CASTLE INTL CORP NEW   2023-07-07 2023-09-15
360. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2016-04-05 2023-09-15
130. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2021-07-09 2023-09-15
50. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2021-07-09 2023-10-13
420. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2021-12-06 2023-10-13
309. ABBOTT LABS   2016-07-07 2023-10-20
75. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2021-12-06 2023-10-20
255. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2022-05-12 2023-10-20
5. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2018-11-16 2023-10-20
280. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2017-06-12 2023-10-20
101. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2023-07-07 2023-10-20
179. ABBVIE INC.   2023-07-07 2023-11-09
81. AIR PRODUCTS & CHEMICALS INC COM   2016-11-28 2023-11-09
26. AUTOMATIC DATA PROCESSING INC COM   2023-07-07 2023-11-09
34. AUTOMATIC DATA PROCESSING INC COM   2019-10-15 2023-11-09
24. BROADCOM INC   2021-03-08 2023-11-09
25. CHEVRONTEXACO CORP   2017-12-08 2023-11-09
65. CHEVRONTEXACO CORP   2017-12-08 2023-11-09
57. CHEVRONTEXACO CORP   2019-02-04 2023-11-09
49. CISCO SYS INC   2023-07-07 2023-11-09
186. CISCO SYS INC   2023-01-11 2023-11-09
265. CORNING INC COM   2021-08-03 2023-11-09
25. EVERSOURCE ENERGY   2020-11-02 2023-11-09
51. EVERSOURCE ENERGY   2021-06-18 2023-11-09
59. EXXON MOBIL CORP   2023-02-09 2023-11-09
71. FASTENAL CO   2023-07-07 2023-11-09
52. HOME DEPOT INC   2015-04-08 2023-11-09
43. ILLINOIS TOOL WKS INC   2017-09-07 2023-11-09
220. KEURIG DR PEPPER INC   2022-02-02 2023-11-09
162. KINDER MORGAN INC DEL   2022-10-31 2023-11-09
24. LILLY ELI & CO COM   2023-07-07 2023-11-09
25. LILLY ELI & CO COM   2023-01-11 2023-11-09
33. LOCKHEED MARTIN CORP   2013-08-20 2023-11-09
48. MARSH & MCLENNAN COS INC   2023-07-07 2023-11-09
50. MARSH & MCLENNAN COS INC   2023-01-11 2023-11-09
6. MCDONALDS CORP   2020-11-02 2023-11-09
37. MCDONALDS CORP   2018-02-13 2023-11-09
215. MERCK & CO INC   2020-09-03 2023-11-09
46. MERCK & CO INC   2020-04-17 2023-11-09
37. MICROSOFT CORP   2021-12-10 2023-11-09
81. NEXTERA ENERGY INC   2014-12-15 2023-11-09
25. PNC BANK CORP   2020-11-02 2023-11-09
103. PNC BANK CORP   2022-04-27 2023-11-09
81. PAYCHEX COM   2013-08-01 2023-11-09
73. PEPSICO INC   2019-10-22 2023-11-09
50. PEPSICO INC   2020-11-02 2023-11-09
24. PEPSICO INC   2016-10-24 2023-11-09
58. PHILLIPS 66 COM   2018-01-26 2023-11-09
91. PROCTER & GAMBLE CO COM   2021-10-13 2023-11-09
139. PROLOGIS INC   2020-07-27 2023-11-09
39. QUAL COMM INC   2020-08-28 2023-11-09
93. RTX CORPORATION   2023-02-27 2023-11-09
161. REALTY INCOME CORP COM   2022-04-07 2023-11-09
127. REGIONS FINL CORP   2023-08-07 2023-11-09
114. SEMPRA ENERGY   2023-10-13 2023-11-09
190. STARBUCKS CORP   2022-01-21 2023-11-09
101. TEXAS INSTRS INC COM   2016-06-06 2023-11-09
79. TRAVELERS COS INC/THE   2023-01-24 2023-11-09
370. US BANCORP   2023-07-07 2023-11-09
88. WEC ENERGY GROUP INC   2013-11-15 2023-11-09
161. WILLIAMS COS INC   2023-08-07 2023-11-09
13. EATON CORP PLC SHS [QDI]   2023-07-07 2023-11-09
34. EATON CORP PLC SHS [QDI]   2023-01-11 2023-11-09
25. JOHNSON CTLS INTL PLC [QDI]   2023-07-25 2023-11-09
19. NXP SEMICONDUCTORS [QDI]   2023-08-04 2023-11-09
298. UNITED PARCEL SERVICE-CL B   2021-11-08 2023-11-13
7. UNITED PARCEL SERVICE-CL B   2021-04-29 2023-11-13
99. PROLOGIS INC   2023-01-11 2023-12-11
91. PROLOGIS INC   2022-11-16 2023-12-11
10. BROADCOM INC   2021-03-08 2023-12-18
16. BROADCOM INC   2020-09-18 2023-12-18
25. BROADCOM INC   2020-11-02 2023-12-18
6. BROADCOM INC   2019-12-18 2023-12-18
119. PROLOGIS INC   2023-03-06 2023-12-18
369. RTX CORPORATION   2023-02-27 2023-12-18
11. RTX CORPORATION   2022-12-21 2023-12-18
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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 505,217   47,638 457,579
b 13,533   13,496 37
c 10,526   6,136 4,390
d 15,037   6,109 8,928
e 15,789   6,388 9,401
12,330   11,936 394
27,319   3,086 24,233
50,642   49,897 745
30,607   12,776 17,831
34,273   3,468 30,805
15,004   14,403 601
22,118   9,734 12,384
6,912   3,021 3,891
1,382   323 1,059
18,694   28,075 -9,381
22,316   32,970 -10,654
33,997   37,791 -3,794
50,808   46,800 4,008
24,901   6,300 18,601
31,217   29,893 1,324
10,462   11,628 -1,166
23,540   25,944 -2,404
35,040   8,723 26,317
11,823   21,693 -9,870
17,292   31,575 -14,283
16,198   28,956 -12,758
36,477   9,369 27,108
51,010   12,438 38,572
28,486   39,784 -11,298
14,937   10,344 4,593
23,536   15,984 7,552
29,594   27,025 2,569
25,802   19,583 6,219
9,784   16,527 -6,743
8,824   14,905 -6,081
18,488   30,195 -11,707
17,257   27,898 -10,641
5,402   8,351 -2,949
483,263   2,186 481,077
22,110   16,425 5,685
18,653   13,266 5,387
31,088   20,117 10,971
11,547   6,059 5,488
9,577   15,514 -5,937
3,420   4,872 -1,452
57,231   72,253 -15,022
4,446   2,331 2,115
9,782   4,800 4,982
3,396   4,359 -963
24,347   29,739 -5,392
4,325   4,853 -528
29,264   32,567 -3,303
26,502   19,613 6,889
12,272   8,752 3,520
6,371   7,513 -1,142
23,870   27,158 -3,288
24,293   28,337 -4,044
24,779   18,313 6,466
34,382   14,078 20,304
35,539   26,256 9,283
15,447   18,518 -3,071
5,363   6,233 -870
5,042   5,510 -468
5,149   5,625 -476
30,904   12,546 18,358
10,847   8,031 2,816
13,115   22,699 -9,584
7,790   11,830 -4,040
6,508   7,660 -1,152
29,432   27,176 2,256
10,628   16,685 -6,057
3,591   6,417 -2,826
30,166   46,238 -16,072
29,926   12,794 17,132
5,440   8,257 -2,817
18,497   25,611 -7,114
363   465 -102
20,310   24,385 -4,075
7,326   8,731 -1,405
24,578   24,399 179
21,372   11,490 9,882
5,866   5,736 130
7,671   5,575 2,096
21,941   10,473 11,468
3,547   3,207 340
9,222   7,799 1,423
8,087   6,698 1,389
2,547   2,524 23
9,670   9,121 549
7,176   11,055 -3,879
1,360   2,228 -868
2,775   4,189 -1,414
6,078   6,797 -719
4,197   4,147 50
15,002   5,974 9,028
9,796   5,925 3,871
6,818   8,537 -1,719
2,613   2,818 -205
14,175   10,892 3,283
14,766   8,956 5,810
14,551   4,078 10,473
9,501   8,887 614
9,896   8,661 1,235
1,597   1,281 316
9,849   6,020 3,829
22,064   17,486 4,578
4,721   3,644 1,077
13,366   12,675 691
4,430   2,053 2,377
2,974   2,866 108
12,254   17,599 -5,345
9,230   3,260 5,970
12,134   10,001 2,133
8,311   6,770 1,541
3,989   2,567 1,422
6,422   6,141 281
13,633   12,931 702
14,361   14,112 249
4,701   4,570 131
7,658   9,248 -1,590
8,031   11,533 -3,502
1,897   2,660 -763
7,921   7,862 59
19,454   18,487 967
14,504   6,180 8,324
13,305   15,259 -1,954
12,502   12,480 22
7,024   3,709 3,315
5,624   5,564 60
2,838   2,607 231
7,423   5,536 1,887
1,253   1,721 -468
3,433   4,061 -628
41,077   61,939 -20,862
965   1,427 -462
12,093   11,889 204
11,116   10,362 754
11,279   4,364 6,915
18,047   5,795 12,252
28,198   8,839 19,359
6,768   1,969 4,799
15,958   15,182 776
29,898   36,694 -6,796
891   1,091 -200
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
      443
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       457,579
b       37
c       4,390
d       8,928
e       9,401
      394
      24,233
      745
      17,831
      30,805
      601
      12,384
      3,891
      1,059
      -9,381
      -10,654
      -3,794
      4,008
      18,601
      1,324
      -1,166
      -2,404
      26,317
      -9,870
      -14,283
      -12,758
      27,108
      38,572
      -11,298
      4,593
      7,552
      2,569
      6,219
      -6,743
      -6,081
      -11,707
      -10,641
      -2,949
      481,077
      5,685
      5,387
      10,971
      5,488
      -5,937
      -1,452
      -15,022
      2,115
      4,982
      -963
      -5,392
      -528
      -3,303
      6,889
      3,520
      -1,142
      -3,288
      -4,044
      6,466
      20,304
      9,283
      -3,071
      -870
      -468
      -476
      18,358
      2,816
      -9,584
      -4,040
      -1,152
      2,256
      -6,057
      -2,826
      -16,072
      17,132
      -2,817
      -7,114
      -102
      -4,075
      -1,405
      179
      9,882
      130
      2,096
      11,468
      340
      1,423
      1,389
      23
      549
      -3,879
      -868
      -1,414
      -719
      50
      9,028
      3,871
      -1,719
      -205
      3,283
      5,810
      10,473
      614
      1,235
      316
      3,829
      4,578
      1,077
      691
      2,377
      108
      -5,345
      5,970
      2,133
      1,541
      1,422
      281
      702
      249
      131
      -1,590
      -3,502
      -763
      59
      967
      8,324
      -1,954
      22
      3,315
      60
      231
      1,887
      -468
      -628
      -20,862
      -462
      204
      754
      6,915
      12,252
      19,359
      4,799
      776
      -6,796
      -200
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,199,263
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 20,369
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 20,369
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 20,369
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 24,484
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 24,484
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 68
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,047
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,047 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 .Click to see attachment
List of Attached Documents:
// Content
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 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 arrow  
14
The books are in care ofright arrowFIFTH THIRD BANK NAAGENT Telephone no.right arrow (513) 534-7001

Located atright arrow38 FOUNTAIN SQUARE PLAZA MD 1090VDCINCINNATIOH ZIP+4right arrow45263
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)
 
No
(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
 
 
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
DUDLEY S TAFT PRESIDENT
1 		0    
312 WALNUT STREET
CINCINNATI,OH45202
LEE A CARTER CO FIFTH THIRD BANK TREASURER
1 		0    
P O BOX 630858
CINCINNATI,OH45263
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
11,546,977
b
Average of monthly cash balances.......................
1b
309,659
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,856,636
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
11,856,636
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
177,850
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,678,786
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
583,939
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
583,939
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,369
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,369
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
563,570
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
563,570
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
563,570
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
692,025
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
692,025
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 7 563,570
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 111,748
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...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 692,025
a Applied to 2022, but not more than line 2a 111,748
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..... 563,570
e Remaining amount distributed out of corpus 16,707
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 16,707
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 ...... 		16,707
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 16,707
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 e-mail address of the person to whom applications should be addressed:
DUDLEY TAFT CHARITABLE FOUNDATION
312 WALNUT ST
CINCINNATI,OH45202
(513) 241-8880
bThe form in which applications should be submitted and information and materials they should include:
LETTER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFER TO LIMIT GRANTS TO THE GREATER CINCINNATI AREA AND THE FIELD OF EDUCATION
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

ESSEX COUNTY COMMUNITY FOUNDATION

175 ANDOVER ST STE 101
DANVERS,MA019231443 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

TAFT MUSEUM OF ARTS

316 PIKE ST
CINCINNATI,OH452024214 		NONE PC CONTRIBUTION 50,000

THE SEVEN HILLS SCHOOLS

5400 RED BANK RD
CINCINNATI,OH452271198 		NONE PC CONTRIBUTION 10,000

PLANNED PARENTHOOD OF SW
OHIO REGION
2314 AUBURN AVE
CINCINNATI,OH452192802 		NONE PC CONTRIBUTION 10,000

BOYS AND GIRLS CLUB OF
GREATER CINCINNATI
600 DALTON AVE
CINCINNATI,OH45203 		NONE PC CONTRIBUTION 420,000

ARTSWAVE

20 E CENTRAL PKWY STE 200
CINCINNATI,OH45202 		NONE PC CONTRIBUTION 20,000

UNITED WAY OF GREATER
CINCINNATI
2400 READING RD
CINCINNATI,OH45202 		NONE PC CONTRIBUTION 10,000

CINCINNATI PLAYHOUSE IN THE PARK

962 MOUNT ADAMS CIRCLE
CINCINNATI,OH452026023 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

ENSEMBLE THEATRE OF CINCINNATI

1127 VINE ST
CINCINNATI,OH45202 		NONE PC CONTRIBUTION 10,000

CINCINNATI ARTS ASSOCIATION

650 WALNUT ST
CINCINNATI,OH452022517 		NONE PC CONTRIBUTIONS 20,000

FRIENDS OF MUSIC HALL

1241 ELM ST
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

UNIVERSITY OF VIRGINIA LAW SCHOOL
FOUNDATION
580 MASSIE RD
CHARLOTTESVILLE,VA229031738 		NONE PC CONTRIBUTION 25,000

BOYS AND GIRLS CLUB OF LOWCOUNTRY INC

PO BOX 22267
HILTON HEAD,SC29925 		NONE PC CONTRIBUTION 10,000

WAVE FOUNDATION INC

ONE AQUARIUM WAY
NEWPORT,KY41071 		NONE PC CONTRIBUTION 20,000

FRIENDS OF CEELI INSTITUTE

2021 L ST NW STE 101-125
WASHINGTON,DC20036 		NONE PC ANNUAL FUND 25,000
Total .................................right arrow 3a 691,000
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 ....     14 349,575  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,199,263  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,548,838  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,548,838
(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:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,650 825   825

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Statement:
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.

TY 2023 InvestmentsCorpStockSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Name of Stock End of Year Book Value End of Year Fair Market Value
EATON CORP PLC SHS 184,237 363,879
MEDTRONIC PLC MEDTRONIC PLC IS    
ABBOTT LABS 49,648 108,089
ABBVIE INC 291,484 477,463
AIR PRODS & CHEMS INC 257,194 382,225
AMERICAN TOWER CORP    
AUTOMATIC DATA PROCESSING INC 110,467 240,891
BLACKROCK, INC    
BROADCOM INC 164,350 667,518
CHEVRON CORPORATION 328,647 378,121
CISCO SYSTEMS INC 94,433 203,646
CROWN CASTLE INTL CORP NEW    
EVERSOURCE ENERGY 101,191 80,791
HOME DEPOT INC 150,312 315,014
ILLINOIS TOOL WKS INC 93,980 195,145
LILLY (ELI) & CO 107,552 499,562
LOCKHEED MARTIN CORP 109,132 263,786
MARSH & MCLENNAN COS INC 134,183 319,257
MCDONALDS CORP 255,227 391,393
MERCK & CO INC 348,614 488,846
MICROSOFT CORP 73,461 244,802
MONDELEZ INTL INC CL A 366,697 478,545
NEXTERA ENERGY INC 141,872 294,164
PNC FINANCIAL SERVICES GROUP 336,816 340,670
PAYCHEX INC 63,494 164,610
PEPSICO INC 289,296 429,865
PHILLIPS 66 COM 191,054 231,797
PROCTER & GAMBLE CO 364,796 402,545
PROLOGIS INC 197,362 277,664
QUALCOMM INC 120,234 150,126
REALTY INCOME CORP 285,465 269,874
SEMPRA ENERGY 247,509 304,375
STARBUCKS CORP 206,295 315,585
TEXAS INSTRS INC 155,949 297,282
TRUIST FINL CORP    
US BANCORP DEL 348,808 335,377
UNITED PARCEL SVC INC    
WEC ENERGY GROUP INC 72,452 128,696
CORNING INC 173,961 138,669
FIDELITY NATL INFORMATION    
FISERV INC    
KEURIG DR PEPPER INC 250,738 227,809
KINDER MORGAN INC DEL 96,380 96,350
WILLIAMS COS INC 249,139 257,777
RAYTHEON TECHNOLOGIES CORP    
AMGEN INC 73,895 76,325
CME GROUP INC 60,905 60,232
DELL TECHNOLOGIES INC CL C 58,483 62,424
EXXON MOBIL CORP 117,102 103,079
FASTENAL CO 69,262 80,574
RTX CORPORATION 119,502 102,483
REGIONS FINL CORP 59,344 56,066
TRAVELERS COS INC/THE 248,311 261,352
JOHNSON CTLS INTL PLC 60,127 50,377
NXP SEMICONDUCTORS 116,979 128,161
UNITED PARCEL SVC INC 242,545 197,638

TY 2023 OtherDecreasesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Description Amount
2023 TRANSACTION POSTED IN 2024 1,002


TY 2023 OtherExpensesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 200 0   200


TY 2023 OtherIncreasesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Description Amount
2022 TRANSACTION POSTED IN 2023 880
COST BASIS ADJUSTMENT 248


TY 2023 OtherProfessionalFeesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 73,234 73,234    


TY 2023 TaxesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,308 1,308   0
FEDERAL ESTIMATES - PRINCIPAL 22,391 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,371 1,371   0