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
WARD BEECHER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-6516441
B Telephone number (see instructions)

(330) 742-7021
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$5,026,813J 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... 102,175 101,902  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 288,988
b Gross sales price for all assets on line 6a 1,951,675
7 Capital gain net income (from Part IV, line 2)... 288,988
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........ 391,163 390,890  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,421 21,711   21,711
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)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,412 919   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
2,972     2,972
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,055 22,630 0 25,933
25 Contributions, gifts, grants paid....... 225,500 225,500
26 Total expenses and disbursements. Add lines 24 and 25 277,555 22,630 0 251,433
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 113,608
b Net investment income (if negative, enter -0-) 368,260
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 Savings and temporary cash investments......... 22,166 95,186 95,186
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)....... 2,380,579 Click to see attachment
List of Attached Documents:
// Content
1,987,840 		2,881,486
c Investments—corporate bonds (attach schedule)....... 1,678,059 Click to see attachment
List of Attached Documents:
// Content
2,136,509 		2,050,141
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) 4,080,804 4,219,535 5,026,813
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........ 4,080,804 4,219,535
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)..... 4,080,804 4,219,535
30 Total liabilities and net assets/fund balances (see instructions). 4,080,804 4,219,535
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
4,080,804
2
Enter amount from Part I, line 27a .....................
2
113,608
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
25,488
4
Add lines 1, 2, and 3 ..........................
4
4,219,900
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
365
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,219,535
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 1000. AT&T INC   2022-05-23 2023-02-17
b 200. ABBVIE INC   2022-05-23 2023-02-17
c 252. AMAZON.COM INC   2018-04-27 2023-02-17
d 150. ELECTRONIC ARTS INC   2022-05-23 2023-02-17
e 75. HUMANA INC W/1 RT/SH   2021-08-19 2023-02-17
30. ELI LILLY & CO   2020-04-14 2023-02-17
250. MCCORMICK & CO INC COM NON VTG   2022-05-23 2023-02-17
350. MCCORMICK & CO INC COM NON VTG   2022-01-24 2023-02-17
24. MICROSOFT CORP   2015-12-15 2023-02-17
86. PROCTER & GAMBLE CO   2020-04-14 2023-02-17
250. PRUDENTIAL FINL INC   2021-08-19 2023-02-17
22. UNITEDHEALTH GROUP INC   2018-11-01 2023-02-17
327. WEC ENERGY GROUP INC   2020-04-27 2023-02-17
25000. US TREASURY N/B 2.25% 01/31/2024   2022-08-03 2023-03-07
25000. US TREASURY N/B 2.25% 01/31/2024   2021-05-21 2023-03-07
52. ANALOG DEVICES   2018-04-27 2023-04-12
100. APPLE COMPUTER   2010-06-10 2023-04-12
350. BANK AMER CORP COM   2022-10-04 2023-04-12
750. BANK AMER CORP COM   2021-08-19 2023-04-12
75. CATERPILLAR INC.   2021-10-12 2023-04-12
188. CHEVRONTEXACO CORP   2019-10-14 2023-04-12
80. ILLINOIS TOOL WORKS INC COM   2011-03-25 2023-04-12
309. ISHARES S & P SMALLCAP 600   2021-10-12 2023-04-12
51. MICROSOFT CORP   2015-12-15 2023-04-12
75. NVIDIA CORP   2020-04-14 2023-04-12
32. O'REILLY AUTOMOTIVE INC   2022-10-04 2023-04-12
750. SPDR INDEX SHS FDS   2022-10-04 2023-04-12
64. TEXAS INSTRUMENTS INC.   2014-12-23 2023-04-12
22. ACCENTURE PLC-CL A   2011-03-25 2023-04-12
24. ALPHABET INC   2013-02-15 2023-05-16
301. AMAZON.COM INC   2018-04-27 2023-05-16
45. ANALOG DEVICES   2018-04-27 2023-05-16
50. APPLE COMPUTER   2010-06-10 2023-05-16
142. AUTOMATIC DATA PROCESSING   2022-10-04 2023-05-16
100. CHEVRONTEXACO CORP   2019-10-14 2023-05-16
3. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-05-06 2023-05-16
19. COSTCO WHOLESALE CORP   2018-07-13 2023-05-16
25. DANAHER CORP   2021-08-19 2023-05-16
50. DEERE & COMPANY   2022-10-04 2023-05-16
50. DEERE & COMPANY   2021-10-12 2023-05-16
24. EMERSON ELECTRIC CO   2023-02-17 2023-05-16
180. J P MORGAN CHASE & CO   2018-04-27 2023-05-16
115. JOHNSON & JOHNSON CO   2018-11-01 2023-05-16
4. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2023-05-16
42. M & T BANK CORP   2021-08-19 2023-05-16
8. NORTHROP GRUMMAN CORP W/1 RT/SH   2022-05-23 2023-05-16
25. NVIDIA CORP   2020-08-14 2023-05-16
21. PROCTER & GAMBLE CO   2020-04-14 2023-05-16
1500. REGIONS FINL CORP NEW   2021-08-19 2023-05-16
3. ROCKWELL INTL CORP NEW   2023-02-17 2023-05-16
26. TEXAS INSTRUMENTS INC.   2014-12-23 2023-05-16
19. UNITEDHEALTH GROUP INC   2018-11-01 2023-05-16
2169.62 VICTORY PORTFOLIOS   2021-10-12 2023-05-16
39. VISA INC   2015-12-15 2023-05-16
30. ACCENTURE PLC-CL A   2011-03-25 2023-05-16
50000. US TREASURY N/B 2.25% 01/31/2024   2022-08-03 2023-05-17
25000. US TREASURY N/B 2.25% 01/31/2024   2022-08-03 2023-05-19
100000. US TREASURY N/B 2.375% 02/29/2024   2022-07-25 2023-07-07
200. ALPHABET INC   2013-02-15 2023-07-13
19. AMAZON.COM INC   2018-11-01 2023-07-13
13. AMERICAN EXPRESS COMPANY   2011-03-25 2023-07-13
50. APPLE COMPUTER   2010-06-10 2023-07-13
1. BOOKING HLDGS INC   2021-08-19 2023-07-13
100. CHEVRONTEXACO CORP   2021-08-19 2023-07-13
1. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-05-06 2023-07-13
10. COSTCO WHOLESALE CORP   2018-07-13 2023-07-13
256. CROWN CASTLE INC   2018-04-27 2023-07-13
75. DANAHER CORP   2021-08-19 2023-07-13
274. FISERV INC   2022-10-04 2023-07-13
57. ISHARES S & P SMALLCAP 600   2022-01-24 2023-07-13
20. J P MORGAN CHASE & CO   2018-05-31 2023-07-13
10. M & T BANK CORP   2021-08-19 2023-07-13
11. MCDONALDS CORP   2022-01-24 2023-07-13
50. MICROSOFT CORP   2015-12-15 2023-07-13
25. NVIDIA CORP   2020-08-14 2023-07-13
364. OCCIDENTAL PETROLEUM CORP   2023-02-17 2023-07-13
75. PROCTER & GAMBLE CO   2020-04-14 2023-07-13
177. SPDR INDEX SHS FDS   2022-10-04 2023-07-13
159. SHERWIN WILLIAMS CO   2020-08-14 2023-07-13
16. STARBUCKS CORP   2023-02-17 2023-07-13
13. TESLA INC   2021-05-06 2023-07-13
150. TEXAS INSTRUMENTS INC.   2014-12-23 2023-07-13
120. VALERO ENERGY   2013-02-15 2023-07-13
479. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2023-07-13
133. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2023-07-13
1924.3 VICTORY PORTFOLIOS   2022-03-17 2023-07-13
17. VISA INC   2015-12-15 2023-07-13
10. CHUBB LTD   2021-08-19 2023-07-13
50000. US TREASURY N/B 2.375% 02/29/2024   2022-07-25 2023-08-16
112. AMERICAN EXPRESS COMPANY   2023-05-16 2023-10-03
87. AMERICAN EXPRESS COMPANY   2011-03-25 2023-10-03
189. DIAGEO PLC SPONSORED ADR   2022-10-04 2023-10-03
100. DOLLAR GEN CORP NEW   2022-07-22 2023-10-03
239. STARBUCKS CORP   2023-02-17 2023-10-03
300. ACTIVISION BLIZZARD INC   2023-05-16 2023-10-13
50. ALPHABET INC   2015-12-15 2023-11-29
50. APPLE COMPUTER   2010-06-10 2023-11-29
4. BOOKING HLDGS INC   2021-08-19 2023-11-29
32. CONSTELLATION BRANDS INC CL A   2022-05-23 2023-11-29
19. COSTCO WHOLESALE CORP   2018-07-13 2023-11-29
48. ISHARES S & P MIDCAP 400   2023-05-16 2023-11-29
59. ISHARES S & P SMALLCAP 600   2022-01-24 2023-11-29
150. JOHNSON & JOHNSON CO   2018-11-01 2023-11-29
25. MICROSOFT CORP   2015-12-15 2023-11-29
38. PEPSICO INC   2020-04-14 2023-11-29
150. PIONEER NAT RES CO COM   2021-10-12 2023-11-29
60. PROCTER & GAMBLE CO   2020-04-14 2023-11-29
186. SPDR INDEX SHS FDS   2022-10-04 2023-11-29
75. TEXAS INSTRUMENTS INC.   2015-12-15 2023-11-29
505. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2023-11-29
142. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2023-11-29
50. VERTEX PHARMACEUTICAL INC   2023-04-12 2023-11-29
(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 19,380   20,890 -1,510
b 30,223   30,089 134
c 24,227   19,956 4,271
d 16,818   20,069 -3,251
e 38,284   30,973 7,311
9,848   4,382 5,466
18,897   22,997 -4,100
26,456   32,960 -6,504
6,181   1,327 4,854
11,974   10,093 1,881
25,284   26,007 -723
10,922   5,725 5,197
30,361   30,319 42
24,326   24,662 -336
24,326   26,328 -2,002
9,757   4,573 5,184
16,040   884 15,156
9,923   11,379 -1,456
21,264   30,356 -9,092
16,513   14,345 2,168
31,949   21,815 10,134
18,544   4,407 14,137
29,461   34,182 -4,721
14,506   2,819 11,687
19,980   7,769 12,211
28,059   23,426 4,633
30,787   30,026 761
11,357   3,519 7,838
6,241   1,219 5,022
2,881   473 2,408
34,287   24,884 9,403
8,284   3,957 4,327
8,629   442 8,187
30,156   32,681 -2,525
15,373   10,475 4,898
6,176   4,227 1,949
9,455   4,113 5,342
5,649   7,970 -2,321
18,191   17,761 430
18,191   16,592 1,599
1,957   2,061 -104
24,240   19,607 4,633
18,366   16,179 2,187
1,796   1,731 65
4,795   5,663 -868
3,490   3,636 -146
7,345   2,905 4,440
3,276   2,465 811
23,808   29,565 -5,757
815   891 -76
4,257   1,430 2,827
9,136   4,944 4,192
94,574   107,483 -12,909
9,011   3,063 5,948
8,410   1,662 6,748
49,053   49,324 -271
24,517   24,662 -145
98,086   98,945 -859
24,856   5,767 19,089
2,532   1,583 949
2,279   590 1,689
9,512   442 9,070
2,844   2,075 769
15,940   9,346 6,594
2,065   1,409 656
5,333   2,165 3,168
29,279   25,726 3,553
17,969   23,911 -5,942
35,064   27,651 7,413
5,809   5,871 -62
2,977   2,149 828
1,340   1,348 -8
3,245   2,737 508
17,074   2,764 14,310
11,201   2,905 8,296
22,466   22,715 -249
11,110   8,802 2,308
7,500   7,086 414
41,829   35,634 6,195
1,625   1,715 -90
3,544   2,861 683
27,378   8,379 18,999
13,994   5,201 8,793
22,661   18,489 4,172
5,587   5,081 506
90,827   94,425 -3,598
4,148   1,335 2,813
1,899   1,840 59
49,211   49,473 -262
16,594   16,680 -86
12,890   3,945 8,945
27,914   33,171 -5,257
10,348   24,850 -14,502
21,657   25,568 -3,911
28,500   23,286 5,214
6,895   1,898 4,997
9,584   442 9,142
12,640   8,302 4,338
7,702   7,652 50
11,246   4,113 7,133
12,306   11,619 687
5,724   6,077 -353
22,738   21,104 1,634
9,564   1,382 8,182
6,403   5,051 1,352
35,085   28,711 6,374
9,115   7,042 2,073
7,498   7,446 52
11,662   4,320 7,342
23,179   19,493 3,686
5,757   5,424 333
17,484   16,349 1,135
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       -1,510
b       134
c       4,271
d       -3,251
e       7,311
      5,466
      -4,100
      -6,504
      4,854
      1,881
      -723
      5,197
      42
      -336
      -2,002
      5,184
      15,156
      -1,456
      -9,092
      2,168
      10,134
      14,137
      -4,721
      11,687
      12,211
      4,633
      761
      7,838
      5,022
      2,408
      9,403
      4,327
      8,187
      -2,525
      4,898
      1,949
      5,342
      -2,321
      430
      1,599
      -104
      4,633
      2,187
      65
      -868
      -146
      4,440
      811
      -5,757
      -76
      2,827
      4,192
      -12,909
      5,948
      6,748
      -271
      -145
      -859
      19,089
      949
      1,689
      9,070
      769
      6,594
      656
      3,168
      3,553
      -5,942
      7,413
      -62
      828
      -8
      508
      14,310
      8,296
      -249
      2,308
      414
      6,195
      -90
      683
      18,999
      8,793
      4,172
      506
      -3,598
      2,813
      59
      -262
      -86
      8,945
      -5,257
      -14,502
      -3,911
      5,214
      4,997
      9,142
      4,338
      50
      7,133
      687
      -353
      1,634
      8,182
      1,352
      6,374
      2,073
      52
      7,342
      3,686
      333
      1,135
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 2 288,988
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 5,119
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 5,119
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 5,119
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,577
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 5,577
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 458
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow458 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 arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 742-7021

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
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
HUNTINGTON NATIONAL BANK TRUSTEE
1 		43,421    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
4,804,148
b
Average of monthly cash balances.......................
1b
64,890
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,869,038
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
4,869,038
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,036
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,796,002
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
239,800
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
239,800
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,119
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,119
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
234,681
4
Recoveries of amounts treated as qualifying distributions................
4
25,000
5
Add lines 3 and 4............................
5
259,681
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
259,681
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
251,433
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
251,433
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 7 259,681
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 145,909
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$ 251,433
a Applied to 2022, but not more than line 2a 145,909
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..... 105,524
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		154,157
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 ...... 		0
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.... 0
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).)
NONE
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.
NONE
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:
DAVID SABINE CO HUNTINGTON NATL B
23 FEDERAL PLAZA
YOUNGSTOWN,OH44503
(330) 742-7021
DAVE.SABINE@HUNTINGTON.COM
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION STATING PURPOSE OF REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO CHARITABLE ORGANIZATIONS
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

CATHOLIC CHARITIES

901 CHIPPEWA ST
FLINT,MI48503 		NONE PC GENERAL OPERATING 10,000

MILL VALLEY PHILHARMONIC

775 E BLITHEDALE AVENUE - NO 157
MILL VALLEY,CA949411554 		NONE PC GENERAL OPERATING 5,000

SALVATION ARMY NATIONAL CORP

615 SLATERS LN
ALEXANDRIA,VA223141112 		NONE PC GENERAL OPERATING 10,000

RESCUE MISSION OF MAHONING VALLEY

PO BOX 298
YOUNGSTOWN,OH445010298 		NONE PC GENERAL OPERATING 10,000

CALIFORNIA JAZZ CONSERVATORY INC

2087 ADDISON STREET
BERKELEY,CA947041268 		NONE PC GENERAL OPERATING 12,500

YOUNG WOMENS CHRISTIAN ASSOCIATION

503 CASTROVILLE RD
SAN ANTONIO,TX782373131 		NONE PC GENERAL OPERATING 50,000

BERKELEY PUBLIC SCHOOLS FUND

PO BOX 2066
BERKELEY,CA947020066 		NONE PC GENERAL OPERATING 5,000

PLANNED PARENTHOOD

18 S MICHIGAN AVE 6TH FL
CHICAGO,IL60603 		NONE PC GENERAL OPERATING 10,000

BEATITUDE HOUSE

238 TOD LANE
YOUNGSTOWN,OH44504 		NONE PC GENERAL OPERATING 10,000

BERKLEY SCHOLARSHIP FUND

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 3,000

EASTERN BK

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 25,000

GROUNDWORK PROJECT

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 25,000

OH WOW

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 50,000
Total .................................right arrow 3a 225,500
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 ....     14 102,175  
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 ............ 		    18 288,988  
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) ..   391,163  
13Total. Add line 12, columns (b), (d), and (e)..................
13
391,163
(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:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2023 InvestmentsCorpBondsSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Name of Bond End of Year Book Value End of Year Fair Market Value
69371RQ25 PACCAR FINL CORP MED 104,330 98,020
718172CD9 PHILIP MORRIS INTL I    
912828Z94 US TREASURY N/B 1.5% 49,904 43,594
74460WAA5 PUBLIC STORAGE 49,608 46,078
740189AM7 PRECISION CASTPARTS 54,519 48,963
91282CCH2 US TREASURY N/B 1.25 95,582 89,219
49271VAJ9 KEURIG DR PEPPER INC 53,176 45,852
78016EZQ3 ROYAL BANK OF CANADA 50,005 46,163
9128284N7 US TREASURY N/B 2.87 98,839 95,938
912828V80 US TREASURY N/B 2.25    
9128286Z8 US TREASURY N/B 1.75 52,158 49,156
23338VAN6 DTE ELEC CO 50,662 44,954
70450YAE3 PAYPAL HLDGS INC 52,782 45,692
912828YQ7 US TREASURY N/B 1.62 121,339 117,031
291011BL7 EMERSON ELEC CO 50,901 45,603
91282CBL4 US TREASURY N/B 1.12 93,088 83,547
912828P46 US TREASURY N/B 1.62 173,457 165,867
91324PDK5 UNITEDHEALTH GROUP I 26,367 24,372
06406RBB2 BANK OF NY MELLON CO 23,770 21,330
482480AL4 KLA CORP 48,757 50,930
9128286G0 US TREASURY N/B 2.37    
17252MAN0 CINTAS CORP NO 2 50,170 48,933
91282CEP2 US TREASURY N/B 2.87 50,236 46,406
89115A2E1 TORONTON-DOMINION BA 50,600 48,553
38145GAH3 GOLDMAN SACHS GROUP 48,587 48,172
032654AN5 ANALOG DEVICES INC 50,161 48,889
039482AB0 ARCHER DANIELS MIDLA 46,543 46,610
06368LGV2 BANK OF MONTREAL 5.2 49,952 50,936
369550BP2 GENERAL DYNAMICS COR 59,782 65,285
912810FP8 US TREASURY BOND 5.3 54,438 54,688
9128283Z1 US TREASURY N/B 2.75 169,656 171,227
91282CGE5 US TREASURY N/B 3.87 97,945 99,250
91282CGM7 US TREASURY N/B 3.5% 58,533 58,266
91282CGQ8 US TREASURY N/B 4% 0 51,695 50,297
91282CHR5 US TREASURY N/B 4% 0 48,967 50,320

TY 2023 InvestmentsCorpStockSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Name of Stock End of Year Book Value End of Year Fair Market Value
097023105 BOEING CO    
70450Y103 PAYPAL HOLDINGS INCO    
92826C839 VISA INC 20,502 67,951
882508104 TEXAS INSTRS INC 4,320 12,785
437076102 HOME DEPOT INC    
92939U106 WEC ENERGY GROUP INC    
254687106 DISNEY WALT CO    
713448108 PEPSICO INC 23,526 30,062
31428Q739 FEDERATED TOTAL RETU    
478160104 JOHNSON & JOHNSON 10,552 11,756
871829107 SYSCO CORP    
22822V101 CROWN CASTLE INC    
91324P102 UNITEDHEALTH GROUP I 32,542 59,491
31421N683 FEDERATED HERMES EQU    
649280815 NEW WORLD FD INC NEW    
023135106 AMAZON COM INC 36,008 43,759
032654105 ANALOG DEVICES INC 20,907 40,308
452308109 ILLINOIS TOOL WKS IN    
78464A698 SPDR SER TR    
31420B847 FEDERATED HERMES INS    
72201F623 PIMCO FDS    
G1151C101 ACCENTURE PLC-CL A 9,693 61,409
38144N841 GOLDMAN SACHS TR    
464287788 ISHARES TR    
594918104 MICROSOFT CORP 20,730 141,015
74340W103 PROLOGIS INC    
773903109 ROCKWELL AUTOMATION 35,812 38,189
91913Y100 VALERO ENERGY CORP N 23,157 65,000
592905749 METROPOLITAN WEST FD    
543916688 LORD ABBETT INVT TR    
552982720 MFS SER TR XIII    
89155T649 TOUCHSTONE FDS GROUP    
09247X101 BLACKROCK INC    
883556102 THERMO FISHER SCIENT    
007903107 ADVANCED MICRO DEVIC    
61756E461 MORGAN STANLEY INSTL    
037833100 APPLE INC 23,331 105,892
166764100 CHEVRON CORP NEW    
46120E602 INTUITIVE SURGICAL I 21,262 23,278
46625H100 JPMORGAN CHASE & CO 32,280 51,030
742718109 PROCTER & GAMBLE CO 16,492 20,516
025816109 AMERICAN EXPRESS CO    
532457108 LILLY ELI & CO 36,084 104,343
654106103 NIKE INC    
824348106 SHERWIN WILLIAMS CO    
907818108 UNION PAC CORP    
28176E108 EDWARDS LIFESCIENCES    
22160K105 COSTCO WHOLESALE COR 9,959 30,364
65339F101 NEXTERA ENERGY INC 16,848 31,403
67066G104 NVIDIA CORP 20,338 86,664
701094104 PARKER-HANNIFIN CORP 31,281 41,463
02079K305 ALPHABET INC 25,803 76,830
060505104 BANK AMER CORP    
14040H105 CAPITAL ONE FINL COR    
260557103 DOW INC    
723787107 PIONEER NAT RES CO    
88160R101 TESLA INC 39,013 47,211
744320102 PRUDENTIAL FINL INC    
43300A203 HILTON WORLDWIDE HLD    
7591EP100 REGIONS FINL CORP NE    
171340102 CHURCH & DWIGHT CO I    
09857L108 BOOKING HLDGS INC 31,405 49,661
235851102 DANAHER CORP    
H1467J104 CHUBB LTD 28,763 35,030
244199105 DEERE & CO    
053484101 AVALONBAY CMNTYS INC    
149123101 CATERPILLAR INS    
169656105 CHIPOTLE MEXICAN GRI 29,586 48,026
464287804 ISHARES TR 82,477 86,925
92646A831 VICTORY PORTFOLIOS    
55261F104 M & T BK CORP 19,956 20,288
444859102 HUMANA INC    
256677105 DOLLAR GEN CORP NEW    
26875P101 EOG RES INC 28,427 27,214
337738108 FISERV INC 22,769 25,372
539830109 LOCKHEED MARTIN CORP 24,231 25,381
025537101 AMERICAN ELEC PWR CO 41,656 35,980
579780206 MCCORMICK & CO INC    
053015103 AUTOMATIC DATA PROCE    
666807102 NORTHROP GRUMMAN COR 19,088 19,662
922042858 VANGUARD INTL EQUITY 74,295 77,720
21036P108 CONSTELLATION BRANDS 39,025 39,647
00206R102 AT&T INC    
285512109 ELECTRONIC ARTS INC    
036752103 ANTHEM INC 37,159 38,196
00287Y109 ABBVIE INC    
78463X749 SPDR INDEX SHS FDS 99,768 108,882
81762P102 SERVICENOW INC 24,177 41,683
580135101 MCDONALDS CORP 43,174 50,110
25243Q205 DIAGEO PLC    
921943858 VANGUARD TAX-MANAGED 274,570 324,091
67103H107 O'REILLY AUTOMOTIVE    
00724F101 ADOBE SYS INC 23,161 38,779
049560105 ATMOS ENERGY CORP 24,033 23,180
084670702 BERKSHIRE HATHAWAY C 21,142 21,756
101137107 BOSTON SCIENTIFIC CO 34,948 37,692
20030N101 COMCAST CORP NEW 21,264 23,021
291011104 EMERSON ELEC CO 21,898 24,819
30231G102 EXXON MOBIL CORP 23,417 20,296
30303M102 FACEBOOK INC CL-A 11,974 17,698
369604301 GENERAL ELEC CO 34,787 43,777
464287507 ISHARES TR 163,921 177,376
64110L106 NETFLIX INC 17,414 24,344
79466L302 SALESFORCE.COM INC 23,356 37,366
871607107 SYNOPSYS INC 24,647 28,320
872540109 TJX COS INC NEW 21,163 22,327
872590104 T-MOBILE US INC 27,898 30,463
92532F100 VERTEX PHARMACEUTICA 16,537 19,938
931142103 WAL MART STORES INC 15,007 15,765
G54950103 LINDE PLC 30,307 29,982

TY 2023 OtherDecreasesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Amount
CY PURCHASE OF ACCRUED INTEREST 92
ROC ON CY SALES 273


TY 2023 OtherExpensesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 2,022 0   2,022
STATE FILING/TAX PAYMENT 200 0   200
OTHER EXPENSE (NON-DEDUCTIBLE 750 0   750


TY 2023 OtherIncreasesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Amount
MUTUAL FUND TIMING ADJ 488
RECOVERY OF GRANTS PAID 25,000


TY 2023 TaxesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 529 529   0
FEDERAL ESTIMATES - PRINCIPAL 3,493 0   0
FOREIGN TAXES ON NONQUALIFIED 390 390   0