TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
EDITH MAE ECKLER TRUST

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

34-6650255

B Telephone number (see instructions)

(330) 849-8878

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$726,716J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	17,398		17,398
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		12,718
b	Gross sales price for all assets on line 6a 335,635
7	Capital gain net income (from Part IV, line 2)...			12,718
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).......	List of Attached Documents: // Content	1,482
12	Total. Add lines 1 through 11........	31,598		30,116
13	Compensation of officers, directors, trustees, etc.	10,134		5,067		5,067
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).......	List of Attached Documents: // Content	1,750	0	0	1,750
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	100	100		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).......	List of Attached Documents: // Content	200			200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	12,184		5,167	0	7,017
25	Contributions, gifts, grants paid.......	34,000				34,000
26	Total expenses and disbursements. Add lines 24 and 25	46,184		5,167	0	41,017
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-14,586
b	Net investment income (if negative, enter -0-)			24,949
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	18,780	18,435	18,435
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	647,132	List of Attached Documents: // Content 632,906	708,281
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	665,912	651,341	726,716
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	665,912	651,341
	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).....	665,912	651,341
	30	Total liabilities and net assets/fund balances (see instructions).	665,912	651,341

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

665,912

Enter amount from Part I, line 27a .....................

-14,586

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

2,526

Add lines 1, 2, and 3 ..........................

653,852

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

2,511

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

651,341

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	46. ABBVIE INC			2023-02-10
b	27. ALPHABET INC			2023-02-10
c	57. AMAZON.COM INC		2017-08-24	2023-02-10
d	48. ELECTRONIC ARTS INC		2022-08-17	2023-02-10
e	247.99 MORGAN STANLEY INSTL FD INC			2023-02-10
	1901.66 MORGAN STANLEY INSTL FD INC			2023-02-10
	24. AUTOMATIC DATA PROCESSING			2023-03-21
	16. BANK AMER CORP COM			2023-03-21
	165. BANK AMER CORP COM			2023-03-21
	.92 FIRST EAGLE FDS		2023-02-10	2023-03-21
	7. FISERV INC			2023-03-21
	89. FISERV INC			2023-03-21
	.25 MFS SER TR XIII		2021-12-30	2023-03-21
	.01 VICTORY PORTFOLIOS		2021-10-11	2023-03-21
	.18 WASATCH FDS TR		2021-10-11	2023-03-21
	23. CHUBB LTD			2023-03-21
	7. ACTIVISION BLIZZARD INC		2023-03-21	2023-04-11
	7. ADVANCED MICRO DEVICES INC W/1		2023-03-21	2023-04-11
	7. ALPHABET INC		2013-03-15	2023-04-11
	6. AMAZON.COM INC		2017-08-24	2023-04-11
	3. ANALOG DEVICES			2023-04-11
	1. ANTHEM INC		2022-03-16	2023-04-11
	6. APPLE COMPUTER			2023-04-11
	2. BROADCOM INC		2021-12-29	2023-04-11
	8. COCA-COLA CO		2021-10-08	2023-04-11
	1. COSTCO WHOLESALE CORP		2022-03-16	2023-04-11
	6. DISNEY (WALT) CO		2022-08-17	2023-04-11
	4. EXXON MOBIL CORP COM			2023-04-11
	2. HCA HEALTHCARE INC		2023-02-10	2023-04-11
	5. HILTON WORLDWIDE HLDGS INC			2023-04-11
	2. HOME DEPOT INC.		2021-11-30	2023-04-11
	2. HONEYWELL INTL INC COM			2023-04-11
	2. INTUIT INC		2021-09-10	2023-04-11
	2. INTUITIVE SURGICAL INC		2022-12-27	2023-04-11
	48. ISHARES S & P SMALLCAP 600		2021-03-18	2023-04-11
	1. JOHNSON & JOHNSON CO		2022-12-27	2023-04-11
	2. ELI LILLY & CO		2022-02-16	2023-04-11
	3. MASTERCARD INC		2022-02-16	2023-04-11
	5. MERCK & CO INC NEW		2022-12-27	2023-04-11
	3. MICROSOFT CORP		2021-10-08	2023-04-11
	2. NETFLIX INC		2022-11-10	2023-04-11
	3. NVIDIA CORP		2021-10-08	2023-04-11
	1. O'REILLY AUTOMOTIVE INC		2023-02-10	2023-04-11
	4. OCCIDENTAL PETROLEUM CORP		2022-11-10	2023-04-11
	9. ORACLE CORP		2021-12-29	2023-04-11
	1. PARKER HANNIFIN CORP		2023-02-10	2023-04-11
	6. ROSS STORES INC			2023-04-11
	2. SERVICENOW INC		2021-11-30	2023-04-11
	5. STARBUCKS CORP		2023-02-10	2023-04-11
	5. T-MOBILE US INC		2022-03-16	2023-04-11
	1. TESLA INC		2021-09-10	2023-04-11
	1. THERMO ELECTRON CORP W/1 RT/SH		2021-09-10	2023-04-11
	1. UNITEDHEALTH GROUP INC		2022-11-10	2023-04-11
	5. VALERO ENERGY		2021-11-30	2023-04-11
	2. VERTEX PHARMACEUTICAL INC		2023-03-21	2023-04-11
	3. VISA INC			2023-04-11
	3. EATON CORP PLC		2023-03-21	2023-04-11
	141.74 GUGGENHEIM FDS TR			2023-04-12
	449.08 LORD ABBETT INVT TR		2017-08-25	2023-04-12
	481.05 MFS SER TR XIII			2023-04-12
	4. ACTIVISION BLIZZARD INC		2023-03-21	2023-04-19
	5. ADVANCED MICRO DEVICES INC W/1		2023-03-21	2023-04-19
	5. ALPHABET INC		2013-03-15	2023-04-19
	3. AMAZON.COM INC		2017-08-24	2023-04-19
	3. ANALOG DEVICES		2022-06-15	2023-04-19
	1. ANTHEM INC		2021-05-11	2023-04-19
	5. APPLE COMPUTER		2021-10-08	2023-04-19
	1. CHIPOTLE MEXICAN GRILL INC CLASS A		2021-08-10	2023-04-19
	4. COCA-COLA CO		2021-10-08	2023-04-19
	2. DISNEY (WALT) CO		2022-08-17	2023-04-19
	2. EXXON MOBIL CORP COM		2022-12-27	2023-04-19
	64.46 FEDERATED HERMES INSTL TR		2021-04-19	2023-04-19
	.02043 FEDERATED TOTAL RETURN SERS INC			2023-04-19
	250.56957 FEDERATED TOTAL RETURN SERS INC			2023-04-19
	101.33 FIRST EAGLE FDS		2023-04-12	2023-04-19
	.92 FIRST EAGLE FDS		2023-02-10	2023-04-19
	57.75 GUGGENHEIM FDS TR		2022-02-17	2023-04-19
	2. HCA HEALTHCARE INC		2023-02-10	2023-04-19
	2. HILTON WORLDWIDE HLDGS INC		2021-03-18	2023-04-19
	1. HOME DEPOT INC.		2021-11-30	2023-04-19
	1. HONEYWELL INTL INC COM		2022-06-15	2023-04-19
	1. INTUIT INC		2021-09-10	2023-04-19
	1. INTUITIVE SURGICAL INC		2022-12-27	2023-04-19
	7. ISHARES S & P SMALLCAP 600		2021-03-18	2023-04-19
	1. JOHNSON & JOHNSON CO		2022-12-27	2023-04-19
	2. ELI LILLY & CO		2022-02-16	2023-04-19
	245.14 LOOMIS SAYLES FDS II		2022-05-19	2023-04-19
	496.3 LORD ABBETT INVT TR		2017-08-25	2023-04-19
	43.9 MFS SER TR XIII		2021-10-11	2023-04-19
	1. MASTERCARD INC		2022-02-16	2023-04-19
	3. MERCK & CO INC NEW		2022-12-27	2023-04-19
	78.61 METROPOLITAN WEST FDS		2019-07-19	2023-04-19
	3. MICROSOFT CORP			2023-04-19
	1. NETFLIX INC		2022-11-10	2023-04-19
	4. NVIDIA CORP		2019-11-19	2023-04-19
	1. O'REILLY AUTOMOTIVE INC		2022-08-17	2023-04-19
	4. OCCIDENTAL PETROLEUM CORP		2022-11-10	2023-04-19
	7. ORACLE CORP		2021-12-29	2023-04-19
	1. PARKER HANNIFIN CORP		2022-11-10	2023-04-19
	107.6 PIMCO FDS		2017-08-25	2023-04-19
	3. ROSS STORES INC		2022-08-17	2023-04-19
	3. STARBUCKS CORP		2023-02-10	2023-04-19
	4. T-MOBILE US INC		2022-03-16	2023-04-19
	1. TESLA INC		2021-09-10	2023-04-19
	1. THERMO ELECTRON CORP W/1 RT/SH		2021-09-10	2023-04-19
	3. VALERO ENERGY		2021-11-30	2023-04-19
	22.69 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES		2021-03-17	2023-04-19
	1. VERTEX PHARMACEUTICAL INC		2023-03-21	2023-04-19
	26.0851 VICTORY PORTFOLIOS		2021-10-11	2023-04-19
	4.0449 VICTORY PORTFOLIOS			2023-04-19
	2. VISA INC		2020-11-17	2023-04-19
	-.00082 WASATCH FDS TR			2023-04-19
	40.86082 WASATCH FDS TR			2023-04-19
	2. EATON CORP PLC		2023-03-21	2023-04-19
	3. ANTHEM INC		2021-05-11	2023-05-09
	1. APPLE COMPUTER		2020-03-09	2023-05-09
	1. EXXON MOBIL CORP COM		2022-12-27	2023-05-09
	3.8 FIRST EAGLE FDS		2023-04-12	2023-05-09
	1. ISHARES S & P SMALLCAP 600		2021-03-18	2023-05-09
	1.71 MFS SER TR XIII		2021-10-11	2023-05-09
	62. ROSS STORES INC			2023-05-09
	1. STARBUCKS CORP		2023-02-10	2023-05-09
	9. UNITEDHEALTH GROUP INC		2022-11-10	2023-05-09
	1.21 VICTORY PORTFOLIOS		2021-10-11	2023-05-09
	-.00096 WASATCH FDS TR			2023-05-09
	1.44096 WASATCH FDS TR			2023-05-09
	1. ALPHABET INC		2013-03-15	2023-05-23
	1. COCA-COLA CO		2021-10-08	2023-05-23
	3.65 FIRST EAGLE FDS		2023-04-12	2023-05-23
	1. HILTON WORLDWIDE HLDGS INC		2021-03-18	2023-05-23
	1.41 MFS SER TR XIII		2021-10-11	2023-05-23
	10. NVIDIA CORP		2022-04-25	2023-05-23
	1. ORACLE CORP		2021-12-29	2023-05-23
	1.01 VICTORY PORTFOLIOS		2021-10-11	2023-05-23
	1.46 WASATCH FDS TR			2023-05-23
	8. ACTIVISION BLIZZARD INC		2023-03-21	2023-07-13
	13. ADVANCED MICRO DEVICES INC W/1		2023-05-23	2023-07-13
	11. ALPHABET INC		2013-03-15	2023-07-13
	6. AMAZON.COM INC		2022-04-25	2023-07-13
	4. ANALOG DEVICES		2022-06-15	2023-07-13
	2. ANTHEM INC			2023-07-13
	10. APPLE COMPUTER		2020-03-09	2023-07-13
	2. BROADCOM INC		2021-12-29	2023-07-13
	7. COCA-COLA CO		2021-10-08	2023-07-13
	2. COSTCO WHOLESALE CORP		2022-03-16	2023-07-13
	5. DISNEY (WALT) CO		2022-08-17	2023-07-13
	8. EDWARDS LIFESCIENCES CORP		2023-05-09	2023-07-13
	4. EXXON MOBIL CORP COM		2022-12-27	2023-07-13
	2. HCA HEALTHCARE INC		2023-02-10	2023-07-13
	5. HILTON WORLDWIDE HLDGS INC		2021-03-18	2023-07-13
	2. HOME DEPOT INC.		2021-11-30	2023-07-13
	3. HONEYWELL INTL INC COM		2022-06-15	2023-07-13
	1. INTUIT INC		2021-09-10	2023-07-13
	2. INTUITIVE SURGICAL INC		2022-12-27	2023-07-13
	14. ISHARES S & P SMALLCAP 600		2021-03-18	2023-07-13
	3. JOHNSON & JOHNSON CO		2022-12-27	2023-07-13
	3. ELI LILLY & CO		2022-02-16	2023-07-13
	3. MASTERCARD INC		2022-02-16	2023-07-13
	5. MERCK & CO INC NEW		2022-12-27	2023-07-13
	6. MICROSOFT CORP			2023-07-13
	2. NETFLIX INC		2022-11-10	2023-07-13
	5. NVIDIA CORP		2022-04-25	2023-07-13
	1. O'REILLY AUTOMOTIVE INC		2022-08-17	2023-07-13
	8. OCCIDENTAL PETROLEUM CORP		2022-11-10	2023-07-13
	13. ORACLE CORP		2021-12-29	2023-07-13
	2. PARKER HANNIFIN CORP		2022-11-10	2023-07-13
	2. SERVICENOW INC		2021-11-30	2023-07-13
	6. STARBUCKS CORP		2023-02-10	2023-07-13
	7. T-MOBILE US INC		2022-04-25	2023-07-13
	7. TESLA INC		2021-09-10	2023-07-13
	1. THERMO ELECTRON CORP W/1 RT/SH		2022-03-16	2023-07-13
	7. VALERO ENERGY		2021-11-30	2023-07-13
	2. VERTEX PHARMACEUTICAL INC		2023-03-21	2023-07-13
	5. VISA INC			2023-07-13
	4. EATON CORP PLC		2023-03-21	2023-07-13
	218.17 FIRST EAGLE FDS		2023-04-12	2023-07-14
	84.66 MFS SER TR XIII		2021-10-11	2023-07-14
	60.25628 VICTORY PORTFOLIOS		2021-10-11	2023-07-14
	.98372 VICTORY PORTFOLIOS		2021-10-11	2023-07-14
	86.93 WASATCH FDS TR			2023-07-14
	59. ACTIVISION BLIZZARD INC		2023-03-21	2023-07-17
	39. DISNEY (WALT) CO			2023-08-10
	3. FACEBOOK INC CL-A		2023-07-17	2023-08-10
	21. JOHNSON & JOHNSON CO			2023-08-10
	.1 MFS SER TR XIII		2021-10-11	2023-08-10
	40. MERCK & CO INC NEW			2023-08-10
	10. NVIDIA CORP		2022-04-25	2023-08-10
	.48 WASATCH FDS TR		2021-10-11	2023-08-10
	41. ADVANCED MICRO DEVICES INC W/1			2023-09-28
	3. BROADCOM INC		2021-12-29	2023-09-28
	1. EXXON MOBIL CORP COM		2022-12-27	2023-09-28
	4.21 FIRST EAGLE FDS		2023-04-12	2023-09-28
	1. HONEYWELL INTL INC COM		2022-06-15	2023-09-28
	13. ELI LILLY & CO		2022-02-16	2023-09-28
	1.64 MFS SER TR XIII		2021-10-11	2023-09-28
	5. MICROSOFT CORP		2017-08-10	2023-09-28
	49. ORACLE CORP			2023-09-28
	45. STARBUCKS CORP		2023-02-10	2023-09-28
	14. T-MOBILE US INC			2023-09-28
	14. TESLA INC			2023-09-28
	1.17 VICTORY PORTFOLIOS			2023-09-28
	1.69 WASATCH FDS TR		2021-10-11	2023-09-28
	60.69 FEDERATED HERMES INSTL TR		2021-04-19	2023-10-11
	69.7 GUGGENHEIM FDS TR			2023-10-11
	2413.44 LORD ABBETT INVT TR			2023-10-11
	24.29 METROPOLITAN WEST FDS		2019-07-19	2023-10-11
	.33 VERALTO CORP.		2023-09-28	2023-10-24
	7. VERALTO CORP.		2023-09-28	2023-11-30
	35. ANALOG DEVICES			2023-12-21
	21. BECTON DICKINSON AND CO.		2023-09-28	2023-12-21
	25. CHEVRONTEXACO CORP		2023-09-28	2023-12-21
	4. COCA-COLA CO		2023-02-10	2023-12-21
	55. COCA-COLA CO			2023-12-21
	9. COSTCO WHOLESALE CORP			2023-12-21
	2. DANAHER CORP		2023-11-30	2023-12-21
	57. EDWARDS LIFESCIENCES CORP		2023-05-09	2023-12-21
	19. HCA HEALTHCARE INC		2023-02-10	2023-12-21
	1. HOME DEPOT INC.		2023-02-10	2023-12-21
	13. HOME DEPOT INC.		2021-11-30	2023-12-21
	1. HONEYWELL INTL INC COM		2023-08-10	2023-12-21
	17. HONEYWELL INTL INC COM		2022-06-15	2023-12-21
	3. OCCIDENTAL PETROLEUM CORP		2023-02-10	2023-12-21
	58. OCCIDENTAL PETROLEUM CORP		2022-11-10	2023-12-21
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	7,003	6,732	271
b	2,568	1,461	1,107
c	5,550	2,720	2,830
d	5,366	6,419	-1,053
e	5,267	4,245	1,022
	40,391	45,375	-4,984
	5,207	5,749	-542
	458	535	-77
	4,724	7,365	-2,641
	22	22
	788	747	41
	10,024	9,099	925
	4	6	-2

	3	4	-1
	4,455	4,640	-185
	596	559	37
	654	696	-42
	738	143	595
	596	286	310
	571	506	65
	488	463	25
	968	887	81
	1,246	1,352	-106
	500	435	65
	499	533	-34
	605	743	-138
	463	457	6
	544	516	28
	711	667	44
	589	808	-219
	385	387	-2
	877	1,144	-267
	524	524
	4,620	5,458	-838
	165	177	-12
	733	492	241
	1,086	1,147	-61
	565	560	5
	851	886	-35
	680	524	156
	819	627	192
	873	840	33
	259	276	-17
	845	797	48
	320	351	-31
	634	620	14
	935	1,325	-390
	530	534	-4
	749	634	115
	187	252	-65
	579	574	5
	521	537	-16
	685	332	353
	647	604	43
	681	653	28
	476	500	-24
	3,375	3,529	-154
	1,733	1,927	-194
	7,653	9,952	-2,299
	342	319	23
	450	497	-47
	522	102	420
	314	143	171
	565	450	115
	454	398	56
	839	717	122
	1,807	1,879	-72
	254	218	36
	198	248	-50
	232	219	13
	547	643	-96

	2,403	2,772	-369
	2,535	2,522	13
	23	23
	1,369	1,433	-64
	543	516	27
	294	252	42
	297	404	-107
	198	187	11
	444	549	-105
	300	262	38
	670	796	-126
	162	177	-15
	740	492	248
	2,412	2,483	-71
	1,911	2,129	-218
	702	907	-205
	374	382	-8
	342	336	6
	814	935	-121
	865	639	226
	321	262	59
	1,114	207	907
	902	743	159
	249	276	-27
	670	620	50
	323	299	24
	798	1,204	-406
	313	274	39
	322	321	1
	596	507	89
	183	252	-69
	580	574	6
	371	199	172
	539	634	-95
	329	302	27
	1,185	1,318	-133
	184	204	-20
	465	422	43

	641	926	-285
	327	333	-6
	1,397	1,195	202
	173	69	104
	109	110	-1
	95	94	1
	92	114	-22
	27	35	-8
	6,414	5,648	766
	107	107
	4,454	4,837	-383
	54	61	-7

	22	33	-11
	124	20	104
	61	54	7
	90	91	-1
	140	126	14
	22	29	-7
	3,110	1,944	1,166
	101	89	12
	44	51	-7
	23	34	-11
	721	639	82
	1,485	1,430	55
	1,354	224	1,130
	799	865	-66
	785	601	184
	839	782	57
	1,900	688	1,212
	1,777	1,392	385
	421	381	40
	1,073	1,066	7
	450	619	-169
	746	711	35
	418	438	-20
	595	516	79
	759	630	129
	633	808	-175
	624	560	64
	481	549	-68
	693	524	169
	1,427	1,592	-165
	473	532	-59
	1,316	739	577
	1,204	1,147	57
	536	560	-24
	2,043	1,429	614
	891	524	367
	2,241	972	1,269
	964	743	221
	494	551	-57
	1,529	1,151	378
	797	598	199
	1,143	1,325	-182
	609	641	-32
	974	896	78
	1,909	1,762	147
	535	552	-17
	809	465	344
	697	604	93
	1,217	1,036	181
	808	667	141
	5,498	5,430	68
	1,397	1,750	-353
	2,822	3,044	-222
	46	50	-4
	1,374	1,972	-598
	5,470	4,710	760
	3,429	4,785	-1,356
	923	920	3
	3,686	3,711	-25
	2	2
	4,234	4,463	-229
	4,278	1,944	2,334
	7	11	-4
	4,041	3,930	111
	2,450	2,028	422
	120	116	4
	100	105	-5
	188	187	1
	7,103	3,201	3,902
	24	34	-10
	1,551	359	1,192
	5,094	4,336	758
	4,076	4,809	-733
	1,965	1,777	188
	3,370	3,492	-122
	52	59	-7
	26	38	-12
	508	606	-98
	1,645	1,724	-79
	9,147	10,244	-1,097
	243	291	-48
	23	29	-6
	527	611	-84
	6,846	5,225	1,621
	5,059	5,507	-448
	3,764	4,266	-502
	231	239	-8
	3,183	2,998	185
	5,976	4,743	1,233
	456	445	11
	4,266	5,068	-802
	5,064	4,900	164
	350	317	33
	4,552	5,254	-702
	204	190	14
	3,461	3,175	286
	181	196	-15
	3,491	3,998	-507
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138
			1,138

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			271
b			1,107
c			2,830
d			-1,053
e			1,022
			-4,984
			-542
			-77
			-2,641

			41
			925
			-2

			-1
			-185
			37
			-42
			595
			310
			65
			25
			81
			-106
			65
			-34
			-138
			6
			28
			44
			-219
			-2
			-267

			-838
			-12
			241
			-61
			5
			-35
			156
			192
			33
			-17
			48
			-31
			14
			-390
			-4
			115
			-65
			5
			-16
			353
			43
			28
			-24
			-154
			-194
			-2,299
			23
			-47
			420
			171
			115
			56
			122
			-72
			36
			-50
			13
			-96

			-369
			13

			-64
			27
			42
			-107
			11
			-105
			38
			-126
			-15
			248
			-71
			-218
			-205
			-8
			6
			-121
			226
			59
			907
			159
			-27
			50
			24
			-406
			39
			1
			89
			-69
			6
			172
			-95
			27
			-133
			-20
			43

			-285
			-6
			202
			104
			-1
			1
			-22
			-8
			766

			-383
			-7

			-11
			104
			7
			-1
			14
			-7
			1,166
			12
			-7
			-11
			82
			55
			1,130
			-66
			184
			57
			1,212
			385
			40
			7
			-169
			35
			-20
			79
			129
			-175
			64
			-68
			169
			-165
			-59
			577
			57
			-24
			614
			367
			1,269
			221
			-57
			378
			199
			-182
			-32
			78
			147
			-17
			344
			93
			181
			141
			68
			-353
			-222
			-4
			-598
			760
			-1,356
			3
			-25

			-229
			2,334
			-4
			111
			422
			4
			-5
			1
			3,902
			-10
			1,192
			758
			-733
			188
			-122
			-7
			-12
			-98
			-79
			-1,097
			-48
			-6
			-84
			1,621
			-448
			-502
			-8
			185
			1,233
			11
			-802
			164
			33
			-702
			14
			286
			-15
			-507

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	12,718
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	347
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	347
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	347
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	112
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	112
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.......		9	235
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

HUNTINGTON NATIONAL BANK Telephone no. right arrow

(330) 849-8878

Located at right arrow

PO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4 right arrow

43216

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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	10,134
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 1	10,134

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

665,703

Average of monthly cash balances.......................

16,181

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

681,884

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

681,884

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

10,228

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

671,656

Minimum investment return. Enter 5% (0.05) of line 5................

33,583

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.)

Minimum investment return from Part IX, line 6..................

33,583

Tax on investment income for 2022 from Part V, line 5.......

347

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

347

Distributable amount before adjustments. Subtract line 2c from line 1............

33,236

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

33,236

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

33,236

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

41,017

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

41,017

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					33,236
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	3,995
b From 2019......	6,279
c From 2020......	6,870
d From 2021......	2,744
e From 2022......	7,115
f Total of lines 3a through e ........		27,003
4Qualifying distributions for 2023 from Part
XI, line 4: $ 41,017
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					33,236
e Remaining amount distributed out of corpus		7,781
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		34,784
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) ...		3,995
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		30,789
10 Analysis of line 9:
a Excess from 2019....	6,279
b Excess from 2020....	6,870
c Excess from 2021....	2,744
d Excess from 2022....	7,115
e Excess from 2023....	7,781

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNIVERSITY OF AKRON C/O HUNTINGTON BANK PO BOX 1558 E COLUMBUS,OH43216	NONE	PC	GENERAL OPERATING	34,000
Total ................................. 3a				34,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	17,398
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	12,718
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	1,482
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				31,598

13Total. Add line 12, columns (b), (d), and (e)..................

31,598

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
883556102 THERMO FISHER SCIENT	5,262	5,308
437076102 HOME DEPOT INC
46120E602 INTUITIVE SURGICAL I	4,435	5,735
911312106 UNITED PARCEL SVC IN
46138E511 INVESCO EXCHANGE-TRA
02079K305 ALPHABET INC	6,092	14,528
461202103 INTUIT	3,426	8,750
31420B847 FEDERATED HERMES INS	15,781	15,334
957663503 WESTERN ASSET FDS IN
16119P108 CHARTER COMMUNICATIO
00724F101 ADOBE SYS INC	6,040	5,966
67066G104 NVIDIA CORP	4,257	15,847
70450Y103 PAYPAL HOLDINGS INCO
191216100 COCA COLA CO
88160R101 TESLA INC	6,558	9,442
40168W483 GUGGENHEIM FDS TR	36,855	36,685
23331A109 D R HORTON INC
31428Q739 FEDERATED TOTAL RETU	76,976	72,363
592905749 METROPOLITAN WEST FD	24,191	22,347
72201F623 PIMCO FDS	30,150	24,558
552982720 MFS SER TR XIII	11,139	10,975
002824100 ABBOTT LABS
037833100 APPLE INC	4,516	15,402
235851102 DANAHER CORP	4,847	5,089
023135106 AMAZON COM INC	9,170	11,699
824348106 SHERWIN WILLIAMS CO
30303M102 FACEBOOK INC CL-A	5,211	6,017
594918104 MICROSOFT CORP	3,816	15,418
007903107 ADVANCED MICRO DEVIC	4,668	8,402
74144T108 PRICE T ROWE GROUP I
747525103 QUALCOMM INC	5,953	6,074
79466L302 SALESFORCE.COM INC	6,143	6,052
92826C839 VISA INC	4,601	9,112
61756E461 MORGAN STANLEY INSTL
82509L107 SHOPIFY INC - CLASS
543916688 LORD ABBETT INVT TR	45,716	43,683
64110L106 NETFLIX INC	3,665	6,816
464287804 ISHARES TR	12,147	11,799
717081103 PFIZER INC
74340W103 PROLOGIS INC
036752103 ANTHEM INC	3,573	4,716
11135F101 BROADCOM INC	4,428	7,814
22822V101 CROWN CASTLE INTL CO
478160104 JOHNSON & JOHNSON
G1151C101 ACCENTURE PLC-CL A
68389X105 ORACLE CORP	3,964	5,482
038222105 APPLIED MATLS INC	6,114	6,159
060505104 BANK AMER CORP
773903109 ROCKWELL AUTOMATION
931142103 WAL MART STORES INC
169656105 CHIPOTLE MEXICAN GRI	4,859	6,861
43300A203 HILTON WORLDWIDE HLD	4,917	7,102
81762P102 SERVICENOW INC	7,607	9,184
936793744 WASATCH FDS TR	13,297	11,299
92646A831 VICTORY PORTFOLIOS	23,152	21,335
28176E108 EDWARDS LIFESCIENCES
337738108 FISERV INC
922031737 VANGUARD FIXED INCOM	16,900	14,806
91913Y100 VALERO ENERGY CORP N	3,750	6,760
532457108 LILLY ELI & CO	2,753	5,829
543487136 LOOMIS SAYLES FDS II	73,178	72,610
254687106 DISNEY WALT CO
438516106 HONEYWELL INTL INC
00287Y109 ABBVIE INC
053015103 AUTOMATIC DATA PROCE
57636Q104 MASTERCARD INC	7,114	8,957
58933Y105 MERCK & CO INC NEW
674599105 OCCIDENTAL PETE CORP
H1467J104 CHUBB LTD
701094104 PARKER-HANNIFIN CORP	4,488	6,911
22160K105 COSTCO WHOLESALE COR
30231G102 EXXON MOBIL CORP	5,623	5,099
67103H107 O'REILLY AUTOMOTIVE	4,460	5,700
778296103 ROSS STORES INC
91324P102 UNITEDHEALTH GROUP I
872590104 T-MOBILE US INC	4,868	6,093
285512109 ELECTRONIC ARTS INC
032654105 ANALOG DEVICES INC
09857L108 BOOKING HLDGS INC	7,027	7,094
101137107 BOSTON SCIENTIFIC CO	5,815	6,533
20030N101 COMCAST CORP NEW	5,575	5,437
32008F200 FIRST EAGLE FDS	40,385	41,186
512807108 LAM RESH CORP	5,565	6,266
666807102 NORTHROP GRUMMAN COR	4,426	4,681
697435105 PALO ALTO NETWORKS I	6,014	5,898
871607107 SYNOPSYS INC	6,160	5,664
872540109 TJX COS INC NEW	5,616	5,910
92532F100 VERTEX PHARMACEUTICA	4,828	6,510
G29183103 EATON CORP PLC	4,835	6,984

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	78	78		0
FOREIGN TAXES ON NONQUALIFIED	22	22		0