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
A D & H R STAMBAUGH CHAR FDN
 
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

34-1327065
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$5,012,569J 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... 110,834 110,437  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 198,111
b Gross sales price for all assets on line 6a 1,147,935
7 Capital gain net income (from Part IV, line 2)... 198,111
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........ 308,945 308,548  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,791 23,896   23,896
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
3,100 99   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,341 23,995 0 25,346
25 Contributions, gifts, grants paid....... 204,000 204,000
26 Total expenses and disbursements. Add lines 24 and 25 256,341 23,995 0 229,346
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,604
b Net investment income (if negative, enter -0-) 284,553
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......... 91,077 103,752 103,752
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)....... 2,618,056 Click to see attachment
List of Attached Documents:
// Content
2,557,278 		3,926,549
c Investments—corporate bonds (attach schedule)....... 911,002 Click to see attachment
List of Attached Documents:
// Content
1,012,575 		982,268
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) 3,620,135 3,673,605 5,012,569
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........ 3,620,135 3,673,605
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)..... 3,620,135 3,673,605
30 Total liabilities and net assets/fund balances (see instructions). 3,620,135 3,673,605
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
3,620,135
2
Enter amount from Part I, line 27a .....................
2
52,604
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,032
4
Add lines 1, 2, and 3 ..........................
4
3,673,771
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
166
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,673,605
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 586. AT&T INC     2023-02-13
b 16. ABBVIE INC   2022-06-15 2023-02-13
c 15. ALEXANDRIA REAL ESTATE EQUITIES (REIT)   2014-09-29 2023-02-13
d 21. ALPHABET INC   2016-02-24 2023-02-13
e 22. AMAZON.COM INC   2018-03-02 2023-02-13
13. ANALOG DEVICES   2013-08-27 2023-02-13
15. APPLE COMPUTER     2023-02-13
20. APPLIED MATERIALS INC   2016-11-08 2023-02-13
174. BAXTER INTERNATIONAL INC     2023-02-13
3. BLACKROCK INC     2023-02-13
3. BROADCOM INC   2016-10-07 2023-02-13
20. CAPITAL ONE FINANCIAL CORP W/1   2020-03-18 2023-02-13
13. CHEVRONTEXACO CORP   2011-12-01 2023-02-13
4. COSTCO WHOLESALE CORP   2013-08-27 2023-02-13
9. DANAHER CORP   2021-08-16 2023-02-13
31. EDWARDS LIFESCIENCES CORP   2018-03-15 2023-02-13
161. ELECTRONIC ARTS INC     2023-02-13
7. HOME DEPOT INC.   2014-12-09 2023-02-13
12. HONEYWELL INTL INC COM   2018-03-02 2023-02-13
4. HUMANA INC W/1 RT/SH   2021-03-11 2023-02-13
9. ILLINOIS TOOL WORKS INC COM   2017-03-14 2023-02-13
9. INTUITIVE SURGICAL INC   2020-04-02 2023-02-13
16. J P MORGAN CHASE & CO   2016-02-24 2023-02-13
15. JOHNSON & JOHNSON CO   1990-11-21 2023-02-13
7. ELI LILLY & CO   2020-03-18 2023-02-13
3. LOCKHEED MARTIN (COMMON STOCK)   2016-02-24 2023-02-13
226. MCCORMICK & CO INC COM NON VTG     2023-02-13
142. MCCORMICK & CO INC COM NON VTG   2022-01-03 2023-02-13
8. MICROSOFT CORP   2017-04-24 2023-02-13
29. NEXTERA ENERGY, INC   2008-12-30 2023-02-13
17. NIKE INC CL B   2014-09-29 2023-02-13
5. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-03-02 2023-02-13
11. NVIDIA CORP   2019-12-18 2023-02-13
3. O'REILLY AUTOMOTIVE INC   2018-03-02 2023-02-13
3. PARKER HANNIFIN CORP   2020-05-28 2023-02-13
10. PEPSICO INC   2016-01-22 2023-02-13
17. PROCTER & GAMBLE CO   2019-12-18 2023-02-13
23. PRUDENTIAL FINL INC   2021-08-16 2023-02-13
8. ROCKWELL INTL CORP NEW   2020-05-28 2023-02-13
31. SYSCO CORP   2020-04-16 2023-02-13
13. TEXAS INSTRUMENTS INC.   2009-06-15 2023-02-13
4. THERMO ELECTRON CORP W/1 RT/SH   2018-03-15 2023-02-13
12. UNION PACIFIC CORP   2019-08-15 2023-02-13
5. UNITEDHEALTH GROUP INC   2016-04-15 2023-02-13
16. VALERO ENERGY   2018-03-02 2023-02-13
10. VISA INC   2017-03-14 2023-02-13
24. WEC ENERGY GROUP INC   2020-08-27 2023-02-13
9. ACCENTURE PLC-CL A   2011-12-01 2023-02-13
11. CHUBB LTD   2016-01-15 2023-02-13
30. ALEXANDRIA REAL ESTATE EQUITIES (REIT)   2014-09-29 2023-03-31
12. UNION PACIFIC CORP   2019-08-15 2023-03-31
22. WEC ENERGY GROUP INC   2022-08-16 2023-03-31
258. WEC ENERGY GROUP INC     2023-03-31
100000. UNION PAC CORP   2018-03-19 2023-04-15
34. ABBVIE INC   2022-06-15 2023-06-13
39. AMAZON.COM INC   2018-03-02 2023-06-13
25. ANALOG DEVICES   2013-08-27 2023-06-13
22. APPLE COMPUTER   2014-04-17 2023-06-13
35. APPLIED MATERIALS INC   2016-11-08 2023-06-13
94. AUTOMATIC DATA PROCESSING     2023-06-13
770.98 BNY MELLON INVT FDS I     2023-06-13
195. BANK AMER CORP COM     2023-06-13
923. BANK AMER CORP COM     2023-06-13
5. BLACKROCK INC   2018-03-02 2023-06-13
5. BROADCOM INC   2016-10-07 2023-06-13
45. CAPITAL ONE FINANCIAL CORP W/1   2020-03-18 2023-06-13
21. CATERPILLAR INC.   2021-03-11 2023-06-13
30. CHEVRONTEXACO CORP   2011-12-01 2023-06-13
9. COSTCO WHOLESALE CORP   2013-08-27 2023-06-13
180. CROWN CASTLE INC     2023-06-13
133. DANAHER CORP     2023-06-13
12. DEERE & COMPANY   2021-03-11 2023-06-13
34. EDWARDS LIFESCIENCES CORP   2018-03-15 2023-06-13
478.34 FEDERATED HERMES EQUITY FDS     2023-06-13
41. FISERV INC   2019-05-02 2023-06-13
13. HOME DEPOT INC.   2014-12-09 2023-06-13
10. HUMANA INC W/1 RT/SH   2021-03-11 2023-06-13
20. ILLINOIS TOOL WORKS INC COM   2017-03-14 2023-06-13
16. INTUITIVE SURGICAL INC     2023-06-13
33. J P MORGAN CHASE & CO   2016-02-24 2023-06-13
15. MICROSOFT CORP   2017-04-24 2023-06-13
67. NEXTERA ENERGY, INC   2008-12-30 2023-06-13
6. NORTHROP GRUMMAN CORP W/1 RT/SH     2023-06-13
12. NVIDIA CORP   2019-12-18 2023-06-13
5. O'REILLY AUTOMOTIVE INC   2018-03-02 2023-06-13
366. OCCIDENTAL PETROLEUM CORP     2023-06-13
32. PROCTER & GAMBLE CO   2019-12-18 2023-06-13
42. PRUDENTIAL FINL INC     2023-06-13
230. PRUDENTIAL FINL INC     2023-06-13
1210. REGIONS FINL CORP NEW     2023-06-13
114. SHERWIN WILLIAMS CO     2023-06-13
68. SYSCO CORP   2020-04-16 2023-06-13
18. TEXAS INSTRUMENTS INC.   2009-06-15 2023-06-13
9. THERMO ELECTRON CORP W/1 RT/SH   2018-03-15 2023-06-13
43. VALERO ENERGY     2023-06-13
21. VISA INC   2017-03-14 2023-06-13
19. ABBVIE INC     2023-07-19
14. ABBVIE INC   2022-06-15 2023-07-19
40. ALPHABET INC   2016-02-24 2023-07-19
39. AMAZON.COM INC   2018-03-02 2023-07-19
25. ANALOG DEVICES   2013-08-27 2023-07-19
35. APPLIED MATERIALS INC   2016-11-08 2023-07-19
7. BLACKROCK INC     2023-07-19
2. BROADCOM INC   2016-10-07 2023-07-19
41. CAPITAL ONE FINANCIAL CORP W/1   2020-03-18 2023-07-19
19. CATERPILLAR INC.     2023-07-19
29. CHEVRONTEXACO CORP   2011-12-01 2023-07-19
9. COSTCO WHOLESALE CORP   2013-08-27 2023-07-19
11. DEERE & COMPANY     2023-07-19
52. EDWARDS LIFESCIENCES CORP   2018-03-15 2023-07-19
30. FISERV INC   2019-05-02 2023-07-19
15. HOME DEPOT INC.   2014-12-09 2023-07-19
23. HONEYWELL INTL INC COM   2018-03-02 2023-07-19
11. HUMANA INC W/1 RT/SH     2023-07-19
20. ILLINOIS TOOL WORKS INC COM   2017-03-14 2023-07-19
14. INTUITIVE SURGICAL INC   2020-04-16 2023-07-19
33. J P MORGAN CHASE & CO   2016-02-24 2023-07-19
15. JOHNSON & JOHNSON CO   1990-11-21 2023-07-19
14. MICROSOFT CORP   2017-04-24 2023-07-19
70. NEXTERA ENERGY, INC   2008-12-30 2023-07-19
44. NIKE INC CL B   2014-09-29 2023-07-19
10. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-03-15 2023-07-19
23. NVIDIA CORP   2019-12-18 2023-07-19
5. O'REILLY AUTOMOTIVE INC   2018-03-02 2023-07-19
32. PROCTER & GAMBLE CO   2019-12-18 2023-07-19
62. SYSCO CORP   2020-04-16 2023-07-19
27. TEXAS INSTRUMENTS INC.   2009-06-15 2023-07-19
9. THERMO ELECTRON CORP W/1 RT/SH   2018-03-15 2023-07-19
23. UNION PACIFIC CORP     2023-07-19
41. VALERO ENERGY   2018-03-15 2023-07-19
21. VISA INC   2017-03-14 2023-07-19
12. ACCENTURE PLC-CL A   2011-12-01 2023-07-19
11. CHUBB LTD   2016-01-15 2023-07-19
50000. GILEAD SCIENCES INC   2019-07-31 2023-09-01
53. ABBVIE INC     2023-09-19
262. AMERICAN ELECTRIC POWER CO INC     2023-09-19
123. AMERICAN ELECTRIC POWER CO INC     2023-09-19
143. DIAGEO PLC SPONSORED ADR     2023-09-19
91. DOLLAR GEN CORP NEW     2023-09-19
48. DOLLAR GEN CORP NEW   2022-08-16 2023-09-19
21. M & T BANK CORP   2020-04-02 2023-09-19
21. STARBUCKS CORP   2023-02-13 2023-09-19
209. ACTIVISION BLIZZARD INC   2023-06-13 2023-10-13
219. STARBUCKS CORP     2023-11-22
10. TESLA INC   2021-03-11 2023-11-22
36. VERTEX PHARMACEUTICAL INC   2023-06-13 2023-11-22
35. SVB FINANCIAL GROUP   2017-04-24 2023-11-29
38. ALPHABET INC   2016-02-24 2023-12-18
35. AMAZON.COM INC   2018-03-15 2023-12-18
25. AMERICAN EXPRESS COMPANY   2017-04-24 2023-12-18
25. APPLE COMPUTER   2014-04-17 2023-12-18
27. APPLIED MATERIALS INC   2016-11-08 2023-12-18
2. BLACKROCK INC   2018-03-15 2023-12-18
3. BROADCOM INC   2016-10-07 2023-12-18
41. CAPITAL ONE FINANCIAL CORP W/1   2020-03-18 2023-12-18
16. CATERPILLAR INC.   2021-05-25 2023-12-18
9. CHEVRONTEXACO CORP   2011-12-01 2023-12-18
7. COSTCO WHOLESALE CORP   2013-08-27 2023-12-18
10. DEERE & COMPANY   2021-05-25 2023-12-18
65. EDWARDS LIFESCIENCES CORP   2018-03-15 2023-12-18
38. FISERV INC   2019-05-02 2023-12-18
8. HOME DEPOT INC.   2014-12-09 2023-12-18
6. HUMANA INC W/1 RT/SH   2021-05-25 2023-12-18
10. ILLINOIS TOOL WORKS INC COM   2017-03-14 2023-12-18
29. J P MORGAN CHASE & CO     2023-12-18
19. JOHNSON & JOHNSON CO   1990-11-21 2023-12-18
8. ELI LILLY & CO   2020-03-18 2023-12-18
13. MICROSOFT CORP   2017-04-24 2023-12-18
16. NIKE INC CL B   2014-09-29 2023-12-18
11. NVIDIA CORP   2019-12-18 2023-12-18
5. O'REILLY AUTOMOTIVE INC   2018-03-02 2023-12-18
68. SYSCO CORP     2023-12-18
26. TEXAS INSTRUMENTS INC.   2009-06-15 2023-12-18
4. THERMO ELECTRON CORP W/1 RT/SH   2018-03-15 2023-12-18
9. UNION PACIFIC CORP   2019-10-04 2023-12-18
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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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,157   11,414 -257
b 2,439   2,204 235
c 2,501   1,117 1,384
d 1,972   745 1,227
e 2,164   1,626 538
2,350   604 1,746
2,280   281 1,999
2,312   589 1,723
6,983   9,670 -2,687
2,193   1,270 923
1,789   523 1,266
2,324   834 1,490
2,221   1,330 891
2,018   447 1,571
2,347   2,858 -511
2,397   1,459 938
18,037   20,123 -2,086
2,234   698 1,536
2,432   1,699 733
2,011   1,617 394
2,135   1,199 936
2,206   1,407 799
2,274   884 1,390
2,437   125 2,312
2,437   966 1,471
1,453   644 809
16,939   20,619 -3,680
10,643   13,596 -2,953
2,169   539 1,630
2,186   358 1,828
2,114   759 1,355
2,323   1,689 634
2,385   636 1,749
2,524   721 1,803
1,055   547 508
1,773   962 811
2,380   2,111 269
2,399   2,467 -68
2,310   1,748 562
2,413   1,435 978
2,299   270 2,029
2,304   855 1,449
2,499   1,943 556
2,477   636 1,841
2,213   1,445 768
2,279   896 1,383
2,219   2,217 2
2,570   524 2,046
2,371   1,222 1,149
3,700   2,234 1,466
2,404   1,943 461
2,071   2,358 -287
24,282   23,645 637
100,000   98,194 1,806
4,687   4,684 3
4,934   2,883 2,051
4,798   1,161 3,637
4,026   414 3,612
4,968   1,030 3,938
20,710   23,171 -2,461
19,398   25,171 -5,773
5,735   6,849 -1,114
27,145   40,044 -12,899
3,459   2,670 789
4,245   871 3,374
5,123   1,877 3,246
5,170   4,633 537
4,780   3,069 1,711
4,694   1,005 3,689
20,732   23,277 -2,545
32,041   41,134 -9,093
4,794   4,374 420
2,971   1,600 1,371
21,808   23,212 -1,404
4,864   3,501 1,363
3,911   1,297 2,614
5,148   4,041 1,107
4,873   2,665 2,208
5,052   2,700 2,352
4,694   1,823 2,871
5,013   1,011 4,002
4,985   826 4,159
2,717   2,031 686
4,902   694 4,208
4,584   1,202 3,382
21,740   23,033 -1,293
4,646   3,974 672
3,643   4,391 -748
19,952   24,994 -5,042
22,216   25,767 -3,551
28,036   29,466 -1,430
4,943   3,148 1,795
3,204   373 2,831
4,728   1,923 2,805
4,929   3,919 1,010
4,711   1,882 2,829
2,612   2,704 -92
1,925   1,929 -4
4,884   1,419 3,465
5,272   2,883 2,389
4,903   1,161 3,742
4,950   1,030 3,920
5,209   3,790 1,419
1,794   349 1,445
4,831   1,710 3,121
4,960   4,326 634
4,491   2,966 1,525
4,973   1,005 3,968
4,782   3,984 798
4,741   2,447 2,294
3,848   2,562 1,286
4,780   1,497 3,283
4,728   3,257 1,471
4,931   4,669 262
5,080   2,665 2,415
4,884   2,374 2,510
5,110   1,823 3,287
2,392   125 2,267
4,953   944 4,009
5,044   863 4,181
4,820   1,964 2,856
4,429   3,425 1,004
10,818   1,330 9,488
4,836   1,202 3,634
4,807   3,974 833
4,581   2,870 1,711
4,953   560 4,393
4,837   1,923 2,914
4,929   3,690 1,239
4,810   3,779 1,031
5,067   1,882 3,185
3,836   698 3,138
2,136   1,222 914
50,000   50,350 -350
8,124   7,862 262
21,027   23,389 -2,362
9,872   11,530 -1,658
22,718   25,776 -3,058
10,390   18,026 -7,636
5,480   12,201 -6,721
2,646   2,061 585
1,990   2,285 -295
19,855   16,952 2,903
22,669   22,698 -29
2,317   2,314 3
12,713   12,365 348
1   6,577 -6,576
5,166   1,348 3,818
5,399   2,775 2,624
4,554   2,014 2,540
4,904   470 4,434
4,319   795 3,524
1,598   1,120 478
3,441   523 2,918
5,331   1,710 3,621
4,554   3,798 756
1,348   921 427
4,756   782 3,974
3,844   3,609 235
4,899   3,059 1,840
5,114   3,245 1,869
2,806   798 2,008
2,756   2,648 108
2,567   1,332 1,235
4,812   1,829 2,983
2,955   158 2,797
4,608   1,104 3,504
4,841   876 3,965
1,941   714 1,227
5,533   636 4,897
4,787   1,202 3,585
4,958   3,490 1,468
4,350   539 3,811
2,076   855 1,221
2,176   1,395 781
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
      2,691
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       -257
b       235
c       1,384
d       1,227
e       538
      1,746
      1,999
      1,723
      -2,687
      923
      1,266
      1,490
      891
      1,571
      -511
      938
      -2,086
      1,536
      733
      394
      936
      799
      1,390
      2,312
      1,471
      809
      -3,680
      -2,953
      1,630
      1,828
      1,355
      634
      1,749
      1,803
      508
      811
      269
      -68
      562
      978
      2,029
      1,449
      556
      1,841
      768
      1,383
      2
      2,046
      1,149
      1,466
      461
      -287
      637
      1,806
      3
      2,051
      3,637
      3,612
      3,938
      -2,461
      -5,773
      -1,114
      -12,899
      789
      3,374
      3,246
      537
      1,711
      3,689
      -2,545
      -9,093
      420
      1,371
      -1,404
      1,363
      2,614
      1,107
      2,208
      2,352
      2,871
      4,002
      4,159
      686
      4,208
      3,382
      -1,293
      672
      -748
      -5,042
      -3,551
      -1,430
      1,795
      2,831
      2,805
      1,010
      2,829
      -92
      -4
      3,465
      2,389
      3,742
      3,920
      1,419
      1,445
      3,121
      634
      1,525
      3,968
      798
      2,294
      1,286
      3,283
      1,471
      262
      2,415
      2,510
      3,287
      2,267
      4,009
      4,181
      2,856
      1,004
      9,488
      3,634
      833
      1,711
      4,393
      2,914
      1,239
      1,031
      3,185
      3,138
      914
      -350
      262
      -2,362
      -1,658
      -3,058
      -7,636
      -6,721
      585
      -295
      2,903
      -29
      3
      348
      -6,576
      3,818
      2,624
      2,540
      4,434
      3,524
      478
      2,918
      3,621
      756
      427
      3,974
      235
      1,840
      1,869
      2,008
      108
      1,235
      2,983
      2,797
      3,504
      3,965
      1,227
      4,897
      3,585
      1,468
      3,811
      1,221
      781
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 198,111
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 3,955
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 3,955
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 3,955
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,596
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 4,596
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 10 641
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow641 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
HELEN STAMBAUGH CO-TRUSTEE
20 		0    
30 OVERHILL AVE
YOUNGSTOWN,OH44512
LEONARD OLSON CO-TRUSTEE
20 		0    
1200 METROPOLITAN TOWER
YOUNGSTOWN,OH44503
FRANK HIERRO DIRECTOR
1 		0    
PO BOX 44503
YOUNGSTOWN,OH44503
HUNTINGTON NATIONAL BANK TRUSTEE
1 		47,791    
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
4,606,464
b
Average of monthly cash balances.......................
1b
148,643
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,755,107
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
4,755,107
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
71,327
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,683,780
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
234,189
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
234,189
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,955
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,955
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
230,234
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
230,234
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
230,234
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
229,346
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
229,346
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 7 230,234
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 203,600
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$ 229,346
a Applied to 2022, but not more than line 2a 203,600
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..... 25,746
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 .......... 		204,488
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

OHIO LIVING FOUNDATION

9200 WORTHINGTON RD STE 300
WESTERVILLE,OH430827240 		NONE PC GENERAL OPERATING 102,000

COPELAND OAKS

800 S 15TH ST
SEBRING,OH446722050 		NONE PC GENERAL OPERATING 33,000

SHEPHERDS FOUNDATION INC

5525 SILICA RD
AUSTINTOWN,OH445151002 		NONE PC GENERAL OPERATING 51,000

COPELAND UNITED METHODIST HOME

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 18,000
Total .................................right arrow 3a 204,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 110,834  
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 ............ 		    18 198,111  
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) ..   308,945  
13Total. Add line 12, columns (b), (d), and (e)..................
13
308,945
(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:
A D & H R STAMBAUGH CHAR FDN
EIN:
34-1327065
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:
A D & H R STAMBAUGH CHAR FDN
EIN:
34-1327065
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:
A D & H R STAMBAUGH CHAR FDN
EIN:
34-1327065
Name of Bond End of Year Book Value End of Year Fair Market Value
375558BL6 GILEAD SCIENCES INC    
46625HJC5 JP MORGAN CAHSE & CO    
92826CAD4 VISA INC 112,078 97,484
828807CY1 SIMON PPTY GROUP L P 106,008 96,226
863667AF8 STRYKER CORP 100,688 99,136
907818DN5 UNION PAC CORP    
002824BA7 ABBOTT LABS    
833034AK7 SNAP-ON INC 3.25% 03 49,923 48,213
039483BL5 ARCHER-DANIELS MIDLA 48,779 47,542
06406HCQ0 BANK NEW YORK INC ME 51,471 49,008
12572QAJ4 CME GROUP INC 50,413 48,850
17252MAN0 CINTAS CORP NO 2 98,053 97,866
9128285M8 US T-NOTES 3.125% 11 95,496 96,656
9128286R6 US T-NOTES 2.25% 04/ 49,549 49,500
78016HZS2 ROYAL BANK OF CANADA 50,039 50,936
883556CT7 THERMO FISHER SCIENT 50,488 50,991
91282CGU9 US TREASURY N/B 3.87 49,828 49,563
91282CHD6 US TREASURY N/B 4.25 49,580 49,813
91282CHM6 US TREASURY N/B 4.5% 50,182 50,484

TY 2023 InvestmentsCorpStockSchedule
Name:
A D & H R STAMBAUGH CHAR FDN
EIN:
34-1327065
Name of Stock End of Year Book Value End of Year Fair Market Value
922031794 VANGUARD FIXED INCOM    
649280815 NEW WORLD FD INC NEW    
05586X405 BNY MELLON INVT FDS    
464287887 ISHARES TR 24,983 38,168
464287804 ISHARES TR 41,950 43,950
30303M102 FACEBOOK INC CL-A 31,970 38,936
478160104 JOHNSON & JOHNSON 21,712 29,781
512807108 LAM RESH CORP    
G1151C101 ACCENTURE PLC-CL A 8,090 48,776
31421N683 FEDERATED HERMES EQU    
032654105 ANALOG DEVICES INC 12,429 47,456
452308109 ILLINOIS TOOL WKS IN 14,311 25,408
543916688 LORD ABBETT INVT TR 86,938 79,574
22160K105 COSTCO WHOLESALE COR 18,469 71,949
46120E602 INTUITIVE SURGICAL I 23,331 42,845
532457108 LILLY ELI & CO 25,101 76,363
701094104 PARKER-HANNIFIN CORP 19,388 39,160
773903109 ROCKWELL AUTOMATION 29,334 37,258
907818108 UNION PAC CORP 6,512 10,316
92939U106 WEC ENERGY GROUP INC    
H1467J104 CHUBB LTD 17,217 35,030
922031737 VANGUARD FIXED INCOM 105,000 90,221
277902698 E V ATLANTA CAP SMID 15,500 20,638
61756E461 MORGAN STANLEY INSTL    
46138E511 INVESCO EXCHANGE-TRA 132,216 103,402
015271109 ALEXANDRIA REAL ESTA    
67066G104 NVIDIA CORP 26,585 255,038
74144T108 PRICE T ROWE GROUP I    
438516106 HONEYWELL INTL INC 11,538 15,519
594918104 MICROSOFT CORP 47,114 163,953
65339F101 NEXTERA ENERGY INC 5,241 25,815
67103H107 O'REILLY AUTOMOTIVE 13,268 47,504
11135F101 BROADCOM INC 7,198 45,766
580135101 MCDONALDS CORP 17,642 50,110
666807102 NORTHROP GRUMMAN COR 12,965 18,726
31420B847 FEDERATED HERMES INS 85,100 75,822
00507V109 ACTIVISION BLIZZARD    
166764100 CHEVRON CORP NEW 22,495 30,876
28176E108 EDWARDS LIFESCIENCES 14,990 20,740
46625H100 JPMORGAN CHASE & CO 38,694 57,154
713448108 PEPSICO INC 21,982 32,270
742718109 PROCTER & GAMBLE CO 26,349 32,239
74340W103 PROLOGIS INC    
91324P102 UNITEDHEALTH GROUP I 23,382 55,806
552982720 MFS SER TR XIII 26,317 26,161
02079K305 ALPHABET INC 27,521 80,601
025816109 AMERICAN EXPRESS CO 18,314 32,222
09857L108 BOOKING HLDGS INC 32,768 56,756
291011104 EMERSON ELEC CO 25,298 35,623
79466L302 SALESFORCE.COM INC 11,246 35,261
824348106 SHERWIN WILLIAMS CO    
22822V101 CROWN CASTLE INC    
550021109 LULULEMON ATHLETICA    
72201F490 PIMCO FDS 92,158 81,113
74440B405 PGIM TOTAL RETURN BO 88,008 74,077
921910501 VANGUARD WORLD FD    
071813109 BAXTER INTL INC    
931142103 WAL MART STORES INC 22,142 26,801
007903107 ADVANCED MICRO DEVIC 21,696 28,892
55261F104 M & T BK CORP 16,817 18,232
09247X101 BLACKROCK INC 10,637 15,424
921943858 VANGUARD TAX-MANAGED    
91913Y100 VALERO ENERGY CORP N 37,129 54,860
75513E101 RAYTHEON TECHNOLOGIE    
037833100 APPLE INC 44,224 204,659
038222105 APPLIED MATLS INC 5,974 32,900
654106103 NIKE INC 5,491 13,354
871829107 SYSCO CORP 7,420 9,726
882508104 TEXAS INSTRS INC 13,884 42,274
92826C839 VISA INC 34,494 69,513
31428Q739 FEDERATED TOTAL RETU 103,590 90,464
89155T649 TOUCHSTONE FDS GROUP    
023135106 AMAZON COM INC 43,861 76,730
097023105 BOEING CO    
14040H105 CAPITAL ONE FINL COR 5,798 18,226
254687106 DISNEY WALT CO 12,543 12,189
337738108 FISERV INC 22,531 29,092
437076102 HOME DEPOT INC 12,323 30,496
539830109 LOCKHEED MARTIN CORP 14,633 24,022
78486Q101 SVB FINANCIAL GROUP    
883556102 THERMO FISHER SCIENT 18,347 41,932
43300A203 HILTON WORLDWIDE HLD    
060505104 BANK AMER CORP    
723787107 PIONEER NAT RES CO 23,813 28,110
744320102 PRUDENTIAL FINL INC    
235851102 DANAHER CORP    
244199105 DEERE & CO 19,983 21,993
260557103 DOW INC    
7591EP100 REGIONS FINL CORP NE    
171340102 CHURCH & DWIGHT CO I    
053484101 AVALONBAY CMNTYS INC    
88160R101 TESLA INC 38,685 42,242
936793744 WASATCH FDS TR 31,800 30,831
444859102 HUMANA INC 17,788 18,770
169656105 CHIPOTLE MEXICAN GRI 34,548 50,313
149123101 CATERPILLAR INS 16,162 22,175
00206R102 AT&T INC    
025537101 AMERICAN ELEC PWR CO    
036752103 ANTHEM INC 32,098 32,066
21036P108 CONSTELLATION BRANDS 37,671 37,713
25243Q205 DIAGEO PLC    
30231G102 EXXON MOBIL CORP 28,255 26,495
674599105 OCCIDENTAL PETE CORP    
00287Y109 ABBVIE INC    
256677105 DOLLAR GEN CORP NEW    
285512109 ELECTRONIC ARTS INC    
26875P101 EOG RES INC 25,915 26,246
32008F200 FIRST EAGLE FDS 26,263 26,926
579780206 MCCORMICK & CO INC    
053015103 AUTOMATIC DATA PROCE    
81762P102 SERVICENOW INC 24,188 38,150
92646A831 VICTORY PORTFOLIOS 47,013 45,020
00724F101 ADOBE SYS INC 36,841 47,728
03027X100 AMERICAN TOWER CORP 14,587 15,543
049560105 ATMOS ENERGY CORP 19,351 19,008
084670702 BERKSHIRE HATHAWAY C 14,801 14,623
101137107 BOSTON SCIENTIFIC CO 31,225 34,455
20030N101 COMCAST CORP NEW 19,961 20,785
316389360 FIDELITY SECS FD 23,723 25,306
369604301 GENERAL ELEC CO 31,925 36,885
46137V464 INVESCO EXCHANGE-TRA 33,113 37,271
64110L106 NETFLIX INC 26,522 32,621
693475105 PNC FINL SVCS GROUP 13,104 13,472
871607107 SYNOPSYS INC 22,263 24,716
872540109 TJX COS INC NEW 14,477 15,103
872590104 T-MOBILE US INC 25,709 29,661
92532F100 VERTEX PHARMACEUTICA 17,671 19,531
98978V103 ZOETIS INC 9,708 10,658
G54950103 LINDE PLC 13,957 13,964

TY 2023 OtherDecreasesSchedule
Name:
A D & H R STAMBAUGH CHAR FDN
EIN:
34-1327065
Description Amount
CY PURCHASE OF ACCRUED INTEREST 70
ROC ON CY SALES 96


TY 2023 OtherExpensesSchedule
Name:
A D & H R STAMBAUGH CHAR FDN
EIN:
34-1327065
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2023 OtherIncreasesSchedule
Name:
A D & H R STAMBAUGH CHAR FDN
EIN:
34-1327065
Description Amount
MUTUAL FUND TIMING ADJ 1,032


TY 2023 TaxesSchedule
Name:
A D & H R STAMBAUGH CHAR FDN
EIN:
34-1327065
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 51 51   0
FEDERAL ESTIMATES - PRINCIPAL 3,001 0   0
FOREIGN TAXES ON NONQUALIFIED 48 48   0