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
FIRSTENERGY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)76 SOUTH MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AKRON, OH44308
A Employer identification number

34-6514181
B Telephone number (see instructions)

(330) 384-5752
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$126,610,340J 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... 2,699,799 2,699,799  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,358,336
b Gross sales price for all assets on line 6a 20,879,526
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
0 -8,209 0
12 Total. Add lines 1 through 11........ 341,463 2,691,590 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,814 0 0 34,814
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
92,048 92,048 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,129 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,014 0 0 39,014
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 190,005 92,048 0 73,828
25 Contributions, gifts, grants paid....... 5,985,313 5,276,512
26 Total expenses and disbursements. Add lines 24 and 25 6,175,318 92,048 0 5,350,340
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,833,855
b Net investment income (if negative, enter -0-) 2,599,542
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,956,989 16,030,217 16,030,217
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 73,683,658 Click to see attachment
List of Attached Documents:
// Content
71,949,429 		76,375,086
c Investments—corporate bonds (attach schedule)....... 38,219,286 Click to see attachment
List of Attached Documents:
// Content
17,855,373 		16,003,929
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,942,669 Click to see attachment
List of Attached Documents:
// Content
20,134,519 		18,201,108
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 133,802,602 125,969,538 126,610,340
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........ 133,802,602 125,969,538
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)..... 133,802,602 125,969,538
30 Total liabilities and net assets/fund balances (see instructions). 133,802,602 125,969,538
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
133,802,602
2
Enter amount from Part I, line 27a .....................
2
-5,833,855
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
127,968,747
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,999,209
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
125,969,538
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 TOTAL LONG-TERM CAPITAL GAIN DIVIDENDS      
b PUBLICLY TRADED SECURITIES      
c
d
e
(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 947,385     947,385
b 19,932,141   23,237,862 -3,305,721
c
d
e
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     0 947,385
b     0 -3,305,721
c
d
e
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 -2,358,336
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 0
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 36,134
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  
3 Add lines 1 and 2........................... 3 36,134
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 36,134
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 28,034
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,034
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 2,900
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,900 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowLORNA WISHAM Telephone no.right arrow (330) 384-5752

Located atright arrow76 SOUTH MAIN STREETAKRONOH ZIP+4right arrow44308
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
IRENE M PREZELJ TRUSTEE
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
SAMUEL L BELCHER TRUSTEE (THROUGH 5/23)
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
ANTONIO FERNANDEZ TRUSTEE
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
Dan Dunlap ASSISTANT SECRETARY (THROUGH 5/23)
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
LORNA WISHAM PRESIDENT
26.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
Mary M Swann Secretary
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
Steve Staub Treasurer (THROUGH 5/23)
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
BILL WANG TREASURER (FROM 6/23)
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
Darnella Robertson Assistant Secretary (FROM 6/23)
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
Michelle Henry TRUSTEE (FROM 6/23)
6.000 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
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
 
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
PNC INSTITUTIONAL ASSET MANAGEMENT INVESTMENT MGMT 52,048
1 CASCADE PLZ
AKRON,OH44308
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 arrow0
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
113,562,869
b
Average of monthly cash balances.......................
1b
8,060,426
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
121,623,295
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
 
3
Subtract line 2 from line 1d.........................
3
121,623,295
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,824,349
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
119,798,946
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,989,947
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
5,989,947
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
36,134
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
36,134
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,953,813
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,953,813
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,953,813
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
5,350,340
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
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
5,350,340
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 5,953,813
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 4,565,523
b From 2019...... 1,697,970
c From 2020...... 3,795,414
d From 2021...... 0
e From 2022...... 2,943,207
f Total of lines 3a through e ........ 13,002,114
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,350,340
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..... 5,350,340
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 603,473 603,473
(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 12,398,641
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...... 		 
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) ... 		3,962,050
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,436,591
10 Analysis of line 9:
a Excess from 2019.... 1,697,970
b Excess from 2020.... 3,795,414
c Excess from 2021.... 0
d Excess from 2022.... 2,943,207
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 e-mail address of the person to whom applications should be addressed:
LORNA WISHAM
76 S MAIN ST
AKRON,OH44308
(330) 384-5752
bThe form in which applications should be submitted and information and materials they should include:
ONE OR TWO PAGE LETTER STATING THE AMOUNT REQUESTED, ORGANIZATION AND NEED FOR GRANT, ETC.
cAny submission deadlines:
THERE ARE NO SUBMISSION DEADLINES, APPLICATIONS ARE REVIEWED AS THEY ARE RECEIVED.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE MADE TO ORGANIZATIONS LOCATED IN THE CONTINENTAL US & INCLUDE HEALTH WELFARE, EDUCATION OR ART
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

1000 TIES

1420 RICHMOND RD APT M5
CLEVELAND,OH441242433 		  PC Education 1,000

1000 TIES

1420 RICHMOND RD APT M5
CLEVELAND,OH441242433 		  PC Education 1,000

ABILITIES OF NORTHWEST JERSEY INC

264 ROUTE 31 NORTH PO Box 251
WASHINGTON,NJ078820000 		  PC Civic 1,462

ABILITIES OF NORTHWEST JERSEY INC

264 ROUTE 31 NORTH PO Box 251
WASHINGTON,NJ078820000 		  PC Civic 1,200

ABUSE AND RAPE CRISIS CENTER

PO BOX 186
TOWANDA,PA188480186 		  PC Civic 6,667

ADAMS ANGELS 912

3715 OAK LN
ASHTABULA,OH440049364 		  PC Education 5,000

AKRON ART MUSEUM

1 S HIGH ST
AKRON,OH443081801 		  PC Arts & Culture 1,000

AKRON BOXING ACADEMY INC

665 SCHILLER AVE
AKRON,OH443103022 		  PC Health & Safety 2,000

AKRON CHILDRENS HOSPITAL FOUNDATION

1 PERKINS SQ
AKRON,OH443081063 		  PC Health & Safety 25

AKRON COMMUNITY FOUNDATION

345 W CEDAR ST
AKRON,OH443072407 		  PC Civic 25

AKRON DREAM CENTER

1035 ROSEMARY BLVD STE A
AKRON,OH443063768 		  PC Civic 3,000

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		  PC Health & Safety 500

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		  PC Health & Safety 1,310

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		  PC Health & Safety 100

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		  PC Health & Safety 300

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		  PC Health & Safety 300

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		  PC Health & Safety 1,050

ALLISON ROSE FOUNDATION

PO BOX 31842 6410 Ledgewood Drive
INDEPENDENCE,OH441310000 		  PC Health & Safety 1,000

ALLISON ROSE FOUNDATION

PO BOX 31842 6410 Ledgewood Drive
INDEPENDENCE,OH441310000 		  PC Health & Safety 1,000

ALVERNIA UNIVERSITY

400 SAINT BERNARDINE ST
READING,PA196071737 		  PC Education 5,000

ALWAYS B SMILING INC

304 PINE VALLEY DR
BRIDGEVILLE,PA150173433 		  PC Civic 500

ALWAYS B SMILING INC

304 PINE VALLEY DR
BRIDGEVILLE,PA150173433 		  PC Civic 250

ALWAYS B SMILING INC

304 PINE VALLEY DR
BRIDGEVILLE,PA150173433 		  PC Civic 10,000

ALZHEIMER'S ASSOC - CLEVELAND

225 N Michigan Ave Floor 17
Chicago,IL606010000 		  PC Health & Safety 1,425

ALZHEIMER'S ASSOC - CLEVELAND

225 N Michigan Ave Floor 17
Chicago,IL606010000 		  PC Health & Safety 3,940

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVE STE 1700 Suite 1
700
CHICAGO,IL606017652 		  PC Health & Safety 200

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVE STE 1700
CHICAGO,IL606017652 		  PC Health & Safety 350

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVE STE 1700
CHICAGO,IL606017652 		  PC Health & Safety 350

AMERICAN CANCER SOCIETY INC

3380 CHASTAIN MDWS PKWY NW 200
KENNESAW,GA301445882 		  PC Health & Safety 106

AMERICAN CANCER SOCIETY INC

3380 CHASTAIN MDWS PKWY NW 200 Suit
e 200
KENNESAW,GA301445882 		  PC Civic 100

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX752315129 		  PC Health & Safety 100

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX752315129 		  PC Health & Safety 740

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE Suite 150
DALLAS,TX752315129 		  PC Health & Safety 258

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE Suite 150
DALLAS,TX752315129 		  PC Health & Safety 350

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX752315129 		  PC Health & Safety 605

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX752315129 		  PC Health & Safety 175

AMERICAN NATIONAL RED CROSS

431 18TH ST NW Suite 300
WASHINGTON,DC200065310 		  PC Health & Safety 1,500

AMERICAN ONLINE GIVING FOUNDATION INC

40 EAST MAIN STREET SUITE 887
NEWARK,DE197114639 		  PC Benevity Community Impact Fund 4,435,817

AMERICAN RED CROSS

220 8th Street
Parkersburg,WV261010000 		  PC Health & Safety 800

AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION

6133 ROCKSIDE RD STE 301
INDEPENDENCE,OH441312243 		  PC Health & Safety 50

ARC OF NEW JERSEY INC

PO BOX 389
WASHINGTON,NJ078820389 		  PC Civic 100

ASHLAND CARE CENTER INC

119 SLOAN AVENUE
ASHLAND,OH448050000 		  PC Health & Safety 100

ASHLAND CARE CENTER INC

119 SLOAN AVENUE
ASHLAND,OH448050000 		  PC Health & Safety 100

ASHLAND COUNTY CANCER ASSOCIATION INC

1011 E MAIN ST STE A Suite A
ASHLAND,OH448052743 		  PC Health & Safety 100

ASHLAND COUNTY COMMUNITY FOUNDATION

300 COLLEGE AVE
ASHLAND,OH448053803 		  PC Civic 25

ASHLAND COUNTY COMMUNITY FOUNDATION

300 COLLEGE AVE
ASHLAND,OH448053803 		  PC Civic 131

ASHLAND COUNTY COMMUNITY FOUNDATION

300 COLLEGE AVE
ASHLAND,OH448053803 		  PC Civic 300

AUTISM SOCIETY OF AMERICA

10 6TH AVE W
HUNTINGTON,WV257010028 		  PC Civic 450

BERKS COUNTY ASSOCIATION FOR THE BLIND INC

2020 HAMPDEN BLVD
READING,PA196041417 		  PC Civic 6,667

BLICK CLINIC INC

640 W MARKET ST
AKRON,OH443031413 		  PC Civic 200

BOY SCOUTS OF AMERICA

4500 HUDSON DR
STOW,OH442241702 		  PC Civic 5,000

BOY SCOUTS OF AMERICA

1325 W WALNUT HL LN PO Box 8728
IRVING,TX750383008 		  PC Civic 1,000

BOY SCOUTS OF AMERICA

1325 W WALNUT HL LN
IRVING,TX750383008 		  PC Civic 200

BOY SCOUTS OF AMERICA

PO BOX 8728 PO Box 8728
TOLEDO,OH436230728 		  PC Civic 1,000

BOY SCOUTS OF AMERICA

991 POSTAL RD
ALLENTOWN,PA181099516 		  PC Civic 350

BREAST CANCER SUPPORT SERVICES OF BERKS COUNTY

529 READING AVE STE C Suite C
WEST READING,PA196111075 		  PC Education 75

BRIGHTSIDE PROJECT INC

PO BOX 314
SALEM,OH444600314 		  PC Education 10,000

CASA OF WESTMORELAND INC

2 N MAIN ST
GREENSBURG,PA156012405 		  PC Civic 1,750

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVE
CLEVELAND,OH441061712 		  PC Education 50,000

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVE
CLEVELAND,OH441061712 		  PC Education 50,000

CATHOLIC CHARITIES DIOCESE OF TOLEDO INC

1933 SPIELBUSCH AVE
TOLEDO,OH436045360 		  PC Health & Safety 2,000

CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH INC

212 NINTH STREET
PITTSBURGH,PA152223517 		  PC Civic 500

CATHOLIC COMMUNITY FOUNDATION

1404 E NINTH ST
CLEVELAND,OH441141740 		  PC Health & Safety 50

CENTRAL PENNSYLVANIA FOOD BANK

3908 COREY RD
HARRISBURG,PA171095929 		  PC Civic 10,000

CHILDRENS HOME SOCIETY OF WEST VIRGINIA

1422 KANAWHA BLVD E
CHARLESTON,WV253013002 		  PC Health & Safety 5,000

CHRISTIAN MISSIONARY TECHNICAL SERVICES INC

1119 N BOUNDARY RD
BERNVILLE,PA195069157 		  PC Civic 5,000

CLEFT

1265 W 2ND ST
XENIA,OH453853717 		  PC Health & Safety 25

CLEVELAND HEARING AND SPEECH CENTER

11635 EUCLID AVE
CLEVELAND,OH441064319 		  PC Health & Safety 1,100

COLONIAL WILLIAMSBURG FOUNDATION

301 FIRST ST
WILLIAMSBURG,VA231854306 		  PC Arts & Culture 3,750

COMMUNITY FOUNDATION OF GREATER JOHNSTOWN

216 FRANKLIN ST STE 400 Suite 400
JOHNSTOWN,PA159011911 		  PC Civic 7,000

CUYAHOGA COMMUNITY COLLEGE FOUNDATI

700 CARNEGIE AVE
CLEVELAND,OH441152833 		  PC Education 1,000

CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION

2111 SNOW RD
CLEVELAND,OH441342728 		  PC Education 25

DIVERSITY CENTER OF NORTHEAST OHIO INC

3659 GREEN RD STE 220 Suite 220
CLEVELAND,OH441225715 		  PC Civic 100

DIVERSITY CENTER OF NORTHEAST OHIO INC

3659 GREEN RD STE 220
CLEVELAND,OH441225715 		  PC Civic 100

DOMESTIC VIOLENCE SEXUAL ASSAULT RESOURCE CENTER

882 MEMORIAL DR
OAKLAND,MD215505101 		  PC Civic 20,000

EASTER SEALS EASTERN PENNSYLVANIA

1501 LEHIGH ST STE 201 Suite 201
ALLENTOWN,PA181033880 		  PC Civic 6,667

EMBRACING FUTURES INC

500 S MAIN ST STE LL100 Suite LL 10
0
AKRON,OH443114434 		  PC Education 1,000

EMILY WHITEHEAD FOUNDATION

606 PAULINE ST
PHILIPSBURG,PA168662012 		  PC Health & Safety 50

EMMAUS MINISTRIES

345 E 9TH ST
ERIE,WA980010000 		  PC Health & Safety 100

EMPTY BOWLS MONONGALIA

7 ROUSH DRIVE
WESTOVER,WV265010000 		  PC Civic 430

FAMILY & COMMUNITY SERVICES INC

705 OAKWOOD ST STE 221
RAVENNA,OH442662196 		  PC Health & Safety 10,000

FEEDING MEDINA COUNTY

650 W SMITH RD STE C8
MEDINA,OH442563716 		  PC Health & Safety 250

FIRST TEE OF CLEVELAND

3841 WASHINGTON PARK BLVD
NEWBURGH HTS,OH441053178 		  PC Education 50,000

FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA

250 UNIVERSITY AVE PO Box 59
CALIFORNIA,PA154191341 		  PC Education 5,000

FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA

250 UNIVERSITY AVE PO Box 59
CALIFORNIA,PA154191341 		  PC Education 5,000

FOUNDATION FOR THE CHALLENGED

5970 WILCOX PL STE D Suite D
DUBLIN,OH430166808 		  PC Education 200

FRANCISCAN SHELTERS

PO BOX 5930
TOLEDO,OH436130930 		  PC Health & Safety 10,000

FREDERICK DOUGLASS COMMUNITY A

1001 Indiana Avenue
Toledo,OH436070000 		  PC Health & Safety 5,000

FRIENDS IN TENTS

594 5TH ST NE
BARBERTON,OH442032772 		  PC Civic 550

FRIENDS OF FIDO

PO BOX 2963
YOUNGSTOWN,OH445110963 		  PC Civic 1,000

GATHERING PLACE

23300 COMMERCE PARK DRIVE SUITE 18
BEACHWOOD,OH441225811 		  PC Health & Safety 25

GENEVA COLLEGE

3200 COLLEGE AVE
BEAVER FALLS,PA150103557 		  PC Education 1,000

GIRL SCOUTS OF NORTH EAST OHIO

1 GIRL SCOUT WAY
MACEDONIA,OH440562156 		  PC Civic 5,000

GOODWILL INDUSTRIES OF AKRON INC

570 E WATERLOO RD
AKRON,OH443191223 		  PC Health & Safety 5,000

GREATER AKRON FORE YOUTH DEVLPT INC

2000 S HAWKINS AVE
AKRON,OH443142530 		  PC Civic 13,000

GREATER CANTON CHAMBER OF COMMERCE FOUNDATION INC

PO BOX 153
CANTON,PA177240153 		  PC Civic 200

GREATER CLEVELAND FOOD BANK INC

13815 COIT RD
CLEVELAND,OH441102201 		  PC Health & Safety 25

HABITAT FOR HUMANITY INTERNATIONAL INC

PO BOX 145
MCMINNVILLE,TN371110145 		  PC Civic 3,500

HABITAT FOR HUMANITY INTERNATIONAL INC

100 PARKER CT STE 6 Suite 6
CHARDON,OH440241141 		  PC Civic 11,154

HABITAT FOR HUMANITY INTERNATIONAL INC

31 BELVIDERE AVE
WASHINGTON,NJ078821414 		  PC Civic 516

HABITAT FOR HUMANITY INTERNATIONAL INC

201 WASHINGTON ST STE 329
READING,PA196014009 		  PC Civic 400

HABITAT FOR HUMANITY INTERNATIONAL INC

31 BELVIDERE AVE
WASHINGTON,NJ078821414 		  PC Civic 606

HACKENSACK MERIDIAN HEALTH INC

399 THORNALL ST STE 2 Floor 7
EDISON,NJ088372238 		  PC Health & Safety 2,000

HACKENSACK MERIDIAN HEALTH INC

399 THORNALL ST STE 2 Floor 7
EDISON,NJ088372238 		  PC Health & Safety 2,000

HAVEN OF REST MINISTRIES INCORPORATED

PO BOX 547
AKRON,OH443090547 		  PC Health & Safety 200

HCSC BLOOD CENTER

2171 28TH ST SW
ALLENTOWN,PA181037073 		  PC Health & Safety 100

HELPING HARVEST FRESH FOOD BANK

117 MORGAN DR
SINKING SPG,PA196081755 		  PC Civic 152

HOLLIDAYSBURG AREA YOUNG MENS CHRISTIAN ASSOCIATION

1111 HEWIT ST
HOLLIDAYSBURG,PA166482221 		  PC Civic 250

HOPE SHOP

PO BOX 903
ELIZABETH,WV261430903 		  PC Civic 100

IDEASTREAM

1375 EUCLID AVE
CLEVELAND,OH441151826 		  PC Arts & Culture 250

INTERNATIONAL SOAP BOX DERBY INC

1000 GEORGE WASHINGTON BLVD
AKRON,OH443123004 		  PC Civic 500

JEWISH COMMUNITY CENTRE OF YORK PENNSYLVANIA

2000 HOLLYWOOD DR
YORK,PA174034210 		  PC Arts & Culture 6,667

JOHN CARROLL UNIVERSITY

1 JOHN CARROLL BLVD
UNIVERSITY HT,OH441184538 		  PC Education 75

JOHN CARROLL UNIVERSITY

1 JOHN CARROLL BLVD
UNIVERSITY HT,OH441184538 		  PC Education 200

KENT STATE UNIVERSITY FOUNDATION

PO BOX 5190
KENT,OH442420001 		  PC Education 200

KONSCIOUS YOUTH DEVELOPMENT & SERVICE

5 HILLVIEW DR
NEPTUNE,NJ077533561 		  PC Civic 10,000

LAKE ERIE ISLANDS CONSERVANCY

PO BOX 461
PUT IN BAY,OH434560461 		  PC Civic 200

LANDONS LIBRARY TRUST FUND

317 E OAK ST
OAKLAND,MD215501503 		  PC Education 5,000

LEBANON RESCUE MISSION INC

1223 BITTNER BLVD
LEBANON,PA170464543 		  PC Civic 50

LEUKEMIA & LYMPHOMA SOCIETY INC

3 INTERNATIONAL DR STE 200 Suite 32
00
RYE BROOK,NY105737501 		  PC Health & Safety 25

LGBT CENTER OF GREATER READING

640 CENTRE AVE
READING,PA196012827 		  PC Health & Safety 100

LGBT CENTER OF GREATER READING

640 CENTRE AVE
READING,PA196012827 		  PC Health & Safety 250

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY ST 34TH FL
NEW YORK,NY100051526 		  PC Education 75,000

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY ST 34TH FL
NEW YORK,NY100051526 		  PC Education 75,000

LUNCH BREAK

121 DRS JAMES PARKER BLVD
RED BANK,NJ077011441 		  PC Health & Safety 150

MARGIES HOPE

1384 W 117TH ST
LAKEWOOD,OH441073011 		  PC Civic 10,000

MARKET STREET MISSION INC

9 MARKET ST
MORRISTOWN,NJ079605122 		  PC Health & Safety 50

MARYS PLACE BY THE SEA INC

PO BOX 86
OCEAN GROVE,NJ077560086 		  PC Health & Safety 50

MATTHEW 25 MINISTRIES INC

11060 KENWOOD RD
BLUE ASH,OH452421816 		  PC Health & Safety 1,000

MATTHEW 25 MINISTRIES INC

11060 KENWOOD RD
BLUE ASH,OH452421816 		  PC Health & Safety 1,000

MERCY CENTER FOR WOMEN INC

1039 E 27TH ST
ERIE,PA165042919 		  PC Health & Safety 350

MIRACLES FROM MAGGIE CHARITABLE TRUST

7437 COUNTY ROAD 117
GLENWOOD SPGS,CO816014540 		  PC Health & Safety 1,000

MIRACLES FROM MAGGIE CHARITABLE TRUST

7437 COUNTY ROAD 117
GLENWOOD SPGS,CO816014540 		  PC Health & Safety 1,000

MISSION SOLVED INC

311 W 7TH ST
WAYNESBORO,PA172682111 		  PC Health & Safety 1,500

MONROE STREET NEIGHBORHOOD CENTER

3613 MONROE ST
TOLEDO,OH436064117 		  PC Health & Safety 10,000

MORAVIAN UNIVERSITY

1200 MAIN ST
BETHLEHEM,PA180186614 		  PC Education 100

MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC

375 KINGS HIGHWAY N STE B
CHERRY HILL,NJ080341013 		  PC Health & Safety 103

Multiple Sclerosis Association of America Inc

375 Kings Hwy N
Cherry Hill,NJ080340000 		  PC Health & Safety 5,425

Multiple Sclerosis Association of America Inc

375 Kings Hwy N
Cherry Hill,NJ080340000 		  PC Health & Safety 815

NATIONAL KIDNEY FOUNDATION INC

30 EAST 33RD STREET
NEW YORK,NY100165337 		  PC Health & Safety 460

NATIONAL KIDNEY FOUNDATION INC

30 EAST 33RD STREET
NEW YORK,NY100165337 		  PC Health & Safety 30

NATIONAL KIDNEY FOUNDATION INC

30 EAST 33RD STREET
NEW YORK,NY100165337 		  PC Health & Safety 30

NATIONAL SOCIETY TO PREVENT BLINDNESS

1500 W 3RD AVE STE 200
COLUMBUS,OH432122817 		  PC Health & Safety 275

NELSON GARRETTSVILLE COMMUNITY CUPBOARD INC

PO BOX 294
GARRETTSVILLE,OH442310000 		  PC Civic 1,800

NELSON GARRETTSVILLE COMMUNITY CUPBOARD INC

PO BOX 294
GARRETTSVILLE,OH442310000 		  PC Civic 1,800

NELSON GARRETTSVILLE COMMUNITY CUPBOARD INC

PO BOX 294
GARRETTSVILLE,OH442310000 		  PC Civic 1,800

NEW JERSEY VETERANS NETWORK INC

10 WARD PL
EAST HANOVER,NJ079361432 		  PC Health & Safety 10,000

NORTHEASTERN EDUCATIONAL TELEVISION OF OHIO INC

1750 W CAMPUS CENTER DR
KENT,OH442403820 		  PC Education 100

NORTHERN OHIO GOLF CHARITIES FOUNDATION INC

440 E WARNER RD
AKRON,OH443191925 		  PF Arts & Culture 100,000

NORTHWEST NEW JERSEY COMMUNITY ACTION PROGRAM INC

350 MARSHALL ST
PHILLIPSBURG,NJ088653273 		  PC Health & Safety 300

OHIO & ERIE CANALWAY COALITION

47 W EXCHANGE ST
AKRON,OH443081012 		  PC Arts & Culture 1,050

OHIO & ERIE CANALWAY COALITION

47 W EXCHANGE ST Suite 2452
AKRON,OH443081012 		  PC Sustainability 1,050

OHIO AMERICAN INDIAN COUNCIL

2550 FOX AVE SE
MINERVA,OH446579279 		  PC Civic 250

OHIO DOMESTIC VIOLENCE NETWORK

174 E LONG ST STE 200 Suite 301
COLUMBUS,OH432151809 		  PC Health & Safety 5,000

OHIO DOMESTIC VIOLENCE NETWORK

174 E LONG ST STE 200
COLUMBUS,OH432151809 		  PC Civic 300

OHIO NORTHERN UNIVERSITY

525 SOUTH MAIN STREET
ADA,OH458106000 		  PC Education 1,600

OHIO STATE UNIVERSITY FOUNDATION

2650 KENNY ROAD ROOM 120
COLUMBUS,OH432101060 		  PC Education 100

OHIO VALLEY REGION CSB MINISTRIES

1086 ALLEN SMITH RD
LEAVITTSBURG,OH444309757 		  PC Civic 2,000

OHIO VALLEY REGION CSB MINISTRIES

1086 ALLEN SMITH RD
LEAVITTSBURG,OH444309757 		  PC Civic 2,000

OHIO VALLEY REGION CSB MINISTRIES

1086 ALLEN SMITH RD
LEAVITTSBURG,OH444309757 		  PC Civic 2,500

ON EAGLES WINGS INC

661 OPEKISKA RIDGE RD
FAIRMONT,WV265548689 		  PC Civic 20,000

OUTSUPPORT INC

PO BOX 1728
MEDINA,OH442581728 		  PC Health & Safety 10,000

PAPER MILL PLAYHOUSE

22 BROOKSIDE DR
MILLBURN,NJ070411605 		  PC Arts & Culture 2,500

PELOTONIA

450 W BROAD ST
COLUMBUS,OH432152760 		  PC Health & Safety 400

PENNSYLVANIA STATE UNIVERSITY

2583 Gateway Drive
State College,PA168010000 		  GOV Education 500

PEOPLE OF WORTH INCORPORATED

528 RUBENS CIRCLE
MARTINSBURG,WV254030000 		  PC Civic 20,000

PLAYHOUSE SQUARE FOUNDATION

1501 EUCLID AVE STE 200 Suite 200
CLEVELAND,OH441152108 		  PC Arts & Culture 600

POCAHONTAS COUNTY SENIOR CITIZENS INC

20626 SENECA TRL
MARLINTON,WV249545506 		  PC Health & Safety 2,650

POCAHONTAS COUNTY SENIOR CITIZENS INC

20626 SENECA TRL
MARLINTON,WV249545506 		  PC Civic 1,530

REACHING ABOVE HOPELESSNESS AND BROKENNESS MINISTRIES INC

3480 W MARKET ST STE 303
FAIRLAWN,OH443333379 		  PC Civic 600

READING PRIDE CELEBRATION

201 WASHINGTON STREET SUITE 513
READING,PA196014009 		  PC Civic 50

RIDGWAY FIRE DEPARTMENT INC

PO BOX 391 PO Bpx 391
RIDGWAY,PA158530391 		  PC Civic 100

RONALD MCDONALD HOUSE CHARITIES OF NORTHEAST OHIO INC

10415 EUCLID AVE
CLEVELAND,OH441064709 		  PC Health & Safety 2,500

ROTARY CAMP FOR CHILDREN WITH SPECIAL NEEDS INC

4460 REX LAKE DRIVE
AKRON,OH443190000 		  PC Health & Safety 250

SAINT FRANCIS UNIVERSITY

PO BOX 600
LORETTO,PA159400600 		  PC Education 100

SECOND HARVEST FOOD BANK OF NORTHWEST PENNSYLVANIA

1507 GRIMM DR
ERIE,PA165011580 		  PC Health & Safety 1,000

SEMACH SEDEK R I A S

2004 S GREEN RD
SOUTH EUCLID,OH441214243 		  PC Civic 100

SETON HILL UNIVERSITY

1 SETON HILL DR
GREENSBURG,PA156011548 		  PC Education 500

SOUTH STREET THEATER CO INC

100 SOUTH ST
MORRISTOWN,NJ079604149 		  PC Arts & Culture 1,250

STONY GLEN CAMP

5300 W LOVELAND RD
MADISON,OH440579553 		  PC Education 2,500

SUMMIT CHORAL SOCIETY INC

140 E MARKET ST
AKRON,OH443082014 		  PC Arts & Culture 2,650

THE ARC OF CRAWFORD COUNTY INC

222 CHESTNUT ST
MEADVILLE,PA163353407 		  PC Civic 6,667

THE CHILDRENS HOSPITAL OF PHILADELPHIA

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA191044319 		  PC Health & Safety 50

THE CHILDRENS HOSPITAL OF PHILADELPHIA

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA191044319 		  PC Health & Safety 50

THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA191044319 		  PC Health & Safety 200

THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA191044319 		  PC Health & Safety 1,000

THE IM ABLE FOUNDATION

1007 HILL AVE BUILDING 17 Building
17
WYOMISSING,PA196100000 		  PC Civic 550

THE MUSICAL ARTS ASSOCIATION

11001 EUCLID AVE
CLEVELAND,OH441061713 		  PC Civic 600

THE MUSICAL ARTS ASSOCIATION

11001 EUCLID AVE
CLEVELAND,OH441061713 		  PC Civic 4,000

THE MUSICAL ARTS ASSOCIATION

11001 EUCLID AVE
CLEVELAND,OH441061713 		  PC Civic 4,000

THE RIVER VALLEY REGIONAL YOUNG MENS CHRISTIAN ASSOCIATION

641 WALNUT ST
WILLIAMSPORT,PA177014829 		  PC Civic 150

TRANSFORMATIONS BY AUSTIN ANGELS

25935 DETROIT RD PMB 220
WESTLAKE,OH441452452 		  PC Civic 100

UNIVERSITY HOSPITALS HEALTH SYSTEM INC

3605 WARRENSVILLE CENTER RD MCCO 50
62
SHAKER HTS,OH441225203 		  PC Health & Safety 25

UNIVERSITY OF AKRON FOUNDATION

302 BUCHTEL MALL Department of Deve
lopment
AKRON,OH443256220 		  PC Education 150

UNIVERSITY OF PITTSBURGH

200 S CRAIG ST
PITTSBURGH,PA152603706 		  PC Civic 6,667

UNIVERSITY OF TOLEDO FOUNDATION

2801 West Bancroft Driscoll Center
MS 319
tToledo,OH436060000 		  PC Education 1,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA156580616 		  PC Education 1,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA156580616 		  PC Education 1,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA156580616 		  PC Education 500

VENANGO MUSEUM OF ART SCIENCE AND INDUSTRY

270 SENECA STREET
OIL CITY,PA163010000 		  PC Arts & Culture 1,000

WASHINGTON ROTARY FOUNDATION

203 STATE ROUTE 31 N
WASHINGTON,NJ078821531 		  PC Education 5,660

WATOGA STATE PARK FOUNDATION INC

4800 WATOGA PARK RD
MARLINTON,WV249545962 		  PC Civic 500

WELL COMMUNITY DEVELOPMENT CORPORATION

647 E MARKET ST
AKRON,OH443041620 		  PC Civic 2,700

WELL COMMUNITY DEVELOPMENT CORPORATION

647 E MARKET ST
AKRON,OH443041620 		  PC Civic 2,700

WESTMINSTER COLLEGE

319 S MARKET ST
NEW WILMNGTN,PA161720002 		  PC Education 40

WESTMORELAND COUNTY FOOD BANK INC

100 DEVONSHIRE DR
DELMONT,PA156261607 		  PC Health & Safety 1,500

WESTMORELAND COUNTY FOOD BANK INC

100 DEVONSHIRE DR
DELMONT,PA156261607 		  PC Health & Safety 25

WESTMORELAND COUNTY FOOD BANK INC

100 DEVONSHIRE DR
DELMONT,PA156261607 		  PC Health & Safety 25

YMCA OF CENTRAL STARK COUNTY

4700 DRESSLER RD NW
CANTON,OH447182570 		  PC Civic 1,000

YMCA OF CENTRAL STARK COUNTY

4700 DRESSLER RD NW
CANTON,OH447182570 		  PC Civic 500

YOUNG MENS CHRISTIAN ASSN OF RIDGWAY PA

34 N BROAD ST
RIDGWAY,PA158531029 		  PC Civic 500

YOUNGSTOWN STATE UNIVERSITY FOUNDATION

655 WICK AVE
YOUNGSTOWN,OH445021214 		  PC Education 40

YOUNGSTOWN SYMPHONY SOCIETY INC

260 W FEDERAL ST
YOUNGSTOWN,OH445031206 		  PC Arts & Culture 100

YOUTH CHALLENGE

800 SHARON DRIVE
WESTLAKE,OH441450000 		  PC Education 10,000
Total .................................right arrow 3a 5,276,512
bApproved for future payment
Total ................................. right arrow 3b 0
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 2,699,799  
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 -2,358,336  
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) .. 0 341,463 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
341,463
(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: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION FEES 34,814     34,814

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
NORTHERN OHIO GOLF CHARITIES FOUNDATION INC
  		440 E WARNER RD
AKRON,OH443191925 		2022-03-29 100,000 Support for the Northern Ohio Golf Charities Foundation's grant application process 100,000 NO 12/28/23 2023-12-28 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
NORTHERN OHIO GOLF CHARITIES FOUNDATION INC
  		440 E WARNER RD
AKRON,OH443191925 		2023-04-03 100,000 Support for the Northern Ohio Golf Charities Foundation's grant application process 100,000 NO 01/23/24 2024-01-23 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
DOUBLELINE TOTAL RETURN BOND 0 0
METROPOLITAN WEST TOTAL RETURN 0 0
PIMCO INCOME FUND 17,855,373 16,003,929

TY 2023 InvestmentsCorpStockSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
EUROPACIFIC GROWTH FUND 8,277,747 7,517,825
DIAMOND HILL LARGE CAP FUND 15,290,091 14,020,786
ALGER SPECTRA FUND CLASS I 6,666,715 6,402,449
AMERICAN BEACON AHL 4,364,075 3,790,677
AMERICAN CTRY SMALL CAP FUND 10,047,265 9,354,192
ARTISAN INTERNATIONAL FUND 8,551,369 10,904,121
VANGUARD FTSE EM FUND 0 0
EATON VANCE - ATL FUND 10,046,902 11,731,333
FIDELITY 500 INDEX 8,705,265 12,653,703

TY 2023 InvestmentsOtherSchedule2
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Ares Global Multi Asset FMV 10,000,000 9,833,116
Principal Diversified Fund FMV 7,904,089 6,554,511
ICAPITAL HRBRVST DOVER ST X FMV 2,100,000 1,662,144
STONE RIDGE REINSURANCE RISK FMV 130,430 151,337

TY 2023 OtherDecreasesSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
PRIOR PERIOD ADJUSTMENT 1,999,209


TY 2023 OtherExpensesSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Membership Dues/Fees 0 0 0 0
SUBSCRIPTIONS 39,014 0 0 39,014


TY 2023 OtherIncomeSchedule2
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASSTHROUGH INCOME FROM K-1   -8,209  


TY 2023 OtherProfessionalFeesSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 52,048 52,048 0 0
ADVISORY FEES 40,000 40,000 0 0


TY 2023 TaxesSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 24,129 0 0 0