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
FLORENCE S BEECHER 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

34-6613413
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$9,541,288J 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... 208,616 207,998  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 423,341
b Gross sales price for all assets on line 6a 3,262,331
7 Capital gain net income (from Part IV, line 2)... 423,341
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........ 631,957 631,339  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 81,639 40,820   40,820
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
6,972 1,729   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
950     950
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,811 42,549 0 43,020
25 Contributions, gifts, grants paid....... 405,000 405,000
26 Total expenses and disbursements. Add lines 24 and 25 495,811 42,549 0 448,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 136,146
b Net investment income (if negative, enter -0-) 588,790
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......... 48,977 226,256 226,256
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)....... 5,109,141 Click to see attachment
List of Attached Documents:
// Content
4,298,265 		6,011,089
c Investments—corporate bonds (attach schedule)....... 2,562,394 Click to see attachment
List of Attached Documents:
// Content
3,430,506 		3,303,943
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,720,512 7,955,027 9,541,288
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........... 7,720,512 7,955,027
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,720,512 7,955,027
30 Total liabilities and net assets/fund balances (see instructions). 7,720,512 7,955,027
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,720,512
2
Enter amount from Part I, line 27a .....................
2
136,146
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
100,000
4
Add lines 1, 2, and 3 ..........................
4
7,956,658
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,631
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,955,027
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 50000. US TREASURY N/B 2.375% 02/29/2024   2022-07-25 2023-02-07
b 2000. AT&T INC   2022-05-23 2023-02-17
c 325. ABBVIE INC   2022-05-23 2023-02-17
d 100. ALPHABET INC   2013-02-12 2023-02-17
e 350. ELECTRONIC ARTS INC   2022-05-23 2023-02-17
150. HUMANA INC W/1 RT/SH     2023-02-17
60. ELI LILLY & CO   2020-04-27 2023-02-17
400. MCCORMICK & CO INC COM NON VTG   2022-05-23 2023-02-17
600. MCCORMICK & CO INC COM NON VTG   2022-01-24 2023-02-17
100. NIKE INC CL B   2010-02-19 2023-02-17
363. PROCTER & GAMBLE CO   2020-02-18 2023-02-17
595. PRUDENTIAL FINL INC     2023-02-17
401. SYSCO CORP   2020-08-14 2023-02-17
38. UNITEDHEALTH GROUP INC   2018-11-01 2023-02-17
651. WEC ENERGY GROUP INC     2023-02-17
50000. US TREASURY N/B 2.375% 02/29/2024   2022-07-25 2023-03-07
200. AMAZON.COM INC   2018-04-27 2023-04-12
61. ANALOG DEVICES   2020-04-27 2023-04-12
200. APPLE COMPUTER   2010-06-10 2023-04-12
500. BANK AMER CORP COM   2022-10-04 2023-04-12
1444. BANK AMER CORP COM     2023-04-12
284. CATERPILLAR INC.   2021-04-01 2023-04-12
261. CHEVRONTEXACO CORP     2023-04-12
63. ILLINOIS TOOL WORKS INC COM   2011-03-23 2023-04-12
250. ISHARES TR   2019-01-16 2023-04-12
588. ISHARES S & P SMALLCAP 600     2023-04-12
104. MICROSOFT CORP   2014-12-23 2023-04-12
60. O'REILLY AUTOMOTIVE INC   2022-10-04 2023-04-12
1390. SPDR INDEX SHS FDS   2022-10-04 2023-04-12
100000. CNOOC FIN 2015 U S A LLC   2019-12-24 2023-05-02
2919. REGIONS FINL CORP NEW     2023-05-09
250. AUTOMATIC DATA PROCESSING     2023-05-25
61. DEERE & COMPANY   2023-04-12 2023-05-25
92. DEERE & COMPANY   2021-05-06 2023-05-25
48. NVIDIA CORP   2020-08-14 2023-05-25
4036.58 VICTORY PORTFOLIOS     2023-05-25
50000. US TREASURY N/B 2.375% 02/29/2024   2022-07-25 2023-06-29
200. ALPHABET INC   2013-02-12 2023-07-13
261. AMAZON.COM INC     2023-07-13
300. APPLE COMPUTER   2010-06-10 2023-07-13
200. CHEVRONTEXACO CORP   2020-08-14 2023-07-13
9. COSTCO WHOLESALE CORP   2018-11-01 2023-07-13
580. CROWN CASTLE INC   2018-04-27 2023-07-13
200. DANAHER CORP     2023-07-13
12. DIAGEO PLC SPONSORED ADR   2022-10-04 2023-07-13
114. FISERV INC   2020-08-14 2023-07-13
100. ILLINOIS TOOL WORKS INC COM   2011-03-23 2023-07-13
67. ISHARES S & P SMALLCAP 600     2023-07-13
188. J P MORGAN CHASE & CO   2018-04-27 2023-07-13
99. JOHNSON & JOHNSON CO   2018-11-01 2023-07-13
100. MICROSOFT CORP   2014-12-23 2023-07-13
50. NVIDIA CORP   2020-08-14 2023-07-13
695. OCCIDENTAL PETROLEUM CORP   2023-04-12 2023-07-13
50. PROCTER & GAMBLE CO   2020-02-18 2023-07-13
209. SPDR INDEX SHS FDS   2022-10-04 2023-07-13
169. SHERWIN WILLIAMS CO   2022-07-22 2023-07-13
124. SHERWIN WILLIAMS CO   2021-05-06 2023-07-13
236. TEXAS INSTRUMENTS INC.   2014-12-23 2023-07-13
25. UNITEDHEALTH GROUP INC   2018-11-01 2023-07-13
250. VALERO ENERGY   2013-02-12 2023-07-13
562. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2023-07-13
163. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2023-07-13
3758.9 VICTORY PORTFOLIOS   2022-03-17 2023-07-13
96. VISA INC   2018-04-27 2023-07-13
48000. ARIZONA PUB SVC CO   2021-05-17 2023-08-16
100000. US TREASURY N/B 1.75% 06/30/2024   2021-05-21 2023-08-16
250. AMERICAN EXPRESS COMPANY   2023-02-17 2023-10-03
340. DIAGEO PLC SPONSORED ADR   2022-10-04 2023-10-03
203. DOLLAR GEN CORP NEW   2022-07-22 2023-10-03
80. J P MORGAN CHASE & CO   2018-04-27 2023-10-03
150. NIKE INC CL B   2010-02-19 2023-10-03
420. STARBUCKS CORP   2023-02-17 2023-10-03
90. VISA INC   2018-04-27 2023-10-03
100. ALPHABET INC   2013-02-12 2023-11-29
100. AMAZON.COM INC   2018-05-31 2023-11-29
50. ANALOG DEVICES   2020-04-27 2023-11-29
100. APPLE COMPUTER   2010-06-10 2023-11-29
100. CHEVRONTEXACO CORP   2021-08-19 2023-11-29
100. ILLINOIS TOOL WORKS INC COM   2011-03-23 2023-11-29
98. ISHARES S & P MIDCAP 400   2023-05-25 2023-11-29
122. ISHARES S & P SMALLCAP 600   2021-12-15 2023-11-29
250. JOHNSON & JOHNSON CO   2018-11-01 2023-11-29
50. MICROSOFT CORP   2014-12-23 2023-11-29
51. NVIDIA CORP   2020-08-14 2023-11-29
300. PIONEER NAT RES CO COM   2021-10-12 2023-11-29
380. SPDR INDEX SHS FDS   2022-10-04 2023-11-29
200. TEXAS INSTRUMENTS INC.     2023-11-29
100. VALERO ENERGY   2013-02-12 2023-11-29
1032. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2023-11-29
288. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2023-11-29
138. VERTEX PHARMACEUTICAL INC   2023-04-12 2023-11-29
50. ACCENTURE PLC-CL A   2011-03-23 2023-11-29
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 48,721   49,473 -752
b 38,701   41,780 -3,079
c 49,016   48,895 121
d 9,370   1,958 7,412
e 39,248   46,827 -7,579
76,336   62,119 14,217
19,666   9,810 9,856
30,197   36,795 -6,598
45,295   56,502 -11,207
12,417   1,609 10,808
50,518   45,595 4,923
60,006   62,787 -2,781
31,318   23,438 7,880
18,820   9,887 8,933
60,434   65,561 -5,127
48,615   49,473 -858
19,668   15,838 3,830
11,446   6,607 4,839
32,080   1,770 30,310
14,176   16,255 -2,079
40,940   59,965 -19,025
62,531   65,854 -3,323
44,355   22,977 21,378
14,603   3,449 11,154
17,847   14,193 3,654
56,061   65,292 -9,231
29,581   5,070 24,511
52,610   43,923 8,687
57,059   55,648 1,411
100,000   104,272 -4,272
47,012   60,771 -13,759
52,646   57,735 -5,089
21,578   23,422 -1,844
32,544   35,620 -3,076
18,498   5,579 12,919
175,107   203,157 -28,050
49,008   49,473 -465
24,754   3,915 20,839
34,828   20,857 13,971
57,072   2,654 54,418
31,862   17,887 13,975
4,803   2,057 2,746
66,433   58,285 8,148
47,802   61,559 -13,757
2,107   2,106 1
14,574   11,296 3,278
25,014   5,474 19,540
6,829   7,445 -616
28,002   20,601 7,401
15,583   13,929 1,654
34,130   4,875 29,255
22,386   5,811 16,575
42,846   45,077 -2,231
7,413   6,280 1,133
8,836   8,367 469
44,394   43,854 540
32,573   35,308 -2,735
43,008   12,978 30,030
11,295   6,505 4,790
29,086   10,454 18,632
26,577   21,693 4,884
6,846   6,227 619
177,420   184,449 -7,029
23,396   12,102 11,294
46,918   51,637 -4,719
96,941   104,316 -7,375
37,041   44,117 -7,076
50,216   59,672 -9,456
21,007   50,395 -29,388
11,428   8,766 2,662
14,268   2,413 11,855
38,058   44,969 -6,911
20,711   11,346 9,365
13,808   1,958 11,850
14,767   8,152 6,615
9,335   5,416 3,919
19,182   885 18,297
14,601   9,325 5,276
24,260   5,474 18,786
25,091   23,664 1,427
11,805   13,422 -1,617
37,911   35,174 2,737
19,135   2,438 16,697
24,594   5,927 18,667
70,414   57,423 12,991
15,263   15,213 50
31,016   12,807 18,209
12,652   4,182 8,470
47,425   39,835 7,590
11,671   11,002 669
48,172   45,123 3,049
16,744   2,515 14,229
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       -752
b       -3,079
c       121
d       7,412
e       -7,579
      14,217
      9,856
      -6,598
      -11,207
      10,808
      4,923
      -2,781
      7,880
      8,933
      -5,127
      -858
      3,830
      4,839
      30,310
      -2,079
      -19,025
      -3,323
      21,378
      11,154
      3,654
      -9,231
      24,511
      8,687
      1,411
      -4,272
      -13,759
      -5,089
      -1,844
      -3,076
      12,919
      -28,050
      -465
      20,839
      13,971
      54,418
      13,975
      2,746
      8,148
      -13,757
      1
      3,278
      19,540
      -616
      7,401
      1,654
      29,255
      16,575
      -2,231
      1,133
      469
      540
      -2,735
      30,030
      4,790
      18,632
      4,884
      619
      -7,029
      11,294
      -4,719
      -7,375
      -7,076
      -9,456
      -29,388
      2,662
      11,855
      -6,911
      9,365
      11,850
      6,615
      3,919
      18,297
      5,276
      18,786
      1,427
      -1,617
      2,737
      16,697
      18,667
      12,991
      50
      18,209
      8,470
      7,590
      669
      3,049
      14,229
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 2 423,341
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 8,184
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 8,184
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 8,184
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,041
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 7,041
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,148
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 742-7021

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1 		81,639    
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
9,075,923
b
Average of monthly cash balances.......................
1b
139,543
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,215,466
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
9,215,466
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,232
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,077,234
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
453,862
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
453,862
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,184
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,184
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
445,678
4
Recoveries of amounts treated as qualifying distributions................
4
100,000
5
Add lines 3 and 4............................
5
545,678
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
545,678
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
448,020
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
448,020
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 7 545,678
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 407,651
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$ 448,020
a Applied to 2022, but not more than line 2a 407,651
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..... 40,369
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 .......... 		505,309
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

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 220,000

AKRON CHILDRENS HOSPITAL FOUNDATION

1 PERKINS SQ
AKRON,OH44308 		NONE PC GENERAL OPERATING 50,000

BUTLER INSTITUTE OF AMERICAN ART

524 WICK AVE
YOUNGSTOWN,OH445021213 		NONE PC GENERAL SUPPORT 50,000

MAHONING VALLEY HISTORICAL SOCIETY

648 WICK AVE
YOUNGSTOWN,OH445021215 		NONE PC GENERAL OPERATING 25,000

HENRY H STAMBAUGH AUDITORIUM ASSOCIATION

1000 5TH AVE
YOUNGSTOWN,OH445041673 		NONE PC GENERAL OPERATING 50,000

NATIONAL REDISTRICTING FOUNDATION

700 13TH ST NW STE 600
WASHINGTON,DC200055998 		NONE PC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 405,000
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 ....     14 208,616  
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 ............ 		    18 423,341  
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) ..   631,957  
13Total. Add line 12, columns (b), (d), and (e)..................
13
631,957
(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:
FLORENCE S BEECHER FDN
EIN:
34-6613413
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:
FLORENCE S BEECHER FDN
EIN:
34-6613413
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:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Name of Bond End of Year Book Value End of Year Fair Market Value
12634MAD2 CNOOC FINANCE 2015 U    
718172CD9 PHILIP MORRIS INTL I    
3137EADB2 FHLMC 2.375% 01/13/2    
9128284P2 US T-NOTES 2.625% 05    
17275RBJ0 CISCO SYSTEMS 1.85%    
458140AR1 INTEL CORP    
57636QAF1 MASTERCARD INC 2% 11    
49271VAJ9 KEURIG DR PEPPER INC 53,176 45,852
61761J3R8 MORGAN STANLEY 54,292 47,896
70450YAE3 PAYPAL HLDGS INC 52,782 45,692
74460WAA5 PUBLIC STORAGE 49,608 46,078
91282CBL4 US TREASURY N/B 1.12 92,740 83,547
09247XAQ4 BLACKROCK INC 51,595 44,631
291011BL7 EMERSON ELEC CO 50,901 45,603
040555CQ5 ARIZONA PUB SVC CO    
912828V80 US TREASURY N/B 2.25    
9128286Z8 US TREASURY N/B 1.75    
912828YQ7 US TREASURY N/B 1.62 275,826 257,469
912828P46 US TREASURY N/B 1.62 151,787 142,172
740189AM7 PRECISION CASTPARTS 54,519 48,963
23338VAN6 DTE ELEC CO 50,662 44,954
91282CCH2 US TREASURY N/B 1.25 186,814 178,438
808513BS3 SCHWAB CHARLES CORP 50,171 41,468
78016EZQ3 ROYAL BANK OF CANADA 50,005 46,163
9128284N7 US TREASURY N/B 2.87 150,593 143,906
9128286T2 US TREASURY N/B 2.37 53,236 46,391
91324PCW0 UNITEDHEALTH GROUP I 74,936 73,309
91282CEP2 US TREASURY N/B 2.87 169,466 162,422
38141GZK3 GOLDMAN SACHS GROUP 48,155 46,391
9128283Z1 US TREASURY N/B 2.75 344,195 342,453
20030NBY6 COMCAST CORP NEW 74,109 72,354
57636QAU8 MASTERCARD INC 22,486 21,058
9128286G0 US TREASURY N/B 2.37 98,945 99,516
38145GAH3 GOLDMAN SACHS GROUP 48,587 48,172
89115A2E1 TORONTON-DOMINION BA 75,900 72,829
17252MAN0 CINTAS CORP NO 2 75,255 73,400
032654AN5 ANALOG DEVICES INC 50,161 48,889
053332AZ5 AUTOZONE INC 46,051 47,459
06368LGV2 BANK OF MONTREAL 5.2 74,927 76,404
29736RAS9 ESTEE LAUDER CO 4.37 49,606 49,792
30303M8M7 META PLATFORMS INC 4 49,657 51,150
369550BP2 GENERAL DYNAMICS COR 79,709 87,047
756109BQ6 REALTY INCOME CORP 5 49,460 49,966
91282CEV9 US TREASURY N/B 3.25 48,469 48,445
91282CGM7 US TREASURY N/B 3.5% 97,555 97,109
91282CGQ8 US TREASURY N/B 4% 0 103,391 100,594
91282CHH7 US TREASURY N/B 4.12 173,879 175,000
91282CHR5 US TREASURY N/B 4% 0 146,900 150,961

TY 2023 InvestmentsCorpStockSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Name of Stock End of Year Book Value End of Year Fair Market Value
701094104 PARKER-HANNIFIN CORP 63,155 84,308
70450Y103 PAYPAL HOLDINGS INCO    
871829107 SYSCO CORP    
92939U106 WEC ENERGY GROUP INC    
543916688 LORD ABBETT INVT TR 336,195 308,179
61756E461 MORGAN STANLEY INSTL    
337738108 FISERV INC 39,634 53,136
882508104 TEXAS INSTRS INC 23,060 34,092
592905749 METROPOLITAN WEST FD    
512807108 LAM RESH CORP    
67066G104 NVIDIA CORP 37,190 158,470
91913Y100 VALERO ENERGY CORP N 54,379 117,000
92826C839 VISA INC 66,681 132,779
65339F101 NEXTERA ENERGY INC 12,575 60,193
02079K305 ALPHABET INC 23,492 167,628
437076102 HOME DEPOT INC    
025816109 AMERICAN EXPRESS CO    
166764100 CHEVRON CORP NEW 18,649 29,832
28176E108 EDWARDS LIFESCIENCES    
46625H100 JPMORGAN CHASE & CO 88,367 139,482
742718109 PROCTER & GAMBLE CO 43,962 51,289
31420B847 FEDERATED HERMES INS    
713448108 PEPSICO INC 53,812 67,936
649280815 NEW WORLD FD INC NEW    
22160K105 COSTCO WHOLESALE COR 24,687 71,289
22822V101 CROWN CASTLE INC    
464287788 ISHARES TR    
032654105 ANALOG DEVICES INC 43,216 79,225
254687106 DISNEY WALT CO    
452308109 ILLINOIS TOOL WKS IN    
921937702 VANGUARD BD INDEX FD 257,668 248,800
31421N683 FEDERATED HERMES EQU    
72201F623 PIMCO FDS    
46120E602 INTUITIVE SURGICAL I 45,282 43,857
594918104 MICROSOFT CORP 53,040 282,030
654106103 NIKE INC    
277911491 EATON VANCE MUTUAL F    
89155T649 TOUCHSTONE FDS GROUP    
007903107 ADVANCED MICRO DEVIC 25,004 29,482
097023105 BOEING CO    
552982720 MFS SER TR XIII    
478160104 JOHNSON & JOHNSON 35,174 39,185
74340W103 PROLOGIS INC    
907818108 UNION PAC CORP    
023135106 AMAZON COM INC 124,313 142,672
773903109 ROCKWELL AUTOMATION 45,225 47,503
91324P102 UNITEDHEALTH GROUP I 66,421 118,456
G1151C101 ACCENTURE PLC-CL A 18,580 110,888
H1467J104 CHUBB LTD 53,173 73,450
38144N841 GOLDMAN SACHS TR    
532457108 LILLY ELI & CO 44,147 157,388
09247X101 BLACKROCK INC    
037833100 APPLE INC 9,732 211,783
169656105 CHIPOTLE MEXICAN GRI 66,521 86,904
235851102 DANAHER CORP    
92646A831 VICTORY PORTFOLIOS    
444859102 HUMANA INC    
55261F104 M & T BK CORP 33,640 34,270
824348106 SHERWIN WILLIAMS CO    
244199105 DEERE & CO    
053484101 AVALONBAY CMNTYS INC    
060505104 BANK AMER CORP    
149123101 CATERPILLAR INS    
260557103 DOW INC    
14040H105 CAPITAL ONE FINL COR    
43300A203 HILTON WORLDWIDE HLD    
723787107 PIONEER NAT RES CO    
88160R101 TESLA INC 50,170 59,635
7591EP100 REGIONS FINL CORP NE    
744320102 PRUDENTIAL FINL INC    
936793744 WASATCH FDS TR    
09857L108 BOOKING HLDGS INC 51,802 88,681
171340102 CHURCH & DWIGHT CO I    
464287804 ISHARES TR 157,384 164,648
00206R102 AT&T INC    
78463X749 SPDR INDEX SHS FDS 189,003 206,355
922042858 VANGUARD INTL EQUITY 140,682 147,302
036752103 ANTHEM INC 50,049 51,400
285512109 ELECTRONIC ARTS INC    
921943858 VANGUARD TAX-MANAGED 522,481 614,078
00287Y109 ABBVIE INC    
21036P108 CONSTELLATION BRANDS 86,953 88,239
26875P101 EOG RES INC 50,536 48,380
580135101 MCDONALDS CORP 79,867 96,366
053015103 AUTOMATIC DATA PROCE    
25243Q205 DIAGEO PLC    
81762P102 SERVICENOW INC 44,549 70,649
666807102 NORTHROP GRUMMAN COR 45,449 46,814
67103H107 O'REILLY AUTOMOTIVE    
025537101 AMERICAN ELEC PWR CO 50,464 40,610
256677105 DOLLAR GEN CORP NEW    
539830109 LOCKHEED MARTIN CORP 43,269 45,324
579780206 MCCORMICK & CO INC    
00724F101 ADOBE SYS INC 44,060 73,978
049560105 ATMOS ENERGY CORP 35,301 34,770
084670702 BERKSHIRE HATHAWAY C 15,159 14,980
101137107 BOSTON SCIENTIFIC CO 45,368 49,890
291011104 EMERSON ELEC CO 49,787 56,159
30231G102 EXXON MOBIL CORP 22,379 19,396
369604301 GENERAL ELEC CO 48,683 60,497
464287507 ISHARES TR 310,320 336,183
64110L106 NETFLIX INC 44,606 62,808
79466L302 SALESFORCE.COM INC 43,909 70,522
871607107 SYNOPSYS INC 27,742 25,746
872540109 TJX COS INC NEW 39,392 41,558
872590104 T-MOBILE US INC 45,787 49,382
931142103 WAL MART STORES INC 45,591 49,344
98978V103 ZOETIS INC 53,361 59,211
G54950103 LINDE PLC 57,188 56,678

TY 2023 OtherDecreasesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Amount
MUTUAL FUND TIMING ADJ 736
ROC ADJ ON CY SALES 618
CY POAI 277


TY 2023 OtherExpensesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200
OTHER EXPENSE (NON-DEDUCTIBLE 750 0   750


TY 2023 OtherIncreasesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Amount
RECOVERY OF GRANTS PAID 100,000


TY 2023 TaxesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 994 994   0
FEDERAL ESTIMATES - PRINCIPAL 5,243 0   0
FOREIGN TAXES ON NONQUALIFIED 735 735   0