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
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 630858
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452630858
A Employer identification number

31-1482697
B Telephone number (see instructions)

(513) 534-5310
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$1,912,974J 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... 43,900 43,600  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 469,709
b Gross sales price for all assets on line 6a 2,394,987
7 Capital gain net income (from Part IV, line 2)... 469,709
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)....... Click to see attachment
List of Attached Documents:
// Content
1,260    
12 Total. Add lines 1 through 11........ 514,869 513,309  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,600     21,600
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
350 175 0 175
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,830 915 0 915
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,668 18,668   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,122 1,122   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,770 20,880 0 22,890
25 Contributions, gifts, grants paid....... 141,200 141,200
26 Total expenses and disbursements. Add lines 24 and 25 184,970 20,880 0 164,090
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 329,899
b Net investment income (if negative, enter -0-) 492,429
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............. 14,765 9,421 9,421
2 Savings and temporary cash investments......... 48,571 41,968 41,968
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)....... 1,079,729 Click to see attachment
List of Attached Documents:
// Content
1,289,537 		1,405,341
c Investments—corporate bonds (attach schedule)....... 313,450 Click to see attachment
List of Attached Documents:
// Content
446,158 		456,244
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) 1,456,515 1,787,084 1,912,974
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,456,515 1,787,084
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)..... 1,456,515 1,787,084
30 Total liabilities and net assets/fund balances (see instructions). 1,456,515 1,787,084
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
1,456,515
2
Enter amount from Part I, line 27a .....................
2
329,899
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,773
4
Add lines 1, 2, and 3 ..........................
4
1,788,187
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,103
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,787,084
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 445.017 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2019-03-22 2023-06-21
b 130.691 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2017-03-23 2023-06-21
c 69.367 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2018-10-26 2023-06-21
d 84.852 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2020-03-23 2023-06-21
e 1194.029 GRANDEUR PEAK INTL STALWARTS INST   2020-01-24 2023-06-21
549. ESG AWARE MSCI EAFE ETF   2020-04-17 2023-06-21
124.59 MASSMUTUAL SHORT-DURATION BOND FUND - CLASS Y   2019-10-18 2023-06-21
884.976 MASSMUTUAL SHORT-DURATION BOND FUND - CLASS Y   2019-04-24 2023-06-21
2265.082 MASSMUTUAL SHORT-DURATION BOND FUND - CLASS Y   2019-04-24 2023-06-21
2259.291 MASSMUTUAL SHORT-DURATION BOND FUND - CLASS Y   2019-03-22 2023-06-21
1959.99 MASSMUTUAL SHORT-DURATION BOND FUND - CLASS Y   2019-01-11 2023-06-21
250.604 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2019-04-24 2023-07-10
366.747 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2019-03-22 2023-07-10
79.826 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2019-05-16 2023-07-10
40.838 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2018-10-26 2023-07-10
321.348 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2017-01-20 2023-07-10
175.14 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2015-08-20 2023-07-10
1157.628 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2010-07-28 2023-07-10
32.855 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2015-08-20 2023-07-10
15.76 INVESCO DEVELOPING MARKETS FUND - CLASS R6   2016-01-25 2023-07-10
2047.485 BAIRD AGGREGATE BOND FUND-IS   2019-12-20 2023-07-10
633.04 COHEN & STEERS REALTY SHARES I   2020-04-17 2023-07-10
37.116 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2020-03-23 2023-07-10
53.432 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2010-02-17 2023-07-10
279.133 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2011-11-16 2023-07-10
51.333 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2012-06-22 2023-07-10
390.125 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2009-08-19 2023-07-10
132.739 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2010-05-19 2023-07-10
30.055 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2009-07-15 2023-07-10
201.621 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2009-01-08 2023-07-10
66.452 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2008-12-24 2023-07-10
51.805 AMERICAN FUNDS EUROPACIFIC GROWTH F-3   2009-02-10 2023-07-10
1373.846 GRANDEUR PEAK INTL STALWARTS INST   2020-01-24 2023-07-10
713.674 HARBOR FD CAP APPRECIATION FD   2019-04-24 2023-07-10
190.598 HARBOR FD CAP APPRECIATION FD   2019-10-18 2023-07-10
64.498 HARBOR FD CAP APPRECIATION FD   2013-10-17 2023-07-10
127.499 HARBOR FD CAP APPRECIATION FD   2016-02-19 2023-07-10
1214.929 HARBOR FD CAP APPRECIATION FD   2011-03-23 2023-07-10
263.204 HARBOR FD CAP APPRECIATION FD   2011-08-25 2023-07-10
667.485 HOTCHKIS & WILEY HIGH YIELD I   2017-01-20 2023-07-10
1307.434 HOTCHKIS & WILEY HIGH YIELD I   2019-04-24 2023-07-10
106.344 HOTCHKIS & WILEY HIGH YIELD I   2019-03-22 2023-07-10
859.3 HOTCHKIS & WILEY HIGH YIELD I   2019-01-11 2023-07-10
321.418 HOTCHKIS & WILEY HIGH YIELD I   2019-10-18 2023-07-10
342. ISHARES TR S&P 500 INDEX FD   2019-04-24 2023-07-10
24. ISHARES TR S&P 500 INDEX FD   2018-01-25 2023-07-10
29. ISHARES TR S&P 500 INDEX FD   2018-08-16 2023-07-10
19. ISHARES TR S&P 500 INDEX FD   2018-07-19 2023-07-10
79. ISHARES TR S&P 500 INDEX FD   2018-02-15 2023-07-10
40. ISHARES TR S&P 500 INDEX FD   2018-11-15 2023-07-10
2. ISHARES TR S&P 500 INDEX FD   2018-10-26 2023-07-10
225. ISHARES TR S&P 500 INDEX FD   2019-01-11 2023-07-10
82. ISHARES TR S&P 500 INDEX FD   2018-12-20 2023-07-10
1. ISHARES TR S&P 500 INDEX FD   2017-05-18 2023-07-10
274. ISHARES TR S&P 500 INDEX FD   2017-03-23 2023-07-10
83. ISHARES TR S&P 500 INDEX FD   2020-03-23 2023-07-10
197. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2023-06-21 2023-07-10
18. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2019-10-18 2023-07-10
10. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2018-10-26 2023-07-10
65. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2019-01-11 2023-07-10
71. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2017-03-23 2023-07-10
6. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2018-12-20 2023-07-10
123. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2020-03-23 2023-07-10
507. ISHARES S&P SMALL CAP 600 INDEX FUND   2023-06-21 2023-07-10
28. ISHARES S&P SMALL CAP 600 INDEX FUND   2019-04-24 2023-07-10
99. ISHARES S&P SMALL CAP 600 INDEX FUND   2018-04-19 2023-07-10
33. ISHARES S&P SMALL CAP 600 INDEX FUND   2019-10-18 2023-07-10
28. ISHARES S&P SMALL CAP 600 INDEX FUND   2019-06-24 2023-07-10
39. ISHARES S&P SMALL CAP 600 INDEX FUND   2018-10-26 2023-07-10
18. ISHARES S&P SMALL CAP 600 INDEX FUND   2018-12-20 2023-07-10
173. ISHARES S&P SMALL CAP 600 INDEX FUND   2017-03-23 2023-07-10
325. ISHARES S&P SMALL CAP 600 INDEX FUND   2020-03-23 2023-07-10
86. ESG AWARE MSCI EAFE ETF   2020-04-17 2023-07-10
18.644 MFS VALUE FUND CLASS I   2019-10-18 2023-07-10
1758.212 MFS VALUE FUND CLASS I   2019-04-24 2023-07-10
129.528 MFS VALUE FUND CLASS I   2014-01-17 2023-07-10
32.005 MFS VALUE FUND CLASS I   2014-02-21 2023-07-10
166.313 MFS VALUE FUND CLASS I   2013-12-20 2023-07-10
51.405 MFS VALUE FUND CLASS I   2014-10-16 2023-07-10
215.683 MFS VALUE FUND CLASS I   2013-10-17 2023-07-10
542.606 MFS VALUE FUND CLASS I   2020-03-23 2023-07-10
2143.467 MFS VALUE FUND CLASS I   2010-09-27 2023-07-10
330.005 MFS VALUE FUND CLASS I   2011-08-25 2023-07-10
1533.637 NORTHERN MULTI-MANAGER GLOBAL INFRASTRUCTURE FUND   2020-04-17 2023-07-10
767.604 PGIM TOTAL RETURN BOND FUND CL R6   2019-05-16 2023-07-10
1825.747 PGIM TOTAL RETURN BOND FUND CL R6   2019-05-16 2023-07-10
3010.656 PGIM TOTAL RETURN BOND FUND CL R6   2019-04-24 2023-07-10
1965.732 PGIM TOTAL RETURN BOND FUND CL R6   2019-03-22 2023-07-10
2071.982 PGIM TOTAL RETURN BOND FUND CL R6   2019-02-14 2023-07-10
275.45 TCW EMERGING MARKETS INCOME CL I   2018-01-25 2023-07-10
2245.778 TCW EMERGING MARKETS INCOME CL I   2017-05-18 2023-07-10
237.064 TCW EMERGING MARKETS INCOME CL I   2019-10-18 2023-07-10
1952.476 TCW EMERGING MARKETS INCOME CL I   2019-04-24 2023-07-10
850. VANGUARD BD INDEX FD INC ETF   2023-06-21 2023-07-10
77.14 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2023-07-10 2023-09-01
625.983 DODGE & COX INCOME FD COM   2023-07-10 2023-09-01
747.873 DOUBLELINE TOTAL RETURN BOND I   2023-07-10 2023-09-01
1272. INVESCO S&P 500 GARP ETF   2023-07-10 2023-09-01
1242. ISHARES BARCLAYS 3-7 YEAR TREASURY BD FD   2023-07-10 2023-09-01
455.776 ABBEY CAP MULTI ASSET FD I   2023-07-10 2023-09-01
138. VANGUARD EXTENDED MARKET ETF   2023-07-10 2023-09-01
869. ISHARES CORE MSCI EAFE   2023-07-10 2023-11-09
348.181 ARTISAN HIGH INCOME FUND   2023-09-01 2023-11-27
147.355 BAILLIE GIFFORD EMRG MKTS K   2023-09-01 2023-11-27
229.515 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2023-07-10 2023-11-27
162.9 CALVERT EMERGING MARKETS EQUITY R6   2023-07-10 2023-11-27
138.722 DEUTSCHE REAL ASSETS INST   2023-07-10 2023-11-27
312.356 DODGE & COX INCOME FD COM   2023-07-10 2023-11-27
367.068 DOUBLELINE TOTAL RETURN BOND I   2023-07-10 2023-11-27
83.544 FIDELITY INTERNATIONAL INDEX FUND   2023-11-09 2023-11-27
259.929 FIDELITY 500 INDEX FD INST PREMIUM   2023-09-01 2023-11-27
225.834 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2023-09-01 2023-11-27
125.243 GOLDMAN SACHS ABS RETURN TRACKER   2023-09-01 2023-11-27
77.765 GRANDEUR PEAK INTL STALWARTS   2020-01-24 2023-11-27
65. ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BD FD   2023-09-01 2023-11-27
63. ESG AWARE MSCI EAFE ETF   2020-04-17 2023-11-27
236.248 JPMORGAN TR I EQTY INCOME R6 SH   2023-07-10 2023-11-27
83.848 ABBEY CAP MULTI ASSET FD I   2023-07-10 2023-11-27
34. VANGUARD EXTENDED MARKET ETF   2023-07-10 2023-11-27
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(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 24,387   22,377 2,010
b 7,162   6,426 736
c 3,801   3,294 507
d 4,650   3,250 1,400
e 20,000   19,475 525
39,929   30,209 9,720
1,081   1,263 -182
7,682   8,944 -1,262
19,661   22,551 -2,890
19,611   22,471 -2,860
17,013   19,336 -2,323
9,681   10,906 -1,225
14,167   15,286 -1,119
3,084   3,319 -235
1,578   1,498 80
12,414   10,601 1,813
6,766   5,344 1,422
44,719   34,671 10,048
1,269   980 289
609   427 182
19,615   22,993 -3,378
38,653   34,611 4,042
1,998   1,422 576
2,876   1,952 924
15,023   10,152 4,871
2,763   1,856 907
20,997   13,602 7,395
7,144   4,614 2,530
1,618   966 652
10,851   5,763 5,088
3,576   1,802 1,774
2,788   1,345 1,443
22,600   22,407 193
60,491   53,618 6,873
16,155   14,116 2,039
5,467   3,453 2,014
10,807   6,778 4,029
102,977   45,110 57,867
22,309   9,220 13,089
6,742   8,097 -1,355
13,205   15,415 -2,210
1,074   1,238 -164
8,679   9,805 -1,126
3,246   3,661 -415
150,916   100,820 50,096
10,591   6,858 3,733
12,797   8,281 4,516
8,384   5,367 3,017
34,861   21,522 13,339
17,651   10,837 6,814
883   533 350
99,287   58,285 41,002
36,185   20,565 15,620
441   238 203
120,910   65,038 55,872
36,626   18,760 17,866
51,616   50,314 1,302
4,716   3,478 1,238
2,620   1,778 842
17,031   11,377 5,654
18,603   12,072 6,531
1,572   995 577
32,227   14,875 17,352
50,354   49,843 511
2,781   2,246 535
9,832   7,907 1,925
3,277   2,588 689
2,781   2,157 624
3,873   2,960 913
1,788   1,241 547
17,182   11,798 5,384
32,278   15,917 16,361
6,139   4,732 1,407
894   786 108
84,324   72,069 12,255
6,212   4,291 1,921
1,535   1,055 480
7,976   5,443 2,533
2,465   1,665 800
10,344   6,841 3,503
26,023   15,714 10,309
102,801   45,313 57,488
15,827   6,937 8,890
18,020   17,054 966
8,989   11,709 -2,720
21,380   26,225 -4,845
35,255   43,035 -7,780
23,019   28,079 -5,060
24,263   29,161 -4,898
1,666   2,367 -701
13,587   18,872 -5,285
1,434   1,968 -534
11,812   15,978 -4,166
63,936   64,335 -399
3,449   3,308 141
7,675   7,662 13
6,454   6,521 -67
121,488   115,219 6,269
141,885   142,122 -237
5,301   5,292 9
21,057   20,582 475
55,685   57,675 -1,990
3,040   3,043 -3
2,751   2,816 -65
10,482   9,842 640
2,582   2,647 -65
1,520   1,520  
3,805   3,823 -18
3,127   3,201 -74
3,856   3,671 185
41,147   40,843 304
2,715   2,755 -40
1,181   1,177 4
1,278   1,268 10
6,647   6,651 -4
4,559   3,467 1,092
5,200   5,226 -26
958   973 -15
4,995   5,071 -76
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
      1,268
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       2,010
b       736
c       507
d       1,400
e       525
      9,720
      -182
      -1,262
      -2,890
      -2,860
      -2,323
      -1,225
      -1,119
      -235
      80
      1,813
      1,422
      10,048
      289
      182
      -3,378
      4,042
      576
      924
      4,871
      907
      7,395
      2,530
      652
      5,088
      1,774
      1,443
      193
      6,873
      2,039
      2,014
      4,029
      57,867
      13,089
      -1,355
      -2,210
      -164
      -1,126
      -415
      50,096
      3,733
      4,516
      3,017
      13,339
      6,814
      350
      41,002
      15,620
      203
      55,872
      17,866
      1,302
      1,238
      842
      5,654
      6,531
      577
      17,352
      511
      535
      1,925
      689
      624
      913
      547
      5,384
      16,361
      1,407
      108
      12,255
      1,921
      480
      2,533
      800
      3,503
      10,309
      57,488
      8,890
      966
      -2,720
      -4,845
      -7,780
      -5,060
      -4,898
      -701
      -5,285
      -534
      -4,166
      -399
      141
      13
      -67
      6,269
      -237
      9
      475
      -1,990
      -3
      -65
      640
      -65
       
      -18
      -74
      185
      304
      -40
      4
      10
      -4
      1,092
      -26
      -15
      -76
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 469,709
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 6,845
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 6,845
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 6,845
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 356
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,856
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,011
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,011 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 arrowFIFTH THIRD BANKNA AGT Telephone no.right arrow (513) 534-7213

Located atright arrow38 FOUNTAIN SQUARE PLAZA MD1090WACINCINNATIOH ZIP+4right arrow45202
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
KENNETH R WURTENBERGER TREASURER & TRUSTEE
1 		7,200    
2121 CASTLE BAR CT
CRESENT SPRINGS,KY41017
FRED ROBBINS SECRETARY
1 		0    
7 WEST 7TH STREET SUITE 1400
CINCINNATI,OH45202
HOLLIE J HANNAN ADVISOR
1 		7,200    
7 WEST 7TH STREET SUITE 1400
CINCINNATI,OH45202
LAUREN HANNAN SHAFER ADVISOR
1 		7,200    
7 WEST 7TH STREET SUITE 1400
CINCINNATI,OH45202
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
1,820,213
b
Average of monthly cash balances.......................
1b
65,994
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,886,207
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
1,886,207
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,293
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,857,914
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
92,896
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
92,896
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,845
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,845
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
86,051
4
Recoveries of amounts treated as qualifying distributions................
4
1,000
5
Add lines 3 and 4............................
5
87,051
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
87,051
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
164,090
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
164,090
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 87,051
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 52,766
b From 2019...... 42,649
c From 2020...... 18,853
d From 2021...... 62,421
e From 2022...... 103,969
f Total of lines 3a through e ........ 280,658
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 164,090
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..... 87,051
e Remaining amount distributed out of corpus 77,039
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 5 357,697
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		52,766
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		304,931
10 Analysis of line 9:
a Excess from 2019.... 42,649
b Excess from 2020.... 18,853
c Excess from 2021.... 62,421
d Excess from 2022.... 103,969
e Excess from 2023.... 77,039
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).)
NA
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.
NA
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:
JELENA AYLOR 53 BANK N A AGT
38 FOUNTAIN SQ PLAZA MD1090WA
CINCINNATI,OH45202
(513) 534-7213
bThe form in which applications should be submitted and information and materials they should include:
AVAILABLE ON REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

BOSTON UNIVERSITY TRUSTEES OF BOSTON
UNIVERSITY
635 COMMOMWEALTH AVE ROOM 221
BOSTON,MA02215 		NONE PC MEMORIAL DONATION 2,000

HARVARD COLLEGE

124 MOUNT AUBURN ST ROOM 430N
CAMBRIDGE,MA021385795 		NONE PC MEMORIAL DONATION 500

TRUSTEES OF TUFTS COLLEGE

ADVANCEMENT
MEDFORD,MA02155 		NONE PC MEMORIAL DONATION 3,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460 		NONE PC CAPITAL FUNDS 500

AMERICAN CANCER SOCIETY INC

112 SIPE AVE
HUMMELSTOWN,PA17036 		NONE PC PROJECT/PROGRAM SUPPORT 300

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST FL 11
NEW YORK,NY100383541 		NONE PC PROJECT/PROGRAM SUPPORT 3,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY100061705 		NONE PC PROJECT/PROGRAM SUPPORT 500

THE SALVATION ARMY

114 E CENTRAL PKWY
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 600

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE PC PROJECT/PROGRAM SUPPORT 300

LLS DONOR SERVICES

PO BOX 22324
NEW YORK,NY10087 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

WOUNDED WARRIOR PROJECT INC

4899 BELFORT RD STE 300
JACKSONVILLE,FL32256 		NONE PC PROJECT/PROGRAM SUPPORT 500

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

UNIVERSITY OF PENNSYLVANIA
PHILADELPHIA,PA19104 		NONE PC MEMORIAL DONATION 2,000

FREESTORE FOODBANK

3401 ROSENTHAL WAY
CINCINNATI,OH45204 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

OCEAN CONSERVANCY INC

1300 19TH ST NW STE 800
WASHINGTON,DC200361653 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

CINCINNATI ART MUSEUM

953 EDEN PARK DR
CINCINNATI,OH452021557 		NONE PC PROJECT/PROGRAM SUPPORT 500

HEARING SPEECH & DEAF CENTER OF
GREATER CINCINNATI
2825 BURNET AVE
CINCINNATI,OH45219 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

CINCINNATI UNION BETHEL

2401 READING RD
CINCINNATI,OH452021357 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

TWIN TOWERS

5343 HAMILTON AVE
CINCINNATI,OH45224 		NONE PC CONTRIBUTION 2,500

CINCINNATI COUNTRY DAY SCHOOL

6905 GIVEN RD
CINCINNATI,OH452432898 		NONE PC CONTRIBUTION/MEMORIAL 6,000

SOCIETY OF ST VINCENT DE PAUL

1125 BANK ST
CINCINNATI,OH45214 		NONE PC PROJECT/PROGRAM SUPPORT 500

ARCHDIOCESE OF CINCINNATI

100 E EIGHTH ST
CINCINNATI,OH45202 		NONE PC ANNUAL FUND 1,000

CITY GOSPEL MISSION

1805 DALTON AVE
CINCINNATI,OH452142055 		NONE PC GENERAL OPERATING SUPPORT 500

URSULINE ACADEMY OF CINCINNATI

5535 PFEIFFER RD
CINCINNATI,OH45242 		NONE PC MEMORIAL DONATION 500

ROTARY FOUNDATION OF CINCINNATI

PO BOX 971
CINCINNATI,OH45201 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

GREATER CINCINNATI EDUCATIONAL
TELEVISION
1223 CENTRAL PKWY
CINCINNATI,OH45214 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

STEPPING STONES INC

2300 DREX
CINCINNATI,OH45212 		NONE PC PROJECT/PROGRAM SUPPORT 500

MUSICA SACRA FOUNDATION

PO BOX 43122
CINCINNATI,OH452430122 		NONE PC PROJECT/PROGRAM SUPPORT 500

CHILDREN'S HOSPITAL MEDICAL CENTER

3333 BURNET AVE MLC 9002
CINCINNATI,OH452293026 		NONE PC PROJECT/PROGRAM SUPPORT 400

INDIAN HILL HISTORICAL SOCIETY

8100 GIVEN RD
CINCINNATI,OH452431540 		NONE PC PROJECT/PROGRAM SUPPORT 500

UNIVERSITY OF CINCINNATI FOUNDATION

PO BOX 19970
CINCINNATI,OH452190970 		NONE PC MEMORIAL DONATION 2,500

HOSPICE OF CINCINNATI INC

4360 COOPER RD STE 300
CINCINNATI,OH45242 		NONE PC GENERAL OPERATING SUPPORT 1,000

GREATER CINCINNATI TENNIS ASSOCIATION

5591 HOMECREST LN
MASON,OH45040 		NONE PC PROJECT/PROGRAM SUPPORT 500

HABITAT FOR HUMANITY INTERNATIONAL

4910 PARA DR
CINCINNATI,OH45237 		NONE PC GENERAL OPERATING SUPPORT 1,000

CINCINNATI MUSEUM CENTER

1301 WESTERN AVE STE 2253
CINCINNATI,OH45203 		NONE PC PROJECT/PROGRAM SUPPORT 500

CINCINNATI PUBLIC RADIO INC

1223 CENTRAL PKWY
CINCINNATI,OH45214 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

OHIO VALLEY VOICES INC

6642 BRANCH HILL GUINEA PIKE
LOVELAND,OH451409141 		NONE PC CONTRIBUTION 10,000

ARTWORKS

2460 GILBERT AVE
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT & 15,000

DENISON UNIVERSITY

PO BOX 810
GRANVILLE,OH430230716 		NONE PC MEMORIAL DONATION 2,000

MARIEMONT PLAYERS

4101 WALTON CREEK RD
CINCINNATI,OH452273917 		NONE PC PROJECT/PROGRAM SUPPORT 500

FAST CTA

3280 HARDISTY AVE
CINCINNATI,OH452083007 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

LA SOUPE INC

4150 ROUND BOTTOM RD
CINCINNATI,OH45244 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD212791490 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

INTER UNION FOR CONSERVATION OF NATURE &
NATURAL RESOURCES
1630 CONNECTICUT AVE NW
WASHINGTON,DC200091053 		NONE PC ANNUAL FUND 500

WORLD WILDLIFE FUND

1250 24TH ST NW
WASHINGTON,DC200371193 		NONE PC PROJECT/PROGRAM SUPPORT 500

DEFENDERS OF WILDLIFE

1130 17TH ST NW
WASHINGTON,DC200364604 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

NATIONAL GEOGRAPHIC SOCIETY

1145 17TH ST NW
WASHINGTON,DC200364688 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

ARTHRITIS FOUNDATION INC

1355 PEACHTREE ST NE STE 600
ATLANTA,GA303093234 		NONE PC ANNUAL FUND 2,000

ALLIANCE FOR CATHOLIC URBAN EDUCATION

1125 MADISON AVE
COVINGTON,KY41011 		NONE PC PROJECT/PROGRAM SUPPORT 7,500

ST JUDE CHILDREN'S HOSPITAL

262 ST JUDE PL
MEMPHIS,TN38105 		NONE PC PROJECT/PROGRAM SUPPORT 500

PRESIDENT AND TRUSTEES OF SPRING HILL
COLLEGE IN THE COUNTIES OF MOBILE
DEVELOPMENT COLLEGE RELATIONS
MOBILE,AL366081791 		NONE PC MEMORIAL DONATION 500

CALIFORNIA FIRE FOUNDATION

1780 CREEKSIDE OAKS
SACRAMENTO,CA958333633 		NONE PC PROJECT/PROGRAM SUPPORT 500

SUSAN G KOMEN BREAST
CANCER FOUNDATION
PO BOX 801889
DALLAS,TX75380 		NONE PC PROJECT/PROGRAM SUPPORT 500

OPUS ARCHIVES & RESEARCH CENTER

801 LADERA LN
SANTA BARBARA,CA93108 		NONE PC MEMORIAL DONATION 1,000

CISE (CATHOLIC INNER CITY SCHOOLS
EDUCATION FUND)
100 E EIGTH ST
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 1,600

KQED

2601 MARIPOSA ST
SAN FRANCISCO,CA941101426 		NONE PC PROGRAM/PROJECT SUPPORT 500

COMMUNITY INSTITUTE FOR PSYCHOTHERAPY

1330 LINCOLN AVE
SAN RAFAEL,CA949012141 		NONE PC MEMORIAL DONATION 30,000

GOLDEN GATE NATIONAL PARKS CONSERVANCY

201 FORT MASON 3RD FL
SAN FRANCISCO,CA941231307 		NONE PC PROJECT/PROGRAM SUPPORT 2,000

NATIONAL CENTER FOR LESBIAN RIGHTS

870 MARKET ST STE 370
SAN FRANCISCO,CA941023009 		NONE PC PROJECT/PROGRAM SUPPORT 2,000

SIERRA CLUB FOUNDATION

2101 WEBSTER ST 12TH FL
OAKLAND,CA94612 		NONE PC PROJECT/PROGRAM SUPPORT 500

CG JUNG INSTITUTE OF SAN FRANCISCO

2040 GOUGH ST
SAN FRANCISCO,CA941093418 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

CALIFORNIA COMMUNITY FOUNDATION

221 S FIGUEROA ST STE 400
LOS ANGELES,CA900122524 		NONE PC PROJECT/PROGRAM SUPPORT 500
Total .................................right arrow 3a 141,200
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 43,900  
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 ............ 		    18 469,709  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,260  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   514,869  
13Total. Add line 12, columns (b), (d), and (e)..................
13
514,869
(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:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,830 915   915

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Statement:
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Name of Bond End of Year Book Value End of Year Fair Market Value
BAIRD AGGREGATE BOND FUND    
MASSMUTUAL SHORT-DURATION BOND    
HOTCHKIS & WILEY HIGH YIELD    
PGIM TOTAL RETURN BOND    
TCW EMERGING MARKETS INCOME    
ARTISAN HIGH INCOME FUND 55,015 57,289
DODGE & COX INCOME FD 95,074 98,026
DOUBLELINE TOTAL RETURN BOND 96,837 98,170
ISHARES BARCLAYS INTERMEDIATE 125,457 128,436
GOLDMAN SACHS ABS RETURN TRACK 18,201 18,399
ABBEY CAP MULTI ASSET FD 18,695 18,035
DEUTSCHE REAL ASSETS INST 36,879 37,889

TY 2023 InvestmentsCorpStockSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESCO OPPENHEIMER    
AMERICAN FUNDS EUROPACIFIC    
HARBOR CAPITAL APPRECIATION    
ISHARES CORE S&P 500    
ISHARES CORE S&P MID-CAP    
ISHARES CORE S&P SMALL-    
ESG AWARE MSCI 61,683 84,680
MFS VALUE FUND    
COHEN & STEERS REALTY SHARES    
NORTHERN MULTI-MANAGER    
BAILLIE GIFFORD EMRG MKTS 56,706 56,108
BROWN ADVISORY SUSTAINABLE GRO 121,250 136,010
CALVERT EMERGING MARKETS EQUIT 48,846 48,861
FIDELITY INTERNATIONAL INDEX F 52,536 56,613
FIDELITY 500 INDEX FD INST 571,501 616,543
SEAFARER OVERSEAS GR AND INCOM 56,491 59,277
GRANDEUR PEAK INTL 22,069 26,437
JPMORGAN TR I EQTY INCOME 129,173 134,195
VANGUARD EXTENDED MARKET ETF 169,282 186,617

TY 2023 LegalFeesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGFAL FEES 350 175   175


TY 2023 OtherDecreasesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Description Amount
RETURN OF CAPITAL ADJUSTMENTS 282
2023 TRANSACTIONS POSTED IN 2024 817
ROUNDING 4


TY 2023 OtherExpensesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 200 0   200


TY 2023 OtherIncomeSchedule2
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,260 0  


TY 2023 OtherIncreasesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Description Amount
2022 TRANSACTIONS POSTED IN 2023 773
RECOVERY OF PRIOR YEAR GRANTS 1,000


TY 2023 OtherProfessionalFeesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 18,668 18,668    


TY 2023 TaxesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR 989 989   0
FOREIGN TAXES ON NONQUALIFIED 133 133   0