TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024

Name of foundation
TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

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

31-6630556

B Telephone number (see instructions)

(614) 331-9046

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$3,973,612J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	123,825		123,612
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		246,496
b	Gross sales price for all assets on line 6a 860,831
7	Capital gain net income (from Part IV, line 2)...			246,496
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........	370,321		370,108
13	Compensation of officers, directors, trustees, etc.	33,463		16,732		16,732
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,250	0	0	1,250
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	12,343	95		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	200			200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	47,256		16,827	0	18,182
25	Contributions, gifts, grants paid.......	196,997				196,997
26	Total expenses and disbursements. Add lines 24 and 25	244,253		16,827	0	215,179
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	126,068
b	Net investment income (if negative, enter -0-)			353,281
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	17,794	30,446	30,446
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,139,194	List of Attached Documents: // Content 1,198,654	2,405,043
	c	Investments—corporate bonds (attach schedule).......	1,500,861	List of Attached Documents: // Content 1,554,621	1,538,123
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,657,849	2,783,721	3,973,612
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,657,849	2,783,721
	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).....	2,657,849	2,783,721
	30	Total liabilities and net assets/fund balances (see instructions).	2,657,849	2,783,721

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,657,849

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

126,068

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

List of Attached Documents:

// Content

8,204

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

2,792,121

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

8,400

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

2,783,721

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	333. TECH SELECT SECTOR		2009-11-13	2023-07-03
b	45000. US TREASURY N/B 4.375% 10/31/2024		2023-01-05	2023-07-07
c	780.91 AIM INVT FDS INVESCO INVT FDS		2014-11-06	2023-08-07
d	600. BRISTOL-MYERS SQUIBB CO		2010-03-02	2023-08-07
e	1035. CISCO SYSTEMS, INC.			2023-08-07
	1500. COMCAST CORP NEW		2009-11-13	2023-08-07
	459. MERCK & CO INC NEW			2023-08-07
	50000. US TREASURY N/B 2.75% 02/28/2025		2022-11-15	2023-08-16
	450. RTX CORP			2023-09-13
	146. TARGET CORP		2020-11-10	2023-11-14
	25000. US TREASURY N/B 2.75% 02/28/2025		2022-11-15	2024-01-30
	50000. XILINX INC		2022-04-27	2024-02-08
	50000. US TREASURY N/B 1.5% 02/15/2030		2022-10-31	2024-03-08
	50000. ROYAL BANK OF CANADA SERIES GMTN 4.95% 0		2023-05-02	2024-04-03
	25000. US TREASURY N/B 4.5% 11/15/2025		2023-01-05	2024-05-30
	100000. XILINX INC		2022-04-27	2024-06-01
	100. UNITED PARCEL SVC INC		2021-06-23	2024-06-03
	988. NEXTERA ENERGY, INC		2009-11-13	2024-06-21
	50000. US TREASURY N/B 1.25% 06/30/2028		2022-10-31	2024-06-26
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	57,469	7,309	50,160
b	44,483	44,885	-402
c	30,877	29,909	968
d	36,198	14,856	21,342
e	54,637	28,871	25,766
	68,235	11,468	56,767
	48,351	17,020	31,331
	48,229	48,545	-316
	34,428	17,691	16,737
	16,126	23,055	-6,929
	24,476	24,599	-123
	49,570	49,992	-422
	43,342	43,261	81
	49,834	50,177	-343
	24,797	25,091	-294
	100,000	99,984	16
	13,796	20,458	-6,662
	71,720	12,646	59,074
	44,236	44,518	-282
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27
			27

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			50,160
b			-402
c			968
d			21,342
e			25,766
			56,767
			31,331
			-316
			16,737
			-6,929
			-123
			-422
			81
			-343
			-294
			16
			-6,662
			59,074
			-282

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	246,496
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	4,911
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	4,911
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	4,911
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	7,314
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	7,314
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,403
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax2,403	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation . Click to see attachment

List of Attached Documents:

// Content

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

The books are in care of right arrow

HUNTINGTON NATIONAL BANK Telephone no. right arrow

(614) 331-9046

Located at right arrow

PO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4 right arrow

43216

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HUNTINGTON NATIONAL BANK	TRUSTEE 1	33,463
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 1	33,463

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

3,834,371

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

86,550

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

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

3,920,921

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

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

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

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

3,920,921

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

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

58,814

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

3,862,107

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

193,105

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

193,105

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

4,911

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

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

4,911

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

188,194

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

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

188,194

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

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

188,194

Part XI

Qualifying Distributions (see instructions)

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

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

215,179

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

215,179

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					188,194
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......	0
b From 2019......	7,516
c From 2020......	43,801
d From 2021......	25,926
e From 2022......	28,226
f Total of lines 3a through e ........		105,469
4Qualifying distributions for 2023 from Part
XI, line 4: $ 215,179
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.....					188,194
e Remaining amount distributed out of corpus		26,985
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		132,454
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) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		132,454
10 Analysis of line 9:
a Excess from 2019....	7,516
b Excess from 2020....	43,801
c Excess from 2021....	25,926
d Excess from 2022....	28,226
e Excess from 2023....	26,985

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

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.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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

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

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

cAny submission deadlines:

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

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNION HOSPITAL ASSOCIATION 659 BOULEVARD ST DOVER,OH44622	NONE	PC	GENERAL SUPPORT	196,997
Total ................................. 3a				196,997

bApproved for future payment

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

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	123,825
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	246,496
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) ..				370,321

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

370,321

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

EIN:

31-6630556

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,250			1,250

- TIN:

TY 2023 ExplnOfNonFilingWithAGStmt

Name:

TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

EIN:

31-6630556

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.

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

EIN:

31-6630556

Name of Bond	End of Year Book Value	End of Year Fair Market Value
3137EAEN5 FHLMC 2.75% 06/19/20
912828F96 US TREASURY N/B 2% 1
912828D72 US TREASURY N/B 2% 0
912828L57 US TREASURY N/B 1.75
912828J43 UNITED STATES TREASU
9128284L1 US TREASURY N/B 2.75
9128286R6 US T-NOTES 2.25% 04/
983919AJ0 XILINX INC
9128285U0 US TREASURY N/B 2.62
06406RBC0 THE BNYM CORPORATION	150,251	147,544
9128284X5 US TREASURY N/B 2.75
001055BJ0 AFLAC INC	47,954	46,342
032654AN5 ANALOG DEVICES INC	100,060	96,451
17136MAC6 CHURCH & DWIGHT CO I	49,737	51,523
17252MAN0 CINTAS CORP NO 2	100,228	96,263
244199BD6 DEERE & CO	50,694	51,223
67103HAL1 O REILLY AUTOMOTIVE	47,531	48,126
78016FZY3 ROYAL BANK OF CANADA
808513AZ8 SCHWAB CHARLES CORP	47,065	48,040
912810FP8 US TREASURY BOND 5.3	53,984	53,070
9128283Z1 US TREASURY N/B 2.75
9128284N7 US TREASURY N/B 2.87	189,809	188,938
912828Z94 US TREASURY N/B 1.5%
91282CCH2 US TREASURY N/B 1.25	43,914	44,234
91282CEP2 US TREASURY N/B 2.87	92,972	90,094
91282CEV9 US TREASURY N/B 3.25	49,210	47,500
91282CFQ9 US TREASURY N/B 4.37
91282CFW6 US TREASURY N/B 4.5%	75,282	74,531
03076CAM8 AMERIPRISE FINANCIAL	49,237	50,098
06051GKQ1 BANK OF AMERICA CORP	47,792	47,141
49177JAK8 KENVUE INC 4.9% SNR	49,520	49,320
91282CET4 US TREASURY N/B 2.62	143,160	142,266
91282CGM7 US TREASURY N/B 3.5%	23,109	23,430
91282CHF1 US TREASURY N/B 3.75	19,498	19,372
91282CHR5 US TREASURY N/B 4% 0	123,614	122,617

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

EIN:

31-6630556

Name of Stock	End of Year Book Value	End of Year Fair Market Value
00287Y109 ABBVIE INC	43,185	71,867
110122108 BRISTOL MYERS SQUIBB
260557103 DOW INC	4,028	5,305
291011104 EMERSON ELEC CO	13,218	33,048
375558103 GILEAD SCIENCES INC
46625H100 JPMORGAN CHASE & CO	17,735	92,635
58933Y105 MERCK & CO INC NEW	10,142	42,216
20030N101 COMCAST CORP NEW
654106103 NIKE INC	4,633	7,537
902973304 US BANCORP DEL NEW
91913Y100 VALERO ENERGY CORP
00206R102 AT&T INC	9,073	8,600
058498106 BALL CORP	6,787	30,010
478160104 JOHNSON & JOHNSON	24,580	58,464
594918104 MICROSOFT CORP	7,806	125,146
742718109 PROCTER & GAMBLE CO	19,556	49,971
053015103 AUTOMATIC DATA PROCE	9,009	53,705
194162103 COLGATE PALMOLIVE CO	14,898	48,520
30303M102 FACEBOOK INC CL-A
717081103 PFIZER INC	20,164	27,980
816851109 SEMPRA	16,902	49,439
65339F101 NEXTERA ENERGY INC
037833100 APPLE INC	3,460	24,643
17275R102 CISCO SYS INC
68389X105 ORACLE CORP
693475105 PNC FINL SVCS GROUP	31,923	34,517
88579Y101 3M CO
084670702 BERKSHIRE HATHAWAY C
171340102 CHURCH & DWIGHT INC
244199105 DEERE & CO	7,013	69,869
437076102 HOME DEPOT INC
674599105 OCCIDENTAL PETROLEUM
713448108 PEPSICO INC	24,051	49,479
744320102 PRUDENTIAL FINL INC	14,724	23,438
30231G102 EXXON MOBIL CORP	46,117	93,708
31428X106 FEDEX CORP
92343V104 VERIZON COMMUNICATIO	6,849	6,186
H1467J104 CHUBB LTD	16,661	38,262
166764100 CHEVRON CORP NEW	11,533	22,212
670346105 NUCOR CORP
911312106 UNITED PARCEL SVC IN
31428Q739 FEDERATED TOTAL RETU
81369Y803 SELECT SECTOR SPDR T	14,640	150,895
580135101 MCDONALDS CORP	34,355	40,520
957663503 WESTERN ASSET CORE P
871829107 SYSCO CORP	17,284	16,991
87612E106 TARGET CORP
14448C104 CARRIER GLOBAL CORP
464287176 ISHARES TR
75513E101 RAYTHEON TECHNOLOGIE
543916688 LORD ABBETT SHORT DU
922031737 VANGUARD FIXED INCOM
31429A105 FEDERATED TOTAL RETU
46138E511 INVESCO PREFERRED ET
278865100 ECOLAB INC	27,421	29,750
68902V107 OTIS WORLDWIDE CORP
922908686 VANGUARD INDEX FDS	56,127	115,340
464287465 ISHARES TR	82,099	125,328
464287804 ISHARES TR	17,775	60,796
78467Y107 SPDR S&P MIDCAP 400	34,234	123,068
78464A698 SPDR SP REGIONAL BAN
277432100 EASTMAN CHEM CO	24,951	26,942
918204108 V F CORPORATION
00143W859 AIM INVT FDS INVESCO
40168W483 GUGGENHEIM LIMITED D
78464A763 SPDR SER TR	58,798	101,744
78463V107 SPDR GOLD TRUST
001055102 AFLAC INC	22,606	48,674
11135F101 BROADCOM INC	27,818	85,093
22822V101 CROWN CASTLE INC	25,554	14,264
74340W103 PROLOGIS INC	36,586	31,784
756109104 REALTY INCOME CORP	36,472	28,840
G54950103 LINDE PLC	36,720	56,168
G5960L103 MEDTRONIC PLC	18,423	16,214
007903107 ADVANCED MICRO DEVIC	13,157	12,977
09247X101 BLACKROCK INC	35,492	36,217
22160K105 COSTCO WHOLESALE COR	17,670	25,500
512807108 LAM RESH CORP	74,157	74,540
701094104 PARKER-HANNIFIN CORP	33,507	33,383
931142103 WAL MART STORES INC	35,051	36,225
G29183103 EATON CORP PLC	33,710	47,033

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

EIN:

31-6630556

Description	Amount
MUTUAL FUND TIMING ADJ	3,551
CY PURCHASE OF ACCRUED INTEREST	4,510
ROC ON CY SALES	339

- TIN:

TY 2023 OtherExpensesSchedule

Name:

TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

EIN:

31-6630556

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT	200	0		200

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

EIN:

31-6630556

Description	Amount
PY PURCHASE OF ACCRUED INTEREST	8,204

- TIN:

TY 2023 TaxesSchedule

Name:

TOOMEY DAVID E-CHAR TRUST FBO UNION HOSP

EIN:

31-6630556

Category	Amount	Net Investment Income
FOREIGN TAXES	95	95
FEDERAL TAX PAYMENT - PRIOR YE	5,282	0
FEDERAL ESTIMATES - PRINCIPAL	6,966	0