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
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O FARMERS TRUST CO 42 MCCLURG R
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YOUNGSTOWN, OH44512
A Employer identification number

23-7878526
B Telephone number (see instructions)

(330) 743-7000
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$427,232J 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) 401,874
2 Check right arrow.............
3 Interest on savings and temporary cash investments 155 155  
4 Dividends and interest from securities... 5,337 5,337  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -8,395
b Gross sales price for all assets on line 6a 158,485
7 Capital gain net income (from Part IV, line 2)... 0
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........ 398,971 5,492  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,387 971   416
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
410 103 0 308
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
87 87   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,884 1,161 0 724
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,884 1,161 0 724
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 397,087
b Net investment income (if negative, enter -0-) 4,331
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 389 19,318 19,318
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)   Click to see attachment
List of Attached Documents:
// Content
24,609 		24,062
b Investments—corporate stock (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
46,414 		61,560
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
26,203 		24,459
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).......... 6,333 Click to see attachment
List of Attached Documents:
// Content
287,063 		297,833
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) 6,722 403,607 427,232
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........ 6,722 403,607
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)..... 6,722 403,607
30 Total liabilities and net assets/fund balances (see instructions). 6,722 403,607
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
6,722
2
Enter amount from Part I, line 27a .....................
2
397,087
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3
4
Add lines 1, 2, and 3 ..........................
4
403,812
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
205
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
403,607
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 1.482 INVESCO MAIN STREET SMALL CAP   2023-05-02 2023-07-13
b 3. ALPHABET INC CAP STK CL A   2023-09-14 2023-12-07
c .051 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2021-06-16 2023-01-17
d .071 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2021-06-16 2023-01-17
e .066 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2022-12-22 2023-02-15
.448 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2022-06-01 2023-02-15
.105 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2021-07-15 2023-02-15
.005 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2022-12-22 2023-02-15
.005 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2022-07-15 2023-02-15
.028 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2021-07-15 2023-02-15
4.671 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD   2021-06-16 2023-02-15
3.865 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2022-06-01 2023-01-17
1.341 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2019-11-22 2023-05-01
.8 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2022-06-01 2023-05-01
.507 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2023-02-15 2023-05-01
1.069 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2019-11-22 2023-05-02
3.714 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2019-11-22 2023-07-13
41.592 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2019-12-02 2023-11-15
10.835 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2019-11-22 2023-11-15
4.828 DFA EMERGING MARKETS CORE EQUITY   2021-06-16 2023-01-17
.507 DFA EMERGING MARKETS CORE EQUITY   2021-06-16 2023-01-17
1.507 DFA EMERGING MARKETS CORE EQUITY   2021-06-16 2023-05-01
2.244 DFA EMERGING MARKETS CORE EQUITY   2021-06-16 2023-07-13
2.816 DFA COMMODITY STRATEGY INSTITUTIONAL   2023-02-15 2023-05-01
.622 DFA COMMODITY STRATEGY INSTITUTIONAL   2023-02-15 2023-05-01
5.205 DFA COMMODITY STRATEGY INSTITUTIONAL   2023-02-15 2023-07-13
4559.332 DFA INTERMEDIATE TERM EXTENDED QUALITY   2023-08-18 2023-11-15
13.833 DFA INTERMEDIATE TERM EXTENDED QUALITY   2023-08-18 2023-11-15
30.184 DFA INTERMEDIATE TERM EXTENDED QUALITY   2023-08-15 2023-11-15
2.648 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-06-16 2023-01-17
.651 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-06-16 2023-01-17
.181 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-12-16 2023-01-17
1.209 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-06-16 2023-05-01
.867 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-06-16 2023-05-01
3.233 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-06-16 2023-07-13
4.986 FEDERATED MDT STOCK TRUST   2022-08-15 2023-01-17
.865 FEDERATED MDT STOCK TRUST   2022-08-15 2023-01-17
2.171 FEDERATED MDT STOCK TRUST   2022-08-15 2023-05-01
2.241 FEDERATED MDT STOCK TRUST   2022-08-15 2023-05-01
7.031 FEDERATED MDT STOCK TRUST   2022-08-15 2023-07-13
.163 FEDERATED MDT STOCK TRUST   2022-08-15 2023-08-15
.35 FEDERATED MDT STOCK TRUST   2022-08-15 2023-08-18
4.389 FEDERATED STRATEGIC VALUE DIVIDEND   2022-08-15 2023-01-17
2.902 FEDERATED STRATEGIC VALUE DIVIDEND   2022-08-15 2023-01-17
3.827 FEDERATED STRATEGIC VALUE DIVIDEND   2022-08-15 2023-05-01
1.654 FEDERATED STRATEGIC VALUE DIVIDEND   2022-08-15 2023-05-01
8.453 FEDERATED STRATEGIC VALUE DIVIDEND   2022-08-15 2023-07-13
.997 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-06-16 2023-01-17
1.746 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-06-16 2023-02-15
4.212 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-06-16 2023-05-01
3.502 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-06-16 2023-05-02
5.708 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-06-16 2023-07-13
.221 GQG PARTNERS INTERNATIONAL OPPORTUNITIES   2022-11-21 2023-05-01
.4 GQG PARTNERS INTERNATIONAL OPPORTUNITIES   2023-02-15 2023-05-01
.627 GQG PARTNERS INTERNATIONAL OPPORTUNITIES   2023-01-17 2023-05-01
.587 GQG PARTNERS INTERNATIONAL OPPORTUNITIES   2022-11-21 2023-05-02
1.747 GQG PARTNERS INTERNATIONAL OPPORTUNITIES   2022-11-21 2023-07-13
1. J.P. MORGAN CHASE & CO   2023-08-17 2023-11-16
1. J.P. MORGAN CHASE & CO   2023-08-04 2023-11-16
.615 MFS SER TR IV MID CAP GWTH R6   2021-06-16 2023-05-01
.929 MFS SER TR IV MID CAP GWTH R6   2021-06-16 2023-07-13
.61 MFS SER TR IV MID CAP GRW I   2021-06-16 2023-01-17
.211 MFS SER TR IV MID CAP GRW I   2021-12-10 2023-01-17
.448 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-08-15 2023-01-17
.228 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-08-15 2023-01-17
.177 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-06-01 2023-01-17
.711 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-08-15 2023-05-01
1.053 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-08-15 2023-07-13
1.396 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-12-08 2023-11-01
41.661 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-12-08 2023-11-01
41.357 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2018-12-12 2023-11-01
23.566 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2018-12-12 2023-11-01
1438.094 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2016-10-28 2023-11-01
1.014 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2023-08-15 2023-11-01
.405 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2023-02-15 2023-11-01
.003 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-12-08 2023-11-01
.083 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-12-08 2023-11-01
4.82 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL   2022-08-15 2023-11-01
.226 PRINCIPAL FDS INC SPCTRUM PFD INST   2021-06-16 2023-01-17
.178 PRINCIPAL FDS INC SPCTRUM PFD INST   2021-06-16 2023-01-17
.305 PRINCIPAL FDS INC SPCTRUM PFD INST   2021-06-16 2023-05-01
.292 PRINCIPAL FDS INC SPCTRUM PFD INST   2021-06-16 2023-05-01
.944 PRINCIPAL FDS INC SPCTRUM PFD INST   2021-06-16 2023-07-13
.292 PRINCIPAL FDS INC SPCTRUM PFD INST   2023-05-02 2023-08-15
.178 PRINCIPAL FDS INC SPCTRUM PFD INST   2023-02-15 2023-08-15
1.123 PRINCIPAL FDS INC SPCTRUM PFD INST   2022-06-01 2023-08-15
3.123 PRINCIPAL FDS INC SPCTRUM PFD INST   2021-06-16 2023-08-15
2. SPDR SER TR S&P BIOTECH   2023-08-04 2023-11-09
11. SPDR SER TR S&P BIOTECH   2022-11-14 2023-11-09
1. SELECT SECTOR SPDR TR SBI HEALTHCARE   2023-08-04 2023-11-09
8. SELECT SECTOR SPDR TR SBI HEALTHCARE   2022-10-11 2023-11-09
4.208 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-06-16 2023-01-17
6.646 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-06-16 2023-02-15
8.143 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-06-16 2023-05-01
1.82 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-06-16 2023-05-02
11.861 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-06-16 2023-07-13
5.023 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-12-28 2023-08-15
3.293 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-06-16 2023-08-15
11.79 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2022-06-01 2023-08-18
.228 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-12-30 2023-08-18
.718 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-12-28 2023-08-18
4285.022 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2015-02-27 2023-11-15
950.57 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2018-03-02 2023-11-15
702.905 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2022-01-21 2023-11-15
3728.863 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2019-12-02 2023-11-15
.413 VANGUARD SCOTTSDALE FDS LONG TREAS ADMRL   2022-06-01 2023-01-17
.373 VANGUARD SCOTTSDALE FDS LONG TREAS ADMRL   2022-06-01 2023-01-17
.512 VANGUARD SCOTTSDALE FDS LONG TREAS ADMRL   2022-06-01 2023-05-01
.064 VANGUARD SCOTTSDALE FDS LONG TREAS ADMRL   2022-06-01 2023-05-02
.738 VANGUARD SCOTTSDALE FDS LONG TREAS ADMRL   2022-06-01 2023-07-13
.452 VANGUARD SCOTTSDALE FDS LONG TREAS ADMRL   2022-10-24 2023-08-15
.373 VANGUARD SCOTTSDALE FDS LONG TREAS ADMRL   2023-02-15 2023-08-15
2.896 VANGUARD SCOTTSDALE FDS LONG TREAS ADMRL   2022-06-01 2023-08-15
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30   27 3
b 413   415 -2
c     1 -1
d 1   1  
e 1   1  
4   4  
1   1  
       
       
       
46   48 -2
55   54 1
20   19 1
12   11 1
7   7  
16   15 1
57   51 6
605   575 30
158   150 8
104   130 -26
11   14 -3
32   41 -9
50   60 -10
13   13  
3   3  
24   25 -1
41,490   41,809 -319
126   127 -1
275   277 -2
27   34 -7
7   8 -1
2   2  
12   15 -3
9   11 -2
33   41 -8
137   152 -15
24   26 -2
57   66 -9
59   68 -9
192   214 -22
4   5 -1
9   11 -2
26   28 -2
17   18 -1
22   24 -2
9   10 -1
46   53 -7
23   45 -22
43   78 -35
104   189 -85
85   157 -72
159   256 -97
4   4  
7   7  
11   11  
10   10  
33   30 3
150   149 1
150   156 -6
16   19 -3
26   29 -3
15   19 -4
5   7 -2
4   4  
2   2  
1   1  
5   6 -1
8   8  
10   11 -1
295   317 -22
293   388 -95
167   221 -54
10,182   13,950 -3,768
7   7  
3   3  
       
1   1  
34   39 -5
2   2  
2   2  
3   3  
2   3 -1
8   10 -2
3   2 1
2   2  
10   10  
27   33 -6
135   163 -28
742   940 -198
126   132 -6
1,010   977 33
42   46 -4
66   73 -7
82   89 -7
18   20 -2
119   130 -11
50   54 -4
33   36 -3
117   120 -3
2   2  
7   8 -1
42,807   45,662 -2,855
9,496   10,129 -633
7,022   7,500 -478
37,251   39,973 -2,722
9   10 -1
8   9 -1
11   12 -1
1   2 -1
16   18 -2
9   9  
7   8 -1
57   69 -12
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
      3,230
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       3
b       -2
c       -1
d        
e        
       
       
       
       
       
      -2
      1
      1
      1
       
      1
      6
      30
      8
      -26
      -3
      -9
      -10
       
       
      -1
      -319
      -1
      -2
      -7
      -1
       
      -3
      -2
      -8
      -15
      -2
      -9
      -9
      -22
      -1
      -2
      -2
      -1
      -2
      -1
      -7
      -22
      -35
      -85
      -72
      -97
       
       
       
       
      3
      1
      -6
      -3
      -3
      -4
      -2
       
       
       
      -1
       
      -1
      -22
      -95
      -54
      -3,768
       
       
       
       
      -5
       
       
       
      -1
      -2
      1
       
       
      -6
      -28
      -198
      -6
      33
      -4
      -7
      -7
      -2
      -11
      -4
      -3
      -3
       
      -1
      -2,855
      -633
      -478
      -2,722
      -1
      -1
      -1
      -1
      -2
       
      -1
      -12
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -8,395
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 60
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 60
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 60
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
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 0
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 60
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowFARMERS TRUST COMPANY Telephone no.right arrow (330) 743-7000

Located atright arrow42 MCCLURG ROADYOUNGSTOWNOH ZIP+4right arrow44512
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
FARMERS TRUST CO TRUSTEE
2 		1,387    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
DOUGLAS V SWEENEY ADVISORY COMMITTEE
1 		0    
42 MCLURG ROAD
YOUNGSTOWN,OH44512
DAVID H SWEENEY ADVISORY COMMITTEE
1 		0    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
BETH ANNE SWEENEY ADVISORY COMMITTEE
1 		0    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
LINDA S TSOUMAS ADVISORY COMMITTEE
1 		0    
42 MCCLURG ROAD
YOUNGTOWN,OH44512
JAMES H SISEK ADVISORY COMMITTEE
1 		0    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
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
100,998
b
Average of monthly cash balances.......................
1b
5,291
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
106,289
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
106,289
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,594
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
104,695
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,235
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,235
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
60
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
60
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,175
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,175
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
5,175
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
724
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
724
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,175
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...... 78
b From 2019...... 135
c From 2020...... 179
d From 2021...... 46
e From 2022...... 250
f Total of lines 3a through e ........ 688
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 724
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..... 724
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 688 688
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		3,763
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FARMERS TRUST COMPANY
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
(330) 743-7000
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION AND A COPY OF THE ORGANIZATION'S 501 (C) (3) DETERMINATION LETTER AND BALANCE SHEET.
cAny submission deadlines:
NONE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501 (C) (3).
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
Total .................................right arrow 3a  
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 ........... 		    14 155  
4 Dividends and interest from securities ....     14 5,337  
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 -8,395  
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) ..   -2,903  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-2,903
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
 
Employer identification number

23-7878526
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG ROAD
 
YOUNGSTOWN, OH44512

$ 24,914


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG ROAD
 
YOUNGSTOWN, OH44512

$ 1,012


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG ROAD
 
YOUNGSTOWN, OH44512

$ 941


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ROBERT SWEENEY MARITAL TRUST
 
42 MCClLURG RD
 
YOUNGSTOWN, OH44512

$ 700


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,480


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,190


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,257


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,392


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 219


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,972


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 996


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 84


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 221


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,548


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,564


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 2,456


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,018


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,251


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,271


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 648


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 145


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 662


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 715


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,979


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,088


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 924


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,761


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 749


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 284


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 2,247


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
31
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 673


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,358


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 987


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 663


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 569


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 91


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
37
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 90


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 2,289


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 605


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,900


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
41
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,103


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
42
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,109


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
43
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 344


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
44
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 1,515


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
45
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 139


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
46
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 10,264


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
47
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 8,981


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
48
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 8,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
49
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 17,359


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
50
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
51
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 9,872


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
52
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 16,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
53
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 26,253


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
54
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 59,484


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number
23-7878526
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
55
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 14,886


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
56
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 127,543


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
57
ROBERT SWEENEY MARITAL TRUST
 
42 MCCLURG RD
 
YOUNGSTOWN, OH44512

$ 24,609


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 13 SHS APPLE INC $ 1,012 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 9 SHS AKAMAI TECHNOLOGIES INC. $ 941 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 5 SHS AMAZON COM INC COM $ 700 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 33 SHS CITIGROUP INC COM NEW $ 1,480 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 9 SHS CBOE GLOBAL MKTS INC COM $ 1,190 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 7 SHS CME GROUP INC COM $ 1,257 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 48 SHS CISCO SYS INC COM $ 1,392 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 3 SHS CVS HEALTH CORP COM $ 219 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 19 SHS DUKE ENERGY CORP NEW COM $ 1,972 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 9 SHS EOG RES INC COM $ 996 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 2 SHS EQT CORP COM $ 84 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 3 SHS GENERAL MILLS INC COM $ 221 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 27 SHS ALPHABET INC CAP STK CL A $ 1,548 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 8 SHS HONEYWELL INTL INC COM $ 1,564 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 18 SHS INTERNATIONAL BUSINESS MACHS COM $ 2,456 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 14 SHS JOHNSON & JOHNSON COM $ 1,018 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 10 SHS JPMORGAN CHASE & CO COM $ 1,251 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
19
 77 SHS KINDER MORGAN INC DEL COM $ 1,271 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 32 SHS KENVUE INC COM $ 648 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 1 SHS MID-AMER APT CMNTYS INC COM $ 145 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 13 SHS MICROSOFT CORP COM $ 662 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 22 SHS NEXTERA ENERGY INC COM $ 715 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 36 SHS NEWMONT CORP COM $ 1,979 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
25
 2 SHS SERVICENOW INC COM $ 1,088 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 8 SHS PEPSICO INC COM $ 924 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 49 SHS PFIZER INC COM $ 1,761 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
28
 23 SHS SCHLUMBERGER LTD COM STK $ 749 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
29
 1 SHS STRYKER CORPORATION COM $ 284 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
30
 93 SHS AT&T INC COM $ 2,247 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
31
 15 SHS TJX COS INC NEW COM $ 673 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
32
 18 SHS TYSON FOODS INC CL A $ 1,358 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
33
 2 SHS UNITEDHEALTH GROUP INC COM $ 987 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
34
 6 SHS UNITED PARCEL SERVICE INC CL B $ 663 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
35
 6 SHS VISA INC COM CL A $ 569 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
36
 4 SHS VORNADO RLTY TR SH BEN INT $ 91 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
37
 2 SHS VENTAS INC COM $ 90 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
38
 42 SHS VERIZON COMMUNICATIONS INC COM $ 2,289 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
39
 9 SHS WALMART INC COM $ 605 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
40
 50 SHS ESSENTIAL UTILS INC COM $ 1,900 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
41
 13 SHS SPDR SER TR S&P BIOTECH $ 1,103 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
42
 9 SHS SELECT SECTOR SPDR TR SBI HEALTHCARE $ 1,109 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
43
 2 SHS SELECT SECTOR SPDR TR SBI CONS DISCR $ 344 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
44
 8 SHS CHUBB LIMITED COM $ 1,515 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
45
 1 SHS TE CONNECTIVITY LTD SHS $ 139 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
46
 507.240 SHS DFA INVT DIMENSIONS GROUP INC EMER MKT COREQ $ 10,264 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
47
 871.369 SHS DFA INVT DIMENSIONS GR GBL REALEST $ 8,981 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
48
 511.609 SHS GOLDMAN SACHS TR ll GQG PRTNR IS $ 8,500 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
49
 1,274.084 SHS BLACKROCK IND FDS ISHARES MSC INST $ 17,359 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
50
 405.153 SHS AIM GROWTH SER INVESCO GROWTH MAIN ST $ 8,000 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
51
 412.694 SHS MFS SER TR IV MIDCAP GWTH $ 9,872 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
52
 2,819.884 SHS FEDERATED HERMES EQ STRAG VALUE $ 16,000 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
53
 25,000 WELLS FARGO & CO FR 4.1% 060326 $ 26,253 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
54
 6,530.809 SHS DFA INVT DIM GROUP INTERMD EXTND QL $ 59,484 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
55
 1,552.399 SHS PIMCO FDS PAC INVT MGMT INTL BD $ 14,886 2023-10-19
Schedule B (Form 990) (2023)
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
56
 12,019.155 SHS VANGUARD FIX INC SECS STRMINVGRDINST $ 127,543 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
57
 25,000 UNITED STATES TREAS NTS 2% 08/15/25 $ 24,609 2023-10-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
  		Employer identification number

23-7878526
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 410 103   308

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Name of Bond End of Year Book Value End of Year Fair Market Value
25,000 WELLS FARGO 4.1% 06/03 26,203 24,459

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Name of Stock End of Year Book Value End of Year Fair Market Value
13 SHS APPLE INC 1,012 2,503
9 SHS AKAMAI TECHNOLOGIES 941 1,065
5 SHS ANAZON COM 700 760
33 SHS CITIGROUP INC 1,480 1,698
9 SHS CBOE GLOBAL MKTS 1,190 1,607
7 SHS CME GROUP INC 1,257 1,474
48 SHS CISCO SYS INC 1,392 2,425
3 SHS CVS HEALTH CORP 219 237
19 SHS DUKE ENERGY CORP 1,972 1,844
9 SHS EOG RES INC 996 1,089
2 SHS EQT CORP 84 77
26 SHS GILEAD SCIENCES INC 1,952 2,106
3 SHS GENERAL MLS INC 221 195
24 SHS ALPHABET INC 1,133 3,353
8 SHS HONEYWELL INC 1,564 1,678
18 SHS INTERNATIONAL BUSINES 2,456 2,944
14 SHS JOHNSON & JOHNSON 1,018 2,194
8 SHS JPMORGAN CHASE 945 1,361
77 SHS KINDER MORGAN INC 1,271 1,358
32 SHS KENVUE INC 648 689
1 SHS MID-AMER APT CMNTYS 145 134
13 SHS MICROSOFT CORP 662 4,889
22 SHS NEXTERA ENERGY INC 715 1,336
36 SHS NEWMONT CORP 1,979 1,490
2 SHS SERVICENOW INC 1,088 1,413
8 SHS PEPSICO INC 924 1,359
49 SHS PFIZER INC 1,761 1,411
1 SHS STRYKER CORP 284 299
23 SHS SCHLUMBERGER LTD 749 1,197
98 SHS AT&T INC 2,327 1,644
15 TJX COS INC 673 1,407
18 SHS TYSON FOODS INC 1,358 968
2 SHS UNITEDHEALTH GROUP IN 987 1,053
6 SHS UNITED PARCEL SERVICE 663 943
6 SHS VISA INC 569 1,562
4 SHS VORNADO RLTY 91 113
2 SHS VENTAS INC 90 100
52 SHS VERIZON COMMUNICATION 2,676 1,960
9 SHS WALMART INC 605 1,419
50 SHS ESSENTIAL UTILS 1,900 1,868
8 SHS CHUBB LIMITED 1,515 1,808
29 SHS MEDTRONIC PLC 2,063 2,389
1 SHS TE CONNECTIVITY 139 141

TY 2023 InvestmentsGovtObligationsSch
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
US Government Securities - End of Year Book Value:

24,609
US Government Securities - End of Year Fair Market Value:

24,062
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1,221.657 BLACKROCK ISHARES MS AT COST 16,890 18,557
2,563.154 DFA COMMODITY STRATE AT COST 11,893 11,150
5.450 BLACKROCK LG CAP SER      
826.345 DFA INVT DIM GR EMER AT COST 17,478 18,518
1,250.635 DFA INVT DIM GR GBL AT COST 12,804 12,844
2,446.295 FEDERATED HERMES MDT AT COST 65,789 70,600
2,147.710 GOLDMAN SACHS TR LGC AT COST 60,357 59,620
435.981 MFS SER TR IV MID CA AT COST 10,517 12,739
7.523 PIMCO FDS PAC INVT M      
6.191 PRINCIPAL FDS INC SP      
91.989 VANGUARD FIXED INCOM      
59.168 FEDERATED HERMES EQT      
789.758 GOLDMAN SACHS TR II AT COST 13,706 15,645
5.448 VG SCOTTSDALE FDS LG      
2.000 SELECT SECT SPDR TR AT COST 344 358
635.024 INVESCO MAIN STREET AT COST 12,473 13,310
3,432.957 FED STRATEGIC VALUE AT COST 19,501 18,778
1,927.460 DFA INTERMEDIATE TER AT COST 17,675 18,561
349.858 FED HIGH YIELD AT COST 2,967 3,093
2,351.795 VG ST INVEST GRADE F AT COST 24,668 24,059
1.000 ROBERT SWEENEY IRA AT COST 1 1

TY 2023 OtherDecreasesSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Description Amount
LT WASH SALE ADJUSTMENT 8
ST WASH SALE ADJUSTMENT 15
MFS BASIS ADJ 180
MUTUAL FUND ADJUSTMENT 2


TY 2023 OtherIncreasesSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Description Amount
ROUNDING 3


TY 2023 SubstantialContributorsSch
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Name Address
ROBERT SWEENEY MARITAL TRUST
  		42 MCCLURG ROAD
YOUNGSTOWN,OH44512


TY 2023 TaxesSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR 75 75   0
FOREIGN TAXES ON NONQUALIFIED 12 12   0