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
TOM AND JILL LINCOLN FOUNDATION
 
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

86-6605937
B Telephone number (see instructions)

(330) 384-7302
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$11,987,558J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 191,059 180,739  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 285,534
b Gross sales price for all assets on line 6a 4,472,627
7 Capital gain net income (from Part IV, line 2)... 285,534
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........ 476,593 466,273  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 98,117 49,059   49,059
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
500 0 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,310 1,959   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 105,127 51,018 0 49,759
25 Contributions, gifts, grants paid....... 714,450 714,450
26 Total expenses and disbursements. Add lines 24 and 25 819,577 51,018 0 764,209
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -342,984
b Net investment income (if negative, enter -0-) 415,255
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......... 149,805 755,366 755,366
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,239,416 Click to see attachment
List of Attached Documents:
// Content
5,642,761 		7,156,760
c Investments—corporate bonds (attach schedule)....... 4,754,862 Click to see attachment
List of Attached Documents:
// Content
4,392,095 		4,075,432
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,144,083 10,790,222 11,987,558
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........ 11,144,083 10,790,222
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)..... 11,144,083 10,790,222
30 Total liabilities and net assets/fund balances (see instructions). 11,144,083 10,790,222
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
11,144,083
2
Enter amount from Part I, line 27a .....................
2
-342,984
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,801,099
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,877
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,790,222
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 150000. MORGAN STANLEY   2021-07-28 2023-01-23
b 210000. US TREASURY N/B 2.25% 01/31/2024   2021-08-06 2023-02-03
c 649. ABBVIE INC     2023-02-10
d 79. ALPHABET INC     2023-02-10
e 198.00013 ALPHABET INC     2023-02-10
155.99987 ALPHABET INC     2023-02-10
505.00007 AMAZON.COM INC     2023-02-10
44.99993 AMAZON.COM INC   2022-02-16 2023-02-10
222.00006 AMAZON.COM INC   2021-08-10 2023-02-10
44.99994 AMAZON.COM INC   2021-08-10 2023-02-10
1. BROADCOM INC   2022-04-19 2023-02-10
8. BROADCOM INC   2021-12-29 2023-02-10
671. ELECTRONIC ARTS INC     2023-02-10
1800. LINCOLN ELEC HLDGS INC COM   2020-05-13 2023-02-16
1. ALPHABET INC   2021-08-16 2023-03-21
1. AMAZON.COM INC   2021-08-10 2023-03-21
335. AUTOMATIC DATA PROCESSING     2023-03-21
182. BANK AMER CORP COM     2023-03-21
2365. BANK AMER CORP COM     2023-03-21
1. COCA-COLA CO   2021-08-10 2023-03-21
116. FISERV INC     2023-03-21
1238. FISERV INC     2023-03-21
1. ISHARES S & P MIDCAP 400   2023-02-16 2023-03-21
1. ISHARES S & P SMALLCAP 600   2022-04-19 2023-03-21
1. MASTERCARD INC   2023-02-16 2023-03-21
1. ORACLE CORP   2023-02-16 2023-03-21
1. PARKER HANNIFIN CORP   2023-02-16 2023-03-21
3. SPDR INDEX SHS FDS   2022-09-09 2023-03-21
6. VANGUARD TAX-MANAGED INTL FD   2023-02-16 2023-03-21
1. VANGUARD INTL EQUITY INDEX FDS   2023-02-16 2023-03-21
325. CHUBB LTD     2023-03-21
132. ISHARES S & P SMALLCAP 600     2023-04-11
383. ISHARES S & P SMALLCAP 600     2023-04-11
4. JOHNSON & JOHNSON CO   2022-12-27 2023-04-11
2436. SPDR INDEX SHS FDS   2022-09-09 2023-04-11
75000. US TREASURY N/B 2.25% 01/31/2024   2021-08-06 2023-05-05
1. AMAZON.COM INC   2021-08-10 2023-05-09
13. ANTHEM INC     2023-05-09
33. ANTHEM INC     2023-05-09
1. COCA-COLA CO   2021-08-10 2023-05-09
1. ISHARES S & P SMALLCAP 600   2022-06-15 2023-05-09
1. ORACLE CORP   2021-12-29 2023-05-09
999. ROSS STORES INC     2023-05-09
2. SPDR INDEX SHS FDS   2022-09-09 2023-05-09
148. UNITEDHEALTH GROUP INC     2023-05-09
5. VANGUARD TAX-MANAGED INTL FD   2023-02-16 2023-05-09
1. VANGUARD INTL EQUITY INDEX FDS   2023-02-16 2023-05-09
75000. US TREASURY N/B 2.25% 01/31/2024   2021-08-06 2023-05-17
1. APPLE COMPUTER   2022-01-07 2023-05-23
151. NVIDIA CORP     2023-05-23
2. VANGUARD TAX-MANAGED INTL FD     2023-05-23
1. VANGUARD INTL EQUITY INDEX FDS   2023-02-16 2023-05-23
75000. US TREASURY N/B 2.25% 01/31/2024   2021-08-06 2023-07-07
1091. ACTIVISION BLIZZARD INC   2023-03-21 2023-07-17
206. ADVANCED MICRO DEVICES INC W/1   2023-05-23 2023-08-04
180. ALPHABET INC     2023-08-04
102. AMAZON.COM INC     2023-08-04
32. ANALOG DEVICES   2023-02-16 2023-08-04
42. ANALOG DEVICES   2022-06-15 2023-08-04
23. ANTHEM INC     2023-08-04
164. APPLE COMPUTER     2023-08-04
23. BROADCOM INC     2023-08-04
7. CHIPOTLE MEXICAN GRILL INC CLASS A     2023-08-04
1. COCA-COLA CO   2023-04-11 2023-08-04
128. COCA-COLA CO     2023-08-04
20. COSTCO WHOLESALE CORP   2022-03-16 2023-08-04
85. DISNEY (WALT) CO   2022-08-17 2023-08-04
122. EDWARDS LIFESCIENCES CORP   2023-05-09 2023-08-04
74. EXXON MOBIL CORP COM     2023-08-04
39. FACEBOOK INC CL-A   2023-07-17 2023-08-04
40. HCA HEALTHCARE INC     2023-08-04
85. HILTON WORLDWIDE HLDGS INC     2023-08-04
31. HOME DEPOT INC.   2021-11-30 2023-08-04
18. HONEYWELL INTL INC COM     2023-08-04
21. HONEYWELL INTL INC COM   2022-06-15 2023-08-04
29. INTUIT INC   2021-08-16 2023-08-04
36. INTUITIVE SURGICAL INC   2022-12-27 2023-08-04
179. ISHARES S & P MIDCAP 400     2023-08-04
231. ISHARES S & P SMALLCAP 600   2021-08-10 2023-08-04
42. JOHNSON & JOHNSON CO   2022-12-27 2023-08-04
48. ELI LILLY & CO     2023-08-04
200. LINCOLN ELEC HLDGS INC COM   2020-05-13 2023-08-04
200. LINCOLN ELEC HLDGS INC COM   2020-05-13 2023-08-04
44. MASTERCARD INC   2022-02-16 2023-08-04
85. MERCK & CO INC NEW   2022-12-27 2023-08-04
95. MICROSOFT CORP     2023-08-04
32. NETFLIX INC     2023-08-04
87. NVIDIA CORP   2022-04-19 2023-08-04
14. O'REILLY AUTOMOTIVE INC     2023-08-04
126. OCCIDENTAL PETROLEUM CORP   2022-11-10 2023-08-04
213. ORACLE CORP   2021-12-29 2023-08-04
31. PARKER HANNIFIN CORP     2023-08-04
530. SPDR INDEX SHS FDS   2022-09-09 2023-08-04
27. SERVICENOW INC     2023-08-04
98. STARBUCKS CORP     2023-08-04
48. T-MOBILE US INC     2023-08-04
62. T-MOBILE US INC   2022-04-20 2023-08-04
11. TESLA INC   2022-09-28 2023-08-04
99. TESLA INC     2023-08-04
20. THERMO ELECTRON CORP W/1 RT/SH   2023-02-10 2023-08-04
50. VALERO ENERGY     2023-08-04
60. VALERO ENERGY   2021-11-30 2023-08-04
1919. VANGUARD TAX-MANAGED INTL FD     2023-08-04
537. VANGUARD INTL EQUITY INDEX FDS     2023-08-04
34. VERTEX PHARMACEUTICAL INC   2023-03-21 2023-08-04
74. VISA INC     2023-08-04
63. EATON CORP PLC   2023-03-21 2023-08-04
1. ADVANCED MICRO DEVICES INC W/1   2023-05-23 2023-08-10
1. AMAZON.COM INC   2021-08-10 2023-08-10
1. APPLE COMPUTER   2022-01-20 2023-08-10
1. COCA-COLA CO   2021-08-23 2023-08-10
638. DISNEY (WALT) CO     2023-08-10
1. EDWARDS LIFESCIENCES CORP   2023-05-09 2023-08-10
1. HCA HEALTHCARE INC   2023-02-10 2023-08-10
1. INTUIT INC   2021-08-16 2023-08-10
1. ISHARES S & P MIDCAP 400   2022-09-09 2023-08-10
1. ISHARES S & P SMALLCAP 600   2021-08-10 2023-08-10
319. JOHNSON & JOHNSON CO     2023-08-10
1. ELI LILLY & CO   2022-02-16 2023-08-10
1. MASTERCARD INC   2022-02-16 2023-08-10
638. MERCK & CO INC NEW     2023-08-10
1. MICROSOFT CORP   2022-01-20 2023-08-10
146. NVIDIA CORP   2022-04-19 2023-08-10
1. OCCIDENTAL PETROLEUM CORP   2022-11-10 2023-08-10
1. ORACLE CORP   2021-12-29 2023-08-10
2. SPDR INDEX SHS FDS   2022-09-09 2023-08-10
1. STARBUCKS CORP   2023-02-10 2023-08-10
1. T-MOBILE US INC   2022-04-20 2023-08-10
1. TESLA INC   2021-09-10 2023-08-10
1. VALERO ENERGY   2021-11-30 2023-08-10
10. VANGUARD TAX-MANAGED INTL FD   2023-02-16 2023-08-10
2. VANGUARD INTL EQUITY INDEX FDS   2022-09-09 2023-08-10
100000. US TREASURY N/B 2.25% 01/31/2024   2021-08-06 2023-08-16
665. ADVANCED MICRO DEVICES INC W/1     2023-09-28
1. ALPHABET INC   2023-08-10 2023-09-28
1. AMAZON.COM INC   2021-08-10 2023-09-28
1. ANALOG DEVICES   2022-09-09 2023-09-28
1. APPLE COMPUTER   2022-01-20 2023-09-28
1. BOSTON SCIENTIFIC CORP   2023-08-10 2023-09-28
61. BROADCOM INC   2021-12-29 2023-09-28
1. COCA-COLA CO   2022-11-10 2023-09-28
1. EDWARDS LIFESCIENCES CORP   2023-05-09 2023-09-28
1. HILTON WORLDWIDE HLDGS INC   2022-01-20 2023-09-28
1. INTUITIVE SURGICAL INC   2022-12-27 2023-09-28
1. ISHARES S & P MIDCAP 400   2023-04-11 2023-09-28
2. ISHARES S & P SMALLCAP 600   2021-08-10 2023-09-28
209. ELI LILLY & CO   2022-02-16 2023-09-28
70. MICROSOFT CORP     2023-09-28
1. NETFLIX INC   2022-11-10 2023-09-28
1. OCCIDENTAL PETROLEUM CORP   2022-11-10 2023-09-28
789. ORACLE CORP     2023-09-28
4. SPDR INDEX SHS FDS   2023-02-16 2023-09-28
739. STARBUCKS CORP   2023-02-10 2023-09-28
209. T-MOBILE US INC     2023-09-28
24. TESLA INC     2023-09-28
200. TESLA INC     2023-09-28
1. THERMO ELECTRON CORP W/1 RT/SH   2023-02-10 2023-09-28
13. VANGUARD TAX-MANAGED INTL FD   2023-02-16 2023-09-28
4. VANGUARD INTL EQUITY INDEX FDS   2023-04-11 2023-09-28
1. VISA INC   2021-08-10 2023-09-28
1. EATON CORP PLC   2023-03-21 2023-09-28
118. VERALTO CORP.   2023-09-28 2023-10-06
.55 VERALTO CORP.   2023-09-28 2023-10-24
556. ANALOG DEVICES     2023-12-21
339. BECTON DICKINSON AND CO.   2023-09-28 2023-12-21
382. CHEVRONTEXACO CORP   2023-09-28 2023-12-21
57. COCA-COLA CO     2023-12-21
922. COCA-COLA CO     2023-12-21
9. COSTCO WHOLESALE CORP   2023-02-16 2023-12-21
142. COSTCO WHOLESALE CORP     2023-12-21
927. EDWARDS LIFESCIENCES CORP   2023-05-09 2023-12-21
307. HCA HEALTHCARE INC   2023-02-10 2023-12-21
13. HOME DEPOT INC.   2023-02-16 2023-12-21
219. HOME DEPOT INC.     2023-12-21
293. HONEYWELL INTL INC COM   2022-06-15 2023-12-21
55. OCCIDENTAL PETROLEUM CORP     2023-12-21
898. OCCIDENTAL PETROLEUM CORP   2022-11-10 2023-12-21
(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 150,000   150,000  
b 204,873   214,024 -9,151
c 98,802   95,256 3,546
d 7,515   8,618 -1,103
e 18,835   27,392 -8,557
14,839   21,711 -6,872
49,171   64,943 -15,772
4,382   7,048 -2,666
21,616   36,858 -15,242
4,382   7,471 -3,089
593   594 -1
4,748   5,408 -660
75,016   89,505 -14,489
315,425   129,438 185,987
102   139 -37
99   168 -69
72,679   80,245 -7,566
5,211   6,300 -1,089
67,715   106,196 -38,481
61   57 4
13,065   12,557 508
139,435   127,134 12,301
246   268 -22
96   106 -10
354   371 -17
87   88 -1
322   357 -35
121   137 -16
262   273 -11
39   41 -2
62,956   65,744 -2,788
12,707   13,908 -1,201
36,870   42,841 -5,971
660   710 -50
100,184   111,090 -10,906
73,620   76,076 -2,456
105   170 -65
6,053   6,407 -354
15,365   15,129 236
63   57 6
92   94 -2
96   89 7
103,351   92,201 11,150
83   91 -8
73,239   79,177 -5,938
231   237 -6
40   43 -3
73,585   76,029 -2,444
173   173  
46,961   35,052 11,909
92   94 -2
40   44 -4
73,702   75,826 -2,124
101,151   87,103 14,048
23,811   22,662 1,149
23,081   24,932 -1,851
14,362   17,042 -2,680
5,995   6,252 -257
7,868   6,306 1,562
10,666   9,487 1,179
29,924   27,362 2,562
20,267   15,661 4,606
13,303   13,245 58
61   63 -2
7,766   7,280 486
11,064   10,661 403
7,313   10,529 -3,216
9,693   10,847 -1,154
7,954   8,324 -370
12,152   11,954 198
10,740   10,399 341
12,860   12,348 512
10,104   12,528 -2,424
3,406   3,623 -217
3,974   3,922 52
14,508   15,690 -1,182
11,125   9,428 1,697
47,879   46,131 1,748
23,839   25,821 -1,982
7,140   7,451 -311
21,553   12,063 9,490
38,750   14,382 24,368
38,324   14,382 23,942
17,247   16,768 479
8,910   9,523 -613
31,219   29,060 2,159
13,833   9,699 4,134
38,847   19,343 19,504
12,986   11,117 1,869
8,014   8,685 -671
24,374   18,854 5,520
12,895   10,024 2,871
21,849   24,170 -2,321
14,882   17,910 -3,028
9,882   10,544 -662
6,481   7,063 -582
8,371   8,265 106
2,795   3,114 -319
25,159   29,068 -3,909
10,978   11,432 -454
6,336   6,736 -400
7,604   3,985 3,619
88,587   87,542 1,045
22,409   22,080 329
11,629   10,260 1,369
17,740   17,721 19
13,639   10,503 3,136
112   110 2
139   166 -27
179   166 13
61   57 4
56,089   77,786 -21,697
78   89 -11
267   258 9
505   541 -36
268   250 18
103   112 -9
55,998   56,253 -255
523   246 277
398   381 17
67,526   71,301 -3,775
326   305 21
62,462   32,461 30,001
64   69 -5
114   89 25
84   91 -7
101   107 -6
139   133 6
246   252 -6
136   66 70
466   454 12
83   82 1
98,598   100,881 -2,283
65,551   65,879 -328
130   131 -1
124   166 -42
172   155 17
169   166 3
52   51 1
49,826   41,235 8,591
56   60 -4
70   89 -19
150   143 7
293   262 31
248   249 -1
189   224 -35
114,196   51,424 62,772
21,718   20,696 1,022
375   262 113
66   69 -3
82,029   69,764 12,265
151   177 -26
66,929   78,979 -12,050
29,337   27,473 1,864
5,778   4,770 1,008
48,149   47,679 470
505   572 -67
566   591 -25
156   163 -7
230   238 -8
214   167 47
9,188   884 8,304
38   4 34
108,754   83,494 25,260
81,670   88,904 -7,234
57,521   65,185 -7,664
3,299   3,406 -107
53,357   50,274 3,083
5,976   4,571 1,405
94,289   75,727 18,562
69,385   82,419 -13,034
81,827   79,167 2,660
4,552   4,206 346
76,684   85,686 -9,002
59,658   54,715 4,943
3,311   3,463 -152
54,054   61,895 -7,841
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        
b       -9,151
c       3,546
d       -1,103
e       -8,557
      -6,872
      -15,772
      -2,666
      -15,242
      -3,089
      -1
      -660
      -14,489
      185,987
      -37
      -69
      -7,566
      -1,089
      -38,481
      4
      508
      12,301
      -22
      -10
      -17
      -1
      -35
      -16
      -11
      -2
      -2,788
      -1,201
      -5,971
      -50
      -10,906
      -2,456
      -65
      -354
      236
      6
      -2
      7
      11,150
      -8
      -5,938
      -6
      -3
      -2,444
       
      11,909
      -2
      -4
      -2,124
      14,048
      1,149
      -1,851
      -2,680
      -257
      1,562
      1,179
      2,562
      4,606
      58
      -2
      486
      403
      -3,216
      -1,154
      -370
      198
      341
      512
      -2,424
      -217
      52
      -1,182
      1,697
      1,748
      -1,982
      -311
      9,490
      24,368
      23,942
      479
      -613
      2,159
      4,134
      19,504
      1,869
      -671
      5,520
      2,871
      -2,321
      -3,028
      -662
      -582
      106
      -319
      -3,909
      -454
      -400
      3,619
      1,045
      329
      1,369
      19
      3,136
      2
      -27
      13
      4
      -21,697
      -11
      9
      -36
      18
      -9
      -255
      277
      17
      -3,775
      21
      30,001
      -5
      25
      -7
      -6
      6
      -6
      70
      12
      1
      -2,283
      -328
      -1
      -42
      17
      3
      1
      8,591
      -4
      -19
      7
      31
      -1
      -35
      62,772
      1,022
      113
      -3
      12,265
      -26
      -12,050
      1,864
      1,008
      470
      -67
      -25
      -7
      -8
      47
      8,304
      34
      25,260
      -7,234
      -7,664
      -107
      3,083
      1,405
      18,562
      -13,034
      2,660
      346
      -9,002
      4,943
      -152
      -7,841
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 2 285,534
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 5,772
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 5,772
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 5,772
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,254
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 3,254
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,518
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 384-7302

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THOMAS H LINCOLN BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
ALICE J LINCOLN BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
DENNIS HANWELL BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
MICHAEL J SHORT BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
WILLIAM B YOUNG BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
HUNTINGTON NATIONAL BANK TRUSTEE
1 		98,117    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,867,150
b
Average of monthly cash balances.......................
1b
397,370
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,264,520
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
11,264,520
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
168,968
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,095,552
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
554,778
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
554,778
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,772
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,772
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
549,006
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
549,006
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
549,006
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
764,209
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
764,209
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 7 549,006
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...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 12,767
f Total of lines 3a through e ........ 12,767
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 764,209
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..... 549,006
e Remaining amount distributed out of corpus 215,203
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 5 227,970
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 ...... 		227,970
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 12,767
e Excess from 2023.... 215,203
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BOARD OF MANAGERS CO HUNTINGTON BA
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
(330) 384-7302
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST TO BOARD OF MANAGERS OR TRUSTEE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED STATEMENT
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

HOSPICE OF THE WESTERN RESERVE INC

17876 SAINT CLAIR AVE
CLEVELAND,OH441102602 		NONE PC GENERAL OPERATING 700,000

WEST CREEK CONSERVANCY

7381 CAMELOT DR
PARMA,OH441345759 		NONE PC GENERAL OPERATING 13,450

MAIN STREET MEDINA INC

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 1,000
Total .................................right arrow 3a 714,450
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 191,059  
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 ............ 		    18 285,534  
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) ..   476,593  
13Total. Add line 12, columns (b), (d), and (e)..................
13
476,593
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 500     500

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2023 InvestmentsCorpBondsSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Name of Bond End of Year Book Value End of Year Fair Market Value
9128282S8 US TREASURY N/B 1.62    
912828P46 US TREASURY N/B 1.62 178,993 165,867
46625HRS1 JPMORGAN CHASE & CO 157,283 144,710
172217YW5 CINCINNATI OHIO 126,141 119,573
023135BW5 AMAZON COM INC    
278642AV5 EBAY INC 152,341 144,101
960030BA1 WESTERVILLE OH CITY 74,977 70,533
92826CAM4 VISA INC    
037833DP2 APPLE INC    
032654AN5 ANALOG DEVICES INC 159,801 146,668
172217YZ8 CINCINNATI OHIO 124,269 118,104
009158AY2 AIR PRODS & CHEMS IN 153,672 138,271
61744YAN8 MORGAN STANLEY    
23338VAN6 DTE ELEC CO 153,142 134,863
895202BQ1 TRENTON OHIO WTR SYS 50,000 49,908
808513BS3 SCHWAB CHARLES CORP 154,826 124,403
912828V80 US TREASURY N/B 2.25 90,877 89,761
09247XAR2 BLACKROCK INC    
70450YAH6 PAYPAL HLDGS INC 155,269 130,785
91282CCR0 UNITED STATES TREAS 194,649 175,969
232287DQ2 CUYAHOGA CNTY OHIO S 51,159 49,606
353174GH2 FRANKLIN CNTY OHIO C 50,976 50,085
663903HK1 NORTHEAST OH REGL SW 51,790 47,397
783068CW7 RUSSIA OHIO LOC SCH 88,320 84,669
29736RAP5 ESTEE LAUDER COS INC 157,414 133,295
637432NL5 NATIONAL RURAL UTILS 151,730 149,533
67066GAN4 NVIDIA CORP 151,536 128,334
776743AM8 ROPER TECHNOLOGIES I 149,943 140,144
92939UAF3 WEC ENERGY GROUP INC 150,152 148,470
91282CBL4 US TREASURY N/B 1.12 117,015 104,434
291011BN3 EMERSON ELEC CO 152,499 129,224
74460WAD9 PUBLIC STORAGE 152,336 134,398
9128283Z1 US TREASURY N/B 2.75 396,661 391,375
91282CEV9 US TREASURY N/B 3.25 122,419 121,113
00507VAM1 ACTIVISION BLIZZARD    
594918CH5 MICROSOFT CORP PRIVA 156,695 145,659
91282CEP2 US TREASURY N/B 2.87 142,786 139,219
91282CEW7 US TREASURY N/B 3.25 47,703 48,875
91282CGQ8 US TREASURY N/B 4% 0 76,787 75,445
91282CHR5 US TREASURY N/B 4% 0 97,934 100,641

TY 2023 InvestmentsCorpStockSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Name of Stock End of Year Book Value End of Year Fair Market Value
43300A203 HILTON WORLDWIDE HLD 81,321 116,538
461202103 INTUIT 107,506 137,507
67066G104 NVIDIA CORP 106,250 254,048
717081103 PFIZER INC    
88160R101 TESLA INC 103,715 152,567
82509L107 SHOPIFY INC - CLASS    
552982720 MFS SER TR XIII    
464287804 ISHARES TR 191,920 189,113
79466L302 SALESFORCE.COM INC 99,085 97,625
30303M102 FACEBOOK INC CL-A 86,128 99,463
92646A831 VICTORY PORTFOLIOS    
007903107 ADVANCED MICRO DEVIC 73,288 131,932
235851102 DANAHER CORP 87,890 82,357
46120E602 INTUITIVE SURGICAL I 70,921 91,762
81762P102 SERVICENOW INC 114,952 145,537
61756E461 MORGAN STANLEY INSTL    
002824100 ABBOTT LABS    
038222105 APPLIED MATLS INC 97,504 98,214
594918104 MICROSOFT CORP 184,283 244,050
70450Y103 PAYPAL HOLDINGS INCO    
747525103 QUALCOMM INC 96,527 98,493
91913Y100 VALERO ENERGY CORP N 56,171 108,160
931142103 WAL MART STORES INC    
02079K305 ALPHABET INC 211,141 229,511
16119P108 CHARTER COMMUNICATIO    
23331A109 D R HORTON INC    
28176E108 EDWARDS LIFESCIENCES    
478160104 JOHNSON & JOHNSON    
64110L106 NETFLIX INC 62,825 116,851
883556102 THERMO FISHER SCIENT 86,483 82,803
911312106 UNITED PARCEL SVC IN    
060505104 BANK AMER CORP    
11135F101 BROADCOM INC 66,257 119,439
191216100 COCA COLA CO    
22822V101 CROWN CASTLE INTL CO    
68389X105 ORACLE CORP 65,896 86,453
773903109 ROCKWELL AUTOMATION    
00724F101 ADOBE SYS INC 97,843 96,649
824348106 SHERWIN WILLIAMS CO    
92826C839 VISA INC 121,019 144,755
G1151C101 ACCENTURE PLC-CL A    
023135106 AMAZON COM INC 196,424 188,406
337738108 FISERV INC    
036752103 ANTHEM INC 63,485 79,222
437076102 HOME DEPOT INC    
533900106 LINCOLN ELEC HLDGS I 201,348 608,888
74340W103 PROLOGIS INC    
936793744 WASATCH FDS TR    
169656105 CHIPOTLE MEXICAN GRI 86,321 112,061
74144T108 PRICE T ROWE GROUP I    
037833100 APPLE INC 185,290 239,892
22160K105 COSTCO WHOLESALE COR    
254687106 DISNEY WALT CO    
872590104 T-MOBILE US INC 78,971 99,886
922042858 VANGUARD INTL EQUITY 166,326 166,948
67103H107 O'REILLY AUTOMOTIVE 77,260 98,808
701094104 PARKER-HANNIFIN CORP 71,202 109,647
30231G102 EXXON MOBIL CORP 85,205 77,085
78463X749 SPDR INDEX SHS FDS 182,208 175,146
H1467J104 CHUBB LTD    
00287Y109 ABBVIE INC    
032654105 ANALOG DEVICES INC    
053015103 AUTOMATIC DATA PROCE    
438516106 HONEYWELL INTL INC    
464287507 ISHARES TR 337,442 374,153
532457108 LILLY ELI & CO 42,069 92,684
57636Q104 MASTERCARD INC 118,266 144,587
91324P102 UNITEDHEALTH GROUP I    
285512109 ELECTRONIC ARTS INC    
58933Y105 MERCK & CO INC NEW    
674599105 OCCIDENTAL PETE CORP    
778296103 ROSS STORES INC    
921943858 VANGUARD TAX-MANAGED 595,188 695,460
09857L108 BOOKING HLDGS INC 101,893 102,869
101137107 BOSTON SCIENTIFIC CO 93,495 105,041
20030N101 COMCAST CORP NEW 90,152 87,919
512807108 LAM RESH CORP 92,524 104,174
666807102 NORTHROP GRUMMAN COR 69,052 73,030
697435105 PALO ALTO NETWORKS I 95,925 94,067
871607107 SYNOPSYS INC 97,437 89,594
872540109 TJX COS INC NEW 89,306 93,998
92532F100 VERTEX PHARMACEUTICA 77,854 104,978
G29183103 EATON CORP PLC 79,193 114,390

TY 2023 OtherDecreasesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Description Amount
MUTUAL FUND TIMING ADJ 10,692
CY PURCHASE OF ACCRUED INTEREST 185


TY 2023 OtherExpensesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2023 TaxesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,131 1,131   0
FEDERAL TAX PAYMENT - PRIOR YE 1,097 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,254 0   0
FOREIGN TAXES ON NONQUALIFIED 828 828   0