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 SK WELLMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6450 ROCKSIDE WOODS BLVD S 230
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDEPENDENCE, OH44131
A Employer identification number

34-6520032
B Telephone number (see instructions)

(216) 621-1180
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$4,244,996J 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... 149,777 149,777 149,777
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,493
b Gross sales price for all assets on line 6a 809,562
7 Capital gain net income (from Part IV, line 2)... 18,493
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
348 348 348
12 Total. Add lines 1 through 11........ 168,618 168,618 150,125
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,500 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,500 18,750 18,750 18,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,404 39,404 39,404 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,325 6,125 6,125 200
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 126,729 64,279 64,279 18,950
25 Contributions, gifts, grants paid....... 236,500 236,500
26 Total expenses and disbursements. Add lines 24 and 25 363,229 64,279 64,279 255,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -194,611
b Net investment income (if negative, enter -0-) 104,339
c Adjusted net income (if negative, enter -0-)... 85,846
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......... 87,721 9,758 9,758
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 2,276,626 Click to see attachment
List of Attached Documents:
// Content
2,194,500 		3,140,331
c Investments—corporate bonds (attach schedule)....... 1,199,693 Click to see attachment
List of Attached Documents:
// Content
1,161,759 		1,094,907
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)..........      
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) 3,564,040 3,366,017 4,244,996
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,564,040 3,366,017
29 Total net assets or fund balances (see instructions)..... 3,564,040 3,366,017
30 Total liabilities and net assets/fund balances (see instructions). 3,564,040 3,366,017
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
3,564,040
2
Enter amount from Part I, line 27a .....................
2
-194,611
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,369,429
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,412
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,366,017
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 SHORT TERM SALES P 2023-01-01 2023-12-31
b LONG TERM SALES P 2022-01-01 2023-12-31
c
d
e
(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 110,041   122,532 -12,491
b 699,521   668,537 30,984
c
d
e
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       -12,491
b       30,984
c
d
e
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 18,493
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 -12,491
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 1,450
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 1,450
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 1,450
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,200
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,750
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,750 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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. ...............................
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 arrowN/A
14
The books are in care ofright arrowLAURENCE A BARTELL Telephone no.right arrow (216) 621-1180

Located atright arrow6450 ROCKSIDE WOODS BLVD S 230INDEPENDENCEOH ZIP+4right arrow44131
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
EMILY ZEIDERS TRUSTEE
0.50 		2,500 0 0
463 OVERLOOK ROAD
GATES MILLS,OH44094
JOSHUA K PRYOR TRUSTEE
0.50 		2,500 0 0
1129 FOLSON STREET
SAN FRANCISCO,CA94103
SUZANNE W ERIKSON TRUSTEE
0.50 		2,500 0 0
2972 FULLER MOUNTAIN RD
NORTH FERRISBURGH,VT05473
LAURENCE A BARTELL TRUSTEE
0.50 		36,000 0 0
6450 ROCKSIDE WOODS BLVD S 230
INDEPENDENCE,OH44131
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 THE FOUNDATION'S CHARITABLE ACTIVITY IS TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. DURING 2023 THE FOUNDATION MADE GRANTS TO 82 ORGANIZATIONS. 236,500
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 arrow0
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
4,017,836
b
Average of monthly cash balances.......................
1b
231,056
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,248,892
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
4,248,892
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,733
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,185,159
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
209,258
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
209,258
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,450
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,450
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
207,808
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
207,808
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
207,808
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
255,450
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
255,450
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 7 207,808
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......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 37,329
f Total of lines 3a through e ........ 37,329
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 255,450
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..... 207,808
e Remaining amount distributed out of corpus 47,642
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 84,971
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 ...... 		84,971
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 37,329
e Excess from 2023.... 47,642
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:
LAURENCE A BARTELL
6450 ROCKSIDE WOODS BLVD S 230
INDEPENDENCE,OH44131
(216) 621-1180
bThe form in which applications should be submitted and information and materials they should include:
LAURENCE A. BARTELL NONE
cAny submission deadlines:
LAURENCE A. BARTELL APRIL 15TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LAURENCE A. BARTELL NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CLEVELAND MUSEUM OF ART

11150 EAST BLVD
CLEVELAND,OH44106 		  PC ART EDUCATION 1,000

CASA COURT APPOINTED SPECIAL ADVOCATES

12200 FAIRHILL RD SUITE E193
CLEVELAND,OH44120 		  PC ADVOCATE FOR CHILDREN IN COURT 1,000

LAKE ERIE INK

2843 WASHINGTON BOULEVARD
CLEVELAND HEIGHTS,OH44118 		  PC WRITING SPACE FOR YOUTH 1,000

IDEASTREAMWVIZ

1375 EUCLID AVENUE
CLEVELAND,OH44115 		  PC COMMUNITY OUTREACH 1,000

HALE FARM & VILLAGE

2686 OAK HILL RD
BATH,OH44210 		  PC EDUCATIONAL SUPPORT 1,000

PATHWAY CARING FOR CHILDREN

25300 LORAIN RD SUITE 330
NORTH OLMSTEAD,OH44070 		  PC SUPPORT FOR FOSTER CARE, ADOPTION AND MENTAL HEALTH NEEDS 1,000

GIRLS ON THE RUN

8929 BRECKSVILLE ROAD
BRECKSVILLE,OH44141 		  PC COMMUNITY OUTREACH 1,000

BEAT THE STREETS

PO BOX 1906
CLEVELAND,OH44106 		  PC YOUTH DEVELOPMENT 1,000

CITY YEAR CLEVELAND

3615 SUPERIOR AVE SUITE 44-2B
CLEVELAND,OH44114 		  PC EDUCATIONAL ASSISTANCE 1,000

FISHING FOUNDATION

129 THE MALL
BEREA,OH44017 		  PC FISHING EDUCATION 1,000

BELIEVE IN DREAMS

23245B MERCANTILE RD
BEACHWOOD,OH44122 		  PC COMMUNITY OUTREACH 1,000

FOOTPATH FOUNDATION

10819 MAGNOLIA DRIVE
CLEVELAND,OH44106 		  PC EDUCATIONAL SUPPORT 1,000

MERRICK HOUSE

1050 STARKWEATHER AVE
CLEVELAND,OH44113 		  PC COMMUNITY OUTREACH 1,000

ACHIEVEMENT CENTERS FOR CHILDREN

4255 NORTHFIELD
HIGHLAND HILLS,OH44128 		  PC EDUCATIONAL SERVICES TO NEEDY CHILDREN 1,000

CLEVELAND MUSEUM OF NATURAL HISTORY

ONE WADE OVAL DRIVE
CLEVELAND,OH44106 		  PC HISTORICAL PRESERVATION 1,000

GREATER CLEVELAND VOLUNTEERS

4415 EUCLID AVE
CLEVELAND,OH44103 		  PC MEDICAL RESEARCH 1,000

EFFECTIVE LEADERSHIP ACADEMY

4480 RICHMOND ROAD
WARRENSVILLE HTS,OH44128 		  PC EDUCATIONAL OUTREACH 1,000

LIFE ACT

29425 CHAGRIN BLVD 203
CLEVELAND,OH44122 		  PC SUICIDE PREVENTION 1,500

ONE HEALTH ORGANIZATION

27600 CHAGRIN BLVD SUITE 400
CLEVELAND,OH44122 		  PC PET HEALTHCARE SUPPORT 2,000

THE GATHERING PLACE

23300 COMMERCE PARK
BEACHWOOD,OH44122 		  PC COMMUNITY OUTREACH 2,000

THE METROHEALTH FOUNDATION

2500 METROHEALTH DRIVE
CLEVELAND,OH44109 		  PC BEHAVIORAL HEALTH HOSPICE 2,000

AMERICAN CANCER SOCIETY

PO BOX 1981
CLEVELAND,OH44106 		  PC PROVIDE SUPPORT FOR CANCER PATIENTS AND CAREGIVERS 2,000

BLOSSOM HILL

28700 CENTER RIDGE RD
WESTLAKE,OH44145 		  PC CARE FOR DISABLED ADULTS AND THEIR FAMILIES 2,000

VOCATIONAL GUIDANCE SERVICES

2239 EAST 55TH STREET
CLEVELAND,OH44103 		  PC PATHWAYS TO EMPLOYMENT FOR DISABLED 2,000

GREAT LAKES SCIENCE CENTER

601 ERIESIDE AVENUE
CLEVELAND,OH44114 		  PC EDUCATIONAL SUPPORT 2,000

ESPERANZA

3104 WEST 25TH STREET
CLEVELAND,OH44109 		  PC CULTURAL DIVERSITY 2,000

HIRAM HOUSE

33775 HIRAM TRAIL
CHAGRIN FALLS,OH44022 		  PC SHELTER FOR NEEDY 2,000

SHOES AND CLOTHES FOR KIDS

3500 LORAIN AVENUE SUITE 301
CLEVELAND,OH44113 		  PC PROVIDE SHOES AND CLOTHING FOR CHILDREN 2,000

KIDS' BOOK BANK

3635 PERKINS AVENUE
CLEVELAND,OH44114 		  PC BOOKS FOR CHILDREN 2,000

MAY DUGAN CENTER

4115 BRIDGE AVENUE
CLEVELAND,OH44113 		  PC LOCAL COMMNITY SUPPORT 2,000

EPILEPSY ASSOCIATION

2831 PROSPECT AVE
CLEVELAND,OH44115 		  PC MEDICAL RESEARCH 2,000

COLLEGE NOW

50 PUBLIC SQUARE
CLEVELAND,OH44113 		  PC SCHOLARSHIPS 2,000

CENTRAL SCHOOL OF PRACTICAL NURSING

4600 CARNEGIE AVE
CLEVELAND,OH44103 		  PC SCHOLARSHIP SUPPORT 2,000

HATTIE LARHAM

9772 DIAGNOL ROAD
MANTUA,OH44255 		  PC EDUCATIONAL AND COMMUNITY SUPPORT 2,000

UNITED CEREBRAL PALSY

10011 EUCLID AVE
CLEVELAND,OH44106 		  PC MEDICAL RESEARCH 2,000

MEDWORKS

19910 MALVERN ROAD
SHAKER HTS,OH44122 		  PC MEDICAL AID TO POOR 2,000

HOLDEN FORESTS & GARDENS

11030 EAST BOULEVARD
CLEVELAND,OH44106 		  PC EDUCATIONAL SUPPORT 2,000

WAGS 4 KIDS

112 EAST CENTER STREET
BEREA,OH44017 		  PC SERVICE DOGS FOR CHILDREN 2,000

CLEVELAND SCHOOL OF THE ARTS

10825 EAST BLVD
CLEVELAND,OH44106 		  PC EDUCATIONAL SUPPORT 2,000

CLEVELAND HEARING AND SPEECH CENTER

11635 EUCLID AVE
CLEVELAND,OH44106 		  PC EDUCATIONAL PROGRAMS 2,000

YOUTH CHALLENGE

800 SHARON DRIVE
WESTLAKE,OH44122 		  PC ADAPTIVE SPORTS 2,000

MEDWISH INTERNATIONAL

1625 EAST 31ST STREET
CLEVELAND,OH44114 		  PC REPURPOSE MEDICAL EQUIPMENT 2,000

MUSIC SETTLEMENT

11125 MAGNOLIA DRIVE
CLEVELAND,OH44106 		  PC THEATRICAL SUPPORT 2,000

THE CLEVELAND ORCHESTRA

11001 EUCLID AVENUE
CLEVELAND,OH44106 		  PC PROVIDE SUPPORT THROUGH MUSIC 2,000

FRONT STEPS

1545 WEST 25TH STREET
CLEVELAND,OH44113 		  PC AID TO HOMELESS 2,000

YOUTH OPPORTUNITIES UNLIMITED

1228 EUCLID AVE SUITE 200
CLEVELAND,OH44115 		  PC SUPPORT TEENS AND YOUNG ADULTS 2,000

CLEVELAND INSTITUTE OF MUSIC

11021 EAST BLVD
CLEVELAND,OH44106 		  PC SCHOLARSHIPS 2,500

BOYS HOPE GIRLS HOPE

9619 GARFIELD BLVD
CLEVELAND,OH44125 		  PC AID TO NEEDY CHILDREN 2,500

ST MARTIN DE PORRES

1100 EAST 63RD STREET
CLEVELAND,OH44115 		  PC EDUCATIONAL SCHOLARSHIPS 3,000

NEIGHBORHOOD FAMILY PRACTICE

4115 BRIDGE AVENUE SUITE 300
CLEVELAND,OH44113 		  PC MEDICAL AID TO NEEDY 3,000

JENNINGS

10204 GRANGER ROAD
GARFIELD HEIGHTS,OH44125 		  PC MEDICAL AID TO ELDERLY 3,000

AMERICAN RED CROSS

3747 EUCLID AVE
CLEVELAND,OH44115 		  PC DISASTER AID TO NEEDY 3,000

CLEVELAND INSTITUTE OF ART

11141 EAST BLVD
CLEVELAND,OH44106 		  PC SCHOLARSHIPS 3,000

CUYAHOGA COMMUNITY COLLEGE

700 CARNEGIE AVE
CLEVELAND,OH44115 		  PC SCHOLARSHIPS 3,000

BUILDING HOPE IN THE CITY

2038 W 29TH ST
CLEVELAND,OH44113 		  PC COMMUNITY OUTREACH 3,000

SILVER FUR K9 RESCUE & RETIREMENT

2600 FORMAN ROAD
AUSTINBURG,OH44010 		  PC RESCUE FOR SENIOR DOGS 3,000

CLEVELAND ANGELS

25935 DETROIT ROAD 220
CLEVELAND,OH44145 		  PC COMMUNITY OUTREACH 3,000

CLEVELAND SIGHT CENTER

1909 EAST 101 ST
CLEVELAND,OH44106 		  PC AID TO THE BLIND 3,000

EVERSIGHT

6700 EUCLID AVENUE SUITE 101
CLEVELAND,OH44103 		  PC SIGHT RESTORATION 3,000

SEEDS OF LITERACY

3104 W 25TH STREET 3RD FLOOR
CLEVELAND,OH44109 		  PC EDUCATIONAL SUPPORT 3,000

FAMILY PROMISE OF GREATER CLEVELAND

2592 WEST 14TH STREET
CLEVELAND,OH44113 		  PC AID TO HOMELESS 4,000

CLEVELAND ZOOLOGICAL SOCIETY

3900 WILDLIFE WAY
CLEVELAND,OH44109 		  PC EDUCATIONAL PROGRAMS 4,000

HAPPY TRAILS FARM ANIMAL SANCTUARY

5623 NEW MILFORD RD
RAVENNA,OH44266 		  PC ANIMAL RESCUE 4,000

BOYS AND GIRLS CLUBS OF NORTHEAST OHIO

6114 BROADWAY AVENUE
CLEVELAND,OH44127 		  PC YOUTH DEVELOPMENT 4,000

FOOD RESOURCE CENTER

1928 EAST 300TH STREET
WICKLIFFE,OH44092 		  PC COMMUNITY SUPPORT 4,000

GIRL SCOUTS OF NORTHEAST OHIO

1 SOUTH BEDROFD RD
MACEDONIA,OH44056 		  PC COMMUNITY OUTREACH 4,000

PROVIDENCE HOUSE

2037 WEST 32ND STREET
CLEVELAND,OH44113 		  PC AID TO NEEDY 4,000

EDEN HOUSE

7812 MADISON AVENUE
CLEVELAND,OH44102 		  PC HOUSING SUPPORT 5,000

GREATER CLEVELAND FOOD BANK

13815 COIT ROAD
CLEVELAND,OH44110 		  PC NUTRITIONAL SUPPORT 5,000

CLEVELAND METROPARKS

4101 FULTON PARKWAY
CLEVELAND,OH44140 		  PC NATURE PRESERVATION 5,000

HOSPICE OF THE WESTERN RESERVE

300 EAST 185TH STREET
CLEVELAND,OH44119 		  PC AID TO TERMINALLY ILL 5,000

BELLEFAIRE

22001 FAIRMOUNT BLVD
CLEVELAND HTS,OH44118 		  PC AID TO NEEEY 5,000

PLANNED PARENTHOOD

206 EAST STATE ST
COLUMBUS,OH43215 		  PC EDUCATIONAL PROGRAMS 5,000

CLEVELAND PLAYHOUSE

1901 E 13TH ST
CLEVELAND,OH44114 		  PC ART EDUCATION AND COMMUNITY OUTREACH 5,000

CLEVELAND ANIMAL PROTECTIVE LEAGUE

1729 WILLEY AVE
CLEVELAND,OH44113 		  PC FOSTERING ANIMAL ADOPTION 5,000

FIELDSTONE FARM- THERAPEUTIC RIDING CENTER

16497 SNYDER RD
CHAGRIN FALLS,OH44023 		  PC THERAPY SUPPORT 5,000

LUTHERAN METROPOLITAN MINISTRY

4515 SUPERIOR AVE
CLEVELAND,OH44103 		  PC RELIGIOUS SUPPORT 5,000

CLEVELAND RAPE CRISIS CENTER

1370 ONTARIO STREET
CLEVELAND,OH44115 		  PC SUPPORT FOR ABUSED WOMEN 7,000

MALACHI HOUSE

2416 SUPERIOR AVE
CLEVELAND,OH44113 		  PC AID TO NEEDY 8,000

SALVATION ARMY OF CLEVELAND

2507 EAST 22ND STREET
CLEVELAND,OH44115 		  PC AID TO NEEDY 8,000

UNIVERSITY HOSPITALS - RAINBOW

11100 EUCLID AVE
CLEVELAND,OH44106 		  PC YOUTH CARE AND DEVELOPMENT 10,000

CLEVELAND CLINIC TAUSSIG CANCER CENTER

10201 CARNEGIE AVE
CLEVELAND,OH44106 		  PC CANCER SUPPORT 10,000
Total .................................right arrow 3a 236,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     18 149,777  
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 .....     14 348  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 18,493  
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) .. 0 168,618 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
168,618
(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:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 37,500 18,750 18,750 18,750

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Name of Bond End of Year Book Value End of Year Fair Market Value
MFB NORTHERN FUNDS FIXED 116,019 102,011
MFC FLEXSHARES ULTRA-SHORT 336,356 337,642
MFO BLACKROCK FDS HIGH YIELD 249,549 233,781
MFO BLACKROCK RUNDS V FLTG RATE INCOME 224,936 223,910
MFO DOUBLELINE CORE FIXED INCOME FUND 152,376 130,902
MFO VANGUARD INFLATION 82,523 66,661

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 16,127 23,225
ACCENTURE PLC 4,333 27,371
ADOBE SYSTEMS 8,952 42,359
ADYEN N V ADR 2,061 3,452
AIA GROUP 3,137 4,403
AIR LIQUIDE 1,404 3,389
AIRBNB INC CL A COM USD 28,663 26,547
ALCON AG COM 3,409 4,140
ALFA LAVAL 1,716 4,358
ALIGN TECHNOLOGY 1,666 6,302
ALLIANZ SE ADR 7,532 11,717
ALPHABET INC 14,446 49,466
AMAZON 84,352 89,037
AMBEV SA 3,006 2,887
ATLAS COPCO 1,550 5,318
AUTODESK 13,908 21,913
BANCO BILBAO 4,004 5,694
BHP GROUP LTD SPONSORED ADR 8,873 7,582
BIONTECH SE ADS (BNTX) 3,381 3,588
CANADIAN NATIONAL RY CO 1,415 3,015
CHUGAI PHARMACEUTICALS CO 6,454 9,312
CREDICORP LTD COM STK (BAP) 2,555 2,699
DAIFUKU CO 2,431 2,544
DASSAULT SYS 3,657 8,480
DBS GROUP HOLDINGS 4,955 10,126
ELI LILLY & CO COM 7,148 6,995
ENN ENERGY HOLDINGS LTD ADR 3,828 1,795
EPIROC AN UNSPOON ADS 2,005 4,274
FOMENTO 5,350 10,037
GARTNER INC 3,260 16,240
GDR ASSA ABLOY AB ADR (ASAZY) 2,532 3,336
GENMAB A/S SPONSORED ADR 4,206 3,311
HAIER SMART HOME CO LTD ADR 9,270 8,130
HALEON PLC ADR (HLN) 5,655 5,695
HDFC BK LTD 3,347 4,563
ICIC BK LTD 941 3,171
INFINEON TECHNOLOGIES 5,010 11,718
KOMATSU LTD 2,391 3,634
LINDE 1,610 4,107
LOREAL CO 4,727 9,245
MANULIFE FINANCIAL CORP 5,717 7,072
MASTERCARD 14,348 33,694
MFB NORTHERN EMERGING 29,888 33,981
MFB NORTHERN GLOBAL R/E 94,877 97,628
MFB NORTHERN STOCK INDEX 401,600 588,176
MFC DIMENSIONAL INTERNATIONAL VALUE 101,579 109,952
MFC FLEXSHARES MORNINGSTAR GBL 229,163 288,698
MFC FLEXSHARES STOXX GLOBAL 74,153 91,432
MFC ISHARES MSCI 119,252 150,700
MFC ISHARES RUSSELL 1000 321,467 355,288
MFC ISHARES RUSSELL 2000 29,606 128,454
MFC ISHARES RUSSELL MIDCAP 33,404 174,115
MFO DFA INVT DIMENSIONS 41,312 54,427
MICROSOFT 32,429 65,055
NESTLE 2,326 3,585
NETFILX 18,434 35,055
NIKE 2,494 11,726
NITORI HOLDINGS 3,401 2,766
NORTHERN FUNDS US GOV'T MONEY MARKET FUNDSINGLE CL 122,282 122,282
NOVO-NORDISK A S ADR (NVO) 12,469 13,759
NOVZYMES 2,023 2,141
PAYPAL HLDGS INC 30,150 24,380
PERUSAHAAN PERSEROAN PERSERO 2,980 3,246
PING AN AMERICAN INSURANCE SPONSORED 3,405 1,443
PJSC LUKOIL SPONSORED ADR 10,708 884
RIO TINTO PLC 3,442 5,510
ROCHE HOLDINGS 4,374 4,891
ROYAL DUTCH SHELL PLC 3,148 5,659
SALESFORCE COM INC 21,822 36,050
SAP SE 4,673 7,885
SCHNEIDER ELECTRIC 2,865 6,276
SERVICENOW INC 19,238 48,748
SHIMANO INC 2,301 2,128
SHIONOGI & CO LTD 3,374 3,077
SHISEIDO LTD 2,608 1,682
SONOA HOLDINGS 1,229 3,005
SONY GROUP CORPORATION SPON ADS EACH REPR 5,975 6,628
SYMRISE AG 2,154 3,604
SYSMEX CORP 2,516 2,304
TAIWAN SEMICONDUCTOR MRG CO 4,561 10,608
TENCENT HLDGS LTD 3,298 2,872
THERMO FISHER CORP 18,269 18,047
UNICHARM CORP 3,137 3,490
UNITEDHEALTH GROUP INC 13,904 23,165
VISA INC 11,847 31,763
WORKDAY INC CL A COM 12,819 16,011
XP INC COM 2,812 2,555
YANDEX 2,384 1,496
ZOETIS INC 7,016 17,763

TY 2023 OtherDecreasesSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Description Amount
ADJUSTMENT 3,412


TY 2023 OtherIncomeSchedule2
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 348 348 348


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NORTHERN TRUST CUSTODIAL FEES 33,755 33,755 33,755 0
NORTHERN TRUST INVESTMENT MGMT 5,649 5,649 5,649 0


TY 2023 TaxesSchedule
Name:
THE SK WELLMAN FOUNDATION
EIN:
34-6520032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,467 2,467 2,467 0
EXCISE TAX 3,658 3,658 3,658 0
OHIO FEE 200 0 0 200