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
RUTH J & ROBERT A CONWAY FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)2948 ALPINE TERRACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45208
A Employer identification number

31-1575184
B Telephone number (see instructions)

(513) 236-4041
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$15,328,286J 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) 1,713,520
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 522,680 522,680  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -132,188
b Gross sales price for all assets on line 6a 3,444,401
7 Capital gain net income (from Part IV, line 2)... 0
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
-23,753 -23,753  
12 Total. Add lines 1 through 11........ 2,080,259 498,927  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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
25,757 12,879   12,878
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
109,438 109,438   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,696 2,684   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,688 89   2,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 147,579 125,090   15,378
25 Contributions, gifts, grants paid....... 9,746,010 9,746,010
26 Total expenses and disbursements. Add lines 24 and 25 9,893,589 125,090   9,761,388
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,813,330
b Net investment income (if negative, enter -0-) 373,837
c Adjusted net income (if negative, enter -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............. 17,397 50,384 50,384
2 Savings and temporary cash investments......... 1,538,878 2,637,753 2,637,753
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) 494,800 0 0
b Investments—corporate stock (attach schedule)....... 9,108,491 Click to see attachment
List of Attached Documents:
// Content
5,628,575 		11,644,046
c Investments—corporate bonds (attach schedule)....... 2,827,588 Click to see attachment
List of Attached Documents:
// Content
873,604 		872,514
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).......... 218,428 Click to see attachment
List of Attached Documents:
// Content
114,175 		123,589
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) 14,205,582 9,304,491 15,328,286
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 14,205,582 9,304,491
29 Total net assets or fund balances (see instructions)..... 14,205,582 9,304,491
30 Total liabilities and net assets/fund balances (see instructions). 14,205,582 9,304,491
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
14,205,582
2
Enter amount from Part I, line 27a .....................
2
-7,813,330
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,912,239
4
Add lines 1, 2, and 3 ..........................
4
9,304,491
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,304,491
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 PUBLICLY TRADED SECURITES P 2023-01-01 2023-12-31
b PUBLICLY TRADED SECURITES P 2011-07-06 2023-12-31
c 5 AM VENTURES - SHORT TERM GAIN P 2023-01-01 2023-12-31
d 5 AM VENTURES - LONG TERM GAIN P 2022-12-31 2023-12-31
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 2,541   2,448 93
b 3,441,066   3,574,141 -133,075
c 327     327
d 467     467
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       93
b       -133,075
c       327
d       467
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 -132,188
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 5,196
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 5,196
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 5,196
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
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
8 302
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 2,502
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,502 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowMARY LOIS CONWAY Telephone no.right arrow (513) 236-4041

Located atright arrow2948 ALPINE TERRACECINCINNATIOH ZIP+4right arrow45208
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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowCJ
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
TIM CONWAY TRUSTEE
5.00 		0 0 0
8188 DEVONSHIRE PLACE
MAINEVILLE,OH45039
JUDY WIMBERG TRUSTEE
5.00 		0 0 0
308 E 8TH ST 4TH FLOOR
CINCINNATI,OH45202
ROBERT CONWAY JR SECRETARY
5.00 		0 0 0
3570 BAYARD DRIVE
CINCINNATI,OH45208
MARY LOIS CONWAY DRATH PRESIDENT
5.00 		0 0 0
2948 ALPINE TERRACE
CINCINNATI,OH45208
MARY RUTH SMYJUNAS TREASURER
5.00 		0 0 0
9064 RIDGEWAY CLOSE
CINCINNATI,OH45236
SISTER CARREN HERRING TRUSTEE
5.00 		0 0 0
308 E 8TH ST 4TH FLOOR
CINCINNATI,OH45202
SEAN CONWAY TRUSTEE
5.00 		0 0 0
3980 ROSE HILL AVENUE
CINCINNATI,OH45229
JOSEPH A CONWAY TRUSTEE
5.00 		0 0 0
2412 INGLESIDE AVE UNIT 5A
CINCINNATI,OH45206
SHEILA CONWAY TRUSTEE
5.00 		0 0 0
9174 AMBERCREEK DRIVE
CINCINNATI,OH45237
KATHLEEN BELL TRUSTEE
5.00 		0 0 0
7033 BEECH HOLLOW DRIVE
CINCINNATI,OH45236
LIZ CARTER TRUSTEE
5.00 		0 0 0
308 E 8TH ST 4TH FLOOR
CINCINNATI,OH45202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
OSBORN WILLIAMS & DONOHOE INVESTMENT MANAGEMENT 108,489
312 WALNUT ST STE 1000
CINCINNATI,OH45202
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 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
19,852,539
b
Average of monthly cash balances.......................
1b
1,747,095
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
21,599,634
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
21,599,634
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
323,995
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,275,639
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,063,782
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
1,063,782
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,196
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,196
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,058,586
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,058,586
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
1,058,586
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
9,761,388
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
9,761,388
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 1,058,586
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 208,735
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......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 9,761,388
a Applied to 2022, but not more than line 2a 208,735
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..... 1,058,586
e Remaining amount distributed out of corpus 8,494,067
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 8,494,067
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 ...... 		8,494,067
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 8,494,067
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:
RUTH J ROBERT A CONWAY FOUNDATION I
2948 ALPINE TERRACE
CINCINNATI,OH45208
(513) 236-4041
CONWAYFOUNDATION8@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION MUST BE REQUESTED IN WRITING
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RECIPIENTS MUST BE PUBLIC CHARITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ATHENAEUM OF OHIO

6616 BEECHMONT AVE
CINCINNATI,OH45230 		NONE PC GENERAL SUPPORT 25,000

ATRIUM HOSPITAL FOUNDATION

7800 PROVIDENCE ROAD SUITE 208
CHARLOTTE,NC28226 		NONE PC GENERAL SUPPORT 10,000

BETHANY HOUSE SERVICES INC

1841 FAIRMONT AVENUE
CINCINNATI,OH45214 		NONE PC GENERAL SUPPORT 10,000

BLOC MINISTRIES INC

911 W 8TH STREET
CINCINNATI,OH45203 		NONE PC GENERAL SUPPORT 5,000

BLUE'S MEWS

273 FAIRWAY DR
FAIRBORN,OH45324 		NONE PC GENERAL SUPPORT 5,000

CARING PLACE

5950 MONTGOMERY RD
CINCINNATI,OH45213 		NONE PC GENERAL SUPPORT 25,000

CASA DE PAZ

702 SHAFFER RD
FAIRDALE,KY40118 		NONE PC GENERAL SUPPORT 15,000

CENTER FOR RESPITE CARE

3550 WASHINGTON AVENUE
CINCINNATI,OH45229 		NONE PC GENERAL SUPPORT 30,000

CHRIST TEMPLE BAPTIST CHURCH

3060 DURRELL AVE
CINCINNATI,OH45207 		NONE PC GENERAL SUPPORT 5,000

CINCINNATI PUBLIC RADIO INC WVXU

1223 CENTRAL PARKWAY
CINCINNATI,OH45214 		NONE PC GENERAL SUPPORT 10,000

CINCINNATI RECYCLING AND REUSE HUB

911 EVANS STREET
CINCINNATI,OH45204 		NONE PC GENERAL SUPPORT 25,000

CINCINNATI SHAKESPEARE COMPANY

719 RACE ST
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 10,000

CINCINNATI WORKS INC

708 WALNUT STREET SUITE 200
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 10,000

CISE FOUNDATION

100 E EIGHT STREET
CINCINNATI,OH45202 		NONE SO II GENERAL SUPPORT 5,000

CREATIVE AGING CINCINNATI

PO BOX 428638
CINCINNATI,OH45242 		NONE PC GENERAL SUPPORT 5,000

DEPAUL CRISTO REY HIGH SCHOOL

1133 CLIFTON HILLS AVENUE
CINCINNATI,OH45220 		NONE PC GENERAL SUPPORT 5,000

FENWICK HIGH SCHOOL

4855 STATE ROUTE 122
FRANKLIN,OH45005 		NONE PC GENERAL SUPPORT 25,000

FREESTORE FOOD BANK INC

1141 CENTRAL PARKWAY
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 10,000

HELP PROGRAM

1600 MADISON RD
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 10,000

IMAGO

700 ENRIGHT AVENUE
CINCINNATI,OH45205 		NONE PC GENERAL SUPPORT 22,500

JOSEPH A CONWAY FIDELITY CHARITABLE

2412 INGLESIDE APT 5
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 513,443

JOSEPH A CONWAY FIDELITY CHARITABLE

2412 INGLESIDE APT 5
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 2,306,727

KATHLEEN CONWAY BELL FIDELITY CHARITABLE

7033 BEECH HOLLOW DR
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 513,443

KATHLEEN CONWAY BELL FIDELITY CHARITABLE

7033 BEECH HOLLOW DR
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 2,306,727

KENNEDY HEIGHTS ART CENTER

6546 MONTGOMERY ROAD
CINCINNATI,OH45213 		NONE PC GENERAL SUPPORT 25,000

LA SOUPE INC

119 CLEVELAND AVENUE
MILFORD,OH45150 		NONE PC GENERAL SUPPORT 60,000

LIGHTHOUSE YOUTH SERVICES

401 E MCMILLAN ST
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 10,000

LYDIA'S HOUSE INC

7413 THOMAS DRIVE
CINCINNATI,OH45243 		NONE PC GENERAL SUPPORT 25,000

MERCY NEIGHBORHOOD MINISTRIES

1602 MADISON ROAD SUITE 200
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 15,000

MIAMI UNIVERSITY OF OHIO

725 E CHESTNUT ST
OXFORD,OH45056 		NONE PC GENERAL SUPPORT 25,000

MOUNT NOTRE DAME HIGH SCHOOL

711 E COLUMBIA AVE
CINCINNATI,OH45215 		NONE PC GENERAL SUPPORT 60,000

NEUROFIT GYM

4155 TONYA TRAIL
HAMILTON,OH45011 		NONE PC GENERAL SUPPORT 2,000

NEW YORK PUBLIC RADIO

160 VARICK STREET
NEW YORK,NY10013 		NONE PC GENERAL SUPPORT 10,000

NOTRE DAME HEALTH CENTER

699 E COLUMBIA AVE
CINCINNATI,OH45215 		NONE PC GENERAL SUPPORT 5,000

OVER-THE-RHINE MUSEUM

3 W MCMICKEN AVE
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 25,000

PINK RIBBON GIRLS

32 E MAIN ST
TIPPY CITY,OH45371 		NONE PC GENERAL SUPPORT 10,000

PREGNANCY CENTER EAST

4760 MADISON ROAD
CINCINNATI,OH45227 		NONE PC GENERAL SUPPORT 3,000

PROKIDS

2605 BURNET AVENUE
CINCINNATI,OH45219 		NONE PC GENERAL SUPPORT 5,000

PROSPECT HOUSE

682 HAWTHORNE AVE
CINCINNATI,OH45205 		NONE PC GENERAL SUPPORT 30,000

ROBERT A CONWAY JR FIDELITY CHARITABLE

5725 DRAGON WAY STE 217
CINCINNATI,OH45227 		NONE PC GENERAL SUPPORT 513,443

ROBERT A CONWAY JR FIDELITY CHARITABLE

5725 DRAGON WAY STE 217
CINCINNATI,OH45227 		NONE PC GENERAL SUPPORT 2,306,727

ROSE GARDEN HOME MISSION

2023 PEARL ST
COVINGTON,KY41014 		NONE PC GENERAL SUPPORT 15,000

SANTA MARIA COMMUNITY SERVICES

617 STEINER AVENUE
CINCINNATI,OH45204 		NONE PC GENERAL SUPPORT 130,000

SISTERS OF MERCY FOR CINCINNATI

2301 GRANDVIEW AVENUE
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 10,000

SISTERS OF NOTRE DAME DE NAMUR

701 E COLUMBIA AVE
CINCINNATI,OH45215 		NONE PC GENERAL SUPPORT 15,000

ST CLEMENT SCHOOL

4534 VINE STREET
ST BERNARD,OH45217 		NONE PC GENERAL SUPPORT 10,000

ST MARGARET OF YORK

9499 COLUMBIA RD
LOVELAND,OH45140 		NONE PC GENERAL SUPPORT 10,000

ST URSULA HIGH SCHOOL

1339 EAST MCMILLIAN STREET
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 200,000

ST VINCENT DE PAUL CINCINNATI

1125 BANK STREET
CINCINNATI,OH45214 		NONE PC GENERAL SUPPORT 110,000

ST VINCENT DE PAUL NORTHERN KENTUCKY

2655 CRESCENT SPRINGS ROAD
COVINGTON,KY41017 		NONE PC GENERAL SUPPORT 20,000

ST XAVIER HIGH SCHOOL

600 W NORTH BEND ROAD
CINCINNATI,OH45224 		NONE PC GENERAL SUPPORT 25,000

SWEET CHEEKS DIAPER BANK

1400 STATE AVE
CINCINNATI,OH45204 		NONE PC GENERAL SUPPORT 5,000

TALBERT HOUSE

2600 VICTORY PARKWAY
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 10,000

UNIVERSITY OF CINCINNATI FOUNDATION

PO BOX 19970
CINCINNATI,OH45219 		NONE PC GENERAL SUPPORT 88,000

UNIVERSITY OF DETROIT MERCY

4001 W MCNICHOLS ROAD
DETROIT,MI48221 		NONE PC GENERAL SUPPORT 20,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		NONE PC GENERAL SUPPORT 10,000

XAVIER UNIVERSITY

3800 VICTORY PARKWAY
CINCINNATI,OH45207 		NONE PC GENERAL SUPPORT 30,000
Total .................................right arrow 3a 9,746,010
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 ....     14 522,680  
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 -132,188  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aALPINE MOUNTAIN RANCH - ORDINARY INCOME 		    14 -13,457  
bSOUTHEAST LANDCO - ORDINARY INCOME     14 -10,403  
cSOUTHEAST LANDCO - 1231 GAIN     18 -241  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 366,739 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
366,739
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
RUTH J & ROBERT A CONWAY FOUNDATION
INC
Employer identification number

31-1575184
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
RUTH J & ROBERT A CONWAY FOUNDATION
INC 		Employer identification number
31-1575184
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ROBERT A CONWAY TRUST
 
9064 RIDGEWAY CLOSE
 
CINCINNATI, OH45236

$ 1,713,520


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
RUTH J & ROBERT A CONWAY FOUNDATION
INC 		Employer identification number

31-1575184
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
RUTH J & ROBERT A CONWAY FOUNDATION
INC 		Employer identification number

31-1575184
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DELOITTE TAX LLP 25,757 12,879   12,878

TY 2023 InvestmentsCorpBondsSchedule
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES TIPS BOND 544,757 526,701
ISHARES IBOXX INVST GRADE CRP BOND 328,847 345,813

TY 2023 InvestmentsCorpStockSchedule
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOT LABORATORIES 81,413 102,915
ABBVIE INC 97,030 174,341
ALPHABET INC 70,362 528,488
AMAZON 22,554 398,843
AMERICAN TOWER CORP 31,217 66,923
AMERICAN WATER WORKS CO INC 46,578 205,904
AMERIPRISE FINL INC 67,313 189,915
AMETEK INC 25,933 82,445
APPLE INC COM 42,413 336,928
APPLIED MATERIALS INC 40,218 151,535
ATMOS ENERGY CORP 65,798 144,875
BANK OF AMERICA CORP 118,854 126,263
BERKSHIRE HATHAWAY INC CL B 109,155 222,913
BLACKROCK INC 69,899 125,829
BOOZ ALLEN HAMILTON HOLDING 77,412 119,596
CATERPILLAR INC 124,885 211,404
CHENIERE ENERGY 38,070 106,694
CHEVRON CORPORATION 109,335 149,160
CME GROUP INC 54,320 131,625
COCA COLA COMPANY 44,259 110,494
COMCAST CORP CLASS A 73,417 101,294
CONSTELLATION BRANDS INC A 47,618 60,438
CORNING INC 57,910 51,308
COSTCO WHSL CORP 36,561 204,625
CVS HEALTH CORP 52,409 78,960
DANAHER CORP 48,003 216,303
DEERE CO 47,751 73,976
DONALDSON CO INC 47,651 61,102
DUPONT DE NEMOURS INC WI 54,971 86,546
ELECTRONIC ARTS INC COM 79,230 102,608
EQUINIX INC 85,284 100,674
EXXON MOBIL CORP 107,318 143,471
FIDELITY NATIONAL INFO SERV 46,805 37,544
HOME DEPOT INC 58,940 107,431
HONEYWELL INTERNATIONAL INC 44,158 65,010
HUBBELL INC 74,006 184,201
ILLINOIS TOOL WORKS INC 66,173 81,201
INTL FLAVORS FRAGRANCES 56,992 57,489
IQVIA HOLDINGS INC 46,005 71,728
JOHNSON JOHNSON 44,472 112,853
KEURIG DR PEPPER INC 46,661 51,979
LOWES CO INC 48,068 139,094
MARATHON PETROLEUM CORP 63,216 231,442
MERCK CO INC 74,784 136,275
MICROSOFT CORP COM 53,663 470,050
NEXTERA ENERGY INC 22,885 189,813
NIKE INC 36,765 67,856
NVIDIA CORP 37,443 433,318
PROCTER GAMBLE CO 38,110 91,588
ROCKWELL AUTOMATION INC 92,302 116,430
RPM INTERNATIONAL INC 45,316 118,328
SCHWAB CHARLES CORP 41,761 107,328
SEMPRA COM 79,084 112,095
SHERWIN WILLIAMS CO 77,096 149,712
STRYKER CORP 57,332 92,833
TELEDYNE TECHNOLOGIES INC 63,115 66,944
THERMO FISHER SCIENTIFIC INC 68,077 132,698
TJX COMPANIES INC 106,933 146,344
UNION PACIFIC CORP COM 21,164 122,810
UNITEDHEALTH GROUP INC COM 33,139 131,618
VERTEX PHARMACEUTICALS INC COM 61,782 101,723
VISA INC COM CL A 48,401 162,719
WALMART INC COM 63,381 137,944
WEC ENERGY GROUP INC COM 112,534 99,741
ZOETIS INC CL A 84,467 129,277
ACCENTURE PLC IRELAND SHS CLASS A 38,193 75,446
APTIV PLC SHS 90,085 61,458
BROOKFIELD ASSET MANAGMT LTD CL A 12,778 37,559
CHUBB LIMITED COM 52,135 113,000
DIAGEO PLC SPONSORED A D R 59,454 72,830
LINDE PLC SHS 61,296 154,016
MEDTRONIC PLC SHS 85,127 92,678
NESTLE SA SPONSORED A D R 102,349 216,806
SCHLUMBERGER LTD COM STK 72,704 136,605
TRANE TECHNOLOGIES PLC 44,169 121,950
ALERIAN MLP ETF 174,271 186,025
ALBEMARIE CORP 78,388 62,849
BOEING CO 59,491 80,805
CDW CORP 72,551 98,884
CISCO SYSTEMS INC 100,155 94,725
CORTEVA INC COM 78,306 59,900
FIFTH THIRD BANCORP 62,253 86,225
INTL BUSINESS MACHINES CORP 174,840 204,438
KENVUE INC COM 48,206 64,482
OMNICOM GROUP INC 40,908 48,446
PALANTIR TECHNOLOGIES INC 28,670 32,194
SYSCO CORP 95,772 91,413
VERALTO CORP COM SHS 6,303 25,501

TY 2023 InvestmentsOtherSchedule2
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SOUTHEAST LANDCO ACQUISITION FUND, LLC AT COST 60,619 42,226
5 AM VENTURES II LP AT COST 35,849 64,624
MOON CAPITAL GLOBAL EQUITY AT COST 17,707 16,739

TY 2023 OtherExpensesSchedule
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
5AM VENTURES - PORTFOLIO DEDUCTIONS 89 89   0
ADR FEES 99 0   0
IGNITE PHILANTHROPY 2,500 0   2,500


TY 2023 OtherIncomeSchedule2
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION SETTLEMENT - GSE BONDS ANTITRUST LITIGATION 35 35 35
CLASS ACTION SETTLEMENT - JP MORGAN ADR FX SETTLEMENT 32 32 32
CLASS ACTION SETTLEMENT - BANK OF NEW YORK MELLON ADR FX SETTLEMENT 3 3 3
MISCELLANEOUS INCOME 242 242 242
5AM VENTURES - OTHER INCOME 36 36 36
ALPINE MOUNTAIN RANCH - ORDINARY INCOME -13,457 -13,457 -13,457
SOUTHEAST LANDCO - ORDINARY INCOME -10,403 -10,403 -10,403
SOUTHEAST LANDCO - 1231 GAIN -241 -241 -241


TY 2023 OtherIncreasesSchedule
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Description Amount
UNREALIZED GAIN ON ASSETS DONATED 2,711,974
MISCELLANEOUS ADJUSTMENT 200,265


TY 2023 OtherProfessionalFeesSchedule
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 109,438 109,438   0


TY 2023 TaxesSchedule
Name:
RUTH J & ROBERT A CONWAY FOUNDATION
 
INC
EIN:
31-1575184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,684 2,684   0
FEDERAL TAXES 7,012 0   0