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
E B LONG FOUNDATION UW FIFTH THIRD BANK
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 630858
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452630858
A Employer identification number

35-6028058
B Telephone number (see instructions)

(513) 534-5310
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$1,534,570J 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... 31,874 31,406  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 61
b Gross sales price for all assets on line 6a 274,408
7 Capital gain net income (from Part IV, line 2)... 61
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 31,935 31,467  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,991 17,842   3,149
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,820 1,410 0 1,410
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
588 480   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,401 19,732 0 4,559
25 Contributions, gifts, grants paid....... 70,000 70,000
26 Total expenses and disbursements. Add lines 24 and 25 94,401 19,732 0 74,559
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -62,466
b Net investment income (if negative, enter -0-) 11,735
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2 1 1
2 Savings and temporary cash investments......... 34,447 53,484 53,484
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 207,784 Click to see attachment
List of Attached Documents:
// Content
177,760 		169,803
b Investments—corporate stock (attach schedule)....... 526,567 Click to see attachment
List of Attached Documents:
// Content
476,251 		730,693
c Investments—corporate bonds (attach schedule)....... 227,565 Click to see attachment
List of Attached Documents:
// Content
256,103 		244,124
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).......... 343,701 Click to see attachment
List of Attached Documents:
// Content
313,708 		336,465
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) 1,340,066 1,277,307 1,534,570
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,340,066 1,277,307
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,340,066 1,277,307
30 Total liabilities and net assets/fund balances (see instructions). 1,340,066 1,277,307
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
1,340,066
2
Enter amount from Part I, line 27a .....................
2
-62,466
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7
4
Add lines 1, 2, and 3 ..........................
4
1,277,607
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
300
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,277,307
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 10000. US TREASURY NOTE 01/31/18 2.375 01/31/23   2021-11-29 2023-01-03
b 15000. UNITED STATES TREAS NTS 08/15/13 2.500 08/15/23   2021-10-05 2023-01-09
c .98 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MB   2000-10-24 2023-01-15
d .99 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MB   2000-10-24 2023-02-15
e . WELLS FARGO COMPANY     2023-02-24
10000. FANNIE MAE 07/10/20 0.250 07/10/23   2021-12-03 2023-03-06
61. AMERICAN INTL GROUP INC   2022-03-31 2023-03-13
9. AMERICAN INTL GROUP INC   2023-02-01 2023-03-13
166. AMERICAN INTL GROUP INC   2022-02-03 2023-03-13
.99 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MB   2000-10-24 2023-03-15
3. AMERICAN ELEC PWR INC COM   2023-02-01 2023-04-14
29. AMERICAN ELEC PWR INC COM   2022-11-18 2023-04-14
66. INTERNATIONAL BUSINESS MACHS CORP   2021-07-26 2023-04-14
3. INTERNATIONAL BUSINESS MACHS CORP   2023-02-01 2023-04-14
9. INTERNATIONAL BUSINESS MACHS CORP   2022-05-12 2023-04-14
2. INTERNATIONAL BUSINESS MACHS CORP   2021-08-19 2023-04-14
1. NORTHROP GRUMMAN CORP COM   2021-08-19 2023-04-14
24. NORTHROP GRUMMAN CORP COM   2021-07-26 2023-04-14
1. GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MBS   2000-10-24 2023-04-15
15000. US TREASURY NOTE 02/28/17 2.125 02/29/24   2021-12-21 2023-05-03
1.01 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2023-05-15
1.02 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2023-06-15
10. ABBVIE INC.   2022-12-21 2023-06-22
2. ADOBE SYSTEMS INCORPORATED   2022-05-18 2023-06-22
38. ALPHABET INC CAP STK CL A   2022-02-03 2023-06-22
20. AMAZON COM INC COM   2021-07-26 2023-06-22
3. AMAZON COM INC COM   2022-03-31 2023-06-22
8. AMERICAN ELEC PWR INC COM   2022-11-18 2023-06-22
1. AMERICAN TOWER CORPORATION   2021-08-19 2023-06-22
3. AMERICAN TOWER CORPORATION   2021-07-26 2023-06-22
41. APPLE COMPUTER INC   2021-07-26 2023-06-22
5. APPLIED MATLS INC   2020-01-14 2023-06-22
1. BERKSHIRE HATHAWAY INC DEL CL B   2021-08-19 2023-06-22
2. BERKSHIRE HATHAWAY INC DEL CL B   2013-08-28 2023-06-22
1. BLACKROCK INC   2023-02-01 2023-06-22
1. BLACKROCK INC   2020-01-14 2023-06-22
15. CVS CORP COM   2022-01-14 2023-06-22
4. CHEVRONTEXACO CORP   2023-02-01 2023-06-22
6. CHEVRONTEXACO CORP   2022-05-12 2023-06-22
3. CISCO SYS INC   2021-08-19 2023-06-22
23. CISCO SYS INC   2021-07-26 2023-06-22
16. COCA COLA CO   2023-02-01 2023-06-22
6. COCA COLA CO   2020-01-17 2023-06-22
6. COMCAST CORP CL A   2021-08-19 2023-06-22
21. COMCAST CORP CL A   2022-02-03 2023-06-22
9. DISNEY WALT CO (HOLDING COMPANY)   2021-07-26 2023-06-22
385.654 HARDING LOEVNER INTL EQUITY INST   2021-06-09 2023-06-22
1. HOME DEPOT INC   2023-02-01 2023-06-22
3. HOME DEPOT INC   2016-04-08 2023-06-22
6. HONEYWELL INTL INC   2022-12-21 2023-06-22
1. ILLINOIS TOOL WKS INC   2021-08-19 2023-06-22
1. ILLINOIS TOOL WKS INC   2021-07-26 2023-06-22
101. ISHARES CORE MSCI EMK ETF   2021-06-09 2023-06-22
2. J P MORGAN CHASE & CO   2021-08-19 2023-06-22
9. J P MORGAN CHASE & CO   2021-07-26 2023-06-22
2. JOHNSON & JOHNSON   2021-08-19 2023-06-22
7. JOHNSON & JOHNSON   2022-05-12 2023-06-22
2. LILLY ELI & CO COM   2023-04-14 2023-06-22
1. LOCKHEED MARTIN CORP   2023-02-01 2023-06-22
1. LOCKHEED MARTIN CORP   2022-05-18 2023-06-22
3. MARATHON PETROLEUM CORP   2023-04-14 2023-06-22
1. MASTERCARD INC   2023-02-01 2023-06-22
2. MASTERCARD INC   2022-05-18 2023-06-22
1. MCDONALDS CORP   2023-02-01 2023-06-22
4. MCDONALDS CORP   2022-02-03 2023-06-22
4. MICROSOFT CORP   2021-08-19 2023-06-22
15. MICROSOFT CORP   2021-07-26 2023-06-22
3. MORGAN STANLEY DEAN WITTER & CO   2021-08-19 2023-06-22
1. MORGAN STANLEY DEAN WITTER & CO   2023-02-01 2023-06-22
8. MORGAN STANLEY DEAN WITTER & CO   2021-07-26 2023-06-22
2. NEXTERA ENERGY INC   2021-08-19 2023-06-22
3. NEXTERA ENERGY INC   2023-02-01 2023-06-22
7. NEXTERA ENERGY INC   2002-07-24 2023-06-22
6. NIKE INC CL B   2022-01-21 2023-06-22
3. NVIDIA CORP   2021-08-19 2023-06-22
5. NVIDIA CORP   2021-07-26 2023-06-22
1. O REILLY AUTOMOTIVE INC   2021-08-20 2023-06-22
24. PFIZER INC   2022-06-07 2023-06-22
4. PIONEER NATURAL RESOURCES CO COM   2023-02-01 2023-06-22
3. PIONEER NATURAL RESOURCES CO COM   2021-07-26 2023-06-22
10. PROCTER & GAMBLE CO COM   2021-08-20 2023-06-22
5. PROLOGIS INC   2022-03-31 2023-06-22
2. S&P GLOBAL INC   2021-08-20 2023-06-22
1. SALESFORCE, INC.   2021-08-19 2023-06-22
4. SALESFORCE, INC.   2021-07-26 2023-06-22
1. SHERWIN WILLIAMS CO   2021-08-19 2023-06-22
2. SHERWIN WILLIAMS CO   2016-04-08 2023-06-22
5. TESLA, INC   2022-03-31 2023-06-22
4. TEXAS INSTRS INC COM   2021-07-26 2023-06-22
1. THERMO ELECTRON CORP COM   2020-01-14 2023-06-22
4. UNITED PARCEL SERVICE-CL B   2023-04-14 2023-06-22
15000. UNITED STATES TREAS NTS 04/30/17 2.000 04/30/24   2021-10-18 2023-06-22
1. UNITEDHEALTH GROUP INC   2023-02-01 2023-06-22
1. UNITEDHEALTH GROUP INC   2021-08-19 2023-06-22
2. UNITEDHEALTH GROUP INC   2021-07-26 2023-06-22
11. WAL MART STORES INC COM   2021-08-20 2023-06-22
2. WASTE MANAGEMENT INC   2023-02-01 2023-06-22
4. WASTE MANAGEMENT INC   2021-08-20 2023-06-22
13. WELLS FARGO COMPANY   2022-02-03 2023-06-22
4. ZOETIS INC   2022-01-21 2023-06-22
6. EATON CORP PLC SHS [QDI]   2023-04-14 2023-06-22
1. LINDE PLC COM ISIN# IE000S9YS762   2023-02-01 2023-06-22
1. LINDE PLC COM ISIN# IE000S9YS762   2022-05-12 2023-06-22
23. ALPHABET INC CAP STK CL A   2022-02-03 2023-07-12
26. APPLE COMPUTER INC   2021-07-26 2023-07-12
71. COMCAST CORP CL A   2022-02-03 2023-07-12
2. COMCAST CORP CL A   2023-02-01 2023-07-12
50. COMCAST CORP CL A   2017-04-11 2023-07-12
7. COMCAST CORP CL A   2016-11-15 2023-07-12
13. MCDONALDS CORP   2022-02-03 2023-07-12
2. MCDONALDS CORP   2022-01-21 2023-07-12
3. MICROSOFT CORP   2021-07-26 2023-07-12
4. MICROSOFT CORP   2022-05-12 2023-07-12
7. O REILLY AUTOMOTIVE INC   2021-08-20 2023-07-12
57. PIONEER NATURAL RESOURCES CO COM   2021-07-26 2023-07-12
1. PIONEER NATURAL RESOURCES CO COM   2021-08-19 2023-07-12
1.05 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2023-07-15
10000. UNITED STATES TREAS NTS 11/15/14 2.250 11/15/24   2021-10-05 2023-08-03
1.06 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2023-08-15
10000. FEDERAL HOME LOAN BANK 05/08/14 2.875 06/14/24   2021-12-03 2023-08-31
1.06 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2023-09-15
.9 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MBS   2000-10-24 2023-10-15
10000. UNITED STATES TREAS NTS 11/15/14 2.250 11/15/24   2021-10-05 2023-11-02
5000. US TREASURY NOTE 11/15/21 1.375 11/15/31   2022-12-19 2023-11-03
5000. US TREASURY NOTE 11/15/21 1.375 11/15/31   2023-08-31 2023-11-03
1.08 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2023-11-15
10000. BLACKROCK INC 03/18/14 3.500 03/18/24   2015-04-06 2023-11-27
1.09 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2023-12-15
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(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 9,988   10,247 -259
b 14,804   15,625 -821
c 1   1  
d 1   1  
e 37     37
9,831   9,950 -119
3,069   3,848 -779
453   551 -98
8,351   9,888 -1,537
1   1  
277   280 -3
2,681   2,651 30
8,428   9,016 -588
383   400 -17
1,149   1,191 -42
255   264 -9
470   361 109
11,282   8,601 2,681
1   1  
14,674   15,445 -771
1   1  
1   1  
1,367   1,615 -248
949   797 152
4,606   5,493 -887
2,571   4,197 -1,626
386   495 -109
680   731 -51
187   287 -100
562   852 -290
7,622   6,113 1,509
693   312 381
337   284 53
674   225 449
677   750 -73
677   520 157
1,040   1,591 -551
612   681 -69
918   984 -66
152   171 -19
1,167   1,277 -110
988   976 12
370   342 28
242   352 -110
848   1,047 -199
795   1,607 -812
10,000   11,755 -1,755
301   320 -19
902   403 499
1,200   1,283 -83
243   229 14
243   227 16
4,988   6,799 -1,811
280   307 -27
1,262   1,364 -102
330   356 -26
1,156   1,242 -86
920   748 172
463   461 2
463   434 29
333   392 -59
376   369 7
752   672 80
292   264 28
1,167   1,045 122
1,348   1,182 166
5,055   4,332 723
255   297 -42
85   98 -13
679   773 -94
151   169 -18
227   221 6
528   40 488
664   861 -197
1,292   588 704
2,153   962 1,191
932   606 326
927   1,284 -357
800   888 -88
600   434 166
1,498   1,451 47
591   816 -225
775   875 -100
211   252 -41
846   990 -144
246   302 -56
493   196 297
1,308   1,813 -505
686   754 -68
526   333 193
690   770 -80
14,585   15,526 -941
481   498 -17
481   424 57
961   826 135
1,712   1,666 46
333   307 26
666   612 54
534   720 -186
681   804 -123
1,174   969 205
372   329 43
372   300 72
2,735   3,325 -590
4,937   3,877 1,060
3,008   3,540 -532
85   79 6
2,119   1,868 251
297   235 62
3,842   3,396 446
591   509 82
1,013   866 147
1,350   1,016 334
6,793   4,245 2,548
12,303   8,238 4,065
216   138 78
1   1  
9,626   10,523 -897
1   1  
9,800   10,508 -708
1   1  
1   1  
9,692   10,523 -831
3,958   4,150 -192
3,958   3,983 -25
1   1  
9,933   10,681 -748
1   1  
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
      1,600
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       -259
b       -821
c        
d        
e       37
      -119
      -779
      -98
      -1,537
       
      -3
      30
      -588
      -17
      -42
      -9
      109
      2,681
       
      -771
       
       
      -248
      152
      -887
      -1,626
      -109
      -51
      -100
      -290
      1,509
      381
      53
      449
      -73
      157
      -551
      -69
      -66
      -19
      -110
      12
      28
      -110
      -199
      -812
      -1,755
      -19
      499
      -83
      14
      16
      -1,811
      -27
      -102
      -26
      -86
      172
      2
      29
      -59
      7
      80
      28
      122
      166
      723
      -42
      -13
      -94
      -18
      6
      488
      -197
      704
      1,191
      326
      -357
      -88
      166
      47
      -225
      -100
      -41
      -144
      -56
      297
      -505
      -68
      193
      -80
      -941
      -17
      57
      135
      46
      26
      54
      -186
      -123
      205
      43
      72
      -590
      1,060
      -532
      6
      251
      62
      446
      82
      147
      334
      2,548
      4,065
      78
       
      -897
       
      -708
       
       
      -831
      -192
      -25
       
      -748
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 61
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) 1 163
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........................... 3 163
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- ..... 5 163
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 108
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 108
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 55
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFIFTH THIRD BANK NA Telephone no.right arrow (513) 534-7001

Located atright arrow38 FOUNTAIN SQUARE PLAZA MD1090VDCINCINNATIOH ZIP+4right arrow45202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FIFTH THIRD BANK N A TRUSTEE
1 		20,991    
38 FOUNTAIN SQ PLAZA MD1090VD
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,412,406
b
Average of monthly cash balances.......................
1b
40,980
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,453,386
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
1,453,386
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
21,801
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,431,585
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
71,579
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
71,579
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
163
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
163
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
71,416
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
71,416
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
71,416
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
74,559
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
74,559
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 71,416
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 20,334
d From 2021...... 3,497
e From 2022...... 10,171
f Total of lines 3a through e ........ 34,002
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 74,559
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..... 71,416
e Remaining amount distributed out of corpus 3,143
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 37,145
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 ...... 		37,145
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 20,334
c Excess from 2021.... 3,497
d Excess from 2022.... 10,171
e Excess from 2023.... 3,143
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
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

ST MARYS MEDICAL CENTER OF EVANSVILLE
INC
3700 WASHINGTON AVE
EVANSVILLE,IN477140541 		NONE PC ANNUAL FUND 70,000
Total .................................right arrow 3a 70,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 31,874  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 61  
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) ..   31,935  
13Total. Add line 12, columns (b), (d), and (e)..................
13
31,935
(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:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,820 1,410   1,410

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Statement:
INDIANA DOES NOT REQUIRE A COPY OF FORM 990-PF

TY 2023 InvestmentsCorpBondsSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Name of Bond End of Year Book Value End of Year Fair Market Value
084670BS6 BERKSHIRE HATHAWAY I 25,073 24,309
09247XAL5 BLACKROCK INC 03/18/ 16,021 14,935
166764BL3 CHEVRON CORP SR NT 0 24,981 24,177
94974BGH7 WELLS FARGO & CO NEW 25,293 24,437
037833DP2 APPLE INC 09/11/19 2 10,191 9,042
06406RAL1 BANK NEW YORK MELLON 10,252 9,734
22160KAP0 COSTCO WHOLESALE COR 9,706 8,566
24422EVS5 DEERE JOHN CAP CORP 9,828 8,486
494368CD3 KIMBERLY-CLARK CORP 9,959 8,447
57636QAU8 MASTERCARD INC 11/18 9,949 8,434
713448FE3 PEPSICO INC SR NT 10 9,787 8,491
172967ML2 CITIGROUP INC 01/29/ 8,480 8,674
194162AP8 COLGATE PALMOLIVE CO 9,912 9,278
46647PBE5 JPMORGAN CHASE & CO 8,691 8,891
61746BEF9 MORGAN STANLEY FR 01 9,976 9,695
87612EBM7 TARGET CORP 01/24/22 9,983 9,330
89788MAC6 TRUIST FINL CORP SR 8,803 8,754
210518DS2 CONSUMERS ENERGY CO 9,981 10,063
437076CV2 HOME DEPOT INC 12/04 9,987 10,143
69371RS64 PACCAR FINL CORP MED 9,984 10,315
747525BQ5 QUALCOMM INC SR NT 4 9,266 9,923

TY 2023 InvestmentsCorpStockSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC CAP STK 16,033 41,767
023135106 AMAZON.COM INC 15,388 26,286
037833100 APPLE INC 10,621 56,604
038222105 APPLIED MATLS INC 4,248 11,021
084670702 BERKSHIRE HATHAWAY I 4,158 13,196
09247X101 BLACKROCK, INC 7,803 12,177
166764100 CHEVRON CORPORATION 7,225 13,126
191216100 COCA COLA CO 9,225 12,140
20030N101 COMCAST CORP CL A 5,545 7,235
254687106 DISNEY WALT CO 7,173 8,126
30303M102 META PLATFORMS INC C 8,952 10,265
437076102 HOME DEPOT INC 6,910 13,515
46625H100 JPMORGAN CHASE & CO 17,720 21,433
478160104 JOHNSON & JOHNSON 14,529 14,420
57636Q104 MASTERCARD INC 2,817 15,781
580135101 MCDONALDS CORP 5,487 10,971
594918104 MICROSOFT CORP 6,958 59,414
65339F101 NEXTERA ENERGY INC 712 7,653
67103H107 O REILLY AUTOMOTIVE 4,245 6,651
717081103 PFIZER INC 13,189 7,111
742718109 PROCTER & GAMBLE CO 13,937 15,240
824348106 SHERWIN WILLIAMS CO 4,220 13,412
883556102 THERMO FISHER SCIENT 6,651 10,616
17275R102 CISCO SYSTEMS INC 12,078 11,064
452308109 ILLINOIS TOOL WKS IN 6,122 7,072
459200101 INTERNATIONAL BUSINE    
617446448 MORGAN STANLEY 12,962 12,682
666807102 NORTHROP GRUMMAN COR    
67066G104 NVIDIA CORP 13,850 35,656
723787107 PIONEER NATURAL RESO    
78409V104 S&P GLOBAL INC 11,132 11,454
79466L302 SALESFORCE, INC. 10,473 12,631
88160R101 TESLA, INC 11,802 11,679
882508104 TEXAS INSTRS INC 7,146 6,477
91324P102 UNITEDHEALTH GROUP I 14,043 17,900
931142103 WALMART INC 14,902 16,080
94106L109 WASTE MGMT INC DEL 8,414 9,851
00287Y109 ABBVIE INC 15,825 15,187
00724F101 ADOBE SYS INC 11,558 17,301
025537101 AMERICAN ELEC PWR IN 7,313 6,498
026874784 AMERICAN INTL GROUP    
126650100 CVS HEALTH CORPORATI 14,184 10,818
438516106 HONEYWELL INTL INC 14,108 13,841
539830109 LOCKHEED MARTIN CORP 11,290 11,784
654106103 NIKE INC 9,008 6,840
949746101 WELLS FARGO & COMPAN 9,187 8,171
98978V103 ZOETIS INC 8,607 8,487
G5494J103 LINDE PLC COM    
09857L108 BOOKING HLDGS INC 5,597 7,094
11135F101 BROADCOM INC 8,919 11,163
30231G102 EXXON MOBIL CORP 7,668 7,199
532457108 LILLY (ELI) & CO 6,402 11,075
56585A102 MARATHON PETROLEUM C 3,264 3,709
806857108 SCHLUMBERGER LTD 4,593 4,215
911312106 UNITED PARCEL SVC IN 8,278 6,761
G29183103 EATON CORP PLC SHS S 8,079 12,041
G54950103 LINDE PLC COM ISIN# 5,701 7,803

TY 2023 InvestmentsGovtObligationsSch
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
US Government Securities - End of Year Book Value:

177,760
US Government Securities - End of Year Fair Market Value:

169,803
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
192476505 COHEN & STEERS REALT AT COST 20,670 22,574
36212MXP9 GN 538086 10/01/00 7 AT COST 72 73
412295107 HARDING LOEVNER INTL AT COST 44,037 46,788
464287200 ISHARES CORE S&P 500 AT COST 7,842 15,284
46434G103 ISHARES CORE MSCI EM AT COST 25,868 23,975
74253Q747 PRINCIPAL MIDCAP INS      
779562206 T. ROWE PRICE NEW HO AT COST 4,470 7,192
922908553 VANGUARD REAL ESTATE AT COST 32,131 46,036
03027X100 AMERICAN TOWER CORP AT COST 10,728 8,203
3135G05G4 FANNIE MAE 07/10/20      
464287499 ISHARES RUSSELL MIDC AT COST 20,056 19,743
464287655 ISHARES RUSSELL 2000 AT COST 9,988 8,631
46432F842 ISHARES CORE MSCI EA AT COST 109,840 99,475
317609295 SEAFARER OVERSEAS GR AT COST 11,000 11,962
74340W103 PROLOGIS INC AT COST 9,717 7,998
74256W584 PRINCIPAL MIDCAP CL AT COST 7,289 18,531

TY 2023 OtherDecreasesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Amount
COST BASIS ADJUSTMENTS 216
ACCRUED INTEREST CARRYOVER TO 2024 78
MUTUAL FUND EARNINGS 1
ROUNDING 5


TY 2023 OtherExpensesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 2 0   0


TY 2023 OtherIncreasesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Amount
PY ACCRUED INTEREST CARRYFORWARD TO 2023 7


TY 2023 TaxesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 108 0   0
FOREIGN TAXES ON QUALIFIED FOR 352 352   0
FOREIGN TAXES ON NONQUALIFIED 128 128   0