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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DALE AND ALYCE SHEELY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-7012061
B Telephone number (see instructions)

(330) 742-7021
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$19,256,265J 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) 1,193,639
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 557,537 557,537  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 106,278
b Gross sales price for all assets on line 6a 4,204,049
7 Capital gain net income (from Part IV, line 2)... 106,278
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........ 1,857,454 663,815  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 142,013 71,006   71,006
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
1,250 0 0 1,250
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
9,718 4,774   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 153,181 75,780 0 72,456
25 Contributions, gifts, grants paid....... 556,000 556,000
26 Total expenses and disbursements. Add lines 24 and 25 709,181 75,780 0 628,456
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,148,273
b Net investment income (if negative, enter -0-) 588,035
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,890,735 183,228 183,228
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,849,255 Click to see attachment
List of Attached Documents:
// Content
9,716,708 		11,000,716
c Investments—corporate bonds (attach schedule)....... 6,930,615 Click to see attachment
List of Attached Documents:
// Content
7,947,526 		8,072,321
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,670,605 17,847,462 19,256,265
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........ 16,670,605 17,847,462
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)..... 16,670,605 17,847,462
30 Total liabilities and net assets/fund balances (see instructions). 16,670,605 17,847,462
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
16,670,605
2
Enter amount from Part I, line 27a .....................
2
1,148,273
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
34,251
4
Add lines 1, 2, and 3 ..........................
4
17,853,129
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,667
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,847,462
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 150000. US TREASURY N/B 2.75% 02/28/2025   2023-09-25 2024-01-30
b 300000. US TREASURY N/B 2.75% 02/28/2025   2023-09-25 2024-02-22
c 197.99991 ADOBE SYS INC W/1 RT/SH   2023-09-19 2024-03-01
d 34.00009 ADOBE SYS INC W/1 RT/SH   2023-11-20 2024-03-01
e 1. ADVANCED MICRO DEVICES INC W/1   2023-09-19 2024-03-01
1. AMAZON.COM INC   2023-09-19 2024-03-01
20. BOOKING HLDGS INC   2023-09-19 2024-03-01
4. ISHARES S & P MIDCAP 400   2023-09-19 2024-03-01
1. J P MORGAN CHASE & CO   2023-09-19 2024-03-01
1. ELI LILLY & CO   2023-09-19 2024-03-01
1. MCDONALDS CORP   2023-09-19 2024-03-01
1079. NEXTERA ENERGY, INC   2023-09-19 2024-03-01
331. PNC FINANCIAL CORP   2023-11-17 2024-03-01
355. PEPSICO INC   2023-09-19 2024-03-01
2. SPDR INDEX SHS FDS   2023-09-19 2024-03-01
198. UNITEDHEALTH GROUP INC   2023-09-19 2024-03-01
1. VALERO ENERGY   2023-09-19 2024-03-01
5. VANGUARD TAX-MANAGED INTL FD   2023-09-19 2024-03-01
2. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2024-03-01
2. WAL-MART STORES, INC.   2023-09-19 2024-03-01
125000. US TREASURY N/B 4% 07/31/2030   2023-09-25 2024-03-08
200000. US TREASURY N/B 2.75% 02/28/2025   2023-09-25 2024-04-03
30. GE VERNOVA INC.   2023-09-19 2024-04-11
120. GE VERNOVA INC.   2023-10-19 2024-04-11
2. ALPHABET INC   2023-09-19 2024-04-25
1. AMAZON.COM INC   2023-09-19 2024-04-25
34. AMERICAN ELECTRIC POWER CO INC   2023-09-19 2024-04-25
1. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2024-04-25
1. ANALOG DEVICES   2023-09-19 2024-04-25
37.99961 APPLE COMPUTER   2023-10-19 2024-04-25
282.00039 APPLE COMPUTER   2023-09-19 2024-04-25
44. APPLIED MATERIALS INC   2024-03-01 2024-04-25
22. ATMOS ENERGY CORP   2023-09-19 2024-04-25
45. BOSTON SCIENTIFIC CORP   2023-09-19 2024-04-25
1. EOG RESOURCES INC   2023-09-19 2024-04-25
1. EMERSON ELECTRIC CO   2023-09-19 2024-04-25
1. EXXON MOBIL CORP COM   2023-09-19 2024-04-25
1. GENERAL ELEC CO   2023-09-19 2024-04-25
11. ISHARES S & P MIDCAP 400   2023-09-19 2024-04-25
3. ISHARES S & P SMALLCAP 600   2023-09-19 2024-04-25
1. J P MORGAN CHASE & CO   2023-09-19 2024-04-25
64. ELI LILLY & CO   2023-09-19 2024-04-25
1. LOWES COMPANIES INC   2024-03-01 2024-04-25
1. MICROSOFT CORP   2023-09-19 2024-04-25
1. NVIDIA CORP   2023-09-19 2024-04-25
1. PALO ALTO NETWORKS INC   2023-12-21 2024-04-25
1. PARKER HANNIFIN CORP   2023-09-19 2024-04-25
1. ROCKWELL INTL CORP NEW   2023-09-19 2024-04-25
9. SPDR INDEX SHS FDS   2023-09-19 2024-04-25
38. SYNOPSYS INC W/1 RT/SH   2023-09-19 2024-04-25
81. SYNOPSYS INC W/1 RT/SH   2023-11-20 2024-04-25
1. T-MOBILE US INC   2023-09-19 2024-04-25
1. TESLA INC   2023-09-19 2024-04-25
2. US BANCORP DEL NEW   2023-12-21 2024-04-25
1. VALERO ENERGY   2023-09-19 2024-04-25
23. VANGUARD TAX-MANAGED INTL FD   2023-09-19 2024-04-25
6. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2024-04-25
181. VISA INC   2023-09-19 2024-04-25
106. VISA INC   2023-11-20 2024-04-25
2. WAL-MART STORES, INC.   2023-09-19 2024-04-25
1. ACCENTURE PLC-CL A   2023-09-19 2024-04-25
1. CHUBB LTD   2023-09-19 2024-04-25
1. ALPHABET INC   2023-09-19 2024-06-18
1. AMERICAN ELECTRIC POWER CO INC   2023-09-19 2024-06-18
1. ATMOS ENERGY CORP   2023-09-19 2024-06-18
1. BERKSHIRE HATHAWAY CL-B   2023-09-28 2024-06-18
1. BOSTON SCIENTIFIC CORP   2023-09-19 2024-06-18
525. COMCAST CORP NEW   2023-09-19 2024-06-18
1956. COMCAST CORP NEW   2023-12-19 2024-06-18
230. DISNEY (WALT) CO   2023-11-17 2024-06-18
359. DISNEY (WALT) CO   2023-12-19 2024-06-18
1. EMERSON ELECTRIC CO   2023-09-19 2024-06-18
1. EXXON MOBIL CORP COM   2023-09-19 2024-06-18
1. INTUITIVE SURGICAL INC   2023-09-19 2024-06-18
4. ISHARES S & P MIDCAP 400   2023-09-19 2024-06-18
1. ISHARES S & P SMALLCAP 600   2023-09-19 2024-06-18
298. J P MORGAN CHASE & CO   2023-09-19 2024-06-18
145. J P MORGAN CHASE & CO   2023-12-19 2024-06-18
338.99997 LOWES COMPANIES INC   2024-03-01 2024-06-18
46.00003 LOWES COMPANIES INC   2024-03-01 2024-06-18
168. MCDONALDS CORP   2023-09-19 2024-06-18
246. MCDONALDS CORP   2023-12-19 2024-06-18
1. MICROSOFT CORP   2023-09-19 2024-06-18
1. PALO ALTO NETWORKS INC   2023-12-21 2024-06-18
83. PARKER HANNIFIN CORP   2023-09-19 2024-06-18
124. PARKER HANNIFIN CORP   2023-12-19 2024-06-18
1. RTX CORP   2024-04-25 2024-06-18
3. SPDR INDEX SHS FDS   2023-09-19 2024-06-18
126. SALESFORCE.COM INC   2023-09-19 2024-06-18
184. SALESFORCE.COM INC   2023-12-19 2024-06-18
1. STRYKER CORP   2024-03-01 2024-06-18
1. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2024-06-18
1. US BANCORP DEL NEW   2023-12-21 2024-06-18
1. VALERO ENERGY   2023-09-19 2024-06-18
10. VANGUARD TAX-MANAGED INTL FD   2023-09-19 2024-06-18
2. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2024-06-18
1. WAL-MART STORES, INC.   2023-09-19 2024-06-18
162. AES CORP   2024-06-18 2024-07-19
19. ADVANCED MICRO DEVICES INC W/1   2023-09-19 2024-07-19
33. ALPHABET INC   2023-09-19 2024-07-19
53. AMAZON.COM INC   2023-09-19 2024-07-19
33. AMERICAN ELECTRIC POWER CO INC   2023-09-19 2024-07-19
7. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2024-07-19
12. ANALOG DEVICES   2023-09-19 2024-07-19
26. APPLE COMPUTER   2023-09-19 2024-07-19
15. APPLIED MATERIALS INC   2024-03-01 2024-07-19
12. ATMOS ENERGY CORP   2023-09-19 2024-07-19
4. BERKSHIRE HATHAWAY CL-B   2023-09-28 2024-07-19
50. BOSTON SCIENTIFIC CORP   2023-09-19 2024-07-19
16. BROADCOM INC   2023-12-21 2024-07-19
27. CHIPOTLE MEXICAN GRILL INC CLASS A   2023-09-19 2024-07-19
12. CONSTELLATION BRANDS INC CL A   2023-09-19 2024-07-19
2. COSTCO WHOLESALE CORP   2023-09-19 2024-07-19
3. CROWDSTRIKE HOLDINGS INC - A   2024-06-18 2024-07-19
15. EOG RESOURCES INC   2023-09-19 2024-07-19
33. EMERSON ELECTRIC CO   2023-09-19 2024-07-19
20. EXXON MOBIL CORP COM   2023-09-19 2024-07-19
1. EXXON MOBIL CORP COM   2023-09-19 2024-07-19
17. FACEBOOK INC CL-A   2023-09-19 2024-07-19
14. GENERAL ELEC CO   2023-09-19 2024-07-19
21. INTUITIVE SURGICAL INC   2023-09-19 2024-07-19
7. ELI LILLY & CO   2023-10-19 2024-07-19
5. LOCKHEED MARTIN (COMMON STOCK)   2023-09-19 2024-07-19
19. M & T BANK CORP   2023-09-19 2024-07-19
24. MICROSOFT CORP   2023-09-19 2024-07-19
2. MICRON TECHNOLOGY INC   2024-06-18 2024-07-19
4. NETFLIX INC   2023-09-19 2024-07-19
73. NVIDIA CORP   2023-09-19 2024-07-19
2. O'REILLY AUTOMOTIVE INC   2024-06-18 2024-07-19
19. ORACLE CORP   2024-06-18 2024-07-19
19. PALO ALTO NETWORKS INC   2023-12-21 2024-07-19
10. PROCTER & GAMBLE CO   2023-09-19 2024-07-19
21. RTX CORP   2024-04-25 2024-07-19
7. ROCKWELL INTL CORP NEW   2023-09-19 2024-07-19
595. SPDR INDEX SHS FDS   2023-09-19 2024-07-19
5. SERVICENOW INC   2023-09-19 2024-07-19
82. SHERWIN WILLIAMS CO   2024-06-18 2024-07-19
16. STRYKER CORP   2024-03-01 2024-07-19
14. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2024-07-19
12. T-MOBILE US INC   2023-09-19 2024-07-19
5. TARGET CORP   2024-03-01 2024-07-19
12. TESLA INC   2023-09-19 2024-07-19
3. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2024-07-19
15. US BANCORP DEL NEW   2023-12-21 2024-07-19
1. US BANCORP DEL NEW   2023-12-21 2024-07-19
26. VALERO ENERGY   2023-09-19 2024-07-19
2384. VANGUARD TAX-MANAGED INTL FD   2023-09-19 2024-07-19
12. VISA INC   2023-12-19 2024-07-19
31. WAL-MART STORES, INC.   2023-09-19 2024-07-19
19. ZOETIS INC   2023-11-17 2024-07-19
8. ACCENTURE PLC-CL A   2023-09-19 2024-07-19
1. ACCENTURE PLC-CL A   2023-09-19 2024-07-19
7. LINDE PLC   2023-11-17 2024-07-19
10. CHUBB LTD   2023-09-19 2024-07-19
1623. CHIPOTLE MEXICAN GRILL INC CLASS A   2023-09-19 2024-08-09
900.0004 CHIPOTLE MEXICAN GRILL INC CLASS A   2024-02-20 2024-08-09
321.9996 CHIPOTLE MEXICAN GRILL INC CLASS A   2024-04-11 2024-08-09
676. NVIDIA CORP   2023-09-19 2024-08-09
505.00018 TARGET CORP   2024-03-01 2024-08-09
64.99982 TARGET CORP   2024-03-01 2024-08-09
243.99997 TESLA INC   2023-09-19 2024-08-09
211. TESLA INC   2024-02-20 2024-08-09
58.00003 TESLA INC   2023-09-19 2024-08-09
225000. US TREASURY N/B 2.75% 02/28/2025   2023-09-25 2024-08-28
160. AES CORP   2024-06-18 2024-09-12
24. ADVANCED MICRO DEVICES INC W/1   2023-09-19 2024-09-12
38. ALPHABET INC   2023-09-19 2024-09-12
34. AMAZON.COM INC   2023-09-19 2024-09-12
41. AMERICAN ELECTRIC POWER CO INC   2023-09-19 2024-09-12
11. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2024-09-12
14. ANALOG DEVICES   2023-09-19 2024-09-12
29. APPLE COMPUTER   2023-09-19 2024-09-12
24. APPLIED MATERIALS INC   2024-03-01 2024-09-12
16. ATMOS ENERGY CORP   2023-09-19 2024-09-12
8. BERKSHIRE HATHAWAY CL-B   2023-09-28 2024-09-12
59. BOSTON SCIENTIFIC CORP   2023-09-19 2024-09-12
32. BROADCOM INC   2023-12-21 2024-09-12
13. CONSTELLATION BRANDS INC CL A   2023-09-19 2024-09-12
5. COSTCO WHOLESALE CORP   2023-09-19 2024-09-12
5. CROWDSTRIKE HOLDINGS INC - A   2024-06-18 2024-09-12
16. EOG RESOURCES INC   2023-09-19 2024-09-12
29. ELECTRONIC ARTS INC   2024-08-09 2024-09-12
26. EMERSON ELECTRIC CO   2023-09-19 2024-09-12
30. EXXON MOBIL CORP COM   2023-09-19 2024-09-12
12. FACEBOOK INC CL-A   2023-09-19 2024-09-12
12. FISERV INC   2023-09-19 2024-09-12
24. GENERAL ELEC CO   2023-09-19 2024-09-12
10. INTUITIVE SURGICAL INC   2023-09-19 2024-09-12
263. ISHARES S & P MIDCAP 400   2023-09-19 2024-09-12
70. ISHARES S & P SMALLCAP 600   2023-09-19 2024-09-12
12. J P MORGAN CHASE & CO   2024-01-19 2024-09-12
7. ELI LILLY & CO   2023-10-19 2024-09-12
4. LOCKHEED MARTIN (COMMON STOCK)   2023-09-19 2024-09-12
23. M & T BANK CORP   2023-09-19 2024-09-12
25. MICROSOFT CORP   2023-09-19 2024-09-12
16. MICRON TECHNOLOGY INC   2024-06-18 2024-09-12
5. NETFLIX INC   2023-09-19 2024-09-12
79. NVIDIA CORP   2023-11-20 2024-09-12
2. O'REILLY AUTOMOTIVE INC   2024-06-18 2024-09-12
2. O'REILLY AUTOMOTIVE INC   2024-06-18 2024-09-12
20. ORACLE CORP   2024-06-18 2024-09-12
12. PALO ALTO NETWORKS INC   2023-12-21 2024-09-12
22. PROCTER & GAMBLE CO   2023-09-19 2024-09-12
12. QUALCOMM INC   2024-08-09 2024-09-12
33. RTX CORP   2024-04-25 2024-09-12
8. ROCKWELL INTL CORP NEW   2023-09-19 2024-09-12
183. SPDR INDEX SHS FDS   2023-09-19 2024-09-12
4. SERVICENOW INC   2023-09-19 2024-09-12
6. SHERWIN WILLIAMS CO   2024-06-18 2024-09-12
11. STRYKER CORP   2024-03-01 2024-09-12
19. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2024-09-12
14. T-MOBILE US INC   2023-09-19 2024-09-12
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2024-09-12
3. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2024-09-12
29. US BANCORP DEL NEW   2023-12-21 2024-09-12
1. US BANCORP DEL NEW   2023-12-21 2024-09-12
23. VALERO ENERGY   2023-09-19 2024-09-12
473. VANGUARD TAX-MANAGED INTL FD   2023-09-19 2024-09-12
360. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2024-09-12
66. VERIZON COMMUNICATIONS   2024-08-09 2024-09-12
10. VISA INC   2023-12-19 2024-09-12
37. WAL-MART STORES, INC.   2023-09-19 2024-09-12
13. ZOETIS INC   2023-11-17 2024-09-12
11. ACCENTURE PLC-CL A   2023-09-19 2024-09-12
6. LINDE PLC   2023-11-17 2024-09-12
11. CHUBB LTD   2023-09-19 2024-09-12
125000. LENNAR CORP   2023-09-22 2024-10-04
250000. US TREASURY N/B 4.25% 10/15/2025   2024-04-11 2024-10-23
6392. AES CORP   2024-06-18 2024-11-22
1. AMAZON.COM INC   2023-09-19 2024-11-22
1. APPLE COMPUTER   2023-09-19 2024-11-22
710. APPLIED MATERIALS INC   2024-03-01 2024-11-22
257. APPLIED MATERIALS INC   2024-05-24 2024-11-22
206. CONSTELLATION BRANDS INC CL A   2023-12-19 2024-11-22
132. CONSTELLATION BRANDS INC CL A   2024-05-24 2024-11-22
176. CONSTELLATION BRANDS INC CL A   2023-09-19 2024-11-22
1. FACEBOOK INC CL-A   2023-09-19 2024-11-22
1. ISHARES S & P MIDCAP 400   2023-09-19 2024-11-22
60. ELI LILLY & CO   2023-12-19 2024-11-22
49. ELI LILLY & CO   2023-10-19 2024-11-22
617. MICRON TECHNOLOGY INC   2024-06-18 2024-11-22
1. PROCTER & GAMBLE CO   2023-09-19 2024-11-22
1. SPDR INDEX SHS FDS   2023-09-19 2024-11-22
1. VALERO ENERGY   2023-09-19 2024-11-22
2. VANGUARD TAX-MANAGED INTL FD   2023-10-19 2024-11-22
2. VANGUARD INTL EQUITY INDEX FDS   2023-09-19 2024-11-22
125000. MORGAN STANLEY   2023-09-21 2024-12-13
(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 146,854   144,732 2,122
b 293,320   289,465 3,855
c 111,520   112,589 -1,069
d 19,150   20,854 -1,704
e 199   103 96
177   137 40
69,287   65,308 3,979
231   205 26
186   148 38
768   573 195
292   277 15
59,173   63,120 -3,947
48,737   46,296 2,441
57,994   59,837 -1,843
83   80 3
94,927   102,031 -7,104
143   142 1
244   227 17
83   80 3
117   109 8
124,478   120,586 3,892
195,867   192,977 2,890
4,138   2,881 1,257
16,552   12,514 4,038
304   276 28
169   137 32
2,929   2,740 189
172   200 -28
197   179 18
6,439   6,690 -251
47,788   50,315 -2,527
8,563   9,137 -574
2,588   2,516 72
3,285   2,389 896
135   129 6
109   98 11
121   117 4
157   92 65
629   563 66
313   291 22
193   148 45
46,455   37,149 9,306
226   243 -17
389   329 60
794   437 357
285   301 -16
538   389 149
273   286 -13
358   362 -4
19,899   17,915 1,984
42,416   44,078 -1,662
164   142 22
162   267 -105
82   86 -4
165   142 23
1,103   1,042 61
248   240 8
49,119   43,253 5,866
28,766   26,699 2,067
120   109 11
308   316 -8
243   213 30
176   140 36
88   81 7
117   114 3
407   358 49
76   53 23
19,501   23,189 -3,688
72,653   77,030 -4,377
23,272   21,898 1,374
36,325   37,247 -922
107   104 3
110   127 -17
431   300 131
233   205 28
106   97 9
58,640   44,489 14,151
28,533   24,480 4,053
77,158   80,898 -3,740
10,470   11,195 -725
42,108   45,768 -3,660
61,658   69,497 -7,839
448   329 119
318   301 17
42,159   33,087 9,072
62,985   62,928 57
105   101 4
125   126 -1
29,024   27,229 1,795
42,385   51,653 -9,268
346   351 -5
110   89 21
39   44 -5
154   142 12
497   453 44
88   80 8
68   54 14
2,770   3,074 -304
2,926   1,951 975
5,904   4,547 1,357
9,715   7,278 2,437
3,072   2,659 413
1,473   1,407 66
2,843   2,146 697
5,876   5,211 665
3,237   3,358 -121
1,475   1,372 103
1,758   1,433 325
3,832   2,654 1,178
2,610   1,799 811
1,438   1,034 404
2,965   3,129 -164
1,684   1,129 555
915   1,173 -258
1,969   1,928 41
3,839   3,248 591
2,370   2,341 29
119   130 -11
8,200   5,195 3,005
2,222   1,287 935
9,470   6,293 3,177
6,106   4,122 1,984
2,375   2,129 246
3,171   2,393 778
10,524   7,884 2,640
233   314 -81
2,574   1,591 983
8,757   3,189 5,568
2,070   2,108 -38
2,649   2,727 -78
6,307   5,713 594
1,683   1,529 154
2,171   2,125 46
1,908   2,014 -106
25,930   23,918 2,012
3,728   2,855 873
26,400   24,600 1,800
5,352   5,618 -266
1,583   1,248 335
2,191   1,708 483
752   766 -14
2,939   3,219 -280
1,610   1,718 -108
667   649 18
44   45 -1
3,855   3,695 160
120,208   108,019 12,189
3,222   3,113 109
2,191   1,687 504
3,399   3,343 56
2,661   2,528 133
333   334 -1
3,100   2,863 237
2,624   2,133 491
90,388   68,753 21,635
50,123   50,306 -183
17,933   19,229 -1,296
70,462   28,944 41,518
67,827   77,723 -9,896
8,730   9,941 -1,211
47,896   56,597 -8,701
41,418   40,244 1,174
11,385   15,256 -3,871
222,768   217,099 5,669
2,904   3,101 -197
3,597   2,465 1,132
5,856   5,236 620
6,305   4,669 1,636
4,206   3,304 902
2,581   2,197 384
3,100   2,503 597
6,450   5,512 938
4,402   5,372 -970
2,154   1,830 324
3,605   2,867 738
4,908   3,132 1,776
5,266   3,599 1,667
3,254   3,390 -136
4,553   2,821 1,732
1,280   1,955 -675
1,891   2,057 -166
4,187   4,254 -67
2,629   2,559 70
3,330   3,524 -194
6,269   3,667 2,602
2,075   1,447 628
4,078   2,206 1,872
4,906   2,997 1,909
15,664   13,470 2,194
7,786   6,785 1,001
2,479   2,042 437
6,499   4,122 2,377
2,269   1,703 566
3,790   2,896 894
10,572   8,212 2,360
1,394   2,515 -1,121
3,430   1,989 1,441
9,422   3,987 5,435
2,226   2,108 118
2,226   2,298 -72
3,213   2,871 342
4,137   3,608 529
3,811   3,364 447
1,973   1,961 12
3,954   3,339 615
2,058   2,317 -259
8,662   7,352 1,310
3,546   2,284 1,262
2,229   1,800 429
4,031   3,863 168
2,240   1,693 547
2,811   1,993 818
610   573 37
1,829   1,935 -106
1,271   1,252 19
44   46 -2
3,080   3,269 -189
24,231   20,912 3,319
15,872   14,421 1,451
2,871   2,678 193
2,846   2,594 252
2,932   2,013 919
2,467   2,287 180
3,819   3,490 329
2,783   2,454 329
3,162   2,346 816
124,713   122,450 2,263
249,932   247,002 2,930
84,292   119,520 -35,228
198   137 61
229   182 47
123,608   148,314 -24,706
44,743   52,865 -8,122
49,298   52,148 -2,850
31,589   32,143 -554
42,118   42,954 -836
559   306 253
66   51 15
45,094   35,786 9,308
36,827   29,240 7,587
63,341   90,824 -27,483
174   153 21
46   40 6
140   154 -14
98   85 13
90   80 10
124,476   120,939 3,537
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       2,122
b       3,855
c       -1,069
d       -1,704
e       96
      40
      3,979
      26
      38
      195
      15
      -3,947
      2,441
      -1,843
      3
      -7,104
      1
      17
      3
      8
      3,892
      2,890
      1,257
      4,038
      28
      32
      189
      -28
      18
      -251
      -2,527
      -574
      72
      896
      6
      11
      4
      65
      66
      22
      45
      9,306
      -17
      60
      357
      -16
      149
      -13
      -4
      1,984
      -1,662
      22
      -105
      -4
      23
      61
      8
      5,866
      2,067
      11
      -8
      30
      36
      7
      3
      49
      23
      -3,688
      -4,377
      1,374
      -922
      3
      -17
      131
      28
      9
      14,151
      4,053
      -3,740
      -725
      -3,660
      -7,839
      119
      17
      9,072
      57
      4
      -1
      1,795
      -9,268
      -5
      21
      -5
      12
      44
      8
      14
      -304
      975
      1,357
      2,437
      413
      66
      697
      665
      -121
      103
      325
      1,178
      811
      404
      -164
      555
      -258
      41
      591
      29
      -11
      3,005
      935
      3,177
      1,984
      246
      778
      2,640
      -81
      983
      5,568
      -38
      -78
      594
      154
      46
      -106
      2,012
      873
      1,800
      -266
      335
      483
      -14
      -280
      -108
      18
      -1
      160
      12,189
      109
      504
      56
      133
      -1
      237
      491
      21,635
      -183
      -1,296
      41,518
      -9,896
      -1,211
      -8,701
      1,174
      -3,871
      5,669
      -197
      1,132
      620
      1,636
      902
      384
      597
      938
      -970
      324
      738
      1,776
      1,667
      -136
      1,732
      -675
      -166
      -67
      70
      -194
      2,602
      628
      1,872
      1,909
      2,194
      1,001
      437
      2,377
      566
      894
      2,360
      -1,121
      1,441
      5,435
      118
      -72
      342
      529
      447
      12
      615
      -259
      1,310
      1,262
      429
      168
      547
      818
      37
      -106
      19
      -2
      -189
      3,319
      1,451
      193
      252
      919
      180
      329
      329
      816
      2,263
      2,930
      -35,228
      61
      47
      -24,706
      -8,122
      -2,850
      -554
      -836
      253
      15
      9,308
      7,587
      -27,483
      21
      6
      -14
      13
      10
      3,537
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 2 106,278
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 8,174
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 8,174
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 8,174
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,840
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 2,840
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 5,334
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? 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
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 742-7021

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
DALE SHEELY SR CHAIRMAN
1 		0    
12955 CROUSE
NORTH LIMA,OH44552
ALYCE SHEELY DIRECTOR
1 		0    
12955 CROUSE
NORTH LIMA,OH44452
HUNTINGTON NATIONAL BANK TRUSTEE
1 		142,013    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
16,711,043
b
Average of monthly cash balances.......................
1b
2,124,014
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,835,057
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
18,835,057
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
282,526
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,552,531
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
927,627
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
927,627
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,174
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,174
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
919,453
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
919,453
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
919,453
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
628,456
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
628,456
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 919,453
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 103,091
c From 2021...... 121,238
d From 2022...... 26,751
e From 2023...... 0
f Total of lines 3a through e ........ 251,080
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 628,456
a Applied to 2023, 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 2024 distributable amount..... 628,456
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 251,080 251,080
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		39,917
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

WORD IN ACTION MINISTRY

150 9TH ST
CAMPBELL,OH44405 		NONE PC GENERAL OPERATING 2,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 36,000

PHILLIPS CHRISTIAN CHURCH

35459 SALEM GRANGE RD
SALEM,OH444609424 		NONE PC GENERAL OPERATING 2,000

TRINITY FRIENDS CHURCH

33937 STATE ROUTE 30
LISBON,OH444329799 		NONE PC GENERAL OPERATING 2,000

CHIPPEWA ALLIANCE CHURCH

3629 37TH STREET EXT
BEAVER FALLS,PA15010 		NONE PC GENERAL OPERATING 2,000

ST MARYS CHURCH

124 NORTH BEAVER STREET
NEW CASTLE,PA16101 		NONE PC GENERAL OPERATING 2,000

CHIPPEWA UNITED METHODIST CHURCH

2545 DARLINGTON RD
BEAVER FALLS,PA15010 		NONE PC GENERAL OPERATING 2,000

GREATER LIBERTY BAPTIST CHURCH

6209 DESMOND ST
CINCINNATI,OH452271925 		NONE PC GENERAL OPERATING 2,000

HOLY TRINITY LUTHERAN CHURCH

50 N PROSPEECT ST
AKRON,OH44304 		NONE PC GENERAL OPERATING 2,000

PARADISE UNITED CHURCH OF CHRIST

619 E MAIN ST
LOUISVILLE,OH446411701 		NONE PC GENERAL OPERATING 2,000

POLAND PRESBYTERIAN CHURCH

2 POLAND MNR
POLAND,OH445142057 		NONE PC GENERAL OPERATING 2,000

FIRST UNITED METHODIST CHURCH

201 W HIGH AVENUE
NEW PHILADELPHIA,OH44663 		NONE PC GENERAL OPERATING 6,000

EAST FAIRFIELD UNITED METHODIST CHURCH

45675 STATE ROUTE 558
NEW WATERFORD,OH444459754 		NONE PC GENERAL OPERATING 2,000

CANFIELD CHRISTIAN CHURCH

123 S BROAD ST
CANFIELD,OH44406 		NONE PC GENERAL OPERATING 2,000

GREENFORD CHRISTIAN CHURCH

PO BOX 53
GREENFORD,OH444220053 		NONE PC GENERAL OPERATING 2,000

TABERNACLE BAPTIST CHURCH

707 TABERNACLE BLVD
YOUNGSTOWN,OH445101607 		NONE PC GENERAL OPERATING 2,000

ROGERS ASSEMBLY OF GOD

PO BOX 338
ROGERS,OH444550338 		NONE PC GENERAL OPERATING 2,000

AUSTINTOWN BAPTIST CHURCH

1180 S RACCOON RD
YOUNGSTOWN,OH445153528 		NONE PC GENERAL OPERATING 2,000

LOCUST GROVE BAPTIST CHURCH

12015 WASHINGTONVILLE RD
SALEM,OH444609246 		NONE PC GENERAL OPERATING 2,000

NEW SPRINGFIELD CHURCH OF GOD

3649 E GARFIELD RD
NEW SPRINGFLD,OH444439743 		NONE PC GENERAL OPERATING 2,000

CORNERSBURG BAPTIST CHURCH

3898 TIPPECANOE RD
YOUNGSTOWN,OH445113310 		NONE PC GENERAL OPERATING 2,000

CORNERSTONE PRESBYTERIAN CHURCH

471 MATHEWS RD
BOARDMAN,OH445123029 		NONE PC GENERAL OPERATING 2,000

BRIDGE OF HOPE ASSEMBLY OF GOD

7580 GLENWOOD AVE
YOUNGSTOWN,OH445125421 		NONE PC GENERAL OPERATING 2,000

SALEM WESLEYAN METHODIST CHURCH

1095 NEWGARDEN AVE
SALEM,OH444603676 		NONE PC GENERAL OPERATING 2,000

GRACE UNITED CHURCH OF CHRIST

933 MAIN AVENUE WEST
MASSILLON,OH44647 		NONE PC GENERAL OPERATING 2,000

BETHEL LUTHERAN CHURCH

4501 HOOVER RD
GROVE CITY,OH43123 		NONE PC GENERAL OPERATING 2,000

FIRST PRESBYTERIAN CHURCH OF WARREN

256 MAHONING AVE NEW
WARREN,OH444834603 		NONE PC GENERAL OPERATING 2,000

ST PAULS LUTHERAN CHURCH

PO BOX 167
LEETONIA,OH44431 		NONE PC GENERAL OPERATING 3,000

AUSTINTOWN COMMUNITY CHURCH

242 S CANFIELD NILES RD
YOUNGSTOWN,OH44515 		NONE PC GENERAL OPERATING 2,000

STABILITY IN CRISIS MINISTRY

11836 SOUTH AVENUE
NORTH LIMA,OH444528588 		NONE PC GENERAL OPERATING 2,000

AKRON CHILDRENS MUSEUM

216 S MAIN ST
AKRON,OH44308 		NONE PC GENERAL OPERATING 36,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC GENERAL OPERATING 36,000

HIGHWAY TABERNACLE CHURCH

OLD HWY 69
CARDIN,OK743350000 		NONE PC GENERAL OPERATING 2,000

IMACULATE HEART OF MARY

526 W RAYEN AVE
YOUNGSTOWN,OH44515 		NONE PC GENERAL OPERATING 2,000

JEHOVAHS WITNESSES

3390 SE MILWAUKIE AVE
PORTLAND,OH972021775 		NONE PC GENERAL OPERATING 2,000

FIRST PRESBYTERIAN CHURCH OF

1000 S PARK VICTORIA DR
MILPITAS,CA950356994 		NONE PC GENERAL OPERATING 2,000

CALVARY BAPTIST CHURCH

1779 DEPOT ST
SALEM,OH44460 		NONE PC GENERAL OPERATING 4,000

CANFIELD OPERATION BLESSING

PO BOX 652
CANFIELD,OH44406 		NONE PC GENERAL OPERATING 2,000

CANFIELD UNITED METHODIST CHURCH

27 S BROAD STREET
CANFIELD,OH44406 		NONE PC GENERAL OPERATING 2,000

CENTRAL BAPTIST CHURCH

1301 NORTH ROAD
NILES,OH44446 		NONE PC GENERAL OPERATING 2,000

COLUMBIANA BAPTIST CHURCH

44420 HECK RD
COLUMBIANA,OH44408 		NONE PC GENERAL OPERATING 2,000

COLUMBIANA CHURCH OF CHRIST

1 E COUNTY LINE RD PO BOX 385
COLUMBIANA,OH44408 		NONE PC GENERAL OPERATING 2,000

CORNERSTONE ASSEMBLY OF GOD

11634 MARKET ST
NORTH LIMA,OH44523 		NONE PC GENERAL OPERATING 2,000

EMMANUEL EVANGELICAL UNITED

PO BOX 406
EAST PALESTINE,OH44413 		NONE PC GENERAL OPERATING 2,000

FIRST ASSEMBLY OF GOD

1317 DARLINGTON RD
BEAVER FALLS,PA15010 		NONE PC GENERAL OPERATING 4,000

FIRST CHURCH OF CHRIST

210 W MARTIN ST
EAST PALESTINE,OH44413 		NONE PC GENERAL OPERATING 2,000

FIRST CHURCH OF THE NAZARENE

1900 CANFIELD RD
YOUNGSTOWN,OH44511 		NONE PC GENERAL OPERATING 2,000

GOOD HOPE LUTHERAN CHURCH

98 HOMESTEAD DR
YOUNGSTOWN,OH44512 		NONE PC GENERAL OPERATING 4,000

GREENFORD LUTHERAN CHURCH

7450 W SOUTH RANGE RD
GREENFORD,OH44422 		NONE PC GENERAL OPERATING 2,000

HOLY FAMILY CHURCH

2731 CENTER ST
POLAND,OH44514 		NONE PC GENERAL OPERATING 2,000

HOLY TRINITY EPISCOPAL CHURCH

310 E LINCOLN WAY
LISBON,OH44432 		NONE PC GENERAL OPERATING 2,000

INFANT JESUS OF PRAGUE BYZANTINE

7754 SOUTH AVE
BOARDMAN,OH44512 		NONE PC GENERAL OPERATING 2,000

JERUSALEM LUTHERAN CHURCH

415 S MAIN ST
COLUMBIANA,OH44408 		NONE PC GENERAL OPERATING 2,000

LAKE MOUNT CHURCH OF CHRIST

6290 STATE RTE 7
NEW WATERFORD,OH44445 		NONE PC GENERAL OPERATING 2,000

LEETONIA MENNONITE CHURCH

764 COLUMBIA ST
LEETONIA,OH44431 		NONE PC GENERAL OPERATING 2,000

MEMORIAL BAPTIST CHURCH

56 WATER ST
POLAND,OH44514 		NONE PC GENERAL OPERATING 2,000

MIDWAY MENNONITE CHURCH

13376 COLUMBIANA - CANFIELD RD
COLUMBIANA,OH44408 		NONE PC GENERAL OPERATING 2,000

MT ZION UNITED METHODIST CHURCH

49255 PANCAKE-CLARKSON RD
ROGERS,OH44455 		NONE PC GENERAL OPERATING 2,000

NEW LIFE ASSEMBLY OF GOD

2250 E WESTERN RESERVE RD
POLAND,OH44514 		NONE PC GENERAL OPERATING 3,000

NEW WATERFORD UNITED METHODIST

46925 S STATE ST
NEW WATERFORD,OH44445 		NONE PC GENERAL OPERATING 2,000

NORTH LIMA MENNONITE CHURCH

90 MENNONITE DR
NORTH LIMA,OH44452 		NONE PC GENERAL OPERATING 2,000

OUR LADY OF LOURDES

180 7TH STREET
COLUMBIANA,OH44408 		NONE PC GENERAL OPERATING 2,000

OUR LADY OF THE HOLY ROSARY

131 E WOOD ST
LOWELLVILLE,OH44436 		NONE PC GENERAL OPERATING 2,000

POLAND UNITED METHODIST CHURCH

1940 BOARDMAN-POLAND RD
POLAND,OH44514 		NONE PC GENERAL OPERATING 2,000

PRINCE OF PEACE LUTHERAN CHURCH

2985 CENTER RD
POLAND,OH44514 		NONE PC GENERAL OPERATING 2,000

SALEM PILGRIM CHURCH

1647 N ELLWORTH AVE
SALEM,OH44460 		NONE PC GENERAL OPERATING 2,000

SOCIETY OF ST PAUL

PO BOX 595
CANFIELD,OH44406 		NONE PC GENERAL OPERATING 2,000

ST JUDE PARISH

180 SEVENTH STREET
COLUMBIANA,OH44408 		NONE PC GENERAL OPERATING 2,000

ST MATTHIAS CHURCH

915 CORNELL STREET
YOUNGSTOWN,OH44507 		NONE PC GENERAL OPERATING 2,000

ST PAUL APOSTLE CATHOLIC CHURCH

10143 MAIN ST
NEW MIDDLETOWN,OH44442 		NONE PC GENERAL OPERATING 2,000

STRUTHERS CHURCH OF CHRIST

PO BOX 99
STRUTHERS,OH44471 		NONE PC GENERAL OPERATING 2,000

STRUTHERS PRESBYTERIAN CHURCH

1110 POLAND AVE
STRUTHERS,OH44471 		NONE PC GENERAL OPERATING 2,000

TABERNACLE EVANGELICAL

2423 S RACCOON ROAD
AUSTINTOWN,OH44515 		NONE PC GENERAL OPERATING 2,000

THE UPPER ROOM FELLOWSHIP

500 SPONSELLER RD
COLUMBIANA,OH44408 		NONE PC GENERAL OPERATING 2,000

TRINITY UNITED METHODIST CHURCH

1581 CAMBRIDGE BLVD
COLUMBUS,OH43212 		NONE PC GENERAL OPERATING 4,000

ASSEMBLY OF GOD

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

CENTENARY UNITED METHODIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

CHURCH OF THE NAZARENE

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 6,000

CRESTVIEW C C C

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

FIRST CHRISTIAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 6,000

FIRST FRIENDS CHURCH OF SALEM

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

FIRST UNITED PRESBYTERIAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 4,000

PARKMAN ROAD CHURCH OF CHRIST

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

POLAND VILLAGE BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

SOUTH RANGE C C C

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST MARKS LUTHERAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST PATRICKS CHURCH OF HUBBARD

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

UNITED METHODIST CHURCH OF SALEM

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ZION HILL CHURCH OF THE BRETHREN

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ARCHANGEL MICHAEL GREEK ORTHODOX CHURCH

401 12TH ST
CAMPBELL,OH44405 		NONE PC GENERAL OPERATING 2,000

BETHEL ASSEMBLY OF GOD

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

BETHEL CHRUCH OF THE BRETHEREN

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

BETHEL EVANGELICAL FRIENDS CHURCH

2771 SPITLER RD
POLAND,OH44514 		NONE PC GENERAL OPERATING 2,000

BEAVER FALLS CHRISTIAN ASSEMBLY

1317 DARLINGTON RD
BEAVER FALLS,PA15010 		NONE PC GENERAL OPERATING 2,000

BIBLE BAPTIST TEMPLE

230 LETTIE AVE
CAMPBELL,OH44405 		NONE PC GENERAL OPERATING 2,000

BOARDMAN BAPTIST TEMPLE

1207 SHIELDS RD
YOUNGSTOWN,OH44511 		NONE PC GENERAL OPERATING 4,000

CANNELTON BAPTIST CHURCH

313 RIDGE RD
DARLINGTON,PA16115 		NONE PC GENERAL OPERATING 2,000

CUP EP CHURCH

530 BLACKHAWK RD
BEAVER FALLS,PA15010 		NONE PC GENERAL OPERATING 2,000

CHRISTIAN ASSEMBLY CHURCH

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

CHRIST LUTHERAN CHURCH

2314 E MAIN ST
BEXLEY,OH43209 		NONE PC GENERAL OPERATING 2,000

CHURCH OF CHRIST

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

COLLEGE HILL REFORMED CHURCH

3217 COLLEGE AVE
BEAVER FALLS,PA15010 		NONE PC GENERAL OPERATING 2,000

CHURCH OF THE ROCK

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

CENTRAL UNITED METHODIST - BEAVER FALLS

1227 6TH AVE
BEAVER FALLS,PA15010 		NONE PC GENERAL OPERATING 2,000

EMMANUEL LUTHERAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

EMMANUEL MINISTRIES

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ENON PRESBYTERIAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

EVANGEL BAPTIST CHURCH

5248 SOUTHERN BLVD
YOUNGSTOWN,OH44512 		NONE PC GENERAL OPERATING 2,000

FIRST PRESBYTERIAN CHURCH OF SALEM

436 E 2ND ST
SALEM,OH44460 		NONE PC GENERAL OPERATING 2,000

FREEDOM METHODIST COMMUNITY CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

FIRST FREE METHODIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

FIRST BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

FIRST REFORMED PRESBYTERIAN

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

FIRST PRESBYTERIAN CHURCH OF COLUMBIANA

28 E PARK AVE
COLUMBIANA,OH44408 		NONE PC GENERAL OPERATING 2,000

FREE WILL BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

GETHSEMANE LUTHERAN CHURCH

1110 N SALEM WARREN RD
NORTH JACKSON,OH44451 		NONE PC GENERAL OPERATING 2,000

GOSPEL BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

GLENWOOD PRIMITIVE METHODIST CHURCH

7872 GLENNWOOD AVE
YOUNGSTOWN,OH44512 		NONE PC GENERAL OPERATING 2,000

GRACE LUTHERAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 4,000

GOSPEL TEMPLE BAPTIST CHURCH

279 WHIPPLE AVE
CAMPBELL,OH44405 		NONE PC GENERAL OPERATING 2,000

GALILEE UNITED PRESBY

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

HOLY APOSTLES PARISH

854 WILSON AVE
YOUNGSTOWN,OH44506 		NONE PC GENERAL OPERATING 2,000

HOLY TRINITY UKRANIAN CATHOLIC CHURCH

526 W RAYEN AVE
YOUNGSTOWN,OH44502 		NONE PC GENERAL OPERATING 2,000

LORD OF LIFE LUTHERAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

LONG'S RUN TRINITY PRESBYTERIAN CHURCH

15851 LONGS CHURCH RD
EAST LIVERPOOL,OH43920 		NONE PC GENERAL OPERATING 2,000

LOCKWOOD UNITED METHODIST CHURCH

3680 MANCHESTER RD
COVENTRY TOWNSHIP,OH44319 		NONE PC GENERAL OPERATING 2,000

MOUNT CALVARY COMMUNITY CHURCH

1993 WATERFORD ROAD UNITY TOWN
EAST PALESTINE,OH44413 		NONE PC GENERAL OPERATING 2,000

MCGUFFEY ROAD CHURCH OF CHRIST

1101 MIAMI AVENUE
YOUNGSTOWN,OH44505 		NONE PC GENERAL OPERATING 2,000

MT MORIAH LUTHERAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

MT OLIVET CHURCH OF CHRIST

410 W S RANGE RD
NORTH LIMA,OH444529727 		NONE PC GENERAL OPERATING 2,000

NEW BRIGHTON FREE METHODIST CHURCH

925 11TH ST
NEW BRIGHTON,PA15066 		NONE PC GENERAL OPERATING 2,000

NEW BRIGHTON UNITED METHODIST

1033 6TH AVE
NEW BRIGHTON,PA150662029 		NONE PC GENERAL OPERATING 2,000

NEW GALILEE CHURCH OF THE NAZARENE

505 WASHINGTON AVE
NEW GALILE,PA16141 		NONE PC GENERAL OPERATING 2,000

NORTH LIMA CALVARY UNITED METHODIST

12062 SOUTH AVE
NORTH LIMA,OH44452 		NONE PC GENERAL OPERATING 2,000

NEW LISBON PRESBYTERIAN

111 E CHESTNUT ST
LISBON,OH44432 		NONE PC GENERAL OPERATING 2,000

OLD HOLY TRINITY SERBIAN ORTHODOX

420 N RACCOON RD
YOUNGSTOWN,OH445151520 		NONE PC GENERAL OPERATING 2,000

OUR LADY OF MT CARMEL

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

OLD NORTH BAPTIST CHURCH

7105 HERBERT RD
CANFIELD,OH44406 		NONE PC GENERAL OPERATING 2,000

OHLTOWN UNITED METHODIST CHURCH

2001 OHLTOWN MINERAL RIDGE RD
MINERAL RIDGE,OH44440 		NONE PC GENERAL OPERATING 2,000

PATHWAY CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

PARADISE EVANGELICAL LUTHERAN CHURCH

3241 CHURCH RD
THOMASVILLE,PA17364 		NONE PC GENERAL OPERATING 2,000

PILGRIM BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

RESCUE MISSION

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 36,000

RIVER OF LIFE CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

RIVERVIEW UNITED METHODIST CHURCH

105 N RIVER AVE
TORONTO,OH43964 		NONE PC GENERAL OPERATING 2,000

ST BRENDAN'S CATHOLIC CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST CHARLES CATHOLIC CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

SALEMCONCORD PRESBYTERAN CHURCH

10013 SALEM WARREN RD
SALEM,OH44460 		NONE PC GENERAL OPERATING 2,000

SMITH CORNERS UNITED METHODIST

3000 S CANFIELD NILES RD
YOUNGSTOWN,OH445155018 		NONE PC GENERAL OPERATING 2,000

SEVENTH DAY ADVENTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

SHILOH BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

SECOND HARVEST FOOD BANK

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 36,000

ST JOHN THE BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST JOHN THE EVANGELIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST JOHN THE EPISCOPAL CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST JOHN LUTHERAN CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST JOHN'S ORTHODOX CHURCH

2220 REEVES RD
WARREN,OH44483 		NONE PC GENERAL OPERATING 2,000

ST JACOB'S UNITED CHURCH

5219 SAINT JACOBS LOGTOWN RD
LEETONIA,OH44431 		NONE PC GENERAL OPERATING 2,000

ST NICHOLAS BYZANTINE CATHOLIC CHURCH

1051 E ROBINSON AVE
COVENTRY TOWNSHIP,OH44203 		NONE PC GENERAL OPERATING 2,000

ST COSMAS AND DAMIAN

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST CHRISTINE'S CATHOLIC CHURCH

3165 S SCHENLEY AVE
YOUNGSTOWN,OH44511 		NONE PC GENERAL OPERATING 2,000

ST DOMINIC'S CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST EDWARD'S CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST JAMES CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST JOSEPH CHURCH

12700 PEARL RD
STRONGSVILLE,OH44136 		NONE PC GENERAL OPERATING 2,000

ST MICHAEL CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST MONICA PARISH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST PAUL CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

ST PATRICK'S CATHOLIC CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

THIRD BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

VALLEY BAPTIST CHURCH

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000

VALLEY CHRISTIAN CHURCH

7155 GLENWOOD AVE
YOUNGSTOWN,OH44512 		NONE PC GENERAL OPERATING 2,000

VICTORY CHURCH OF COITSVILLE

3899 MCCARTNEY RD
LOWELLVILLE,OH44436 		NONE PC GENERAL OPERATING 2,000

WEDGEWOOD PARK EVANGELICAL

1944 S MERIDIAN RD
YOUNGSTOWN,OH44511 		NONE PC GENERAL OPERATING 2,000

WESTERN RESERVE UNITED METHODIST

4580 CANFIELD RD
CANFIELD,OH44406 		NONE PC GENERAL OPERATING 2,000

WOODWORTH CHURCH OF THE BRETHREN

30 E WESTERN RESERVE RD
YOUNGSTOWN,OH44514 		NONE PC GENERAL OPERATING 2,000

YOUNGSTOWN BAPTIST CHURCH

4301 NEW RD
YOUNGSTOWN,OH44515 		NONE PC GENERAL OPERATING 2,000

ZION LUTHERAN CHURCH

8439 RIVER CORNERS ROAD
HOMERVILLE,OH44235 		NONE PC GENERAL OPERATING 4,000
Total .................................right arrow 3a 556,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 557,537  
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 ............ 		    18 106,278  
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) ..   663,815  
13Total. Add line 12, columns (b), (d), and (e)..................
13
663,815
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
DALE AND ALYCE SHEELY FOUNDATION
 
Employer identification number

34-7012061
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
DALE AND ALYCE SHEELY FOUNDATION
  		Employer identification number
34-7012061
Part I
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
DALE SHEELY SR TRUST
12955 CROUSE
 
NORTH LIMA, OH44452

$ 1,193,639


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
DALE AND ALYCE SHEELY FOUNDATION
  		Employer identification number

34-7012061
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
DALE AND ALYCE SHEELY FOUNDATION
  		Employer identification number

34-7012061
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpBondsSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Name of Bond End of Year Book Value End of Year Fair Market Value
03076CAM8 AMERIPRISE FINANCIAL 119,831 124,832
049560AT2 ATMOS ENERGY CORP 95,890 102,902
06368LAQ9 BANK MONTREAL QUE 120,484 124,633
14913R3B1 CATERPILLAR FINL SVC 123,729 125,376
17252MAN0 CINTAS CORP NO 2 118,921 122,608
24422EXB0 DEERE JOHN CAP CORP 123,825 126,062
29736RAT7 ESTEE LAUDER CO 4.65 118,844 119,281
30303M8M7 META PLATFORMS INC 4 243,671 251,665
46124HAE6 INTUIT INC 5.25% 09/ 124,760 126,189
482480AG5 KLA CORP 118,600 121,942
49338LAE3 KEYSIGHT TECHNOLOGIE 120,640 124,435
512807AS7 LAM RESH CORP 120,440 123,524
526057BV5 LENNAR CORP    
539830BV0 LOCKHEED MARTIN CORP 124,806 126,723
6174468C6 MORGAN STANLEY    
69371RS64 PACCAR FINL CORP MED 123,805 126,075
74460WAF4 PUBLIC STORAGE 5.125 123,430 126,523
78016HZS2 ROYAL BANK OF CANADA 122,236 125,499
883556CU4 THERMO FISHER SCIENT 122,301 123,404
89115A2S0 TORONTO-DOMINION BAN 124,360 126,406
9128283Z1 US TREASURY N/B 2.75    
9128284N7 US TREASURY N/B 2.87 694,746 716,484
91282CEP2 US TREASURY N/B 2.87 220,195 224,688
91282CET4 US TREASURY N/B 2.62 696,621 722,109
91282CGM7 US TREASURY N/B 3.5% 368,535 372,250
91282CGQ8 US TREASURY N/B 4% 0 434,426 441,844
91282CHH7 US TREASURY N/B 4.12 735,498 748,711
91282CHR5 US TREASURY N/B 4% 0 892,088 881,438
91324PEQ1 UNITEDHEALTH GROUP I 125,550 126,529
92939UAL0 WEC ENERGY GROUP INC 121,365 124,727
00287YBF5 ABBVIE INC 121,386 122,901
04636NAL7 ASTRAZENECA FINANCE 123,978 125,394
06051GKQ1 BANK AMER CORP 119,414 118,248
06418JAC5 BANK OF NOVA SCOTIA 129,568 126,969
13608JAA5 CANADIAN IMPERIAL BA 124,128 125,982
63111XAH4 NASDAQ INC 5.35% 06/ 125,296 126,223
91282CFV8 US TREASURY N/B 4.12 196,133 195,156
91282CJN2 US TREASURY N/B 4.37 300,492 300,234
91282CKX8 US TREASURY N/B 4.25 127,534 124,355

TY 2024 InvestmentsCorpStockSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Name of Stock End of Year Book Value End of Year Fair Market Value
464287804 ISHARES TR 292,731 318,929
00724F101 ADOBE SYS INC    
007903107 ADVANCED MICRO DEVIC 135,642 114,267
02079K305 ALPHABET INC 228,567 287,547
023135106 AMAZON COM INC 234,684 300,345
025537101 AMERICAN ELEC PWR CO 136,813 149,597
03027X100 AMERICAN TOWER CORP 86,976 79,233
032654105 ANALOG DEVICES INC 111,436 117,915
037833100 APPLE INC 229,256 293,492
049560105 ATMOS ENERGY CORP 72,961 87,183
084670702 BERKSHIRE HATHAWAY C 132,714 153,209
09857L108 BOOKING HLDGS INC    
101137107 BOSTON SCIENTIFIC CO 152,002 211,063
11135F101 BROADCOM INC 167,354 295,596
169656105 CHIPOTLE MEXICAN GRI    
20030N101 COMCAST CORP NEW    
21036P108 CONSTELLATION BRANDS    
22160K105 COSTCO WHOLESALE COR 144,516 177,756
254687106 DISNEY WALT CO    
26875P101 EOG RES INC 78,605 76,735
291011104 EMERSON ELEC CO 107,473 130,003
30231G102 EXXON MOBIL CORP 132,681 128,331
30303M102 FACEBOOK INC CL-A 211,030 293,926
337738108 FISERV INC 118,949 142,972
369604301 GENERAL ELEC CO 119,506 157,783
46120E602 INTUITIVE SURGICAL I 134,184 188,428
464287507 ISHARES TR 586,362 653,694
46625H100 JPMORGAN CHASE & CO 148,833 165,640
532457108 LILLY ELI & CO 141,375 138,188
539830109 LOCKHEED MARTIN CORP 71,645 74,349
55261F104 M & T BK CORP 186,844 215,459
580135101 MCDONALDS CORP    
594918104 MICROSOFT CORP 393,262 422,343
64110L106 NETFLIX INC 116,459 191,634
65339F101 NEXTERA ENERGY INC    
67066G104 NVIDIA CORP 250,996 425,834
693475105 PNC FINL SVCS GROUP    
697435105 PALO ALTO NETWORKS I 149,570 172,134
701094104 PARKER-HANNIFIN CORP    
713448108 PEPSICO INC    
742718109 PROCTER & GAMBLE CO 143,602 148,706
773903109 ROCKWELL AUTOMATION 95,300 96,597
78463X749 SPDR INDEX SHS FDS 305,193 313,054
79466L302 SALESFORCE.COM INC 140,001 138,413
81762P102 SERVICENOW INC 109,897 162,198
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 74,773 91,936
872590104 T-MOBILE US INC 89,507 122,505
88160R101 TESLA INC    
902973304 US BANCORP DEL 106,023 106,948
91324P102 UNITEDHEALTH GROUP I    
91913Y100 VALERO ENERGY CORP N 135,214 114,499
921943858 VANGUARD TAX-MANAGED 907,819 902,985
922042858 VANGUARD INTL EQUITY 620,428 633,736
92826C839 VISA INC 100,522 116,935
931142103 WAL MART STORES INC 88,316 133,537
98978V103 ZOETIS INC 96,353 87,168
G1151C101 ACCENTURE PLC-CL A 136,214 144,586
G54950103 LINDE PLC 97,292 94,619
H1467J104 CHUBB LTD 110,184 125,164
22788C105 CROWDSTRIKE HOLDINGS 66,812 62,273
253868103 DIGITAL RLTY TR INC 86,318 80,685
285512109 ELECTRONIC ARTS INC 168,573 167,660
458140100 INTEL CORP 91,938 75,408
67103H107 O'REILLY AUTOMOTIVE 131,394 145,853
68389X105 ORACLE CORP 114,312 133,645
747525103 QUALCOMM INC 76,256 71,280
75513E101 RTX CORP 136,600 149,973
824348106 SHERWIN WILLIAMS CO 79,889 87,022
863667101 STRYKER CORP 150,468 155,542
883556102 THERMO FISHER SCIENT 76,775 68,670
92343V104 VERIZON COMMUNICATIO 107,309 105,534

TY 2024 OtherDecreasesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Description Amount
CY PURCHASE OF ACCRUED INTEREST 5,667


TY 2024 OtherExpensesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Description Amount
MUTUAL FUND TIMING ADJ 19,210
PY PURCHASE OF ACCRUED INTEREST 15,041


TY 2024 TaxesSchedule
Name:
DALE AND ALYCE SHEELY FOUNDATION
EIN:
34-7012061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,462 2,462   0
FEDERAL TAX PAYMENT - PRIOR YE 2,104 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,840 0   0
FOREIGN TAXES ON NONQUALIFIED 2,312 2,312   0