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
FLORENCE S BEECHER FDN
 
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

34-6613413
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$10,091,744J 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... 237,690 237,690  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 912,939
b Gross sales price for all assets on line 6a 3,962,296
7 Capital gain net income (from Part IV, line 2)... 912,939
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........ 1,150,629 1,150,629  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,796 44,398   44,398
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
36,104 3,137   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
950     950
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,100 47,535 0 46,598
25 Contributions, gifts, grants paid....... 528,500 528,500
26 Total expenses and disbursements. Add lines 24 and 25 655,600 47,535 0 575,098
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 495,029
b Net investment income (if negative, enter -0-) 1,103,094
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......... 226,256 29,379 29,379
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)....... 4,298,265 Click to see attachment
List of Attached Documents:
// Content
5,595,913 		7,335,078
c Investments—corporate bonds (attach schedule)....... 3,430,506 Click to see attachment
List of Attached Documents:
// Content
2,835,461 		2,727,287
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) 7,955,027 8,460,753 10,091,744
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........... 7,955,027 8,460,753
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........    
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)..... 7,955,027 8,460,753
30 Total liabilities and net assets/fund balances (see instructions). 7,955,027 8,460,753
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
7,955,027
2
Enter amount from Part I, line 27a .....................
2
495,029
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,551
4
Add lines 1, 2, and 3 ..........................
4
8,462,607
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,854
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,460,753
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 100000. US TREASURY N/B 2.375% 02/29/2024   2022-07-25 2024-01-05
b 124. ADOBE SYS INC W/1 RT/SH   2023-02-17 2024-03-01
c 296. ALPHABET INC   2013-02-12 2024-03-01
d 438. AMAZON.COM INC   2018-05-31 2024-03-01
e 69. ANALOG DEVICES   2020-04-27 2024-03-01
36. ANTHEM INC   2023-07-13 2024-03-01
73. ANTHEM INC   2022-10-04 2024-03-01
147. APPLE COMPUTER   2010-06-10 2024-03-01
25. BOOKING HLDGS INC   2021-08-19 2024-03-01
200. CHEVRONTEXACO CORP   2021-08-19 2024-03-01
2. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-08-19 2024-03-01
59. CONSTELLATION BRANDS INC CL A   2022-05-23 2024-03-01
23. COSTCO WHOLESALE CORP   2018-11-01 2024-03-01
27. EOG RESOURCES INC   2022-05-23 2024-03-01
238. FISERV INC   2020-08-14 2024-03-01
89. ISHARES S & P MIDCAP 400   2023-05-25 2024-03-01
23. ISHARES S & P SMALLCAP 600   2021-12-15 2024-03-01
299. J P MORGAN CHASE & CO   2018-04-27 2024-03-01
250. JOHNSON & JOHNSON CO   2018-11-01 2024-03-01
47. ELI LILLY & CO   2020-04-27 2024-03-01
8. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2024-03-01
32. MCDONALDS CORP   2022-01-24 2024-03-01
152. MICROSOFT CORP   2014-12-23 2024-03-01
1. NETFLIX INC   2023-02-17 2024-03-01
991. NEXTERA ENERGY, INC   2009-03-11 2024-03-01
100. NORTHROP GRUMMAN CORP W/1 RT/SH   2022-05-23 2024-03-01
88. NVIDIA CORP   2020-08-14 2024-03-01
37. PARKER HANNIFIN CORP   2023-02-17 2024-03-01
400. PEPSICO INC   2020-04-27 2024-03-01
88. PROCTER & GAMBLE CO   2020-02-18 2024-03-01
70. SPDR INDEX SHS FDS   2022-10-04 2024-03-01
48. SALESFORCE.COM INC   2023-02-17 2024-03-01
8. SERVICENOW INC   2022-07-22 2024-03-01
9. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2024-03-01
200. TEXAS INSTRUMENTS INC.   2018-07-13 2024-03-01
225. UNITEDHEALTH GROUP INC   2018-11-01 2024-03-01
340. VALERO ENERGY   2013-02-12 2024-03-01
189. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-03-01
53. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2024-03-01
57. VISA INC   2018-04-27 2024-03-01
61. WAL-MART STORES, INC.   2023-02-17 2024-03-01
71. ACCENTURE PLC-CL A   2011-03-23 2024-03-01
2. LINDE PLC   2023-11-29 2024-03-01
56. CHUBB LTD   2020-02-18 2024-03-01
100000. US TREASURY N/B 2.75% 02/28/2025   2022-07-25 2024-03-14
.5 GE VERNOVA INC.   2023-05-25 2024-04-16
24. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2024-04-25
254. APPLE COMPUTER   2010-06-10 2024-04-25
33. APPLIED MATERIALS INC   2024-03-01 2024-04-25
16. ATMOS ENERGY CORP   2023-07-13 2024-04-25
32. BOSTON SCIENTIFIC CORP   2023-07-13 2024-04-25
118. GE VERNOVA INC.   2023-05-25 2024-04-25
21. GE VERNOVA INC.   2024-03-01 2024-04-25
51. ELI LILLY & CO   2020-04-27 2024-04-25
95. SYNOPSYS INC W/1 RT/SH   2023-11-29 2024-04-25
230. VISA INC   2018-05-31 2024-04-25
75000. US TREASURY N/B 2.75% 02/28/2025   2022-07-25 2024-05-30
1. ADVANCED MICRO DEVICES INC W/1   2023-11-29 2024-06-18
1. ALPHABET INC   2013-02-12 2024-06-18
1. BERKSHIRE HATHAWAY CL-B   2023-11-29 2024-06-18
1. BOSTON SCIENTIFIC CORP   2023-07-13 2024-06-18
1759. COMCAST CORP NEW   2024-03-01 2024-06-18
418. DISNEY (WALT) CO   2024-03-01 2024-06-18
1. EOG RESOURCES INC   2022-05-23 2024-06-18
1. EMERSON ELECTRIC CO   2023-02-17 2024-06-18
1. EXXON MOBIL CORP COM   2023-04-12 2024-06-18
1. FACEBOOK INC CL-A   2024-03-01 2024-06-18
4. ISHARES S & P MIDCAP 400   2023-05-25 2024-06-18
1. ISHARES S & P SMALLCAP 600   2021-12-15 2024-06-18
314. J P MORGAN CHASE & CO   2018-05-31 2024-06-18
273. LOWES COMPANIES INC   2024-03-01 2024-06-18
293. MCDONALDS CORP   2022-01-24 2024-06-18
1. MICROSOFT CORP   2014-12-23 2024-06-18
2. NVIDIA CORP   2020-08-14 2024-06-18
1. PARKER HANNIFIN CORP   2024-04-25 2024-06-18
146. PARKER HANNIFIN CORP   2023-02-17 2024-06-18
1. RTX CORP   2024-04-25 2024-06-18
3. SPDR INDEX SHS FDS   2022-10-04 2024-06-18
220. SALESFORCE.COM INC   2023-02-17 2024-06-18
1. STRYKER CORP   2024-03-01 2024-06-18
1. TARGET CORP   2024-03-01 2024-06-18
1. US BANCORP DEL NEW   2024-03-01 2024-06-18
9. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-06-18
3. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2024-06-18
1. ACCENTURE PLC-CL A   2011-03-23 2024-06-18
1. CHUBB LTD   2020-02-18 2024-06-18
25000. US TREASURY N/B 2.75% 02/28/2025   2023-07-14 2024-06-24
75000. US TREASURY N/B 2.75% 02/28/2025   2022-07-25 2024-06-24
116. AES CORP   2024-06-18 2024-07-19
13. ADVANCED MICRO DEVICES INC W/1   2023-11-29 2024-07-19
24. ALPHABET INC   2013-02-12 2024-07-19
38. AMAZON.COM INC   2020-08-14 2024-07-19
24. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2024-07-19
5. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2024-07-19
9. ANALOG DEVICES   2020-04-27 2024-07-19
19. APPLE COMPUTER   2010-06-10 2024-07-19
10. APPLIED MATERIALS INC   2024-03-01 2024-07-19
9. ATMOS ENERGY CORP   2023-07-13 2024-07-19
3. BERKSHIRE HATHAWAY CL-B   2023-11-29 2024-07-19
36. BOSTON SCIENTIFIC CORP   2023-07-13 2024-07-19
10. BROADCOM INC   2024-03-01 2024-07-19
12. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-08-19 2024-07-19
9. CONSTELLATION BRANDS INC CL A   2022-05-23 2024-07-19
1. COSTCO WHOLESALE CORP   2018-11-01 2024-07-19
1. CROWDSTRIKE HOLDINGS INC - A   2024-06-18 2024-07-19
10. EOG RESOURCES INC   2022-05-23 2024-07-19
24. EMERSON ELECTRIC CO   2023-02-17 2024-07-19
15. EXXON MOBIL CORP COM   2023-04-12 2024-07-19
12. FACEBOOK INC CL-A   2024-03-01 2024-07-19
10. GENERAL ELEC CO   2023-05-25 2024-07-19
15. INTUITIVE SURGICAL INC   2023-07-13 2024-07-19
5. ELI LILLY & CO   2020-04-27 2024-07-19
3. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2024-07-19
14. M & T BANK CORP   2021-08-19 2024-07-19
17. MICROSOFT CORP   2014-12-23 2024-07-19
2. MICRON TECHNOLOGY INC   2024-06-18 2024-07-19
4. NETFLIX INC   2023-02-17 2024-07-19
53. NVIDIA CORP   2020-08-14 2024-07-19
1. O'REILLY AUTOMOTIVE INC   2024-06-18 2024-07-19
14. ORACLE CORP   2024-06-18 2024-07-19
14. PALO ALTO NETWORKS INC   2024-03-01 2024-07-19
7. PROCTER & GAMBLE CO   2020-02-18 2024-07-19
15. RTX CORP   2024-04-25 2024-07-19
5. ROCKWELL INTL CORP NEW   2023-02-17 2024-07-19
423. SPDR INDEX SHS FDS   2022-10-04 2024-07-19
3. SERVICENOW INC   2022-07-22 2024-07-19
58. SHERWIN WILLIAMS CO   2024-06-18 2024-07-19
11. STRYKER CORP   2024-03-01 2024-07-19
11. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2024-07-19
9. T-MOBILE US INC   2023-02-17 2024-07-19
3. TARGET CORP   2024-03-01 2024-07-19
9. TESLA INC   2021-08-19 2024-07-19
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2024-07-19
12. US BANCORP DEL NEW   2024-03-01 2024-07-19
19. VALERO ENERGY   2013-02-12 2024-07-19
1694. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-07-19
8. VISA INC   2018-05-31 2024-07-19
23. WAL-MART STORES, INC.   2023-02-17 2024-07-19
14. ZOETIS INC   2023-11-29 2024-07-19
6. ACCENTURE PLC-CL A   2011-03-23 2024-07-19
5. LINDE PLC   2023-11-29 2024-07-19
7. CHUBB LTD   2020-02-18 2024-07-19
1788. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-08-19 2024-08-09
425. NVIDIA CORP   2020-08-14 2024-08-09
358. TARGET CORP   2024-03-01 2024-08-09
91. TESLA INC   2024-03-01 2024-08-09
231. TESLA INC   2021-08-19 2024-08-09
50000. PRECISION CASTPARTS CORP   2021-05-14 2024-08-12
75000. US TREASURY N/B 2.75% 02/28/2025   2023-07-14 2024-08-12
100000. US TREASURY N/B 1.625% 02/15/2026   2021-05-20 2024-08-12
175000. US TREASURY N/B 2.875% 05/15/2032   2022-07-25 2024-08-12
100000. US TREASURY N/B 4.125% 06/15/2026   2023-07-14 2024-08-12
50000. REALTY INCOME CORP 5.05% 01/13/2026-2024   2023-05-26 2024-10-23
50000. US TREASURY N/B 1.625% 02/15/2026   2022-08-04 2024-10-23
141. AES CORP   2024-06-18 2024-11-21
21. ADVANCED MICRO DEVICES INC W/1   2023-11-29 2024-11-21
34. ALPHABET INC   2013-02-12 2024-11-21
30. AMAZON.COM INC   2020-08-14 2024-11-21
36. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2024-11-21
10. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2024-11-21
12. ANALOG DEVICES   2020-04-27 2024-11-21
26. APPLE COMPUTER   2010-06-10 2024-11-21
21. APPLIED MATERIALS INC   2024-03-01 2024-11-21
14. ATMOS ENERGY CORP   2023-07-13 2024-11-21
8. BERKSHIRE HATHAWAY CL-B   2023-11-29 2024-11-21
52. BOSTON SCIENTIFIC CORP   2023-07-13 2024-11-21
28. BROADCOM INC   2024-03-01 2024-11-21
11. CONSTELLATION BRANDS INC CL A   2022-05-23 2024-11-21
4. COSTCO WHOLESALE CORP   2018-11-01 2024-11-21
4. CROWDSTRIKE HOLDINGS INC - A   2024-06-18 2024-11-21
14. EOG RESOURCES INC   2022-05-23 2024-11-21
25. ELECTRONIC ARTS INC   2024-08-09 2024-11-21
24. EMERSON ELECTRIC CO   2023-02-17 2024-11-21
26. EXXON MOBIL CORP COM   2023-04-12 2024-11-21
11. FACEBOOK INC CL-A   2024-03-01 2024-11-21
10. FISERV INC   2020-08-14 2024-11-21
21. GENERAL ELEC CO   2023-05-25 2024-11-21
8. INTUITIVE SURGICAL INC   2023-07-13 2024-11-21
232. ISHARES S & P MIDCAP 400   2023-05-25 2024-11-21
61. ISHARES S & P SMALLCAP 600   2021-12-15 2024-11-21
10. J P MORGAN CHASE & CO   2018-05-31 2024-11-21
7. ELI LILLY & CO   2020-04-27 2024-11-21
4. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2024-11-21
20. M & T BANK CORP   2021-08-19 2024-11-21
23. MICROSOFT CORP   2014-12-23 2024-11-21
14. MICRON TECHNOLOGY INC   2024-06-18 2024-11-21
5. NETFLIX INC   2023-02-17 2024-11-21
70. NVIDIA CORP   2020-08-14 2024-11-21
3. O'REILLY AUTOMOTIVE INC   2024-06-18 2024-11-21
18. ORACLE CORP   2024-06-18 2024-11-21
10. PALO ALTO NETWORKS INC   2024-03-01 2024-11-21
19. PROCTER & GAMBLE CO   2020-02-18 2024-11-21
10. QUALCOMM INC   2024-08-09 2024-11-21
29. RTX CORP   2024-04-25 2024-11-21
8. ROCKWELL INTL CORP NEW   2023-02-17 2024-11-21
161. SPDR INDEX SHS FDS   2022-10-04 2024-11-21
4. SERVICENOW INC   2022-07-22 2024-11-21
5. SHERWIN WILLIAMS CO   2024-06-18 2024-11-21
10. STRYKER CORP   2024-03-01 2024-11-21
17. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2024-11-21
12. T-MOBILE US INC   2023-02-17 2024-11-21
3. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2024-11-21
27. US BANCORP DEL NEW   2024-03-01 2024-11-21
20. VALERO ENERGY   2013-02-12 2024-11-21
418. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-11-21
318. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2024-11-21
58. VERIZON COMMUNICATIONS   2024-08-09 2024-11-21
8. VISA INC   2018-05-31 2024-11-21
32. WAL-MART STORES, INC.   2023-02-17 2024-11-21
11. ZOETIS INC   2023-11-29 2024-11-21
10. ACCENTURE PLC-CL A   2011-03-23 2024-11-21
5. LINDE PLC   2023-11-29 2024-11-21
10. CHUBB LTD   2020-02-18 2024-11-21
3938. AES CORP   2024-06-18 2024-11-22
540. APPLIED MATERIALS INC   2024-03-01 2024-11-22
56. APPLIED MATERIALS INC   2024-08-12 2024-11-22
1. CONSTELLATION BRANDS INC CL A   2024-04-25 2024-11-22
30. CONSTELLATION BRANDS INC CL A   2024-08-12 2024-11-22
286. CONSTELLATION BRANDS INC CL A   2022-05-23 2024-11-22
1. COSTCO WHOLESALE CORP   2018-11-01 2024-11-22
1. ISHARES S & P MIDCAP 400   2023-05-25 2024-11-22
1. ISHARES S & P SMALLCAP 600   2021-12-15 2024-11-22
67. ELI LILLY & CO   2020-04-27 2024-11-22
380. MICRON TECHNOLOGY INC   2024-06-18 2024-11-22
1. NVIDIA CORP   2020-08-14 2024-11-22
1. PALO ALTO NETWORKS INC   2024-03-01 2024-11-22
1. SPDR INDEX SHS FDS   2022-10-04 2024-11-22
1. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-11-22
1. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2024-11-22
50000. PUBLIC STORAGE   2021-05-14 2024-12-27
(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 99,582   98,945 637
b 69,841   44,060 25,781
c 40,929   5,795 35,134
d 77,313   44,874 32,439
e 13,272   7,473 5,799
17,877   15,072 2,805
36,250   34,977 1,273
26,486   1,301 25,185
86,609   51,802 34,807
30,658   18,649 12,009
5,399   3,715 1,684
14,594   14,109 485
17,064   5,258 11,806
3,117   3,411 -294
35,712   23,582 12,130
5,129   4,298 831
2,463   2,530 -67
55,599   32,396 23,203
40,337   35,174 5,163
36,084   7,685 28,399
3,405   3,462 -57
9,344   7,963 1,381
62,813   7,410 55,403
603   346 257
54,347   12,575 41,772
45,628   45,449 179
70,615   10,227 60,388
19,872   13,094 6,778
65,345   53,812 11,533
13,907   11,053 2,854
2,911   2,802 109
14,857   7,864 6,993
6,186   3,564 2,622
891   800 91
33,660   23,060 10,600
107,872   66,421 41,451
48,686   14,218 34,468
9,230   7,295 1,935
2,190   2,025 165
16,212   7,352 8,860
3,577   2,962 615
26,838   3,572 23,266
898   829 69
14,083   9,162 4,921
97,832   99,348 -1,516
68   42 26
2,067   2,422 -355
43,043   2,247 40,796
6,422   6,853 -431
1,882   1,923 -41
2,336   1,682 654
16,530   10,044 6,486
2,942   2,739 203
37,019   8,339 28,680
49,747   53,672 -3,925
62,417   30,123 32,294
73,629   74,511 -882
156   125 31
176   20 156
407   361 46
76   53 23
65,336   70,672 -5,336
42,295   46,590 -4,295
121   126 -5
107   86 21
110   115 -5
505   496 9
233   193 40
106   110 -4
61,789   33,733 28,056
62,136   66,365 -4,229
73,438   71,904 1,534
448   49 399
266   23 243
508   540 -32
74,160   50,061 24,099
105   101 4
125   120 5
50,678   36,045 14,633
346   351 -5
144   153 -9
39   42 -3
447   347 100
133   115 18
290   50 240
262   164 98
24,588   24,156 432
73,764   73,712 52
1,983   2,201 -218
2,002   1,625 377
4,294   470 3,824
6,965   6,025 940
2,234   2,422 -188
1,052   993 59
2,132   975 1,157
4,294   168 4,126
2,158   2,077 81
1,106   1,082 24
1,319   1,083 236
2,759   1,893 866
1,631   1,350 281
639   446 193
2,224   2,152 72
842   229 613
305   391 -86
1,313   1,263 50
2,792   2,057 735
1,778   1,730 48
5,789   5,948 -159
1,587   806 781
6,764   5,225 1,539
4,362   818 3,544
1,425   1,298 127
2,337   1,884 453
7,454   829 6,625
233   314 -81
2,574   1,383 1,191
6,358   616 5,742
1,035   1,054 -19
1,952   2,010 -58
4,648   4,250 398
1,178   879 299
1,551   1,518 33
1,363   1,478 -115
18,434   16,935 1,499
2,237   1,336 901
18,673   17,400 1,273
3,679   3,863 -184
1,243   978 265
1,643   1,338 305
451   459 -8
2,204   2,030 174
537   573 -36
534   500 34
2,817   795 2,022
85,416   65,388 20,028
2,148   1,048 1,100
1,625   1,117 508
2,505   2,490 15
1,996   302 1,694
2,214   2,072 142
1,836   1,145 691
99,577   62,360 37,217
44,299   4,939 39,360
48,083   54,843 -6,760
17,863   18,139 -276
45,344   48,139 -2,795
49,267   54,519 -5,252
74,159   72,469 1,690
96,273   103,969 -7,696
163,604   169,466 -5,862
100,082   99,359 723
49,829   49,460 369
48,367   47,818 549
1,840   2,676 -836
2,881   2,625 256
5,634   666 4,968
5,929   4,757 1,172
3,498   3,727 -229
2,030   1,985 45
2,568   1,300 1,268
5,957   230 5,727
3,708   4,361 -653
2,094   1,683 411
3,791   2,888 903
4,753   2,734 2,019
4,621   3,779 842
2,635   2,630 5
3,817   914 2,903
1,436   1,564 -128
1,899   1,769 130
4,177   3,667 510
3,106   2,057 1,049
3,168   2,999 169
6,174   5,816 358
2,187   991 1,196
3,775   1,693 2,082
4,408   2,787 1,621
15,254   11,204 4,050
7,516   6,711 805
2,450   1,074 1,376
5,258   1,145 4,113
2,172   1,731 441
4,346   2,691 1,655
9,495   1,121 8,374
1,438   2,201 -763
4,482   1,729 2,753
10,322   814 9,508
3,609   3,241 368
3,492   2,584 908
3,980   3,036 944
3,289   2,386 903
1,563   1,635 -72
3,497   2,934 563
2,228   2,365 -137
7,319   6,446 873
4,199   1,782 2,417
1,907   1,500 407
3,898   3,511 387
2,029   1,512 517
2,841   1,784 1,057
1,546   1,777 -231
1,396   1,125 271
2,833   836 1,997
20,552   16,135 4,417
14,405   12,148 2,257
2,467   2,354 113
2,479   1,048 1,431
2,821   1,554 1,267
1,947   1,957 -10
3,613   503 3,110
2,265   2,072 193
2,847   1,636 1,211
51,931   74,102 -22,171
94,012   112,139 -18,127
9,749   10,803 -1,054
239   263 -24
7,179   7,175 4
68,442   68,061 381
964   229 735
66   48 18
124   110 14
50,355   10,955 39,400
39,011   57,568 -18,557
147   12 135
384   304 80
46   40 6
49   39 10
45   38 7
47,938   49,608 -1,670
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       637
b       25,781
c       35,134
d       32,439
e       5,799
      2,805
      1,273
      25,185
      34,807
      12,009
      1,684
      485
      11,806
      -294
      12,130
      831
      -67
      23,203
      5,163
      28,399
      -57
      1,381
      55,403
      257
      41,772
      179
      60,388
      6,778
      11,533
      2,854
      109
      6,993
      2,622
      91
      10,600
      41,451
      34,468
      1,935
      165
      8,860
      615
      23,266
      69
      4,921
      -1,516
      26
      -355
      40,796
      -431
      -41
      654
      6,486
      203
      28,680
      -3,925
      32,294
      -882
      31
      156
      46
      23
      -5,336
      -4,295
      -5
      21
      -5
      9
      40
      -4
      28,056
      -4,229
      1,534
      399
      243
      -32
      24,099
      4
      5
      14,633
      -5
      -9
      -3
      100
      18
      240
      98
      432
      52
      -218
      377
      3,824
      940
      -188
      59
      1,157
      4,126
      81
      24
      236
      866
      281
      193
      72
      613
      -86
      50
      735
      48
      -159
      781
      1,539
      3,544
      127
      453
      6,625
      -81
      1,191
      5,742
      -19
      -58
      398
      299
      33
      -115
      1,499
      901
      1,273
      -184
      265
      305
      -8
      174
      -36
      34
      2,022
      20,028
      1,100
      508
      15
      1,694
      142
      691
      37,217
      39,360
      -6,760
      -276
      -2,795
      -5,252
      1,690
      -7,696
      -5,862
      723
      369
      549
      -836
      256
      4,968
      1,172
      -229
      45
      1,268
      5,727
      -653
      411
      903
      2,019
      842
      5
      2,903
      -128
      130
      510
      1,049
      169
      358
      1,196
      2,082
      1,621
      4,050
      805
      1,376
      4,113
      441
      1,655
      8,374
      -763
      2,753
      9,508
      368
      908
      944
      903
      -72
      563
      -137
      873
      2,417
      407
      387
      517
      1,057
      -231
      271
      1,997
      4,417
      2,257
      113
      1,431
      1,267
      -10
      3,110
      193
      1,211
      -22,171
      -18,127
      -1,054
      -24
      4
      381
      735
      18
      14
      39,400
      -18,557
      135
      80
      6
      10
      7
      -1,670
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 2 912,939
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 15,333
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 15,333
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 15,333
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 31,819
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 31,819
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 16,486
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow15,336 Refundedright arrow 11 1,150
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
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 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
HUNTINGTON NATIONAL BANK TRUSTEE
1 		88,796    
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
9,953,278
b
Average of monthly cash balances.......................
1b
209,558
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,162,836
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
10,162,836
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
152,443
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,010,393
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
500,520
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
500,520
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,333
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,333
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
485,187
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
495,187
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
495,187
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
575,098
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
575,098
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 7 495,187
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 505,309
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 575,098
a Applied to 2023, but not more than line 2a 505,309
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..... 69,789
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 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 .......... 		425,398
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).)
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 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

AKRON CHILDRENS HOSPITAL

ONE PERKINS SQUARE
AKRON,OH44308 		NONE PC GENERAL OPERATING 100,000

ACLD

807 S OYSTER BAY RD
BETHPAGE,NY11714 		NONE PC GENERAL OPERATING 25,000

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 70,000

UNIVERSITY OF CINCINNATI

2600 CLIFTON AVE
CINCINNATI,OH45221 		NONE PC GENERAL OPERATING 5,000

YOUNGSTOWN SYMPHONY SOCIETY

260 W FEDERAL ST
YOUNGSTOWN,OH44503 		NONE PC GENERAL OPERATING 25,000

POTENTIAL DEVELOPMENT

2405 MARKET ST
YOUNGSTOWN,OH44507 		NONE PC GENERAL OPERATING 20,000

MAHONING VALLEY HISTORICAL SOCIETY

648 WICK AVE
YOUNGSTOWN,OH445021215 		NONE PC GENERAL OPERATING 25,000

JUBILEE URBAN RENEWAL

2141 MARKET ST
YOUNGSTOWN,OH44507 		NONE PC GENERAL OPERATING 25,000

HENRY H STAMBAUGH AUDITORIUM ASSOCIATION

1000 5TH AVE
YOUNGSTOWN,OH445041673 		NONE PC GENERAL OPERATING 100,000

YELLOW BRICK PLACE

2959 CANFIELD RD 10
YOUNGSTOWN,OH44511 		NONE PC GENERAL OPERATING 5,000

NATIONAL REDISTRICTING FOUNDATION

1032 15TH STREET STE 247
WASHINGTON,DC200051502 		NONE PC GENERAL OPERATING 10,000

ORGANS FOR ORGANS

4951 OLD WILLIAM PENN HWY
MONROEVILLE,PA15146 		NONE PC GENERAL OPERATING 5,000

CLOTHED IN STRENGTH

3943 VIA SIENA
POLAND,OH445145354 		NONE PC GENERAL OPERATING 5,000

BERKELEY PUBLIC SCHOOLS FUND

PO BOX 2066
BERKELEY,CA947020000 		NONE PC GENERAL OPERATING 18,500

THE BUTLER INSTITUTE OF AMERICAN ART

524 WICK AVENUE
YOUNGSTOWN,OH44502 		NONE PC GENERAL OPERATING 25,000

COLEMAN HEALTH SERVICES

5982 RHODES ROAD
KENT,OH44240 		NONE PC GENERAL OPERATING 10,000

JCC

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 5,000

MILL CREEK METROPARKS FOUNDATION

PO BOX 596
CANFIELD,OH44406 		NONE PC GENERAL OPERATING 50,000
Total .................................right arrow 3a 528,500
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 ....     14 237,690  
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 ............ 		    18 912,939  
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) ..   1,150,629  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,150,629
(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

TY 2024 AccountingFeesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
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:
FLORENCE S BEECHER FDN
EIN:
34-6613413
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:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Name of Bond End of Year Book Value End of Year Fair Market Value
49271VAJ9 KEURIG DR PEPPER INC 53,176 45,688
61761J3R8 MORGAN STANLEY 54,292 48,875
70450YAE3 PAYPAL HLDGS INC 52,782 45,732
74460WAA5 PUBLIC STORAGE    
91282CBL4 US TREASURY N/B 1.12 92,740 82,531
09247XAQ4 BLACKROCK INC 51,595 44,535
291011BL7 EMERSON ELEC CO 50,901 46,380
912828YQ7 US TREASURY N/B 1.62 275,826 262,453
912828P46 US TREASURY N/B 1.62    
740189AM7 PRECISION CASTPARTS    
23338VAN6 DTE ELEC CO 50,662 45,802
91282CCH2 US TREASURY N/B 1.25 186,814 180,250
808513BS3 SCHWAB CHARLES CORP 50,171 42,623
78016EZQ3 ROYAL BK CDA GLOBAL 50,005 47,812
9128284N7 US TREASURY N/B 2.87 150,593 143,297
9128286T2 US TREASURY N/B 2.37 53,236 46,094
91324PCW0 UNITEDHEALTH GROUP I 74,936 73,280
91282CEP2 US TREASURY N/B 2.87    
38141GZK3 GOLDMAN SACHS GROUP 48,155 47,622
9128283Z1 US TREASURY N/B 2.75    
20030NBY6 COMCAST CORP NEW 74,109 73,006
57636QAU8 MASTERCARD INC 22,486 20,766
9128286G0 US TREASURY N/B 2.37    
38145GAH3 GOLDMAN SACHS GROUP 48,587 48,881
89115A2E1 TORONTON-DOMINION BA 75,900 71,047
17252MAN0 CINTAS CORP NO 2 75,255 73,565
032654AN5 ANALOG DEVICES INC 50,161 49,009
053332AZ5 AUTOZONE INC 46,051 47,507
06368LGV2 BANK OF MONTREAL 5.2 74,927 75,237
29736RAS9 ESTEE LAUDER CO 4.37 49,606 49,352
30303M8M7 META PLATFORMS INC 4 49,657 50,333
369550BP2 GENERAL DYNAMICS COR 79,709 85,315
756109BQ6 REALTY INCOME CORP 5    
91282CEV9 US TREASURY N/B 3.25 48,469 47,719
91282CGM7 US TREASURY N/B 3.5% 97,555 93,063
91282CGQ8 US TREASURY N/B 4% 0 103,391 98,188
91282CHH7 US TREASURY N/B 4.12 74,520 74,871
91282CHR5 US TREASURY N/B 4% 0 146,900 146,906
24422EXH7 DEERE JOHN CAP CORP 99,892 99,202
91282CFV8 US TREASURY N/B 4.12 198,371 195,156
91282CKC4 US TREASURY N/B 4.25 49,371 49,453
961214FT5 WESTPAC BANKING CORP 74,660 75,737

TY 2024 InvestmentsCorpStockSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Name of Stock End of Year Book Value End of Year Fair Market Value
701094104 PARKER-HANNIFIN CORP    
543916688 LORD ABBETT INVT TR 336,195 308,980
337738108 FISERV INC 66,636 88,125
882508104 TEXAS INSTRS INC    
67066G104 NVIDIA CORP 40,718 262,268
91913Y100 VALERO ENERGY CORP N 46,857 70,612
92826C839 VISA INC 32,581 72,057
65339F101 NEXTERA ENERGY INC    
02079K305 ALPHABET INC 31,341 177,185
166764100 CHEVRON CORP NEW    
46625H100 JPMORGAN CHASE & CO 74,045 101,877
742718109 PROCTER & GAMBLE CO 81,641 91,705
713448108 PEPSICO INC    
22160K105 COSTCO WHOLESALE COR 52,155 109,036
032654105 ANALOG DEVICES INC 40,406 72,661
921937702 VANGUARD BD INDEX FD 257,668 249,539
46120E602 INTUITIVE SURGICAL I 83,445 116,397
594918104 MICROSOFT CORP 67,990 260,066
007903107 ADVANCED MICRO DEVIC 97,856 70,421
478160104 JOHNSON & JOHNSON    
023135106 AMAZON COM INC 142,824 185,165
773903109 ROCKWELL AUTOMATION 60,339 59,444
91324P102 UNITEDHEALTH GROUP I    
G1151C101 ACCENTURE PLC-CL A 22,043 89,003
H1467J104 CHUBB LTD 48,585 77,088
532457108 LILLY ELI & CO 30,371 84,920
037833100 APPLE INC 20,575 180,803
169656105 CHIPOTLE MEXICAN GRI    
55261F104 M & T BK CORP 112,233 132,735
88160R101 TESLA INC    
09857L108 BOOKING HLDGS INC    
464287804 ISHARES TR 177,827 196,450
78463X749 SPDR INDEX SHS FDS 181,765 192,876
922042858 VANGUARD INTL EQUITY 375,898 390,459
036752103 ANTHEM INC    
921943858 VANGUARD TAX-MANAGED 488,356 556,338
21036P108 CONSTELLATION BRANDS    
26875P101 EOG RES INC 48,833 47,316
580135101 MCDONALDS CORP    
81762P102 SERVICENOW INC 45,101 99,651
666807102 NORTHROP GRUMMAN COR    
025537101 AMERICAN ELEC PWR CO 92,710 92,138
539830109 LOCKHEED MARTIN CORP 41,778 45,678
00724F101 ADOBE SYS INC    
049560105 ATMOS ENERGY CORP 45,235 53,758
084670702 BERKSHIRE HATHAWAY C 84,228 94,282
101137107 BOSTON SCIENTIFIC CO 87,851 130,050
291011104 EMERSON ELEC CO 58,063 80,059
30231G102 EXXON MOBIL CORP 80,310 79,064
369604301 GENERAL ELEC CO 55,879 97,239
464287507 ISHARES TR 337,029 402,710
64110L106 NETFLIX INC 49,380 117,654
79466L302 SALESFORCE.COM INC 86,233 85,254
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 42,832 56,660
872590104 T-MOBILE US INC 52,649 75,490
931142103 WAL MART STORES INC 46,021 82,309
98978V103 ZOETIS INC 59,135 53,767
G54950103 LINDE PLC 58,024 58,195
03027X100 AMERICAN TOWER CORP 53,423 48,787
11135F101 BROADCOM INC 107,068 182,226
22788C105 CROWDSTRIKE HOLDINGS 42,364 38,322
253868103 DIGITAL RLTY TR INC 53,308 49,830
285512109 ELECTRONIC ARTS INC 103,554 103,288
30303M102 FACEBOOK INC CL-A 151,657 181,508
458140100 INTEL CORP 56,640 46,456
67103H107 O'REILLY AUTOMOTIVE 80,454 90,121
68389X105 ORACLE CORP 70,430 82,320
697435105 PALO ALTO NETWORKS I 89,037 105,901
747525103 QUALCOMM INC 46,717 43,935
75513E101 RTX CORP 81,908 92,345
824348106 SHERWIN WILLIAMS CO 48,060 53,709
863667101 STRYKER CORP 92,914 95,773
883556102 THERMO FISHER SCIENT 46,526 42,139
902973304 US BANCORP DEL 64,254 65,910
92343V104 VERIZON COMMUNICATIO 65,958 65,024

TY 2024 OtherDecreasesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Amount
CY PURCHASE OF ACCRUED INTEREST 710
ROC ON CY SALES 1,144


TY 2024 OtherExpensesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 750 0   750
STATE FILING/TAX PAYMENT 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Amount
MUTUAL FUND TIMING ADJ 2,274
PY PURCHASE OF ACCRUED INTEREST 277
GRANT RECOVERY 10,000


TY 2024 TaxesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,649 1,649   0
FEDERAL TAX PAYMENT - PRIOR YE 1,148 0   0
FEDERAL ESTIMATES - PRINCIPAL 31,819 0   0
FOREIGN TAXES ON NONQUALIFIED 1,488 1,488   0