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
PEOPLES BANK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)138 PUTNAM STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARIETTA, OH45750
A Employer identification number

30-0222364
B Telephone number (see instructions)

(740) 374-6172
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$2,206,081J 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) 960,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 59,907 59,907  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,116
b Gross sales price for all assets on line 6a 714,279
7 Capital gain net income (from Part IV, line 2)... 87,116
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)....... Click to see attachment
List of Attached Documents:
// Content
869    
12 Total. Add lines 1 through 11........ 1,107,892 147,023  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,360 1,180 0 1,180
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,797 20,797   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
200 200   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
19,557 9,779   9,779
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,914 31,956 0 10,959
25 Contributions, gifts, grants paid....... 772,287 772,287
26 Total expenses and disbursements. Add lines 24 and 25 815,201 31,956 0 783,246
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 292,691
b Net investment income (if negative, enter -0-) 115,067
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............. 117,678 121,392 121,392
2 Savings and temporary cash investments.........      
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)....... 797,264 Click to see attachment
List of Attached Documents:
// Content
883,683 		1,190,842
c Investments—corporate bonds (attach schedule)....... 688,311 Click to see attachment
List of Attached Documents:
// Content
892,456 		893,847
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) 1,603,253 1,897,531 2,206,081
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,603,253 1,897,531
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,603,253 1,897,531
30 Total liabilities and net assets/fund balances (see instructions). 1,603,253 1,897,531
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,603,253
2
Enter amount from Part I, line 27a .....................
2
292,691
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,299
4
Add lines 1, 2, and 3 ..........................
4
1,903,243
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,712
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,897,531
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 35.369 FIDELITY INTERNATIONAL INDEX FUND #2363   2023-08-31 2024-01-16
b 136.468 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2   2023-12-18 2024-01-16
c 861.857 FIDELITY INTERMEDIATE TREASURY BOND INDE   2022-11-28 2024-01-16
d 60.396 JP MORGAN LARGE CAP GROWTH R6   2022-06-02 2024-01-16
e 632.135 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-01-16
601.165 JP MORGAN SHORT DURATION BD R6 #3944   2022-12-29 2024-01-16
65.57 JP MORGAN EQUITY INCOME FUND I FUND #312   2022-08-25 2024-01-16
65.445 MFS INTERNATIONAL EQUITY FUND R6 FUND 40   2023-08-31 2024-01-16
105.033 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY   2022-06-02 2024-01-16
55.487 THRIVENT SMALL CAP STOCK FUND S #94   2022-04-21 2024-01-16
32.921 VANGUARD EQUITY INCOME ADM FUND #565   2022-06-02 2024-01-16
239.81 VANGUARD SHORT TERM BOND INDEX ADMIRAL F   2022-11-28 2024-01-16
394.341 VANGUARD SHORT-TERM INVMT GRADE ADM CL F   2023-11-30 2024-01-16
7.251 VANGUARD MID-CAP INDEX ADMIRAL SHARES #   2022-04-21 2024-01-16
37.844 VANGUARD GROWTH INDEX ADM   2021-06-28 2024-01-16
8.63738 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH   2021-06-21 2024-01-16
28.24562 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH   2021-06-21 2024-01-16
38.458 VANGUARD 500 INDEX ADMIRAL FUND #540   2022-04-21 2024-01-16
1239.506 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2   2023-12-18 2024-01-29
1952.698 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2   2023-05-23 2024-01-29
372.48464 JP MORGAN CORE BOND R6 #3900   2023-12-20 2024-01-29
58.02636 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-01-29
544.00094 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-01-29
613.00106 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-01-29
119.652 JP MORGAN SHORT DURATION BD R6 #3944   2022-11-28 2024-01-29
5.569 JP MORGAN EQUITY INCOME FUND I FUND #312   2023-12-14 2024-01-29
778.716 JP MORGAN EQUITY INCOME FUND I FUND #312   2022-12-20 2024-01-29
266.057 JP MORGAN EQUITY INCOME FUND I FUND #312   2023-12-14 2024-01-29
1014.783 JP MORGAN EQUITY INCOME FUND I FUND #312   2022-12-29 2024-01-29
181.881 THRIVENT SMALL CAP STOCK FUND S #94   2023-10-20 2024-01-29
192.653 THRIVENT SMALL CAP STOCK FUND S #94   2022-03-23 2024-01-29
369.147 THRIVENT SMALL CAP STOCK FUND S #94   2023-09-14 2024-01-29
244.538 THRIVENT SMALL CAP STOCK FUND S #94   2023-01-26 2024-01-29
13.508 VANGUARD MID-CAP INDEX ADMIRAL SHARES #   2022-03-23 2024-01-29
14.954 VANGUARD MID-CAP INDEX ADMIRAL SHARES #   2022-03-23 2024-01-29
14.382 JP MORGAN LARGE CAP GROWTH R6   2022-06-02 2024-02-20
10.035 VANGUARD GROWTH INDEX ADM   2021-06-28 2024-02-20
2.209 VANGUARD 500 INDEX ADMIRAL FUND #540   2022-12-20 2024-02-20
20.165 THRIVENT LARGE CAP VALUE FUND S FUND #92   2024-02-20 2024-04-22
.722 VANGUARD EQUITY INCOME ADM FUND #565   2022-06-02 2024-04-22
43.335 DFA US SMALL CAP PORTFOLIO #5031   2024-03-19 2024-05-08
51.565 FIDELITY INTERNATIONAL INDEX FUND #2363   2023-03-20 2024-05-08
107.88616 FIDELITY INTERMEDIATE TREASURY BOND INDE   2023-01-26 2024-05-08
1054.13484 FIDELITY INTERMEDIATE TREASURY BOND INDE   2023-01-26 2024-05-08
48.563 JP MORGAN LARGE CAP GROWTH R6   2022-06-02 2024-05-08
160.493 JP MORGAN US EQUITY FUND CLASS I #1224   2024-03-19 2024-05-08
69.30169 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-05-08
547.11331 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-05-08
929.142 JP MORGAN SHORT DURATION BD R6 #3944   2023-02-15 2024-05-08
66.819 MFS INTERNATIONAL EQUITY FUND R6 FUND 40   2024-03-19 2024-05-08
38.50225 PIMCO INCOME FUND INST CLASS FUND 1821   2024-01-29 2024-05-08
200.81175 PIMCO INCOME FUND INST CLASS FUND 1821   2024-01-29 2024-05-08
280.549 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY   2022-06-02 2024-05-08
97.321 THRIVENT LARGE CAP VALUE FUND S FUND #92   2024-03-19 2024-05-08
23.44821 VANGUARD EQUITY INCOME ADM FUND #565   2022-06-02 2024-05-08
15.97579 VANGUARD EQUITY INCOME ADM FUND #565   2022-06-02 2024-05-08
419.159 VANGUARD SHORT TERM BOND INDEX ADMIRAL F   2022-11-28 2024-05-08
98.99525 VANGUARD SHORT-TERM INVMT GRADE ADM CL F   2024-01-29 2024-05-08
570.82975 VANGUARD SHORT-TERM INVMT GRADE ADM CL F   2024-01-29 2024-05-08
4.91 VANGUARD MID-CAP INDEX ADMIRAL SHARES #   2022-03-23 2024-05-08
37.592 VANGUARD GROWTH INDEX ADM   2021-06-28 2024-05-08
12.77219 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH   2021-06-21 2024-05-08
16.95181 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH   2021-04-01 2024-05-08
36.718 VANGUARD 500 INDEX ADMIRAL FUND #540   2021-06-04 2024-05-08
13.009 FIDELITY INTERNATIONAL INDEX FUND #2363   2023-03-20 2024-05-20
6.913 JP MORGAN LARGE CAP GROWTH R6   2022-06-02 2024-05-20
44.135 JP MORGAN US EQUITY FUND CLASS I #1224   2024-01-29 2024-05-20
18.748 MFS INTERNATIONAL EQUITY FUND R6 FUND 40   2024-02-20 2024-05-20
76.984 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY   2022-06-02 2024-05-20
8.847 VANGUARD EQUITY INCOME ADM FUND #565   2022-06-02 2024-05-20
.443 VANGUARD MID-CAP INDEX ADMIRAL SHARES #   2022-12-20 2024-05-20
12.474 VANGUARD GROWTH INDEX ADM   2023-03-20 2024-05-20
4.617 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH   2022-03-23 2024-05-20
7.258 VANGUARD 500 INDEX ADMIRAL FUND #540   2022-12-20 2024-05-20
44.016 FIDELITY INTERMEDIATE TREASURY BOND INDE   2023-04-20 2024-06-11
14.122 JP MORGAN LARGE CAP GROWTH R6   2022-06-02 2024-06-11
1.452 JP MORGAN US EQUITY FUND CLASS I #1224   2024-01-29 2024-06-11
235.656 VANGUARD SHORT TERM BOND INDEX ADMIRAL F   2024-05-20 2024-06-11
1375.803 VANGUARD SHORT TERM BOND INDEX ADMIRAL F   2023-02-21 2024-06-11
1759.175 VANGUARD SHORT TERM BOND INDEX ADMIRAL F   2024-05-22 2024-06-11
4579.381 VANGUARD SHORT TERM BOND INDEX ADMIRAL F   2022-11-28 2024-06-11
12.555 VANGUARD GROWTH INDEX ADM   2023-03-20 2024-06-11
11.052 VANGUARD GROWTH INDEX ADM   2021-06-28 2024-06-11
6.443 VANGUARD 500 INDEX ADMIRAL FUND #540   2022-12-20 2024-06-11
2.089 JP MORGAN US EQUITY FUND CLASS I #1224   2024-01-29 2024-07-22
2.171 VANGUARD 500 INDEX ADMIRAL FUND #540   2023-06-20 2024-07-22
61.138 FIDELITY INTERMEDIATE TREASURY BOND INDE   2023-06-20 2024-08-20
42.003 JP MORGAN US EQUITY FUND CLASS I #1224   2024-01-29 2024-08-20
40.532 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-08-20
1.228 VANGUARD 500 INDEX ADMIRAL FUND #540   2023-06-20 2024-08-20
8.422 DFA US SMALL CAP PORTFOLIO #5031   2024-01-29 2024-09-20
5.684 FIDELITY INTERNATIONAL INDEX FUND #2363   2023-06-20 2024-09-20
38.133 FIDELITY INTERMEDIATE TREASURY BOND INDE   2023-06-20 2024-09-20
7.316 JP MORGAN LARGE CAP GROWTH R6   2023-08-21 2024-09-20
17.97 JP MORGAN US EQUITY FUND CLASS I #1224   2024-01-29 2024-09-20
21.134 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-09-20
9.188 MFS INTERNATIONAL EQUITY FUND R6 FUND 40   2023-05-23 2024-09-20
6.191 THRIVENT LARGE CAP VALUE FUND S FUND #92   2024-01-29 2024-09-20
4.507 VANGUARD EQUITY INCOME ADM FUND #565   2022-06-02 2024-09-20
1.803 VANGUARD MID-CAP INDEX ADMIRAL SHARES #   2023-06-20 2024-09-20
4.972 VANGUARD GROWTH INDEX ADM   2023-08-21 2024-09-20
6.442 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH   2022-03-23 2024-09-20
4.456 VANGUARD 500 INDEX ADMIRAL FUND #540   2023-06-20 2024-09-20
160.59 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY   2024-01-29 2024-10-09
1595.329 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY   2023-09-14 2024-10-09
1114.962 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY   2024-09-30 2024-10-09
2529.29 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY   2023-09-29 2024-10-09
.702 VANGUARD 500 INDEX ADMIRAL FUND #540   2005-10-18 2024-10-09
6.337 JP MORGAN LARGE CAP GROWTH R6   2023-10-20 2024-10-21
3.728 JP MORGAN US EQUITY FUND CLASS I #1224   2024-01-29 2024-10-21
3.907 VANGUARD GROWTH INDEX ADM   2023-10-20 2024-10-21
2.623 VANGUARD 500 INDEX ADMIRAL FUND #540   2023-10-20 2024-10-21
87.399 DFA US SMALL CAP PORTFOLIO #5031   2024-09-30 2024-10-30
159.03092 DFA INTERNATIONAL VALUE I #5045   2024-10-09 2024-10-30
124.43308 DFA INTERNATIONAL VALUE I #5045   2024-10-09 2024-10-30
100.492 FIDELITY INTERNATIONAL INDEX FUND #2363   2023-08-15 2024-10-30
469.88017 FIDELITY INTERMEDIATE TREASURY BOND INDE   2023-05-23 2024-10-30
2762.20183 FIDELITY INTERMEDIATE TREASURY BOND INDE   2022-11-28 2024-10-30
142.661 JP MORGAN LARGE CAP GROWTH R6   2023-09-29 2024-10-30
424.121 JP MORGAN US EQUITY FUND CLASS I #1224   2024-09-30 2024-10-30
348.26493 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-10-30
1324.73807 JP MORGAN CORE BOND R6 #3900   2023-05-23 2024-10-30
2864.498 JP MORGAN SHORT DURATION BD R6 #3944   2023-08-31 2024-10-30
143.947 MFS INTERNATIONAL EQUITY FUND R6 FUND 40   2023-05-23 2024-10-30
677.57169 PIMCO INCOME FUND INST CLASS FUND 1821   2024-09-30 2024-10-30
366.30031 PIMCO INCOME FUND INST CLASS FUND 1821   2024-09-30 2024-10-30
227.21 THRIVENT LARGE CAP VALUE FUND S FUND #92   2024-09-30 2024-10-30
89.542 VANGUARD EQUITY INCOME ADM FUND #565   2022-06-02 2024-10-30
2257.279 VANGUARD SHORT-TERM INVMT GRADE ADM CL F   2023-09-14 2024-10-30
13.579 VANGUARD MID-CAP INDEX ADMIRAL SHARES #   2023-02-15 2024-10-30
109.335 VANGUARD GROWTH INDEX ADM   2023-09-14 2024-10-30
76.875 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH   2022-03-23 2024-10-30
100.733 VANGUARD 500 INDEX ADMIRAL FUND #540   2023-09-14 2024-10-30
21.069 JP MORGAN US EQUITY FUND CLASS I #1224   2024-01-29 2024-11-20
11.43 THRIVENT LARGE CAP VALUE FUND S FUND #92   2024-01-29 2024-11-20
7.651 VANGUARD GROWTH INDEX ADM   2023-10-20 2024-11-20
6.876 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH   2022-03-23 2024-11-20
2.615 VANGUARD 500 INDEX ADMIRAL FUND #540   2023-10-20 2024-11-20
12.564 JP MORGAN LARGE CAP GROWTH R6   2022-06-02 2024-12-20
8.095 VANGUARD GROWTH INDEX ADM   2023-03-20 2024-12-20
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 1,643   1,610 33
b 2,837   2,627 210
c 8,343   8,326 17
d 3,873   3,154 719
e 6,473   6,506 -33
6,451   6,287 164
1,486   1,522 -36
2,119   2,062 57
1,078   1,024 54
1,579   1,753 -174
2,733   3,006 -273
2,422   2,365 57
4,034   3,966 68
2,046   2,091 -45
6,084   5,496 588
851   909 -58
2,784   2,948 -164
16,916   15,491 1,425
26,711   23,121 3,590
42,081   36,340 5,741
3,811   3,822 -11
594   595 -1
5,565   5,576 -11
6,271   6,283 -12
1,281   1,247 34
129   126 3
17,988   14,302 3,686
6,146   6,049 97
23,441   22,044 1,397
5,375   4,783 592
5,693   5,955 -262
10,908   10,003 905
7,226   7,378 -152
3,891   3,913 -22
4,307   4,222 85
996   751 245
1,703   1,479 224
1,016   778 238
592   566 26
63   68 -5
1,975   1,935 40
2,566   2,200 366
1,018   1,071 -53
9,951   10,278 -327
3,516   2,532 984
3,757   3,632 125
696   710 -14
5,498   5,608 -110
9,914   9,782 132
2,305   2,268 37
404   408 -4
2,109   2,129 -20
3,106   2,735 371
2,902   2,794 108
2,096   2,159 -63
1,428   1,460 -32
4,187   4,133 54
1,006   1,013 -7
5,800   5,840 -40
1,481   1,372 109
6,632   5,377 1,255
1,352   1,377 -25
1,794   1,824 -30
17,592   14,344 3,248
666   555 111
515   361 154
1,055   967 88
666   621 45
874   775 99
806   832 -26
136   123 13
2,263   1,757 506
500   466 34
3,562   2,557 1,005
418   430 -12
1,076   737 339
35   32 3
2,361   2,370 -9
13,786   13,565 221
17,627   17,643 -16
45,885   45,153 732
2,364   1,540 824
2,081   1,576 505
3,204   949 2,255
52   46 6
1,115   882 233
606   596 10
1,059   920 139
425   415 10
635   499 136
409   372 37
299   263 36
381   369 12
586   417 169
463   394 69
224   217 7
336   293 43
195   174 21
427   424 3
584   470 114
975   712 263
729   650 79
2,351   1,331 1,020
1,847   1,622 225
18,346   15,977 2,369
12,822   12,176 646
29,087   25,150 3,937
375   76 299
525   351 174
99   82 17
792   553 239
1,418   1,023 395
4,265   4,024 241
3,389   3,464 -75
2,652   2,710 -58
5,117   4,342 775
4,534   4,652 -118
26,655   26,702 -47
11,732   7,915 3,817
11,193   10,347 846
3,570   3,587 -17
13,579   13,589 -10
30,965   29,979 986
5,127   4,533 594
7,169   7,223 -54
3,875   3,952 -77
7,257   6,942 315
8,576   8,201 375
23,318   22,484 834
4,468   3,735 733
22,173   15,617 6,556
8,802   7,961 841
54,076   40,381 13,695
564   461 103
373   321 52
1,589   1,053 536
823   685 138
1,430   1,020 410
1,065   656 409
1,739   993 746
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
      10,678
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       33
b       210
c       17
d       719
e       -33
      164
      -36
      57
      54
      -174
      -273
      57
      68
      -45
      588
      -58
      -164
      1,425
      3,590
      5,741
      -11
      -1
      -11
      -12
      34
      3
      3,686
      97
      1,397
      592
      -262
      905
      -152
      -22
      85
      245
      224
      238
      26
      -5
      40
      366
      -53
      -327
      984
      125
      -14
      -110
      132
      37
      -4
      -20
      371
      108
      -63
      -32
      54
      -7
      -40
      109
      1,255
      -25
      -30
      3,248
      111
      154
      88
      45
      99
      -26
      13
      506
      34
      1,005
      -12
      339
      3
      -9
      221
      -16
      732
      824
      505
      2,255
      6
      233
      10
      139
      10
      136
      37
      36
      12
      169
      69
      7
      43
      21
      3
      114
      263
      79
      1,020
      225
      2,369
      646
      3,937
      299
      174
      17
      239
      395
      241
      -75
      -58
      775
      -118
      -47
      3,817
      846
      -17
      -10
      986
      594
      -54
      -77
      315
      375
      834
      733
      6,556
      841
      13,695
      103
      52
      536
      138
      410
      409
      746
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 87,116
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 1,599
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,599
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,599
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 352
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 648
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
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 9 599
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 .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowJEFF CARMICHAEL Telephone no.right arrow (740) 374-6147

Located atright arrow138 PUTNAM STREETMARIETTAOH ZIP+4right arrow45750
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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)
Yes
 
(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
 
No
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
 
No
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
GEORGE BROUGHTON DIRECTOR
1 		0    
3700 STATE ROUTE 60
MARIETTA,OH45750
KEVIN EAGAN GRANT COORDINATOR-VP, VC
1 		0    
138 PUTNAM STREET
MARIETTA,OH45750
JEFF CARMICHAEL TREASURER
1 		0    
138 PUTNAM STREET
MARIETTA,OH45750
CHUCK SULERZYSKI DIRECTOR
1 		0    
138 PUTNAM STREET
MARIETTA,OH45750
STACI MATHENEY CHAIRMAN & PRESIDENT
1 		0    
138 PUTNAM STREET
MARIETTA,OH45750
JIM HUGGINS DIRECTOR
1 		0    
138 PUTNAM STREET
MARIETTA,OH45750
KATHRYN BAILEY VICE PRESIDENT
1 		0    
138 PUTNAM STREET
MARIETTA,OH45750
M RYAN KIRKHAM SECRETARY
1 		0    
138 PUTNAM STREET
MARIETTA,OH45750
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
1,941,303
b
Average of monthly cash balances.......................
1b
156,031
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,097,334
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
2,097,334
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,460
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,065,874
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
103,294
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
103,294
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,599
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,599
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
101,695
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
101,695
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
101,695
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
783,246
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
783,246
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 7 101,695
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...... 455,874
b From 2020...... 728,169
c From 2021...... 566,090
d From 2022...... 639,604
e From 2023...... 656,449
f Total of lines 3a through e ........ 3,046,186
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 783,246
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..... 101,695
e Remaining amount distributed out of corpus 681,551
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 3,727,737
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		455,874
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,271,863
10 Analysis of line 9:
a Excess from 2020.... 728,169
b Excess from 2021.... 566,090
c Excess from 2022.... 639,604
d Excess from 2023.... 656,449
e Excess from 2024.... 681,551
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 e-mail address of the person to whom applications should be addressed:
KEVIN EAGAN
138 PUTNAM STREET
MARIETTA,OH45750
(740) 374-6172
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRINCIPAL AREAS IN OHIO, WEST VIRGINIA, KENTUCKY, VIRGINIA, WASHINGTON DC, AND MARYLAND
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

FOUNDATION FOR APPALACHIAN OHIO

PO BOX 456
NELSONVILLE,OH45764 		NONE PC PROGRAM SUPPORT 12,100

THE ARC OF THE MID OHIO VALLEY INC
ATTN MS ELIZABETH FORD
1917 DUDLEY AVE
PARKERSBURG,WV26101 		NONE PC PROGRAM SUPPORT 1,000

CASTING FOR KIDS INC
ATTN MR CHRIS FERGUSON
P O BOX 625
WITTENSVILLE,KY41274 		NONE PC PROGRAM SUPPORT 2,500

THE DANE FOUNDATION INC
ATTN MS LOWERY LOCKARD CEO
PO BOX 124
CUYAHOGA FALLS,OH44222 		NONE PC PROGRAM SUPPORT 1,000

CITY OF RUSSELL FIRE DEPT RESCUE EQUIPME
ATTN MR TODD SELVAGE CAPTAIN
500 BELLEFONTE DR
RUSSELL,KY41169 		NONE PC PROGRAM SUPPORT 2,000

WASHINGTON STATE COMMUNITY COLLEGE FND
ATTN MS CHERYL CANADAY
710 COLEGATE DR
MARIETTA,OH45750 		NONE PC SCHOLARSHIPS 25,000

HIGHLAND COUNTY SOCIETY FOR
CRIPPLED CHILDREN & ADULTS
PO BOX 972
HILLSBORO,OH45133 		NONE PC PROGRAM SUPPORT 2,500

RURAL ACTION INC
ATTN MS DEBBIE PHILLIPS CEO
9030 HOCKING HILLS DR
THE PLAINS,OH45780 		NONE PC PROGRAM SUPPORT 1,000

GROW HIGHLAND COUNTY
ATTN MS TRACY EVANS
PO BOX 184
HILLSBORO,OH45133 		NONE PC PROGRAM SUPPORT 2,500

HAVAR INC
ATTN MR SHELBY RHODES
396 RICHLAND AVE
ATHENS,OH45701 		NONE PC PROGRAM SUPPORT 560

SOUTHEASTERN OHIO PORT AUTHORITY
ATTN MR ANDY KUHN
204 FRONT ST
MARIETTA,OH45750 		NONE PC PROGRAM SUPPORT 12,000

WOMEN WALKING WEST INC
ATTN MS ALICIA FARBSTEIN
8337 VERBENA LN
LIBERTY TWP,OH45044 		NONE PC PROGRAM SUPPORT 3,000

APPALACHIAN PARTNERSHIP INC

35 PUBLIC SQ
NELSONVILLE,OH45764 		NONE PC PROGRAM SUPPORT 50,000

MUSKINGUM VALLEY HEALTH CENTERS

859 N MAIN ST
MALTA,OH43758 		NONE PC PROGRAM SUPPORT 15,000

SHEPHERDS CENTER OF GREENBRIER VALLEY

PO BOX 54
LEWISBURG,WV24901 		NONE PC PROGRAM SUPPORT 1,000

ATHENS ARTISTS MEMORIAL PROJECT
ATTN MR DOUG BROOKS PRESIDENT
PO BOX 278
ATHENS,OH45701 		NONE PC PROGRAM SUPPORT 1,000

BETSEY MILLS CORPORATION
ATTN MRS KERRY JEAN WADDLEDIR
300 FOURTH STREET
MARIETTA,OH45750 		NONE PC PROGRAM SUPPORT 12,500

EVERY MEAL

2723 PATTON RD
ROSEVILLE,MN55113 		NONE PC PROGRAM SUPPORT 1,000

GREATER TWIN CITIES UNITED WAY

404 SOUTH EIGHTH STREET
MINNEAPOLIS,MN55404 		NONE PC PROGRAM SUPPORT 1,000

JOHN CLEM RECOVERY HOUSE
ATTN MR STEVE ABDELLA BOARD MEMBER
8044 DAIRY LANE
ATHENS,OH45701 		NONE PC PROGRAM SUPPORT 1,000

MARIETTA COLLEGE

215 FIFTH STREET
MARIETTA,OH45750 		NONE PC PROGRAM SUPPORT 41,000

MEMORIAL HEALTH FOUNDATION

P O BOX 97
MARIETTA,OH45750 		NONE PC PROGRAM SUPPORT 25,000

NTL FNDN FOR CONSUMER CREDIT INC

2435 DUDLEY AVENUE
PARKERSBURG,WV26101 		NONE PC PROGRAM SUPPORT 2,500

TYGART VALLEY UNITED WAY INC

221 WASHINGTON STREET
FAIRMONT,WV26554 		NONE PC PROGRAM SUPPORT 1,000

UNITED APPEAL OF MASON COUNTY

PO BOX 327
MAYSVILLE,KY41056 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY GUERNSEY & NOBLE

PO BOX 5
CAMBRIDGE,OH43725 		NONE PC PROGRAM SUPPORT 5,000

UNITED WAY MUSK PERRY & MORGAN

526 PUTNAM AVE
ZANESVILLE,OH43701 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY NORTHWEST VERMONT

412 FARRELL STREET SUITE 200
S BURLINGTON,VT05403 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF CENTRAL WV
ATTN KRISTI MOREY
1 UNITED WAY SQUARE
CHARLESTON,WV25301 		NONE PC PROGRAM SUPPORT 4,000

UNITED WAY OF CLINTON COUNTY INC
ATTN MS AMANDA HARRISON
63 W MAIN ST
WILMINGTON,OH45177 		NONE PC PROGRAM SUPPORT 5,000

UNITED WAY OF COSHOCTON COUNTY
ATTN MS LYN MIZER
PO BOX 84
COSHOCTON,OH43812 		NONE PC PROGRAM SUPPORT 2,000

UNITED WAY OF EASTERN KENTUCKY

PO BOX 1446
PRESTONBURG,KY41653 		NONE PC PROGRAM SUPPORT 5,000

UNITED WAY OF FAIRFIELD COUNTY

115 S BROAD STREET
LANCASTER,OH43130 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF GALLIA COUNTY INC

PO BOX 771
GALLIPOLIS,OH45631 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF GREATER CINCINNATI

2400 READING ROAD
CINCINNATI,OH45202 		NONE PC PROGRAM SUPPORT 5,000

UNITED WAY OF GREATER CLEVELAND

1331 EUCLID AVE
CLEVELAND,OH44115 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF GREATER RICHMOND

7814 CAROUSEL LN STE 400
RICHMOND,VA23294 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF GREENBRIER VALLEY

PO BOX 572
LEWISBURG,WV24901 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF HARRISON COUNTY

445 WEST MAIN STREET ROOM 203
CLARKSBURG,WV26301 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF JACKSON COUNTY INC

PO BOX 242
JACKSON,OH45640 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF KNOX COUNTY OHIO

305 E HIGH ST
MOUNT VERNON,OH43050 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF LEWIS COUNTY

PO BOX 44
WESTON,WV26452 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF LICKING COUNTY

PO BOX 4490
NEWARK,OH43058 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY ALLIANCE OF MOV
ATTN MS STACY DECICCO
935 MARKET STREET
PARKERSBURG,WV26101 		NONE PC PROGRAM SUPPORT 10,000

UNITED WAY OF NORTHEAST KENTUCKY
ATTN JERRI COMPTON
PO BOX 2285
ASHLAND,KY41105 		NONE PC PROGRAM SUPPORT 2,000

UNITED WAY OF SUMMIT COUNTY

37 N HIGH STREET
AKRON,OH44308 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF THE BLUEGRASS INC

651 PERIMETER DR STE 510
LEXINGTON,KY40517 		NONE PC PROGRAM SUPPORT 2,000

UNITED WAY OF THE RIVER CITIES

820 MADISON AVE
HUNTINGTON,WV25704 		NONE PC PROGRAM SUPPORT 1,000

UNITED WAY OF WARREN COUNTY OHIO

645 OAK STREET
LEBANON,OH45036 		NONE PC PROGRAM SUPPORT 2,000

WASCO INC
ATTN MS ALICIA SIMMS CEO
340 MUSKINGUM DRIVE
MARIETTA,OH45750 		NONE PC PROGRAM SUPPORT 2,500

BROOKESVILLE BAPTIST CHURCH

136 MIAMI ST
BROOKSVILLE,KY41004 		NONE PC PROGRAM SUPPORT 1,000

CARING FOR OTHERS INC

PO BOX 8
TOLLESBORO,KY41189 		NONE PC PROGRAM SUPPORT 1,000

MOUNTAINEER FOOD BANK INC
ATTN MR J CHAD MORRISON CEO
484 ENTERPRISE DR
GASSAWAY,WV26624 		NONE PC PROGRAM SUPPORT 5,000

MT ORAB CH OF CHRIST FOOD PANTRY

400 SMITH RD
MT ORAB,OH45154 		NONE PC PROGRAM SUPPORT 2,000

NIGHBERT MEM UNITED METHODIST

301 COLE ST
LOGAN,WV25601 		NONE PC PROGRAM SUPPORT 1,000

ROANE COUNTY HELPING HAND INC

PO BOX 576
SPENCER,WV25276 		NONE PC PROGRAM SUPPORT 1,000

APPALACHIA REACH OUT

PO BOX 2147
INEZ,KY41224 		NONE PC PROGRAM SUPPORT 1,000

FACING HUNGER FOODBANK INC
ATTN CYNTHIA KIRKHARTDIRECTOR
1327 7TH AVE
HUNTINGTON,WV25701 		NONE PC PROGRAM SUPPORT 10,000

THE GOOD SHEPHERDS PLACE
ATTN MRS ROBIN SCANLANDIRECTOR
PO BOX 114
BETHEL,OH45106 		NONE PC PROGRAM SUPPORT 1,000

GRACE PANTRY INC

1101 STEUBENVILLE AVE
CAMBRIDGE,OH43725 		NONE PC PROGRAM SUPPORT 1,000

HEART & HAND OUTREACH MINISTRIES
ATTN MR EDDIE BUCKLENDIRECTOR
212 D ST
S CHARLESTON,WV25303 		NONE PC PROGRAM SUPPORT 3,000

POTTERS HOUSE MINISTRIES INC

5409 WINCHESTER AVE
PORTSMOUTH,OH45662 		NONE PC PROGRAM SUPPORT 1,000

SOUTH WEBSTER FOOD PANTRY

8 POTTS ST
SOUTH WEBSTER,OH45682 		NONE PC PROGRAM SUPPORT 1,000

BLANCHESTER COMM FOOD PANTRY

318 E MAIN ST
BLANCHESTER,OH45107 		NONE PC PROGRAM SUPPORT 1,000

CLINTON COUNTY COMM ACTION PROG

PO BOX 32
WILMINGTON,OH45177 		NONE PC PROGRAM SUPPORT 2,000

COPE INC

900 N ALLEGHANY AVE
COVINGTON,VA244261143 		NONE PC PROGRAM SUPPORT 1,000

LOAVES AND FISHES INC
ATTN REVERAND SR JUDY YUNKER
9608 MOORFIELD CIR
LOUISVILLE,KY40241 		NONE PC PROGRAM SUPPORT 1,000

FOOD PROGRAM AND CLOTHESLINE - JACKSON

210 PEARL ST
JACKSON,OH456401722 		NONE PC PROGRAM SUPPORT 1,000

FRANKLIN AREA COMMUNITY SERVICES
ATTN MARTY BAKER
345 S MAIN ST
FRANKLIN,OH45005 		NONE PC PROGRAM SUPPORT 5,500

GALLIA COUNTY SNACK PACK

PO BOX 169
GALLIPOLIS,OH45631 		NONE PC PROGRAM SUPPORT 1,000

GODS PANTRY FOOD BANK INC
ATTN REBECCA WALLACE
1685 JAGGIE FOX WAY
LEXINGTON,KY40511 		NONE PC PROGRAM SUPPORT 2,000

HEART & HAND

PO BOX 128
PHILIPPI,WV26416 		NONE PC PROGRAM SUPPORT 1,000

HEAVENS HARVEST FOOD PANRTY
ATTN MS RENEE THORSBERRY
PO BOX 394
MARTIN,KY41649 		NONE PC PROGRAM SUPPORT 1,000

HELPING HANDS CHRISTIAN OUTREACH

5 IVY COURT
JACKSON,KY413391185 		NONE PC PROGRAM SUPPORT 2,000

HELPING HANDS INC

PO BOX 633
GREENUP,KY41144 		NONE PC PROGRAM SUPPORT 1,000

HENRY COUNTY HELP CENTER INC

4844 NORTH MAIN ST
EMINENCE,KY40019 		NONE PC PROGRAM SUPPORT 7,000

HOPE UNITED METHODIST CHURCH

PO BOX 620
WELLSTON,OH456920620 		NONE PC PROGRAM SUPPORT 1,000

INTERCHURCH SOCIAL SERVICES

PO BOX 1052
MOUNT VERNON,OH43050 		NONE PC PROGRAM SUPPORT 1,000

FAMILY PROMISE OF WARREN COUNTY
ATTN MRS LINDA RABOLTDIRECTOR
203 E WARREN ST
LEBANON,OH450361855 		NONE PC PROGRAM SUPPORT 1,000

LEBANON FOOD PANTRY INC
ATTN JERRY HARROD
190 NEW ST
LEBANON,OH45036 		NONE PC PROGRAM SUPPORT 1,000

LINCOLN COUNTY OPPORTUNITY CO

360 MAIN ST
HAMLIN,WV25523 		NONE PC PROGRAM SUPPORT 1,000

LOWELL AREA MISSION BASKET

PO BOX 227
LOWELL,OH45744 		NONE PC PROGRAM SUPPORT 1,000

MONTGOMERY COUNTY FOOD COUNCIL

4825 CORDELL AVE
BETJESDA,MD20814 		NONE PC PROGRAM SUPPORT 9,000

MORGAN COUNTY UNITED MINISTRIES

PO BOX 303
MCCONNELSVILLE,OH43756 		NONE PC PROGRAM SUPPORT 1,000

THE SALVATION ARMY

966 EAST MAIN STREET
COLUMBUS,OH43205 		NONE PC PROGRAM SUPPORT 5,000

NO HUNGER FOOD PANTRY INC

1249 SARVIS FORK RD
SANDYVILLE,WV25275 		NONE PC PROGRAM SUPPORT 1,000

RIPLEY FIRST PRESBYTERIAN CHURCH

PO BOX 95
RIPLEY,OH45167 		NONE PC PROGRAM SUPPORT 1,000

UPSHUR COOPERATIVE PARISH INC

68 COLLEGE AVENUE
BUCKHANNON,WV26201 		NONE PC PROGRAM SUPPORT 1,000

WATER INTO WINE FOOD PANTRY

5083 MIDDLE FORK B
SALYERSVILLE,KY41465 		NONE PC PROGRAM SUPPORT 1,000

WEST FORK BAPTIST

10127 WEST FORK RD
GEORGETOWN,OH45121 		NONE PC PROGRAM SUPPORT 1,000

WILLIAMSBURG COMMUNITY MISSION

330 GAY ST
WILLIAMSBURG,OH45176 		NONE PC PROGRAM SUPPORT 1,000

MEIGS UNITED METHODIST
COOPERATIVE PARRISH
PO BOX 171
POMEROY,OH45769 		NONE PC PROGRAM SUPPORT 2,000

LIMESTONE MINISTRIES INC

1679 FOREST AVENUE
MARYSVILLE,KY41056 		NONE PC PROGRAM SUPPORT 1,000

ADAM'S HOUSE MINISTRIES

304 EAST ST
MIDDLEBOURNE,WV26149 		NONE PC PROGRAM SUPPORT 1,000

ELY CHAPMAN EDUCATION FOUNDATION
ATTN MR GARY L WILLIAMS
403 SCAMMEL STREET
MARIETTA,OH45750 		NONE PC PROGRAM SUPPORT 4,200

FAMILY REFUGE CENTER INC
ATTN MS COURTNEY MCCOY
PO BOX 213 COLEMAN DRIVE
LEWISBURG,WV24901 		NONE PC PROGRAM SUPPORT 3,000

SERVICE CORPS RETIRED EXECS ASSC
ATTN MR MADHU DEWAN
175 S MAIN ST SUITE 204
AKRON,OH44308 		NONE PC PROGRAM SUPPORT 5,000

WOODLEY HOUSE INC
ATTN MS SUE BREITKOPF
3000 CONNECTICUT AVE NW SUITE 108
WASHINGTON,DC20008 		NONE PC PROGRAM SUPPORT 5,000

WEST VIRGINIA UNIVERSITY

300 CAMPUS DR
PARKERSBURG,WV26104 		NONE I SCHOLARSHIP 8,000

MARSHALL UNIVERSITY

1 JOHN MARSHALL DR 101 OLD MAIN BL
HUNTINGTON,WV25755 		NONE I SCHOLARSHIP 2,000

SHAWNEE STATE UNIVERSITY

940 SECOND ST
PORTSMOUTH,OH45662 		NONE I SCHOLARSHIP 6,000

AMPUTEE CENTER

2311 OHIO AVE STE B
PARKERSBURG,WV261012559 		NONE PC EMOTIONAL SUPPORT SERVICE 2,500

AUTISM RESOURCES & EDUCATION SYS

2631 STATE ROUTE 34
WINFIELD,WV252137797 		NONE PC PROGRAM SUPPORT FOR 3,300

CAMBRIDGE PERFORMING ARTS CTR

642 WHEELING AVE
CAMBRIDGE,OH43725 		NONE PC PROGRAM SUPPORT 2,000

CAMBRIDGE-GUERNSEY COMMUNITY

9900 BRICK CHURCH ROAD STE 2
CAMBRIDGE,OH43725 		NONE PC PROGRAM SUPPORT 3,150

CENTRAL VALLEY FEED THE HOMELESS

401 CENTRAL AVE
ELIZABETHTOWN,KY427011320 		NONE PC HOLIDAY DONATION 1,000

CHURCH IN THE VILLAGE

8673 SWEETBRIAR CT
FRANKLIN,OH450057907 		NONE PC PROGRAM SUPPORT 1,000

COMMUNITY ACTION OF SO KY INC

921 BEAUTY AVE
BOWLING GREEN,KY42101 		NONE PC PROGRAM SUPPORT 3,000

DARE TO CARE INC

5803 FERN VALLEY RD
LOUISVILLE,KY40228 		NONE PC PROGRAM SUPPORT 2,000

EDMONSON COUNTY SENIOR PANTRY

108 EAST MAIN CROSS STREET
BROWNSVILLE,KY422100000 		NONE PC PROGRAM SUPPORT 1,000

EMMANUEL UNITED METHODIST CHURCH

136 SCHOOLHOUSE WAY
WHITE SULPHUR SPRINGS,WV24986 		NONE PC PROGRAM SUPPORT 1,000

FOOD NETWORK ANGELS

3790 US HIGHWAY 50
WILLIAMSBURG,OH45176 		NONE PC PROGRAM SUPPORT 2,000

GMN TRI-COUNTY COMMUNITY ACTION

615 NORTH STREET
CALDWELL,OH43724 		NONE PC PROGRAM SUPPORT 1,000

GOSPEL MISSION OF MARIETTA INC

309 LANCASTER ST
MARIETTA,OH457502738 		NONE PC PROGRAM SUPPORT 1,000

GREATER MARIETTA COM FOOD PANTRY

635 STATE ROUTE 821
MARIETTA,OH457505304 		NONE PC PROGRAM SUPPORT 1,000

HERE2HELP

4814 FALSTONE AVE
CHEVY CHASE,MD20815 		NONE PC PROGRAM SUPPORT 9,000

HOCKING-ATHENS PERRY COMMUNITY ACTION

PO BOX 220
GLOUSTER,OH457320220 		NONE PC PROGRAM SUPPORT 5,000

LEADERSHIP KENTUCKY FOUNDATION INC

464 CHENAULT RD
FRANKFORT,KY406019260 		NONE PC PROGRAM SUPORT 1,000

LIVING FAITH BAPTIST CHURCH

6515 US HIGHWAY 231 N
HARTFORD,KY423479578 		NONE PC PROGRAM SUPPORT 1,000

MADISONVILLE EDUCATION & ASSIST

4600 ERIE AVE
CINCINNATI,OH452272225 		NONE PC PROGRAM SUPPORT 1,000

MARIETTA COMMUNITY FOUNDATION INC

100 PUTNAM ST
MARIETTA,OH457502942 		NONE PC PROGRAM SUPPORT 10,000

METRO UNITED WAY INC

PO BOX 4488
LOUISVILLE,KY402040488 		NONE PC PROGRAM SUPPORT 4,000

MY SISTERS PLACE INC

PO BOX 21463
WASHINGTON,DC20009 		NONE PC PROGRAM SUPPORT 2,500

OHIO PINK RIBBON FUND

5585 MARION JOHNSON RD
ATHENS,OH45701 		NONE PC PROGRAM SUPPORT 1,000

PADEN CITY CHRISTIAN CHURCH

105 E MAIN ST
PADEN CITY,WV26159 		NONE PC HOLIDAY DONATION 1,000

PROTESTANT EPISCOPAL CHURCH-WV
MR DAVID COOPER SENIOR WARDEN
PO BOX 5400
CHARLESTON,WV25361 		NONE PC HOLIDAY DONATION 1,000

RIVER CITIES HARVEST INC

PO BOX 2136
ASHLAND,KY411052136 		NONE PC HOLIDAY DONATION 1,000

ROTARY INTERNATIONAL
DENNIS HARDING
PO BOX 211
BYESVILLE,OH437230211 		NONE PC HOLIDAY DONATION 1,000

SUNNYSIDE CHURCH OF CHRIST

103 WILLETSVILLE PIKE
HILLSBORO,OH45133 		NONE PC GENERAL SUPPORT 1,000

TURNING THE PAGE

80 M STREET SE STE 110
WASHINGTON,DC20003 		NONE PC PROGRAM SUPPORT 2,500

UNITED WAY OF CENTRAL KY

604 N MAIN ST
ELIZABETHTOWN,KY427011223 		NONE PC HOLIDAY DONATION 1,000

UNITED WAY OF SOUTHERN KENTUCKY

1110 COLLEGE ST
BOWLING GREEN,KY421012619 		NONE PC HOLIDAY DONATION 5,000

UNITED WAY OF THE OHIO VALLEY

PO BOX 705
OWENSBORO,KY423020705 		NONE PC HOLIDAY DONATION 3,000

UPPER ROOM FOOD PANTRY

803 VINE ST
COSHOCTON,OH43812 		NONE PC PROGRAM SUPPORT 1,000

VFW DANIEL BOONE POST 5578

PO BOX 272
MADISON,WV25130 		NONE PC HOLIDAY DONATION 1,000

WELL INCUBATOR

1704 DIXIE HWY
LOUISVILLE,KY402102314 		NONE PC PROGRAM SUPPORT 10,000

WELLSTON FIRE DHM

200 PENNSYLVANIA AVE
WELLSTON,OH45692 		NONE PC HOLIDAY DONATION 2,000

THE RARDEN DAILY BREAD INC

P O BOX 3
RARDEN,OH45671 		NONE PC PROGRAM SUPPORT 2,000

BURLINGTON ROTARY FOUNDATION

23 NOTTINGHAM LN
BURLINGTON,VT054082484 		NONE PC SUPPORTS PROGRAM 2,500

Fairmont State University

1202 LOCUST AVE
Fairmont,WV26554 		NONE PC SCHOLARSHIP 1,000

Ohio Northern University

525 S MAIN ST
Ada,OH45810 		NONE PC SCHOLARSHIP 1,000

Eastern Kentucky University

521 LANCASTER AVE
Richmond,KY40475 		NONE PC SCHOLARSHIP 1,000

The Ohio State University

PO BOX 183248
Columbus,OH432183248 		NONE PC SCHOLARSHIP 1,000

Ohio University

CHUBB HALL 020
Athens,OH45701 		NONE PC SCHOLARSHIP 2,000

CHRISTIAN BAPTIST CHURCH OF
VANCEBURG
350 FAIRLANE DR
VANCEBURG,KY41179 		NONE PC SUPPORT 1,000

LEGAL AID OF WEST VIRGINA INC

922 QUARRIER STREET 4TH FLOOR
CHARLESTON,WV25301 		NONE PC SUPPORT 5,000

HEALTHY WORTHINGTON RESOURCE
CENTER & FOOD PANTRY
6700 HUNTLEY RD STE A
COLUMBUS,OH432291186 		NONE PC SUPPORT 1,000

APPALACHIAN CHILDREN'S CHORUS

210 BROOKS STREET SUITE 309
CHARLESTON,WV25271 		NONE PC SUPPORT 2,500

ASHLAND AREA YMCA

3232 MEGAN NEYER WAY
ASHLAND,KY41102 		NONE PC SUPPORT 3,000

BARNESVILLE EVSD

210 W CHURCH ST
BARNESVILLE,OH43713 		NONE PC SUPPORT 1,000

BIG BROTHERS AND SISTERS

501 5TH AVE STE 3
HUNTINGTON,WV25701 		NONE PC SUPPORT 1,000

BOYS AND GIRLS CLUB PLEASANTS

605 CHERRY STREET
ST MARYS,WV26170 		NONE PC SUPPORT 2,000

BOYS HOME OF VIRGINIA

414 BOYS HOME ROAD
COVINGTON,VA24426 		NONE PC SUPPORT 2,000

BRANCH OUT BURLINGTON

93 HOWARD ST
BURLINGTON,VA054014818 		NONE PC SUPPORT 1,500

BUCKEYE TRAIL BRAND BOOSTERS

65555 WINTERGREEN ROAD
LORE CITY,OH43755 		NONE PC SUPPORT 5,000

BUSINESS UNITED INVESTING

2202 18TH STREET NW 104
WASHINGTON,DC20009 		NONE PC SUPPORT 1,000

KENTUCKY WESLEYAN COLLEGE

3000 FREDERICA STREET
OWENSBORO,KY42301 		NONE PC SUPPORT 2,000

CAREERSPRING FOUNDATION

2 CASERTA CT
MISSOURI CITY,TX774591778 		NONE PC SUPPORT 10,000

CASA OF LEXINGTON INC

3245 LOCH NESS DR
LEXINGTON,KY40517 		NONE PC SUPPORT 1,000

CHESAOEAKE & OH HISTORICAL SOC

312 E RIDGEWAY ST
CLIFTON FORGE,VA244221325 		NONE PC SUPPORT 1,000

CIVIL WAR ROUND TABLE OF THE MOV

515 4TH STREET
MARIETTA,OH45750 		NONE PC SUPPORT 1,000

COMMUNITIES IN SCHOOL GREENBRIER

PO BOX 1188
LEWISBURG,WV249014188 		NONE PC SUPPORT 6,500

DAVID SCHOOL INC

352 SUCCESS BOUND ROAD
DAVID,KY41616 		NONE PC SUPPORT 2,000

CHILDRENS MUSEUM OF THE MOV INC

900 MARKET STREET
PARKERSBURG,WV26101 		NONE PC SUPPORT 2,500

DV8 KITCHEN VOCATIONAL TRAINING

405 RIDGEWAY RD
LEXINGTON,KY40502 		NONE PC SUPPORT 6,180

EDUCATION TRUST INC

1501 K ST NW SUITE 200
WASHINGTON,DC20005 		NONE PC SUPPORT 10,000

FRIENDS OF BREAKTHROUGH SCHOOLS

3615 SUPERIOR AVE SUITE 4403D
CLEVELAND,OH44114 		NONE PC SUPPORT 5,000

GREENSBURG GREEN COUNTY LCF INC

120 CARLISLE AVENUE
GREENSBURG,KY42743 		NONE PC SUPPORT 3,000

HERITAGE FARM FOUNDATION

3300 HARVEY ROAD
HUNTINGTON,WV25704 		NONE PC SUPPORT 3,000

HOPES PLACE INC

1100 GREENUP AVE
ASHLAND,KY41101 		NONE PC SUPPORT 3,000

HOUSING PARTNERSHIP INC

1512 CRUMS LANE SUITE 401
LOUSIVILLE,KY40216 		NONE PC SUPPORT 10,000

LIFES BETTER TOGETHER INC

1945 SCOTTSVILLE ROAD
BOWLING GREEN,KY42104 		NONE PC SUPPORT 1,000

MADISON VOLUNTEER FIRE DEPT

1 FIREHOUSE SQUARE
MADISON,WV25130 		NONE PC SUPPORT 500

MATTINGLY EDGE INC

1930 BISHOP LANE SUITE 1001
LOUISVILLE,KY40218 		NONE PC SUPPORT 5,000

MELWOOD HORTICULTURE TRAINING

5606 DOWER HOUSE ROAD
UPPER MARLBORO,MD20772 		NONE PC SUPPORT 5,000

MOV MULTI CULTURAL FESTIVAL

PO BOX 2050
PARKERSBURG,WV261022050 		NONE PC SUPPORT 2,500

NEW VIENNA PLANNING COMMITTEE

12 WEST MAIN STREET
NEW VIENNA,OH45159 		NONE PC SUPPORT 2,200

RONALD MCDONALD HOUSE CHARITIES

1500 17TH STREET
HUNTINGTON,WV25701 		NONE PC SUPPORT 5,836

URBAN VISION

749 BLAINE AVENUE
AKRON,OH44310 		NONE PC SUPPORT 5,000

WESLEY HOUSE COMMUNITY SERVICES

5114 PRESTON HWY
LOUISVILLE,KY40213 		NONE PC SUPPORT 5,000

WILLIAMSBURG HARMONY HILL ASSOC

299 S THIRD STREET
WILLIAMSBURG,OH45176 		NONE PC SUPPORT 2,600

SUNRISE CHILDRENS SERVICES
ATTN MR DALE SUTTLES
PO BOX 1429
MT WASHINGTON,KY400471429 		NONE PC SUPPORT 10,000

BOYS CLUB OF PARKERSBURG INC

1200 MARY STREET
PARKERSBURG,WV26101 		NONE PC SUPPORT 1,000

THE CHATFIELD EDGE

20918 STATE ROUTE 251
FAYETTEVILLE,OH451199059 		NONE PC SUPPORT 1,000

FAMILY PROMISE OF SUMMIT COUNTY

1040 E TALLMADGE AVENUE
AKRON,OH44310 		NONE PC SUPPORT 1,000

FEED MY SHEEP FOOD OUTREACH INC

19 VANGUARD LANE
BUCKHANNON,WV26201 		NONE PC SUPPORT 2,000

HOTEL INC

PO BOX 1688
BOWLING GREEN,KY42261 		NONE PC SUPPORT 1,000

MORGANTOWN MISSION OF THE UMC

105 S MAIN STREET
MORGANTOWN,KY42261 		NONE PC SUPPORT 1,000

RENEWALL INC

725 14TH ST W
HUNTINGTON,WV257042304 		NONE PC SUPPORT 1,000

ROANE COUNTY COC FOUNDATION

216 MARKET STREET
SPENCER,WV25276 		NONE PC SUPPORT 1,000

SAINT VINCENT MISSION INC

6369 KY ROUTE 404
DAVID,KY41616 		NONE PC SUPPORT 1,000

TURNAROUND RESOURCE CENTER INC

11980 S PRESTON HWY
LEBANON JUNCTION,KY40150 		NONE PC SUPPORT 1,000

WILMINGTON HOPE HOUSE LLC

495 E LOCUST STREET
WILMINGTON,OH45177 		NONE PC SUPPORT 1,000

FOSTERING FURTHER

PO BOX 4682
NEWARK,OH43058 		NONE PC SUPPORT 1,500

MARTHAS TABLE

2375 ELVANS ROAD SE
WASHINGTON,DC20020 		NONE PC SUPPORT 2,000

BLESSING IN A BACKPACK INC

4121 SHELBYVILLE RD
LOUISVILLE,KY402073205 		NONE PC SUPPORT 2,500

BREADWINNERS ACADEMY

2814 DETROIT AVE
CLEVELAND,OH44113 		NONE PC SUPPORT 10,000

ELIZABETHTOWN- HARDIN CO IND FDN

233 RING RD STE 150
ELIZABETHTOWN,KY427016781 		NONE PC SUPPORT 7,100

GOOD SAMARITAN HUNGER CENTER INC

PO BOX 5753
AKRON,OH44372 		NONE PC SUPPORT 1,000

GREENBRIER VALLEY AQUATIC CENTER

896 MAPLEWOOD AVE
LEWISBURG,WV24901 		NONE PC SUPPORT 2,000

HABITAT FOR HUMANITY BGWARREN

PO BOX 1115
BOWLING GREEN,KY42102 		NONE PC SUPPORT 2,000

HOPE FOR LEARNING

10301 HULL STREET RD STE 3
MIDLOTHIAN,VA231123370 		NONE PC SUPPORT 1,500

KENTUCKY YMCA YOUTH ASSOCIATION

91 C MICHAEL DAVENPORT BLVD
FRANKFORT,KY40601 		NONE PC SUPPORT 1,000

MASTER-PIECED INC

1836 CLAYS MILL RD
LEXINGTON,KY40503 		NONE PC SUPPORT 7,700

NEWPORT COMMUNITY

886 SHEETS RUN ROAD
MARIETTA,OH45750 		NONE PC SUPPORT 1,000

PIECES OF HOPE

8895 MORGANTOWN ROAD
BOWLING GREEN,KY42101 		NONE PC SUPPORT 2,000

PROVIDENCE HOUSE

2050 WEST 32ND ST
CLEVELAND,OH44113 		NONE PC SUPPORT 5,000

ROBERTSON COUNTY VFD

PO BOX 93
MT OLIVET,KY41604 		NONE PC SUPPORT 1,000

MOMS CLOSET RC DBA SPARC HOPE

11921 BRINLEY AVE
LOUISVILLE,KY40243 		NONE PC SUPPORT 5,000

VERITAS CLASSICAL ACADEMY INC

115 VICTORY PLACE
MARIETTA,OH45750 		NONE PC SUPPORT 6,361

THE WASHINGTON CONSERVATORY

7300 MACARTHUR BLVD
GLEN ECHO,MD20812 		NONE PC SUPPORT 5,000

ZONTA INTERNATIONAL

PO BOX 634
MARIETTA,OH45750 		NONE PC SUPPORT 2,500

STATE OF WEST VIRGINIA WVU

455 FOSTER ROAD
FOSTER,WV25081 		NONE PC SUPPORT 1,000

ALLEGHANY FOUNDATION

PO BOX 1176
COVINGTON,VA244265176 		NONE PC SUPPORT 8,000

ALLEGHANY HIGHLANDS COMMUNITY
SERVICES BOARD FOUNDATION
205 E HAWTHORNE ST
COVINGTON,VA244261620 		NONE PC SUPPORT 8,000

SAND HILL CHILD CARE CENTER

33 CORNERVILLE RD
MARIETTA,OH45750 		NONE PC SUPPORT 2,000

CHRISTIAN BAPTIST OF VANCEBURG

350 FAIRLANE DR
VANCEBURG,KY41179 		NONE PC SUPPORT 1,000

GREEN COUNTY FOOD PANTRY

107 S 1ST STREET
GREENSBURG,KY42743 		NONE PC SUPPORT 1,000

OPPORTUNNITY PARISH ECUMENICAL

941 PRINCETON ST
AKRON,OH44311 		NONE PC SUPPORT 1,000

POINT PLEASANT PRESBYTERIAN

PO BOX 415
POINT PLEASANT,WV25550 		NONE PC SUPPORT 1,000

AREA 937 COMMUNITY OUTREACH INC

8387 STATE RTE 73 BX937
HILLSBORO,OH45133 		NONE PC SUPPORT 1,000

GRACE FELLOWSHIP-CONG GRACE
COMM INT
PO BOX 1381
PIKEVILLE,KY41502 		NONE PC SUPPORT 1,000

BALTIMORE THURSTON AREA FOOD PANTRY

828 RAILROAD ST
BALTIMORE,OH43105 		NONE PC SUPPORT 1,000

COMMUNITY ACTION PROGRAM COMM
OF THE LANCASTER-FAIRFIELD COUNTY
PO BOX 768
LANCASTER,OH43130 		NONE PC SUPPORT 1,000

NEW MARTINSVILLE UNITED METHODIST
CHURCH
10 HOWARD JEFFERS DRIVE
NEW MARTINSVILLE,WV26155 		NONE PC SUPPORT 1,000

SISTERVILLE FIRST UNITED METHODIST
CHURCH
610 MAIN ST
SISTERVILLE,WV26175 		NONE PC SUPPORT 1,000

AMERICAN CAVE CONSERVATION ASSOCIATION

119 EAST MAIN STREET
HORSE CAVE,KY42749 		NONE PC SUPPORT 2,000

ARTSBRIDGE INC

350 7TH ST
PARKERSBURG,WV26101 		NONE PC SUPPORT 1,000

BOYS AND GIRLS CLUB OF PLEASANTS COUNTY

605 CHERRY ST
ST MARYS,WV26170 		NONE PC SUPPORT 2,500

BREAM NEIGHBORHOOD SHOWER
HEALTHCARE & OUTREACH PROGRAM
319 WASHINGTON ST W
CHARLESTON,WV25302 		NONE PC SUPPORT 2,000

TECH BELT ENERGY INNOVATION CENTER

125 W MARKET ST
WARREN,OH44481 		NONE PC SUPPORT 2,000

COMMUNITY ASSUALT PREVENTION
SERVICES
258 PORTSMOUTH ST
JACKSON,OH45640 		NONE PC SUPPORT 10,000

NORTH AKRON COMMUNITY DEVELPOEMENT
CORP
760 ELMA ST
AKRON,OH44310 		NONE PC SUPPORT 2,000

REMOVING THE STIGMA

17325 EUCLID AVE
CLEVELAND,OH44112 		NONE PC SUPPORT 2,000

MAYSVILLE COMMUNITY AND
TECHNICAL COLLEGE
1755 US HIGHWAY 68
MAYSVILLE,KY41056 		NONE PC SCHOLARSHIP 1,000

UNIVERSITY OF MISSISSIPPI

617 ALL AMERICAN DRIVE
OXFORD,MS38655 		NONE I SCHOLARSHIP 1,000

WESTERN KENTUCKY UNIVERSITY

1906 COLLEGE HEIGHTS BLVD
BOWLING GREEN,KY42101 		NONE I SCHOLARSHIP 2,000

MUSKINGUM UNIVERSITY

163 STORMONT ST
NEW CONCORD,OH43762 		NONE I SCHOLARSHIP 1,000

SOUTHCENTRAL KENTUCKY COMMUNITY

1845 LOOP ST
BOWLING GREEN,KY42101 		NONE I SCHOLARSHIP 1,000

OHIO CHRISTIAN UNIVERSITY

1476 LANCASTER PIKE
CIRCLEVILLE,LA43113 		NONE I SCHOLARSHIP 1,000

THE CHRIST COLLEGE

2139 AUBURN AVENUE
CINCINNATI,OH45219 		NONE I SCHOLARSHIP 1,000
Total .................................right arrow 3a 772,287
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 59,907  
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 87,116  
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) ..   147,892  
13Total. Add line 12, columns (b), (d), and (e)..................
13
147,892
(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
PEOPLES BANK FOUNDATION
 
Employer identification number

30-0222364
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
PEOPLES BANK FOUNDATION
  		Employer identification number
30-0222364
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
PEOPLES BANK NA
 
PEOPLES BANK NA
138 PUTNAM STREET
MARIETTA, OH45750

$ 960,000


(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
PEOPLES BANK FOUNDATION
  		Employer identification number

30-0222364
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
PEOPLES BANK FOUNDATION
  		Employer identification number

30-0222364
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:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 200 100   100
TAX PREPARATION FEE (NON-ALLOC 2,160 1,080   1,080

TY 2024 InvestmentsCorpBondsSchedule
Name:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Name of Bond End of Year Book Value End of Year Fair Market Value
JP MORGAN CORE BOND R6 #3900 144,282 142,681
JP MORGAN SHORT DURATION BD R6 228,594 233,702
VANGUARD SHORT TERM BOND INDEX    
FIDELITY INTERMEDIATE TREASURY 253,595 248,465
VANGUARD SHORT-TERM INVMT GRAD 176,294 179,685
PIMCO INCOME FUND INST CLASS 1 89,691 89,314

TY 2024 InvestmentsCorpStockSchedule
Name:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD 500 INDEX ADMIRAL FUN 238,722 418,191
VANGUARD GROWTH INDEX ADM 89,278 154,235
JP MORGAN EQUITY INCOME FUND I    
VANGUARD MID-CAP INDEX ADMIRAL 27,011 35,683
THRIVENT SMALL CAP STOCK FUND    
VANGUARD SMALL-CAP INDEX FUND 55,700 70,718
MFS INTERNATIONAL GROWTH FUND    
JP MORGAN LARGE CAP GROWTH R6 57,776 82,845
VANGUARD EQUITY INCOME ADM FUN 73,531 72,343
SCHWAB FUNDAMENTAL INTERNATION    
FIDELITY ADVISOR MEGA CAP STOC    
FIDELITY INTERNATIONAL INDEX F    
JP MORGAN US EQUITY FUND CLASS 75,249 83,581
THRIVENT LARGE CAP VALUE FUND 58,396 59,301
DFA US SMALL CAP PORTFOLIO #50 32,148 35,349
DFA INTERNATIONAL VALUE I #504 64,146 60,903
FIDELITY INTERNATIONAL INDEX # 55,117 58,324
MFS INTERNATIONAL EQUITY FUND 56,609 59,369

TY 2024 OtherDecreasesSchedule
Name:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Description Amount
2023 TRANSACTIONS POSTED TO 2024 5,064
BLACKBAUD INC BALANCE DUE 636
ROUNDING 12


TY 2024 OtherExpensesSchedule
Name:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 19,557 9,779   9,779


TY 2024 OtherIncomeSchedule2
Name:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 869 0  


TY 2024 OtherIncreasesSchedule
Name:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Description Amount
2024 TRANSACTIONS POSTED TO 2025 3,587
VOIDED CHECK/CASH RECIEPTS 2,500
WASH SALES ADJUSTMENT 1,212


TY 2024 OtherProfessionalFeesSchedule
Name:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 20,797 20,797    


TY 2024 TaxesSchedule
Name:
PEOPLES BANK FOUNDATION
EIN:
30-0222364
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR 173 173   0
FOREIGN TAXES ON NONQUALIFIED 27 27   0