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
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O FARMERS TRUST CO 42 MCCLURG R
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YOUNGSTOWN, OH44512
A Employer identification number

23-7878526
B Telephone number (see instructions)

(330) 743-7000
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$477,995J 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 1,133 1,133  
4 Dividends and interest from securities... 27,135 27,135  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,615
b Gross sales price for all assets on line 6a 97,035
7 Capital gain net income (from Part IV, line 2)... 13,615
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........ 41,883 41,883  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,232 3,662   1,570
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
2,090 523 0 1,568
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
229 169   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
100     100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,651 4,354 0 3,238
25 Contributions, gifts, grants paid....... 3,763 3,763
26 Total expenses and disbursements. Add lines 24 and 25 11,414 4,354 0 7,001
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 30,469
b Net investment income (if negative, enter -0-) 37,529
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......... 19,318 22,534 22,534
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) 24,609 Click to see attachment
List of Attached Documents:
// Content
24,644 		24,653
b Investments—corporate stock (attach schedule)....... 46,414 Click to see attachment
List of Attached Documents:
// Content
39,462 		59,188
c Investments—corporate bonds (attach schedule)....... 26,203 Click to see attachment
List of Attached Documents:
// Content
26,101 		24,731
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).......... 287,063 Click to see attachment
List of Attached Documents:
// Content
321,209 		346,889
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) 403,607 433,950 477,995
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........ 403,607 433,950
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)..... 403,607 433,950
30 Total liabilities and net assets/fund balances (see instructions). 403,607 433,950
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
403,607
2
Enter amount from Part I, line 27a .....................
2
30,469
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
434,076
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
126
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
433,950
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 9. AT&T INC COM   2017-11-09 2024-02-06
b 2. AT&T INC COM   2017-11-09 2024-05-10
c 17. AT&T INC COM   2017-11-09 2024-09-19
d 188.877 INVESCO MAIN STREET SMALL CAP   2024-01-26 2024-02-16
e 13.8 INVESCO MAIN STREET SMALL CAP   2024-05-15 2024-08-02
118.062 INVESCO MAIN STREET SMALL CAP   2023-08-07 2024-09-19
122.868 INVESCO MAIN STREET SMALL CAP   2024-01-26 2024-09-19
5.158 INVESCO MAIN STREET SMALL CAP   2024-05-15 2024-09-19
1. AKAMAI TECHNOLOGIES INC COM   2023-10-13 2024-02-06
3. ALPHABET INC CAP STK CL A   2023-08-04 2024-02-06
2. ALPHABET INC CAP STK CL A   2016-02-10 2024-02-06
1. ALPHABET INC CAP STK CL A   2016-01-13 2024-02-06
4. ALPHABET INC CAP STK CL A   2016-02-10 2024-03-14
4. ALPHABET INC CAP STK CL A   2016-02-10 2024-05-10
2. APPLE INC COM   2023-08-04 2024-02-06
12.361 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2024-02-16 2024-05-15
1. CBOE GLOBAL MKTS INC COM   2023-08-04 2024-02-06
1. CBOE GLOBAL MKTS INC COM   2021-12-23 2024-02-06
1. CME GROUP INC COM   2023-08-04 2024-02-06
6. CISCO SYS INC COM   2023-08-04 2024-02-06
2. CISCO SYS INC COM   2016-07-07 2024-02-06
1. CISCO SYS INC COM   2016-01-13 2024-02-06
10. CITIGROUP INC COM NEW   2022-06-23 2024-02-06
4. CITIGROUP INC COM NEW   2022-06-23 2024-05-10
13.361 DFA EMERGING MARKETS CORE EQUITY 2   2024-02-16 2024-05-15
2.858 DFA EMERGING MARKETS CORE EQUITY 2   2022-06-01 2024-05-15
1.684 DFA EMERGING MARKETS CORE EQUITY 2   2021-06-16 2024-05-15
28.857 DFA EMERGING MARKETS CORE EQUITY 2   2024-09-19 2024-11-15
10.099 DFA INTERMEDIATE TERM EXTENDED QUALITY   2023-08-18 2024-05-13
120.897 DFA INTERMEDIATE TERM EXTENDED QUALITY   2024-02-16 2024-05-13
102.694 DFA INTERMEDIATE TERM EXTENDED QUALITY   2023-08-18 2024-05-15
375.922 DFA INTERMEDIATE TERM EXTENDED QUALITY   2023-08-18 2024-08-02
73.387 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2017-01-05 2024-08-02
2.315 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2022-06-01 2024-08-02
.004 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-12-16 2024-08-02
8.705 DFA GLOBAL REAL ESTATE SECURITIES PORTFO   2021-06-16 2024-08-02
5. DUKE ENERGY CORP NEW COM NEW   2022-07-18 2024-02-06
5. DUKE ENERGY CORP NEW COM NEW   2022-07-18 2024-04-11
5. ESSENTIAL UTILS INC COM   2023-08-04 2024-01-11
45. ESSENTIAL UTILS INC COM   2018-01-05 2024-01-11
31.412 FEDERATED MDT STOCK TRUST   2023-11-15 2024-02-16
15.265 FEDERATED MDT STOCK TRUST   2023-12-13 2024-02-16
.865 FEDERATED MDT STOCK TRUST   2023-02-15 2024-02-16
25.866 FEDERATED MDT STOCK TRUST   2022-08-15 2024-02-16
47.392 FEDERATED MDT STOCK TRUST   2023-11-15 2024-05-15
123.799 FEDERATED MDT STOCK TRUST   2023-11-15 2024-11-15
16.021 FEDERATED MDT STOCK TRUST   2024-08-02 2024-11-15
344.407 FEDERATED HIGH YIELD   2023-11-15 2024-05-15
5.451 FEDERATED HIGH YIELD   2023-08-15 2024-05-15
21.201 FEDERATED HIGH YIELD   2024-02-16 2024-05-15
7.214 FEDERATED STRATEGIC VALUE DIVIDEND   2023-02-27 2024-05-15
3.094 FEDERATED STRATEGIC VALUE DIVIDEND   2022-12-07 2024-05-15
2.902 FEDERATED STRATEGIC VALUE DIVIDEND   2023-02-15 2024-05-15
25.984 FEDERATED STRATEGIC VALUE DIVIDEND   2022-08-15 2024-05-15
113.259 FEDERATED STRATEGIC VALUE DIVIDEND   2023-02-27 2024-08-02
2.305 FEDERATED STRATEGIC VALUE DIVIDEND   2023-02-27 2024-11-15
1. GENERAL MLS INC COM   2023-08-04 2024-01-11
10. GENERAL MLS INC COM   2024-02-06 2024-03-28
2. GENERAL MLS INC COM   2023-08-04 2024-03-28
9. GILEAD SCIENCES INC COM   2023-11-09 2024-02-06
79.222 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2023-11-15 2024-02-16
4.769 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2022-06-01 2024-02-16
1.38 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2022-08-15 2024-02-16
7.435 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-12-15 2024-02-16
7.613 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-12-15 2024-02-16
1.023 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-06-16 2024-02-16
89.112 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2023-11-15 2024-05-15
120.176 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2024-05-13 2024-05-15
62.051 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2023-11-15 2024-08-02
139.428 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2023-11-15 2024-11-15
34.253 GQG PARTNERS INTERNATIONAL OPPORTUNITIES   2023-11-15 2024-02-16
5.911 GQG PARTNERS INTERNATIONAL OPPORTUNITIES   2023-11-15 2024-05-15
1. HONEYWELL INTERNATIONAL INC   2023-02-16 2024-05-10
5. INTERNATIONAL BUSINESS MACHINES   2023-10-13 2024-02-06
2. INTERNATIONAL BUSINESS MACHINES   2023-08-04 2024-02-06
2. J.P. MORGAN CHASE & CO   2023-08-17 2024-02-06
1. JOHNSON & JOHNSON COM   2023-05-22 2024-02-06
3. JOHNSON & JOHNSON COM   2008-04-14 2024-02-06
2. JOHNSON & JOHNSON COM   2024-05-14 2024-08-01
2. JOHNSON & JOHNSON COM   2008-04-14 2024-11-08
2.613 JPMORGAN TR II JPM MBS SEC FD I   2024-05-15 2024-08-02
23.287 MFS SER TR IV MID CAP GWTH R6   2023-11-15 2024-01-26
14.853 MFS SER TR IV MID CAP GWTH R6   2021-12-10 2024-01-26
390.986 MFS SER TR IV MID CAP GWTH R6   2020-02-24 2024-01-26
2.181 MFS SER TR IV MID CAP GWTH R6   2023-08-15 2024-01-26
.385 MFS SER TR IV MID CAP GWTH R6   2022-10-24 2024-01-26
1.481 MFS SER TR IV MID CAP GWTH R6   2022-06-01 2024-01-26
2.808 MFS SER TR IV MID CAP GWTH R6   2021-06-16 2024-01-26
1. MICROSOFT CORP COM   2023-08-04 2024-02-06
4. MICROSOFT CORP COM   2010-02-12 2024-05-10
3. MID-AMER APT CMNTYS INC COM   2024-05-16 2024-08-15
1. MID-AMER APT CMNTYS INC COM   2023-08-04 2024-08-15
8. NEWMONT MNG CORP   2024-01-25 2024-03-08
6. NEWMONT MNG CORP   2023-08-04 2024-03-08
10. NEWMONT MNG CORP   2023-05-22 2024-03-08
7. NEWMONT MNG CORP   2023-01-05 2024-03-08
13. NEWMONT MNG CORP   2022-05-06 2024-03-08
6. NEXTERA ENERGY INC COM   2024-01-11 2024-02-06
3. NEXTERA ENERGY INC COM   2023-08-04 2024-02-06
4. NEXTERA ENERGY INC COM   2024-01-11 2024-05-10
3. NEXTERA ENERGY INC COM   2015-08-05 2024-05-10
1. PEPSICO INC COM   2023-08-04 2024-07-11
1. PEPSICO INC COM   2017-02-07 2024-07-11
3. SCHLUMBERGER LTD COM   2023-08-04 2024-08-15
1. SCHLUMBERGER LTD COM   2021-09-02 2024-08-15
1. SERVICENOW INC COM   2023-06-26 2024-01-25
1. SERVICENOW INC COM   2023-10-05 2024-02-16
.75 SOLVENTUM CORP COM SHS   2024-03-14 2024-04-08
2. STRYKER CORP COM   2024-02-06 2024-05-14
1. STRYKER CORP COM   2023-08-04 2024-05-14
2. TJX COS INC NEW COM   2023-08-04 2024-02-06
3. TJX COS INC NEW COM   2018-02-23 2024-08-29
4. TYSON FOODS INC CL A   2023-08-04 2024-01-04
14. TYSON FOODS INC CL A   2020-02-07 2024-01-04
1. UNION PAC CORP COM   2024-05-23 2024-11-14
2. UNITED PARCEL SERVICE CLASS B   2024-01-25 2024-05-23
1. UNITED PARCEL SERVICE CLASS B   2023-08-04 2024-05-23
5. UNITED PARCEL SERVICE CLASS B   2020-05-18 2024-05-23
2. UNITEDHEALTH GROUP INC COM   2023-02-14 2024-02-08
118.527 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2015-02-27 2024-02-16
186.87 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2015-02-27 2024-11-15
10. VENTAS INC COM   2024-02-06 2024-05-16
2. VENTAS INC COM   2023-08-04 2024-05-16
14. VERIZON COMMUNICATIONS   2019-05-17 2024-02-06
8. VERIZON COMMUNICATIONS   2019-05-17 2024-09-19
1. VISA INC COM CL A   2023-08-04 2024-02-06
18. VORNADO RLTY TR SH BEN INT   2024-02-06 2024-04-23
4. VORNADO RLTY TR SH BEN INT   2023-08-04 2024-04-23
1. WAL MART STORES INC COM   2016-05-11 2024-02-06
6. WAL MART STORES INC COM   2016-05-11 2024-07-11
1. ACCENTURE PLC IRELAND SHS CLASS A   2024-01-25 2024-02-06
1. ACCENTURE PLC IRELAND SHS CLASS A   2024-01-11 2024-02-06
17. MEDTRONIC PLC SHS   2023-11-09 2024-02-06
2. MEDTRONIC PLC SHS   2024-02-08 2024-05-10
1. CHUBB LIMITED COM   2023-08-04 2024-02-06
1. CHUBB LIMITED COM   2022-06-23 2024-02-06
1. CHUBB LIMITED COM   2022-01-14 2024-02-06
2. TE CONNECTIVITY LTD SHS   2024-02-06 2024-05-23
5. TE CONNECTIVITY LTD SHS   2024-02-06 2024-07-11
1. TE CONNECTIVITY LTD SHS   2023-08-04 2024-07-11
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 158   234 -76
b 34   52 -18
c 362   441 -79
d 4,010   3,917 93
e 304   308 -4
2,808   2,386 422
2,922   2,548 374
123   115 8
124   108 16
431   385 46
287   71 216
144   38 106
569   142 427
674   142 532
377   366 11
204   189 15
180   146 34
180   131 49
203   206 -3
299   317 -18
100   58 42
50   25 25
542   460 82
254   184 70
322   299 23
69   65 4
41   45 -4
680   706 -26
95   93 2
1,140   1,145 -5
977   942 35
3,688   3,447 241
787   776 11
25   27 -2
       
93   111 -18
475   533 -58
477   533 -56
189   204 -15
1,698   1,696 2
940   843 97
457   427 30
26   24 2
774   786 -12
1,550   1,272 278
4,489   3,324 1,165
581   516 65
3,010   2,921 89
48   46 2
185   185  
42   42  
18   18  
17   17  
150   163 -13
678   655 23
14   13 1
63   74 -11
704   649 55
141   147 -6
697   676 21
2,371   2,226 145
143   135 8
41   42 -1
223   262 -39
228   268 -40
31   46 -15
2,854   2,504 350
3,849   3,770 79
2,007   1,744 263
5,082   3,918 1,164
735   641 94
136   111 25
203   200 3
917   699 218
367   289 78
348   299 49
158   157 1
473   199 274
317   302 15
312   132 180
27   26 1
689   634 55
439   486 -47
11,561   9,206 2,355
64   59 5
11   9 2
44   37 7
83   87 -4
404   329 75
1,660   111 1,549
458   413 45
153   145 8
273   275 -2
205   245 -40
342   435 -93
239   356 -117
444   942 -498
338   366 -28
169   207 -38
296   244 52
222   80 142
164   185 -21
164   106 58
134   174 -40
45   29 16
771   546 225
772   542 230
51   49 2
647   680 -33
324   284 40
194   171 23
352   116 236
218   227 -9
762   1,131 -369
236   233 3
279   319 -40
140   181 -41
698   482 216
1,040   987 53
1,204   1,263 -59
1,927   1,991 -64
486   452 34
97   90 7
573   814 -241
349   465 -116
276   240 36
481   452 29
107   91 16
170   67 103
416   134 282
364   372 -8
364   345 19
1,484   1,209 275
165   172 -7
247   201 46
247   186 61
247   195 52
301   283 18
773   708 65
155   139 16
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
      1,816
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       -76
b       -18
c       -79
d       93
e       -4
      422
      374
      8
      16
      46
      216
      106
      427
      532
      11
      15
      34
      49
      -3
      -18
      42
      25
      82
      70
      23
      4
      -4
      -26
      2
      -5
      35
      241
      11
      -2
       
      -18
      -58
      -56
      -15
      2
      97
      30
      2
      -12
      278
      1,165
      65
      89
      2
       
       
       
       
      -13
      23
      1
      -11
      55
      -6
      21
      145
      8
      -1
      -39
      -40
      -15
      350
      79
      263
      1,164
      94
      25
      3
      218
      78
      49
      1
      274
      15
      180
      1
      55
      -47
      2,355
      5
      2
      7
      -4
      75
      1,549
      45
      8
      -2
      -40
      -93
      -117
      -498
      -28
      -38
      52
      142
      -21
      58
      -40
      16
      225
      230
      2
      -33
      40
      23
      236
      -9
      -369
      3
      -40
      -41
      216
      53
      -59
      -64
      34
      7
      -241
      -116
      36
      29
      16
      103
      282
      -8
      19
      275
      -7
      46
      61
      52
      18
      65
      16
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 13,615
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) 1 522
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........................... 3 522
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- ..... 5 522
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 524
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
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFARMERS TRUST COMPANY Telephone no.right arrow (330) 743-7000

Located atright arrow42 MCCLURG ROADYOUNGSTOWNOH ZIP+4right arrow44512
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)
 
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
FARMERS TRUST CO TRUSTEE
2 		5,232    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
DOUGLAS V SWEENEY ADVISORY COMMITTEE
1 		0    
42 MCLURG ROAD
YOUNGSTOWN,OH44512
DAVID H SWEENEY ADVISORY COMMITTEE
1 		0    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
BETH ANNE SWEENEY ADVISORY COMMITTEE
1 		0    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
LINDA S TSOUMAS ADVISORY COMMITTEE
1 		0    
42 MCCLURG ROAD
YOUNGTOWN,OH44512
JAMES H SISEK ADVISORY COMMITTEE
1 		0    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
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
439,544
b
Average of monthly cash balances.......................
1b
22,657
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
462,201
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
462,201
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,933
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
455,268
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
22,763
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
22,763
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
522
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
522
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,241
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
22,241
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
22,241
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
7,001
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
7,001
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 22,241
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,763
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$ 7,001
a Applied to 2023, but not more than line 2a 3,763
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..... 3,238
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 .......... 		19,003
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FARMERS TRUST COMPANY
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
(330) 743-7000
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION AND A COPY OF THE ORGANIZATION'S 501 (C) (3) DETERMINATION LETTER AND BALANCE SHEET.
cAny submission deadlines:
NONE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501 (C) (3).
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

THE UNITED WAY OF YOUNGSTOWN
AND THE MAHONING VALLEY
255 WATT ST
YOUNGSTOWN,OH44505 		N/A 503(C)3 PUBLIC SUPPORT 3,763
Total .................................right arrow 3a 3,763
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 ........... 		    14 1,133  
4 Dividends and interest from securities ....     14 27,135  
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 13,615  
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) ..   41,883  
13Total. Add line 12, columns (b), (d), and (e)..................
13
41,883
(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:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,090 523   1,568

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Name of Bond End of Year Book Value End of Year Fair Market Value
25,000 WELLS FARGO 4.1% 06/03 26,101 24,731

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Name of Stock End of Year Book Value End of Year Fair Market Value
13 SHS APPLE INC 1,020 3,255
8 SHS AKAMAI TECHNOLOGIES 833 765
5 SHS ANAZON COM 700 1,097
19 SHS CITIGROUP INC 836 1,337
7 SHS CBOE GLOBAL MKTS 913 1,368
8 SHS CME GROUP INC 1,470 1,858
39 SHS CISCO SYS INC 992 2,309
20 SHS CVS HEALTH CORP 1,479 898
9 SHS DUKE ENERGY CORP 907 970
9 SHS EOG RES INC 996 1,103
15 SHS EQT CORP 531 692
22 SHS GILEAD SCIENCES INC 1,643 2,032
3 SHS GENERAL MLS INC    
10 SHS ALPHABET INC 355 1,893
7 SHS HONEYWELL INC 1,364 1,581
11 SHS INTERNATIONAL BUSINES 1,468 2,418
8 SHS JOHNSON & JOHNSON 530 1,157
6 SHS JPMORGAN CHASE 647 1,438
77 SHS KINDER MORGAN INC 1,271 2,110
46 SHS KENVUE INC 931 982
9 SHS MID-AMER APT CMNTYS 1,144 1,391
8 SHS MICROSOFT CORP 222 3,372
16 SHS NEXTERA ENERGY INC 427 1,147
36 SHS NEWMONT CORP    
2 SHS SERVICENOW INC    
6 SHS PEPSICO INC 634 912
49 SHS PFIZER INC 1,761 1,300
1 SHS STRYKER CORP    
19 SHS SCHLUMBERGER LTD 546 728
70 SHS AT&T INC 1,600 1,594
10 TJX COS INC 386 1,208
18 SHS TYSON FOODS INC    
2 SHS UNITEDHEALTH GROUP IN    
6 SHS UNITED PARCEL SERVICE    
5 SHS VISA INC 329 1,580
4 SHS VORNADO RLTY    
2 SHS VENTAS INC    
30 SHS VERIZON COMMUNICATION 1,397 1,200
18 SHS WALMART INC 403 1,626
50 SHS ESSENTIAL UTILS    
5 SHS CHUBB LIMITED 932 1,382
29 SHS MEDTRONIC PLC 1,025 1,118
1 SHS TE CONNECTIVITY    
4 SHS ASHLAND INC 326 286
8 SHS DELL TECH 1,175 922
5 SHS KIMBERLY-CLARK CO 704 655
11 SHS 3M CO 880 1,420
12 SHS PALANTIR TECH 374 908
13 SHS PHILIP MORRIS INC 1,240 1,565
12 SHS SOUTHERN CO 1,043 988
16 SHS SOLVENTUM CORP 975 1,057
13 SHS TWILIO INC 777 1,405
7 SHS UBER TECH 542 422
3 SHS UNION PAC 698 684
3 SHS ACCENTURE PLC IRELAND 1,036 1,055

TY 2024 InvestmentsGovtObligationsSch
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
US Government Securities - End of Year Book Value:

24,644
US Government Securities - End of Year Fair Market Value:

24,653
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1,606.177 BLACKROCK ISHARES MS AT COST 22,847 24,494
4,139.011 DFA COMMODITY STRATE AT COST 18,936 18,543
1,232.094 DFA INVT DIM GR EMER AT COST 27,018 28,683
1,335.418 DFA INVT DIM GR GBL AT COST 13,606 13,488
2,501.066 FEDERATED HERMES MDT AT COST 68,673 77,083
1953.3060 GOLDMAN SACHS TR LGC AT COST 56,114 66,451
435.981 MFS SER TR IV MID CA      
789.758 GOLDMAN SACHS TR II AT COST 15,530 17,003
8.000 SELECT SECT SPDR TR AT COST 1,399 1,795
788.423 INVESCO MAIN STREET AT COST 16,628 17,613
3,537.098 FED STRATEGIC VALUE AT COST 20,031 20,940
1,897.682 DFA INTERMEDIATE TER AT COST 17,595 18,028
349.858 FED HIGH YIELD      
2,351.795 VG ST INVEST GRADE F AT COST 33,077 32,817
1.000 ROBERT SWEENEY IRA      
50.000 VANECK ETF TRUST GOL AT COST 1,492 1,696
2.000 INVESCO QQQ AT COST 969 1,022
384.649 GOLDMAN SACHS TR INF AT COST 3,668 3,608
360.657 JPMORGAN TR II JPM M AT COST 3,626 3,625

TY 2024 OtherDecreasesSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Description Amount
ROUNDING 10
LT WASH SALE ADJUSTMENT 59
ST WASH SALE ADJUSTMENT 56
DISTR IN KIND-IRA 1


TY 2024 OtherExpensesSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE OF OHIO FILING FEE 100 0   100


TY 2024 TaxesSchedule
Name:
THE ROBERT H SWEENEY CHARITABLE FOUNDATION
EIN:
23-7878526
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 17 17   0
FEDERAL TAX PAYMENT - PRIOR YE 60 0   0
FOREIGN TAXES ON QUALIFIED FOR 111 111   0
FOREIGN TAXES ON NONQUALIFIED 41 41   0