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
W PAUL MILLS & THORA J MILLS MEMORIAL
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

37-1432256
B Telephone number (see instructions)

(330) 384-7301
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,654,430J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 42,861 42,794  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,671
b Gross sales price for all assets on line 6a 597,752
7 Capital gain net income (from Part IV, line 2)... 49,671
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........ 92,532 92,465  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,851 11,425   11,425
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,821 329   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,122 11,754 0 12,875
25 Contributions, gifts, grants paid....... 56,500 56,500
26 Total expenses and disbursements. Add lines 24 and 25 82,622 11,754 0 69,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,910
b Net investment income (if negative, enter -0-) 80,711
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......... 46,430 31,198 31,198
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)....... 1,329,626 Click to see attachment
List of Attached Documents:
// Content
1,354,962 		1,623,232
c Investments—corporate bonds (attach schedule).......      
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) 1,376,056 1,386,160 1,654,430
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........ 1,376,056 1,386,160
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)..... 1,376,056 1,386,160
30 Total liabilities and net assets/fund balances (see instructions). 1,376,056 1,386,160
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
1,376,056
2
Enter amount from Part I, line 27a .....................
2
9,910
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
685
4
Add lines 1, 2, and 3 ..........................
4
1,386,651
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
491
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,386,160
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 10. FEDERATED HERMES INSTL TR     2024-01-29
b 44.76 FEDERATED HERMES INSTL TR     2024-01-29
c 604.6 LORD ABBETT INVT TR   2023-07-14 2024-01-29
d 2762.94 LORD ABBETT INVT TR     2024-01-29
e 96.17 PIMCO FDS     2024-01-29
270.33 PIMCO FDS     2024-01-29
23.85 EXXON MOBIL CORP COM   2023-08-10 2024-02-12
80.14 EXXON MOBIL CORP COM     2024-02-12
32.14 FEDERATED HERMES INSTL TR     2024-02-12
144.01 FEDERATED HERMES INSTL TR     2024-02-12
31.35 GUGGENHEIM FDS TR     2024-02-12
60.05349 GUGGENHEIM FDS TR     2024-02-12
68.27651 GUGGENHEIM FDS TR     2024-02-12
182.24 LORD ABBETT INVT TR   2023-07-14 2024-02-12
832.8 LORD ABBETT INVT TR     2024-02-12
654.3 METROPOLITAN WEST FDS     2024-02-12
2416.06817 METROPOLITAN WEST FDS     2024-02-12
57.73183 METROPOLITAN WEST FDS   2019-07-19 2024-02-12
14. NVIDIA CORP     2024-02-12
86.13 PIMCO FDS     2024-02-12
242.09 PIMCO FDS     2024-02-12
171.17 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES     2024-02-12
520.56081 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARE     2024-02-12
26.84919 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2021-03-17 2024-02-12
22. ADOBE SYS INC W/1 RT/SH     2024-03-19
268. COMCAST CORP NEW     2024-03-19
9. NVIDIA CORP     2024-03-19
4. BOOKING HLDGS INC   2023-12-21 2024-05-15
.01 FIRST EAGLE FDS     2024-05-15
.15 FIRST EAGLE FDS     2024-05-15
. MFS SER TR XIII     2024-05-15
.03 MFS SER TR XIII     2024-05-15
21. NORTHROP GRUMMAN CORP W/1 RT/SH     2024-05-15
. VICTORY PORTFOLIOS     2024-05-15
.02 VICTORY PORTFOLIOS     2024-05-15
1.26 VISA INC   2024-02-12 2024-05-15
22.74 VISA INC     2024-05-15
. WASATCH FDS TR     2024-05-15
.06 WASATCH FDS TR     2024-05-15
.28 ADVANCED MICRO DEVICES INC W/1     2024-06-04
4.71 ADVANCED MICRO DEVICES INC W/1     2024-06-04
1.9 ALPHABET INC     2024-06-04
7.1 ALPHABET INC     2024-06-04
2.85 AMAZON.COM INC     2024-06-04
4.14 AMAZON.COM INC     2024-06-04
.33 APPLE COMPUTER   2024-02-12 2024-06-04
6.67 APPLE COMPUTER     2024-06-04
3. APPLIED MATERIALS INC     2024-06-04
9. BOSTON SCIENTIFIC CORP     2024-06-04
.07 BROADCOM INC   2024-02-12 2024-06-04
.93 BROADCOM INC     2024-06-04
2. CROWDSTRIKE HOLDINGS INC - A   2024-05-15 2024-06-04
2. DANAHER CORP     2024-06-04
2. FACEBOOK INC CL-A     2024-06-04
7.3 FIRST EAGLE FDS     2024-06-04
135.93 FIRST EAGLE FDS     2024-06-04
.19 HILTON WORLDWIDE HLDGS INC   2024-02-12 2024-06-04
3.81 HILTON WORLDWIDE HLDGS INC     2024-06-04
.03 INTUIT INC   2024-02-12 2024-06-04
.98 INTUIT INC     2024-06-04
.11 INTUITIVE SURGICAL INC   2024-02-12 2024-06-04
1.89 INTUITIVE SURGICAL INC     2024-06-04
.46 ISHARES S & P SMALLCAP 600   2024-02-12 2024-06-04
8.54 ISHARES S & P SMALLCAP 600     2024-06-04
1. LAM RESEARCH CORP     2024-06-04
.09 ELI LILLY & CO   2024-02-12 2024-06-04
.9 ELI LILLY & CO     2024-06-04
2. LOWES COMPANIES INC   2024-03-19 2024-06-04
2.83 MFS SER TR XIII     2024-06-04
52.66 MFS SER TR XIII     2024-06-04
.13 MASTERCARD INC   2024-02-12 2024-06-04
1.88 MASTERCARD INC     2024-06-04
2. MCDONALDS CORP   2024-02-12 2024-06-04
.22 MICROSOFT CORP   2024-02-12 2024-06-04
3.77 MICROSOFT CORP     2024-06-04
5. MICRON TECHNOLOGY INC   2024-05-15 2024-06-04
.03 NETFLIX INC   2024-02-12 2024-06-04
.97 NETFLIX INC   2022-11-10 2024-06-04
2. NVIDIA CORP     2024-06-04
.07 O'REILLY AUTOMOTIVE INC   2024-02-12 2024-06-04
.92 O'REILLY AUTOMOTIVE INC     2024-06-04
.21 ORACLE CORP   2024-02-12 2024-06-04
3.78 ORACLE CORP     2024-06-04
2. PALO ALTO NETWORKS INC     2024-06-04
.03 PARKER HANNIFIN CORP   2024-02-12 2024-06-04
.97 PARKER HANNIFIN CORP     2024-06-04
3. QUALCOMM INC     2024-06-04
2. SALESFORCE.COM INC     2024-06-04
.07 SERVICENOW INC   2024-02-12 2024-06-04
.92 SERVICENOW INC     2024-06-04
1. SYNOPSYS INC W/1 RT/SH     2024-06-04
5. TJX COMPANIES INC W/1 RT/SH     2024-06-04
.24 T-MOBILE US INC   2024-02-12 2024-06-04
3.76 T-MOBILE US INC     2024-06-04
.14 TESLA INC   2024-02-12 2024-06-04
2.84 TESLA INC     2024-06-04
.05 THERMO ELECTRON CORP W/1 RT/SH   2024-02-12 2024-06-04
.95 THERMO ELECTRON CORP W/1 RT/SH     2024-06-04
2. ULTA SALON COSMETCS & FRAGRANCE INC   2024-03-19 2024-06-04
.26 VALERO ENERGY     2024-06-04
4.73 VALERO ENERGY     2024-06-04
.06 VERTEX PHARMACEUTICAL INC   2024-02-12 2024-06-04
.94 VERTEX PHARMACEUTICAL INC   2023-03-21 2024-06-04
2.03 VICTORY PORTFOLIOS     2024-06-04
37.85 VICTORY PORTFOLIOS     2024-06-04
.11 VISA INC   2024-02-12 2024-06-04
1.89 VISA INC     2024-06-04
2.99 WASATCH FDS TR     2024-06-04
55.16923 WASATCH FDS TR     2024-06-04
.42077 WASATCH FDS TR     2024-06-04
.1 EATON CORP PLC   2024-02-12 2024-06-04
1.9 EATON CORP PLC   2023-03-21 2024-06-04
1. ANTHEM INC   2024-02-12 2024-06-18
21. ANTHEM INC     2024-06-18
1. BOSTON SCIENTIFIC CORP     2024-06-18
.08 FIRST EAGLE FDS     2024-06-18
1.64 FIRST EAGLE FDS     2024-06-18
60. LOWES COMPANIES INC   2024-03-19 2024-06-18
.05 MFS SER TR XIII     2024-06-18
1.03 MFS SER TR XIII     2024-06-18
48. MCDONALDS CORP   2024-02-12 2024-06-18
48. SALESFORCE.COM INC     2024-06-18
23. SYNOPSYS INC W/1 RT/SH     2024-06-18
.05 TESLA INC   2024-02-12 2024-06-18
.95 TESLA INC     2024-06-18
27. ULTA SALON COSMETCS & FRAGRANCE INC   2024-03-19 2024-06-18
.02 VICTORY PORTFOLIOS     2024-06-18
.32 VICTORY PORTFOLIOS     2024-06-18
44. AES CORP   2024-06-18 2024-07-19
.01673 ADVANCED MICRO DEVICES INC W/1   2024-03-19 2024-07-19
.43327 ADVANCED MICRO DEVICES INC W/1     2024-07-19
7.55 ADVANCED MICRO DEVICES INC W/1     2024-07-19
4. ALPHABET INC     2024-07-19
14.99 ALPHABET INC     2024-07-19
3.66 AMAZON.COM INC     2024-07-19
5.34 AMAZON.COM INC     2024-07-19
5. AMPHENOL CORP CL A   2024-06-18 2024-07-19
4. ANALOG DEVICES   2024-06-18 2024-07-19
.74 APPLE COMPUTER   2024-02-12 2024-07-19
15.27 APPLE COMPUTER     2024-07-19
5. APPLIED MATERIALS INC     2024-07-19
16. BOSTON SCIENTIFIC CORP     2024-07-19
.8 BROADCOM INC   2024-02-12 2024-07-19
11.19 BROADCOM INC     2024-07-19
11. CHIPOTLE MEXICAN GRILL INC CLASS A     2024-07-19
10. COCA-COLA CO   2024-06-18 2024-07-19
4. CROWDSTRIKE HOLDINGS INC - A   2024-05-15 2024-07-19
3. DANAHER CORP     2024-07-19
1.45 FACEBOOK INC CL-A   2024-02-12 2024-07-19
2.55 FACEBOOK INC CL-A   2023-07-17 2024-07-19
8.08 FIRST EAGLE FDS     2024-07-19
150.38 FIRST EAGLE FDS     2024-07-19
.19 HILTON WORLDWIDE HLDGS INC   2024-02-12 2024-07-19
3.81 HILTON WORLDWIDE HLDGS INC     2024-07-19
.1 INTUIT INC   2024-02-12 2024-07-19
2.88 INTUIT INC     2024-07-19
.06 INTUITIVE SURGICAL INC   2024-02-12 2024-07-19
.94 INTUITIVE SURGICAL INC     2024-07-19
11.54 ISHARES S & P SMALLCAP 600   2024-02-12 2024-07-19
214.45 ISHARES S & P SMALLCAP 600     2024-07-19
1. LAM RESEARCH CORP     2024-07-19
.18 ELI LILLY & CO   2024-02-12 2024-07-19
1.81 ELI LILLY & CO     2024-07-19
.26 MASTERCARD INC   2024-02-12 2024-07-19
3.72 MASTERCARD INC     2024-07-19
.28 MICROSOFT CORP   2024-02-12 2024-07-19
4.72 MICROSOFT CORP     2024-07-19
10. MICRON TECHNOLOGY INC   2024-05-15 2024-07-19
.06 NETFLIX INC   2024-02-12 2024-07-19
1.94 NETFLIX INC   2022-11-10 2024-07-19
.08 NVIDIA CORP   2024-06-18 2024-07-19
30.91 NVIDIA CORP     2024-07-19
.56468 ORACLE CORP     2024-07-19
6.19532 ORACLE CORP   2024-06-18 2024-07-19
8.24 ORACLE CORP     2024-07-19
1.92923 PALO ALTO NETWORKS INC     2024-07-19
.07077 PALO ALTO NETWORKS INC   2024-02-12 2024-07-19
.03 PARKER HANNIFIN CORP   2024-02-12 2024-07-19
.97 PARKER HANNIFIN CORP     2024-07-19
5. QUALCOMM INC     2024-07-19
.21 SERVICENOW INC   2024-02-12 2024-07-19
2.78 SERVICENOW INC     2024-07-19
2. SHERWIN WILLIAMS CO   2024-06-18 2024-07-19
10. TJX COMPANIES INC W/1 RT/SH     2024-07-19
.06 T-MOBILE US INC   2024-02-12 2024-07-19
.94 T-MOBILE US INC     2024-07-19
.24 TESLA INC   2024-02-12 2024-07-19
3.44 TESLA INC     2024-07-19
1.32 TESLA INC     2024-07-19
.05 THERMO ELECTRON CORP W/1 RT/SH   2024-02-12 2024-07-19
.33161 THERMO ELECTRON CORP W/1 RT/SH     2024-07-19
.61839 THERMO ELECTRON CORP W/1 RT/SH     2024-07-19
.39917 VALERO ENERGY     2024-07-19
.03083 VALERO ENERGY   2024-03-19 2024-07-19
7.58 VALERO ENERGY     2024-07-19
.12 VERTEX PHARMACEUTICAL INC   2024-02-12 2024-07-19
1.88 VERTEX PHARMACEUTICAL INC   2023-03-21 2024-07-19
.01934 VISA INC   2024-02-12 2024-07-19
.19066 VISA INC   2024-02-12 2024-07-19
3.79 VISA INC     2024-07-19
70.41 WASATCH FDS TR     2024-07-19
1311.18 WASATCH FDS TR     2024-07-19
.19 EATON CORP PLC   2024-02-12 2024-07-19
3.81 EATON CORP PLC   2023-03-21 2024-07-19
647. AES CORP   2024-06-18 2024-08-09
289.01 CHIPOTLE MEXICAN GRILL INC CLASS A     2024-08-09
42. CROWDSTRIKE HOLDINGS INC - A   2024-05-15 2024-08-09
2.11 FEDERATED HERMES INSTL TR   2024-06-04 2024-08-09
489.62 FEDERATED HERMES INSTL TR     2024-08-09
512.52 FEDERATED TOTAL RETURN SERS INC     2024-08-09
2113.98 FEDERATED TOTAL RETURN SERS INC     2024-08-09
11.26 GUGGENHEIM FDS TR     2024-08-09
437.08 GUGGENHEIM FDS TR     2024-08-09
459.85 LOOMIS SAYLES FDS II     2024-08-09
2062.61 LOOMIS SAYLES FDS II     2024-08-09
12.03 LORD ABBETT INVT TR   2024-06-04 2024-08-09
2791.29 LORD ABBETT INVT TR     2024-08-09
3.96 METROPOLITAN WEST FDS     2024-08-09
206.01 METROPOLITAN WEST FDS     2024-08-09
.16 NVIDIA CORP   2024-06-18 2024-08-09
66.84 NVIDIA CORP     2024-08-09
94.67 PIMCO FDS     2024-08-09
803.3 PIMCO FDS     2024-08-09
3.95 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES     2024-08-09
90.45 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES     2024-08-09
12.55 FEDERATED HERMES INSTL TR   2024-06-04 2024-10-29
2912. FEDERATED HERMES INSTL TR     2024-10-29
.36 GUGGENHEIM FDS TR     2024-10-29
13.94 GUGGENHEIM FDS TR     2024-10-29
.08 PIMCO FDS   2024-06-04 2024-10-29
18.63 PIMCO FDS     2024-10-29
.1 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES     2024-10-29
4.21 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES     2024-10-29
4.25 CULLEN EMERGING MARKETS HIGH DIVIDEND F     2024-11-22
9.69 DANAHER CORP     2024-11-22
37.32 DANAHER CORP   2023-09-28 2024-11-22
.71 DRIEHAUS SMALL CAP GROWTH FUND; INSTUTI     2024-11-22
.34 FIRST EAGLE FDS     2024-11-22
2.19 FIRST EAGLE FDS     2024-11-22
.16 INTUITIVE SURGICAL INC     2024-11-22
.84 INTUITIVE SURGICAL INC     2024-11-22
3.73 ELI LILLY & CO     2024-11-22
17.27 ELI LILLY & CO     2024-11-22
604.26 MFS SER TR XIII     2024-11-22
1271.34 MFS SER TR XIII     2024-11-22
. NVIDIA CORP   2024-06-18 2024-11-22
1. NVIDIA CORP     2024-11-22
.31 VICTORY PORTFOLIOS     2024-11-22
.74 VICTORY PORTFOLIOS     2024-11-22
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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    
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    
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    
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    
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 88   86 2
b 394   416 -22
c 2,334   2,310 24
d 10,665   11,287 -622
e 692   677 15
1,946   2,545 -599
2,448   2,654 -206
8,221   8,886 -665
282   275 7
1,264   1,339 -75
755   745 10
1,445   1,436 9
1,643   1,683 -40
702   696 6
3,206   3,402 -196
6,707   6,725 -18
24,765   27,463 -2,698
592   687 -95
10,160   2,324 7,836
616   606 10
1,731   2,279 -548
3,899   3,987 -88
11,858   14,202 -2,344
612   750 -138
11,280   13,313 -2,033
11,522   12,023 -501
7,753   1,494 6,259
15,083   14,054 1,029
1     1
4   4  
       
1   1  
9,873   9,307 566
1     1
1   1  
353   347 6
6,368   3,711 2,657
       
1   1  
47   50 -3
755   434 321
328   257 71
1,224   403 821
511   443 68
740   379 361
64   61 3
1,299   503 796
630   486 144
681   469 212
92   85 7
1,221   615 606
613   672 -59
526   443 83
949   736 213
193   181 12
3,594   3,327 267
38   36 2
767   489 278
11   23 -12
559   306 253
44   43 1
764   493 271
50   49 1
919   959 -40
912   708 204
83   66 17
747   232 515
433   493 -60
46   46  
859   980 -121
53   60 -7
831   657 174
524   581 -57
95   94 1
1,556   521 1,035
630   631 -1
19   18 1
612   253 359
2,299   332 1,967
77   73 4
887   696 191
26   25 1
451   320 131
581   608 -27
15   17 -2
494   291 203
608   427 181
467   537 -70
53   57 -4
610   537 73
556   561 -5
526   448 78
42   39 3
665   489 176
28   28  
498   533 -35
28   26 2
541   464 77
783   1,061 -278
42   39 3
735   342 393
28   25 3
442   284 158
99   96 3
1,841   1,897 -56
30   29 1
512   309 203
50   49 1
914   1,093 -179
7   9 -2
31   27 4
590   317 273
534   505 29
11,205   7,923 3,282
76   52 24
2   2  
43   40 3
13,656   14,782 -1,126
1   1  
17   19 -2
12,031   13,940 -1,909
11,057   12,893 -1,836
14,080   12,903 1,177
9   9  
175   178 -3
10,500   14,317 -3,817
1   1  
15   17 -2
752   835 -83
3   3  
67   76 -9
1,163   694 469
717   543 174
2,682   851 1,831
671   569 102
979   488 491
328   347 -19
948   936 12
165   140 25
3,451   1,149 2,302
1,079   811 268
1,226   834 392
132   102 30
1,826   738 1,088
586   355 231
653   625 28
1,220   1,344 -124
727   664 63
699   691 8
1,230   780 450
216   201 15
4,012   3,681 331
41   36 5
827   489 338
77   68 9
1,837   917 920
27   21 6
424   247 177
1,320   1,238 82
24,501   24,069 432
954   708 246
166   133 33
1,579   464 1,115
126   119 7
1,669   1,313 356
123   117 6
2,070   651 1,419
1,166   1,261 -95
39   36 3
1,248   507 741
11   10 1
3,708   513 3,195
79   69 10
864   890 -26
1,149   695 454
640   581 59
23   27 -4
16   17 -1
529   291 238
955   711 244
164   172 -8
2,073   1,612 461
644   600 44
1,130   896 234
11   10 1
172   122 50
59   46 13
842   551 291
323   338 -15
27   26 1
178   109 69
332   355 -23
58   58  
4   5 -1
1,124   547 577
59   49 10
925   568 357
5   5  
51   53 -2
1,018   619 399
1,186   1,144 42
22,080   25,987 -3,907
60   53 7
1,195   635 560
10,706   12,277 -1,571
15,969   9,332 6,637
10,165   14,116 -3,951
19   18 1
4,323   4,486 -163
4,905   4,780 125
20,231   21,808 -1,577
275   272 3
10,656   10,577 79
4,594   4,455 139
20,606   20,684 -78
47   46 1
10,802   11,270 -468
41   41  
2,140   2,299 -159
17   22 -5
7,055   1,110 5,945
701   627 74
5,944   7,260 -1,316
92   90 2
2,111   2,397 -286
112   110 2
26,004   26,679 -675
9   9  
340   337 3
1   1  
134   164 -30
3   2 1
97   111 -14
54   55 -1
2,280   2,378 -98
8,791   8,222 569
19   16 3
10   9 1
60   54 6
88   69 19
460   220 240
2,803   3,043 -240
12,980   4,405 8,575
10,587   10,287 300
22,274   23,664 -1,390
       
147   17 130
17   15 2
40   37 3
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
      7,572
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2
b       -22
c       24
d       -622
e       15
      -599
      -206
      -665
      7
      -75
      10
      9
      -40
      6
      -196
      -18
      -2,698
      -95
      7,836
      10
      -548
      -88
      -2,344
      -138
      -2,033
      -501
      6,259
      1,029
      1
       
       
       
      566
      1
       
      6
      2,657
       
       
      -3
      321
      71
      821
      68
      361
      3
      796
      144
      212
      7
      606
      -59
      83
      213
      12
      267
      2
      278
      -12
      253
      1
      271
      1
      -40
      204
      17
      515
      -60
       
      -121
      -7
      174
      -57
      1
      1,035
      -1
      1
      359
      1,967
      4
      191
      1
      131
      -27
      -2
      203
      181
      -70
      -4
      73
      -5
      78
      3
      176
       
      -35
      2
      77
      -278
      3
      393
      3
      158
      3
      -56
      1
      203
      1
      -179
      -2
      4
      273
      29
      3,282
      24
       
      3
      -1,126
       
      -2
      -1,909
      -1,836
      1,177
       
      -3
      -3,817
       
      -2
      -83
       
      -9
      469
      174
      1,831
      102
      491
      -19
      12
      25
      2,302
      268
      392
      30
      1,088
      231
      28
      -124
      63
      8
      450
      15
      331
      5
      338
      9
      920
      6
      177
      82
      432
      246
      33
      1,115
      7
      356
      6
      1,419
      -95
      3
      741
      1
      3,195
      10
      -26
      454
      59
      -4
      -1
      238
      244
      -8
      461
      44
      234
      1
      50
      13
      291
      -15
      1
      69
      -23
       
      -1
      577
      10
      357
       
      -2
      399
      42
      -3,907
      7
      560
      -1,571
      6,637
      -3,951
      1
      -163
      125
      -1,577
      3
      79
      139
      -78
      1
      -468
       
      -159
      -5
      5,945
      74
      -1,316
      2
      -286
      2
      -675
       
      3
       
      -30
      1
      -14
      -1
      -98
      569
      3
      1
      6
      19
      240
      -240
      8,575
      300
      -1,390
       
      130
      2
      3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 49,671
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 1,122
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 1,122
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 1,122
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 842
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.............. 7 842
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 9 280
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 384-7301

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH GIBSON ESQ TRUSTEE
0 		0    
1739 KARG DR
AKRON,OH44313
RONALD B TYNAN SR TRUSTEE
0 		0    
106 S MAIN ST STE 1600
AKRON,OH44308
REV DR MARK T RUPPERT TRUSTEE
0 		0    
647 E MARKET ST
AKRON,OH44304
HUNTINGTON NATIONAL BANK TRUSTEE
1 		22,851    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,585,763
b
Average of monthly cash balances.......................
1b
33,342
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,619,105
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,619,105
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,287
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,594,818
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
79,741
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
79,741
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,122
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,122
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
78,619
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
78,619
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
78,619
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
69,375
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
69,375
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 78,619
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 49,227
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$ 69,375
a Applied to 2023, but not more than line 2a 49,227
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..... 20,148
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 .......... 		58,471
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BRENDA MOUBRAY co HUNTINGTON BANK
PO BOX 1558 DEPT EA4E86
COLUMBUS,OH43216
(330) 384-7301
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORMAT; MUST BE SUBMITTED IN WRITING
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GENERALLY RESTRICTED TO AKRON AND SUMMIT COUNTY 501(c)(3) ORGANIZATIONS.
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

OPEN M FOUNDATION

941 PRINCETON ST
AKRON,OH44311 		NONE PC GENERAL OPERATING 1,000

STEWARTS CARING PLACE

3501 RIDGE PARK DR
FAIRLAWN,OH443338203 		NONE PC GENERAL OPERATING 1,500

FIRST GLANCE STUDENT CENTER

943 KENMORE BLVD
AKRON,OH443142149 		NONE PC GENERAL OPERATING 500

BOY SCOUTS OF AMERICA

PO BOX 152079
IRVING,TX75015 		NONE PC GENERAL OPERATING 500

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 1,000

CUYAHOGA VALLEY PRESERVATION AND SCENIC

PO BOX 158
PENINSULA,OH442640158 		NONE PC GENERAL OPERATING 1,000

GOODWILL INDUSTRIES

570 E WATERLOO ROAD
AKRON,OH44319 		NONE PC GENERAL OPERATING 1,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 EAST BLVD
CLEVELAND,OH441061703 		NONE PC GENERAL OPERATING 1,000

CHILD GUIDANCE & FAMILY SOLUTIONS

18 N FORGE ST
AKRON,OH443041317 		NONE PC GENERAL OPERATING 500

GIRL SCOUTS OF NORTH EAST OHIO

1 GIRL SCOUT WAY
MACEDONIA,OH440562156 		NONE PC GENERAL OPERATING 1,000

COMMUNITY LEGAL AID SERVICES INC

50 S MAIN ST STE 800
AKRON,OH443081823 		NONE PC GENERAL OPERATING 1,000

TUESDAY MUSICAL ASSOCIATION

1041 WEST MARKET ST SUITE 200
AKRON,OH443137103 		NONE PC GENERAL OPERATING 1,000

PORTAGE PATH COMMUNITY MENTAL HEALTH

340 S BROADWAY ST
AKRON,OH443081529 		NONE PC GENERAL OPERATING 500

BATTERED WOMENS SHELTER

974 E MARKET ST
AKRON,OH443052445 		NONE PC GENERAL OPERATING 1,000

HOSPICE OF THE WESTERN RESERVE INC

17876 SAINT CLAIR AVE
CLEVELAND,OH441102602 		NONE PC GENERAL OPERATING 500

NATIONAL INVENTORS HALL OF FAME INC

3701 HIGHLAND PARK NW
NORTH CANTON,OH447204535 		NONE PC GENERAL OPERATING 500

SUMMIT CHORAL SOCIETY INC

140 E MARKET ST
AKRON,OH443082014 		NONE PC GENERAL OPERATING 500

PREGNANCY SOLUTIONS & SERVICES INC

3136 MANCHESTER RD
COVENTRY TWP,OH443191407 		NONE PC GENERAL OPERATING 500

CASA BOARD VOLUNTEER ASSOCIATION INC

650 DAN ST
AKRON,OH443103909 		NONE PC GENERAL OPERATING 500

AKRON INNER CITY SOCCER CLUB

865 ROSLYN AVE
AKRON,OH443201846 		NONE PC GENERAL OPERATING 500

AKRON ZOOLOGICAL PARK

500 EDGEWOOD AVE
AKRON,OH443072114 		NONE PC GENERAL OPERATING 750

EMBRACING FUTURES INC

50 S MAIN ST STE 100
AKRON,OH443081847 		NONE PC GENERAL OPERATING 1,500

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 500

AKRON CHILDRENS MUSEUM

216 S MAIN ST
AKRON,OH44308 		NONE PC GENERAL OPERATING 1,000

AUTISM SOCIETY OF GREATER AKRON

580 GRANT ST
AKRON,OH443119910 		NONE PC GENERAL OPERATING 500

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		NONE PC GENERAL OPERATING 500

VINE FELLOWSHIP CHURCH

PO BOX 716
GRANT,AL357470716 		NONE PC GENERAL OPERATING 10,000

FAMILY PROMISE OF SUMMIT COUNTY INC

1040 E TALLMADGE AVE
AKRON,OH443103516 		NONE PC GENERAL OPERATING 500

WELL COMMUNITY DEVELOPMENT CORPORATION

647 E MARKET ST
AKRON,OH443041620 		NONE PC GENERAL OPERATING 1,500

GRACE HOUSE AKRON INC

475 N HOWARD ST
AKRON,OH443103142 		NONE PC GENERAL OPERATING 2,000

COMMUNITY OUTREACH RESOURCES INC

1050 HILLSIDE PINE DR
GRAYSON,GA30017 		NONE PC GENERAL OPERATING 500

JUNIOR ACHIEVEMENT USA

12320 ORACLE BLVD
COLORADO SPGS,CO809213660 		NONE PC GENERAL OPERATING 500

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE PC GENERAL OPERATING 1,000

AKRON HISTORY CENTER

121 S MAIN ST STE 515
AKRON,OH44308 		NONE PC GENERAL OPERATING 5,000

MUSICAL ARTS ASSOCIATION

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 500

GOOD NEIGHBORS INC

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 1,000

HAVEN OF REST MINISTRIES

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

SOUTH STREET MINISTRIES

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 500

VICTIM ASSISTANCE PROGRAM

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 750

ACCESS INC

230 WEST MARKET STREET
AKRON,OH44303 		NONE PC GENERAL OPERATING 1,500

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH44307 		NONE PC GENERAL OPERATING 3,000

AXESSPOINTE COMMUNITY HEALTH CENTER

ARLINGTON ST SUITE 38
AKRON,OH44306 		NONE PC GENERAL OPERATING 1,000

BROKEN CHAINS JAIL & PRISON MINISTRY

4735 MASSILLON RD 459
GREEN,OH44232 		NONE PC GENERAL OPERATING 1,000

CHILDRENS CONCERT SOCIETY OF AKRON

198 HILL ST
AKRON,OH44325 		NONE PC GENERAL OPERATING 500

OHIOGUIDESTONE

401 TUSCARAWAS STREET WEST 501
CANTON,OH44702 		NONE PC GENERAL OPERATING 500

PEGASUS FARM EQUESTRIAN CENTER

7490 EDISON ST NE
HARTVILLE,OH44632 		NONE PC GENERAL OPERATING 500

RAPE CRISIS CENTER

2937 W 25TH ST
CLEVELAND,OH44113 		NONE PC GENERAL OPERATING 500
Total .................................right arrow 3a 56,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 42,861  
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 49,671  
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) ..   92,532  
13Total. Add line 12, columns (b), (d), and (e)..................
13
92,532
(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:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpStockSchedule
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Name of Stock End of Year Book Value End of Year Fair Market Value
747525103 QUALCOMM INC 13,116 13,979
883556102 THERMO FISHER SCIENT 10,527 10,925
007903107 ADVANCED MICRO DEVIC 12,213 14,736
40168W483 GUGGENHEIM FDS TR 64,177 64,719
31420B847 FEDERATED HERMES INS    
023135106 AMAZON COM INC 20,247 36,419
037833100 APPLE INC 15,220 41,069
46120E602 INTUITIVE SURGICAL I 10,399 18,791
592905749 METROPOLITAN WEST FD 13,938 12,846
235851102 DANAHER CORP    
88160R101 TESLA INC 15,245 32,711
00724F101 ADOBE SYS INC    
72201F623 PIMCO FDS 47,207 37,517
461202103 INTUIT 10,086 17,598
92826C839 VISA INC 8,821 15,802
31428Q739 FEDERATED TOTAL RETU 158,880 146,616
543916688 LORD ABBETT INVT TR 67,548 64,602
02079K305 ALPHABET INC 17,495 40,889
594918104 MICROSOFT CORP 15,527 37,092
64110L106 NETFLIX INC 9,493 27,631
79466L302 SALESFORCE.COM INC    
552982720 MFS SER TR XIII    
30303M102 FACEBOOK INC CL-A 20,587 31,618
67066G104 NVIDIA CORP 5,268 41,898
936793744 WASATCH FDS TR    
922031737 VANGUARD FIXED INCOM 14,723 12,587
036752103 ANTHEM INC    
038222105 APPLIED MATLS INC 13,359 13,173
43300A203 HILTON WORLDWIDE HLD 11,547 20,761
464287804 ISHARES TR    
11135F101 BROADCOM INC 10,869 32,689
91913Y100 VALERO ENERGY CORP N 9,047 13,362
169656105 CHIPOTLE MEXICAN GRI    
68389X105 ORACLE CORP 21,291 31,662
81762P102 SERVICENOW INC 15,900 27,563
92646A831 VICTORY PORTFOLIOS 63,968 58,979
57636Q104 MASTERCARD INC 16,147 23,169
872590104 T-MOBILE US INC 11,525 18,541
532457108 LILLY ELI & CO    
30231G102 EXXON MOBIL CORP    
543487136 LOOMIS SAYLES FDS II 150,267 146,557
67103H107 O'REILLY AUTOMOTIVE 11,114 16,601
701094104 PARKER-HANNIFIN CORP 10,621 20,353
09857L108 BOOKING HLDGS INC    
101137107 BOSTON SCIENTIFIC CO 12,945 21,347
20030N101 COMCAST CORP NEW    
32008F200 FIRST EAGLE FDS 88,683 87,924
512807108 LAM RESH CORP    
666807102 NORTHROP GRUMMAN COR    
697435105 PALO ALTO NETWORKS I 13,151 15,649
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 11,962 15,826
92532F100 VERTEX PHARMACEUTICA 10,969 13,692
G29183103 EATON CORP PLC 11,356 20,576
032095101 AMPHENOL CORP NEW 12,399 12,501
032654105 ANALOG DEVICES INC 13,899 12,748
040413205 ARISTA NETWORKS INC 10,442 13,706
04314H568 ARTISAN PARTNERS FDS 25,908 25,851
191216100 COCA COLA CO 12,548 12,390
191912401 COHEN & STEERS REAL 32,955 30,401
22160K105 COSTCO WHOLESALE COR 9,675 9,163
230001752 CULLEN EMERGING MARK 63,311 61,166
253868103 DIGITAL RLTY TR INC 11,522 13,654
262028731 DRIEHAUS SMALL CAP G 31,837 33,724
512807306 LAM RESEARCH CORP 12,342 12,496
539830109 LOCKHEED MARTIN CORP 9,912 8,747
595112103 MICRON TECHNOLOGY IN 14,985 10,183
75513E101 RTX CORP 9,568 9,605
78409V104 S&P GLOBAL INC 8,744 8,467
824348106 SHERWIN WILLIAMS CO 11,232 12,577
882508104 TEXAS INSTRS INC 9,707 9,563
98978V103 ZOETIS INC 8,538 7,821

TY 2024 OtherDecreasesSchedule
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Description Amount
ROC ON CY SALES 491


TY 2024 OtherExpensesSchedule
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Description Amount
MUTUAL FUND TIMING ADJ 685


TY 2024 TaxesSchedule
Name:
W PAUL MILLS & THORA J MILLS MEMORIAL
EIN:
37-1432256
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 152 152   0
FEDERAL TAX PAYMENT - PRIOR YE 650 0   0
FEDERAL ESTIMATES - PRINCIPAL 842 0   0
FOREIGN TAXES ON NONQUALIFIED 177 177   0