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

34-6516441
B Telephone number (see instructions)

(330) 742-7021
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,360,222J 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... 119,484 119,484  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 424,347
b Gross sales price for all assets on line 6a 2,049,817
7 Capital gain net income (from Part IV, line 2)... 424,347
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........ 543,831 543,831  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,302 23,151   23,151
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
6,314 1,653   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
950     950
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,816 24,804 0 25,351
25 Contributions, gifts, grants paid....... 230,000 230,000
26 Total expenses and disbursements. Add lines 24 and 25 284,816 24,804 0 255,351
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 259,015
b Net investment income (if negative, enter -0-) 519,027
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......... 95,186 31,537 31,537
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)....... 1,987,840 Click to see attachment
List of Attached Documents:
// Content
2,638,800 		3,582,612
c Investments—corporate bonds (attach schedule)....... 2,136,509 Click to see attachment
List of Attached Documents:
// Content
1,809,453 		1,746,073
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) 4,219,535 4,479,790 5,360,222
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........ 4,219,535 4,479,790
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)..... 4,219,535 4,479,790
30 Total liabilities and net assets/fund balances (see instructions). 4,219,535 4,479,790
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
4,219,535
2
Enter amount from Part I, line 27a .....................
2
259,015
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,399
4
Add lines 1, 2, and 3 ..........................
4
4,480,949
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,159
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,479,790
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 75000. US TREASURY N/B 2.75% 02/28/2025     2024-01-18
b 50000. US TREASURY N/B 1.75% 06/30/2024   2021-05-21 2024-01-18
c 65. ADOBE SYS INC W/1 RT/SH   2023-02-17 2024-03-01
d 72. ALPHABET INC   2015-12-15 2024-03-01
e 23. AMAZON.COM INC   2018-11-01 2024-03-01
28. ANALOG DEVICES   2018-04-27 2024-03-01
52. ANTHEM INC   2023-05-16 2024-03-01
29. ANTHEM INC   2022-10-04 2024-03-01
46. APPLE COMPUTER   2010-06-10 2024-03-01
4. BOOKING HLDGS INC   2023-05-16 2024-03-01
10. BOOKING HLDGS INC   2021-08-19 2024-03-01
2. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-05-06 2024-03-01
43. COMCAST CORP NEW   2023-05-16 2024-03-01
2. CONSTELLATION BRANDS INC CL A   2022-05-23 2024-03-01
1. COSTCO WHOLESALE CORP   2018-07-13 2024-03-01
28. EOG RESOURCES INC   2022-05-23 2024-03-01
105. FISERV INC   2023-05-16 2024-03-01
48. GENERAL ELEC CO   2023-05-16 2024-03-01
40. ISHARES S & P MIDCAP 400   2023-05-16 2024-03-01
11. ISHARES S & P SMALLCAP 600   2022-01-24 2024-03-01
25. J P MORGAN CHASE & CO   2018-05-31 2024-03-01
75. JOHNSON & JOHNSON CO   2018-11-01 2024-03-01
61. ELI LILLY & CO   2020-04-14 2024-03-01
7. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2024-03-01
12. M & T BANK CORP   2021-08-19 2024-03-01
14. MCDONALDS CORP   2022-01-24 2024-03-01
59. MICROSOFT CORP   2015-12-15 2024-03-01
517. NEXTERA ENERGY, INC     2024-03-01
42. NORTHROP GRUMMAN CORP W/1 RT/SH   2022-05-23 2024-03-01
53. NVIDIA CORP   2020-08-14 2024-03-01
13. PARKER HANNIFIN CORP   2023-02-17 2024-03-01
177. PEPSICO INC   2020-04-14 2024-03-01
1. PROCTER & GAMBLE CO   2020-04-14 2024-03-01
17. ROCKWELL INTL CORP NEW   2023-02-17 2024-03-01
32. SPDR INDEX SHS FDS   2022-10-04 2024-03-01
26. SALESFORCE.COM INC   2023-02-17 2024-03-01
10. SERVICENOW INC   2022-10-04 2024-03-01
5. SYNOPSYS INC W/1 RT/SH   2023-07-13 2024-03-01
8. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2024-03-01
15. T-MOBILE US INC   2023-02-17 2024-03-01
15. TESLA INC   2021-05-06 2024-03-01
75. TEXAS INSTRUMENTS INC.   2015-12-15 2024-03-01
113. UNITEDHEALTH GROUP INC     2024-03-01
204. VALERO ENERGY   2013-02-15 2024-03-01
88. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-03-01
24. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2024-03-01
49. VERTEX PHARMACEUTICAL INC     2024-03-01
22. VISA INC   2015-12-15 2024-03-01
45. ACCENTURE PLC-CL A   2011-03-25 2024-03-01
1. LINDE PLC   2023-11-29 2024-03-01
13. CHUBB LTD   2021-08-19 2024-03-01
50000. US TREASURY N/B 2.75% 02/28/2025   2023-07-14 2024-03-14
25000. US TREASURY N/B 2.75% 02/28/2025   2023-07-14 2024-04-10
.75 GE VERNOVA INC.   2023-05-16 2024-04-16
12. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2024-04-25
134. APPLE COMPUTER   2010-06-10 2024-04-25
18. APPLIED MATERIALS INC   2024-03-01 2024-04-25
8. ATMOS ENERGY CORP   2023-07-13 2024-04-25
17. BOSTON SCIENTIFIC CORP   2023-05-16 2024-04-25
73. GE VERNOVA INC.   2023-05-16 2024-04-25
27. ELI LILLY & CO   2020-04-14 2024-04-25
50. SYNOPSYS INC W/1 RT/SH   2023-07-13 2024-04-25
121. VISA INC   2015-12-15 2024-04-25
50000. PACCAR FINL CORP MEDIUM TERM SR NTS   2020-05-27 2024-05-30
50000. PACCAR FINL CORP MEDIUM TERM SR NTS   2020-05-27 2024-06-14
1. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2024-06-18
573. COMCAST CORP NEW     2024-06-18
357. COMCAST CORP NEW   2023-05-16 2024-06-18
221. DISNEY (WALT) CO     2024-06-18
1. EOG RESOURCES INC   2022-05-23 2024-06-18
1. ISHARES S & P MIDCAP 400   2023-05-16 2024-06-18
166. J P MORGAN CHASE & CO   2018-05-31 2024-06-18
144. LOWES COMPANIES INC   2024-03-01 2024-06-18
155. MCDONALDS CORP     2024-06-18
4. NVIDIA CORP   2020-08-14 2024-06-18
1. PARKER HANNIFIN CORP   2024-04-25 2024-06-18
77. PARKER HANNIFIN CORP     2024-06-18
116. SALESFORCE.COM INC   2023-02-17 2024-06-18
2. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-06-18
1. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2024-06-18
1. CHUBB LTD   2021-08-19 2024-06-18
38. AES CORP   2024-06-18 2024-06-24
6. ADVANCED MICRO DEVICES INC W/1   2024-03-01 2024-06-24
9. ALPHABET INC   2015-12-15 2024-06-24
8. AMAZON.COM INC     2024-06-24
9. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2024-06-24
2. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2024-06-24
3. ANALOG DEVICES   2018-04-27 2024-06-24
7. APPLE COMPUTER   2010-06-10 2024-06-24
5. APPLIED MATERIALS INC   2024-03-01 2024-06-24
4. ATMOS ENERGY CORP   2023-07-13 2024-06-24
2. BERKSHIRE HATHAWAY CL-B   2023-10-03 2024-06-24
14. BOSTON SCIENTIFIC CORP   2023-05-16 2024-06-24
1. BROADCOM INC   2024-03-01 2024-06-24
3. CONSTELLATION BRANDS INC CL A   2022-05-23 2024-06-24
1. COSTCO WHOLESALE CORP   2018-07-13 2024-06-24
1. CROWDSTRIKE HOLDINGS INC - A   2024-06-18 2024-06-24
3. EOG RESOURCES INC   2022-05-23 2024-06-24
7. EMERSON ELECTRIC CO   2023-02-17 2024-06-24
7. EXXON MOBIL CORP COM   2023-04-12 2024-06-24
3. FACEBOOK INC CL-A   2023-05-16 2024-06-24
2. FISERV INC   2023-05-16 2024-06-24
6. GENERAL ELEC CO   2023-05-16 2024-06-24
2. INTUITIVE SURGICAL INC   2023-05-16 2024-06-24
58. ISHARES S & P MIDCAP 400   2023-05-16 2024-06-24
15. ISHARES S & P SMALLCAP 600   2022-01-24 2024-06-24
2. J P MORGAN CHASE & CO   2018-05-31 2024-06-24
2. ELI LILLY & CO   2020-04-14 2024-06-24
1. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2024-06-24
5. M & T BANK CORP   2021-08-19 2024-06-24
6. MICROSOFT CORP   2015-12-15 2024-06-24
3. MICRON TECHNOLOGY INC   2024-06-18 2024-06-24
2. NETFLIX INC   2023-02-17 2024-06-24
22. NVIDIA CORP   2020-08-14 2024-06-24
1. O'REILLY AUTOMOTIVE INC   2024-06-18 2024-06-24
4. ORACLE CORP   2024-06-18 2024-06-24
2. PALO ALTO NETWORKS INC   2024-03-01 2024-06-24
4. PROCTER & GAMBLE CO   2020-04-14 2024-06-24
8. RTX CORP   2024-04-25 2024-06-24
2. ROCKWELL INTL CORP NEW   2023-02-17 2024-06-24
46. SPDR INDEX SHS FDS   2022-10-04 2024-06-24
1. SERVICENOW INC   2022-10-04 2024-06-24
2. SHERWIN WILLIAMS CO   2024-06-18 2024-06-24
3. STRYKER CORP   2024-03-01 2024-06-24
4. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2024-06-24
3. T-MOBILE US INC   2023-02-17 2024-06-24
3. TARGET CORP   2024-03-01 2024-06-24
3. TESLA INC   2021-05-06 2024-06-24
7. US BANCORP DEL NEW   2024-03-01 2024-06-24
6. VALERO ENERGY   2013-02-15 2024-06-24
123. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-06-24
34. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2024-06-24
2. VISA INC   2015-12-15 2024-06-24
8. WAL-MART STORES, INC.   2023-05-16 2024-06-24
3. ZOETIS INC   2024-03-01 2024-06-24
3. ACCENTURE PLC-CL A   2011-03-25 2024-06-24
1. LINDE PLC   2023-11-29 2024-06-24
2. CHUBB LTD   2021-08-19 2024-06-24
59. AES CORP   2024-06-18 2024-07-19
7. ADVANCED MICRO DEVICES INC W/1   2024-03-01 2024-07-19
12. ALPHABET INC   2015-12-15 2024-07-19
19. AMAZON.COM INC   2019-01-16 2024-07-19
12. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2024-07-19
3. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2024-07-19
5. ANALOG DEVICES   2018-04-27 2024-07-19
10. APPLE COMPUTER   2010-06-10 2024-07-19
6. APPLIED MATERIALS INC   2024-03-01 2024-07-19
4. ATMOS ENERGY CORP   2023-07-13 2024-07-19
2. BERKSHIRE HATHAWAY CL-B   2023-10-03 2024-07-19
18. BOSTON SCIENTIFIC CORP   2023-05-16 2024-07-19
6. BROADCOM INC   2024-03-01 2024-07-19
21. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-05-06 2024-07-19
4. CONSTELLATION BRANDS INC CL A   2022-05-23 2024-07-19
1. COSTCO WHOLESALE CORP   2018-07-13 2024-07-19
1. CROWDSTRIKE HOLDINGS INC - A   2024-06-18 2024-07-19
5. EOG RESOURCES INC   2022-05-23 2024-07-19
12. EMERSON ELECTRIC CO   2023-02-17 2024-07-19
7. EXXON MOBIL CORP COM   2023-04-12 2024-07-19
7. FACEBOOK INC CL-A   2023-05-16 2024-07-19
5. GENERAL ELEC CO   2023-05-16 2024-07-19
8. INTUITIVE SURGICAL INC   2023-05-16 2024-07-19
2. ELI LILLY & CO   2020-04-14 2024-07-19
2. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2024-07-19
7. M & T BANK CORP   2021-08-19 2024-07-19
9. MICROSOFT CORP   2015-12-15 2024-07-19
1. MICRON TECHNOLOGY INC   2024-06-18 2024-07-19
1. NETFLIX INC   2023-02-17 2024-07-19
27. NVIDIA CORP   2020-08-14 2024-07-19
1. O'REILLY AUTOMOTIVE INC   2024-06-18 2024-07-19
7. ORACLE CORP   2024-06-18 2024-07-19
7. PALO ALTO NETWORKS INC   2024-03-01 2024-07-19
3. PROCTER & GAMBLE CO   2020-04-14 2024-07-19
7. RTX CORP   2024-04-25 2024-07-19
2. ROCKWELL INTL CORP NEW   2023-02-17 2024-07-19
218. SPDR INDEX SHS FDS   2022-10-04 2024-07-19
2. SERVICENOW INC   2022-10-04 2024-07-19
30. SHERWIN WILLIAMS CO   2024-06-18 2024-07-19
6. STRYKER CORP   2024-03-01 2024-07-19
6. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2024-07-19
5. T-MOBILE US INC   2023-02-17 2024-07-19
2. TARGET CORP   2024-03-01 2024-07-19
5. TESLA INC   2021-05-06 2024-07-19
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2024-07-19
6. US BANCORP DEL NEW   2024-03-01 2024-07-19
9. VALERO ENERGY   2013-02-15 2024-07-19
876. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2024-07-19
4. VISA INC   2015-12-15 2024-07-19
12. WAL-MART STORES, INC.   2023-05-16 2024-07-19
7. ZOETIS INC   2024-03-01 2024-07-19
3. ACCENTURE PLC-CL A   2011-03-25 2024-07-19
3. LINDE PLC   2023-11-29 2024-07-19
4. CHUBB LTD   2021-08-19 2024-07-19
929. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-05-06 2024-08-09
221. NVIDIA CORP   2020-08-14 2024-08-09
186. TARGET CORP   2024-03-01 2024-08-09
167. TESLA INC     2024-08-09
50000. PRECISION CASTPARTS CORP   2021-05-14 2024-08-12
25000. US TREASURY N/B 2.75% 02/28/2025   2023-07-14 2024-08-12
100000. US TREASURY N/B 1.625% 02/15/2026     2024-08-12
50000. US TREASURY N/B 1.125% 02/15/2031     2024-08-12
50000. US TREASURY N/B 2.875% 05/15/2032   2022-07-25 2024-08-12
25000. US TREASURY N/B 3.875% 01/15/2026   2023-07-07 2024-10-23
2080. AES CORP     2024-11-22
315. APPLIED MATERIALS INC     2024-11-22
12. CONSTELLATION BRANDS INC CL A   2024-08-12 2024-11-22
155. CONSTELLATION BRANDS INC CL A     2024-11-22
36. ELI LILLY & CO   2020-04-14 2024-11-22
201. MICRON TECHNOLOGY INC     2024-11-22
50000. US TREASURY N/B 1.625% 02/15/2026   2022-07-25 2024-12-13
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 73,418   73,031 387
b 49,250   52,158 -2,908
c 36,610   23,161 13,449
d 9,956   2,733 7,223
e 4,060   1,917 2,143
5,386   2,462 2,924
25,822   23,264 2,558
14,401   13,895 506
8,288   407 7,881
13,857   10,651 3,206
34,644   20,754 13,890
5,399   2,818 2,581
1,813   1,716 97
495   478 17
742   216 526
3,233   3,538 -305
15,755   12,517 3,238
7,556   4,868 2,688
2,305   1,936 369
1,178   1,133 45
4,649   2,686 1,963
12,101   10,552 1,549
46,832   8,910 37,922
2,979   3,029 -50
1,642   1,618 24
4,088   3,484 604
24,381   3,262 21,119
28,352   16,848 11,504
19,164   19,088 76
42,530   6,160 36,370
6,982   4,619 2,363
28,915   23,526 5,389
158   117 41
4,869   5,049 -180
1,331   1,281 50
8,048   4,276 3,772
7,733   4,098 3,635
2,867   2,241 626
792   711 81
2,437   2,231 206
2,996   3,301 -305
12,622   4,320 8,302
54,176   32,542 21,634
29,211   8,842 20,369
4,297   3,397 900
992   917 75
20,798   16,537 4,261
6,257   1,728 4,529
17,010   2,493 14,517
449   415 34
3,269   2,392 877
48,916   48,313 603
24,469   24,156 313
101   63 38
1,034   1,211 -177
22,708   1,185 21,523
3,503   3,738 -235
941   961 -20
1,241   919 322
10,226   6,136 4,090
19,598   3,944 15,654
26,183   22,407 3,776
32,837   9,505 23,332
49,567   52,165 -2,598
49,678   52,165 -2,487
88   101 -13
21,283   22,231 -948
13,260   14,248 -988
22,361   24,632 -2,271
121   126 -5
58   48 10
32,665   17,833 14,832
32,775   35,015 -2,240
38,849   39,690 -841
532   46 486
508   540 -32
39,112   26,662 12,450
26,721   19,080 7,641
99   77 22
44   38 6
262   184 78
714   721 -7
963   1,194 -231
1,613   342 1,271
1,493   671 822
790   908 -118
394   397 -3
688   264 424
1,468   62 1,406
1,153   1,038 115
471   481 -10
830   693 137
1,081   757 324
1,615   1,350 265
790   717 73
847   216 631
380   391 -11
374   379 -5
766   601 165
796   808 -12
1,491   718 773
302   238 64
977   482 495
866   616 250
3,419   2,808 611
1,593   1,545 48
397   215 182
1,797   292 1,505
472   433 39
747   674 73
2,693   332 2,361
419   472 -53
1,331   697 634
2,631   256 2,375
1,080   1,054 26
559   574 -15
637   607 30
673   469 204
846   809 37
530   594 -64
1,907   1,842 65
745   410 335
603   600 3
1,031   1,053 -22
444   356 88
536   446 90
448   459 -11
551   660 -109
283   292 -9
910   260 650
6,080   4,748 1,332
1,492   1,299 193
559   157 402
550   400 150
516   574 -58
931   166 765
443   415 28
534   368 166
1,009   1,120 -111
1,078   1,393 -315
2,147   456 1,691
3,483   1,610 1,873
1,117   1,211 -94
631   596 35
1,185   440 745
2,260   88 2,172
1,295   1,246 49
492   481 11
879   693 186
1,380   973 407
979   810 169
1,118   592 526
988   957 31
842   216 626
305   391 -86
656   632 24
1,396   1,031 365
830   808 22
3,377   1,676 1,701
793   402 391
3,608   2,465 1,143
1,745   292 1,453
950   865 85
1,168   944 224
3,946   498 3,448
117   157 -40
644   348 296
3,239   314 2,925
1,035   1,054 -19
976   1,005 -29
2,324   2,125 199
505   352 153
724   708 16
545   594 -49
9,500   8,728 772
1,491   820 671
9,659   9,000 659
2,007   2,107 -100
678   534 144
913   744 169
301   306 -5
1,224   1,100 124
537   573 -36
267   250 17
1,334   390 944
44,170   33,814 10,356
1,074   314 760
848   600 248
1,252   1,339 -87
998   166 832
1,329   1,246 83
1,049   736 313
51,738   26,176 25,562
23,036   2,568 20,468
24,982   28,488 -3,506
32,781   33,952 -1,171
49,267   54,519 -5,252
24,720   24,156 564
96,273   101,847 -5,574
42,445   47,821 -5,376
46,744   50,236 -3,492
24,897   24,486 411
27,429   39,231 -11,802
54,840   65,060 -10,220
2,872   2,870 2
37,093   36,873 220
27,056   5,258 21,798
20,635   30,701 -10,066
48,506   47,740 766
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       387
b       -2,908
c       13,449
d       7,223
e       2,143
      2,924
      2,558
      506
      7,881
      3,206
      13,890
      2,581
      97
      17
      526
      -305
      3,238
      2,688
      369
      45
      1,963
      1,549
      37,922
      -50
      24
      604
      21,119
      11,504
      76
      36,370
      2,363
      5,389
      41
      -180
      50
      3,772
      3,635
      626
      81
      206
      -305
      8,302
      21,634
      20,369
      900
      75
      4,261
      4,529
      14,517
      34
      877
      603
      313
      38
      -177
      21,523
      -235
      -20
      322
      4,090
      15,654
      3,776
      23,332
      -2,598
      -2,487
      -13
      -948
      -988
      -2,271
      -5
      10
      14,832
      -2,240
      -841
      486
      -32
      12,450
      7,641
      22
      6
      78
      -7
      -231
      1,271
      822
      -118
      -3
      424
      1,406
      115
      -10
      137
      324
      265
      73
      631
      -11
      -5
      165
      -12
      773
      64
      495
      250
      611
      48
      182
      1,505
      39
      73
      2,361
      -53
      634
      2,375
      26
      -15
      30
      204
      37
      -64
      65
      335
      3
      -22
      88
      90
      -11
      -109
      -9
      650
      1,332
      193
      402
      150
      -58
      765
      28
      166
      -111
      -315
      1,691
      1,873
      -94
      35
      745
      2,172
      49
      11
      186
      407
      169
      526
      31
      626
      -86
      24
      365
      22
      1,701
      391
      1,143
      1,453
      85
      224
      3,448
      -40
      296
      2,925
      -19
      -29
      199
      153
      16
      -49
      772
      671
      659
      -100
      144
      169
      -5
      124
      -36
      17
      944
      10,356
      760
      248
      -87
      832
      83
      313
      25,562
      20,468
      -3,506
      -1,171
      -5,252
      564
      -5,574
      -5,376
      -3,492
      411
      -11,802
      -10,220
      2
      220
      21,798
      -10,066
      766
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 2 424,347
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 7,214
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 7,214
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 7,214
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,119
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 5,119
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 2,095
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) 742-7021

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1 		46,302    
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
5,231,189
b
Average of monthly cash balances.......................
1b
72,264
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,303,453
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
5,303,453
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
79,552
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,223,901
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
261,195
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
261,195
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,214
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,214
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
253,981
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
253,981
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
253,981
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
255,351
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
255,351
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 7 253,981
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 154,157
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$ 255,351
a Applied to 2023, but not more than line 2a 154,157
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 101,194
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 .......... 		152,787
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:
DAVID SABINE CO HUNTINGTON NATL B
23 FEDERAL PLAZA
YOUNGSTOWN,OH44503
(330) 742-7021
DAVE.SABINE@HUNTINGTON.COM
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION STATING PURPOSE OF REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO CHARITABLE 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

MILL VALLEY PHILHARMONIC

775 E BLITHEDALE AVENUE - NO 157
MILL VALLEY,CA949411554 		NONE PC GENERAL OPERATING 7,500

CALIFORNIA JAZZ CONSERVATORY INC

2087 ADDISON STREET
BERKELEY,CA947041268 		NONE PC GENERAL OPERATING 12,500

IMAGINE NORTH CAROLINA FIRST

PO BOX 428
RALEIGH,MP27602 		NONE PC GENERAL OPERATING 25,000

NATIONAL REDISTRICTING FOUNDATION

700 13TH ST NW STE 600
WASHINGTON,DC200055998 		NONE PC GENERAL OPERATING 25,000

WHITTIER COLLEGE

13406 E PHILADELPHIA ST
WHITTIER,CA90602 		NONE PC GENERAL OPERATING 25,000

BERKLEY SCHOLARSHIP FUND

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 10,000

EASTERN BK

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 25,000

GROUNDWORK PROJECT

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 25,000

MAHONING VALLEY COMMUNITY SCHOOL

2026 SOUTH AVENUE
YOUNGSTOWN,OH44502 		NONE PC GENERAL OPERATING 25,000

OH WOW

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 50,000
Total .................................right arrow 3a 230,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 119,484  
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 ............ 		    18 424,347  
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) ..   543,831  
13Total. Add line 12, columns (b), (d), and (e)..................
13
543,831
(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:
WARD BEECHER FOUNDATION
EIN:
34-6516441
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:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpBondsSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Name of Bond End of Year Book Value End of Year Fair Market Value
69371RQ25 PACCAR FINL CORP MED    
912828Z94 US TREASURY N/B 1.5% 49,904 43,422
74460WAA5 PUBLIC STORAGE 49,608 47,979
740189AM7 PRECISION CASTPARTS    
91282CCH2 US TREASURY N/B 1.25 95,582 90,125
49271VAJ9 KEURIG DR PEPPER INC 53,176 45,688
78016EZQ3 ROYAL BK CDA GLOBAL 50,005 47,812
9128284N7 US TREASURY N/B 2.87 98,839 95,531
9128286Z8 US TREASURY N/B 1.75    
23338VAN6 DTE ELEC CO 50,662 45,802
70450YAE3 PAYPAL HLDGS INC 52,782 45,732
912828YQ7 US TREASURY N/B 1.62 121,339 119,297
291011BL7 EMERSON ELEC CO 50,901 46,380
91282CBL4 US TREASURY N/B 1.12 45,267 41,266
912828P46 US TREASURY N/B 1.62 23,870 24,285
91324PDK5 UNITEDHEALTH GROUP I 26,367 24,261
06406RBB2 BANK NEW YORK MELLON 23,770 21,213
482480AL4 KLA CORP 48,757 48,885
17252MAN0 CINTAS CORP NO 2 50,170 49,043
91282CEP2 US TREASURY N/B 2.87    
89115A2E1 TORONTON-DOMINION BA 50,600 47,365
38145GAH3 GOLDMAN SACHS GROUP 48,587 48,881
032654AN5 ANALOG DEVICES INC 50,161 49,009
039482AB0 ARCHER DANIELS MIDLA 46,543 46,065
06368LGV2 BANK OF MONTREAL 5.2 49,952 50,158
369550BP2 GENERAL DYNAMICS COR 59,782 63,986
912810FP8 US TREASURY BOND 5.3 54,438 52,281
9128283Z1 US TREASURY N/B 2.75    
91282CGE5 US TREASURY N/B 3.87 73,459 74,742
91282CGM7 US TREASURY N/B 3.5% 58,533 55,838
91282CGQ8 US TREASURY N/B 4% 0 51,695 49,094
91282CHR5 US TREASURY N/B 4% 0 48,967 48,969
91282CFV8 US TREASURY N/B 4.12 98,561 97,578
91282CJJ1 US TREASURY N/B 4.5% 50,518 49,797
91282CJN2 US TREASURY N/B 4.37 126,885 125,098
961214FT5 WESTPAC BANKING CORP 49,773 50,491

TY 2024 InvestmentsCorpStockSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Name of Stock End of Year Book Value End of Year Fair Market Value
92826C839 VISA INC 11,142 38,241
882508104 TEXAS INSTRS INC    
713448108 PEPSICO INC    
478160104 JOHNSON & JOHNSON    
91324P102 UNITEDHEALTH GROUP I    
023135106 AMAZON COM INC 69,476 97,848
032654105 ANALOG DEVICES INC 20,691 38,455
G1151C101 ACCENTURE PLC-CL A 10,028 47,140
594918104 MICROSOFT CORP 26,780 137,409
773903109 ROCKWELL AUTOMATION 31,654 31,437
91913Y100 VALERO ENERGY CORP N 17,156 37,267
037833100 APPLE INC 27,896 95,660
46120E602 INTUITIVE SURGICAL I 41,531 61,591
46625H100 JPMORGAN CHASE & CO 39,005 53,935
742718109 PROCTER & GAMBLE CO 41,800 48,451
532457108 LILLY ELI & CO 23,633 44,776
22160K105 COSTCO WHOLESALE COR 26,349 57,725
65339F101 NEXTERA ENERGY INC    
67066G104 NVIDIA CORP 20,117 138,587
701094104 PARKER-HANNIFIN CORP    
02079K305 ALPHABET INC 28,455 93,704
88160R101 TESLA INC    
09857L108 BOOKING HLDGS INC    
H1467J104 CHUBB LTD 28,290 40,616
169656105 CHIPOTLE MEXICAN GRI    
464287804 ISHARES TR 93,569 103,813
55261F104 M & T BK CORP 59,155 70,128
26875P101 EOG RES INC 25,806 25,006
337738108 FISERV INC 36,762 46,630
539830109 LOCKHEED MARTIN CORP 22,126 24,297
025537101 AMERICAN ELEC PWR CO 48,892 48,697
666807102 NORTHROP GRUMMAN COR    
922042858 VANGUARD INTL EQUITY 197,915 206,327
21036P108 CONSTELLATION BRANDS    
036752103 ANTHEM INC    
78463X749 SPDR INDEX SHS FDS 95,926 101,950
81762P102 SERVICENOW INC 22,065 53,006
580135101 MCDONALDS CORP    
921943858 VANGUARD TAX-MANAGED 255,593 293,997
00724F101 ADOBE SYS INC    
049560105 ATMOS ENERGY CORP 24,599 28,411
084670702 BERKSHIRE HATHAWAY C 41,648 49,861
101137107 BOSTON SCIENTIFIC CO 43,893 68,687
20030N101 COMCAST CORP NEW    
291011104 EMERSON ELEC CO 31,672 42,384
30231G102 EXXON MOBIL CORP 43,278 41,737
30303M102 FACEBOOK INC CL-A 70,003 96,024
369604301 GENERAL ELEC CO 26,817 51,371
464287507 ISHARES TR 177,630 212,851
64110L106 NETFLIX INC 30,370 62,392
79466L302 SALESFORCE.COM INC 45,653 45,135
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 22,539 29,961
872590104 T-MOBILE US INC 27,204 39,952
92532F100 VERTEX PHARMACEUTICA    
931142103 WAL MART STORES INC 26,200 43,458
G54950103 LINDE PLC 30,912 30,982
007903107 ADVANCED MICRO DEVIC 58,821 37,203
03027X100 AMERICAN TOWER CORP 28,274 25,861
11135F101 BROADCOM INC 56,424 96,214
22788C105 CROWDSTRIKE HOLDINGS 22,549 20,187
253868103 DIGITAL RLTY TR INC 28,077 26,245
285512109 ELECTRONIC ARTS INC 54,712 54,570
458140100 INTEL CORP 29,945 24,561
67103H107 O'REILLY AUTOMOTIVE 42,354 47,432
68389X105 ORACLE CORP 37,276 43,493
697435105 PALO ALTO NETWORKS I 47,025 56,044
747525103 QUALCOMM INC 24,669 23,197
75513E101 RTX CORP 43,180 48,834
824348106 SHERWIN WILLIAMS CO 25,164 28,214
863667101 STRYKER CORP 49,322 50,767
883556102 THERMO FISHER SCIENT 24,731 22,370
902973304 US BANCORP DEL 33,947 34,820
92343V104 VERIZON COMMUNICATIO 34,848 34,351
98978V103 ZOETIS INC 33,252 28,350

TY 2024 OtherDecreasesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Amount
CY PURCHASE OF ACCRUED INTEREST 193
ROC ON CY SALES 966


TY 2024 OtherExpensesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 750 0   750
STATE FILING/TAX PAYMENT 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Description Amount
MUTUAL FUND TIMING ADJ 2,307
PY PURCHASE OF ACCRUED INTEREST 92


TY 2024 TaxesSchedule
Name:
WARD BEECHER FOUNDATION
EIN:
34-6516441
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 869 869   0
FEDERAL ESTIMATES - PRINCIPAL 4,661 0   0
FOREIGN TAXES ON NONQUALIFIED 784 784   0