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
CHARLES E AND MABEL M RITCHIE 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

34-6500802
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$8,725,013J 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... 240,310 240,310  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 528,820
b Gross sales price for all assets on line 6a 3,342,546
7 Capital gain net income (from Part IV, line 2)... 528,820
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
137    
12 Total. Add lines 1 through 11........ 769,267 769,130  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,681 41,341   41,341
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
2,535 2,535   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
1,118     1,118
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,584 43,876 0 43,709
25 Contributions, gifts, grants paid....... 363,600 363,600
26 Total expenses and disbursements. Add lines 24 and 25 451,184 43,876 0 407,309
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 318,083
b Net investment income (if negative, enter -0-) 725,254
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......... 242,742 92,380 92,380
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,050,940 Click to see attachment
List of Attached Documents:
// Content
4,781,056 		6,151,161
c Investments—corporate bonds (attach schedule)....... 2,745,689 Click to see attachment
List of Attached Documents:
// Content
2,493,692 		2,481,472
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,039,371 7,367,128 8,725,013
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........ 7,039,371 7,367,128
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,039,371 7,367,128
30 Total liabilities and net assets/fund balances (see instructions). 7,039,371 7,367,128
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,039,371
2
Enter amount from Part I, line 27a .....................
2
318,083
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,696
4
Add lines 1, 2, and 3 ..........................
4
7,370,150
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,022
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,367,128
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 1556. AT&T INC   2022-06-01 2024-01-31
b 66. ANTHEM INC   2022-11-16 2024-01-31
c 1991. BANK AMER CORP COM   2021-12-15 2024-01-31
d 312. CROWN CASTLE INC   2019-06-19 2024-01-31
e 91.99 J P MORGAN CHASE & CO   2015-07-22 2024-01-31
437. MCCORMICK & CO INC COM NON VTG   2022-04-28 2024-01-31
48. MCDONALDS CORP   2022-04-28 2024-01-31
91. MICROSOFT CORP   2016-04-08 2024-01-31
69. NORTHROP GRUMMAN CORP W/1 RT/SH   2022-06-01 2024-01-31
33.01 NVIDIA CORP   2019-12-03 2024-01-31
298. PROCTER & GAMBLE CO   2019-12-03 2024-01-31
328. VALERO ENERGY   2017-11-16 2024-01-31
73.01 VISA INC   2014-02-18 2024-01-31
58. ADOBE SYS INC W/1 RT/SH   2024-01-31 2024-03-08
8. BOOKING HLDGS INC   2021-12-15 2024-03-08
106.67 NEXTERA ENERGY, INC   2023-10-11 2024-03-08
245.34 NEXTERA ENERGY, INC   2017-11-16 2024-03-08
261. PNC FINANCIAL CORP   2023-12-06 2024-03-08
164. PEPSICO INC   2020-05-15 2024-03-08
2116. REGIONS FINL CORP NEW   2021-08-02 2024-03-08
88. UNITEDHEALTH GROUP INC   2018-09-04 2024-03-08
.25 GE VERNOVA INC.   2024-01-31 2024-04-16
250000. US TREASURY N/B 2.5% 04/30/2024   2022-05-04 2024-04-30
202. APPLE COMPUTER   2020-03-17 2024-05-02
8. BOOKING HLDGS INC   2021-12-15 2024-05-02
100. GE VERNOVA INC.   2024-01-31 2024-05-02
39. ELI LILLY & CO   2020-03-17 2024-05-02
435. MCCORMICK & CO INC COM NON VTG   2022-04-28 2024-05-02
25.99 NVIDIA CORP   2019-12-03 2024-05-02
172. PEPSICO INC   2020-05-15 2024-05-02
311. PRUDENTIAL FINL INC   2021-12-15 2024-05-02
92. SYNOPSYS INC W/1 RT/SH   2023-06-12 2024-05-02
50. UNITEDHEALTH GROUP INC   2018-09-04 2024-05-02
192.99 VISA INC   2014-02-18 2024-05-02
300. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-02-26 2024-08-27
75. MCDONALDS CORP   2022-04-28 2024-08-27
311. PRUDENTIAL FINL INC   2021-12-15 2024-08-27
80. TESLA INC   2021-02-26 2024-08-27
48.99 UNITEDHEALTH GROUP INC   2018-09-04 2024-08-27
200000. US TREASURY 3.25% 08/31/2024   2022-09-08 2024-08-31
1500. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-02-26 2024-09-05
337. DISNEY (WALT) CO   2023-12-06 2024-09-05
695.01 NVIDIA CORP   2019-12-03 2024-09-05
316. TARGET CORP   2024-05-02 2024-09-05
100. TESLA INC   2021-02-26 2024-09-05
100000. ROSS STORES INC   2017-09-21 2024-09-15
100000. US TREASURY N/B 4.5% 11/30/2024   2022-12-23 2024-11-30
3422. AES CORP   2024-09-05 2024-12-12
42. ANALOG DEVICES   2017-09-15 2024-12-12
146. APPLE COMPUTER   2020-03-17 2024-12-12
265. APPLIED MATERIALS INC   2024-03-08 2024-12-12
37. ATMOS ENERGY CORP   2023-06-12 2024-12-12
122. BOSTON SCIENTIFIC CORP   2023-06-12 2024-12-12
1078. COMCAST CORP NEW   2024-01-31 2024-12-12
312. CONSTELLATION BRANDS INC CL A   2022-06-01 2024-12-12
48. EOG RESOURCES INC   2022-06-01 2024-12-12
8410.97 FIRST EAGLE FDS   2022-06-01 2024-12-12
24. INTUITIVE SURGICAL INC   2023-06-12 2024-12-12
202.01 J P MORGAN CHASE & CO   2015-07-22 2024-12-12
55. ELI LILLY & CO   2020-03-17 2024-12-12
13. LOCKHEED MARTIN (COMMON STOCK)   2022-06-01 2024-12-12
155. LOWES COMPANIES INC   2024-03-08 2024-12-12
8720.54 MFS SER TR XIII   2018-12-20 2024-12-12
175. MCDONALDS CORP   2022-04-28 2024-12-12
69. MICROSOFT CORP   2016-04-08 2024-12-12
334. MICRON TECHNOLOGY INC   2024-09-05 2024-12-12
505.99 NEXTERA ENERGY, INC   2017-11-16 2024-12-12
111. PARKER HANNIFIN CORP   2024-01-31 2024-12-12
13. SERVICENOW INC   2022-08-25 2024-12-12
49. VALERO ENERGY   2017-11-16 2024-12-12
2308.99 VICTORY PORTFOLIOS   2021-12-15 2024-12-12
110. WAL-MART STORES, INC.   2022-11-16 2024-12-12
5176.26 WASATCH FDS TR   2021-12-15 2024-12-12
32. ACCENTURE PLC-CL A   2015-09-30 2024-12-12
34. CHUBB LTD   2019-01-24 2024-12-12
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 27,502   33,065 -5,563
b 32,705   31,715 990
c 68,677   87,952 -19,275
d 34,142   42,119 -7,977
e 16,229   6,540 9,689
30,036   45,251 -15,215
14,181   12,282 1,899
36,704   8,001 28,703
30,951   32,004 -1,053
20,366   2,040 18,326
46,861   39,342 7,519
45,634   29,549 16,085
20,049   7,202 12,847
32,130   35,736 -3,606
27,912   17,100 10,812
6,045   5,550 495
13,905   9,832 4,073
39,400   36,506 2,894
26,651   24,519 2,132
41,738   40,860 878
42,027   24,630 17,397
34   28 6
250,000   249,634 366
34,890   12,507 22,383
27,630   17,100 10,530
15,464   11,027 4,437
29,552   5,246 24,306
32,781   45,044 -12,263
22,289   1,607 20,682
30,287   25,715 4,572
34,667   33,280 1,387
48,121   40,681 7,440
24,635   13,994 10,641
51,751   19,041 32,710
16,776   8,703 8,073
21,716   19,191 2,525
36,623   33,280 3,343
16,801   18,422 -1,621
28,709   13,715 14,994
200,000   199,542 458
79,618   43,515 36,103
29,787   30,964 -1,177
74,141   4,296 69,845
47,683   50,064 -2,381
22,790   23,028 -238
100,000   100,000  
100,000   100,000  
46,247   57,933 -11,686
9,074   3,628 5,446
35,905   9,040 26,865
44,634   56,300 -11,666
5,200   4,343 857
11,115   6,276 4,839
43,038   45,532 -2,494
74,700   75,539 -839
6,091   6,669 -578
213,723   207,414 6,309
13,090   7,561 5,529
48,879   14,359 34,520
43,622   7,399 36,223
6,404   5,693 711
40,964   37,739 3,225
145,894   165,950 -20,056
51,979   44,779 7,200
31,305   6,066 25,239
33,479   29,903 3,576
37,296   22,112 15,184
76,089   52,095 23,994
14,812   5,607 9,205
6,427   4,414 2,013
121,915   119,998 1,917
10,424   5,438 4,986
92,707   112,221 -19,514
11,401   3,805 7,596
9,415   4,494 4,921
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
      26,127
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       -5,563
b       990
c       -19,275
d       -7,977
e       9,689
      -15,215
      1,899
      28,703
      -1,053
      18,326
      7,519
      16,085
      12,847
      -3,606
      10,812
      495
      4,073
      2,894
      2,132
      878
      17,397
      6
      366
      22,383
      10,530
      4,437
      24,306
      -12,263
      20,682
      4,572
      1,387
      7,440
      10,641
      32,710
      8,073
      2,525
      3,343
      -1,621
      14,994
      458
      36,103
      -1,177
      69,845
      -2,381
      -238
       
       
      -11,686
      5,446
      26,865
      -11,666
      857
      4,839
      -2,494
      -839
      -578
      6,309
      5,529
      34,520
      36,223
      711
      3,225
      -20,056
      7,200
      25,239
      3,576
      15,184
      23,994
      9,205
      2,013
      1,917
      4,986
      -19,514
      7,596
      4,921
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 528,820
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 10,081
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 10,081
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 10,081
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,840
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 2,840
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 7,241
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
HUNTINGTON NATIONAL BANK TRUSTEE
1 		82,681    
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
8,408,603
b
Average of monthly cash balances.......................
1b
249,856
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,658,459
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
8,658,459
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
129,877
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,528,582
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
426,429
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
426,429
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,081
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,081
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
416,348
4
Recoveries of amounts treated as qualifying distributions................
4
8,800
5
Add lines 3 and 4............................
5
425,148
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
425,148
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
407,309
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
407,309
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 7 425,148
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 304,036
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$ 407,309
a Applied to 2023, but not more than line 2a 304,036
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..... 103,273
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 .......... 		321,875
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 NAT
106 S MAIN ST 5TH FLOOR TOW 23
AKRON,OH44308
(330) 384-7320
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
cAny submission deadlines:
NO DEADLINE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS OF SUMMIT COUNTY PER TERMS OF THE DOCUMENT
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

TRULY REACHING YOU INC

587 BAIRD ST
AKRON,OH44311 		NONE PC GENERAL OPERATING 3,000

OPEN M FOUNDATION

941 PRINCETON ST
AKRON,OH44311 		NONE PC GENERAL OPERATING 6,000

GASP GUARDIANS ADVOCATING CHILD SAFETY A

53 UNIVERSITY AVENUE 4TH FLOOR
AKRON,OH443081608 		NONE PC GENERAL OPERATING 2,000

STEWARTS CARING PLACE

3501 RIDGE PARK DR
FAIRLAWN,OH443338203 		NONE PC GENERAL OPERATING 4,000

FIRST GLANCE STUDENT CENTER

943 KENMORE BLVD
AKRON,OH443142149 		NONE PC GENERAL OPERATING 2,000

YOUTH ENRICHMENT PROGRAMS

2031 S 7TH ST
PHILADELPHIA,PA191480000 		NONE PC GENERAL OPERATING 5,000

HUMANE SOCIETY OF SUMMIT COUNTY

7996 DARROW ROAD
TWINSBURG,OH440876822 		NONE PC GENERAL OPERATING 5,000

CUYAHOGA VALLEY PRESERVATION AND SCENIC

PO BOX 158
PENINSULA,OH442640158 		NONE PC GENERAL OPERATING 3,500

HUMILITY OF MARY HOUSING PROGRAM

2251 FRONT ST STE 210
CUYAHOGA FLS,OH442212578 		NONE PC GENERAL OPERATING 1,000

COMMUNITY OUTREACH RESOURCES EXCHANGE

PO BOX 1192
CUYAHOGA FLS,OH442230192 		NONE PC GENERAL OPERATING 2,500

CROWN POINT ECOLOGY CENTER

PO BOX 484
BATH,OH442100484 		NONE PC GENERAL OPERATING 6,000

TRI COUNTY JOBS FOR OHIOS GRADUATES

1333 HOME AVE
AKRON,OH443102512 		NONE PC GENERAL OPERATING 2,000

GRIEFCARE PLACE INC

4499 DARROW RD
STOW,OH442241854 		NONE PC GENERAL OPERATING 4,000

LEADERSHIP AKRON

37 NORTH HIGH ST STE C
AKRON,OH44308 		NONE PC GENERAL OPERATING 5,000

OHIO FOUNDATION OF INDEPENDENT

250 E BROAD STREET
COLUMBUS,OH43215 		NONE PC GENERAL OPERATING 2,500

GOODWILL INDUSTRIES OF AKRON INC

570 E WATERLOO RD
AKRON,OH443191223 		NONE PC GENERAL OPERATING 5,000

CHILDRENS HOSPITAL MEDICAL CENTER OF AKR

1 PERKINS SQ
AKRON,OH443081063 		NONE PC GENERAL OPERATING 12,300

JEWISH FAMILY SERVICE OF AKRON OHIO

750 WHITE POND DR
AKRON,OH443201128 		NONE PC GENERAL OPERATING 4,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 EAST BLVD
CLEVELAND,OH441061703 		NONE PC GENERAL OPERATING 4,000

OHIOGUIDESTONE

202 E BAGLEY RD
BEREA,OH440172058 		NONE PC GENERAL OPERATING 4,000

CHILD GUIDANCE & FAMILY SOLUTIONS

18 N FORGE ST
AKRON,OH443041317 		NONE PC GENERAL OPERATING 6,500

GIRL SCOUTS OF NORTH EAST OHIO

1 GIRL SCOUT WAY
MACEDONIA,OH440562156 		NONE PC GENERAL OPERATING 3,500

COMMUNITY LEGAL AID SERVICES INC

50 S MAIN ST STE 800
AKRON,OH443081823 		NONE PC GENERAL OPERATING 5,000

SUMMIT COUNTY HISTORICAL SOCIETY OF AKRO

550 COPLEY RD
AKRON,OH443202324 		NONE PC GENERAL OPERATING 2,500

TUESDAY MUSICAL ASSOCIATION

1041 WEST MARKET ST SUITE 200
AKRON,OH443137103 		NONE PC GENERAL OPERATING 10,000

AKRON ART MUSEUM

1 S HIGH ST
AKRON,OH443081801 		NONE PC GENERAL OPERATING 1,500

CHILDRENS CONCERT SOCIETY OF AKRON OHIO

EJ THOMAS-UNIV OF AKRON
AKRON,OH443250501 		NONE PC GENERAL OPERATING 5,000

PORTAGE PATH COMMUNITY

340 S BROADWAY ST
AKRON,OH443081529 		NONE PC GENERAL OPERATING 5,000

BIG BROTHERS BIG SISTERS OF SUMMIT

50 SOUTH MAIN STREET SUITE LL 110
AKRON,OH443081860 		NONE PC GENERAL OPERATING 3,000

AKRON ROUNDTABLE

PO BOX 1051
CUYAHOGA FALLS,OH44223 		NONE PC GENERAL OPERATING 2,000

BATTERED WOMENS SHELTER

974 E MARKET ST
AKRON,OH443052445 		NONE PC GENERAL OPERATING 12,500

HOSPICE OF THE WESTERN RESERVE INC

17876 SAINT CLAIR AVE
CLEVELAND,OH441102602 		NONE PC GENERAL OPERATING 2,000

RONALD MCDONALD HOUSE NE OHIO

10415 EUCLID AVE
CLEVELAND,OH44106 		NONE PC GENERAL OPERATING 5,000

CUYAHOGA VALLEY YOUTH BALLET

PO BOX 3131
CUYAHOGA FLS,OH442230431 		NONE PC GENERAL OPERATING 1,600

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		NONE PC GENERAL OPERATING 10,000

UNITED DISABILITY SERVICES INC

701 S MAIN ST
AKRON,OH443111019 		NONE PC GENERAL OPERATING 5,000

ACCESS INC

230 W MARKET ST
AKRON,OH443032158 		NONE PC GENERAL OPERATING 3,500

PROJECT LEARN OF SUMMIT COUNTY

60 S HIGH ST
AKRON,OH443261000 		NONE PC GENERAL OPERATING 3,000

NATIONAL INVENTORS HALL OF FAME INC

3701 HIGHLAND PARK NW
NORTH CANTON,OH447204535 		NONE PC GENERAL OPERATING 2,500

GREATER AKRON MUSICAL ASOCIATION FOUNDAT

92 N MAIN ST
AKRON,OH443081932 		NONE PC GENERAL OPERATING 3,000

REGINA HEALTH CENTER

5232 BROADVIEW RD
RICHFIELD,OH442869481 		NONE PC GENERAL OPERATING 5,000

VICTORY GALLOP INC

1745 N HAMETOWN RD
AKRON,OH443331061 		NONE PC GENERAL OPERATING 8,000

PREGNANCY SOLUTIONS & SERVICES INC

3136 MANCHESTER RD
COVENTRY TWP,OH443191407 		NONE PC GENERAL OPERATING 3,000

CASA BOARD VOLUNTEER ASSOCIATION INC

650 DAN ST
AKRON,OH443103909 		NONE PC GENERAL OPERATING 5,000

FAMILY & COMMUNITY SERVICES INC

705 OAKWOOD ST STE 221
RAVENNA,OH442662196 		NONE PC GENERAL OPERATING 3,000

IDEASTREAM

1375 EUCLID AVE
CLEVELAND,OH441151826 		NONE PC GENERAL OPERATING 3,000

AKRON ZOOLOGICAL PARK

500 EDGEWOOD AVE
AKRON,OH443072114 		NONE PC GENERAL OPERATING 3,000

EMBRACING FUTURES INC

50 S MAIN ST STE 100
AKRON,OH443081847 		NONE PC GENERAL OPERATING 6,000

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 3,000

FIRST CONGREGATIONAL

ATTN TREASURER
JACKSON,MI49201 		NONE PC GENERAL OPERATING 5,000

VICTIM ASSISTANCE PROGRAM INC

137 S MAIN ST STE 300
AKRON,OH443081416 		NONE PC GENERAL OPERATING 3,500

AKRON MARATHON CHARITABLE CORPORATION

155 E VORIS ST
AKRON,OH443111513 		NONE PC GENERAL OPERATING 5,000

ART SPARKS

PO BOX 1061
CUYAHOGA FLS,OH442230061 		NONE PC GENERAL OPERATING 2,000

AKRON CHILDRENS MUSEUM

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

GIRLS ON THE RUN NORTHEAST OHIO

8929 BRECKSVILLE ROAD REAR UNIT
BRECKSVILLE,OH441412301 		NONE PC GENERAL OPERATING 3,500

AUTISM SOCIETY OF GREATER AKRON

580 GRANT ST
AKRON,OH443119910 		NONE PC GENERAL OPERATING 3,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		NONE PC GENERAL OPERATING 6,000

SUMMIT CHORAL SOCIETY

PO BOX 2111
FRISCO,CO804432111 		NONE PC GENERAL OPERATING 2,000

WELL COMMUNITY DEVELOPMENT CORPORATION

647 E MARKET ST
AKRON,OH443041620 		NONE PC GENERAL OPERATING 20,000

GRACE HOUSE AKRON INC

475 N HOWARD ST
AKRON,OH443103142 		NONE PC GENERAL OPERATING 5,000

ART RESOURCES TRANSFORMATIONS

526 S MAIN ST STE 503A
AKRON,OH443114402 		NONE PC GENERAL OPERATING 5,000

JUNIOR ACHIEVEMENT USA

12320 ORACLE BLVD
COLORADO SPGS,CO809213660 		NONE PC GENERAL OPERATING 6,500

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE PC GENERAL OPERATING 4,000

AKRON HISTORY CENTER

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

SERVICE CORPS OF RETIRED

175 S MAIN ST STE 204
AKRON,OH44308 		NONE PC GENERAL OPERATING 2,000

MUSICAL ARTS ASSOCIATION

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 10,000

COMMUNITY HALL FOUNDATION

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

GOOD NEIGHBORS INC

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 3,000

GREAT TRAIL COUNCIL

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 3,000

HAVEN OF REST MINISTRIES

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 6,000

PEGASUS FARM TAKE FLIGHT

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 3,200

SOUTH STREET MINISTRIES

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

STAN HYWET HALL GARDENS

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 7,500

TALLMADGE CITY SCHOOLS

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 10,000

APOLLO'S FIRE

3091 MAYFIELD ROAD SUITE 217
CLEVELAND HEIGHTS,OH44118 		NONE PC GENERAL OPERATING 2,000

AXESSPOINTE COMMUNITY HEALTH CENTER

ARLINGTON ST SUITE 38
AKRON,OH44306 		NONE PC GENERAL OPERATING 6,000

BROKEN CHAINS MINISTRY

PO BOX 502
AKRON,OH44309 		NONE PC GENERAL OPERATING 5,000

RAPE CRISIS CENTER

2937 W 25TH ST
CLEVELAND,OH44113 		NONE PC GENERAL OPERATING 7,500
Total .................................right arrow 3a 363,600
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 ....     14 240,310  
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 ............ 		    18 528,820  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 137  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   769,267  
13Total. Add line 12, columns (b), (d), and (e)..................
13
769,267
(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:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
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:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
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:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Name of Bond End of Year Book Value End of Year Fair Market Value
778296AA1 ROSS STORES INC    
912810FG8 UNITED STATES TREAS 100,905 103,469
24422EVB2 DEERE JOHN CAP CORP 101,369 96,358
808513BV6 SCHWAB CHARLES CORP 101,035 99,755
09247XAN1 BLACKROCK INC 98,912 97,383
084670BS6 BERKSHIRE HATHAWAY I 99,332 98,461
74460DAC3 PUBLIC STORAGE 98,373 96,075
17330FYW5 CITIGROUP GLOBAL MKT 100,000 98,994
59156RBQ0 METLIFE INC 100,252 99,160
12572QAJ4 CME GROUP INC 100,454 97,317
91282CEK3 US TREASURY N/B 2.5%    
91282CFG1 US TREASURY 3.25%    
032654AN5 ANALOG DEVICES INC 99,609 98,017
91282CFE6 US TREASURY N/B 3.12 199,252 198,594
91282CFX4 US TREASURY N/B 4.5%    
14913R3B1 CATERPILLAR FINL SVC 199,024 200,602
17252MAN0 CINTAS CORP NO 2 194,241 196,172
30303M8L9 META PLATFORMS INC 4 198,140 200,421
438506AS6 HONEYWELL INC 106,476 105,714
91282CFT3 US TREASURY N/B 4% 1 197,945 196,688
12503MAA6 CBOE GLOBAL MKTS INC 99,208 97,985
231021AV8 CUMMINS INC 4.9% 02/ 99,998 100,690
63253QAB0 NATIONAL AUSTRALIA B 100,805 100,563
94106LBT5 WASTE MANAGEMENT INC 98,362 99,054

TY 2024 InvestmentsCorpStockSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Name of Stock End of Year Book Value End of Year Fair Market Value
337738108 FISERV INC 53,245 75,800
22822V101 CROWN CASTLE INC    
46120E602 INTUITIVE SURGICAL I 60,486 100,216
254687106 DISNEY WALT CO    
55261F104 M & T BK CORP 88,208 112,806
552982720 MFS SER TR XIII 96,837 81,826
742718109 PROCTER & GAMBLE CO 72,726 79,466
G1151C101 ACCENTURE PLC-CL A 25,920 76,690
92826C839 VISA INC 19,238 61,628
02079K305 ALPHABET INC 55,858 150,494
46625H100 JPMORGAN CHASE & CO 26,016 87,734
91324P102 UNITEDHEALTH GROUP I    
40168W483 GUGGENHEIM FDS TR 220,048 214,812
032654105 ANALOG DEVICES INC 25,398 62,463
H1467J104 CHUBB LTD 31,721 66,312
22160K105 COSTCO WHOLESALE COR 28,821 95,292
532457108 LILLY ELI & CO 12,779 73,340
65339F101 NEXTERA ENERGY INC    
713448108 PEPSICO INC    
543916688 LORD ABBETT INVT TR 206,994 190,164
037833100 APPLE INC 38,513 155,761
67066G104 NVIDIA CORP 10,478 227,622
023135106 AMAZON COM INC 88,625 155,767
91913Y100 VALERO ENERGY CORP N 44,594 60,682
594918104 MICROSOFT CORP 46,684 223,817
744320102 PRUDENTIAL FINL INC    
7591EP100 REGIONS FINL CORP NE    
92646A831 VICTORY PORTFOLIOS 179,437 158,686
464287804 ISHARES TR 163,545 170,295
936793744 WASATCH FDS TR    
169656105 CHIPOTLE MEXICAN GRI    
88160R101 TESLA INC    
060505104 BANK AMER CORP    
09857L108 BOOKING HLDGS INC    
579780206 MCCORMICK & CO INC    
025537101 AMERICAN ELEC PWR CO 83,407 77,473
26875P101 EOG RES INC 46,125 40,697
931142103 WAL MART STORES INC 38,761 70,834
00206R102 AT&T INC    
036752103 ANTHEM INC    
666807102 NORTHROP GRUMMAN COR    
291011104 EMERSON ELEC CO 57,906 68,781
32008F200 FIRST EAGLE FDS 262,570 260,546
539830109 LOCKHEED MARTIN CORP 35,473 39,361
81762P102 SERVICENOW INC 34,935 85,870
580135101 MCDONALDS CORP    
21036P108 CONSTELLATION BRANDS    
30231G102 EXXON MOBIL CORP 66,490 64,972
03027X100 AMERICAN TOWER CORP 45,319 39,250
049560105 ATMOS ENERGY CORP 38,969 46,238
084670702 BERKSHIRE HATHAWAY C 59,849 77,964
101137107 BOSTON SCIENTIFIC CO 64,454 111,918
693475105 PNC FINL SVCS GROUP    
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 32,697 44,458
98978V103 ZOETIS INC 49,730 44,480
G54950103 LINDE PLC 46,054 48,147
007903107 ADVANCED MICRO DEVIC 76,102 60,395
11135F101 BROADCOM INC 87,226 155,333
22788C105 CROWDSTRIKE HOLDINGS 24,956 33,532
253868103 DIGITAL RLTY TR INC 45,201 42,559
285512109 ELECTRONIC ARTS INC 90,698 89,975
30303M102 FACEBOOK INC CL-A 117,880 151,647
369604301 GENERAL ELEC CO 56,439 81,394
458140100 INTEL CORP 40,715 39,900
464287507 ISHARES TR 183,523 172,661
64110L106 NETFLIX INC 73,442 98,045
67103H107 O'REILLY AUTOMOTIVE 75,466 71,148
68389X105 ORACLE CORP 73,933 69,989
697435105 PALO ALTO NETWORKS I 80,782 90,980
747525103 QUALCOMM INC 43,515 38,405
75513E101 RTX CORP 72,924 79,268
773903109 ROCKWELL AUTOMATION 44,457 49,156
78463X749 SPDR INDEX SHS FDS 79,398 75,444
79466L302 SALESFORCE.COM INC 66,268 72,215
824348106 SHERWIN WILLIAMS CO 47,980 44,191
863667101 STRYKER CORP 76,725 81,011
872590104 T-MOBILE US INC 55,994 64,012
883556102 THERMO FISHER SCIENT 38,645 34,335
902973304 US BANCORP DEL 54,494 56,726
921943858 VANGUARD TAX-MANAGED 221,139 209,308
922042858 VANGUARD INTL EQUITY 335,708 330,124
92343V104 VERIZON COMMUNICATIO 58,536 56,746

TY 2024 OtherDecreasesSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Description Amount
CY PURCHASE OF ACCRUED INTEREST 3,022


TY 2024 OtherExpensesSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 918 0   918
STATE FILING/TAX PAYMENT 200 0   200


TY 2024 OtherIncomeSchedule2
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 137 0  


TY 2024 OtherIncreasesSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Description Amount
MUTUAL FUND TIMING ADJ 1,247
PY PURCHASE OF ACCRUED INTEREST 2,649
GRANT RECOVERY 8,800


TY 2024 TaxesSchedule
Name:
CHARLES E AND MABEL M RITCHIE MEMORIAL
EIN:
34-6500802
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,007 1,007   0
FOREIGN TAXES ON NONQUALIFIED 1,528 1,528   0