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
LOGAN MEMORIAL CHARITABLE FDN
 
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

61-6241826
B Telephone number (see instructions)

(513) 366-3081
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$939,758J 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... 24,754 24,718  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,762
b Gross sales price for all assets on line 6a 743,261
7 Capital gain net income (from Part IV, line 2)... 50,762
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
71    
12 Total. Add lines 1 through 11........ 75,587 75,480  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,957 7,774   5,183
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
182 182   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,389 7,956 0 6,433
25 Contributions, gifts, grants paid....... 44,232 44,232
26 Total expenses and disbursements. Add lines 24 and 25 58,621 7,956 0 50,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,966
b Net investment income (if negative, enter -0-) 67,524
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......... 9,659 5,739 5,739
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)....... 410,954 Click to see attachment
List of Attached Documents:
// Content
431,220 		608,025
c Investments—corporate bonds (attach schedule)....... 325,097 Click to see attachment
List of Attached Documents:
// Content
326,260 		325,994
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) 745,710 763,219 939,758
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........ 745,710 763,219
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)..... 745,710 763,219
30 Total liabilities and net assets/fund balances (see instructions). 745,710 763,219
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
745,710
2
Enter amount from Part I, line 27a .....................
2
16,966
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,437
4
Add lines 1, 2, and 3 ..........................
4
764,113
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
894
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
763,219
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 28000. UNITED STATES TREAS NTS     2024-01-18
b 10000. US TREASURY N/B 3.5% 09/15/2025   2022-09-14 2024-02-13
c 40000. US TREASURY N/B 5% 08/31/2025   2023-11-22 2024-02-13
d 2. ADOBE SYS INC W/1 RT/SH   2023-05-31 2024-03-01
e 18. ADOBE SYS INC W/1 RT/SH   2023-02-07 2024-03-01
2. BOOKING HLDGS INC   2021-08-13 2024-03-01
41. NEXTERA ENERGY, INC     2024-03-01
61. NEXTERA ENERGY, INC   2015-06-23 2024-03-01
29. PNC FINANCIAL CORP   2023-11-17 2024-03-01
34. PEPSICO INC     2024-03-01
19. UNITEDHEALTH GROUP INC   2018-08-21 2024-03-01
1. WAL-MART STORES, INC.   2023-12-21 2024-03-01
2. ADVANCED MICRO DEVICES INC W/1     2024-03-11
1. ALPHABET INC   2024-03-01 2024-03-11
2. ALPHABET INC   2023-02-07 2024-03-11
1. AMAZON.COM INC   2024-03-01 2024-03-11
1. AMAZON.COM INC   2018-02-07 2024-03-11
3. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2024-03-11
1. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2024-03-11
1. ANALOG DEVICES   2017-03-24 2024-03-11
1. APPLE COMPUTER   2023-12-21 2024-03-11
2. APPLE COMPUTER   2020-03-03 2024-03-11
2. APPLIED MATERIALS INC   2024-03-01 2024-03-11
1. ATMOS ENERGY CORP   2023-05-31 2024-03-11
5. BOSTON SCIENTIFIC CORP     2024-03-11
1. BROADCOM INC   2024-03-01 2024-03-11
4. COMCAST CORP NEW     2024-03-11
1. CONSTELLATION BRANDS INC CL A   2022-05-19 2024-03-11
1. DISNEY (WALT) CO   2023-11-17 2024-03-11
1. EOG RESOURCES INC   2022-05-19 2024-03-11
2. EMERSON ELECTRIC CO   2022-11-10 2024-03-11
2. EXXON MOBIL CORP COM   2023-09-28 2024-03-11
1. FACEBOOK INC CL-A   2024-03-01 2024-03-11
80.78 FIRST EAGLE FDS     2024-03-11
1. FISERV INC   2017-03-24 2024-03-11
2. GENERAL ELEC CO   2023-05-02 2024-03-11
1. INTUITIVE SURGICAL INC   2023-05-31 2024-03-11
5. ISHARES S & P SMALLCAP 600     2024-03-11
2. J P MORGAN CHASE & CO   2015-06-23 2024-03-11
1. ELI LILLY & CO   2023-04-11 2024-03-11
1. LOWES COMPANIES INC   2024-03-01 2024-03-11
1. M & T BANK CORP   2017-03-24 2024-03-11
24.61488 MFS SER TR XIII     2024-03-11
7.02512 MFS SER TR XIII     2024-03-11
1. MCDONALDS CORP   2021-12-20 2024-03-11
2. MICROSOFT CORP   1996-11-09 2024-03-11
1. NVIDIA CORP   2019-12-17 2024-03-11
1. PALO ALTO NETWORKS INC   2024-03-01 2024-03-11
1. PROCTER & GAMBLE CO   2019-11-19 2024-03-11
1. ROCKWELL INTL CORP NEW   2023-02-07 2024-03-11
1. SERVICENOW INC   2023-12-21 2024-03-11
1. STRYKER CORP   2024-03-01 2024-03-11
1. SYNOPSYS INC W/1 RT/SH   2023-12-21 2024-03-11
2. TJX COMPANIES INC W/1 RT/SH     2024-03-11
1. T-MOBILE US INC   2023-02-07 2024-03-11
1. TARGET CORP   2024-03-01 2024-03-11
1. TESLA INC   2021-02-24 2024-03-11
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2024-03-11
3. US BANCORP DEL NEW   2023-12-21 2024-03-11
1. VALERO ENERGY   2017-06-21 2024-03-11
17.19101 VICTORY PORTFOLIOS     2024-03-11
4.65899 VICTORY PORTFOLIOS     2024-03-11
1. VISA INC   2017-01-04 2024-03-11
2. WAL-MART STORES, INC.   2023-12-21 2024-03-11
1. WAL-MART STORES, INC.   2022-11-10 2024-03-11
24.51206 WASATCH FDS TR     2024-03-11
7.00794 WASATCH FDS TR     2024-03-11
1. ZOETIS INC   2023-11-17 2024-03-11
1. ACCENTURE PLC-CL A   2017-01-27 2024-03-11
1. CHUBB LTD   2024-03-01 2024-03-11
15000. US TREASURY N/B 4.25% 10/15/2025   2022-10-21 2024-03-15
25000. US TREASURY N/B 5% 08/31/2025     2024-03-15
10000. US TREASURY N/B 3.875% 01/15/2026   2023-02-07 2024-04-10
14000. US TREASURY N/B 5% 08/31/2025   2023-10-18 2024-04-10
.75 GE VERNOVA INC.   2023-05-02 2024-04-16
24. APPLE COMPUTER   2020-03-03 2024-04-25
1. EMERSON ELECTRIC CO   2022-11-10 2024-04-25
13. GE VERNOVA INC.   2023-05-02 2024-04-25
5. ELI LILLY & CO     2024-04-25
9. SYNOPSYS INC W/1 RT/SH   2023-05-31 2024-04-25
23. VISA INC   2017-01-04 2024-04-25
1. WAL-MART STORES, INC.   2022-11-10 2024-04-25
86. COMCAST CORP NEW   2024-04-25 2024-06-18
89. COMCAST CORP NEW   2023-05-02 2024-06-18
42. DISNEY (WALT) CO     2024-06-18
1. J P MORGAN CHASE & CO   2024-04-25 2024-06-18
30. J P MORGAN CHASE & CO   2015-06-23 2024-06-18
27. LOWES COMPANIES INC   2024-03-01 2024-06-18
29. MCDONALDS CORP     2024-06-18
15. PARKER HANNIFIN CORP   2023-02-07 2024-06-18
22. SALESFORCE.COM INC   2023-02-07 2024-06-18
26000. US TREASURY N/B 4% 02/15/2026   2023-04-07 2024-06-27
35000. US TREASURY N/B 5% 10/31/2025   2023-12-13 2024-06-27
40000. US TREASURY N/B 4.25% 01/31/2026   2024-02-13 2024-06-27
18. AES CORP   2024-06-18 2024-07-19
1. ADVANCED MICRO DEVICES INC W/1   2023-07-17 2024-07-19
4. ALPHABET INC   2023-02-07 2024-07-19
4. AMAZON.COM INC   2024-06-18 2024-07-19
5. AMERICAN ELECTRIC POWER CO INC     2024-07-19
2. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2024-07-19
1. ANALOG DEVICES   2017-03-24 2024-07-19
4. APPLE COMPUTER   2020-03-03 2024-07-19
2. APPLIED MATERIALS INC   2024-03-01 2024-07-19
2. ATMOS ENERGY CORP   2023-05-31 2024-07-19
1. BERKSHIRE HATHAWAY CL-B   2023-09-28 2024-07-19
1. BOSTON SCIENTIFIC CORP   2024-04-25 2024-07-19
6. BOSTON SCIENTIFIC CORP   2023-05-02 2024-07-19
25. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-02-24 2024-07-19
1. CONSTELLATION BRANDS INC CL A   2022-05-19 2024-07-19
1. COSTCO WHOLESALE CORP   2017-08-24 2024-07-19
1. CROWDSTRIKE HOLDINGS INC - A   2024-06-18 2024-07-19
1. EOG RESOURCES INC   2022-05-19 2024-07-19
3. EMERSON ELECTRIC CO   2022-11-10 2024-07-19
3. EXXON MOBIL CORP COM   2023-09-28 2024-07-19
1. FACEBOOK INC CL-A   2024-04-25 2024-07-19
16.71 FIRST EAGLE FDS     2024-07-19
301.86 FIRST EAGLE FDS     2024-07-19
1. GENERAL ELEC CO   2024-04-25 2024-07-19
1. GENERAL ELEC CO   2023-05-02 2024-07-19
1. INTUITIVE SURGICAL INC   2023-05-31 2024-07-19
1. ISHARES S & P SMALLCAP 600   2024-04-25 2024-07-19
150. ISHARES S & P SMALLCAP 600     2024-07-19
1. ELI LILLY & CO   2020-03-17 2024-07-19
3. M & T BANK CORP   2017-03-24 2024-07-19
2. MICROSOFT CORP   1996-11-09 2024-07-19
1. MICRON TECHNOLOGY INC   2024-06-18 2024-07-19
1. NETFLIX INC   2023-02-07 2024-07-19
9. NVIDIA CORP   2019-12-17 2024-07-19
1. ORACLE CORP   2024-06-18 2024-07-19
2. PALO ALTO NETWORKS INC   2024-03-01 2024-07-19
2. PROCTER & GAMBLE CO   2024-04-25 2024-07-19
4. RTX CORP   2024-04-25 2024-07-19
1. ROCKWELL INTL CORP NEW   2023-02-07 2024-07-19
6. SHERWIN WILLIAMS CO   2024-06-18 2024-07-19
2. STRYKER CORP   2024-03-01 2024-07-19
2. TJX COMPANIES INC W/1 RT/SH   2024-04-25 2024-07-19
1. T-MOBILE US INC   2023-02-07 2024-07-19
1. TARGET CORP   2024-03-01 2024-07-19
1. TESLA INC   2021-02-24 2024-07-19
2. US BANCORP DEL NEW   2023-12-21 2024-07-19
2. VALERO ENERGY   2017-06-21 2024-07-19
1. VISA INC   2017-01-04 2024-07-19
4. WAL-MART STORES, INC.   2022-11-10 2024-07-19
7.43 WASATCH FDS TR     2024-07-19
921.99 WASATCH FDS TR     2024-07-19
2. ZOETIS INC   2023-11-17 2024-07-19
1. ACCENTURE PLC-CL A   2017-01-27 2024-07-19
1. LINDE PLC   2023-11-17 2024-07-19
1. CHUBB LTD   2017-06-21 2024-07-19
10000. US TREASURY N/B 3.75% 04/15/2026   2023-05-12 2024-07-31
15000. US TREASURY N/B 4.5% 03/31/2026   2024-04-10 2024-07-31
175. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-02-24 2024-08-09
27.03 CULLEN EMERGING MARKETS HIGH DIVIDEND F   2024-07-19 2024-08-09
41. NVIDIA CORP   2019-12-17 2024-08-09
35. TARGET CORP   2024-03-01 2024-08-09
32. TESLA INC     2024-08-09
.3 VICTORY PORTFOLIOS   2021-10-11 2024-08-09
6. AES CORP   2024-06-18 2024-08-26
1. ADVANCED MICRO DEVICES INC W/1   2023-07-17 2024-08-26
1. ALPHABET INC   2023-02-07 2024-08-26
2. AMAZON.COM INC   2024-06-18 2024-08-26
1. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2024-08-26
1. ANALOG DEVICES   2017-03-24 2024-08-26
1. APPLE COMPUTER   2020-03-03 2024-08-26
1. APPLIED MATERIALS INC   2024-03-01 2024-08-26
1. ATMOS ENERGY CORP   2023-05-31 2024-08-26
2. BOSTON SCIENTIFIC CORP   2023-05-02 2024-08-26
1. BROADCOM INC   2024-07-19 2024-08-26
47.02 CULLEN EMERGING MARKETS HIGH DIVIDEND F   2024-07-19 2024-08-26
14.04 DRIEHAUS SMALL CAP GROWTH FUND; INSTUTI   2024-07-19 2024-08-26
1. EOG RESOURCES INC   2022-05-19 2024-08-26
1. ELECTRONIC ARTS INC   2024-08-09 2024-08-26
1. EMERSON ELECTRIC CO   2024-08-09 2024-08-26
1. EMERSON ELECTRIC CO   2022-11-10 2024-08-26
1. EXXON MOBIL CORP COM   2023-09-28 2024-08-26
1. FACEBOOK INC CL-A   2024-04-25 2024-08-26
4.18 FIRST EAGLE FDS   2024-08-09 2024-08-26
30.67 FIRST EAGLE FDS   2022-05-20 2024-08-26
1. GENERAL ELEC CO   2023-05-02 2024-08-26
1. INTUITIVE SURGICAL INC   2024-08-09 2024-08-26
1. J P MORGAN CHASE & CO   2024-07-19 2024-08-26
1. M & T BANK CORP   2017-03-24 2024-08-26
4.86 MFS SER TR XIII     2024-08-26
13.17964 MFS SER TR XIII     2024-08-26
.13036 MFS SER TR XIII   2021-03-19 2024-08-26
1. MICROSOFT CORP   1996-11-09 2024-08-26
1. MICRON TECHNOLOGY INC   2024-06-18 2024-08-26
3. NVIDIA CORP   2019-12-17 2024-08-26
1. ORACLE CORP   2024-06-18 2024-08-26
1. PALO ALTO NETWORKS INC   2024-03-01 2024-08-26
1. QUALCOMM INC   2024-08-09 2024-08-26
2. RTX CORP     2024-08-26
1. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2024-08-26
1. T-MOBILE US INC   2023-02-07 2024-08-26
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2024-08-26
2. US BANCORP DEL NEW   2023-12-21 2024-08-26
1. VALERO ENERGY   2017-06-21 2024-08-26
2. VERIZON COMMUNICATIONS   2024-08-09 2024-08-26
12.45 VICTORY PORTFOLIOS     2024-08-26
1. WAL-MART STORES, INC.   2022-11-10 2024-08-26
1. CHUBB LTD   2017-06-21 2024-08-26
50000. US TREASURY N/B 4.625% 02/28/2026     2024-08-29
30000. US TREASURY N/B 4.625% 02/28/2026   2024-06-27 2024-09-27
37000. US TREASURY N/B 4.625% 03/15/2026   2024-06-27 2024-10-15
23000. US TREASURY N/B 4.625% 03/15/2026   2023-05-24 2024-10-15
13000. US TREASURY N/B 4.625% 03/15/2026   2024-06-27 2024-11-18
11000. US TREASURY N/B 4.125% 06/15/2026   2023-06-21 2024-11-18
10000. US TREASURY N/B 4.625% 06/30/2026   2024-08-29 2024-11-18
357. AES CORP   2024-06-18 2024-11-22
1. ADVANCED MICRO DEVICES INC W/1   2023-07-17 2024-11-22
1. ALPHABET INC   2023-02-07 2024-11-22
1. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2024-11-22
54. APPLIED MATERIALS INC     2024-11-22
1. BOSTON SCIENTIFIC CORP   2023-05-02 2024-11-22
29. CONSTELLATION BRANDS INC CL A     2024-11-22
17.02 CULLEN EMERGING MARKETS HIGH DIVIDEND F   2024-07-19 2024-11-22
4.93 DRIEHAUS SMALL CAP GROWTH FUND; INSTUTI   2024-07-19 2024-11-22
1. ELECTRONIC ARTS INC   2024-08-09 2024-11-22
1. EXXON MOBIL CORP COM   2023-09-28 2024-11-22
12.51 FIRST EAGLE FDS   2022-05-20 2024-11-22
1. GENERAL ELEC CO   2023-05-02 2024-11-22
1. LOCKHEED MARTIN (COMMON STOCK)   2022-05-19 2024-11-22
146.83 MFS SER TR XIII     2024-11-22
892.68 MFS SER TR XIII     2024-11-22
34. MICRON TECHNOLOGY INC   2024-06-18 2024-11-22
2. NVIDIA CORP   2019-12-17 2024-11-22
1. PROCTER & GAMBLE CO   2024-08-09 2024-11-22
1. SERVICENOW INC   2022-06-29 2024-11-22
1. VERIZON COMMUNICATIONS   2024-08-09 2024-11-22
4.44 VICTORY PORTFOLIOS   2021-10-11 2024-11-22
1. WAL-MART STORES, INC.   2022-11-10 2024-11-22
1. LINDE PLC   2023-11-17 2024-11-22
25000. US TREASURY N/B 4.625% 06/30/2026   2024-08-29 2024-12-26
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 27,257   27,793 -536
b 9,814   9,929 -115
c 40,144   39,994 150
d 1,126   833 293
e 10,138   6,762 3,376
6,929   4,376 2,553
2,248   2,456 -208
3,345   1,518 1,827
4,270   3,773 497
5,554   4,392 1,162
9,109   4,978 4,131
59   51 8
398   253 145
138   138  
277   207 70
172   176 -4
172   72 100
250   295 -45
83   98 -15
197   82 115
172   197 -25
345   149 196
402   415 -13
116   116  
331   279 52
1,288   1,350 -62
174   166 8
262   235 27
113   95 18
120   123 -3
218   185 33
216   240 -24
487   496 -9
2,062   2,013 49
150   58 92
331   203 128
380   303 77
536   581 -45
375   139 236
734   366 368
240   243 -3
143   154 -11
412   450 -38
118   133 -15
295   261 34
809   18 791
866   57 809
285   304 -19
161   122 39
284   288 -4
757   702 55
356   351 5
565   560 5
193   188 5
165   142 23
168   153 15
179   244 -65
596   573 23
131   130 1
150   64 86
844   868 -24
228   237 -9
280   80 200
121   103 18
60   47 13
402   556 -154
115   161 -46
183   176 7
372   116 256
254   252 2
14,863   14,909 -46
25,033   24,993 40
9,813   9,954 -141
13,980   13,950 30
101   63 38
4,067   1,787 2,280
109   92 17
1,821   1,093 728
3,629   909 2,720
4,713   4,122 591
6,242   1,843 4,399
60   47 13
3,194   3,250 -56
3,306   3,659 -353
4,250   4,028 222
197   193 4
5,903   2,086 3,817
6,145   6,565 -420
7,269   7,506 -237
7,619   5,184 2,435
5,068   3,694 1,374
25,656   26,094 -438
35,012   35,129 -117
39,625   39,745 -120
308   342 -34
154   114 40
716   414 302
733   735 -2
465   493 -28
421   400 21
237   82 155
904   298 606
432   415 17
246   232 14
440   358 82
77   73 4
460   319 141
1,332   723 609
247   235 12
842   153 689
305   391 -86
131   123 8
349   277 72
356   360 -4
482   427 55
446   428 18
8,054   7,345 709
159   158 1
159   80 79
451   303 148
114   104 10
17,138   16,806 332
872   136 736
501   462 39
877   18 859
117   157 -40
644   357 287
1,080   51 1,029
139   144 -5
664   607 57
337   326 11
414   405 9
273   288 -15
1,932   1,800 132
669   702 -33
226   192 34
183   142 41
150   153 -3
245   244 1
89   86 3
297   128 169
268   80 188
283   190 93
125   119 6
15,526   18,189 -2,663
358   352 6
333   116 217
443   409 34
262   147 115
9,883   10,015 -132
15,003   14,881 122
9,746   5,061 4,685
337   354 -17
4,274   233 4,041
4,701   5,361 -660
6,281   7,020 -739
15   15  
108   114 -6
151   114 37
166   103 63
352   367 -15
99   98 1
226   82 144
226   74 152
198   208 -10
130   116 14
159   106 53
160   163 -3
608   615 -7
320   311 9
130   123 7
149   147 2
105   103 2
105   92 13
118   120 -2
522   427 95
117   111 6
858   738 120
171   80 91
481   462 19
219   212 7
167   154 13
87   83 4
236   240 -4
2   2  
414   9 405
100   157 -57
382   17 365
139   144 -5
353   304 49
170   163 7
238   217 21
120   89 31
200   142 58
603   573 30
91   86 5
144   64 80
83   81 2
643   629 14
76   47 29
276   147 129
50,377   49,885 492
30,362   29,913 449
37,278   36,898 380
23,173   23,176 -3
13,045   12,964 81
10,964   10,949 15
10,043   10,100 -57
4,708   6,774 -2,066
139   114 25
165   103 62
98   98  
9,401   11,175 -1,774
91   53 38
6,940   6,821 119
216   223 -7
128   109 19
167   147 20
122   120 2
343   301 42
179   80 99
543   425 118
2,572   2,498 74
15,640   14,122 1,518
3,490   5,345 -1,855
293   11 282
174   171 3
1,050   479 571
43   41 2
239   224 15
89   47 42
454   409 45
25,113   25,236 -123
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
      4,160
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       -536
b       -115
c       150
d       293
e       3,376
      2,553
      -208
      1,827
      497
      1,162
      4,131
      8
      145
       
      70
      -4
      100
      -45
      -15
      115
      -25
      196
      -13
       
      52
      -62
      8
      27
      18
      -3
      33
      -24
      -9
      49
      92
      128
      77
      -45
      236
      368
      -3
      -11
      -38
      -15
      34
      791
      809
      -19
      39
      -4
      55
      5
      5
      5
      23
      15
      -65
      23
      1
      86
      -24
      -9
      200
      18
      13
      -154
      -46
      7
      256
      2
      -46
      40
      -141
      30
      38
      2,280
      17
      728
      2,720
      591
      4,399
      13
      -56
      -353
      222
      4
      3,817
      -420
      -237
      2,435
      1,374
      -438
      -117
      -120
      -34
      40
      302
      -2
      -28
      21
      155
      606
      17
      14
      82
      4
      141
      609
      12
      689
      -86
      8
      72
      -4
      55
      18
      709
      1
      79
      148
      10
      332
      736
      39
      859
      -40
      287
      1,029
      -5
      57
      11
      9
      -15
      132
      -33
      34
      41
      -3
      1
      3
      169
      188
      93
      6
      -2,663
      6
      217
      34
      115
      -132
      122
      4,685
      -17
      4,041
      -660
      -739
       
      -6
      37
      63
      -15
      1
      144
      152
      -10
      14
      53
      -3
      -7
      9
      7
      2
      2
      13
      -2
      95
      6
      120
      91
      19
      7
      13
      4
      -4
       
      405
      -57
      365
      -5
      49
      7
      21
      31
      58
      30
      5
      80
      2
      14
      29
      129
      492
      449
      380
      -3
      81
      15
      -57
      -2,066
      25
      62
       
      -1,774
      38
      119
      -7
      19
      20
      2
      42
      99
      118
      74
      1,518
      -1,855
      282
      3
      571
      2
      15
      42
      45
      -123
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 50,762
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) 1 939
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........................... 3 939
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- ..... 5 939
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 168
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.............. 7 168
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 9 771
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 arrowKY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (513) 366-3081

Located atright arrow3805 EDWARDS ROADCINCINNATIOH ZIP+4right arrow45208
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 		12,957    
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
923,325
b
Average of monthly cash balances.......................
1b
6,969
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
930,294
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
930,294
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,954
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
916,340
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
45,817
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
45,817
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
939
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
939
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
44,878
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
44,878
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
44,878
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
50,665
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
50,665
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 44,878
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 3,322
b From 2020...... 8,086
c From 2021...... 7,477
d From 2022...... 14,985
e From 2023...... 6,065
f Total of lines 3a through e ........ 39,935
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 50,665
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 44,878
e Remaining amount distributed out of corpus 5,787
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 45,722
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		3,322
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		42,400
10 Analysis of line 9:
a Excess from 2020.... 8,086
b Excess from 2021.... 7,477
c Excess from 2022.... 14,985
d Excess from 2023.... 6,065
e Excess from 2024.... 5,787
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

SALEM PRESBYTERIAN CHURCH

6196 VAN METER ROAD
WINCHESTER,KY40391 		NONE PC GENERAL OPERATING 44,232
Total .................................right arrow 3a 44,232
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 24,754  
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 50,762  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 71  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   75,587  
13Total. Add line 12, columns (b), (d), and (e)..................
13
75,587
(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.
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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:
LOGAN MEMORIAL CHARITABLE FDN
EIN:
61-6241826
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
LOGAN MEMORIAL CHARITABLE FDN
EIN:
61-6241826
Name of Bond End of Year Book Value End of Year Fair Market Value
9128284Z0 UNITED STATES TREAS    
91282CFP1 US TREASURY N/B 4.25    
91282CFK2 US TREASURY N/B 3.5%    
3133EPUW3 FFCB 4.75% 09/01/202 19,962 20,138
91282CGE5 US TREASURY N/B 3.87    
91282CGL9 US TREASURY N/B 4% 0    
91282CGR6 US TREASURY N/B 4.62    
91282CGV7 US TREASURY N/B 3.75    
91282CHH7 US TREASURY N/B 4.12    
91282CHM6 US TREASURY N/B 4.5% 10,001 10,036
91282CHV6 US TREASURY N/B 5% 0    
91282CJC6 US TREASURY N/B 4.62 12,904 13,081
91282CJE2 US TREASURY N/B 5% 1    
91282CJK8 US TREASURY N/B 4.62 35,142 35,230
91282CHY0 US TREASURY N/B 4.62 28,233 28,166
91282CKA8 US TREASURY N/B 4.12 9,925 9,973
91282CKE0 US TREASURY N/B 4.25 9,932 10,000
91282CKJ9 US TREASURY N/B 4.5% 9,931 10,052
91282CKR1 US TREASURY N/B 4.5% 25,179 25,129
91282CKZ3 US TREASURY N/B 4.37 15,243 15,042
91282CLB5 US TREASURY N/B 4.37 40,256 40,075
91282CLG4 US TREASURY N/B 3.75 19,927 19,750
91282CLH2 US TREASURY N/B 3.75 20,045 19,847
91282CLL3 US TREASURY N/B 3.37 9,958 9,773
91282CLS8 US TREASURY N/B 4.12 14,948 14,970
91282CLX7 US TREASURY N/B 4.12 19,915 19,919
91282CMB4 US TREASURY N/B 4% 1 24,759 24,813

TY 2024 InvestmentsCorpStockSchedule
Name:
LOGAN MEMORIAL CHARITABLE FDN
EIN:
61-6241826
Name of Stock End of Year Book Value End of Year Fair Market Value
742718109 PROCTER & GAMBLE CO 6,999 8,215
91913Y100 VALERO ENERGY CORP N 3,326 6,375
65339F101 NEXTERA ENERGY INC    
552982720 MFS SER TR XIII    
023135106 AMAZON COM INC 8,476 16,674
G1151C101 ACCENTURE PLC-CL A 2,659 8,091
532457108 LILLY ELI & CO 2,172 12,352
037833100 APPLE INC 4,709 16,277
337738108 FISERV INC 4,192 8,011
254687106 DISNEY WALT CO    
02079K305 ALPHABET INC 4,790 15,901
46625H100 JPMORGAN CHASE & CO 5,634 9,109
92826C839 VISA INC 1,682 6,637
594918104 MICROSOFT CORP 501 23,604
H1467J104 CHUBB LTD 3,663 6,908
032654105 ANALOG DEVICES INC 2,497 6,586
46120E602 INTUITIVE SURGICAL I 6,048 10,439
773903109 ROCKWELL AUTOMATION 5,474 5,430
91324P102 UNITEDHEALTH GROUP I    
67066G104 NVIDIA CORP 995 23,501
713448108 PEPSICO INC    
007903107 ADVANCED MICRO DEVIC 5,948 6,281
55261F104 M & T BK CORP 10,505 12,033
22160K105 COSTCO WHOLESALE COR 3,764 10,079
09857L108 BOOKING HLDGS INC    
936793744 WASATCH FDS TR    
169656105 CHIPOTLE MEXICAN GRI    
88160R101 TESLA INC    
92646A831 VICTORY PORTFOLIOS 35,499 32,501
580135101 MCDONALDS CORP    
464287804 ISHARES TR    
21036P108 CONSTELLATION BRANDS    
539830109 LOCKHEED MARTIN CORP 3,402 3,888
81762P102 SERVICENOW INC 3,833 8,481
931142103 WAL MART STORES INC 3,885 7,409
26875P101 EOG RES INC 4,312 4,290
32008F200 FIRST EAGLE FDS 47,283 48,444
291011104 EMERSON ELEC CO 5,020 7,188
025537101 AMERICAN ELEC PWR CO 8,693 8,301
30231G102 EXXON MOBIL CORP 7,526 7,100
00724F101 ADOBE SYS INC    
03027X100 AMERICAN TOWER CORP 4,794 4,402
049560105 ATMOS ENERGY CORP 4,052 4,874
084670702 BERKSHIRE HATHAWAY C 6,808 8,612
101137107 BOSTON SCIENTIFIC CO 6,793 11,701
11135F101 BROADCOM INC 8,260 16,461
20030N101 COMCAST CORP NEW    
30303M102 FACEBOOK INC CL-A 7,188 16,394
369604301 GENERAL ELEC CO 4,184 8,673
64110L106 NETFLIX INC 4,283 10,696
693475105 PNC FINL SVCS GROUP    
697435105 PALO ALTO NETWORKS I 7,836 9,462
701094104 PARKER-HANNIFIN CORP    
79466L302 SALESFORCE.COM INC 7,778 7,690
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 3,743 5,074
872590104 T-MOBILE US INC 4,389 6,843
902973304 US BANCORP DEL 5,880 5,931
98978V103 ZOETIS INC 5,278 4,888
G54950103 LINDE PLC 4,908 5,024
191912401 COHEN & STEERS REAL 18,005 16,610
22788C105 CROWDSTRIKE HOLDINGS 3,910 3,422
230001752 CULLEN EMERGING MARK 35,035 33,723
253868103 DIGITAL RLTY TR INC 4,743 4,433
262028731 DRIEHAUS SMALL CAP G 17,604 18,573
285512109 ELECTRONIC ARTS INC 9,241 9,217
458140100 INTEL CORP 5,085 4,170
67103H107 O'REILLY AUTOMOTIVE 7,376 8,301
68389X105 ORACLE CORP 6,459 7,499
747525103 QUALCOMM INC 4,250 3,994
75513E101 RTX CORP 7,285 8,332
824348106 SHERWIN WILLIAMS CO 4,200 4,759
863667101 STRYKER CORP 8,428 8,641
883556102 THERMO FISHER SCIENT 3,973 3,642
92343V104 VERIZON COMMUNICATIO 5,965 5,879

TY 2024 OtherDecreasesSchedule
Name:
LOGAN MEMORIAL CHARITABLE FDN
EIN:
61-6241826
Description Amount
CY PURCHASE OF ACCRUED INTEREST 725
ROC ON CY SALES 169


TY 2024 OtherIncomeSchedule2
Name:
LOGAN MEMORIAL CHARITABLE FDN
EIN:
61-6241826
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 71 0  


TY 2024 OtherIncreasesSchedule
Name:
LOGAN MEMORIAL CHARITABLE FDN
EIN:
61-6241826
Description Amount
MUTUAL FUND TIMING ADJ 189
PY PURCHASE OF ACCRUED INTEREST 1,248


TY 2024 TaxesSchedule
Name:
LOGAN MEMORIAL CHARITABLE FDN
EIN:
61-6241826
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 84 84   0
FOREIGN TAXES ON NONQUALIFIED 98 98   0