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
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 630858
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452630858
A Employer identification number

31-1532283
B Telephone number (see instructions)

(513) 534-5310
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$14,415,089J 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) 1,003,754
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 365,989 355,996  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,311,187
b Gross sales price for all assets on line 6a 3,723,178
7 Capital gain net income (from Part IV, line 2)... 1,311,187
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,680,930 1,667,183  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
1,720 860 0 860
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
84,259 84,259   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,949 1,728   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 98,128 86,847 0 1,060
25 Contributions, gifts, grants paid....... 801,000 801,000
26 Total expenses and disbursements. Add lines 24 and 25 899,128 86,847 0 802,060
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,781,802
b Net investment income (if negative, enter -0-) 1,580,336
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......... 250,206 190,192 190,192
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)....... 8,238,884 Click to see attachment
List of Attached Documents:
// Content
9,208,111 		14,224,897
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,489,090 9,398,303 14,415,089
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........ 8,489,090 9,398,303
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)..... 8,489,090 9,398,303
30 Total liabilities and net assets/fund balances (see instructions). 8,489,090 9,398,303
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
8,489,090
2
Enter amount from Part I, line 27a .....................
2
1,781,802
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,005
4
Add lines 1, 2, and 3 ..........................
4
10,271,897
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
873,594
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,398,303
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 157. PROLOGIS INC   2023-07-07 2024-01-17
b 56. PROLOGIS INC   2022-11-16 2024-01-17
c 1328. REGIONS FINL CORP   2023-08-07 2024-01-17
d 35. REGIONS FINL CORP   2023-08-07 2024-01-30
e 732. REGIONS FINL CORP   2023-08-14 2024-01-30
340. STARBUCKS CORP   2022-09-27 2024-01-30
259. EVERSOURCE ENERGY   2021-06-18 2024-01-31
45. EVERSOURCE ENERGY   2020-03-12 2024-01-31
57. EVERSOURCE ENERGY   2021-02-22 2024-01-31
29. REGIONS FINL CORP   2023-08-14 2024-01-31
769. REGIONS FINL CORP   2023-08-15 2024-01-31
219. EVERSOURCE ENERGY   2021-02-22 2024-02-09
223. EVERSOURCE ENERGY   2022-11-16 2024-02-09
145. AIR PRODUCTS & CHEMICALS INC COM   2016-11-28 2024-02-16
61. EVERSOURCE ENERGY   2022-11-16 2024-02-16
86. EVERSOURCE ENERGY   2023-07-07 2024-02-16
121. EVERSOURCE ENERGY   2019-04-09 2024-02-16
238. EVERSOURCE ENERGY   2019-04-04 2024-02-16
347. JOHNSON CTLS INTL PLC [QDI]   2023-07-25 2024-02-16
527. JOHNSON CTLS INTL PLC [QDI]   2023-07-14 2024-02-16
825. US BANCORP   2023-07-25 2024-02-28
166. US BANCORP   2023-07-07 2024-02-28
385. US BANCORP   2023-06-23 2024-02-28
22. BROADCOM INC   2019-12-18 2024-03-20
42. LOCKHEED MARTIN CORP   2013-08-20 2024-03-20
20. LOCKHEED MARTIN CORP   2013-08-01 2024-03-20
279. RTX CORPORATION   2022-12-21 2024-03-20
208. AIR PRODUCTS & CHEMICALS INC COM   2016-11-28 2024-04-23
119. PROLOGIS INC   2020-07-27 2024-05-02
50. PROLOGIS INC   2020-11-02 2024-05-02
223. PROLOGIS INC   2020-07-10 2024-05-02
735. US BANCORP   2023-06-23 2024-05-02
35. AIR PRODUCTS & CHEMICALS INC COM   2016-11-28 2024-05-13
110. AIR PRODUCTS & CHEMICALS INC COM   2017-02-14 2024-05-13
188. PROLOGIS INC   2020-07-10 2024-05-13
50. PROLOGIS INC   2019-06-20 2024-05-13
307. US BANCORP   2023-06-23 2024-05-13
404. US BANCORP   2018-11-16 2024-05-13
1090. US BANCORP   2018-07-26 2024-05-13
62. US BANCORP   2019-05-16 2024-05-13
199. UNITED PARCEL SERVICE-CL B   2021-04-29 2024-05-13
309. ABBOTT LABS   2016-07-07 2024-05-31
720. CISCO SYS INC   2012-12-12 2024-05-31
63. STARBUCKS CORP   2018-08-24 2024-05-31
360. STARBUCKS CORP   2018-08-10 2024-05-31
751. CISCO SYS INC   2012-12-12 2024-06-06
967. KEURIG DR PEPPER INC   2023-09-15 2024-06-06
404. US BANCORP   2019-05-16 2024-06-06
443. US BANCORP   2018-04-05 2024-06-06
41. EATON CORP PLC SHS [QDI]   2023-09-07 2024-06-06
39. EATON CORP PLC SHS [QDI]   2023-01-11 2024-06-06
33. EATON CORP PLC SHS [QDI]   2022-11-16 2024-06-06
6600. NIKE INC CL B   2008-03-20 2024-07-08
24. ABBOTT LABS   2024-07-08 2024-07-11
546. ABBOTT LABS   2016-07-07 2024-07-11
105. ABBOTT LABS   2023-01-11 2024-07-11
22. ABBOTT LABS   2023-07-07 2024-07-11
118. CISCO SYS INC   2024-07-08 2024-07-11
1038. CISCO SYS INC   2012-12-12 2024-07-11
116. US BANCORP   2024-07-08 2024-07-11
180.99954 US BANCORP   2018-04-05 2024-07-11
116.00046 US BANCORP   2018-04-05 2024-07-11
284. US BANCORP   2022-08-01 2024-07-11
232. CHEVRONTEXACO CORP   2019-02-04 2024-08-07
29. CHEVRONTEXACO CORP   2017-11-14 2024-08-07
116. US BANCORP   2018-04-05 2024-08-07
717. US BANCORP   2022-08-01 2024-08-07
12.00003 UNITED PARCEL SERVICE-CL B   2021-04-29 2024-08-07
37.99997 UNITED PARCEL SERVICE-CL B   2021-04-29 2024-08-07
232. UNITED PARCEL SERVICE-CL B   2022-01-21 2024-08-07
1. AMGEN INC   2024-07-08 2024-08-21
133. AMGEN INC   2023-10-20 2024-08-21
38. UNITED PARCEL SERVICE-CL B   2021-04-29 2024-08-21
142. UNITED PARCEL SERVICE-CL B   2022-01-21 2024-08-21
102. UNITED PARCEL SERVICE-CL B   2021-08-18 2024-08-21
97. NXP SEMICONDUCTORS [QDI]   2023-08-04 2024-08-21
40. NXP SEMICONDUCTORS [QDI]   2023-07-14 2024-08-21
132. AMGEN INC   2023-10-20 2024-09-04
144. EATON CORP PLC SHS [QDI]   2022-11-16 2024-09-04
69. EATON CORP PLC SHS [QDI]   2021-04-29 2024-09-04
201. STARBUCKS CORP   2023-07-07 2024-09-18
182. STARBUCKS CORP   2022-09-27 2024-09-18
85. STARBUCKS CORP   2024-07-08 2024-09-18
5. STARBUCKS CORP   2018-08-10 2024-09-18
210. BROADCOM INC   2024-07-08 2024-10-16
10. BROADCOM INC   2019-12-18 2024-10-16
25. BROADCOM INC   2020-07-27 2024-10-16
239. STARBUCKS CORP   2018-08-10 2024-10-16
314. STARBUCKS CORP   2018-07-13 2024-10-16
1590. AMGEN INC   1997-04-30 2024-10-29
124. ABBVIE INC.   2024-07-08 2024-11-22
54. ABBVIE INC.   2023-01-11 2024-11-22
28. AIR PRODUCTS & CHEMICALS INC COM   2024-10-29 2024-11-22
20. AIR PRODUCTS & CHEMICALS INC COM   2023-01-11 2024-11-22
37. AUTOMATIC DATA PROCESSING INC COM   2024-10-29 2024-11-22
27. AUTOMATIC DATA PROCESSING INC COM   2024-09-04 2024-11-22
301. BROADCOM INC   2020-07-27 2024-11-22
41. CME GROUP INC   2024-02-28 2024-11-22
63. CHEVRONTEXACO CORP   2023-07-07 2024-11-22
61. CHEVRONTEXACO CORP   2024-07-08 2024-11-22
41. CISCO SYS INC   2024-10-29 2024-11-22
38. CISCO SYS INC   2023-01-11 2024-11-22
147. CORNING INC COM   2024-07-08 2024-11-22
99. CORNING INC COM   2021-08-03 2024-11-22
52. DELL TECHNOLOGIES INC CL C   2024-10-29 2024-11-22
37. DELL TECHNOLOGIES INC CL C   2024-01-17 2024-11-22
73. EXXON MOBIL CORP   2024-10-29 2024-11-22
14. EXXON MOBIL CORP   2024-05-02 2024-11-22
39. FASTENAL CO   2024-10-29 2024-11-22
28. FASTENAL CO   2024-07-08 2024-11-22
10.00013 GENERAL DYNAMICS CORP COM   2024-10-29 2024-11-22
2.99987 GENERAL DYNAMICS CORP COM   2024-10-29 2024-11-22
10. GENERAL DYNAMICS CORP COM   2024-06-06 2024-11-22
131. HP INC   2024-10-29 2024-11-22
76. HP INC   2024-07-11 2024-11-22
55. HOME DEPOT INC   2021-12-10 2024-11-22
24. ILLINOIS TOOL WKS INC   2024-10-29 2024-11-22
17. ILLINOIS TOOL WKS INC   2023-07-07 2024-11-22
57. J P MORGAN CHASE & CO   2024-10-29 2024-11-22
22. J P MORGAN CHASE & CO   2024-07-08 2024-11-22
29. JOHNSON & JOHNSON   2024-10-16 2024-11-22
197. KEURIG DR PEPPER INC   2024-07-08 2024-11-22
46. KEURIG DR PEPPER INC   2023-07-07 2024-11-22
75. KEURIG DR PEPPER INC   2022-02-02 2024-11-22
172. KINDER MORGAN INC DEL   2024-10-29 2024-11-22
123. KINDER MORGAN INC DEL   2024-07-08 2024-11-22
46. LILLY ELI & CO COM   2023-01-11 2024-11-22
29. LOCKHEED MARTIN CORP   2023-03-20 2024-11-22
74. MARSH & MCLENNAN COS INC   2024-10-29 2024-11-22
26. MARSH & MCLENNAN COS INC   2024-08-07 2024-11-22
77. MCDONALDS CORP   2023-06-07 2024-11-22
188. MERCK & CO INC   2020-04-17 2024-11-22
88. MERCK & CO INC   2020-12-02 2024-11-22
39. MICROSOFT CORP   2021-12-10 2024-11-22
412. MONDELEZ INTL INC CL A   2021-05-28 2024-11-22
124. NEXTERA ENERGY INC   2023-07-07 2024-11-22
180. NEXTERA ENERGY INC   2024-07-08 2024-11-22
84. ONEOK INC COM   2024-10-29 2024-11-22
5. ONEOK INC COM   2024-08-07 2024-11-22
69. PNC BANK CORP   2024-10-29 2024-11-22
50. PNC BANK CORP   2022-04-27 2024-11-22
190. PPL CORPORATION   2024-10-29 2024-11-22
134. PPL CORPORATION   2024-09-04 2024-11-22
52. PAYCHEX COM   2024-10-29 2024-11-22
38. PAYCHEX COM   2024-06-06 2024-11-22
157. PEPSICO INC   2016-10-24 2024-11-22
62. PHILLIPS 66 COM   2024-10-29 2024-11-22
45. PHILLIPS 66 COM   2023-09-07 2024-11-22
86. PROCTER & GAMBLE CO COM   2024-10-29 2024-11-22
62. PROCTER & GAMBLE CO COM   2024-07-08 2024-11-22
54. PROLOGIS INC   2024-07-08 2024-11-22
13. PROLOGIS INC   2022-11-16 2024-11-22
56. QUAL COMM INC   2020-08-28 2024-11-22
35. RTX CORPORATION   2024-07-08 2024-11-22
16. RTX CORPORATION   2022-12-20 2024-11-22
215. REALTY INCOME CORP COM   2023-08-25 2024-11-22
39. REALTY INCOME CORP COM   2021-01-22 2024-11-22
128. SEMPRA ENERGY   2024-10-29 2024-11-22
92. SEMPRA ENERGY   2023-01-11 2024-11-22
50. STARBUCKS CORP   2024-10-29 2024-11-22
33. STARBUCKS CORP   2022-01-21 2024-11-22
95. TEXAS INSTRS INC COM   2021-12-10 2024-11-22
61. TRAVELERS COS INC/THE   2024-10-29 2024-11-22
31. TRAVELERS COS INC/THE   2024-07-11 2024-11-22
49. US BANCORP   2024-10-29 2024-11-22
32. US BANCORP   2022-08-01 2024-11-22
9.99995 UNITED PARCEL SERVICE-CL B   2021-08-18 2024-11-22
20.00005 UNITED PARCEL SERVICE-CL B   2021-08-18 2024-11-22
48. WEC ENERGY GROUP INC   2024-10-29 2024-11-22
35. WEC ENERGY GROUP INC   2023-07-07 2024-11-22
306. WILLIAMS COS INC   2024-10-29 2024-11-22
201. WILLIAMS COS INC   2024-07-11 2024-11-22
37. EATON CORP PLC SHS [QDI]   2024-10-29 2024-11-22
25. EATON CORP PLC SHS [QDI]   2021-04-29 2024-11-22
22. NXP SEMICONDUCTORS [QDI]   2023-07-14 2024-11-22
56. SEMPRA ENERGY   2023-01-11 2024-12-06
132. SEMPRA ENERGY   2024-07-08 2024-12-06
103. SEMPRA ENERGY   2023-09-15 2024-12-06
166. NXP SEMICONDUCTORS [QDI]   2023-07-14 2024-12-06
233. NXP SEMICONDUCTORS [QDI]   2023-07-07 2024-12-06
17. NXP SEMICONDUCTORS [QDI]   2024-07-08 2024-12-06
6. NXP SEMICONDUCTORS [QDI]   2024-10-29 2024-12-06
198. US BANCORP   2022-08-01 2024-12-17
1148. US BANCORP   2022-07-26 2024-12-17
136. US BANCORP   2023-01-11 2024-12-17
201. BROADCOM INC   2024-10-29 2024-12-20
64. BROADCOM INC   2020-07-27 2024-12-20
165. BROADCOM INC   2020-02-24 2024-12-20
1381. STARBUCKS CORP   2018-07-13 2024-12-20
165. STARBUCKS CORP   2023-01-11 2024-12-20
4. STARBUCKS CORP   2022-01-21 2024-12-20
. WELLS FARGO COMPANY     2024-12-20
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 20,022   19,187 835
b 7,142   6,377 765
c 23,724   27,817 -4,093
d 680   733 -53
e 14,227   14,861 -634
31,986   29,146 2,840
14,249   21,274 -7,025
2,476   3,668 -1,192
3,136   4,588 -1,452
553   589 -36
14,663   15,344 -681
12,037   17,627 -5,590
12,256   17,718 -5,462
32,867   20,569 12,298
3,586   4,847 -1,261
5,056   6,134 -1,078
7,114   8,550 -1,436
13,993   16,785 -2,792
19,743   23,893 -4,150
29,984   36,234 -6,250
34,098   31,302 2,796
6,861   5,599 1,262
15,913   12,412 3,501
27,873   7,221 20,652
18,458   5,190 13,268
8,790   2,435 6,355
26,435   27,666 -1,231
48,574   29,506 19,068
12,249   12,081 168
5,147   5,049 98
22,954   21,219 1,735
29,887   23,696 6,191
8,769   4,965 3,804
27,559   15,486 12,073
20,228   17,889 2,339
5,380   4,122 1,258
12,737   9,897 2,840
16,761   22,122 -5,361
45,221   57,140 -11,919
2,572   3,198 -626
29,931   40,569 -10,638
31,446   12,794 18,652
33,276   14,288 18,988
4,974   3,318 1,656
28,424   18,526 9,898
34,689   14,903 19,786
33,336   32,442 894
15,731   20,837 -5,106
17,249   22,626 -5,377
12,839   9,526 3,313
12,213   6,350 5,863
10,334   5,346 4,988
484,269   108,367 375,902
2,487   2,457 30
56,582   22,608 33,974
10,881   11,879 -998
2,280   2,368 -88
5,489   5,466 23
48,287   20,598 27,689
4,812   4,553 259
7,508   9,245 -1,737
4,812   5,925 -1,113
11,781   13,499 -1,718
33,174   27,264 5,910
4,147   3,393 754
4,805   6,562 -1,757
29,698   34,081 -4,383
1,483   2,446 -963
4,698   7,747 -3,049
28,681   47,077 -18,396
330   313 17
43,869   37,087 6,782
4,866   8,227 -3,361
18,185   28,814 -10,629
13,063   20,186 -7,123
24,601   20,733 3,868
10,145   8,490 1,655
43,450   36,808 6,642
41,519   23,330 18,189
19,894   10,002 9,892
19,455   19,403 52
17,616   15,601 2,015
8,227   6,407 1,820
484   257 227
37,162   36,417 745
1,770   328 1,442
4,424   776 3,648
22,557   12,299 10,258
29,635   16,053 13,582
502,038   23,055 478,983
21,897   20,676 1,221
9,536   8,477 1,059
9,283   8,840 443
6,631   6,257 374
11,272   10,696 576
8,225   7,415 810
49,201   9,343 39,858
9,375   9,039 336
10,224   9,790 434
9,899   9,424 475
2,399   2,292 107
2,223   1,863 360
7,112   6,239 873
4,790   4,130 660
7,465   6,297 1,168
5,311   2,876 2,435
8,890   8,621 269
1,705   1,628 77
3,232   3,024 208
2,320   1,760 560
2,810   3,040 -230
843   912 -69
2,810   2,985 -175
4,991   4,884 107
2,896   2,757 139
22,885   22,849 36
6,545   6,158 387
4,636   4,176 460
14,152   12,775 1,377
5,462   4,517 945
4,486   4,765 -279
6,432   6,376 56
1,502   1,470 32
2,449   2,910 -461
4,914   4,229 685
3,514   2,446 1,068
34,338   16,480 17,858
15,692   13,772 1,920
16,813   16,536 277
5,907   5,686 221
22,294   21,857 437
18,678   14,892 3,786
8,743   6,882 1,861
16,163   13,361 2,802
26,425   26,259 166
9,413   9,005 408
13,664   12,945 719
9,829   7,994 1,835
585   418 167
14,472   12,982 1,490
10,487   8,543 1,944
6,566   6,135 431
4,631   4,314 317
7,488   7,376 112
5,472   4,630 842
25,237   16,792 8,445
8,242   7,777 465
5,982   5,320 662
15,154   14,420 734
10,925   10,290 635
6,227   6,153 74
1,499   1,480 19
8,707   6,562 2,145
4,221   3,526 695
1,930   1,576 354
12,337   11,880 457
2,238   2,153 85
12,120   10,726 1,394
8,711   7,445 1,266
5,091   4,880 211
3,360   3,211 149
18,799   18,624 175
15,982   15,252 730
8,122   6,475 1,647
2,563   2,377 186
1,674   1,521 153
1,344   1,979 -635
2,688   3,958 -1,270
4,832   4,589 243
3,524   3,123 401
18,240   15,787 2,453
11,981   8,545 3,436
13,912   12,756 1,156
9,400   3,624 5,776
4,956   4,670 286
5,012   4,532 480
11,815   9,881 1,934
9,219   7,576 1,643
36,315   35,235 1,080
50,972   47,851 3,121
3,719   4,709 -990
1,313   1,517 -204
9,865   9,411 454
57,196   54,459 2,737
6,776   6,389 387
45,725   35,049 10,676
14,559   1,986 12,573
37,535   4,861 32,674
120,858   70,602 50,256
14,440   17,490 -3,050
350   389 -39
599     599
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
      155
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       835
b       765
c       -4,093
d       -53
e       -634
      2,840
      -7,025
      -1,192
      -1,452
      -36
      -681
      -5,590
      -5,462
      12,298
      -1,261
      -1,078
      -1,436
      -2,792
      -4,150
      -6,250
      2,796
      1,262
      3,501
      20,652
      13,268
      6,355
      -1,231
      19,068
      168
      98
      1,735
      6,191
      3,804
      12,073
      2,339
      1,258
      2,840
      -5,361
      -11,919
      -626
      -10,638
      18,652
      18,988
      1,656
      9,898
      19,786
      894
      -5,106
      -5,377
      3,313
      5,863
      4,988
      375,902
      30
      33,974
      -998
      -88
      23
      27,689
      259
      -1,737
      -1,113
      -1,718
      5,910
      754
      -1,757
      -4,383
      -963
      -3,049
      -18,396
      17
      6,782
      -3,361
      -10,629
      -7,123
      3,868
      1,655
      6,642
      18,189
      9,892
      52
      2,015
      1,820
      227
      745
      1,442
      3,648
      10,258
      13,582
      478,983
      1,221
      1,059
      443
      374
      576
      810
      39,858
      336
      434
      475
      107
      360
      873
      660
      1,168
      2,435
      269
      77
      208
      560
      -230
      -69
      -175
      107
      139
      36
      387
      460
      1,377
      945
      -279
      56
      32
      -461
      685
      1,068
      17,858
      1,920
      277
      221
      437
      3,786
      1,861
      2,802
      166
      408
      719
      1,835
      167
      1,490
      1,944
      431
      317
      112
      842
      8,445
      465
      662
      734
      635
      74
      19
      2,145
      695
      354
      457
      85
      1,394
      1,266
      211
      149
      175
      730
      1,647
      186
      153
      -635
      -1,270
      243
      401
      2,453
      3,436
      1,156
      5,776
      286
      480
      1,934
      1,643
      1,080
      3,121
      -990
      -204
      454
      2,737
      387
      10,676
      12,573
      32,674
      50,256
      -3,050
      -39
      599
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,311,187
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 21,967
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 21,967
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 21,967
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,268
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,699
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,967
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFIFTH THIRD BANK NAAGENT Telephone no.right arrow (513) 534-7001

Located atright arrow38 FOUNTAIN SQUARE PLAZA MD 1090VDCINCINNATIOH ZIP+4right arrow45263
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DUDLEY S TAFT PRESIDENT
1 		0    
312 WALNUT STREET
CINCINNATI,OH45202
LEE A CARTER CO FIFTH THIRD BANK TREASURER
1 		0    
P O BOX 630858
CINCINNATI,OH45263
DUDLEY S TAFT JR CO FIFTH THIRD B BOARD MEMBER
1 		0    
P O BOX 630858
CINCINNATI,OH45263
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
13,568,617
b
Average of monthly cash balances.......................
1b
278,512
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,847,129
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
13,847,129
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
207,707
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,639,422
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
681,971
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
681,971
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,967
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,967
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
660,004
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
660,004
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
660,004
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
802,060
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
802,060
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 7 660,004
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...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 16,707
f Total of lines 3a through e ........ 16,707
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 802,060
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..... 660,004
e Remaining amount distributed out of corpus 142,056
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 5 158,763
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		158,763
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 16,707
e Excess from 2024.... 142,056
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:
DUDLEY TAFT CHARITABLE FOUNDATION
312 WALNUT ST
CINCINNATI,OH45202
(513) 241-8880
bThe form in which applications should be submitted and information and materials they should include:
LETTER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFER TO LIMIT GRANTS TO THE GREATER CINCINNATI AREA AND THE FIELD OF EDUCATION
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

ESSEX COUNTY COMMUNITY FOUNDATION INC

175 ANDOVER ST STE 101
DANVERS,MA019231443 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

TAFT MUSEUM OF ARTS

316 PIKE ST
CINCINNATI,OH452024214 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

THE SEVEN HILLS SCHOOLS

5400 RED BANK RD
CINCINNATI,OH452271198 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

PLANNED PARENTHOOD OF SW OH REGION

2314 AUBURN AVE
CINCINNATI,OH452192802 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

BOYS AND GIRLS CLUB OF GREATER
CINCINNATI
600 DALTON AVE
CINCINNATI,OH45203 		NONE PC PROJECT/PROGRAM SUPPORT 520,000

ARTSWAVE

20 E CENTRAL PKWY STE 200
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 20,000

UNITED WAY OF GREATER CINCINNATI

PO BOX 632840
CINCINNATI,OH452632840 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

ENSEMBLE THEATRE OF CINCINNATI

1127 VINE ST
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

CINCINNATI ARTS ASSOCIATION

650 WALNUT ST
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 20,000

SOCIETY FOR THE PRESERVATION OF MUSIC
HALL
1241 ELM ST
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

CINCINNATI NATURE CENTER ASSOCIATION

4949 TEALTOWN RD
MILFORD,OH45150 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

MANIFEST CREATIVE RESEARCH GALLERY AND
DRAWING CENTER
P O BOX 6218
CINCINNATI,OH45206 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

UNIVERSITY OF VIRGINIA LAW SCHOOL
FOUNDATION
580 MASSIE RD
CHARLOTTESVILLE,VA229031738 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

BOYS AND GIRLS CLUB OF LOWCOUNTRY INC

PO BOX 22267
HILTON HEAD,SC29925 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

WAVE FOUNDATION INC

ONE AQUARIUM WAY
NEWPORT,KY41071 		NONE PC PROJECT/PROGRAM SUPPORT 20,000

FRIENDS OF THE CEELI INSTITUTE

2021 L ST NW STE 101-125
WASHINGTON,DC20036 		NONE PC PROJECT/PROGRAM SUPPORT 25,000
Total .................................right arrow 3a 801,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 365,989  
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 1,311,187  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,677,176  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,677,176
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
 
Employer identification number

31-1532283
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
  		Employer identification number
31-1532283
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DUDLEY S TAFT
8000 SPOOKY HOLLOW ROAD
 
CINCINNATI, OH45242

$ 1,003,754


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
  		Employer identification number

31-1532283
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITIES $ 1,003,754 2024-10-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
  		Employer identification number

31-1532283
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,720 860   860

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Statement:
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.

TY 2024 InvestmentsCorpStockSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Name of Stock End of Year Book Value End of Year Fair Market Value
EATON CORP PLC SHS 126,060 384,969
ABBOTT LABS    
ABBVIE INC 333,299 591,030
AIR PRODS & CHEMS INC 188,817 264,226
AUTOMATIC DATA PROCESSING INC 154,418 350,983
BROADCOM INC 139,835 1,204,408
CHEVRON CORPORATION 305,142 336,608
CISCO SYSTEMS INC 42,781 87,853
EVERSOURCE ENERGY    
HOME DEPOT INC 194,015 400,660
ILLINOIS TOOL WKS INC 95,420 190,677
LILLY (ELI) & CO 140,278 667,780
LOCKHEED MARTIN CORP 105,889 256,090
MARSH & MCLENNAN COS INC 171,309 394,233
MCDONALDS CORP 288,588 416,862
MERCK & CO INC 439,338 513,416
MICROSOFT CORP 239,339 429,509
MONDELEZ INTL INC CL A 448,204 460,936
NEXTERA ENERGY INC 200,344 408,059
PNC FINANCIAL SERVICES GROUP 339,672 428,513
PAYCHEX INC 98,616 234,588
PEPSICO INC 370,548 447,513
PHILLIPS 66 COM 227,244 226,265
PROCTER & GAMBLE CO 410,587 505,968
PROLOGIS INC 114,499 133,816
QUALCOMM INC 126,309 160,994
REALTY INCOME CORP 288,259 253,484
SEMPRA ENERGY 227,957 335,266
STARBUCKS CORP    
TEXAS INSTRS INC 160,238 330,205
US BANCORP DEL    
WEC ENERGY GROUP INC 73,140 145,104
CORNING INC 177,057 218,497
KEURIG DR PEPPER INC 220,500 190,600
KINDER MORGAN INC DEL 97,454 151,138
WILLIAMS COS INC 366,742 547,316
AMGEN INC    
CME GROUP INC 195,167 210,400
DELL TECHNOLOGIES INC CL C 161,087 223,681
EXXON MOBIL CORP 184,969 173,941
FASTENAL CO 69,953 90,247
RTX CORPORATION 93,973 110,281
REGIONS FINL CORP    
TRAVELERS COS INC/THE 358,233 451,428
JOHNSON CTLS INTL PLC    
NXP SEMICONDUCTORS    
UNITED PARCEL SVC INC 93,745 65,824
GENERAL DYNAMICS CORP 120,930 110,139
HP INC 139,990 126,180
JPMORGAN CHASE & CO 275,516 354,052
JOHNSON & JOHNSON 260,695 248,023
ONEOK INC 135,619 167,668
PPL CORP 206,336 225,467

TY 2024 OtherDecreasesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Description Amount
2024 INCOME POSTED TO 2025 1,010
FMV TO COST ADJUSTMENT 872,332
RETURN OF CAPITAL 252


TY 2024 OtherExpensesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Description Amount
2023 TRANSACTION POSTED IN 2024 1,002
ROUNDING 3


TY 2024 OtherProfessionalFeesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 84,259 84,259    


TY 2024 SubstantialContributorsSch
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Name Address
DUDLEY S TAFT 8000 SPOOKY HOLLOW ROAD
CINCINNATI,OH45242


TY 2024 TaxesSchedule
Name:
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
EIN:
31-1532283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,728 1,728   0
FEDERAL ESTIMATES - PRINCIPAL 10,221 0   0