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
RICHARD D HANNAN FAMILY FOUNDATION 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

31-1482697
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$2,000,491J 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) 250
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 45,418 45,300  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,740
b Gross sales price for all assets on line 6a 1,249,424
7 Capital gain net income (from Part IV, line 2)... 151,740
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........ 197,408 197,040  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,400     14,400
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
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
20,004 20,004   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,993 656   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.......... 51,817 21,520 0 16,960
25 Contributions, gifts, grants paid....... 141,500 141,500
26 Total expenses and disbursements. Add lines 24 and 25 193,317 21,520 0 158,460
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,091
b Net investment income (if negative, enter -0-) 175,520
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............. 9,421 5,676 5,676
2 Savings and temporary cash investments......... 41,968 63,407 63,407
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,289,537 Click to see attachment
List of Attached Documents:
// Content
1,233,912 		1,425,588
c Investments—corporate bonds (attach schedule)....... 446,158 Click to see attachment
List of Attached Documents:
// Content
442,988 		446,956
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)   Click to see attachment
List of Attached Documents:
// Content
58,657 		Click to see attachment
List of Attached Documents:
// Content
58,864
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,787,084 1,804,640 2,000,491
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,787,084 1,804,640
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,787,084 1,804,640
30 Total liabilities and net assets/fund balances (see instructions). 1,787,084 1,804,640
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,787,084
2
Enter amount from Part I, line 27a .....................
2
4,091
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,117
4
Add lines 1, 2, and 3 ..........................
4
1,805,292
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
652
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,804,640
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 741.348 BAILLIE GIFFORD EMRG MKTS K   2023-09-01 2024-02-02
b 2790.756 CALVERT EMERGING MARKETS EQUITY R6   2023-07-10 2024-02-02
c 216.05 CALVERT EMERGING MARKETS EQUITY R6   2023-09-01 2024-02-02
d 3364.903 DEUTSCHE REAL ASSETS INST   2023-07-10 2024-02-02
e 319.638 FIDELITY 500 INDEX FD INST PREMIUM   2023-09-01 2024-02-02
547.881 FIDELITY 500 INDEX FD INST PREMIUM   2023-07-10 2024-02-02
1309.085 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2023-09-01 2024-02-02
5839.659 JPMORGAN TR I EQTY INCOME R6 SH   2023-07-10 2024-02-02
64. VANGUARD EXTENDED MARKET ETF   2023-07-10 2024-02-02
5060.064 DODGE & COX INCOME FD COM   2023-07-10 2024-04-25
7234.275 DOUBLELINE TOTAL RETURN BOND I   2023-07-10 2024-04-25
65.598 FIDELITY 500 INDEX FD INST PREMIUM   2023-07-10 2024-04-25
99. INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF   2024-02-02 2024-04-25
18. ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BD FD   2024-02-02 2024-04-25
1226. ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BD FD   2023-09-01 2024-04-25
122.21 BAILLIE GIFFORD EMRG MKTS K   2023-09-01 2024-05-29
177.174 COHEN & STEERS REALTY SHARES I   2024-02-02 2024-05-29
171. ISHARES S&P GLOB INFRAS INDEX FD   2024-02-02 2024-05-29
94.375 BAILLIE GIFFORD EMRG MKTS K   2023-09-01 2024-10-22
3.146 BAILLIE GIFFORD EMRG MKTS K   2023-07-10 2024-10-22
360.273 BAIRD FDS INC INTER BD INSTL   2024-05-29 2024-10-22
295.657 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2024-02-02 2024-10-22
30.077 COHEN & STEERS REALTY SHARES I   2024-02-02 2024-10-22
12.131 FIDELITY 500 INDEX FD INST PREMIUM   2024-05-29 2024-10-22
237.992 FIDELITY 500 INDEX FD INST PREMIUM   2023-07-10 2024-10-22
76.546 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2024-05-29 2024-10-22
350. INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF   2024-02-02 2024-10-22
15. ISHARES S&P GLOB INFRAS INDEX FD   2024-02-02 2024-10-22
17. ESG AWARE MSCI EAFE ETF   2020-04-17 2024-10-22
12. VANGUARD BD INDEX FD INC ETF   2024-05-29 2024-10-22
15. VANGUARD EXTENDED MARKET ETF   2024-05-29 2024-10-22
67. VANGUARD EXTENDED MARKET ETF   2023-07-10 2024-10-22
234.827 ARTISAN HIGH INCOME INST   2024-04-25 2024-12-10
2999.399 ARTISAN HIGH INCOME INST   2023-09-01 2024-12-10
3344.925 ARTISAN HIGH INCOME INST   2023-07-10 2024-12-10
168.576 BAILLIE GIFFORD EMRG MKTS K   2023-07-10 2024-12-10
146.165 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2024-02-02 2024-12-10
94.263 FIDELITY 500 INDEX FD INST PREMIUM   2023-07-10 2024-12-10
97.126 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2024-05-29 2024-12-10
173.792 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2023-09-01 2024-12-10
26.825 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2023-07-10 2024-12-10
1134.375 GRANDEUR PEAK INTL STALWARTS   2020-01-24 2024-12-10
324.638 GRANDEUR PEAK INTL STALWARTS   2020-03-23 2024-12-10
88. INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF   2024-02-02 2024-12-10
1104. ESG AWARE MSCI EAFE ETF   2020-04-17 2024-12-10
1004. VANGUARD EXTENDED MARKET ETF   2023-07-10 2024-12-10
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
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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 13,641   14,167 -526
b 43,787   45,352 -1,565
c 3,390   3,494 -104
d 36,812   36,879 -67
e 55,045   50,225 4,820
94,351   83,853 10,498
16,220   15,971 249
135,305   129,173 6,132
10,403   9,545 858
61,328   61,935 -607
61,491   63,083 -1,592
11,503   10,040 1,463
5,793   5,603 190
1,839   1,879 -40
125,259   125,457 -198
2,485   2,335 150
10,537   10,784 -247
8,382   7,769 613
2,031   1,804 227
68   59 9
3,754   3,646 108
16,915   15,055 1,860
2,142   1,823 319
2,466   2,223 243
48,386   36,425 11,961
969   935 34
23,575   19,810 3,765
819   681 138
1,375   935 440
934   914 20
2,774   2,529 245
12,391   9,993 2,398
2,160   2,078 82
27,594   26,215 1,379
30,773   28,800 1,973
3,483   3,174 309
8,679   7,443 1,236
19,805   14,427 5,378
1,199   1,186 13
2,145   2,120 25
331   323 8
19,330   18,502 828
5,532   3,568 1,964
6,045   4,981 1,064
87,777   60,747 27,030
202,381   149,744 52,637
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
      16,020
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       -526
b       -1,565
c       -104
d       -67
e       4,820
      10,498
      249
      6,132
      858
      -607
      -1,592
      1,463
      190
      -40
      -198
      150
      -247
      613
      227
      9
      108
      1,860
      319
      243
      11,961
      34
      3,765
      138
      440
      20
      245
      2,398
      82
      1,379
      1,973
      309
      1,236
      5,378
      13
      25
      8
      828
      1,964
      1,064
      27,030
      52,637
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 151,740
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 2,440
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 2,440
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 2,440
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,848
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 6,848
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,408
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,440 Refundedright arrow 11 1,968
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFIFTH THIRD BANKNA AGT Telephone no.right arrow (513) 534-7213

Located atright arrow38 FOUNTAIN SQUARE PLAZA MD1090WACINCINNATIOH ZIP+4right arrow45202
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
KENNETH R WURTENBERGER TREASURER & TRUSTEE
1 		7,200    
2121 CASTLE BAR CT
CRESENT SPRINGS,KY41017
FRED ROBBINS SECRETARY
1 		0    
7 WEST 7TH STREET SUITE 1400
CINCINNATI,OH45202
HOLLIE J HANNAN ADVISOR
1 		0    
7 WEST 7TH STREET SUITE 1400
CINCINNATI,OH45202
LAUREN HANNAN SHAFER ADVISOR
1 		7,200    
7 WEST 7TH STREET SUITE 1400
CINCINNATI,OH45202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,944,607
b
Average of monthly cash balances.......................
1b
82,083
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,026,690
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
2,026,690
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,400
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,996,290
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
99,815
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
99,815
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,440
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,440
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
97,375
4
Recoveries of amounts treated as qualifying distributions................
4
800
5
Add lines 3 and 4............................
5
98,175
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
98,175
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
158,460
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
158,460
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 98,175
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...... 42,649
b From 2020...... 18,853
c From 2021...... 62,421
d From 2022...... 103,969
e From 2023...... 77,039
f Total of lines 3a through e ........ 304,931
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 158,460
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..... 98,175
e Remaining amount distributed out of corpus 60,285
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 5 365,216
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) ... 		42,649
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		322,567
10 Analysis of line 9:
a Excess from 2020.... 18,853
b Excess from 2021.... 62,421
c Excess from 2022.... 103,969
d Excess from 2023.... 77,039
e Excess from 2024.... 60,285
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).)
NA
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.
NA
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:
JELENA AYLOR 53 BANK N A AGT
38 FOUNTAIN SQ PLAZA MD1090WA
CINCINNATI,OH45202
(513) 534-7213
bThe form in which applications should be submitted and information and materials they should include:
AVAILABLE ON REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

TRUSTEES OF BOSTON UNIVERSITY

635 COMMOMWEALTH AVE ROOM 221
BOSTON,MA02215 		NONE PC MEMORIAL DONATION 4,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

124 MOUNT AUBURN ST
CAMBRIDGE,MA021385795 		NONE PC MEMORIAL DONATION 500

TRUSTEES OF TUFTS COLLEGE

ADVANCEMENT
MEDFORD,MA02155 		NONE PC MEMORIAL DONATION 3,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460 		NONE PC GENERAL OPERATING SUPPORT 500

AMERICAN CANCER SOCIETY INC

4540 COOPER RD
CINCINNATI,OH45242 		NONE PC PROJECT/PROGRAM SUPPORT 600

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST FL 11
NEW YORK,NY100383541 		NONE PC PROJECT/PROGRAM SUPPORT 3,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY100061705 		NONE PC PROJECT/PROGRAM SUPPORT 500

THE SALVATION ARMY

114 E CENTRAL PKWY
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 600

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE PC PROJECT/PROGRAM SUPPORT 300

LEUKEMIA & LYMPHOMA SOCIETY INC

3 INTERNATIONAL DR STE 200
RYE BROOK,NY10573 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

WOUNDED WARRIOR PROJECT INC

4899 BELFORT RD STE 300
JACKSONVILLE,FL32256 		NONE PC PROJECT/PROGRAM SUPPORT 500

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

UNIVERSITY OF PENNSYLVANIA
PHILADELPHIA,PA19104 		NONE PC MEMORIAL DONATION 2,000

FREESTORE FOODBANK

1141 CENTRAL PKWY
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

OCEAN CONSERVANCY INC

1300 19TH ST NW STE 800
WASHINGTON,DC200361653 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

WORLD CENTRAL KITCHEN INC

1342 FLORIDA AVE NW
WASHINGTON,DC200094808 		NONE PC PROJECT/PROGRAM SUPPORT 2,000

CINCINNATI ART MUSEUM

953 EDEN PARK DR
CINCINNATI,OH452021557 		NONE PC PROJECT/PROGRAM SUPPORT 500

HEARING SPEECH & DEAF CENTER OF
GREATER CINCINNATI
2825 BURNET AVE
CINCINNATI,OH45140 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

CINCINNATI UNION BETHEL

2401 READING RD
CINCINNATI,OH452021357 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

TWIN TOWERS

5343 HAMILTON AVE
CINCINNATI,OH45224 		NONE PC MEMORIAL DONATION 2,500

CINCINNATI COUNTRY DAY SCHOOL

6905 GIVEN RD
CINCINNATI,OH452432898 		NONE PC ANNUAL FUND/MEMORIAL 6,000

SOCIETY OF ST VINCENT DE PAUL

1125 BANK ST
CINCINNATI,OH45214 		NONE PC PROJECT/PROGRAM SUPPORT 500

ARCHDIOCESE OF CINCINNATI

100 E EIGHTH ST
CINCINNATI,OH45202 		NONE PC ANNUAL FUND 1,000

CITY GOSPEL MISSION

1805 DALTON AVE
CINCINNATI,OH45214 		NONE PC GENERAL OPERATING SUPPORT 500

URSULINE ACADEMY OF CINCINNATI

5535 PFEIFFER RD
CINCINNATI,OH45242 		NONE PC MEMORIAL DONATION 500

ROTARY FOUNDATION OF CINCINNATI

PO BOX 971
CINCINNATI,OH45201 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

GREATER CINCINNATI EDUCATIONAL
TELEVISION
1223 CENTRAL PKWY
CINCINNATI,OH45214 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

STEPPING STONES INC

5650 GIVEN RD
CINCINNATI,OH45243 		NONE PC PROJECT/PROGRAM SUPPORT 500

MUSICA SACRA FOUNDATION

PO BOX 43122
CINCINNATI,OH452430122 		NONE PC PROJECT/PROGRAM SUPPORT 500

CHILDREN'S HOSPITAL MEDICAL CENTER

3333 BURNET AVE
CINCINNATI,OH452293026 		NONE PC PROJECT/PROGRAM SUPPORT 400

INDIAN HILL HISTORICAL SOCIETY

8100 GIVEN RD
CINCINNATI,OH452431540 		NONE PC PROJECT/PROGRAM SUPPORT 500

UNIVERSITY OF CINCINNATI FOUNDATION

100 UNIVERSITY HALL
CINCINNATI,OH45219 		NONE PC MEMORIAL DONATION 2,500

HOSPICE OF CINCINNATI INC

4360 COOPER RD STE 300
CINCINNATI,OH45242 		NONE PC GENERAL OPERATING SUPPORT 1,000

GREATER CINCINNATI TENNIS ASSOCIATION

893 CEDAR DR
CINCINNATI,OH45238 		NONE PC PROJECT/PROGRAM SUPPORT 1,500

CINCINNATI MUSEUM CENTER

1301 WESTERN AVE STE 2253
CINCINNATI,OH45203 		NONE PC PROJECT/PROGRAM SUPPORT 500

CINCINNATI PUBLIC RADIO INC

1223 CENTRAL PKWY
CINCINNATI,OH45214 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

OHIO VALLEY VOICES INC

6642 BRANCH HILL GUINEA PIKE
LOVELAND,OH451409141 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

ARTWORKS

2460 GILBERT AVE
CINCINNATI,OH45206 		NONE PC PROJECT/PROGRAM SUPPORT & 15,000

DENISON UNIVERSITY

100 W COLLEGE ST
GRANVILLE,OH43023 		NONE PC MEMORIAL DONATION 2,000

MARIEMONT PLAYERS

4101 WALTON CREEK RD
CINCINNATI,OH452273917 		NONE PC PROJECT/PROGRAM SUPPORT 500

FAST CTA

3280 HARDISTY AVE
CINCINNATI,OH452083007 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

LA SOUPE INC

915 E MCMILLAN ST
CINCINNATI,OH45206 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

NATIONAL PUBLIC RADIO INC

1111 N CAPITOL ST NE
WASHINGTON,DC200027502 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

INTL UNION FOR CONSERVATION OF NATURE &
NATURAL RESOURCES
1630 CONNECTICUT AVE NW
WASHINGTON,DC200091053 		NONE PC ANNUAL FUND 500

WORLD WILDLIFE FUND

1250 24TH ST NW
WASHINGTON,DC200371193 		NONE PC PROJECT/PROGRAM SUPPORT 500

SAMMIES FRIENDS

14647 MCCOURTNEY RD
GRASS VALLEY,CA959497667 		NONE PC PROJECT/PROGRAM SUPPORT 2,000

DEFENDERS OF WILDLIFE

1130 17TH ST NW
WASHINGTON,DC200364604 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

NATIONAL GEOGRAPHIC SOCIETY

1145 17TH ST NW
WASHINGTON,DC200364688 		NONE PC PROJECT/PROGRAM SUPPORT 1,000

ARTHRITIS FOUNDATION INC

1355 PEACHTREE ST NE STE 600
ATLANTA,GA303093234 		NONE PC ANNUAL FUND 2,000

ALLIANCE FOR CATHOLIC URBAN EDUCATION

1125 MADISON AVE
COVINGTON,KY41011 		NONE PC PROJECT/PROGRAM SUPPORT 7,500

ST JUDE CHILDREN'S HOSPITAL

262 ST JUDE PL
MEMPHIS,TN38105 		NONE PC PROJECT/PROGRAM SUPPORT 500

SPRING HILL COLLEGE

4000 DAUPHIN ST
MOBILE,AL36608 		NONE PC MEMORIAL DONATION 500

CALIFORNIA FIRE FOUNDATION

1780 CREEKSIDE OAKS
SACRAMENTO,CA958333633 		NONE PC PROJECT/PROGRAM SUPPORT 500

SUSAN G KOMEN BREAST CANCER FOUNDATION

PO BOX 801889
DALLAS,TX75380 		NONE PC PROJECT/PROGRAM SUPPORT 500

OPUS ARCHIVES & RESEARCH CENTER

801 LADERA LN
SANTA BARBARA,CA93108 		NONE PC MEMORIAL DONATION 1,000

CISE (CATHOLIC INNER CITY SCHOOLS
EDUCATION FUND)
100 E EIGTH ST
CINCINNATI,OH45202 		NONE PC PROJECT/PROGRAM SUPPORT 1,600

KQED

2601 MARIPOSA ST
SAN FRANCISCO,CA941101426 		NONE PC PROGRAM/PROJECT SUPPORT 500

COMMUNITY INSTITUTE FOR PSYCHOTHERAPY

1330 LINCOLN AVE
SAN RAFAEL,CA949012141 		NONE PC MEMORIAL DONATION 20,000

GOLDEN GATE NATIONAL PARKS CONSERVANCY

201 FORT MASON 3RD FL
SAN FRANCISCO,CA941231307 		NONE PC PROJECT/PROGRAM SUPPORT 2,000

NATIONAL CENTER FOR LESBIAN RIGHTS

870 MARKET ST STE 370
SAN FRANCISCO,CA941023009 		NONE PC PROJECT/PROGRAM SUPPORT 2,000

SIERRA CLUB FOUNDATION

2101 WEBSTER ST 12TH FL
OAKLAND,CA94612 		NONE PC PROJECT/PROGRAM SUPPORT 500

CG JUNG INSTITUTE OF SAN FRANCISCO

2040 GOUGH ST
SAN FRANCISCO,CA941093418 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

DIRECT RELIEF INTERNATIONAL

6100 WALLACE BECKNELL RD
SANTA BARBARA,CA931173214 		NONE PC PROJECT/PROGRAM SUPPORT 4,000

CALIFORNIA COMMUNITY FOUNDATION

221 S FIGUEROA ST STE 400
LOS ANGELES,CA900122524 		NONE PC PROJECT/PROGRAM SUPPORT 500
Total .................................right arrow 3a 141,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 45,418  
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 ............ 		    18 151,740  
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) ..   197,158  
13Total. Add line 12, columns (b), (d), and (e)..................
13
197,158
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
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:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
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 InvestmentsCorpBondsSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Name of Bond End of Year Book Value End of Year Fair Market Value
ARTISAN HIGH INCOME FUND    
DODGE & COX INCOME FD 37,631 37,873
DOUBLELINE TOTAL RETURN BOND 38,590 38,303
ISHARES BARCLAYS INTERMEDIATE    
GOLDMAN SACHS ABS RETURN TRACK    
ABBEY CAP MULTI ASSET FD    
DEUTSCHE REAL ASSETS INST    
BAIRD FDS INC INTER BD INSTL 185,958 188,977
BLACKROCK FDS II STRG OPP INST 67,898 67,189
GUGGENHEIM LIMITED DURATION 38,373 38,967
VANGUARD SHORT-TERM BOND ETF 74,538 75,647

TY 2024 InvestmentsCorpStockSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Name of Stock End of Year Book Value End of Year Fair Market Value
ESG AWARE MSCI    
BAILLIE GIFFORD EMRG MKTS 35,166 35,801
BROWN ADVISORY SUSTAINABLE GRO 198,499 239,438
CALVERT EMERGING MARKETS EQUIT    
FIDELITY INTERNATIONAL INDEX F 65,510 69,015
FIDELITY 500 INDEX FD INST 376,532 502,346
SEAFARER OVERSEAS GR AND INCOM 38,077 36,779
GRANDEUR PEAK INTL    
JPMORGAN TR I EQTY INCOME    
VANGUARD EXTENDED MARKET ETF    
CONESTOGA FDS SMALL CAP INSTL 58,639 55,117
DODGE & COX INTL STOCK FUND 36,007 33,729
FIDELITY EXTENDED MARKET INDEX 28,805 27,088
INVESCO EXCHANGE-TRADED FD TR 212,476 251,631
ISHARES CORE MSCI EMK ETF 52,659 49,870
MFS INTERNATIONAL EQUITY FUND 36,007 34,206
ALLSPRING SPECIAL MID CAP VALU 58,639 52,286
GOLDMAN SACHS ABS RETURN TRACK 18,201 19,474
ABBEY CAP MULTI ASSET FD 18,695 18,808

TY 2024 LegalFeesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,500     1,500


TY 2024 OtherAssetsSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
COHEN & STEERS REALTY SHARES I   29,336 29,279
ISHARES S&P GLOB INFRAS INDEX   29,321 29,585


TY 2024 OtherDecreasesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Description Amount
RETURN OF CAPITAL ADJUSTMENTS 33
2024 TRANSACTION POSTED IN 2025 611
ADJUSTMENT TO INCOME 7
ROUNDING 1


TY 2024 OtherExpensesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
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:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Description Amount
2023 TRANSACTIONS POSTED IN 2024 817
RECOVERY OF PRIOR YEAR GRANTS 800
2024 DISTRIBUTIONS REVERSED IN 2025 12,500


TY 2024 OtherProfessionalFeesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 20,004 20,004    


TY 2024 TaxesSchedule
Name:
RICHARD D HANNAN FAMILY FOUNDATION FIFTH
EIN:
31-1482697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 9,500 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,837 0   0
FOREIGN TAXES ON QUALIFIED FOR 489 489   0
FOREIGN TAXES ON NONQUALIFIED 167 167   0