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
THE RAYMOND JOHN WEAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)147 WEST MARKET STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WARREN, OH44481
A Employer identification number

34-6505038
B Telephone number (see instructions)

(330) 394-5600
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$91,841,097J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,729,184 1,729,184  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,828,325
b Gross sales price for all assets on line 6a 30,560,398
7 Capital gain net income (from Part IV, line 2)... 1,828,325
8 Net short-term capital gain.........  
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........ 3,557,509 3,557,509  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 213,716 0   213,716
14 Other employee salaries and wages...... 336,901 0   336,901
15 Pension plans, employee benefits....... 88,527 0   88,527
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
382 0   382
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60,846 30,423   30,423
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
837,119 425,329   411,790
17 Interest............... 99,532 0   99,532
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
88,816 0   45,702
19 Depreciation (attach schedule) and depletion... 88,649 0  
20 Occupancy.............. 111,958 0   111,958
21 Travel, conferences, and meetings....... 33,871 0   33,871
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
247,316 0   269,984
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,207,633 455,752   1,642,786
25 Contributions, gifts, grants paid....... 2,239,134 2,674,064
26 Total expenses and disbursements. Add lines 24 and 25 4,446,767 455,752   4,316,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -889,258
b Net investment income (if negative, enter -0-) 3,101,757
c Adjusted net income (if negative, enter -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............. 823,433 322,147 322,147
2 Savings and temporary cash investments......... 5,990,232 3,380,248 3,380,248
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 114,674 29,333 29,333
10a Investments—U.S. and state government obligations (attach schedule) 5,719,156 Click to see attachment
List of Attached Documents:
// Content
3,850,926 		3,850,926
b Investments—corporate stock (attach schedule)....... 62,824,429 Click to see attachment
List of Attached Documents:
// Content
69,654,639 		69,654,639
c Investments—corporate bonds (attach schedule)....... 2,906,589 Click to see attachment
List of Attached Documents:
// Content
4,668,028 		4,668,028
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).......... 7,246,933 Click to see attachment
List of Attached Documents:
// Content
7,646,715 		7,646,715
14 Land, buildings, and equipment: basis right arrow3,306,066
Less: accumulated depreciation (attach schedule) right arrow1,141,338 2,230,709 2,164,728 2,164,728
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
130,924 		Click to see attachment
List of Attached Documents:
// Content
124,333 		Click to see attachment
List of Attached Documents:
// Content
124,333
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 87,987,079 91,841,097 91,841,097
Liabilities 17 Accounts payable and accrued expenses.......... 144,626 143,041
18 Grants payable................. 2,751,275 2,316,345
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,561,908 1,561,908
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 4,457,809 4,021,294
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........... 83,529,270 87,819,803
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........    
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)..... 83,529,270 87,819,803
30 Total liabilities and net assets/fund balances (see instructions). 87,987,079 91,841,097
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
83,529,270
2
Enter amount from Part I, line 27a .....................
2
-889,258
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,179,791
4
Add lines 1, 2, and 3 ..........................
4
87,819,803
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
87,819,803
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 30,560,398   28,732,073 1,828,325
b
c
d
e
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       1,828,325
b
c
d
e
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 1,828,325
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 43,114
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 43,114
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 43,114
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,136
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 26,200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 46,336
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 3,222
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,222 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.WEANFOUNDATION.ORG
14
The books are in care ofright arrowTHE RAYMOND JOHN WEAN FOUNDATION Telephone no.right arrow (330) 394-5600

Located atright arrow147 WEST MARKET STREETWARRENOH ZIP+4right arrow44481
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
GORDON B WEAN CHAIRMAN
15.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
MOLLY SEALS VICE CHAIR
2.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
DANTE CAPERS BOARD MEMBER
2.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
CARLA BALDWIN BOARD MEMBER
2.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
SARA DAUGHERTY SECRETARY
2.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
STANLEY ELKINS BOARD MEMBER
2.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
VINCENT E PETERSON BOARD MEMBER
2.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
JENNIFER E ROLLER PRESIDENT
40.00 		213,716 20,857 0
147 WEST MARKET ST
WARREN,OH44481
SARAH LOWRY BOARD MEMBER
2.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
SYBIL WEST BOARD MEMBER
2.00 		0 0 0
147 WEST MARKET ST
WARREN,OH44481
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
FALLON PETERSON SENIOR DIRECTOR OF P
40.00 		116,005 11,382 0
147 WEST MARKET ST
WARREN,OH44481
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
GLENMEDE TRUSTEE FEES 409,652
1650 MARKET ST SUITE 1200
PHILADELPHIA,PA19103
THIRDSPACE ACTION LAB LLC CONSULTING 75,872
1464 E 105TH ST 302
CLEVELAND,OH44106
DOUBLE SUGAR CONSULTING 54,652
7201 W CLINTON AVENUE
CLEVELAND,OH44102
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 NONE 0
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
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
83,776,699
b
Average of monthly cash balances.......................
1b
4,116,524
c
Fair market value of all other assets (see instructions)................
1c
2,779,946
d
Total (add lines 1a, b, and c).........................
1d
90,673,169
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
90,673,169
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,360,098
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
89,313,071
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,465,654
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
4,465,654
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
43,114
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
43,114
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,422,540
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,422,540
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
4,422,540
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
4,316,850
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,316,850
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 4,422,540
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......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 513,832
f Total of lines 3a through e ........ 513,832
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,316,850
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)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2024 distributable amount..... 4,316,850
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 105,690 105,690
(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 5 408,142
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 ...... 		408,142
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 408,142
e Excess from 2024....  
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:
CHYNA MITCHELL
147 WEST MARKET STREET
WARREN,OH44481
(330) 394-5600
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED THROUGH THE FOUNDATIONS WEBSITE AT WWW.WEANFOUNDATION.ORG
cAny submission deadlines:
THERE ARE QUARTERLY DEADLINES FOR GRANTS OVER $5,000. ALL OTHER GRANTS HAVE ANNUAL DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOUNDATIONS WEBSITE AT WWW.WEANFOUNDATION.ORG FOR ADDITIONAL DETAILS, RESTRICTIONS AND LIMITATIONS
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

ACTION INC

400 WEST AVE
ROCHESTER,NY14611 		  PC GENERAL OPERATING SUPPORT 5,000

AFRICAN AMERICAN MALE WELLNESS AGENCY

139 E BOARDMAN ST
YOUNGSTOWN,OH44503 		  PC GENERAL OPERATING SUPPORT 25,000

AGAPE ASSEMBLY CHURCH

426 NEVADA AVENUE
WARREN,OH44485 		  PC GENERAL OPERATING SUPPORT 4,500

AMERICAN RED CROSS OF GREATER AKRON AND THE MAHONING VALLEY

25 N CANFIELD RD
AUSTINTOWN,OH44515 		  PC GENERAL OPERATING SUPPORT 8,000

ANDREA MAHONE FOUNDATION

PO BOX 6400
YOUNGSTOWN,OH44501 		  PC GENERAL OPERATING SUPPORT 5,000

ASSOCIATED NEIGHBORHOOD CENTERS MCGUFFEY CENTRE

1649 JACOBS ROAD
YOUNGSTOWN,OH44505 		  PC GENERAL OPERATING SUPPORT 5,000

BESS PURPOSE INCORPORATED

PO BOX 54
STRUTHERS,OH44471 		  PC GENERAL OPERATING SUPPORT 1,500

BLESSED WITH A BAG

1409 WOODLAND ST NE
WARREN,OH44485 		  PC GENERAL OPERATING SUPPORT 1,000

BRIDGEWAY CAPITAL

707 GRANT STREET SUITE 1920
PITTSBURGH,PA15219 		  PC GENERAL OPERATING SUPPORT 66,000

BRITE ENERGY INNOVATORS

125 W MARKET ST
WARREN,OH44481 		  PC GENERAL OPERATING SUPPORT 1,500

CATHOLIC CHARITIES REGIONAL AGENCY

319 W RAYEN AVE
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 3,000

COALITION OF IMMOKALEE WORKERS

PO BOX 603
IMMOKALEE,FL34143 		  PC GENERAL OPERATING SUPPORT 2,000

COLEMAN PROFESSIONAL SERVICES

611 BELMONT AVENUE
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 2,500

COMMON CAUSE EDUCATION FUND

805 15TH STREET NW SUITE 800
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 2,000

COMMUNITY CONNECTION

939 TAIT RD
WARREN,OH44481 		  PC GENERAL OPERATING SUPPORT 500

COMMUNITY FOUNDATION OF THE MV

201 E COMMERCE ST 150
YOUNGSTOWN,OH44503 		  PC THE WEAN PARK FUND/EMERGENCY AID 131,000

COMMUNITY LEGAL AID SERVICES INC

25 E BOARDMAN STREET SUITE 520
YOUNGSTOWN,OH44503 		  PC ECONOMIC OPPORTUNITY 4,000

COMMUNITY VOLUNTEER COUNCIL

1642 W MARKET ST
WARREN,OH44485 		  PC GENERAL OPERATING SUPPORT 500

DIRECTION HOME OF EASTERN OHIO

1030 N MERIDIAN ROAD
YOUNGSTOWN,OH44509 		  PC GENERAL OPERATING SUPPORT 5,000

DOROTHY DAY HOUSE

620 BELMONT AVE
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 5,000

ECONOMIC ACTION GROUP INC

100 E FEDERAL STREET
YOUNGSTOWN,OH44509 		  PC GENERAL OPERATING SUPPORT 25,540

EDWINS LEADERSHIP AND RESTAURANT INSTITUTE

13101 SHAKER SQUARE
CLEVELAND,OH44120 		  PC GENERAL OPERATING SUPPORT 1,000

EMPOWER SPORTS

3210 EUCLID AVE
CLEVELAND,OH44115 		  PC GENERAL OPERATING SUPPORT 500

ENGLISH CENTER

323 WICK AVENUE SUITE 5
YOUNGSTOWN,OH44503 		  PC GENERAL OPERATING SUPPORT 2,500

EQUALITY OHIO EDUCATION FUN

2121 EUCLID AVENUE LB 138
CLEVELAND,OH44115 		  PC GENERAL OPERATING SUPPORT 3,000

EVOLVE INNOVATION CENTER

3212 MAHONING AVENUE SUITE 4
YOUNGSTOWN,OH44509 		  PC GENERAL OPERATING SUPPORT 5,000

FAIR SHAKE ENVIRONMENTAL LEGAL SERVICES

6425 LIVING PLACE SUITE 200
PITTSBURGH,PA15205 		  PC GENERAL OPERATING SUPPORT 3,000

FREEDOM ROC

848 W EXCHANGE ST
AKRON,OH44302 		  PC GENERAL OPERATING SUPPORT 132,500

FRIENDS OF THE MAHONING RIVER

19 N MARKET ST UNIT 125
GIRARD,OH44420 		  PC GENERAL OPERATING SUPPORT 5,000

FUND FOR OUR ECONOMIC FUTURE

4415 EUCLID AVENUE
CLEVELAND,OH44103 		  PC ADVANCING GROWTH & OPPORTUNITY IN NE OH 43,334

FUTURE HEIGHTS

2843 WASHINGTON BLVD 105
CLEVELAND HEIGHTS,OH44118 		  PC GENERAL OPERATING SUPPORT 3,000

GAME CHANGERS

125 W MARKET ST
WARREN,OH44481 		  PC GENERAL OPERATING SUPPORT 9,900

GOLDEN STRING INC

16 S PHELPS ST
YOUNGSTOWN,OH44503 		  PC GENERAL OPERATING SUPPORT 5,000

GREATER CLEVELAND NEIGHBORHOOD CENTERS

1814 E 40TH ST
CLEVELAND,OH44103 		  PC GENERAL OPERATING SUPPORT/OHIO TRANSFORMATION FUND 12,000

GREATER MAHONING VALLEY MANUFACTURES COALITION

1507 HILLMAN ST
YOUNGSTOWN,OH44507 		  PC GENERAL OPERATING SUPPORT 2,500

HEALTH POLICY INSTITUTE OF OHIO

140 E TOWN STREET SUITE 1000
COLUMBUS,OH43215 		  PC GENERAL OPERATING SUPPORT 5,000

HEART REACH NEIGHBORHOOD MINISTRIES

211 REDONDO RD
YOUNGSTOWN,OH44504 		  PC GENERAL OPERATING SUPPORT 57,000

HELP NETWORK OF NORTHEAST OHIO

PO BOX 46
YOUNGSTOWN,OH44501 		  PC GENERAL OPERATING SUPPORT 5,000

HOLA FEST YOUNGSTOWN

3221 QUENTIN DRIVE
YOUNGSTOWN,OH44511 		  PC GENERAL OPERATING SUPPORT 5,000

INNOVATION OHIO EDUCATION FUND

797 N WALL STREET UNIT 309 W
COLUMBUS,OH43215 		  PC GENERAL OPERATING SUPPORT 2,000

INSPIRING MINDS

837 WOODLAND STREET
WARREN,OH44483 		  PC GENERAL OPERATING SUPPORT 60,000

JUNIOR LEAGUE OF THE MAHONING VALLEY

201 E COMMERCE ST 320
YOUNGSTOWN,OH44503 		  PC GENERAL OPERATING SUPPORT 3,000

KENT STATE UNIVERSITY FOUNDATION

PO BOX 5190
KENT,OH44242 		  PC GENERAL OPERATING SUPPORT/BUILDING BLACK LEADERS PROGRAM 6,000

LAWYER'S COMMITTEE FOR CIVIL RIGHTS UNDER LAW

1500 K STREET NW SUITE 900
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 1,500

LIT YOUNGSTOWN

323 WICK AVE
YOUNGSTOWN,OH44505 		  PC GENERAL OPERATING SUPPORT 10,000

LOVE YOUR COMMUNITY

1959 BIANCO AVENUE
NILES,OH44446 		  PC GENERAL OPERATING SUPPORT 1,500

MAHONING VALLEY SOJOURN TO THE PAST

4117 OAK KNOLL DR
YOUNGSTOWN,OH44512 		  PC GENERAL OPERATING SUPPORT 11,000

MAHONING YOUNGSTOWN COMMUNITY ACTION PARTNERSHIP

1325 FIFTH AVENUE
YOUNGSTOWN,OH44504 		  PC GENERAL OPERATING SUPPORT 3,000

MERCY HEALTH FOUNDATION MAHONING VALLEY

7676 MARKET ST
BOARDMAN,OH44512 		  PC GENERAL OPERATING SUPPORT 1,500

MOBILEMED 1 INC

1625 E 31ST ST
CLEVELAND,OH44114 		  PC GENERAL OPERATING SUPPORT 500

MONUMENT OF FAITH CHURCH OF GOD IN CHRIST

PO BOX 62
WARREN,OH44482 		  PC OUTREACH/BASEMENT PROJECT 3,500

NAACP- YOUNGSTOWN BRANCH

1350 FIFTH AVE SUITE 202
YOUNGSTOWN,OH44504 		  PC GENERAL OPERATING SUPPORT 6,000

OH WOW CHILDREN'S CENTER FOR SCIENCE & TECHNOLOGY

15 CENTRAL SQUARE
YOUNGSTOWN,OH44485 		  PC GENERAL OPERATING SUPPORT 5,000

OHIO CITIZEN ACTION EDUCATION FUND

614 W SUPERIOR AVE STE 1200
CLEVELAND,OH44113 		  PC GENERAL OPERATING SUPPORT 2,000

OHIO ORGANIZING COLLABORATIVE

25 EAST BOARDMAN STREET SUITE 428
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 5,000

ORGANIZACION CIVICA Y CULTURAL HISPANA AMERICANA INC

3660 SHIRLEY RD
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 100,000

PARADISE GARDENS DEVELOPMENT

858 5TH ST SW
WARREN,OH44485 		  PC GENERAL OPERATING SUPPORT 12,000

PBS WESTERN RESERVE

1750 W CAMPUS CENTER DRIVE
KENT,OH44240 		  PC GENERAL OPERTAING SUPPORT 5,000

PHILANTHROPY OHIO

500 S FRONT ST 900
COLUMBUS,OH43215 		  PC GENERAL OPERATING SUPPORT 7,500

PROTESTANT FAMILY SERVICE

2915 GLENWOOD AVE UNIT 6
YOUNGSTOWN,OH44511 		  PC GENERAL OPERATING SUPPORT 5,000

PROVIDENCE BAPTIST CHURCH

458 MADISON AVE
AKRON,OH44320 		  PC GENERAL OPERATING SUPPORT 10,500

RESCUE MISSION OF MAHONING VALLEY

1300 MARTIN LUTHER KING JR BLVD
YOUNGSTOWN,OH55510 		  PC GENERAL OPERATING SUPPORT 2,500

SAFE ZONES

496 GLENWOOD SUITE 105
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 7,000

SMARTS

OHIO ONE 25 EAST BOARDMAN ST FIRST
FLOOR
YOUNGSTOWN,OH44503 		  PC GENERAL OPERATING SUPPORT 2,500

SOCIETY OF ST VINCENT DE PAUL NORTHEAST OHIO DISTRICT COUNCIL INC

2431 NILES RD SE
WARREN,OH44484 		  PC GENERAL OPERATING SUPPORT 2,500

STEM IS US 20

5304 NASHUA DR
YOUNGSTOWN,OH44515 		  PC GENERAL OPERTAING SUPPORT 4,980

TABERNACLE BAPTIST CHURCH

707 ARLINGTON ST
YOUNGSTOWN,OH44510 		  PC GENERAL OPERATING SUPPORT 6,000

THE HELMS FOUNDATION

153 PINE AVE NE
WARREN,OH44481 		  PC GENERAL OPERTAING SUPPORT 5,000

THE SALVATION ARMY - WARREN

270 FRANKLIN ST SE
WARREN,OH44483 		  PC GENERAL OPERATING SUPPORT 6,500

THE STATES NEWSROOM

50 F ST NW STE 460
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 2,500

THRIVE MAHONING VALLEY

436 STRUTHERS COITSVILLE RD
LOWELLVILLE,OH44436 		  PC GENERAL OPERATING SUPPORT 5,000

TORCH CONFERENCE

2889 WILLIAMSBURG ST NW
WARREN,OH44485 		  PC GENERAL OPERATING SUPPORT 3,100

TRUMBULL COMMUNITY ACTION PROGRAM

1230 PALMYRA ROAD SW
WARREN,OH44485 		  PC GENERAL OPERATING SUPPORT 10,000

TRUMBULL COUNTY HISTORICAL SOCIETY

328 MAHONING AVE NW
WARREN,OH44483 		  PC GENERAL OPERATING SUPPORT 5,000

TRUMBULL COUNTY YOUTH ORGANIZATION

123 N PLEASANT AVE
NILES,OH44446 		  PC GENERAL OPERATING SUPPORT 500

TRUMBULL MOBILE MEALS

323 E MARKET ST
WARREN,OH44481 		  PC GENERAL OPERATING SUPPORT 5,000

TRUMBULL NEIGHBORHOOD PARTNERSHIP

736 MAHONING AVE
WARREN,OH44483 		  PC GENERAL OPERATING SUPPORT 589,900

UNITED RETURNING CITIZENS

611 BELMONT AVENUE
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 86,500

UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY

255 WATT STREET
YOUNGSTOWN,OH44505 		  PC GENERAL OPERATING SUPPORT 5,000

URSULINE SISTERS MISSION

4280 SHIELDS RD
CANFIELD,OH44406 		  PC GENERAL OPERATING SUPPORT 5,000

VALLEY ECONOMIC DEVELOPMENT PARTNERS INC

4319 BELMONT AVE
YOUNGSTOWN,OH44505 		  PC GENERAL OPERATING SUPPORT 154,000

WARREN CITY SCHOOLS

105 HIGH STREET NE
WARREN,OH44481 		  PC GENERAL OPERATING SUPPORT 6,100

WARREN HERITAGE CENTER

PO BOX 426
WARREN,OH44482 		  PC GENERAL OPERATING SUPPORT 15,810

WARREN LITTLE RAIDERS

PO BOX 972
WARREN,OH44482 		  PC GENERAL OPERATING SUPPORT 2,500

WE ARE A GENERATION

3221 QUENTIN DRIVE
YOUNGSTOWN,OH44511 		  PC GENERAL OPERTAING SUPPORT 5,000

WILL RESPECT INC

953 EAST PHILADELPHIA AVE
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 4,500

WYSU-FM

1 TRESSEL WAY MELNICK HALL
YOUNGSTOWN,OH44555 		  PC GENERAL OPERATING SUPPORT 8,000

YMCA

17 NORTH CHAMPION STREET
YOUNGSTOWN,OH44503 		  PC GENERAL OPERATING SUPPORT 5,500

YOUNGSTOWN AREA GOODWILL INDUSTRIES

2747 BELMONT AVE
YOUNGSTOWN,OH44505 		  PC GENERAL OPERATING SUPPORT 5,000

YOUNGSTOWN CITY SCHOOLS DISTRICT

474 BENNINGTON AVE
YOUNGSTOWN,OH44505 		  PC GENERAL OPERATING SUPPORT 155,400

YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORP

820 CANFIELD ROAD
YOUNGSTOWN,OH44511 		  PC GENERAL OPERATING SUPPORT 665,000

YOUNGSTOWN PLAYHOUSE

PO BOX 11108
YOUNGSTOWN,OH44511 		  PC GENERAL OPERATING SUPPORT 7,500

YOUNGSTOWN URBAN MINORITY ALCOHOLISM AND DRUG ABUSE OUTREACH PROGRAM INC

1327 FLORENCEDALE AVENUE
YOUNGSTOWN,OH44505 		  PC GENERAL OPERATING SUPPORT 5,000

YWCA MAHONING VALLEY

25 W RAYEN AVE
YOUNGSTOWN,OH44503 		  PC GENERAL OPERATING SUPPORT 15,000
Total .................................right arrow 3a 2,674,064
bApproved for future payment

TRUMBULL NEIGHBORHOOD PARTNERSHIP
736 MAHONING AVE
WARREN,OH44483 		  PC GENERAL OPERATING SUPPORT/NEIGHBORHOOD ORGANIZING/STRATEGIC FELLOWSHIP 650,000

UNITED RETURNING CITIZENS
611 BELMONT AVENUE
YOUNGSTOWN,OH44502 		  PC GENERAL OPERATING SUPPORT 165,000

YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORP
820 CANFIELD ROAD
YOUNGSTOWN,OH44511 		  PC GENERAL OPERATING SUPPORT/NEIGHBORHOOD ORGANIZING/STRATEGIC FELLOWSHIP 800,000
Total ................................. right arrow 3b 1,615,000
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 1,729,184  
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 1,828,325  
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) .. 0 3,557,509 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,557,509
(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:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 60,846 30,423   30,423

TY 2024 AllOthProgRltdInvestmentsSch
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Category Amount
NONE 0

TY 2024 DistributionFromCorpusElection
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Election:
PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING UNDISTRIBUTED INCOME FROM:TAX YEAR 2006: $352,263TAX YEAR 2007: $274,385TAX YEAR 2008: $633,254TAX YEAR 2009: $571,914TAX YEAR 2010: $492,398TOTAL: $2,324,214

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 4,668,028 4,668,028

TY 2024 InvestmentsCorpStockSchedule
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS & MUTUAL FUNDS 69,654,639 69,654,639

TY 2024 InvestmentsGovtObligationsSch
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
US Government Securities - End of Year Book Value:

3,850,926
US Government Securities - End of Year Fair Market Value:

3,850,926
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HEDGE FUNDS FMV 7,646,715 7,646,715

TY 2024 LegalFeesSchedule
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 382 0   382


TY 2024 OtherAssetsSchedule
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME 130,924 124,333 124,333


TY 2024 OtherExpensesSchedule
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMMUNICATIONS 13,871 0   13,871
DUES, MEMBERSHIPS & SUBSCRIPTIONS 40,952 0   40,952
MISCELLANEOUS EXPENSE 66,384 0   66,384
OFFICE SUPPLIES 9,912 0   9,912
CONSULTING 84,216 0   84,216
INSURANCE 10,441 0   10,441
MARKETING/PROMOTIONAL 21,540 0   21,540
FIXED ASSET ADDITIONS 0 0   22,668


TY 2024 OtherIncreasesSchedule
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Description Amount
UNREALIZED INVESTMENT GAINS 5,179,791


TY 2024 OtherProfessionalFeesSchedule
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNER & PROVIDER PROFESSIONAL FEES 304,243 0   304,243
OTHER PROFESSIONAL FEES 107,547 0   107,547
TRUSTEE FEES 425,329 425,329   0


TY 2024 TaxesSchedule
Name:
THE RAYMOND JOHN WEAN FOUNDATION
EIN:
34-6505038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 45,702 0   45,702
EXCISE TAXES 43,114 0   0