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
WILFORD E NICHOLS FBO GRELTON
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

34-6571697
B Telephone number (see instructions)

(419) 259-7018
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$4,561,431J 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... 154,358 153,042  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,448,913
b Gross sales price for all assets on line 6a 3,829,263
7 Capital gain net income (from Part IV, line 2)... 1,448,913
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19 19  
12 Total. Add lines 1 through 11........ 1,603,290 1,601,974  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,622 29,298   7,324
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
500     500
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,763 1,324   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.......... 40,085 30,622 0 8,024
25 Contributions, gifts, grants paid....... 184,473 184,473
26 Total expenses and disbursements. Add lines 24 and 25 224,558 30,622 0 192,497
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,378,732
b Net investment income (if negative, enter -0-) 1,571,352
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 192,698 117,313 117,313
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) 6,463    
b Investments—corporate stock (attach schedule)....... 565,649 Click to see attachment
List of Attached Documents:
// Content
1,072,022 		1,387,411
c Investments—corporate bonds (attach schedule)....... 909,876 Click to see attachment
List of Attached Documents:
// Content
25,000 		23,953
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).......... 963,431 Click to see attachment
List of Attached Documents:
// Content
2,796,956 		3,032,754
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,638,117 4,011,291 4,561,431
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........ 2,638,117 4,011,291
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)..... 2,638,117 4,011,291
30 Total liabilities and net assets/fund balances (see instructions). 2,638,117 4,011,291
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
2,638,117
2
Enter amount from Part I, line 27a .....................
2
1,378,732
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,338
4
Add lines 1, 2, and 3 ..........................
4
4,019,187
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,896
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,011,291
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 20.96 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-01-31
b 21.07 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-02-29
c 100000. CREDIT SUISSE SPX FXD CPN CALL 3.56% CPN, 20% GRD BUFFER   2021-08-27 2024-03-04
d 21.17 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-03-31
e 1030. AT&T INC     2024-04-26
80. AVERY DENNISON CORP   2022-06-21 2024-04-26
75. DOLLAR GENERAL CORP   2020-12-09 2024-04-26
375. PFIZER INC   2009-09-16 2024-04-26
75. TARGET CORP   2022-10-21 2024-04-26
21.28 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-04-30
21.7 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-05-31
21.81 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-06-30
21.6 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-07-31
50000. AMERICAN EXPRESS CO CALL 03/03/2029 UNSC   2023-03-28 2024-08-12
50000. AMGEN INC CALL 06/18/2029 UNSC   2023-03-28 2024-08-12
50000. BANK OF AMERICA CORP   2017-12-21 2024-08-12
50000. BRISTOL-MYERS SQUIBB CO UNSC   2019-02-25 2024-08-12
100000. CVS HEALTH CORP CALL 04/20/2025 @ 100.00   2016-03-09 2024-08-12
50000. CAMPBELL SOUP CO CALL 01/15/2025 UNSC   2018-04-17 2024-08-12
50000. DUKE ENERGY CORP   2022-10-21 2024-08-12
100000. MCDONALD'S CORP CALL 10/30/2025 @ 100.00   2018-04-17 2024-08-12
50000. MORGAN STANLEY   2018-10-18 2024-08-12
50000. NEXTERA ENERGY CAPITAL UNSC   2023-02-15 2024-08-12
50000. NUCOR CORP CALL 04/23/2027 UNSC   2022-10-21 2024-08-12
50000. PEPSICO INC   2023-04-12 2024-08-12
50000. VERIZON COMMUNICATIONS   2022-10-21 2024-08-12
659.968 DODGE & COX INCOME FUND   2024-03-13 2024-08-26
70.715 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2024-08-26
24. ISHARES U S TREASURY BOND   2023-05-25 2024-08-26
1282.784 ALLSPRING CORE BOND FUND   2024-03-13 2024-08-26
2110.079 WESTERN ASSET CORE PLUS   2024-03-13 2024-08-26
12717.354 WESTERN ASSET CORE PLUS     2024-08-26
23.43 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-08-31
22.15 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-09-30
26.726 BLACKROCK TOTAL RETURN-I   2024-08-26 2024-10-08
1865.876 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2024-10-08
20.947 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2024-10-08
508.31 ALLSPRING CORE BOND FUND   2024-03-13 2024-10-08
750.92 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
21.94 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-10-31
400. ISHARES MSCI USA MIN VOL FACTOR   2024-04-26 2024-11-22
20000. ABBVIE INC   2024-08-12 2024-11-25
45000. ALPHABET INC   2024-08-12 2024-11-25
45000. AMAZON.COM INC   2024-08-12 2024-11-25
45000. APPLE INC   2024-08-12 2024-11-25
30000. BANK OF AMERICA CORP   2024-08-12 2024-11-25
40000. CHEVRON USA INC   2024-08-12 2024-11-25
35000. WALT DISNEY COMPANY/THE   2024-08-12 2024-11-25
20000. DUKE ENERGY CORP   2024-08-12 2024-11-25
40000. EXXON MOBIL CORPORATION   2024-08-12 2024-11-25
25000. META PLATFORMS INC   2024-08-12 2024-11-25
5952.36 GOVT NATL MTG ASSN I POOL 718341   2009-11-12 2024-11-25
20000. GOLDMAN SACHS GROUP INC   2024-08-12 2024-11-25
30000. JPMORGAN CHASE & CO   2024-08-12 2024-11-25
50000. MICROSOFT CORP   2024-08-12 2024-11-25
20000. NETFLIX INC   2024-08-12 2024-11-25
20000. NEXTERA ENERGY CAPITAL   2024-08-12 2024-11-25
20000. ORACLE CORP   2024-08-12 2024-11-25
25000. PHILIP MORRIS INTL INC   2024-08-12 2024-11-25
20000. REPUBLIC SERVICES INC   2024-08-12 2024-11-25
50000. ROYAL BANK OF CANADA   2022-06-21 2024-11-25
30000. TOYOTA MOTOR CREDIT CORP   2024-08-12 2024-11-25
35000. US BANCORP   2024-08-12 2024-11-25
25000. VISA INC   2024-08-12 2024-11-25
40000. WALMART INC   2024-08-12 2024-11-25
20000. WELLS FARGO & COMPANY   2024-08-12 2024-11-25
20000. WISCONSIN ELECTRIC POWER   2024-08-12 2024-11-25
438. BLACKSTONE INC   2015-03-11 2024-12-06
353. CISCO SYSTEMS INC   2013-04-30 2024-12-06
365. COMCAST CORPORATION CL A   2009-06-04 2024-12-06
232. EXTRA SPACE STORAGE INC   2015-03-11 2024-12-06
189. HOME DEPOT INC     2024-12-06
627. INTEL CORP     2024-12-06
271. KIMBERLY-CLARK CORP   2009-06-25 2024-12-06
309. ELI LILLY & CO   2009-07-22 2024-12-06
138. MCDONALD'S CORP     2024-12-06
549. METLIFE INC.     2024-12-06
421. NEXTERA ENERGY INC   2011-03-16 2024-12-06
155. PEPSICO INC   2002-11-15 2024-12-06
406. PFIZER INC     2024-12-06
565. US BANCORP DEL     2024-12-06
239. WASTE MANAGEMENT INC     2024-12-06
76. ABBOTT LABORATORIES INC   2016-07-07 2024-12-09
38. AIR PRODUCTS & CHEMICALS INC   2020-12-09 2024-12-09
203. ALPHABET INC/CA-CL A   2011-05-25 2024-12-09
85. AMGEN INC   2016-02-03 2024-12-09
727. APPLE INC     2024-12-09
41. BLACKSTONE INC   2015-03-11 2024-12-09
134. CHEVRON CORPORATION     2024-12-09
232. CISCO SYSTEMS INC   2013-04-30 2024-12-09
96. COCA COLA CO   2022-06-21 2024-12-09
227. COMCAST CORPORATION CL A   2009-06-04 2024-12-09
11. EXTRA SPACE STORAGE INC   2015-03-11 2024-12-09
213. EXXON MOBIL CORP   2021-03-18 2024-12-09
450. FOX CORP - CLASS A - W/I   2022-07-22 2024-12-09
57. HOME DEPOT INC     2024-12-09
156. HONEYWELL INTL INC   2003-11-21 2024-12-09
253. INTEL CORP     2024-12-09
221. JPMORGAN CHASE & CO   2016-01-14 2024-12-09
34. JOHNSON & JOHNSON   2016-02-03 2024-12-09
18. KIMBERLY-CLARK CORP   2009-06-25 2024-12-09
44. ELI LILLY & CO   2009-07-22 2024-12-09
43. LOCKHEED MARTIN CORP   2016-01-14 2024-12-09
42. MCDONALD'S CORP     2024-12-09
33. METLIFE INC.     2024-12-09
464. MICROSOFT CORP     2024-12-09
121. NEXTERA ENERGY INC   2011-03-16 2024-12-09
83. PEPSICO INC   2002-11-15 2024-12-09
336. PFIZER INC     2024-12-09
137. PROCTER & GAMBLE CO   2004-08-02 2024-12-09
160. QUANTA SVCS INC   2022-07-22 2024-12-09
125. TEXAS INSTRUMENTS INC   2016-01-14 2024-12-09
93. THE TRAVELERS COS INC   2009-03-12 2024-12-09
87. US BANCORP DEL     2024-12-09
57. UNION PACIFIC CORP   2021-09-29 2024-12-09
232. VERIZON COMMUNICATIONS INC   2019-09-12 2024-12-09
20. WASTE MANAGEMENT INC     2024-12-09
39. CHUBB LTD   2023-05-19 2024-12-09
2200. VANGUARD FTSE EMERGING MARKETS     2024-12-10
890. ISHARES RUSSELL MID-CAP   2009-06-04 2024-12-13
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 21   22 -1
b 21   22 -1
c 100,000   100,000  
d 21   22 -1
e 16,954   19,583 -2,629
17,372   12,470 4,902
10,675   15,622 -4,947
9,474   5,807 3,667
12,335   11,870 465
21   22 -1
22   23 -1
22   23 -1
22   23 -1
49,361   48,849 512
48,805   48,439 366
49,487   50,350 -863
48,664   48,766 -102
98,761   100,543 -1,782
49,603   49,942 -339
49,426   47,670 1,756
98,604   100,186 -1,582
49,324   49,324  
49,892   49,892  
49,821   48,414 1,407
50,520   50,966 -446
49,579   47,425 2,154
8,547   8,283 264
638   624 14
560   551 9
14,495   14,123 372
20,109   19,771 338
121,196   123,589 -2,393
23   24 -1
22   23 -1
269   271 -2
16,625   16,457 168
257   256 1
5,693   5,596 97
8,410   8,253 157
22   23 -1
37,331   32,456 4,875
18,657   18,892 -235
41,069   41,069  
41,057   41,057  
40,509   40,534 -25
29,526   29,526  
39,486   39,516 -30
33,689   33,689  
20,063   20,057 6
39,779   39,768 11
24,404   24,462 -58
5,655   6,204 -549
19,321   19,327 -6
29,862   29,834 28
48,378   48,378  
20,852   21,020 -168
18,266   18,295 -29
21,168   21,314 -146
24,758   24,757 1
19,334   19,355 -21
48,905   48,905  
29,772   29,990 -218
33,783   33,783  
24,649   24,649  
37,726   37,726  
19,814   19,807 7
18,174   18,179 -5
82,002   13,386 68,616
21,105   7,392 13,713
15,695   2,622 13,073
37,737   14,904 22,833
81,334   5,380 75,954
13,054   10,844 2,210
36,622   13,545 23,077
257,198   10,655 246,543
41,576   10,554 31,022
46,978   16,466 30,512
31,578   5,664 25,914
24,620   6,952 17,668
10,393   5,680 4,713
29,351   10,693 18,658
53,326   7,027 46,299
8,732   3,142 5,590
12,008   10,212 1,796
35,634   2,622 33,012
23,490   12,581 10,909
179,060   16,171 162,889
7,646   1,253 6,393
21,364   22,490 -1,126
13,778   4,858 8,920
5,980   5,793 187
8,984   1,631 7,353
1,791   707 1,084
24,359   12,112 12,247
20,731   15,800 4,931
24,542   1,638 22,904
35,134   4,332 30,802
5,288   4,768 520
54,447   13,050 41,397
5,114   3,500 1,614
2,407   900 1,507
35,503   1,517 33,986
22,037   9,276 12,761
12,623   3,662 8,961
2,735   1,052 1,683
207,103   9,171 197,932
9,109   1,628 7,481
13,252   3,723 9,529
8,871   4,768 4,103
23,461   7,373 16,088
51,898   21,244 30,654
24,287   6,331 17,956
23,574   3,399 20,175
4,504   1,842 2,662
13,338   11,500 1,838
9,943   13,970 -4,027
4,353   595 3,758
10,864   7,872 2,992
102,659   90,473 12,186
82,315   14,962 67,353
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
      2,116
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
b       -1
c        
d       -1
e       -2,629
      4,902
      -4,947
      3,667
      465
      -1
      -1
      -1
      -1
      512
      366
      -863
      -102
      -1,782
      -339
      1,756
      -1,582
       
       
      1,407
      -446
      2,154
      264
      14
      9
      372
      338
      -2,393
      -1
      -1
      -2
      168
      1
      97
      157
      -1
      4,875
      -235
       
       
      -25
       
      -30
       
      6
      11
      -58
      -549
      -6
      28
       
      -168
      -29
      -146
      1
      -21
       
      -218
       
       
       
      7
      -5
      68,616
      13,713
      13,073
      22,833
      75,954
      2,210
      23,077
      246,543
      31,022
      30,512
      25,914
      17,668
      4,713
      18,658
      46,299
      5,590
      1,796
      33,012
      10,909
      162,889
      6,393
      -1,126
      8,920
      187
      7,353
      1,084
      12,247
      4,931
      22,904
      30,802
      520
      41,397
      1,614
      1,507
      33,986
      12,761
      8,961
      1,683
      197,932
      7,481
      9,529
      4,103
      16,088
      30,654
      17,956
      20,175
      2,662
      1,838
      -4,027
      3,758
      2,992
      12,186
      67,353
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,448,913
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 21,842
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 21,842
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,842
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,491
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 31,262
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,753
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 10,911
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow10,911 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (419) 259-7018

Located atright arrowPO BOX 94651CLEVELANDOH ZIP+4right arrow441014651
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
PNC BANK NA TRUSTEE
1 		36,622    
500 First Ave P7-PFSC-03-Z
PITTSBURGH,PA15219
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
4,530,296
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,530,296
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
4,530,296
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,954
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,462,342
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
223,117
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
223,117
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,842
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,842
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
201,275
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
201,275
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
201,275
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
192,497
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
192,497
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 7 201,275
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 184,473
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 192,497
a Applied to 2023, but not more than line 2a 184,473
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..... 8,024
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		193,251
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

GRELTON CEMETERY ASSOCIATION
ATTN DOUG ADAMS
PO BOX 17
GRELTON,OH435230017 		NONE NC GENERAL SUPPORT 184,473
Total .................................right arrow 3a 184,473
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 ....     14 148,256  
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 .....     14 6,102  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,448,913  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA 		    1 19  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,603,290  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,603,290
(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)
Yes
 
(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
1a(1) 184,473 GRELTON CEMETERY ASSOCIATION CASH CHARITABLE GRANT
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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
GRELTON CEMETERY ASSOCIATION
  		PO BOX 17
GRELTON,OH435230017 		2024-12-06 184,473 UPKEEP AND BEAUTIFICATION OF CEMETERY AS WELL AS LOCAL SCHOLARSHIPS PERMITTED BY COURT ORDER 184,473 NONE 5/08/2025    

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Name of Bond End of Year Book Value End of Year Fair Market Value
00206RCT7 AT&T INC CALL 11/17/    
06051GFS3 BANK OF AMERICA CORP    
06746XQP1 BARCLAYS SPX COUPON    
110122BB3 BRISTOL-MYERS SQUIBB    
126650CL2 CVS HEALTH CORP CALL    
134429BF5 CAMPBELL SOUP CO CAL    
172967HD6 CITIGROUP INC UNSC    
38141GRD8 GOLDMAN SACHS GROUP    
45687AAJ1 INGERSOLL-RAND GL HL    
58013MEY6 MCDONALD'S CORP CALL    
59156RBB3 METLIFE INC SER D UN    
61746BDZ6 MORGAN STANLEY UNSC    
78013XZG6 RBC SPX FIXED COUPON    
94974BFC9 WELLS FARGO & COMPAN    
06748EFN8 BARCLAYS SPX FXD CPN    
22533ADA2 CREDIT AG SPX FXD CP    
22552XT52 CREDIT SUISSE SPX FX    
48132THN9 JPM EM PART NON CALL 25,000 23,953
06748XFE6 BARCLAYS SPX FXD CPN    
26441CBS3 DUKE ENERGY CORP CAL    
40057NZ34 GOLDMAN SACHS SPX CA    
670346AY1 NUCOR CORP CALL 04/2    
78016EZD2 ROYAL BANK OF CANADA    
92343VER1 VERIZON COMMUNICATIO    
025816CW7 AMERICAN EXPRESS CO    
031162DH0 AMGEN INC CALL 06/18    
65339KBL3 NEXTERA ENERGY CAPIT    
713448FR4 PEPSICO INC CALL 04/    

TY 2024 InvestmentsCorpStockSchedule
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Name of Stock End of Year Book Value End of Year Fair Market Value
166764100 CHEVRON CORPORATION 7,162 6,663
256677105 DOLLAR GENERAL CORP 570 531
291011104 EMERSON ELECTRIC CO 2,358 2,231
437076102 HOME DEPOT INC 810 11,281
438516106 HONEYWELL INTL INC 528 4,292
458140100 INTEL CORP 1,684 2,406
478160104 JOHNSON & JOHNSON 6,794 9,545
494368103 KIMBERLY-CLARK CORP 550 1,441
532457108 ELI LILLY & CO 759 16,984
539830109 LOCKHEED MARTIN CORP 1,510 3,402
580135101 MCDONALD'S CORP 1,080 5,798
594918104 MICROSOFT CORP 3,553 86,829
713448108 PEPSICO INC 1,659 5,626
717081103 PFIZER INC 2,143 4,192
742718109 PROCTER & GAMBLE CO 3,391 10,562
882508104 TEXAS INSTRUMENTS IN 1,266 4,688
902973304 US BANCORP DEL COM N 712 2,296
89417E109 THE TRAVELERS COS IN 256 1,686
00206R102 AT&T INC 4,826 4,622
02079K305 ALPHABET INC/CA-CL A 3,836 56,222
09260D107 BLACKSTONE INC 681 3,621
17275R102 CISCO SYSTEMS INC 2,408 6,808
20030N101 COMCAST CORPORATION 776 4,053
30225T102 EXTRA SPACE STORAGE 450 1,047
46625H100 JPMORGAN CHASE & CO 4,665 18,937
59156R108 METLIFE INC. 478 1,474
65339F101 NEXTERA ENERGY INC 780 4,158
89832Q109 TRUIST FINANCIAL COR 2,034 1,865
92343V104 VERIZON COMMUNICATIO 7,105 4,719
94106L109 WASTE MANAGEMENT INC 317 2,220
002824100 ABBOTT LABORATORIES 2,026 5,542
009158106 AIR PRODUCTS & CHEMI 1,881 2,030
023135106 AMAZON COM INC 47,123 57,041
031162100 AMGEN INC 2,220 3,910
037833100 APPLE INC 7,184 105,928
30231G102 EXXON MOBIL CORP 6,937 13,124
907818108 UNION PACIFIC CORP 3,632 4,105
053611109 AVERY DENNISON CORP    
191216100 COCA COLA CO 6,276 6,475
35137L105 FOX CORP - CLASS A -    
74762E102 QUANTA SVCS INC 664 1,580
87612E106 TARGET CORP 1,910 1,893
H1467J104 CHUBB LTD SEDOL B3BQ 2,220 3,039
001055102 AFLAC INC 1,581 1,552
00287Y109 ABBVIE INC 8,687 8,707
00724F101 ADOBE INC 6,624 5,336
007903107 ADVANCED MICRO DEVIC 5,979 5,436
00846U101 AGILENT TECHNOLOGIES 1,579 1,478
009066101 AIRBNB INC-CLASS A 1,794 1,708
012653101 ALBEMARLE CORP 553 430
020002101 ALLSTATE CORP 1,608 1,542
02209S103 ALTRIA GROUP INC 2,740 2,562
025537101 AMERICAN ELECTRIC PO 1,641 1,568
025816109 AMERICAN EXPRESS CO 4,788 4,749
026874784 AMERICAN INTERNATION 1,491 1,456
03027X100 AMERICAN TOWER CORP 2,927 2,568
030420103 AMERICAN WATER WORKS 1,052 996
03073E105 CENCORA INC 1,447 1,348
03076C106 AMERIPRISE FINANCIAL 2,776 2,662
031100100 AMETEK INC NEW 1,522 1,442
032095101 AMPHENOL CORP NEW CL 2,807 2,639
032654105 ANALOG DEVICES INC 3,082 2,974
036752103 ELEVANCE HEALTH INC 2,740 2,582
038222105 APPLIED MATERIALS IN 3,980 3,740
039483102 ARCHER DANIELS MIDLA 791 758
040413205 ARISTA NETWORKS INC 3,150 3,316
052769106 AUTODESK INC 2,151 2,069
053015103 AUTOMATIC DATA PROCE 3,559 3,513
053484101 AVALONBAY COMMUNITIE 1,353 1,320
05722G100 BAKER HUGHES COMPANY 1,345 1,313
058498106 BALL CORPORATION 694 662
060505104 BANK OF AMERICA CORP 8,844 8,394
064058100 BANK NEW YORK MELLON 1,865 1,767
071813109 BAXTER INTERNATIONAL 679 612
075887109 BECTON DICKINSON & C 2,004 2,042
084670702 BERKSHIRE HATHAWAY I 23,797 23,117
086516101 BEST BUY CO INC 703 686
09062X103 BIOGEN INC 793 765
09073M104 BIO-TECHNE CORP 616 576
09290D101 BLACKROCK FUNDING IN 5,263 5,126
097023105 BOEING CO 3,510 3,894
101137107 BOSTON SCIENTIFIC CO 3,927 3,930
110122108 BRISTOL MYERS SQUIBB 3,404 3,224
11133T103 BROADRIDGE FINANCIAL 1,168 1,130
11135F101 BROADCOM INC 23,057 30,139
115236101 BROWN & BROWN INC 1,057 1,020
12008R107 BUILDERS FIRSTSOURCE 886 715
12504L109 CBRE GROUP INC 1,374 1,313
12514G108 CDW CORP/DE 909 870
125269100 CF INDUSTRIES HOLDIN 534 512
125523100 THE CIGNA GROUP 2,531 2,209
12572Q105 CME GROUP INC A DERI 2,356 2,322
126408103 CSX CORP 2,125 2,001
126650100 CVS HEALTH CORPORATI 2,009 1,616
127387108 CADENCE DESIGN SYSTE 2,497 2,404
14040H105 CAPITAL ONE FINANCIA 2,242 2,140
14149Y108 CARDINAL HEALTH INC 967 946
143130102 CARMAX INC 695 654
143658300 CARNIVAL CORP SEDOL 876 847
14448C104 CARRIER GLOBAL CORP 2,044 1,911
149123101 CATERPILLAR INC 5,639 5,079
15135B101 CENTENE CORP 999 1,030
15189T107 CENTERPOINT ENERGY I 946 952
15677J108 DAYFORCE INC. 474 436
16119P108 CHARTER COMMUNICATIO 1,889 1,714
169656105 CHIPOTLE MEXICAN GRI 2,564 2,412
172062101 CINCINNATI FINANCIAL 923 862
172967424 CITIGROUP INC 4,058 3,942
174610105 CITIZENS FINANCIAL G 926 875
189054109 CLOROX CO 837 812
192446102 COGNIZANT TECHNOLOGY 1,458 1,384
194162103 COLGATE-PALMOLIVE CO 2,428 2,364
20825C104 CONOCOPHILLIPS 3,761 3,570
21036P108 CONSTELLATION BRANDS 1,213 1,105
21037T109 CONSTELLATION ENERGY 2,172 2,013
217204106 COPART INC 1,671 1,550
219350105 CORNING INC 1,266 1,236
22052L104 CORTEVA INC-W/I 1,266 1,196
22160K105 COSTCO WHOLESALE COR 11,784 10,995
22160N109 COSTAR GROUP INC 1,016 931
22788C105 CROWDSTRIKE HOLDINGS 2,484 2,395
22822V101 CROWN CASTLE INC 1,427 1,271
231021106 CUMMINS INC 1,927 1,743
23331A109 D R HORTON INC 1,591 1,398
235851102 DANAHER CORP 4,437 4,361
237194105 DARDEN RESTAURANTS I 835 933
243537107 DECKERS OUTDOOR CORP 987 1,015
244199105 DEERE & CO 3,158 2,966
24703L202 DELL TECHNOLOGIES -C 1,101 1,037
247361702 DELTA AIR LINES INC 1,395 1,331
25179M103 DEVON ENERGY CORP NE 784 720
252131107 DEXCOM INC 935 933
25278X109 DIAMOND BACK ENERGY 1,014 983
253868103 DIGITAL RLTY TR INC 1,703 1,596
254687106 DISNEY WALT CO 5,857 5,679
254709108 DISCOVER FINANCIAL W 1,427 1,386
256746108 DOLLAR TREE INC 509 525
25746U109 DOMINION ENERGY INC 1,512 1,454
260003108 DOVER CORP 1,212 1,126
260557103 DOW INC 1,039 963
26441C204 DUKE ENERGY HOLDING 2,469 2,370
26614N102 DUPONT DE NEMOURS IN 1,185 1,068
26875P101 EOG RES INC 2,062 1,961
26884L109 EQT CORPORATION 830 876
278642103 EBAY INC 1,118 1,053
278865100 ECOLAB INC 2,004 1,875
281020107 EDISON INTL 1,255 1,198
28176E108 EDWARDS LIFESCIENCES 1,364 1,407
285512109 ELECTRONIC ART 1,336 1,170
29364G103 ENTERGY CORP NEW 1,208 1,213
294429105 EQUIFAX INC 1,321 1,274
29444U700 EQUINIX INC 4,857 4,714
30040W108 EVERSOURCE ENERGY 789 747
30161N101 EXELON CORPORATION 1,171 1,167
30212P303 EXPEDIA GROUP INC 955 932
30303M102 META PLATFORMS INC 37,172 35,716
311900104 FASTENAL CO 1,680 1,510
31428X106 FEDEX CORPORATION 1,965 1,969
31620M106 FIDELITY NATIONAL IN 1,515 1,454
316773100 FIFTH THIRD BANCORP 1,319 1,184
336433107 FIRST SOLAR INC 1,000 881
337738108 FISERV INC 3,698 3,698
345370860 FORD MOTOR COMPANY 1,300 1,208
34959E109 FORTINET INC 1,846 1,795
34959J108 FORTIVE CORP 1,105 1,050
35671D857 FREEPORT-MCMORAN INC 1,856 1,599
36266G107 GE HEALTHCARE TECHNO 1,227 1,173
363576109 GALLAGHER ARTHUR J & 2,068 1,987
369550108 GENERAL DYNAMICS COR 2,448 2,371
369604301 GE AEROSPACE 5,539 5,337
370334104 GENERAL MILLS INC 1,118 1,084
37045V100 GENERAL MOTORS CO 1,808 1,811
372460105 GENUINE PARTS CO 885 817
375558103 GILEAD SCIENCES INC 3,102 3,141
37940X102 GLOBAL PAYMENTS INC- 1,066 1,009
380237107 GODADDY INC - CLASS 1,213 1,184
38141G104 GOLDMAN SACHS GROUP 5,398 5,154
40412C101 HCA HEALTHCARE INC 1,924 1,801
40434L105 HP INC 1,132 1,012
406216101 HALLIBURTON CO 942 870
416515104 HARTFORD FINL SVCS G 1,279 1,203
427866108 THE HERSHEY COMPANY 985 847
42809H107 HESS CORPORATION 1,307 1,197
42824C109 HEWLETT PACKARD ENTE 962 875
43300A203 HILTON WORLDWIDE HLD 2,277 2,224
443201108 HOWMET AEROSPACE INC 1,830 1,750
444859102 HUMANA INC 1,430 1,269
446150104 HUNTINGTON BANCSHARE 1,097 1,025
452308109 ILLINOIS TOOL WORKS 2,204 2,028
45687V106 INGERSOLL RAND INC 1,429 1,266
45866F104 INTERCONTINENTAL EXC 2,653 2,533
459200101 INTERNATIONAL BUSINE 6,141 5,716
459506101 INTERNATIONAL FLAVOR 811 761
460146103 INTERNATIONAL PAPER 728 700
461202103 INTUIT SOFTWARE 5,151 5,028
46120E602 INTUITIVE SURGICAL I 5,359 5,220
46266C105 IQVIA HOLDINGS INC 1,452 1,376
46284V101 IRON MOUNTAIN INC 1,267 1,156
466313103 JABIL INC 676 720
482480100 KLA CORP 3,269 3,151
48251W104 KKR & CO INC CLASS A 3,106 2,958
487836108 KELLANOVA 807 810
49177J102 KENVUE INC 1,305 1,217
49271V100 KEURIG DR PEPPER INC 1,175 1,124
493267108 KEYCORP NEW 767 703
49338L103 KEYSIGHT TECHNOLOGIE 1,042 964
49456B101 KINDER MORGAN INC 1,619 1,617
500754106 KRAFT HEINZ CO/THE 894 860
501044101 KROGER CO 1,231 1,284
502431109 L3 HARRIS TECHNOLOGI 1,612 1,472
512807306 LAM RESEARCH CORP 2,869 2,673
517834107 LAS VEGAS SANDS CORP 725 668
518439104 LAUDER ESTEE COS INC 667 600
525327102 LEIDOS HOLDINGS INC- 957 864
526057104 LENNAR CORP CLASS A 1,480 1,227
538034109 LIVE NATION ENTERTAI 810 777
548661107 LOWES COMPANIES INC 4,950 4,442
550021109 LULULEMON ATHLETICA 2,052 1,912
55261F104 M&T BK CORP 1,253 1,128
56585A102 MARATHON PETROLEUM C 1,549 1,395
571748102 MARSH & MCLENNAN COM 3,071 2,974
571903202 MARRIOTT INTERNATION 2,311 2,232
574599106 MASCO CORP 1,061 943
57636Q104 MASTERCARD INC CL A 12,072 12,111
58155Q103 MCKESSON CORPORATION 2,947 2,850
58933Y105 MERCK & CO INC 7,340 6,964
595017104 MICROCHIP TECHNOLOGY 994 918
595112103 MICRON TECHNOLOGY IN 3,192 2,609
60770K107 MODERNA INC 459 416
609207105 MONDELEZ INTERNATION 2,263 2,210
61174X109 MONSTER BEVERAGE COR 1,172 1,156
615369105 MOODY'S CORP 2,440 2,367
617446448 MORGAN STANLEY 4,550 4,400
620076307 MOTOROLA SOLUTIONS I 2,868 2,773
629377508 NRG ENERGY, INC. 669 632
631103108 NASDAQ INC 1,042 1,005
64110D104 NETAPP INC 1,028 929
64110L106 NETFLIX INC 10,916 10,696
651639106 NEWMONT CORP 1,392 1,228
654106103 NIKE INC CLASS B 2,751 2,648
65473P105 NISOURCE INC 1,621 1,617
655844108 NORFOLK SOUTHERN COR 1,810 1,643
665859104 NORTHERN TRUST CORP 763 718
666807102 NORTHROP GRUMMAN COR 2,403 2,346
668771108 GEN DIGITAL INC 640 575
670346105 NUCOR CORP 1,023 817
67066G104 NVIDIA CORP 97,810 95,212
674599105 OCCIDENTAL PETROLEUM 1,126 1,136
679580100 OLD DOMINION FGHT LI 1,226 1,058
681919106 OMNICOM GROUP 759 688
682189105 ON SEMICONDUCTOR COR 884 820
682680103 ONEOK INC NEW 1,920 1,807
68389X105 ORACLE CORP 8,577 7,499
68902V107 OTIS WORLDWIDE CORP- 1,418 1,297
69331C108 PG&E CORP 1,510 1,493
693506107 PPG INDUSTRIES INC 1,155 1,075
69370C100 PTC INC 1,002 919
693718108 PACCAR INC 1,845 1,664
69608A108 PALANTIR TECHNOLOGIE 4,091 4,311
697435105 PALO ALTO NETWORKS I 3,538 3,275
701094104 PARKER HANNIFIN CORP 3,438 3,180
704326107 PAYCHEX INC 1,404 1,402
70450Y103 PAYPAL HOLDINGS INC- 2,710 2,561
714046109 REVVITY INC 840 781
718172109 PHILIP MORRIS INTERN 5,657 5,295
718546104 PHILLIPS 66 1,587 1,367
74144T108 PRICE T ROWE GROUP I 995 905
743315103 PROGRESSIVE CORP OHI 4,221 4,073
74340W103 PROLOGIS INC 3,089 2,854
744320102 PRUDENTIAL FINANCIAL 1,490 1,422
744573106 PUBLIC SERVICE ENTER 1,518 1,436
74460D109 PUBLIC STORAGE REITS 1,668 1,497
745867101 PULTE GROUP INC 1,148 980
747525103 QUALCOMM 5,015 4,762
754730109 RAYMOND JAMES FINANC 966 932
75513E101 RTX CORPORATION 4,606 4,629
756109104 REALTY INCOME CORP 1,636 1,549
75886F107 REGENERON PHARMACEUT 3,964 3,562
7591EP100 REGIONS FINANCIAL CO 1,090 988
760759100 REPUBLIC SVCS INC 1,491 1,408
761152107 RESMED INC 1,218 1,143
773903109 ROCKWELL AUTOMATION 1,497 1,429
776696106 ROPER TECHNOLOGIES I 2,747 2,599
778296103 ROSS STORES INC 1,895 1,815
78409V104 S&P GLOBAL INC 4,601 4,482
78410G104 SBA COMMUNICATIONS C 1,115 1,019
79466L302 SALESFORCE INC 9,550 9,027
806857108 SCHLUMBERGER LTD SED 1,788 1,649
808513105 SCHWAB CHARLES CORP 3,425 3,108
816851109 SEMPRA 1,880 1,842
81762P102 SERVICE NOW INC 6,698 6,361
824348106 SHERWIN-WILLIAMS CO 2,648 2,380
828806109 SIMON PROPERTY GROUP 1,820 1,722
842587107 SOUTHERN CO 2,620 2,552
844741108 SOUTHWEST AIRLINES C 752 740
854502101 STANLEY BLACK & DECK 598 562
855244109 STARBUCKS CORP 3,257 3,011
857477103 STATE STR CORP 992 982
858119100 STEEL DYNAMICS INC 697 570
863667101 STRYKER CORP 3,819 3,601
871607107 SYNOPSYS INC 2,550 2,427
87165B103 SYNCHRONY FINANCIAL 1,032 975
871829107 SYSCO CORP 1,381 1,300
872540109 TJX COMPANIES INC NE 4,415 4,228
872590104 T-MOBILE US INC 3,291 3,090
874054109 TAKE TWO INTERACTIVE 946 920
876030107 TAPESTRY INC 622 653
87612G101 TARGA RESOURCES CORP 1,527 1,428
880770102 TERADYNE INCORPORATE 725 756
88160R101 TESLA INC 30,518 32,307
883203101 TEXTRON INC 994 918
883556102 THERMO FISHER SCIENT 5,902 5,723
88579Y101 3M COMPANY 2,259 2,195
892356106 TRACTOR SUPPLY CO 1,410 1,327
896239100 TRIMBLE INCORPORATED 819 777
90353T100 UBER TECHNOLOGIES IN 3,950 3,619
910047109 UNITED AIRLINES HOLD 1,067 1,068
911312106 UNITED PARCEL SERVIC 2,671 2,648
91324P102 UNITEDHEALTH GROUP I 14,317 13,152
91913Y100 VALERO ENERGY CORP 1,354 1,226
92276F100 VENTAS INC 914 883
92338C103 VERALTO CORP-W/I 1,064 1,019
92345Y106 VERISK ANALYTICS INC 1,416 1,377
92532F100 VERTEX PHARMACEUTICA 3,301 2,819
925652109 VICI PROPERTIES INC 1,209 1,110
92826C839 VISA INC CLASS A SHA 14,300 14,538
92840M102 VISTRA CORP 1,485 1,379
929160109 VULCAN MATERIALS CO 1,406 1,286
92939U106 WEC ENERGY GROUP INC 1,460 1,411
929740108 WABTEC CORP 1,447 1,327
931142103 WALMART INC 11,282 10,842
934423104 WARNER BROS DISCOVER 767 740
949746101 WELLS FARGO & COMPAN 7,110 6,743
95040Q104 WELLTOWER INC 2,345 2,269
958102105 WESTERN DIGITAL CORP 781 656
962166104 WEYERHAEUSER CO 952 845
969457100 WILLIAMS COMPANIES I 2,055 2,002
98389B100 XCEL ENERGY INC 1,178 1,148
98419M100 XYLEM INC 1,164 1,044
988498101 YUM! BRANDS INC 1,520 1,476
98956P102 ZIMMER BIOMET HOLDIN 882 845
98978V103 ZOETIS INC 2,324 2,118
G0403H108 AON PLC/IRELAND-A SE 2,224 2,155
G0450A105 ARCH CAPITAL GROUP L 1,160 1,108
G1151C101 ACCENTURE PLC CLASS 6,492 6,332
G29183103 EATON CORP PLC SEDOL 4,347 3,982
G3265R107 APTIV HOLDINGS LTD S 582 605
G51502105 JOHNSON CTLS INTL PL 1,852 1,736
G54950103 NEW LINDE PLC SEDOL 5,373 5,024
G5960L103 MEDTRONIC PLC SEDOL 3,189 3,035
G66721104 NORWEGIAN CRUISE LIN 452 437
G7997R103 SEAGATE TECHNOLOGY H 791 690
G7S00T104 PENTAIR PLC SEDOL BL 969 906
G8267P108 SMURFIT WESTROCK PLC 707 700
G8473T100 STERIS PLC SEDOL BFY 1,084 1,028
G87052109 TE CONNECTIVITY PLC 1,692 1,573
G8994E103 TRANE TECHNOLOGIES P 2,786 2,585
G96629103 WILLIS TOWERS WATSON 1,583 1,566
H2906T109 GARMIN LTD ISIN CH01 1,298 1,238
N6596X109 NXP SEMICONDUCTORS I 1,347 1,247
V7780T103 ROYAL CARIBBEAN CRUI 1,735 1,615

TY 2024 InvestmentsGovtObligationsSch
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 427,558 418,146
316092857 FIDELITY REAL ESTATE      
317609295 SEAFARER OVERSEAS GR AT COST 117,300 110,456
464287440 ISHARES BARCLAYS 7-1      
464287465 ISHARES MSCI EAFE ET AT COST 181,110 219,269
464287499 ISHARES RUSSELL MID- AT COST 42,197 221,884
464287655 ISHARES RUSSELL 2000 AT COST 49,732 132,134
552746364 MFS EMERGING MKTS DE AT COST 106,299 105,157
922042858 VANGUARD FTSE EMERGI      
69447T771 PACIFIC FUNDS FLOATI      
72201F490 PIMCO INCOME FUND CL      
74440Y884 PGIM HIGH YIELD FUND AT COST 133,220 131,941
89154Q562 TOUCHSTONE SANDS EM      
957663669 WESTERN ASSET CORE P      
09260B382 BLACKROCK STRATEGIC      
464287168 ISHARES SELECT DIVID AT COST 35,455 39,387
258620566 DOUBLELINE TOTAL RET AT COST 179,087 175,915
46429B267 ISHARES U S TREASURY AT COST 269,190 270,199
94987W794 ALLSPRING CORE BOND AT COST 286,079 281,552
00770X675 PZENA EMERG MKTS VAL AT COST 93,800 83,347
09252M883 BLACKROCK TOTAL RETU AT COST 362,051 351,183
461418444 WCM FOCUSED INTL GRO AT COST 116,600 111,858
543069405 LONGLEAF PARTNERS FD AT COST 117,500 110,018
89154M702 TOUCHSTONE SANDS EM AT COST 93,800 89,268
97717X669 WISDOMTREE U.S. QUAL AT COST 185,978 181,040

TY 2024 OtherDecreasesSchedule
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Description Amount
RETURN OF CAPITAL ADJUSTMENT 1,262
2023 SALES POSTED IN 2024 1
2024 TRANSACTION POSTED IN 2025 5,848
PRIOR YEAR RETURN OF CAPITAL 785


TY 2024 OtherExpensesSchedule
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200


TY 2024 OtherIncomeSchedule2
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 19 19  


TY 2024 OtherIncreasesSchedule
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Description Amount
2023 TRANSACTION POSTED IN 2024 2,311
ADJUSTMENT TO INCOME 19
ROUNDING 8


TY 2024 OtherProfessionalFeesSchedule
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 500     500


TY 2024 TaxesSchedule
Name:
WILFORD E NICHOLS FBO GRELTON
EIN:
34-6571697
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 692 0   0
FEDERAL ESTIMATES - PRINCIPAL 747 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,024 1,024   0
FOREIGN TAXES ON NONQUALIFIED 300 300   0