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
FIRSTENERGY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)76 SOUTH MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AKRON, OH44308
A Employer identification number

34-6514181
B Telephone number (see instructions)

(330) 384-5752
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$133,940,303J 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... 2,758,494 2,758,494  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,557,492
b Gross sales price for all assets on line 6a 13,465,203
7 Capital gain net income (from Part IV, line 2)... 3,557,492
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
511 -4,357 0
12 Total. Add lines 1 through 11........ 6,316,497 6,311,629 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,600 0 0 20,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
118,516 76,657 0 41,859
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
64,560 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 203,676 76,657 0 62,459
25 Contributions, gifts, grants paid....... 7,165,300 7,165,300
26 Total expenses and disbursements. Add lines 24 and 25 7,368,976 76,657 0 7,227,759
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,052,479
b Net investment income (if negative, enter -0-) 6,234,972
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............. 16,030,217 9,364,167 9,364,167
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 71,949,429 Click to see attachment
List of Attached Documents:
// Content
76,338,223 		87,682,508
c Investments—corporate bonds (attach schedule)....... 17,855,373 Click to see attachment
List of Attached Documents:
// Content
18,878,944 		16,870,084
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,134,519 Click to see attachment
List of Attached Documents:
// Content
20,335,725 		20,023,544
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 125,969,538 124,917,059 133,940,303
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........ 125,969,538 124,917,059
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)..... 125,969,538 124,917,059
30 Total liabilities and net assets/fund balances (see instructions). 125,969,538 124,917,059
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
125,969,538
2
Enter amount from Part I, line 27a .....................
2
-1,052,479
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
124,917,059
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
124,917,059
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 13,465,203   9,907,711 3,557,492
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     0 3,557,492
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 3,557,492
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 86,666
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 86,666
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 86,666
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 32,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 58,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 90,500
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 67
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 3,767
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,767 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 .
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 arrowN/A
14
The books are in care ofright arrowAmanda Mertens Campbell Telephone no.right arrow (330) 805-3892

Located atright arrow76 SOUTH MAIN STREETAKRONOH ZIP+4right arrow44308
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)
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
ANTONIO FERNANDEZ TRUSTEE
0.50 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
IRENE M PREZELJ TRUSTEE
0.50 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
Michelle Henry TRUSTEE
0.50 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
BILL WANG TREASURER
0.50 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
Darnella Robertson Assistant Secretary
0.50 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
LORNA WISHAM PRESIDENT
1.80 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
Mary M Swann Secretary
0.50 		0 0 0
76 SOUTH MAIN STREET
AKRON,OH44308
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
 
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 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
120,523,420
b
Average of monthly cash balances.......................
1b
13,129,664
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
133,653,084
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
 
3
Subtract line 2 from line 1d.........................
3
133,653,084
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,004,796
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
131,648,288
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,582,414
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
6,582,414
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
86,666
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
86,666
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,495,748
4
Recoveries of amounts treated as qualifying distributions................
4
500
5
Add lines 3 and 4............................
5
6,496,248
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,496,248
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
7,227,759
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
7,227,759
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 6,496,248
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,697,970
b From 2020...... 3,795,414
c From 2021...... 0
d From 2022...... 2,943,207
e From 2023...... 0
f Total of lines 3a through e ........ 8,436,591
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,227,759
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 6,496,248
e Remaining amount distributed out of corpus 731,511
5 Excess distributions carryover applied to 2024.   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 9,168,102
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...... 		 
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) ... 		1,697,970
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		7,470,132
10 Analysis of line 9:
a Excess from 2020.... 3,795,414
b Excess from 2021.... 0
c Excess from 2022.... 2,943,207
d Excess from 2023.... 0
e Excess from 2024.... 731,511
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:
AMANDA MERTENS CAMPBELL
76 S MAIN ST
AKRON,OH44308
(330) 805-3892
bThe form in which applications should be submitted and information and materials they should include:
ONE OR TWO PAGE LETTER STATING THE AMOUNT REQUESTED, ORGANIZATION AND NEED FOR GRANT, ETC.
cAny submission deadlines:
THERE ARE NO SUBMISSION DEADLINES, APPLICATIONS ARE REVIEWED AS THEY ARE RECEIVED.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE MADE TO ORGANIZATIONS LOCATED IN THE CONTINENTAL US & INCLUDE HEALTH WELFARE, EDUCATION OR ART.
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

AKRON 200 INC

121 South Main Street Suite 103
Akron,OH44308 		  PC Civic 100,000

AKRON ART MUSEUM

One South High
Akron,OH44308 		  PC Arts & Culture 1,000

AKRON CHILDRENS HOSPITAL FOUNDATION

One Perkins Square
Akron,OH44308 		  PC Health & Safety 5,775

AKRON CHILDRENS MUSEUM

216 S Main St Lock 3 Park
Akron,OH44308 		  PC Education 50,000

AKRON COMMUNITY FOUNDATION

345 W Cedar Street
Akron,OH44307 		  PC Civic 25

AKRON ZOOLOGICAL PARK

500 Edgewood Park
Akron,OH44307 		  PC Civic 1,000

AKRON-CANTON REGIONAL FOODBANK

350 Opportunity Parkway
Akron,OH44307 		  PC Health & Safety 1,078

ALZHEIMER'S ASSOC - CLEVELAND

23215 Commerce Park Drive
Beachwood,OH44122 		  PC Health & Safety 1,405

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC

399 Market Street Suite 250
Philadelphia,PA19106 		  PC Health & Safety 200

AMERICAN CANCER SOCIETY INC

270 PeachTree Street NorthWest
Atlanta,GA30303 		  PC Health & Safety 1,000

AMERICAN HEART ASSOCIATION INC

1575 Corporate Woods Pkwy
Uniontown,OH44685 		  PC Health & Safety 100

AMERICAN HEART ASSOCIATION INC

7272 Greenville Avenue
Dallas,TX75231 		  PC Health & Safety 345

AMERICAN NATIONAL RED CROSS

1111 Research Drive
Toledo,OH43614 		  PC Health & Safety 500

AMERICAN NATIONAL RED CROSS

225 Humphrey Road Suite 6
Greensburg,PA15601 		  PC Civic 500

AMERICAN NATIONAL RED CROSS

501 W Market Street
Akron,OH44303 		  PC Health & Safety 1,000

AMERICAN ONLINE GIVING FOUNDATION INC

40 East Main Street Suite 887
Newark,DE19711 		  PC BENEVITY COMMUNITY IMPACT FUND 5,323,823

ASHLAND COUNTY COMMUNITY FOUNDATION

300 College Avenue
Ashland,OH44805 		  PC Civic 25

AUTISM SOCIETY OF WEST VIRGINIA

PO Box 7
Huntington,WV25706 		  PC Civic 400

BOY SCOUTS OF AMERICA

PO Box 93388
Cleveland,OH44101 		  PC Education 2,500

BOY SCOUTS OF AMERICA

4500 Hudson Drive
Stow,OH44224 		  PC Civic 100,000

CANDID

1011 East Main Street Suite A
Ashland,OH44805 		  PC Health & Safety 100

CANDID

PO Box 31842
Independence,OH44131 		  PC Health & Safety 1,018

CENTRE COUNTY UNITED WAY

131 South Fraser Street Suite 3
State College,PA16801 		  PC Civic 3,229

CLEARFIELD AREA UNITED WAY INC

PO Box 1430
Clearfield,PA16830 		  PC Health & Safety 2,353

COLONIAL WILLIAMSBURG FOUNDATION

PO Box 1776
Williamsburg,VA23187 		  PC Arts & Culture 3,500

COUNTY UNITED WAY INC

115 Baltimore Street Suite 203
Cumberland,MD21502 		  PC Health & Safety 12,819

CUYAHOGA VALLEY PRESERVATION AND SCENIC RAILWAY ASSOCIATION

PO Box 158
Peninsula,OH44264 		  PC Civic 2,500

DESALES UNIVERSITY

2755 Station Avenue
Center Valley,PA18034 		  PC Education 100

DIVERSITY CENTER OF NORTHEAST OHIO INC

3659 Green Rd Suite 220
Cleveland,OH44122 		  PC Education 11,545

DUBOIS AREA UNITED WAY

223 South Jared Street
DuBois,PA15801 		  PC Health & Safety 371

EMBRACING FUTURES INC

50 S Main Street Suite LL100
Akron,OH44308 		  PC Education 1,500

EUCLID HUNGER TASK FORCE

PO Box 23554
Euclid,OH44123 		  PC Civic 100

FEEDING MEDINA COUNTY

650 West Smith Road CB
Medina,OH44256 		  PC Civic 1,000

GIRL SCOUTS OF NORTH EAST OHIO

One Girl Scout Way
Macedonia,OH44056 		  PC Civic 5,000

GIRLS ON THE RUN NORTHEAST OHIO

8929 Brecksville Road Rear Unit
Brecksville,OH44141 		  PC Civic 85,000

GREATER AKRON FORE YOUTH DEVLPT INC

2000 South Hawkins Avenue
Akron,OH44314 		  PC Education 2,500

GREATER CLEVELAND FOOD BANK INC

13825 Coit Road
Cleveland,OH44110 		  PC Health & Safety 100,100

GREATER LANSING FOOD BANK

PO Box 16224
Lansing,MI48901 		  PC Civic 75

GREENE COUNTY UNITED WAY

748 East High Street
Waynesburg,PA15370 		  PC Civic 1,601

HOSPICE OF WASHINGTON COUNTY INC

747 Northern Avenue
Hagerstown,MD21742 		  PC Housing 10,000

KARS 4 KIDS INC

1805 Swarthmore Avenue
Lakewood,NJ08701 		  PC Civic 1,350

LONGWOOD GARDENS INC

1001 Longwood Rd
Kennett Square,PA19348 		  PC Civic 100

LORDS PANTRY AT ANNAS HOUSE INC

PO Box 64
Shinnston,WV26431 		  PC Civic 1,095

MEDWISH INTERNATIONAL

1625 E 31st Street
Cleveland,OH44114 		  PC Health & Safety 25

MORRIS HABITAT FOR HUMANITY

274 South Salem Street
Randolph,NJ07869 		  PC Civic 350

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 Third Ave
New York,NY10017 		  PC Health & Safety 125

NORTHERN OHIO GOLF CHARITIES FOUNDATION INC

440 E Warner Road
Akron,OH44319 		  PC Arts & Culture 100,000

ORRVILLE UNITED WAY INC

135 North Main Street
Orville,OH44667 		  PC Health & Safety 957

PLAYHOUSE SQUARE FOUNDATION

1501 Euclid Avenue 200
Cleveland,OH44115 		  PC Arts & Culture 900

POCAHONTAS COUNTY SENIOR CITIZENS INC

20626 Seneca Trail
Marlington,WV24954 		  PC Civic 770

POCONO MOUNTAINS UNITED WAY

301 McConnell Street
Stroudsburg,PA18360 		  PC Health & Safety 2,996

PROJECT MKC

6961 Southern Boulevard
Youngstown,OH44512 		  PC Health & Safety 863

READING CIVIC OPERA SOCIETY INCORPORATED

4350 Perkiomen Avenue
Reading,PA19606 		  PC Arts & Culture 1,000

RONALD MCDONALD HOUSE CHARITIES OF NORTHEAST OHIO INC

10415 Euclid Avenue
Cleveland,OH44106 		  PC Health & Safety 200

SAFE BERKS

255 Chestnut Street
Reading,PA19602 		  PC Civic 575

SCHUYLKILL UNITED WAY

9 North Centre Street Suite 301
Pottsville,PA17901 		  PC Health & Safety 706

SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO

1507 Grimm Dr
Erie,PA16501 		  PC Health & Safety 100

SOUTH STREET THEATER CO INC

100 South Street
Morristown,NJ07960 		  PC Arts & Culture 1,250

ST MARYS AREA UNITED WAY

250 Depot Street
Saint Marys,PA15857 		  PC Health & Safety 3,911

ST SEBASTIAN PARISH FOUNDATION

476 Mull Avenue
Akron,OH44320 		  PC Civic 3,000

SUMMIT CHORAL SOCIETY INC

140 E Market Street
Akron,OH44308 		  PC Arts & Culture 2,250

THE CHILDRENS MUSEUM OF CLEVELAND

3813 Euclid Avenue
Cleveland,OH44115 		  PC Education 1,500

THE IM ABLE FOUNDATION

1007 Hill Avenue Building 17
Wyomissing,PA19610 		  PC Education 5,003

THE MUSICAL ARTS ASSOCIATION

11001 Euclid Avenue
Cleveland,OH44106 		  PC Civic 600

THE UNITED WAY OF CENTRAL MARYLAND INC

1800 Washington Boulevard Suite 340
Baltimore,MD21230 		  PC Health & Safety 250

THE UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUNTIES OHIO INC

PO Box 59
Springfield,OH45501 		  PC Health & Safety 424

THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA

1250 Penn Avenue
Pittsburgh,PA15222 		  PC Health & Safety 137,970

THE UNITED WAY OF THE GREATER DAYTON AREA

409 East Monument Avenue Suite 405
Dayton,OH45402 		  PC Health & Safety 302

THE UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY

255 Watt Street
Youngstown,OH44505 		  PC Health & Safety 12,802

THE UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY

255 Watt Street
Youngstown,OH44505 		  PC Civic 25,000

TYGART VALLEY UNITED WAY INC

221 Washington Street
Fairmont,WV26554 		  PC Health & Safety 42,725

UNITED WAY ALLIANCE OF THE MID OHIO VALLEY INC

414 Market Street
Parkersburg,WV26101 		  PC Health & Safety 3,966

UNITED WAY FOR SOUTHEASTERN MICHIGAN

3011 W Grand Blvd Suite 500
Detroit,MI48202 		  PC Health & Safety 625

UNITED WAY OF ADAMS COUNTY

PO Box 3545
Gettysburg,PA17325 		  PC Health & Safety 542

UNITED WAY OF ALLEN COUNTY INC

347 West Berry Street
Fort Wayne,IN46802 		  PC Health & Safety 12,500

UNITED WAY OF ASHLAND COUNTY OHIO INC

32 West South Street
Ashland,OH44805 		  PC Health & Safety 512

UNITED WAY OF ASHTABULA COUNTY

3705 State Road Suite 203
Ashtabula,OH44004 		  PC Health & Safety 2,459

UNITED WAY OF BEAVER COUNTY INCORPORATED

3582 Brodhead County
Monaca,PA15061 		  PC Health & Safety 3,892

UNITED WAY OF BEDFORD COUNTY

119 East Penn Street
Bedford,PA15522 		  PC Health & Safety 136

UNITED WAY OF BERGEN COUNTY

6 Forest Avenue Suite 220
Paramus,NJ07652 		  PC Health & Safety 2,000

UNITED WAY OF BERKS COUNTY

25 North 2nd Street Suite 101
Reading,PA19601 		  PC Health & Safety 161,841

UNITED WAY OF BRADFORD COUNTY

24 Main Street Suite 1
Towanda,PA18848 		  PC Health & Safety 794

UNITED WAY OF BUCKS COUNTY

413 Hood Boulevard
Fairless Hills,PA19030 		  PC Health & Safety 744

UNITED WAY OF CENTRAL JERSEY INC

32 Ford Avenue
Milltown,NJ08850 		  PC Health & Safety 350

UNITED WAY OF CENTRAL OHIO INC

215 North Front Street
Columbus,OH43215 		  PC Health & Safety 48,077

UNITED WAY OF CHESTER COUNTY

150 John Robert Thomas Drive
Exton,PA19341 		  PC Health & Safety 1,442

UNITED WAY OF CLARION COUNTY

PO Box 207
Clarion,PA16214 		  PC Health & Safety 100

UNITED WAY OF DELAWARE COUNTY INC

PO Box 319
Delaware,OH43015 		  PC Health & Safety 1,125

UNITED WAY OF DELAWARE INC

625 North Orange Street 3rd Floor
Wilmington,DE19801 		  PC Health & Safety 1,177

UNITED WAY OF ERIE COUNTY

650 East Avenue Suite 200
Erie,PA16503 		  PC Health & Safety 15,922

UNITED WAY OF ERIE COUNTY INC

135 E Washington Row Suite C
Sandusky,OH44870 		  PC Health & Safety 821

UNITED WAY OF FAIRFIELD COUNTY

115 South Broad Street
Lancaster,OH43130 		  PC Health & Safety 125

UNITED WAY OF FRANKLIN COUNTY

182 South Second Street
Chambersburg,PA17201 		  PC Health & Safety 13,035

UNITED WAY OF FREDERICK COUNTY INCORPORATED

629 North Market Street
Frederick,MD21701 		  PC Health & Safety 2,673

UNITED WAY OF FULTON COUNTY

604 S Shoop Ave Suite 122
Wauseon,OH43567 		  PC Health & Safety 271

UNITED WAY OF GREATER CHARLOTTE

601 East 5th Street Suite 350
Charlotte,NC28202 		  PC Health & Safety 1,150

UNITED WAY OF GREATER CLEVELAND FUND

209 Center Street Unit H
Chardon,OH44024 		  PC Health & Safety 19,592

UNITED WAY OF GREATER CLEVELAND FUND

1331 Euclid Avenue
Cleveland,OH44115 		  PC Health & Safety 57,564

UNITED WAY OF GREATER LORAIN COUNTY

642 Broadway
Lorain,OH44052 		  PC Health & Safety 8,360

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

1800 JFK Blvd Suite 1200
Philadelphia,PA19103 		  PC Health & Safety 750

UNITED WAY OF GREATER STARK COUNTY INC

401 Market Avenue North Suite 300
Canton,OH44702 		  PC Health & Safety 31,402

UNITED WAY OF GREATER TOLEDO

1001 Madison Avenue Suite 100
Toledo,OH43604 		  PC Health & Safety 17,716

UNITED WAY OF GREATER UNION COUNTY INC

33 West Grand Street
Elizabeth,NJ20929 		  PC Health & Safety 900

UNITED WAY OF GREENBRIER VALLEY INC

PO Box 572
Lewisburg,WV24901 		  PC Health & Safety 750

UNITED WAY OF HARRISON COUNTY INC

445 W Main St
Clarksburg,WV26301 		  PC Health & Safety 5,128

UNITED WAY OF HUNTERDON COUNTY

4 Water East Foran Boulevard Suite
401
Flemington,NJ08822 		  PC Health & Safety 500

UNITED WAY OF HUNTINGDON COUNTY FUND

417 Penn Street PO Box 344
Huntingdon,PA16652 		  PC Health & Safety 3,172

UNITED WAY OF INDIANA COUNTY

655 Church Street Suite 114
Indiana,PA15701 		  PC Health & Safety 1,378

UNITED WAY OF JEFFERSON COUNTY

511 North 4TH Street
Steubenville,OH43952 		  PC Health & Safety 938

UNITED WAY OF LAKE COUNTY INC

9285 Progress Parkway
Mentor,OH44060 		  PC Health & Safety 6,444

UNITED WAY OF LANCASTER COUNTY

1910 Harrington Drive
Lancaster,PA17601 		  PC Health & Safety 9,915

UNITED WAY OF LAWRENCE COUNTY

223 North Mercer Street Suite 101
New Castle,PA16101 		  PC Civic 4,111

UNITED WAY OF LEBANON COUNTY INC

22 West Main Street 2nd Floor PO Bo
x 355
Annville,PA17003 		  PC Health & Safety 2,167

UNITED WAY OF LEE COUNTY INC

7273 Concourse Drive
Fort Myers,FL33908 		  PC Health & Safety 208

UNITED WAY OF LEWIS COUNTY

PO Box 44
Weston,WV26452 		  PC Health & Safety 1,933

UNITED WAY OF MERCER COUNTY

960 S Hermitage Road
Hermitage,PA16148 		  PC Health & Safety 4,200

UNITED WAY OF MIFFLIN JUNIATA

13 East 3rd Street
Lewistown,PA17044 		  PC Health & Safety 592

UNITED WAY OF MON VALLEY

304 Chamber Plaza
Charleroi,PA15022 		  PC Health & Safety 2,223

UNITED WAY OF MONMOUTH AND OCEAN COUNTIES INC

6 Industrial Way West Suite A-1
Eatontown,NJ07724 		  PC Health & Safety 11,657

UNITED WAY OF MONONGALIA AND PRESTON COUNTIES INC

278C Spruce Street
Morgantown,WV26505 		  PC Health & Safety 35,371

UNITED WAY OF MONROE-LENAWEE COUNTIES INC

216 N Monroe St
Monroe,MI48162 		  PC Health & Safety 366

UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC

158 N 5th St
Zanesville,OH43701 		  PC Health & Safety 250

UNITED WAY OF NORTH CENTRAL OHIO INC

PO Box 473
Marion,OH43302 		  PC Health & Safety 200

UNITED WAY OF NORTHERN NEW JERSEY INC

PO Box 6835
Bridgewater,NJ08807 		  PC Health & Safety 11,065

UNITED WAY OF NORTHERN SHENANDOAH VALLEY

329 N Cameron Street Suite 201
Winchester,VA22655 		  PC Health & Safety 3,025

UNITED WAY OF PORTAGE COUNTY INC

999 E Main Street Suite 200 PO Box
845
Ravenna,OH44266 		  PC Health & Safety 10,903

UNITED WAY OF RICHLAND COUNTY

3 North Main St Suite 303
Mansfield,OH44902 		  PC Health & Safety 4,079

UNITED WAY OF SANDUSKY COUNTY INC

826 W State Street
Fremont,OH43420 		  PC Health & Safety 542

UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY

413 N Main St
Jamestown,NY14701 		  PC Health & Safety 190

UNITED WAY OF SUMMIT AND MEDINA

37 N High Street
Akron,OH44308 		  PC Health & Safety 353,981

UNITED WAY OF THE BRADFORD AREA INC

PO Box 504 161 Main Street
Bradford,PA16701 		  PC Health & Safety 271

UNITED WAY OF THE CAPITAL REGION

2235 Millenium Way
Enola,PA17025 		  PC Health & Safety 1,492

UNITED WAY OF THE EASTERN PANHANDLE INC

24 District Way Suite 201
Martinsburg,WV25404 		  PC Health & Safety 9,230

UNITED WAY OF THE GREATER LEHIGH VALLEY

1110 American Parkway NE Suite F-12
0
Allentown,PA18109 		  PC Health & Safety 3,095

UNITED WAY OF THE LOWER EASTERN SHORE INC

803 N Salisbury Blvd Suite 2100
Salisbury,MD21801 		  PC Health & Safety 1,375

UNITED WAY OF THE NATIONAL CAPITAL AREA

1577 Spring Hill Road Suite 420
Vienna,VA22182 		  PC Health & Safety 4,167

UNITED WAY OF THE SOUTHERN ALLEGHENIES

422 Main St Suite 203
Johnstown,PA15901 		  PC Health & Safety 11,876

UNITED WAY OF THE TITUSVILLE REGION

115 S Washington Street Suite 303
Titusville,PA16354 		  PC Health & Safety 175

UNITED WAY OF THE UPPER OHIO VALLEY INC

1307 Chapeline Street
Wheeling,WV26003 		  PC Health & Safety 690

UNITED WAY OF TRUMBULL COUNTY

295 Harmon Ave NW
Warren,OH44483 		  PC Health & Safety 4,037

UNITED WAY OF VENANGO COUNTY INC

1999 Allegheny Avenue PO Box 303
Reno,PA16343 		  PC Health & Safety 407

UNITED WAY OF WASHINGTON COUNTY

70 East Beau Street Suite 400
Washington,PA15301 		  PC Health & Safety 11,526

UNITED WAY OF WASHINGTON COUNTY MARYLAND INC

83 West Washington St Suite 101
Hagerstown,MD21740 		  PC Health & Safety 15,899

UNITED WAY OF WAYNE AND HOLMES COUNTIES INC

215 South Walnut Street
Wooster,OH44691 		  PC Health & Safety 11,816

UNITED WAY OF WESTERN CRAWFORD INC

PO Box 554
Meadville,PA16335 		  PC Health & Safety 125

UNITED WAY OF WILLIAMS COUNTY

1100 East High Street Suite B
Bryan,OH43506 		  PC Health & Safety 100

UNITED WAY OF YORK COUNTY

140 E Market Street
York,PA17401 		  PC Health & Safety 10,709

UNITED WAY OF YORK COUNTY SC

226 Northpark Dr Suite 100 PO Box 9
25
Rock Hill,SC29731 		  PC Health & Safety 500

UNITED WAY SERVICES OF NORTHERN COLUMBIANA COUNTY

210 East State Street
Salem,OH44460 		  PC Health & Safety 5,248

UTAH FOOD BANK

3150 South 900 W
Salt Lake City,UT84119 		  PC Civic 75

VALLEY SCHOOL OF LIGONIER

PO Box 616
Ligionier,PA15658 		  PC Education 450
Total .................................right arrow 3a 7,165,300
bApproved for future payment
Total ................................. right arrow 3b 0
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 2,758,494  
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 3,557,492  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRECOVERY FROM PRIOR YEAR QUALIFYING DISTRIBUTIONS 		    1 500  
bOTHER INCOME     1 11  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 6,316,497 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,316,497
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION FEES 20,600     20,600

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

TY 2024 ExpenditureResponsibilityStmt
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
24020961
Software Version:
2024v5.1
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
NORTHERN OHIO GOLF CHARITIES FOUNDATION INC
  		1 Golf View Ln
North Olmsted,OH44070 		2024-04-16 100,000 SUPPORT FOR THE NORTHERN OHIO GOLF CHARITIES FOUNDATION'S GRANT APPLICATION PROCESS 100,000 No 01/24/25 2025-01-24 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
NORTHERN OHIO GOLF CHARITIES FOUNDATION INC
  		440 E WARNER RD
AKRON,OH443191925 		2023-04-03 100,000 SUPPORT FOR THE NORTHERN OHIO GOLF CHARITIES FOUNDATION'S GRANT APPLICATION PROCESS 100,000 NO 01/23/24 2024-01-23 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.

TY 2024 InvestmentsCorpBondsSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
24020961
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO INCOME FUND 18,878,944 16,870,084

TY 2024 InvestmentsCorpStockSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
EUROPACIFIC GROWTH FUND 8,807,698 7,896,618
DIAMOND HILL LARGE CAP FUND 16,823,500 15,719,342
ALGER SPECTRA FUND CLASS I 7,233,482 9,452,314
AMERICAN BEACON AHL 4,381,585 3,865,984
AMERICAN CTRY SMALL CAP FUND 10,717,014 10,048,077
ARTISAN INTERNATIONAL FUND 8,957,086 11,544,816
EATON VANCE - ATL FUND 10,517,167 13,338,302
FIDELITY 500 INDEX 8,900,691 15,817,055

TY 2024 InvestmentsOtherSchedule2
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Ares Global Multi Asset FMV 10,000,000 11,240,340
Principal Diversified Fund FMV 8,069,346 6,760,179
ICAPITAL HRBRVST DOVER ST X FMV 2,100,000 1,821,634
STONE RIDGE REINSURANCE RISK FMV 166,379 201,391

TY 2024 OtherIncomeSchedule2
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 11    
RECOVERY FROM PRIOR YEAR QUALIFYING DISTRIBUTIONS 500    
PASSTHROUGH INCOME FROM K-1   -4,357  


TY 2024 OtherProfessionalFeesSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT Management Fees 46,657 46,657    
ADVISORY FEES 30,000 30,000    
Benevity transaction fees 41,859     41,859


TY 2024 TaxesSchedule
Name:
FIRSTENERGY FOUNDATION
EIN:
34-6514181
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 64,560