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

35-6028058
B Telephone number (see instructions)

(513) 534-5310
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,671,633J 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... 34,532 33,875  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,710
b Gross sales price for all assets on line 6a 453,914
7 Capital gain net income (from Part IV, line 2)... 12,710
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 47,242 46,585  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,303 19,808   3,495
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,470 735 0 735
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
396 396   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
5 5    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,174 20,944 0 4,230
25 Contributions, gifts, grants paid....... 62,470 62,470
26 Total expenses and disbursements. Add lines 24 and 25 87,644 20,944 0 66,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -40,402
b Net investment income (if negative, enter -0-) 25,641
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............. 1 2 2
2 Savings and temporary cash investments......... 53,484 36,830 36,830
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) 177,760 Click to see attachment
List of Attached Documents:
// Content
134,731 		131,628
b Investments—corporate stock (attach schedule)....... 476,251 Click to see attachment
List of Attached Documents:
// Content
458,341 		872,054
c Investments—corporate bonds (attach schedule)....... 256,103 Click to see attachment
List of Attached Documents:
// Content
289,388 		279,366
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).......... 313,708 Click to see attachment
List of Attached Documents:
// Content
317,540 		351,753
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) 1,277,307 1,236,832 1,671,633
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,277,307 1,236,832
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,277,307 1,236,832
30 Total liabilities and net assets/fund balances (see instructions). 1,277,307 1,236,832
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,277,307
2
Enter amount from Part I, line 27a .....................
2
-40,402
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
85
4
Add lines 1, 2, and 3 ..........................
4
1,236,990
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
158
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,236,832
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 10000. BANK NEW YORK MELLON CORP 10/24/19 2.100 10/24/24   2021-12-21 2024-01-09
b 1.1 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MB   2000-10-24 2024-01-15
c 10000. UNITED STATES TREAS NTS 02/15/15 2.000 02/15/25   2021-10-18 2024-02-02
d 10000. US TREASURY NOTE 02/15/17 2.250 02/15/27   2021-12-10 2024-02-02
e 15000. US TREASURY NOTE 04/30/21 1.250 04/30/28   2023-05-03 2024-02-05
1.11 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2024-02-15
165. COMCAST CORP CL A   2016-11-15 2024-02-21
26. LOCKHEED MARTIN CORP   2022-05-18 2024-02-21
15. NVIDIA CORP   2021-07-26 2024-02-21
43. UNITED PARCEL SERVICE-CL B   2023-04-14 2024-02-21
10000. US TREASURY NT 08/15/23 3.875 08/15/33   2024-02-02 2024-02-22
25000. WELLS FARGO & CO NEW MTN 02/19/15 3.000 02/19/25   2016-04-08 2024-03-05
7. JOHNSON & JOHNSON   2022-05-12 2024-03-06
28. JOHNSON & JOHNSON   2022-06-07 2024-03-06
57. JOHNSON & JOHNSON   2020-01-14 2024-03-06
112. MORGAN STANLEY DEAN WITTER & CO   2021-07-26 2024-03-06
24. MORGAN STANLEY DEAN WITTER & CO   2023-03-13 2024-03-06
7. EATON CORP PLC SHS [QDI]   2023-04-14 2024-03-06
1.11 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2024-03-15
15000. BLACKROCK INC 03/18/14 3.500 03/18/24   2015-04-06 2024-03-18
8. ADOBE SYSTEMS INCORPORATED   2022-05-18 2024-03-28
19. ALPHABET INC CAP STK CL A   2022-02-03 2024-03-28
20. ALPHABET INC CAP STK CL A   2021-08-19 2024-03-28
17. ALPHABET INC CAP STK CL A   2022-05-18 2024-03-28
37. AMERICAN TOWER CORPORATION   2021-07-26 2024-03-28
1. AMERICAN TOWER CORPORATION   2023-02-01 2024-03-28
26. APPLE COMPUTER INC   2021-07-26 2024-03-28
13. APPLIED MATLS INC   2020-01-14 2024-03-28
104. COCA COLA CO   2020-01-17 2024-03-28
27. ILLINOIS TOOL WKS INC   2021-07-26 2024-03-28
22. J P MORGAN CHASE & CO   2021-07-26 2024-03-28
5. MCDONALDS CORP   2022-01-21 2024-03-28
1. MCDONALDS CORP   2021-08-19 2024-03-28
9. MCDONALDS CORP   2016-04-08 2024-03-28
7. NVIDIA CORP   2021-07-26 2024-03-28
244. PFIZER INC   2022-06-07 2024-03-28
3. PFIZER INC   2023-02-01 2024-03-28
16. S&P GLOBAL INC   2021-08-20 2024-03-28
10. S&P GLOBAL INC   2022-03-31 2024-03-28
17. EATON CORP PLC SHS [QDI]   2023-04-14 2024-03-28
7. LINDE PLC COM ISIN# IE000S9YS762   2022-05-12 2024-03-28
1.12 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2024-04-15
10000. UNITED STS TREAS NTS 08/15/21 1.250 08/15/31   2022-03-21 2024-05-07
1.1 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MB   2000-10-24 2024-05-15
54. ABBOTT LABS   2024-03-06 2024-05-21
64. ABBOTT LABS   2024-03-28 2024-05-21
98. ABBVIE INC.   2022-12-21 2024-05-21
21. ADOBE SYSTEMS INCORPORATED   2022-05-18 2024-05-21
105. CVS CORP COM   2022-01-14 2024-05-21
31. CVS CORP COM   2022-06-07 2024-05-21
1. CVS CORP COM   2023-02-01 2024-05-21
59. CISCO SYS INC   2021-07-26 2024-05-21
150. CISCO SYS INC   2021-07-26 2024-06-05
10. CISCO SYS INC   2023-02-01 2024-06-05
16. SALESFORCE, INC.   2021-07-26 2024-06-05
16. ALPHABET INC CAP STK CL A   2022-05-18 2024-06-14
3. AMAZON COM INC COM   2022-03-31 2024-06-14
5. AMERICAN ELEC PWR INC COM   2022-11-18 2024-06-14
17. APPLE COMPUTER INC   2021-07-26 2024-06-14
4. APPLIED MATLS INC   2020-01-14 2024-06-14
2. ARISTA NETWORKS INC   2024-06-05 2024-06-14
3. BERKSHIRE HATHAWAY INC DEL CL B   2024-02-21 2024-06-14
1. BLACKROCK INC   2024-03-06 2024-06-14
5. CHEVRONTEXACO CORP   2022-05-12 2024-06-14
5. COCA COLA CO   2020-01-17 2024-06-14
1. CUMMINS ENGINE INC   2024-03-28 2024-06-14
3. DANAHER CORPORATION   2024-05-21 2024-06-14
7. DISNEY WALT CO (HOLDING COMPANY)   2021-07-26 2024-06-14
3. EXXON MOBIL CORP   2023-07-12 2024-06-14
3. META PLATFORMS INC CL A   2024-02-21 2024-06-14
2. GOLDMAN SACHS GROUP   2024-03-28 2024-06-14
1. HOME DEPOT INC   2023-02-01 2024-06-14
1. HOME DEPOT INC   2023-07-12 2024-06-14
5. HONEYWELL INTL INC   2022-12-21 2024-06-14
1. INTUITIVE SURGICAL INC   2024-05-21 2024-06-14
62. ISHARES TR RUSSELL MIDCAP INDEX FD ETF   2021-06-09 2024-06-14
10. ISHARES CORE MSCI EMK ETF   2021-06-09 2024-06-14
84. ISHARES CORE MSCI EMK ETF   2020-01-09 2024-06-14
6. J P MORGAN CHASE & CO   2021-07-26 2024-06-14
1. LILLY ELI & CO COM   2024-05-21 2024-06-14
1. MARATHON PETROLEUM CORP   2023-04-14 2024-06-14
4. MARVELL TECHNOLOGY INC   2024-05-21 2024-06-14
2. MASTERCARD INC   2022-05-18 2024-06-14
1. MCDONALDS CORP   2016-04-08 2024-06-14
6. MERCK & CO INC   2024-05-21 2024-06-14
9. MICROSOFT CORP   2022-05-12 2024-06-14
7. NEXTERA ENERGY INC   2002-07-24 2024-06-14
3. NIKE INC CL B   2022-01-21 2024-06-14
30. NVIDIA CORP   2021-07-26 2024-06-14
3. PNC BANK CORP   2024-03-28 2024-06-14
2. PARKER HANNIFIN CORP COM   2024-03-28 2024-06-14
5. PROCTER & GAMBLE CO COM   2021-08-20 2024-06-14
4. PROLOGIS INC   2022-03-31 2024-06-14
2. SALESFORCE, INC.   2021-07-26 2024-06-14
3. SCHLUMBERGER LTD COM   2023-07-12 2024-06-14
1. SERVICENOW INC   2024-05-21 2024-06-14
2. SHERWIN WILLIAMS CO   2016-04-08 2024-06-14
1. TESLA, INC   2022-03-31 2024-06-14
2. TEXAS INSTRS INC COM   2021-07-26 2024-06-14
1. THERMO ELECTRON CORP COM   2024-03-06 2024-06-14
3. UNION PAC CORP COM   2024-02-21 2024-06-14
1. UNITEDHEALTH GROUP INC   2021-07-26 2024-06-14
36. VANGUARD REAL ESTATE ETF   2022-06-17 2024-06-14
13. WAL MART STORES INC COM   2021-08-20 2024-06-14
3. WASTE MANAGEMENT INC   2021-08-20 2024-06-14
19. WELLS FARGO COMPANY   2024-03-06 2024-06-14
4. WELLTOWER INC COM   2024-03-28 2024-06-14
2. ZOETIS INC   2022-01-21 2024-06-14
2. ACCENTURE PLC CLASS A [QDI]   2024-03-28 2024-06-14
1.11 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2024-06-15
1.14 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2024-07-15
5000. UNITED STATES TREAS NTS 02/15/15 2.000 02/15/25   2021-10-18 2024-08-08
5000. UNITED STATES TREAS NTS 02/15/15 2.000 02/15/25   2024-05-24 2024-08-08
10000. UNITED STATES TREAS NTS 02/15/15 2.000 02/15/25   2024-05-24 2024-08-14
1.19 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2024-08-15
10000. UNITED STATES TREAS NTS 02/15/19 2.625 02/15/29   2024-02-02 2024-09-11
1.13 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [M   2000-10-24 2024-09-15
7. ALPHABET INC CAP STK CL A   2022-05-18 2024-10-14
18. ALPHABET INC CAP STK CL A   2022-05-12 2024-10-14
3. BERKSHIRE HATHAWAY INC DEL CL B   2024-02-21 2024-10-14
2. BERKSHIRE HATHAWAY INC DEL CL B   2013-08-28 2024-10-14
29. CHEVRONTEXACO CORP   2021-07-26 2024-10-14
14. CHEVRONTEXACO CORP   2016-04-08 2024-10-14
54. LAUDER ESTEE COS INC CL A   2024-03-28 2024-10-14
24. MARATHON PETROLEUM CORP   2023-04-14 2024-10-14
106. MERCK & CO INC   2024-05-21 2024-10-14
78. SCHLUMBERGER LTD COM   2023-07-12 2024-10-14
52. WASTE MANAGEMENT INC   2021-08-20 2024-10-14
.97 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MB   2000-10-24 2024-10-15
5000. US TREASURY NOTE 11/15/21 1.375 11/15/31   2023-08-31 2024-10-17
5000. UNITED STATES TREAS NTS 05/15/23 3.375 05/15/33   2023-07-06 2024-10-17
. WELLS FARGO COMPANY     2024-11-13
.98 GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MB   2000-10-24 2024-11-15
1. GOVT NATL MTG ASSN POOL 538086 DTD 10/01/00 7.50% DUE 10/15/30 [MBS   2000-10-24 2024-12-15
5000. UNITED STS TREAS NTS 07/31/20 0.250 07/31/25   2023-09-14 2024-12-30
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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 9,750   10,252 -502
b 1   1  
c 9,717   10,393 -676
d 9,470   10,680 -1,210
e 13,317   13,500 -183
1   1  
6,869   5,545 1,324
11,103   11,290 -187
9,978   2,885 7,093
6,331   8,278 -1,947
9,655   9,902 -247
24,418   25,293 -875
1,115   1,242 -127
4,460   4,966 -506
9,080   8,321 759
9,598   10,825 -1,227
2,057   2,137 -80
2,073   1,131 942
1   1  
15,000   16,021 -1,021
4,013   3,188 825
2,862   2,747 115
3,012   2,707 305
2,561   1,912 649
7,254   10,506 -3,252
196   223 -27
4,448   3,877 571
2,665   812 1,853
6,352   5,927 425
7,236   6,122 1,114
4,396   3,335 1,061
1,411   1,273 138
282   236 46
2,539   1,155 1,384
6,350   1,347 5,003
6,839   13,057 -6,218
84   132 -48
6,793   7,001 -208
4,245   4,131 114
5,314   2,747 2,567
3,247   2,101 1,146
1   1  
8,050   9,115 -1,065
1   1  
5,556   6,451 -895
6,585   7,253 -668
15,977   15,825 152
10,106   8,370 1,736
6,014   11,137 -5,123
1,775   2,960 -1,185
57   87 -30
2,750   3,275 -525
6,901   8,326 -1,425
460   478 -18
3,770   3,961 -191
2,824   1,800 1,024
550   495 55
440   457 -17
3,611   2,535 1,076
947   250 697
657   595 62
1,216   1,222 -6
769   830 -61
762   820 -58
312   285 27
266   294 -28
763   800 -37
699   1,250 -551
327   320 7
1,510   1,394 116
892   833 59
346   338 8
346   318 28
1,042   1,069 -27
425   400 25
4,982   4,896 86
530   673 -143
4,453   4,561 -108
1,162   910 252
877   804 73
170   131 39
293   294 -1
888   672 216
253   128 125
776   784 -8
3,980   2,286 1,694
511   40 471
280   431 -151
3,953   577 3,376
453   484 -31
1,004   1,111 -107
832   726 106
449   652 -203
463   495 -32
129   170 -41
728   776 -48
594   196 398
178   363 -185
387   377 10
572   591 -19
666   751 -85
497   413 84
3,017   3,153 -136
870   656 214
611   459 152
1,089   1,087 2
416   372 44
341   402 -61
573   689 -116
1   1  
1   1  
4,926   5,164 -238
4,926   4,916 10
9,857   9,768 89
1   1  
9,656   9,455 201
1   1  
1,158   787 371
2,978   2,019 959
1,381   1,222 159
921   225 696
4,374   2,929 1,445
2,111   1,350 761
5,079   8,358 -3,279
3,901   3,134 767
11,540   13,852 -2,312
3,464   4,423 -959
11,129   7,955 3,174
1   1  
4,196   4,166 30
4,754   4,754  
13     13
1   1  
1   1  
4,886   4,865 21
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
      2,880
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       -502
b        
c       -676
d       -1,210
e       -183
       
      1,324
      -187
      7,093
      -1,947
      -247
      -875
      -127
      -506
      759
      -1,227
      -80
      942
       
      -1,021
      825
      115
      305
      649
      -3,252
      -27
      571
      1,853
      425
      1,114
      1,061
      138
      46
      1,384
      5,003
      -6,218
      -48
      -208
      114
      2,567
      1,146
       
      -1,065
       
      -895
      -668
      152
      1,736
      -5,123
      -1,185
      -30
      -525
      -1,425
      -18
      -191
      1,024
      55
      -17
      1,076
      697
      62
      -6
      -61
      -58
      27
      -28
      -37
      -551
      7
      116
      59
      8
      28
      -27
      25
      86
      -143
      -108
      252
      73
      39
      -1
      216
      125
      -8
      1,694
      471
      -151
      3,376
      -31
      -107
      106
      -203
      -32
      -41
      -48
      398
      -185
      10
      -19
      -85
      84
      -136
      214
      152
      2
      44
      -61
      -116
       
       
      -238
      10
      89
       
      201
       
      371
      959
      159
      696
      1,445
      761
      -3,279
      767
      -2,312
      -959
      3,174
       
      30
       
      13
       
       
      21
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 12,710
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) 1 356
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........................... 3 356
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- ..... 5 356
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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 9 356
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFIFTH THIRD BANK NA Telephone no.right arrow (513) 534-7001

Located atright arrow38 FOUNTAIN SQUARE PLAZA MD1090VDCINCINNATIOH ZIP+4right arrow45202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FIFTH THIRD BANK N A TRUSTEE
1 		23,303    
38 FOUNTAIN SQ PLAZA MD1090VD
CINCINNATI,OH45202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,567,466
b
Average of monthly cash balances.......................
1b
45,360
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,612,826
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
1,612,826
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,192
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,588,634
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
79,432
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
79,432
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
356
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
356
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
79,076
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
79,076
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
79,076
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
66,700
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
66,700
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 79,076
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 20,334
c From 2021...... 3,497
d From 2022...... 10,171
e From 2023...... 3,143
f Total of lines 3a through e ........ 37,145
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 66,700
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..... 66,700
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 12,376 12,376
(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 24,769
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		24,769
10 Analysis of line 9:
a Excess from 2020.... 7,958
b Excess from 2021.... 3,497
c Excess from 2022.... 10,171
d Excess from 2023.... 3,143
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

ST MARYS MEDICAL CENTER OF EVANSVILLE
INC
3700 WASHINGTON AVE
EVANSVILLE,IN477140541 		NONE PC ANNUAL FUND 62,470
Total .................................right arrow 3a 62,470
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 34,532  
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 12,710  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   47,242  
13Total. Add line 12, columns (b), (d), and (e)..................
13
47,242
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,470 735   735

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Statement:
INDIANA DOES NOT REQUIRE A COPY OF FORM 990-PF

TY 2024 InvestmentsCorpBondsSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Name of Bond End of Year Book Value End of Year Fair Market Value
084670BS6 BERKSHIRE HATHAWAY I 25,073 24,616
09247XAL5 BLACKROCK INC 03/18/    
166764BL3 CHEVRON CORP SR NT 0 24,981 24,512
94974BGH7 WELLS FARGO & CO NEW    
037833DP2 APPLE INC 09/11/19 2 10,191 8,980
06406RAL1 BANK NEW YORK MELLON    
22160KAP0 COSTCO WHOLESALE COR 9,706 8,559
24422EVS5 DEERE JOHN CAP CORP 9,828 8,386
494368CD3 KIMBERLY-CLARK CORP 9,959 8,435
57636QAU8 MASTERCARD INC 11/18 9,949 8,307
713448FE3 PEPSICO INC SR NT 10 9,787 8,316
172967ML2 CITIGROUP INC 01/29/ 8,480 8,848
194162AP8 COLGATE PALMOLIVE CO 9,912 8,984
46647PBE5 JPMORGAN CHASE & CO 8,691 9,008
61746BEF9 MORGAN STANLEY FR 01 9,976 9,818
87612EBM7 TARGET CORP 01/24/22 9,983 9,514
89788MAC6 TRUIST FINL CORP SR 8,803 9,108
210518DS2 CONSUMERS ENERGY CO 9,981 9,970
437076CV2 HOME DEPOT INC 12/04 9,987 10,083
69371RS64 PACCAR FINL CORP MED 9,984 10,076
747525BQ5 QUALCOMM INC SR NT 4 9,266 9,620
00724PAG4 ADOBE INC 04/04/24 4 9,981 9,918
06406RAH0 BANK NEW YORK MELLON 9,684 9,755
09290DAB7 BLACKROCK FDG INC 03 14,977 14,813
17275RBT8 CISCO SYS INC 02/26/ 9,990 9,964
191216DR8 COCA COLA CO 05/13/2 10,027 10,002
32113CCB4 FIRST NATL MASTER NT 10,203 10,093
857477CR2 STATE STR CORP 10/22 10,000 9,708
882508CG7 TEXAS INSTRS INC 02/ 9,989 9,973

TY 2024 InvestmentsCorpStockSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC CAP STK 4,061 38,239
023135106 AMAZON.COM INC 14,893 37,296
037833100 APPLE INC 4,209 62,855
038222105 APPLIED MATLS INC 3,185 8,294
084670702 BERKSHIRE HATHAWAY I 3,933 15,865
09247X101 BLACKROCK, INC    
166764100 CHEVRON CORPORATION 2,126 5,794
191216100 COCA COLA CO 5,393 8,156
20030N101 COMCAST CORP CL A    
254687106 DISNEY WALT CO 14,026 16,591
30303M102 META PLATFORMS INC C 16,918 26,348
437076102 HOME DEPOT INC 6,255 14,393
46625H100 JPMORGAN CHASE & CO 13,475 23,492
478160104 JOHNSON & JOHNSON    
57636Q104 MASTERCARD INC 2,145 18,430
580135101 MCDONALDS CORP 2,695 6,088
594918104 MICROSOFT CORP 4,672 62,804
65339F101 NEXTERA ENERGY INC 673 8,531
67103H107 O REILLY AUTOMOTIVE 4,245 8,301
717081103 PFIZER INC    
742718109 PROCTER & GAMBLE CO 13,212 16,597
824348106 SHERWIN WILLIAMS CO 4,024 13,937
883556102 THERMO FISHER SCIENT 14,333 17,168
17275R102 CISCO SYSTEMS INC    
452308109 ILLINOIS TOOL WKS IN    
617446448 MORGAN STANLEY    
67066G104 NVIDIA CORP 9,041 63,116
78409V104 S&P GLOBAL INC    
79466L302 SALESFORCE, INC. 6,016 10,030
88160R101 TESLA, INC 11,439 18,577
882508104 TEXAS INSTRS INC 11,286 11,626
91324P102 UNITEDHEALTH GROUP I 13,630 16,693
931142103 WALMART INC 14,245 26,473
94106L109 WASTE MGMT INC DEL    
00287Y109 ABBVIE INC    
00724F101 ADOBE SYS INC    
025537101 AMERICAN ELEC PWR IN 9,174 9,407
126650100 CVS HEALTH CORPORATI    
438516106 HONEYWELL INTL INC 18,500 19,878
539830109 LOCKHEED MARTIN CORP    
654106103 NIKE INC 8,577 4,540
949746101 WELLS FARGO & COMPAN 17,071 21,704
98978V103 ZOETIS INC 8,205 6,680
09857L108 BOOKING HLDGS INC 5,597 9,937
11135F101 BROADCOM INC 8,919 23,184
30231G102 EXXON MOBIL CORP 10,191 9,896
532457108 LILLY (ELI) & CO 8,814 16,984
56585A102 MARATHON PETROLEUM C    
806857108 SCHLUMBERGER LTD    
911312106 UNITED PARCEL SVC IN    
G29183103 EATON CORP PLC SHS S 8,667 12,943
G54950103 LINDE PLC COM ISIN# 3,601 5,024
002824100 ABBOTT LABS 7,953 7,691
040413205 ARISTA NETWORKS INC 10,113 15,032
09290D101 BLACKROCK INC 11,954 20,502
231021106 CUMMINS INC 7,940 9,412
235851102 DANAHER CORP 10,937 9,412
38141G104 GOLDMAN SACHS GROUP 11,659 16,033
46120E602 INTUITIVE SURGICAL I 9,406 11,483
573874104 MARVELL TECHNOLOGY I 4,636 6,958
693475105 PNC FINANCIAL SERVIC 7,908 9,450
701094104 PARKER HANNIFIN CORP 8,909 10,813
70450Y103 PAYPAL HLDGS INC 6,627 6,999
81762P102 SERVICENOW INC 7,760 10,601
90353T100 UBER TECHNOLOGIES IN 10,348 7,359
907818108 UNION PAC CORP 13,259 12,086
969457100 WILLIAMS COS INC 9,780 10,391
G1151C101 ACCENTURE PLC CLASS 11,706 11,961

TY 2024 InvestmentsGovtObligationsSch
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
US Government Securities - End of Year Book Value:

134,731
US Government Securities - End of Year Fair Market Value:

131,628
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
192476505 COHEN & STEERS REALT AT COST 20,670 23,396
36212MXP9 GN 538086 10/01/00 7 AT COST 59 59
412295107 HARDING LOEVNER INTL AT COST 44,037 44,192
464287200 ISHARES CORE S&P 500 AT COST 7,842 18,838
46434G103 ISHARES CORE MSCI EM AT COST 20,634 19,844
779562206 T. ROWE PRICE NEW HO AT COST 4,470 7,151
922908553 VANGUARD REAL ESTATE AT COST 28,971 43,204
03027X100 AMERICAN TOWER CORP      
464287499 ISHARES RUSSELL MIDC AT COST 15,160 16,973
464287655 ISHARES RUSSELL 2000 AT COST 9,988 9,501
46432F842 ISHARES CORE MSCI EA AT COST 109,840 99,376
317609295 SEAFARER OVERSEAS GR AT COST 11,000 10,962
74340W103 PROLOGIS INC AT COST 9,065 5,919
74256W584 PRINCIPAL MIDCAP CL AT COST 7,289 21,571
3137HCKV3 FREDDIE MAC 04/01/24 AT COST 10,496 10,151
3137HDXL9 FREDDIE MAC 08/01/24 AT COST 10,094 9,903
95040Q104 WELLTOWER INC COM AT COST 7,925 10,713

TY 2024 OtherDecreasesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Amount
RETURN OF CAPITAL ADJUSTMENT 7
ACCRUED INTEREST CARRYOVER TO 2025 150
MUTUAL FUND EARNINGS 1


TY 2024 OtherExpensesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 5 5   0


TY 2024 OtherIncreasesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Description Amount
PY ACCRUED INTEREST CARRYFORWARD TO 2024 78
ROUNDING 7


TY 2024 TaxesSchedule
Name:
E B LONG FOUNDATION UW FIFTH THIRD BANK
EIN:
35-6028058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR 326 326   0
FOREIGN TAXES ON NONQUALIFIED 70 70   0