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
EDWARD P CLARK MEMORIAL TR
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0381
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

01-6035550
B Telephone number (see instructions)

(207) 623-5624
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$9,078,401J 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... 262,033 262,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 355,921
b Gross sales price for all assets on line 6a 1,223,517
7 Capital gain net income (from Part IV, line 2)... 355,921
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........ 617,954 617,954  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,912 45,684   15,228
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
1,000 0 0 1,000
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
8,628 3,713   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
10 10    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,550 49,407 0 16,228
25 Contributions, gifts, grants paid....... 658,651 658,651
26 Total expenses and disbursements. Add lines 24 and 25 729,201 49,407 0 674,879
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -111,247
b Net investment income (if negative, enter -0-) 568,547
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 230,335 84,452 84,452
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 6,445,636 Click to see attachment
List of Attached Documents:
// Content
6,479,263 		8,993,949
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) 6,675,971 6,563,715 9,078,401
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........ 6,675,971 6,563,715
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)..... 6,675,971 6,563,715
30 Total liabilities and net assets/fund balances (see instructions). 6,675,971 6,563,715
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
6,675,971
2
Enter amount from Part I, line 27a .....................
2
-111,247
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,564,724
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,009
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,563,715
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 39. ABBOTT LABORATORIES COM   1995-04-27 2024-02-06
b 31. ABBOTT LABORATORIES COM   1995-04-27 2024-08-13
c 25. ABBOTT LABORATORIES COM   1995-04-27 2024-10-02
d 63. ALPHABET INC   2014-06-18 2024-02-06
e 50. ALPHABET INC   2014-06-18 2024-08-13
40. ALPHABET INC   2014-06-18 2024-10-02
41. AMAZON COM INC   2018-02-23 2024-02-06
32. AMAZON COM INC   2018-02-23 2024-08-13
25. AMAZON COM INC   2018-02-23 2024-10-02
15. AMERICAN TOWER CORP   2018-02-23 2024-02-06
12. AMERICAN TOWER CORP   2018-02-23 2024-08-13
9. AMERICAN TOWER CORP   2018-02-23 2024-10-02
127. APPLE INC   2008-10-24 2024-02-06
100. APPLE INC   2008-10-24 2024-08-13
79. APPLE INC   2008-10-24 2024-10-02
25599.87 BAIRD INTERMEDIATE BOND FUND $0.246     2024-02-06
150. BANK OF AMERICA CORP   2018-02-23 2024-02-06
119. BANK OF AMERICA CORP   2018-02-23 2024-08-13
91. BANK OF AMERICA CORP   2018-02-23 2024-10-02
28. CMS ENERGY CORP   2018-02-23 2024-02-06
22. CMS ENERGY CORP   2018-02-23 2024-08-13
17. CMS ENERGY CORP   2018-02-23 2024-10-02
11. CVS CORP COM   2018-11-28 2024-02-06
9. CVS CORP COM   2018-11-28 2024-08-13
7. CVS CORP COM   2018-11-28 2024-10-02
114. CAMECO CORP   2018-02-23 2024-02-06
90. CAMECO CORP   2018-02-23 2024-08-13
72. CAMECO CORP   2018-02-23 2024-10-02
42. COCA COLA CO   1994-09-15 2024-02-06
34. COCA COLA CO   1994-09-15 2024-08-13
26. COCA COLA CO   1994-09-15 2024-10-02
56. COMCAST CORP CL A   2014-06-18 2024-02-06
44. COMCAST CORP CL A   2014-06-18 2024-08-13
35. COMCAST CORP CL A   2014-06-18 2024-10-02
8. COSTCO WHOLESALE CORP   2006-03-31 2024-02-06
6. COSTCO WHOLESALE CORP   2006-03-31 2024-08-13
5. COSTCO WHOLESALE CORP   2006-03-31 2024-10-02
8. DANAHER CORP   2018-02-23 2024-02-06
6. DANAHER CORP   2018-02-23 2024-08-13
5. DANAHER CORP   2018-02-23 2024-10-02
13. DIAMONDBACK ENERGY INC   2018-02-23 2024-02-06
11. DIAMONDBACK ENERGY INC   2018-02-23 2024-08-13
8. DIAMONDBACK ENERGY INC   2018-02-23 2024-10-02
13. WALT DISNEY CO   2018-02-23 2024-02-06
11. WALT DISNEY CO   2018-02-23 2024-08-13
8. WALT DISNEY CO   2018-02-23 2024-10-02
31. EXXON MOBIL CORPORATION   1995-08-17 2024-02-06
.32 EXXON MOBIL CORPORATION   1995-08-17 2024-05-03
50. EXXON MOBIL CORPORATION   1995-08-17 2024-08-13
39. EXXON MOBIL CORPORATION   1995-08-17 2024-10-02
12. FACEBOOK INC   2018-02-23 2024-02-06
9. FACEBOOK INC   2018-02-23 2024-08-13
7. FACEBOOK INC   2018-02-23 2024-10-02
19. GILEAD SCIENCES INC   2006-03-31 2024-02-06
15. GILEAD SCIENCES INC   2006-03-31 2024-08-13
12. GILEAD SCIENCES INC   2006-03-31 2024-10-02
9. HOME DEPOT INC   2018-02-23 2024-02-06
7. HOME DEPOT INC   2018-02-23 2024-08-13
6. HOME DEPOT INC   2018-02-23 2024-10-02
41. INTEL CORP   1993-09-03 2024-02-06
32. INTEL CORP   1993-09-03 2024-08-13
25. INTEL CORP   1993-09-03 2024-10-02
8. INTUIT   2018-02-23 2024-02-06
6. INTUIT   2018-02-23 2024-08-13
5. INTUIT   2018-02-23 2024-10-02
3. ISHARES CORE S&P 500 ETF $5.06600   2015-03-13 2024-02-06
2. ISHARES CORE S&P 500 ETF $5.06600   2015-03-13 2024-08-13
2. ISHARES CORE S&P 500 ETF $5.06600   2015-03-13 2024-10-02
61. ISHARES CORE S&P MID-CAP ETF $2.67500   2014-02-10 2024-02-06
242. ISHARES CORE S&P MID-CAP ETF $2.67500   2014-02-10 2024-08-13
191. ISHARES CORE S&P MID-CAP ETF $2.67500   2014-02-10 2024-10-02
150. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND   2018-02-23 2024-02-06
119. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND   2018-02-23 2024-08-13
94. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND   2018-02-23 2024-10-02
48. ISHARES EDGE MSCI MIN VOL USA ETF$1.0230   2019-09-12 2024-02-06
38. ISHARES EDGE MSCI MIN VOL USA ETF$1.0230   2019-09-12 2024-08-13
30. ISHARES EDGE MSCI MIN VOL USA ETF$1.0230   2019-09-12 2024-10-02
403. ISHARES CORE MSCI EAFE ETF $1.88200   2016-12-19 2024-02-06
319. ISHARES CORE MSCI EAFE ETF $1.88200   2016-12-19 2024-08-13
252. ISHARES CORE MSCI EAFE ETF $1.88200   2016-12-19 2024-10-02
30. JP MORGAN CHASE & CO   2014-02-10 2024-02-06
24. JP MORGAN CHASE & CO   2014-02-10 2024-08-13
19. JP MORGAN CHASE & CO   2014-02-10 2024-10-02
16. JOHNSON & JOHNSON   1996-02-14 2024-02-06
13. JOHNSON & JOHNSON   1996-02-14 2024-08-13
10. JOHNSON & JOHNSON   1996-02-14 2024-10-02
17. KENVUE INC   1996-02-14 2024-02-06
14. KENVUE INC   1996-02-14 2024-08-13
11. KENVUE INC   1996-02-14 2024-10-02
15. MASTERCARD INC   2018-02-23 2024-02-06
12. MASTERCARD INC   2018-02-23 2024-08-13
9. MASTERCARD INC   2018-02-23 2024-10-02
9. MCDONALDS CORP   2014-06-18 2024-02-06
7. MCDONALDS CORP   2014-06-18 2024-08-13
5. MCDONALDS CORP   2014-06-18 2024-10-02
39. MERCK & CO INC   2018-02-23 2024-02-06
31. MERCK & CO INC   2018-02-23 2024-08-13
25. MERCK & CO INC   2018-02-23 2024-10-02
43. MICROSOFT CORP   1996-02-14 2024-02-06
34. MICROSOFT CORP   1996-02-14 2024-08-13
27. MICROSOFT CORP   1996-02-14 2024-10-02
30. MONDELEZ INTERNATIONAL INC   2018-02-23 2024-02-06
24. MONDELEZ INTERNATIONAL INC   2018-02-23 2024-08-13
19. MONDELEZ INTERNATIONAL INC   2018-02-23 2024-10-02
24. ORACLE CORPORATION COM   2015-03-11 2024-02-06
19. ORACLE CORPORATION COM   2015-03-11 2024-08-13
15. ORACLE CORPORATION COM   2015-03-11 2024-10-02
17. PNC FINANCIAL SERVICES GROUP   2018-02-23 2024-02-06
13. PNC FINANCIAL SERVICES GROUP   2018-02-23 2024-08-13
11. PNC FINANCIAL SERVICES GROUP   2018-02-23 2024-10-02
38. PFIZER INC   2018-02-23 2024-02-06
30. PFIZER INC   2018-02-23 2024-08-13
24. PFIZER INC   2018-02-23 2024-10-02
14. PIONEER NATURAL RESOURCES CO   2018-02-23 2024-02-06
24. PROCTER & GAMBLE CO COM   2018-02-23 2024-02-06
19. PROCTER & GAMBLE CO COM   2018-02-23 2024-08-13
15. PROCTER & GAMBLE CO COM   2018-02-23 2024-10-02
18. PROLOGIS INC   2018-02-23 2024-02-06
14. PROLOGIS INC   2018-02-23 2024-08-13
11. PROLOGIS INC   2018-02-23 2024-10-02
1.89 KT VALUE EQUITY FUND     2024-02-06
1.5 KT VALUE EQUITY FUND   2002-07-11 2024-08-13
1.18 KT VALUE EQUITY FUND   2002-07-11 2024-10-02
19. RAYTHEON TECHNOLOGIES CORP   2002-04-23 2024-02-06
15. RAYTHEON TECHNOLOGIES CORP   2002-04-23 2024-08-13
12. RAYTHEON TECHNOLOGIES CORP   2002-04-23 2024-10-02
32. REPUBLIC SERVICES INC   2018-02-23 2024-02-06
25. REPUBLIC SERVICES INC   2018-02-23 2024-08-13
20. REPUBLIC SERVICES INC   2018-02-23 2024-10-02
9. ROPER TECHNOLOGIES INC   2018-02-23 2024-02-06
7. ROPER TECHNOLOGIES INC   2018-02-23 2024-08-13
6. ROPER TECHNOLOGIES INC   2018-02-23 2024-10-02
13. SHERWIN WILLIAMS CO COM   2018-02-23 2024-02-06
11. SHERWIN WILLIAMS CO COM   2018-02-23 2024-08-13
8. SHERWIN WILLIAMS CO COM   2018-02-23 2024-10-02
13. THERMO FISHER SCIENTIFIC INC   2018-02-23 2024-02-06
11. THERMO FISHER SCIENTIFIC INC   2018-02-23 2024-08-13
9. THERMO FISHER SCIENTIFIC INC   2018-02-23 2024-10-02
150000. UNITED STATES TREAS NTS   2022-10-21 2024-09-30
587. VANGUARD FTSE DEV MKTS ETF $1.11400   2018-02-23 2024-02-06
465. VANGUARD FTSE DEV MKTS ETF $1.11400   2018-02-23 2024-08-13
368. VANGUARD FTSE DEV MKTS ETF $1.11400   2018-02-23 2024-10-02
476. VANGUARD FTSE EMERGING MKTS ETF $1.05000     2024-02-06
376. VANGUARD FTSE EMERGING MKTS ETF $1.05000   2012-11-05 2024-08-13
297. VANGUARD FTSE EMERGING MKTS ETF $1.05000   2012-11-05 2024-10-02
46. VERALTO CORP   2018-02-23 2024-02-06
28. VERIZON COMMUNICATIONS INC   1998-06-19 2024-02-06
22. VERIZON COMMUNICATIONS INC   1998-06-19 2024-08-13
17. VERIZON COMMUNICATIONS INC   1998-06-19 2024-10-02
5422.1 VICTORY INCORE FUND FOR INCOME $0.526   2013-09-11 2024-02-06
19. ACCENTURE PLC   2018-02-23 2024-02-06
15. ACCENTURE PLC   2018-02-23 2024-08-13
11. ACCENTURE PLC   2018-02-23 2024-10-02
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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 4,400   343 4,057
b 3,348   273 3,075
c 2,830   220 2,610
d 9,066   1,752 7,314
e 8,190   1,390 6,800
6,658   1,112 5,546
6,918   3,062 3,856
5,368   2,390 2,978
4,608   1,867 2,741
2,866   2,125 741
2,681   1,700 981
2,079   1,275 804
23,783   431 23,352
22,103   340 21,763
17,848   268 17,580
263,167   283,883 -20,716
4,938   4,784 154
4,545   3,795 750
3,570   2,902 668
1,586   1,133 453
1,446   890 556
1,197   688 509
808   883 -75
505   722 -217
441   562 -121
5,484   1,052 4,432
3,487   831 2,656
3,512   664 2,848
2,509   497 2,012
2,323   402 1,921
1,856   308 1,548
2,484   1,463 1,021
1,711   1,150 561
1,448   914 534
5,645   436 5,209
5,148   327 4,821
4,373   273 4,100
1,962   696 1,266
1,604   522 1,082
1,369   435 934
1,960   1,650 310
2,154   1,396 758
1,461   1,015 446
1,265   1,385 -120
941   1,172 -231
750   852 -102
3,167   559 2,608
38   6 32
5,894   902 4,992
4,750   703 4,047
5,458   2,189 3,269
4,724   1,641 3,083
4,021   1,277 2,744
1,468   297 1,171
1,109   234 875
1,000   187 813
3,201   1,681 1,520
2,428   1,308 1,120
2,444   1,121 1,323
1,729   161 1,568
641   126 515
566   98 468
5,072   1,372 3,700
3,860   1,029 2,831
3,037   858 2,179
1,484   624 860
1,083   416 667
1,141   416 725
16,694   7,987 8,707
14,198   6,337 7,861
11,779   5,002 6,777
15,515   11,616 3,899
13,034   9,215 3,819
10,810   7,279 3,531
3,838   3,084 754
3,309   2,442 867
2,724   1,928 796
28,107   21,751 6,356
23,208   17,217 5,991
19,449   13,601 5,848
5,243   1,700 3,543
4,943   1,360 3,583
3,934   1,077 2,857
2,504   391 2,113
2,050   318 1,732
1,615   245 1,370
349   52 297
297   43 254
249   34 215
6,843   2,618 4,225
5,476   2,095 3,381
4,436   1,571 2,865
2,548   912 1,636
1,889   709 1,180
1,503   507 996
4,965   2,041 2,924
3,539   1,622 1,917
2,863   1,308 1,555
17,380   266 17,114
14,041   211 13,830
11,414   167 11,247
2,249   1,310 939
1,677   1,048 629
1,383   829 554
2,776   1,001 1,775
2,543   792 1,751
2,514   626 1,888
2,480   2,684 -204
2,172   2,053 119
1,975   1,737 238
1,021   1,298 -277
863   1,025 -162
686   820 -134
3,190   2,517 673
3,802   1,938 1,864
3,176   1,534 1,642
2,585   1,211 1,374
2,320   1,104 1,216
1,694   859 835
1,353   675 678
2,741   2,455 286
2,334   2,091 243
1,941   1,694 247
1,749   375 1,374
1,749   296 1,453
1,502   237 1,265
5,530   2,112 3,418
4,994   1,650 3,344
4,012   1,320 2,692
4,882   2,520 2,362
3,670   1,960 1,710
3,296   1,680 1,616
3,967   1,724 2,243
3,810   1,459 2,351
3,019   1,061 1,958
7,171   2,734 4,437
6,607   2,313 4,294
5,490   1,892 3,598
150,000   149,309 691
27,780   26,594 1,186
22,982   21,067 1,915
19,253   16,672 2,581
19,299   20,960 -1,661
16,485   15,792 693
14,582   12,474 2,108
3,540   1,586 1,954
1,155   1,217 -62
892   956 -64
767   739 28
37,413   57,474 -20,061
7,011   3,078 3,933
4,774   2,430 2,344
3,879   1,782 2,097
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
      581
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       4,057
b       3,075
c       2,610
d       7,314
e       6,800
      5,546
      3,856
      2,978
      2,741
      741
      981
      804
      23,352
      21,763
      17,580
      -20,716
      154
      750
      668
      453
      556
      509
      -75
      -217
      -121
      4,432
      2,656
      2,848
      2,012
      1,921
      1,548
      1,021
      561
      534
      5,209
      4,821
      4,100
      1,266
      1,082
      934
      310
      758
      446
      -120
      -231
      -102
      2,608
      32
      4,992
      4,047
      3,269
      3,083
      2,744
      1,171
      875
      813
      1,520
      1,120
      1,323
      1,568
      515
      468
      3,700
      2,831
      2,179
      860
      667
      725
      8,707
      7,861
      6,777
      3,899
      3,819
      3,531
      754
      867
      796
      6,356
      5,991
      5,848
      3,543
      3,583
      2,857
      2,113
      1,732
      1,370
      297
      254
      215
      4,225
      3,381
      2,865
      1,636
      1,180
      996
      2,924
      1,917
      1,555
      17,114
      13,830
      11,247
      939
      629
      554
      1,775
      1,751
      1,888
      -204
      119
      238
      -277
      -162
      -134
      673
      1,864
      1,642
      1,374
      1,216
      835
      678
      286
      243
      247
      1,374
      1,453
      1,265
      3,418
      3,344
      2,692
      2,362
      1,710
      1,616
      2,243
      2,351
      1,958
      4,437
      4,294
      3,598
      691
      1,186
      1,915
      2,581
      -1,661
      693
      2,108
      1,954
      -62
      -64
      28
      -20,061
      3,933
      2,344
      2,097
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 355,921
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 7,903
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 7,903
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 7,903
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. 8 268
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 8,171
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 arrowME
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 arrowKEYBANK NATIONAL ASSOCIATION Telephone no.right arrow (216) 813-4548

Located atright arrow4900 TIEDEMAN RD OH-01-49-0381BROOKLYNOH ZIP+4right arrow441442302
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
KEYBANK N A TRUSTEE
1 		60,912    
127 PUBLIC SQUARE
CLEVELAND,OH44144
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
9,189,820
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,189,820
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
9,189,820
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
137,847
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,051,973
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
452,599
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
452,599
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,903
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,903
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
444,696
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
444,696
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
444,696
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
674,879
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
674,879
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 7 444,696
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 296,760
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 674,879
a Applied to 2023, but not more than line 2a 296,760
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..... 378,119
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		66,577
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MILES MEMORIAL HOSPITAL INC

35 MILES ST
DAMARISCOTTA,ME04543 		NONE PC ASSIST W/EDUCATION, 98,798

MAINE CANCER FOUNDATION

170 US RTE 1
FALMOUTH,ME041052152 		NONE PC EDUCATION, RESEARCH, AND 65,865

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394822 		NONE PC SCHOLARSHIPS FOR QUALIFYING 131,730

SECOND CONGREGATIONAL CHURCH

16 COURT SQ
GREENFIELD,MA013013546 		NONE PC GENERAL OPERATING 65,865

BENEVOLENT FDN ANCIENT ACCEPT
SCOTTISH RITES OF SUPREME COUNC
P O BOX 519
LEXINGTON,MA02421 		NONE PC SUPPORT MENTAL HEALTH 65,865

BENEFICENT CONGREGATIONAL CHURCH

300 WEYBOSSET ST
PROVIDENCE,RI029033731 		NONE PC MEM OF J K CLARK-SUPPORT 65,865

SHRINERS HOSPITAL FOR CHILDREN

2900 N ROCKY POINT DRIVE
TAMPA,FL336071435 		NONE PC GENERAL OPERATING 164,663
Total .................................right arrow 3a 658,651
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 ....     14 262,033  
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 ............ 		    18 355,921  
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) ..   617,954  
13Total. Add line 12, columns (b), (d), and (e)..................
13
617,954
(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:
EDWARD P CLARK MEMORIAL TR
EIN:
01-6035550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2024 InvestmentsOtherSchedule2
Name:
EDWARD P CLARK MEMORIAL TR
EIN:
01-6035550
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00206R102 AT&T INC      
023135106 AMAZON COM INC AT COST 48,625 142,823
03027X100 AMERICAN TOWER CORP AT COST 33,436 43,285
03076C106 AMERIPRISE FINANCIAL      
060505104 BANK OF AMERICA CORP AT COST 76,866 105,920
09857L108 BOOKING HOLDINGS INC      
125896100 CMS ENERGY CORP AT COST 17,999 29,659
126650100 CVS HEALTH CORPORATI AT COST 14,208 7,946
20030N101 COMCAST CORP AT COST 23,669 34,002
22160K105 COSTCO WHOLESALE COR AT COST 6,596 110,869
235851102 DANAHER CORP DEL AT COST 10,533 27,776
254687106 WALT DISNEY CO AT COST 22,689 23,718
30303M102 FACEBOOK INC AT COST 35,017 112,418
437076102 HOME DEPOT INC AT COST 28,019 58,349
458140100 INTEL CORP AT COST 2,557 13,073
461202103 INTUIT AT COST 21,787 79,820
464287226 ISHARES CORE US AGGR AT COST 610,469 525,101
464287804 ISHARES CORE S&P SMA AT COST 186,396 277,335
464288638 ISHARES INTERMEDIATE AT COST 412,544 391,476
46429B697 ISHARES EDGE MSCI MI AT COST 48,901 67,569
46432F396 ISHARES EDGE MSCI US      
46432F842 ISHARES CORE MSCI EA AT COST 349,149 454,641
478160104 JOHNSON & JOHNSON AT COST 6,483 38,324
57060D108 MARKETAXESS HOLDINGS      
580135101 MCDONALDS CORP AT COST 14,283 40,874
609207105 MONDELEZ INTERNATION AT COST 21,127 28,909
68389X105 ORACLE CORP AT COST 16,223 64,823
693475105 PNC FINANCIAL SERVIC AT COST 42,946 52,455
717081103 PFIZER INC AT COST 21,105 16,396
742718109 PROCTER & GAMBLE CO AT COST 30,765 63,875
74340W103 PROLOGIS INC AT COST 17,364 29,913
760759100 REPUBLIC SERVICES IN AT COST 33,467 101,998
816851109 SEMPRA ENERGY      
855244109 STARBUCKS CORP      
921943858 VANGUARD FTSE DEV MK AT COST 427,725 451,469
922042858 VANGUARD FTSE EMERGI AT COST 317,045 335,981
92206C409 VANGUARD SHORT-TERM AT COST 336,928 327,564
92206C771 VANGUARD MTG-BACKED AT COST 257,299 226,700
92206C870 VANGUARD INTERM-TERM AT COST 520,332 480,576
46625H100 JP MORGAN CHASE & CO AT COST 27,433 116,020
92343V104 VERIZON COMMUNICATIO AT COST 19,347 17,796
25278X109 DIAMONDBACK ENERGY I AT COST 27,035 34,896
002824100 ABBOTT LABS AT COST 5,533 71,146
057071805 BAIRD INTERMEDIATE B AT COST 216,708 205,400
75513E101 RAYTHEON TECHNOLOGIE AT COST 5,961 34,947
464287200 ISHARES CORE S&P 500 AT COST 8,947 25,313
594918104 MICROSOFT CORP AT COST 4,275 290,835
552984692 MFS MUNI HIGH INCOME      
723787107 PIONEER NATURAL RESO      
30231G102 EXXON MOBIL CORP AT COST 51,032 108,538
68622V106 ORGANON & CO      
776696106 ROPER TECHNOLOGIES I AT COST 40,884 75,898
718172109 PHILIP MORRIS INTERN      
464287242 ISHARES IBOXX $INVES AT COST 241,724 240,390
02079K305 ALPHABET INC AT COST 28,309 192,707
375558103 GILEAD SCIENCES INC AT COST 4,871 28,819
464287507 ISHARES CORE S&P MID AT COST 171,026 305,444
58933Y105 MERCK & CO INC AT COST 32,919 62,573
037833100 APPLE INC AT COST 6,903 509,104
464288166 ISHARES BARCLAYS TR      
883556102 THERMO FISHER SCIENT AT COST 46,259 114,451
191216100 COCA COLA CO AT COST 8,050 42,337
7495209S3 KEY TRUST CORE EQUIT AT COST 44,087 52,040
824348106 SHERWIN WILLIAMS CO AT COST 28,252 72,405
G1151C101 ACCENTURE PLC AT COST 48,275 104,833
92556V106 VIATRIS INC      
641224415 NEUBERGER BERMAN EME      
57636Q104 MASTERCARD INC AT COST 42,414 127,957
09260B747 BLACKROCK FLOATING R AT COST 150,155 138,569
464288661 ISHARES BARCLAYS 3-7      
023608102 AMEREN CORP      
464288612 ISHARES BARCLAYS INT AT COST 91,738 83,071
92646A658 VICTORY INCORE FUND AT COST 53,049 34,000
19416QEA4 COLGATE-PALMOLIVE CO      
13321L108 CAMECO CORP AT COST 16,943 94,352
9128285K2 UNITED STATES TREAS      
91282CFN6 UNITED STATES TREAS      
49177J102 KENVUE INC AT COST 850 5,957
91282CGN5 UNITED STATES TREAS AT COST 148,939 150,042
92338C103 VERALTO CORP      
9128285M8 UNITED STATES TREAS AT COST 147,791 143,534
91282CGL9 UNITED STATES TREAS AT COST 248,262 249,343
91282CJT9 UNITED STATES TREAS AT COST 248,779 248,770
91282CLG4 UNITED STATES TREAS AT COST 249,961 246,825

TY 2024 OtherDecreasesSchedule
Name:
EDWARD P CLARK MEMORIAL TR
EIN:
01-6035550
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 1,007
ROUNDING 2


TY 2024 OtherExpensesSchedule
Name:
EDWARD P CLARK MEMORIAL TR
EIN:
01-6035550
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE 10 10   0


TY 2024 TaxesSchedule
Name:
EDWARD P CLARK MEMORIAL TR
EIN:
01-6035550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,209 2,209   0
FEDERAL TAX PAYMENT - PRIOR YE 4,915 0   0
FOREIGN TAXES ON NONQUALIFIED 1,504 1,504   0