Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BROTHERHOOD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-6883645
B Telephone number (see instructions)

(330) 742-7021
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$1,999,515J 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... 51,993 51,993  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,742
b Gross sales price for all assets on line 6a 551,482
7 Capital gain net income (from Part IV, line 2)... 78,742
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46 46  
12 Total. Add lines 1 through 11........ 130,781 130,781  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,610 12,305   12,305
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
1,250 0 0 1,250
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
1,210 617   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,270 12,922 0 13,755
25 Contributions, gifts, grants paid....... 50,000 50,000
26 Total expenses and disbursements. Add lines 24 and 25 77,270 12,922 0 63,755
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 53,511
b Net investment income (if negative, enter -0-) 117,859
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............. -742    
2 Savings and temporary cash investments......... 14,615 27,502 27,502
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)....... 1,555,108 Click to see attachment
List of Attached Documents:
// Content
1,609,319 		1,972,013
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)..........     0
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) 1,568,981 1,636,821 1,999,515
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........ 1,568,981 1,636,821
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)..... 1,568,981 1,636,821
30 Total liabilities and net assets/fund balances (see instructions). 1,568,981 1,636,821
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
1,568,981
2
Enter amount from Part I, line 27a .....................
2
53,511
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,464
4
Add lines 1, 2, and 3 ..........................
4
1,636,956
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
135
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,636,821
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 5. FIDELITY MERRIMACK STR TR   2022-12-21 2024-01-29
b 8. ISHARES TR   2022-12-21 2024-01-29
c 19. ISHARES TR   2022-12-21 2024-01-29
d 500. SPDR SER TR   2022-12-21 2024-01-29
e 101. FIDELITY MERRIMACK STR TR   2022-12-21 2024-02-12
34. INVESCO ULTRA SHORT DURATION ETF   2022-12-21 2024-02-12
192.99896 ISHARES TR   2022-12-21 2024-02-12
3.00104 ISHARES TR   2022-12-21 2024-02-12
39. ISHARES TR   2022-12-21 2024-02-12
1808. ISHARES TR   2022-12-21 2024-02-12
473. SPDR SER TR   2022-12-21 2024-02-12
12. ADOBE SYS INC W/1 RT/SH     2024-03-01
30. ADOBE SYS INC W/1 RT/SH   2023-02-07 2024-03-01
4. BOOKING HLDGS INC     2024-03-01
85. NEXTERA ENERGY, INC     2024-03-01
111. NEXTERA ENERGY, INC     2024-03-01
60. PNC FINANCIAL CORP     2024-03-01
2. PEPSICO INC   2024-02-12 2024-03-01
63. PEPSICO INC     2024-03-01
1. UNITEDHEALTH GROUP INC   2024-02-12 2024-03-01
35. UNITEDHEALTH GROUP INC     2024-03-01
.25 GE VERNOVA INC.   2023-05-02 2024-04-16
5. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2024-04-25
50. APPLE COMPUTER     2024-04-25
6. APPLIED MATERIALS INC   2024-03-01 2024-04-25
3. ATMOS ENERGY CORP   2023-05-31 2024-04-25
6. BOSTON SCIENTIFIC CORP   2023-05-02 2024-04-25
27. GE VERNOVA INC.     2024-04-25
10. ELI LILLY & CO   2020-03-23 2024-04-25
19. SYNOPSYS INC W/1 RT/SH     2024-04-25
45. VISA INC     2024-04-25
1. ALPHABET INC   2019-01-18 2024-06-18
171. COMCAST CORP NEW     2024-06-18
174. COMCAST CORP NEW   2023-05-02 2024-06-18
82. DISNEY (WALT) CO     2024-06-18
1. FACEBOOK INC CL-A   2023-05-02 2024-06-18
1. ISHARES S & P MIDCAP 400   2022-11-10 2024-06-18
61. J P MORGAN CHASE & CO   2000-12-05 2024-06-18
53. LOWES COMPANIES INC   2024-03-01 2024-06-18
1. MCDONALDS CORP   2024-02-12 2024-06-18
56. MCDONALDS CORP     2024-06-18
1. PARKER HANNIFIN CORP   2024-02-12 2024-06-18
28. PARKER HANNIFIN CORP     2024-06-18
1. SPDR INDEX SHS FDS   2022-11-10 2024-06-18
1. SALESFORCE.COM INC   2024-02-12 2024-06-18
42. SALESFORCE.COM INC   2023-02-07 2024-06-18
1. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2024-06-18
2. VANGUARD TAX-MANAGED INTL FD   2022-11-10 2024-06-18
1. ZOETIS INC   2023-11-17 2024-06-18
23. AES CORP   2024-06-18 2024-07-19
2. ADVANCED MICRO DEVICES INC W/1   2023-07-17 2024-07-19
4. ALPHABET INC   2019-01-18 2024-07-19
7. AMAZON.COM INC   2018-04-02 2024-07-19
5. AMERICAN ELECTRIC POWER CO INC   2022-05-19 2024-07-19
1. AMERICAN TOWER CORP -CL A (REIT)   2023-11-17 2024-07-19
2. ANALOG DEVICES   2020-08-14 2024-07-19
4. APPLE COMPUTER   2020-05-07 2024-07-19
2. APPLIED MATERIALS INC   2024-03-01 2024-07-19
2. ATMOS ENERGY CORP   2023-05-31 2024-07-19
1. BERKSHIRE HATHAWAY CL-B   2023-09-28 2024-07-19
8. BOSTON SCIENTIFIC CORP   2023-05-02 2024-07-19
5. BROADCOM INC   2023-12-21 2024-07-19
2. CONSTELLATION BRANDS INC CL A   2022-05-19 2024-07-19
1. COSTCO WHOLESALE CORP   2019-01-18 2024-07-19
2. EOG RESOURCES INC   2022-05-19 2024-07-19
5. EMERSON ELECTRIC CO   2022-11-10 2024-07-19
3. EXXON MOBIL CORP COM   2022-11-10 2024-07-19
2. FACEBOOK INC CL-A   2023-05-02 2024-07-19
2. GENERAL ELEC CO   2023-05-02 2024-07-19
3. INTUITIVE SURGICAL INC   2023-05-02 2024-07-19
1. ELI LILLY & CO   2020-03-23 2024-07-19
1. LOCKHEED MARTIN (COMMON STOCK)   2022-05-19 2024-07-19
3. M & T BANK CORP   2021-05-27 2024-07-19
3. MICROSOFT CORP   2015-04-14 2024-07-19
1. NETFLIX INC   2023-02-07 2024-07-19
10. NVIDIA CORP   2020-05-07 2024-07-19
3. ORACLE CORP   2024-06-18 2024-07-19
2. PALO ALTO NETWORKS INC   2023-12-21 2024-07-19
2. PROCTER & GAMBLE CO   2020-03-23 2024-07-19
3. RTX CORP   2024-04-25 2024-07-19
1. ROCKWELL INTL CORP NEW   2023-02-07 2024-07-19
83. SPDR INDEX SHS FDS     2024-07-19
1. SERVICENOW INC   2022-06-29 2024-07-19
11. SHERWIN WILLIAMS CO   2024-06-18 2024-07-19
2. STRYKER CORP   2024-03-01 2024-07-19
2. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2024-07-19
2. T-MOBILE US INC   2023-02-07 2024-07-19
1. TARGET CORP   2024-03-01 2024-07-19
2. TESLA INC   2021-08-20 2024-07-19
3. US BANCORP DEL NEW   2023-12-21 2024-07-19
4. VALERO ENERGY   2018-04-02 2024-07-19
332. VANGUARD TAX-MANAGED INTL FD   2022-11-10 2024-07-19
2. VISA INC   2020-05-07 2024-07-19
4. WAL-MART STORES, INC.   2022-11-10 2024-07-19
2. ZOETIS INC   2023-11-17 2024-07-19
1. ACCENTURE PLC-CL A   2019-01-18 2024-07-19
1. LINDE PLC   2023-11-17 2024-07-19
2. CHUBB LTD   2021-08-20 2024-07-19
350. CHIPOTLE MEXICAN GRILL INC CLASS A     2024-08-09
130. FIDELITY MERRIMACK STR TR   2022-12-21 2024-08-09
39. INVESCO ULTRA SHORT DURATION ETF   2022-12-21 2024-08-09
19. ISHARES TR     2024-08-09
208. ISHARES GOLDMAN SACHS CORPORATE BOND FD   2022-12-21 2024-08-09
51. ISHARES TR   2022-12-21 2024-08-09
195. ISHARES TR   2022-12-21 2024-08-09
89. ISHARES TR   2022-12-21 2024-08-09
57. NVIDIA CORP   2020-08-14 2024-08-09
594. SPDR SER TR   2022-12-21 2024-08-09
70. TARGET CORP   2024-03-01 2024-08-09
2. TESLA INC   2024-02-12 2024-08-09
61. TESLA INC     2024-08-09
780. AES CORP     2024-11-22
118. APPLIED MATERIALS INC     2024-11-22
7. CONSTELLATION BRANDS INC CL A     2024-11-22
56. CONSTELLATION BRANDS INC CL A     2024-11-22
13. ELI LILLY & CO     2024-11-22
75. MICRON TECHNOLOGY INC     2024-11-22
(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 227   229 -2
b 620   598 22
c 423   418 5
d 14,912   14,753 159
e 4,566   4,622 -56
1,698   1,682 16
20,497   20,791 -294
319   323 -4
3,012   2,913 99
39,993   39,761 232
14,050   13,956 94
6,759   5,196 1,563
16,897   11,270 5,627
13,857   9,526 4,331
4,661   5,088 -427
6,087   4,659 1,428
8,834   7,824 1,010
327   336 -9
10,292   8,778 1,514
479   514 -35
16,780   9,218 7,562
34   21 13
431   491 -60
8,473   3,406 5,067
1,168   1,246 -78
353   347 6
438   319 119
3,782   2,291 1,491
7,259   1,199 6,060
9,949   8,816 1,133
12,212   6,888 5,324
176   56 120
6,352   6,487 -135
6,463   7,153 -690
8,297   7,896 401
504   241 263
58   49 9
12,004   2,361 9,643
12,063   12,887 -824
251   290 -39
14,036   13,968 68
508   520 -12
14,222   9,682 4,540
42   42  
230   289 -59
9,675   7,052 2,623
110   89 21
99   83 16
170   176 -6
393   436 -43
308   229 79
716   223 493
1,283   487 796
465   491 -26
211   200 11
474   235 239
904   303 601
432   415 17
246   232 14
440   358 82
613   425 188
816   562 254
494   471 23
842   213 629
263   246 17
582   461 121
356   330 26
965   482 483
317   161 156
1,353   906 447
872   120 752
475   425 50
501   481 20
1,315   125 1,190
644   357 287
1,200   76 1,124
418   431 -13
664   601 63
337   195 142
310   304 6
273   288 -15
3,617   3,467 150
746   479 267
3,541   3,300 241
669   702 -33
226   178 48
365   283 82
150   153 -3
490   453 37
133   130 3
593   364 229
16,740   13,731 3,009
537   366 171
283   190 93
358   352 6
333   151 182
443   409 34
525   373 152
19,340   10,640 8,700
5,989   5,949 40
1,953   1,929 24
2,055   2,049 6
22,807   22,323 484
3,975   3,809 166
23,052   22,602 450
1,987   1,957 30
6,016   656 5,360
17,767   17,526 241
9,402   10,721 -1,319
394   385 9
12,027   13,810 -1,783
10,286   14,712 -4,426
20,543   24,364 -3,821
1,675   1,680 -5
13,401   13,170 231
9,770   2,514 7,256
7,700   11,465 -3,765
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       -2
b       22
c       5
d       159
e       -56
      16
      -294
      -4
      99
      232
      94
      1,563
      5,627
      4,331
      -427
      1,428
      1,010
      -9
      1,514
      -35
      7,562
      13
      -60
      5,067
      -78
      6
      119
      1,491
      6,060
      1,133
      5,324
      120
      -135
      -690
      401
      263
      9
      9,643
      -824
      -39
      68
      -12
      4,540
       
      -59
      2,623
      21
      16
      -6
      -43
      79
      493
      796
      -26
      11
      239
      601
      17
      14
      82
      188
      254
      23
      629
      17
      121
      26
      483
      156
      447
      752
      50
      20
      1,190
      287
      1,124
      -13
      63
      142
      6
      -15
      150
      267
      241
      -33
      48
      82
      -3
      37
      3
      229
      3,009
      171
      93
      6
      182
      34
      152
      8,700
      40
      24
      6
      484
      166
      450
      30
      5,360
      241
      -1,319
      9
      -1,783
      -4,426
      -3,821
      -5
      231
      7,256
      -3,765
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 78,742
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 1,638
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 1,638
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 1,638
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,231
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 1,231
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 9 407
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 arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 742-7021

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
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
HUNTINGTON NATIONAL BANK TRUSTEE
1 		24,610    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
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
1,922,863
b
Average of monthly cash balances.......................
1b
56,171
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,979,034
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
1,979,034
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,686
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,949,348
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
97,467
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
97,467
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,638
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,638
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
95,829
4
Recoveries of amounts treated as qualifying distributions................
4
14,000
5
Add lines 3 and 4............................
5
109,829
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
109,829
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
63,755
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
63,755
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 7 109,829
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...... 31,379
c From 2021...... 0
d From 2022...... 0
e From 2023...... 12,115
f Total of lines 3a through e ........ 43,494
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 63,755
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..... 63,755
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 43,494 43,494
(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 .......... 		2,580
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DAVID SABINE CO HUNTINGTON NATL B
23 FEDERAL PLAZA
YOUNGSTOWN,OH44503
(330) 742-7021
DAVE.SABINE@HUNTINGTON.COM
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION STATING PURPOSE OF REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO CHARITABLE ORGANIZATIONS
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

SECOND HARVEST FOOD BANK

2805 SALT SPRINGS RD
YOUNGSTOWN,OH44509 		NONE PC GENERAL OPERATING 3,000

ST MATTHEWS HOUSE

2001 AIRPORT RD S
NAPLES,FL34112 		NONE PC GENERAL OPERATING 3,000

MULTIPLE SCLEROSIS AGENCY INC

23 LISBON ST STE G
CANFIELD,OH44406 		NONE PC GENERAL OPERATING 4,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 2,000

YOUNGSTOWN GOODWILL INDUSTRIES INC

2747 BELMONT AVE 1864
YOUNGSTOWN,OH44505 		NONE PC GENERAL OPERATING 3,000

BUTLER INSTITUTE OF AMERICAN ART

34-0748495
YOUNGSTOWN,OH445021213 		NONE PC GENERAL OPERATING 1,000

FISH SAMARITAN HOUSE

17 KENMORE AVE
YOUNGSTOWN,OH44507 		NONE PC GENERAL OPERATING 1,000

RESCUE MISSION OF MAHONING VALLEY

PO BOX 298
YOUNGSTOWN,OH445010298 		NONE PC GENERAL OPERATING 1,000

NATIONAL OSTEOPOROSIS FOUNDATION

251 18TH ST S STE 630
ARLINGTON,VA222023528 		NONE PC GENERAL OPERATING 1,000

TRINITY LUTHERAN CHURCH

122 W WESLEY ST
JACKSON,MI492012227 		NONE PC GENERAL OPERATING 5,000

NORTH CAROLINA DISASTER RELIEF FUND

20312 MAIL SERVICE CENTER
RALEIGH,NC276990312 		NONE PC GENERAL OPERATING 10,000

MARCO LUTHERAN CHURCH

525 N COLLIER BLVD
MARCO ISLAND,FL341451949 		NONE PC GENERAL OPERATING 5,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE PC GENERAL OPERATING 3,000

ST JUDE HOSPITAL

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA980573368 		NONE PC GENERAL OPERATING 3,000

BETHEL LUTHERAN CHURCH

425 CRESTVIEW DR
BOARDMAN,OH44512 		NONE PC GENERAL OPERATING 3,000

LANCASTER CHILDEN'S HOME INC

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 2,000
Total .................................right arrow 3a 50,000
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 51,993  
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 78,742  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 46  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   130,781  
13Total. Add line 12, columns (b), (d), and (e)..................
13
130,781
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Name of Stock End of Year Book Value End of Year Fair Market Value
22160K105 COSTCO WHOLESALE COR 10,961 21,990
91324P102 UNITEDHEALTH GROUP I    
46120E602 INTUITIVE SURGICAL I 13,867 22,966
773903109 ROCKWELL AUTOMATION 11,728 11,717
91913Y100 VALERO ENERGY CORP N 10,311 13,975
037833100 APPLE INC 13,495 35,810
337738108 FISERV INC 13,359 17,461
742718109 PROCTER & GAMBLE CO 14,888 18,106
G1151C101 ACCENTURE PLC-CL A 8,354 17,590
464287804 ISHARES TR 34,480 38,944
701094104 PARKER-HANNIFIN CORP    
92826C839 VISA INC 8,770 14,222
023135106 AMAZON COM INC 22,368 36,638
532457108 LILLY ELI & CO 9,656 16,984
254687106 DISNEY WALT CO    
46625H100 JPMORGAN CHASE & CO 12,276 20,136
713448108 PEPSICO INC    
65339F101 NEXTERA ENERGY INC    
67066G104 NVIDIA CORP 5,797 51,970
594918104 MICROSOFT CORP 10,144 51,423
032654105 ANALOG DEVICES INC 8,648 14,447
007903107 ADVANCED MICRO DEVIC 13,797 13,891
02079K305 ALPHABET INC 15,444 35,021
169656105 CHIPOTLE MEXICAN GRI    
88160R101 TESLA INC    
09857L108 BOOKING HLDGS INC    
55261F104 M & T BK CORP 22,903 26,321
H1467J104 CHUBB LTD 10,684 15,197
922042858 VANGUARD INTL EQUITY 73,949 77,334
025537101 AMERICAN ELEC PWR CO 19,019 18,262
464287507 ISHARES TR 64,597 79,757
464288513 ISHARES TR 30,621 32,168
580135101 MCDONALDS CORP    
78464A474 SPDR SER TR 141,000 142,671
921943858 VANGUARD TAX-MANAGED 97,505 110,177
30231G102 EXXON MOBIL CORP 16,768 15,705
46090A887 INVESCO ULTRA SHORT 15,662 15,835
539830109 LOCKHEED MARTIN CORP 8,331 9,233
81762P102 SERVICENOW INC 9,758 20,142
26875P101 EOG RES INC 9,354 9,316
316188309 FIDELITY MERRIMACK S 47,825 46,979
291011104 EMERSON ELEC CO 11,248 15,863
464287176 ISHARES TR 15,904 15,769
78463X749 SPDR INDEX SHS FDS 37,385 38,215
931142103 WAL MART STORES INC 8,815 16,263
464287242 ISHARES TR 179,728 179,171
21036P108 CONSTELLATION BRANDS    
464288661 ISHARES TR 181,498 180,836
46434V787 ISHARES TR 15,673 15,759
00724F101 ADOBE SYS INC    
03027X100 AMERICAN TOWER CORP 10,679 9,721
049560105 ATMOS ENERGY CORP 8,852 10,585
084670702 BERKSHIRE HATHAWAY C 14,950 18,584
101137107 BOSTON SCIENTIFIC CO 15,488 25,724
11135F101 BROADCOM INC 18,968 36,167
20030N101 COMCAST CORP NEW    
30303M102 FACEBOOK INC CL-A 18,154 35,716
369604301 GENERAL ELEC CO 10,005 19,181
64110L106 NETFLIX INC 10,070 23,174
693475105 PNC FINL SVCS GROUP    
697435105 PALO ALTO NETWORKS I 17,652 21,107
79466L302 SALESFORCE.COM INC 17,247 17,051
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 8,480 11,235
872590104 T-MOBILE US INC 9,929 15,010
902973304 US BANCORP DEL 12,936 13,058
98978V103 ZOETIS INC 11,480 10,590
G54950103 LINDE PLC 11,534 11,723
22788C105 CROWDSTRIKE HOLDINGS 8,452 7,528
253868103 DIGITAL RLTY TR INC 10,624 9,930
285512109 ELECTRONIC ARTS INC 20,536 20,482
458140100 INTEL CORP 11,220 9,203
67103H107 O'REILLY AUTOMOTIVE 15,873 17,787
68389X105 ORACLE CORP 13,977 16,331
747525103 QUALCOMM INC 9,345 8,756
75513E101 RTX CORP 16,141 18,284
824348106 SHERWIN WILLIAMS CO 9,388 10,538
863667101 STRYKER CORP 18,536 19,083
883556102 THERMO FISHER SCIENT 9,189 8,324
92343V104 VERIZON COMMUNICATIO 13,044 12,877

TY 2024 OtherDecreasesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Description Amount
ROC ON CY SALES 135


TY 2024 OtherExpensesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT 200 0   200


TY 2024 OtherIncomeSchedule2
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 46 46  


TY 2024 OtherIncreasesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Description Amount
MUTUAL FUND TIMING ADJ 464
RECOVERY OF GRANTS PAID 14,000


TY 2024 TaxesSchedule
Name:
THE BROTHERHOOD FOUNDATION
EIN:
34-6883645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 324 324   0
FEDERAL ESTIMATES - PRINCIPAL 593 0   0
FOREIGN TAXES ON NONQUALIFIED 293 293   0