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
SHARP SCHOLARSHIP FUND TUAI
 
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

20-1757707
B Telephone number (see instructions)

(330) 742-7484
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$533,858J 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... 12,854 12,854  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,265
b Gross sales price for all assets on line 6a 205,463
7 Capital gain net income (from Part IV, line 2)... 68,265
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........ 81,119 81,119  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,395 3,198   3,198
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,250 0 0 2,250
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,750 0 0 1,750
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
913 17   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
640     640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,948 3,215 0 7,838
25 Contributions, gifts, grants paid....... 49,336 49,336
26 Total expenses and disbursements. Add lines 24 and 25 61,284 3,215 0 57,174
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,835
b Net investment income (if negative, enter -0-) 77,904
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......... 12,789 24,369 24,369
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)....... 317,493 Click to see attachment
List of Attached Documents:
// Content
325,825 		509,489
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) 330,282 350,194 533,858
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........ 330,282 350,194
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)..... 330,282 350,194
30 Total liabilities and net assets/fund balances (see instructions). 330,282 350,194
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
330,282
2
Enter amount from Part I, line 27a .....................
2
19,835
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
77
4
Add lines 1, 2, and 3 ..........................
4
350,194
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
350,194
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 3. ABBVIE INC   2005-02-18 2024-02-02
b 3. ALPHABET INC   2018-05-04 2024-02-02
c 3. AMAZON.COM INC   2020-04-16 2024-02-02
d 2. AMERICAN EXPRESS COMPANY   2019-05-24 2024-02-02
e 3. ANALOG DEVICES   2014-02-13 2024-02-02
3. APPLE COMPUTER   2014-02-13 2024-02-02
1. BLACKROCK INC   2018-05-04 2024-02-02
1. BROADCOM INC   2016-11-17 2024-02-02
2. CONSTELLATION BRANDS INC CL A   2014-02-13 2024-02-02
1. COSTCO WHOLESALE CORP   2013-07-02 2024-02-02
3. FISERV INC   2021-05-26 2024-02-02
1. HOME DEPOT INC.   2016-06-13 2024-02-02
2. HONEYWELL INTL INC COM   2007-01-26 2024-02-02
2. ILLINOIS TOOL WORKS INC COM   2018-01-04 2024-02-02
3. J P MORGAN CHASE & CO   2008-01-17 2024-02-02
3. JOHNSON & JOHNSON CO   2019-05-24 2024-02-02
1. LAM RESEARCH CORP   2021-01-25 2024-02-02
1. ELI LILLY & CO   2021-01-25 2024-02-02
1. MCDONALDS CORP   2022-11-29 2024-02-02
3. MERCK & CO INC NEW   2009-10-02 2024-02-02
1. MICROSOFT CORP   2005-02-22 2024-02-02
1. NVIDIA CORP   2020-01-02 2024-02-02
1. PARKER HANNIFIN CORP   2018-05-04 2024-02-02
3. PEPSICO INC   2005-03-15 2024-02-02
2. PIONEER NAT RES CO COM   2022-08-18 2024-02-02
3. PROCTER & GAMBLE CO   2020-01-02 2024-02-02
3. QUALCOMM INC   2005-04-01 2024-02-02
6. SYSCO CORP   2020-04-16 2024-02-02
3. TESLA INC   2023-03-31 2024-02-02
11. TESLA INC   2021-04-26 2024-02-02
3. TEXAS INSTRUMENTS INC.   2014-02-13 2024-02-02
4. VALERO ENERGY   2022-08-18 2024-02-02
1. ACCENTURE PLC-CL A   2010-08-31 2024-02-02
2. CHUBB LTD   2013-07-02 2024-02-02
2. ABBOTT LABORATORIES   2005-02-18 2024-02-15
4. ABBVIE INC   2005-02-18 2024-02-15
6. AMAZON.COM INC   2020-04-16 2024-02-15
2. AMERICAN EXPRESS COMPANY   2019-05-24 2024-02-15
7. ANALOG DEVICES   2013-12-10 2024-02-15
2. ANTHEM INC   2022-11-29 2024-02-15
8. APPLE COMPUTER   2014-02-13 2024-02-15
1. BROADCOM INC   2016-11-17 2024-02-15
2. COSTCO WHOLESALE CORP   2013-07-02 2024-02-15
4. EDWARDS LIFESCIENCES CORP   2018-05-04 2024-02-15
4. FISERV INC   2021-05-26 2024-02-15
2. HONEYWELL INTL INC COM   2007-01-26 2024-02-15
2. ILLINOIS TOOL WORKS INC COM   2018-01-04 2024-02-15
3. J P MORGAN CHASE & CO   2008-01-17 2024-02-15
3. JOHNSON & JOHNSON CO   2019-05-24 2024-02-15
2. LOCKHEED MARTIN (COMMON STOCK)   2016-06-13 2024-02-15
3. MERCK & CO INC NEW   2009-10-02 2024-02-15
5. MICROSOFT CORP   2005-02-22 2024-02-15
4. NIKE INC CL B   2007-07-06 2024-02-15
1. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-05-04 2024-02-15
5. NVIDIA CORP   2020-01-02 2024-02-15
1. O'REILLY AUTOMOTIVE INC   2018-05-04 2024-02-15
1. PARKER HANNIFIN CORP   2018-05-04 2024-02-15
4. PIONEER NAT RES CO COM   2022-03-09 2024-02-15
3. PROCTER & GAMBLE CO   2020-01-02 2024-02-15
3. QUALCOMM INC   2005-04-01 2024-02-15
1. S&P GLOBAL INC   2018-01-04 2024-02-15
17. STARBUCKS CORP   2023-02-27 2024-02-15
2. STARBUCKS CORP   2023-09-21 2024-02-15
6. SYSCO CORP   2020-04-16 2024-02-15
5. TEXAS INSTRUMENTS INC.   2014-02-13 2024-02-15
1. THERMO ELECTRON CORP W/1 RT/SH   2014-02-13 2024-02-15
10.81 TOUCHSTONE FDS GROUP TR   2021-04-26 2024-02-15
3. VALERO ENERGY   2020-01-02 2024-02-15
3. VISA INC   2019-05-24 2024-02-15
2. CHUBB LTD   2013-07-02 2024-02-15
1. ADOBE SYS INC W/1 RT/SH   2023-03-31 2024-04-01
2. AMAZON.COM INC   2018-05-04 2024-04-01
2. AMERICAN EXPRESS COMPANY   2019-05-24 2024-04-01
3. ANALOG DEVICES   2013-12-10 2024-04-01
2. ANTHEM INC   2023-04-12 2024-04-01
1. ANTHEM INC   2023-03-31 2024-04-01
3. APPLE COMPUTER   2014-02-13 2024-04-01
1. COSTCO WHOLESALE CORP   2013-07-02 2024-04-01
2. J P MORGAN CHASE & CO   2008-01-17 2024-04-01
2. MERCK & CO INC NEW   2009-10-02 2024-04-01
2. MICROSOFT CORP   2005-02-22 2024-04-01
2. NIKE INC CL B   2007-07-06 2024-04-01
1. NVIDIA CORP   2020-01-02 2024-04-01
7. PIONEER NAT RES CO COM   2022-03-09 2024-04-01
3. PROCTER & GAMBLE CO   2020-01-02 2024-04-01
6. SYSCO CORP   2020-04-16 2024-04-01
1. TEXAS INSTRUMENTS INC.   2014-02-13 2024-04-01
7. UNITEDHEALTH GROUP INC   2021-01-25 2024-04-01
1. ACCENTURE PLC-CL A   2010-08-31 2024-04-01
3. ABBOTT LABORATORIES   2005-02-18 2024-04-08
3. ABBVIE INC   2005-02-18 2024-04-08
1. ADOBE SYS INC W/1 RT/SH   2023-02-27 2024-04-08
3. ALPHABET INC   2018-05-04 2024-04-08
3. AMAZON.COM INC   2018-05-04 2024-04-08
2. AMERICAN EXPRESS COMPANY   2019-05-24 2024-04-08
3. ANALOG DEVICES   2013-12-10 2024-04-08
2. APPLE COMPUTER   2014-02-13 2024-04-08
1. BLACKROCK INC   2018-05-04 2024-04-08
2. CHEVRONTEXACO CORP   2020-01-02 2024-04-08
1. COSTCO WHOLESALE CORP   2013-07-02 2024-04-08
2. EOG RESOURCES INC   2022-11-29 2024-04-08
2. EDWARDS LIFESCIENCES CORP   2018-05-04 2024-04-08
2. FISERV INC   2022-08-18 2024-04-08
1. HOME DEPOT INC.   2016-06-13 2024-04-08
2. HONEYWELL INTL INC COM   2007-01-26 2024-04-08
1. ILLINOIS TOOL WORKS INC COM   2018-01-04 2024-04-08
3. J P MORGAN CHASE & CO   2008-01-17 2024-04-08
3. JOHNSON & JOHNSON CO   2019-05-24 2024-04-08
1. LOCKHEED MARTIN (COMMON STOCK)   2016-06-13 2024-04-08
2. MERCK & CO INC NEW   2009-10-02 2024-04-08
1. MICROSOFT CORP   2005-02-22 2024-04-08
4. NEXTERA ENERGY, INC   2018-05-04 2024-04-08
4. NIKE INC CL B   2007-07-06 2024-04-08
1. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-05-04 2024-04-08
1. NVIDIA CORP   2020-01-02 2024-04-08
1. PARKER HANNIFIN CORP   2018-05-04 2024-04-08
2. PEPSICO INC   2005-03-15 2024-04-08
3. QUALCOMM INC   2005-04-01 2024-04-08
1. S&P GLOBAL INC   2018-01-04 2024-04-08
7. SYSCO CORP   2020-04-16 2024-04-08
2. TEXAS INSTRUMENTS INC.   2014-02-13 2024-04-08
3. VALERO ENERGY   2020-01-02 2024-04-08
40.53 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES   2013-09-09 2024-04-08
2. VISA INC   2019-05-24 2024-04-08
2. CHUBB LTD   2013-07-02 2024-04-08
.75 GE VERNOVA INC.   2024-02-15 2024-04-16
5. COMCAST CORP NEW   2023-09-21 2024-06-18
11. COMCAST CORP NEW   2024-02-15 2024-06-18
26. COMCAST CORP NEW   2023-06-16 2024-06-18
.5 GE VERNOVA INC.   2023-09-21 2024-06-18
1.5 GE VERNOVA INC.   2024-02-15 2024-06-18
4. GE VERNOVA INC.   2023-06-16 2024-06-18
13. JOHNSON & JOHNSON CO   2019-01-04 2024-06-18
9. LOWES COMPANIES INC   2024-04-01 2024-06-18
91.13 MFS SER TR XIII   2022-07-05 2024-06-18
10. NVIDIA CORP   2020-01-02 2024-06-18
13. SYSCO CORP   2020-04-16 2024-06-18
2. ABBOTT LABORATORIES   2005-02-18 2024-07-02
2. ABBVIE INC   2005-02-18 2024-07-02
2. AMERICAN EXPRESS COMPANY   2019-05-24 2024-07-02
3. APPLE COMPUTER   2014-02-13 2024-07-02
1. ILLINOIS TOOL WORKS INC COM   2018-01-04 2024-07-02
2. MCDONALDS CORP   2023-04-12 2024-07-02
2. MERCK & CO INC NEW   2009-10-02 2024-07-02
4. NEXTERA ENERGY, INC   2018-05-04 2024-07-02
4. NIKE INC CL B   2007-07-06 2024-07-02
2. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-07-26 2024-07-02
15. NVIDIA CORP   2020-01-02 2024-07-02
1. PARKER HANNIFIN CORP   2018-05-04 2024-07-02
1. S&P GLOBAL INC   2018-01-04 2024-07-02
1. TEXAS INSTRUMENTS INC.   2014-02-13 2024-07-02
6.61 TOUCHSTONE FDS GROUP TR   2021-04-26 2024-07-02
2. VALERO ENERGY   2020-01-02 2024-07-02
1. VERTEX PHARMACEUTICAL INC   2023-06-16 2024-07-02
1. VISA INC   2019-05-24 2024-07-02
4. ABBOTT LABORATORIES   2005-02-18 2024-08-07
3. ABBVIE INC   2005-02-18 2024-08-07
1. ADOBE SYS INC W/1 RT/SH   2023-04-12 2024-08-07
2. AMERICAN EXPRESS COMPANY   2019-10-08 2024-08-07
2. ANALOG DEVICES   2013-12-10 2024-08-07
2. APPLE COMPUTER   2014-02-13 2024-08-07
3. BROADCOM INC   2016-11-17 2024-08-07
2. CHEVRONTEXACO CORP   2020-01-02 2024-08-07
10. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-04-26 2024-08-07
5. EDWARDS LIFESCIENCES CORP   2018-05-04 2024-08-07
1. HOME DEPOT INC.   2016-06-13 2024-08-07
2. HONEYWELL INTL INC COM   2007-01-26 2024-08-07
1. ILLINOIS TOOL WORKS INC COM   2018-01-04 2024-08-07
2. J P MORGAN CHASE & CO   2008-01-17 2024-08-07
1. ELI LILLY & CO   2023-06-16 2024-08-07
1. MCDONALDS CORP   2022-08-18 2024-08-07
3. MERCK & CO INC NEW   2009-10-02 2024-08-07
4. NEXTERA ENERGY, INC   2018-05-04 2024-08-07
7. NIKE INC CL B   2007-07-06 2024-08-07
7. NVIDIA CORP   2020-01-02 2024-08-07
1. PARKER HANNIFIN CORP   2018-05-04 2024-08-07
2. PEPSICO INC   2005-03-15 2024-08-07
389.34 PIMCO FDS   2018-01-04 2024-08-07
2. QUALCOMM INC   2005-04-01 2024-08-07
2. S&P GLOBAL INC   2018-01-04 2024-08-07
2. SALESFORCE.COM INC   2023-03-31 2024-08-07
1. SYNOPSYS INC W/1 RT/SH   2023-06-16 2024-08-07
2. TEXAS INSTRUMENTS INC.   2014-02-13 2024-08-07
3. VALERO ENERGY   2020-01-02 2024-08-07
1. VERTEX PHARMACEUTICAL INC   2023-04-12 2024-08-07
2. VISA INC   2019-05-24 2024-08-07
183.23 WASATCH FDS TR   2022-03-09 2024-08-07
5. ABBOTT LABORATORIES   2005-02-18 2024-09-24
18. ABBVIE INC   2005-02-18 2024-09-24
4. ADOBE SYS INC W/1 RT/SH   2024-02-02 2024-09-24
2. ADOBE SYS INC W/1 RT/SH   2023-02-27 2024-09-24
9. AMERICAN EXPRESS COMPANY   2019-10-08 2024-09-24
1. BLACKROCK INC   2018-05-04 2024-09-24
2. CHEVRONTEXACO CORP   2012-10-26 2024-09-24
16. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-04-26 2024-09-24
2. COSTCO WHOLESALE CORP   2013-07-02 2024-09-24
873.49 EATON VANCE MUTUAL FDS TR   2013-09-09 2024-09-24
17. EDWARDS LIFESCIENCES CORP   2018-05-04 2024-09-24
6. HOME DEPOT INC.   2016-06-13 2024-09-24
6. J P MORGAN CHASE & CO   2008-01-17 2024-09-24
2. ELI LILLY & CO   2020-07-10 2024-09-24
1. MCDONALDS CORP   2022-08-18 2024-09-24
9. MERCK & CO INC NEW   2009-10-02 2024-09-24
5. NEXTERA ENERGY, INC   2018-05-04 2024-09-24
8. NVIDIA CORP   2020-01-02 2024-09-24
2. QUALCOMM INC   2005-04-01 2024-09-24
1. SYNOPSYS INC W/1 RT/SH   2024-02-15 2024-09-24
3. SYNOPSYS INC W/1 RT/SH   2023-06-16 2024-09-24
16. TARGET CORP   2024-04-01 2024-09-24
6. TESLA INC   2024-08-07 2024-09-24
2. TEXAS INSTRUMENTS INC.   2014-02-13 2024-09-24
4. VERTEX PHARMACEUTICAL INC   2023-04-12 2024-09-24
1. VISA INC   2018-05-04 2024-09-24
129. AES CORP   2024-07-02 2024-12-06
17. APPLIED MATERIALS INC   2024-04-01 2024-12-06
11. APPLIED MATERIALS INC   2024-06-18 2024-12-06
1. CONSTELLATION BRANDS INC CL A   2024-04-08 2024-12-06
15. CONSTELLATION BRANDS INC CL A   2014-02-13 2024-12-06
228.19 FEDERATED HERMES INSTL TR   2023-12-19 2024-12-06
28.64 FEDERATED HERMES INSTL TR   2024-07-02 2024-12-06
1138.16 FEDERATED HERMES INSTL TR   2014-12-15 2024-12-06
20. MICRON TECHNOLOGY INC   2024-06-18 2024-12-06
189.4 PIMCO FDS   2023-12-19 2024-12-06
265.39 PIMCO FDS   2024-07-02 2024-12-06
1531.15 PIMCO FDS   2014-12-15 2024-12-06
48. WISDOMTREE TR   2016-11-17 2024-12-06
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 508   72 436
b 422   157 265
c 516   359 157
d 411   238 173
e 574   152 422
559   58 501
788   527 261
1,225   169 1,056
500   332 168
708   112 596
435   346 89
355   129 226
393   84 309
508   332 176
524   122 402
469   440 29
840   567 273
669   210 459
295   271 24
381   90 291
410   25 385
660   60 600
508   172 336
511   158 353
459   483 -24
474   370 104
422   106 316
491   278 213
549   650 -101
2,013   2,476 -463
476   131 345
553   494 59
374   37 337
494   180 314
226   44 182
696   96 600
1,026   718 308
423   238 185
1,316   347 969
1,016   1,032 -16
1,466   155 1,311
1,268   169 1,099
1,437   224 1,213
345   180 165
583   456 127
394   84 310
510   332 178
532   122 410
471   418 53
841   480 361
378   90 288
2,040   127 1,913
427   60 367
450   314 136
3,664   300 3,364
1,045   261 784
525   172 353
904   928 -24
469   370 99
465   106 359
425   173 252
1,598   1,754 -156
188   189 -1
474   278 196
797   218 579
549   122 427
585   529 56
421   309 112
834   488 346
498   180 318
502   381 121
360   199 161
454   238 216
596   147 449
1,032   946 86
516   459 57
509   58 451
727   112 615
399   81 318
260   60 200
848   51 797
184   30 154
913   60 853
1,838   1,486 352
482   370 112
486   278 208
175   44 131
3,428   2,730 698
342   37 305
331   67 264
510   72 438
484   322 162
464   157 307
558   238 320
449   238 211
589   147 442
338   39 299
806   527 279
324   242 82
713   112 601
272   282 -10
185   90 95
315   221 94
362   129 233
396   84 312
263   166 97
595   122 473
456   418 38
453   240 213
253   60 193
426   25 401
259   165 94
359   60 299
455   314 141
874   60 814
566   172 394
339   105 234
521   106 415
435   173 262
536   324 212
339   87 252
548   283 265
924   1,044 -120
555   325 230
506   180 326
101   92 9
185   229 -44
407   462 -55
962   1,080 -118
86   47 39
259   184 75
691   356 335
1,893   1,696 197
2,047   2,249 -202
1,480   1,561 -81
1,331   60 1,271
951   602 349
206   44 162
333   48 285
470   238 232
659   58 601
235   166 69
495   581 -86
255   60 195
281   165 116
304   60 244
871   582 289
1,837   90 1,747
507   172 335
449   173 276
198   44 154
355   323 32
316   189 127
475   350 125
265   163 102
439   89 350
559   72 487
515   370 145
458   227 231
405   98 307
419   39 380
414   51 363
286   242 44
535   292 243
305   225 80
343   129 214
398   84 314
237   166 71
401   81 320
765   452 313
269   266 3
333   90 243
309   165 144
509   105 404
696   42 654
515   172 343
346   105 241
2,866   4,396 -1,530
312   71 241
959   346 613
482   411 71
492   440 52
370   87 283
445   283 162
466   326 140
513   325 188
3,010   3,075 -65
569   111 458
3,507   433 3,074
2,104   2,477 -373
1,052   644 408
2,389   1,020 1,369
937   527 410
294   223 71
924   467 457
1,805   224 1,581
7,320   8,000 -680
1,129   767 362
2,379   774 1,605
1,272   244 1,028
1,840   532 1,308
300   266 34
1,042   269 773
425   206 219
945   48 897
336   71 265
503   564 -61
1,508   1,326 182
2,510   2,675 -165
1,515   1,153 362
412   87 325
1,853   1,334 519
277   128 149
1,673   2,234 -561
2,937   3,568 -631
1,900   2,315 -415
239   267 -28
3,584   1,336 2,248
2,047   2,000 47
257   250 7
10,209   10,650 -441
2,021   2,424 -403
2,025   2,000 25
2,837   2,863 -26
16,368   18,402 -2,034
1,751   1,260 491
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
      624
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       436
b       265
c       157
d       173
e       422
      501
      261
      1,056
      168
      596
      89
      226
      309
      176
      402
      29
      273
      459
      24
      291
      385
      600
      336
      353
      -24
      104
      316
      213
      -101
      -463
      345
      59
      337
      314
      182
      600
      308
      185
      969
      -16
      1,311
      1,099
      1,213
      165
      127
      310
      178
      410
      53
      361
      288
      1,913
      367
      136
      3,364
      784
      353
      -24
      99
      359
      252
      -156
      -1
      196
      579
      427
      56
      112
      346
      318
      121
      161
      216
      449
      86
      57
      451
      615
      318
      200
      797
      154
      853
      352
      112
      208
      131
      698
      305
      264
      438
      162
      307
      320
      211
      442
      299
      279
      82
      601
      -10
      95
      94
      233
      312
      97
      473
      38
      213
      193
      401
      94
      299
      141
      814
      394
      234
      415
      262
      212
      252
      265
      -120
      230
      326
      9
      -44
      -55
      -118
      39
      75
      335
      197
      -202
      -81
      1,271
      349
      162
      285
      232
      601
      69
      -86
      195
      116
      244
      289
      1,747
      335
      276
      154
      32
      127
      125
      102
      350
      487
      145
      231
      307
      380
      363
      44
      243
      80
      214
      314
      71
      320
      313
      3
      243
      144
      404
      654
      343
      241
      -1,530
      241
      613
      71
      52
      283
      162
      140
      188
      -65
      458
      3,074
      -373
      408
      1,369
      410
      71
      457
      1,581
      -680
      362
      1,605
      1,028
      1,308
      34
      773
      219
      897
      265
      -61
      182
      -165
      362
      325
      519
      149
      -561
      -631
      -415
      -28
      2,248
      47
      7
      -441
      -403
      25
      -26
      -2,034
      491
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 68,265
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 1,083
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 1,083
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 13,367
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 257
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.............. 7 257
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 257
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 257
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 arrowPA
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 arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (330) 742-7484

Located atright arrowPO BOX 1558 DEPT EA4E86COLUMBUSOH 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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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 		6,395    
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
504,166
b
Average of monthly cash balances.......................
1b
11,502
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
515,668
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
515,668
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,735
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
507,933
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
25,397
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
25,397
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
25,397
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
25,397
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
25,397
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
57,174
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
57,174
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 25,397
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...... 5,101
c From 2021...... 0
d From 2022...... 6,236
e From 2023...... 0
f Total of lines 3a through e ........ 11,337
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 57,174
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..... 25,397
e Remaining amount distributed out of corpus 31,777
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 43,114
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		43,114
10 Analysis of line 9:
a Excess from 2020.... 5,101
b Excess from 2021.... 0
c Excess from 2022.... 6,236
d Excess from 2023.... 0
e Excess from 2024.... 31,777
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DR C JOYCE NICKSICK - SUPERINTENDE
300 WOOD STREET
NEW WILMINGTON,PA16142
(724) 656-8866
bThe form in which applications should be submitted and information and materials they should include:
PROCEDURE ESTABLISHED BY THE SCHOLARSHIP COMMITTEE
cAny submission deadlines:
AS ESTABLISHED BY THE SCHOLARSHIP COMMITTEE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS SHALL BE DETERMINED BASED ON NEED, APTITUDE, AND ACHIEVEMENT
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

SLIPPERY ROCK UNIVERSITY

1 MORROW WAY
SLIPPERY ROCK,PA16057 		NONE I SCHOLARSHIPS 6,895

PENN STATE UNIVERSITY

201 OLD MAIN
STATE COLLEGE,PA16801 		NONE I SCHOLARSHIPS 8,288

GANNON UNIVERSITY

109 UNIVERSITY SQ
ERIE,PA165410002 		NONE I SCHOLARSHIPS 8,000

WESTMINSTER COLLEGE

319 S MARKET ST
NEW WILMNGTN,PA161720002 		NONE I SCHOLARSHIPS 1,000

GROVE CITY COLLEGE

100 CAMPUS DR
GROVE CITY,PA161272104 		NONE I SCHOLARSHIPS 20,850

CARNEGIE MELLON UNIVERSITY

5000 FORBES AVE
PITTSBURGH,PA15213 		NONE I SCHOLARSHIPS 4,303
Total .................................right arrow 3a 49,336
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 12,854  
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 68,265  
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) ..   81,119  
13Total. Add line 12, columns (b), (d), and (e)..................
13
81,119
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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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-
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 Firm's EIN Right Arrow
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SHARP SCHOLARSHIP FUND TUAI
EIN:
20-1757707
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,750     1,750

TY 2024 InvestmentsCorpStockSchedule
Name:
SHARP SCHOLARSHIP FUND TUAI
EIN:
20-1757707
Name of Stock End of Year Book Value End of Year Fair Market Value
654106103 NIKE INC    
67066G104 NVIDIA CORP 1,798 40,287
883556102 THERMO FISHER SCIENT 1,399 2,081
92343V104 VERIZON COMMUNICATIO 1,609 1,440
G1151C101 ACCENTURE PLC-CL A 479 4,573
G5494J103 LINDE PLC    
31428Q739 FEDERATED TOTAL RETU 42,779 40,161
693390841 PIMCO FDS PAC INVT M    
74440B405 PGIM TOTAL RETURN BO    
025816109 AMERICAN EXPRESS CO    
291011104 EMERSON ELEC CO 2,178 3,842
46120E602 INTUITIVE SURGICAL I 2,150 5,742
512807108 LAM RESH CORP    
701094104 PARKER-HANNIFIN CORP 1,212 5,088
713448108 PEPSICO INC 736 2,129
72201F490 PIMCO FDS    
452308109 ILLINOIS TOOL WKS IN 1,721 2,789
580135101 MCDONALDS CORP 2,042 3,189
594918104 MICROSOFT CORP 811 13,488
871829107 SYSCO CORP    
91913Y100 VALERO ENERGY CORP N 2,323 4,045
277911491 EATON VANCE MUTUAL F    
543916688 LORD ABBETT INVT TR 29,500 27,082
023135106 AMAZON COM INC 3,451 8,556
11135F101 BROADCOM INC 963 13,215
437076102 HOME DEPOT INC    
58933Y105 MERCK & CO INC NEW    
67103H107 O'REILLY AUTOMOTIVE 2,070 9,486
695156109 PACKAGING CORP AMER    
70450Y103 PAYPAL HOLDINGS INCO    
828806109 SIMON PPTY GROUP INC    
882508104 TEXAS INSTRS INC 350 1,500
88579Y101 3M CO    
92826C839 VISA INC 2,435 6,005
592905749 METROPOLITAN WEST FD 14,500 13,720
89155T649 TOUCHSTONE FDS GROUP 3,313 4,892
025537101 AMERICAN ELEC PWR CO 2,197 4,335
037833100 APPLE INC 1,549 20,034
254687106 DISNEY WALT CO    
28176E108 EDWARDS LIFESCIENCES    
375558103 GILEAD SCIENCES INC    
438516106 HONEYWELL INTL INC 377 2,033
539830109 LOCKHEED MARTIN CORP 1,200 2,430
97717W604 WISDOMTREE TR    
00287Y109 ABBVIE INC    
H1467J104 CHUBB LTD 1,258 3,868
31421N683 FEDERATED HERMES EQU    
779562107 ROWE T PRICE NEW HOR    
921910501 VANGUARD WORLD FD    
02079K305 ALPHABET INC 2,415 8,708
30303M102 FACEBOOK INC CL-A 6,455 9,368
478160104 JOHNSON & JOHNSON    
532457108 LILLY ELI & CO 1,402 6,948
747525103 QUALCOMM INC 816 3,533
773903109 ROCKWELL AUTOMATION 2,479 2,858
31420B847 FEDERATED HERMES INS    
779556109 ROWE T PRICE MID-CAP    
46138E511 INVESCO EXCHANGE-TRA    
922031737 VANGUARD FIXED INCOM 5,206 4,731
957663503 WESTERN ASSET FDS IN    
21036P108 CONSTELLATION BRANDS    
22160K105 COSTCO WHOLESALE COR 671 5,498
007903107 ADVANCED MICRO DEVIC 3,974 3,503
032654105 ANALOG DEVICES INC 1,235 5,736
09247X101 BLACKROCK INC    
65339F101 NEXTERA ENERGY INC 658 1,147
742718109 PROCTER & GAMBLE CO 3,080 3,688
922908686 VANGUARD INDEX FDS 2,000 2,995
46625H100 JPMORGAN CHASE & CO 1,300 7,671
666807102 NORTHROP GRUMMAN COR    
75513E101 RTX CORP 2,724 2,893
78409V104 S&P GLOBAL INC    
863667101 STRYKER CORP 3,814 3,961
40168W483 GUGGENHEIM FDS TR 9,500 9,483
72201F623 PIMCO FDS 14,604 9,980
09260B556 BLACKROCK FDS V    
649280815 NEW WORLD FD INC NEW    
002824100 ABBOTT LABS    
097023105 BOEING CO    
166764100 CHEVRON CORP NEW 1,225 1,593
22822V101 CROWN CASTLE INC    
053484101 AVALONBAY CMNTYS INC    
88160R101 TESLA INC    
09857L108 BOOKING HLDGS INC 5,012 9,937
74340W103 PROLOGIS INC    
14040H105 CAPITAL ONE FINL COR    
038222105 APPLIED MATLS INC    
337738108 FISERV INC 1,399 2,876
35671D857 FREEPORT-MCMORAN INC    
060505104 BANK AMER CORP    
260557103 DOW INC    
55261F104 M & T BK CORP 3,138 3,948
7591EP100 REGIONS FINL CORP NE    
61756E461 MORGAN STANLEY INSTL    
169656105 CHIPOTLE MEXICAN GRI 2,059 4,462
244199105 DEERE & CO    
744320102 PRUDENTIAL FINL INC    
824348106 SHERWIN WILLIAMS CO 2,617 2,719
91324P102 UNITEDHEALTH GROUP I    
05586X405 BNY MELLON INVT FDS    
149123101 CATERPILLAR INS    
171340102 CHURCH & DWIGHT CO I    
444859102 HUMANA INC    
92939U106 WEC ENERGY GROUP INC    
936793744 WASATCH FDS TR    
723787107 PIONEER NAT RES CO    
81762P102 SERVICENOW INC 2,347 5,301
00206R102 AT&T INC    
036752103 ANTHEM INC    
579780206 MCCORMICK & CO INC    
674599105 OCCIDENTAL PETE CORP    
25243Q205 DIAGEO PLC    
931142103 WAL MART STORES INC 2,342 4,066
543487136 LOOMIS SAYLES FDS II 40,967 40,024
552982720 MFS SER TR XIII    
32008F200 FIRST EAGLE FDS 3,802 3,725
464287804 ISHARES TR 1,660 2,074
256677105 DOLLAR GEN CORP NEW    
285512109 ELECTRONIC ARTS INC 2,129 2,195
92646A831 VICTORY PORTFOLIOS 4,702 4,709
26875P101 EOG RES INC 2,059 2,329
30231G102 EXXON MOBIL CORP 4,281 4,088
053015103 AUTOMATIC DATA PROCE    
235851102 DANAHER CORP    
00724F101 ADOBE SYS INC    
049560105 ATMOS ENERGY CORP 1,873 2,228
101137107 BOSTON SCIENTIFIC CO 4,573 6,431
20030N101 COMCAST CORP NEW    
369604301 GENERAL ELEC CO 3,163 5,004
46137V464 INVESCO EXCHANGE-TRA 3,142 4,076
64110L106 NETFLIX INC 2,658 6,239
79466L302 SALESFORCE.COM INC 1,622 3,009
855244109 STARBUCKS CORP    
871607107 SYNOPSYS INC    
872590104 T-MOBILE US INC 2,629 3,973
92532F100 VERTEX PHARMACEUTICA    
G54950103 LINDE PLC 1,442 2,931
04314H568 ARTISAN PARTNERS FDS 9,031 8,933
084670702 BERKSHIRE HATHAWAY C 1,616 1,813
09290D101 BLACKROCK INC 1,488 3,075
22788C105 CROWDSTRIKE HOLDINGS 1,794 1,711
230001752 CULLEN EMERGING MARK 3,859 3,926
262028731 DRIEHAUS SMALL CAP G 3,939 3,919
512807306 LAM RESEARCH CORP 1,571 2,889
68389X105 ORACLE CORP 3,711 4,166
697435105 PALO ALTO NETWORKS I 4,768 5,459
872540109 TJX COS INC NEW 2,414 2,899
902973304 US BANCORP DEL 1,578 1,770
98978V103 ZOETIS INC 2,482 2,281

TY 2024 LegalFeesSchedule
Name:
SHARP SCHOLARSHIP FUND TUAI
EIN:
20-1757707
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NON-ALLOCABLE LEGAL FEES 2,250     2,250


TY 2024 OtherExpensesSchedule
Name:
SHARP SCHOLARSHIP FUND TUAI
EIN:
20-1757707
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 640 0   640


TY 2024 OtherIncreasesSchedule
Name:
SHARP SCHOLARSHIP FUND TUAI
EIN:
20-1757707
Description Amount
MUTUAL FUND TIMING ADJ 77


TY 2024 TaxesSchedule
Name:
SHARP SCHOLARSHIP FUND TUAI
EIN:
20-1757707
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 8 8   0
OTHER TAXES PAID 382 0   0
FEDERAL TAX PAYMENT - PRIOR YE 257 0   0
FEDERAL ESTIMATES - PRINCIPAL 257 0   0
FOREIGN TAXES ON NONQUALIFIED 9 9   0