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
TOM AND JILL LINCOLN 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

86-6605937
B Telephone number (see instructions)

(330) 384-7302
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$13,073,898J 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... 228,618 218,711  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 302,853
b Gross sales price for all assets on line 6a 3,212,944
7 Capital gain net income (from Part IV, line 2)... 302,853
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........ 531,471 521,564  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 106,884 52,446   53,442
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
12,313 3,622   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.......... 120,647 56,068 0 54,892
25 Contributions, gifts, grants paid....... 411,027 411,027
26 Total expenses and disbursements. Add lines 24 and 25 531,674 56,068 0 465,919
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -203
b Net investment income (if negative, enter -0-) 465,496
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......... 755,366 676,397 676,397
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)....... 5,642,761 Click to see attachment
List of Attached Documents:
// Content
5,954,614 		8,527,722
c Investments—corporate bonds (attach schedule)....... 4,392,095 Click to see attachment
List of Attached Documents:
// Content
4,163,268 		3,869,779
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) 10,790,222 10,794,279 13,073,898
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........ 10,790,222 10,794,279
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)..... 10,790,222 10,794,279
30 Total liabilities and net assets/fund balances (see instructions). 10,790,222 10,794,279
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
10,790,222
2
Enter amount from Part I, line 27a .....................
2
-203
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,771
4
Add lines 1, 2, and 3 ..........................
4
10,795,790
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,511
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,794,279
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 300000. US TREASURY N/B 2.75% 02/28/2025   2022-08-17 2024-01-18
b 90000. US TREASURY N/B 2.25% 01/31/2024   2021-08-06 2024-01-18
c 150000. NATIONAL RURAL UTILS COOP FIN CORP   2021-07-29 2024-02-07
d 169. EXXON MOBIL CORP COM     2024-02-12
e 602. EXXON MOBIL CORP COM     2024-02-12
125. NVIDIA CORP   2022-04-19 2024-02-12
150000. WEC ENERGY GROUP INC   2021-07-28 2024-03-15
162. ADOBE SYS INC W/1 RT/SH   2023-12-21 2024-03-19
2005. COMCAST CORP NEW   2023-09-28 2024-03-19
69. NVIDIA CORP     2024-03-19
1. ADVANCED MICRO DEVICES INC W/1   2024-03-19 2024-05-15
2. ALPHABET INC   2021-08-16 2024-05-15
1. AMAZON.COM INC   2021-08-10 2024-05-15
1. APPLE COMPUTER   2022-01-20 2024-05-15
1. APPLIED MATERIALS INC   2023-12-21 2024-05-15
29. BOOKING HLDGS INC   2023-12-21 2024-05-15
2. BOSTON SCIENTIFIC CORP     2024-05-15
1. DANAHER CORP   2024-03-19 2024-05-15
1. FACEBOOK INC CL-A   2024-02-12 2024-05-15
1. HILTON WORLDWIDE HLDGS INC   2024-03-19 2024-05-15
6. ISHARES S & P MIDCAP 400   2022-09-09 2024-05-15
2. ISHARES S & P SMALLCAP 600   2021-08-10 2024-05-15
1. LOWES COMPANIES INC   2024-03-19 2024-05-15
1. NETFLIX INC   2022-11-10 2024-05-15
157. NORTHROP GRUMMAN CORP W/1 RT/SH     2024-05-15
1. PARKER HANNIFIN CORP   2022-11-10 2024-05-15
2. SPDR INDEX SHS FDS   2024-03-19 2024-05-15
1. SPDR INDEX SHS FDS   2022-09-09 2024-05-15
1. TJX COMPANIES INC W/1 RT/SH   2024-02-12 2024-05-15
1. TESLA INC   2023-05-09 2024-05-15
1. THERMO ELECTRON CORP W/1 RT/SH   2023-02-10 2024-05-15
1. ULTA SALON COSMETCS & FRAGRANCE INC   2024-03-19 2024-05-15
1. VALERO ENERGY   2022-09-28 2024-05-15
12. VANGUARD TAX-MANAGED INTL FD   2023-02-16 2024-05-15
3. VANGUARD INTL EQUITY INDEX FDS   2022-09-09 2024-05-15
1. VISA INC   2024-03-19 2024-05-15
165. VISA INC     2024-05-15
168. ANTHEM INC     2024-06-18
463. LOWES COMPANIES INC   2024-03-19 2024-06-18
371. MCDONALDS CORP   2024-02-12 2024-06-18
4. NVIDIA CORP   2022-04-19 2024-06-18
371. SALESFORCE.COM INC   2023-12-21 2024-06-18
174. SYNOPSYS INC W/1 RT/SH   2023-12-21 2024-06-18
211. ULTA SALON COSMETCS & FRAGRANCE INC   2024-03-19 2024-06-18
1. VANGUARD TAX-MANAGED INTL FD   2023-02-16 2024-06-18
291. AES CORP   2024-06-18 2024-07-19
29. ADVANCED MICRO DEVICES INC W/1   2023-02-10 2024-07-19
105. ALPHABET INC     2024-07-19
59. AMAZON.COM INC   2021-08-10 2024-07-19
38. AMPHENOL CORP CL A   2024-06-18 2024-07-19
17. ANALOG DEVICES   2024-06-18 2024-07-19
75. APPLE COMPUTER     2024-07-19
32. APPLIED MATERIALS INC   2023-12-21 2024-07-19
114. BOSTON SCIENTIFIC CORP   2023-08-10 2024-07-19
68. BROADCOM INC   2021-12-29 2024-07-19
192. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-08-10 2024-07-19
84. COCA-COLA CO   2024-06-18 2024-07-19
29. CROWDSTRIKE HOLDINGS INC - A   2024-05-15 2024-07-19
20. DANAHER CORP   2023-09-28 2024-07-19
20. FACEBOOK INC CL-A   2023-07-17 2024-07-19
41. HILTON WORLDWIDE HLDGS INC     2024-07-19
20. INTUIT INC     2024-07-19
11. INTUITIVE SURGICAL INC   2022-12-27 2024-07-19
9. LAM RESEARCH CORP   2023-08-10 2024-07-19
8. ELI LILLY & CO     2024-07-19
23. MASTERCARD INC   2022-02-16 2024-07-19
24. MICROSOFT CORP   2021-08-16 2024-07-19
70. MICRON TECHNOLOGY INC   2024-05-15 2024-07-19
20. NETFLIX INC   2022-11-10 2024-07-19
218. NVIDIA CORP     2024-07-19
3. O'REILLY AUTOMOTIVE INC   2022-08-17 2024-07-19
90. ORACLE CORP   2024-06-18 2024-07-19
18. PALO ALTO NETWORKS INC   2023-12-21 2024-07-19
8. PARKER HANNIFIN CORP   2022-11-10 2024-07-19
30. QUALCOMM INC   2023-12-21 2024-07-19
21. SERVICENOW INC   2021-11-30 2024-07-19
15. SHERWIN WILLIAMS CO   2024-06-18 2024-07-19
67. TJX COMPANIES INC W/1 RT/SH   2023-09-28 2024-07-19
24. T-MOBILE US INC   2022-03-16 2024-07-19
35. TESLA INC   2023-05-09 2024-07-19
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-19 2024-07-19
10. THERMO ELECTRON CORP W/1 RT/SH   2023-02-10 2024-07-19
52. VALERO ENERGY     2024-07-19
980. VANGUARD TAX-MANAGED INTL FD     2024-07-19
18. VERTEX PHARMACEUTICAL INC   2023-03-21 2024-07-19
35. VISA INC     2024-07-19
32. EATON CORP PLC   2023-03-21 2024-07-19
5058. AES CORP   2024-06-18 2024-08-09
2258. CHIPOTLE MEXICAN GRILL INC CLASS A     2024-08-09
330. CROWDSTRIKE HOLDINGS INC - A   2024-05-15 2024-08-09
724. NVIDIA CORP   2021-08-10 2024-08-09
100000. US TREASURY N/B 2.75% 02/28/2025   2022-08-17 2024-08-28
150000. EBAY INC   2021-07-26 2024-10-04
50000. STEEL DYNAMICS INC   2024-02-21 2024-10-23
1. ALPHABET INC   2021-08-16 2024-11-22
1. AMAZON.COM INC   2021-08-10 2024-11-22
1. AMPHENOL CORP CL A   2024-06-18 2024-11-22
1. APPLE COMPUTER   2023-02-16 2024-11-22
1. BOSTON SCIENTIFIC CORP   2023-08-10 2024-11-22
1. COCA-COLA CO   2024-06-18 2024-11-22
336. DANAHER CORP   2023-09-28 2024-11-22
3. ISHARES S & P MIDCAP 400   2022-09-09 2024-11-22
1. ISHARES S & P SMALLCAP 600   2021-08-10 2024-11-22
5. LAM RESEARCH CORP   2024-08-09 2024-11-22
151. ELI LILLY & CO     2024-11-22
1. MICROSOFT CORP   2021-08-16 2024-11-22
1. NVIDIA CORP   2021-08-10 2024-11-22
1. QUALCOMM INC   2024-08-09 2024-11-22
2. SPDR INDEX SHS FDS   2022-09-09 2024-11-22
1. SHERWIN WILLIAMS CO   2024-08-09 2024-11-22
6. VANGUARD TAX-MANAGED INTL FD   2024-03-19 2024-11-22
5. VANGUARD INTL EQUITY INDEX FDS   2022-09-09 2024-11-22
75000. US TREASURY N/B 1.625% 02/15/2026   2021-08-06 2024-12-13
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 293,672   297,496 -3,824
b 89,916   90,000 -84
c 150,000   150,000  
d 17,338   19,089 -1,751
e 61,759   66,116 -4,357
90,972   27,792 63,180
150,000   150,000  
83,062   97,843 -14,781
86,200   90,152 -3,952
59,441   15,401 44,040
157   182 -25
344   285 59
186   166 20
188   166 22
212   161 51
109,355   101,893 7,462
148   119 29
262   252 10
475   475  
206   208 -2
364   300 64
223   224 -1
236   246 -10
613   262 351
73,809   69,518 4,291
554   299 255
85   84 1
42   46 -4
99   98 1
175   169 6
601   572 29
403   530 -127
155   104 51
611   545 66
132   123 9
280   286 -6
46,205   39,064 7,141
89,641   63,485 26,156
105,380   114,070 -8,690
92,988   107,851 -14,863
532   89 443
85,461   99,085 -13,624
106,522   97,437 9,085
82,058   111,885 -29,827
50   45 5
4,976   5,522 -546
4,467   2,375 2,092
18,785   14,918 3,867
10,815   9,796 1,019
2,495   2,637 -142
4,028   3,979 49
16,951   12,185 4,766
6,906   5,149 1,757
8,737   5,866 2,871
11,094   4,597 6,497
10,226   7,214 3,012
5,483   5,254 229
8,847   9,746 -899
4,849   4,938 -89
9,648   6,130 3,518
8,900   6,092 2,808
12,756   10,723 2,033
4,960   2,881 2,079
8,587   6,261 2,326
6,979   2,732 4,247
10,318   8,765 1,553
10,524   7,041 3,483
8,159   8,830 -671
12,870   5,235 7,635
26,151   4,731 21,420
3,105   2,230 875
12,547   12,918 -371
5,975   5,413 562
4,367   2,393 1,974
5,733   4,252 1,481
15,657   13,917 1,740
4,829   4,500 329
7,574   5,972 1,602
4,381   3,042 1,339
8,571   5,912 2,659
537   582 -45
5,367   5,716 -349
7,710   4,325 3,385
49,414   41,681 7,733
8,860   5,432 3,428
9,397   8,215 1,182
10,034   5,335 4,699
83,308   95,977 -12,669
125,752   79,107 46,645
79,831   110,908 -31,077
75,465   14,486 60,979
99,008   99,438 -430
148,005   150,665 -2,660
49,114   48,528 586
165   141 24
198   166 32
73   69 4
229   156 73
91   51 40
64   63 1
79,150   82,953 -3,803
198   150 48
124   112 12
365   401 -36
113,486   39,337 74,149
414   293 121
147   20 127
155   163 -8
91   91  
384   346 38
295   297 -2
226   205 21
72,759   75,806 -3,047
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      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
      166
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       -3,824
b       -84
c        
d       -1,751
e       -4,357
      63,180
       
      -14,781
      -3,952
      44,040
      -25
      59
      20
      22
      51
      7,462
      29
      10
       
      -2
      64
      -1
      -10
      351
      4,291
      255
      1
      -4
      1
      6
      29
      -127
      51
      66
      9
      -6
      7,141
      26,156
      -8,690
      -14,863
      443
      -13,624
      9,085
      -29,827
      5
      -546
      2,092
      3,867
      1,019
      -142
      49
      4,766
      1,757
      2,871
      6,497
      3,012
      229
      -899
      -89
      3,518
      2,808
      2,033
      2,079
      2,326
      4,247
      1,553
      3,483
      -671
      7,635
      21,420
      875
      -371
      562
      1,974
      1,481
      1,740
      329
      1,602
      1,339
      2,659
      -45
      -349
      3,385
      7,733
      3,428
      1,182
      4,699
      -12,669
      46,645
      -31,077
      60,979
      -430
      -2,660
      586
      24
      32
      4
      73
      40
      1
      -3,803
      48
      12
      -36
      74,149
      121
      127
      -8
       
      38
      -2
      21
      -3,047
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 302,853
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 6,470
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 6,470
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 6,470
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,173
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 6,173
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 297
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) 384-7302

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
THOMAS H LINCOLN BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
ALICE J LINCOLN BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
DENNIS HANWELL BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
MICHAEL J SHORT BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
WILLIAM B YOUNG BOARD MEMBER
1 		0    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
HUNTINGTON NATIONAL BANK TRUSTEE
1 		106,884    
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
12,019,908
b
Average of monthly cash balances.......................
1b
713,012
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,732,920
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
12,732,920
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
190,994
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,541,926
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
627,096
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
627,096
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,470
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,470
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
620,626
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
620,626
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
620,626
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
465,919
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
465,919
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 7 620,626
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...... 0
c From 2021...... 0
d From 2022...... 12,767
e From 2023...... 215,203
f Total of lines 3a through e ........ 227,970
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 465,919
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..... 465,919
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 154,707 154,707
(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 73,263
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 ...... 		73,263
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 73,263
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BOARD OF MANAGERS CO HUNTINGTON BA
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
(330) 384-7302
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST TO BOARD OF MANAGERS OR TRUSTEE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED STATEMENT
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

SOCIETY FOR HANDICAPPED CITIZENS

4283 PARADISE RD
SEVILLE,OH44273 		NONE PC GENERAL OPERATING 2,500

HOSPICE OF THE WESTERN RESERVE INC

17876 SAINT CLAIR AVE
CLEVELAND,OH441102602 		NONE PC GENERAL OPERATING 300,000

ST PAULS EPISCOPAL CHURCH

ATTN GEORGE GIBSON
FLINT,MI48502 		NONE PC GENERAL OPERATING 25,000

CITY OF MEDINA

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 63,718

MAIN STREET MEDINA INC

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 1,500

REPLAY FOR KIDS

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL OPERATING 10,000

THE CHILDRENS CENTER OF MEDINA

724 E SMITH RD
MEDINA,OH44256 		NONE PC GENERAL OPERATING 8,309
Total .................................right arrow 3a 411,027
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 ....     14 228,618  
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 ............ 		    18 302,853  
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) ..   531,471  
13Total. Add line 12, columns (b), (d), and (e)..................
13
531,471
(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:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
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:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
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 InvestmentsCorpBondsSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Name of Bond End of Year Book Value End of Year Fair Market Value
912828P46 US TREASURY N/B 1.62 101,374 97,141
46625HRS1 JPMORGAN CHASE & CO 154,390 147,146
172217YW5 CINCINNATI OHIO 124,116 116,354
278642AV5 EBAY INC    
960030BA1 WESTERVILLE OHIO CIT 73,770 67,182
032654AN5 ANALOG DEVICES INC 156,570 147,026
172217YZ8 CINCINNATI OHIO 122,869 112,978
009158AY2 AIR PRODS & CHEMS IN 152,635 140,824
23338VAN6 DTE ELEC CO 152,460 137,405
895202BQ1 TRENTON OHIO WTR SYS 50,000 49,795
808513BS3 SCHWAB CHARLES CORP 154,220 127,869
912828V80 US TREASURY N/B 2.25    
70450YAH6 PAYPAL HLDGS INC 154,496 131,452
91282CCR0 UNITED STATES TREAS 195,687 178,063
232287DQ2 CUYAHOGA CNTY OHIO S 50,000 46,707
353174GH2 FRANKLIN CNTY OHIO C 50,000 50,000
663903HK1 NORTHEAST OHIO REGL 51,406 45,568
783068CW7 RUSSIA OHIO LOC SCH 87,227 83,026
29736RAP5 ESTEE LAUDER COS INC 156,223 133,484
637432NL5 NATIONAL RURAL UTILS    
67066GAN4 NVIDIA CORP 151,343 127,439
776743AM8 ROPER TECHNOLOGIES I 149,943 146,359
92939UAF3 WEC ENERGY GROUP INC    
91282CBL4 US TREASURY N/B 1.12 117,787 103,164
291011BN3 EMERSON ELEC CO 152,159 128,495
74460WAD9 PUBLIC STORAGE 151,829 136,645
9128283Z1 US TREASURY N/B 2.75    
91282CEV9 US TREASURY N/B 3.25 123,013 119,297
594918CH5 MICROSOFT CORP PRIVA    
91282CEP2 US TREASURY N/B 2.87 143,520 134,813
91282CEW7 US TREASURY N/B 3.25 48,514 48,836
91282CGQ8 US TREASURY N/B 4% 0 76,481 73,641
91282CHR5 US TREASURY N/B 4% 0 199,744 195,875
526057BV5 LENNAR CORP 49,840 49,961
594918CQ5 MICROSOFT CORP 3.4% 154,837 146,558
91282CFV8 US TREASURY N/B 4.12 124,772 121,973
91282CJC6 US TREASURY N/B 4.62 100,846 100,625
91282CJJ1 US TREASURY N/B 4.5% 75,776 74,695
91282CJN2 US TREASURY N/B 4.37 202,524 200,156
91282CKX8 US TREASURY N/B 4.25 152,897 149,227

TY 2024 InvestmentsCorpStockSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Name of Stock End of Year Book Value End of Year Fair Market Value
43300A203 HILTON WORLDWIDE HLD 75,229 148,049
461202103 INTUIT 96,783 125,700
67066G104 NVIDIA CORP 43,730 301,212
88160R101 TESLA INC 97,806 233,823
464287804 ISHARES TR 217,173 226,753
79466L302 SALESFORCE.COM INC    
30303M102 FACEBOOK INC CL-A 138,893 225,421
007903107 ADVANCED MICRO DEVIC 70,913 104,604
235851102 DANAHER CORP    
46120E602 INTUITIVE SURGICAL I 68,040 136,232
81762P102 SERVICENOW INC 101,035 196,122
038222105 APPLIED MATLS INC 92,194 93,187
594918104 MICROSOFT CORP 177,353 263,438
747525103 QUALCOMM INC 92,274 100,007
91913Y100 VALERO ENERGY CORP N 51,741 95,498
02079K305 ALPHABET INC 196,105 290,954
64110L106 NETFLIX INC 57,937 196,090
883556102 THERMO FISHER SCIENT 80,195 75,433
11135F101 BROADCOM INC 61,660 232,304
68389X105 ORACLE CORP 142,257 225,297
00724F101 ADOBE SYS INC    
92826C839 VISA INC 73,740 112,510
023135106 AMAZON COM INC 186,638 259,100
036752103 ANTHEM INC    
533900106 LINCOLN ELEC HLDGS I 201,348 524,916
169656105 CHIPOTLE MEXICAN GRI    
037833100 APPLE INC 172,784 292,741
872590104 T-MOBILE US INC 75,929 132,217
922042858 VANGUARD INTL EQUITY 442,167 453,964
67103H107 O'REILLY AUTOMOTIVE 75,029 119,766
701094104 PARKER-HANNIFIN CORP 68,509 145,651
30231G102 EXXON MOBIL CORP    
78463X749 SPDR INDEX SHS FDS 235,510 223,972
464287507 ISHARES TR 383,545 467,886
532457108 LILLY ELI & CO    
57636Q104 MASTERCARD INC 109,501 166,396
921943858 VANGUARD TAX-MANAGED 553,111 647,005
09857L108 BOOKING HLDGS INC    
101137107 BOSTON SCIENTIFIC CO 87,602 152,023
20030N101 COMCAST CORP NEW    
512807108 LAM RESH CORP    
666807102 NORTHROP GRUMMAN COR    
697435105 PALO ALTO NETWORKS I 90,513 109,540
871607107 SYNOPSYS INC    
872540109 TJX COS INC NEW 83,334 112,957
92532F100 VERTEX PHARMACEUTICA 72,422 96,648
G29183103 EATON CORP PLC 73,858 147,018
032095101 AMPHENOL CORP NEW 88,761 88,827
032654105 ANALOG DEVICES INC 99,702 90,508
040413205 ARISTA NETWORKS INC 69,336 91,077
191216100 COCA COLA CO 88,685 88,285
22160K105 COSTCO WHOLESALE COR 81,273 76,967
253868103 DIGITAL RLTY TR INC 87,441 103,738
512807306 LAM RESEARCH CORP 86,664 89,926
539830109 LOCKHEED MARTIN CORP 71,696 63,172
595112103 MICRON TECHNOLOGY IN 108,485 72,378
75513E101 RTX CORP 64,135 64,340
78409V104 S&P GLOBAL INC 56,577 54,783
824348106 SHERWIN WILLIAMS CO 78,901 89,402
882508104 TEXAS INSTRS INC 66,864 65,629
98978V103 ZOETIS INC 59,236 54,256

TY 2024 OtherDecreasesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Description Amount
CY PURCHASE OF ACCRUED INTEREST 604
ROC ON CY SALES 906
ROUNDING 1


TY 2024 OtherExpensesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
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 OtherIncreasesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Description Amount
MUTUAL FUND TIMING ADJ 5,586
PY PURCHASE OF ACCRUED INTEREST 185


TY 2024 TaxesSchedule
Name:
TOM AND JILL LINCOLN FOUNDATION
EIN:
86-6605937
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,902 1,902   0
FEDERAL TAX PAYMENT - PRIOR YE 2,518 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,173 0   0
FOREIGN TAXES ON NONQUALIFIED 1,720 1,720   0