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
FRANK P MCCANDLESS
 
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

25-6033691
B Telephone number (see instructions)

(614) 331-9547
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$2,090,556
J 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... 33,474 33,474  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 197,032
b Gross sales price for all assets on line 6a 473,188
7 Capital gain net income (from Part IV, line 2)... 197,032
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........ 230,506 230,506  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,428 12,714   12,714
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)....... 1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,784 39   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,462 12,753 0 13,964
25 Contributions, gifts, grants paid....... 88,486 88,486
26 Total expenses and disbursements. Add lines 24 and 25 116,948 12,753 0 102,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 113,558
b Net investment income (if negative, enter -0-) 217,753
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......... 57,670 28,312 28,312
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)....... 859,298 Click to see attachment
List of Attached Documents:
// Content
977,034
1,838,363
c Investments—corporate bonds (attach schedule)....... 197,218 Click to see attachment
List of Attached Documents:
// Content
222,610
223,881
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,114,186 1,227,956 2,090,556
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,114,186 1,227,956
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,114,186 1,227,956
30 Total liabilities and net assets/fund balances (see instructions). 1,114,186 1,227,956
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,114,186
2
Enter amount from Part I, line 27a .....................
2
113,558
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
214
4
Add lines 1, 2, and 3 ..........................
4
1,227,958
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,227,956
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 11. ABBVIE INC   2013-06-11 2024-01-29
b 12. ALPHABET INC   2015-12-28 2024-01-29
c 12. AMAZON.COM INC   2018-03-16 2024-01-29
d 9. AMERICAN EXPRESS COMPANY   2018-11-01 2024-01-29
e 9. ANALOG DEVICES   2014-03-03 2024-01-29
4. ANTHEM INC   2016-03-01 2024-01-29
9. APPLE COMPUTER   2011-03-07 2024-01-29
2. BLACKROCK INC   2015-03-02 2024-01-29
1. BOOKING HLDGS INC   2021-08-30 2024-01-29
4. CATERPILLAR INC.   2021-07-02 2024-01-29
12. CHEVRONTEXACO CORP   2011-03-07 2024-01-29
1. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-03-04 2024-01-29
7. CONSTELLATION BRANDS INC CL A   2013-05-17 2024-01-29
3. COSTCO WHOLESALE CORP   2013-03-04 2024-01-29
5. DEERE & COMPANY   2021-03-04 2024-01-29
10. EOG RESOURCES INC   2022-07-08 2024-01-29
24. EDWARDS LIFESCIENCES CORP   2018-11-01 2024-01-29
12. FISERV INC   2018-08-17 2024-01-29
5. HOME DEPOT INC.   2015-03-02 2024-01-29
5. HUMANA INC W/1 RT/SH   2021-03-04 2024-01-29
7. ILLINOIS TOOL WORKS INC COM   2017-11-17 2024-01-29
5. INTUITIVE SURGICAL INC   2020-04-16 2024-01-29
263. INVESCO EXCHANGE-TRADED FD TR II   2021-07-02 2024-01-29
11. J P MORGAN CHASE & CO   2015-12-28 2024-01-29
11. JOHNSON & JOHNSON CO   2015-06-10 2024-01-29
3. ELI LILLY & CO   2020-05-12 2024-01-29
4. LOCKHEED MARTIN (COMMON STOCK)   2015-12-28 2024-01-29
3. M & T BANK CORP   2020-07-30 2024-01-29
6. MCDONALDS CORP   2017-06-21 2024-01-29
9. MICROSOFT CORP   2018-07-05 2024-01-29
17. NIKE INC CL B   2020-04-16 2024-01-29
4. NORTHROP GRUMMAN CORP W/1 RT/SH   2017-11-17 2024-01-29
11. NVIDIA CORP   2020-03-04 2024-01-29
2. O'REILLY AUTOMOTIVE INC   2018-03-16 2024-01-29
9. PEPSICO INC   2011-03-14 2024-01-29
8. PIONEER NAT RES CO COM   2022-02-10 2024-01-29
11. PROCTER & GAMBLE CO   2020-03-04 2024-01-29
25. RTX CORP   2011-10-05 2024-01-29
6. ROCKWELL INTL CORP NEW   2018-03-16 2024-01-29
5. SALESFORCE.COM INC   2015-12-28 2024-01-29
2. SERVICENOW INC   2022-07-08 2024-01-29
6. SHERWIN WILLIAMS CO   2020-10-06 2024-01-29
23. SYSCO CORP   2020-04-16 2024-01-29
22. TESLA INC   2023-03-02 2024-01-29
7. TESLA INC   2023-10-25 2024-01-29
46. TESLA INC   2021-06-23 2024-01-29
11. TEXAS INSTRUMENTS INC.   2014-03-03 2024-01-29
3. THERMO ELECTRON CORP W/1 RT/SH   2014-03-03 2024-01-29
7. UNION PACIFIC CORP   2011-08-09 2024-01-29
6. UNITED PARCEL SVC INC   2015-12-28 2024-01-29
12. VALERO ENERGY   2015-07-02 2024-01-29
7. VISA INC   2018-07-05 2024-01-29
7. WAL-MART STORES, INC.   2018-11-01 2024-01-29
5. ACCENTURE PLC-CL A   2011-03-07 2024-01-29
7. CHUBB LTD   2016-01-15 2024-01-29
25000. US T-NOTES 2.5% 01/31/2024   2023-01-12 2024-01-31
9. ABBVIE INC   2013-06-11 2024-03-04
10. ALPHABET INC   2015-12-28 2024-03-04
11. AMAZON.COM INC   2018-03-16 2024-03-04
9. AMERICAN EXPRESS COMPANY   2018-11-01 2024-03-04
9. ANALOG DEVICES   2014-03-03 2024-03-04
4. ANTHEM INC   2016-03-01 2024-03-04
2. BLACKROCK INC   2015-03-02 2024-03-04
4. CATERPILLAR INC.   2021-07-02 2024-03-04
13. CHEVRONTEXACO CORP   2011-08-09 2024-03-04
2. COSTCO WHOLESALE CORP   2013-03-04 2024-03-04
28. DEERE & COMPANY   2021-03-04 2024-03-04
8. EDWARDS LIFESCIENCES CORP   2018-11-01 2024-03-04
14. FISERV INC   2018-08-17 2024-03-04
18. HUMANA INC W/1 RT/SH   2021-06-23 2024-03-04
10. J P MORGAN CHASE & CO   2015-12-28 2024-03-04
10. JOHNSON & JOHNSON CO   2015-06-10 2024-03-04
4. MICROSOFT CORP   2018-07-05 2024-03-04
3. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-03-16 2024-03-04
5. NVIDIA CORP   2020-03-04 2024-03-04
2. O'REILLY AUTOMOTIVE INC   2018-03-16 2024-03-04
35. PNC FINANCIAL CORP   2024-01-29 2024-03-04
10. PIONEER NAT RES CO COM   2022-02-10 2024-03-04
7. PROCTER & GAMBLE CO   2020-03-04 2024-03-04
46. SEMPRA ENERGY CORP   2011-10-05 2024-03-04
5. SHERWIN WILLIAMS CO   2020-10-06 2024-03-04
19. SYSCO CORP   2020-05-12 2024-03-04
6. TEXAS INSTRUMENTS INC.   2014-03-03 2024-03-04
3. THERMO ELECTRON CORP W/1 RT/SH   2014-03-03 2024-03-04
9. UNITED PARCEL SVC INC   2015-12-28 2024-03-04
4. UNITEDHEALTH GROUP INC   2021-02-22 2024-03-04
12. VALERO ENERGY   2015-07-02 2024-03-04
5. ABBVIE INC   2013-06-11 2024-04-01
9. AMAZON.COM INC   2018-03-16 2024-04-01
6. AMERICAN EXPRESS COMPANY   2018-11-01 2024-04-01
4. ANALOG DEVICES   2014-03-03 2024-04-01
3. ANTHEM INC   2016-03-01 2024-04-01
1. BOOKING HLDGS INC   2021-08-30 2024-04-01
12. EDWARDS LIFESCIENCES CORP   2019-01-11 2024-04-01
10. FISERV INC   2018-08-17 2024-04-01
3. HOME DEPOT INC.   2015-03-02 2024-04-01
4. INTUITIVE SURGICAL INC   2020-04-16 2024-04-01
10. J P MORGAN CHASE & CO   2015-12-28 2024-04-01
18. NIKE INC CL B   2020-05-12 2024-04-01
2. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-03-16 2024-04-01
10. NVIDIA CORP   2020-03-04 2024-04-01
1. O'REILLY AUTOMOTIVE INC   2018-03-16 2024-04-01
40. PIONEER NAT RES CO COM   2022-03-09 2024-04-01
3. SHERWIN WILLIAMS CO   2020-10-06 2024-04-01
23. SYSCO CORP   2020-05-12 2024-04-01
3. THERMO ELECTRON CORP W/1 RT/SH   2014-03-03 2024-04-01
2. UNION PACIFIC CORP   2011-08-09 2024-04-01
4. UNITEDHEALTH GROUP INC   2023-06-26 2024-04-01
35. UNITEDHEALTH GROUP INC   2021-02-22 2024-04-01
11. VALERO ENERGY   2015-07-02 2024-04-01
2. VERTEX PHARMACEUTICAL INC   2023-05-11 2024-04-01
.25 GE VERNOVA INC.   2023-05-11 2024-04-16
174.22 MFS SER TR XIII   2021-08-30 2024-06-07
35. NVIDIA CORP   2020-04-16 2024-06-07
57. ZOETIS INC   2024-01-29 2024-06-07
6. ABBVIE INC   2013-06-11 2024-06-27
1. ADOBE SYS INC W/1 RT/SH   2023-03-02 2024-06-27
4. AMERICAN EXPRESS COMPANY   2018-11-01 2024-06-27
2. ANTHEM INC   2016-03-01 2024-06-27
4. APPLE COMPUTER   2011-03-07 2024-06-27
3. BECTON DICKINSON AND CO.   2011-10-05 2024-06-27
1. BLACKROCK INC   2015-03-02 2024-06-27
3. CATERPILLAR INC.   2022-02-10 2024-06-27
6. CHEVRONTEXACO CORP   2011-08-09 2024-06-27
37. COMCAST CORP NEW   2023-10-25 2024-06-27
37. COMCAST CORP NEW   2024-01-29 2024-06-27
141. COMCAST CORP NEW   2023-05-11 2024-06-27
82. DISNEY (WALT) CO   2024-01-29 2024-06-27
10. EDWARDS LIFESCIENCES CORP   2019-01-11 2024-06-27
7. FISERV INC   2018-08-17 2024-06-27
6. GE VERNOVA INC.   2023-05-11 2024-06-27
3. HOME DEPOT INC.   2015-03-02 2024-06-27
3. HONEYWELL INTL INC COM   2013-05-17 2024-06-27
5. ILLINOIS TOOL WORKS INC COM   2018-03-16 2024-06-27
5. J P MORGAN CHASE & CO   2016-03-01 2024-06-27
8. JOHNSON & JOHNSON CO   2015-06-10 2024-06-27
1. ELI LILLY & CO   2020-05-12 2024-06-27
43. LOWES COMPANIES INC   2024-03-04 2024-06-27
4. MCDONALDS CORP   2017-06-21 2024-06-27
2. MICROSOFT CORP   2018-07-05 2024-06-27
14. NEXTERA ENERGY, INC   2015-07-02 2024-06-27
39. NIKE INC CL B   2020-05-12 2024-06-27
1. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-03-16 2024-06-27
50. NVIDIA CORP   2020-04-16 2024-06-27
1. O'REILLY AUTOMOTIVE INC   2018-03-16 2024-06-27
1. PARKER HANNIFIN CORP   2021-02-22 2024-06-27
3. PEPSICO INC   2011-03-14 2024-06-27
2. SYNOPSYS INC W/1 RT/SH   2023-06-26 2024-06-27
7. SYSCO CORP   2020-05-12 2024-06-27
5. TEXAS INSTRUMENTS INC.   2014-03-03 2024-06-27
2. THERMO ELECTRON CORP W/1 RT/SH   2014-03-03 2024-06-27
5. UNION PACIFIC CORP   2011-10-05 2024-06-27
5. UNITED PARCEL SVC INC   2015-12-28 2024-06-27
2. VERTEX PHARMACEUTICAL INC   2023-05-11 2024-06-27
4. VISA INC   2018-07-05 2024-06-27
8. ABBVIE INC   2013-06-11 2024-07-25
2. ADOBE SYS INC W/1 RT/SH   2023-03-02 2024-07-25
4. ALPHABET INC   2015-12-28 2024-07-25
7. AMERICAN EXPRESS COMPANY   2018-11-01 2024-07-25
2. ANTHEM INC   2016-03-01 2024-07-25
5. APPLE COMPUTER   2011-03-07 2024-07-25
13. BECTON DICKINSON AND CO.   2011-10-05 2024-07-25
2. BLACKROCK INC   2015-03-02 2024-07-25
8. CATERPILLAR INC.   2022-07-08 2024-07-25
1. COSTCO WHOLESALE CORP   2013-03-04 2024-07-25
21. EDWARDS LIFESCIENCES CORP   2019-01-11 2024-07-25
7.25 GE VERNOVA INC.   2023-10-25 2024-07-25
13. GE VERNOVA INC.   2024-01-29 2024-07-25
7.75 GE VERNOVA INC.   2023-05-11 2024-07-25
5. HOME DEPOT INC.   2015-03-02 2024-07-25
5. ILLINOIS TOOL WORKS INC COM   2018-03-16 2024-07-25
6. JOHNSON & JOHNSON CO   2015-06-10 2024-07-25
1. ELI LILLY & CO   2020-05-12 2024-07-25
4. MCDONALDS CORP   2017-06-21 2024-07-25
2. MICROSOFT CORP   2018-07-05 2024-07-25
22. NEXTERA ENERGY, INC   2015-07-02 2024-07-25
9. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-03-16 2024-07-25
24. NVIDIA CORP   2020-04-16 2024-07-25
1. O'REILLY AUTOMOTIVE INC   2018-03-16 2024-07-25
3. PARKER HANNIFIN CORP   2021-02-22 2024-07-25
8. PEPSICO INC   2011-03-14 2024-07-25
4. SALESFORCE.COM INC   2015-12-28 2024-07-25
2. SYNOPSYS INC W/1 RT/SH   2023-06-26 2024-07-25
41. SYSCO CORP   2020-05-12 2024-07-25
4. T-MOBILE US INC   2023-03-02 2024-07-25
8. TEXAS INSTRUMENTS INC.   2017-11-17 2024-07-25
4. UNION PACIFIC CORP   2011-10-05 2024-07-25
14. UNITED PARCEL SVC INC   2015-12-28 2024-07-25
4. VERTEX PHARMACEUTICAL INC   2023-05-11 2024-07-25
66. NVIDIA CORP   2020-04-16 2024-09-11
202.72 PIMCO FDS   2024-01-29 2024-09-11
692.24 PIMCO FDS   2018-03-05 2024-09-11
258.82 WASATCH FDS TR   2022-02-10 2024-09-11
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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    
(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 1,804   482 1,322
b 1,829   469 1,360
c 1,930   947 983
d 1,793   936 857
e 1,756   455 1,301
1,939   525 1,414
1,720   113 1,607
1,564   750 814
3,530   2,300 1,230
1,199   870 329
1,766   1,176 590
2,378   1,348 1,030
1,734   452 1,282
2,071   308 1,763
1,972   1,682 290
1,139   1,053 86
1,776   1,205 571
1,703   954 749
1,770   582 1,188
1,808   1,948 -140
1,831   1,131 700
1,886   848 1,038
3,086   4,030 -944
1,886   730 1,156
1,753   1,092 661
1,926   480 1,446
1,711   874 837
425   318 107
1,740   923 817
3,662   895 2,767
1,746   1,476 270
1,743   1,240 503
6,774   768 6,006
2,056   506 1,550
1,510   574 936
1,829   1,791 38
1,712   1,349 363
2,248   1,067 1,181
1,809   1,106 703
1,424   390 1,034
1,553   994 559
1,824   1,383 441
1,724   1,136 588
4,126   4,525 -399
1,313   1,512 -199
8,627   10,987 -2,360
1,813   491 1,322
1,667   371 1,296
1,693   313 1,380
942   581 361
1,653   777 876
1,904   925 979
1,149   703 446
1,857   262 1,595
1,683   778 905
25,000   24,457 543
1,590   394 1,196
1,337   391 946
1,960   868 1,092
1,975   936 1,039
1,758   455 1,303
2,015   525 1,490
1,681   750 931
1,358   843 515
1,936   1,168 768
1,517   206 1,311
10,220   9,827 393
698   407 291
2,108   1,113 995
6,251   8,176 -1,925
1,870   664 1,206
1,593   993 600
1,663   398 1,265
1,382   1,025 357
4,354   349 4,005
2,146   506 1,640
5,396   5,324 72
2,347   2,241 106
1,115   859 256
3,233   1,145 2,088
1,684   1,152 532
1,510   965 545
1,036   268 768
1,745   371 1,374
1,364   872 492
1,930   1,300 630
1,748   777 971
899   219 680
1,622   752 870
1,363   624 739
795   202 593
1,548   394 1,154
3,607   2,300 1,307
1,128   611 517
1,592   795 797
1,130   349 781
1,576   678 898
1,995   610 1,385
1,655   1,601 54
946   683 263
9,130   714 8,416
1,131   253 878
10,503   9,003 1,500
1,024   691 333
1,862   1,168 694
1,725   371 1,354
488   89 399
1,959   1,901 58
17,141   14,294 2,847
1,863   712 1,151
830   697 133
34   21 13
2,814   3,408 -594
42,041   2,580 39,461
10,021   10,639 -618
1,010   263 747
544   328 216
918   416 502
1,071   263 808
855   50 805
692   213 479
783   375 408
981   611 370
936   539 397
1,408   1,595 -187
1,408   1,703 -295
5,366   5,700 -334
8,369   8,663 -294
932   509 423
1,044   557 487
1,051   496 555
1,024   349 675
644   231 413
1,185   860 325
996   293 703
1,165   794 371
904   160 744
9,434   10,523 -1,089
1,031   615 416
908   199 709
1,030   351 679
3,673   3,468 205
436   342 94
6,224   369 5,855
1,050   253 797
502   285 217
500   191 309
1,192   848 344
505   355 150
965   277 688
1,106   247 859
1,119   214 905
680   484 196
948   697 251
1,077   529 548
1,461   350 1,111
1,065   655 410
687   156 531
1,695   728 967
1,033   263 770
1,093   63 1,030
3,090   922 2,168
1,674   750 924
2,727   1,435 1,292
831   103 728
1,323   1,069 254
1,157   675 482
2,074   1,587 487
1,236   658 578
1,774   582 1,192
1,220   860 360
958   625 333
832   160 672
1,005   615 390
846   199 647
1,636   551 1,085
4,187   3,074 1,113
2,746   177 2,569
1,092   253 839
1,639   854 785
1,365   510 855
1,027   312 715
1,091   848 243
2,961   2,082 879
708   565 143
1,585   785 800
945   171 774
1,786   1,356 430
1,973   1,394 579
7,657   486 7,171
1,559   1,460 99
5,323   7,500 -2,177
4,659   4,143 516
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
      2,394
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       1,322
b       1,360
c       983
d       857
e       1,301
      1,414
      1,607
      814
      1,230
      329
      590
      1,030
      1,282
      1,763
      290
      86
      571
      749
      1,188
      -140
      700
      1,038
      -944
      1,156
      661
      1,446
      837
      107
      817
      2,767
      270
      503
      6,006
      1,550
      936
      38
      363
      1,181
      703
      1,034
      559
      441
      588
      -399
      -199
      -2,360
      1,322
      1,296
      1,380
      361
      876
      979
      446
      1,595
      905
      543
      1,196
      946
      1,092
      1,039
      1,303
      1,490
      931
      515
      768
      1,311
      393
      291
      995
      -1,925
      1,206
      600
      1,265
      357
      4,005
      1,640
      72
      106
      256
      2,088
      532
      545
      768
      1,374
      492
      630
      971
      680
      870
      739
      593
      1,154
      1,307
      517
      797
      781
      898
      1,385
      54
      263
      8,416
      878
      1,500
      333
      694
      1,354
      399
      58
      2,847
      1,151
      133
      13
      -594
      39,461
      -618
      747
      216
      502
      808
      805
      479
      408
      370
      397
      -187
      -295
      -334
      -294
      423
      487
      555
      675
      413
      325
      703
      371
      744
      -1,089
      416
      709
      679
      205
      94
      5,855
      797
      217
      309
      344
      150
      688
      859
      905
      196
      251
      548
      1,111
      410
      531
      967
      770
      1,030
      2,168
      924
      1,292
      728
      254
      482
      487
      578
      1,192
      360
      333
      672
      390
      647
      1,085
      1,113
      2,569
      839
      785
      855
      715
      243
      879
      143
      800
      774
      430
      579
      7,171
      99
      -2,177
      516
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 197,032
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 3,027
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 3,027
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 3,027
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,113
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 2,113
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 9 914
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 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 (614) 331-9547

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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1
25,428    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,949,883
b
Average of monthly cash balances.......................
1b
35,110
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,984,993
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,984,993
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,775
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,955,218
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
97,761
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
97,761
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,027
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,027
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
94,734
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
94,734
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
94,734
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
102,450
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
102,450
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 94,734
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...... 1,435
b From 2020...... 16,534
c From 2021...... 8,602
d From 2022...... 31,770
e From 2023...... 0
f Total of lines 3a through e ........ 58,341
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 102,450
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..... 94,734
e Remaining amount distributed out of corpus 7,716
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 66,057
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) ...
1,435
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
64,622
10 Analysis of line 9:
a Excess from 2020.... 16,534
b Excess from 2021.... 8,602
c Excess from 2022.... 31,770
d Excess from 2023.... 0
e Excess from 2024.... 7,716
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

THE PORTIUNCULA FOUNDATION

305 34TH STREET
PITTSBURGH,PA15209
NONE PC GENERAL SUPPORT 44,243

UPMC JAMESON

1211 WILMINGTON RD
NEW CASTLE,PA16105
NONE PC GENERAL SUPPORT 44,243
Total .................................right arrow 3a 88,486
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 33,474  
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 ............
    18 197,032  
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) ..   230,506  
13Total. Add line 12, columns (b), (d), and (e)..................
13
230,506
(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:
FRANK P MCCANDLESS
EIN:
25-6033691
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
FRANK P MCCANDLESS
EIN:
25-6033691
Name of Bond End of Year Book Value End of Year Fair Market Value
354613AK7 FRANKLIN RES INC 24,829 24,885
30303M8G0 META PLATFORMS INC 24,196 24,171
55279HAV2 MFRS & TRADERS TR CO 24,850 24,874
756109BS2 REALTY INCOME CORP 4 24,796 24,853
9128285Z9 US T-NOTES 2.5% 01/3    
91282CHZ7 US TREASURY N/B 4.62 49,107 50,484
91324PEU2 UNITEDHEALTH GROUP I 24,983 24,448
17275RBS0 CISCO SYSTEMS 4.95% 25,069 25,096
91282CKH3 US TREASURY N/B 4.5% 24,780 25,070

TY 2024 InvestmentsCorpStockSchedule
Name:
FRANK P MCCANDLESS
EIN:
25-6033691
Name of Stock End of Year Book Value End of Year Fair Market Value
21036P108 CONSTELLATION BRANDS 15,019 17,680
911312106 UNITED PARCEL SVC IN    
31428Q739 FEDERATED TOTAL RETU 18,779 17,042
02079K305 ALPHABET INC 10,596 46,000
166764100 CHEVRON CORP NEW 7,924 9,849
22160K105 COSTCO WHOLESALE COR 5,706 38,483
337738108 FISERV INC 11,356 27,321
023135106 AMAZON COM INC 19,672 42,562
025816109 AMERICAN EXPRESS CO 6,872 15,730
594918104 MICROSOFT CORP 22,683 70,812
654106103 NIKE INC    
79466L302 SALESFORCE.COM INC 5,888 17,719
816851109 SEMPRA    
882508104 TEXAS INSTRS INC 6,800 12,001
075887109 BECTON DICKINSON & C    
742718109 PROCTER & GAMBLE CO 12,576 16,094
773903109 ROCKWELL AUTOMATION 11,227 15,147
883556102 THERMO FISHER SCIENT 5,907 15,607
291011104 EMERSON ELEC CO 11,880 19,457
532457108 LILLY ELI & CO 12,141 44,004
92826C839 VISA INC 17,524 36,345
30303M102 FACEBOOK INC CL-A 22,308 41,571
46120E602 INTUITIVE SURGICAL I 10,093 30,274
46625H100 JPMORGAN CHASE & CO 16,863 35,477
478160104 JOHNSON & JOHNSON 7,111 8,966
65339F101 NEXTERA ENERGY INC 6,274 12,044
871829107 SYSCO CORP    
931142103 WAL MART STORES INC 8,965 21,142
032654105 ANALOG DEVICES INC 7,484 22,521
00287Y109 ABBVIE INC 3,629 7,819
28176E108 EDWARDS LIFESCIENCES 6,426 8,291
438516106 HONEYWELL INTL INC 1,460 4,292
67066G104 NVIDIA CORP 11,026 197,406
67103H107 O'REILLY AUTOMOTIVE 12,490 43,875
75513E101 RTX CORP 13,898 14,812
824348106 SHERWIN WILLIAMS CO 9,560 12,917
91913Y100 VALERO ENERGY CORP N 14,153 20,473
H1467J104 CHUBB LTD 8,944 19,617
31420B847 FEDERATED HERMES INS 14,314 13,417
72201F490 PIMCO FDS 24,608 21,547
72201F623 PIMCO FDS    
907818108 UNION PAC CORP 1,753 9,350
G1151C101 ACCENTURE PLC-CL A 4,075 21,811
543916688 LORD ABBETT INVT TR 18,300 16,004
277902698 E V ATLANTA CAP SMID 20,786 37,972
922908686 VANGUARD INDEX FDS 13,000 25,284
007903107 ADVANCED MICRO DEVIC 16,434 14,857
036752103 ANTHEM INC 4,303 8,485
037833100 APPLE INC 4,164 60,351
437076102 HOME DEPOT INC 3,843 12,837
09247X101 BLACKROCK INC    
452308109 ILLINOIS TOOL WKS IN 3,438 5,071
539830109 LOCKHEED MARTIN CORP 5,460 12,149
55261F104 M & T BK CORP 9,690 15,417
580135101 MCDONALDS CORP 14,546 20,002
666807102 NORTHROP GRUMMAN COR    
713448108 PEPSICO INC 6,386 10,644
149123101 CATERPILLAR INS    
46138E511 INVESCO EXCHANGE-TRA    
444859102 HUMANA INC    
552982720 MFS SER TR XIII    
88160R101 TESLA INC    
09857L108 BOOKING HLDGS INC 15,061 29,811
244199105 DEERE & CO    
91324P102 UNITEDHEALTH GROUP I    
169656105 CHIPOTLE MEXICAN GRI 16,265 30,150
922031737 VANGUARD FIXED INCOM 8,541 7,350
464287804 ISHARES TR 7,980 8,526
701094104 PARKER-HANNIFIN CORP 11,409 22,261
592905749 METROPOLITAN WEST FD 6,843 6,539
32008F200 FIRST EAGLE FDS 7,720 8,153
26875P101 EOG RES INC 11,288 12,135
543487136 LOOMIS SAYLES FDS II 20,928 20,522
723787107 PIONEER NAT RES CO    
92646A831 VICTORY PORTFOLIOS 10,520 10,152
936793744 WASATCH FDS TR    
81762P102 SERVICENOW INC 10,954 25,443
00724F101 ADOBE SYS INC 14,177 14,230
049560105 ATMOS ENERGY CORP 9,633 11,699
084670702 BERKSHIRE HATHAWAY C 13,145 16,318
101137107 BOSTON SCIENTIFIC CO 19,132 28,672
20030N101 COMCAST CORP NEW    
30231G102 EXXON MOBIL CORP 17,648 17,319
369604301 GENERAL ELEC CO 14,111 23,851
64110L106 NETFLIX INC 12,023 29,414
871607107 SYNOPSYS INC 10,015 10,193
872540109 TJX COS INC NEW 11,539 14,618
872590104 T-MOBILE US INC 12,174 18,321
92532F100 VERTEX PHARMACEUTICA 6,065 6,846
00130H105 AES CORP 5,847 4,350
03027X100 AMERICAN TOWER CORP 9,941 9,171
038222105 APPLIED MATLS INC 12,491 9,595
09290D101 BLACKROCK INC 3,375 9,226
11135F101 BROADCOM INC 17,513 30,835
22788C105 CROWDSTRIKE HOLDINGS 7,532 7,528
230001752 CULLEN EMERGING MARK 10,084 10,083
262028731 DRIEHAUS SMALL CAP G 4,874 5,216
285512109 ELECTRONIC ARTS INC 5,898 5,998
40168W483 GUGGENHEIM FDS TR 3,000 3,019
46137V464 INVESCO EXCHANGE-TRA 9,993 10,871
595112103 MICRON TECHNOLOGY IN 8,263 5,470
68389X105 ORACLE CORP 10,733 12,665
697435105 PALO ALTO NETWORKS I 18,468 21,107
747525103 QUALCOMM INC 4,151 3,841
863667101 STRYKER CORP 12,300 12,602
87612E106 TARGET CORP 11,296 9,868
902973304 US BANCORP DEL 7,398 8,227
92343V104 VERIZON COMMUNICATIO 5,973 5,479
G54950103 LINDE PLC 12,399 12,141

TY 2024 OtherDecreasesSchedule
Name:
FRANK P MCCANDLESS
EIN:
25-6033691
Description Amount
ROUNDING 2


TY 2024 OtherIncreasesSchedule
Name:
FRANK P MCCANDLESS
EIN:
25-6033691
Description Amount
MUTUAL FUND TIMING ADJ 50
PY PURCHASE OF ACCRUED INTEREST 164


TY 2024 TaxesSchedule
Name:
FRANK P MCCANDLESS
EIN:
25-6033691
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 19 19   0
FEDERAL ESTIMATES - PRINCIPAL 1,745 0   0
FOREIGN TAXES ON NONQUALIFIED 20 20   0