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
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O FARMERS TRUST CO 42 MCCLURG R
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YOUNGSTOWN, OH44512
A Employer identification number

35-6735706
B Telephone number (see instructions)

(330) 743-7000
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$59,742,501J 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 18,627 18,627  
4 Dividends and interest from securities... 1,821,080 1,821,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,937,642
b Gross sales price for all assets on line 6a 14,919,225
7 Capital gain net income (from Part IV, line 2)... 2,937,642
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........ 4,777,349 4,777,349  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 424,564 297,195   127,369
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
670 335 0 335
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,090 523 0 1,568
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
61,498 20,590   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.......... 489,022 318,643 0 129,472
25 Contributions, gifts, grants paid....... 4,351,680 4,351,680
26 Total expenses and disbursements. Add lines 24 and 25 4,840,702 318,643 0 4,481,152
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -63,353
b Net investment income (if negative, enter -0-) 4,458,706
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......... 6,468,156 5,475,039 5,475,039
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) 5,237,683 Click to see attachment
List of Attached Documents:
// Content
5,745,496 		5,548,599
b Investments—corporate stock (attach schedule)....... 21,067,270 Click to see attachment
List of Attached Documents:
// Content
20,232,040 		28,571,645
c Investments—corporate bonds (attach schedule)....... 1,928,265 Click to see attachment
List of Attached Documents:
// Content
2,387,755 		2,315,543
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).......... 16,399,777 Click to see attachment
List of Attached Documents:
// Content
17,095,755 		17,831,675
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) 51,101,151 50,936,085 59,742,501
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........ 51,101,151 50,936,085
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)..... 51,101,151 50,936,085
30 Total liabilities and net assets/fund balances (see instructions). 51,101,151 50,936,085
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
51,101,151
2
Enter amount from Part I, line 27a .....................
2
-63,353
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6
4
Add lines 1, 2, and 3 ..........................
4
51,037,804
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
101,719
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
50,936,085
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 3473. AT&T INC COM   2018-03-16 2024-09-19
b 3202. AT&T INC COM   2018-01-17 2024-09-19
c 1363. AT&T INC COM   2017-11-09 2024-09-19
d 28. ADOBE INC COM   2024-01-10 2024-10-21
e 134. ADOBE INC COM   2019-03-19 2024-10-21
15060.486 INVESCO MAIN STREET SMALL CAP   2024-01-25 2024-09-20
109. AKAMAI TECHNOLOGIES INC COM   2023-07-13 2024-01-10
710. AKAMAI TECHNOLOGIES INC COM   2023-07-13 2024-11-01
209. ALPHABET INC CAP STK CL A   2016-01-13 2024-01-10
1933. ALPHABET INC CAP STK CL A   2016-01-13 2024-03-14
1200. ALPHABET INC CAP STK CL A   2016-01-13 2024-06-28
171. AMAZON COM INC COM   2023-09-14 2024-01-10
126. AMAZON COM INC COM   2023-11-16 2024-06-28
574. AMAZON COM INC COM   2023-09-14 2024-06-28
225. AMAZON COM INC COM   2023-11-16 2024-11-01
75. AMAZON COM INC COM   2023-08-24 2024-11-01
600. APPLE INC COM   2024-05-14 2024-06-28
182. APPLE INC COM   2024-05-14 2024-10-21
126. APPLE INC COM   2024-01-10 2024-10-21
26. APPLE INC COM   2010-04-08 2024-10-21
500. APPLE INC COM   2010-04-08 2024-11-01
1324. BOEING CO COM   2024-02-16 2024-05-23
10. MICROSOFT CORPORATION CLL OPT 01/24 345.0 CAL   2023-07-12 2024-01-19
10. JPMORGAN CHASE & CO CLL OPT 01/24 155.0 CAL   2023-07-12 2024-01-04
1029. CVS/CAREMARK CORP   2021-03-22 2024-01-10
879. CISCO SYS INC COM   2024-01-10 2024-11-01
1841. CITIGROUP INC COM NEW   2022-09-01 2024-01-10
191. CITIGROUP INC COM NEW   2022-09-01 2024-11-01
. COGNIZANT TECHNOLOGY SOLUTIONS CL A   2022-01-01 2024-07-24
789. DUKE ENERGY CORP NEW COM NEW   2022-05-06 2024-01-10
2475. DUKE ENERGY CORP NEW COM NEW   2022-05-06 2024-04-11
159. DUKE ENERGY CORP NEW COM NEW   2022-08-25 2024-11-01
616. DUKE ENERGY CORP NEW COM NEW   2022-05-06 2024-11-01
756. ESSENTIAL UTILS INC COM   2021-02-05 2024-01-10
14. ESSENTIAL UTILS INC COM   2021-03-22 2024-01-11
48. ESSENTIAL UTILS INC COM   2021-02-05 2024-01-11
10616. ESSENTIAL UTILS INC COM   2018-01-05 2024-01-11
1999. GENERAL MLS INC COM   2022-07-18 2024-01-11
117. GENERAL MLS INC COM   2022-07-18 2024-01-11
349. GENERAL MLS INC COM   2022-07-18 2024-11-01
863. GILEAD SCIENCES INC COM   2023-11-09 2024-01-10
182. HONEYWELL INTERNATIONAL INC   2023-07-13 2024-01-10
202. INTERNATIONAL BUSINESS MACHINES   2023-10-13 2024-01-10
29. INTERNATIONAL BUSINESS MACHINES   2023-10-13 2024-11-01
78. INTERNATIONAL BUSINESS MACHINES   2022-01-07 2024-11-01
28. INVESCO QQQ TR UNIT SER 1   2023-11-16 2024-01-10
100. INVESCO QQQ TR UNIT SER 1   2024-01-11 2024-06-28
227. INVESCO QQQ TR UNIT SER 1   2024-01-11 2024-08-29
70. INVESCO QQQ TR UNIT SER 1   2023-11-16 2024-08-29
696. J.P. MORGAN CHASE & CO   2022-09-28 2024-01-03
304. J.P. MORGAN CHASE & CO   2023-11-16 2024-01-03
211. J.P. MORGAN CHASE & CO   2022-09-28 2024-01-10
321. JOHNSON & JOHNSON COM   2023-05-22 2024-01-10
382. JOHNSON & JOHNSON COM   2024-05-14 2024-08-01
499. JOHNSON & JOHNSON COM   2023-05-22 2024-08-01
584. JOHNSON & JOHNSON COM   2024-05-14 2024-11-08
276. JOHNSON & JOHNSON COM   2003-12-05 2024-11-08
1305. KENVUE INC COM   2022-04-14 2024-01-10
1721. KINDER MORGAN INC DEL COM   2022-08-25 2024-01-10
194. KINDER MORGAN INC DEL COM   2022-08-25 2024-10-21
36. LAM RESEARCH CORP COM   2020-04-03 2024-01-10
544. LAM RESEARCH CORP COM   2020-04-03 2024-03-07
9. LOCKHEED MARTIN CORPORATION   2022-05-19 2024-01-10
10. LOCKHEED MARTIN CORPORATION   2021-02-19 2024-01-10
597. LOCKHEED MARTIN CORPORATION   2021-02-19 2024-02-16
2130.535 MFS SER TR IV MID CAP GWTH R6   2021-12-10 2024-01-25
609.431 MFS SER TR IV MID CAP GWTH R6   2020-12-11 2024-01-25
60624.474 MFS SER TR IV MID CAP GWTH R6   2020-02-24 2024-01-25
18. MICROSOFT CORP COM   2010-04-08 2024-01-10
1000. MICROSOFT CORP COM   2010-04-08 2024-01-19
268. MID-AMER APT CMNTYS INC COM   2023-11-16 2024-01-10
1040. MID-AMER APT CMNTYS INC COM   2024-05-16 2024-08-19
75. MID-AMER APT CMNTYS INC COM   2024-05-16 2024-10-21
500. MID-AMER APT CMNTYS INC COM   2024-05-16 2024-11-01
947. NEWMONT MNG CORP   2022-05-06 2024-01-10
500. NEWMONT MNG CORP   2024-11-01 2024-11-08
3385. NEWMONT MNG CORP   2023-05-22 2024-11-08
262. NEWMONT MNG CORP   2022-05-06 2024-11-08
882. NEWMONT MNG CORP   2022-02-01 2024-11-08
4031. NEWMONT MNG CORP   2022-02-01 2024-11-08
105. NEXTERA ENERGY INC COM   2021-03-22 2024-01-10
408. NEXTERA ENERGY INC COM   2009-09-29 2024-01-10
779. NEXTERA ENERGY INC COM   2024-01-11 2024-10-21
500. NEXTERA ENERGY INC COM   2024-01-11 2024-11-01
363. PALANTIR TECHNOLOGIES INC CL A   2024-08-29 2024-11-01
3300. PALANTIR TECHNOLOGIES INC CL A   2024-08-29 2024-11-25
31. PEPSICO INC COM   2024-01-10 2024-07-11
51. PEPSICO INC COM   2022-07-18 2024-07-11
733. PEPSICO INC COM   2016-02-09 2024-07-11
522. PHILIP MORRIS INTL INC COM   2024-01-04 2024-01-10
276. PHILIP MORRIS INTL INC COM   2024-01-04 2024-11-01
872. SCHLUMBERGER LTD COM   2024-01-10 2024-08-19
1906. SCHLUMBERGER LTD COM   2021-06-03 2024-08-19
129. SELECT SECTOR SPDR TR SBI CONS DISCR   2023-11-16 2024-01-10
62. SERVICENOW INC COM   2023-11-16 2024-01-10
460. SERVICENOW INC COM   2023-11-16 2024-01-25
17. SERVICENOW INC COM   2023-10-05 2024-01-25
125. SERVICENOW INC COM   2023-06-22 2024-01-25
147. SERVICENOW INC COM   2023-10-05 2024-02-16
226. SERVICENOW INC COM   2023-06-22 2024-02-16
244. SOUTHERN CO COM   2024-08-19 2024-11-01
80. STRYKER CORP COM   2021-02-16 2024-01-10
1348. STRYKER CORP COM   2021-02-16 2024-05-14
183. TJX COS INC NEW COM   2018-07-13 2024-01-10
1464. TJX COS INC NEW COM   2018-07-13 2024-08-29
51. TJX COS INC NEW COM   2019-01-16 2024-11-01
340. TJX COS INC NEW COM   2018-07-13 2024-11-01
240. 3M COMPANY   2024-03-14 2024-11-01
681. TRUIST FINL CORP COM   2020-02-21 2024-06-28
4319. TRUIST FINL CORP COM   2019-03-22 2024-06-28
500. TRUIST FINL CORP COM   2019-03-22 2024-11-01
395. TWILIO INC CL A   2024-04-11 2024-11-01
2813. TYSON FOODS INC CL A   2023-11-16 2024-01-04
245. TYSON FOODS INC CL A   2021-03-22 2024-01-04
1743. TYSON FOODS INC CL A   2020-02-07 2024-01-04
3582. TYSON FOODS INC CL A   2020-01-10 2024-01-04
68. UNITED PARCEL SERVICE CLASS B   2023-11-16 2024-01-10
128. UNITED PARCEL SERVICE CLASS B   2020-05-18 2024-01-10
27. UNITED PARCEL SERVICE CLASS B   2024-01-25 2024-05-23
941. UNITED PARCEL SERVICE CLASS B   2024-01-25 2024-05-23
2556. UNITED PARCEL SERVICE CLASS B   2020-05-18 2024-05-23
500000. UNITED STATES TREAS NTS 0.25%03/15/24   2022-03-10 2024-03-15
500000. UNITED STATES TREAS NTS 0.375%09/15/24   2022-09-19 2024-09-16
7. UNITEDHEALTH GROUP INC COM   2024-01-10 2024-02-08
483. UNITEDHEALTH GROUP INC COM   2023-11-16 2024-02-08
149. UNITEDHEALTH GROUP INC COM   2023-02-14 2024-02-08
113. UNITEDHEALTH GROUP INC COM   2022-08-04 2024-02-08
7. UNITEDHEALTH GROUP INC COM   2022-08-04 2024-02-08
10019.399 VANGUARD SHORT TERM INVESTMENT GRADE FUN   2021-04-05 2024-11-01
423. VENTAS INC COM   2022-07-01 2024-01-10
738. VENTAS INC COM   2023-11-16 2024-05-16
4912. VENTAS INC COM   2022-07-01 2024-05-16
1207. VERIZON COMMUNICATIONS   2020-09-10 2024-01-10
619. VERIZON COMMUNICATIONS   2020-09-10 2024-09-19
2871. VERIZON COMMUNICATIONS   2019-10-02 2024-09-19
106. VISA INC COM CL A   2016-02-09 2024-01-10
70. VISA INC COM CL A   2016-02-09 2024-10-21
200. VISA INC COM CL A   2016-02-09 2024-11-01
1764. VORNADO RLTY TR SH BEN INT   2023-03-30 2024-01-10
9809. VORNADO RLTY TR SH BEN INT   2023-03-30 2024-04-23
720. WAL MART STORES INC COM   2024-01-10 2024-06-28
1380. WAL MART STORES INC COM   2018-09-11 2024-06-28
571. WAL MART STORES INC COM   2019-01-16 2024-07-11
1470. WAL MART STORES INC COM   2018-09-11 2024-07-11
213. ACCENTURE PLC IRELAND SHS CLASS A   2024-01-25 2024-11-01
754. MEDTRONIC PLC SHS   2023-11-09 2024-01-10
56. CHUBB LIMITED COM   2022-01-14 2024-01-10
250. CHUBB LIMITED COM   2022-01-14 2024-10-21
5. TE CONNECTIVITY LTD SHS   2021-01-07 2024-01-10
1243. TE CONNECTIVITY LTD SHS   2021-01-07 2024-05-23
408. TE CONNECTIVITY LTD SHS   2021-03-22 2024-07-11
2442. TE CONNECTIVITY LTD SHS   2021-01-07 2024-07-11
1. CAPITAL CREDITS EQUITY UNITS AGLAND CO-OP INC   2002-03-26 2024-06-13
. CAPITAL CREDITS EQUITY UNITS AGLAND CO-OP INC   2022-03-26 2024-12-02
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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    
(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 73,891   98,795 -24,904
b 68,125   90,248 -22,123
c 28,999   35,372 -6,373
d 13,925   16,568 -2,643
e 66,640   34,727 31,913
355,879   311,752 44,127
12,630   10,176 2,454
71,183   66,282 4,901
29,699   7,847 21,852
274,918   72,579 202,339
220,671   45,057 175,614
26,261   24,748 1,513
24,506   17,950 6,556
111,637   83,071 28,566
44,610   32,053 12,557
14,870   9,952 4,918
127,700   112,349 15,351
42,928   34,079 8,849
29,719   23,430 6,289
6,133   223 5,910
111,362   4,291 107,071
228,939   269,402 -40,463
26,370     26,370
7,170     7,170
81,461   75,731 5,730
48,594   44,196 4,398
97,572   89,172 8,400
12,285   9,251 3,034
48     48
78,639   87,417 -8,778
236,125   274,216 -38,091
17,946   17,569 377
69,526   68,249 1,277
29,276   36,426 -7,150
528   595 -67
1,811   2,313 -502
400,523   400,087 436
126,029   149,662 -23,633
7,376   8,760 -1,384
23,805   26,129 -2,324
72,988   64,785 8,203
36,757   37,850 -1,093
32,473   28,238 4,235
6,037   4,054 1,983
16,237   10,525 5,712
11,434   10,791 643
48,053   40,580 7,473
107,134   92,116 15,018
33,037   26,976 6,061
107,877   75,012 32,865
47,119   45,900 1,219
36,013   22,741 13,272
51,941   50,416 1,525
60,504   57,741 2,763
79,036   78,372 664
91,168   88,275 2,893
43,086   13,597 29,489
28,377   29,359 -982
30,849   33,158 -2,309
4,785   3,738 1,047
26,969   7,816 19,153
541,701   118,114 423,587
4,100   3,844 256
4,556   3,380 1,176
252,794   201,784 51,010
63,192   69,667 -6,475
18,076   17,697 379
1,798,122   1,427,458 370,664
6,896   539 6,357
344,932   29,922 315,010
35,458   32,831 2,627
159,060   143,024 16,036
11,480   10,314 1,166
74,668   68,761 5,907
36,038   68,653 -32,615
22,344   22,690 -346
151,267   147,259 4,008
11,708   18,994 -7,286
39,414   53,989 -14,575
180,135   246,744 -66,609
6,572   7,521 -949
25,539   5,628 19,911
65,310   47,549 17,761
38,748   30,519 8,229
15,188   11,306 3,882
213,051   102,781 110,270
5,084   5,183 -99
8,364   8,695 -331
120,206   72,370 47,836
49,144   50,330 -1,186
36,216   26,611 9,605
39,723   42,047 -2,324
86,826   69,545 17,281
22,710   21,388 1,322
44,320   40,458 3,862
354,435   300,169 54,266
13,099   9,221 3,878
96,314   68,277 28,037
113,515   79,734 33,781
174,520   123,445 51,075
21,581   21,159 422
24,605   19,707 4,898
436,219   332,066 104,153
17,235   8,725 8,510
171,980   69,797 102,183
5,767   2,429 3,338
38,450   16,210 22,240
30,566   20,935 9,631
26,214   37,255 -11,041
166,251   197,984 -31,733
21,424   22,920 -1,496
33,499   24,288 9,211
153,016   136,768 16,248
13,327   18,435 -5,108
94,813   140,849 -46,036
194,847   329,689 -134,842
10,916   9,953 963
20,547   12,347 8,200
3,767   4,306 -539
131,290   150,061 -18,771
356,619   246,560 110,059
500,000   500,000  
500,000   500,000  
3,641   3,767 -126
251,254   260,377 -9,123
77,509   73,532 3,977
58,782   60,416 -1,634
3,641   3,743 -102
103,300   109,512 -6,212
20,554   21,963 -1,409
35,850   33,235 2,615
238,611   255,045 -16,434
46,977   71,940 -24,963
27,014   36,894 -9,880
125,296   169,592 -44,296
28,001   7,296 20,705
20,109   4,818 15,291
58,146   13,766 44,380
49,870   26,684 23,186
262,107   148,378 113,729
48,543   38,709 9,834
93,042   44,557 48,485
39,608   18,420 21,188
101,969   47,463 54,506
73,689   79,236 -5,547
65,729   53,633 12,096
12,583   10,914 1,669
74,413   48,725 25,688
665   643 22
187,036   159,882 27,154
63,058   52,470 10,588
377,421   314,105 63,316
3,641   3,641  
7     7
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
      120,980
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       -24,904
b       -22,123
c       -6,373
d       -2,643
e       31,913
      44,127
      2,454
      4,901
      21,852
      202,339
      175,614
      1,513
      6,556
      28,566
      12,557
      4,918
      15,351
      8,849
      6,289
      5,910
      107,071
      -40,463
      26,370
      7,170
      5,730
      4,398
      8,400
      3,034
      48
      -8,778
      -38,091
      377
      1,277
      -7,150
      -67
      -502
      436
      -23,633
      -1,384
      -2,324
      8,203
      -1,093
      4,235
      1,983
      5,712
      643
      7,473
      15,018
      6,061
      32,865
      1,219
      13,272
      1,525
      2,763
      664
      2,893
      29,489
      -982
      -2,309
      1,047
      19,153
      423,587
      256
      1,176
      51,010
      -6,475
      379
      370,664
      6,357
      315,010
      2,627
      16,036
      1,166
      5,907
      -32,615
      -346
      4,008
      -7,286
      -14,575
      -66,609
      -949
      19,911
      17,761
      8,229
      3,882
      110,270
      -99
      -331
      47,836
      -1,186
      9,605
      -2,324
      17,281
      1,322
      3,862
      54,266
      3,878
      28,037
      33,781
      51,075
      422
      4,898
      104,153
      8,510
      102,183
      3,338
      22,240
      9,631
      -11,041
      -31,733
      -1,496
      9,211
      16,248
      -5,108
      -46,036
      -134,842
      963
      8,200
      -539
      -18,771
      110,059
       
       
      -126
      -9,123
      3,977
      -1,634
      -102
      -6,212
      -1,409
      2,615
      -16,434
      -24,963
      -9,880
      -44,296
      20,705
      15,291
      44,380
      23,186
      113,729
      9,834
      48,485
      21,188
      54,506
      -5,547
      12,096
      1,669
      25,688
      22
      27,154
      10,588
      63,316
       
      7
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,937,642
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 61,976
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 61,976
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 61,976
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 51,444
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 51,444
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 10,532
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 .
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 arrowNONE
14
The books are in care ofright arrowFARMERS TRUST COMPANY Telephone no.right arrow (330) 743-7000

Located atright arrow42 MCCLURG ROADYOUNGSTOWNOH ZIP+4right arrow44512
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)
 
No
(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
 
 
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
Yes
 
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
FARMERS TRUST COMPANY TRUSTEE
2 		424,564    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
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
54,088,428
b
Average of monthly cash balances.......................
1b
5,318,414
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
59,406,842
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
59,406,842
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
891,103
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
58,515,739
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,925,787
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
2,925,787
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
61,976
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
61,976
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,863,811
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,863,811
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
2,863,811
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
4,481,152
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
4,481,152
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 2,863,811
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 725,999
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,481,152
a Applied to 2023, but not more than line 2a 725,999
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..... 2,863,811
e Remaining amount distributed out of corpus 891,342
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 5 891,342
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 ...... 		891,342
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 891,342
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

LAKE ERIE COLLEGE

391 WEST WASHINGTON ST
PAINESVILLE,OH44077 		N/A 501(C)3 PUBLIC SUPPORT 725,280

BUTLER INSTITUTE OF ART

524 WICK AVE
Youngstown,OH44502 		N/A 501(C)3 PUBLIC SUPPORT 725,280

MAHONING VALLEY HISTORICAL SOCIETY

648 WICK AVENUE
YOUNGSTOWN,OH44502 		N/A 501(C)3 PUBLIC SUPPORT 725,280

FIRST PRESBYTERIAN CHURCH

140 WEST MAIN STREET
CANFIELD,OH44406 		N/A 501(C)3 PUBLIC SUPPORT 725,280

HOSPICE OF YOUNGSTOWN

5190 MARKET STREET
YOUNGSTOWN,OH44512 		N/A 501(C)3 PUBLIC SUPPORT 725,280

HENRY H STAMBAUGH AUDITORIUM

1000 FIFTH AVENUE
YOUNGSTOWN,OH445041603 		N/A 501(C)3 PUBLIC SUPPORT 725,280
Total .................................right arrow 3a 4,351,680
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 ........... 		    14 18,627  
4 Dividends and interest from securities ....     14 1,821,080  
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 2,937,642  
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) ..   4,777,349  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,777,349
(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:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,090 523   1,568

TY 2024 InvestmentsCorpBondsSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Name of Bond End of Year Book Value End of Year Fair Market Value
94,000 APPLE INC 3.200% 5/11/ 94,000 91,371
129,000 GOLDMAN SACHS 3.500% 1 128,865 126,118
252,000 BP CAPITAL MKTS 3.588% 252,024 246,204
299,000 BP CAPITAL MKTS 3.279% 299,000 288,987
154,000 MICROSOFT 2.400% 8/8/2 153,890 149,309
167,000 MICROSOFT 3.300% 2/6/2 166,748 163,500
50,000 NORTHROP GRUMMAN 3.250 50,000 47,785
250,000 EXXON MOBIL 3.043% 03/ 255,627 246,064
500,000 BK OF AMERICA 3.500% 4 517,738 492,506
500,000 HOME DEPOT SR GBL NT 6 469,863 463,699

TY 2024 InvestmentsCorpStockSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Name of Stock End of Year Book Value End of Year Fair Market Value
3,440 SHS JOHNSON & JOHNSON 169,472 497,493
4,600 SHS ALPHABET 171,378 870,780
32,154 SHS AT&T INC 614,356 732,147
3,379 SHS HONEYWELL INTL INC 672,665 763,282
17,000 SHS CISCO SYS 670,286 1,006,400
13,960 SHS VERIZON COMM 633,323 558,260
4,500 SHS APPLE INC 38,618 1,126,890
1,538 SHS MICROSOFT 46,019 648,267
7,500 SHS NEXTERA ENERGY 146,352 537,675
6,122 SHS WALMART INC 173,629 522,923
11,000 SHS CVS HEALTH CORP 712,725 493,790
4,000 SHS TJX COMPANIES 189,672 483,240
1,800 SHS VISA INC 121,564 568,872
1,000 SHS ADOBE SYSTEMS INC 242,480 444,680
30,000 SHS KINDER MORGAN INC 509,367 822,000
2,445 SHS PEPSICO INC 241,398 371,787
23,172 SHS PFIZER INC 826,904 614,753
4,237 SHS TRUIST FINL CORP 172,650 183,801
3,522 SHS EOG RESOURCES INC 382,580 431,726
11,434 SHS ESSENTIAL UTILITIES    
580 SHS LAM RESEARCH CORP    
8,383 SHS TYSON FOODS INC    
3,105 SHS CBOE GLOBAL MKTS IN 314,909 606,717
900 SHS LOCKHEED MARTIN COR 343,457 437,346
4,500 SHS MID-AMERICA APT CMN 516,581 695,565
6,039 SHS SCHLUMBERGER LTD 221,720 231,535
1,428 SHS STRYKER CORPORATION    
4,098 SHS TE CONNECTIVITY LTD    
3,578 SHS UNITED PARCEL SERVI    
162 SHS AUTOZONE 368,567 518,724
10,000 SHS CITIGROUP INC 455,285 703,900
3,459 SHS CME GROUP INC 637,816 803,284
5,000 SHS DUKE ENERGY CORP 497,481 538,700
10,737 SHS EQT CORP COM 471,391 495,083
6,000 SHS GENERAL MLS INC 427,242 382,620
5,000 SHS INTERNATIONAL BUSIN 669,014 1,099,150
2,395 SHS JPMORGAN CHASE & CO 258,122 574,105
17,120 SHS NEWMONT CORP 678,969 637,206
752 SHS UNITED HEALTH GROUP    
6,073 SHS VENTAS INC COM    
2,169 SHS CHUBB LIMITED 416,634 599,295
1.000 SHS CAP CRD EQT UNITS A    
4,000 SHS AKAMI TECH INC 373,418 382,600
2,600 SHS AMAZON COM INC 345,002 570,414
11,099 SHS GILEAD SCIENCES INC 829,566 1,025,215
20,091 SHS KENVUE INC COM 419,039 428,943
1,037 SHS SERVICENOW INC    
11,573 SHS VORNADO RLTY TR    
7,225 SHS MEDTRONIC PLC 543,446 577,133
3,370 ASHLAND INC 274,706 240,820
1,564 BIOGEN INC 269,001 239,167
3,761 DELL TECHNOLOGIES 550,690 433,418
2,168 KIMBERLY-CLARK CORP 304,247 284,095
3,475 CHENIERE ENERGY 537,299 746,673
4,000 3M COMPANY 319,498 516,360
6,700 PALANTIR TECH INC 189,239 462,501
4,000 PHILIP MORRIS INTL INC 385,669 481,400
3,100 SOUTHERN COMPANY 268,860 255,192
8,074 SOLVENTUM CORP 482,910 533,368
6,000 TWILIO INC 357,213 648,480
6,500 UBER TECHNOLOGIES 419,048 392,080
1,000 ACCENTURE PLC IRELAND 350,563 351,790

TY 2024 InvestmentsGovtObligationsSch
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
US Government Securities - End of Year Book Value:

5,745,496
US Government Securities - End of Year Fair Market Value:

5,548,599
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
204,607.879 DFA COMM STRATEGY AT COST 954,752 916,643
221,660.432 DFA GLOBAL REAL ES AT COST 2,437,467 2,238,770
208,757.078 ISHARES MSCI EAFE AT COST 2,862,805 3,183,545
96,236.687 DFA EMERG MKTS COR AT COST 2,012,490 2,240,390
126,104.989 PRINCIPAL FDS SPEC AT COST 1,215,898 1,157,644
44,923.630 VANGUARD SCTSDLE F AT COST 1,000,000 836,478
3,895.000 SECT SPDR TR SBI AT COST 614,489 873,843
1,297.000 INVESCO QQQ TR SER AT COST 561,841 663,065
96,409.947 GQG PARTNERS INTL AT COST 1,666,706 1,885,779
63,364.440 MFS SER TR IV MIDC      
302,671.214 VANGUARD ST INVT G AT COST 3,101,809 3,120,540
32,004.381 INVESCO MAIN ST SM AT COST 667,498 714,978

TY 2024 LegalFeesSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 670 335   335


TY 2024 OtherDecreasesSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Description Amount
MUTUAL FUND ADJUSTMENT 61
LT WASH SALE 101,658


TY 2024 OtherExpensesSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE OF OHIO FILING FEE 200 0   200


TY 2024 OtherIncreasesSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Description Amount
ROUNDING 6


TY 2024 TaxesSchedule
Name:
CHRISTMAN ANNE KILCAWLEY FDN XXXXXXXXX
EIN:
35-6735706
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,861 5,861   0
FEDERAL ESTIMATES - INCOME 40,908 0   0
FOREIGN TAXES ON QUALIFIED FOR 11,415 11,415   0
FOREIGN TAXES ON NONQUALIFIED 3,314 3,314   0