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
ZITA M AND JOSEPH DIYORIO FOUNDATION
 
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

34-7132206
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$689,422J 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 800 800  
4 Dividends and interest from securities... 17,842 17,842  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,690
b Gross sales price for all assets on line 6a 249,669
7 Capital gain net income (from Part IV, line 2)... 63,690
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........ 82,332 82,332  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,601 10,920   4,680
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
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
212 212   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.......... 18,103 11,655 0 6,448
25 Contributions, gifts, grants paid....... 12,000 12,000
26 Total expenses and disbursements. Add lines 24 and 25 30,103 11,655 0 18,448
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,229
b Net investment income (if negative, enter -0-) 70,677
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 12,005 35,529 35,529
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)....... 270,626 Click to see attachment
List of Attached Documents:
// Content
261,662 		364,775
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 248,682 Click to see attachment
List of Attached Documents:
// Content
285,615 		289,118
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) 531,313 582,806 689,422
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........ 531,313 582,806
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)..... 531,313 582,806
30 Total liabilities and net assets/fund balances (see instructions). 531,313 582,806
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
531,313
2
Enter amount from Part I, line 27a .....................
2
52,229
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
583,542
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
736
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
582,806
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 18. AT&T INC COM   2018-03-28 2024-10-03
b 36. AT&T INC COM   2018-03-16 2024-10-03
c 40. AT&T INC COM   2017-11-09 2024-10-03
d 3. ADOBE INC COM   2022-05-25 2024-08-28
e 11. AKAMAI TECHNOLOGIES INC COM   2023-10-13 2024-10-03
31. ALPHABET INC CAP STK CL A   2020-06-18 2024-03-15
8. ALPHABET INC CAP STK CL A   2020-06-18 2024-08-28
6. ALPHABET INC CAP STK CL A   2019-05-03 2024-08-28
6. ALPHABET INC CAP STK CL A   2019-05-03 2024-10-03
6. ALPHABET INC CAP STK CL A   2019-05-03 2024-11-13
13. AMAZON COM INC COM   2023-09-14 2024-10-03
4. AMAZON COM INC COM   2023-08-24 2024-10-03
5. AMAZON COM INC COM   2023-08-24 2024-11-13
13. APPLE INC COM   2024-05-14 2024-08-28
11. APPLE INC COM   2023-09-14 2024-08-28
12. APPLE INC COM   2021-10-14 2024-08-28
40. APPLE INC COM   2010-08-11 2024-08-28
88.003 ISHARES MSCI EAFE INDEX INSTITUTIONAL   2019-11-22 2024-10-03
22. BOEING CO COM   2024-02-16 2024-05-23
2. CBOE GLOBAL MKTS INC COM   2022-05-25 2024-08-28
12. CBOE GLOBAL MKTS INC COM   2021-03-25 2024-08-28
13. CBOE GLOBAL MKTS INC COM   2021-03-25 2024-10-03
11. CME GROUP INC COM   2024-05-14 2024-08-28
2. CME GROUP INC COM   2023-05-22 2024-08-28
23. CHENIERE ENERGY INC COM NEW   2024-03-07 2024-08-28
14. CHENIERE ENERGY INC COM NEW   2024-03-07 2024-10-03
5. CHENIERE ENERGY INC COM NEW   2024-03-07 2024-11-13
18. CISCO SYS INC COM   2023-05-18 2024-10-03
22. CISCO SYS INC COM   2023-05-18 2024-11-13
6. CITIGROUP INC COM NEW   2022-09-01 2024-11-13
1. COGNIZANT TECHNOLOGY SOLUTIONS CL A   2022-01-02 2024-07-24
383.455 DFA INTERMEDIATE TERM EXTENDED QUALITY   2020-12-23 2024-10-03
11. DELL TECHNOLOGIES INC CL C   2024-05-23 2024-11-13
33. DUKE ENERGY CORP NEW COM NEW   2022-05-06 2024-04-11
3. ESSENTIAL UTILS INC COM   2022-05-25 2024-01-11
31. ESSENTIAL UTILS INC COM   2021-02-05 2024-01-11
13. ESSENTIAL UTILS INC COM   2019-05-03 2024-01-11
13. ESSENTIAL UTILS INC COM   2018-03-28 2024-01-11
92. ESSENTIAL UTILS INC COM   2018-01-05 2024-01-11
1445.532 FEDERATED HIGH YIELD   2023-10-24 2024-05-20
24. GENERAL MLS INC COM   2022-07-18 2024-01-11
22. GENERAL MLS INC COM   2022-07-18 2024-03-28
1. GENERAL MLS INC COM   2022-05-25 2024-03-28
50. GENERAL MLS INC COM   2022-04-14 2024-03-28
11. GILEAD SCIENCES INC COM   2024-10-03 2024-11-13
8.576 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2023-12-14 2024-11-13
3.339 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2023-12-14 2024-11-13
25.092 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2022-12-14 2024-11-13
22.054 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-12-15 2024-11-13
21.537 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2021-12-15 2024-11-13
2.862 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2020-12-15 2024-11-13
5.966 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2020-12-15 2024-11-13
91.17 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS   2020-03-04 2024-11-13
4. HONEYWELL INTERNATIONAL INC   2023-07-13 2024-10-03
5. HONEYWELL INTERNATIONAL INC   2023-07-13 2024-11-13
10. INTERNATIONAL BUSINESS MACHINES   2022-07-18 2024-08-28
9. INTERNATIONAL BUSINESS MACHINES   2023-10-13 2024-10-03
2. INTERNATIONAL BUSINESS MACHINES   2022-07-18 2024-10-03
4. INVESCO QQQ TR UNIT SER 1   2024-01-11 2024-08-29
11. J.P. MORGAN CHASE & CO   2022-09-28 2024-10-03
4. J.P. MORGAN CHASE & CO   2022-09-28 2024-11-13
11. JOHNSON & JOHNSON COM   2023-05-22 2024-10-03
9. JOHNSON & JOHNSON COM   2024-05-14 2024-11-08
3. JOHNSON & JOHNSON COM   2023-05-22 2024-11-08
33. KINDER MORGAN INC DEL COM   2022-08-25 2024-11-13
27. KINDER MORGAN INC DEL COM   2022-05-25 2024-11-13
11. LAM RESEARCH CORP COM   2020-04-03 2024-03-07
4. LOCKHEED MARTIN CORPORATION   2022-05-19 2024-02-16
4. LOCKHEED MARTIN CORPORATION   2021-02-19 2024-02-16
2. LOCKHEED MARTIN CORPORATION   2024-05-23 2024-10-03
18.653 MFS SER TR IV MID CAP GWTH R6   2021-12-10 2024-01-25
4.346 MFS SER TR IV MID CAP GWTH R6   2020-12-11 2024-01-25
531.753 MFS SER TR IV MID CAP GWTH R6   2020-02-24 2024-01-25
5. MICROSOFT CORP COM   2020-01-03 2024-08-28
3. MICROSOFT CORP COM   2020-01-03 2024-10-03
1. MICROSOFT CORP COM   2019-09-12 2024-10-03
1. MICROSOFT CORP COM   2019-09-12 2024-11-13
33. NEWMONT MNG CORP   2023-01-05 2024-11-08
12. NEWMONT MNG CORP   2022-05-06 2024-11-08
20. NEWMONT MNG CORP   2022-02-01 2024-11-08
44. NEWMONT MNG CORP   2022-02-01 2024-11-08
31. NEXTERA ENERGY INC COM   2024-01-11 2024-10-03
10. PEPSICO INC COM   2022-07-18 2024-07-11
4. PHILIP MORRIS INTL INC COM   2024-10-03 2024-11-13
29. SCHLUMBERGER LTD COM   2021-06-03 2024-11-13
1. SELECT SECTOR SPDR TR SBI CONS DISCR   2021-03-08 2024-10-03
12. SELECT SECTOR SPDR TR SBI CONS DISCR   2021-02-25 2024-10-03
4. SELECT SECTOR SPDR TR SBI CONS DISCR   2021-03-08 2024-11-13
1. SERVICENOW INC COM   2023-06-22 2024-01-25
10. SERVICENOW INC COM   2021-08-06 2024-01-25
2. SERVICENOW INC COM   2023-10-05 2024-02-16
2. SERVICENOW INC COM   2023-06-22 2024-02-16
3. SERVICENOW INC COM   2022-05-25 2024-02-16
.5 SOLVENTUM CORP COM SHS   2024-03-15 2024-04-08
38. SOLVENTUM CORP COM SHS   2024-04-23 2024-10-03
5. SOLVENTUM CORP COM SHS   2024-03-15 2024-10-03
8. SOLVENTUM CORP COM SHS   2024-04-23 2024-11-13
22. STRYKER CORP COM   2021-02-16 2024-05-14
5. TJX COS INC NEW COM   2019-05-03 2024-08-28
28. TJX COS INC NEW COM   2018-02-23 2024-08-28
18. TJX COS INC NEW COM   2018-02-23 2024-08-29
19. 3M COMPANY   2024-03-15 2024-08-28
3. 3M COMPANY   2024-03-15 2024-10-03
4. 3M COMPANY   2024-02-16 2024-10-03
27. TWILIO INC CL A   2024-04-11 2024-11-13
21. TYSON FOODS INC CL A   2020-02-07 2024-01-04
38. TYSON FOODS INC CL A   2020-01-10 2024-01-04
7. UNION PAC CORP COM   2024-05-23 2024-11-14
18. UNITED PARCEL SERVICE CLASS B   2024-01-25 2024-05-23
30. UNITED PARCEL SERVICE CLASS B   2020-05-18 2024-05-23
3. UNITEDHEALTH GROUP INC COM   2023-02-14 2024-02-08
1. UNITEDHEALTH GROUP INC COM   2022-08-04 2024-02-08
60. VENTAS INC COM   2022-07-01 2024-05-16
2. VISA INC COM CL A   2020-07-02 2024-08-28
3. VISA INC COM CL A   2020-07-02 2024-10-03
3. VISA INC COM CL A   2020-07-02 2024-11-13
271. VORNADO RLTY TR SH BEN INT   2023-03-30 2024-04-23
15. WAL MART STORES INC COM   2019-05-21 2024-07-11
12. WAL MART STORES INC COM   2016-08-31 2024-07-11
16. WAL MART STORES INC COM   2016-05-11 2024-07-11
44. WAL MART STORES INC COM   2016-05-11 2024-10-03
9. WAL MART STORES INC COM   2016-01-20 2024-10-03
2. ACCENTURE PLC IRELAND SHS CLASS A   2024-01-25 2024-11-13
8. MEDTRONIC PLC SHS   2024-02-08 2024-11-13
4. MEDTRONIC PLC SHS   2023-11-09 2024-11-13
2. CHUBB LIMITED COM   2022-01-14 2024-08-28
4. CHUBB LIMITED COM   2022-01-14 2024-10-03
14. TE CONNECTIVITY LTD SHS   2021-01-07 2024-05-23
9. TE CONNECTIVITY LTD SHS   2022-05-25 2024-07-11
34. TE CONNECTIVITY LTD SHS   2021-01-07 2024-07-11
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 395   489 -94
b 791   1,024 -233
c 878   1,038 -160
d 1,686   1,216 470
e 1,106   1,187 -81
4,374   2,218 2,156
1,301   572 729
976   356 620
996   356 640
1,074   356 718
2,364   1,881 483
727   531 196
1,067   663 404
2,953   2,434 519
2,499   1,926 573
2,726   1,725 1,001
9,086   359 8,727
1,481   1,218 263
3,804   4,476 -672
418   216 202
2,508   1,201 1,307
2,751   1,301 1,450
2,354   2,300 54
428   364 64
4,188   3,556 632
2,621   2,165 456
1,052   773 279
942   860 82
1,293   1,051 242
413   291 122
1     1
3,800   4,567 -767
1,487   1,688 -201
3,148   3,656 -508
113   139 -26
1,170   1,494 -324
490   496 -6
490   438 52
3,471   3,467 4
12,634   11,926 708
1,513   1,797 -284
1,549   1,647 -98
70   69 1
3,521   3,556 -35
1,017   925 92
322   236 86
125   92 33
941   584 357
827   776 51
808   758 50
107   112 -5
224   234 -10
3,420   3,085 335
811   832 -21
1,168   1,040 128
1,983   1,401 582
1,991   1,258 733
442   280 162
1,888   1,623 265
2,253   1,186 1,067
965   431 534
1,766   1,728 38
1,405   1,360 45
468   471 -3
881   636 245
721   526 195
10,954   2,388 8,566
1,694   1,708 -14
1,694   1,352 342
1,209   935 274
553   610 -57
129   126 3
15,772   12,521 3,251
2,050   797 1,253
1,247   478 769
416   138 278
426   138 288
1,475   1,679 -204
536   870 -334
894   1,224 -330
1,966   2,693 -727
2,628   1,892 736
1,640   1,705 -65
499   472 27
1,267   1,058 209
195   157 38
2,339   1,947 392
869   629 240
771   546 225
7,705   5,928 1,777
1,544   1,085 459
1,544   1,092 452
2,317   1,372 945
34   33 1
2,543   2,407 136
335   331 4
560   507 53
7,119   5,419 1,700
597   271 326
3,341   1,081 2,260
2,115   695 1,420
2,509   1,672 837
403   264 139
538   309 229
2,655   1,660 995
1,142   1,697 -555
2,067   3,498 -1,431
1,653   1,628 25
2,511   2,870 -359
4,186   2,894 1,292
1,561   1,481 80
520   535 -15
2,915   3,115 -200
537   391 146
830   587 243
929   587 342
7,241   4,099 3,142
1,041   505 536
832   286 546
1,110   358 752
3,527   985 2,542
721   183 538
736   744 -8
701   687 14
350   285 65
556   390 166
1,153   780 373
2,107   1,801 306
1,391   1,107 284
5,255   4,373 882
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
      1,739
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       -94
b       -233
c       -160
d       470
e       -81
      2,156
      729
      620
      640
      718
      483
      196
      404
      519
      573
      1,001
      8,727
      263
      -672
      202
      1,307
      1,450
      54
      64
      632
      456
      279
      82
      242
      122
      1
      -767
      -201
      -508
      -26
      -324
      -6
      52
      4
      708
      -284
      -98
      1
      -35
      92
      86
      33
      357
      51
      50
      -5
      -10
      335
      -21
      128
      582
      733
      162
      265
      1,067
      534
      38
      45
      -3
      245
      195
      8,566
      -14
      342
      274
      -57
      3
      3,251
      1,253
      769
      278
      288
      -204
      -334
      -330
      -727
      736
      -65
      27
      209
      38
      392
      240
      225
      1,777
      459
      452
      945
      1
      136
      4
      53
      1,700
      326
      2,260
      1,420
      837
      139
      229
      995
      -555
      -1,431
      25
      -359
      1,292
      80
      -15
      -200
      146
      243
      342
      3,142
      536
      546
      752
      2,542
      538
      -8
      14
      65
      166
      373
      306
      284
      882
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 63,690
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) 1 982
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........................... 3 982
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- ..... 5 982
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 744
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.............. 7 744
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 9 238
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
 
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
FARMERS TRUST CO TRUSTEE
2 		6,601    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
JAMES L PAZOL ADVISORY COMMITTEE
1 		3,000    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
JAMES COLELLA ADVISORY COMMITTEE
1 		3,000    
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
MARALINE KUBIK ADVISORY COMMITTEE
1 		3,000    
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
647,280
b
Average of monthly cash balances.......................
1b
21,486
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
668,766
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
668,766
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,031
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
658,735
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
32,937
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
32,937
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
982
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
982
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
31,955
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
31,955
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
31,955
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
18,448
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
18,448
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 31,955
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...... 3,052
b From 2020...... 0
c From 2021...... 0
d From 2022...... 2,120
e From 2023...... 7,059
f Total of lines 3a through e ........ 12,231
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 18,448
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..... 18,448
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 12,231 12,231
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,276
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FARMERS TRUST COMPANY
42 MCCLURG ROAD
YOUNGSTOWN,OH44512
(330) 743-7000
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION STATING PURPOSE OF GRANT
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
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

Youngstown Area Jewish Federation

505 GYPSY LN
Youngstown,OH44504 		N/A 501(C)3 PUBLIC SUPPORT 5,000

SILVER LINING CANCER FUND INC

PO BOX 401
CANFIELD,OH44406 		N/A 501(C)3 PUBLIC SUPPORT 1,000

NORTHEAST OHIO ADOPTION SERVICES

5000 E MARKET STREET
WARREN,OH44484 		N/A 501(C)3 SUPPORT PROGRAM 1,500

YOUNGSTOWN STATE UNIVERSITY FOUNDATION

656 WICK AVENUE
YOUNGSTOWN,OH44502 		N/A PUBLIC UNIVERSITY SCHOLARSHIP 1,000

WARREN PHILHARMONIC
ORCHESTRA
PO BOX 8507
WARREN,OH44484 		N/A PUBLIC CHARITY SUPPORT PROGRAM 500

SMARTS

25 E BOARDMAN STREET FIRST FLOOR
YOUNGSTOWN,OH44503 		NA PUBLIC CHARITY PUBLIC SUPPORT 1,000

INSPIRING MINDS OF YOUNGSTOWN

2246 GLENWOOD AVE
YOUNGSTOWN,OH44511 		NA PUBLIC CHARITY PUBLIC SUPPORT 2,000
Total .................................right arrow 3a 12,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 800  
4 Dividends and interest from securities ....     14 17,842  
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 63,690  
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) ..   82,332  
13Total. Add line 12, columns (b), (d), and (e)..................
13
82,332
(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:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,090 523   1,568

TY 2024 InvestmentsCorpStockSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Name of Stock End of Year Book Value End of Year Fair Market Value
360 SHS AT&T INC 7,155 8,197
70 SHS APPLE COMPUTER INC 10,753 17,529
37 SHS MICROSOFT CORP 2,180 15,596
127 SHS CVS HEALTH CORP 7,729 5,701
66 SHS ALPHABET 3,239 12,494
204 SHS CISCO SYS INC 6,746 12,077
50 SHS JOHNSON & JOHNSON 3,821 7,231
34 SHS HONEYWELL INTERNL 6,745 7,680
94 SHS NEXTERA ENERGY INC 2,320 6,739
293 SHS KINDER MORGAN INC CL 5,191 8,028
31 SHS PEPSICO INC 2,972 4,714
75 SHS WALMART INC 1,526 6,776
26 SHS VISA INC 3,056 8,217
54 SHS TJX COMPANIES 2,084 6,524
189 SHS VERIZON COMMUNICATION 9,905 7,558
264 SHS PFIZER INC 8,943 7,004
19 SHS ADOBE SYSTEMS INC 4,896 8,449
47 SHS EOG RESOURCES INC 5,379 5,761
152 SHS ESSENTIAL UTILITIES I    
11 SHS LAM RESEARCH CORP    
59 SHS TYSON FOODS INC    
30 SHS UNITED PARCEL SERVICE    
90 SHS SCHLUMBERGER LTD 2,874 3,451
22 SHS STRYKER CORPORATION    
57 SHS TE CONNECTIVITY    
10 SHS LOCKHEED MARTIN CORP 3,639 4,859
60 SHS MID-AMERICA APT CMNTY 7,273 9,274
18 SHS SERVICENOW INC    
38 SHS CBOE GLOBAL MKTS INC 3,804 7,425
27 SHS CHUBB LIMITED COM 5,194 7,460
60 SHS VENTAS INC    
4 SHS UNITEDHEALTH GROUP IN    
173 SHS NEWMONT CORP 7,438 7,035
25 SHS JPMORGAN CHASE & CO C 2,694 5,993
55 SHS INTRNTNL BUS MACHS 7,376 12,091
97 SHS GENERAL MLS INC    
118 SHS EQT CORP COM 5,092 5,441
67 SHS DUKE ENERGY CORP 6,902 7,219
41 SHS CME GROUP 7,299 9,521
115 SHS CITIGROUP INC 5,303 8,095
2 SHS AUTOZONE INC 4,297 6,404
91 SHS AKAMAI TEC 7,526 7,652
38 SHS AMAZON COM 5,042 8,337
106 SHS GILEAD SCIENCES 8,224 9,791
247 SHS KENVUE INC 5,261 5,273
271 SHS VORNADO RLTY    
68 SHS MEDTRONIC PLC 4,837 5,432
41 SHS ASHLAND INC 3,342 2,930
20 SHS BIOGEN INC 3,440 3,058
59 SHS DELL TECH 8,114 6,799
33 SHS KIMBERLY-CLARK 4,650 4,324
28 SHS CHENIERE ENERGY INC 4,329 6,016
44 SHS 3M CO 3,398 5,680
133 SHS PALANTIR TECH 4,142 10,059
62 SHS OHILIP MORRIS INC 6,113 7,462
64 SHS SOUTHERN CO 5,688 5,268
82 SHS SOLVENTUM CORP 5,132 5,417
63 SHS TWILIO INC 3,696 6,809
75 SHS UBER TECH 5,384 4,524
15 SHS UNION PAC 3,489 3,421
17 SHS ACCENTURE PLC 6,030 5,980

TY 2024 InvestmentsOtherSchedule2
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
5630.631 SHS DFA COMM STRATEGY AT COST 26,033 25,225
1444.101 SHS DFA GLOBAL RE SEC AT COST 15,222 14,585
46.000 SHS SPDR CONSUMER DIS AT COST 6,964 10,320
8531.055 SHS VG SH TERM INVEST AT COST 89,543 87,955
1044.932 SHS DFA EMERGING MKTS AT COST 23,999 24,326
2049.547 SHS BLACKROCK ISHARES AT COST 28,162 31,256
12.000 SHS INVESCO QQQ TR UN AT COST 5,016 6,135
3512.131 SHS DFA INTERMEDIATE AT COST 36,509 33,365
180.596 SHS GOLDMAN SACHS LG      
554.752 SHS MFS MID CAP GROWT      
1054.565 SHS GOLDMAN SACHS TR AT COST 10,020 9,892
911.420 SHS GQG PTR INTERN OP AT COST 20,547 21,976
1445.532 SHS FED HIGH YIELD      
633.036 SHS INVESCO MAIN STRE AT COST 13,682 14,142
989.119 SHS JPMORGAN TR II JP AT COST 9,918 9,941

TY 2024 OtherDecreasesSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Description Amount
ROUNDING 8
MUTUAL FUND ADJUSTMENT 1
LT WASH SALE 727


TY 2024 OtherExpensesSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
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 TaxesSchedule
Name:
ZITA M AND JOSEPH DIYORIO FOUNDATION
EIN:
34-7132206
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 77 77   0
FOREIGN TAXES ON QUALIFIED FOR 110 110   0
FOREIGN TAXES ON NONQUALIFIED 25 25   0