Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
FLORENCE S BEECHER FDN
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1558 DEPT EA5W86
  Room/suite
City or town
COLUMBUS
State or province
OH
Country  
ZIP or foreign postal code
43216
A Employer identification number

34-6613413
B Telephone number (see instructions)

3307427021
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$10,956,125J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 224,114 224,114  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 432,609
b Gross sales price for all assets on line 6a 2,433,811
7 Capital gain net income (from Part IV, line 2)... 432,609
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)....... Click to see attachment
List of Attached Documents:
// Content
1,150    
12 Total. Add lines 1 through 11........ 657,873 656,723  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 92,290 46,145   46,145
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,285 2,285   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
950     950
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 96,775 48,430 0 48,345
25 Contributions, gifts, grants paid....... 556,000 556,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 652,775 48,430 0 604,345
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,098
b Net investment income (if negative, enter -0-) 608,293
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 29,379 48,707 48,707
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,595,913 Click to see attachment
List of Attached Documents:
// Content
5,590,445 		8,073,544
c Investments—corporate bonds (attach schedule)....... 2,835,461 Click to see attachment
List of Attached Documents:
// Content
2,827,677 		2,833,874
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,460,753 8,466,829 10,956,125
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,460,753 8,466,829
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 8,460,753 8,466,829
30 Total liabilities and net assets/fund balances (see instructions). 8,460,753 8,466,829
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
8,460,753
2
Enter amount from Part I, line 27a .....................
2
5,098
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,342
4
Add lines 1, 2, and 3 ..........................
4
8,467,193
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
364
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,466,829
Form 990-PF (2025)
Form 990-PF (2025)
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 9. ADVANCED MICRO DEVICES INC W/1   2023-11-29 2025-01-16
b 14. ALPHABET INC   2013-02-12 2025-01-16
c 13. AMAZON.COM INC   2020-08-14 2025-01-16
d 15. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2025-01-16
e 4. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2025-01-16
5. ANALOG DEVICES   2020-04-27 2025-01-16
10. APPLE COMPUTER   2010-06-10 2025-01-16
6. ATMOS ENERGY CORP   2023-07-13 2025-01-16
3. BERKSHIRE HATHAWAY INC DEL   2023-11-29 2025-01-16
22. BOSTON SCIENTIFIC CORP   2023-07-13 2025-01-16
12. BROADCOM INC   2024-03-01 2025-01-16
1. COSTCO WHOLESALE CORP   2018-11-01 2025-01-16
1. CROWDSTRIKE HLDGS INC   2024-06-18 2025-01-16
5. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-01-16
6. EOG RESOURCES INC   2022-05-23 2025-01-16
11. ELECTRONIC ARTS INC   2024-08-09 2025-01-16
9. EMERSON ELECTRIC CO   2023-02-17 2025-01-16
11. EXXON MOBIL CORP COM   2023-04-12 2025-01-16
5. FACEBOOK INC CL-A     2025-01-16
6. FISERV INC   2020-08-14 2025-01-16
9. GENERAL ELEC CO   2023-05-25 2025-01-16
34. INTEL CORP.   2024-11-22 2025-01-16
4. INTUITIVE SURGICAL INC   2023-07-13 2025-01-16
97. ISHARES S & P MIDCAP 400   2023-05-25 2025-01-16
25. ISHARES S & P SMALLCAP 600     2025-01-16
6. J P MORGAN CHASE & CO   2018-05-31 2025-01-16
1. ELI LILLY & CO   2020-04-27 2025-01-16
1. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2025-01-16
11. M & T BANK CORP   2021-08-19 2025-01-16
9. MICROSOFT CORP   2014-12-23 2025-01-16
2. NETFLIX INC   2023-02-17 2025-01-16
29. NVIDIA CORP   2020-08-14 2025-01-16
1. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-01-16
7. ORACLE CORP   2024-06-18 2025-01-16
8. PALO ALTO NETWORKS INC   2024-03-01 2025-01-16
8. PROCTER & GAMBLE CO   2020-02-18 2025-01-16
4. QUALCOMM INC   2024-08-09 2025-01-16
12. RTX CORP   2024-04-25 2025-01-16
3. ROCKWELL INTL CORP NEW   2023-02-17 2025-01-16
67. SPDR INDEX SHS FDS   2022-10-04 2025-01-16
4. SALESFORCE INC   2024-11-22 2025-01-16
1. SERVICENOW INC   2022-07-22 2025-01-16
3. SHERWIN WILLIAMS CO   2024-06-18 2025-01-16
4. STRYKER CORP   2024-03-01 2025-01-16
7. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2025-01-16
5. T-MOBILE US INC   2023-02-17 2025-01-16
1. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2025-01-16
21. US BANCORP DEL NEW   2024-03-01 2025-01-16
9. VALERO ENERGY   2013-02-12 2025-01-16
175. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-01-16
133. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-01-16
25. VERIZON COMMUNICATIONS   2024-08-09 2025-01-16
3. VISA INC   2018-05-31 2025-01-16
14. WAL-MART STORES, INC.   2023-02-17 2025-01-16
5. ZOETIS INC   2023-11-29 2025-01-16
3. ACCENTURE PLC   2011-03-23 2025-01-16
2. LINDE PLC   2023-11-29 2025-01-16
4. CHUBB LTD   2020-02-18 2025-01-16
418. ADVANCED MICRO DEVICES INC W/1     2025-02-14
156. ADVANCED MICRO DEVICES INC W/1   2023-11-29 2025-02-14
300. ALPHABET INC   2013-02-12 2025-02-14
1. APPLE COMPUTER   2010-06-10 2025-02-14
1. BOSTON SCIENTIFIC CORP   2023-07-13 2025-02-14
1. EMERSON ELECTRIC CO   2023-02-17 2025-02-14
169. INTEL CORP.   2024-11-22 2025-02-14
1. ISHARES S & P MIDCAP 400   2023-05-25 2025-02-14
1. ISHARES S & P SMALLCAP 600   2022-01-24 2025-02-14
9. LOCKHEED MARTIN (COMMON STOCK)   2024-08-12 2025-02-14
84. LOCKHEED MARTIN (COMMON STOCK)   2022-05-23 2025-02-14
136. MICROSOFT CORP   2014-12-23 2025-02-14
419. NVIDIA CORP   2020-08-14 2025-02-14
1. PROCTER & GAMBLE CO   2020-02-18 2025-02-14
2. SPDR INDEX SHS FDS   2022-10-04 2025-02-14
3. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-02-14
3. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-02-14
1601. VERIZON COMMUNICATIONS     2025-02-14
55. ZOETIS INC     2025-02-14
270. ZOETIS INC   2023-11-29 2025-02-14
75000. US TREASURY N/B 4.125% 06/15/2026   2023-07-14 2025-03-06
75000. US TREASURY N/B 1.625% 10/31/2026   2021-05-20 2025-04-09
131. AMAZON.COM INC   2020-08-14 2025-04-21
14. ARISTA NETWORKS INC   2025-02-14 2025-04-21
2. ING HLDGS INC   2025-02-14 2025-04-21
670. ISHARES S & P MIDCAP 400   2023-05-25 2025-04-21
376. ISHARES S & P SMALLCAP 600   2022-01-24 2025-04-21
76. M & T BANK CORP   2024-04-25 2025-04-21
212. M & T BANK CORP     2025-04-21
354. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-04-21
83. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-04-21
25. ACCENTURE PLC     2025-04-21
225. ACCENTURE PLC     2025-04-21
50000. ROYAL BK CDA GLOBAL MEDIUM TERM SR BK NT   2021-08-23 2025-05-14
50000. MORGAN STANLEY   2021-05-18 2025-07-11
1. ABBVIE INC   2025-02-14 2025-07-18
1. AMAZON.COM INC   2020-08-14 2025-07-18
1. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2025-07-18
1. APPLE COMPUTER   2010-06-10 2025-07-18
1. ATMOS ENERGY CORP   2023-07-13 2025-07-18
1. BOSTON SCIENTIFIC CORP   2023-07-13 2025-07-18
14. CROWDSTRIKE HLDGS INC     2025-07-18
102. CROWDSTRIKE HLDGS INC     2025-07-18
46. EOG RESOURCES INC     2025-07-18
343. EOG RESOURCES INC     2025-07-18
1. EQT CORP   2025-02-14 2025-07-18
1. INTEL CORP.   2024-11-22 2025-07-18
3. ISHARES S & P MIDCAP 400   2023-05-25 2025-07-18
1. M & T BANK CORP   2024-04-25 2025-07-18
6. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-07-18
1. ORACLE CORP   2024-06-18 2025-07-18
202. PROCTER & GAMBLE CO     2025-07-18
347. PROCTER & GAMBLE CO     2025-07-18
1. RTX CORP   2024-04-25 2025-07-18
2. SPDR INDEX SHS FDS   2022-10-04 2025-07-18
39. T-MOBILE US INC     2025-07-18
305. T-MOBILE US INC     2025-07-18
8. THERMO ELECTRON CORP W/1 RT/SH     2025-07-18
74. THERMO ELECTRON CORP W/1 RT/SH   2024-03-01 2025-07-18
67. VALERO ENERGY     2025-07-18
513. VALERO ENERGY     2025-07-18
7. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-07-18
6. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-07-18
1. WAL-MART STORES, INC.   2023-02-17 2025-07-18
1. CHUBB LTD   2020-02-18 2025-07-18
8. ABBVIE INC   2025-02-14 2025-07-23
18. ADVANCED MICRO DEVICES INC W/1   2025-07-18 2025-07-23
18. ALPHABET INC   2013-02-12 2025-07-23
26. AMAZON.COM INC   2020-08-14 2025-07-23
28. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2025-07-23
7. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2025-07-23
10. ANALOG DEVICES   2020-04-27 2025-07-23
20. APPLE COMPUTER   2010-06-10 2025-07-23
14. ARISTA NETWORKS INC   2025-02-14 2025-07-23
10. ATMOS ENERGY CORP   2023-07-13 2025-07-23
5. BERKSHIRE HATHAWAY INC DEL   2023-11-29 2025-07-23
40. BOSTON SCIENTIFIC CORP   2023-07-13 2025-07-23
22. BROADCOM INC   2024-03-01 2025-07-23
3. COSTCO WHOLESALE CORP   2018-11-01 2025-07-23
3. CROWDSTRIKE HLDGS INC   2025-04-21 2025-07-23
8. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-07-23
35. EQT CORP   2025-02-14 2025-07-23
19. ELECTRONIC ARTS INC   2024-08-09 2025-07-23
18. EMERSON ELECTRIC CO   2023-02-17 2025-07-23
20. EXXON MOBIL CORP COM   2023-04-12 2025-07-23
9. FACEBOOK INC CL-A   2024-03-01 2025-07-23
12. FISERV INC   2020-08-14 2025-07-23
17. GENERAL ELEC CO   2023-05-25 2025-07-23
5. GOLDMAN SACHS GROUP INC   2025-02-14 2025-07-23
64. INTEL CORP.   2024-11-22 2025-07-23
7. INTUITIVE SURGICAL INC   2023-07-13 2025-07-23
156. ISHARES S & P MIDCAP 400   2023-05-25 2025-07-23
36. ISHARES S & P SMALLCAP 600   2022-01-24 2025-07-23
12. J P MORGAN CHASE & CO   2018-05-31 2025-07-23
3. ELI LILLY & CO   2020-04-27 2025-07-23
11. M & T BANK CORP   2024-04-25 2025-07-23
16. MICROSOFT CORP   2014-12-23 2025-07-23
4. NETFLIX INC   2023-02-17 2025-07-23
43. NVIDIA CORP   2020-08-14 2025-07-23
31. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-07-23
13. ORACLE CORP   2024-06-18 2025-07-23
14. PALANTIR TECHNOLOGIES INC   2025-07-18 2025-07-23
17. PALO ALTO NETWORKS INC   2024-03-01 2025-07-23
8. QUALCOMM INC   2024-08-09 2025-07-23
22. RTX CORP   2024-04-25 2025-07-23
5. ROCKWELL INTL CORP NEW   2023-02-17 2025-07-23
122. SPDR INDEX SHS FDS   2022-10-04 2025-07-23
7. SALESFORCE INC   2024-11-22 2025-07-23
2. SERVICENOW INC   2022-07-22 2025-07-23
4. SHERWIN WILLIAMS CO   2024-06-18 2025-07-23
10. SNOWFLAKE INC   2025-02-14 2025-07-23
7. STRYKER CORP   2024-03-01 2025-07-23
18. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2025-07-23
10. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-07-18 2025-07-23
38. US BANCORP DEL NEW   2024-03-01 2025-07-23
5. ULTA BEAUTY INC   2025-07-18 2025-07-23
305. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-07-23
237. VANGUARD INTL EQUITY INDEX FDS   2022-10-04 2025-07-23
6. VISA INC   2018-05-31 2025-07-23
25. WAL-MART STORES, INC.   2023-02-17 2025-07-23
4. LINDE PLC   2023-11-29 2025-07-23
10. CHUBB LTD   2020-02-18 2025-07-23
1218. EQT CORP     2025-09-11
16. ELECTRONIC ARTS INC   2025-04-21 2025-09-11
676. ELECTRONIC ARTS INC     2025-09-11
248. SALESFORCE INC     2025-09-11
2. SHERWIN WILLIAMS CO   2025-04-21 2025-09-11
151. SHERWIN WILLIAMS CO     2025-09-11
4144. VANGUARD INTL EQUITY INDEX FDS     2025-09-11
50000. GOLDMAN SACHS GROUP INC   2022-07-26 2025-09-25
6. ABBVIE INC   2025-02-14 2025-10-27
12. ADVANCED MICRO DEVICES INC W/1   2025-07-18 2025-10-27
22. ALPHABET INC   2013-02-12 2025-10-27
18. AMAZON.COM INC   2020-08-14 2025-10-27
19. AMERICAN ELECTRIC POWER CO INC   2022-05-23 2025-10-27
5. AMERICAN TOWER CORP -CL A (REIT)   2024-03-01 2025-10-27
6. ANALOG DEVICES   2020-04-27 2025-10-27
13. APPLE COMPUTER   2010-06-10 2025-10-27
9. ARISTA NETWORKS INC   2025-02-14 2025-10-27
8. ATMOS ENERGY CORP   2023-07-13 2025-10-27
4. BERKSHIRE HATHAWAY INC DEL   2023-11-29 2025-10-27
28. BOSTON SCIENTIFIC CORP   2023-07-13 2025-10-27
15. BROADCOM INC   2024-03-01 2025-10-27
17. CORNING INC. ++ (FORMERLY CORNING G LASS WORKS)   2025-09-11 2025-10-27
2. COSTCO WHOLESALE CORP   2018-11-01 2025-10-27
1. CROWDSTRIKE HLDGS INC   2025-04-21 2025-10-27
5. DIGITAL REALTY TRUST (REIT)   2024-11-22 2025-10-27
13. EMERSON ELECTRIC CO   2023-02-17 2025-10-27
15. EXXON MOBIL CORP COM   2023-04-12 2025-10-27
6. FACEBOOK INC CL-A   2024-03-01 2025-10-27
8. FISERV INC   2020-08-14 2025-10-27
11. GENERAL ELEC CO   2023-05-25 2025-10-27
3. GOLDMAN SACHS GROUP INC   2025-02-14 2025-10-27
45. INTEL CORP.   2024-11-22 2025-10-27
4. INTUITIVE SURGICAL INC   2023-07-13 2025-10-27
109. ISHARES S & P MIDCAP 400   2023-05-25 2025-10-27
49. ISHARES S & P SMALLCAP 600   2022-01-24 2025-10-27
12. J P MORGAN CHASE & CO   2018-05-31 2025-10-27
2. ELI LILLY & CO   2020-04-27 2025-10-27
8. M & T BANK CORP   2024-04-25 2025-10-27
12. MICROSOFT CORP   2014-12-23 2025-10-27
3. NETFLIX INC   2023-02-17 2025-10-27
30. NVIDIA CORP   2020-08-14 2025-10-27
22. O REILLY AUTOMOTIVE INC NEW   2024-06-18 2025-10-27
10. ORACLE CORP   2024-06-18 2025-10-27
10. PALANTIR TECHNOLOGIES INC   2025-07-18 2025-10-27
11. PALO ALTO NETWORKS INC   2024-03-01 2025-10-27
5. QUALCOMM INC   2024-08-09 2025-10-27
15. RTX CORP   2024-04-25 2025-10-27
4. ROCKWELL INTL CORP NEW   2023-02-17 2025-10-27
84. SPDR INDEX SHS FDS   2022-10-04 2025-10-27
34. SCHLUMBERGER LTD.   2025-09-11 2025-10-27
2. SERVICENOW INC   2022-07-22 2025-10-27
7. SNOWFLAKE INC   2025-02-14 2025-10-27
5. STRYKER CORP   2024-03-01 2025-10-27
13. TJX COMPANIES INC W/1 RT/SH   2023-10-03 2025-10-27
6. TAIWAN SEMICONDUCTER MFG LTD ADR   2025-07-18 2025-10-27
27. US BANCORP DEL NEW   2024-03-01 2025-10-27
3. ULTA BEAUTY INC   2025-07-18 2025-10-27
236. VANGUARD TAX-MANAGED INTL FD   2022-10-04 2025-10-27
83. VANGUARD INTL EQUITY INDEX FDS   2024-07-19 2025-10-27
5. VISA INC   2018-05-31 2025-10-27
18. WAL-MART STORES, INC.   2023-02-17 2025-10-27
2. LINDE PLC   2023-11-29 2025-10-27
7. CHUBB LTD   2020-02-18 2025-10-27
50000. ANALOG DEVICES INC   2022-07-26 2025-10-30
100000. US TREASURY N/B 1.625% 10/31/2026     2025-12-15
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,072   1,125 -53
b 2,730   274 2,456
c 2,910   2,061 849
d 1,440   1,514 -74
e 744   794 -50
1,078   542 536
2,299   88 2,211
860   721 139
1,377   1,083 294
2,152   1,157 995
2,795   1,620 1,175
924   229 695
368   391 -23
896   949 -53
822   758 64
1,549   1,614 -65
1,098   771 327
1,216   1,269 -53
3,070   2,508 562
1,239   595 644
1,623   725 898
666   831 -165
2,323   1,393 930
6,239   4,685 1,554
2,934   2,694 240
1,521   645 876
761   164 597
483   433 50
2,138   1,480 658
3,842   439 3,403
1,714   692 1,022
3,915   337 3,578
1,201   1,054 147
1,128   1,005 123
1,426   1,214 212
1,277   1,005 272
654   654  
1,436   1,214 222
843   887 -44
2,854   2,682 172
1,306   1,353 -47
1,064   445 619
1,048   900 148
1,517   1,405 112
844   622 222
1,082   743 339
555   573 -18
1,006   875 131
1,232   376 856
8,459   6,755 1,704
5,782   5,081 701
953   1,014 -61
955   393 562
1,272   680 592
842   889 -47
1,056   151 905
860   829 31
1,090   654 436
47,366   77,228 -29,862
17,677   19,503 -1,826
55,605   5,873 49,732
245   9 236
106   53 53
125   86 39
3,952   4,131 -179
64   48 16
118   103 15
3,843   4,999 -1,156
35,868   36,346 -478
55,294   6,630 48,664
57,700   4,870 52,830
163   126 37
89   80 9
155   116 39
137   115 22
65,784   64,944 840
8,695   10,220 -1,525
42,686   48,025 -5,339
75,085   74,520 565
72,516   77,725 -5,209
21,723   20,771 952
936   1,508 -572
8,742   10,140 -1,398
35,591   32,357 3,234
35,184   38,728 -3,544
11,845   11,134 711
33,042   28,545 4,497
17,771   13,664 4,107
3,573   3,171 402
6,939   7,890 -951
62,454   14,002 48,452
48,509   50,005 -1,496
49,320   54,292 -4,972
191   195 -4
225   159 66
106   101 5
211   9 202
156   120 36
104   53 51
6,568   3,942 2,626
47,850   39,815 8,035
5,436   5,703 -267
40,534   43,344 -2,810
58   53 5
23   24 -1
191   145 46
196   147 49
555   422 133
248   144 104
31,358   34,240 -2,882
53,867   48,092 5,775
152   101 51
88   80 8
8,878   8,011 867
69,428   45,671 23,757
3,373   4,416 -1,043
31,198   42,379 -11,181
9,872   9,566 306
75,587   38,321 37,266
398   270 128
304   229 75
95   49 46
276   164 112
1,519   1,560 -41
2,843   2,865 -22
3,415   352 3,063
5,928   4,123 1,805
3,045   2,826 219
1,614   1,390 224
2,317   1,083 1,234
4,274   177 4,097
1,572   1,508 64
1,568   1,202 366
2,418   1,805 613
4,268   2,103 2,165
6,146   2,969 3,177
2,832   686 2,146
1,385   1,071 314
1,426   1,518 -92
1,827   1,870 -43
2,924   2,787 137
2,626   1,543 1,083
2,195   2,307 -112
6,400   4,461 1,939
1,668   1,189 479
4,463   1,370 3,093
3,546   3,307 239
1,495   1,564 -69
3,444   2,438 1,006
10,009   7,534 2,475
4,089   3,708 381
3,542   1,289 2,253
2,387   491 1,896
2,149   1,612 537
8,069   780 7,289
4,713   1,383 3,330
7,265   500 6,765
2,936   2,178 758
3,145   1,866 1,279
2,121   2,150 -29
3,373   2,580 793
1,274   1,308 -34
3,403   2,226 1,177
1,781   1,478 303
5,455   4,884 571
1,873   2,367 -494
1,916   891 1,025
1,371   1,200 171
2,121   1,860 261
2,782   2,458 324
2,279   1,601 678
2,370   2,403 -33
1,756   1,583 173
2,516   2,465 51
17,769   11,773 5,996
12,108   9,053 3,055
2,129   786 1,343
2,386   1,214 1,172
1,887   1,658 229
2,676   1,636 1,040
61,973   64,990 -3,017
2,712   2,276 436
114,572   99,154 15,418
60,997   83,451 -22,454
722   645 77
54,484   45,959 8,525
221,197   170,382 50,815
49,652   48,587 1,065
1,365   1,170 195
3,048   1,910 1,138
5,827   431 5,396
4,104   2,854 1,250
2,205   1,918 287
953   993 -40
1,441   650 791
3,465   115 3,350
1,409   969 440
1,406   961 445
1,957   1,444 513
2,831   1,472 1,359
5,379   2,025 3,354
1,514   1,299 215
1,859   457 1,402
533   357 176
891   949 -58
1,740   1,114 626
1,728   1,730 -2
4,520   2,974 1,546
1,006   793 213
3,395   887 2,508
2,378   1,984 394
1,807   1,100 707
2,169   1,393 776
7,234   5,264 1,970
5,960   5,047 913
3,624   1,289 2,335
1,629   327 1,302
1,466   1,172 294
6,386   585 5,801
3,264   1,037 2,227
5,728   349 5,379
2,112   1,546 566
2,815   1,435 1,380
1,916   1,536 380
2,426   1,670 756
886   817 69
2,675   1,518 1,157
1,445   1,182 263
3,877   3,363 514
1,226   1,235 -9
1,884   891 993
1,862   1,302 560
1,906   1,756 150
1,854   1,156 698
1,778   1,442 336
1,298   1,125 173
1,584   1,479 105
14,516   9,110 5,406
4,602   3,665 937
1,740   655 1,085
1,905   874 1,031
896   829 67
1,968   1,145 823
49,700   50,161 -461
98,344   103,902 -5,558
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      290
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      290
      290
      290
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      290
      290
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      290
      290
      290
      290
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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       -53
b       2,456
c       849
d       -74
e       -50
      536
      2,211
      139
      294
      995
      1,175
      695
      -23
      -53
      64
      -65
      327
      -53
      562
      644
      898
      -165
      930
      1,554
      240
      876
      597
      50
      658
      3,403
      1,022
      3,578
      147
      123
      212
      272
       
      222
      -44
      172
      -47
      619
      148
      112
      222
      339
      -18
      131
      856
      1,704
      701
      -61
      562
      592
      -47
      905
      31
      436
      -29,862
      -1,826
      49,732
      236
      53
      39
      -179
      16
      15
      -1,156
      -478
      48,664
      52,830
      37
      9
      39
      22
      840
      -1,525
      -5,339
      565
      -5,209
      952
      -572
      -1,398
      3,234
      -3,544
      711
      4,497
      4,107
      402
      -951
      48,452
      -1,496
      -4,972
      -4
      66
      5
      202
      36
      51
      2,626
      8,035
      -267
      -2,810
      5
      -1
      46
      49
      133
      104
      -2,882
      5,775
      51
      8
      867
      23,757
      -1,043
      -11,181
      306
      37,266
      128
      75
      46
      112
      -41
      -22
      3,063
      1,805
      219
      224
      1,234
      4,097
      64
      366
      613
      2,165
      3,177
      2,146
      314
      -92
      -43
      137
      1,083
      -112
      1,939
      479
      3,093
      239
      -69
      1,006
      2,475
      381
      2,253
      1,896
      537
      7,289
      3,330
      6,765
      758
      1,279
      -29
      793
      -34
      1,177
      303
      571
      -494
      1,025
      171
      261
      324
      678
      -33
      173
      51
      5,996
      3,055
      1,343
      1,172
      229
      1,040
      -3,017
      436
      15,418
      -22,454
      77
      8,525
      50,815
      1,065
      195
      1,138
      5,396
      1,250
      287
      -40
      791
      3,350
      440
      445
      513
      1,359
      3,354
      215
      1,402
      176
      -58
      626
      -2
      1,546
      213
      2,508
      394
      707
      776
      1,970
      913
      2,335
      1,302
      294
      5,801
      2,227
      5,379
      566
      1,380
      380
      756
      69
      1,157
      263
      514
      -9
      993
      560
      150
      698
      336
      173
      105
      5,406
      937
      1,085
      1,031
      67
      823
      -461
      -5,558
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 432,609
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 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 8,455
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 8,455
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 8,455
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 15,336
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 15,336
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 6,881
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax6,881 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofHUNTINGTON NATIONAL BANK Telephone no. (330) 742-7021

Located atPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+443216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
1 		92,290    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
10,505,557
b
Average of monthly cash balances.......................
1b
137,673
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,643,230
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
10,643,230
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
159,648
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,483,582
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
524,179
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
524,179
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,455
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,455
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
515,724
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
515,724
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
515,724
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, line 26, column (d) ..........
1a
604,345
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
604,345
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 515,724
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 425,398
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 604,345
a Applied to 2024, but not more than line 2a 425,398
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 2025 distributable amount..... 178,947
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		336,777
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

CAMPAIGN LEGAL CENTER INC

1101 14TH ST NW STE 400
WASHINGTON,DC200055624 		NONE   GENERAL OPERATING 25,000

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 20,000

MILL VALLEY PHILHARMONIC

775 E BLITHEDALE AVE - NO 157
MILL VALLEY,CA949411554 		NONE   GENERAL OPERATING 15,000

YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORP

820 CANFIELD RD
YOUNGSTOWN,OH445112345 		NONE   GENERAL OPERATING 20,500

YOUNGSTOWN SYMPHONY

260 W FEDERAL ST
YOUNGSTOWN,OH445031206 		NONE   GENERAL OPERATING 25,000

CHILDRENS HOSPITAL MEDICAL CENTER OF AKR

1 PERKINS SQ
AKRON,OH443081063 		NONE   GENERAL OPERATING 62,000

BUTLER INSTITUTE OF AMERICAN ART

524 WICK AVE
YOUNGSTOWN,OH445021213 		NONE   GENERAL OPERATING 75,000

MAHONING VALLEY HISTORICAL SOCIETY

648 WICK AVE
YOUNGSTOWN,OH445021215 		NONE   GENERAL OPERATING 25,000

COLEMAN HEALTH SERVICES

5982 RHODES RD
KENT,OH44240 		NONE   GENERAL OPERATING 60,000

SECOND HARVEST FOOD BANK

2805 SALT SPRINGS RD
YOUNGSTOWN,OH44509 		NONE   GENERAL OPERATING 50,000

BEATITUDE HOUSE

238 TOD LN
YOUNGSTOWN,OH44504 		NONE   GENERAL OPERATING 50,000

YOUNGSTOWN CITYSCAPE INC

PO BOX 75
YOUNGSTOWN,OH44501 		NONE   GENERAL OPERATING 2,000

OAK HILL COLLABORATIVE INC

507 OAK HILL AVE
YOUNGSTOWN,OH44502 		NONE   GENERAL OPERATING 10,000

ACTBLUE CHARITIES INC

ONE BOSTON PLACE 2603
BOSTON,MA021084407 		NONE   GENERAL OPERATING 25,000

GOODWILL

15810 INDIANOLA DR
ROCKVILLE,MD208552674 		NONE   GENERAL OPERATING 5,000

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		NONE   GENERAL OPERATING 10,000

YWCA

1020 19TH ST NW
WASHINGTON,DC20036 		NONE   GENERAL OPERATING 20,000

PANORAMA GLOBAL

2101 4TH AVE STE 2100
SEATTLE,WA98121 		NONE   GENERAL OPERATING 25,000

THE EXPANSION PROJECT

1652 W TEXAS ST
FAIRFIELD,CA945336066 		NONE   GENERAL OPERATING 25,000

PTA CA CONGRESS OF PARENTS TEACHERS
& STUDENTS INC (TAMALPAIS HIGH PTSA)
700 MILLER AVE
MILL VALLEY,CA949412926 		NONE   GENERAL OPERATING 1,500

WYSU

1 UNIVERSITY PLAZA
YOUNGSTOWN,OH44555 		NONE   GENERAL OPERATING 5,000
Total ................................. 3a 556,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 224,114  
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 ............ 		    18 432,609  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,150  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   657,873  
13Total. Add line 12, columns (b), (d), and (e)..................
13
657,873
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsCorpBondsSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Name of Bond End of Year Book Value End of Year Fair Market Value
49271VAJ9 KEURIG DR PEPPER INC 53,176 47,519
61761J3R8 MORGAN STANLEY    
70450YAE3 PAYPAL HLDGS INC 52,782 47,882
91282CBL4 US TREASURY N/B 1.12 92,740 88,070
09247XAQ4 BLACKROCK INC 51,595 46,728
291011BL7 EMERSON ELEC CO 50,901 48,332
912828YQ7 US TREASURY N/B 1.62 94,199 98,406
23338VAN6 DTE ELEC CO 50,662 47,901
91282CCH2 US TREASURY N/B 1.25 186,814 189,297
808513BS3 SCHWAB CHARLES CORP 50,171 45,207
78016EZQ3 ROYAL BK CDA GLOBAL    
9128284N7 US TREASURY N/B 2.87 150,593 147,861
9128286T2 US TREASURY N/B 2.37 53,236 48,094
91324PCW0 UNITEDHEALTH GROUP I 74,936 74,620
38141GZK3 GOLDMAN SACHS GROUP 48,155 49,237
20030NBY6 COMCAST CORP NEW 74,109 74,564
57636QAU8 MASTERCARD INC 22,486 22,252
38145GAH3 GOLDMAN SACHS GROUP    
89115A2E1 TORONTO DOMINION BK 75,900 74,676
17252MAN0 CINTAS CORP NO 2 75,255 74,797
032654AN5 ANALOG DEVICES INC    
053332AZ5 AUTOZONE INC 46,051 49,362
06368LGV2 BANK MONTREAL QUE 74,927 76,889
29736RAS9 ESTEE LAUDER COS INC 49,606 50,418
30303M8M7 META PLATFORMS INC 49,657 51,372
369550BP2 GENERAL DYNAMICS COR 79,709 90,841
91282CEV9 US TREASURY N/B 3.25 48,469 49,438
91282CGM7 US TREASURY N/B 3.5% 97,555 97,254
91282CGQ8 US TREASURY N/B 4% 0 103,391 101,305
91282CHH7 US TREASURY N/B 4.12    
91282CHR5 US TREASURY N/B 4% 0 146,900 151,945
24422EXH7 DEERE JOHN CAP CORP 99,892 101,429
91282CFV8 US TREASURY N/B 4.12 198,371 202,438
91282CKC4 US TREASURY N/B 4.25 49,371 51,172
961214FT5 WESTPAC BKG CORP 74,660 77,512
03076CAL0 AMERIPRISE FINL INC 48,767 50,365
11135FAS0 BROADCOM INC 49,613 49,326
760759BK5 REPUBLIC SVCS INC 50,612 51,745
91282CKN0 US TREASURY N/B 4.62 76,913 78,111
91282CLW9 US TREASURY N/B 4.25 74,165 75,888
91282CNC1 US TREASURY N/B 4.25 100,840 100,965
91282CNG2 US TREASURY N/B 4% 0 50,498 50,656

TY 2025 InvestmentsCorpStockSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Name of Stock End of Year Book Value End of Year Fair Market Value
543916688 LORD ABBETT INVT TR 336,195 311,381
337738108 FISERV INC 66,118 27,741
67066G104 NVIDIA CORP 39,721 276,953
91913Y100 VALERO ENERGY CORP N    
92826C839 VISA INC 31,704 76,104
02079K305 ALPHABET INC 142,139 340,231
46625H100 JPMORGAN CHASE & CO 130,661 191,721
742718109 PROCTER & GAMBLE CO    
22160K105 COSTCO WHOLESALE COR 53,641 100,031
032654105 ANALOG DEVICES INC 39,340 88,954
921937702 VANGUARD BD INDEX FD 257,668 254,712
46120E602 INTUITIVE SURGICAL I 81,011 121,201
594918104 MICROSOFT CORP 101,911 271,794
007903107 ADVANCED MICRO DEVIC 97,419 131,066
023135106 AMAZON COM INC 167,668 206,584
773903109 ROCKWELL AUTOMATION 57,911 78,203
G1151C101 ACCENTURE PLC-CL A    
H1467J104 CHUBB LTD 70,395 108,618
532457108 LILLY ELI & CO 29,390 111,767
037833100 APPLE INC 23,032 188,127
55261F104 M&T BK CORP 68,144 77,973
464287804 ISHARES TR 274,847 294,681
78463X749 SPDR INDEX SHS FDS 170,717 190,029
922042858 VANGUARD INTL EQUITY 184,203 224,556
921943858 VANGUARD TAX-MANAGED 520,177 735,897
26875P101 EOG RES INC    
81762P102 SERVICENOW INC 45,109 70,467
025537101 AMERICAN ELEC PWR CO 88,668 110,467
539830109 LOCKHEED MARTIN CORP    
049560105 ATMOS ENERGY CORP 43,626 62,023
084670702 BERKSHIRE HATHAWAY I 82,409 101,033
101137107 BOSTON SCIENTIFIC CO 85,720 132,823
291011104 EMERSON ELEC CO 55,797 82,021
30231G102 EXXON MOBIL CORP 76,465 84,599
369604301 GENERAL ELEC CO 54,845 171,573
464287507 ISHARES TR 286,996 358,182
64110L106 NETFLIX INC 50,185 119,075
79466L302 SALESFORCE.COM INC    
872540109 TJX COS INC NEW 64,092 97,082
872590104 T-MOBILE US INC    
931142103 WAL MART STORES INC 45,037 97,261
98978V103 ZOETIS INC    
G54950103 LINDE PLC 55,595 56,710
03027X100 AMERICAN TOWER CORP 51,334 44,770
11135F101 BROADCOM INC 102,733 259,921
22788C105 CROWDSTRIKE HLDGS IN 31,046 40,782
253868103 DIGITAL RLTY TR INC 50,475 41,308
285512109 ELECTRONIC ARTS INC    
30303M102 FACEBOOK INC CL-A 145,090 196,047
458140100 INTEL CORP 52,925 81,807
67103H107 O REILLY AUTOMOTIVE 77,970 99,966
68389X105 ORACLE CORP 67,320 92,387
697435105 PALO ALTO NETWORKS I 85,321 102,599
747525103 QUALCOMM INC 44,609 46,868
75513E101 RTX CORP 78,726 139,934
824348106 SHERWIN WILLIAMS CO    
863667101 STRYKER CORP 88,976 89,625
883556102 THERMO FISHER SCIENT    
902973304 US BANCORP DEL 61,456 70,062
92343V104 VERIZON COMMUNICATIO    
00287Y109 ABBVIE INC 55,363 65,120
040413205 ARISTA NETWORKS INC 49,766 60,536
09857L108 ING HLDGS INC 35,489 37,487
219350105 CORNING INC 64,505 73,901
38141G104 GOLDMAN SACHS GROUP 107,475 149,430
69608A108 PALANTIR TECHNOLOGIE 74,321 86,031
806857108 SLB LTD 61,018 64,478
833445109 SNOWFLAKE INC 64,128 77,215
874039100 TAIWAN SEMICONDUCTOR 80,496 101,803
90384S303 ULTA BEAUTY INC 81,347 99,827

TY 2025 OtherDecreasesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Amount
CY PURCHASE OF ACCRUED INTEREST 364


TY 2025 OtherExpensesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 750 0   750
STATE FILING/TAX PAYMENT 200 0   200


TY 2025 OtherIncomeSchedule2
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,150 0  


TY 2025 OtherIncreasesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Description Amount
MUTUAL FUND TIMING ADJ 632
PY PURCHASE OF ACCRUED INTEREST 710


TY 2025 TaxesSchedule
Name:
FLORENCE S BEECHER FDN
EIN:
34-6613413
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,269 1,269   0
FOREIGN TAXES ON NONQUALIFIED 1,016 1,016   0