2024-11-12T13:27:16-06:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2023-01-01 853966979 MICHAEL AND ANDREA GROSS FAMILY FOUNDATI MICH 5133812838 1241 GIBBARD AVENUE COLUMBUS OH 43219 MICHAEL GROSS PRESIDENT 5133812838 2024-11-11 1 0 PATRICK M SEMANCIK P00058765 5132413111 2024-11-11 2023 2024-10-15 13:58:12Z X 1014779 X X 21551 21551 73062 353822 73062 4 4 94617 94617 0 0 0 3933 3933 0 885 885 0 4818 4818 0 169448 169448 174266 4818 169448 -79649 89799 15946 47497 47497 724997 613672 967282 740943 661169 1014779 0 0 X 0 0 0 0 740943 661169 740943 661169 740943 661169 740943 -79649 0 661294 125 661169 US BANK CAPITAL GAINS 31143 28137 3006 3006 US BANK CAPITAL GAINS 140781 77418 63363 63363 WELLS FARGO CAPITAL GAINS 59344 59075 269 269 WELLS FARGO CAPITAL GAINS 55370 61895 -6525 -6525 WELLS FARGO CAPITAL GAINS 67184 54235 12949 12949 73062 1248 0 1248 0 1248 0 0 2000 0 2000 64 688 688 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 0 N/A MICHAEL GROSS 5133812838 1241 GIBBARD AVE COLUMBUS OH 43219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL GROSS 1241 GIBBARD AVENUE COLUMBUS OH 43219 PRESIDENT AND DIRECTOR 0.00 0 0 0 ANDREA GROSS 1241 GIBBARD AVENUE COLUMBUS OH 43219 SECRETARY, TREASURER, AND DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 974708 47819 0 1022527 0 0 1022527 15338 1007189 50359 50359 1248 1248 49111 0 49111 0 49111 169448 0 169448 49111 0 0 169806 169806 169448 0 0 0 49111 120337 0 0 290143 0 0 0 0 0 0 0 290143 169806 120337 MICHAEL GROSS 1241 GIBBARD AVE COLUMBUS OH 43219 5137856060 HE TRUST ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2) OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE ACCEPTED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION. APPLICATION ACCEPTED AT ANY TIME. IN AWARDING GRANTS, THE TRUST GIVES PREFERENCES TO ORGANIZATIONS WITH ACTIVITIES IN THE GREATER COLUMBUS AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS. COLUMBUS CLASSICAL ACADEMY PO BOX 2 WORTHINGTON OH 43085 NONE PUBLIC CHARITY UNRESTRICTED DONATION 100000 FESTA 2300 LYTHAM ROAD COLUMBUS OH 43220 NONE PUBLIC CHARITY UNRESTRICTED DONATION 9000 HABITAT FOR HUMANITY - MIDOHIO 6665 BUSCH BOULEVARD COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED DONATION 1000 NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43205 NONE PUBLIC CHARITY UNRESTRICTED DONATION 20000 WAKE FOREST UNIVERSITY 1834 WAKE FOREST RD WINSTONSALEM NC 27109 NONE PUBLIC CHARITY UNRESTRICTED DONATION 9448 LIFETOWN 6220 E DUBLIN GRANVILLE ROAD NEW ALBANY OH 43054 NONE PUBLIC CHARITY UNRESTRICTED DONATION 5000 NAPC 5885 E DUBLIN GRANVILLE ROAD NEW ALBANY OH 43054 NONE PUBLIC CHARITY UNRESTRICTED DONATION 25000 169448 0 14 21551 14 4 18 73062 0 94617 0 94617 0 0 0 0 0 0 0 0 0 0 EQUITY AT COST 613672 967282 PRIOR PERIOD ADJUSTMENT 125 OTHER INCOME 4 4 4 INVESTMENT MANAGEMENT FEES 3933 3933 0 FOREIGN TAX PAID 885 885 0