2025-05-14T11:47:45-05:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2024-01-01 853966979 MICHAEL AND ANDREA GROSS FAMILY FOUNDATI MICH 5133812838 1 BALFOUR GREEN NEW ALBANY OH 43054 MICHAEL GROSS PRESIDENT 5133812838 2025-05-13 1 0 MARK H GAUDET CPA P00236111 5132413111 2025-05-13 2024 2025-03-06 01:10:19Z X 1111312 X X 21498 21498 -260 38601 0 21238 21498 0 0 0 3365 3365 0 3101 509 0 6466 3874 0 61643 61643 68109 3874 61643 -46871 17624 47497 10066 10066 613672 604375 1101246 661169 614441 1111312 0 0 X 0 0 0 0 661169 614441 661169 614441 661169 614441 661169 -46871 143 614441 0 614441 WELLS FARGO CAPITAL GAINS 24783 27666 -2883 -2883 WELLS FARGO CAPITAL GAINS 13818 11195 2623 2623 -260 245 0 245 0 245 1280 0 0 0 1280 0 1035 1035 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 1067647 38597 0 1106244 0 0 1106244 16594 1089650 54483 54483 245 245 54238 0 54238 0 54238 61643 0 61643 54238 0 0 169806 120337 290143 61643 0 0 0 54238 7405 0 0 297548 0 0 0 0 0 0 0 297548 169806 120337 7405 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. FESTA 2300 LYTHAM ROAD COLUMBUS OH 43220 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 HABITAT FOR HUMANITY - MIDOHIO 6665 BUSCH BOULEVARD COLUMBUS OH 43229 NONE PUBLIC CHARITY UNRESTRICTED DONATION 1000 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 10000 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 9643 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 NONE PUBLIC CHARITY UNRESTRICTED DONATION 10000 HERRITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 200024999 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 ASHEVILLE SCHOOL 360 ASHEVILLE SCHOOL RD ASHEVILLE NC 28806 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 CRISTO REY HIGH SCHOOL 400 E TOWN STREET COLUMBUS OH 43215 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 LIFEWISE ACADEMY 5375 GRACE ST HILLIARD OH 43026 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 THE LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON COUNTY VA 222012807 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 PRAYER U PO BOX 10667 TERRE HAUNTE IN 47801 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 EVANS SCHOLAR FUND 2501 PATRIOT BOULEVARD GLENVIEW IL 600268022 NONE PUBLIC CHARITY UNRESTRICTED DONATION 500 CENTER FOR CHRISTIAN VIRTUE 11177 READING RD 1 CINCINNATI OH 45241 NONE PUBLIC CHARITY UNRESTRICTED DONATION 1000 61643 0 14 21498 18 -260 0 21238 0 21238 0 0 0 0 0 0 0 0 0 0 EQUITY AT COST 604375 1101246 UNREALIZED GAIN AND LOSS 143 INVESTMENT MANAGEMENT FEES 3365 3365 0 FOREIGN TAX PAID 509 509 0 FEDERAL TAXES 2592 0 0