2023-05-09T15:42:24-04:00 2022-12-31 314333125 VORYS SATER SEYMOUR AND PEASE LLP 52 E GAY ST COLUMBUS OH 43215 990PF 2022-01-01 316032172 GRADISON FOUNDATION GRAD 7038932620 301 E FOURTH STREET RM/STE 3500 CINCINNATI OH 45202 WILLIS D GRADISON JR PRES. & TREAS. 7038932620 2023-05-04 true WILLIS D GRADISON JR 999009999 false SHELLEY D SEAVOLT CPA P01062232 6144646400 2023-05-09 2022 2023-04-26 12:10:37Z X 1101454 X X 810 810 23459 23459 74826 449633 74826 99095 99095 8818 8818 11867 11867 1327 581 381 22593 11867 9199 99125 99125 121718 11867 108324 -22623 87228 39567 66780 66780 219177 233197 505897 527026 463170 528777 785770 763147 1101454 0 X 785770 763147 785770 763147 785770 763147 785770 -22623 763147 763147 SEE ATTACHED BAIRD SHORT TERM P 31400 37703 -6303 -6303 SEE ATTACHED BAIRD LONG TERM P 415728 337104 78624 78624 74826 1212 1212 1212 1100 1100 112 false false false false false false false true true OH true false false false false true N/A DAVID A GROENKE 5137234000 SUITE 3500 301 EAST FOURTH STREET CINCINNATI OH 45202 false false false false false false false false false false false false false false false false false false false false WILLIS D GRADISON JR 6900 FLEETWOOD ROAD 417 MCLEAN VA 221013692 PRES. & TREA 0.10 0 0 0 JOAN GRADISON COE 490 PLEASANT STREET BELMONT MA 02478 VICE PRES. 0.10 0 0 0 MARGARET GRADISON C/O 301 EAST FOURTH STREET SUITE 3500 CINCINNATI OH 45202 V.P. AND SEC 0.10 0 0 0 WENDY GRADISON C/O 301 EAST FOURTH STREET SUITE 3500 CINCINNATI OH 45202 VICE PRES. 0.10 0 0 0 ROBIN GRADISON 1726 N WAYNE STREET ARLINGTON VA 22201 VICE PRES. 0.10 0 0 0 BETH LYON 423 BROOKHURST AVENUE NARBERTH PA 19072 VICE PRES. 0.10 0 0 0 CARI GRADISON 6900 FLEETWOOD ROAD 417 MCLEAN VA 221013692 VICE PRES. 0.10 0 0 0 NONE NONE N/A 1110790 66541 0 1177331 1177331 17660 1159671 57984 57984 1212 1212 56772 56772 56772 108324 108324 56772 79949 44415 67757 53719 26366 272206 108324 56772 51552 323758 0 79949 243809 44415 67757 53719 26366 51552 WILLIS D GRADISON JR 6900 FLEETWOOD ROAD 417 MCLEAN VA 22101 7038932620 NONE NONE NONE 55 NORTH 2800 ERIE AVE CINCINNATI OH 43208 NONE 501(C)(3) SOCIAL SERVICES 500 ACTIVE MINDS 2001 S STREET NW WASHINGTON DC 20009 NONE 501(C)(3) EDUCATION 50 AMERICAN HEART ASSOCIATION PO BOX 78851 PHOENIX AZ 850628851 NONE 501(C)(3) HEALTH CARE 100 APPALACHIAN MOUNTAIN CLUB 10 CITY SQUARE SUITE 2 BOSTON MA 02129 NONE 501(C)(3) CONSERVATION 500 APPALACHIAN TRAIL CONSERVANCY 160 ZILLICOA ST A ASHVILLE NC 28801 NONE 501(C)(3) CONSERVATION 500 ARLINGTON FOOD ASSISTANCE CENTER 2708 S NELSON STREET ARLINGTON VA 22207 NONE 501(C)(3) NUTRITION 1000 ASHVILLE CHAMBER MUSIC SERIES PO BOX 1003 ASHEVILLE NC 28802 NONE 501(C)(3) ARTS 250 BRIDGES TO INDEPENDENCE 3103 9TH ROAD NORTH SUITE 2125 ARLINGTON VA 22201 NONE 501(C)(3) SOCIAL SERVICES 1000 CORVALLIS DAYTIME DROP-IN CENTER 316 SW WASHINGTON AVE CORVALLIS OR 97333 NONE 501(C)(3) SOCIAL SERVICES 1500 FAIRFAX LIBRARY FOUNDATION 12000 GOVERNMENT CTR PKWY FAIRFAX VA 22035 NONE 501(C)(3) EDUCATIONAL - GENERAL OPERATIONS 100 FRIENDS OF THE SMOKIES PO BOX 1660 KODAK TN 377647660 NONE 501(C)(3) ENVIRONMENT 500 GEORGE WASHINGTON UNIV LAW SCHOOL 2000 H STREET NW WASHINGTON DC 20007 NONE 501(C)(3) EDUCATION 500 GEORGETOWN DAY SCHOOL 4530 MACARTHUR BLVD NW WASHINGTON DC 20007 NONE 501(C)(3) EDUCATION 500 GREATER DC DIAPER BANK 1532 A ST NE WASHINGTON DC 20002 NONE 501(C)(3) SOCIAL SERVICES 2000 HART PO BOX 1024 WAYNESVILLE NC 28786 NONE 501(C)(3) ARTS 3500 HAYWOOD COUNTY RESUE SQUAD PO BOX 1275 CANTON NC 28716 NONE 501(C)(3) HEALTH CARE 100 HAYWOOD SPRAY & NEUTER PO BOX 992 WAYNESVILLE NC 28786 NONE 501(C)(3) ANIMAL WELFARE 1200 HEALTHCARE CONNECTION 1401 STEFFAN AVE CINCINNATI OH 45215 NONE 501(C)(3) HEALTH CARE 1000 HEARING SPEECH DEAF CENTER 2825 BURNET AVENUE CINCINNATI OH 45219 NONE 501(C)(3) HEALTHCARE 200 JEWISH COUNCIL FOR THE AGING 11820 PARKLAWN DRIVE SUITE 200 ROCKVILLE MD 20852 NONE 501(C)(3) SOCIAL SERVICES 250 JEWISH FEDERATION OF CINC 8499 RIDGE AVENUE CINCINNATI OH 452690865 NONE 501(C)(3) RELIGIOUS - GENERAL OPERATIONS 2000 JEWISH FEDERATION OF GR WASHINGTON 1720 I STREET NW WASHINGTON DC 20006 NONE 501(C)(3) RELIGIOUS - GENERAL OPERATIONS 2000 JUILLIARD SCHOOL 60 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE 501(C)(3) EDUCATIONAL 5000 KELLY CAROL FOUNDATION FOR CHILDREN WITH CANCER 301 EAST FOURTH STREET SUITE 3500 CINCINNATI OH 45202 NONE 501(C)(3) ASSISTANCE TO FAMILIES 500 KID'S GARDENING 132 INTERVALE BURLINGTON VT 05401 NONE 501(C)(3) SUSTAINABILITY 1500 LEAF 377 LAKE EDEN RD BLACK MOUNTAIN NC 28711 NONE 501(C)(3) EDUCATION 10000 LIONHEART FOUNDATION PO BOX 194 BOSTON MA 02117 NONE 501(C)(3) NUTRITION 1000 MARBLES KIDS MUSEUM 201 EAST HARGETT ST RALEIGH NC 27601 NONE 501(C)(3) EDUCATION 250 METROPOLITAN CLUB PRESERVATION FOUNDATION 1700 H STREET NW WASHINGTON DC 20006 NONE 501(C)(3) HISTORICAL 500 MOUNTAIN PROJECTS 2251 OLD BALSAM ROAD WAYNESVILLE NC 28786 NONE 501(C)(3) SOCIAL SERVICES 10000 NAT'L ACADEMY OF SOCIAL INSURANCE 1776 MASSACHUSETTS AVE NW SUITE 400 WASHINGTON DC 20036 NONE 501(C)(3) PUBLIC POLICY 775 PAGE ONE OF PAGE COUNTY 42 WEST MAIN ST LURAY VA 22835 NONE 501(C)(3) SOCIAL SERVICES 3500 PARKMONT SCHOOL 4842 SIXTEENTH ST NW WASHINGTON DC 20011 NONE 501(C)(3) EDUCATIONAL - GENERAL OPERATIONS 3000 PATHWAYS TO HOUSING DC 101 Q STREET NE SUITE G WASHINGTON DC 20077 NONE 501(C)(3) HOUSING 1000 PLANNED PARENTHOOD OF THE SOUTH ATLANTIC PO BOX 3258 CHAPEL HILL NC 27515 NONE 501(C)(3) HEALTH CARE 5000 PRS INC 1761 OLD MEADOW ROAD MCLEAN VA 22102 NONE 501(C)(3) SOCIAL SERVICES 3000 RALPH LOWELL SOCIETY WGBH PO BOX 55875 BOSTON MA 022058264 NONE 501(C)(3) CULTURAL 1500 SENIOR DOG RESCUE OF OREGON 2397 NW KINGS BLVD SUITE 130 CORVALLIS OR 97330 NONE 501(C)(3) ANIMAL WELFARE 500 SIERRA CLUB FOUNDATION 2101 WEBSTER ST OAKLAND CA 94612 NONE 501(C)(3) ENVIRONMENT 500 SLIFKA CENTER FOR JEWISH LIFE 80 WALL STREET NEW HAVEN CT 06511 NONE 501(C)(3) RELIGIOUS 500 ST JOSEPH'S INDIAN SCHOOL 1301 NORTH MAIN STREET CHAMBERLIN SD 57326 NONE 501(C)(3) EDUCATIONAL - GENERAL OPERATIONS 1000 STONE SOUP COVALLIS PO BOX 2381 COVALLIS OR 97339 NONE 501(C)(3) NUTRITION 1000 TULANE UNIVERSITY PO BOX 61075 NEW ORLEANS LA 701619986 NONE 501(C)(3) SCHOOL OF BUSINESS 500 US ASSOC OF FORMER MEMBERS CONGRESS 1401 STREET NW WASHINGTON DC 20005 NONE 501(C)(3) EDUCATION 250 VINA MOSES CENTER 968 NW GARFIELD ST CORVALLIS OR 97330 NONE 501(C)(3) SOCIAL WELFARE 2000 WALNUT HILLS HS ALUMNI ASS'N 3250 VICTORY PARKWAY CINCINNATI OH 45207 NONE 501(C)(3) ALUMNI FUND 2500 WESTERN CONNECTICUT CHARLES IVES MU PO BOX 964 RIDGEFIELD CT 06879 NONE 501(C)(3) ARTS 1000 WILLIAMS COLLEGE 75 PARK STREET WILIAMSTOWN MA 01267 NONE 501(C)(3) EDUCATIONAL 300 BOMB TECHS WITHOUT BORDERS 7933 27TH ST SW SEATTLE WA 981263513 NONE 501(C)(3) VIOLENCE PREVENTION 100 CAMPBELL MEMORIAL PRESBYTERIAN CHUR 1130 HARDY RD VINTON VA 24179 NONE 501(C)(3) RELIGIOUS 250 CINCINNATI MUSEUM CENTER 1301 WESTERN AVE SUITE 2253 CINCINNATI OH 45203 NONE 501(C)(3) ARTS 500 COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN NY 11213 NONE 501(C)(3) SOCIAL SERVICES 1000 CONGRESSIONAL CEMETERY 1801 E STREET SE WASHINGTON DC 20003 NONE 501(C)(3) CONSERVATION 100 FIORE MONTESSORI SCHOOL 1629 BEULAH RD VIENNA VA 22182 NONE 501(C)(3) EDUCATION 2000 FOOD & FRIENDS 219 RIGGS RD NE WASHINGTON DC 20022 NONE 501(C)(3) NUTRITION 250 FRIENDS OF HARRIET BEECHER STOWE HOUSE 2950 GILBERT AVE CINCINNATI OH 45206 NONE 501(C)(3) EDUCATION 1000 HOSEA HOUSE PO BOX 1516 MANTEO NC 27954 NONE 501(C)(3) SOCIAL SERVICES 250 HUMANE SOCIETY OF FAIRFAX COUNTY 4057 CHAIN BRIDGE RD FAIRFAX VA 220304103 NONE 501(C)(3) ANIMAL WELFARE 50 MONTGOMERY & PRINCE GEORGES HOSPICE 1355 PICCARD DR SUITE 100 ROCKVILLE MD 20850 NONE 501(C)(3) HEALTH CARE 100 OPERA LAFAYETTE 10 FOURTH ST NE WASHINGTON DC 20002 NONE 501(C)(3) CULTURAL 5000 PARTNERSHIP FOR APPLACHIAN GIRLS' EDUCATION 177 BAILEYS BRANCH RD OFFICE 10 MARSHALL NC 28753 NONE 501(C)(3) EDUCATIONAL 6500 PLAYHOUSE IN THE PARK 962 MOUNT ADAMS CIRCLE CINCINNATI OH 45202 NONE 501(C)(3) ARTS 500 REACH OF HAYWOOD COUNTY PO BOX 206 WAYNESVILLE NC 28786 NONE 501(C)(3) SOCIAL SERVICES 500 RONALD MCDONALD HOUSE OF DURHAM AND WAKE 506 ALEXANDER AVE DURHAM NC 27705 NONE 501(C)(3) HEALTH CARE 250 SETTLEMENT MUSIC SCHOOL PO BOX 63966 PHILADELPHIA PA 19147 NONE 501(C)(3) ARTS 1500 SOME PO BOX 1749 GOLDENROD FL 327331749 NONE 501(C)(3) NUTRITION 100 TOGETHER WOMEN RISE 400 EXECUTIVE CENTER DR SUITE 315 GREENVILLE SC 29615 NONE 501(C)(3) WOMEN AND CHILDREN 200 US UKRAINE FOUNDATION 6312 SEVEN CORNERS CTR SUITE 361 FALLS CHURCH VA 220442409 NONE 501(C)(3) REFUGEE SUPPORT 1000 WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS 1645 WOLF TRAP RD VIENNA VA 22182 NONE 501(C)(3) ARTS 650 XERCES SOCIETY FOR INVERTIBRATE CONSERVATION 628 NORTHEAST BROADWAY SUITE 200 PORTLAND OR 97232 NONE 501(C)(3) CONSERVATION 1500 99125 14 810 14 23459 14 2505 72321 26774 72321 99095 false false false false false false false false false false ABBOTT LABORATORIES, 189 SHARES 4810 20750 ABBVIE, 149 SHARES 4112 24080 AMERICAN TOWER CORP, 43 SHARES 11449 9110 APPLE, INC., 248 SHARES 4905 32223 BLACKROCK INC, 20 SHARES 8497 14173 CELANESE CORP, 57 SHARES 5620 5828 CHEVRON CORP, 118 SHARES 5074 21180 COSTCO WHOLESALE, 53 SHS 7337 24194 DIAGEO PLC, 546 SHARES 8668 8197 EOG RESOURCES INC, 74 SHARES 8773 9584 ECOLAB, 82 SHARES 4045 11936 HONEYWELL INTL INC, 51 SHARES INTL BUSINESS MACHINES, 40 SHARES 5509 5635 JOHNSON & JOHNSON, 92 SHARES 4122 16252 JP MORGAN CHASE & CO., 137 SHARES 11901 18372 KEYCORP NEW 322 SHARES 81 5609 LOWES COMPANIES, 144 SHARES 3243 28691 MERCK & COMPANY INC, 100 SHARES 8637 11095 METLIFE INC, 125 SHARES 8671 9046 MICROSOFT CORP 118 SHARES 3220 28299 NIKE INC., 111 SHARES 5673 12988 NUCOR, 76 SHARES 4195 10018 PAYCHEX INC, 75 SHARES 8678 8667 PEPSICO, 106 SHARES 5237 19150 PHILLIPS 66, 67 SHARES 5738 6973 PINNACLE WEST CAPITAL, 116 SHARES 9042 8821 PROCTER & GAMBLE, 147 SHARES 8195 22279 QUALCOMM INC 98 SHARES RAYTHEON TECHNOLOGIES, 93 SHARES 8835 9385 ROPER TECHNOLOGIES 29 SHARES RPM INTERNATIONAL 170 SHARES SOUTHERN COMPANY, 271 SHARES 11620 19352 STRYKER CORP., 35 SHARES 6161 8557 SYSCO CORP, 63 SHARES 5336 4816 TRACTOR SUPPLY CO, 26 SHARES 5145 5849 U.S. BANCORP DELAWARE, 257 SHARES 4684 11208 UNION PACIFIC, 86 SHARES 4168 17808 VISA INC., 89 SHARES 7632 18491 VICI PROPERTIES INC, 238 SHARES 7279 7711 WALT DISNEY CO, 134 SHS WASTE MANAGEMENT INC 61 SHARES 6905 9570 AB GLOBAL BOND 1,862.790 SHS AT COST BAIRD SHORT TERM BOND, 5,974.394 SHR AT COST 56324 55085 BAIRD ULTRA SHORT 1,354.625 SHARES AT COST BLACKROCK HIGH YIELD BOND, 3,122.643 AT COST 22827 20735 BLACKROCK STRAT INC OPPTYS, 4244.16 AT COST 41541 39047 DODGE & COX, 3,116.36 SHARES AT COST 41356 37988 DWS, 1,927.69 SHARES AT COST 23868 21667 EUROPACIFIC GROWTH 669.642 SHARES AT COST 31614 32866 FEDERATED ST INCOME 7,271.819 SHARES AT COST FIRST TRUST DOW JONES 166 SHARES AT COST 19728 20443 ISHARES CORE S & P MID 362 SHARES AT COST 65591 87564 ISHARES CORE S&P SMALL 702 SHARES AT COST 21190 66437 JPMORGAN EMERGING MKTS 1,185.179 SHS AT COST 23627 33363 LORD ABBETT SHORT DURATION 3,766. SH AT COST METROPOLITAN WEST 4,053.593 SHARES AT COST 40324 36644 MFS 2,822.425 SHARES AT COST VANGUARD FINANCIALS ETF, 106 SHARES AT COST 6397 8769 VANGUARD SHORT TERM INV 5,828.839 SH AT COST WCM 1,767.395 SHARES AT COST 38067 34747 X TRACKERS MSCI EAFE 1,037 SHS AT COST 30716 33422 VORYS, SATER, SEYMOUR & PEASE LL 8818 8818 EXPENSES FILING FEE - ATTORNEY GENERAL 200 CT CORPORATION 356 356 OHIO SECRETARY OF STATE 25 25 INVESTMENT ADVISORY FEES 11867 11867 EXCISE TAX - 2021 BALANCE DUE 227 EXCISE TAX - 2022 ESTIMATES 1100