2023-11-15T13:28:21-06:00 2022-12-31 314419361 JOHN GERLACH & COMPANY LLC 1500 LAKE SHORE DR STE 220 COLUMBUS OH 43204 990PF 2022-01-01 461095356 THE HOMEWOOD FAMILY FOUNDATION HOME 6143326186 4635 DOLPHIN CAY LN S SAINT PETERSBURG FL 33711 D ALAN HOMEWOOD PRESIDENT 6143326186 2023-11-09 1 D ALAN HOMEWOOD 999009999 0 MICHAEL GATTAS CPA P00407764 6142242164 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 904945 X X 33 33 20611 20611 -70677 745685 0 -50033 20644 0 0 0 3223 3223 0 2829 0 0 6052 3223 0 26088 26088 32140 3223 26088 -82173 17421 22932 16327 16327 512289 518021 509760 321061 239761 203141 108185 108185 175717 964467 882294 904945 0 0 X 0 0 0 0 964467 882294 964467 882294 964467 882294 964467 -82173 0 882294 0 882294 SCHWAB US AGGREGATE BOND P 2022-11-02 39901 48159 -8258 -8258 VANGUARD TOTAL BOND P 2022-11-02 27829 33624 -5795 -5795 SCHWAB INT'L INDEX FUND P 2022-12-27 30408 30916 -508 -508 VANGUARD EMERGING MKTS STOCK IDX ADM P 2022-12-27 34299 33874 425 425 VANGUARD FTSE ALL-WLD EX-US IDX ADM P 2022-12-27 67229 67236 -7 -7 VANGUARD TOTAL STOCK MKT IDX ADM P 2022-12-27 198962 209073 -10111 -10111 VANGUARD DEVELOPED MKTS P 2022-11-22 21827 25703 -3876 -3876 VANGUARD DEVELOPED MKTS P 2022-11-22 9502 11189 -1687 -1687 DFA US CORE EQTY 1 PORT P 2022-11-22 69739 76786 -7047 -7047 DFA US CORE EQTY 1 PORT P 2022-11-22 142368 156754 -14386 -14386 DFA EMERGING MKTS CORE P 2022-11-22 22411 28667 -6256 -6256 DFA EMERGING MKTS CORE P 2022-11-22 11576 14808 -3232 -3232 DFA INTL CORE EQTY PORT P 2022-11-22 47472 55283 -7811 -7811 DFA INTL CORE EQTY PORT P 2022-11-22 20858 24290 -3432 -3432 CAPITAL GAINS DIVIDENDS P 1304 1304 1304 -70677 242 0 242 0 242 44 0 600 0 644 0 402 402 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A D ALAN HOMEWOOD 6143326186 2020 E CHOCTAW DR LONDON OH 43140 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 D ALAN HOMEWOOD 2020 E CHOCTAW DR LONDON OH 43140 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 938959 23431 0 962390 0 0 962390 14436 947954 47398 47398 242 242 47156 0 47156 0 47156 26088 0 26088 47156 25760 0 0 26088 25760 0 0 328 0 0 0 0 0 0 0 0 46828 0 0 0 D ALAN HOMEWOOD X 29 ACRES INC 3000 MOSELY ROAD CROSSROADS TX 76227 NONE PC SUPPORT MISSION OF SUPPORTIVE HOUSING FOR AUTISTIC ADULTS 3400 ALL INCLUSIVE LIVING 215 N FRONT ST STE 600 COLUMBUS OH 43215 NONE PC GENERAL PURPOSE 2688 ALL INCLUSIVE LIVING 215 N FRONT ST STE 600 COLUMBUS OH 43215 NONE PC GENERAL PURPOSE 10000 MADISON HEALTH FOUNDATION 210 NORTH MAIN ST LONDON OH 43140 NONE PC GENERAL PURPOSE 2500 NATIONWIDE CHILDREN'S 700 CHILDRENS DR COLUMBUS OH 43205 NONE PC GENERAL PURPOSE 2500 PCDH19 ALLIANCE 926A DIABLO AVE 212 NOVATO CA 94947 NONE PC GENERAL PURPOSE 5000 26088 0 14 33 14 20611 18 -70677 0 -50033 0 -50033 0 0 0 0 0 0 0 0 0 0 ELECTION TO AVOID THE "ADDITIONAL" EXCISE TAX FOR FAILURE TO DISTRIBUTE INCOME THE HOMEWOOD FAMILY FOUNDATION EIN 46-1095356 2020 E. CHOCTAW DR LONDON, OH 43140 FORM 990-PF, TAX YEAR ENDING 12/31/2017 PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS 2015 IN THE FOLLOWING AMOUNTS: TAX YEAR AMOUNT 2015 $4,995 VANGUARD TOTAL BOND 207246 175855 VANGUARD INTERM-TERM BOND 32515 27286 DFA EMERGIN MARKETS COR 33955 33796 DFA INTERNATIONAL CORE E 67018 66994 DFA INTERNATIONAL VALUE I 26100 24307 DFA US SMALL CAP I 19409 16356 DFA US TARGETED VALUE I 13300 12346 SCHW TOTAL STOCK MARKET 259845 256159 VANGUARD DEVELOPED MARKET 30408 30338 DIAMOND HILL CORE BOND I 67986 69464 SCHW US LCAP ETF FMV 56999 127684 VANECK MORNINGSTAR WIDE FMV 51186 48033 CHARLES SCHWAB INVESTMENT FEES 3223 3223 0 EXCISE TAXES 2829 0 0