2022-05-10T09:28:00-05:00 2021-12-31 314333125 VORYS SATER SEYMOUR AND PEASE LLP 52 E GAY ST COLUMBUS OH 43215 990PF 2021-01-01 316032172 GRADISON FOUNDATION GRAD 7038932620 301 E FOURTH STREET RM/STE 3500 CINCINNATI OH 45202 WILLIS D GRADISON JR PRES. & TREAS. 7038932620 2022-05-03 true WILLIS D GRADISON JR 999009999 SHELLEY D SEAVOLT CPA P01062232 6144646400 2022-05-10 2021 2022-09-23 18:48:47Z X 1426556 X X 18 18 18825 18825 67968 132358 67968 86811 86811 3600 3600 12961 12961 98 539 339 17198 12961 3939 88825 88825 106023 12961 92764 -19212 73850 23834 39567 39567 234281 219177 640614 546867 527026 746375 804982 785770 1426556 0 X 804982 785770 804982 785770 804982 785770 804982 -19212 785770 785770 ABBOTT LABORATORIES P 2009-11-19 2021-02-19 2344 484 1860 1860 QUALCOMM INC P 2020-08-19 2021-09-13 2565 2009 556 556 ISHS CORE S&P MDCP P 2017-10-17 2021-01-28 4782 3624 1158 1158 COSTCO WHOLESALE CORP P 2015-09-04 2021-01-28 2875 1107 1768 1768 RPM INTERNATIONAL INC P 2019-09-18 2021-01-28 1955 1562 393 393 ISHS CORE S&P MDCP P 2017-10-17 2021-02-19 3295 2356 939 939 COSTCO WHOLESALE CORP P 2015-09-04 2021-09-13 2754 831 1923 1923 RPM INTERNATIONAL INC P 2019-09-18 2021-02-10 7064 5567 1497 1497 ISHS CORE S&P MDCP P 2017-10-17 2021-09-13 4845 3261 1584 1584 WALT DISNEY CO P 2015-12-23 2021-02-19 2019 1165 854 854 SOUTHERN COMPANY P 2018-06-06 2021-09-13 3440 2232 1208 1208 JPM E/MKT EQ L P 2020-12-21 2021-01-12 86 80 6 6 ECOLAB INC P 2011-09-26 2021-02-19 2508 592 1916 1916 STRYKER CORP P 2020-09-20 2021-09-13 2698 2000 698 698 JPM E/MKT EQ L P 2015-12-08 2021-01-12 4070 1700 2370 2370 JPMORGAN CHASE & CO P 2017-02-03 2021-02-19 2374 1390 984 984 UNION PACIFIC CORP P 2011-02-18 2021-09-13 2878 679 2199 2199 JPM E/MKT EQ L P 2015-12-08 2021-01-28 3440 1430 2010 2010 JOHNSON & JOHNSON P 2000-06-01 2021-01-28 2382 627 1755 1755 WASTE MANAGEMENT INC DEL P 2020-06-08 2021-09-13 2779 2038 741 741 JPM E/MKT EQ L P 2015-12-08 2021-02-19 1773 693 1080 1080 KEYCORP NEW P 1949-01-01 2021-01-12 7115 95 7020 7020 X TRCKRS MSCI EAFE P 2015-04-10 2021-01-12 4009 3615 394 394 MFS MDCP GRW I P 2020-12-11 2021-09-13 789 673 116 116 LOWES COMPANIES INC P 2008-03-31 2021-01-28 2426 315 2111 2111 X TRCKRS MSCI EAFE P 2015-04-10 2021-02-19 2612 2306 306 306 MFS MDCP GRW I P 2020-07-24 2021-09-13 4710 3454 1256 1256 LOWES COMPANIES INC P 2008-03-31 2021-09-13 3079 338 2741 2741 EUROPACIFIC GRW F3 P 2020-12-18 2021-01-12 213 204 9 9 VNGRD FINANCIALS P 2017-02-03 2021-02-19 2252 1689 563 563 NIKE INC B P 2016-07-18 2021-01-28 3125 1332 1793 1793 EUROPACIFIC GRW F3 P 2017-02-03 2021-01-12 4406 2925 1481 1481 NIKE INC B P 2016-07-18 2021-09-13 3015 1100 1915 1915 EUROPACIFIC GRW F3 P 2017-01-13 2021-02-19 2211 1398 813 813 PEPSICO INC P 2009-04-27 2021-01-28 3077 1444 1633 1633 FT DJ INTERNET INDX P 2018-03-29 2021-01-28 2646 1449 1197 1197 PEPSICO INC P 2009-04-27 2021-09-13 2488 791 1697 1697 FT DJ INTERNET INDX P 2018-03-29 2021-09-13 3928 1932 1996 1996 PROCTER & GAMBLE CO P 2005-06-07 2021-02-19 2301 1004 1297 1297 ISHS CORE S&P MDCP P 2017-10-17 2021-01-12 3903 2899 1004 1004 67968 131 1027 1027 1027 800 800 227 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 1318254 50782 0 1369036 1369036 20536 1348500 67425 67425 1027 1027 66398 66398 66398 92764 92764 66398 63222 79949 44415 67757 53719 309062 92764 66398 26366 335428 0 63222 272206 79949 44415 67757 53719 26366 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 1000 ACTIVE MINDS 2001 S STREET NW WASHINGTON DC 20009 NONE 501(C)(3) EDUCATION 200 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 BRANDAEIS UNIVERSITY 415 SOUTH STREET MS 126 WALTHAM MA 02453 NONE 501(C)(3) EDUCATION 500 BRIDGES TO INDEPENDENCE 3103 9TH ROAD NORTH SUITE 2125 ARLINGTON VA 22201 NONE 501(C)(3) SOCIAL SERVICES 1000 COMMITTEE FOR A RESPONSIBLE FEDERAL 1900 M STREET NW SUITE 850 WASHINGTON DC 20036 NONE 501(C)(3) PUBLIC POLICY 1000 CONCERTS ARTISTS GUILD 135 E 57TH ST 7TH FLOOR NEW YORK NY 10022 NONE 501(C)(3) ARTS 500 CORVALLIS DAYTIME DROP-IN CENTER 316 SW WASHINGTON AVE CORVALLIS OR 97333 NONE 501(C)(3) SOCIAL SERVICES 2000 ERIC MONDAY FOUNDATION PO BOX 2342 VIENNA VA 22181 NONE 501(C)(3) MENTAL HEALTH 200 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 4000 HART PO BOX 1024 WAYNESVILLE NC 28786 NONE 501(C)(3) ARTS 2500 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 1000 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 1800 JEWISH FEDERATION OF GR WASHINGTON 1720 I STREET NW WASHINGTON DC 20006 NONE 501(C)(3) RELIGIOUS - GENERAL OPERATIONS 1800 JUILLIARD SCHOOL 60 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE 501(C)(3) EDUCATIONAL 1250 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 1300 LEAF 377 LAKE EDEN RD BLACK MOUNTAIN NC 28711 NONE 501(C)(3) EDUCATION 10000 LONE SURVIVORS FOUNDATION 1414 11TH STREET SUITE 1 HUNTSVILLE TX 77340 NONE 501(C)(3) MENTAL HEALTH 1000 LIONHEART FOUNDATION PO BOX 194 BOSTON MA 02117 NONE 501(C)(3) NUTRITION 700 MARBLES KIDS MUSEUM 201 EAST HARGETT ST RALEIGH NC 27601 NONE 501(C)(3) EDUCATION 500 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 1500 MUSICAL MENTORS COLLABORATIVE PO BOX 3206 NEW YORK NY 10027 NONE 501(C)(3) ARTS 2000 NAT'L ACADEMY OF SOCIAL INSURANCE 1776 MASSACHUSETTS AVE NW SUITE 400 WASHINGTON DC 20036 NONE 501(C)(3) PUBLIC POLICY 775 NORTHERN VIRGINIA MENTAL HEALTH FOUNDATION PO BOX 6812 FALLS CHURCH VA 22040 NONE 501(C)(3) MENTAL HEALTH 300 PAGE MADISON COUNTY EDUCATION FOUNDATION 5738 US HWY 25-70 MARSHALL NC 28753 NONE 501(C)(3) EDUCATIONAL 6500 PAGE ONE OF PAGE COUNTY 42 WEST MAIN ST LURAY VA 22835 NONE 501(C)(3) SOCIAL SERVICES 5000 PARKMONT SCHOOL 4842 SIXTEENTH ST NW WASHINGTON DC 20011 NONE 501(C)(3) EDUCATIONAL - GENERAL OPERATIONS 4000 PATHWAYS TO HOUSING DC 101 Q STREET NE SUITE G WASHINGTON DC 20077 NONE 501(C)(3) HOUSING 1000 PEACHTREE UNITED METHODIST CHURCH PO BOX 1195 MAGGIE VALLEY NC 28751 NONE 501(C)(3) RELIGIOUS 100 PLANNED PARENTHOOD OF THE SOUTH ATLANTIC PO BOX 3258 CHAPEL HILL NC 27515 NONE 501(C)(3) HEALTH CARE 3500 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 SENIOR PHARMASSIST 406 RIGSBEE AVE SUITE 210 DURHAM NC 27701 NONE 501(C)(3) HEALTH CARE 1500 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 SMOKY MOUNTAIN HOUSING PARTNERSHIP 2177 ASHEVILLE RD WAYNESVILLE NC 28786 NONE 501(C)(3) HOUSING 11250 ST JOSEPH'S INDIAN SCHOOL 1301 NORTH MAIN STREET CHAMBERLIN SD 57326 NONE 501(C)(3) EDUCATIONAL - GENERAL OPERATIONS 1500 STONE SOUP COVALLIS PO BOX 2381 COVALLIS OR 97339 NONE 501(C)(3) NUTRITION 1500 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 US CAPITOL HISTORICAL SOCIETY 200 MARYLAND AVE NE WASHINGTON DC 20005 NONE 501(C)(3) HISTORICAL 100 VINA MOSES CENTER 968 NW GARFIELD ST CORVALLIS OR 97330 NONE 501(C)(3) SOCIAL WELFARE 1000 WALNUT HILLS HS ALUMNI ASS'N 3250 VICTORY PARKWAY CINCINNATI OH 45207 NONE 501(C)(3) ALUMNI FUND 500 WESTERN CONNECTICUT CHARLES IVES MU PO BOX 964 RIDGEFIELD CT 06879 NONE 501(C)(3) ARTS 750 WILLIAMS COLLEGE 75 PARK STREET WILIAMSTOWN MA 01267 NONE 501(C)(3) EDUCATIONAL 300 YALE RECORD CORP PO BOX 209051 NEW HAVEN CT 06520 NONE 501(C)(3) EDUCATIONAL 250 88825 14 18 14 18825 14 11127 56841 29970 56841 86811 false false false false false false false false false false ABBOTT LABORATORIES, 224 SHARES 5701 31526 ABBVIE, 172 SHARES 4748 23289 APPLE, INC., 284 SHARES 5618 50430 BLACKROCK INC, 30 SHARES 13757 27467 CHEVRON CORP, 140 SHARES 6020 16429 COSTCO WHOLESALE, 63 SHS 8721 35765 ECOLAB, 95 SHARES 4686 22286 HONEYWELL INTL INC, 51 SHARES 6824 10634 JOHNSON & JOHNSON, 108 SHARES 4839 18475 JP MORGAN CHASE & CO., 147 SHARES 12770 23277 KEYCORP NEW 322 SHARES 81 7448 LOWES COMPANIES, 156 SHARES 3513 40323 MICROSOFT CORP 135 SHARES 3684 45403 NIKE INC., 194 SHARES 9942 32334 NUCOR, 118 SHARES 6513 13470 PEPSICO, 120 SHARES 5929 20845 PROCTER & GAMBLE, 162 SHARES 9032 26500 QUALCOMM INC 98 SHARES 10939 17921 ROPER TECHNOLOGIES 29 SHARES 11324 14264 RPM INTERNATIONAL 170 SHARES 11454 17170 SOUTHERN COMPANY, 301 SHARES 12907 20643 STRYKER CORP., 75 SHARES 13345 20057 U.S. BANCORP DELAWARE, 295 SHARES 5377 16570 UNION PACIFIC, 96 SHARES 4652 24185 VISA INC., 109 SHARES 9475 23621 WALT DISNEY CO, 134 SHS 14082 20755 WASTE MANAGEMENT INC 117 SHARES 13244 19527 AB GLOBAL BOND 1,862.790 SHS AT COST 15452 15405 DODGE & COX, 2,535.216 SHARES AT COST 33827 35644 EUROPACIFIC GROWTH 699.176 SHARES AT COST 33902 45307 FEDERATED ST INCOME 7,271.819 SHARES AT COST 62363 62538 FIRST TRUST DOW JONES 178 SHARES AT COST 21178 40251 ISHARES CORE S & P MID 362 SHARES AT COST 65591 102475 ISHARES CORE S&P SMALL 943 SHARES AT COST 28464 107983 JPMORGAN EMERGING MKTS 1,178.853 SHS AT COST 23449 44891 LORD ABBETT SHORT DURATION 3,766. SH AT COST 15739 15629 VANGUARD FINANCIALS ETF, 106 SHARES AT COST 6397 10236 VANGUARD SHORT TERM INV 5,828.839 SH AT COST 62345 62777 X TRACKERS MSCI EAFE 1,037 SHS AT COST 30716 40723 WCM 1,994.100 SHARES AT COST 43539 55197 MFS 2,822.425 SHARES AT COST 70383 93705 BAIRD ULTRA SHORT 1,354.625 SHARES AT COST 13681 13614 VORYS, SATER, SEYMOUR & PEASE LL 3600 3600 EXPENSES FILING FEE - ATTORNEY GENERAL 200 CT CORPORATION 339 339 INVESTMENT ADVISORY FEES 12961 12961 EXCISE TAX - 2021 ESTIMATES 98