2025-11-14T06:48:39-06:00 2024-12-31 420714325 RSM US LLP 30 S WACKER DRIVE STE 3300 CHICAGO IL 60606 990PF 2024-01-01 311397164 THE JAMES J AND JOAN A GARDNER FAMILY FOUNDATION JAME 5134591085 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 KERI S MUELLER OFFICER 5134591085 2025-11-14 1 0 REBEKUH ELEY P01247672 3126343400 2024 2025-03-06 01:10:19Z X 231822089 X 372647 48338 48338 1139206 1139206 15680976 9416362 15512020 2763878 2805324 20005045 19504888 0 0 0 3500 0 3500 754370 385597 368773 271281 0 0 10925 0 10925 78229 0 78229 1118305 385597 461427 8700000 8700000 9818305 385597 9161427 10186740 19119291 3208537 1150588 1150588 39 37 136718795 70738461 83043993 93952706 73947037 84194618 231822089 0 43494 0 43494 X 73947037 84151124 73947037 84151124 73947037 84194618 73947037 10186740 17347 84151124 0 84151124 BNY MELLON SETTLEMENTS P 2023-01-01 2024-12-31 413 413 413 BNY MELLON P 2023-01-01 2024-12-31 9415743 2 9415741 9415741 SETTLEMENT P 2023-01-01 2024-12-31 206 206 206 PARTNERSHIP FUND #2 P -107781 -107781 PARTNERSHIP FUND #5 P -4517 -4517 PARTNERSHIP FUND #4 P 54064 54064 PARTNERSHIP FUND #7 P 6510559 6510559 PARTNERSHIP FUND #7 P -168956 -168956 DISPOSITION OF FUND #6 P 2023-01-01 2024-12-31 187709 -187709 -187709 15512020 265758 0 265758 0 265758 236846 0 58000 0 294846 X 0 29088 29088 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 1 0 0 0 0 1 WWW.GARDNERFAMILYFOUNDATION.COM KATIE HAAG 5134591085 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 LINDA G MUELLER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TREASURER UNTIL 02.13.24 AND TRUSTEE 1.00 0 0 0 LORRAINE G SOMMER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 SPENCER J GARDNER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 MARGARET M JOHNS 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 SECRETARY AND TRUSTEE 1.00 0 0 0 ERIC G MUELLER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 JONATHAN J MUELLER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 LAURA K MUELLER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 KYLE J JOHNS 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE & TREASURER STARTING 02.13.24 1.00 0 0 0 BLAIRE A HARDER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 ELLIE A JOHNS 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 VICE CHAIRMAN AND TRUSTEE 1.00 0 0 0 ADAM T MUELLER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 MARIA E SOMMER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 MADELINE M JOHNS 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 BETTINA H ROSS 010124 - 062824 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 EXECUTIVE DIRECTOR 24.00 0 0 0 KERI S MUELLER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 CHAIRMAN AND TRUSTEE 1.00 0 0 0 ALLISON D MUELLER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 KYLE C HARDER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 ANGELIA M GARDNER 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 TRUSTEE 1.00 0 0 0 KATIE HAAG 062824 - PRESENT 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 EXECUTIVE DIRECTOR 40.00 0 0 0 NONE 0 SHCP LLC 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 INVESTMENT ADVISORY 385597 SUMMER HILL INC 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 ACCOUNTING, ADMINISTRATION AND PERSONNEL 368773 0 N/A 0 N/A 0 0 0 140969694 10842558 80064390 231876642 0 0 231876642 3478150 228398492 11419925 11419925 265758 17798 283556 11136369 0 11136369 0 11136369 9161427 0 9161427 11136369 8244223 0 0 9161427 8244223 0 0 917204 0 0 0 0 0 0 0 0 10219165 0 0 0 LINDA G MUELLER LORRAINE G SOMMER SPENCER J GARDNER MARGARET M JOHNS THE JAMES J AND JOAN A GARDNER FAMI 8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236 5134591085 LETTER STATING PURPOSE AND AMOUNT OF GRANT/GENERAL INFORMATION ON ORGANIZATION NONE NONE JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL SOUTHERN AND CENTRAL O 8035 HOSBROOK ROAD SUITE 210 CINCINNATI OH 45236 PC EXEMPT PURPOSE OF ORGANIZATION 5000 OHIO RIVER FOUNDATION 4480 CLASSIC DRIVE CINCINNATI OH 45241 PC EXEMPT PURPOSE OF ORGANIZATION 20000 THE CINCINNATI BALLET COMPANY INC 1801 GILBERT AVE CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 15010 XAVIER JESUIT ACADEMY 1601 CALIFORNIA AVE CINCINNATI OH 45237 PC EXEMPT PURPOSE OF ORGANIZATION 250000 ROTARY FOUNDATION OF CINCINNATI PO BOX 971 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 25000 TRI-STATE TRAILS PO BOX 14270 CINCINNATI OH 45250 PC EXEMPT PURPOSE OF ORGANIZATION 125000 SWEET CHEEKS DIAPER BANK 1615 REPUBLIC ST CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 20000 BACK2BACK MINISTRIES INC 8118 CORPORATE WAY SUITE 200 MASON OH 45040 PC EXEMPT PURPOSE OF ORGANIZATION 11075 CINCINNATI NATURE CENTER ASSOCIATION 4949 TEALTOWN ROAD MILFORD OH 45150 PC EXEMPT PURPOSE OF ORGANIZATION 25000 FREESTORE FOODBANK INC 3401 ROSENTHAL WAY CINCINNATI OH 45204 PC EXEMPT PURPOSE OF ORGANIZATION 50000 LUKE 5 ADVENTURES 406 4TH AVENUE MASON OH 45040 PC EXEMPT PURPOSE OF ORGANIZATION 145000 ST XAVIER HIGH SCHOOL 600 W NORTH BEND ROAD CINCINNATI OH 452241499 PC EXEMPT PURPOSE OF ORGANIZATION 100000 SISTERS OF NOTRE DAME DE NAMUR OHIO PROVINCE 701 E COLUMBIA AVENUE CINCINNATI OH 45215 PC EXEMPT PURPOSE OF ORGANIZATION 100000 DAVE PARKER39 FOUNDATION INC P O BOX 37392 CINCINNATI OH 45222 PC EXEMPT PURPOSE OF ORGANIZATION 5000 GIVE LIKE A MOTHER 4601 EASTGATE BLVD STE 824 CINCINNATI OH 45245 PC EXEMPT PURPOSE OF ORGANIZATION 15000 MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY AND INDIANA 4500 COOPER ROAD SUITE 304 CINCINNATI OH 45242 PC EXEMPT PURPOSE OF ORGANIZATION 50000 SANTA MARIA COMMUNITY SERVICES 617 STEINER AVENUE CINCINNATI OH 45204 PC EXEMPT PURPOSE OF ORGANIZATION 100000 PORTER-GAUD SCHOOL (O'QUINN SCHOOL OF MOUNT PLEASANT) 300 ALBEMARLE ROAD CHARLESTON SC 29407 PC EXEMPT PURPOSE OF ORGANIZATION 26000 THE CRAIG AND FRANCES LINDNER CENTER OF HOPE (LINDNER CENTER OF HOPE) 4075 OLD WESTERN ROW ROAD MASON OH 45040 PC EXEMPT PURPOSE OF ORGANIZATION 2500 THE PHILANTHROPY ROUNDTABLE 1120 20TH STREET NW SUITE 400N WASHINGTON DC 20036 PC EXEMPT PURPOSE OF ORGANIZATION 1500 COLOMBIERE CENTER 9075 BIG LAKE ROAD CLARKSTON MI 483461015 PC EXEMPT PURPOSE OF ORGANIZATION 1000 BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI 2400 READING ROAD SUITE 139 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 50000 HP BLAST CORP (HYDE PARK BLAST) PO BOX 8485 CINCINNATI OH 45208 PC EXEMPT PURPOSE OF ORGANIZATION 10000 PORTER-GAUD SCHOOL (O'QUINN SCHOOL OF MOUNT PLEASANT) 300 ALBEMARLE ROAD CHARLESTON SC 29407 PC EXEMPT PURPOSE OF ORGANIZATION 1000 KENZIE'S CLOSET P O BOX 43285 CINCINNATI OH 45243 PC EXEMPT PURPOSE OF ORGANIZATION 5000 ST JUSTIN MARTYR CATHOLIC CHURCH 105500 OVERSEAS HIGHWAY KEY LARGO FL 33037 PC EXEMPT PURPOSE OF ORGANIZATION 10000 FOCUS POINTS FAMILY RESOURCE CENTER 2501 E 48TH AVENUE DENVER CO 80216 PC EXEMPT PURPOSE OF ORGANIZATION 50000 THE DRAGONFLY FOUNDATION 506 OAK STREET CINCINNATI OH 45219 PC EXEMPT PURPOSE OF ORGANIZATION 5000 ALEX'S LEMONADE STAND FOUNDATION 333 E LANCASTER AVENUE 414 WYNNEWOOD PA 19096 PC EXEMPT PURPOSE OF ORGANIZATION 10000 SAINT PAUL'S OUTREACH 2520 LEXINGTON AVENUE SOUTH MENDOTA HEIGHTS MN 55120 PC EXEMPT PURPOSE OF ORGANIZATION 50000 STEPPING STONES INC 5650 GIVEN ROAD CINCINNATI OH 45243 PC EXEMPT PURPOSE OF ORGANIZATION 10000 GREAT PARKS FOREVER 10245 WINTON ROAD CINCINNATI OH 45231 PC EXEMPT PURPOSE OF ORGANIZATION 500000 CANCERFREE KIDS 420 W LOVELAND AVE LOVELAND OH 45140 PC EXEMPT PURPOSE OF ORGANIZATION 1000 LA SOUPE INC 915 E MCMILLAN STREET CINCINNATI OH 45206 PC EXEMPT PURPOSE OF ORGANIZATION 50000 JOSH'S BENCHES FOR AWARENESS PO BOX 540022 GREENACRES FL 33454 PC EXEMPT PURPOSE OF ORGANIZATION 20000 BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI 2400 READING ROAD SUITE 139 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 25000 CATHOLIC LEADERSHIP INSTITUTE (CLI) 301 LINDENWOOD DRIVE SUITE 310 MALVERN PA 19355 PC EXEMPT PURPOSE OF ORGANIZATION 100000 ADDICTION SERVICES COUNCIL 2828 VERNON PL CINCINNATI OH 45219 PC EXEMPT PURPOSE OF ORGANIZATION 10000 LITERACY NETWORK OF GREATER CINCINNATI DBA QUEEN CITY BOOK BANK 1200 GEST STREET CINCINNATI OH 45203 PC EXEMPT PURPOSE OF ORGANIZATION 30000 JEFFERSON COUNTY LIBRARY FOUNDATION 10790 W 50TH AVE 200 WHEAT RIDGE CO 80033 PC EXEMPT PURPOSE OF ORGANIZATION 50000 UPSPRING PO BOX 23300 CINCINNATI OH 45223 PC EXEMPT PURPOSE OF ORGANIZATION 5000 CINCINNATI MUSEUM CENTER 1301 WESTERN AVE CINCINNATI OH 45203 PC EXEMPT PURPOSE OF ORGANIZATION 20000 LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC (LADD) 3603 VICTORY PKWY CINCINNATI OH 45229 PC EXEMPT PURPOSE OF ORGANIZATION 70000 TENDER MERCIES INC 27 WEST 12TH STREET CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 30000 CINCINNATI CHAMBER ORCHESTRA 650 WALNUT ST CINCINNNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 15000 SAM HUBBARD FOUNDATION 3190 BRINTON TRAIL CINCINNATI OH 45241 PC EXEMPT PURPOSE OF ORGANIZATION 25000 CAPTAINS FOR CLEAN WATER INC PO BOX 1653 FORT MYERS FL 33902 PC EXEMPT PURPOSE OF ORGANIZATION 100000 CORAL RESTORATION FOUNDATION 89111 OVERSEAS HWY TAVERNIER FL 33070 PC EXEMPT PURPOSE OF ORGANIZATION 50000 KAREN WELLINGTON FOUNDATION FOR LIVING WITH BREAST CANCER 3825 EDWARDS RD SUITE 103 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 25000 THE CRAIG AND FRANCES LINDNER CENTER OF HOPE (LINDNER CENTER OF HOPE) 4075 OLD WESTERN ROW ROAD MASON OH 45040 PC EXEMPT PURPOSE OF ORGANIZATION 20000 MARY MAGDALEN FOUNDATION INC 1629 REPUBLIC STREET CINCINNATI OH 45202 POF EXEMPT PURPOSE OF ORGANIZATION 300000 PROKIDS 222 WEST 7TH STREET CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 100000 BOYS & GIRLS CLUBS OF GREATER CINCINNATI 600 DALTON AVENUE CINCINNATI OH 45203 PC EXEMPT PURPOSE OF ORGANIZATION 20000 BEECH ACRES PARENTING CENTER 615 ELSINORE PLACE SUITE 500 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 25000 ISPACE INC 10020 READING ROAD CINCINNATI OH 452411578 PC EXEMPT PURPOSE OF ORGANIZATION 30000 CINCINNATI MUSEUM ASSOCIATION (CINCINNATI ART MUSEUM) 953 EDEN PARK DRIVE CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 83000 CINCINNATI MUSEUM ASSOCIATION (CINCINNATI ART MUSEUM) 953 EDEN PARK DRIVE CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 10000 THE BDK FUND (BRIGHTER DAYS 4 KIDS) 4465 BRIDGETOWN ROAD CINCINNATI OH 45211 PC EXEMPT PURPOSE OF ORGANIZATION 5000 FRIARS CLUB INC 4300 VINE STREET CINCINNATI OH 45217 PC EXEMPT PURPOSE OF ORGANIZATION 5000 THE ANGELICO PROJECT 2136 CHAMBER CENTER DRIVE LAKESIDE PARK KY 41017 PC EXEMPT PURPOSE OF ORGANIZATION 40000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC EXEMPT PURPOSE OF ORGANIZATION 50000 MATTHEW 25 MINISTRIES 11060 KENWOOD RD BLUE ASH OH 45242 PC EXEMPT PURPOSE OF ORGANIZATION 50000 THE SUMMIT COUNTRY DAY SCHOOL 2161 GRANDIN ROAD CINCINNATI OH 45208 PC EXEMPT PURPOSE OF ORGANIZATION 20000 URSULINE ACADEMY OF CINCINNATI 5535 PFEIFFER ROAD CINCINNATI OH 452424813 PC EXEMPT PURPOSE OF ORGANIZATION 25000 AMERICAN RED CROSS 2111 DANA AVENUE CINCINNATI OH 45207 PC EXEMPT PURPOSE OF ORGANIZATION 50000 THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC 529 14TH STREET NW SUITE 500 WASHINGTON DC 20045 PC EXEMPT PURPOSE OF ORGANIZATION 100000 ISPACE INC 10020 READING ROAD CINCINNATI OH 452411578 PC EXEMPT PURPOSE OF ORGANIZATION 50000 CINCINNATI YOUTH COLLABORATIVE 301 OAK STREET CINCINNATI OH 45219 PC EXEMPT PURPOSE OF ORGANIZATION 5000 GOD'S LOVE WE DELIVER INC 166 AVENUE OF THE AMERICAS NEW YORK NY 10013 PC EXEMPT PURPOSE OF ORGANIZATION 50000 BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI 2400 READING ROAD SUITE 139 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 75000 PREGNANCY RESOURCE CONNECTION 3 TEN MILE DRIVE PO BOX 187 GRANBY CO 80446 PC EXEMPT PURPOSE OF ORGANIZATION 100000 THE CHILDREN'S THEATRE OF CINCINNATI 4015 RED BANK ROAD CINCINNATI OH 45227 PC EXEMPT PURPOSE OF ORGANIZATION 100000 PREGNANCY RESOURCE CONNECTION 3 TEN MILE DRIVE PO BOX 187 GRANBY CO 80446 PC EXEMPT PURPOSE OF ORGANIZATION 60000 REVIV FAMILY SUPPORT FOUNDATION (FORMERLY VIVIAN'S VICTORY INC) 151 GOODMAN STREET CINCINNATI OH 45219 PC EXEMPT PURPOSE OF ORGANIZATION 25200 UPPER COLORADO WATERSHED ENVIRONMENTAL TEAM PO BOX 52 FRASER CO 80442 PC EXEMPT PURPOSE OF ORGANIZATION 25000 BETHANY HOUSE SERVICES INC 4769 READING ROAD CINCINNATI OH 45237 PC EXEMPT PURPOSE OF ORGANIZATION 50000 UNIVERSITY OF CINCINNATI FOUNDATION P O BOX 19970 CINCINNATI OH 452190970 PC EXEMPT PURPOSE OF ORGANIZATION 875000 PARAGON SERVICE DOGS (FORMERLY INTERNATIONAL HEARING DOG INC) 14737 COUNTY ROAD 3 LONGMONT CO 80504 PC EXEMPT PURPOSE OF ORGANIZATION 20000 VALLEY HOPE ASSOCIATION FOUNDATION P O BOX 59 NORTON KS 67654 PC EXEMPT PURPOSE OF ORGANIZATION 100000 CINCINNATI WORKS INC 708 WALNUT STREET SUITE 200 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 150000 CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE MLC 9002 CINCINNATI OH 45229 PC EXEMPT PURPOSE OF ORGANIZATION 1500000 ZOOLOGICAL SOCIETY OF CINCINNATI (CINCINNATI ZOO & BOTANICAL GARDEN) 3400 VINE STREET CINCINNATI OH 45220 PC EXEMPT PURPOSE OF ORGANIZATION 800000 SPRINGER SCHOOL AND CENTER 2121 MADISON ROAD CINCINNATI OH 45208 PC EXEMPT PURPOSE OF ORGANIZATION 25000 CONSERVATION COLORADO EDUCATION FUND 303 E 17TH AVENUE SUITE 400 DENVER CO 80203 PC EXEMPT PURPOSE OF ORGANIZATION 50000 RONALD MCDONALD HOUSE CHARITIES OF GREATER CINCINNATI 341 ERKENBRECHER AVE CINCINNATI OH 45229 PC EXEMPT PURPOSE OF ORGANIZATION 25000 THE OCEAN REEF MEDICAL CENTER FOUNDATION 50 BARRACUDA LANE KEY LARGO FL 33037 PC EXEMPT PURPOSE OF ORGANIZATION 20000 ACCELERATE GREAT SCHOOLS 720 EAST PETE ROSE WAY SUITE 408 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 664240 OCEAN REEF CATHOLIC COMMUNITY INC 32 OCEAN REEF DRIVE KEY LARGO FL 33037 PC EXEMPT PURPOSE OF ORGANIZATION 25000 OCEAN REEF CATHOLIC COMMUNITY INC 32 OCEAN REEF DRIVE KEY LARGO FL 33037 PC EXEMPT PURPOSE OF ORGANIZATION 5000 ANXIETY & DEPRESSION ASSOCIATION OF AMERICA (ADAA) 8701 GEORGIA AVENUE SUITE 412 SILVER SPRING MD 20910 PC EXEMPT PURPOSE OF ORGANIZATION 2500 ZOOLOGICAL SOCIETY OF CINCINNATI (CINCINNATI ZOO & BOTANICAL GARDEN) 3400 VINE STREET CINCINNATI OH 45220 PC EXEMPT PURPOSE OF ORGANIZATION 50000 ST XAVIER HIGH SCHOOL 600 W NORTH BEND ROAD CINCINNATI OH 452241499 PC EXEMPT PURPOSE OF ORGANIZATION 25000 LOWCOUNTRY LAND TRUST INC 635 RUTLEDGE AVENUE SUITE 107 CHARLESTON SC 29403 PC EXEMPT PURPOSE OF ORGANIZATION 38000 THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC 529 14TH STREET NW SUITE 500 WASHINGTON DC 20045 PC EXEMPT PURPOSE OF ORGANIZATION 25000 HELPING AND LENDING OUTREACH SUPPORT (HALOS) 4995 LACROSS ROAD SUITE 1300 NORTH CHARLESTON SC 29406 PC EXEMPT PURPOSE OF ORGANIZATION 10000 BOYS HOPE GIRLS HOPE OF GREATER CINCINNATI 2400 READING ROAD SUITE 139 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 10000 HERMEDICINE 3908 MIAMI ROAD CINCINNATI OH 45227 PC EXEMPT PURPOSE OF ORGANIZATION 5000 VALLEY HOPE ASSOCIATION FOUNDATION P O BOX 59 NORTON KS 67654 PC EXEMPT PURPOSE OF ORGANIZATION 30000 CHARLESTON WATERKEEPER P O BOX 29 CHARLESTON SC 29402 PC EXEMPT PURPOSE OF ORGANIZATION 25000 KENZIE'S CLOSET P O BOX 43285 CINCINNATI OH 45243 PC EXEMPT PURPOSE OF ORGANIZATION 150000 ACCELERATE GREAT SCHOOLS 720 EAST PETE ROSE WAY SUITE 408 CINCINNATI OH 45202 PC EXEMPT PURPOSE OF ORGANIZATION 177975 8700000 0 14 48338 14 1139206 523000 168956 18 15512019 PARTNERSHIP FUND #2 523000 18 460220 PARTNERSHIP FUND #4 523000 -1021 18 1448 PARTNERSHIP FUND #5 523000 70 18 375 PARTNERSHIP FUND #6 523000 18 -368 PARTNERSHIP FUND #7 523000 -40495 18 1879343 PARTNERSHIP FUND #8 523000 18 464306 127510 19504887 0 19632397 1 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 JJ & JA GARDNER CHARITABLE LEAD ANNUITY TRUST B PO BOX 2613 JACKSON WY 83001 372647 X ACCOUNTING AND TAX PREP FEE 3500 0 3500 N/A 0 THE MARY MAGDALEN FOUNDATION INC 1629 REPUBLIC STREET CINCINNATI OH 45202 2023-12-01 300000 THE MARY MAGDALEN FOUNDATION IS A PERSONAL CARE FACILITY WHICH OFFERS THE POOR AND HOMELESS IN CINCINNATI A PLACE TO SHOWER, SHAVE, WASH THEIR HAIR, HAVE THEIR CLOTHES LAUNDERED, RECEIVE MESSAGES, USE THE PHONE AND STORE THEIR LIMITED BELONGINGS. 300000 NONE 12/31/2024 2024-12-31 12/31/23 - DOCUMENTATION PROVIDED BY THE GRANTEE FOLLOWED THE PURPOSE OF THE GRANT. THE MARY MAGDALEN FOUNDATION INC 1629 REPUBLIC STREET CINCINNATI OH 45202 2024-11-18 300000 THE MARY MAGDALEN FOUNDATION IS A PERSONAL CARE FACILITY WHICH OFFERS THE POOR AND HOMELESS IN CINCINNATI A PLACE TO SHOWER, SHAVE, WASH THEIR HAIR, HAVE THEIR CLOTHES LAUNDERED, RECEIVE MESSAGES, USE THE PHONE AND STORE THEIR LIMITED BELONGINGS. 11/18/24 - DOCUMENTATION PROVIDED BY THE GRANTEE FOLLOWED THE PURPOSE OF THE GRANT. PUBLIC SECURITIES 37 136718795 PARTNERSHIP FUND #2 AT COST 8112848 8298587 PARTNERSHIP FUND #4 AT COST 0 607054 PARTNERSHIP FUND #5 AT COST 262541 83917 PARTNERSHIP FUND #7 AT COST 63573226 73850074 PARTNERSHIP FUND #8 AT COST 11095378 11113074 FILING FEES 225 0 225 INSURANCE 7932 0 7932 DUES AND SUBSCRIPTIONS 7149 0 7149 MANAGEMENT 1402 0 1402 OUTSIDE CONSULTING 58838 0 58838 TELEPHONE 2183 0 2183 TRAINING 500 0 500 PARTNERSHIP FUND #2 460220 460220 460220 PARTNERSHIP FUND #4 427 1448 427 PARTNERSHIP FUND #5 445 375 445 PARTNERSHIP FUND #6 -368 -368 -368 PARTNERSHIP FUND #7 1838848 1879343 1838848 PARTNERSHIP FUND #8 464306 464306 464306 NONTAXABLE DISTRIBUTION 17347 PARTNERSHIP FUND #4 0 43494 MANAGEMENT FEES 385597 385597 0 ACCOUNTING, ADMINISTRATION AND PERSONNEL 368773 0 368773 FEDERAL TAXES 271281 0 0