2024-01-16T12:59:10-06:00 2023-02-28 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990PF 2022-03-01 311096254 The Spaulding Foundation SPAU 5139360101 8040 Hosbrook Road Suite 440 Cincinnati OH 45236 Linda Marlow President 5139360101 2024-01-15 1 Linda Marlow 999009999 0 Paula Hume P00537516 5132418313 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 37493723 X X 12 12 1096782 1096782 976258 5235638 976258 285 0 2073337 2073052 92890 13024 79866 43167 0 43167 44844 2691 42153 210130 201013 9117 29287 996 6291 26991 0 26991 12910 0 12910 460219 217724 220495 2038035 2038035 2498254 217724 2258530 -424917 1855328 99187 68261 68262 939118 1152430 1152430 7546144 6452952 6111408 14726455 15153217 25311179 5428432 5488229 4850444 31533 31533 28739336 28315089 37493723 670 0 670 X 0 0 0 0 28739336 28314419 28739336 28314419 28739336 28315089 28739336 -424917 0 28314419 0 28314419 Realized Gains - UBS P 1617940 1259738 358202 358202 Realized Gains - Schwab P 3617698 2999642 618056 618056 976258 25789 0 25789 0 25789 13765 0 22000 0 35765 435 9541 9541 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A Linda Marlow 5139360101 8040 Hosbrook Rd Cincinnati OH 45236 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 John E Prather - deceased 63022 1518 Nagel Road Cincinnati OH 45255 President 40.00 26667 1600 0 Lisa L Prather 1031 Wittshire Circle Cincinnati OH 45255 Trustee 10.00 13100 0 0 James R Marlow - deceased 43023 7822 Bridgepoint Drive Cincinnati OH 45248 Trustee 15.00 36773 1625 0 Linda K Marlow 7822 Bridgepoint Drive Cincinnati OH 45248 Trustee 10.00 13100 0 0 Ross Prather 7822 Bridgepoint Drive Cincinnati OH 45248 Trustee 10.00 3250 0 0 NONE 0 NONE 0 0 37579949 691742 0 38271691 0 0 38271691 574075 37697616 1884881 1884881 25789 25789 1859092 0 1859092 0 1859092 2258530 0 2258530 1859092 2021717 0 0 2258530 2021717 0 0 236813 0 0 0 0 0 0 0 0 1622279 0 0 0 Laura Dunderman 8040 Hosbrook Road Suite 440 Cincinnati OH 452362908 5139360101 Request an application from Laura Dunderman Quarterly Grant applications should be received March 1, June 1, September 1, December 1 Grants are made to organizations qualifying under IRC Section 501 ( c) (3), for purposes of improving life in the community, focusing in areas of mental health, mental and physical disabilities, substance abuse/chemical addiction, and domestic violence, rape, and abuse. Grants are geographically limited to charitable organizations serving Hamilton County, Ohio and the counties contiguous thereto. Luke 5 Adventures 406 4th Avenue Mason OH 45040 None PC Funding for group hiking experiences for disabled individuals and their caretakers 13640 Last Mile Food Rescue 1775 Mentor Avenue 405 Cincinnati OH 45212 None PC Funding for refrigerated truck and driver to expand collection and distribution of fresh food 25000 Central Clinic Behavioral Health 311 Albert Sabin Way Cincinnati OH 45229 None PC Funding for renovation of treatment spaces for men's therapy groups 18895 Springer School & Center 2121 Madison Road Cincinnati OH 45208 None PC Funding for financial aid for students with learning disabilities 25000 Center for Respite Care 1615 Republic Street Cincinnati OH 45202 None PC Support for Medical Recovery to Independence program aiding homeless adults 35000 Prevent Blindness Ohio 2045 Gilbert Avenue 204 Cincinnati OH 45202 None PC Support for Vision Care Outreach Program aiding low income/underinsured adults and children 5000 ProKids 2605 Burnet Avenue Cincinnati OH 45219 None PC Funding for CASA University advocating for children in foster care system 15000 PARACHUTE Butler County CASA 284 N Fair Avenue Hamilton OH 45011 None PC Funding for CASA volunteers representing children in the foster care system 8500 Faith Community Pharmacy 7033 Burlington Pike 4 Florence KY 41042 None PC Funding for relocation to new facility to expand charitable pharmacy 15000 Cincinnati Works 708 Walnut Street 2nd Floor Cincinnati OH 45202 None PC Funding for Job Readiness program aiding low income adults to attain and retain employment 10000 Cancer Family Care 4790 Red Bank Road Cincinnati OH 45227 None PC Funding for mental health counseling programs for cancer patients and their families 10000 Clovernook Center for the Blind & Visually Impaired 7000 Hamilton Avenue Cincinnati OH 45231 None PC Funding for Pediatric Low Vision Program providing early intervention for blind and visually impaired children 20000 Tender Mercies 27 W 12th Street Cincinnati OH 45202 None PC Funding for Permanent Supportive Housing Program aiding mentally ill homeless adults 25000 Legal Aid Society 215 E 9th Street 200 Cincinnati OH 45202 None PC Funding for Kinship Care Program providing legal support for children and non-parent caregivers 20000 GLAD House 1994 Madison Road Cincinnati OH 45208 None PC Funding for CHAMPS Program providing mental health services to children of addicted caregivers 25000 Children's Law Center 1002 Russell Street Covington KY 41011 None PC Funding to provide legal assistance and representation to youth 25000 Ronald McDonald House 341 Erkenbrecher Avenue Cincinnati OH 45229 None PC Capital funding for backup generator to ensure emergency power for critically ill children 35000 HER Cincinnati 2401 Reading Road Cincinnati OH 45202 None PC Funding for Off the Streets Program providing residential treatment to women recovering from substance abuse and sex trafficking 15000 Caracole 4138 Hamilton Avenue Cincinnati OH 45223 None PC Funding for services aiding individuals with HIV/AIDS 25000 Welcome House 205 W Pike Street Covington KY 41011 None PC Capital funding for new shelter for homeless women and children 30000 The Beechwood Home 2140 Pogue Avenue Cincinnati OH 45208 None PC Funding for OBI Robotic Feeder for disabled adults 15000 St Elizabeth Healthcare 1 Medical Village Drive Edgewood KY 41017 None PC Funding for forensic nurse exams of victims of sexual assault/human trafficking 27000 Community Matters 2110 St Michael Street Cincinnati OH 45204 None PC Funding for Opportunity Hub addressing emergency needs and stabilization of low income adults and families 15000 St Rita School for the Deaf 1720 Glendale-Milford Road Cincinnati OH 45215 None PC Funding for Enhancement in Speech & Language program for deaf/hearing impaired children 25000 NAMI Southwest Ohio 4055 Executive Park Drive 450 Cincinnati OH 45241 None PC Funding for Support and Education programming for individuals and families facing mental illness 15000 Children's Home of Northern Kentucky 200 Home Road Covington KY 41011 None PC Capital funding for repairs to admin building and residential home bath renovations 50000 Care Center of Loveland 11020 South Lebanon Road Loveland OH 45140 None PC Funding for Thrive program providing household supplies and essential relief resources to low-income individuals and families 5000 Envision 3030 West Fork Road Cincinnati OH 45211 None PC Support for short term respite care for developmentally disabled children 15000 Stepping Stones Center 5650 Given Road Cincinnati OH 45243 None PC Funding for Adult Day Services program for disabled adults 25000 St Joseph Home 10722 Wyscarver Road Cincinnati OH 45241 None PC Funding for Respite Center providing respite services to families of severely disabled individuals 25000 Cincinnati Children's Hospital 3333 Burnet Avenue Cincinnati OH 45229 None PC Funding for Adapt for Life program providing mental health and wellbeing education in schools 25000 Bethany House Services 1841 Fairmount Avenue Cincinnati OH 45214 None PC Support for emergency shelter and services program for homeless families 25000 Easterseals Redwood 71 Orphanage Road Fort Mitchell KY 41017 None PC Funding for Disability and Employment Services programs for disabled individuals in N. Kentucky and Southwest Ohio 25000 Rose Garden Center for Hope and Healing 2020 Madison Avenue Covington KY 41014 None PC Operating support for free medical clinic for low-income/uninsured adults 10000 Focus on Youth 8904 Brookside Avenue West Chester OH 45069 None PC Funding for Behavioral Health Program providing mental health services to children and families 25000 Gr Cincinnati Behavioral Health Services 1501 Madison Road Cincinnati OH 45206 None PC Funding for GCB Connects program providing immediate aid to clients seeking mental health and addiction treatment 25000 Our Daily Bread 1730 Race Street Cincinnati OH 45202 None PC Operating support to provide meals for homeless individuals 15000 Jewish Family Service 9395 Kenwood Road Cincinnati OH 45242 None PC Funding for Vital Support Center providing food pantry and emergency services for low-income individuals 10000 People Working Cooperatively 4612 Paddock Road Cincinnati OH 45229 None PC Funding for Home Repairs and Modifications for Individuals with Disabilities program 25000 Circle Tail Inc 8834 Carey Lane Pleasant Plain OH 45162 None PC Funding for assistance dog training for placement with disabled individuals 20000 Autism Connections PO Box 75 Milford OH 45150 None PC Funding for PEERS program teaching social skills to autistic teens and young adults 18000 Found Village 1215 William Howard Taft Rd Cincinnati OH 45206 None PC Funding for Launch2Independence program addressing mental health needs of youth exiting foster care 15000 Hearing Speech & Deaf Center 2825 Burnet Avenue 330 Cincinnati OH 45219 None PC Funding for CenterCares program providing audiology, therapy and community services for the deaf and hard of hearing 35000 Center for Addiction Treatment 830 Ezzard Charles Drive Cincinnati OH 45214 None PC Funding for Withdrawal Management Program offering inpatient and ambulatory detox services 40000 Lighthouse Youth Services 401 E McMillan Cincinnati OH 45206 None PC Funding for Sheakley Center for Youth providing emergency shelter, permanent supportive housing and services for homeless youth ages 18-24 25000 St Vincent de Paul N Kentucky 2655 Crescent Springs Road Covington KY 41017 None PC Funding for Rent and Utility Assistance Program aiding low-income individuals and families 25000 Dress for Success Cincinnati 4623 Wesley Avenue H Cincinnati OH 45212 None PC Funding for Career Transformation Center aiding low-income women in obtaining and retaining employment 15000 Beech Acres Parenting Center 615 Elsinore Place 500 Cincinnati OH 45202 None PC Funding for Beyond the Classroom integrating mental health and support services in schools 30000 DCCH Center for Children and Families 75 Orphanage Road Fort Mitchell KY 41017 None PC Funding for Residential Treatment and Trauma-Informed Behavioral Therapy Program aiding abused children ages 6-14 30000 Mercy Neighborhood Ministries 1602 Madison Road Cincinnati OH 45206 None PC Funding for My Pathway to a Healthcare Career program providing job training and services to at-risk job seekers 20000 May We Help 7501 Wooster Pike Cincinnati OH 45227 None PC Funding to develop and build custom adaptive devices for disabled individuals 20000 Joseph House 1526 Republic Street Cincinnati OH 45202 None PC Capital funding for construction of new facility serving male, female and disabled veterans 75000 The Dragonfly Foundation 506 Oak Street Cincinnati OH 45219 None PC Capital funding for renovation of carriage house for family space and admin use 30000 Transitions Inc 53 W Pike Street Covington KY 41011 None PC Capital funding to renovate apartment building to expand Recovery Housing Program 50000 Special Olympics Hamilton County 4808 Interstate Drive Cincinnati OH 45246 None PC Funding for Hamilton County delegation to 2023 State of Ohio Summer Games for disabled athletes 15000 Living Arrangements for the Developmentally Disabled (LADD) 3603 Victory Parkway Cincinnati OH 45229 None PC Operating support to assist developmentally disabled adults with housing, employment, health and other services 25000 Cincinnati Zoo & Botanical Garden 3400 Vine Street Cincinnati OH 45219 None PC Capital support for expansion and renovation of Gorilla World Exhibit 727000 Down Syndome Association of Greater Cincinnati 4623 Wesley Avenue Cincinnati OH 45212 None PC Funding for Outreach Coordinator to develop partnerships with employers and educators on behalf of Down syndrome individuals 20000 2038035 0 14 12 14 1096782 18 976258 Miscellaneous Income 900099 285 0 2073337 0 2073337 0 0 0 0 0 0 0 0 0 0 UBS Corporate Bonds and Notes 100359 99660 Charles Schwab Fixed Income 5387870 4750784 UBS Common Stock 4263165 9892872 UBS Mutual Fund Equitis 2636580 2632405 Charles Schwab Equities 8253472 12763359 Charles Schwab Accrued Dividends 0 22543 6452952 6111408 0 0 General Insurance 867 0 867 Insurance 4258 0 4258 Dues & Subscriptions 3629 0 3629 Office Supplies 1213 0 1213 Telephone 2822 0 2822 Postage Expense 79 0 79 Printing & Publications 42 0 42 Miscellaneous Income 285 285 Investment Management Fees 201013 201013 0 Other Professional Fees 9117 0 9117 Federal Excise Tax 22000 0 0 Payroll Taxes 7287 996 6291