2024-10-09T16:05:21-04:00 2023-12-31 822305282 JRL FINANCIAL LLC 414 HIGHLAND AVE FORT MITCHELL KY 410172900 990PF 2023-01-01 844050991 WOLNITZEK FAMILY FOUNDATION WOLN 8593930300 2652 CRESCENT SPRINGS PIKE ERLANGER KY 41017 JEFFREY WOLNITZEK TAX CONTACT 8593930300 2024-10-05 true JODY R LANGE P01362153 8598036475 2024-10-07 X 2023 2024-10-15 13:58:12Z X 922695 X 200000 X 10494 10494 10494 -15903 207735 4863 194591 15357 10494 380 380 3311 3311 3691 3691 0 35500 35500 39191 3691 35500 155400 11666 10494 185449 179862 179862 170000 170000 554550 545537 572833 739999 895399 922695 0 X 739999 895399 739999 895399 739999 895399 739999 155400 895399 895399 4863 162 162 162 162 false false false false false false false true true true false false false false true N/A JEFFREY WOLNITZEK 8593930300 3463 REEVES DR FT WRIGHT KY 41017 false false false false false false false false false false false false false false false false false false false false F CASEY WOLNITZEK 2652 CRESCENT SPRINGS PK ERLANGER KY 41017 PRESIDENT 000.00 0 0 0 CARLY WOLNITZEK 2652 CRESCENT SPRINGS PK ERLANGER KY 41017 SECRETARY 000.00 0 0 0 CONNOR WOLNITZEK 2652 CRESCENT SPRINGS PK ERLANGER KY 41017 TREASURER 000.00 0 0 0 NONE NONE N/A 532500 189101 0 721601 721601 10824 710777 35539 35539 162 162 35377 35377 35377 35500 35500 35377 11746 35500 11746 23754 11623 X ACUE 1125 MAISON AVE COVINGTON KY 41011 EDUCATION 6000 CASA (KENTONCAMPBELL) 1504 RUSSELL ST COVINGTON KY 41011 SUPPORT ABUSED/NEGLECTED KIDS 11500 CORYVILLE CATHOLIC SCHOOL 108 CALHOUN STREET CINCINNATI OH 45219 EDUCATION 4000 WHITE TOWER ELEMENTARY 2977 HARRIS PIKE INDEPENDENCE KY 41051 EDUCATION 3000 ALZHEIMER'S ASSOCIATION 720 E PETE ROSE WAY SUITE 330 CINCINNATI OH 45202 RESEARCH 7000 HOLY FAMILY SCHOOL 338 E 16TH ST COVINGTON KY 41014 EDUCATION 1000 HOLY CROSS ELEMENTARY 3615 CHURCH ST LATONIA KY 41015 TEXTBOOKS & EDUCATION 3000 35500 10494 -15903 -5409 -5409 false false false false false false false false false false PER MORGAN STANLEY STMT 2023-01 PURCHASE 2023-12 27431 27078 353 PER MORGAN STANLEY STMT 2022-01 PURCHASE 2023-12 175441 196560 -21119 MORGAN STANLEY 48927 AT COST 142905 137969 MORGAN STANLEY 41082 AT COST 402632 434864 EXPENSES INVESTMENT ACCOUNT FEES 3494 3494 MISC -183 -183 FOREIGN TAXES FROM INVESTMENTS 293 293 EXCISE TAX 87 87