2024-07-17T07:34:42-05:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2023-01-01 814714113 THE HEALEY LIDDLE FAMILY FOUNDATION HEAL 5135616161 8675 INDIAN HILL RD CINCINNATI OH 45243 BRUCE A HEALEY DIRECTOR 5135616161 2024-06-27 1 BRUCE HEALEY XXX-XX-XXXX 1 PATRICK M SEMANCIK P00058765 5132413111 2024-06-27 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 784734 X X 336 336 17484 17484 53110 325123 53110 1206 0 72136 70930 0 0 0 2550 1275 1275 10378 10378 0 214 0 0 13142 11653 1275 189750 189750 202892 11653 191025 -130756 59277 5395 20691 20691 328743 275894 608049 192030 130273 132576 57640 26194 23418 583808 453052 784734 0 0 X 0 0 0 0 583808 453052 583808 453052 583808 453052 583808 -130756 0 453052 0 453052 FIFTH THIRD - LT 325123 272013 53110 53110 53110 824 0 824 0 824 500 0 750 0 1250 0 426 426 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A BRUCE HEALEY 5135616161 8675 INDIAN HILL ROAD CINCINNATI OH 45243 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MELAINE HEALEY 8675 INDIAN HILL ROAD CINCINNATI OH 45243 PRESIDENT 2.00 0 0 0 BRUCE HEALEY 8675 INDIAN HILL ROAD CINCINNATI OH 45243 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 799561 13043 0 812604 0 0 812604 12189 800415 40021 40021 824 824 39197 0 39197 0 39197 191025 0 191025 39197 0 0 13446 31100 98863 63611 30860 237880 191025 0 0 0 39197 151828 0 0 389708 0 0 0 0 0 0 13446 376262 31100 98863 63611 30860 151828 X ARTSWAVE 20 E CENTRAL PARKWAY CINCINNATI OH 45202 NONE PC OPERATING SUPPORT 10000 CINCINNATI SYMPHONY 1241 ELM STREET CINCINNATI OH 45202 NONE PC OPERATING SUPPORT 113000 GREATER CINCINNATI FOUNDATION - P&G FOUNDATION FUND 720 E PETE ROSE WAY 120 CINCINNATI OH 45202 NONE PC OPERATING SUPPORT 10000 ST JOSEPH HOME 10722 WYSCARVER ROAD CINCINNATI OH 45241 NONE PC OPERATING SUPPORT 2500 THE CEI FOUNDATION 1945 CEI DRIVE CINCINNATI OH 45242 NONE PC OPERATING SUPPORT 16500 UNITED WAY OF GREATER CINCINNATI 2400 READING ROAD CINCINNATI OH 45202 NONE PC OPERATING SUPPORT 35000 HER CINCINNATI ORGANIZATION 2401 READING ROAD CINCINNATI OH 45202 NONE PC OPERATING SUPPORT 250 AMERICAN HEART ASSOCIATION 9825 KENWOOD RD BLUE ASH OH 45202 NONE PC OPERATING SUPPORT 2500 189750 0 14 336 14 17484 14 1206 18 53110 0 72136 0 72136 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 2550 1275 1275 CORPORATE BONDS 130273 132576 CORPORATE STOCK 275894 608049 MUTUAL FUNDS AT COST 10489 10164 ETFS AT COST 15705 13254 OTHER MISC EXPENSES 214 0 0 FEDERAL TAX REFUND 1206 0 1206 INVESTMENT MANAGEMENT FEES 10378 10378 0