2024-11-07T14:44:36-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990PF 2023-01-01 454039439 SCOTT & MARGY TRUMBULL FAMILY FOUNDATION SCOT 4195369903 2567 OLDE BROOKESIDE RD OTTAWA HILLS OH 43615 MARGARET U TRUMBULL PRESIDENT, VP, SECRETARY 4195369903 2024-11-01 1 1 HEIDI FERGUSON P00410007 4197942000 2024-11-01 2023 2024-10-15 13:58:12Z X 618364 X 83350 1771 1771 13333 13333 116468 273659 116468 214922 131572 0 0 0 6090 3045 3045 569 569 0 1527 1527 0 8186 5141 3045 207000 207000 215186 5141 210045 -264 126431 4584 24360 24360 490110 469832 594004 494694 494192 618364 0 0 X 586740 586740 0 0 -92046 -92548 494694 494192 494694 494192 494694 -264 216 494646 454 494192 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 273659 157191 116468 116468 116468 1757 0 1757 0 1757 6097 0 0 0 6097 0 4340 4340 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 N/A MARGARET U TRUMBULL 4195369903 2567 OLDE BROOKESIDE RD OTTAWA HILLS OH 43615 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MARGARET U TRUMBULL 2567 OLDE BROOKESIDE RD OTTAWA HILLS OH 43615 PRESIDENT, VP, SECRETARY 0.10 0 0 0 FRANK D JACOBS ONE SEAGATE 24TH FL PO BOX 10032 TOLEDO OH 43699 ASSISTANT SECRETARY 0.05 0 0 0 MARK H BOSS ONE SEAGATE 24TH FL PO BOX 10032 TOLEDO OH 43699 ASSISTANT SECRETARY 0.05 0 0 0 NONE 0 NONE 0 0 538191 60184 0 598375 0 0 598375 8976 589399 29470 29470 1757 1757 27713 0 27713 0 27713 210045 0 210045 27713 0 0 332524 212162 126719 130341 194506 996252 210045 0 0 0 27713 182332 0 0 1178584 0 0 0 0 0 0 332524 846060 212162 126719 130341 194506 182332 MARGARET U TRUMBULL X AFRICAN WILDLIFE CONSERVATION FUND 5037 SW 28TH AVE FORT LAUDERDALE FL 33312 N/A PC GENERAL SUPPORT 10000 BSBO 13551 WEST STATE ROUTE 2 OAK HARBOR OH 43449 N/A PC GENERAL SUPPORT 5000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC GENERAL SUPPORT 3000 DAYCROFT SCHOOL 1095 N ZEEB RD ANN ARBOR MI 48103 N/A PC GENERAL SUPPORT 10000 DENISON UNIVERSITY 100 W COLLEGE ST GRANVILLE OH 43023 N/A PC GENERAL SUPPORT 10500 DEPAUL SCHOOL FOR THE HEARING & SPEECH 6202 ALDER STREET PITTSBURGH PA 15206 N/A PC GENERAL SUPPORT 2000 ELE'S PLACE 5665 HINES DR ANN ARBOR MI 48108 N/A PC GENERAL SUPPORT 2500 GLENVIEW METHODIST PRESCHOOL 727 HARLEM AVE GLENVIEW IL 60025 N/A PC GENERAL SUPPORT 10000 GOOD GRIEF OF NW OHIO 440 S REYNOLDS RD STE D TOLEDO OH 43615 N/A PC GENERAL SUPPORT 5000 HOMESTRETCH 303 SOUTH MAPLE AVE STE 400 FALLS CHURCH VA 22046 N/A PC GENERAL SUPPORT 1000 HURON WATERLOO PATHWAYS INITIATIVE 339 E LIBERTY ST STE 320 ANN ARBOR MI 48104 N/A PC GENERAL SUPPORT 2500 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 N/A PC GENERAL SUPPORT 4000 KIROTSHE FOUNDATION 899 EDDY RD CLEVELAND OH 44108 N/A POF GENERAL SUPPORT 1000 LAWRENCE UNIVERSITY 711 E BOLDT WAY APPLETON WI 54911 N/A PC GENERAL SUPPORT 50000 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 N/A PC GENERAL SUPPORT 10000 MICHIGAN THEATRE 603 E LIBERTY ANN ARBOR MI 48104 N/A PC GENERAL SUPPORT 3500 NORTH SHORE COUNTRY CLUB 1340 GLENVIEW RD GLENVIEW IL 60025 N/A PC GENERAL SUPPORT 2500 PROMEDICA FOUNDATION YWCA CAPITAL CAMPAIGN 444 N SUMMIT ST TOLEDO OH 43604 N/A PC GENERAL SUPPORT 20000 TOLEDO MUSEUM OF ART 2445 MONROE ST TOLEDO OH 43620 N/A PC GENERAL SUPPORT 50000 TOLEDO SCHOOL FOR THE ARTS 333 14TH ST STE 4 TOLEDO OH 43604 N/A PC GENERAL SUPPORT 500 US COMMITTEE FOR REFUGEES & IMMIGRANTS 2231 CRYSTAL DR STE 350 ARLINGTON VA 22202 N/A PC GENERAL SUPPORT 2000 ZIMBABWE RHINO PROJECT 9900 SW WILSHIRE ST STE 100 PORTLAND OR 97225 N/A PC GENERAL SUPPORT 2000 207000 0 14 1771 14 13333 18 116468 0 131572 0 131572 0 0 0 0 0 0 0 0 0 0 X X 1 MARGARET U TRUMBULL 2567 OLDE BROOKESIDE RD OTTAWA HILLS OH 43615 134989 X 1 1,789 SHARES OF ISHARES MSCI EAFE 134989 2023-12-28 TAX PREP 6090 3045 3045 KIROTSHE FOUNDATION 899 EDDY RD CLEVELAND OH 44108 2023-12-28 1000 GENERAL SUPPORT PURSUANT TO THE RULES ESTABLISHED BY THE STATE OF OHIO'S OFFICE OF THE ATTORNEY GENERAL, THE FOUNDATION HAS COMPLIED WITH THE ONLINE SUBMISSION OF THE ANNUAL FINANCIAL REPORT TO THE STATE OF THE OHIO'S ATTORNEY GENERAL OFFICE IN LIEU OF A COPY OF THE FEDERAL FORM 990. ISHARES S&P MIDCAP 400 INDEX 17166 26329 PROSHARES TR S&P 500 DV ARIST 36278 49218 SPDR S&P 500 ETF TRUST 77336 121204 VANGUARD FTSE EMERGING MARKETS 27666 26181 BLACKROCK CORE BOND PTF I 135648 126578 ISHARES CORE S&P SMALL CAP E 10957 15263 ISHARES INC MSCI JAPAN 17919 19306 ISHARES MSCI EAFE ETF 146862 209925 DIVIDEND CLAIMED PR YR 124 MARK TO MARKET 330 INVESTMENT FEE 1527 1527 0 NONDIVIDEND DISTRIBUTION 216 FOREIGN TAXES PAID 569 569 0