2024-06-11T14:34:25-05:00 2023-12-31 311048275 RUDLER PSC SUITE 200 809 WRIGHTS SUMMIT PARKWAY FORT WRIGHT KY 41011 990PF 2023-01-01 311039467 WARD FAMILY FOUNDATION ATTN MR BILL WARD WARD 5133981379 7490 EASY STREET MASON OH 45040 BILL WARD DIRECTOR 5133981379 2024-06-03 1 BILL WARD 999009999 0 JEFF EPPLEN P01442454 8593311717 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2546367 X X 3398 3398 3398 37249 37249 37249 149258 870015 149258 17067 189905 189905 57714 90000 0 90000 0 3250 0 3250 0 43343 23046 20297 0 136593 23046 113547 0 8000 8000 144593 23046 113547 8000 45312 166859 0 130985 197846 197846 1487167 1465618 2348521 1618152 1663464 2546367 0 0 X 0 0 0 0 1618152 1663464 1618152 1663464 1618152 1663464 1618152 45312 0 1663464 0 1663464 FIFTH THIRD INVESTMENTS P 2023-12-31 80488 63421 17067 17067 FIFTH THIRD INVESTMENTS P 2023-12-31 757898 647926 109972 109972 FIFTH THIRD INVESTMENTS P 2023-12-31 29356 9410 19946 19946 CAPITAL GAINS DIVIDENDS P 2273 2273 2273 149258 17067 2319 0 2319 0 2319 2277 0 42 0 2319 0 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 1 0 0 0 0 N/A BILL WARD 5137717990 7490 EASY STREET MASON OH 45040 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BILL WARD 219 HILLTOP LANE CINCINNATI OH 45215 PRESIDENT 4.00 30000 0 0 SALLY WARD 1832 LAUNA SAN FRANCISCO CA 94115 VICE PRESIDENT 4.00 30000 0 0 LUCY WARD 2631 ERIE AVENUE SUITE 1 CINCINNATI OH 45208 VICE PRESIDENT 4.00 30000 0 0 NONE 0 NONE 0 PROVIDING FINANCIAL ASSISTANCE TO CHARITABLE ORGANIZATIONS THROUGH DIRECT CONTRIBUTIONS. 0 N/A 0 0 2203353 119289 0 2322642 0 0 2322642 34840 2287802 114390 X 8000 0 8000 X 0 0 43021 58203 101224 0 0 36568 49473 86040 8000 6750 8700 31006 54456 0 0 0 0 0 8000 6750 8700 31006 54456 2692447 2331553 5024000 2692447 2331553 5024000 76260 75451 71519 67089 290319 0 0 0 238489 -3376 235113 X ALZHEIMERS ASSOCIATION 644 LINN ST 1026 CINCINNATI OH 45203 NONE PROGRAMS AND OPERATIONS 500 CATCHLIGHT 1150 25TH STREET SAN FRANCISCO CA 94107 NONE PROGRAMS AND OPERATIONS 1000 GOLDEN GATE NATIONAL PARK BUILDING 201 FORT MASON SAN FRANCISCO CA 94120 NONE PROGRAM AND OPERATIONS 2000 JACK LONDON PARK 2400 LONDON RANCH ROAD GLEN ELLEN CA 95442 NONE PROGRAMS AND OPERATIONS 1000 SAN FRANCISCO MUSEUM OF MODERN ART 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 NONE PROGRAM AND OPERATIONS 2500 CARNEGIE ARTS EDUCATION 1028 SCOTT BLVD COVINGTON KY 41011 NONE PROGRAM AND OPERATIONS 1000 8000 0 14 3398 14 37249 18 149258 0 189905 0 189905 3 PROVIDES FUNDING FOR THE FOUNDATION WHILE ALSO PROVIDING A MEANS OF MAINTAINING CORPUS UNTIL SUCH TIME AS ACTUAL FUNDS ARE DISTRIBUTED. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3250 0 3250 0 FIFTH THIRD 1098859 1898616 VANGUARD 289088 382639 STIFEL 77671 67266 AGENCY FEES 22794 22794 0 0 MISCELLANEOUS FEES 22 0 22 0 OHIO ATTY GENERAL FEE 200 0 200 0 MISCELLANEOUS FEES 20000 0 20000 0 OTHER TAXES 75 0 75 0 INVESTMENT FEES 252 252 0 0