2025-09-15T11:52:08-07:00 2024-10-31 311710612 Alex & Company 8044 Montgomery Rd 420 Cincinnati OH 45236 990PF 2023-11-01 316053367 DAVID LAZARUS FAMILY FOUNDATION DAVI 5137217300 27 ELMHURST LANE CINCINNATI OH 45208 STEPHEN S LAZARUS President 2025-09-15 true true David J Alex CPA P00009212 5137941900 2023 2025-03-06 01:10:19Z X 71804 X X 21 21 21 1411 1411 1411 9549 26841 9549 10981 10981 1432 494 79 397 397 397 970 397 397 0 18000 18000 18970 397 397 18000 -7989 10584 1035 35 1157 1158 6532 49327 45222 70646 55894 46380 71804 0 X 55894 46380 55894 46380 55894 46380 55894 -7989 47905 1525 46380 PIMCO LOW DURATION INCOME SNSTL P 2018-08-07 2023-11-14 3141 3500 -359 -359 DFA GLOBAL EQUITY 1 P 2012-01-06 2024-01-23 4976 2045 2931 2931 ISHARES PREFERRED INCOME P 2016-01-28 2024-01-23 1896 2310 -414 -414 PIMCO INCOME INSTL P 2017-06-22 2024-01-23 4243 5030 -787 -787 DFA GLOBAL EQUITY 1 P 2012-01-06 2024-04-01 5976 2277 3699 3699 DFA GLOBAL EQUITY 1 P 2012-01-06 2024-10-08 5976 2130 3846 3846 Capital Gain Dividends 633 9549 147 147 147 147 0 false false false false false false false true true OH true false false false false true N/A STEPHEN LAZARUS 5137217300 27 ELMHURST LANE CINCINNATI OH 45208 false false false false false false false false false false false false false false false false false false false false false false STEPHEN S LAZARUS 27 ELMHURST LANE CINCINNATI OH 45208 President 0.00 0 DAVID LAZARUS JR 2821 LITTLE DRY RUN RD CINCINNATI OH 45244 Vice Pres 0.00 0 NONE NONE 73128 4278 0 77406 0 77406 1161 76245 3812 3812 147 147 3665 3665 3665 18000 18000 3665 21 21 18000 0 3665 14335 14356 0 14356 21 14335 STEPHEN S LAZARUS 27 ELMHURST PLACE CINCINNATI OH 45208 5137217300 ANY FORM IS SATISFACTORY NONE NONE CINCINNATI COUNTRY DAY SCHOOL 6905 GIVEN ROAD CINCINNATI OH 45243 NONE GENERAL CHARITABLE 9000 LEAGUE FOR ANIMAL WELFARE 4193 TAYLOR RD BATAVIA OH 45103 NONE GENERAL CHARITABLE 9000 18000 14 21 14 1411 633 8916 633 1432 8916 10981 false false false false false false false false false false TAX PREPARATION 494 0 0 0 EQUITY MUTUAL FUNDS AT COST 7560 21061 EXCHANGE TRADED FUNDS AT COST 37662 49585 MANAGEMENT FEES 397 397 397 EXCISE TAX 29 OHIO FILING FEE 50