2025-11-17T16:01:24-06:00 2024-12-31 311452011 BURKE CPAS & ADVISORS PLL 901 ADAMS CROSSING CINCINNATI OH 45202 990PF 2024-01-01 311659080 THE JAMES W GETTELFINGER FAMILY FOUNDATION JAME 5134558200 901 ADAMS CROSSING CINCINNATI OH 45202 PATRICK J BURKE TRUSTEE 5134558200 2025-11-17 1 1 JAKE BURKE P02040349 5134558200 2024 2025-03-06 01:10:19Z X 3327939 X X 86070 86070 -53584 3175995 0 32486 86070 0 0 0 23557 0 0 34771 32439 0 1500 0 0 59828 32439 0 181000 181000 240828 32439 181000 -208342 53631 191540 16138 16138 53694 53574 39519 395200 1494601 1786568 2548690 1436469 1485714 3189124 3000782 3327939 0 20000 0 20000 X 0 0 0 0 3189124 2980782 3189124 2980782 3189124 3000782 3189124 -208342 0 2980782 0 2980782 AVANTAX - ACCT HVA-131786 457698 457569 129 129 AVANTAX - ACCT HVA-131786 2705952 2772010 -66058 -66058 CAPITAL GAINS DIVIDENDS P 12345 12345 12345 -53584 745 0 745 0 745 891 0 0 0 891 0 146 146 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 N/A PATRICK J BURKE 5134558200 901 ADAMS CROSSING CINCINNATI OH 45202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICK J BURKE 901 ADAMS CROSSING CINCINNATI OH 45202 TRUSTEE 1.00 0 0 0 MARCIA A BURKE 901 ADAMS CROSSING CINCINNATI OH 45202 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3209750 47727 0 3257477 0 0 3257477 48862 3208615 160431 160431 745 745 159686 0 159686 0 159686 181000 0 181000 159686 79778 0 0 181000 79778 0 0 101222 0 0 0 0 0 0 0 0 58464 0 0 0 X BOYS HOPE GIRLS HOPE GREATER CINCINNATI 2400 READING RD STE 139 CINCINNATI OH 45202 501(C)(3) EDUCATIONAL 50000 CATHOLIC INNER CITY SCHOOLS FUND 100 E 8TH ST CINCINNATI OH 45202 501(C)(3) EDUCATIONAL 24000 DYNAMIC CATHOLIC INSTITUTE 5081 OLYMPIC BLVD ERLANGER KY 41018 501(C)(3) EDUCATIONAL 50000 ETERNAL WORD TELEVISION NETWORK 5817 OLD LEEDS RD IRONDALE AZ 35210 501(C)(3) CHARITABLE 4000 FR DANILLO ZANINI SAN JOSE CHURCH TUUANA MEXICO MX 501(C)(3) CHARITABLE 4000 LINDEN GROVE SCHOOL 4122 MYRTLE AVE CINCINNATI OH 45235 501(C)(3) EDUCATIONAL 10000 NEWPORT CATHOLIC CENTRAL HIGH SCHOOL 13 CAROTHERS RD NEWPORT KY 410712497 501(C)(3) EDUCATIONAL 25000 PREGNANCY CENTER EAST 4760 MADISON RD CINCINNATI OH 45227 501(C)(3) CHARITABLE 3000 SAINT BENEDICT'S ABBEY 12605 224TH AVE BENET LAKE WI 53102 501(C)(3) CHARITABLE 1000 WILLIAM T COAKLEY FOUNDATION 425 JACKSON BLVD NASHVILLE TN 372053407 501(C)(3) CHARITABLE 5000 SAINT MICHAEL CATHOLIC CHURCH 11144 SPINNER AVE CINCINNATI OH 45241 501(C)(3) CHARITABLE 2000 SAINT STEPHEN CATHOLIC CHURCH 3804 EASTERN AVE CINCINNATI OH 45226 501(C)(3) CHARITABLE 1000 MERCY HOUSE LIVING CENTERS PO BOX 1905 SANTA ANA CA 92702 501(C)(3) CHARITABLE 1000 COVENANT HOUSE 5 PENN PLAZA 3RD FL NEW YORK NY 10001 501(C)(3) CHARITABLE 1000 181000 0 14 86070 18 -53584 0 32486 0 32486 0 0 0 0 0 0 0 0 0 0 TAX & ACCOUNTING FEES 23557 0 0 AVANTAX #1786 EQUITIES 1494601 1786568 53574 39519 0 0 AVANTAX #1768 MUTUAL FUNDS FMV 1436469 1485714 ACCRUED CONTRIBUTIONS 0 20000 INVESTMENT MGMT FEES 34771 32439 0 TAX PAYMENT 1500 0 0