2025-04-01T19:23:41-05:00 2024-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990PF 2024-01-01 316180254 SCHULZINGER FRANKEL FAMILY FOUNDATION SCHU 5138915522 2444 MADISON ROAD UNIT 1507 CINCINNATI OH 45208 PENINAH FRANKEL PRESIDENT/TREASURER 5138915522 2025-03-25 1 0 JAMI VALLANDINGHAM P00003471 8593313300 2025-03-25 2024 2025-03-06 01:10:19Z X 480589 X X 9828 9828 13492 15052 13492 23320 23320 0 0 0 100 0 100 1310 0 1310 175 175 0 250 0 0 100 0 100 1935 175 1510 18524 18524 20459 175 20034 2861 23145 5165 9339 9339 166909 165710 471250 172074 175049 480589 0 0 X 191804 191804 0 0 -19730 -16755 172074 175049 172074 175049 172074 2861 114 175049 0 175049 PUBLICLY TRADED SECURITIES 15052 1560 13492 13492 13492 322 0 322 0 322 0 0 0 0 0 0 322 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 0 0 0 1 N/A PENINAH T FRANKEL 5138915522 2444 MADISON ROAD UNIT 1507 CINCINNATI OH 45208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PENINAH FRANKEL 2444 MADISON ROAD UNIT 1507 CINCINNATI OH 45208 PRESIDENT & TREASURER 1.00 0 0 0 STEVEN FRANKEL 4162 FIELDSEDGE DRIVE MASON OH 45040 VICE PRESIDENT & SECRETARY 1.00 0 0 0 DEENA FREWEN 7224 POWELL STREET DOWNERS GROVE IL 60516 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 446627 7252 0 453879 0 0 453879 6808 447071 22354 22354 322 322 22032 0 22032 0 22032 20034 0 20034 22032 18495 0 0 20034 18495 0 0 1539 0 0 0 0 0 0 0 0 20493 0 0 0 X AARP FOUNDATION 601 E STREET WASHINGTON DC 20049 PC CHARITABLE - GENERAL SUPPORT 25 ADATH ISRAEL CONGREGATION 3201 EAST GALBRAITH ROAD CINCINNATI OH 45236 PC CHARITABLE - GENERAL SUPPORT 4329 AMERICAN JEWISH ARCHIVES 3101 CLIFTON AVENUE CINCINNATI OH 45220 PC CHARITABLE - GENERAL SUPPORT 100 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 PC CHARITABLE - GENERAL SUPPORT 45 CINCINNATI CHAMBER ORCHESTRA 650 WALNUT ST CINCINNATI OH 45202 PC CHARITABLE - GENERAL SUPPORT 100 CINCINNATI SYMPHONY CLUB 1243 ELM ST CINCINNATI OH 45202 PC CHARITABLE - GENERAL SUPPORT 325 CINCINNATI SYMPHONY ORCHESTRA 1241 ELM STREET CINCINNATI OH 45202 PC CHARITABLE - GENERAL SUPPORT 100 CONGBNAI TIKVAH 688 GREEN BAY ROAD HIGHLAND PARK IL 60035 PC CHARITABLE - GENERAL SUPPORT 2125 CONGRETATION ETZ CHAIM 1710 S HIGHLAND AVE LOMBARD IL 60148 PC CHARITABLE - GENERAL SUPPORT 2100 HADASSAH 40 WALL STREET NEW YORK NY 10005 PC CHARITABLE - GENERAL SUPPORT 150 HILLEL INTERNATIONAL 800 EIGHTH STREET NW WASHINGTON DC 20001 PC CHARITABLE - GENERAL SUPPORT 100 JEWISH FEDERATION OF CINCINNATI 8401 MONTGOMERY ROAD CINCINNATI OH 45212 PC CHARITABLE - GENERAL SUPPORT 360 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 PC CHARITABLE - GENERAL SUPPORT 1800 LIGHTHOUSE YOUTH AND FAMILY SERVICES 401 E MCMILLIAN STREET CINCINNATI OH 45206 PC CHARITABLE - GENERAL SUPPORT 250 LINTON CHAMBER MUSIC 1241 ELM ST CINCINNATI OH 45202 PC CHARITABLE - GENERAL SUPPORT 100 STANDWITHUS PO BOX 341069 LOS ANGELES CA 90034 PC CHARITABLE - GENERAL SUPPORT 100 TEMPLE BETH EL 5101 PROVIDENCE RD CHARLOTTE NC 28226 PC CHARITABLE - GENERAL SUPPORT 2000 UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM 120 BROADWAY SUITE 1540 NEW YORK NY 10271 PC CHARITABLE - GENERAL SUPPORT 108 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 PC CHARITABLE - GENERAL SUPPORT 150 WALNUT HILLS HIGH SCHOOL ALUMNI FOUNDATION 3250 VICTORY PARKWAY CINCINNATI OH 45207 PC CHARITABLE - GENERAL SUPPORT 100 WORLD JEWISH CONGRESS 501 MADISON AVENUE NEW YORK NY 10022 PC CHARITABLE - GENERAL SUPPORT 72 ROADSHOW INC 1795 S WASHINGTON ST 101 NAPERVILLE IL 60565 PC CHARITABLE - GENERAL SUPPORT 3500 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 PC CHARITABLE - GENERAL SUPPORT 100 TARAH FUND 2444 MADISON ROAD UNIT 1507 CINCINNATI OH 45208 PC CHARITABLE - GENERAL SUPPORT 100 CET 1223 CENTRAL PARKWAY CINCINNATI OH 45214 PC CHARITABLE - GENERAL SUPPORT 75 FREESTORE FOODBANK 112 E LIBERTY STREET CINCINNATI OH 45202 PC CHARITABLE - GENERAL SUPPORT 25 SHRINERS CHILDRENS ONE CHILDRENS PLAZA 2 WEST DAYTON OH 45404 PC CHARITABLE - GENERAL SUPPORT 50 B NAI B RITH INTERNATIONAL 1120 20TH ST NW SUITE 300 NORTH WASHINGTON DC 20036 PC CHARITABLE - GENERAL SUPPORT 25 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PC CHARITABLE - GENERAL SUPPORT 35 ENVIRONMENTAL DEFENSE FUND 257 PARK AVE SOUTH NEW YORK NY 10010 PC CHARITABLE - GENERAL SUPPORT 25 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 PC CHARITABLE - GENERAL SUPPORT 50 18524 0 14 9828 18 13492 0 23320 0 23320 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1310 0 1310 TAXPAYER HEREBY ELECTS TO TREAT THE EXCESS 2023 QUALIFYING DISTRIBUTIONS REMAINING TO THE UNDISTRIBUTED INCOME FROM 2019. ABBOT 31609 56555 EXXON MOBIL 18345 88850 ELI LILLY 38344 64542 MERCK 15596 200720 ABBVIE INC 60000 59688 ORGANON 1816 895 LEGAL FEES 100 0 100 SECRETARY OF STATE/ATTORNEY GENERAL 100 0 100 BOOK BASIS ADJUSTMENT 114 INVESTMENT MANAGEMENT FEES 175 175 0 FEDERAL EXCISE TAXES 250 0 0