2025-07-21T05:50:07-05:00 2024-12-31 311223798 WHITMER & COMPANY CPAS LLP 615 ELSINORE PLACE SUITE 625 CINCINNATI OH 452021427 990PF 2024-01-01 261184358 RICHARD D REIS FAMILY FOUNDATION RICH 5138337347 9 WEEBETOOK LANE CINCINNATI OH 452083330 RICHARD D REIS PRESIDENT 5138337347 2025-07-03 1 1 BRIAN FOWLER CPA P00165201 5133818010 2025-07-03 2024 2025-03-06 01:10:19Z X 1130612 X X 10 10 10 22935 22935 22935 32793 141842 32793 0 55738 55738 22945 0 0 0 0 1400 0 0 0 5724 0 0 0 728 0 0 0 7852 0 0 0 52600 52600 60452 0 0 52600 -4714 55738 22945 2856 14807 14807 54700 70700 70700 616907 638694 638694 347970 406411 406411 1022433 1130612 1130612 0 0 X 0 0 0 0 1022433 1130612 1022433 1130612 1022433 1130612 1022433 -4714 112893 1130612 0 1130612 CHAS. SCHWAB ACCOUNT CN 6637-9072 P 2022-07-01 2024-11-07 141842 111962 29880 29880 CAPITAL GAINS DIVIDENDS P 2913 2913 2913 32793 0 775 0 775 0 775 427 0 0 0 427 0 348 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 1 0 0 0 1 N/A RICHARD D REIS 5138337347 9 WEEBETOOK LANE CINCINNATI OH 452083330 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD D REIS 9 WEEBETOOK LN CINCINNATI OH 45208 PRESIDENT 1.00 0 0 0 PAMELA S REIS 9 WEEBETOOK LN CINCINNATI OH 45208 OFFICER 0.25 0 0 0 JENNIFER ARNOLD 5065 W 33RD AV DENVER CO 80212 TREASURER 0.25 0 0 0 DR ASHELY E REIS 10229 LANSHIRE DR DALLAS TX 75238 SECRETARY 0.25 0 0 0 NONE 0 NONE 0 MONETARY DONTATION OF $2,500 TO XAVIER UNIVERSITY 0 MONETARY DONTATION OF $2,500 TO UNIVERSITY OF KENTUCKY 0 MONETARY DONTATION OF $2,500 TO VANDERBILT UNIVERSITY 0 MONETARY DONTATION OF $2,500 TO NORTHWESTERN UNIVERSITY 0 0 1004991 8831 62700 1076522 0 0 1076522 16148 1060374 53019 X 52600 0 52600 X 22945 23940 19688 15876 82449 19503 20349 16735 13495 70082 52600 51125 58296 54450 216471 0 0 0 0 0 52600 51125 58296 54450 216471 1130612 1022433 949460 1161910 4264415 0 0 0 0 0 0 RICHARD D REIS 9 WEEBETOOK LN CINCINNATI OH 45208 5138337347 RICHIE8@AOL.COM WRITTEN REQUEST WITH ALL PERTINENT DATA PREFER ALL REQUESTS BE SUBMITTED BY AUGUST OF EACH YEAR MOST MONIES ARE FOR EDUCATION PURPOSES IN THE UNITED STATES. MOST GRANTS ARE NOT GREATER THAN $2,500. FIRST TEE OF GREATER CINCINNATI 4747 PLAYFIELD LN CINCINNATI OH 45226 NC TO BE USED BY THE ORGANIZATIONS IN THE MANNER MOST BENEFICIAL 2000 13 DONATIONS OF 600 OR LESS TO EACH ORGANIZATION 9 WEEBETOOK LANE CINCINNATI OH 45208 NC TO BE USED BY THE ORGANIZATIONS IN THE MANNER MOST BENEFICIAL 5100 ACADEMY OF WORLD LANGUAGES 2030 FAIRFAX AVE CINCINNATI OH 45207 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 ARMSTRONG CHAPEL 5125 DRAKE RD CINCINNATI OH 45243 NC TO BE USED BY THE ORGANIZATIONS IN THE MANNER MOST BENEFICIAL 1500 CURE SMA 925 BUSSE RD ELK GROVE VILLAGE IL 60007 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 BEECH ACRES 6881 BEECHMONT AVE CINCINNATI OH 45230 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 2000 BREAKTHROUGH CINCINNATI 6905 GIVEN RD CINCINNATI OH 45243 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 CINCINNATI CHILDREN'S HOSPITAL 3333 BURNET AVE CINCINNATI OH 45229 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1500 CLEMSON UNIVERSITY PO BOX 1889 CLEMSON SC 29633 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 2500 CORRALL 3620 KILDAIRE FARM RD CARY NC 27518 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 2000 DENTON ANIMAL SUPPORT FUND PO BOX 486 DENTON TX 76202 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 DOHN SCHOOL 608 E MCMILLAN ST CINCINNATI OH 45206 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 2000 FRIENDS OF DALLAS ANIMAL SERVICES 2911 TURTLE CREEK BLVD STE 300 DALLAS TX 75219 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 INDIAN HILL FOUNDATION 6855 DRAKE RD CINCINNATI OH 45243 NC TO BE USED BY THE ORGANIZATIONS IN THE MANNER MOST BENEFICIAL 1500 LIGHTHOUSE YOUTH & FAMILY SERVICES 401 EAST MCMILLAN CINCINNATI OH 45206 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 MENTAL HEALTH & RECOVERY SERVICES OF JACKSON HOLE PO BOX 1868 JACKSON WY 83001 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 NATIONAL COURT REPORTERS FUND 12030 SUNRISE VALLEY DR 400 RESTON VA 20191 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 NORTHWESTERN UNIVERSITY 1201 DAVIS ST EVANSTON IL 60208 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 2500 OHIO COURT REPORTERS FUND 605 NORTH HIGH ST COLUMBUS OH 43215 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 POLITE TUMOR C/O E BROWN 349 N WASHINGTON DENVER CO 80203 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 2000 ROBBIE'S HOPE 3440 YOUNGFIELD ST STE 267 WHEAT RIDGE CO 80033 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 SAVANNAH COLLEGE OF ART & DESIGN PO BOX 3146 SAVANNAH GA 31402 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 2500 UNIV OF KENTUCKY ENGLISH DEPT STURGILL PHILANTHROPY BLDG LEXINGTON KY 40506 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 5000 VANDERBILT UNIVERSITY 2201 WEST END AV NASHVILLE TN 37235 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 2500 WYOMING UNTRAPPED PO BOX 9004 JACKSON WY 83002 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 XAVIER UNIVERSITY 3800 VICTORY PKWY CINCINNATI OH 45207 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 3000 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE AVE CINCINNATI OH 45236 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 CHURCH OF OUR SAVIOR 65 E HOLLISTER ST CARY OH 45219 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 STEPPING STONES LEARNING CENTER 756 OHIO PIKE CINCINNATI OH 45245 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 WESTERN LITERATURE ASSOC PO BOX 6815 LOGAN UT 84341 NC TO BE USED BY THE ORGANIZATION IN THE MANNER MOST BENEFICIAL 1000 52600 0 10 22935 32793 0 0 55738 55738 4 ALL DIVIDEND INCOME GENERATED IS USED TO INCREASE THE FOUNDATION'S 4 ABILITY TO MAKE DONATIONS 8 ALL SALES OF INVESTMENTS IN THE FOUNDATION'S PORTFOLIO ARE MADE WITH 8 THE INTENTION OF INCREASING THE FOUNDATION'S ABILITY TO MAKE DONATIONS 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION FEES 1400 0 0 0 EQUITIES 638694 638694 MUTUAL FUNDS & EXCHANGE TRADED FUNDS FMV 394611 394611 REIT FMV 11800 11800 INCREASE IN MARKET VALUE 112893 INVESTMENT ADVISORY FEES 5724 0 0 0 2023 TAX PAID IN 2024 0 0 0 0 CURRENT YEAR ESTIMATED PAYMENT 427 0 0 0 FOREIGN TAXES 301 0 0 0