2025-08-07T08:42:28-04:00 2024-11-30 D3Financials LLC 1210 Meadow Bridge Dr Dayton OH 45434 990PF 2023-12-01 316026027 SHERMAN-STANDARD REGISTER FOUNDATION SHER 250 GLENRIDGE RD Dayton OH 45429 JOHN Q SHERMAN II PRESIDENT 2025-07-15 false true Nathaniel Burger CPA P02304598 9374311040 2025-08-07 X 2023 2025-03-06 01:10:19Z X 1407723 X X 9151 9151 14543 14543 9137 121453 9137 5320 32831 32831 5320 2100 2100 12366 12366 968 968 215 215 15649 15649 0 73500 0 89149 15649 0 -56318 17182 5320 3453 1702 1702 207732 240265 240265 545121 458021 1165756 756306 699988 1407723 0 0 X 756306 699988 756306 699988 756306 699988 756306 -56318 699988 699988 75 BIIB P 2023-03-02 2024-01-25 18452 20179 -1727 1 COP P 2021-01-01 2024-09-27 104 120 -16 200 DKNG P 2021-01-01 2024-09-27 8058 12000 -3942 111 QTEC P 2024-01-02 2024-09-27 21290 19979 1311 874 RDN P 2021-01-01 2024-09-27 30321 22580 7741 1 TGT P 2018-11-20 2024-09-27 155 128 27 372 TPR P 2023-03-14 2024-01-25 14216 15302 -1086 1 WFC P 2021-01-01 2024-01-25 50 43 7 100 WLK P 2023-06-05 2024-01-25 13851 10570 3281 100WLK P 2023-06-05 2024-01-25 14956 11415 3541 9137 5320 239 0 239 0 239 239 false false false false false false false true true true false false false false true JOHN Q SHERMAN 9372984768 250 GLENRIDGE RD Dayton OH 45429 false false false false false false false false false false false false false false false false false false false false JOHN Q SHERMAN II 250 GLENRIDGE ROAD Dayton OH 45429 PRESIDENTTRUSTEE 0.25 0 0 0 DAVID E CLAPPER 135 HALIFAX Vandalia OH 45377 TRUSTEE 0.25 0 0 0 NONE 0 NONE 1079884 227896 0 1307780 0 1307780 19617 1288163 64408 64408 239 239 64169 64169 64169 0 64169 68750 64000 54925 187675 64169 64169 123506 0 4581 118925 64000 54925 X DAYTON HISTORYCARILLON PARK 1000 CARILLON BLVD Dayton OH 45409 NONE NC GENERAL SUPPORT 25000 ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE Memphis TN 38105 NONE NC GENERAL SUPPORT 5000 MVG ASSOCIATION 263 REGENCY DRIVE Dayton OH 45459 NONE NC GENERAL SUPPORT 15000 CRAYONS TO CLASSROOMS 1750 WOODMAN DRIVE Dayton OH 45420 NONE NC GENERAL SUPPORT 10000 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD Staten Island NY 10306 NONE NC GENERAL SUPPORT 10000 ALZHEIMER ASSOC 31 WEST WHIPP ROAD Dayton OH 45459 NONE NC GENERAL SUPPORT 2500 DAYTON FOUNDATIONMAKEATHON 1401 S MAIN STREET Dayton OH 45409 NONE NC GENERAL SUPPORT 4000 MORAINE COUNTRY CLUB FOUNDATION 4075 SOUTHERN BLVD Dayton OH 45429 NONE NC GENERLA SUPPORT 2000 73500 0 14 9151 14 14543 18 9137 32831 32831 false false false false false false false false false false PROFESSIONAL FEES 2100 2100 0 0 323 APPLE 2113 76658 38 ACCENTURE 2288 13770 5 BOOKING HOLDINGS 3372 26010 103 CINCINNATI FINANCIAL 2863 16462 61 CUMMINS 8939 22877 31 COSTCO 2612 30128 209 ISHARES MSCI 22349 23880 240 FRANKLIN ELECTRIC 21936 25992 180 ALPHABET A 3321 30411 33 W W GRAINGER 8229 39776 335 ISHARES TECH 22060 35095 20 INTUIT 1963 12835 469 FRANKLIN INTELLIGENT 22517 31704 68 ILLINOIS TOOL 8935 18871 137 J P MORGAN 6118 34212 109 COCA-COLA 3722 6985 153 LENNAR 14976 26682 28 LOCKHEED 10059 14823 65 MASTERCARD 3195 34641 103 MARRIOTT 8909 29776 40 MCDONALDS 3583 11840 301 MORGAN STANLEY 7158 39615 76 MICROSOFT 3633 32183 25 NETFLEX 10000 22170 71 NIKE 1677 5593 111 ORACLE 1454 20517 196 PFIZER 4774 5137 51 PROCTOR & GAMBLE 2193 9142 58 PHILLIPS 3857 7771 215 FIRST TRUST NASDQ 22042 28275 79 RESTAURANT BRANDS 4845 5499 25 ROPER TECH 4751 14161 157 REPUBLIC SERVICES 5024 34273 81 RTX CORP 2803 9868 133 STARBUCKS 3761 13627 41 THERMO FISHER 1845 21715 24 WARNER BROS 9 3 153 WALMART 3125 14153 2038 DODGE & COX INTL 75187 107683 865 EATON VANCE EMGR 12673 12627 1777 J P MORGAN CAP 56796 101254 1957 PRINCIPAL MIDCAP 46313 97032 43 FRANKLIN TEMPLETON GLOBAL 42 30 BIOGEN 0 0 CONOCO PHILLIPS 0 0 TAPESTRY 0 0 DRAFTKINGS 0 0 WESTLAKE 0 0 RADIAN GROUP 0 0 TARGET CORP 0 0 WELLS FARGO & CO 0 0 LICENSES 215 215 0 0 CUSTODIAN- BROKER 12366 12366 0 0 TAXES 968 968 0 0