2025-11-17T20:11:58-05:00 2024-12-31 990PF 2024-01-01 311580326 AMERICAN MODERN FOUNDATION AMER 8005432644 7000 MIDLAND BLVD AMELIA OH 451022608 Anthony Dirksing AVP 5139475230 2025-11-17 2024 2025-03-06 01:10:19Z X 30822 X X 1 1 1 1324 1324 1324 14240 138596 14240 0 0 0 0 0 0 0 0 15565 15565 1325 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 245 245 245 0 0 0 0 0 7 7 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 252 252 252 0 239575 239575 239827 252 252 239575 -224262 15313 1073 134926 30822 30822 275 0 0 0 0 0 0 0 42365 0 0 71982 0 0 0 0 0 0 0 0 249548 30822 30822 0 0 0 0 0 0 0 0 0 0 0 0 0 X 249548 30822 249548 30822 249548 30822 249548 -224262 5536 30822 30822 Public Traded Securities 8268 0 8039 229 229 Public Traded Securities 4228 0 4062 166 166 Public Traded Securities 2359 0 2192 167 167 Public Traded Securities 6382 0 5354 1028 1028 Public Traded Securities 7106 0 4763 2343 2343 ISHARES CORE S&P MIDCAP ETF P 2016-07-11 2024-09-18 11702 0 6105 5597 5597 Public Traded Securities 6558 0 5506 1052 1052 Public Traded Securities 5053 0 3070 1983 1983 Public Traded Securities 6087 0 5027 1060 1060 Public Traded Securities 2602 0 2375 227 227 Public Traded Securities 17563 0 18771 -1208 -1208 Public Traded Securities 9275 0 7112 2163 2163 VANGUARD FTSE DEVELOPED MARKET ETF P 2015-12-24 2024-09-18 4611 0 3350 1261 1261 VANGUARD FTSE EMERGING MARKETS ETF P 2019-02-26 2024-09-18 4315 0 4217 98 98 VANGUARD INTERMEDIATE TERM BOND ETF P 2023-03-08 2024-09-10 11255 0 11139 116 116 Public Traded Securities 9020 0 9995 -975 -975 Public Traded Securities 7813 0 7842 -29 -29 Public Traded Securities 8062 0 8677 -615 -615 Public Traded Securities 6337 0 6760 -423 -423 14240 213 213 213 152 158 0 310 97 97 0 false false false 0 0 0 false false false false true true false false false false true Tony Dirksing 8005432644 7000 MIDLAND BLVD AMELIA OH 451022608 false false false false false false false false false false false false false false false false false false false false false Kate E Reed 7000 Midland Blvd Amelia OH 45102 President 0.25 0 0 0 Ryan Donahue 7000 Midland Blvd Amelia OH 45102 VP & Treasurer 0.25 0 0 0 Eric Hunziker 7000 Midland Blvd Amelia OH 45102 VP & Secretary 0.25 0 0 0 Anthony Dirksing 7000 Midland Blvd Amelia OH 45102 VP 0.25 0 0 0 NONE NONE 53765 73586 0 127351 0 0 127351 1910 125441 6272 6272 213 0 213 6059 0 6059 0 6059 239575 0 0 0 0 239575 6059 214793 55527 51457 124855 119297 565929 239575 565929 0 0 0 6059 565929 55527 51457 124855 119297 Erik Hunziker 7000 Midland Blvd Amelia OH 45102 8005432644 The application should include the goals of the organization and the key results area. N A Cincinnati OH area-based orgs are preferred. Preference is given to healthcare education youth and community. AMERICAN CANCER SOCIETY 250 Williams Street NW Atlanta GA 30303 No Relationship PF Contribution Provided 7500 Animal Rescue Fund P O Box 464 Amelia OH 45102 No Relationship PF Contribution Provided 2500 Bluebird Bus Of Hope 1007 Shayler Road Cincinnati OH 45245 No Relationship PF Contribution Provided 5000 CASA For Clermont Kids 2339 Clermont Center Drive Batavia OH 45103 No Relationship PF Contribution Provided 10000 CHILD FOCUS 4629 Aicholtz Road Cincinnati OH 45244 No Relationship PF Contribution Provided 10000 CINCINNATI NATURE CENTER 4949 Tealtown Road Milford OH 45150 No Relationship PF Contribution Provided 5000 CINCINNATI SYMPHONY ORCHESTRA 1241 Elm Street Cincinnati OH 45202 No Relationship PF Contribution Provided 2500 Clermont County Chamber Of Commerce Foundation 4355 Fergusion Drive Suite 150 Cincinnati OH 45245 No Relationship PF Contribution Provided 10000 CLERMONT SENIOR SERVICES 2085 James E Sauls Sr Drive Batavia OH 45103 No Relationship PF Contribution Provided 5000 Covered Greater Cincinnati 1146 Bank Street Cincinnati OH 45214 No Relationship PF Contribution Provided 10000 Down Syndrome Association Of Greater Cincinnati 4623 Wesley Avenue Suite A Cincinnati OH 45212 No Relationship PF Contribution Provided 1000 EMPOWER YOUTH 2800 OH 125 Bethel OH 45106 No Relationship PF Contribution Provided 7925 Give Back Cincinnati 123 Community Drive Cincinnati OH 45202 No Relationship PF Contribution Provided 10000 Give Like A Mother 299 Haskell Lane Batavia OH 45103 No Relationship PF Contribution Provided 7500 Hamilton County Society For The Prevention Of Cruelty To Animals 11900 Conrey Road Cincinnati OH 45249 No Relationship PF Contribution Provided 10000 HealthSource Foundation 424 Wards Corner Rd Suite 200 Loveland OH 45140 No Relationship PF Contribution Provided 3000 Honor Flight TriState 8627 Calumet Way Cincinnati OH 45249 No Relationship PF Contribution Provided 5000 INSURING THE CHILDREN 5450 Sentinel Oak Drive Mason OH 45040 No Relationship PF Contribution Provided 10000 Matthew 25 Ministries 11060 Kenwood Road Blue Ash OH 45242 No Relationship PF Contribution Provided 10000 NEST COMMUNITY LEARNING CENTER 11905 Rich Road Loveland OH 45140 No Relationship PF Contribution Provided 10000 RED WOLFE SANCTUARY 3027 S R 262 Rising Sun IN 47040 No Relationship PF Contribution Provided 10000 RONALD MCDONALD HOUSE CHARITIES 341 Erkenbrecher Avenue Cincinnati OH 45229 No Relationship PF Contribution Provided 3500 The Independence Hub 1608 Camp Rd Charleston SC 29412 No Relationship PF Contribution Provided 8000 UNIVERSITY OF CINCINNATI FOUNDATION 51 Goodman Drive Cincinnati OH 45219 No Relationship PF Contribution Provided 10000 Valley View 790 Garfield Avenue Milford OH 45150 No Relationship PF Contribution Provided 6000 Varner Foundation For Children And Families 8503 Clough Pike Cincinnati OH 45244 No Relationship PF Contribution Provided 7750 YELLOW RIBBON FOUNDATION OF CINCINNATI 4326 Mount Carmel Tobasco Road Cincinnati OH 45244 No Relationship PF Contribution Provided 10000 YWCA OF GREATER CINCINNATI 898 Walnut Street Cincinnati OH 45202 No Relationship PF Contribution Provided 5000 Zoological Society Of Cincinnati 3400 Vine Street Cincinnati OH 45202 No Relationship PF Contribution Provided 5000 GETWITIT Inc 7 Watkins Woods Rd Prospect OH 43342 No Relationship PF Contribution Provided 5000 HER CIncinnati 2401 Reading Road Cincinnati OH 45202 No Relationship PF Contribution Provided 2400 Inspiring Purpose Day Program Inc 7577 Forest Rd Cincinnati OH 45255 No Relationship PF Contribution Provided 10000 Keep Cincinnati Beautiful Inc 1115 Bates Avenue Cincinnati OH 45225 No Relationship PF Contribution Provided 10000 Ohio District Kiwanis Foundation Inc 5788 Arlyne Lane Medina OH 44256 No Relationship PF Contribution Provided 5000 239575 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 1324 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 14240 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15564 0 15564 false false false false false false false false false false Vanguard Inter Term Bond ETF 0 0 Vanguard Short-Term Bond ETF 0 0 Baird Core Plus Bond Fund Institutional Class 0 0 Dodge & Cox Income Fund Class I 0 0 PIMCO Income Fund Class I2 0 0 JP Morgan Hedged Equity Fund Class I 0 0 SPDR Gold Shares ETF 0 0 Blackrock Multi-Asset Income Portfolio 0 0 Blackrock Strategic Income I 0 0 Ishares Trust Core S&P Mid-Cap 0 0 Ishares Trust Russell 1000 Value Index Fund 0 0 Ishares Trust Russell 1000 Growth Index Fund 0 0 VANGUARD S&P 500 ETF 0 0 VANGUARD ENERGY ETF 0 0 VANGUARD FTSE EMERGING MARKETS 0 0 VANGUARD FTSE DEVELOPED MKT 0 0 VANGUARD DIVID APPRECIATION 0 0 First Eagle Overseas Fund Class I 0 0 Other Income 5536 Investment Management Fees 245 245 245 0 Foreign Taxes Paid on Dividends 7 7 7 0