2025-04-22T14:04:17-04:00 2024-12-31 344439491 SHUMAKER LOOP & KENDRICK LLP 1000 JACKSON ST TOLEDO OH 436045573 990PF 2024-01-01 852069616 RICHARD AND MARY BARD FOUNDATION RICH 2395130127 2530 AUGUSTA DRIVE NAPLES FL 34109 RICHARD O BARD PRESIDENT/TREASURER 7349453623 2025-04-16 true true JOHN H BURSON P00538293 4192419000 2025-04-21 2024 2025-03-06 01:10:19Z X 1100385 X 80000 3946 3946 17419 17419 29129 287270 29129 130494 50494 17652 8826 8826 3404 1702 1702 214 214 14 7 7 21284 10749 10535 66000 66000 87284 10749 76535 43210 39745 134018 25622 25622 366 1266 366 696394 848922 1074763 831678 874910 1100385 2570 2570 2570 2570 X 820120 900120 8988 -27780 829108 872340 831678 874910 829108 43210 22 872340 872340 PUBLICLY TRADED SECURITIES P 2020-01-01 2024-12-31 262077 236720 25357 25357 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 24546 21421 3125 3125 29129 3125 552 552 552 984 984 432 432 false false false false false false false true true true false false false false true N/A RICHARD O BARD 2395130127 24530 AUGUSTA DRIVE NAPLES FL 34109 false false false false false false false false false false false false false false false false false false false false RICHARD O BARD 24530 AUGUSTA DRIVE NAPLES FL 34109 PRESIDENT/TR 1.00 0 0 0 MARY E BARD 24530 AUGUSTA DRIVE NAPLES FL 34109 SECRETARY 1.00 0 0 0 NONE NONE N/A 894993 50855 95212 1041060 1041060 15616 1025444 51272 51272 552 552 50720 50720 50720 76535 76535 50720 27804 27804 76535 50720 25815 53619 0 53619 27804 25815 X RICHARD BARD 2530 AUGUSTA DRIVE NAPLES FL 34109 2395130127 FIRST CHURCH OF CHRIST 129 WALNUT BRYAN OH 43506 NONE PC GENERAL 1000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC GENERAL 10000 THE OHIO STAT UNIVERSITY FOUNDATI PO BOX 710811 COLUMBUS OH 43271 NONE PC GENERAL 10000 NORTH NAPLES UNITED METHODIST CHURC 6000 GOODLETTE-FRANK RD NAPLES FL 34109 NONE PC GENERAL 5000 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 NONE PC GENERAL 5000 SIGMA CHI FOUNDATION 1714 HINMAN AVE EVANSTON IL 60201 NONE PC GENERAL 1000 COMMUNITY HOSPITALS & WELLNESS 433 HIGH ST BRYAN OH 43506 NONE PC GENERAL 1000 HOPE COLLEGE PO VBOX 9000 HOLLAND MI 49422 NONE PC GENERAL 1000 TRINITY LUTHERAN CHURCH 1003 SOUTH MAPLE STREET TRAVERSE CITY MI 49684 NONE PC GENERAL 10000 NORTH ROME BAPTIST CHURCH 12526 US HWY 223 ONSTEAD MI 49265 NONE PC GENERAL 2000 CONSRVATIVE PARTNERSHIP INSTITUTE 300 INDEPENDENCE AVE SE WASHINGTON DC 20003 NONE PC GENERAL 10000 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD STATAN ISLAND NY 10306 NONE PC GENERAL 10000 66000 14 3946 14 17419 18 29129 50494 50494 false false false false false false false false false false X X 1 BMC HOLDINGS INC 1914 RANDOLPH DRIVE BRYAN OH 43506 80000 X MUTUAL FUNDS/ SECURITIES TCFO-EQUITIES 749575 974938 TCFO-FIXED INCOME 99347 99825 LEGAL FEES 17652 8826 8826 EXPENSES TCFO OTHER EXPENSE 14 7 7 ROC DISTRIBUTION 22 TRUST COMPANY FAM OFFICE FEE 3244 1622 1622 TAX PREPERATION FEE 160 80 80 FOREIGN TAXQUAL DIV 110 110 FOREIGN TAX-NONQUALIFIED 29 29 FOREIGN TAX 75 75