2025-07-29T09:04:42-05:00 2024-12-31 990PF 2024-01-01 237066555 THE STELLHORN FOUNDATION INC STEL 4196211916 413 TAYLOR RD SANDUSKY OH 44870 REBEKAH STELLHORN WERNSING TREASURER 4196211916 2025-07-17 0 2024 2025-03-06 01:10:19Z X 316531 X 825 X 100 100 100 7773 7773 7773 4574 34997 4574 611 611 611 13883 13058 8484 0 0 0 0 250 250 250 250 250 250 250 250 14000 14000 14250 250 250 14250 -367 12808 8234 32300 42326 42326 115861 100703 131928 101643 121481 114716 25012 10006 27561 274816 274516 316531 0 0 X 274816 274516 0 0 0 0 274816 274516 274816 274516 274816 -367 67 274516 0 274516 FIRST TRUST CAPITAL STRENGTH PORTFOLIO SER 60 2023-12-31 2024-04-03 270 222 48 48 BOFA FINANCE LLC 3Y US EQUIT CONTINGENT COUPON 2021-04-16 2024-04-19 15000 15006 -6 -6 FIRST TRUST CAPITAL STRENGTH PORTFOLIO SER 60 2022-04-13 2024-04-03 19493 15195 4298 4298 CAPITAL GAINS DIVIDENDS P 234 234 234 4574 48 178 0 178 0 178 264 0 0 0 264 0 86 86 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 N/A REBEKAH STELLHORN WERNSING 4196211916 5225 OSTENHILL CT CINCINNATI OH 45238 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLARE E WOOD 174B LAFAYETTE DR COLUMBUS OH 43220 PRESIDENT/TRUSTEE 1.00 0 0 0 REBEKAH STELLHORN WERNSING 5225 OSTENHILL CT CINCINNATI OH 45238 TREASURER 2.00 0 0 0 PAULA STELLHORN 413 TAYLOR RD SANDUSKY OH 44870 SECRETARY 0.00 0 0 0 CAROL GEGNER PO BOX 1242 COCOA FL 32923 TRUSTEE 0.00 0 0 0 PAM SCHAIBLE 6059 OAKWOOD AVE CINCINNATI OH 45224 VICE PRESIDENT/TRUSTEE 0.00 0 0 0 BETSY STELLHORN 10024 CLUE DR BETHESDA MD 20814 TRUSTEE 0.00 0 0 0 STEPHEN STELLHORN 413 TAYLOR RD SANDUSKY OH 44870 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 310983 42071 0 353054 0 0 353054 5296 347758 17388 17388 178 178 17210 0 17210 0 17210 14250 0 14250 17210 0 0 2108 679 2787 14250 0 0 0 14250 0 2787 2787 0 0 0 0 0 173 0 0 0 X CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 PC THE STELLHORN AWARD - GIVEN ANNUALLY 2000 CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 PC FUNDING FOR TUTORING FRANKLIN COUNTY JUVENILE INTERVETION CENTER 6000 CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 PC CAPITAL DIGITAL HISTORY 1000 CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 PC POVERTY SIMULATION 1500 CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 PC TRINITY LUTHERAN SEMINARY 3500 14000 CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 PC THE STELLHORN AWARAD IS AN ANNUALLY FUNDED GRANT 2000 2000 14 100 14 7773 14 611 14 4574 IRS REFUND 0 13058 0 13058 4 INTEREST, DIVIDENDS, GAIN ON SALE OF INVESTEMENTS, AND OTHER INCOME IS 8 USED BY THE FOUNDATION TO FUND ITS PURPOSE OF FUNDING THE ANNUAL 11 STELLHORN AWARD AND OTHER TARGETED PROJECTS AT AND THROUGH CAPITAL UNIVERSITY 0 0 0 0 0 0 0 0 0 0 OHIO REQUIRES ANNUAL REPORT TO BE FILED INSTEAD OF FORM 990-PF ADRIAN MI RECOVERY BDS 5/1/34 15723 15018 BELL SOUTH CORP NTS 10/15/31 22896 21296 BELL SOUTH CORP NTS 11/15/34 15897 14968 ENERGY TRANSFER LP 3/15/25 9956 9980 FIRST TRUST CAPITAL STRENGTH PORTFOLIO SERIES 69 3/23/26 19838 20941 KINDER MORGAN ENERGY PART LP 10628 10390 VERIZON COMMUNICATIONS 6/15/48 26543 22123 AMAZON COM 2916 13163 BRISTOL-MYERS SQUIBB 9626 8484 EMERSON ELEC COMPANY 7350 14872 FIRST TRUST INFLATION HEDGE PORTFOLIO SERIES 54 TERM 8/8/25 6710 6264 FIRST TRUST MEGA-CAP PORTFOLIO SERIES 70 TERM 8/8/25 38601 49326 GUGGENHEIM BLUE CHIP MULTINATIONALS PORTFOLIO 024 TERM 2/8/25 10313 14989 MICRON TECHNOLOGY INC 5035 8416 TYSON FOODS INC 10100 9478 UNITED PARCEL SERVICE INC 10052 6936 GS FINANCE CORP DUE 3/27/26 AT COST 10006 27561 OHIO ATTORNEY GENERAL ANNUAL FEE 100 100 100 100 RAYMOND JAMES ANNUAL FEE 150 150 150 150 OFFICE SUPPLIES 0 0 0 0 MISC INVESTMENT INCOME 611 611 611 ADJUSTMENTS TO COST BASIS 67