2026-08-05T14:08:31-05:00 2025-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990PF 2025-01-01 472588193 MARGARET M AND ROBERT D WALTER FOUNDATION MARG 6142514000 1234 EAST BROAD STREET COLUMBUS OH 432051405 SCOTT HEITKAMP ASSISTANT TREASURER 6142514000 2026-07-28 TAMAR PLOTZKER P02047230 6142211120 2026-07-28 2025 2025-03-06 01:10:19Z X 103748450 X 8435292 1814144 1814144 2868342 13469569 2868342 13117778 4682486 0 0 0 4500 4500 0 280843 280843 0 62490 0 0 2856 0 2856 350689 285343 2856 8499939 8499939 8850628 285343 8502795 4267150 4397143 10838 12582 12582 1945320 2686871 2686871 88799833 101048997 101048997 90755991 103748450 103748450 52391 42622 52391 42622 X 90703600 103705828 90703600 103705828 90755991 103748450 90703600 4267150 8735078 103705828 0 103705828 PUBLICLY TRADED SECURITIES 10904316 10601227 303089 303089 CAPITAL GAINS DIVIDENDS P 2565253 2565253 2565253 2868342 61120 0 61120 0 61120 51000 0 26000 0 77000 X 1370 14510 14510 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A THE COLUMBUS FOUNDATION 6142514000 1234 EAST BROAD STREET COLUMBUS OH 43205 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT D WALTER 330 W SPRING STREET SUITE 400 COLUMBUS OH 43215 PRESIDENT & DIRECTOR 1.00 0 0 0 GEORGE H BENNETT JR 330 W SPRING STREET SUITE 400 COLUMBUS OH 43215 VICE PRESIDENT 1.00 0 0 0 JODI C FRANSEN 330 W SPRING STREET SUITE 400 COLUMBUS OH 43215 TREASURER AND SECRETARY 1.00 0 0 0 SCOTT G HEITKAMP 1234 EAST BROAD STREET COLUMBUS OH 43205 ASSISTANT TREASURER 1.00 0 0 0 MARGARET M WALTER 330 W SPRING STREET SUITE 400 COLUMBUS OH 43215 DIRECTOR 1.00 0 0 0 MATTHEW D WALTER 330 W SPRING STREET SUITE 400 COLUMBUS OH 43215 DIRECTOR 1.00 0 0 0 R BLANE WALTER 330 W SPRING STREET SUITE 400 COLUMBUS OH 43215 DIRECTOR 1.00 0 0 0 PETER A WALTER 330 W SPRING STREET SUITE 400 COLUMBUS OH 43215 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 78090611 15778 21100000 99206389 0 0 99206389 1488096 97718293 4885915 4885915 61120 61120 4824795 0 4824795 0 4824795 8502795 0 8502795 4824795 3296549 0 0 8502795 3296549 0 0 4824795 381451 0 0 381451 0 0 0 0 0 0 0 381451 381451 X MARGARET AND ROBERT WALTER FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 NONE SO I TO SUPPORT GRANTMAKING ACTIVITIES - ADVANCING PHILANTHROPY 8499939 8499939 0 14 1814144 18 2868342 0 4682486 0 4682486 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT D WALTER REVOCABLE TRUST 330 W SPRING ST STE 400 COLUMBUS OH 43215 8435292 X 1 57,692 SHS YUM BRANDS INC. 8435292 2025-08-04 ACCOUNTING FEES 4500 4500 0 YUM BRANDS INC. 2686871 2686871 DIVIDEND APPREC IDX ADM FUND FMV 4183356 4183356 INTER-TERM INVEST - GR ADM FUND FMV 6054055 6054055 INTERNATIONAL GROWTH ADM FUND FMV 5173540 5173540 INTERNATIONAL VALUE FUND FMV 5671448 5671448 PRIMECAP FUND ADMIRAL FMV 6576658 6576658 TOTAL INTL STOCK IX INST PL FUND FMV 11430119 11430119 TOTAL STK MKT IDX INST PLUS FUND FMV 21337619 21337619 WINDSOR FUND ADMIRAL FMV 6559152 6559152 TOTAL BOND MKT 1X IST PLS FUND FMV 8798150 8798150 U.S. GROWTH FUND ADMIRAL FMV 4164900 4164900 PRILENIA THERAPEUTICS FMV 21100000 21100000 OH FILING FEE 200 0 200 MISCELLANEOUS EXPENSES 2656 0 2656 NET UNREALIZED GAIN ON INVESTMENTS 8735078 ADMINISTRATIVE FEES 248664 248664 0 INVESTMENT MANAGEMENT FEES 32179 32179 0 EXCISE TAX EXPENSE 62490 0 0