2026-02-20T15:32:35-06:00 2025-12-31 352123203 KSM BUSINESS SERVICES INC 9987 CARVER ROAD SUITE 200 CINCINNATI OH 45242 990PF 2025-07-11 393163532 VONTZ FAMILY FOUNDATION VONT 5139196285 3524 EDWARDS ROAD CINCINNATI OH 45208 MARGARET A VONTZ PRESIDENT 5139196285 2026-02-12 1 CASSE TATE P01271193 5134836699 2026-02-11 X 2025 2025-03-06 01:10:19Z X X 2890791 X 2897879 4660 4660 1431744 1984513 1431744 4334283 1436404 0 0 0 0 0 0 0 0 0 0 0 4334283 1436404 12256 12256 0 2021557 2022430 0 855360 856105 0 2889173 2890791 0 0 X 0 0 0 0 0 2889173 0 2889173 0 2889173 0 4334283 0 4334283 1445110 2889173 PUBLICLY TRADED SECURITIES 1984513 552769 1431744 1431744 1431744 19966 0 19966 0 19966 0 0 0 0 0 X 0 19966 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 1 0 0 1 N/A ALBERT W VONTZ IV 5139196285 3524 EDWARDS ROAD CINCINNATI OH 45208 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET VONTZ 3524 EDWARDS ROAD CINCINNATI OH 45208 PRESIDENT 1.00 0 0 0 ALBERT W VONTZ III 3524 EDWARDS ROAD CINCINNATI OH 45208 VICE PRESIDENT, SECRETARY 1.00 0 0 0 ALBERT W VONTZ IV 3524 EDWARDS ROAD CINCINNATI OH 45208 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 479486 2043 0 481529 0 0 481529 7223 474306 11306 11306 19966 19966 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 0 X 0 0 14 4660 18 1431744 0 1436404 0 1436404 0 0 0 0 0 0 0 0 0 0 X X 1 ALBERT VONTZ III REV TRUST 3524 EDWARDS ROAD CINCINNATI OH 45208 2897879 X X 1 3,680 SHARES OF NFLX, 903 SHARES OF GE, 347 SHARES OF CEG, 3,129 SHARES OF AVGO 1997879 2025-12-02 FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE MARGARET VONTZ, ALBERT VONTZ III, AND ALBERT VONTZ IV ARE BOARD MEMBERS OF VONTZ FAMILY FOUNDATION, INC. AND ARE THEREFORE DISQUALIFIED PERSONS UNDER IRC SECTION 4946. THEY PROVIDE SERVICES TO THE ORGANIZATION IN THEIR CAPACITY AS DIRECTORS. LINE 1B IS ANSWERED "NO" BECAUSE THEY RECEIVE NO COMPENSATION FOR THESE SERVICES, AND SUCH UNCOMPENSATED DIRECTOR SERVICES ARE EXCEPTED FROM SELF-DEALING UNDER IRC SECTION 4941 AND THE RELATED REGULATIONS. DIMENSIONAL ETF TRUST CORE FIXED 430148 430452 VANGUARD BD INDEX FDS SHORT TRM BOND 425212 425653 AVANTIS US SMALL CAP VALUE ETF 254056 249749 DIMENSIONAL ETF TRUST US LARGE CAP 182966 183126 DIMENSIONAL ETF TRUST EMERGING 213531 216542 ISHARES CORE S&P 500 ETF 586613 587679 VANGUARD DEVELOPED MARKETS INDEX FUND 195549 196968 VANGUARD MID-CAP GROWTH INDEX FUND 183487 180324 VANGUARD INDEX FDS VANGUARD GROWTH 109717 109769 DFA INTERNATIONAL VECTOR EQUITY PORT 295638 298273 FMV TO BASIS ADJ FOR CONTRIBUTED ASSETS 1445110 ALBERT W VONTZ III 3524 EDWARDS ROAD CINCINNATI OH 45208