2026-08-17T07:48:27-05:00 2025-12-31 311626386 Dean Whitaker & Co Inc 7596 Tylers Place Blvd West Chester OH 45069 990PF 2025-01-01 311433019 Wood-Byer Foundation WOOD 5139849775 5100 Rollman Estates Drive Cincinnati OH 45236 Robert Wood Treasurer 5139849775 2026-08-13 1 Dean G Whitaker P01281394 5134929016 2026-08-13 2025 2025-03-06 01:10:19Z X 2074751 X X 5 5 51624 51624 135729 530771 135729 187358 187358 0 0 0 0 0 1550 1550 0 0 6938 6938 0 0 511 0 0 0 200 200 0 0 9199 8688 0 0 88000 88000 97199 8688 0 88000 90159 178670 0 27859 25022 25022 1323192 1416188 2049729 1351051 1441210 2074751 0 0 X 1351051 1441210 1351051 1441210 1351051 1441210 1351051 90159 0 1441210 0 1441210 Vanguard FTSE Developed Markets P 2025-12-01 92250 46952 45298 45298 Avantis US Small Cap P 2025-12-10 89490 64979 24511 24511 DFA International Vector P 2025-12-10 123397 65389 58008 58008 Dimensional Core Fixed P 2025-12-10 223125 216166 6959 6959 Dimensional ETF Emerging Markets P 2025-12-10 2509 1556 953 953 135729 0 2484 0 2484 0 2484 1000 0 2300 0 3300 0 816 816 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A Robert A Wood 5139849775 5100 Rollman Estates Drive Cincinnati OH 45236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert Wood 5100 Rollman Estates Drive Cincinnati OH 45236 President, Secretary & Treasurer 0.00 0 0 0 James Wood 8638 Glascow Island Lane Edisto Island SC 29438 Vice President 0.00 0 0 0 NONE 0 NONE 0 0 1977874 17316 0 1995190 0 0 1995190 29928 1965262 98263 98263 2484 2484 95779 0 95779 0 95779 88000 0 88000 95779 84233 0 0 88000 84233 0 0 3767 0 0 0 0 0 0 0 0 92012 0 0 0 X Assistance League of Greater Cinti 1057 Meta Drive Cincinnati OH 45237 PC Operation School Bell 2000 Bethany House 4769 Reading Road Cincinnati OH 45237 PC General Support 2000 Breakthrough Cincinnati 6905 Given Road Cincinnati OH 45243 PC Summer Scholars 5000 Cancer Support Community 4918 Cooper Road Cincinnati OH 45242 PC General Support 5000 Childhood Food Solutions 2573 St Leo Place Cincinnati OH 45225 PC Summer & Holiday Break Vacation Sack Program 5000 Children's Hospital Medical Center 3333 Burnet Ave MLC 9002 Cincinnati OH 452299002 PC General Support 2000 Cincinnati Works 708 Walnut St 2nd Floor Cincinnati OH 45202 PC General Support 2000 Cincinnati Zoo 3400 Vine Street Cincinnati OH 452201399 PC Summer Camp Programs 1500 Crayons to Computers 1350 Tennessee Ave Cincinnati OH 45229 PC Teacher Resource Center 3000 DePaul Cristo Rey High School 3440 Central Parkway Cincinnati OH 45225 PC Annual Fund 4000 East Cooper Community Outreach 1145 Six Mile Road Mt Plesant SC 29466 PC General Support 2500 Edisto Island Open Land Trust PO Box 1 Edisto Island SC 29438 PC Hutchinson House 2500 Evans Scholars Foundation 2501 Patriot Blvd Glenview IL 600268022 PC The Promise Campaign 1000 Fernside 4360 Cooper Rd 100 Cincinnati OH 45242 PC School Based Grief Support Programs 3000 Freestore Foodbank 3401 Rosenthal Way Cincinnati OH 45204 PC General Support 4000 Hospice of Cincinnati 4360 Cooper Road Cincinnati OH 45242 PC Free and Comprehensive Bereavement Services 5000 Jewish Family Services 9395 Kenwood Road Cincinnati OH 45242 PC General Support 4000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Jewish Federation Campaign 10000 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC General Support 3500 MG Ohio 12200 N Boone Road Columbia Station OH 44028 PC Southwest Ohio Support Groups 2000 People Working Cooperatively 4612 Paddock Road CIncinnati OH 45229 PC General Support 2500 Purcell-Marian High School 2935 Hackberry Street Cincinnati OH 45206 PC Education Fund 3000 Ronald McDonald House Charities 341 Erkenbrecher Ave Cincinnati OH 45229 PC General Support 2000 SPCA Cincinnati 11900 Conrey Road Cincinnati OH 45249 PC General Support 1500 St Frederick & St Stephen Catholic PO Box 602 Edisto Island SC 29438 PC Building Fund 5000 St Jude Children's Research Hosp 501 St Jude Place Memphis TN 38105 PC General Support 3000 Upspring PO Box 23300 Cincinnati OH 45223 PC Summer 360 Program 2000 88000 0 5 51624 135729 0 0 187358 187358 4 Investment income provides additional funds for giving 8 Investment income provides additional funds for giving 0 0 0 0 0 0 0 0 0 0 Accounting 1550 1550 0 0 Mutual Fund Investments AT COST 1416188 2049729 Filing Fees 200 200 0 0 Advisor Fees 6938 6938 0 0 Federal Income Tax 511 0 0 0