2026-08-19T09:24:13-05:00 2025-12-31 314419361 JOHN GERLACH & COMPANY LLC 1500 LAKE SHORE DR STE 220 COLUMBUS OH 43204 990PF 2025-01-01 316056252 OSTEOPATHIC HERITAGE FOUNDATION OSTE 6147374370 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 TERRI DONLIN HUESMAN PRESIDENT 6147374370 2026-08-19 JON YERIAN CPA P00575540 6142242164 2026-08-19 2025 2025-03-06 01:10:19Z X 331276574 X X 10679863 10679863 12403052 54546355 12403052 15313 5315 23098228 23088230 570507 5705 564802 615955 0 615955 266812 958 265854 48830 0 48830 207020 103510 103510 1116915 809019 307896 432904 9206 57698 31448 0 81697 294 81403 186148 12492 173656 5302 0 5302 187966 3031 184935 3751504 944215 2409841 41259232 11979827 45010736 944215 14389668 -21912508 22144015 195433 296705 296705 8446681 10131403 10131403 1581080 356922 1581080 1581080 58193 56756 56756 66741451 75216317 75216317 75193977 82821346 82821346 150234980 160601023 160601023 183057 158774 55731 24283 24283 599173 547661 547661 301882541 331276574 331276574 1018038 1190535 9713839 38993244 198812 160467 10930689 40344246 X 0 0 0 0 290951852 290932328 290951852 290932328 301882541 331276574 290951852 -21912508 22524870 291564214 631886 290932328 BRANDYWINE LARGE CAP REV 20516088 19345069 1171019 1171019 GRANITE SMALL GROWTH REVENUE 5013304 4712321 300983 300983 LONDON CO REVENUES 3375971 2451614 924357 924357 LONDON CO SMALL CAP 1328638 1287641 40997 40997 PNC INHOUSE 16531492 14346658 2184834 2184834 K-1 ACADIAN GLOBAL P 144183 144183 144183 K-1 ACADIAN GLOBAL P 1095386 1095386 1095386 CAPITAL GAINS DIVIDENDS P 6541293 6541293 6541293 12403052 307802 0 307802 0 307802 153376 0 210000 0 363376 X 0 55574 55574 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 WWW.OSTEOPATHICHERITAGE.ORG TERRI DONLIN HUESMAN 6147374370 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT A PALMA DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 BOARD CHAIRMAN 1.00 0 0 0 MR JEFFREY D HUTCHISON 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 VICE CHAIR 1.00 0 0 0 MR RONALD G LINVILLE 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 TREASURER 1.00 0 0 0 REBECCA DEVILLERS DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 SECRETARY 1.00 0 0 0 THOMAS M ANDERSON DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 THOMAS E BAKER DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 MR STEVEN E COX 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 GEORGE O FAERBER DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 PAIGE S GUTHEIL DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 MS CHARLENE L KOPCHICK 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 DANA M KROMER DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 MR ROBERT C OVERS 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 EDWARD W SCHRECK DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 MR MARK R SECKINGER 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 MR RICHARD A VINCENT 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 HENRY L WEHRUM DO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR 1.00 0 0 0 MS TERRI DONLIN HUESMAN 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 PRESIDENT/CEO 40.00 492858 81874 0 SUSAN BEAUDRY 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 VICE PRESIDENT 40.00 291828 87546 0 CHERYL GRAFFAGNINO 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 PROGRAM OFFICER 40.00 125857 52680 0 CYNDI ABDON 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 EXECUTIVE ASSISTANT 40.00 98999 24605 0 MEGAN WANCZYK 6785 BOBCAT WAY SUITE 200 DUBLIN OH 430161443 DIRECTOR OF PROGRAMS 40.00 93275 15191 0 0 HIGHLAND CONSULTING ASSOCIATES 159 CROCKER PARK BLVD CLEVELAND OH 44145 INVESTMENT MANAGEMENT FEES 310454 URVI PATEL LLC 8268 CHIPPENHAM DR DUBLIN OH 43016 STRATEGY AND OPERATIONS 269984 LONDON CO 1800 BAYBERRY COURT STE 301 RICHMOND VA 23226 INVESTMENT MANAGEMENT FEES 266978 JOHN GERLACH & COMPANY LLC 1500 LAKE SHORE DR STE 220 COLUMBUS OH 43204 ACCOUNTING 180292 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT 1735 MARKET ST STE 1800 PHILADELPHIA PA 19103 INVESTMENT MANAGEMENT FEES 87460 3 0 307170415 9088709 0 316259124 0 0 316259124 4743887 311515237 15575762 15575762 307802 307802 15267960 0 15267960 0 15267960 14389668 0 14389668 15267960 0 0 419980 571493 991473 14389668 0 0 0 14389668 0 878292 878292 113181 0 0 0 0 0 0 0 113181 113181 X ALVIS INC 2100 STELLA COURT COLUMBUS OH 43215 NONE PC TO BUILD ORGANIZATIONAL CAPACITY BY INCREASING WORKFORCE RETENTION AND RECRUITMENT, ENHANCING LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING, AND INCREASING IMPACT THROUGH CURRICULUM DEVELOPMENT AND STAFF TRAINING. 89312 ALVIS INC 2100 STELLA COURT COLUMBUS OH 43215 NONE PC TO SUPPORT THE FAMILY AND CHILDRENS PROGRAM TO RESTORE DIGNITY, REUNITE FAMILIES, REDUCE RECIDIVISM AND TRANSFORM LIVES AFFECTED BY ADDICTION AND INCARCERATION. 5000 AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE 7700 OLD GOERGETOWN RD STE 250 BETHESD MD 208146100 NONE PC TO CONVENE LEADERS IN THE OSTEOPATHIC PROFESSION TO SUPPORT CREATION OF A NATIONAL FRAMEWORK FOR ADVANCING KEY ASPECTS OF OSTEOPATHIC MEDICAL EDUCATION AND RESEARCH AND HOW THEY CAN BE USED TO IMPROVE THE US HEALTHCARE SYSTEM. 25845 AMERICAN OSTEOPATHIC FOUNDATION 142 E ONTARIO STREET CHICAGO IL 60611 NONE PC TO SUPPORT OSTEOPATHIC MEDICAL STUDENTS WHO DEMONSTRATE ACADEMIC EXCELLENCE, LEADERSHIP POTENTIAL, AND A COMMITMENT TO SERVING THEIR COMMUNITIES. 2000 AMERICAN OSTEOPATHIC FOUNDATION 142 E ONTARIO STREET CHICAGO IL 60611 NONE PC TO SUPPORT THE AMERICAN OSTEOPATHIC FOUNDATION 2025 HONORS GALA, WHICH BENEFITS PROGRAMS AND SERVICES THAT PROMOTE OSTEOPATHIC MEDICINE. 5000 APPALACHIAN CENTER FOR ECONOMIC NETWORKS (ACENET) 94 COLUMBUS ROAD BLDG B ATHENS OH 45701 NONE PC TO EXPAND THE REACH AND IMPACT OF THE PRODUCE PRESCRIPTION PROGRAM IN SOUTHEASTERN OHIO. 43600 APPALACHIAN CENTER FOR ECONOMIC NETWORKS (ACENET) 94 COLUMBUS ROAD BLDG B ATHENS OH 45701 NONE PC TO EXPAND THE REACH AND IMPACT OF THE PRODUCE PRESCRIPTION PROGRAM IN SOUTHEASTERN OHIO. 43600 ATHENS COUNTY FOUNDATION PO BOX 366 ATHENS OH 45701 NONE PC TO POSITIVELY IMPACT THE HEALTH AND QUALITY OF LIFE IN NELSONVILLE, OHIO AND SURROUNDING COMMUNITIES THROUGH A FUNDING PARTNERSHIP WITH THE ROCKY COMMUNITY IMPROVEMENT FUND. 15000 ATHENS COUNTY FOUNDATION PO BOX 366 ATHENS OH 45701 NONE PC TO SUPPORT THE CAPACITY BUILDING NEEDS OF ATHENS COUNTY NONPROFIT ORGANIZATIONS AND THE NEW LEADERSHIP ATHENS COUNTY YOUTH (LACY) PROGRAM 40000 ATHENS COUNTY FOUNDATION PO BOX 366 ATHENS OH 45701 NONE PC TO POSITIVELY IMPACT THE HEALTH AND QUALITY OF LIFE IN NELSONVILLE, OHIO AND SURROUNDING COMMUNITIES THROUGH A FUNDING PARTNERSHIP WITH THE ROCKY COMMUNITY IMPROVEMENT FUND. 35000 ATHENS PHOTOGRAPHIC PROJECT PO BOX 916 ATHENS OH 45701 NONE PC TO EXPAND ACCESS TO ART-BASED, PEER SUPPORT SERVICES TO INCREASE QUALITY OF LIFE FOR INDIVIDUALS IN ATHENS AND HOCKING COUNTIES EXPERIENCING BEHAVIORAL HEALTH CHALLENGES. 17500 ATHENS PHOTOGRAPHIC PROJECT PO BOX 916 ATHENS OH 45701 NONE PC TO EXPAND ACCESS TO ART-BASED, PEER SUPPORT SERVICES TO INCREASE QUALITY OF LIFE FOR INDIVIDUALS IN ATHENS AND HOCKING COUNTIES EXPERIENCING BEHAVIORAL HEALTH CHALLENGES. 17500 BOYS AND GIRLS CLUBS OF CENRTAL OHIO 1000 CLEVELAND AVE COLUMBUS OH 43201 NONE PC TO EXPAND BEHAVIORAL HEALTH SERVICES THROUGH STAFF TRAINING AND CERTIFICATION IN TRAUMA-INFORMED CARE AND THE ADDITION OF A LICENSED SOCIAL WORKER. 100000 BOYS AND GIRLS CLUBS OF CENRTAL OHIO 1000 CLEVELAND AVE COLUMBUS OH 43201 NONE PC TO EXPAND BEHAVIORAL HEALTH SERVICES THROUGH STAFF TRAINING AND CERTIFICATION IN TRAUMA-INFORMED CARE AND THE ADDITION OF A LICENSED SOCIAL WORKER. 50000 COLUMBUS STATE COMMUNITY COLLEGE 550 EAST SPRING ST COLUMBUS OH 43215 NONE PC TO SUPPORT EQUIPMENT UPGRADES AND ADDRESS FINANCIAL BARRIERS FOR STUDENTS ENTERING HEALTH SCIENCE PROGRAMS TO INCREASE THE HEALTHCARE WORKFORCE IN CENTRAL OHIO. 265000 COMMUNITIES IN SCHOOLS OF OHIO 6500 BUSCH BLVD STE 105 COLUMBUS OH 43229 NONE PC TO PROVIDE COMPREHENSIVE SUPPORT TO IMPROVE STUDENT SUCCESS IN THE SOUTH-WESTERN CITY SCHOOL DISTRICT. 95000 COMMUNITIES IN SCHOOLS OF OHIO 6500 BUSCH BLVD STE 105 COLUMBUS OH 43229 NONE PC TO PROVIDE COMPREHENSIVE SUPPORT TO IMPROVE STUDENT SUCCESS IN THE SOUTH-WESTERN CITY SCHOOL DISTRICT. 47500 COMMUNITY HOUSING NETWORK 1680 WATERMARK DR COLUMBUS OH 43215 NONE PC TO SUPPORT FURNISHINGS FOR A PERMANENT SUPPORTIVE HOUSING PROJECT SERVING ADULTS AGED 55 AND OLDER EXPERIENCING HOMELESSNESS AND BEHAVIORAL HEALTH CHALLENGES. 150000 DIRECTIONS FOR YOUTH AND FAMILIES 1515 INDIANOLA AVE COLUMBUS OH 432012118 NONE PC TO SUPPORT THE EVENT'S MISSION OF BUILDING AND INSPIRING HOPE, HEALING AND RESILIENCE FOR YOUTH, FAMILIES AND COMMUNITIES THROUGH COUNSELING AND EDUCATION. 5000 DUBLIN FOOD PANTRY 6608 DUBLIN CENTER DR DUBLIN OH 43017 NONE PC TO SUPPORT THE ANNUAL COMMUNITY FUNDRAISER TO ADDRESS FOOD INSECURITY IN THE DUBLIN COMMUNITY. 20000 ETHIOPIAN TEWAHEDO SOCIAL SERVICES 4300 E BROAD ST STE D WHITEHALL OH 43213 NONE PC TO SUPPORT THE COMMUNITY HEALTH NAVIGATION TEAM, EXPANDING OUTREACH, EDUCATION AND HEALTH-PROMOTING SERVICES TO IMMIGRANT AND REFUGEE POPULATIONS IN FRANKLIN COUNTY. 98720 ETHIOPIAN TEWAHEDO SOCIAL SERVICES 4300 E BROAD ST STE D WHITEHALL OH 43213 NONE PC TO SUPPORT THE COMMUNITY HEALTH NAVIGATION TEAM, EXPANDING OUTREACH, EDUCATION AND HEALTH-PROMOTING SERVICES TO IMMIGRANT AND REFUGEE POPULATIONS IN FRANKLIN COUNTY. 38469 FOUNDATION FOR APPALACHIAN OHIO 35 PUBLIC SQUARE NELSONVILLE OH 457641132 NONE PC TO PARTNER WITH THE NELSONVILLE COMMUNITY FOUNDATION TO SUPPORT INITIATIVES BENEFITTING NELSONVILLE AND THE SURROUNDING COMMUNITIES OF BUCHTEL, CARBON HILL AND MURRAY CITY. 162500 FOUNDATION FOR APPALACHIAN OHIO 35 PUBLIC SQUARE NELSONVILLE OH 457641132 NONE PC TO PARTNER WITH THE NELSONVILLE COMMUNITY FOUNDATION TO SUPPORT INITIATIVES BENEFITTING NELSONVILLE AND THE SURROUNDING COMMUNITIES OF BUCHTEL, CARBON HILL AND MURRAY CITY. 20000 FURNITURE BANK OF CENTRAL OHIO 118 S YALE AVENUE COLUMBUS OH 43222 NONE PC TO INCREASE CAPACITY OF THE FRANKLINTON FAMILY SERVICE CENTER TO SERVE MORE VULNERABLE FAMILIES AFFECTED BY HOMELESSNESS, DOMESTIC VIOLENCE OR OTHER SIGNIFICANT LIFE CHANGES. 100000 FURNITURE BANK OF CENTRAL OHIO 118 S YALE AVENUE COLUMBUS OH 43222 NONE PC TO INCREASE CAPACITY OF THE FRANKLINTON FAMILY SERVICE CENTER TO SERVE MORE VULNERABLE FAMILIES AFFECTED BY HOMELESSNESS, DOMESTIC VIOLENCE OR OTHER SIGNIFICANT LIFE CHANGES. 100000 HOCKING ATHENS PERRY COMMUNITY ACTION PO BOX 220 GLOUSTER OH 45732 NONE PC TO IMPROVE ACCESS TO HEALTHY FOODS FOR VULNERABLE POPULATIONS IN SOUTHEASTERN OHIO THROUGH A FUNDING COLLABORATIVE TO SUPPORT FOOD PANTRIES IN THE REGION. 150000 HOPEWELL HEALTH CENTERS PO BOX 188 CHILLICOTHE OH 456010188 NONE PC TO ESTABLISH AN EXTENDED FUNCTION DENTAL AUXILIARY (EFDA) PROGRAM TO SERVE THE DENTAL NEEDS OF INDIVIDUALS IN ATHENS AND HOCKING COUNTIES. 60000 HOPEWELL HEALTH CENTERS PO BOX 188 CHILLICOTHE OH 456010188 NONE PC TO ESTABLISH AN EXTENDED FUNCTION DENTAL AUXILIARY (EFDA) PROGRAM TO SERVE THE DENTAL NEEDS OF INDIVIDUALS IN ATHENS AND HOCKING COUNTIES. 10000 INTEGRATED SERVICES FOR BEHAVIORAL HEALTH 1206 W BROAD ST COLUMBUS OH 43222 NONE PC TO ADD A COMMUNITY BEHAVIORAL HEALTH WORKER TO PROVIDE BEHAVIORAL HEALTH AND SUPPORT SERVICES FOR YOUTH AND FAMILIES IN NELSONVILLE. 35000 JOHN W CLEM RECOVERY HOUSE 8044 DAIRY LN ATHENS OH 45701 NONE PC TO BUILD STAFF CAPACITY TO FURTHER SUPPORT RESIDENTS IN SUSTAINING LONG-TERM RECOVERY. 35000 JOHN W CLEM RECOVERY HOUSE 8044 DAIRY LN ATHENS OH 45701 NONE PC TO BUILD STAFF CAPACITY TO FURTHER SUPPORT RESIDENTS IN SUSTAINING LONG-TERM RECOVERY. 17500 LEGAL AID OF SOUTHEAST AND CENTRAL OHIO 1108 CITY PARK AVE COLUMBUS OH 43206 NONE PC TO HELP LOW-INCOME INDIVIDUALS AND FAMILIES IN ATHENS COUNTY MAINTAIN AND ACCESS HOUSING THROUGH LEGAL REPRESENTATION. 35000 LEGAL AID OF SOUTHEAST AND CENTRAL OHIO 1108 CITY PARK AVE COLUMBUS OH 43206 NONE PC TO HELP LOW-INCOME INDIVIDUALS AND FAMILIES IN ATHENS COUNTY MAINTAIN AND ACCESS HOUSING THROUGH LEGAL REPRESENTATION. 17500 LIFECARE ALLIANCE 1699 WEST MOUND ST COLUMBUS OH 43223 NONE PC TO INCREASE CAPACITY OF THE MEALS-ON-WHEELS HOME DELIVERY PROGRAM, SERVING THE HEALTH AND NUTRITION NEEDS OF OLDER ADULTS AND INDIVIDUALS WITH MEDICAL CHALLENGES IN FRANKLIN COUNTY. 150000 LOWER LIGHTS CHRISTIAN HEALTH CENTER 1160 W BROAD ST COLUMBUS OH 43222 NONE PC TO INCREASE ACCESS TO BEHAVIORAL HEALTH AND OTHER HEALTH-RELATED SERVICES FOR CLIENTS BY EMBEDDING PATIENT ADVOCATES WITHIN HEALTHCARE TEAMS. 60000 LOWER LIGHTS CHRISTIAN HEALTH CENTER 1160 W BROAD ST COLUMBUS OH 43222 NONE PC TO INCREASE ACCESS TO BEHAVIORAL HEALTH AND OTHER HEALTH-RELATED SERVICES FOR CLIENTS BY EMBEDDING PATIENT ADVOCATES WITHIN HEALTHCARE TEAMS. 60000 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1105 SCHROCK RD STE 100 COLUMBUS OH 43229 NONE PC TO PROVIDE NUTRITION EDUCATION AND DIABETES MANAGEMENT SUPPORT TO LOW-INCOME CLIENTS. 80594 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1105 SCHROCK RD STE 100 COLUMBUS OH 43229 NONE PC TO PROVIDE NUTRITION EDUCATION AND DIABETES MANAGEMENT SUPPORT TO LOW-INCOME CLIENTS. 80594 MENTAL HEALTH AMERICA OF OHIO 2323 W FIFTH AVE STE 160 COLUMBUS OH 43204 NONE PC TO EXPAND ORGANIZATIONAL CAPACITY TO ADDRESS INCREASED DEMAND IN SERVICES THROUGH COMMUNITY OUTREACH AND SUPPORT GROUPS. 125000 MENTAL HEALTH AMERICA OF OHIO 2323 W FIFTH AVE STE 160 COLUMBUS OH 43204 NONE PC TO EXPAND ORGANIZATIONAL CAPACITY TO ADDRESS INCREASED DEMAND IN SERVICES THROUGH COMMUNITY OUTREACH AND SUPPORT GROUPS. 46624 MID-OHIO FOOD COLLECTIVE 3960 BROOKHAM DR GROVE CITY OH 43123 NONE PC TO INCREASE THE PRODUCTION AND DISTRIBUTION OF LOCAL, HEALTHY FOOD IN THE HILLTOP NEIGHBORHOOD AND OTHER LOW-INCOME COMMUNITIES IN FRANKLIN COUNTY, AND TO CREATE ECONOMIC OPPORTUNITIES THROUGH AGRICULTURAL CAREERS FOR FRANKLIN COUNTY RESIDENTS. 112500 NEW DIRECTIONS CAREER CENTER 2760 AIRPORT DR STE 125 B COLUMBUS OH 43219 NONE PC TO SUPPORT THE EXPANSION OF WORKFORCE AND CAREER COUNSELING PROGRAMS FOR LOW-INCOME WOMEN AND A PILOT WORKFORCE PROGRAM FOR WOMEN 55 AND OLDER. 50000 NEW DIRECTIONS CAREER CENTER 2760 AIRPORT DR STE 125 B COLUMBUS OH 43219 NONE PC TO SUPPORT THE EXPANSION OF WORKFORCE AND CAREER COUNSELING PROGRAMS FOR LOW-INCOME WOMEN AND A PILOT WORKFORCE PROGRAM FOR WOMEN 55 AND OLDER. 25000 OHIO OSTEOPATHIC FOUNDATION 53 WEST THIRD AVE PO BOX 8130 COLUMBUS OH 432013208 NONE PC TO SPONSOR THE 2025 OHIO OSTEOPATHIC SYMPOSIUM J.O. WATSON, DO MEMORIAL LECTURE 680 OHIO UNIVERSITY FOUNDATION PO BOX 869 ATHENS OH 45701 NONE PC TO INCREASE MEDICAL STUDENT SCHOLARSHIPS, EXPAND TRANSLATIONAL RESEARCH FOCUSED ON COMMUNITY IMPACT AND PROVIDE MEANINGFUL RESEARCH EXPERIENCES FOR OSTEOPATHIC MEDICAL STUDENTS. 2872000 OHIO UNIVERSITY 108 CUTLER HALL ATHENS OH 45701 NONE GOV TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. 1188478 OHIO UNIVERSITY 108 CUTLER HALL ATHENS OH 45701 NONE GOV TO ENGAGE AND EDUCATE 2025/2026 HCOM STUDENT GOVERNMENT ASSOCIATION LEADERS FROM ALL THREE CAMPUSES. 738 OHIO UNIVERSITY 108 CUTLER HALL ATHENS OH 45701 NONE GOV TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. 1188477 OHIO UNIVERSITY 108 CUTLER HALL ATHENS OH 45701 NONE GOV TO CO-SPONSOR, WITH THE COLUMBUS OSTEOPATHIC ASSOCIATION, THE 2025 HERITAGE COLLEGE OF OSTEOPATHIC MEDICINE DUBLIN CAMPUS ORIENTATION WEEK WELCOME PICNIC. 2500 OHIO UNIVERSITY 108 CUTLER HALL ATHENS OH 45701 NONE GOV TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. 1188477 OHIO UNIVERSITY 108 CUTLER HALL ATHENS OH 45701 NONE GOV TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. 1188477 PHYSICIANS CARECONNECTION 1390 DUBLIN ROAD COLUMBUS OH 43215 NONE PC TO IMPROVE THE HEALTH OF FAMILIES LIVING ON THE WESTSIDE OF COLUMBUS THROUGH INTERVENTIONS ADDRESSING FOOD SECURITY, HOUSING STABILITY AND HEALTHCARE ACCESS. 66667 PHYSICIANS CARECONNECTION 1390 DUBLIN ROAD COLUMBUS OH 43215 NONE PC TO IMPROVE THE HEALTH OF FAMILIES LIVING ON THE WESTSIDE OF COLUMBUS THROUGH INTERVENTIONS ADDRESSING FOOD SECURITY, HOUSING STABILITY AND HEALTHCARE ACCESS. 66667 PRODUCE PERKS MIDWEST INC 3600 PARK 42 DR STE 105A CINCINNATI OH 45241 NONE PC TO SUPPORT EXPANSION AND IMPACT OF NUTRITION INCENTIVE PROGRAM IN CENTRAL AND SOUTHEASTERN OHIO. 98225 ST VINCENT FAMILY SERVICES 1490 E MAIN ST COLUMBUS OH 432052140 NONE PC TO SUPPORT FACILITY UPDATES TO ENHANCE PROGRAM CAPACITY AND EFFICIENCIES, DECREASE WAIT TIME AND IMPROVE TREATMENT EXPERIENCE OF INCOMING CLIENTS SEEKING SAME-DAY ACCESS TO YOUTH BEHAVIORAL HEALTH SERVICES. 332500 ST VINCENT FAMILY SERVICES 1490 E MAIN ST COLUMBUS OH 432052140 NONE PC TO PROVIDE FAMILIES A COMPREHENSIVE, FULL-SERVICE RANGE OF YOUTH BEHAVIORAL HEALTH SERVICES. 5000 ST VINCENT FAMILY SERVICES 1490 E MAIN ST COLUMBUS OH 432052140 NONE PC TO BUILD ORGANIZATIONAL CAPACITY BY PROMOTING WORKFORCE RECRUITMENT, RETENTION AND PROFESSIONAL DEVELOPMENT AIMED AT IMPROVING CLIENT INTAKE AND PROGRAM OUTCOMES. 250000 STUART'S OPERA HOUSE PO BOX 217 NELSONVILLE OH 45764 NONE PC TO SUPPORT EXPANSION OF THE ARTS EDUCATION PROGRAM AND ITS AFFORDABLE, ACCESSIBLE PROGRAMMING FOR NELSONVILLE AND SURROUNDING COMMUNITIES. 100000 STUART'S OPERA HOUSE PO BOX 217 NELSONVILLE OH 45764 NONE PC TO SUPPORT EXPANSION OF THE ARTS EDUCATION PROGRAM AND ITS AFFORDABLE, ACCESSIBLE PROGRAMMING FOR NELSONVILLE AND SURROUNDING COMMUNITIES. 100000 STUART'S OPERA HOUSE PO BOX 217 NELSONVILLE OH 45764 NONE PC TO MAKE A CONTRIBUTION IN MEMORY OF RICK OREMUS. 500 THE BUCKEYE RANCH 4653 E MAIN ST COLUMBUS OH 43213 NONE PC TO RAISE HOPE AND HEALING FOR YOUTH AND FAMILIES SUPPORTED BY MENTAL HEALTH AND FOSTER CARE SERVICES. 5000 THE BUCKEYE RANCH 4653 E MAIN ST COLUMBUS OH 43213 NONE PC TO SUPPORT NEW CONSTRUCTION AND RENOVATIONS FOR THE ADDITION OF PSYCHIATRIC RESIDENTIAL TREATMENT FACILITY, ADDRESSING THE CRITICAL GAP IN THE YOUTH BEHAVIORAL HEALTH CONTINUUM OF CARE IN CENTRAL OHIO. 333333 THE BUCKEYE RANCH 4653 E MAIN ST COLUMBUS OH 43213 NONE PC TO BUILD ORGANIZATIONAL CAPACITY BY PROMOTING WORKFORCE RECRUITMENT, RETENTION AND PROFESSIONAL DEVELOPMENT AIMED AT IMPROVING CLIENT INTAKE AND PROGRAM OUTCOMES. 250000 THE OHIO STATE UNIVERSITY FOUNDATION 14 E 15TH AVE COLUMBUS OH 432014487 NONE PC TO MAKE A CONTRIBUTION IN MEMORY OF GEORGE W. HAIRSTON. 250 11979827 ATHENS-HOCKING-VINTON ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SVS BOARD 7990 DAIRY LANE ATHENS OH 45701 NONE GOV TO SUPPORT THE PHASE VII PROJECT. 300000 OHIO UNIVERSITY FOUNDATION 108 CUTLER HALL ATHENS OH 45701 NONE GOV TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. 44628000 44928000 14 10679863 14 5315 18 12403052 REIMBURSEMENT 01 9998 0 23098228 0 23098228 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 207020 103510 103510 PROPERTY AND EQUIPMENT 2020-06-30 5940 5561 SL 5.000000000000 379 0 PROPERTY AND EQUIPMENT 2019-06-30 21773 21773 SL 5.000000000000 0 0 PROPERTY AND EQUIPMENT 2021-06-30 129623 92803 SL 5.000000000000 25924 0 PROPERTY AND EQUIPMENT 2022-06-30 11618 5073 SL 5.000000000000 2324 0 PROPERTY AND EQUIPMENT 2024-06-30 14103 2116 SL 5.000000000000 2821 0 CARILLON SERIES TRUST (SCPZX)REAMS CORE PLUS CLASS I FUND #4069 19959721 19959721 DODGE & COX INCOME FUND (DODIX) 26641307 26641307 METROPOLITAN WEST FDS (MWTIX) 19580610 19580610 PIMCO INCOME FUND (PIMIX) 16639708 16639708 ACI WORLDWIDE INC 579840 579840 ACUSHNET HOLDINGS CORP 481554 481554 AFFILIATED MANAGERS GROUP INC 129726 129726 AIR PRODUCTS & CHEMICALS INC 988818 988818 ALEXANDER & BALDWIN INC 240580 240580 ALPHABET INC/CA-CL C 2846391 2846391 ALPHATEC HOLDINGS INC 370115 370115 ALTRIA GROUP INC 611196 611196 AMBARELLA INC 133463 133463 AMERISAFE INC 333130 333130 AMGEN INC 155800 155800 ANTERO MIDSTREAM CORP 81852 81852 APPLE INC 1625451 1625451 ARHAUS INC 307502 307502 ARMSTRONG WORLD INDUSTRIE - WI 499344 499344 ATLANTIC UNION BANKSHARES CORP 430837 430837 ATS CORP 385973 385973 AUTONATION INC 23539 23539 AZZ INC 274381 274381 BERKSHIRE HATHAWAY INC CLASS B 1714037 1714037 BLACKLINE INC 300059 300059 BLACKROCK FUNDING INC/DE 957954 957954 BOYD GAMING CORP 71431 71431 BRISTOL MYERS SQUIBB CO 254165 254165 CARLISLE COMPANIES INC 162489 162489 CASELLA WASTE SYS INC 335347 335347 CCC INTELLIGENT SOLUTIONS HO 806973 806973 CERTARA INC 192102 192102 CF INDUSTRIES HOLDINGS INC 162569 162569 CHEVRON CORPORATION 536483 536483 CHUBB LTD 954775 954775 CHURCH & DWIGHT INC 471572 471572 COMCAST CORPORATION CL A 755440 755440 CTS CORP 341460 341460 DARDEN RESTAURANTS INC W I 131022 131022 DILLARDS INC 38199 38199 DORMAN PRODUCTS INC 157314 157314 DUTCH BROS INC-CLASS A 208209 208209 EBAY INC 423567 423567 ENOVIS CORP 173080 173080 EOG RES INC 480736 480736 EPLUS INC 355799 355799 EQUITABLE HOLDINGS INC 624596 624596 ESCO TECHNOLOGIES INC 168231 168231 ESSENTIAL PROPERTIES REALTY 435379 435379 FEDEX CORPORATION 255352 255352 FEDEX CORPORATION 691820 691820 FIRST INDL REALTY TRUST INC REIT 218256 218256 FIRST INTERSTATE BANCSYS/MT 392883 392883 FLEX LTD 209174 209174 FRESHPET INC 228183 228183 GATES INDUSTRIAL CORP PLC 438289 438289 GLAUKOS CORP 360635 360635 HAEMONETICS CORP 307696 307696 HALOZYME THERAPEUTICS INC 133321 133321 HANOVER INSURANCE GROUP INC 395332 395332 HELIOS TECHNOLOGIES INC 307514 307514 HONEYWELL INTL INC 785823 785823 HYATT HOTELS CORP CL A 64288 64288 INGEVITY CORP 385321 385321 INGREDION INC 65274 65274 INTERNATIONAL BUSINESS MACHS CORP 960609 960609 JABIL INC 329261 329261 JBT MAREL CORPORATION 220732 220732 JFROG LTD SEDOL ISIN IL0011684185 317234 317234 JOHNSON & JOHNSON 493990 493990 JOHNSON & JOHNSON 577597 577597 THE MARZETTI CO 344953 344953 LANDSTAR SYS INC 452368 452368 LITTELFUSE INC 236733 236733 LOCKHEED MARTIN CORP 966856 966856 LOWES COMPANIES INC 416483 416483 MARATHON PETROLEUM CORP 48138 48138 MARTEN TRANSPORT LTD 151183 151183 MARTIN MARIETTA MATLS INC 147570 147570 MARTIN MARIETTA MATLS INC 782684 782684 MATSON INC W/I 430078 430078 MERCK & CO INC 80208 80208 MGIC INVT CORP WIS 112322 112322 MOELIS & CO 544215 544215 MURPHY USA INC-W/I 73441 73441 MURPHY USA INC-W/I 344606 344606 NESTLE S.A. SPONSORED ADR REPSTG REG SH 536869 536869 NEW MARKET CORPORATION 836395 836395 NEW MARKET CORPORATION 478333 478333 NORFOLK SOUTHERN CORP 1241785 1241785 NRG ENERGY INC. 29459 29459 NVR INC 204198 204198 O REILLY AUTOMOTIVE INC 532758 532758 OLD DOMINION FGHT LINES INC 608698 608698 OLD REPUBLIC INTERNATIONAL CORP 166677 166677 ONEMAIN HOLDINGS INC 3378 3378 PARSONS CORP 158332 158332 PAYPAL HOLDINGS INC-W/I 580589 580589 POTLATCHDELTIC CORP 148857 148857 PRICE T ROWE GROUP INC 86613 86613 PRICESMART INC 342127 342127 PROCTER & GAMBLE CO 613367 613367 PROGRESSIVE CORP OHIO 1042730 1042730 QUALYS INC 298095 298095 REPUBLIC SVCS INC 752775 752775 REVOLVE GROUP INC 458224 458224 ROYALTY PHARMA PLC- CL A 117156 117156 SCHWAB CHARLES CORP NEW 990508 990508 SERVICE CORP INTERNATIONAL 77112 77112 SILICON LABORATORIES INC 195397 195397 SIMPSON MFG INC 170189 170189 SMITH A O CORP COMMON 61530 61530 STARBUCKS CORP 524039 524039 SYSCO CORP 312372 312372 TE CONNECTIVITY PLC 935294 935294 TEXAS INSTRUMENTS INC 630116 630116 T-MOBILE US INC 791450 791450 TREDEGAR CORPORATION 28720 28720 UNIFIRST CORP 283756 283756 VERACYTE INC 264599 264599 VERIZON COMMUNICATIONS INC 499472 499472 VERRA MOBILITY CORP 124443 124443 VISA INC CLASS A SHARES 1048974 1048974 VITAL FARMS INC 157688 157688 VONTIER CORP-W/I 453968 453968 WALMART INC 190734 190734 WELLS FARGO & COMPANY 967789 967789 WHITE MOUNTAINS INSURANCE GRP 743935 743935 WILLIAMS COMPANIES INC 314616 314616 WYNDHAM HOTELS & RESORTS I 81454 81454 ZURN ELKAY WATER SOLUTIONS CORPORATION 138866 138866 ADT INC 54061 54061 AAON INC COM 249795 249795 ALBERTSONS COS INC - CLASS A 58601 58601 AMAZON COM INC 165729 165729 AMDOCS LIMITED 54425 54425 AMERICAN BEACON NINETY ONE E 8522384 8522384 AMERICAN FINL GROUP INC OHIO 75311 75311 AMERICAN INTERNATIONAL GROUP,INC 251260 251260 AT&T INC 470370 470370 ATKORE INC 381904 381904 AVERY DENNISON CORP 37831 37831 AXIS CAPITAL HOLDINGS LTD 51832 51832 CIRRUS LOGIC INC 6162 6162 CLEARWATER ANALYTICS HDS-A 450899 450899 CROWN HOLDINGS INC 11430 11430 D R HORTON INC 238802 238802 DOLLAR TREE INC 85861 85861 ENACT HOLDINGS INC 32822 32822 ENTEGRIS, INC 539706 539706 ESSENT GROUP LTD 23794 23794 EXELIXIS INC 72670 72670 EXPONENT INC 349106 349106 FIRST HORIZON CORPORATION 80471 80471 FLOOR & DECOR HOLDINGS INC 287462 287462 GAP INC 24960 24960 GENPACT LTD 15858 15858 GITLAB INC-CL A 346815 346815 GLOBE LIFE INC 86573 86573 GOLDMAN SACHS GROUP INC 689136 689136 GRAMHAM HOLDINGS COMPANY 388904 388904 HARTFORD INSURANCE GROUP INC 224614 224614 HAYWARD HOLDINGS INC 268367 268367 ILLINOIS TOOL WORKS INC 268467 268467 INTERPARFUMS INC 240239 240239 JPMORGAN CHASE & CO 808450 808450 KIMBERLY-CLARK CORP 175044 175044 KROGER CO 294968 294968 LAS VEGAS SANDS CORP 234129 234129 LEIDOS HOLDINGS INC-W/I 140532 140532 M&T BK CORP 121694 121694 MATTEL INC 52497 52497 METLIFE INC. 449484 449484 MILLICOM INTL CELLULAR S A 54054 54054 NEXSTAR MEDIA GROUP INC 51169 51169 NORTHERN TRUST CORP 158854 158854 NOVANTA INC 238694 238694 PEPSICO INC 562168 562168 PILGRIM'S PRIDE CORP 63320 63320 POPULAR INC 8467 8467 POWER INTEGRATIONS INC 230228 230228 PPG INDUSTRIES INC 176846 176846 RENAISSANCE HOLDINGS LTD 79849 79849 RYDER SYSTEM INC 35599 35599 SEI INVESTMENT CO 77345 77345 SLM CORP 49655 49655 SYNCHRONY FINANCIAL 220339 220339 TENET HEALTHCARE CORP 106911 106911 THE CIGNA GROUP 276606 276606 TORO CO 7872 7872 UNION PACIFIC CORP 784869 784869 UNUM GROUP 78973 78973 VERICEL CORP 175405 175405 WILLIS TOWERS WATSON PLC 117639 117639 XP INC - CLASS A 16092 16092 ZOETIS INC 54606 54606 ACADIAN GLOBAL MANAGED () VOLATILITY EQUITY FUND, LLC FMV 17840952 17840952 AMER FNDS EUROPAC GROW-F3 (FEUPX) FMV 26909198 26909198 DFA EMERGING MARKETS SML CAP (DEMSX) FMV 8085509 8085509 DFA US SMALL CAP VALUE PORTFOLIO FMV 14041305 14041305 FIDELITY SM CAP INDEX-FAI (FSSNX) FMV 14518621 14518621 PIMCO RAE INTERNATIONAL FUND (PPYIX) FMV 28757170 28757170 VANGUARD 500 INDEX #540 (VFIAX) FMV 24522755 24522755 VANGUARD GLOBAL MIN VOL-ADM (VMNVX) FMV 12468834 12468834 VANGUARD WHITEHALL FDS INTL EXPL INV FMV 13456679 13456679 PROPERTY AND EQUIPMENT 5940 5940 0 PROPERTY AND EQUIPMENT 21773 21773 0 PROPERTY AND EQUIPMENT 129623 118727 10896 PROPERTY AND EQUIPMENT 11618 7397 4221 PROPERTY AND EQUIPMENT 14103 4937 9166 LEGAL 48830 0 48830 DEPOSITS 334 334 334 OPERATING LEASE - RIGHT OF USE ASSET 598839 547327 547327 K-1 BOOK/TAX DIFFERENCE 631886 MARKETING 56511 0 56511 POSTAGE AND SHIPPING 1998 0 1998 INSURANCE 26265 0 26265 INTERNET ACCESS FEES 6644 0 6644 SOFTWARE MAINTENANCE 39505 1473 38032 EQUIPMENT RENTAL 10155 0 10155 RECORDS STORAGE 2781 695 2086 OFFICE 13116 0 13116 PAYROLL PROCESSING 7549 27 7522 DUES & SUBSCRIPTIONS 7111 0 7111 STAFF TRAINING 5437 0 5437 MISC 9223 836 8387 PHOTOGRAPHY 1200 0 1200 EQUIPMENT MAINTENANCE 471 0 471 K-1 ACADIAN GLOBAL 5315 5315 5315 REIMBURSEMENT 9998 9998 UNREALIZED GAIN ON INVESTMENTS 22524870 PENSION OBLIGATION 198812 160467 PENSION FEES 212 0 212 CONSULTING 307684 0 307684 INVESTMENT MANAGEMENT FEES 809019 809019 0 PAYROLL TAXES 57889 191 57698 EXCISE TAXES 366000 0 0 K-1 ACADIAN GLOBAL 9015 9015 0