2026-09-08T06:12:00-05:00 2025-12-31 310541755 TAFT STETTINIUS & HOLLISTER LLP 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 990PF 2025-01-01 311707787 HARRY R & MARY I MAXON FAMILY FOUNDATION HARR 5133812838 301 E FOURTH STREET 2800 CINCINNATI OH 45202 HARRY R MAXON IV PRESIDENT 5133812838 2026-05-21 1 MARY L RUST P00848454 5133812838 2025 X X 540988 X X 14818 14818 21825 27981 21825 36643 36643 0 0 0 3404 0 3404 1264 0 0 5909 0 0 10577 0 3404 24000 24000 34577 0 27404 2066 36643 17299 11021 11021 292640 300983 529967 309939 312004 540988 0 0 X 0 0 0 0 309939 312004 309939 312004 309939 312004 309939 2066 0 312005 1 312004 18.396 SHS VANGUARD S/C INDEX ADMIRAL P 2025-12-18 2278 802 1476 1476 19.527 SHS VANGUARD 500 INDEX FUND ADMIRAL P 2025-12-18 12145 2511 9634 9634 12.21 SHS VANGUARD MIDCAP INDEX FUND ADMIRAL P 2025-12-18 4397 1127 3270 3270 39.135 SHS VANGUARD EQUITY INCOME FUND ADMIRAL P 2025-12-18 3956 1716 2240 2240 CAPITAL GAINS DIVIDENDS P 5205 5205 5205 21825 509 0 509 0 509 640 0 0 0 640 0 131 131 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A MARY L RUST 5133812838 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARRY R MAXON IV 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 PRESIDENT 2.00 0 0 0 MARY E BLOUNT 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 EXEC. VICE-PRESIDENT 1.00 0 0 0 ASHLEY L TOMITA 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 TREASURER 1.00 0 0 0 JASON BLOUNT 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 TRUSTEE & VICE-PRESIDENT 1.00 0 0 0 YASUSHI J TOMITA 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 TRUSTEE & VICE-PRESIDENT 1.00 0 0 0 MARY L RUST 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 TRUSTEE & SECRETARY 1.00 0 0 0 HOLLY MCGOVERN MAXON 301 E FOURTH STREET SUITE 2800 CINCINNATI OH 45202 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 518656 15935 0 534591 0 0 534591 8019 526572 26329 26329 509 509 25820 0 25820 0 25820 27404 0 27404 25820 0 0 1570 1096 4989 2511 10166 27404 0 0 0 25820 1584 0 0 11750 0 0 0 0 0 0 1570 10180 1096 4989 2511 1584 X BAY SCHOOL 17 BAY SCHOOL DR BLUE HILL ME 04614 NONE PC GENERAL 2000 CENTER FOR SCIENCE IN THE PUBLIC INTEREST 1250 I STREET NW SUITE 500 WASHINGTON DC 20005 NONE PC GENERAL 250 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD 29 LOS ANGELES CA 90027 NONE PC GENERAL 5000 CINCINNATI CHILDREN'S HOSPITAL 3333 BURNET AVE MLC 9002 CINCINNATI OH 45229 NONE PC GENERAL 4000 DISABILITY LAW CENTER OF VIRGINIA 1512 WILLOW LAWN DR RICHMOND VA 23230 NONE PC GENERAL 50 ENVIRONMENTAL WORKING GROUP (EWG) 1436 U ST NW SUITE 100 WASHINGTON DC 20009 NONE PC GENERAL 50 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PC GENERAL 500 FREESOTRE FOODBANK 3401 ROSENTHAL WAY CINCINNATI OH 452043500 NONE PC GENERAL 1000 GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE MSN IA3 FAIRFAX VA 22030 NONE PC GENERAL 1000 HILTON HEAD - HUMANE ASSOCIATION PO BOX 21790 HILTON HEAD ISLAND SC 29925 NONE PC GENERAL 500 HOMEBOY INDUSTRIES DEVELOPMENT OFFICE 130 WEST BRUNO STREET LOS ANGELES CA 90012 NONE PC GENERAL 150 KPCC FKA SOUTHERN CALIFORNIA PUBLIC RADIO 474 SOUTH RAYMOND AVE PASADENA CA 91105 NONE PC GENERAL 500 LOW COUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON SC 29405 NONE PC GENERAL 1000 NAVY-MARINE CORPS RELIEF SOCIETY 875 N RANDOLPH ST STE 225 ARLINGTON VA 222031767 NONE PC GENERAL 500 NPR PO BOX 791490 BALTIMORE MD 212791490 NONE PC GENERAL 500 PALMETTO ANIMAL LEAGUE 56 RIVERWALK BLVD RIDGELAND SC 29936 NONE PC GENERAL 500 PLANNED PARENTHOOD SOUTH ATLANTIC 123 WILLIAM STREET NEW YORK NY 10038 NONE PC GENERAL 600 SAN DOMENICO SCHOOL 1500 BUTTERFIELD ROAD SAN ANSELMO CA 94960 NONE PC GENERAL 5000 SURFRIDER FOUNDATION PO BOX 72550 SAN CLEMENTE CA 92673 NONE PC GENERAL 200 TOPANGA MONTESSORI PRESCHOOL 1459 OLD TOPANGA CANYON ROAD TOPANGA CA 90290 NONE PC GENERAL 500 TREEPEOPLE LAND TRUST 23075 MULHOLLAND HIGHWAY CALABASAS CA 913022051 NONE PC GENERAL 200 24000 0 14 14818 18 21825 0 36643 0 36643 0 0 0 0 0 0 0 0 0 0 6142.671 SHS VANGUARD SHORT TERM AT COST 64414 64621 743.284 SHS DODGE & COX INTERNATIONAL AT COST 7243 12234 42.002 SHS VANGUARD INTL GROWTH AT COST 3316 4788 226.728 SHS VANGUARD SMALL CAP INDEX AT COST 8198 28019 140.334 SHS VANGUARD MIDCAP INDEX AT COST 9704 50430 251.284 SHS VANGUARD 500 INDEX AT COST 24710 158771 8575.027 SHS FED TOTAL RETURN BOND AT COST 84409 82149 2287.367 SHS NORTHERN ULTRA-SHORT FIXED AT COST 22805 23651 585.720 SHS VANGUARD EQUITY INCOME FUND AT COST 23813 54419 4978.971 FED SH-INTERM TOTAL RETURN BOND FUND AT COST 52371 50885 LEGAL FEES 3404 0 3404 ROUNDING ADJUSTMENT 1 FIRST MERCHANT FEE 5000 0 0 OHIO FILING FEE 100 0 0 REIMBURSEMENT FOR MEV BLOUNT TRAVEL EXPENSE 809 0 0 2024 TAX 624 0 0 2025 ESTIMATED TAX PAYMENTS 640 0 0