2024-03-19T10:12:07-07:00 2023-12-31 310928310 Luper Neidenthal & Logan 1160 Dublin Rd Ste 400 Columbus OH 43215 990PF 2023-01-01 266375848 Allene N Gilman Charitable Trust ALLE 6142246828 5910 Venture Dr B Dublin OH 43017 Neil M Moss Trustee 2024-03-19 true Neil M Moss 999009999 true Roger T Whitaker P00049179 6142217663 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 5282377 X X 98729 98729 284432 594659 284432 383161 383161 19568 1227 29298 29298 1044 1044 200 51337 30342 0 217000 217000 268337 30342 217000 114824 352819 8343 8847 47847 7704 4300429 4414748 4365676 856668 4482 4308772 4423595 5282377 1 1 0 X 4308771 4423595 4308771 4423595 4308772 4423595 4308771 114824 4423595 4423595 PUBLICLY TRADED SECURITIES P 26968 32557 -5589 -5589 PUBLICLY TRADED SECURITIES P 222532 277670 -55138 -55138 Capital Gain Dividends 345159 284432 -60727 4904 4904 4904 3709 3709 1195 0 false false false false false false false true true OH true false false false false true N/A William K Burton 6142246828 5910 Venture Dr Suite B Dublin OH 43017 false false false false true false false false false false false false false false false false false false false false false false Neil M Moss 5910 Venture Dr Suite B Dublin OH 43017 Trustee 5.00 19568 William K Burton 5910 Venture Drive Suite B Dublin OH 43017 Advisory Commit 2.00 0 NONE NONE 4944687 5394 0 4950081 0 4950081 74251 4875830 243792 243792 4904 4904 238888 238888 238888 217000 217000 238888 3349 5171 18264 26784 217000 0 217000 21888 21888 4896 0 4896 4896 X JDC 220 E 42nd St 4th Floor New York NY 10017 None PC General Charitable purposes 60000 Champions for Learning 3606 Enterprise Ave Ste 150 Naples FL 34104 None PC General Charitable Purposes 5000 CHOICES 1105 Schrock Rd Columbus OH 43229 None PC General Charitable Purposes 1000 Columbus Jewish Day School 150 E Granville Rd New Albany OH 43054 None PC General Charitable Purposes 2000 Columbus Jewish Foundation 1175 College Ave Columbus OH 43209 None PC General Charitable Purposes 25000 Columbus Literacy Council 92 Jefferson Ave Columbus OH 43215 None PC General Charitable Purposes 1000 Columbus Museum of Art 480 E Broad St Columbus OH 43215 PC General Charitable Purposes 1000 Columbus Symphony Orchestra 55 E State ST Columbus OH 43215 None PC General Charitable Purposes 1000 Faith Mission 245 N Grant Ave Columbus OH 43215 None PC General Charitable Purposes 1000 HALO Foundation 1330 Boylston St Chestnut Hill MA 02467 None PC General Charitable Purposes 2000 HIAS PO Box 97077 Washington DC 20090 None PC General Charitable Purposes 25000 Hillel Internationals 800 Eight St NW Washington DC 20001 None PC General Charitable Purposes 5000 Hole in the Wall Gang Fund Inc 555 Long Wharf Dr New Haven CT 06511 None PC General Charitable Purposes 1000 Israel Guide Dog Center for the Bli 968 Easton Rd Ste H Warrington PA 18976 None PC General Charitable Purposes 1000 JCC of Greater Columbus 1125 College Ave Columbus OH 43209 None PC General Charitable Purposes 1000 MADD Columbus Chapter 102 W Main St New Albany OH 43054 None PC General Charitable Purposes 1000 Make-A-Wish Foundation 2545 Farmers Dr Ste 300 Columbus OH 43235 None PC General Charitable Purposes 1000 Mazon A Jewish Response to Hunger PO Box 96119 Washington DC 20090 None PC General Charitable Purposes 2000 MGH Aspire 125 Nashua St Boston MA 02114 PC General Charitable Purposes 1000 Mid-Ohio Food Collective PO Box 182883 Columbus OH 43218 None PC General Charitable Purposes 3000 Nationwide Children's Hospital Fdn PO Box 16810 Columbus OH 43216 None PC General Charitable Purposes 1000 NCSEJ 1120 20th St NW Ste 300N Washington DC 20036 None PC General Charitable Purposes 10000 OSU Hillel 46 E 16th Ave Columbus OH 43201 None PC General Charitable Purposes 2000 OSU Melton Center for Jewish Studie 14 E 15th Ave Columbus OH 43201 None PC General Charitable Purposes 1000 Planned Parenthood of Greater Ohio 206 E State St Columbus OH 43215 None PC General Charitable Purposes 1000 ProMusica Chamber Orchestra 620 E Broad St Ste 300 Columbus OH 43215 None PC General Charitable Purposes 1000 Temple Israel 3100 E Broad St Columbus OH 43215 None PC General Charitable Purposes 50000 Thurber House 77 Jefferson Ave Columbus OH 43215 None PC General Charitable Purposes 1000 United Way of Central Ohio 360 S Third St Columbus OH 43215 None PC General Charitable Purposes 2000 Wexner Heritage Village 1151 College Ave Columbus OH 43209 None PC General Charitable Purposes 5000 Women's Fund of Central Ohio 2323 W Fifth Ave Ste 230 Columbus OH 43204 None PC General Charitable Purposes 1000 YWCA 65 S Fourth St Columbus OH 43215 None PC General Charitable Purposes 1000 jJewish Family Services 1070 College Ave Columbus OH 43209 None PC General Charitable Purposes 1000 217000 98729 284432 98729 284432 383161 false false false false false false false false false false Luper Neidenthal & Logan 1227 0 0 0 State Filing Fees 200 Investment Advisory Fees 29298 29298 0 0 Foreign Taxes Withheld on Dividends 1044 1044