2024-04-16T08:53:25-04:00 2022-12-31 990PF 2022-01-01 770687226 John and Florence Gandy Foundation % JAMES H MILES JOHN 4196010828 16276 Long Judson Road Bowling Green OH 434029307 JAMES H MILES PRES 2024-04-16 2022 2023-04-26 12:10:37Z X 1304217 X X 60839 60839 60839 28300 213508 0 0 0 0 0 0 0 0 0 89139 60839 60839 14460 7808 0 6652 0 0 0 0 0 0 0 0 0 0 0 0 5487 3182 0 2305 0 0 0 0 0 0 0 0 240 240 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8314 7502 0 812 28501 18732 0 9769 67400 67400 95901 18732 0 77169 -6762 42107 60839 1973 2926 2926 1166 30546 30546 1345 0 1259 1345 1345 0 0 0 0 0 0 20211 20211 21215 0 1268661 1230566 1248185 0 0 0 0 1293270 1285594 1304217 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1290508 1285594 2762 1293270 1285594 1293270 1285594 1293270 -6762 1286508 914 1285594 585 585 585 1345 0 0 1345 760 760 0 false false false 0 0 0 false false false false true true OH OH true false false false false true N/A JAMES H MILES 4196010828 16276 Long Judson Road Bowling Green OH 434029307 false false false false true false false false false false false false false false false false false false false false JAMES H MILES 16276 Long Judson Road Bowling Green OH 43402 PRES 2.00 7230 0 0 DON E ERNSTHAUSEN 7485 U S 6 PEMBERVILLE OH 43450 SECRETARY 2.00 7230 0 0 N A N A 0 1420062 2285 0 1422347 0 0 1422347 21335 1401012 70051 70051 585 0 585 69466 0 69466 0 69466 77169 0 0 0 0 77169 69466 67322 0 77169 67322 9844 0 0 0 0 59622 0 N A N A X ROOSEVELT-WILSON HIGH SCHOOL 315 ROSEMONT AVE CLARKSBURG WV 26301 No Relationship I SCHOLARSHIPS FOR STUDENTS 54400 ELMWOOD HIGH SCHOOL 7650 JERRY CITY ROAD BLOOMDALE OH 44817 No Relationship I SCHOLARSHIPS FOR STUDENTS 13000 67400 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 14 60839 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19 28300 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 89139 0 89139 false false false false false false false false false false PREPARATION OF YEAR END ACCOUNTING AND TAX RETURNS 5487 3182 0 2305 BRIDGE BUILDER CORE BOND - (E) 2022-01 Purchase 2022-10 BRIDGE BUILDER CORE BOND - E 3137 3544 0 0 BRIDGE BUILDER CORE PLUS BOND - (H) 2022-01 Purchase 2022-11 BRIDGE BUILDER CORE PLUS BOND - H 5010 5715 0 0 BRIDGE BUILDER LARGE VALUE - (F) 2022-03 Purchase 2022-11 BRIDGE BUILDER LARGE VALUE - F 8945 9528 0 0 DFA INTL SMALL COMPANY 2021-08 Purchase 2022-01 DFA INTL SMALL COMPANY 140 160 0 0 INVESCO OP INTL GROWTH R6 - (D) 2021-01 Purchase 2022-12 INVESCO OP INTL GROWTH R6 - D 796 1020 0 0 ISHARES MSC EAFE SMALL CAP ET 2021-08 Purchase 2022-03 ISHARES MSC EAFE SMALL CAP ET 5198 6154 0 0 MAINSTAY MACKY HIGH YD CP 46 - (L) 2022-01 Purchase 2022-11 MAINSTAY MACKY HIGH YD CP 46 - L 800 862 0 0 TRP SMALL CAP VALUE 1 2021-08 Purchase 2022-03 TRP SMALL CAP VALUE 1 848 672 0 0 AMERICAN INC FUND OF AMER A 2020-03 Purchase 2022-12 AMERICAN INC FUND OF AMER A 34408 27279 0 0 AMERICAN INC FUND OF AMER A 2014-02 Purchase 2022-12 AMERICAN INC FUND OF AMER A 4782 3492 0 0 AMERICAN CAP INC BUILDER A 2014-02 Purchase 2022-12 AMERICAN CAP INC BUILDER A 9576 8044 0 0 BARON SMALL CAP 1 2016-11 Purchase 2022-08 BARON SMALL CAP 1 5782 5270 0 0 BRIDGE BUILDER CORE BOND - (K) 2014-03 Purchase 2022-03 BRIDGE BUILDER CORE BOND - K 883 907 0 0 BRIDGE BUILDER INTL EQUITY 2015-05 Purchase 2022-01 BRIDGE BUILDER INTL EQUITY 922 788 0 0 BRIDGE BUILDER LARGE GROWTH 2017-03 Purchase 2022-08 BRIDGE BUILDER LARGE GROWTH 3050 2209 0 0 BRIDGE BUILDER SMALL MID VALUIE 2015-05 Purchase 2022-05 BRIDGE BUILDER SMALL MID VALUIE 20053 14436 0 0 BRIDGE BUILDER PLUS BOND 2016-06 Purchase 2022-11 BRIDGE BUILDER PLUS BOND 8995 10680 0 0 DODGE & COX INTL STOCK 2013-05 Purchase 2022-11 DODGE & COX INTL STOCK 9048 7540 0 0 ISHARES GLOBAL REIT ETF 2019-03 Purchase 2022-03 ISHARES GLOBAL REIT ETF 6675 5754 0 0 HARTFORD BALANCED INCOME A - (A) 2017-04 Purchase 2022-12 HARTFORD BALANCED INCOME A - A 4620 4494 0 0 HARTFORD WORLD BOND A - (C) 2019-09 Purchase 2022-12 HARTFORD WORLD BOND A - C 2016 2177 0 0 MAINSTAY MACKAY HIGH DY CP R6 - (M) 2014-02 Purchase 2022-02 MAINSTAY MACKAY HIGH DY CP R6 - M 1339 1482 0 0 TRP SMALL CAP VALUE 1 2018-08 Purchase 2022-08 TRP SMALL CAP VALUE 1 11416 9050 0 0 (A) WASH SALE ADJUSTMENT 2022-12 Purchase 2022-12 A WASH SALE ADJUSTMENT 29 0 0 0 (C) WASH SALE ADJUSTMENT 2022-12 Purchase 2022-12 C WASH SALE ADJUSTMENT 10 0 0 0 (D) WASH SALE ADJUSTMENT 2022-12 Purchase 2022-12 D WASH SALE ADJUSTMENT 13 0 0 0 (F) WASH SALE ADJUSTMENT 2022-10 Purchase 2022-11 F WASH SALE ADJUSTMENT 10 0 0 0 (G) WASH SALE ADJUSTMENT 2022-11 Purchase 2022-12 G WASH SALE ADJUSTMENT 59 0 0 0 (H) WASH SALE ADJUSTMENT 2022-10 Purchase 2022-11 H WASH SALE ADJUSTMENT 156 0 0 0 (I) WASH SALE ADJUSTMENT 2022-10 Purchase 2022-11 I WASH SALE ADJUSTMENT 24 0 0 0 (J) WASH SALE ADJUSTMENT 2022-11 Purchase 2022-11 J WASH SALE ADJUSTMENT 90 0 0 0 (K) WASH SALE ADJUSTMENT 2022-02 Purchase 2022-03 K WASH SALE ADJUSTMENT 7 0 0 0 (L) WASH SALE ADJUSTMENT 2022-10 Purchase 2022-11 L WASH SALE ADJUSTMENT 57 0 0 0 (M) WASH SALE ADJUSTMENT 2022-10 Purchase 2022-11 M WASH SALE ADJUSTMENT 26 0 0 0 (B) WASH SALE ADJUSTMENT 2022-12 Purchase 2022-12 B WASH SALE ADJUSTMENT 21 0 0 0 AMERICAN NEW WORLD F3 - (J) 2021-12 Purchase 2022-12 AMERICAN NEW WORLD F3 - J 1442 1736 0 0 BRIDGE BUILDER INTL EQUITY - (G) 2022-03 Purchase 2022-12 BRIDGE BUILDER INTL EQUITY - G 6516 7531 0 0 AMERICAN INVESTG CO OF AMER F3 2022-03 Purchase 2022-11 AMERICAN INVESTG CO OF AMER F3 912 931 0 0 BRIDGE BUILDER LARGE VALUE 2015-05 Purchase 2022-11 BRIDGE BUILDER LARGE VALUE 16914 11456 0 0 MFS MODERATE ALLOCATION A 2021-12 Purchase 2022-11 MFS MODERATE ALLOCATION A 34060 27857 0 0 (E) WASH SALE ADJUSTMENT 2022-09 Purchase 2022-10 E WASH SALE ADJUSTMENT 91 0 0 0 HARTFORD CHECKS & BAL A - (B) 2017-04 Purchase 2022-12 HARTFORD CHECKS & BAL A - B 4632 4440 0 0 10000 LEHMAN BROS HOLDINGS, INC. 781 25 20000 ATT INC GLOBAL NOTE 2/3/09 19430 21190 AMERICAN CAPITAL INCOME BUILDER FUND 165659 175768 AMERICAN CAPITAL WORLD BOND C1 15705 12757 AMERICAN INVESTMENT CO OF AMER CIF3 29457 34429 AMERICAN NEW WORLD CIF3 18239 19231 AMERICAN INCOME FUND OF AMERICA C1 A 167371 195176 BARON SMALL CAP FUND 10653 9373 BRIDGE BUILDER CORE BOND FUND 66081 56996 BRIDGE BUILDER CORE PLUS BOND FUND 78625 66879 BRIDGE BUILDER INTL EQUITY 30457 29322 BRIDGE BUILDER LARGE GROWTH 52225 57366 BRIDGE BUILDER SMALL MID VALUE 24041 28791 BRIDGE BUILDER LARGE VALUE 43909 58025 BRIDGE BUILDER SMALL MID GROUTH 10978 9216 DODGE & COX INTL STOCK 16798 19849 HARTFORD BALANCED INCOME FUND 108206 104578 HARTFORD CHECKS & BLANCES 112841 105889 HARTFORD WORLD BOND CLA A 9272 9510 HARFORD WORLD BOND FUND 34102 31354 JPMORGAN FEDERAL MONEY MKT 8100 8100 MAINSTAY HIGH YIELD CORP BOND 16394 14213 MFS MODERATE ALLOC FND 140066 142263 T ROWE PRICE SMALL CAP VALUE CII 0 0 ISHARES MFSI EAFE SMALL CAP FD 0 0 I SHARES GLOBAL REIT EFT 0 0 VANGARD FTSE EMERGING MARKETS 19011 14579 FDA INTERNATIONAL SMALL CO CII 13776 10556 INVESCO OPPENHEIMER INT'S GE CLR6 19500 19234 MFS EMERGING MARKETS DEBT C1 12522 9874 MSCI EAFE SMALL CAP 6578 4857 INCOME TAX 914 ATTORNEY GENERAL FILING FEE 200 200 0 0 INVESTMENT ADVISORY FEES 7386 6574 0 812 MISCELLANEOUS EXPENSES 728 728 0 0 FOREIGN TAX ON DIVIDEDS 240 240 0 0