2024-10-15T16:04:31-05:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2023-01-01 311339302 HOWE FAMILY FOUNDATION C/O ROGER L HOWE TRUSTEE HOWE 5133690042 8280 MONTGOMERY RD 102 CINCINNATI OH 45236 ROGER L HOWE OFFICER 5133690042 2024-10-15 1 1 JOHN T LIND P00099011 5132413111 2024-10-15 2023 2024-10-15 13:58:12Z X 13240487 X 2403990 176441 176441 199499 1034880 943849 998 998 2780928 1121288 0 0 0 23346 23346 0 27559 27559 0 45668 4446 200 96573 55351 200 162300 162300 258873 55351 162500 2522055 1065937 613767 1546283 1546283 1301078 2877617 3586925 5861127 5874127 8107279 7775972 10298027 13240487 0 0 X 0 0 0 0 7775972 10298027 7775972 10298027 7775972 10298027 7775972 2522055 0 10298027 0 10298027 FIDELITY 1026794 83101 943693 943693 FLOWTHROUGH FROM PARTNERSHIPS P 7930 -7930 -7930 FLOWTHROUGH FROM PARTNERSHIPS P 7750 7750 7750 FLOWTHROUGH FROM PARTNERSHIPS P 336 336 336 943849 14817 0 14817 0 14817 7083 0 16000 0 23083 0 8266 8266 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 0 0 0 0 0 1 N/A ROGER L HOWE 5133814849 8280 MONTGOMERY RD SUITE 102 CINCINNATI OH 45236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KAREN C HOWE 8280 MONTGOMERY RD SUITE 102 CINCINNATI OH 45236 PRESIDENT 0.00 0 0 0 MARY H DAVIS 8280 MONTGOMERY RD SUITE 102 CINCINNATI OH 45236 SECRETARY 0.00 0 0 0 R EDWIN HOWE 8280 MONTGOMERY RD SUITE 102 CINCINNATI OH 45236 TREASURER 0.00 0 0 0 ROGER L HOWE 8280 MONTGOMERY RD SUITE 102 CINCINNATI OH 45236 TRUSTEE 0.00 0 0 0 JOYCE L HOWE 8280 MONTGOMERY RD SUITE 102 CINCINNATI OH 45236 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 2250904 639889 7364038 10254831 0 0 10254831 153822 10101009 505050 505050 14817 1090 15907 489143 0 489143 0 489143 162500 0 162500 489143 0 0 366369 366369 162500 0 0 0 162500 0 326643 326643 39726 0 0 0 0 0 0 0 39726 39726 ROGER L HOWE JOYCE L HOWE X ACTA 1730 M STREET NW SUITE 600 WASHINGTON DC 200364525 NONE IRC SECTION 501(C)(3 GENERAL 10000 ARTSWAVE 2649 ERIE AVENUE CINCINNATI OH 45208 NONE IRC SECTION 501(C)(3 GENERAL 5000 ASHLAND COUNTY COMMUNITY FOUNDATION 300 COLLEGE AVE ASHLAND OH 44805 NONE IRC SECTION 501(C)(3 GENERAL 500 BIRMINGHAM UNITED METHODIST CHURCH 15018 SOUTH STREET BIRMINGHAM OH 44816 NONE IRC SECTION 501(C)(3 GENERAL 2000 BOCA GRANDE HEALTH CLINIC FOUNDATION 280 PARK AVENUE PO BOX 2340 BOCA GRANDE FL 33921 NONE IRC SECTION 501(C)(3 GENERAL 5600 BOCA GRANDE HISTORICAL SOCIETY 170 PARK AVE BOCA GRANDE FL 33921 NONE IRC SECTION 501(C)(3 GENERAL 500 CAMP DAGGETT - WALLOON LAKE 03001 CHURCH RD PETOSKEY MI 49770 NONE IRC SECTION 501(C)(3 GENERAL 100 CAMP STEPPING STONES 5650 GIVEN ROAD CINCINNATI OH 45243 NONE IRC SECTION 501(C)(3 GENERAL 500 CAROLYN & ROBERT FREDERICK ETHICS CHAIR - DEPAUW UNIVERSITY 201 EAST SEMINARY RD PO BOX 37 GREENCASTLE IN 46135 NONE IRC SECTION 501(C)(3 GENERAL 200 CET 1223 CENTRAL PARKWAY CINCINNATI OH 45214 NONE IRC SECTION 501(C)(3 GENERAL 200 CHI OMEGA FOUNDATION 3395 PLAYERS CLUB PKWY MEMPHIS TN 38125 NONE IRC SECTION 501(C)(3 GENERAL 200 CINCINNATI ARTS ASSOCIATION 650 WALNUT STREET CINCINNATI OH 45202 NONE IRC SECTION 501(C)(3 GENERAL 2000 CINCINNATI COUNTRY DAY SCHOOL 6905 GIVEN RD CINCINNATI OH 45243 NONE IRC SECTION 501(C)(3 GENERAL 300 CINCINNATI PARKS FOUNDATION 421 OAK ST CINCINNATI OH 45219 NONE IRC SECTION 501(C)(3 GENERAL 200 CINCINNATI WORKS 37 WEST 7TH STREET SUITE 200 CINCINNATI OH 45202 NONE IRC SECTION 501(C)(3 GENERAL 500 FIDELITY CHARITABLE GIFT FUND 245 SUMMER STREET MZ NM43A BOSTON MA 02210 NONE IRC SECTION 501(C)(3 GENERAL 75000 FREE STORE FOOD BANK 112 E LIBERTY ST CINCINNATI OH 45202 NONE IRC SECTION 501(C)(3 GENERAL 300 FRIENDS OF BOCA GRANDE 131 1ST ST W BOCA GRANDE FL 33921 NONE IRC SECTION 501(C)(3 GENERAL 5000 GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION 131 1ST ST W 8 BOCA GRANDE FL 33921 NONE IRC SECTION 501(C)(3 GENERAL 5000 HARBOR CUP FUND 616 PETOSKEY ST 203 PETOSKEY MI 49770 NONE IRC SECTION 501(C)(3 GENERAL 200 HEALTH NETWORK FOUNDATION 33 RIVER STREET CHAGRIN FALLS OH 44022 NONE IRC SECTION 501(C)(3 GENERAL 2000 JOHANN FUST LIBRARY 1040 W 10TH STREET BOCA GRANDE FL 33921 NONE IRC SECTION 501(C)(3 GENERAL 1000 LADD 3603 VICTORY PKWY CINCINNATI OH 45229 NONE IRC SECTION 501(C)(3 GENERAL 500 MCLAREN NORTHERN MICHIGAN FOUNDATION 360 CONNABLE AVE PETOSKEY MI 49770 NONE IRC SECTION 501(C)(3 GENERAL 2500 PORTMAN CNTR ENDOWMENT UC FD 2800 CLIFTON AVENUE CINCINNATI OH 45221 NONE IRC SECTION 501(C)(3 GENERAL 25000 SIGMA CHI FOUNDATION 1714 HINMAN AVE EVANSTON IL 60201 NONE IRC SECTION 501(C)(3 GENERAL 1000 TAFT MUSEUM OF ART 316 PIKE STREET CINCINNATI OH 45202 NONE IRC SECTION 501(C)(3 GENERAL 500 THE ISLAND SCHOOL 135 1ST ST W BOCA GRANDE FL 33921 NONE IRC SECTION 501(C)(3 GENERAL 2000 THOMAS G LABRECQUE FOUNDATION 1219 PRINCE STREET SUITE 200 ALEXANDRIA VA 22314 NONE IRC SECTION 501(C)(3 GENERAL 1000 UNITED WAY 2400 READING RD CINCINNATI OH 45202 NONE IRC SECTION 501(C)(3 GENERAL 10000 UNIVERSITY UNITARIAN CHURCH 5509 S PENNSYLVANIA AVE LANSING MI 48911 NONE IRC SECTION 501(C)(3 GENERAL 1000 WAKEMAN COMMUNITY LIBRARY 33 PLEASANT STREET WAKEMAN OH 44889 NONE IRC SECTION 501(C)(3 GENERAL 1000 WALLOON LAKE ASSOCIATION 4060 N M-75 102 WALLOON LAKE MI 49796 NONE IRC SECTION 501(C)(3 GENERAL 1000 WALLOON SAILORS PO BOX 801 PETOSKEY MI 49770 NONE IRC SECTION 501(C)(3 GENERAL 200 YWCA OF CINCINNATI 898 WALNUT ST CINCINNATI OH 45202 NONE IRC SECTION 501(C)(3 GENERAL 300 162300 0 176441 16 523000 14 998 18 199499 176441 200497 0 376938 0 0 0 0 0 0 0 0 0 0 X X 1 ROGER L HOWE 8280 MONTGOMERY RD CINCINNATI OH 45236 1201995 X 2 JOYCE L HOWE 8280 MONTGOMERY RD CINCINNATI OH 45236 1201995 X 1 2,000 SHARES ABBVIE INC 277580 2023-11-28 1 750 SHARES EASTGROUP PROPERTIES INC 128775 2023-11-28 1 500 SHARES GOLDMAN SACHS GROUP INC 168318 2023-11-28 1 14,000 SHARES INTEL CORP 616280 2023-11-28 1 100 SHARES JM SUCKER CO 11042 2023-11-28 2 2,000 SHARES ABBVIE INC 277580 2023-11-28 2 750 SHARES EASTGROUP PROPERTIES INC 128775 2023-11-28 2 500 SHARES GOLDMAN SACHS GROUP INC 168317 2023-11-28 2 14,000 SHARES INTEL CORP 616280 2023-11-28 2 100 SHARES JM SMUCKER CO 11043 2023-11-28 A COPY OF THE FEDERAL FORM 990-PF IS NOT FILED WITH THE STATE OF OHIO ACCORDING TO THE POLICIES SET FORTH BY THE OFFICE OF THE ATTORNEY GENERAL WITH THE STATE OF OHIO. IN LIEU OF A FEDERAL FORM 990-PF COPY, THE FOUNDATION IS REQUIRED TO SUBMIT AN ANNUAL VERIFICATION OF REGISTRATION WITH THE OHIO ATTORNEY GENERAL'S OFFICE. THE FOUNDATION HAS COMPLIED WITH THE FILING REQUIREMENTS FOR THE STATE OF OHIO FOR THE 2023 YEAR. 9,000 SHARES ABBOTT LABORATORIES 491310 990630 18,700 SHARES CORNING INC 598587 569415 4,000 SHARES ABBVIE INC 555160 619880 28,000 SHARES INTEL CORP 1232560 1407000 GP GLOBAL EQUITY STRATEGIES AT COST 2572389 3410194 GP LOW VOLATILITY HEDGED STRATEGIES OFFSHORE AT COST 984466 1317104 GP EMERGING MARKETS STRATEGIES AT COST 969552 1074767 GP OPPORTUNISTIC GROWTH STRATEGIES OFFSHORE AT COST 1347720 2305214 OHIO FILING FEE 200 0 200 OTHER PORTFOLIO DEDUCTIONS 4446 4446 0 PREVIOUSLY DEDUCTIBLE PORTFOLIO DEDUCTIONS 34652 0 0 UBTI 6370 0 0 PARTNERSHIP PORTFOLIO INCOME 998 998 998 PARTNERSHIP OTHER INCOME 0 0 0 PARTNERSHIP OTHER INCOME 0 0 0 FOREIGN TAXES 9559 9559 0 FEDERAL EXCISE TAX PAID 18000 18000 0