2020-03-16T13:36:14-05:00 2019-12-31 471827469 MMB CPAS & ADVISORS 4340 GLENDALE-MILFORD RD STE 130 CINCINNATI OH 45242 990PF 2019-01-01 262574714 THE GRAHAM EDWIN AND SHARON JANOSIK MITCHELL FOUNDATION GRAH 5133480213 6104 CHAPPELLFIELD DRIVE WEST CHESTER OH 450696447 GRAHAM E MITCHELL PRESIDENT/DIRECTOR 5133480213 2020-03-16 1 KURT MARTY CPA P00226317 5138731284 2020-03-16 2019 2022-09-23 18:48:47Z X 3410375 X X 4885 4885 86719 86719 67553 1052776 67553 159157 159157 0 0 0 2700 2700 0 16488 16488 0 10174 10174 0 29362 29362 0 373100 373100 402462 29362 373100 -243305 129795 782065 66517 66517 1002920 903423 923755 0 148764 150358 1383760 1794464 2269745 3168745 2913168 3410375 0 0 X 3168745 2913168 3168745 2913168 3168745 2913168 3168745 -243305 0 2925440 12272 2913168 UBS FINANCIAL SERVICES 5734 2019-02-07 2019-12-07 702403 700829 1574 1574 UBS FINANCIAL SERVICES 5734 2016-07-06 2019-09-15 350373 284394 65979 65979 67553 0 159600 3236806 0.049308 108100 2981271 0.036260 159813 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CENTRAL PARKWAY CINCINNATI OH 45202 NONE 501(C)(3) TO EMPLOY AND TRAIN LOCAL YOUTH AND TALENT TO CREATE ART AND COMMUNITY IMPACT THROUGH ART 1000 CARDINAL LAND TRUST 790 GARFIELD AVE MILFORD OH 45150 NONE 501(C)(3) LAND TRUST IN SW OHIO TO PRESERVE GREENSPACE AND FARMLANDS 1000 CINCINNATI NATURE CENTER 4949 TEALTOWN RAOD MILFORD OH 45150 NONE 501(C)(3) COMMUNITY SUPPORT FOR THE ENVIRONMENT 25000 CIVIC GARDEN CENTER OF GREATER CINCINNATI 2715 READING ROAD CINCINNATI OH 45206 NONE 501(C)(3) COMMUNITY SUPPORT FOR THE ENVIRONMENT 14000 CRAYONS TO COMPUTERS 1350 TENNESSEE AVENUE CINCINNATI OH 45229 NONE 501(C)(3) SUPPLY CHILDREN VARIOUS SCHOOL SUPPLIES 2000 CROSSROADS MINISTRY OF ESTES PARK 851 DRY GULCH ROAD ESTES PARK CO 80517 NONE 501(C)(3) FINANCIAL ASSISTANCE FOR UNEMPLOYED AND WORKING POOR 2500 DENVER RESCUE MISSION 1130 PARK AVE DENVER CO 80205 NONE 501(C)(3) TO PROVIDE EMERGENCY CARE TO THE POOR AND HOMELESS 2000 FREESTORE FOOD BANK 1250 TENNESSEE AVENUE CINCINNATI OH 45229 NONE 501(C)(3) TO FEED THE HUNGRY 7000 IMPACT 100 CINCINNATI WOMEN TOGETHER CHANGING LIVES 4010 EXECUTIVE PARK DRIVE CINCINNATI OH 45241 NONE 501(C)(3) FUND GRANTS THAT MAKE A LASTING IMPACT IN OUR COMMUNITY IN AREAS OF EDUCATION, HEALTH & ENVIRONMENT. 5100 LITTLE BROTHER - FRIENDS OF THE ELDERLY 5530 COLERAIN AVE CINCINNATI OH 452396802 NONE 501(C)(3) COMMITTED TO RELIEVING THE ISOLATION AND LONELINESS AMONG THE ELDERLY 1000 LITTLE MIAMI CONSERVANCY 209 RAILROAD AVE LOVELAND OH 45140 NONE 501(C)(3) RESTORATION AND PROTECTION OF LITTLE MIAMI RIVER 1000 MIAMI WOMEN'S INITIATIVE MIAMI UNIVERSITY ADVANCEMENT OXFORD OH 45056 NONE 501(C)(3) ADVANCING, MENTORING, INVESTING IN WOMEN 1000 MARCH OF DIMES 10806 KENWOOD ROAD CINCINNATI OH 45242 NONE 501(C)(3) TO SUPPORT PREVENTION OF BIRTH DEFECTS AND INFANT DEATHS 2000 MIAMI IES MIAMI UNIVERSITY ALUMNI ASSOCIATION OXFORD OH 45056 NONE 501(C)(3) ENVIRONMENTAL STUDIES AND RESEARCH 5000 MIAMI UNIVERSITY FOUNDATION 107 ROUDEBUSH HALL OXFORD OH 45056 NONE 501(C)(3) EDUCATIONAL ENDEAVORS 220000 NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY ST MEMPHIS TN 38103 NONE 501(C)(3) SUPPORT MUSEUM OF CIVIL RIGHTS 1000 OHIO ENVIRONMENTAL COUNCIL 1207 GRANDVIEW AVE SUITE 201 COLUMBUS OH 432123449 NONE 501(C)(3) TO PROVIDE ADVOCACY TO PROMOTE SOLUTIONS TO ECOLOGICAL PROBLEMS 4000 PARKINSON SUPPORT AND WELLNESS 260 STETSON STREET STE 2300 CINCINNATI OH 45219 NONE 501(C)(3) EDUCATION, ACTIVITY, AND SUPPORT NETWORK FOR PARKINSONS' COMMUNITY 1000 PEACE LOVE PAWS PO BOX 19533 DENVER CO 80219 NONE 501(C)(3) HELPING PETS OF HOMELESS AND INDIGENT COMMUNITY 1000 PETS IN NEED OF GREATER CINCINNATI 520 W WYOMING AVE CINCINNATI OH 45215 NONE 501(C)(3) PROVIDES NON EMERGENCY VETERINARY CARE FOR LOW INCOME HOUSEHOLDS 2000 PLANNED PARENTHOOD FEDERATION OF AMERICA 2314 AUBURN AVE CINCINNATI OH 45219 NONE 501(C)(3) NON PROFIT PROVIDING REPRODUCTIVE SERVICES TO THE COMMUNITY 5000 PROJECT CURE 10377 E GEDDES AVE STE 200 CENTENNIAL CO 80112 NONE 501(C)(3) SORT AND DELIVER DONATED MEDICAL SUPPLIES TO DEVEL COUNTRIES 1000 REACH OUT LAKOTA 6561 STATION ROAD WEST CHESTER OH 45071 NONE 501(C)(3) COMMUNITY SUPPORT FOR LAKOTA SCHOOL DISTRICT FAMILIES 4000 RED CROSS 2111 DANA AVENUE CINCINNATI OH 45207 NONE HUMANITARIAN AID ORGANIZATION 2000 ROCKY MOUNTAIN CONSERVANCY PO BOX 3100 ESTES PARK CO 80517 NONE 501(C)(3) TO PROVIDE EDUCATIONAL AND AID TO SUPPORT ROCKY MOUNTAIN NATIONAL PARK 4000 RONALD MCDONALD HOUSE CHARITIES OF GREATER CINCINNATI 350 ERKENBRECHER AVENUE CINCINNATI OH 45229 NONE 501(C)(3) TO PROVIDE SUPPORT FOR FAMILIES NEEDING MEDICAL CARE FOR CHILDREN 2000 SOCIAL VENTURE PARTNERS 3805 EDWARDS ROAD SUITE 500 CINCINNATI OH 452091948 NONE 501(C)(3) TO PROVIDE INNOVATIVE WAYS TO STRENTHEN LOCAL NONPROFITS 3000 ST JOHNS 9080 CINCINNATI-DAYTON ROAD WEST CHESTER TOWNSHIP OH 45069 NONE 501(C)(3) TO PROVIDE COMMUNITY SUPPORT FOR LESS FORTUNATE. 10000 ST VINCENT DE PAUL 9864 READING ROAD CINCINNATI OH 45241 NONE 501(C)(3) TO PROVIDE COMMUNITY SUPPORT FOR LESS FORTUNATE 3000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501(C)(3) HEALTH CARE FOR CHILDREN 2000 THE CHILDREN'S HOME OF CINCINNATI 5050 MADISON ROAD CINCINNATI OH 45227 NONE 501(C)(3) COMMUNITY SUPPORT FOR YOUTH 5000 THE CINCINNATI MUSEUM CENTER 1301 WESTERN AVE CINCINNATI OH 45203 NONE 501(C)(3) COMMUNITY SUPPORT FOR EDUCATION AND HISTORY 1000 THE CINCINNATI OBSERVATORY CENTER 3489 OBSERVATORY PLACE CINCINNATI OH 45208 NONE 501(C)(3) TO PROVIDE SUPPORT OF SCIENCE PROGRAMS 1000 THE PARKINSON'S FOUNDATION 1359 BROADWAY STE 1509 NEW YORK NY 10018 NONE RESEARCH AND SUPPORT FOR PARKINSON DISEASE 1000 THE PLANETARY SOCIETY 85 SOUTH GRAND AVENUE PASADENA CA 91105 NONE 501(C)(3) TO PROMOTE THE EXPLORATION OF SPACE THROUGH EDUCATION AND ADVOCACY 1000 THREE VALLEY CONSERVATION TRUST 5920 MORNING SUN ROAD OXFORD OH 450560234 NONE 501(C)(3) TO CONSERVE AND PRESERVE THE NATURAL ENVIRONMENT 2000 UNITED WAY OF GREATER CINCINNATI 2400 READING ROAD SUITE 103 CINCINNATI OH 45202 NONE 501(C)(3) TO FUND COMMUNITY ASSISTANCE PROGRAMS 10000 UNITED WAY OF LAREMIR COUNTY 424 PINE STREET FORT COLLINS CO 80524 NONE 501(C)(3) TO FUND COMMUNITY ASSISTANCE PROGRAMS 2500 WESLEY CHAPEL MISSION CENTER 80 EAST MCMICKEN AVENUE CINCINNATI OH 45202 NONE 501(C)(3) TO SUPPORT CHILDREN'S CARE AND EDUCATION IN OVER-THE-RHINE COMMUNITY. 5000 WEST CHESTER PRESBYTERIAN CHURCH 8930 CINCINNATI-DAYTON ROAD WEST CHESTER OH 45069 NONE 501(C)(3) TO SUPPORT RELIGIOUS ENDEAVORS AND MISSION OUTREACH WORK 8000 YWCA OF GREATER CINCINNATI ANNUAL FUND 898 WALNUT STREET CINCINNATI OH 45202 NONE 501(C)(3) COMMUNITY SUPPORT FOR WOMEN'S PROGRAMS 2000 373100 0 14 4885 14 86719 18 67553 0 159157 0 159157 0 0 0 0 0 0 0 0 0 0 MMB CPA'S & ADVISORS 2700 2700 0 BANK OF AMERICA CORP NTS 2.25% 49568 50047 UNITEDHEALTH GRP 2.70% 49887 50208 AMERICAN EXPRESS NTS 2.20% 49309 50103 903423 923755 0 0 ISHARES CORE HIGH DIV ETF, 1726 SHARES AT COST 144226 169269 ISHARES RUSSEL 1000 GROWTH, 1639 SHARES AT COST 191094 288333 VANGUARD DIV APPREC ADMIRAL, 8034 SHARES AT COST 181861 271873 VANGUARD HIGH DIV YIELD ETF, 1,847 SHARES AT COST 140666 173082 VANGUARD INTL HIGH DIVIDEND YIELD 3,000 SHARES AT COST 173973 191340 SPDR PORTFOLIO LARGE CAP ETF 12,500 SHARES AT COST 345878 472750 SPDR PORTFOLOIO S&P EMERGING 5,000 SHARES AT COST 162736 187950 SPDR DEVELOPED WORLD 12,000 SHARES AT COST 317640 376200 BANK OF AMERICA CORP 5 PRF CLBL 2,000 SHARES AT COST 45363 48140 JP MORGAN CASE DD 5.75% PRF 1,750 SHARES AT COST 47984 47828 US BANKCORP DEL SER B PRF 2,000 SHARES AT COST 43043 42980 INVESTMENT ASSETS BOOK VALUE ADJUSTMENT 12272 UBS FINANCIAL SERVICES, INC. 16488 16488 0 OHIO REGISTRATION FEE 200 200 0 FEDERAL EXCISE TAX 8313 8313 0 OTHER TAXES 1661 1661 0