2024-05-24T08:14:35-05:00 2023-12-31 311119890 BARNES DENNIG & CO LTD 40 N MAIN STREET SUITE 2000 DAYTON OH 454231002 990PF 2023-01-01 036100828 BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION BILL 9372990720 1 CARTER TALBOT COURT DAYTON OH 45419 JANE E LYNCH TRUSTEE 9372990720 2024-05-14 1 JANE LYNCH XXX-XX-XXXX 0 BENJAMIN J TUSCHONG P01336473 9372237272 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12789356 X X 628 628 628 3107 3107 3107 426070 509871 0 429805 3735 3735 0 0 0 0 52900 0 0 0 45 0 0 0 52945 0 0 0 513500 513500 566445 0 0 513500 -136640 3735 3735 57497 4657 4657 11585088 12784699 12784699 11642585 12789356 12789356 0 0 X 0 0 0 0 11642585 12789356 11642585 12789356 11642585 12789356 11642585 -136640 1283411 12789356 0 12789356 52 0 52 0 52 0 0 0 0 0 0 52 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A ALBERT W LELAND 9372990720 1 CARTER TALBOT COURT DAYTON OH 45419 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES D LOCKWOOD 2710 JUILLIARD ST BOULDER CO 80305 TRUSTEE 1.00 0 0 0 JANE E LYNCH 13715 BLUFFROCK SAN ANTONIO TX 78216 TRUSTEE 1.00 0 0 0 JOHN W LOCKWOOD 205 DURAND WAY PALO ALTO CA 94304 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 12361673 0 0 12361673 0 0 12361673 185425 12176248 608812 608812 52 52 608760 0 608760 0 608760 513500 0 513500 608760 119779 0 0 513500 119779 0 0 393721 0 0 0 0 0 0 0 0 215039 0 0 0 X AGAPE INTERNATIONAL MISSIONS 2000 OPPORTUNITY DRIVE SUITE 100 ROSEVILLE CA 95678 PC FIGHT AGAINST SEX TRAFFICKING 2500 AIR CAMP INC PO BOX 752332 DAYTON OH 454752332 PC SUPPORT EDUCATION IN AVIATION AND AERONAUTICS 5000 ALAMO AREA COUNCIL BSA 2226 NW MILITARY HWY SAN ANTONIO TX 78213 PC PREPARE YOUTH TO MAKE ETHICAL CHOICES OVER LIFETIME 17500 ALL WHEELS UP 5575 LAJOLLA DRIVE FRISCO TX 75034 PC SUPPORT SPECIALIZED WHEELCHAIRS IN CABIN OF AIRLINES 2000 AMERICAN ACADEMY OF PEDIATRICS PO BOX 776437 CHICAGO IL 606776437 PC WELL-BEING OF INFANT CHILDREN 5000 BRAVO VAIL 2271 N FRONTAGE RD W C VAIL CO 81657 PC FOSTERING MUSIC EDUCATION 5000 CAMP INDEPENDENCE OF SAN ANTONIO 8730 AVATOR CIRCLE FAIR OAKS RANCH TX 78015 PC PROVIDE EDUCATIONAL PROGRAMS FOR CHILDREN WITH DIABETES 5000 CHAUTAUQUA INSTITUTION 1 AMES AVE CHAUTAUQUA NY 14722 PC ENRICHMENT OF LIFE THROUGH RELIGIOUS AND SOCIAL PROGRAMS 2500 CLOTHES THAT WORK 1133 S EDWIN C MOSES BLVD SUITE 392 DAYTON OH 45417 PC PROVIDE PROFESSIONAL CLOTHING, IMAGE COUNSELING, AND TRAINING FOR JOB SEEKERS 3000 COLORADO MUSICAL FESTIVAL & CENTER FOR MUSICAL ARTS 200 E BASELINE ROAD BOULDER CO 80026 PC TO CONNECT COMMUNITY MEMBERS THROUGH MUSIC 5000 COLORADO SYMPHONY ORCHESTRA 1000 14TH ST 15 DENVER CO 80202 PC SUPPORT LIVE SYMPHONIC MUSIC IN COLORADO 5000 COMIC RELIEF - RED NOSE DAY 28 LIBERTY ST 35 FL NEW YORK NY 10005 PC END CHILD POVERTY 2500 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 037554400 PC STUDENT DEVELOPMENT 2500 DAYTON ART INSTITUTE 456 BELMONTE PARK NORTH DAYTON OH 45405 PC CELEBRATING VISUAL ART 10000 DAYTON FOOD BANK (DDN) 56 ARMOR PLACE DAYTON OH 45417 PC PROVIDE FOOD TO DISADVANTAGED ADULTS AND CHILDREN 10000 DAYTON FOUNDATION (DECA) 300 COLLEGE PARK DAYTON OH 45469 PC URBAN STUDENT DEVELOPMENT 70000 DAYTON HISTORY 1000 CARILLON BOULEVARD DAYTON OH 45409 PC RESERVE REGION'S PAST 20000 DAYTON LIVE 138 N MAIN STREET DAYTON OH 45402 PC PRESERVE THE FACILITY AND PROVIDE SCHOLARSHIPS FOR SUTDENTS FOR PERFORMANCES 10000 DAYTON PERFORMING ARTS ALLIANCE 126 N MAIN ST SUITE 210 DAYTON OH 45402 PC SUPPORT PERFORMING ARTS COLLABERATION 10000 DBSA DEPRESSION & BIPOLAR SUPPORT 55 E JACKSON BLVD STE 490 CHICAGO IL 60604 PC SUPPORT YOUTH MENTAL HEALTH 3500 DENVER YOUNG ARTISTS ORCHESTRA 1385 S COLORADO BLVD SUITE A722 DENVER CO 80222 PC ORCHESTRAL TRAINING 3000 DEPAUW UNIVERSITY SCHOOL OF MUSIC 605 S COLLEGE AVE GREENCASTLE IN 46135 PC PREPARE UNDERGRADUATE MUSICIANS TO BE LEADERS 2000 DANA FARBER INSTITUTE IT'S A BEACH THING 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 PC BRAIN CANCER RESEARCH 5000 DRESSEMBER FOUNDATION PO BOX 1942 CHINO CA 91708 PC FIGHT AGAINST HUMAN TRAFFICKING 2500 ENGINEERS CLUB OF DAYTON 110 E MONUMENT AVE DAYTON OH 45402 PC SUPPORT ENGINEERING EDUCATION PROGRAMS 15000 FAMILY VIOLENCE PREVENTION SERVICES INC 7911 BROADWAY SAN ANTONIO TX 78209 PC FIGHT AGAINST FAMILY VIOLENCE 15000 FOOD BANK OF THE ROCKIES 10700 E 45TH AVE DENVER CO 80239 PC DISTRIBUTE FOOD TO THOSE EXPERIENCING FOOD INSECURITY 13000 HARMONY LIFE INTERNATIONAL PO BOX 453 HYGIENE CO 80533 PC PROVIDE BASIC MEDICAL CARE, SECURE SHELTER, AND CLEAN WATER TO THE PEOPLE OF UGANDA 2500 HEALTH NETWORK FOUNDATION 33 RIVER STREET CHAGRIN FALLS OH 44022 PC IMPROVE MEDICINE FOR ALL 5000 HEMISFAIR CONSERVANCY 434 S ALAMO ST SAN ANTONIO TX 78205 PC CONSERVATION OF HEMISFAIR PUBLIC SPACES AND AMENITIES 7000 LEVITT PAVILION DAYTON 2312 FAR HILLS AVE DAYTON OH 454191512 PC REVITALIZE DOWNTOWN DAYTON THROUGH MUSIC 5000 LIFE MOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 PC PROVIDE INTERIM HOUSING FOR HOMELESS 30000 MARSHALL UNIVERSITY FOUNDATION 519 JOHN MARSHALL DR HUNTINGTON WV 25703 PC SUPPORT ASPERGER PROGRAM GRADUATE STUDENT MENTORS 15000 MUSE MACHINE 126 N MAIN ST SUITE 310 DAYTON OH 45402 PC YOUTH OPPORTUNITIES FOR ARTS 5000 OAKWOOD SCHOOLS FOUNDATION PO BOX 351 OAKWOOD OH 45409 PC SUPPORT CITY OF OAKWOOD SCHOOLS 500 PHILMONT STAFF ASSOCIATION 17 DEER RUN ROAD CIMARRON NM 87714 PC SUPPORT SEASONAL STAFF AND THE WILDERNESS ADVENTURE 2500 PLANNED PARENTHOOD OF GREATER TX 7424 GREENVILLE AVE DALLAS TX 75231 PC HEALTHCARE SERVICES FOR YOUTH 5000 REACHOUT CLINIC OF MONTGOMERY CO 25 FORAKER STREET DAYTON OH 45409 PC HEALTH CARE SERVICES FOR UNINSURED 2000 ROCKY MOUNTAIN MULTIPLE SCLEROSIS 8845 WAGNER ST WESTMINSTER CO 80031 PC IMPROVE QUALITY OF LIFE FOR THOSE LIVING WITH MS 25500 SAN ANTONIO FOOD BANK 5200 ENRIQUE M BARRERA PK SAN ANTONIO TX 78227 PC PROVIDE FOOD FOR THE HOMELESS AND HUNGRY 10000 SECOND HARVEST OF SILICON VALLEY 4001 NORTH FIRST ST SAN JOSE CA 95134 PC HELP FIGHT FOOD INSECURITY 30000 SMITH MEMORIAL GARDENS 30 PARK AVENUE OAKWOOD OH 45419 PC PRESERVATION OF THE PUBLIC ARE LANDMARK 500 SUSAN B KOMEN COLORADO 50 S STEELE ST STE 100 DENVER CO 80209 PC FIGHT BREAST CANCER 2500 THE ACTION CENTER 8775 W 14TH AVENUE LAKEWOOD CO 80215 PC SUPPORT BASIC HUMAN NEEDS FOR HOMELESS 2500 THE VAIL CHURCH 39209 US-6 AVON CO 81620 PC RELIGIOUS ORGANIZATION 2500 THINK TV -DAYTON PUBLIC TELEVISION 110 S JEFFERSON ST DAYTON OH 45402 PC INSPIRE, INFORM, EDUCATE AND ENGAGE THE JOY OF LEARNING 2500 UNIVERSITY OF CINCINNATI PO BOX 19970 CINCINNATI OH 45219 PC SCHOLARSHIP FUND COLLEGE OF ENGINEERING 74000 UNIVERSITY OF ILLINOIS PO BOX 3429 CHAMPAIGN IL 61826 PC ASSIST INDIVIDUALS WITH DISABILITIES 30000 UNIVERSITY OF WASHINGTON FOUNDATION 4333 BROOKLYN AVE NE SEATTLE WA 981959504 PC SUPPORT ENGINEERING PROGRAM 2000 WRIGHT MEMORIAL PUBLIC LIBRARY 1776 FAR HILLS AVE OAKWOOD OH 454192531 PC GENERAL OPERATING SUPPORT 500 513500 0 628 3107 426070 0 0 429805 429805 1 N/A 0 0 0 0 0 0 0 0 0 0 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-05 32178 5586 COST 0 26592 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-06 32271 5587 COST 0 26684 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-06 32460 5587 COST 0 26873 200 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-06 66351 11173 COST 0 55178 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-06 33600 5587 COST 0 28013 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-06 33638 5587 COST 0 28051 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-06 33638 5587 COST 0 28051 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-06 34156 5587 COST 0 28569 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-06 34172 5587 COST 0 28585 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-07 34526 5587 COST 0 28939 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-07 34665 5587 COST 0 29078 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-08 36240 5586 COST 0 30654 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-12 36216 5586 COST 0 30630 100 SH BERKSHIRE HATHAWAY CLASS B 2005-07 PURCHASED 2023-12 35760 5587 COST 0 30173 BERKSHIRE HATHAWAY CLASS A/B 12516042 12516042 CHARLES SCHWAB CORP 130720 130720 INTEL CORP 25125 25125 MICROSOFT CORP 112812 112812 UNREALIZED GAIN ON INVESTMENTS 1283411 TAX PREPARATION FEES 2900 0 0 0 CONSULTING FEES 50000 0 0 0 TAXES 45 0 0 0