2024-11-04T15:38:04-05:00 2023-12-31 311626386 DEAN WHITAKER & CO INC 7596 TYLERS PLACE BLVD WEST CHESTER OH 45069 990PF 2023-01-01 311433019 WOOD-BYER FOUNDATION WOOD 5139849775 5100 ROLLMAN ESTATES DRIVE CINCINNATI OH 45236 ROBERT WOOD TREASURER 5139849775 2024-11-04 true false DEAN G WHITAKER CPA P01281394 5134929016 2024-11-04 2023 2024-10-15 13:58:12Z X 1767531 X X 46574 46574 7883 84587 1572 54457 48146 1450 1450 5000 5000 1194 1194 200 200 7844 7844 0 88000 88000 95844 7844 88000 -41387 40302 22937 23220 23220 1397077 1355407 1744311 1420014 1378627 1767531 0 X 1420014 1378627 1420014 1378627 1420014 1378627 1420014 -41387 1378627 1378627 1572 560 560 560 618 1000 1618 1058 1058 false false false false false false false true true OH true false false false false true N/A ROBERT A WOOD 5139849775 5100 ROLLMAN ESTATES DRIVE CINCINNATI OH 45236 false false false false false false false false false false false false false false false false false false false false PRISCILLA WOOD BYER 5104 ROLLMAN ESTATES DRIVE CINCINNATI OH 45236 PRESIDENT 000.00 0 0 0 ROBERT WOOD 5100 ROLLMAN ESTATES DRIVE CINCINNATI OH 45236 TREASURER 000.00 0 0 0 JAMES WOOD 2232 SKYLER DRIVE MT PLEASANT SC 29466 VICE PRESIDE 000.00 0 0 0 NONE NONE N/A 1686546 28700 0 1715246 1715246 25729 1689517 84476 84476 560 560 83916 83916 83916 88000 88000 83916 84398 88000 84398 3602 80314 X AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 PC GENERAL SUPPORT 1000 ASSISTANCE LEAGUE OF GREATER CINTI 1057 META DRIVE CINCINNATI OH 45237 PC OPERATION SCHOOL BELL 2000 BETHANY HOUSE 4769 READING ROAD CINCINNATI OH 45237 PC GENERAL SUPPORT 1000 BREAKTHROUGH CINCINNATI 6905 GIVEN ROAD CINCINNATI OH 45243 PC SUMMER SCHOLARS 5000 CANCER SUPPORT COMMUNITY 4918 COOPER ROAD CINCINNATI OH 45242 PC GENERAL SUPPORT 5000 CEDAR VILLAGE FOUNDATION 8485 RIDGE ROAD CINCINNATI OH 45236 PC GENERAL SUPPORT 2000 CHARLESTON ANIMAL SOCIETY 2455 REMOUNT ROAD NORTH CHARLESTON SC 29406 PC GENERAL SUPPORT 2500 CHILDHOOD FOOD SOLUTIONS 2573 ST LEO PLACE CINCINNATI OH 45225 PC SUMMER-WINTER VACATION SACK PROGRAM 4000 CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE MLC 9002 CINCINNATI OH 452299002 PC GENERAL SUPPORT 2000 CINCINNATI WORKS 708 WALNUT ST 2ND FLOOR CINCINNATI OH 45202 PC GENERAL SUPPORT 1500 CINCINNATI ZOO 3400 VINE STREET CINCINNATI OH 452201399 PC SUMMER CAMP PROGRAMS 1500 CRAYONS TO COMPUTERS 1350 TENNESSEE AVE CINCINNATI OH 45229 PC TEACHER RESOURCE CENTER 3000 DEPAUL CRISTO REY HIGH SCHOOL 3440 CENTRAL PARKWAY CINCINNATI OH 45225 PC ANNUAL FUND 4000 EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE ROAD MT PLESANT SC 29466 PC GENERAL SUPPORT 1000 EDISTO ISLAND OPEN LAND TRUST PO BOX 1 EDISTO ISLAND SC 29438 PC GENERAL SUPPORT 2500 EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 600268022 PC THE PROMISE CAMPAIGN 1000 FERNSIDE 4360 COOPER RD 100 CINCINNATI OH 45242 PC SCHOOL PROGRAMS 2500 FREESTORE FOODBANK 1141 CENTRAL PARKWAY CINCINNATI OH 45202 PC GENERAL SUPPORT 3000 HOSPICE OF CINCINNATI 4360 COOPER ROAD CINCINNATI OH 45242 PC CHARITABLE SERVICE PROGRAMS 2500 INTERFAITH HOSPITALITY NETWORK 990 NASSAU ST CINCINNATI OH 45206 PC CHILD ENRICHMENT PROGRAM 1000 JEWISH FAMILY SERVICES 9395 KENWOOD ROAD CINCINNATI OH 45242 PC GENERAL SUPPORT 3500 JEWISH FEDERATION 8499 RIDGE ROAD CINCINNATI OH 45236 PC JEWISH FEDERATION CAMPAIGN 10000 MAKE-A-WISH FOUNDATION 2545 FARMERS DR STE 300 COLUMBUS OH 43235 PC GENERAL SUPPORT 2000 MAYERSON JCC 8485 RIDGE ROAD CINCINNATI OH 45236 PC GENERAL SUPPORT 2500 MUSCULAR DYSTROPHY ASSOCIATION 1080 NIMITZVIEW DR 208 CINCINNATI OH 45230 PC MG SUPPORT GROUPS 2000 PEOPLE WORKING COOPERATIVELY 4612 PADDOCK ROAD CINCINNATI OH 45229 PC GENERAL SUPPORT 2000 PURCELL-MARIAN HIGH SCHOOL 2935 HACKBERRY STREET CINCINNATI OH 45206 PC EDUCATION FUND 3000 RONALD MCDONALD HOUSE CHARITIES 341 ERKENBRECHER AVE CINCINNATI OH 45229 PC GENERAL SUPPORT 1000 SEEDS OF PEACE PO BOX 70372 NEWARK NJ 071010096 PC CINCINNATI CHAPTER 1000 SPCA CINCINNATI 11900 CONREY ROAD CINCINNATI OH 45249 PC GENERAL SUPPORT 1500 ST FREDERICK & ST STEPHEN CATHOLIC PO BOX 602 EDISTO ISLAND SC 29438 PC BUILDING FUND 5000 ST JUDE CHILDREN'S RESEARCH HOSP 501 ST JUDE PLACE MEMPHIS TN 38105 PC GENERAL SUPPORT 3000 UPSPRING PO BOX 23300 CINCINNATI OH 45223 PC SUMMER 360 PROGRAM 1500 WEIZMANN INSTITUTE OF SCIENCE 633 THIRD AVENUE NEW YORK NY 10017 PC MG RESEARCH 2000 88000 46574 7883 54457 54457 false false false false false false false false false false ACCOUNTING 1450 1450 DIMENSIONAL ETF TRUST CORE FIXED INC 2023-06 PURCHASE 2023-11 2414 2470 -56 DFA INTERNATIONAL VECTOR EQUITY PORT 2021-06 PURCHASE 2023-11 9732 11219 -1487 DFA INTERNATIONAL VECTOR EQUITY PORT 2021-12 PURCHASE 2023-11 1528 1647 -119 DIMENSIONAL ETF TRUST CORE FIXED INC 2022-11 PURCHASE 2023-11 3641 3688 -47 ISHARES CORE S&P 500ETF 2021-06 PURCHASE 2023-11 38412 36311 2101 VANGUARD DEVELOPED MARKETS INDEX 2021-06 PURCHASE 2023-11 6316 7287 -971 VANGUARD INDEX FDS VANGUARD GROWTH 2010-01 PURCHASE 2023-11 6783 1227 5556 VANGUARD INDEX FDS VANGUARD GROWTH 2021-06 PURCHASE 2023-11 1180 1135 45 VANGUARD INDEX FDS VANGUARD GROWTH 2022-06 PURCHASE 2023-11 6489 4802 1687 VANGUARD SHORT TERM BOND INDEX 2010-01 PURCHASE 2023-11 6520 6918 -398 MUTUAL FUND INVESTMENTS AT COST 1355407 1744311 EXPENSES FILING FEES 200 200 ADVISOR FEES 5000 5000 FOREIGN TAXES PAID 1194 1194 FEDERAL INCOME TAX