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Revised 9/20/96

THE HEIMLICH INSTITUTE FOUNDATION, INC.


BOARD OF TRUSTEES
HEIMLICH 1995-1996
INSTITUTE
FOUHObnOH, NG.
PO. BOX 8858 'Warry W. Whittaker, Pres. ~ o c .Sec. -#
CIICIIXAII.01 45208 1 2 4 9 7 Grandin Road ~radison& Co.
s~~.%.ooar ~ i n c i n n a t i , OH 4 5 2 8 8 5 8 0 Walnut Street
tar513-mw ~incinnati,OH 4 5 2 0 2
( 5 1 3 ) 579-5000

P h i l i p M. Heimlich, Vice Pres. sac. sec. - #


I 6 6 8 0 Lyceum Court ~incinnatiCity Hall
C i n c i n n a t i , OH 45230 801 Plum Street
I (513) 624-9155 ~incinnati,OH 45202
I (513) 352-3647

Joseph J. Dehner, Secretary sot. sec. -#


8 2 2 Y a l e Avenue Frost & Jacobs
Terrace Park, OH 4 5 1 7 4 2 5 0 0 Central Trust Tower
I
C i n c i n n a t i , OH 4 5 2 0 2
(513) 651-6800
(513) 651-6166-Kathy B a r r e t t
(513) 652-6819 Fax

*Cedric W. Vogel, Treasurer ~ o c .Sec. -#


2 2 7 0 Madison Road 5 0 0 A t l a s Bank Building
Cincinnati, OH 4 5 2 0 8 524 Walnut Street
Cincinnati, OW 45202
(513) 421-4225

Soc. Sec. - #
! *Henry
17
J. Heimlich,
Elmhurst Place
Cincinnati, OH 45208
M.D.
Heimlich Institute
2368 Victory Pkwy., #410
Cincinnati, OH 45206
(513) 221-0002

I Mrs. Winston C . Atteberry


BOX 629
Eunice, LA 70535
(318) 457-2705

I Mr. George Blake Sot. Sec.


Cincinnati Enquirer (513) 768-8094 direct
312 E l m Street
C i n c i n a n t i , OH 45202
Benefiting Kathy C a r r
Humanity Ray Carr
3 0 5 7 Saddleback Drive
Through Cincinnati, OH 4 5 2 4 4
Health (513) 231-3010

and
Peace
Mrs. Arthur Murray ( K a t h r y n )
2 8 7 7 Kalakuau Avenue
Honolulu, H I 96815
( 8 0 8 ) 924-4094

. .. Monte L. Rovekamp -#
S O ~ .see.
PO. 13188a 2 8 6 4 Crescent Springs P i k e P.O. Box 19129
Erlanger, KY 41018 Cincinnati, OH 45219-0129
( 6 0 6 ) 341-6050

william P. Sheehan
1673 Braintree
Cincinnati, OH 4 5 2 5 5
(513) 231-7467

Charles 3. Squeri (Chuck) sac, Sec. - #


c / o Squeri Food Service Inc Squeri Foads
619 Linn Street 619 Linn Street
Cincinnati, OH 45203 Cincinnati, OH 4 5 2 0 3
(513) 381-1106

24615 Skyline View Drive (213) 8 5 0 - 2 6 8 5 (office)


Malibu, CA 90265 (213) 657-4861 (home)

Dr. Paul winchell SOC. ~ e c .


3 2 2 6 2 Oakshore Drive
Westlake Village, CA 91361
(818) 991-5754

* These trustees have the discretion as to the distribution of


contributions.

Benefiting
Humanity
Through
Health
and
Peace
Revised: June 1998

THE HEIMLICH INSTITUTE


BOARD OF TRUSTEES
1998
311 SlRAlGM (513) 751-9600
*John Gall, President
CINCINNATI Massachusetts Casualty Ins. Co. (513) 751-9613 (Fax)
2150 Gilbert Avenue (513) 221-8112 (Home)
513-5542391
Cincinnati, Ohio 45206
FAX 513-5542403
Philip M. Heimlich, Vice President Cincinnati City Hall
6680 Lyceum Court 801 Plum Street
Cincinnati, Ohio 45230 Cincinnati, Ohio 45202
(513) 352-3647
(513) 352-4640 (Fax)

Joseph J. Dehner, Secretary Frost &Jacobs


822 Yale Avenue 2500 Central Trust Tower
Terrace Park, Ohio 45174 Cincinnati, Ohio 45202
(513) 651-6800
(513) 651-6166 (Kathy Barrett)
(513) 651-6981 (Fax)

*Cedric W. Vogel, Treasurer Vogel, Heis, Wenstrup & Cameron


2270 Madison Road 817 Main Street, 8" Floor
Cincinnati, Ohio 45208 Cincinnati, Ohio 45202 - 2134
(513) 421-4225
(513) 639-2547'(Fax)

*Henry J. Heimlich, M.D. The Heimlich Institute


17 Elmhurst Place 311 Straight Street
Cincinnati, Ohio 45208 Cincinnati, Ohio 45219
(513) 559-2391
(513) 559-2403 (Fax)

Mrs. Winston C. Atteberry


Box 629
Eunice, LA 70535
(318)
. . 457-2705
Benefiting
George Blake (513) 768-8298 (Direct)
Humanify e, Cincinnati Enouirer (513) 768-8079 (Fax)
Through 312 Elm Street
Cincinnati, Ohio 45202
Health
1 and I
Kathy Carr (513) 871-2221 (Work)
Ray Carr (513) 621-4777 (Work)
3057 Saddleback Drive (513) 231-3010 (Home)
HEIMLICH Cincinnati, Ohio 45244 (513) 621-4771 (Fax)
INSlTME
~~ ~

Mrs. Arthur Murray (Kathryn)


311-IGrn
STREET
2877 Kalakuau Avenue
C ~ N C ~ N MHonolulu,
~ Hawaii 96815
OHIO
45219
513-559-2391
Monte L. Rovekamp P.O. Box 19129
~ ~ 5 1 3 - 5 5 4 2 m2864 crescent Springs Pike Cinciunati, Ohio 45219-0129
heimlichaalou.mm Erlanger, Kentucky 41018 (606) 341-6050
(606) 341-6950 (fax)

William P. Sheehan
1673 Braintree
Cincinnati, Ohio 45255

Richard Weiland 2444 Madison Road, #I406


1055 St. Paul Place Cincinnati, Ohio 45208
Cincinnati, Ohio 45202 (513) 421-8527 - 421-8430
(513) 871-5248 (Home)
(513) 381-0124 (Fax)

Harry W. Whittaker Gradison & Co.


2497 Grandin Road 580 Walnut Street
Cincinnati, Ohio 45208 Cincinnat, Ohio 45202
(513) 579-5000
(513) 579-5982 (Fax)

Anson Williams (213) 850-2685 (Office)


24615 Skyline View Drive (213) 657-4861 (Home)
Malibu, California 90265

Dr. Paul Winchell


32262 Oakshore Drive
Westlake Village, California 91361

Benefiting * These trustees have the discretion as to the distribution of contributions.


Humanity
Through
Health
and
PP~PP Affili.tnrl ~a/ithTho n ~ g r n n o c cArcnrirrtinnc I n r
THE HEIMLICII INSTITUTE FOUNDATION
BOARD OF TRUSTEES

John Gall, President (513) 751-9600


Health & Lie Undenvn~ersAgency, Inc (513) 751-9613 (Fax)
2144 Gilbcrt Avenue (513) 221 -8112 (Home)
Cinclnnalt, OH 45206

Phlip M. llelrnlich, Vlce Prcsldent


6680 Lyceum Court
Cincinnat~.OH 45230

Joseph J. Dehncr. Secretary


Frost Brown & Todd
201 E. Fifth Street
Cincinnati. OH 45202
Cedric (R~ck)W. Vogel. Treasurer
Vogel, Hets, Wcnstrup & C~meron
817 M a ~ nStreet, 8" FI.
Cincinnal~.OH 45202-2134

Henry 1. Heunlich, M.D. (513) 559-2391


The Heimlich Institute (513) 559-2403 (Fax)
311 Straighl Strcet (513) 871-7711
C~nannati.OH 45219

Georgc Blake (513) 762-7715!,


624 Watcbvove Court (513) 762-77% &ax)
C i n ~ n a t iOH
, 45230 (513) 232-3434 (Home)
702-3173 (Cell)

John D a v i s
8044 Montgomery Road, Ste. 163
Cinannati, OH 45236

Harry W. Whittaker
2200 Vlcrory Pwkway
Cint~.,OH 45208
4-

R~chardWclland (513) 421 -8527 421-8430


1055 St Paul Place (513) 871-5248 (Home)
Cinannati. 011 45202 (513) 381-0124)

Kdthy Carr (513) 871-2221 (Work)


Ray Carr (513) 621-4777 (Work)
3057 Saddleback Dnve (513) 231-3010 (Home)
Clnc~nnal~,OH 45244

Anson Will~ams (310) 397-1746 (Work)


24615 Skyl~ncV ~ c wDrlve (310) 456- 5775 (Homc)
Malibu, CA 90265

Monte Rovckamp
2864 Crescent Springs Pke
Erlanger, KY 41018

Jamcs L Palils
7522 Muchrnorc Close
Cinc~nnat~,
OH 45243
- +
.-
THE HEIMLICH INSTITUTE FOUNDATION

FORM 990 OTHER SECURITIES STATEMENT 5

OTHER
SECURITY DESCRIPTION COST/FMV SECURITIES
-

FIXED INCOME AND EQUITY SECURITIES FMV 630,392.


NOTE RECEIVABLE FMV 10,000.
TO FORM 990, LINE 54, COL B

FORM 990 PART V - LIST OF OFFICERS, DIRECTORS, STATEMENT 6


TRUSTEES AND KEY EMPLOYEES

EMPLOYEE
TITLE AND COMPEN- BEN PLAN EXPENSE
NAME AND ADDRESS AVRG HRS/WK SATION CONTRIB ACCOUNT
- - --- - - - --

HENRY J. HEIMLICH M.D. TRUSTEE


311 STRAIGHT STREET 40 12,000. 0. 0.
CINCINNATI, OH 45219
JOHN GALL PRESIDENT
311 STRAIGHT STREET 20 0. 0. 0.
CINCINNATI, OH 45219
PHILIP M. HEIMLICH VICE-PRESIDENT
311 STRAIGHT STREET 5 0. 0. 0.
CINCINNATI, OH 45219
JOSEPH J. DEHNER SECRETARY
311 STRAIGHT STREET 5
CINCINNATI, OH 45219
PIOTR CHOMCZYNSKI TRUSTEE
311 STRAIGHT STREET 1
CINCINNATI, OH 45219
WILLIAM 0. MASHBURN TRUSTEE
311 STRAIGHT STREET 1
CINCINNATI, OH 45219
TOM POWELL TRUSTEE
311 STRAIGHT STREET 1
CINCINNATI, OH 45219

16 STATEMENT ( S ) 5 , 6
13580614 758050 23-12053HEI 2004.05060 THE HEIMLICH INSTITUTE FOUN 23-12051
.. - , .
: THE HEIMLICH INSTITUTE FOUNDATION
RICHARD. WEILAND TRUSTEE
311 STRAIGHT STREET 1
CINCINNATI, OH 45219
HARRY W. WHITTAKER TRUSTEE
311 STRAIGHT STREET 1
CINCINNATI, OH 45219
E. ANTHINY WOODS TRUSTEE
311 STRAIGHT STREET 1
CINCINNATI, OH 45219

TOTALS INCLUDED ON FORM 990, PART V

17 STATEMENT ( S ) 6
13580614 758050 23-12053HEI 2004.05060 THE HEIMLICH INSTITUTE FOUN 23-12051
Form 990 (2005) THE HEIMLICH INSTITUTE FOUNDATION 23-7303161 Page5
1 Pa$ IV-A 1. Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the

a Total revenue, galns, and other support per aud~tedfinancial statements . . . .


b Amounts Included on llne a but not on Part I. llne 12:
1 Net unrealized galns on Investments
2 Donated services and use of faclllt~es
3 Recovenes of prlor year grants
4 8

4 Other (spec~fy): 1 b4 1
Add llnes b l through b4
c Subtract llne b from llne a
d Amounts Included on Part I, llne 12, but not on llne a:
1 lnvestment expenses not Included on Part I, llne 6b
2 Other (speclfy):
Add lrnes d l and d2 -

e Total revenue (Part I, l~ne12). Add l~nesc and d . e


[part I V ~ BI Reconciliation of Expenses per ~ u d i t e d
Financial Statements With Expenses p E k e k m
a Total expenses and losses per aud~tedfinancial statements a N/A
b Amounts ~ncludedon llne a but not on Part I, l~ne17: -,
1 Donated serv~cesand use of f a c ~ l ~ t ~ e s bl
,..* .
2 Pnor year adjustments reported on Part I, l~ne20 . . b2
3 Losses reported on Part I, l~ne20 . .. b3 z ..
4 Other (spec~fy): - b4 :
..

Add l~nesb l through b4 .. b


c Subtract l~neb from l~nea . . c
.~

d Amounts Included on Part I, l~ne17, but not on llne a:


1 Investment expenses not included on Part I, l~ne6b . . dl 1'
2 Other (spec~fy): d2 1 .
Add lines d l and d2 . . d
e Total expenses (Part I, l~ne17). Add l~nesc and d . .. e
k ~ a rV-A]
t Current Officers, Directors, Trustees, and Key Employees ( ~ i set a d person who was a!ofiCer, director, trustee,
or key employee at any tlme during the year even ~fthey were not compensated.) (See the mstructions.)
(0) T~tleand average hours (C) Compensat~on(D-ionsto (E) Expense
(A) Name and address per week devoted to (Ifnot paid, enter ,,~~~,"("2,"dt account and
posltlon -0-.) compensation plans ofher allowances

HEmYY -H_E_IMLZCH_ t- -M?? - - - - - - - - - - - - - - - - TRUSTEE

3LL -S-T-RA_IPHT-STR_E-ET-- - - - - - - - - - - - - - -
CINCINNATI, OH 45219 40.00 12,000. 0. 0.
PHIJLP- _M,-HELMLI-C-H-- - - - - - - - - - - - - - - - VICE-PRESIDENT
3lL -S-T-RA5GHT -s_TRE-ET-- - - - - - - - - - - - - - -
CINCINNATI, OH 45219 5.00 0. 0. 0.

CINCINNATI, OH 45219 20.00 0. 0. 0.


IZO_HN-D-W------------------------- TRUSTEE
3lL -S-TTRA5GHT-STR.-ET- - - - - - - - - - - - - - - -
CINCINNATI, OH 45219 1.00 0. 0. 0.

Form 990 (2005)

5
2005.06000 THE HEIMLICH INSTITUTE FOUN 12053-01
Form 990 (2006) THE HEIMLICH INSTITUTE FOUNDATION 23-7303161 page5
I Part IV-A ) Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the
instructions.)
a ~ d t arevenue,
l galns, and other support per audlted financial statements . a N/A
b Amounts Included on llne a but not on Part I, llne 12.
1Net unrealzed gains on investments -bl
2Donated servlces and use of facllltles - b2
3Recoveries of prlor year grants . , b3

4Other (specify): b4 -- - .-
Add llnes b l through b4 . . b
c Subtract line b from line a . . c
d Amounts Included on Part I, llne 12, but not on llne a:
1 Investment expenses not lncluded on Part I, line 6b dl I
2 Other (specify): d2 1 - --
Add lrnes d l and d2 . d
e Total revenue (Part I, line 12). Add llnes c and d . . .. . e
I Part IV-B I Reconciliation of Expenses per Audited Financial Statements With &enses p k ket'urn
a Total expenses and losses per audlted flnanclal statements
b Amounts Included on llne a but not on Part I, llne 17:
1 Donated servlces and use of facllltles b1
2 Prlor year adjustments reported on Part I, line 20 b2
3 Losses reported on Part I, line 20 b3
4 Other (spec~fy): b4.
-
Add llnes b l through b4 b
c Subtract line b from line a c
d Amounts included on Part I, lrne 17, but not on line a: ( ,
1 Investment expenses not lncluded on Part I, line 6b . . dl 1
2 Other (specify). d2 1 .. ,
Add llnes d l and d2 d
e Total expenses (Part I, line 17) Add llnes c and d e
I Part V-A] Current Officers, Directors, Trustees, and ~ e ~ ~ r n ~ l (~1st
o ~each
e eperson
s who was :officer, dlrector, trustee,
or key employee at any tlme durlng the year even ~fthey were not compensated.) (See the mstrvct~ons.)
(0) Tltle and average hours (C) Compensation (D)nContnbutlons to (E) Expense
(A) Name and address per week devoted to (If not paid, enter B,,L:gp$,"d account and
posltlon -0-.) cornpensatlon plans other allowances
H E ~ x ~ ~ . M L I _ c E ,- - -m- - - - - - - - - - - - - - TRUSTEE
3 ll _S-T-RAJGHT-STR_E-ET-- - - - - - - - - - - - - - -
CINCINNATI, OH 45219 40.00 12,000. 0. 0.

CINCINNATI, OH 45219 20.00 0. 0. 0.


JW-E - M Y -TENH_QwRR - - - - - - - - - - - - - - - - TRUSTEE
3 ll -S-T-RAilGHT -STR_E-E_T-- - - - - - - - - - - - - - -
CINCINNATI, OH 45219 1.00 0. 0. 0.

I I I I
Form 990 (2006)
623041 01-18-07
5
11130718 758050 12053-000 2006.05070 THE HEIMLICH INSTITUTE FOUN 12053-01