2025-03-28T15:27:43-05:00 2024-12-31 341667340 PACKER THOMAS 6601 WESTFORD PLACE SUITE 101 CANFIELD OH 44406 990PF 2024-01-01 316567000 JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION JAME 3307401226 42 MCCLURG ROAD YOUNGSTOWN OH 44512 KIRSTY COURSON TRUST ADMINISTRATOR 3307401226 2025-03-17 1 0 BRIAN COMMONS CPA P00443330 3305339777 2025-03-10 2024 2025-03-06 01:10:19Z X 6828675 X X 8125 8125 187851 187851 268161 1751412 268161 464137 464137 0 0 0 9200 9200 0 58900 58900 0 2300 2300 0 12200 12200 0 82600 82600 0 503600 503600 586200 82600 503600 -122063 381537 250083 456869 456869 822466 630480 630480 3115176 3307356 3307356 717746 623518 623518 1776547 1810452 1810452 6682018 6828675 6828675 1545 36967 1545 36967 X 0 0 0 0 6680473 6791708 6680473 6791708 6682018 6828675 6680473 -122063 233298 6791708 0 6791708 PROTECTED TRADED SECURITIES P 2024-01-01 2024-12-31 1751412 1483251 268161 268161 268161 5303 0 5303 0 5303 3480 0 0 0 3480 0 1823 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A FARMERS TRUST COMPANY 3307437000 42 MCCLURG RD YOUNGSTOWN OH 44512 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FARMERS TRUST COMPANY KIRSTY COURSO 42 MCCLURG RD YOUNGSTOWN OH 44512 TRUST ADMINISTRATOR 0.00 0 0 0 NONE 0 NONE 0 0 6546594 184438 0 6731032 0 0 6731032 100965 6630067 331503 331503 5303 5303 326200 0 326200 0 326200 503600 0 503600 326200 0 0 208431 224411 242219 180860 105223 961144 503600 0 0 0 326200 177400 0 0 1138544 0 0 0 0 0 0 208431 930113 224411 242219 180860 105223 177400 FARMERS TRUST CO TRUSTEE 42 MCCLURG ROAD YOUNGSTOWN OH 44512 3307401226 LETTER DESCRIBING PURPOSE OF REQUEST. PRINTED MATERIAL, BROCHURES AND ANY OTHER INFORMATION PERTINENT TO THE ORGANIZATION. NONE NONE AMERICAN HEART ASSOCIATION 840 SOUTHWESTERN RUN YOUNGSTOWN OH 44514 N/A PUBLIC CHARITY CHARITABLE 5000 CANFIELD FAIR FOUNDATION PO BOX 250 CANFIELD OH 44406 N/A PUBLIC CHARITY CHARITABLE 30000 CANFIELD HISTORICAL SOCIETY 44 W MAIN ST CANFIELD OH 44406 N/A PUBLIC CHARITY CHARITABLE 5000 CANFIELD SCHOOLS 100 WADSWORTH ST CANFIELD OH 44406 N/A PUBLIC CHARITY CHARITABLE 18600 COLEMAN HEALTH SERVICES 611 BELMONT AVE YOUNGSTOWN OH 44502 N/A PUBLIC CHARITY CHARITABLE 18000 COMMUNITY FOUNDATION OF MAHONING VALLEY 201 E COMMERCE ST 150 YOUNGSTOWN OH 44503 N/A PUBLIC CHARITY CHARITABLE 2000 COMPASS FAMILY & COMMUNITY SERVICES 535 MARMION AVE YOUNGSTOWN OH 44502 N/A PUBLIC CHARITY CHARITABLE 10000 DOROTHY DAY HOUSE 620 BELMONT AVE YOUNGSTOWN OH 44502 N/A PUBLIC CHARITY CHARITABLE 10000 FOCUS HIPPOTHEREPY PO BOX 772 CANFIELD OH 44406 N/A PUBLIC CHARITY CHARITABLE 2000 GREATER YOUNGSTOWN ITALIAN FEST 23 E FEDERAL ST YOUNGSTOWN OH 44503 N/A PUBLIC CHARITY CHARITABLE 1000 HELP HOTLINE CRISIS CENTER 261 E WOOD ST YOUNGSTOWN OH 44503 N/A PUBLIC CHARITY CHARITABLE 1000 KENT STATE UNIVERSITY FOUNDATION 800 E SUMMIT ST KENT OH 44240 N/A PUBLIC CHARITY CHARITABLE 16000 MINA'S FOSTER CLOSET 11836 SOUTH AVE NORTH LIMA OH 44452 N/A PUBLIC CHARITY CHARITABLE 5000 OPERATION BLESSING 140 W MAIN ST CANFIELD OH 44406 N/A PUBLIC CHARITY CHARITABLE 1000 PROJECT MKC 6505 MARKET ST YOUNGSTOWN OH 44512 N/A PUBLIC CHARITY CHARITABLE 1000 SALEM COMMUNITY PANTRY INC 794 E 3RD ST SALEM OH 44460 N/A PUBLIC CHARITY CHARITABLE 4000 SALVATION ARMY OF MAHONING COUNTY 1501 GLENWOOD AVE YOUNGSTOWN OH 44511 N/A PUBLIC CHARITY CHARITABLE 5000 ST PAUL FOUNDATION 925 E STATE ST SALEM OH 44460 N/A PUBLIC CHARITY CHARITABLE 2000 UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY 225 WATT ST YOUNGSTOWN OH 44505 N/A PUBLIC CHARITY CHARITABLE 100000 URSULINE SISTERS OF YOUNGSTOWN 1225 ELM ST YOUNGSTOWN OH 44505 N/A PUBLIC CHARITY CHARITABLE 100000 VA NORTHEAST OHIO HEALTHCARE SYSTEM 10702 EAST BOULEVARD CLEVELAND OH 44106 N/A PUBLIC CHARITY CHARITABLE 1000 VETERANS' OUTREACH 7 BELGRADE ST YOUNGSTOWN OH 44505 N/A PUBLIC CHARITY CHARITABLE 1000 VFW POST 9571 11397 ELLSWORTH RD NORTH JACKSON OH 44451 N/A PUBLIC CHARITY CHARITABLE 5000 WESTERN RESERVE LOCAL SCHOOLS 13850 W AKRON-CANFIELD ROAD BERLIN CENTER OH 44401 N/A PUBLIC CHARITY CHARITABLE 10000 YOUNGSTOWN STATE UNIVERSITY 1 UNIVERSITY PLZ YOUNGSTOWN OH 44555 N/A PUBLIC CHARITY CHARITABLE 50000 YSU FOUNDATION 655 WICK AVE YOUNGSTOWN OH 44502 N/A PUBLIC CHARITY CHARITABLE 100000 503600 0 14 8125 14 187851 18 268161 0 464137 0 464137 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9200 9200 0 50,000 ORACLE CORP 48489 48489 100,000 DUKE ENERGY OHIO INC 95494 95494 100,000 PFIZER INC 95360 95360 50,000 CHEVRON CORPORATION 49028 49028 50,000 EXXON MOBIL CORP 48347 48347 50,000 TARGET CORP 47440 47440 100,000 AIR PRODUCTS AND CHEMICALS INC. 93996 93996 75,000 SCHWAB CHARLES CORP SR GLBL NT 3.3%27 72856 72856 75,000 3M CO FR 3.625% 72508 72508 241 SHS MICROSOFT CORPORATION 101582 101582 700 APPLE INC 175294 175294 394 JOHNSON & JOHNSON 56980 56980 271 PEPSICO INC 41208 41208 1660 CISCO SYS INC 98272 98272 853 NEXTERA ENERGY INC 61152 61152 305 VISA INC 96392 96392 976 WALMART INC 88182 88182 631 ALPHABET INC CL A 119448 119448 2549 AT&T INC 58041 58041 1132 CVS HEALTH CORP 50815 50815 409 TJX COMPANIES INC 49411 49411 129 ADOBE SYSTEMS INC 57364 57364 545 MID-AMERICA APARTMENT COMMUNITIES INC 84241 84241 1924 PFIZER INC 51044 51044 1633 VERIZON COMMUNICATIONS 52227 52227 341 CBOE GLOBAL MARKETS INC 66631 66631 3723 KINDER MORGAN INC 102010 102010 89 LOCKHEED MARTIN CORP 43249 43249 20 AUTOZONE INC. 64040 64040 765 EQT CORP 35274 35274 806 SCHLUMBERGER LTD 30902 30902 895 CITIGROUP INC. 62999 62999 320 CME GROUP INC 74314 74314 202 JPMORGAN CHASE & CO. 48421 48421 652 INTERNATIONAL BUSINESS MACHS 143329 143329 1,168 NEWMONT CORP 43473 43473 547 DUKE ENERGY CORP 58934 58934 109 CHUBB LIMITED COM 30117 30117 344 SELECT SECTOR SPDR 77176 77176 324 AMAZON COM INC 71082 71082 2124 KENVUE INC COM 45347 45347 247 EOG RES INC COM 30277 30277 820 GILEAD SCIENCES INC COM 75743 75743 318 HONEYWELL INTL INC 71833 71833 751 AKAMAI TECHNOLOGIES INC 61503 61503 82 INVESCO QQQ TR UNIT SER 1 30674 30674 778 MEDTRONIC PLC SHS 62147 62147 268 KIMBERLY-CLARK CORP COM 35119 35119 551 PHILIP MORRIS INTL INC COM 66313 66313 348 CHENIERE ENERGY INC COM 74775 74775 163 BIOGEN INC COM 24926 24926 1016 SOLVENTUM CORP COM SHS 67117 67117 492 3M CO COM 63512 63512 559 UBER TECHNOLOGIES INC COM 33719 33719 113 UNION PAC CORP COM 25769 25769 476 DELL TECHNOLOGIES INC CL C 54854 54854 1124 PALANTIR TECHNOLOGIES INC CL A 85008 85008 330 ASHLAND INC COM 23582 23582 547 SOUTHERN CO COM 45029 45029 153 ACCENTURE PLC IRELAND SHS CLASS A 53824 53824 765 TWILIO INC CL A 82681 82681 630480 630480 0 0 28184.653 GOLDMAN SACHS INFLATION PROTECTED SECURITIES INSTL CLASS FMV 264372 264372 18,714.239 BLACKROCK ISHARES MSCI EAFE INTERNATIONAL INDEX FUND INSTL CLASS FMV 285392 285392 8841.479 DFA INVESTMENTS DIMMENSIONS EMERGING MARKETS FMV 258564 258564 36,869.028 DFA INVT DIMENSIONS GROUP INC COMMDTY STRG FMV 165173 165173 19,721.456 DFA INVT DIMENSIONS GROUP INC GBL REAL EST FMV 199187 199187 6819.874 JP MORGAN TR LL JPM MBS SEC FD 1 FMV 68540 68540 7320.502 VANGUARD SHORT TERM INVESTMENT GRADE FUND FMV 75474 75474 19333.605 GQG PARTNERS INTERNATIONAL OPPORTUNITIES FMV 378165 378165 5173.912 INVESCO MAIN STREET SMALL CAP FMV 115585 115585 COMMITTEE EXPENSE 12000 12000 0 STATE FILING FEES 200 200 0 UNREALIZED APPRECIATION ON INVESTMENTS 233298 INVESTMENT OPTIONS 1545 36967 INVESTMENT FEES 58900 58900 0 FEDERAL EXCISE TAX 2300 2300 0