2025-05-14T13:01:19-05:00 2024-12-31 824393325 WESTERN RESERVE TRUST COMPANY 600 SUPERIOR AVE E STE 1701 CLEVELAND OH 441142614 990PF 2024-01-01 311533904 SCH FOUNDATION SCHF 2166357705 600 SUPERIOR AVE E 1701 CLEVELAND OH 44114 MARK F SWARY TRUSTEE 2163822000 2025-05-14 1 1 DOMINIC M FRAGAPANE P01825932 2163822000 2024 2025-03-06 01:10:19Z X X 0 X X 24 24 20927 20927 648847 1000083 648847 18880 18773 107 688678 688571 107 0 0 0 0 26193 23593 0 2600 5161 5161 0 0 168 61 0 0 200 0 0 200 31722 28815 0 2800 1000840 1000840 1032562 28815 0 1003640 -343884 659756 107 4603 268904 0 0 49884 0 0 28326 0 0 351717 0 0 0 0 X 522660 522660 0 0 -170943 -522660 351717 0 351717 0 351717 -343884 10940 18773 18773 0 CHARLES SCHWAB 2023-01-01 2024-12-31 979416 338471 640945 640945 ENTERPRISE PRODUCTS 2024-10-03 2024-12-31 20667 12765 7902 7902 648847 9171 0 9171 0 9171 107 0 0 0 107 X 21 9085 0 0 0 0 0 0 0 0 0 0 0 1 0 1 OH 0 0 0 0 0 1 N/A MARK F SWARY 2166357705 600 SUPERIOR AVE E SUITE 1701 CLEVELAND OH 441142614 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK F SWARY 600 SUPERIOR AVE E 1701 CLEVELAND OH 44114 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 712834 88927 0 801761 0 0 801761 12026 789735 39487 39487 9171 9171 30316 0 30316 0 30316 1003640 0 1003640 30316 0 0 0 1003640 0 0 0 30316 973324 0 0 973324 0 0 0 0 0 0 0 973324 973324 X THE CLEVELAND FOUNDATION 6601 EUCLID AVE CLEVELAND OH 44103 UNRELATED PC GENERAL 1000840 1000840 0 14 24 14 20927 18 648847 ENTERPRISE PRODUCTS K-1 01 18773 PRIOR YEAR TAX OVERPAYMENT 01 107 0 688678 0 688678 0 0 0 0 0 0 0 0 0 0 CLEVELAND FOUNDATION 6601 EUCLID AVE CLEVELAND OH 44103 CASH 1000840 OHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQURIED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION. THE PRIVATE FOUNDATION HAS SERVED ITS INTENDED PURPOSE AND IS TERMINATING ITS STATUS UNDER SECTION 507(B)(1)(A) BY DISTRIBUTING ALL OF ITS REMAINING ASSETS TO A COMMUNITY FOUNDATION, THE CLEVELAND FOUNDATION, THAT HAS BEEN IN EXISTENCE FOR MORE THAN 60 MONTHS. PARTNERSHIP INCOME 18773 OHIO ANNUAL REPORT 200 0 0 200 ENTERPRISE PRODUCTS K-1 18773 18773 0 PRIOR YEAR TAX OVERPAYMENT 107 107 PARTNERSHIP DISTRIBUTIONS 3384 BOOK TO TAX DIFFERENCES 7556 TRUSTEE FEES 14026 14026 0 0 TAX PREPARATION FEES 2600 0 0 2600 INVESTMENT MANAGEMENT FEES 9567 9567 0 0 FOREIGN TAXES 61 61 0 0 2023 FEDERAL TAX ESTIMATE 107 0 0 0