2016-11-08T07:18:29-06:00 2015-12-31 341597728 HARTLAND 1100 SUPERIOR AVE E STE 700 CLEVELAND OH 44114 990PF 2015-01-01 205428903 SHAUGHNESSY FAMILY FOUNDATION SHAU 2169255671 37699 CEDAR ROAD GATES MILLS OH 44040 MICHAEL R SHAUGHNESSY TRUSTEE/PRESIDENT 2169255671 2016-10-11 1 DAVID P MILLER P00421464 2166211090 2015 2017-02-10 21:41:12Z X 778129 X X 18550 18550 66137 533318 66137 40 40 84727 84727 0 0 0 3279 1639 1640 1537 118 200 4816 1757 1840 525000 525000 529816 1757 526840 -445089 82970 56900 25115 25115 967016 553712 674059 77033 77033 78955 1100949 655860 778129 0 0 X 0 0 0 0 1100949 655860 1100949 655860 1100949 655860 1100949 -445089 0 655860 0 655860 SCHWAB - 8605-7133 - SHORT TERM P 3077 3451 -374 -374 SCHWAB - 8605-7133 - LONG TERM P 518169 463730 54439 54439 CAPITAL GAINS DIVIDENDS P 12072 12072 12072 66137 0 471273 1618801 0.291125 562306 1803311 0.311819 516529 1861007 0.277553 90396 1879846 0.048087 103735 1778130 0.058339 0.986923 0.197385 1240924 244940 830 245770 526840 X 830 0 830 0 830 1100 1100 7 263 263 0 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 0 0 0 1 N/A HARTLAND 2169255671 1100 SUPERIOR AVE E STE 700 CLEVELAND OH 44114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL R SHAUGHNESSY 37699 CEDAR ROAD GATES MILLS OH 44040 TRUSTEE/PRESIDENT 0.00 0 0 0 MARIAN K SHAUGHNESSY 37699 CEDAR ROAD GATES MILLS OH 44040 TRUSTEE/VICE PRESIDENT 0.00 0 0 0 ANNE E SHAUGHNESSY 758 N LARABEE ST UNIT 831 CHICAGO IL 60654 TRUSTEE/SECRETARY 0.00 0 0 0 KATHERINE T SHAUGHNESSY 1010 EUCLID AVE 910W CLEVELAND OH 44115 TRUSTEE/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 1204717 55104 0 1259821 0 0 1259821 18897 1240924 62046 62046 830 830 61216 0 61216 0 61216 526840 0 526840 830 526010 61216 0 0 366914 474472 392411 1233797 526840 0 0 0 61216 465624 0 0 1699421 0 0 0 0 0 0 0 1699421 366914 474472 392411 465624 MICHAEL R SHAUGHNESSY MICHAEL R SHAUGHNESSY X UNIVERSITY HOSPITALS HEALTH SYSTEMS INC 11100 EUCLID AVE CLEVELAND OH 44106 N/A N/A CHARITABLE PURPOSE 500000 ENTREPRENEUR'S EDGE 6801 BRECKSVILLE ROAD STE 160 INDEPENDENCE OH 44131 N/A N/A CHARITABLE PURPOSE 25000 525000 0 14 18550 14 40 18 66137 0 84727 0 84727 0 0 0 0 0 0 0 0 0 0 SCHWAB #8605-7133 (WALMART) 77033 78955 SCHWAB #8605-7133 (OTHER) 156819 231672 SCHWAB #8605-7133 (MUT. FUNDS) 396893 442387 SCHWAB #8605-7133 DEPOSIT 39 39 39 BALANCING ADJUSTMENT 1 1 1 MANAGEMENT & ADVISOR FEES 3279 1639 1640 2014 OHIO FILING FEE 200 0 200 FOREIGN TAXES PAID 118 118 0 FEDERAL EXCISE TAX DUE WITH RETURN 119 0 0 FEDERAL EXCISE TAX ESTIMATE PAYMENT 1100 0 0