2016-07-19T08:33:34-05:00 2015-12-31 341515013 Levin Swedler Kennedy 3501 Embassy Parkway Suite 200 Akron OH 44333 990PF 2015-01-01 464892866 The Paul D Sergi Foundation PAUL 3302586458 1200 Southeast Ave Tallmadge OH 44278 Dennis Wieland Treasurer 3302586458 2016-06-16 1 Steven J Swedler CPA P00403944 3306664199 2015 2016-09-27 15:27:22Z X 593405 X 1200000 44 44 13775 13775 -6437 800699 0 1207382 13819 0 0 0 2585 0 0 2174 2174 0 333 0 0 546 0 0 5638 2174 0 743575 743575 749213 2174 743575 458169 11645 20178 8723 8723 120080 584682 584682 140258 593405 593405 16 149 16 149 X 140242 593256 140242 593256 140258 593405 140242 458169 0 598411 5155 593256 Publicly Traded Securities 800000 805849 -5849 -5849 Capital Gains Dividends P 699 699 699 -5150 0 677484 106406 6.366972 0 0 0.000000 6.366972 3.183486 678030 2158499 116 2158615 743575 233 0 233 0 233 84 250 334 101 101 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 1 0 0 1 N/A William Caplan 3302586458 3800 Embassy Pkwy Ste 300 Akron OH 443338398 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Paul D Sergi 1200 Southeast Ave Tallmadge OH 44278 Chairman of Board, Directo 1.00 0 0 0 Raymond J Tatko 1200 Southeast Ave Tallmadge OH 44278 President, Director 0.50 0 0 0 Dennis Wieland 1200 Southeast Ave Tallmadge OH 44278 Secretary, Treasurer, Dire 0.50 0 0 0 NONE 0 NONE 0 0 648265 40090 0 688355 0 0 688355 10325 678030 33902 33902 233 233 33669 0 33669 0 33669 743575 0 743575 0 743575 33669 0 0 672196 672196 743575 0 0 0 33669 709906 0 0 1382102 0 0 0 0 0 0 0 1382102 672196 709906 Paul D Sergi X Akron Canton Regional Food Bank 350 Opportunity Parkway Akron OH 44307 PC The grant recipient provides emergency food to those in need through member programs located in eight Northeast Ohio counties. The member programs operate nearly 500 food pantries, hot meal sites, shelters and other hunger-relief programs in the neighborhoods where people need food. 1000 Akron Children's Hospital Foundation One Perkins Square Akron OH 44308 PC The Akron Children's Hospital is one of the largest pediatric hospitals in the United States. Over 750 healthcare providers on staff care for children through more than 700,000 patient visits per year. The donation contributes to assisting these providers fulfill their mission of providing world-class care to children and families during difficult times. 6500 American Radio Relay League Inc 225 Main Street Newington CT 06111 PC The American Radio Relay League, Inc. is the national association for amateur radio in the United States. The Organization seeks to support awareness of and growth in amateur radio and encourages radio experimentation. 30000 Association of the Miraculous Medal 1811 West Saint Joseph Street Perryville MO 63775 PC The grant recipient is an organization which seeks to spread the Catholic faith. The grant supports the apostolic mission and charitable work of Vincentian priests and others. 10425 Bishop Eustace Preparatory School 5552 Route 70 Pennsauken NJ 08109 PC The grant recipient is a Catholic high school that seeks to prepare all its students to realize their unique potential through spiritual growth, Christian service, education and personal development. 3000 Borromeo Seminary 28700 Euclid Avenue Wicklife OH 44092 PC The grant recipient is a seminary that is part of the Diocese of Cleveland. 30000 Boston Township Hall Committee Inc 1775 Main Street SR 303 Peninsula OH 44264 PC The grant recipient is a non-profit public charity dedicated to the continued restoration and upkeep of the Boston Township Hall. The buildings house Boston Township offices, the Cuyahoga Valley Historical Museum, offices for professional firms, and rooms that can be rented for parties or receptions. 9000 CARE USA 151 Ellis Street NE Atlanta GA 30303 PC The grant recipient is an international humanitarian organization. The Organization works in 95 countries around the world to support over 890 poverty-fighting development and humanitarian aid projects. 600 Catholic Community Foundation 1404 East Ninth Street Cleveland OH 44114 PC The grant recipient is the Catholic Community Foundation of the Diocese of Cleveland. The grant supports the charitable work of the Diocese. 250000 Chapel Hill Christian School 1090 Howe Avenue Cuyahoga Falls OH 44221 PC The grantee is a K-6 private Christian School. The school has over 500 students. The grant supports the school's mission of educating students and emphasizing traditional values in a nurturing environment. 1600 Christ the King Regional School 164 Hopkins Avenue Haddonfield NJ 08033 PC The grant recipient is a Catholic school that serves grades K-8 with a long standing tradition of rigorous academic standards and spiritually relevant teachings. 3000 City Mission 5310 Cargenie Avenue Cleveland OH 44103 PC The grant is designed to assist in the City Mission's objective of assisting men and women currently experiencing homelessness. 1600 Conservancy for Cuyahoga Valley National Park 1403 West Hines Hill Road Peninsula OH 44264 PC The grantee is an organization that seeks to engage public support and provide services to enhance public use and enjoyment of the Cuyahoga Valley National Park. 10000 Father Flanigan's Boys' Home PO Box 6000 Boys Town NE 68010 PC The grant recipient seeks to give at-risk children and families the love, support, and education they need to overcome obstacles and achieve their potential. 600 First Steps Parenting Advocacy Center 195 E Tallmadge Avenue Akron OH 44310 PC The grant recipient supports mothers, fathers, caregivers, and all others who raise children by providing a broad range of programs and services in confidence, free of charge, with compassion and care to families facing crisis situations or simply for personal growth. 600 Food for the Poor Inc 6401 Lyons Road Coconut Creek FL 33073 PC The grant recipient is an international humanitarian organization that fights poverty throughout seventeen Latin American and Caribbean countries. 600 Haven of Rest Ministries 175 East Market Street Akron OH 44309 PC The grant supports the Organization's mission of providing assistance to the homeless in Northeast Ohio with meals, shelter, and clothing in a faith-based atmosphere. 3700 Hiram College PO Box 67 Hiram OH 44234 PC The grant recipient is a coeducational liberal arts college of about 1,300 students. 1000 Mother of Sorrows Church 6034 South Locust Street Peninsula OH 44264 PC The grant assists with the church's mission of serving the needs of all by liturgical worship and parish ministries. 6000 Ohio Right to Life Society Educational Fund 88 East Broad Street Suite 620 Columbus OH 43215 PC The Educational Fund of the Ohio Right to Life Society seeks to engage members of our community through pro-life information distribution, education, and programming. 600 Our Lady of the Elms 1375 W Exchange Street Akron OH 44313 PC The grant recipient is an all-girls Catholic school serving grades 1-12 on a thirty-three acre campus in Akron, Ohio. 2750 Premier Circle Smile Train 41 Madison Avenue 28th Floor New York NY 10010 PC The grant recipient is an Organization that provides life-changing cleft surgery to needy children with cleft lips and palates in impoverished areas around the World. 1000 Seton Catholic School 6923 Stow Road Hudson OH 44236 PC The grant recipient is a Catholic school serving grades K-8. The school seeks to foster spiritual development, academic excellence, responsibility to self, and service to others amongst its pupils. 18000 Society for the Propogation of the Faith 1404 East Ninth Street Cleveland OH 44114 PC The grant recipient is an international association coordinating assistance for Catholic missionary priests, brothers, and nuns in non-Catholic countries. 2000 St Mary Parish 340 North Main Street Hudson OH 44236 PC The grant recipient is a parish within the Catholic Diocese of Cleveland. The grant assists with the parish's mission. 25000 The Cleveland Clinic 9500 Euclid Avenue Cleveland OH 44195 PC The Cleveland Clinic provides world-renowned medical care and advances scientific research in medicine. The gift was designated as follows:$20,000 to the Women's Health Institute Program Fund$25,000 to the Endovascular Research and Education Fund$25,000 to the Barsoum Orthopaedic Research Fund$25,000 to the Orthopaedic Shoulder Research Fund$25,000 to the Cardiovascular Medicine Department Chairman's Fund$130,000 to Plastic Surgery Fellowship Support$75,000 to the Pediatric Chairman's Innovations Fund 325000 743575 0 14 44 14 13775 18 -6437 0 7382 0 7382 0 0 0 0 0 0 0 0 0 0 X X 1 Paul D Sergi 1200 Southeast Ave Tallmadge OH 442783161 1200000 X Fixed Income Investments 584682 584682 Legal Fees 2585 0 0 Unrealized Losses on Securities 5155 Insurance 546 0 0 Net Investment Income Tax Payable 16 149 Investment Management Fees 2174 2174 0 Paul D Sergi 1200 Southeast Ave Tallmadge OH 44278 Net Investment Income Tax 233 0 0 Ohio Charitable Registration Fee 100 0 0