2012-05-14T13:52:42-05:00 2011-12-31 COREFOCAL 24610 DETROIT ROAD SUITE 150 WESTLAKE OH 441452543 990PF 2011-01-01 800306290 RICHARD A BARONE CHARITABLE FOUNDATION RICH 2168254000 2000 AUBURN DRIVE ROOM/SUITE 300 BEACHWOOD OH 44122 RICHARD A BARONE 2168254000 2012-05-03 JAMES T GUZOWSKI 4403489200 2012-05-14 2011 2016-02-24 21:20:13Z X 839018 X 169353 9699 9699 25558 25558 16947 693323 95542 221557 130799 2800 793 209 3802 0 0 67050 67050 70852 0 67050 150705 130799 259303 218888 218888 435505 626682 620130 57 694865 845570 839018 0 X 694865 845570 694865 845570 694865 845570 694865 150705 845570 845570 INTERNATIONAL MONETARY SYS LTD P 2011-03-28 2011-05-10 129 155 -26 -26 ALLIANCE BANKSHARES CORP COM D 2008-12-08 2011-04-20 31027 9469 21558 21558 NUVEEN DIVID ADVANTAGE MUN FD 3 P 2011-04-25 2011-04-25 16318 15989 329 329 ALLIANCE BANKSHARES CORP COM D 2008-12-08 2011-04-20 31430 7554 23876 23876 PUBLIC STORAGE DEPOSITARY SH P 2011-09-13 2011-10-14 28622 27550 1072 1072 KIMCO RLTY CORP DEPOSITARY SHS P 2010-10-11 2011-10-14 26076 24705 1371 1371 ALLIANCEBERNSTEIN INCOME FD INC P 2010-12-14 2011-11-30 48450 45577 2873 2873 INTERNATIONAL MONETARY SYS LTD D 2009-11-04 2011-08-17 1743 1237 506 506 BLACKROCK INCOME OPPTY TR INC P 2011-04-01 2011-04-05 6597 6543 54 54 INTERNATIONAL MONETARY SYS LTD D 2009-11-04 2011-08-18 2024 1498 526 526 CORPORATE BACKED TR CTFS FEDERAL EXP P 2010-11-04 2011-05-12 10960 10392 568 568 PUBLIC STORAGE DEP SHS P 2011-08-17 2011-09-30 30000 30373 -373 -373 GDL FD CUMULATIVE PFD SER B P 2011-04-15 2011-05-11 6917 5950 967 967 COMCAST CORP SR NT 7.00% P 2011-05-25 2011-11-25 37500 38021 -521 -521 GENERAL AMERN INVS CO INC P 2010-07-26 2011-03-22 37949 37610 339 339 CORTS TR XEROX CAP TRU I CORP P 2011-05-23 2011-05-26 20294 20728 -434 -434 KIMCO RLTY CORP DEPOSITARY SHS P 2010-12-15 2011-10-14 13038 12165 873 873 EATON VANCE RISK MANAGED DIVERSIFIED P 2011-06-06 2011-06-24 24372 24185 187 187 MFS CHARTER INCOME TRUST P 2011-03-18 2011-12-08 45294 44980 314 314 EATON VANCE RISK MANAGED DIVERSIFIED P 2011-08-08 2011-08-10 21197 20140 1057 1057 MFS INTERMEDIATE INCOME TRUST SH BEN P 2010-12-14 2011-05-27 32195 32804 -609 -609 HANCOCK JOHN PREM DIVID FD D 2009-03-06 2011-08-31 12725 4940 7785 7785 MFS INTERMEDIATE INCOME TRUST SH BEN P 2010-12-14 2011-10-26 31395 30493 902 902 MFS INTERMEDIATE INCOME TRUST SH P 2011-08-08 2011-10-26 31345 30250 1095 1095 PUBLIC STORAGE DEPOSITARY SH P 2010-11-03 2011-09-12 38110 37807 303 303 INTERNATIONAL MONETARY SYS LTD D 2009-11-04 2011-08-17 22244 13822 8422 8422 STRATS TR FOR DOMINION RES INC P 2010-11-18 2011-04-15 35499 35454 45 45 WEINGARTEN RLTY INVS DEP SHS D 2009-02-04 2011-03-09 49449 27390 22059 22059 95542 9015 false 41700 656182 0.063549 0.063549 0.063549 897079 57008 1308 58316 67050 X 1308 1308 1308 1308 0 false false false false false false false true true OH true false true false false true N/A SUSAN JOHNSON 2168254000 2000 AUBURN DR STE 300 BEACHWOOD OH 44122 false false false false false false false false false false false false false false false false false RICHARD A BARONE 2000 AUBURN DRIVE STE 300 BEACHWOOD OH 44122 1.00 0 0 0 MARTHA S BARONE 2000 AUBURN DRIVE STE 300 BEACHWOOD OH 44122 1.00 0 0 0 KATHRYN A BARONE 2000 AUBURN DRIVE STE 300 BEACHWOOD OH 44122 1.00 0 0 0 NONE NONE N/A 672607 238133 0 910740 910740 13661 897079 44854 44854 1308 1308 43546 43546 43546 67050 67050 1308 65742 43546 9684 9684 67050 43546 23504 33188 0 33188 9684 23504 RICHARD A BARONE X MAGNIFICAT HIGH SCHOOL 20770 HILLIARD BLVD ROCKY RIVER OH 44116 509(A)(1) SCHOLARSHIPS 13500 HANDS TOGETHER 685 CITY PARK AVE COLUMBUS OH 43206 509(A)(1) HAITI RELIEF 10000 CLEVELAND STATE UNIVERSITY 2121 EUCLID AVENUE CLEVELAND OH 44115 509(A)(1) SCHOLARSHIPS 10000 ST AGNES OUR LADY FATIMA 6800 LEXINGTON AVE CLEVELAND OH 44103 509(A)(1) CHARITY FUND 11200 GIRLS INC 201 S TUTTLE AVE SARASOTA FL 34237 509(A)(1) SCHOLARSHIPS 1000 CSU PLAYHOUSE SQUARE FOUNDATION 2121 EUCLID AVE CLEVELAND OH 44115 509(A)(1) EVENT SPONSORSHIP 1000 ST RAPHAEL CHURCH 525 DOVER CENTER RD BAY VILLAGE OH 44140 509(A)(1) CHARITY FUND 350 HOSPICE OF THE WESTERN RESERVE 17876 ST CLAIR AVE CLEVELAND OH 44110 509(A)(1) COMPREHENSIVE CAMPAIGN GIFT 20000 67050 14 9699 14 25558 18 16947 52204 52204 false false false false false false false false false false X X 1 RICHARD A BARONE 2000 AUBURN DRIVE STE 300 BEACHWOOD OH 44122 169353 X 1 3000 WEINGARTEN RLTY INVSDEP 74543 2011-02-08 1 25000 INT'L MONETARY SYS LTD COM 18750 2011-03-28 1 10000 ALLIANCE BANKSHARES CORP 63500 2011-04-19 1 1000 HANCOCK JOHN PREM DIV 12560 2011-08-30 ACCOUNTING FEES 2800 RICHARD A BARONE MARTHA S BARONE KATHRYN A BARONE MARKETABLE SECURITIES 626682 620130 DIVIDEND RECEIVABLE 57 EXPENSES OHIO FILING FEE 200 MISCELLANEOUS 9 ANCORA FOUNDATION 2000 AUBURN DRIVE STE 300 BEACHWOOD OH 44122 RICHARD A BARONE 2000 AUBURN DRIVE STE 300 BEACHWOOD OH 44122 FEDERAL EXCISE TAX 793