2024-05-07T07:20:33-05:00 2023-12-31 920460586 PWC US TAX LLP 200 PUBLIC SQUARE 19TH FLOOR CLEVELAND OH 44114 990PF 2023-01-01 866314738 OATEY FOUNDATION OATE 2162677100 20600 EMERALD PARKWAY CLEVELAND OH 44135 WILLIAM OATEY TRUSTEE & PRESIDENT 2162677100 2024-04-17 1 WILLIAM OATEY XXX-XX-XXXX 0 JEFFREY W BARRINGER P00372289 2168753000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7587785 X 1111808 159876 159327 654464 2494316 654464 1926148 813791 0 0 0 150 75 75 41259 41259 0 2189 2189 0 43598 43523 75 598250 598250 641848 43523 598325 1284300 770268 215624 283525 283525 9703 9703 9703 5809463 6405112 7294557 6025087 6698340 7587785 0 0 X 989964 989964 0 0 5035123 5708376 6025087 6698340 6025087 6698340 6025087 1284300 0 7309387 611047 6698340 KEY PRIVATE BANK #0679260 P 2022-01-01 2023-12-31 1260015 618028 641987 641987 KEY PRIVATE BANK #0679260 P 2022-01-01 2023-12-31 1224420 1218193 6227 6227 COMMON TRUST FUND - ST P 2022-01-01 2023-12-31 3631 -3631 -3631 COMMON TRUST FUND - LT P 2022-01-01 2023-12-31 714 714 714 CAPITAL GAINS DIVIDENDS P 9167 9167 9167 654464 10707 0 10707 0 10707 26715 0 0 0 26715 X 0 16008 16008 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 N/A WILLIAM OATEY 2162677100 20600 EMERALD PARKWAY CLEVELAND OH 44135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM OATEY 20600 EMERALD PARKWAY CLEVELAND OH 44135 TRUSTEE & PRESIDENT & TREA 0.10 0 0 0 NANCY MCMILLAN 20600 EMERALD PARKWAY CLEVELAND OH 44135 TRUSTEE & SECRETARY 0.10 0 0 0 GARY OATEY 20600 EMERALD PARKWAY CLEVELAND OH 44135 TRUSTEE & VICE PRESIDENT 0.10 0 0 0 NONE 0 NONE 0 0 6342338 245445 9703 6597486 0 0 6597486 98962 6498524 324926 324926 10707 10707 314219 0 314219 0 314219 598325 0 598325 314219 0 0 468033 776191 531074 324596 208724 2308618 598325 0 0 0 314219 284106 0 0 2592724 0 0 0 0 0 0 468033 2124691 776191 531074 324596 208724 284106 X ACHIEVEMENT CENTERS FOR CHILDREN 4255 NORTHFIELD RD HIGHLAND HILLS OH 44128 N/A PUBLIC CHARITY GENERAL SUPPORT 9000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE CHICAGO IL 60601 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 AMERICA SCORES CLEVELAND 3631 PERKINS AVE CLEVELAND OH 44114 N/A PUBLIC CHARITY GENERAL SUPPORT 5750 AMERICAN REDCROSS OF GREATER CLEVELAND 3747 EUCLID AVE CLEVELAND OH 44115 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 CLEVELAND PUBLIC THEATRE 6415 DETROIT AVE CLEVELAND OH 44102 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 COMMUNITY WEST FOUNDATION 821 WESTPOINT PARKWAY SUITE 900 WESTLAKE OH 44145 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 JACKSON HOLE SKI AND SNOW CLUB 100 SNOW KING AVE JACKSON WY 83001 N/A PUBLIC CHARITY GENERAL SUPPORT 8000 JDRF GOLF CLASSIC 15623 COALTOWN RD EAST MOLINE IL 61244 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 LIVING WATERS FOR THE WORLD 5016 SPEDALE CT 399 SPRING HILL TN 37174 N/A PUBLIC CHARITY GENERAL SUPPORT 30000 METROHEALTH FOUNDATION 2500 METROHEALTH DRIVE CLEVELAND OH 44109 N/A PUBLIC CHARITY GENERAL SUPPORT 50000 NAACP CLEVELAND BRANCH - UNITED BLACK FUND 12200 FAIRHILL RD 401 CLEVELAND OH 44120 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 NEW AVENUES TO INDEPENDENCE 17608 EUCLID AVE CLEVELAND OH 44112 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 NORTH COAST COMMUNITY HOMES 14221 BROADWAY AVENUE CLEVELAND OH 44125 N/A PUBLIC CHARITY GENERAL SUPPORT 3500 ROCK & ROLL HALL OF FAME & MUSEUM 1100 E 9TH ST CLEVELAND OH 44114 N/A PUBLIC CHARITY GENERAL SUPPORT 62500 SALVATION ARMY OF GREATER CLEVELAND 2507 E 22ND ST CLEVELAND OH 44115 N/A PUBLIC CHARITY GENERAL SUPPORT 25000 YMCA OF GREATER CLEVELAND 1801 SUPERIOR AVENUE SUITE 1 CLEVELAND OH 44144 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 YOUTH CHALLENGE 800 SHARON DR SUITE A WESTLAKE OH 44145 N/A PUBLIC CHARITY GENERAL SUPPORT 80000 BUSINESS ADVISORS OF CLEVELAND 2800 EUCLID AVE 501 CLEVELAND OH 44115 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 CLEVELAND COUNCIL ON WORLD AFFAIRS 812 HURON RD E 620 CLEVELAND OH 44115 N/A PUBLIC CHARITY GENERAL SUPPORT 3500 CUYAHOGO COMMUNITY COLLEGE FDN 700 CARNEGIE AVE CLEVELAND OH 44115 N/A PUBLIC CHARITY GENERAL SUPPORT 15000 DIVERSITY CENTER OF NE OHIO 3659 GREEN RD 220 BEECHWOOD OH 44122 N/A PUBLIC CHARITY GENERAL SUPPORT 20000 CLEVELAND ORCHESTRA 11001 EUCLID AVE CLEVELAND OH 44106 N/A PUBLIC CHARITY GENERAL SUPPORT 110000 FACING HISTORY AND OURSELVES 2050 W 47TH ST CLEVELAND OH 44102 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 OHIO INVENTION LEAGUE 2023 1027 LANCEWOOD DR MACEDONIA OH 44056 N/A PUBLIC CHARITY GENERAL SUPPORT 6000 THE TURN 5840 CANTEBURY RD NORTH OLMSTED OH 44070 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 YOUTH OPPORTUNITIES UNLIMITED 1228 EUCLID AVE STE 200 CLEVELAND OH 44115 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 598250 0 14 159876 18 654464 0 814340 0 814340 0 0 0 0 0 0 0 0 0 0 X X 1 CRWS INC & SUBSIDIARIES 20600 EMERALD PARKWAY CLEVELAND OH 44135 1111808 X 1 655 SHS APPLE 127614 2023-12-08 1 150 SHS BROADCOM INC 139594 2023-12-08 1 100 SHS COSTCO WHOLESALE CORP 91601 2023-12-08 1 2200 SHS FREEPORT-MCMORAN INC 82830 2023-12-08 1 500 SHS HESS CORP 66715 2023-12-08 1 400 SHS MICROSOFT CORP 148538 2023-12-08 1 400 SHS NVIDIA CORP 188582 2023-12-08 1 4000 SHS CAMECO CORP 179040 2023-12-08 1 200 SHS PARKER HANNIFIN CORP COM 87294 2023-12-08 ACCOUNTING FEES 150 75 75 MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990PF WITH THIS STATE. INVESTMENT-CORPORATE STOCK 6405112 7294557 NON-DIVIDEND DISTRIBUTION 549 FMV > COST OF DONATED STOCKS 610498 TRUSTEE FEES 41259 41259 0 FOREIGN TAXES WITHHELD 2189 2189 0