2024-02-14T09:33:56-06:00 2023-09-30 341341400 415 Group Inc 4300 Munson Street NW Canton OH 44718 990PF 2022-10-01 341542111 John & Roene Klusch Foundation c/o Scott F Whetstone JOHN 3304920094 4300 Munson St NW Canton OH 44718 SCOTT F WHETSTONE TRUSTEE 3304920094 2024-02-13 1 SCOTT WHETSTONE 999009999 0 Natalie Simmons CPA P01259674 3304920094 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 829789 X X 932 932 21013 21013 16431 129372 16431 38376 38376 0 0 0 0 0 4909 491 0 4418 8381 8081 0 300 200 0 0 200 842 0 0 0 14332 8572 0 4918 42748 42748 57080 8572 0 47666 -18704 29804 0 28445 24703 24703 281608 235809 333523 488272 519109 471563 798325 779621 829789 0 0 X 0 0 0 0 798325 779621 798325 779621 798325 779621 798325 -18704 0 779621 0 779621 HNB - Long Term 2023-09-30 124383 112941 11442 11442 Capital Gains Dividends P 4989 4989 4989 16431 414 0 414 0 414 811 0 0 0 811 0 397 397 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A Scott F Whetstone 3304920094 4300 Munson St NW Canton OH 44718 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Scott F Whetstone c/o 4300 Munson St NW Canton OH 44718 Trustee 0.00 0 0 0 Randall Hunt c/o 4300 Munson St NW Canton OH 44718 Trustee 0.00 0 0 0 Gerard Mastroianni c/o 4300 Munson St NW Canton OH 44718 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 829179 32687 0 861866 0 0 861866 12928 848938 42447 42447 414 414 42033 0 42033 0 42033 47666 0 47666 42033 40890 0 0 47666 40890 0 0 6776 0 0 0 0 0 0 0 0 35257 0 0 0 Scott F Whetstone 4300 Munson Street NW Canton OH 44718 3304920094 Applications to be requested from individual in 2(a) above. None Alliance, Ohio and Marshallville, Ohio with a strong consideration toward youth. Baldwin Wallace 275 Eastland Rd Berea OH 44017 None Public Charity Unrestricted 1000 St Leo University 33701 County Road 52 St Leo FL 33574 None Public Charity Unrestricted 1000 Walsh University 2020 E Maple St North Canton OH 44720 None Public Charity Unrestricted 1000 Alliance High School 400 Glamorgan St Alliance OH 44601 None Public Charity Unrestricted 3100 Ben Curtis Foundation 1675 E Main St 260 Kent OH 44240 None Public Charity Unrestricted 3000 Aviators Sports Boosters PO Box 3332 Alliance OH 44601 None Public Charity Unrestricted 3500 University of Mount Union 1972 Clark Avenue Alliance OH 44601 None Public Charity Unrestricted 5000 Village of Marshallville 7 North Main St Marshallville OH 44645 None Public Charity Unrestricted 25148 42748 0 14 932 14 21013 14 16431 0 38376 0 38376 0 0 0 0 0 0 0 0 0 0 Accounting Fees 4909 491 0 4418 Accenture PLC CL A 3097 6756 Adobe Systems 6762 9178 Advanced Micro Devices 5825 5244 Alphabet Inc - CL A 4894 10861 Amazon.com Inc 3485 5720 American Electric Power 8692 6770 American Express 5640 4774 Analog Devices, Inc. 2593 5253 Apple Inc 6275 14895 Atmos Energytmos Energy Corp W/ 4052 3708 Booking Holdings Inc 6857 9252 Boston Scientific Corp 6740 6864 Chipotle Mexican Grill 4338 5495 Chubb Limited 2777 5205 Comcast Corp CL A 3412 3680 Constellation Brands Inc. CL A 6585 7037 Costco Wholesale Corp 1640 4520 Diageo PLC 3988 3580 Dollar General Corp 5922 2539 Elevance Health Inc. 5568 5225 Eli Lily & Co W/1 RT/SH 5050 14503 Emerson Electric Company 5117 5698 EOG Resources 4189 4310 Exxon Mobile Corp 3737 3998 Fiserv Inc 2971 4631 General Electric Co 5278 5749 Intuitive Surgical Inc 6047 5846 Johnson & Johnson 1708 5296 JP Morgan Chase & Co 1773 6816 Lockheed Martin Corp 3402 3272 M & T Bank Corp 3351 3035 McDonalds Corp 6993 7113 Meta Platforms Inc Class A 6215 7505 Microsoft Corp 1639 19577 Netlfix Inc. 4283 4531 Nextera Energy Inc 1404 3094 Northrop Grumman Corp W1RTSH 2664 2641 Nvidia Corp 1401 11745 Parker Hannifin Corp 4839 5453 Pepsico, Inc. 3767 5083 Pioneer Natural Resource W1 3850 4591 Procter & Gamble Co. 2913 3501 Rockwell Automation Inc. 5474 5432 Salesforce Inc. 3358 4056 Servicenow Inc 4312 5031 Starbucks Corp 3990 3468 Synopsys Inc W/1 RT/SH 4122 4131 Tesla Inc 6483 7507 T-Mobile US Inc. 4247 4202 Unitedhealth Group 4157 8571 Valero Energy Corp 3482 7227 Vertex Pharmaceutical 4862 5216 Visa Inc Class A 5609 9660 Wal Mart Stores Inc 3980 4478 Federated Institutional High Yield Bond AT COST 19602 18600 Federated Total Return Bond AT COST 89186 78497 First Eagle Overseas Fund Cla 1 AT COST 51728 51304 Guggenheim Limited Duration CL INSTL AT COST 47451 46336 Ishares Core S&P Small-Cap AT COST 15656 13206 Loomis Sayles Inv Grade Bond Fd AT COST 84857 79134 Lord Abbett Short Duration CL1 AT COST 68404 64373 Metropolitan West AT COST 30076 26992 MFS Global Real Estate Fund AT COST 12418 12516 PIMCO Long Duration Total Return AT COST 33003 24318 Vanguard Inflation Protected Securities Fund - Admiral Shares AT COST 20433 17432 Victory Sycamore Est Value Fund AT COST 29507 25880 Wasatch Emerging Markets Select AT COST 16788 12975 Insurance 842 0 0 0 Asset Management Fees 8381 8081 0 300 Ohio State Filing Fees 200 0 0 200