2025-04-01T13:47:53-05:00 2024-12-31 261481384 ST CLAIR ADVISORS LLC 6120 PARKLAND BOULEVARD SUITE 306 MAYFIELD HEIGHTS OH 441246129 990PF 2024-01-01 201398995 LAKEHURST FOUNDATION LAKE 2162685304 3 ISLA BAHIA DRIVE FORT LAUDERDALE FL 333162307 CHARLES J KOCH PRESIDENT 2162685304 2025-04-01 1 1 FRED G BOTEK P01467974 2169255670 2024 2025-03-06 01:10:19Z X 7637396 X 465700 197914 197914 417488 1897467 417488 1081102 615402 0 0 0 33007 32851 0 3980 3780 0 36987 36631 0 275000 275000 311987 36631 275000 769115 578771 3654 3298 3298 197809 177658 177658 5493298 5859903 7456440 5694761 6040859 7637396 0 0 X 0 0 0 0 5694761 6040859 5694761 6040859 5694761 6040859 5694761 769115 0 6463876 423017 6040859 SCHWAB (-4069) - 10,000 FIFTH THIRD 2023-07-10 2024-12-16 455235 265426 189809 189809 SCHWAB (-4069) - 2,892 FPA CRESCENT 2024-09-18 119980 101270 18710 18710 SCHWAB (-4069) - 1,000 BANK OF AMERICA 2012-11-28 2024-02-08 25532 25168 364 364 SCHWAB (-6166) - VARIOUS 2024-12-31 336276 329201 7075 7075 SCHWAB (-6166) - VARIOUS 2024-12-31 911481 758890 152591 152591 SCHWAB (-6166) - VARIOUS 2024-12-31 22 24 -2 -2 CAPITAL GAINS DIVIDENDS P 48941 48941 48941 417488 8045 0 8045 0 8045 6595 0 0 0 6595 0 1450 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 1 0 0 1 N/A ST CLAIR ADVISORS LLC 2169255670 6120 PARKLAND BLVD STE 306 MAYFIELD HEIGHTS OH 44124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES J KOCH 3 ISLA BAHIA DRIVE FORT LAUDERDALE FL 33316 PRESIDENT 0.00 0 0 0 KATHLEEN C KOCH 3 ISLA BAHIA DRIVE FORT LAUDERDALE FL 33316 SECRETARY 0.00 0 0 0 CHARLES B KOCH 4222 E MOORESDOCK ROAD CATAWBA ISLAND OH 43452 TRUSTEE 0.00 0 0 0 JOHN P KOCH 7460 FOXBORO ROAD GATES MILLS OH 44040 TRUSTEE 0.00 0 0 0 RONALD E BATES 6120 PARKLAND BLVD STE 306 MAYFIELD HEIGHTS OH 44124 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 7123526 163575 0 7287101 0 0 7287101 109307 7177794 358890 358890 8045 8045 350845 0 350845 0 350845 275000 0 275000 350845 0 0 176614 240513 116840 533967 275000 0 0 0 275000 0 75845 75845 458122 0 0 0 0 0 0 0 458122 100769 240513 116840 CHARLES J KOCH KATHLEEN C KOCH X CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 441067035 NONE PC GENERAL CONTRIBUTION 15000 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 441067035 NONE PC BARBARA R. SNYDER SCHOLARSHIP FUND 50000 CENTENARY UNIVERSITY 400 JEFFERSON STREET HACKETTSTOWN NJ 07840 NONE PC KATHLEEN COAKLEY KOCH '67 SCHOLARSHIP 20000 CLEVELAND CLINIC (WESTON FL) PO BOX 931517 CLEVELAND OH 441931517 NONE PC GENERAL CONTRIBUTION 7500 GILMOUR ACADEMY 34001 CEDAR ROAD GATES MILLS OH 44040 NONE PC GENERAL CONTRIBUTION 2500 HATTIE LARLHAM FOUNDATION 9772 DIAGONAL ROAD MANTUA OH 44255 NONE PC GENERAL CONTRIBUTION 30000 JOHN CARROLL UNIVERSITY 1 JOHN CARROLL BOULEVARD UNIVERSITY HEIGHTS OH 44118 NONE PC GENERAL CONTRIBUTION; PARTIAL PAYMENT OF 2010 PLEDGE 50000 KIDDIE CITY CHILD CARE COMMUNITY 280 EAST 206TH ST EUCLID OH 44123 NONE PC GENERAL CONTRIBUTION 30000 REGINA HEALTH CENTER 5232 BROADVIEW ROAD RICHFIELD OH 442869608 NONE PC LET THERE BE LIGHT CAMPAIGN 25000 SMILES WITH STYLE 4222 MOORES DOCK ROAD PORT CLINTON OH 43452 NONE PC GENERAL CONTRIBUTION 15000 UNIVERSITY SCHOOL 2785 SOM CENTER ROAD HUNTING VALLEY OH 44022 NONE PC GENERAL CONTRIBUTION 5000 WESTERN RESERVE ACADEMY 115 COLLEGE STREET HUDSON OH 44236 NONE PC GENERAL CONTRIBUTION 5000 WESTERN RESERVE LAND CONSERVANCY 3850 CHAGRIN RIVER RD MORELAND HILLS OH 44022 NONE PC GENERAL CONTRIBUTION 20000 275000 0 14 197914 18 417488 0 615402 0 615402 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLES J KOCH 3 ISLA BAHIA DRIVE FORT LAUDERDALE FL 333162307 465700 X 1 10,000 SHARES OF FIFTH THIRD BANK CORP- FTB 465700 2024-12-10 SCHWAB (-6166) - EQUITIES (ALL INVESTMENTS ARE PUBLICLY TRADED) 1381665 1833650 SCHWAB (-6166) - EQUITY FUNDS (ALL INVESTMENTS ARE PUBLICLY TRADED) 806449 848309 SCHWAB (-6166) - EXCHANGE TRADED FUNDS (ALL INVESTMENTS ARE PUBLICLY TRADED) 1824912 2828151 SCHWAB (-6166) - OTHER ASSETS (ALL INVESTMENTS ARE PUBLICLY TRADED) 17529 24421 SCHWAB (-4069) - BOND FUNDS (ALL INVESTMENTS ARE PUBLICLY TRADED) 1229730 1225802 SCHWAB (-4069) - EQUITY FUNDS (ALL INVESTMENTS ARE PUBLICLY TRADED) 265608 350927 SCHWAB (-4069) - EXCHANGE TRADED FUNDS (ALL INVESTMENTS ARE PUBLICLY TRADED) 334010 345180 BASIS ADJUSTMENT- RECEIVED SHARES 423017 SCHWAB (-6166) FEES 27423 27423 0 SCHWAB (-4069) FEES 5428 5428 0 PNC BANK (-3722) FEES 156 0 0 CHARLES J KOCH 3 ISLA BAHIA DRIVE FORT LAUDERDALE FL 333162307 KATHLEEN C KOCH 3 ISLA BAHIA DRIVE FORT LAUDERDALE FL 333162307 SCHWAB (-6166) - FOREIGN TAX PAID 3780 3780 0 OHIO FILING FEE 200 0 0 FEDERAL TAX ESTIMATES 0 0 0