2025-06-16T13:56:07-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990PF 2024-01-01 341757351 DIEBOLD FOUNDATION C/O STEPHANIE LAMP-TREASURY 9-C-20 DIEB 3306082329 350 ORCHARD AVE NE NORTH CANTON OH 44720 ELIZABETH RADIGAN TRUSTEE 3306082329 2025-06-10 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-06-10 2024 2025-03-06 01:10:19Z X 8490265 X X 214947 178249 157680 1642441 157680 372627 335929 0 0 0 3334 1667 1667 33808 33808 0 6482 409 5873 43624 35884 7540 426200 426200 469824 35884 433740 -97197 300045 104278 78221 78221 5177814 5327303 6771081 1860270 1639641 1640963 7142362 7045165 8490265 0 0 X 0 0 0 0 7142362 7045165 7142362 7045165 7142362 7045165 7142362 -97197 0 7045165 0 7045165 PUBLICLY TRADED SECURITIES P 2023-12-31 2024-12-31 1597931 1484761 113170 113170 CAPITAL GAINS DIVIDENDS P 44510 44510 44510 157680 4171 0 4171 0 4171 10617 0 0 0 10617 0 6446 6446 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A THE FOUNDATION 3306082329 350 ORCHARD AVE NE NORTH CANTON OH 44720 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES BARNA 350 ORCHARD AVE NE NORTH CANTON OH 44720 TRUSTEE 1.00 0 0 0 TIMOTHY HOOVER 350 ORCHARD AVE NE NORTH CANTON OH 44720 TRUSTEE 1.00 0 0 0 TIFFANIE LEWIS 350 ORCHARD AVE NE NORTH CANTON OH 44720 TRUSTEE 1.00 0 0 0 JONATHAN NOE 350 ORCHARD AVE NE NORTH CANTON OH 44720 TRUSTEE 1.00 0 0 0 ELIZABETH RADIGAN 350 ORCHARD AVE NE NORTH CANTON OH 44720 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 8283469 224946 0 8508415 0 0 8508415 127626 8380789 419039 419039 4171 4171 414868 0 414868 0 414868 433740 0 433740 414868 0 0 2017 65 16864 18946 433740 0 0 0 414868 18872 0 0 37818 0 0 0 0 0 0 0 37818 2017 65 16864 18872 STEPHANIE LAMP 350 ORCHARD AVE NE NORTH CANTON OH 44720 3306082329 THE ORGANIZATION MUST BE A 501(C)(3). THEY MUST ALSO SUBMIT THEIR REQUEST ON THEIR LETTERHEAD. NO SEE ATTACHMENT AMERICARES 901 NE LP 410 STE 508 SAN ANTONIO TX 78209 NONE PC GENERAL OPERATIONS 50000 BOYS & GIRLS CLUB OF NE OHIO PO BOX 72090 295 HUNTINGTON CIRCLE AKRON OH 44307 NONE PC GENERAL OPERATIONS 21000 CLEVELAND RAPE CRISIS CENTER 1228 EUCLID AVE SUITE 200 CLEVELAND OH 44115 NONE PC GENERAL OPERATIONS 20000 DIEBOLD EMPLOYEE CHARITABLE FUND C/O KEYBANK 4900 TIEDEMAN OH-01-49- 150 BROOKLYN OH 44144 NONE PC GENERAL OPERATIONS 40000 EQUALITY NOW (WOMEN IN DN) CHURCH ST STATION PO BOX 7160 NEW YORK NY 10008 NONE PC GENERAL OPERATIONS 6000 HABITAT FOR HUMANITY EAST CENTRAL OHIO 1400 RAFF RD SW CANTON OH 44710 NONE PC TO BUILD NEW HOME IN STARK COUNTY, OH 50000 HEART OF AMERICA TUSKEGEE AIRMEN PO BOX 301104 KANSAS CITY MO 64130 NONE PC GENERAL OPERATIONS 7000 LEGAL AID SOCIETY OF CLEVELAND 1223 WEST SIXTH ST CLEVELAND OH 44113 NONE PC GENERAL OPERATIONS 15000 MILITARY AND FIRST RESPONDERS CENTER 500 TERMINAL DR NAPLES FL 34104 NONE PC GENERAL OPERATIONS 7000 OPERATION HOPE 2025 STOCKES BLVD CLEVELAND OH 44106 NONE PC GENERAL OPERATIONS 125000 OUTRIGHT INTERNATIONAL 216 EAST 45TH ST 17TH FL NEW YORK NY 10017 NONE PC GENERAL OPERATIONS 21000 PURE GIFT ADOPTION (PURE GIFT OF GOD) PO BOX 292 BERLIN OH 44610 NONE PC GENERAL OPERATIONS 21000 SCHOLARSHIP AMERICA ONE SCHOLARSHIP WAY - PO BOX 297 ST PETER MN 56082 NONE PC GENERAL OPERATIONS 21000 SERVING AREA MILITARY VETERANS AND WIDOWS IN MASSILLON 413 LINCOLN WAY E MASSILLON OH 44646 NONE PC GENERAL OPERATIONS 7000 STARK DISTRICT LIBRARY 715 MARKET AVE NORTH CANTON OH 44702 NONE PC GENERAL OPERATIONS 200 WOMEN IN MANUFACTURING EDUCATION FOUNDATION 1800 EAST 63RD STREET CLEVELAND OH 44103 NONE PC EDUCATION FOUNDATION 15000 426200 0 14 214947 18 157680 0 372627 0 372627 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3334 1667 1667 JOHN DEERE CAPITAL CORPORATION 50002 50050 TORONTO DOMINION BANK MTN 48357 49814 THE CIGNA GROUP 49963 50016 EXXON MOBIL CORP 46835 48341 STARBUCKS CORP 44563 47238 MCDONALDS CORP MTN 43337 43830 WASTE MGMT INC DEL 47171 48098 AMERICAN HONDA FIN CORP 24867 24933 EXELON CORP 24819 25146 COMMONWEALTH EDISON CO 48367 48249 DUKE ENERGY PROGRESS LLC 47534 48166 HOME DEPOT INC 44208 44698 UNITEDHEALTH GROUP INC 47956 48352 ANHEUSER-BUSCH INBEV WLDW INC 49334 49980 KEYCORP MTN 43304 44475 TARGET CORP 42448 44396 ARCHER DANIELS MIDLAND CO NOTE 46826 46153 STATE STR CORP 41481 42521 MASTERCARD INCORPORATED 42549 42282 LOWES COS INC 42720 43429 BP CAP MKTS AMER INC 41609 42785 FIFTH THIRD BANCORP NOTE CALL 51707 50557 AMAZON COM INC 45198 46281 ALLSTATE CORP 49928 49907 PNC FINL SVCS GROUP INC 49630 48711 BLACKROCK INC NOTE 48687 49377 UNITED STATES TREAS SER AW-2025 49703 49989 UNITED STATES TREAS SER U-2028 49291 48854 FEDERAL HOME LN MTG CORP 74997 75034 UNITED STATES TREAS SER G-2030 74930 71954 UNITED STATES TREAS SER B-2033 75126 69772 PIMCO MORTGAGE OPPOR AND BOND FUND INST 152194 147575 FIDELITY 500 INDEX FUND 1522019 2187276 GOLDMAN SACHS GQG PARTNERS INTL OPP I 992751 1053019 INVESCO EXCH TRADED FD TR II NASDAQ 393204 671125 INVESCO EXCH TRADED FD TR II S&P 118271 128403 INVESCO EXCH TRADED FD TR II S&P MDCP 127172 152494 ISHARES CORE S&P MID-CAP ETF 169221 201573 ISHARES CORE S&P SMALL-CAP E 146024 160156 PACER FDS TR US CASH COWS 100 259000 267037 VANECK ETF TRUST MRNGSTR WDE MOAT 225021 290600 JPMORGAN EXCHANGE TRADED FD ULTRA SHRT 312533 310531 APOLLO GLOBAL MGMT INC NE 53 50742 52980 BANK AMERICA CORP DP SH NCUM NN 19569 19420 CARLYLE FIN LLC NT CAL 61 21020 19602 FIFTH THIRD BANCORP DP SH CL B SR 24817 24870 HUNTINGTON BANCSHARES INC DEP 28812 30498 KEYCORP DP SH PFD H 6.2% 20050 24390 LINCOLN NATL CORP IND DEPOSITARY SHS 31250 34238 STIFEL FINANCIAL CORP PFD D 18821 17620 ACCENTURE PLC 32462 41511 CRH ORD 23969 26461 EATON CORPORATION PLC 27271 54427 LINDE PLC COM 25059 27214 ABBVIE INC COM 53101 60063 APPLE INC 36990 57597 ARES MANAGEMENT CORPORATION CL A 15378 19296 BANK AMERICA CORP COM 26999 42675 BROADCOM INC COM 27527 100850 CHEVRON CORP NEW COM 24026 22305 EOG RESOURCES INC 40190 45232 GENERAL DYNAMICS CORP COM 31617 36362 HOME DEPOT INC 36940 50569 HONEYWELL INTERNATIONAL INC 36912 44274 HOULIHAN LOKEY INC CL A 23594 45673 JPMORGAN CHASE & CO 31960 60407 JOHNSON & JOHNSON COM 29628 28056 KELLANOVA COM 18430 25748 KENVUE INC COM 25430 24275 MARRIOTT INTERNATIONAL 13564 23710 MCDONALDS CORP 32066 33917 MICROSOFT CORP 32334 48473 PACCAR INC 17723 15915 PROCTER AND GAMBLE CO COM 24145 26824 QUALCOMM INC 15117 11675 STIFEL FINANCIAL CORP 15656 20898 UNITEDHEALTH GROUP INC 48541 52104 WEYERHAEUSER CO MTN BE COM 32360 30430 WYNDHAM HOTELS & RESORTS INC COM 9159 14010 AMERICAN TOWER CORP NEW COM 38858 34298 OTHER DEDUCTION 6482 409 5873 INVESTMENT FEES 33053 33053 0 TRUSTEE FEES 755 755 0