2023-05-11T10:52:40-07:00 2022-12-31 341832611 BUCKINGHAM DOOLITTLE and BURROUGHS 3800 EMBASSY PKWY STE 300 AKRON OH 44333 990PF 2022-01-01 341897221 JEAN THOMAS LAMBERT FOUNDATION JEAN 3302586410 c/o Patrick J Weschler 3800 Embassy Akron OH 44333 PATRICK J WESCHLER SECRETARY 3302586410 2023-05-02 true PATRICK WESCHLER XXX-XX-XXXX true Sue E Krznaric P01407014 3306430205 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 328291 X X 20 20 6630 6630 8596 160599 8596 0 12351 12246 27597 27492 0 3005 4823 4823 465 152 0 3060 2635 11353 4975 2635 156925 156925 168278 4975 159560 -140681 22517 35436 35046 35046 0 0 21347 10807 25021 0 439049 308492 268224 0 0 0 0 495832 354345 328291 0 0 1119 313 1119 313 X 494713 354032 494713 354032 495832 354345 494713 -140681 354032 354032 PUBLICLY TRADED SECURITIES P 2015-11-17 2022-04-25 19786 0 8005 11781 0 0 0 11781 PUBLICLY TRADED SECURITIES P 2015-11-17 2022-11-30 140813 0 143998 -3185 0 0 0 -3185 8596 313 0 313 0 313 0 0 0 313 0 false false false false false false false true true OH false false false false false true N/A Patrick J Weschler 3302586410 3800 Embassy Parkway Suite 300 Akron OH 44333 false false false true true false false false false false false false false false false true false false false false false false false NANCY GOTFREDSON 3800 EMBASSY PARKWAY SUITE 300 AKRON OH 44333 PRESIDENT/CEO 3.00 0 0 0 THOMAS LAMBERT 965 23 ROAD GRAND JUNCTION CO 81505 TRUSTEE 0.50 0 0 0 ADAM REYMANN 220 SOUTH TAYLOR RD GUNNISON CO 81230 TRUSTEE 0.50 0 0 0 PATRICK J WESCHLER 3800 EMBASSY PARKWAY SUITE 300 AKRON OH 44333 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 451817 22981 0 474798 0 474798 7122 467676 23384 23384 313 313 23071 23071 23071 159560 0 159560 23071 134259 201737 123772 139289 135425 734482 159560 0 23071 136489 870971 0 0 0 0 134259 736712 201737 123772 139289 135425 136489 NONE NONE X THE NATURE CONSERVANCY 3500 LORAIN AVE STE 501 CLEVELAND OH 44113 PC LEADING AT THETHE EDGE PROGRAM 30000 COVERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK 1403 WEST HINES HILL RD PENINSULA OH 44264 PC GENERAL SUPPORT 20000 CAMPUS CRUSADE FOR CHRIST (CRU) 100 LAKE HART DR ORLANDO FL 32832 PC SUPPORT MINISTRYOF KARA BEASLEY 25000 AIARE 211 S TELLER GUNNISON CO 81230 PC AVALANCE RESEARCHAND EDUCATIONGENERAL SUPPORT 15000 ST PAUL'S EPISCOPAL CHURCH 1361 W MARKET ST AKRON OH 44313 PC CAPITAL CAMPAIGHNGENERAL OPERATINGSUPPORT 10000 JOHNS ISLAND COMMUNITY SERVICE LEAGUE 660 BEACHLAND BLVD 208 VERO BEACH FL 32963 PC GENERAL OPERATINGSUPPORT 5000 OHIO AND ERIE CANALWAY COALITION 47 WEST EXCHANGE ST AKRON OH 44308 PC GENERAL OPERATINGSUPPORT 10000 INDIAN RIVER LAND TRUST 80 ROYAL PALM POINT VERO BEACH FL 32960 PC GENERAL OPERATINGSUPPORT 7000 VERO BEACH MUSEUM OF ART 3001 RIVERSIDE PARK DR VERO BEACH OH 32963 PC GENERAL OPERATINGSUPPORT 6925 UNITED WAY OF SUMMIT COUNTY 37 N HIGH ST AKRON OH 44308 PC GENERAL OPERATINGSUPPORT 13000 YOUNG LIFE GREATER AKRON 572 W MARKET ST 3 AKRON OH 44303 PC GENERAL OPERATINGSUPPORT 5000 McKEE BOTANICAL GARDEN 350 US-1 VERO BEACH FL 32962 PC GENERAL OPERATING SUPPORT 10000 156925 0 14 20 14 6630 18 8596 Long term capital gain distributions 18 12246 27492 27492 false false false false false false false false false false BUCKINGHAM, DOOLITTLE & BURROUHGS FORM 990-PF PREPARATION 3005 60 SHS BERKSHIRE HATHAWAY INC CL B 2015-11 Purchased 2022-04 19786 8005 11781 967.937 SHS ARTISAN MID CAP VALUE FD Purchased 2022-11 16000 19875 -3875 19 SHS BERKSHIRE HATHAWAY INC CL B 2015-11 Purchased 2022-11 5873 2535 3338 93.183 SHS COHEN & STEERS PFD SECS & INCOME Purchased 2022-11 1099 1289 -190 659.126 SHS COHEN & STEERS PFD SECS & INCOME 2017-01 Purchased 2022-11 7771 8856 -1085 519.956 SHS COHEN & STEERS PFD SECS & INCOME 2017-11 Purchased 2022-11 6130 7314 -1184 97.39 SHS AMERICAN FUNDS EUROPACIFIC GROWTH 2018-07 Purchased 2022-11 5000 5247 -247 436.681 FPA CRESCENT FUND N/L 2018-07 Purchased 2022-11 14980 13737 1243 436.681 SHS PFA CRESCENT FUND Purchased 2022-11 10000 9539 461 601.591 SHS LOOMIS SAYLES BOND FUND INSTL Purchased 2022-11 6957 8149 -1192 693.746 SHS LOOMIS SAYLES BOND FUND INSTL 2016-09 Purchased 2022-11 8023 9670 -1647 144.844 SHS AMERICAN FUNDS NEW WORLD FUND 2017-01 Purchased 2022-11 10000 7862 2138 326.962 SHS PRIMECAP ODYSSEY GROWTH FUND 2018-07 Purchased 2022-11 12980 13694 -714 1.122 SHS T ROWE PRICE QM US SMALL CAP 2017-12 Purchased 2022-11 43 38 5 270.199 SHS T ROWE PRICE QM US SMALL CAP 2017-01 Purchased 2022-11 10270 7976 2294 149.621 SHS T ROWE PRICE QM US SMALL CAP 2018-07 Purchased 2022-11 5687 5876 -189 1,082.251 SHS ROYCE SMALL-CAP SPECIAL EQUITY FD Purchased 2022-11 20000 22341 -2341 Ohio AG filing fee 200 Tax software fees 150 Delivery fee 75 Administrative expenses 2635 2635 Long term capital gain distributions 12246 12246 PIMCO settlement payment 105 RAYMOND JAMES INVESTMENT ADVISORY FEES 4823 4823 2022 investment income tax 313 Foreign tax withheld 152 152