2025-01-23T15:15:11-06:00 2024-11-30 VGK FINANCIAL SERVICES LLC 6700 BETA DRIVE SUITE 116 CLEVELAND OH 44143 990PF 2023-12-01 347129352 THE READING 1 FOUNDATION % VICTOR G KMETICH READ 2167893195 114 PARTRIDGE LANE HUNTING VALLEY OH 44022 JOHN SCHULZE TRUSTEE 2167893195 2025-01-17 true true VICTOR G KMETICH P01217595 4404429428 X 2023 2024-10-15 13:58:12Z X 3590436 X 0 X 2982 2982 42479 42479 164360 927882 164360 209821 209821 0 2800 2800 0 0 23760 23760 200 200 26760 26760 0 0 235000 235000 261760 26760 0 235000 -51939 183061 27701 96652 96652 55434 30499 30499 2711506 3463285 3463285 2794641 3590436 3590436 0 0 X 2794641 3590436 2794641 3590436 2794641 3590436 2794641 -51939 850734 3593436 3000 3590436 AMERICAN EXPRESS - 246 SH 2023-03-27 2023-12-20 44764 40047 4717 4717 JOHNSON & JOHNSON - 260 SH 2023-05-25 2023-12-20 40466 40248 218 218 VERTEX PHARM - 115 SH 2023-05-25 2023-12-20 46301 38243 8058 8058 OCCIDENTAL PETROLEUM - 876 SH 2023-02-03 2023-12-20 51841 54597 -2756 -2756 STARBUCKS - 290 SH 2023-05-25 2023-12-20 27983 28649 -666 -666 DIAGEO - 191 SH 2023-02-03 2023-12-20 27664 33568 -5904 -5904 APPLE - 392 SH 2020-04-13 2023-12-20 76978 26674 50304 50304 MICROSOFT - 89 SH 2018-11-05 2023-12-20 33133 9516 23617 23617 NVIDIA - 132 SH 2020-10-30 2023-12-20 66372 16254 50118 50118 HUNTINGTON #0874 - SEE ATTACHED 2024-11-30 236299 209479 26820 26820 HUNTINGTON #0874 - SEE ATTACHED 2024-11-30 276081 266247 9834 9834 164360 2001-01-31 2545 2545 2545 4130 0 4130 1585 1585 false false false false false false false true true OH true false false false false true VICTOR G KMETICH 4404429428 6700 BETA DR SUITE 116 CLEVELAND OH 44143 false false false false false false false false false false false false false false false false false false false false false SALLY REDDIG SCHULZE 114 PARTRIDGE LANE HUNTING VALLEY OH 44022 TRUSTEE 0 0 0 0 NONE NONE 3068543 109836 0 3178379 0 3178379 47676 3130703 156535 156535 2545 2545 153990 153990 153990 235000 0 0 0 0 235000 153990 0 2021 2020 2019 0 242821 242821 235000 0 153990 81010 323831 0 0 0 0 323831 242821 81010 SALLY REDDIG SCHULZE JOHN B SCHULZE NONE X CLEVELAND INSTITUTE OF ART 11141 EAST BOULEVARD CLEVELAND OH 44106 NONE PC GENERAL TAX-EXEMPT PURPOSES 35000 HEIGHTS YOUTH CLUB 2065 LEE ROAD CLEVELAND OH 44118 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 YOUNG AUDIENCES OF NORTHEAST OHIO 13110 SHAKER SQUARE C203 CLEVELAND OH 44120 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 UNIVERSITY SCHOOL 2785 SOM CENTER ROAD CHAGRIN FALLS OH 44022 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 THE WILLOWS COMMUNITY SCHOOL 8509 HIGUERA STREET CULVER CITY CA 90232 NONE PC GENERAL TAX-EXEPMT PURPOSES 0 LAUREL SCHOOL 1 LYMAN CIRCLE SHAKER HEIGHTS OH 44122 NONE PC GENERAL TAX-EXEMPT PURPOSES 180000 HOPEWELL 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 NONE PC GENERAL TAX-EXEMPT PURPOSES 10000 ROSE CENTER FOR AGING WELL 11890 FAIRHILL ROAD CLEVELAND OH 44120 NONE PC GENERAL TAX EXEMPT PURPOSES 0 NATURE CENTER AT SHAKER LAKES 2600 SOUTH PARK BOULEVARD CLEVELAND OH 44120 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 CLEVELAND MUSEUM OF ART 11150 EAST BOULEVARD CLEVELAND OH 44106 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 UNITED WAY OF CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 CLEVELAND INSTITUTE OF MUSIC 11021 EAST BOULEVARD CLEVELAND OH 44106 NONE PC GENERAL TAX-EXEMPT PURPOSES 1000 NORTH UNION FARMERS MARKET 13111 SHAKER SQUARE CLEVELAND OH 44120 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 UNIVERSITY CIRCLE INC 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 NONE PC GENERAL TAX-EXEMPT PURPOSES 9000 LUTHERAN METROPOLITAN MINISTRY 4515 SUPERIOR AVENUE CLEVELAND OH 44103 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 LAKE VIEW CEMETERY FDN 12316 EUCLID AVENUE CLEVELAND OH 44106 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVENUE 200 CLEVELAND OH 44115 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 FRIENDS OF BREAKTHROUGH SCHOOLS 3615 SUPERIOR AVENUE CLEVELAND OH 44114 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 CLEVELAND ZOOLOGICAL SOCIETY 3900 WILDLIFE WAY CLEVELAND OH 44109 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 SHADY SIDE ACADEMY 423 FOX CHAPEL ROAD PITTSBURGH PA 15238 NONE PC GENERAL TAX-EXEMPT PURPOSES 0 235000 CONTRIBUTIONS 13 14 45461 18 164360 209821 209821 false false false false false false false false false false VGK FINANCIAL SERVICES LLC 2800 2800 NONE EQUITIES 2473370 3333348 3333348 MUTUAL FUNDS - EQUITIES 238136 129937 129937 OPTIONS FEDERAL TAX PAYMENTS 3000 DECREASE IN MARKET VALUE OF INVESTMENTS 0 OHIO FILING FEE 200 200 INCREASE IN MARKET VALUE OF INVESTMENTS 850734 UNCLEARED CHECKS BANK/INVESTMENT FEES 23760 23760