2025-05-02T13:08:33-05:00 2024-12-31 454643895 RMS INVESTMENT GROUP LLC 3401 TUTTLE ROAD SUITE 350 SHAKER HEIGHTS OH 44122 990PF 2024-01-01 208004503 JAMES AND SUSAN RATNER FAMILY FOUNDATION JAME 4403453687 3401 TUTTLE ROAD 350 SHAKER HEIGHTS OH 44122 JAMES RATNER VICE PRESIDENT 4403453687 2025-04-28 1 0 KEN MACKO P01296901 4403453687 2024 2025-03-06 01:10:19Z X 3322238 X X 69733 69733 51338 51338 130292 965814 130292 251363 251363 0 0 0 721 0 0 6489 6255 234 7210 6255 234 1301120 1301120 1308330 6255 1301354 -1056967 245108 1126809 792067 792067 2807421 2085196 2530171 3934230 2877263 3322238 0 0 X 0 0 0 0 3934230 2877263 3934230 2877263 3934230 2877263 3934230 -1056967 0 2877263 0 2877263 PUBLICLY TRADED SECURITIES 965814 835522 130292 130292 130292 3407 0 3407 0 3407 7378 0 0 0 7378 0 3971 3971 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A RMS INVESTMENT GROUP ATTN BRUCE G 4403453687 3401 TUTTLE ROAD SUITE 350 SHAKER HEIGHTS OH 44122 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES RATNER RMS INVESTMENT GROUP LLC 3401 TUTTLE ROAD SUITE 350 SHAKER HEIGHTS OH 44122 VP/DIR 1.00 0 0 0 SUSAN RATNER RMS INVESTMENT GROUP LLC 3401 TUTTLE ROAD SUITE 350 SHAKER HEIGHTS OH 44122 PRES/DIR/SEC 1.00 0 0 0 NONE 0 NONE 0 0 2441773 1403960 0 3845733 0 0 3845733 57686 3788047 189402 189402 3407 3407 185995 0 185995 0 185995 1301354 0 1301354 185995 0 0 73032 1016895 1233563 837696 3161186 1301354 0 0 0 185995 1115359 0 0 4276545 0 0 0 0 0 0 73032 4203513 1016895 1233563 837696 1115359 JAMES RATNER SUSAN RATNER X ACLU OF OHIO 4506 CHESTER AVE CLEVELAND OH 44103 PC ANNUAL FUND 2500 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 PC RICHARD H. ADLER COMMUNITY LEADERSHIP AWARD 2500 AMERICAN JEWISH WORLD SERVICE INC 45 W 36TH STREET NEW YORK NY 10018 PC ANNUAL FUND 2500 BETHANY BAPTIST CHURCH 1211 EAST 105TH CLEVELAND OH 441083682 PC 25TH ANNIV COMMUNITY OUTREACH 2500 BETHANY BAPTIST CHURCH 1211 EAST 105TH CLEVELAND OH 441083682 PC ANNUAL FUND 2500 BIKUR CHOLIM OF GREATER CLEVELAND 1845 SOUTH TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 PC ANNUAL FUND 1000 CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE 1779 MASSACHUSETTS AVE NW WASHINGTON DC 20036 PC 2024 ANNUAL SUPPORT 5000 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE FL3 RM 346 CLEVELAND OH 44106 PC TRUSTEE ANNUAL FUND 15000 CLEVELAND MUSEUM OF ART 11150 EAST BOULEVARD CLEVELAND OH 441061797 PC LOBBY RENOVATION PROJECT 100000 CLEVELAND MUSEUM OF ART 11150 EAST BOULEVARD CLEVELAND OH 441061797 PC ANNUAL FUND 25000 CLEVELAND STATE UNIVERSITY FOUNDATION INC 2121 EUCLID AVENUE UN 501 CLEVELAND OH 44115 PC 2024 HALL OF FAME 3000 DIVERSITY CENTER OF NORTHEAST OHIO 3659 GREEN ROAD STE 220 CLEVELAND OH 44122 PC 70TH ANNUAL HUMANITARIAN AWARD 4000 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 PC ANNUAL FUND 1000 FACING HISTORY & OURSELVES NATIONAL FNDN 89 SOUTH STREET SUITE 401 BOSTON MA 02111 PC ANNUAL FUND 2500 FACING HISTORY & OURSELVES NATIONAL FNDN 89 SOUTH STREET SUITE 401 BOSTON MA 02111 PC 25TH ANNIVERSARY BENEFIT DONATIONS 5000 FORWARD ASSOC INC 125 MAIDEN LANE NEW YORK NY 10038 PC ANNUAL FUND 1000 FRIENDS OF BEZALEL ACADEMY OF ARTS & DESIGN INC 244 5THAVE STE 2734 NEW YORK NY 10001 PC BETTY & MAX RATNER GALLERY 25000 GREATER CLEVELAND FOOD BANK INC 13815 COIT RD CLEVELAND OH 441103819 PC ANNUAL FUND 15000 HAMMER MUSEUM 10899 WILSHIRE BOULEVARD LOS ANGELES CA 90024 PC ANNUAL FUND FY2024 16667 HANNA PERKINS SCHOOL 19910 MALVERN ROAD SHAKER HEIGHTS OH 441222823 PC 2024 SPECIAL EVENTS DONATIONS 2500 HANNA PERKINS SCHOOL 19910 MALVERN ROAD SHAKER HEIGHTS OH 441222823 PC ANNUAL FUND 3500 HEBREW FREE LOAN ASSOCIATION 1422 EUCLID AVE SUITE 400 CLEVELAND OH 44115 PC ANNUAL FUND 1500 HOPEWELL INN 147 BELL STREET SUITE 303 CHAGRIN FALLS OH 44022 PC ANNUAL FUND 5000 HT MINISTRIES PO BOX 43 BURTON OH 44021 PC ANNUAL FUND 10000 IDEASTREAM PUBLIC MEDIA 1375 EUCLID AVE CLEVELAND OH 44115 PC WCPN 90.3 & WVIZ TV 25 ANNUAL FUND 2000 ISRAEL TENNIS CENTERS FOUNDATION INC 3275 W HILLSBORO BLVD SUITE 102 DEERFIELD BEACH FL 33442 PC ANNUAL FUND 3000 J STREET EDUCATION FUND PO BOX 66073 WASHINGTON DC 20035 PC ANNUAL FUND 15000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 PC CLEVELAND STANDS WITH ISRAEL 101250 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 PC ISRAEL @ 75 12500 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 PC CAMPAIGN FOR JEWISH NEEDS & THE UKRAINE EMERGENCY RELIEF FUND 137500 KENT STATE UNIVERSITY FOUNDATION PO BOX 5190 KENT OH 44242 PC ANNUAL FUND 1000 MALTZ MUSEUM OF JEWISH HERITAGE 2929 RICHMOND ROAD BEACHWOOD OH 44122 PC HERITAGE AWARD 10000 MALTZ MUSEUM OF JEWISH HERITAGE 2929 RICHMOND ROAD BEACHWOOD OH 44122 PC DEGENERATE EXHIBITION 5000 MEDISYS HEALTH FOUNDATION 8900 VAN WYCK EXPY RICHMOND HILL NY 11418 PC MEDISYS FUND 25000 MEDWISH INTERNATIONAL 1625 E 31ST ST CLEVELAND OH 44114 PC MEDBASH 2024 20000 MILESTONES AUTISM RESOURCES 4853 GALAXY PKWY SUITE A WARRENSVILLE HTS OH 44128 PC REACHING FOR THE STARS 5000 MILESTONES AUTISM RESOURCES 4853 GALAXY PKWY SUITE A WARRENSVILLE HTS OH 44128 PC ANNUAL FUND 8333 MT SINAI HEALTH CARE FOUNDATION 10501 EUCLID AVENUE CLEVELAND OH 44106 PC ANNUAL FUND 350 MUSICAL ARTS ASSOCIATION 11001 EUCLID AVE SEVERANCE HALL CLEVELAND OH 44106 PC ANNUAL FUND 25000 NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA PA 191760358 PC 2024 ANNUAL SUPPORT 50000 ORT AMERICA 75 MAIDEN LANE NEW YORK NY 10038 PC ORT AWARD 2375 PARK SYNAGOGUE 27500 SHAKER BLVD PEPPER PIKE OH 44124 PC 2024 ANNUAL FUND 8333 PARK SYNAGOGUE 27500 SHAKER BLVD PEPPER PIKE OH 44124 PC GENERAL OPERATING SUPPORT 30000 PARK SYNAGOGUE 27500 SHAKER BLVD PEPPER PIKE OH 44124 PC ALBERT B. RATNER LIFETIME LEGACY AWARD 16667 PARK SYNAGOGUE 27500 SHAKER BLVD PEPPER PIKE OH 44124 PC 2024 / 2025 SYNAGOGUE SUPPORT 25400 PARK SYNAGOGUE 27500 SHAKER BLVD PEPPER PIKE OH 44124 PC DAVIS HALL PROJECT 40495 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVE 15TH FLOOR NEW YORK NY 10017 PC COMMANDERS FOR ISRAEL'S SECURITY 5000 PELHAM JEWISH CENTER 451 ESPLANADE PELHAM NY 10803 PC ANNUAL FUND 1000 PHYSICIANS FOR HUMAN RIGHTS INC 256 W 38TH STREET 9TH FLOOR NEW YORK NY 10018 PC ANNUAL FUND 10000 PLANNED PARENTHOOD OF GREATER OHIO PO BOX 933233 CLEVELAND OH 441930035 PC THE CARE. NO MATTER WHAT. CELEBRATION 50000 PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVENUE SUITE 200 CLEVELAND OH 441152197 PC ANNUAL FUND 25000 PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVENUE SUITE 200 CLEVELAND OH 441152197 PC CENTER STAGE BENEFIT 22500 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 PC ANNUAL FUND 15000 SHAKER HEIGHTS DEVELOPMENT CORP 3400 LEE ROAD SHAKER HTS OH 44120 PC ANNUAL FUND 5000 SHAKER SCHOOLS FOUNDATION 15600 PARKLAND DRIVE SHAKER HEIGHTS OH 44120 PC ANNUAL FUND 2500 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 PC ANNUAL FUND 2500 SPARKYOUTH NYC INC 444 MADISON AVENUE 6TH FL NEW YORK NY 10022 PC 30TH ANNIVERSARY AWARDS BENEFIT 2500 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 PC ANNUAL FUND 1000 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 PC ANNUAL FUND 5000 THE ELLEN P HERMANSON FOUNDATION 95 ELY BROOK TO HANDS CREEK ROAD EAST HAMPTON NY 11937 PC ANNUAL FUND 2500 THE RATNER SCHOOL 27575 SHAKER BOULEVARD PEPPER PIKE OH 44124 PC ANNUAL FUND 18750 THE RATNER SCHOOL 27575 SHAKER BOULEVARD PEPPER PIKE OH 44124 PC 2024 KALEIDOSCOPE FUND 5000 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 PC BEYOND OUR WALLS FUND 10000 ULI FOUNDATION 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 PC MARTY STERN FUND & GENE KOHN FUND 5000 UNITED JEWISH CEMETERIES 2749 MAYFIELD ROAD CLEVELAND OH 44106 PC MAYFIELD CEMETERY 1000 UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 PC ANNUAL FUND 50000 UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER 11100 EUCLID AVENUE CLEVELAND OH 44106 PC RAINBOW BABIES & CHILDREN'S RIDE THE RAINBOW / RAISE THE PADDLE DONATION 10000 UNIVERSITY HOSPITALS OF CLEVELAND 3605 WARRENSVILLE CENTER ROAD BEACHWOOD OH 44122 PC ALZHEIMERS DISCOVERY @ HARRINGTON DISCOVERY INSTITUTE 250000 VALUES-IN-ACTION FOUNDATION 6700 BETA DR SUITE 120 MAYFIELD OH 44143 PC CELEBRATION OF GOODNESS 1000 WINGSPAN CARE GROUP 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 PC ANNUAL FUND 2500 1301120 0 14 69733 14 51338 18 130292 0 251363 0 251363 0 0 0 0 0 0 0 0 0 0 RAYMOND JAMES INVESTMENTS AT COST 2085196 2530171 STATE OR LOCAL FILING FEES 234 0 234 INVESTMENT FEES 6255 6255 0 FOREIGN TAX 721 0 0