2025-06-20T12:49:52-05:00 2024-12-31 311488076 HOBE & LUCAS CPAS 6000 FREEDOM SQUARE DRIVE 550 INDEPENDENCE OH 44131 990PF 2024-01-01 341844574 NACY AND ROSEMARY PANZICA FOUNDATION NACY 4407592746 6197 KENARDEN DRIVE HIGHLAND HEIGHTS OH 44143 LAURA KING TREASURER 4407592746 2025-06-03 1 0 JAMES P GERO P00727405 2165248900 2025-06-03 2024 2025-03-06 01:10:19Z X 1708858 X X 36473 36473 30759 104550 30759 2808 2808 0 70040 70040 0 0 0 0 0 6960 0 6960 0 303 303 0 0 17852 17850 2 0 25115 18153 6962 0 80040 80040 105155 18153 6962 80040 -35115 51887 0 23174 12401 12401 87681 87681 314985 1099041 1074699 1381472 1209896 1174781 1708858 0 0 X 295945 295945 0 0 913951 878836 1209896 1174781 1209896 1174781 1209896 -35115 0 1174781 0 1174781 ISHARES CORE US AGGREGATE BOND P 2017-11-29 2024-11-15 60634 67954 -7320 -7320 FROM ALLIANCEBERNSTEIN HOLDING K-1 P 80 80 80 FROM ALLIANCEBERNSTEIN HOLDING K-1 P 666 666 666 FROM ANCORA CATALYST INSTITUTIONAL K-1 P 5837 -5837 -5837 FROM ANCORA CATALYST INSTITUTIONAL K-1 P 23297 23297 23297 CAPITAL GAINS DIVIDENDS P 19873 19873 19873 30759 721 0 721 0 721 1748 0 0 0 1748 X 0 1027 1027 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A LAURA KING 4407592746 6197 KENARDEN DRIVE HIGHLAND HTS OH 44143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY PANZICA 7984 GRAND BAY DRIVE NAPLES FL 34108 PRESIDENT 0.00 0 0 0 MARY BETH LINK 390 DIANA CT HIGHLAND HEIGHTS OH 44143 SECRETARY 0.00 0 0 0 LAURA KING 6197 KENARDEN DRIVE HIGHLAND HEIGHTS OH 44143 TREASURER 0.00 0 0 0 TIMOTHY PANZICA 235 FALLS WALK WAY CHAGRIN FALLS OH 44022 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1607018 17787 0 1624805 0 0 1624805 24372 1600433 80022 80022 721 721 79301 0 79301 0 79301 80040 0 80040 79301 75467 0 0 80040 75467 0 0 4573 0 0 0 0 0 0 0 0 74728 0 0 0 X LAURA KING 6197 KENARDEN DRIVE HIGHLAND HTS OH 44143 4407592746 NOT LIMITED NONE NONE CATHOLIC CHARITIES 7911 DETROIT AVE CLEVELAND OH 44102 NONE PC DONATION 11000 CORNERSTONE OF HOPE 5905 BRECKSVILLE ROAD INDEPENDENCE OH 44131 NONE PC DONATION 5000 FAMILY PROMISE OF GREATER CLEVELAND 3445 WARRENSVILLE CENTER RD CLEVELAND OH 44122 NONE PC DONATION 2500 FROM K-1 - ALLIANCEBERNSTEIN HOLDING LP 1345 AVENUE OF THE AMERICAS NEW YORK NY 10105 NONE PC DONATION 40 GILMOUR ACADEMY 34001 CEDAR ROAD GATES MILLS OH 44040 NONE PC DONATION 5000 GREATER CLEVELAND FOOD BANK 15500 SOUTH WATERLOO ROAD CLEVELAND OH 44110 NONE PC DONATION 10000 HOSPICE OF THE WESTERN RESERVE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 NONE PC DONATION 15000 REGINA HEALTH CENTER 5232 BROADVIEW ROAD RICHFIELD OH 44286 NONE PC DONATION 5000 ROSE MARY CENTER 19350 EUCLID AVE EUCLID OH 44117 NONE PC DONATION 5000 SAINT PASCHAL BAYLON 5384 WILSON MILLS ROAD HIGHLAND HTS OH 44143 NONE PC DONATION 5000 SISTERS OF CHARITY HEALTH SYSTEM 2475 E 22ND STREET CLEVELAND OH 44115 NONE PC DONATION 2500 ST FRANCIS OF ASSISI GIVING TREE 6850 MAYFIELD ROAD GATES MILLS OH 44040 NONE PC DONATION 2000 ST MARTIN DE PORRES HIGH SCHOOL 6111 LAUSCHE BLVD CLEVELAND OH 44103 NONE PC DONATION 4000 WESTSIDE CATHOLIC CENTER 3135 LORAIN AVENUE CLEVELAND OH 44113 NONE PC DONATION 3000 WOMANKIND 5400 TRANSPORTATION BLVD GARFIELD HTS OH 44125 NONE PC DONATION 5000 80040 0 14 36473 14 2808 18 30759 0 70040 0 70040 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6960 0 6960 0 THE FOUNDATION IS HEREBY ELECTING UNDER SECTION 53-4942(A)-3(D)(2) TO APPLY $1,783 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME FROM 2017, 2018 AND 2019. PFIZER INC. 18087 18571 MERCK & CO 8824 29844 BERKSHIRE HATHAWAY, INC 38860 158648 BANK OF AMERICA 13372 22141 BROADCOM INC 8538 85781 ANCORA MICROCAP FUND AT COST 64880 136932 ALLIANCEBERNSTEIN HOLDING LP AT COST 15446 45250 ANCORA/THELEN SMALL-MID CAP FUND AT COST 124689 186852 ANCORA INCOME FUND CLASS I AT COST 209507 193850 ANCORA CATALYST FUND LP AT COST 497937 591843 ISHARES CORE S&P AT COST 58923 128620 TRUST CORE MSCI EAFE ETF AT COST 32304 35140 ISHARES CORE US AGGREGATE BOND AT COST 71013 62985 FROM K-1 - ALLIANCE BERNSTEIN HOLDING LP - NONDEDUCTIBLE EXPENSE 516 516 0 0 FROM K-1 - ANCORA CATALYST FUND LP - OTHER EXPENSES 16963 16963 0 0 CHARITABLE REGISTRATION FEE 0 0 0 0 FIDELITY BANK FEES 2 0 2 0 FROM K-1 - ALLIANCE BERNSTEIN HOLDING LP - OTHER EXPENSES 36 36 0 0 FROM K-1 - ANCORA CATALYST FUND LP - NONDEDUCTIBLE EXPENSES 12 12 0 0 OTHER EXPENSE 323 323 0 0 FROM K-1 - ALLIANCEBERNSTEIN HOLDING LP 3091 3091 FROM K-1 - ANCORA CATALYST FUND LP - OTHER INCOME -283 -283 FROM K-1 - ANCORA CATALYST FOREIGN TAXES PAID 223 223 0 0 NATIONAL FINANCIAL SERVICES - FOREIGN TAX PAID 68 68 0 0 FEDERAL TAXES 0 0 0 0 FROM K-1 - ALLIANCE BERNSTEIN HOLDING LP - FOREIGN TAXES PAID 12 12 0 0