2026-05-15T16:00:11-06:00 2025-12-31 463046333 Davis Nagy and Company LLC 1000 S Cleve Mass Rd S119 Fairlawn OH 44333 990PF 2025-01-01 061661997 William & Ruth Kelly Family Foundation % James C Kelly WILL 3593 Medina Rd STE 257 Medina OH 44256 JAMES C KELLY Treasurer 3304163073 2026-05-13 true SHARON L NAGY CPA P00099224 3306659405 2026-05-15 2025 2025-03-06 01:10:19Z X 1751470 X X 4025 4025 26870 26870 112706 112706 112706 143601 143601 1358 930 2288 0 0 75040 75040 77328 0 75040 66273 143601 0 127114 55282 129256 133711 169344 865239 998889 1582126 1121609 1187882 1751470 0 0 X 1121609 1187882 1121609 1187882 1121609 1187882 1121609 66273 1187882 1187882 None - capital gain distribution P 2025-12-31 2025-12-31 112706 112706 112706 112706 1996 0 1996 0 1996 1158 1158 838 false false false false false false false true true true false false false false true JAMES C KELLY 3304163073 3593 Medina Rd Ste 359 Medina OH 44256 false false false false false false false false false false false false false false false false false false false Robert W Kelly 3337 Medina Raod Medina OH 44256 President 0.00 0 0 0 Raymond C Kelly 3337 Medina Road Medina OH 44256 Secretary 0.00 0 0 0 James C Kelly 3593 Medina Rd Ste 359 Medina OH 44256 Treasurer 0.00 0 0 0 NONE 0 NONE 0 1650466 73675 0 1724141 0 0 1724141 25862 1698279 84914 84914 1996 1996 82918 82918 82918 75040 75040 82918 74626 75040 74626 414 82504 X Berkshire Local Schools 16700 Thompson Road Thompson OH 44086 None PC Thompson Student Scholarships 2000 Western Reserve PBS 1750 Campus Center Drive Kent OH 44240 None PC General operations 40 Hospice of Medina County 5075 Windfall Road Medina OH 44256 None PC General operations 2000 The Summa Health Foundation 525 East Market Street Akron OH 44304 None PC General operations 20000 Special Olympics Ohio Inc 3303 Winchester Pike Columbus OH 43232 None PC General operations 500 Granger United Methodist Church 14 East 15th Avenue Columbus OH 43201 None PC Fund 317069 Pancreatic Cancer Fund 8000 Highland Foundation for Educational PO Box 415 Sharon Center OH 44274 None PC General operations 3000 Great Trail Council 4500 Hudson Drive Stow OH 44224 None PC General operations 1000 Medina Community Band Association PO Box 1477 Medina OH 44256 None PC General operations 2000 Highland Facilities Association 3880 Ridge Road Medina OH 44256 None PC Tennis complex 7500 Highland Community Support Network 4684 Ridge Road Wadsworth OH 44281 None PC General operations 3000 Remsen Christian Church 3737 Ridge Road Medina OH 44256 None PC General operations 12000 Highland Local Schools 9500 Euclid Avenue Cleveland OH 44195 None PC Scholarship Endowment 14000 75040 0 14 2111 14 28784 18 30895 30895 false false false false false false false false false false Huntington Bancshares 133711 169344 American Cap World Growth & Inc 125237 199730 American Mutual Fund 84872 139142 American Balanced Fund 108449 172381 American Cap Inc Builder 68604 89970 American Fundamental Investors 143278 236083 American Growth Fund 154191 257594 American Income Fund of America 83585 104076 American Investment Co of America 105261 167101 American New Perspective 86579 152722 American Washington Mutual 38833 63327 EMA Annual Service Fee-Merrill 180 0 0 0 Legal and accounting 750 0 0 0 State of Ohio trust fee 200 0 0 0 Federal investment tax 1158 0 0 0