2024-04-16T09:51:58-05:00 2023-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990PF 2023-01-01 311530385 REGO FAMILY FOUNDATION C/O ANTHONY C REGO REGO 4405912743 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 ANTHONY C REGO TREASURER/SECRETARY 2165912743 2024-04-03 1 ANTHONY REGO XXX-XX-XXXX 0 KIMBERLY A SCOTT P01235000 2163630100 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 331615 X X 10678 10678 -1267 35704 0 9411 10678 0 0 0 460 100 0 4492 4492 0 4952 4592 0 32500 32500 37452 4592 32500 -28041 6086 12321 3625 3625 96 96 96 307259 287542 327894 319580 291263 331615 0 0 X 319580 291539 0 0 0 -276 319580 291263 319580 291263 319580 -28041 89 291628 365 291263 FIRST TRUST MORNINGSTAR P 2022-06-14 2023-11-16 17214 18530 -1316 -1316 SPDR BLOOMBERG 1-3 MONTH P 2018-01-22 2023-10-24 18347 18298 49 49 SPDR GOLD SHARES P 2023-12-31 2023-12-31 143 143 0 0 -1267 85 0 85 0 85 279 0 0 0 279 0 194 194 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A ANTHONY C REGO 2165912743 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY C REGO 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 PRESIDENT/TREASURER/SECR 0.00 0 0 0 MICHAEL C REGO 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 VICE PRESIDENT 0.00 0 0 0 MATTHEW T REGO 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 VICE PRESIDENT 0.00 0 0 0 SARAH C REGO 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 330856 10354 96 341306 0 0 341306 5120 336186 16809 16809 85 85 16724 0 16724 0 16724 32500 0 32500 16724 0 0 2605 2605 32500 0 0 0 16724 15776 0 0 18381 0 0 0 0 0 0 0 18381 2605 15776 X GREATER CLEVELAND FOODBANK 13815 COIT RD CLEVELAND OH 44110 NONE PUBLIC GENERAL 32500 32500 0 14 10678 18 -1267 0 9411 0 9411 0 0 0 0 0 0 0 0 0 0 SPDR BLOOMBERG 1-3 79104 79052 SPDR GOLD SHARES 29844 38234 FIRST TRUST N AMERICAN ENERGY INFRASTRUCTURE 18237 19245 SPDR S&P 500 12717 23766 ENERGY SELECT SECTOR 9657 9474 ISHARES RUSSELL 2000 VALUE ETF 8598 10252 TECHNOLOGY SELECT SECTOR SPDR 4221 14244 SPDR GLOBAL NAT RESOURCES 9211 9121 HEALTH CARE SELECT SECTOR 9266 10501 ISHARES AEROSPACE 9271 12280 VANGUARD EMERGING MARKETS 9275 9124 SPDR S&P DIVIDEND 18482 19620 VANGUARD VALUE 18545 20930 FIRST TRUST ENHANCED SHORT MAT 33917 34066 FT CBOE VEST S&P 500 DIID ARISTOCRATS TARGET INCOME 17197 17985 FOREIGN TAXES PAID 38 STOCK BASIS ADJUSTMENT 327 INVESTMENT ACCOUNT FEES 4347 4347 0 MISCELLANEOUS 145 145 0 PRIOR YEAR DIV REC 89 FEDERAL TAXES 360 0 0 OHIO TAXES 100 100 0