2024-05-14T09:32:15-05:00 2023-12-31 882874505 Lumin Financial LLC 1495 Rosewood Avenue Lakewood OH 441073733 990PF 2023-01-01 364429484 The Clarke Family Charitable Foundation CLAR 2165339282 50 Stonecreek Drive Chagrin Falls OH 44022 Frederick Clarke IV Officer/Director 2165339282 2024-05-13 1 Frederick Clarke IV XXX-XX-XXXX 1 Tyler Kette P01844910 2164565765 2024-05-13 X 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 310796 X 668 X 6147 6147 14116 44735 14116 20931 20263 0 0 0 0 0 3100 3100 0 0 2588 2588 0 0 1170 1070 0 0 6858 6758 0 0 20000 20000 26858 6758 0 20000 -5927 13505 0 11407 15895 15895 202872 192457 294901 214279 208352 310796 0 0 X 16288 16288 0 0 197991 192064 214279 208352 214279 208352 214279 -5927 0 208352 0 208352 34 Shs - Adobe Inc. Common Stock P 2012-01-01 2023-12-04 20427 9259 11168 11168 292 Shs - Marathon Oil Corp - Common Stock P 2019-01-09 2023-07-07 6789 4704 2085 2085 33 Shs - Paypal Holdings Inc. - Common Stock P 2019-07-25 2023-07-07 2205 3831 -1626 -1626 27 Shs - SAP SE SPON ADR - Common Stock P 2012-04-24 2023-12-06 4272 1757 2515 2515 57 Shs - Schlumberger SHS - Common Stock P 2018-03-07 2023-07-06 2775 3769 -994 -994 193 Shs - Uber Technologies Inc P 2021-12-16 2023-07-07 8238 7280 958 958 0.333 Shs - Veralto Corp - Common Stock P 2020-02-18 2023-10-02 29 19 10 10 14116 188 0 188 0 188 0 0 0 0 0 0 188 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A Frederick W Clarke IV 2165339282 50 Stonecreek Drive Chagrin Falls OH 44022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Frederick W Clarke IV 50 Stonecreek Drive Chagrin Falls OH 44022 Officer/Director 1.00 0 0 0 George G Clarke 1560 Blue Mount Road Monkton MD 21111 Officer/Director 1.00 0 0 0 Richard L McGrath 19304 La Serena Ft Myers FL 33967 Officer/Director 1.00 0 0 0 NONE 0 NONE 0 0 0 13651 271172 284823 0 0 284823 4272 280551 14028 14028 188 188 13840 0 13840 0 13840 20000 0 20000 13840 14479 0 0 20000 14479 0 0 5521 0 0 0 0 0 0 0 0 8319 0 0 0 X Harry Chapin Food Bank 3760 Fowler Street Fort Myers FL 33901 N/A PC General Purpose 600 XS Tennis and Education Foundation 1301 East 47th Street Chicago IL 60653 N/A PC General Purpose 1000 Baltimore Symphony Orchestra 5301 Tuckerman Lane North Bethesda MD 20852 N/A PC General Purpose 2000 Trinity Episcopal Cathedral 113 N 18th Street Omaha NE 68102 N/A PC General Purpose 400 The Manor Conservancy PO Box 408 Monkton MD 21111 N/A PC General Purpose 2000 The Hill School 717 E High Street Pottstown PA 19464 N/A PC General Purpose 5000 Artists Archives of Western Reserve 1834 E 123rd Street Cleveland OH 44106 N/A PC General Purpose 500 Hillsdale College 33 East College Street Hillsdale MI 49242 N/A PC General Purpose 1000 Fairhill Partners 12200 Fairhill Road Cleveland OH 44120 N/A PC General Purpose 2400 Crew Land and Water Trust 23998 Corkscrew Road Estero FL 33928 N/A PC General Purpose 1000 Southwest Florida Symphony Orchestra 7500 College Parkway Suite 200 Fort Myers FL 33907 N/A PC General Purpose 600 Cleveland Institute of Art 11610 Euclid Avenue Cleveland OH 44106 N/A PC General Purpose 2500 Cuyahoga Valley Scenic Railroad PO Box 158 Peninsula OH 44264 N/A PC General Purpose 1000 20000 0 Charitable Contributions 668 14 6147 18 14116 0 20263 668 20931 1a Contributions/gifts used to make grants to charity 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 3100 3100 0 0 UBS - Common Stock 192457 294901 UBS Securities LLC 2588 2588 0 0 Foreign Tax Withheld 599 599 0 0 Ohio Filing Fee 100 0 0 0 Federal Income Taxes Paid 471 471 0 0