2024-04-22T16:38:42-05:00 2023-12-31 CONNER & ASSOCIATES LLP 26016 DETROIT RD STE 3 WESTLAKE OH 44145 990PF 2023-01-01 311679716 THE RIG III FAMILY FOUNDATION % ROBERT I GALE III RIGI 2778 SOM CENTER ROAD 100 WILLOUGHBY HILLS OH 44094 ROBERT GALE TRUSTEE 4405851818 2024-04-30 true ROBERT GALE XXX-XX-XXXX true Scott Simmerly P00533581 4406170391 2 2023 2023-04-26 12:10:37Z X 5011644 X 0 X 79742 79742 -31452 340753 0 48290 79742 0 1500 23161 23161 3974 660 234 200 28869 23821 200 236000 236000 264869 23821 236200 -216579 55921 37181 35726 35726 2425864 2210740 4975918 2463045 2246466 5011644 0 0 X 2463045 2246466 2463045 2246466 2463045 2246466 2463045 -216579 2246466 2246466 SEE CHAS SCHWAB STMT P 2023-01-09 2023-04-18 43810 53357 -9547 -9547 SUNPOWER CORP 170 SHS P 2023-01-09 2023-12-21 728 3002 -2274 -2274 SEE CHAS SCHWAB STMT D 2021-07-14 2023-04-18 296215 315846 -19631 -19631 -31452 777 777 777 3200 0 3200 2423 2423 false false false false false false true true OH true false false false false true ROBERT I GALE III 4405851818 2778 SOM CTR RD Willoughby Hills OH 44094 false false false false false false false false false false false false false false false false X false false false false CATHY M GALE 2778 SOM CENTER ROAD 100 WILLOUGHBY HILLS OH 44094 PRESIDENT 0 0 0 0 ELIZABETH G KENNEDY 2778 SOM CENTER ROAD 100 WILLOUGHBY HILLS OH 44094 VICE PRESIDENT 0 0 0 0 ROBERT T GALE 2778 SOM CENTER ROAD 100 WILLOUGHBY HILLS OH 44094 TREASURER 0 0 0 0 STEPHANIE D GALE-WINTERER 2778 SOM CENTER ROAD 100 WILLOUGHBY HILLS OH 44094 SECRETARY 0 0 0 0 ROBERT I GALE III 2778 SOM CENTER ROAD 100 WILLOUGHBY HILLS OH 44094 TRUSTEE 0 0 0 0 N/A N/A 4709978 47826 0 4757804 0 4757804 71367 4686437 234322 234322 777 777 233545 233545 233545 236200 0 0 0 0 236200 233545 5410 2021 2020 2019 0 236200 5410 230790 0 0 0 0 2755 0 0 ROBERT I GALE III X BOCA GRANDE CHARITIES 431 PARK AVE BOCA GRANDE FL 33921 NONE EXEMPT GENERAL FUND 10000 ALZHEIMERS ASSOCATION 23215 COMMERCE PARK RD STE 300 BEACHWOOD OH 44122 NONE EXEMPT GENERAL FUND 2000 BOCA GRANDE HEALTH CLINIC 320 PARK AVE BOCA GRANDE FL 33921 NONE EXEMPT general fund 10000 BOCA GRANDE HISTORICAL SOCIETY 170 PARK AVE BOCA GRANDE FL 33921 NONE EXEMPT GENERAL FUND 2500 FIELDSTONE FARM THERAPEUTIC RIDING CTR 16497 SNYDER ROAD CHAGRIN FALLS OH 44022 NONE EXEMPT GENERAL FUND 20000 BOCA GRANDE WOMENS CLUB PO BOX 65 BOCA GRANDE FL 33921 NONE EXEMPT GENERAL FUND 5000 GASPARILLA ISLAND CONSERVANCY 131 1ST STREET W BOCA GRANDE FL 33921 NONE EXEMPT GENERAL FUND 5000 GILMOUR ACADEMY 34001 CEDAR RD GATES MILLS OH 44040 NONE EXEMPT GENERAL FUND 1500 HATHAWAY BROWN SCHOOL 19600 NORTH PARK BLVD SHAKER HEIGHTS OH 44122 NONE EXEMPT GENERAL FUND & LTW CAMPAIGN 47500 HAWKEN SCHOOL 12465 COUNTY LINE RD GATES MILLS OH 44040 NONE EXEMPT GENERAL FUND 4500 HOLDEN FOREST & GARDENS 9500 SPERRY ROAD KIRTLAND OH 44060 NONE EXEMPT annual fund 1000 HOPEWELL INN 9637 STATE ROUTE 534 MESOPOTAMIA OH 44439 NONE EXEMPT general fund 20000 HOSPICE OF WESTERN RESERVE 150 SPRINGSIDE DRIVE CLEVELAND OH 44119 NONE EXEMPT general fund 3000 JOHANN FUST LIBRARY FDN 1040 10TH ST BOCA GRANDE FL 33921 NONE EXEMPT GENERAL FUND 2500 KAREN WELLINGTON FDN 11030 East Blvd CLEVELAND OH 44106 none EXEMPT GENERAL FUND 5000 NATURAL HISTORY MUSEUM 1 WADE OVAL DR CLEVELAND OH 44106 NONE EXEMPT GENERAL FUND 3000 OHIO STATE UINIV WEXNER MEDICAL CTR 410 W 10TH ST COLUMBUS OH 43210 NONE EXEMPT GENERAL FUND 22000 RAINBOW BABIES & CHILDRENS HOSPITAL 11100 EUCLID AVENUE 84 CLEVELAND OH 44106 NONE EXEMPT general fund 5000 ST ANDREW EPISCOPAL CHURCH 380 GILCHRIST AVE BOCA GRANDE FL 33921 NONE EXEMPT GENERAL FUND 1000 STONEBROOK WHITE MONTESSORI SCHOOL 1000 E 92ND STREET CLEVELAND OH 44108 NONE EXEMPT GENERAL FUND 10000 WINOUS POINT MARSH CONSERVANCY 3500 S LATTIMORE RD PORT CLINTON OH 43452 NONE EXEMPT ANNEX BUILDING FD;GALE-WHITE FD & GENERAL FUND 43000 UNIVERSITY SCHOOL 2785 SOM CENTER RD MORELAND HILLS OH 44022 NONE GENERAL FUND 7500 FRIENDS OF BOCA GRAND COMMUNITY CTR 331 1ST STREET BOCA GRANDE FL 33921 NONE PC GENERAL FUND 5000 236000 14 79742 18 -31452 48290 48290 false false false false false false false false false false SECURITIES 1076453 2759027 MUTUAL FUNDS 605569 955704 EXCHANGE TRADE FUNDS 527508 1260084 REIT 1210 1103 OHIO FILING FEE 200 200 ADR FEE 34 INVESTMENT MANAGEMENT FEES 23161 23161 FOREIGN TAXES-DIVIDENDS 660 660 EXCISE TAXES 3314