2024-05-08T08:58:10-05:00 2023-12-31 CONNER & ASSOCIATES LLP 26016 DETROIT RD SUITE 3 WESTLAKE OH 44145 990PF 2023-01-01 311194069 JANE AND JON OUTCALT FOUNDATION % JON H OUTCALT JANE 2165139365 14505 HARTWELL TRAIL NOVELTY OH 44072 JON OUTCALT PRESIDENT 2165139365 2024-05-10 true JON OUTCALT XXX-XX-XXXX true Scott Simmerly P00533581 4406170391 3 2023 2023-04-26 12:10:37Z X 48959117 X 2608800 1073327 908492 842494 2563817 842494 296319 4820940 1750986 0 2000 0 0 0 120843 2348 616 200 123459 2348 0 200 1938500 1938500 2061959 2348 0 1938700 2758981 1748638 545967 1851922 1851922 32336976 42395175 42395175 4925970 4712020 4712020 37808913 48959117 48959117 0 0 X 37808913 48959117 37808913 48959117 37808913 48959117 37808913 2758981 8391223 48959117 48959117 BROADCOM CIL P 2018-12-03 2023-11-24 266 108 158 158 PACWEST BANCORP P 2009-10-29 2023-05-04 103343 821792 -718449 -718449 PROGRESSIVE CORP 4,000 SHS D 2002-08-08 2023-03-29 574035 2376 571659 571659 VMWARE 13,212 SHS P 2018-12-03 2023-11-24 1883565 897047 986518 986518 842494 24306 24306 24306 20000 0 20000 X 144 4450 false false false false false false true true OH true false false false false true NONE JON H OUTCALT 2165139365 14505 HARTWELL TRAIL NOVELTY OH 44072 false false false false false false false false false false false false false false false false false X false false false false JANE Q OUTCALT 14505 HARTWELL TRAIL NOVELTY OH 44072 SECRETARY 0.25 0 0 0 JON H OUTCALT 14505 HARTWELL TRAIL NOVELTY OH 44072 PRESIDENT 0.25 0 0 0 JON H OUTCALT JR 14505 HARTWELL TRAIL NOVELTY OH 44072 VICE PRESIDENT 0.25 0 0 0 DAVID B OUTCALT 14505 HARTWELL TRAIL NOVELTY OH 44072 ASST TREASURER 0.25 0 0 0 KENNETH W OUTCALT 14505 HARTWELL TRAIL NOVELTY OH 44072 TREASURER 0.25 0 0 0 N/A N/A 40640061 1561376 0 42201437 0 42201437 633022 41568415 2078421 2078421 24306 24306 2054115 2054115 2054115 1938700 0 0 0 0 1938700 2054115 1937955 2021 2020 2019 0 0 1938700 1937955 745 0 0 0 0 2053370 0 0 JON OUTCALT 14505 HARTWELL TRAIL NONE X BEECH BROOK 3737 LANDER RD PEPPER PIKE OH 44124 NONE PUBLIC CHARITY GENERAL FUND 2500 ALZHEIMERS ASSOC CLEVELAND 23215 COMMERCE PARK STE 300 BEACHWOOD OH 44122 NONE Public Charity GENERAL FUND 5000 CLEVELAND INSTITUTE OF MUSIC 11021 East Blvd cleveland OH 44106 NONE PUBLIC CHARITY GENERAL FUND 5000 CLEVELAND MUSEUM OF ART 11150 EAST BLVD Cleveland OH 44106 NONE PUBLIC CHARITY GENERAL FUND & WOMENS COUNCIL 650000 CLEVELAND NATURAL HISTORY MUSEUM WADE OVAL UNIV CIRCLE Cleveland OH 44106 NONE PUBLIC CHARITY GENERAL FUND 10000 CLEVELAND PLAYHOUSE 1901 E 13TH ST CLEVELAND OH 44114 NONE PUBLIC CHARITY GENERAL FUND 50000 CLEVELAND ZOOLOGICAL SOCIETY 3900 WILDLIFE WAY CLEVELAND OH 44109 NONE PUBLIC CHARITY GENERAL FUND 2500 DOCTORS WITHOUT BORDERS 40 RECTOR ST NEW YORK NY 10006 NONE Public Charity GENERAL FUND 2500 CLEVELAND CLININC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 None Public Charity GENERAL FUND 10000 HATHAWAY BROWN SCHOOL 19600 NORTH PARK BLVD SHAKER HEIGHTS OH 44122 NONE PUBLIC CHARITY GENERAL FUND 210000 HOLDEN FOREST & GARDENS 9500 SPERRY RD CLEVELAND OH 44060 none public charity GENERAL FUND 5000 HOSPICE OF WESTERN RESERVE 300 E 185TH STREET CLEVELAND OH 44119 NONE PUBLIC CHARITY GENERAL FUND 2500 IDEASTREAM 1375 Euclid Ave Cleveland OH 44115 NONE PUBLIC CHARITY GENERAL FUND 5000 JUDSON FOUNDATION 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 NONE PUBLIC CHARITY GENERAL FUND 2500 LAKE VIEW CEMETERY FDN 12316 EUCLID AVE CLEVELAND OH 44106 NONE Public Charity GENERAL FUND 7500 LIFE ACT 29425 CHAGRIN BLVD 203 CLEVELAND OH 44122 NONE PUBLIC CHARITY GENERAL FUND 1000 LUTHERAN METROPOLITAN MINISTRY 1468 W 25TH STREET CLEVELAND OH 44113 NONE PUBLIC CHARITY GENERAL FUND 2500 MEDWISH 1625 E 31ST ST CLEVELAND OH 44114 NONE Public Charity GENERAL FUND 2500 MEDWORKS 19910 MALVERN RD SHAKER HEIGHTS OH 44122 NONE PUBLIC CHARITY GENERAL FUND 7500 NEW DIRECTIONS 30800 CHAGRIN BLVD CLEVELAND OH 44124 NONE Public Charity GENERAL FUND 500 PLANNED PARENTHOOD 7997 EUCLID AVE CLEVELAND OH 44113 NONE Public Charity GENERAL FUND 2500 PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVENUE SUITE 200 Cleveland OH 44115 NONE PUBLIC CHARITY GENERAL FUND 35000 SALVATION ARMY OF GREATER CLEVELAND 2507 EAST 22ND STREET CLEVELAND OH 44115 NONE PUBLIC CHARITY GENERAL FUND 2500 SMITH COLLEGE 69 PARADISE RD NORTHAMPTON MA 01063 NONE PUBLIC CHARITY GENERAL FUND 1000 ST PAUL'S EPISCOPAL CHURCH 2747 FAIRMOUNT BLVD CLEVELAND HEIGHTS OH 44106 NONE PUBLIC CHARITY GENERAL FUND 20000 TRINITY COLLEGE 330 SUMMIT STREET HARTFORD CT 06106 NONE PUBLIC CHARITY GENERAL FUND 1000 TWO FOUNDATION 8578 e washington st chagrin falls OH 44023 NONE Public Charity GENERAL FUND 2000 UNITED WAY SERVICES 1331 EUCLID AVENUE Cleveland OH 44115 NONE PUBLIC CHARITY GENERAL FUND 0 UNIVERSITY HOSPITALS 11100 EUCLID AVE CLEVELAND OH 44106 NONE PUBLIC CHARITY GENERAL FUND 512500 UNIVERSITY SCHOOL 2785 SOM CENTER ROAD Hunting Valley OH 44122 NONE PUBLIC CHARITY ANNUAL FUND 320000 USA TOY LIBRARY 2719 BROADWAY AVE EVANSTON IL 60201 none PUBLIC CHARITY GENERAL FUND 500 WESTERN RESERVE LAND CONSERVANCY 3850 CHAGRIN RIVER RD MORELAND HILLS OH 44022 none Public Charity GENERAL FUND 2500 INTERNATIONAL CHURCHILL SOCIETY P O BOX 58279 WASHINGTON DC 20037 NONE GENERAL FUND 2500 NATIONAL CHURCHILL MUSEUM 501 WESTMINSTER AVE FULTON MO 65251 NONE GENERAL FUND 2500 THRIVE SCHOLARS 75 FEDERAL ST STE 1250 BOSTON MA 02110 NONE GENERAL FUND 10000 UNIVERSITY CIRCLE INC 10831 MAGNOLIA WAY CLEVELAND OH 44106 NONE GENERAL FUND 5000 FRIENDS OF BREAKTHROUGH SCHOOLS 3615 SUPERIOR AVE STE 3103 CLEVELAND OH 44114 NONE PC ALUMNI SUCCESS PROGRAM 20000 CHARTWELL NATIONAL TRUST MAPELTON RD WESTERHAM KENT UK TN16 1PS none PC GENERAL FUND 15000 1938500 14 1073327 18 842494 OTHER ORD INC/LOSS THRU PARTNERSHIPS 900003 296319 01 296319 1915821 2212140 false false false false false false false false false false X X 1 JON AND JANE OUTCALT 14505 HARTWELL TRAIL NOVELTY OH 44072 2608800 X X 1 BGC PARTNERS INC 310,000 SHS 2008800 2023-11-21 TAX & ACCOUNTING FEES 2000 SECURITIES 37014629 37014629 MUTUAL FUNDS 5380546 5380546 PARTNERSHIPS FMV 4712020 4712020 STATE FILING FEE 200 200 OTHER DEDUCTIONS THRU K1S IRS PENALTY/INTEREST 416 THRU ALLIANCEBERNSTEIN LP 205484 THRU BROOKFIELD PARTNERS 0 THRU CEDAR FAIR LP 11199 THRU ENTERPRISE PRODUCT PARTNERS 79636 EXCISE TAXES EST 990PF 20000 EXCISE TAX 2022 BAL DUE 990PF 13416 EXCISE TAX EST 990T 70000 EXCISE TAX 2022 BAL DUE 990T 15079 FOREIGN TAX ON DIVIDENDS 2348 2348