2024-05-15T12:53:17-05:00 2023-12-31 WESTERN RESERVE TRUST COMPANY 600 SUPERIOR AVE E STE 1701 CLEVELAND OH 441142614 990PF 2023-01-01 306073677 RICHARD C GRAHAM FAMILY CHARITABLE FD % WILLIAM E KARNATZ JR RICH 2163822000 600 SUPERIOR AVE E Suite 1701 CLEVELAND OH 44114 LESLIE A GRAHAM CO-TRUSTEE 2163822000 2024-05-13 true LESLIE A GRAHAM 999009999 true DOMINIC M FRAGAPANE P01825932 2163822000 2024-05-12 2 2023 2023-04-26 12:10:37Z X 1152605 X 0 X 22378 22378 10738 104293 10738 1735 879 34851 33995 0 12316 8043 4273 1242 186 200 13558 8229 4473 49854 49854 63412 8229 54327 -28561 25766 24008 14141 14141 981754 960727 1138464 1005762 974868 1152605 0 0 X 1051770 1005762 -46008 -30894 1005762 974868 1005762 974868 1005762 -28561 977201 2333 974868 WRTC LONG TERM P 2022-01-01 2023-12-31 17123 12355 4768 4768 WRTC LONG TERM P 2022-01-01 2023-12-31 77949 81200 -3251 -3251 CAPITAL GAIN DIVIDENDS P 9221 CAPITAL GAIN DIVIDENDS P 9221 10738 358 358 358 856 0 856 498 498 false false false false false false false true true OH false false false false false true WILLIAM E KARNATZ JR 2163822000 600 SUPERIOR AVE E SUITE 1701 CLEVELAND OH 44114 false false false false false false false false false false false false false false false false false false false false false CAROL A BABER 600 SUPERIOR AVE E CLEVELAND OH 44114 CO-TRUSTEE 2.0 0 0 0 LESLIE GRAHAM 600 SUPERIOR AVE E CLEVELAND OH 44114 CO-TRUSTEE 2.0 0 0 0 TIMOTHY P COYNE 600 SUPERIOR AVE E CLEVELAND OH 44114 CO-TRUSTEE 1.0 0 0 0 1080543 10101 0 1090644 0 1090644 16360 1074284 53714 53714 358 358 53356 53356 53356 54327 0 0 0 0 54327 53356 49854 2021 2020 2019 0 0 54327 49854 4473 0 0 0 0 48883 0 0 X ALAMEDA FOOD BANK PO BOX 2167 ALAMEDA CA 94501 UNREALTED PC GENERAL 9000 ATHENS LAND TRUST 685 N POPE ST ATHENS GA 30601 UNRELATED PC GENERAL 5539 LOAVES & FISHES FOOD PANTRY INC 2050 LAMBS ROAD CHARLOTTESVILLE VA 229018978 UNRELATED PC GENERAL 5309 THE WOMEN'S INITIATIVE 1101 EAST HIGH STREET SUITE A CHARLOTTESVILLE VA 22902 UNRELATED PC GENERAL 6000 PARTNERS IN HEALTH PO BOX 996 FREDERICK MD 21705 UNRELATED PC GENERAL 5539 HOSPICE OF THE PIEDMONT 675 PETER JEFFERSON PARKWAY SUITE 3 CHARLOTTESVILLE VA 22911 UNRELATED PC GENERAL 5309 CIVICOPRS 101 MYRTLE STREET OAKLAND CA 94607 UNRELATED PC GENERAL 3618 FRIENDS OF THE ALAMEDA FREE LIBRARY PO BOX 1024 ALAMEDA CA 94501 UNREALTED PC GENERAL 4000 TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 UNRELATED PC GENERAL 5540 49854 14 22378 18 10738 NON-DIVIDEND DISTRIBUTION 01 879 FEDERAL OVERPAYMENT 01 856 34851 34851 false false false false false false false false false false OHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQUIRED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION. MUTUAL FUNDS- FIXED INCOME 203416 203416 177415 MUTUAL FUNDS- EQUITIES 714112 661465 860230 MUTUAL FUNDS - REAL ESTATE 54532 86152 90305 MUTUAL FUNDS - ALTERNATIVE 9694 9694 10514 BOOK/TAX ADJUSTMENT 2333 NON DIVIDEND DISTRIBUTION 879 879 FEDERAL TAX OVERPAYMENT 856 INVESTMENT MANAGEMENT FEES 8043 8043 TRUSTEE SUPPORT FEES 4273 4273 FOREIGN TAXES 186 186 FEDERAL TAXES 856 OHIO ANNUAL FEE 200 200