2025-04-22T11:42:42-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990PF 2024-01-01 341924355 MILTON JAMES FOUNDATION INC C/O CLAUDIA M HOWER MILT 3306666514 3453 W BATH RD AKRON OH 44333 CLAUDIA M HOWER PRESIDENT AND TREASURER 3306666514 2025-04-18 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-04-16 2024 2025-03-06 01:10:19Z X 3186629 X 1442 X 6129 6129 79601 79601 22139 120854 0 109311 85730 0 0 0 0 0 4725 2363 0 2362 29842 29842 0 0 4613 1 0 0 200 0 0 200 39380 32206 0 2562 383452 383452 422832 32206 0 386014 -313521 53524 0 49578 79220 79220 2519281 2285292 3056049 50300 50300 51360 2619159 2414812 3186629 0 0 X 454643 454643 0 0 2164516 1960169 2619159 2414812 2619159 2414812 2619159 -313521 109174 2414812 0 2414812 PURCHASED PUBLICLY TRADED SECURITIES 2023-12-31 2024-12-31 1 1 0 0 DONATED PUBICLY TRADED SECURITIES 2023-12-31 2024-12-31 111451 147995 -36544 -36544 CAPITAL GAINS DIVIDENDS P 9402 9402 9402 -27142 744 0 744 0 744 2480 0 0 0 2480 0 1736 1736 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A CLAUDIA M HOWER 3306666514 3453 W BATH RD AKRON OH 44333 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLAUDIA MENDAT HOWER 3453 WEST BATH ROAD AKRON OH 44333 PRESIDENT AND TREASURER 1.00 0 0 0 TIMOTHY HOWER 3453 WEST BATH ROAD AKRON OH 44333 VICE PRESIDENT 1.00 0 0 0 WALTER HOWER 3453 WEST BATH ROAD AKRON OH 44333 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3263797 68044 0 3331841 0 0 3331841 49978 3281863 164093 164093 744 744 163349 0 163349 0 163349 386014 0 386014 163349 0 0 50758 647107 109498 64219 423254 1294836 386014 0 0 0 163349 222665 0 0 1517501 0 0 0 0 0 0 50758 1466743 647107 109498 64219 423254 222665 CLAUDIA M HOWER 3453 WEST BATH ROAD AKRON OH 44333 3306666514 NO SPECIFIC FORM NO DEADLINES NO RESTRICTIONS AKRON-CANTON REGIONAL FOODBANK 350 OPPORTUNITY PARKWAY AKRON OH 44307 N/A PC GENERAL OPERATING SUPPORT 2500 AMERICAN KIDNEY FUND 11921 ROCKVILLE PIKE STE 300 ROCKVILLE MD 20852 N/A PC GENERAL OPERATING SUPPORT 2500 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 N/A PC GENERAL OPERATING SUPPORT 10000 BATH TOWNSHIP HISTORICAL SOCIETY PO BOX 1 BATH OH 44210 N/A PC GENERAL OPERATING SUPPORT 100 CLEVELAND CLINIC PHILANTHROPY INSTITUTE 9500 EUCLID AVENUE-DV CLEVELAND OH 44195 N/A PC GENERAL OPERATING SUPPORT 5000 CLEVELAND METRO PARKS 9701 BROOKPARK RD CLEVELAND OH 44129 N/A PC GENERAL OPERATING SUPPORT 5000 CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK 1403 W HINES HILL ROAD PENINSULA OH 44264 N/A PC GENERAL OPERATING SUPPORT 5000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC GENERAL OPERATING SUPPORT 5500 ENVIRONMENTAL DEFENSE FEND PO BOX 98051 WASHINGTON DC 200908051 N/A PC GENERAL OPERATING SUPPORT 5000 FEEDING AMERICA 161 N CLARK STREET SUITE 700 CHICAGO IL 60601 N/A PC GENERAL OPERATING SUPPORT 5000 FULFILL 3300 NJ 66 NEPTUNE NJ 07753 N/A PC GENERAL OPERATING SUPPORT 5000 GOOD SAMARITAN HUNGER CENTER 420 S HAWKINS AVENUE AKRON OH 44320 N/A PC GENERAL OPERATING SUPPORT 1000 GREATER CLEVELAND FOOD BANK 15500 SOUTH WATERLOO RD CLEVELAND OH 44110 N/A PC GENERAL OPERATING SUPPORT 3000 HABITAT FOR HUMANITY 2301 ROMIG ROAD AKRON OH 44320 N/A PC GENERAL OPERATING SUPPORT 5000 HAVEN OF REST 175 E MARKET STREET AKRON OH 44308 N/A PC GENERAL OPERATING SUPPORT 1000 HOSPICE OF THE WESTERN RESERVE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 N/A PC GENERAL OPERATING SUPPORT 5000 IDEASTREAM 1375 EUCLID AVENUE CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 250227 NATIONAL PARKS FOUNDATION 1500 K STREET SUITE 700 NW WASHINGTON DC 20005 N/A PC GENERAL OPERATING SUPPORT 10000 ONE OF A KIND PET RESCUE 1929 W MARKET STREET AKRON OH 44313 N/A PC GENERAL OPERATING SUPPORT 1500 PLANNED PARENTHOOD 206 EAST STATE STREET COLUMBUS OH 43215 N/A PC GENERAL OPERATING SUPPORT 1500 PORTHOUSE THEATRE 3143 ONEIL RD CUYAHOGA FALLS OH 44223 N/A PC GENERAL OPERATING SUPPORT 1500 RAILS TO TRAILS 2445 M STREET NW SUITE 650 WASHINGTON DC 20037 N/A PC GENERAL OPERATING SUPPORT 125 SALVATION ARMY 190 S MAPLE STREET AKRON OH 44302 N/A PC GENERAL OPERATING SUPPORT 5000 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 N/A PC GENERAL OPERATING SUPPORT 5000 SUMMIT METRO PARKS FOUNDATION 975 TREATY LINE ROAD AKRON OH 44313 N/A PC GENERAL OPERATING SUPPORT 5000 THE CLEVELAND ORCHESTRA 11001 EUCLID AVE CLEVELAND OH 44106 N/A PC GENERAL OPERATING SUPPORT 5000 THE UNIVERSITY OF AKRON FOUNDATION 302 BUCHTEL COMMON AKRON OH 44325 N/A PC SCHOLARSHIP AND GENERAL OPERATING SUPPORT 7500 THE UNIVERSITY OF AKRON HOWER HOUSE 302 E BUCHTEL AVE AKRON OH 44325 N/A PC GENERAL OPERATING SUPPORT 3000 UNIVERSITY HOSPITALS 11100 EUCLID AVENUE CLEVELAND OH 44106 N/A PC HEALTH 6000 WKSU FM 1613 E SUMMIT STREET KENT OH 44240 N/A PC GENERAL OPERATING SUPPORT 10000 WORLD CENTRAL KITCHEN 1875 CONNECTICUT AVENUE NW 10TH FLOOR WASHINGTON DC 20009 N/A PC GENERAL OPERATING SUPPORT 6500 383452 0 14 6129 14 79601 18 22139 0 107869 0 107869 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4725 2363 0 2362 BANK OF AMERICA CORP - 2,000 SHARES 50300 51360 ABBVIE INC SHS - 1,000 SHARES 151740 177700 AIR PRODUCTS & CHEM - 126.9797 SHARES 37445 36829 AMGEN INC COM - 400 SHARES 114120 104256 ARES CAPITAL CORP - 2,000 SHARES 38680 43780 CARRIER GLOBAL CORP REG - 725 SHARES 27735 49489 CHEVRON CORP - 850 SHARES 158568 123114 CLEVELAND-CLIFFS INC NEW - 661.4086 SHARES 17934 6217 COCA COLA COM - 575.5594 SHARES 28851 35834 CSX CORP - 1,250 SHARES 9467 40338 EATON CORP PLC - 494.6627 SHARES 40144 164164 EXXON MOBIL CORP COM - 900 SHARES 102033 96813 GABELLI DIV & INC TR - 3,000.8698 SHARES 56150 72471 GE AEROSPACE - 548 SHARES 20734 91401 GE VERNOVA LLC - 137 SHARES 13591 45063 INVESCO QQQ TR SER 1 - 250 SHARES 71360 127808 J HANCOCK TX-ADV DIV INC - 8,500 SHARES 171730 187170 JOHNSON AND JOHNSON COM - 1,133.7185 SHARES 177182 163958 JPMORGAN CHASE & CO - 760 SHARES 101772 182180 LOCKHEED MARTIN CORP - 400 SHARES 184816 194376 LOWE'S COMPANIES INC - 800 SHARES 163728 197440 MICROSOFT CORP - 1,475 SHARES 356286 621713 OTIS WORLDWIDE CORP REG - 362 SHARES 25665 33525 PAYCHEX INC - 365.4708 SHARES 44281 51246 PFIZER INC - 1,000 SHARES 49240 26530 PIMCO CORPORATE & INCOME - 468.9267 SHARES 6658 6738 RTX CORP - 625 SHARES 51710 72324 T ROWE PRICE BLUE CHIP - 556.059 SHARES 63672 103572 OHIO CHARITABLE REGISTRATION FEES 200 0 0 200 BASIS OF DONATED STOCK 109174 INVESTMENT MANAGEMENT FEES 29842 29842 0 0 FOREIGN TAXES PAID 1 1 0 0 EXCISE TAXES PAID 4612 0 0 0