2025-11-26T07:32:28-05:00 2025-09-30 030375471 MASTERS & JORGENSEN INC 1620 NILES CORTLAND RD NE STE B WARREN OH 444841017 990PF 2024-10-01 823993806 JAMES L KOVAR EDUCATIONAL FOUNDATION JAME 3308981793 3553 PHALANX MILLS HERNER RD SOUTHINGTON OH 44070 DAVID MOTZ TREASURER 3309846090 2025-11-14 true true MICHAEL A JORGENSEN P00188771 3303992727 2025-11-14 2024 2025-03-06 01:10:19Z X 3558752 X X 82067 82067 114307 143307 114307 196374 196374 16500 1650 14850 1000 660 340 4819 2271 305 305 22624 4581 15495 110235 110235 132859 4581 125730 63515 191793 35872 32376 32376 1682 98569 98569 2159296 2141296 3361763 86005 74129 66044 2282855 2346370 3558752 0 X 2282855 2346370 2282855 2346370 2282855 2346370 2282855 63515 2346370 2346370 PUBLICLY TRADED SECURITIES P 35963 29000 6963 6963 114307 2666 2666 2666 1280 1280 1386 false false false false false false false true true OH true false false false false true N/A DAVID MOTZ 3308981793 3553 PHALANX MILLS HERNER ROAD SOUTHINGTON OH 44470 false false false false false false false false false false false false false false false false false false false false BARBARA A ECKELBERGER 3553 PHALANX MILLS HERNER ROAD SOUTHINGTON OH 44470 PRESIDENT 1.00 5500 0 0 KEVIN KOVAR 3553 PHALANX MILLS HERNER ROAD SOUTHINGTON OH 44470 DIRECTOR 1.00 5500 0 0 DAVID MOTZ 3553 PHALANX MILLS HERNER ROAD SOUTHINGTON OH 44470 TREASURER 1.00 5500 0 0 NONE NONE N/A 3293723 84250 0 3377973 3377973 50670 3327303 166365 166365 2666 2666 163699 163699 163699 125730 125730 163699 5755 66385 24408 96548 125730 125730 37969 37969 58579 0 58579 34171 24408 BARBARA ECKELBERGER 3553 PHALANX MILLS HERNER ROAD SOUTHINGTON OH 44470 3308981793 SCHOLARSHIP APPLICATION FORM APRIL 1 GRADUATE OF CHALKER HIGH SCHOOL SOUTHINGTON OHIO SHAE KEELEY 2532 PHALANX MILLS HERNER SOUTHINGTON OH 44470 NONE N/A KSU SCHOLARSHIP 12309 KAITLYN SHAFFER 4605 US RT 422 SOUTHINGTON OH 44470 NONE NA YSU SCHOLARSHIP 8882 SARAH ENSMINGER 4155 HERNER COUNTY LINE R SOUTHINGTON OH 44470 NONE NA KSU SCHOLARSHIP 4324 JORDAN KELLAR 5425 ST RT 305 SOUTHINGTON OH 44470 NONE N/A HIRAM COLLEGE SCHOLARSHIP 5912 KENDAL NEVLING 2729 BARCLAY MESSERLY RD SOUTHINGTON OH 44470 NONE N/A KENT STATE UNIVERSITY SCHOLARSHIP 13277 ELYSE PICKETT 4275 PHALANX MILLS HERNER SOUTHINGTON OH 44470 NONE N/A KENT STATE UNIVERSITY SCHOLARSHIP 5198 EMILY PROVERBS 4397 HELSEY FUSSELMAN RD SOUTHINGTON OH 44470 NONE N/A AKRON UNIVERSITY SCHOLARSHIP 7923 JULIA KRUKOWSKI 5210 HERNER COUNTY LINE R SOUTHINGTON OH 44470 NONE N/A KENT STATE UNIVERSITY SCHOLARSHIP 14101 WILLIAM PROWITT 2889 BARKCLAY MESSERLY RD SOUTHINGTON OH 44470 NONE N/A OHIO STATE UNIVERSITY SCHOLARSHIP 12394 ELIZABETH SMALLSREED 4240 ST RT 305 SOUTHINGTON OH 44470 NONE N/A SLIPPERY ROCK UNIVERSITY SCHOLARSHIP 15284 AVA WESTENFELDER 4505 HELSEY FUSSELMAN RD SOUTHINGTON OH 44470 NONE N/A HIRAM COLLEGE SCHOLARSHIP 8933 MACLAYNE WARNER 2066 BARCLAY MESSERLY RD SOUTHINGTON OH 44470 NONE N/A UNIVERSITY OF FINDLAY SCHOLARSHIP 1500 RYAN HERDMAN 4007 HERNER COUNTY LINE R SOUTHINGTON OH 44470 NONE N/A YOUNGSTOWN STATE UNIVERSITY SCHOLARS 198 110235 14 82067 18 114307 196374 196374 false false false false false false false false false false TAX PREPARATION FEES 1000 660 340 BONDS 74129 66044 MUTUAL FUND 2141296 3361763 EXPENSES OFFICE EXPENSE 105 105 STATE OF OHIO FILING FEE 200 200 FOREIGN TAX W/H ON INVESTMENTS 2271 2271 FEDERAL TAXES 2548