2025-11-15T12:31:45-06:00 2024-12-31 364267431 PEASE BELL CPAS LLC 3501 EMBASSY PKWY 200 AKRON OH 44333 990PF 2024-01-01 454057755 DAVID COURY FAMILY FOUNDATION DAVI 4402503565 11502 HARBORVIEW DRIVE CLEVELAND OH 44102 DAVID COURY COURY 4402503565 2025-11-05 1 0 FRANCES A TAYLOR CPA P01293026 2163489600 2024 2025-03-06 01:10:19Z X 1134374 X 1022257 10828 10828 789163 1165429 789163 54 54 1822302 800045 0 0 0 889 889 0 607 0 0 1496 889 0 141500 141500 142996 889 141500 1679306 799156 4624 23636 23636 95629 807091 901761 26357 209290 208977 126610 1040017 1134374 0 0 X 126610 1040017 126610 1040017 126610 1040017 126610 1679306 0 1805916 765899 1040017 PUBLICLY TRADED SECURITIES P 1165399 376266 789133 789133 CAPITAL GAINS DIVIDENDS P 30 30 30 789163 11108 0 11108 0 11108 300 0 13000 0 13300 0 2192 2192 0 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 0 0 0 1 N/A DAVID COURY 4402503565 11502 HARBORVIEW DRIVE CLEVELAND OH 44102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID COURY 11502 HARBORVIEW DRIVE CLEVELAND OH 44102 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 275994 11373 0 287367 0 0 287367 4311 283056 14153 14153 11108 11108 3045 0 3045 0 3045 141500 0 141500 3045 0 0 49110 103742 7208 121643 65532 347235 141500 0 0 0 3045 138455 0 0 485690 0 0 0 0 0 0 49110 436580 103742 7208 121643 65532 138455 DAVID COURY X LAKEWOOD CATHOLIC ACADEMY 14808 LAKE AVE LAKEWOOD OH 44107 NONE PUBLIC CHARITY DONEE'S STATED PURPOSE 7500 THE FIRST TEE OF CLEVELAND 3841 WASHINGTON PARK BOULEVARD NEWBURGH HEIGHTS OH 44105 NONE PUBLIC CHARITY DONEE'S STATED PURPOSE 4000 ST EDWARD HIGH SCHOOL 13500 DETROIT AVE LAKEWOOD OH 44107 NONE PUBLIC CHARITY DONEE'S STATED PURPOSE 25000 THE CENTERS' HOPE CAMPUS 11401 LORAIN AVE CLEVELAND OH 44111 NONE PUBLIC CHARITY DONEE'S STATED PURPOSE 100000 BOYS & GIRLS CLUB 6114 BROADWAY AVE CLEVELAND OH 44127 NONE PUBLIC CHARITY DONEE'S STATED PURPOSE 5000 141500 0 14 10828 14 54 18 789163 0 800045 0 800045 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID COURY 11502 HARBORVIEW DR CLEVELAND OH 44102 1022257 X 1 PUBICALLY TRADED STOCK 0 1 2,047 SHARES OF BROADCAM 376259 2024-11-07 1 1,228 SHARES OF MICROSOFT 522428 2024-11-07 1 830 SHARES OF NVIDIA CORP 123570 2024-11-07 UBS ULTRA SHORT INCOME FUND CLASS P 209290 208977 3M CO 9481 9294 ABBOTT LABS 12660 12442 ABBVIE INC COM 15154 13861 ACCENTURE PLC IRELAND CL A 6702 6684 ADOBE INC 5056 4447 ADVANCED MICRO DEVICES 5330 4469 ALLSTATE CORP 7848 7712 ALPHABET INC CL A 15422 16469 AMAZON.COM INC 24916 27204 AMER EXPRESS CO 18249 19588 AMERICAN TOWER CORP REIT 3882 3485 AMERIPRISE FINANCIAL INC 2920 3195 ANALOG DEVICES INC 8213 7861 APPLE INC 23179 25793 ASML HLDG NV SPON ADR 4630 4852 ASTRAZENECA PLC SPON ADR 6773 6880 AUTOMATIC DATA PROCESSING INC. 9804 9660 BANK OF NEW YORK MELLON CORP 6040 5993 BLACKROCK INC 10196 10251 BOSTON SCIENTIFIC GROUP 4319 4645 BROADCOM INC 11408 53787 CHIPOTLE MEXICAN GRILL 5137 5065 CHUBB LTD CHF 6998 7184 CME GROUP INC. 3991 4180 COCA COLA CO COM 7778 7596 CONOCOPHILIPS 5278 5058 EATON CORP 3007 2655 EMERSON ELECTRIC CO. 4860 4833 EQUITY RESIDENTIAL SBI 7620 7463 EXXON MOBIL CORP 20500 18502 FEDEX CORP 1725 1688 GOLDMAN SACHS GROUP INC 12023 12598 HOME DEPOT INC 18788 18283 INTUIT 4792 4400 INTUITIVE SURGICAL INC 5592 5742 JOHNSON & JOHNSON COM 19456 17933 JPMORGAN CHASE & CO 26418 27087 KLA CORP 2556 2520 LILLY ELI & CO 9948 10036 LINDE PLC EUR 18104 17584 LOCKHEED MARTIN CORP 7216 6317 MARSH & MCLENNAN COS INC 6078 5947 MASTERCARD INC CL A 8292 8425 MCDONALDS CORP 13821 13625 MERCK & CO INC COM 6932 6466 META PLATFORMS INC CL A 18845 19907 MICROSOFT CORP 28008 74184 MORGAN STANLEY 20551 20241 NEXTERA ENERGY INC COM 8538 8029 NORFOLK STHN CORP 9369 8215 NVIDIA CORP 7615 27664 O REILLY AUTOMOTIVE INC 3673 3557 ORALCE CORP 26808 23496 PALO ALTO NETWORKS INC 5040 4731 PARKER HANNIFIN CORP 4895 4452 PHILLIPS 66 6103 5469 PROCTER & GAMBLE 16995 17436 PROGRESSIVE CORP OHIO 5835 5511 PROLOGIS INC COM 14761 13424 REPUBLIC SERVIES INC 2503 2615 RTX CORP 12068 11456 S&P GLOBAL INC 2913 2988 SALESFORCE.COM INC 5734 6352 SEMPRA 5882 5614 SHERWIN WILLIAMS CO 5179 4759 STARBUCKS CORP 7262 6844 SYSCO CORP 6002 5887 TAIWAN SEMICONDUCTOR MFG CO 13875 14417 TEXAS INSTRUMENTS 8290 7125 THERMO FISHER SCIENTIFIC INC 3321 3121 TJX COS INC NEW 16321 17034 TRANE TECHNOLOGIES 6686 6279 TRANSDIGM GROUP INC 4098 3802 TRAVELERS COS INC 4653 4577 UNION PACIFIC CORP 11500 10946 UNITEDHEALTH GROUP INC 30918 25799 VERIZON COMMUNICATION 4036 3959 VISA INC CL A 9807 10429 WALMART INC 13804 15360 WELLS FARGO & CO NEW 10636 10957 YUM BRANDS INC 5475 5366 FMV OF SECURITES CONTRIBUTED IN EXCESS OF THEIR BASIS 765899 NONDIVIDEND DISTRIBUTIONS 54 54 54 UBS FINANCIAL SERVICES, INC. 889 889 0 FOREIGN TAXES 7 0 0 NET INVESTMENT INCOME TAX 500 0 0 ANNUAL OHIO CHARTIBLE REGISTREATION FILING FEE 100 0 0