2025-11-12T08:39:53-06:00 2024-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990PF 2024-01-01 341537311 SULLIVAN FAMILY FUND SULL 5316308537 400 NORTH FLAGLER DRIVE 2002 WEST PALM BEACH FL 33401 JOE SULLIVAN ADMINISTRATOR 5316308537 2025-11-07 1 1 PAUL E VALENCIC P00224941 2163630100 2024 2025-03-06 01:10:19Z X 791353 X 150385 240 240 240 21484 21484 21484 58974 58974 231083 80698 21724 0 0 0 0 828 828 0 0 11495 11495 0 0 12323 12323 0 0 398635 398635 410958 12323 0 398635 -179875 68375 21724 33882 9992 9992 9992 9992 922093 781361 781361 965967 791353 791353 4502 7502 4502 7502 X 961465 783851 0 0 0 0 961465 783851 965967 791353 961465 -179875 2261 783851 0 783851 FROM K-1: F&F, LTD. P -4808 -4808 FROM K-1: F&F, LTD. P 28122 28122 FROM K-1: F&F, LTD. P -981 -981 FROM K-1: F&F, LTD. P 5736 5736 FROM K-1: F&F, LTD. P -6374 -6374 FROM K-1: F&F, LTD. P 37279 37279 58974 -12163 950 0 950 0 950 1630 0 0 0 1630 0 680 680 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A JOSEPH D SULLIVAN 5316308537 400 NORTH FLAGLER DRIVE NO 2002 WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH D SULLIVAN 400 NORTH FLAGLER DRIVE NO 2002 WEST PALM BEACH FL 33401 TRUSTEE 5.00 0 0 0 SANDRA H SULLIVAN 400 NORTH FLAGLER DRIVE NO 2002 WEST PALM BEACH FL 33401 TRUSTEE 5.00 0 0 0 JOSEPH D SULLIVAN JR 2243 ELANDON DRIVE CLEVELAND HEIGHTS OH 44106 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 822391 58070 0 880461 0 0 880461 13207 867254 43363 43363 950 950 42413 0 42413 0 42413 398635 0 398635 42413 0 0 145625 108506 96077 186519 205676 742403 398635 0 0 0 42413 356222 0 0 1098625 0 0 0 0 0 0 145625 953000 108506 96077 186519 205676 356222 X ACHIEVE TAHOE 2680 ALPINE MEADOWS RD ALPINE MEADOWS CA 96146 NONE PC GENERAL 1525 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD 120 DENVER CO 80221 NONE PC GENERAL 100 BLUECOATS INC PO BOX 22749 BEACHWOOD OH 44122 NONE PC GENERAL 250 BQEF PO BOX 6847 ITHACA NY 14851 NONE PC GENERAL 500 BOYS HOPE GIRLS HOPE 9619 GARFIELD BLVD CLEVELAND OH 44125 NONE PC GENERAL 1000 BRANDYWINE BAROQUE 1205 ORANGE ST WILMINGTON DE 19801 NONE PC GENERAL 100 CATHOLIC COMMUNITY FOUNDATION 1404 E 9TH STREET CLEVELAND OH 44114 NONE PC GENERAL 400 CHILDREN & FAMILIES FIRST 555 JUSTISON ST WILMINGTON DE 19801 NONE PC GENERAL 800 CLEVELAND BALLET 23020 MILES ROAD CLEVELAND OH 44128 NONE PC GENERAL 1000 CLEVELAND CLINIC 8615 EUCLID AVE CLEVELAND OH 44195 NONE PC GENERAL 500 CLEVELAND KIDS BOOK BANK 13913 W PARKWAY RD CLEVELAND OH 44135 NONE PC GENERAL 100 CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 NONE PC GENERAL 2260 CLEVELAND ORCHESTRA 11001 EUCLID AVE CLEVELAND OH 44106 NONE PC GENERAL 2000 COLLEGE NOW 1500 W 3RD ST CLEVELAND OH 44113 NONE PC GENERAL 16500 COVENANT HOUSE 2959 MARTIN LUTHER KING JR BLVD DETROIT MI 48208 NONE PC GENERAL 100 DELAWARE CENTER FOR JUSTICE 100 W 10TH ST WILMINGTON DE 19801 NONE PC GENERAL 2500 DELAWARE FOOD BANK 222 LAKE DRIVE NEWARK DE 19702 NONE PC GENERAL 100 DELAWARE SHAKESPEARE FESTIVAL 4 S POPLAR ST WILMINGTON DE 19801 NONE PC GENERAL 750 DIOCESE OF PALM BEACH 9995 N MILITARY TRL PALM BEACH GARDENS FL 33410 NONE PC GENERAL 420 DOMINICAN SISTERS OF SAN RAFAEL 710 HIGHLAND AVE SAN RAFAEL CA 94901 NONE PC GENERAL 100 DONNER PARTY 12593 DONNER PASS ROAD TRUCKEE CA 96160 NONE PC GENERAL 5240 DORSET HISTORICAL SOCIETY 13 CHURCH ST DORSET VT 05251 NONE PC GENERAL 100 ESSELSTYN FOUNDATION 3 PEPPER RIDGE RD CLEVELAND OH 44124 NONE PC GENERAL 500 FIELDSTONE FARM 16497 SNYDER RD CHAGRIN FALLS OH 44023 NONE PC GENERAL 500 FRIENDS OF HILDENE 1005 HILDENE ROAD MANCHESTER VT 05254 NONE PC GENERAL 250 FRIENDS OF THE UFFIZL 205 WORTH AVE 201 PALM BEACH FL 33480 NONE PC GENERAL 500 HAIR TO STAY 2234 BEACH STREET SAN FRANCISCO CA 94123 NONE PC GENERAL 500 HARVARD BUSINESS SCHOOL HARVARD BUSINESS SCHOOL BOSTON MA 02163 NONE PC GENERAL 1000 HATHAWAY BROWN SCHOOL 19600 N PARK BLVD SHAKER HEIGHTS OH 44122 NONE PC GENERAL 2500 HOLDEN FORESTS & GARDENS 9550 SPERRY RD KIRTLAND OH 44094 NONE PC GENERAL 1500 HOBART AND WILLIAM SMITH COLLEGES 300 PULTENEY ST GENEVA NY 14456 NONE PC GENERAL 5000 HUMANE SOCIETY OF TRUCKEE TAHOE 10961 STEVENS LN TRUCKEE CA 96161 NONE PC GENERAL 1015 HUNGER NETWORK OF GREATER CLEVELAND 4415 EUCLID AVE CLEVELAND OH 44103 NONE PC GENERAL 500 JOHN CARROLL UNIVERSITY 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 NONE PC GENERAL 100 KELLER SCHOLARSHIP FUND AT COUNTRY CLUB 2229 RABER RD GREEN OH 44685 NONE PC GENERAL 200 KELLY BRUSH FOUNDATION THREE MAIN STREET 105 BURLINGTON VT 05401 NONE PC GENERAL 500 KIRTLAND HIGH SCHOOL 9150 CHILLICOTHE RD KIRTLAND OH 44094 NONE PC GENERAL 500 LAND STUDIO 2519 DETROIT AVE STE 100 CLEVELAND OH 44113 NONE PC GENERAL 250 LAKE VIEW CEMETERY FOUNDATION 12316 EUCLID AVE CLEVELAND OH 44106 NONE PC GENERAL 200 LITERACY DELAWARE 10 E 10TH ST 2ND FLOOR WILMINGTON DE 19801 NONE PC GENERAL 1040 MERCK FOREST AND FARMLAND 3270 VT-315 RUPERT VT 05768 NONE PC GENERAL 250 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE PC GENERAL 30000 MINISTRY OF CARING 115 E 14TH STREET WILMINGTON DE 19801 NONE PC GENERAL 100 THE NAVIGATORS 3820 N 30TH ST COLORADO SPRINGS CO 80904 NONE PC GENERAL 50 NORTH CAROLINA OUTWARD BOUND SCHOOL 2582 RICEVILLE RD ASHEVILLE NC 28805 NONE PC GENERAL 1000 PACEM IN TERRIS 1801 JEFFERSON ST WILMINGTON DE 19802 NONE PC GENERAL 1300 PALM BEACH CO COUNCIL OF FIRE FIGHTERS 2328 S CONGRESS AVE WEST PALM BEACH FL 33406 NONE PC GENERAL 150 PALM BEACH COUNTY POLICE BENEVOLENT ASSOCIATION 2100 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 NONE PC GENERAL 100 PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVE CLEVELAND OH 44115 NONE PC GENERAL 7500 PHILADELPHIA OUTWARD BOUND SCHOOL 3401 RESERVOIR DR PHILADELPHIA PW 19121 NONE PC GENERAL 300 PIANO CLEVELAND 20600 CHAGRIN BLVD STE 610 SHAKER HEIGHTS OH 44122 NONE PC GENERAL 500 ROCK & ROLL HALL OF FAME 1100 E 9TH ST CLEVELAND OH 44114 NONE PC GENERAL 30000 STATE COLLEGE OF FLORIDA 5840 26TH ST W BRADENTON FL 34207 NONE PC GENERAL 720 SERVIAM ACADEMY 14 HALCYON DR NEW CASTLE DE 19720 NONE PC GENERAL 500 SOUTHERN VT ARTS CENTER 860 SOUTHERN VERMONT ARTS CENTER DR MANCHESTER VT 05254 NONE PC GENERAL 250 ST ANN'S CHURCH 2175 COVENTRY RD CLEVELAND HEIGHTS OH 44118 NONE PC GENERAL 905 ST FRANCIS CHURCH 6850 MAYFIELD RD GATES MILLS OH 44040 NONE PC GENERAL 45 ST JOAN CHURCH 496 EAST WASHINGTON ST CHAGRIN FALLS OH 44022 NONE PC GENERAL 200 ST JOSEPH INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 NONE PC GENERAL 300 ST LABRE INDIAN SCHOOL 112 ST LABRE WAY CAMPUS DRIVE ASHLAND MT 59003 NONE PC GENERAL 100 TAHOE CROSS COUNTRY 925 COUNTRY CLUB DR TAHOE CITY CA 96145 NONE PC GENERAL 650 TAHOE TRUCKEE COMMUNITY FOUNDATION 11071 DONNER PASS RD TRUCKEE CA 96161 NONE PC GENERAL 34500 THE CEDARS FOUNDATION 40123 BOND STREET BOX 55 WATERFORD VA 20197 NONE PC GENERAL 100 THE CHALLENGE PROGRAM 416 MAIN STREET SUITE 102 JOHNSTOWN PA 15901 NONE PC GENERAL 250 TWO FOUNDATION 8578 E WASHINGTON ST CHAGRIN FALLS OH 44023 NONE PC GENERAL 10000 UNIVERSITY HOSPITALS 11100 EUCLID AVE CLEVELAND OH 44106 NONE PC GENERAL 3000 UNIVERSITY SCHOOL 20701 BRANTLEY RD SHAKER HEIGHTS OH 44122 NONE PC GENERAL 105000 URBAN COMMUNITY SCHOOL 4909 LORAIN AVE CLEVELAND OH 44102 NONE PC GENERAL 102115 WABUN FOUNDATION PO BOX 36 NEW CANAAN CT 06840 NONE PC GENERAL 12500 WILMINGTON FRIENDS SCHOOL 101 SCHOOL RD WILMINGTON DE 19803 NONE PC GENERAL 500 WOMENS COUNCIL OF THE CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 NONE PC GENERAL 100 YALE UNIVERSITY PO BOX 208232 NEW HAVEN CT 06520 NONE PC GENERAL 750 YELLOW HOUSE COMMUNITY 29 SEMINARY ST MIDDLEBURY VT 05753 NONE PC GENERAL 2000 398635 0 14 240 14 21484 18 58974 0 80698 0 80698 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH D SULLIVAN SR 400 NORTH FLAGLER DRIVE NO 2002 WEST PALM BEACH FL 33408 2400 X 2 JOSEPH D SULLIVAN SR 400 NORTH FLAGLER DRIVE NO 2002 WEST PALM BEACH FL 33408 102375 X 3 JOSEPH D SULLIVAN SR 400 NORTH FLAGLER DRIVE NO 2002 WEST PALM BEACH FL 33408 25752 X 4 JOSEPH D SULLIVAN SR 400 NORTH FLAGLER DRIVE NO 2002 WEST PALM BEACH FL 33408 19858 X F&F, LTD. 722688 722688 JDS CHARLES SCHWAB 27645 27645 JD JR CHARLES SCHWAB 23246 23246 HANNAH CHARLES SCHWAB 616 616 STEPHANIE CHARLES SCHWAB 7166 7166 OHIO SECRETARY OF STATE - FILING FEES 25 25 0 0 PORTFOLIO DEDUCTIONS 8430 8430 0 0 MISCELLANEOUS EXPENSE 3040 3040 0 0 UNREALIZED GAINS 2261 TAXES - FOREIGN 828 828 0 0