2025-02-10T16:19:14-06:00 2023-12-31 363168081 SIKICH LLC 4020 KINROSS LAKES PARKWAY SUITE 300 RICHFIELD OH 44286 990PF 2023-01-01 341543993 JULIEN L MCCALL FAMILY FOUNDATION C/O JOSEPH V DEGRANDIS JULI 8636764135 30195 CHAGRIN BLVD 104W PEPPER PIKE OH 44124 JULIEN L MCCALL PRESIDENT 8636764135 2025-02-04 1 1 KURT N WALCUTT P00650229 3308646661 2025-02-04 2023 2025-03-06 01:10:19Z X 1429108 X X 5960 5960 22642 22642 13371 115101 4738 1504 1504 43477 33340 0 0 0 5000 0 5000 5324 0 5324 293 0 293 668 0 668 11285 0 11285 22220 22220 33505 0 33505 9972 33340 121431 72143 72143 430372 488685 1356965 551803 560828 1429108 0 0 X 734130 734130 0 0 -182327 -173302 551803 560828 551803 560828 551803 9972 0 561775 947 560828 CAPITAL GAINS DIVIDENDS P 4738 4738 4738 4738 463 0 463 0 463 602 0 0 0 602 0 139 139 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A JOSEPH V DEGRANDIS 2164641555 30195 CHAGRIN BLVD PEPPER PIKE OH 44124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIEN L MCCALL JR 3431 HARBOR BEACH DRIVE LAKE WALES FL 33859 PRESIDENT 1.00 0 0 0 JOSEPH V DEGRANDIS 30195 CHAGRIN BLVD PEPPER PIKE OH 44124 TREASURER 1.00 0 0 0 CHARLES B MOVUS 4813 BARROW STREET NEW YORK NY 10014 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1218946 119442 0 1338388 0 0 1338388 20076 1318312 65916 65916 463 463 65453 0 65453 0 65453 33505 0 33505 65453 0 0 587453 72841 660294 33505 0 0 0 33505 0 31948 31948 628346 0 0 0 0 0 0 555505 72841 72841 JULIEN L MCCALL JR JOSEPH V DEGRANDIS CHARLES B MOVUS X ALL SAINTS WACCAMAW CHURCH 3560 KINGS RIVER ROAD PAWLEYS ISLAND GA 29585 NONE PUBLIC CHARITY CHARITABLE 3120 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PUBLIC CHARITY CHARITABLE 100 AMERICAN LEGION 700 N PENNSYLVANIA ST INDIANAPOLIS IN 46206 NONE PUBLIC CHARITY CHARITABLE 200 BOK TOWER GARDENS 1151 TOWER BLVD LAKE WALES FL 33853 NONE PUBLIC CHARITY CHARITABLE 1000 BROOK GREEN GARDENS 1931 BROOKGREEN DRIVE MURRELLS INLET SC 29576 NONE PUBLIC CHARITY CHARITABLE 1000 CENTER FOR GREAT APES PO BOX 488 WALTHAM FL 33873 NONE PUBLIC CHARITY CHARITABLECHARITABLE 1000 CHURCH OF THE GOOD SHEPARD 23599 CEDAR ROAD BEACHWOOD OH 44122 NONE PUBLIC CHARITY CHARITABLE 4000 CURE ALZHEIMERS FUND 880 WINTER ST STE 300 WALTHAM MA 02451 NONE PUBLIC CHARITY CHARITABLE 1000 FLORIDA SHERIFFS ASSN 2617 MAHAN DR TALLAHASSEE FL 32308 NONE PUBLIC CHARITY CHARITABLE 100 HUMANE SOCIETY OF POLK CTY 3195 DUNDEE RD WINTER HAVEN FL 33884 NONE PUBLIC CHARITY CHARITABLE 500 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE ST NEW ORLEANS LA 70130 NONE PUBLIC CHARITY CHARITABLE 1000 POLK STATE COLLEGE FND 999 AVE H NE WINTER HAVEN FL 33881 NONE PUBLIC CHARITY CHARITABLE 1200 RIPON COLLEGE PO BOX 248 RIPON WI 54971 NONE PUBLIC CHARITY CHARITABLE 1000 SHRINERS HOSPITAL 2900 NORTH ROCKY POINT DR TAMPA FL 33907 NONE PUBLIC CHARITY CHARITABLE 500 ST JUDES CHILDREN'S RESEARCH HOSPITAL 32121 WOODWARD AVE ROYAL OAK MI 48073 NONE PUBLIC CHARITY CHARITABLE 500 TAFT SCHOOL 110 WOODBURY ROAD WALTHAM CT 06795 NONE PUBLIC CHARITY CHARITABLE 3000 POLK COUNTY POLICE CHIEFS CHARITABLE FOUNDATION PO BOX 345 WINTER HAVEN FL 33882 NONE PUBLIC CHARITY CHARITABLE 600 POLK SHERIFFS CHARITIES INC 1891 JIM KEENE BLVD WINTER HAVEN FL 33880 NONE PUBLIC CHARITY CHARITABLE 1000 AMERICAN RED CROSS 120 W WASHINGTON STREET MEDINA OH 44256 NONE PUBLIC CHARITY CHARITABLE 100 LAKE ERIE COUNTYBOY SCOUTS OF AMERICA 2241 WOODLAND AVE CLEVELAND OH 44115 NONE PUBLIC CHARITY CHARITABLE 100 DUCKS UNLIMITED 6381 RIDGE ROAD WADSWORTH OH 44281 NONE PUBLIC CHARITY CHARITABLE 250 ALL 4 PAWS PO BOX 122 CHESTER SPRINGS PA 19425 NONE PUBLIC CHARITY CHARITABLE 500 SPECIAL OLYMPICS FLORIDA 1915 DON WICKHAM DRIVE CLERMONT FL 34711 NONE PUBLIC CHARITY CHARITABLE 100 WOUNDED WARRIOR PROJECT 600 RIVER AVE STE 400 PITTSBURGH PA 32256 NONE PUBLIC CHARITY CHARITABLE 100 LAKE WALES CHARTER SCHOOLS 130 E CENTRAL AVE LAKE WALES FL 33853 NONE PUBLIC CHARITY CHARITABLE 250 22220 0 5960 14 22642 18 8633 4738 1504 0 8633 34844 43477 3 CHARITABLE ACTIVITIES 4 CHARITABLE ACTIVITIES 8 CHARITABLE ACTIVITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5000 0 5000 26.858 SH LAZARD GLOBAL 2022-12 PURCHASED 2023-12 414 385 COST 0 29 60.868 SH LAZARD GLOBAL 2022-12 PURCHASED 2023-12 939 871 COST 0 68 700 SH PROGRESSIVE CORP 2023-03 PURCHASED 2023-04 1071 77 COST 0 994 1105.74 SH LAZARD GLOBAL 2013-04 PURCHASED 2023-12 17050 13059 COST 0 3991 16842.211 SH TROWE PRICE 2016-08 PURCHASED 2023-12 76632 79979 COST 0 -3347 175 SH RTX CORP 2011-11 PURCHASED 2023-12 14257 7359 COST 0 6898 3400 PROGRESSIVE CORPORATION 2057 541552 520 CITIGROUP INC 5291 26749 175 SCHLUMBERGER CO 9783 9107 125 SAP AGADR 9885 19324 125 FEDEX CORP 11105 31621 245 ABBVIE INC 5694 37968 6539 GOLDMAN SACHS 79974 97248 2697 AQR MANAGED FUTURES 27500 22116 3025 EATON VANCE GLOBAL 26481 24870 100 VAREX IMAGING 1094 2050 175 CARRIER GLOBAL CORP 2206 10054 87 OTIS WORLDWIDE CORP 3288 7784 88 GOLDMAN SACHS 10215 33948 1263 DODGE & COX INC FND 15417 15942 747 DODGE & COX INTL 26843 36757 175 JP MORGAN CHASE 6126 29768 113 BAXTER INTL 3309 4368 163 JOHNSON & JOHNSON 10010 25549 32 LOCKHEED MARTIN 2976 14504 652 CISCO SYSTEMS 9614 32939 575 ORACLE CORP 7872 60622 500 NEXTERA ENERGY 6627 30370 890 ISHARES RUSSELL MID CAP 47993 69180 210 ISHARES RUSSELL 2000 30212 42149 840 VANGUARD FTSE 33573 40236 299 HARDING LOEVNER 16040 12241 8980 VANGUARD INTM INVESTMENT 77500 77949 COST BASIS ADJUSTMENTS 947 OHIO STATE FILING FEE 600 0 600 BANK FEES 68 0 68 INVESTMENT & CUSTODY FEES 5324 0 5324 FOREIGN TAX 293 0 293