2025-10-17T06:59:54-05:00 2024-12-31 611495162 MAI CAPITAL MANAGEMENT LLC 6050 OAK TREE BLVD SUITE 500 INDEPENDENCE OH 44131 990PF 2024-01-01 474768024 HART FAMILY FOUNDATION HART 2169204800 6050 OAK TREE BLVD SUITE 500 INDEPENDENCE OH 44131 PATTI S HART PRESIDENT 2169204800 2025-10-16 1 0 KATHLEEN A BUCHS P01486169 2169204800 2024 2025-03-06 01:10:19Z X 2446483 X 618658 190 190 12192 12192 76832 686907 76832 1320 0 0 709192 89214 0 0 0 0 0 278 0 0 0 90 0 0 0 404 404 0 0 27 0 0 0 5283 0 0 0 50731 50635 0 0 56813 51039 0 0 208019 208019 264832 51039 0 208019 444360 38175 0 44977 169349 169349 4730 0 0 4730 4730 1179724 1225069 1242538 603830 891369 1029866 1828531 2290517 2446483 770 18396 770 18396 X 0 0 0 0 1827761 2272121 1827761 2272121 1828531 2290517 1827761 444360 0 2272121 0 2272121 BERNSTEIN #8871 2021-02-17 2024-12-31 653135 610075 43060 43060 LEGACY VENTURE XI P 2024-01-01 2024-12-31 1 1 1 LEGACY VENTURE XI P 2023-01-01 2024-12-31 818 818 818 LEGACY VENTURE X P 2024-01-01 2024-12-31 436 436 436 LEGACY VENTURE X P 2023-01-01 2024-12-31 2757 2757 2757 CAPITAL GAINS DIVIDENDS P 29760 29760 29760 76832 437 531 0 531 0 531 1419 0 600 0 2019 0 1488 1488 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A MAI CAPITAL MANAGEMENT 2169204800 6050 OAK TREE BLVD SUITE 500 INDEPENDENCE OH 44131 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATTI S HART 515 SPENCER WAY INCLINE VILLAGE NV 89451 PRESIDENT 2.00 0 0 0 MILLEDGE HART 515 SPENCER WAY INCLINE VILLAGE NV 89451 TREASURER 2.00 0 0 0 DUSTIN HART 515 SPENCER WAY INCLINE VILLAGE NV 89451 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 1053661 60510 0 1114171 0 0 1114171 16713 1097458 54873 54873 531 531 54342 0 54342 0 54342 208019 0 208019 54342 0 0 69904 66072 62830 40584 128541 367931 208019 0 0 0 54342 153677 0 0 521608 0 0 0 0 0 0 69904 451704 66072 62830 40584 128541 153677 X EISENHOWER MEDICAL CENTER 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE GENERAL SUPPORT 50000 GOLDEN GATE AREA COUNCIL 6601 OWENS DR STE 100 PLEASONTON CA 95488 NONE GENERAL SUPPORT 29037 MCCALLUM THEATRE 73000 FRED WARING DRIVE PALM DESERT CA 92260 NONE GENERAL SUPPORT 10000 ROYAL ALBERT HALL KENINGTON GORE SOUTH KENSINGTON LONDON UK SW7 2AP NONE GENERAL SUPPORT 651 SAN FRANCISCO AIDS FOUNDATION 1035 MARKET STREET 400 SAN FRANCISCO CA 94103 NONE GENERAL SUPPORT 1134 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 NONE GENERAL SUPPORT 7000 SOLES4SOULS 319 MARTINGALE DRIVE OLD HICKORY TN 37138 NONE GENERAL SUPPORT 51091 THE SF PLAYHOUSE 450 POST ST SAN FRANCISCO CA 94102 NONE GENERAL SUPPORT 30000 TROOP 415 10738 HAYVENHURST AVE GRANADA HILLS CA 91344 NONE GENERAL SUPPORT 2500 DUKE PO BOX 90600 DURHAM NC 27708 NONE GENERAL SUPPORT 500 JINGLE JAM FOURTH FLOOR KING WILLIAM HOUSE BRISTOL UK BS1 4NT NONE GENERAL SUPPORT 320 PARKINSONS FOUNDATION 1359 BROADWAY STE 1509 NEW YORK NY 10018 NONE GENERAL SUPPORT 250 ROYAL OPERA HOUSE LONDON BOW ST LONDON UK SW7 2AP NONE GENERAL SUPPORT 296 SYDNEY OPERA HOUSE BENNELONG POINT SYDNEY AS NSW 2000 NONE GENERAL SUPPORT 74 TATE GALLERY LONDON MILLBANK LONDON UK SW1P4RG NONE GENERAL SUPPORT 161 US SOCCER FEDERATION 1801 S PRAIRIE AVENUE CHICAGO IL 60616 NONE GENERAL SUPPORT 24579 TROOP 14 2515 FILMORE STREET SAN FRANCISCO CA 94115 NONE GENERAL SUPPORT 250 WIGMORE HALL 36 WIGMORE ST LONDON UK W1U 2BP NONE GENERAL SUPPORT 177 208020 0 14 190 14 12192 14 1320 18 76832 0 90534 0 90534 0 0 0 0 0 0 0 0 0 0 X X 1 MILLEDGE AND PATTI HART CHARITABLE 6050 OAK TREE BLVD STE 500 INDEPENDENCE OH 44131 618658 X ACCOUNTING FEES 90 0 0 0 BERNSTEIN #8871 1225069 1242538 LEGACY VENTURE X AT COST 664137 791709 LEGACY VENTURE XI AT COST 227232 238157 LEGAL FEES 278 0 0 0 TAXES AND SECRETARY OF STATE/FEES 25 0 0 0 INVESTMENT ADVISOR FEES 8135 8135 0 0 BANK FEES 51 0 0 0 OTHER DEDUCTIONS 42520 42500 0 0 LEGACY X 1319 0 0 LEGACY XI 1 0 0 CREDIT CARD PAYABLE 770 18396 FOREIGN TAXES 27 0 0 0