2025-08-12T08:57:39-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990PF 2024-01-01 832754692 THE OHIO MACHINERY EDUCATION AND OPPORTUNITY FOUNDATION OHIO 4408387354 3993 EAST ROYALTON ROAD BROADVIEW HEIGHTS OH 44147 KENNETH E TAYLOR PRESIDENT/TREASURER 4408387354 2025-07-07 1 1 DORI J EGGETT P00645252 3037409400 2025-07-07 2024 2025-03-06 01:10:19Z X 6516186 X X 143 143 173650 173650 40304 1409653 40304 214097 214097 0 0 0 0 0 3091 0 0 3091 8700 4350 0 4350 29255 29255 0 0 6768 1768 0 0 47814 35373 0 7441 233948 233948 281762 35373 0 241389 -67665 178724 0 35360 65347 65347 2645563 2583875 4097587 2543417 2507452 2353252 5224340 5156674 6516186 1395 1394 1395 1394 X 0 0 0 0 5222945 5155280 5222945 5155280 5224340 5156674 5222945 -67665 0 5155280 0 5155280 LONG TERM PUBLICLY TRADED SECURITIES P 1322558 1369349 -46791 -46791 CAPITAL GAINS DIVIDENDS P 87095 87095 87095 40304 2484 0 2484 0 2484 4026 0 2000 0 6026 0 3542 3542 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A KENNETH E TAYLOR 4408387354 3993 EAST ROYALTON ROAD BROADVIEW HEIGHTS OH 44147 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH E TAYLOR 3993 EAST ROYALTON ROAD BROADVIEW HEIGHTS OH 44147 PRESIDENT/TREASURER 0.50 0 0 0 MARTHA E M TAYLOR 3993 EAST ROYALTON ROAD BROADVIEW HEIGHTS OH 44147 SECRETARY 0.10 0 0 0 IAN G TAYLOR 3993 EAST ROYALTON ROAD BROADVIEW HEIGHTS OH 44147 DIRECTOR 0.10 0 0 0 GILLIAN C TAYLOR 3993 EAST ROYALTON ROAD BROADVIEW HEIGHTS OH 44147 DIRECTOR 0.10 0 0 0 GORDON T TAYLOR 3993 EAST ROYALTON ROAD BROADVIEW HEIGHTS OH 44147 DIRECTOR 0.10 0 0 0 STUART A TAYLOR 3993 EAST ROYALTON ROAD BROADVIEW HEIGHTS OH 44147 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 6382080 44517 0 6426597 0 0 6426597 96399 6330198 316510 316510 2484 2484 314026 0 314026 0 314026 241389 0 241389 314026 0 0 33877 33877 241389 0 0 0 241389 0 33877 33877 0 0 0 0 0 38760 0 0 0 X COLLEGE NOW GREATER CLEVELAND 1500 WEST 3RD STREET SUITE 125 CLEVELAND OH 44113 PC TO ASSIST INDIVIDUALS TO AND THROUGH POSTSECONDARY EDUCATION 194848 THE OHIO FOUNDATION OF INDEPENDENT COLLEGE PO BOX 631454 CINCINNATI OH 45263 PC TO ASSIST INDIVIDUALS TO AND THROUGH POSTSECONDARY EDUCATION 6600 JUNIOR ACHIEVEMENT OF GREATER CLEVELAND 1422 EUCLID AVENUE SUITE 952 CLEVELAND OH 44115 PC TO ASSIST INDIVIDUALS TO AND THROUGH POSTSECONDARY EDUCATION 2500 CUYAHOGA COMMUNITY COLLEGE & TRI-C FOUNDATION 700 CARNEGIE AVENUE CLEVELAND OH 44115 PC TO ASSIST INDIVIDUALS TO AND THROUGH POSTSECONDARY EDUCATION 10000 THE OHIO STATE UNIVERSITY 281 W LANE AVE COLUMBUS OH 43210 PC TO ASSIST INDIVIDUALS TO AND THROUGH POSTSECONDARY EDUCATION 5000 OHIO UNIVERSITY 1 OHIO UNIVERSITY DRIVE ATHENS ATHENS OH 45701 PC TO ASSIST INDIVIDUALS TO AND THROUGH POSTSECONDARY EDUCATION 5000 UNIVERSITY OF CINCINNATI 2600 CLIFTON AVE CINCINNATI OH 45220 PC TO ASSIST INDIVIDUALS TO AND THROUGH POSTSECONDARY EDUCATION 10000 233948 0 14 143 14 173650 18 40304 0 214097 0 214097 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREPARATION 8700 4350 0 4350 FEDERATED HERMES TOTAL RETURN BOND FUND CLASS R6 SHARES 1414799 1290364 JPMORGAN CORE PLUS BOND I 794826 792402 PIMCO INCOME FUND INSTITUTIONAL FUND 297827 270486 MACQUARIE SMALL CAP VALUE INSTL 273601 383340 HARTFORD INTERNATIONAL VALUE Y 262953 245760 T. ROWE PRICE INSTITUTIONAL MID-CAP EQU 202734 209144 VANGUARD DEVELOPED MARKETS IDX ADMIRAL 211706 242355 VANGUARD EXTENDED MARKET INDEX FUND ADMIRAL SHARES 166774 272683 VANGUARD 500 INDEX FUND ADMIRAL SHARES 1281302 2502009 WCM FOCUSED INTERNATIONAL GROWTH FUND 184805 242296 LEGAL EXPENSES 3091 0 0 3091 INVESTMENT FUND PAYABLE 1395 1394 INVESTMENT MANAGEMENT FEES 29255 29255 0 0 FOREIGN TAXES PAID 1768 1768 0 0 EXCESS TAX 5000 0 0 0