2026-08-05T14:07:09-05:00 2025-12-31 311488076 HOBE & LUCAS CPAS 6000 FREEDOM SQUARE DRIVE 550 INDEPENDENCE OH 44131 990PF 2025-01-01 341844574 NACY AND ROSEMARY PANZICA FOUNDATION NACY 4407592746 6197 KENARDEN DRIVE HIGHLAND HEIGHTS OH 44143 LAURA KING TREASURER 4407592746 2026-06-22 1 LAWRENCE A DEBALTZO P00327960 2165248900 2026-06-22 2025 2025-03-06 01:10:19Z X 1840275 X X 37218 37218 63576 103228 63576 131710 131710 0 232504 232504 0 0 0 0 0 2350 0 2350 0 294 294 0 0 19619 19407 212 0 22263 19701 2562 0 80000 80000 102263 19701 2562 80000 130241 212803 0 12401 23973 23973 87681 87681 381043 1074699 1193368 1435259 1174781 1305022 1840275 0 0 X 295945 295945 0 0 878836 1009077 1174781 1305022 1174781 1305022 1174781 130241 0 1305022 0 1305022 ANCORA MICROCAP FD P 2025-12-01 79988 39652 40336 40336 FROM ALLIANCEBERNSTEIN HOLDING K-1 P 12 12 12 FROM ALLIANCEBERNSTEIN HOLDING K-1 P 142 142 142 FROM ANCORA CATALYST INSTITUTIONAL K-1 P 8832 8832 8832 CAPITAL GAINS DIVIDENDS P 14254 14254 14254 63576 2958 0 2958 0 2958 1027 0 0 0 1027 X 0 1931 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A LAURA KING 4407592746 6197 KENARDEN DRIVE HIGHLAND HTS OH 44143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY PANZICA 7984 GRAND BAY DRIVE NAPLES FL 34108 PRESIDENT 0.00 0 0 0 MARY BETH LINK 390 DIANA CT HIGHLAND HEIGHTS OH 44143 SECRETARY 0.00 0 0 0 LAURA KING 6197 KENARDEN DRIVE HIGHLAND HEIGHTS OH 44143 TREASURER 0.00 0 0 0 TIMOTHY PANZICA 235 FALLS WALK WAY CHAGRIN FALLS OH 44022 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1743629 18187 0 1761816 0 0 1761816 26427 1735389 86769 86769 2958 2958 83811 0 83811 0 83811 80000 0 80000 83811 74728 0 0 80000 74728 0 0 5272 0 0 0 0 0 0 0 0 78539 0 0 0 X LAURA KING 6197 KENARDEN DRIVE HIGHLAND HTS OH 44143 4407592746 NOT LIMITED NONE NONE CATHOLIC CHARITIES 7911 DETROIT AVE CLEVELAND OH 44102 NONE PC DONATION 12000 CORNERSTONE OF HOPE 5905 BRECKSVILLE ROAD INDEPENDENCE OH 44131 NONE PC DONATION 5000 FAMILY PROMISE OF GREATER CLEVELAND 3445 WARRENSVILLE CENTER RD CLEVELAND OH 44122 NONE PC DONATION 2500 GILMOUR ACADEMY 34001 CEDAR ROAD GATES MILLS OH 44040 NONE PC DONATION 5000 GREATER CLEVELAND FOOD BANK 15500 SOUTH WATERLOO ROAD CLEVELAND OH 44110 NONE PC DONATION 16000 HOSPICE OF THE WESTERN RESERVE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 NONE PC DONATION 15000 REGINA HEALTH CENTER 5232 BROADVIEW ROAD RICHFIELD OH 44286 NONE PC DONATION 5000 ROSE MARY CENTER 19350 EUCLID AVE EUCLID OH 44117 NONE PC DONATION 5000 SISTERS OF CHARITY HEALTH SYSTEM 2475 E 22ND STREET CLEVELAND OH 44115 NONE PC DONATION 2500 ST MARTIN DE PORRES HIGH SCHOOL 6111 LAUSCHE BLVD CLEVELAND OH 44103 NONE PC DONATION 4000 WESTSIDE CATHOLIC CENTER 3135 LORAIN AVENUE CLEVELAND OH 44113 NONE PC DONATION 3000 WOMANKIND 5400 TRANSPORTATION BLVD GARFIELD HTS OH 44125 NONE PC DONATION 5000 80000 0 14 37218 14 131710 18 63576 0 232504 0 232504 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2350 0 2350 0 THE FOUNDATION IS HEREBY ELECTING UNDER SECTION 53-4942(A)-3(D)(2) TO APPLY $1,783 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME FROM 2017, 2018 AND 2019. PFIZER INC. 18087 17430 MERCK & CO 8824 31578 BERKSHIRE HATHAWAY, INC 38860 175928 BANK OF AMERICA 13372 28050 BROADCOM INC 8538 128057 ANCORA MICROCAP FUND AT COST 27320 50671 ALLIANCEBERNSTEIN HOLDING LP AT COST 14059 46946 ANCORA/THELEN SMALL-MID CAP FUND AT COST 140395 194513 ANCORA INCOME FUND CLASS I AT COST 219962 200745 ANCORA CATALYST FUND LP AT COST 629392 684042 ISHARES CORE S&P AT COST 58923 148690 TRUST CORE MSCI EAFE ETF AT COST 32304 44730 ISHARES CORE US AGGREGATE BOND AT COST 71013 64922 FROM K-1 - ALLIANCE BERNSTEIN HOLDING LP - NONDEDUCTIBLE EXPENSE 512 512 0 0 FROM K-1 - ANCORA CATALYST FUND LP - OTHER EXPENSES 18803 18803 0 0 CHARITABLE REGISTRATION FEE 200 0 200 0 FIDELITY BANK FEES 12 0 12 0 FROM K-1 - ALLIANCE BERNSTEIN HOLDING LP - OTHER EXPENSES 92 92 0 0 FROM K-1 - ANCORA CATALYST FUND LP - NONDEDUCTIBLE EXPENSES 0 0 0 0 FROM K-1 - ALLIANCEBERNSTEIN HOLDING LP 2467 2467 FROM K-1 - ANCORA CATALYST FUND LP - OTHER INCOME 129232 129232 OTHER INCOME 11 11 FROM K-1 - ANCORA CATALYST FOREIGN TAXES PAID 198 198 0 0 NATIONAL FINANCIAL SERVICES - FOREIGN TAX PAID 82 82 0 0 FEDERAL TAXES 0 0 0 0 FROM K-1 - ALLIANCE BERNSTEIN HOLDING LP - FOREIGN TAXES PAID 14 14 0 0