2026-09-03T14:37:28-05:00 2025-12-31 311488076 HOBE & LUCAS CPAS 6000 FREEDOM SQUARE DRIVE 550 INDEPENDENCE OH 44131 990PF 2025-01-01 463585944 THE CONWAY FAMILY FOUNDATION C/O HOBE & LUCAS CPAS CONW 2165248900 6000 FREEDOM SQUARE DRIVE 550 INDEPENDENCE OH 44131 DANIEL J CONWAY PRESIDENT 2165248900 2026-08-24 1 MELISSA J LOVE P01235395 2165248900 2026-08-24 2025 X 494812 X 0 X 17741 17741 811 327391 811 26000 0 26000 44552 18552 26000 0 0 0 0 2625 0 2625 0 155 155 0 0 200 0 200 0 2980 155 2825 0 15500 15500 18480 155 2825 15500 26072 18397 23175 14457 21132 21132 5000 0 5000 5000 5000 631869 468680 468680 651326 494812 494812 26000 26000 0 X 85815 -70771 0 0 539511 565583 625326 494812 651326 494812 625326 26072 0 651398 156586 494812 BLACKROCK CORE BOND PORTFOLIO P 2025-03-04 2025-08-26 69266 68850 416 416 FEDERATED TOTAL RETURN BOND P 2025-03-04 2025-08-26 21539 21516 23 23 INVESCO TAXABLE MUNICIPAL BOND P 2024-06-17 2025-03-04 50309 49776 533 533 PRUDENTIAL TOTAL RETURN BOND P 2025-03-04 2025-08-26 21516 21449 67 67 PAYDEN LOW DURATION FUND P 2020-10-08 2025-03-04 96206 99932 -3726 -3726 VANGUARD TOTAL BOND MARKET P 2022-11-04 2025-03-04 68555 65057 3498 3498 811 256 0 256 0 256 576 0 0 0 576 0 320 320 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 1 0 0 1 N/A WILLIAM F WILDENHEIM 2165248900 6000 FREEDOM SQUARE DRIVE SUITE 550 INDEPENDENCE OH 44131 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL J CONWAY 1520 GREENLEAF CIRCLE WESTLAKE OH 44145 DIRECTOR/PRESIDENT 1.00 0 0 0 WILLIAM F WILDENHEIM 6000 FREEDOM SQUARE DRIVE SUITE 550 INDEPENDENCE OH 44131 DIRECTOR/TREASURER 1.00 0 0 0 PETER A IGEL 950 MAIN AVE SUITE 1100 CLEVELAND OH 44113 DIRECTOR/SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 489056 13760 0 502816 0 0 502816 7542 495274 24764 24764 256 256 24508 0 24508 0 24508 15500 0 15500 24508 0 0 153653 52657 52935 25226 284471 15500 0 0 0 15500 0 9008 9008 275463 0 0 0 0 0 0 144645 130818 52657 52935 25226 DANIEL J CONWAY X RE-SOURCE CLEVELAND 2054 W 47TH ST CLEVELAND OH 44102 N/A PC TO FURTHER THE CHARITABLE MISSION OF THE RECIPIENT 5000 ST MALACHI PARISH 2459 WASHINGTON AVENUE CLEVELAND OH 44113 N/A PC TO FURTHER THE CHARITABLE MISSION OF THE RECIPIENT 5000 URBAN COMMUNITY SCHOOL 4909 LORAIN AVENUE CLEVELAND OH 44102 N/A PC TO FURTHER THE CHARITABLE MISSION OF THE RECIPIENT 5500 15500 0 14 17741 14 811 UNFUNDED GRANTS 26000 0 44552 0 44552 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2625 0 2625 0 INVESTMENTS FMV 468680 468680 UNREALIZED LOSS 156586 ANNUAL REPORT FEE 200 0 200 0 UNFUNDED GRANTS 26000 26000 THE CONWAY FAMILY GRANTOR CHARITABLE LEAD ANNUITY TRUST DANIEL CONWAY 1520 GREENLEAF CIRCLE WESTLAKE OH 44145 FOREIGN TAXES 155 155 0 0