2026-04-15T11:09:25-05:00 2025-12-31 341818258 MEADEN & MOORE LTD 1375 EAST NINTH STREET SUITE 1800 CLEVELAND OH 441141790 990PF 2025-01-01 341922347 POKORNY FAMILY FOUNDATION POKO 4403068684 5665 GRACE WOODS DR 211 WILLOUGHBY OH 44094 DONALD POKORNY TRUSTEE, PRESIDENT 4403068684 2026-04-07 1 KAREN B COONEY P00285983 2162413272 2026-04-07 2025 2025-03-06 01:10:19Z X 108586 X X 2839 2839 5370 6500 5370 8209 8209 0 0 0 2350 0 2350 1169 1169 0 111 23 0 1800 0 50 5430 1192 2400 5150 5150 10580 1192 7550 -2371 7017 425 369 369 71863 85288 85288 22337 22929 22929 94625 108586 108586 0 0 X 0 0 0 0 94625 108586 94625 108586 94625 108586 94625 -2371 16332 108586 0 108586 UBS LT TRANSACTIONS 2017-04-27 2025-03-24 6500 4112 2388 2388 CAPITAL GAINS DIVIDENDS P 2982 2982 2982 5370 98 0 98 0 98 0 0 0 0 0 0 98 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A DONALD POKORNY 4403068684 5665 GRACE WOODS DR STE 211 WILLOUGHBY OH 448391035 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD POKORNY 5665 GRACE WOODS DR STE 211 WILLOUGHBY OH 44094 TRUSTEE, PRESIDENT 2.00 0 0 0 ANN POKORNY 5665 GRACE WOODS DR STE 211 WILLOUGHBY OH 44094 TRUSTEE, VP/SECY/TREAS 0.50 0 0 0 JEFFREY POKORNY 5665 GRACE WOODS DR STE 211 WILLOUGHBY OH 44094 TRUSTEE 0.50 0 0 0 TIMOTHY POKORNY 5665 GRACE WOODS DR STE 211 WILLOUGHBY OH 44094 TRUSTEE 0.50 0 0 0 DAVID POKORNY 5665 GRACE WOODS DR STE 211 WILLOUGHBY OH 44094 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 103069 0 0 103069 0 0 103069 1546 101523 5076 5076 98 98 4978 0 4978 0 4978 7550 0 7550 4978 0 0 2858 2694 2740 3016 2641 13949 7550 0 0 0 4978 2572 0 0 16521 0 0 0 0 0 0 2858 13663 2694 2740 3016 2641 2572 DONALD POKORNY ANN POKORNY X BOYS HOPE GIRLS HOPE 9619 GARFIELD BLVD GARFIELD HTS OH 44125 PC CHARITABLE SUPPORT 2250 CLEVELAND INSTITUTE OF ART 11610 EUCLID AVENUE CLEVELAND OH 44106 PC EDUCATIONAL SUPPORT 650 ERIE COUNTY COMMUNITY FOUNDATION 135 EAST WASHINGTON ROW SANDUSKY OH 44870 PC EDUCATIONAL SUPPORT FOR SCHOLARSHIP FUND 650 OKLAHOMA STATE HALL OF FAME 313 SW 171ST STREET OKLAHOMA CITY OK 73170 PC EDUCATIONAL PROGRAMMING 1000 THE HOLDEN ARBORETUM 9500 SPERRY ROAD KIRTLAND OH 44094 PC CHARITABLE SUPPORT 600 5150 0 14 2839 18 5370 0 8209 0 8209 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2350 0 2350 AB GLOBAL BOND 692.350S 4819 4819 LORD ABBETT BOND DEBENTURE FD 1017.026S 7363 7363 PGIM ST CORP BOND 341.501S 10747 10747 BNY MELLON DYNAMIC VALUE FUND 240.203S 11818 11818 FIDELITY ADVISOR NEW INSIGHTS FUND 255.270S 12452 12452 FRANKLIN GOLD AND PRECIOUS METALS 201.615S 10321 10321 JOHN HANCOCK DISCIPLINED VALUE MID CAP 235.250S 6462 6462 MFS INTL DIVERSIFICATION 497.943S 13823 13823 NOMURA SMALL CAP CORE 129.133S 3933 3933 VANGUARD MID CAP INDEX ADM 18.381S 6605 6605 CALAMOS MARKET NEUTRAL INC FD 501.484S 7873 7873 GATEWAY FUND CLASS Y 168.489S 8595 8595 FIRST EAGLE GLOBAL FUNDS 42.049S 3406 3406 OHIO FILING FEE 50 0 50 OTHER EXPENSES 1750 0 0 UNREALIZED APPRECIATION/(DEPRECIATION) AND OTHER BASIS ADJUSTMENTS 16332 INVESTMENT MANAGEMENT FEES 1169 1169 0 NET INVESTMENT INCOME TAX PAID 88 0 0 FOREIGN TAX PAID 23 23 0