2026-04-23T15:23:24-05:00 2025-12-31 331756852 COHEN & CO ADVISORY LLC OFFICES LISTED AT WWWCOHENCOCOM OH 44115 990PF 2025-01-01 341787178 THE BABCOX FAMILY FOUNDATION INC BABC 3307629785 3550 EMBASSY PARKWAY AKRON OH 44333 WILLIAM E BABCOX TRUSTEE 3306701234 2026-04-23 1 ALANE BOFFA P00012337 8002291099 2026-04-23 2025 2025-03-06 01:10:19Z X 8097085 X X 188840 188840 184701 833607 184701 373541 373541 0 0 0 2000 1000 1000 7902 7902 0 24781 796 0 200 0 200 34883 9698 1200 419250 419250 454133 9698 420450 -80592 363843 -2 -2 198604 261626 261626 4726490 4573791 6085166 1763839 1772926 1750295 6688933 6608341 8097085 0 0 X 0 0 0 0 6688933 6608341 6688933 6608341 6688933 6608341 6688933 -80592 0 6608341 0 6608341 CLEARSTEAD 3394 ST P 69355 70516 -1161 -1161 CLEARSTEAD 3394 LT P 234439 155128 79311 79311 CLEARSTEAD 3061 ST P 74988 64830 10158 10158 CLEARSTEAD 3061 LT P 404916 358432 46484 46484 CAPITAL GAINS DIVIDENDS P 49909 49909 49909 184701 5057 0 5057 0 5057 14000 0 0 0 14000 0 8943 8943 0 0 0 0 0 0 0 0 0 0 0 0 1 OH 0 0 0 0 0 1 N/A WILLIAM E BABCOX 3306701234 3550 EMBASSY PARKWAY AKRON OH 44333 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM EDWARD BABCOX 3550 EMBASSY PARKWAY AKRON OH 44333 TRUSTEE 0.00 0 0 0 SARAH BABCOX HARRITY 3550 EMBASSY PARKWAY AKRON OH 44333 TRUSTEE 0.00 0 0 0 LUCY B MORRIS 3550 EMBASSY PARKWAY AKRON OH 44333 TRUSTEE 0.00 0 0 0 TOM B BABCOX JR 3550 EMBASSY PARKWAY AKRON OH 44333 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 7487075 250987 0 7738062 0 0 7738062 116071 7621991 381100 381100 5057 5057 376043 0 376043 0 376043 420450 0 420450 376043 0 0 33568 90800 68672 193040 420450 0 0 0 376043 44407 0 0 237447 0 0 0 0 0 0 33568 203879 90800 68672 44407 X ACCESS INC 230 W MARKET ST AKRON OH 44303 NONE PC LOTUS PROGRAM: SUPPORT WOMEN AND CHILDREN EXPERIENCING HOMELESSNESS. 25000 BATTERED WOMEN'S SHELTER 974 E MARKET STREET AKRON OH 44305 NONE PC OPERATING COSTS OF PROGRAMS AND SERVICES FOR DOMESTIC VIOLENCE VICTIMS AND THEIR CHILDREN 34000 BOYS AND GIRLS CLUB OF SUMMIT COUNTY 889 JONATHON AVE AKRON OH 44306 NONE PC GENERAL OPERATING FUND 30000 BRIGHT STAR BOOKS 1357 HOME AVENUE AKRON OH 44310 NONE PC SUPPORT PROGRAM COORDINATOR'S WORK DISTRIBUTING BOOKS TO AKRON AREA CHILDREN 20000 DIRECTION HOME 1550 CORPORATE WOODS PARKWAY UNIONTOWN OH 44685 NONE PC ALZHEIMER'S RESPITE PROGRAM 15000 EMBRACING FUTURES 50 S MAIN ST STE LL 100 AKRON OH 44308 NONE PC ORTHO PROGRAM $30,000ORAL HEALTH PROGRAM $10,000 40000 FAMILY PROMISE OF SUMMIT COUNTY 111 E VORIS ST AKRON OH 44311 NONE PC SUPPORT SURVIVE TO THRIVE INITIATIVE ($20,000)SUPPORT CORE SHELTER/CASE MANAGEMENT PROGRAM ($20,000) 40000 GRACE HOUSE 846 CHINOOK AVENUE AKRON OH 44305 NONE PC TWO MATCHING CHALLENGES- ANONYMOUS FOR MATCH 40000 NAMI SUMMIT COUNTY 150 CROSS ST AKRON OH 44311 NONE PC REEDY HOUSEWARMING PROJECT 10000 OPEN M 941 PRINCETON ST AKRON OH 44311 NONE PC SERVICES TO INDIVIDUALS AND FAMILIES LIVING IN POVERTY IN AKRON AND SUMMIT COUNTY 15000 PLANNED PARENTHOOD OF GREATER OHIO 444 W EXCHANGE STREET AKRON OH 44302 NONE PC SUPPORT FOR SUMMIT COUNTY PROGRAMS 20000 SALVATION ARMY 190 S MAPLE ST AKRON OH 44302 NONE PC 2026 LEARNING ZONE PROGRAM 5000 SOUTH STREET MINISTRIES 130 W SOUTH ST AKRON OH 44311 NONE PC RICH KIDS ENRICHMENT AFTERSCHOOL PROGRAM 10000 STAN HYWET HALL & GARDENS 714 N PORTAGE PATH AKRON OH 44313 NONE PC DINING ROOM RESTORATION 30000 THE WELL 647 E MARKET ST AKRON OH 44304 NONE PC RESIDENT SERVICES PROGRAMMING 40000 VANTAGE AGING 388 S MAIN ST 325 AKRON OH 44311 NONE PC MEALS ON WHEELS-SUMMIT COUNTY 10000 VICTIM ASSISTANCE PROGRAM 150 FURNACE ST AKRON OH 44304 NONE PC 24/7 CRISIS INTERVENTION PROGRAM 25000 FRIENDS IN TENTS 445 CEDAR STREET AKRON OH 443072407 NONE PC TO ASSIST WITH GENERAL OPERATING EXPENSES FOR THE BUILDING ($4,000).TO ASSIST WITH THE PROJECT 34-HOMELESS NO MORE PROGRAM ($1,000). 5000 HUMANE SOCIETY OF SUMMIT COUNTY 752 W PORTAGE TRAIL AKRON OH 44313 NONE PC 2026 MABEL PROJECT 5000 AKRON GARDEN CLUB PO BOX 13343 FAIRLAWN OH 44334 NONE PC IN MEMORY OF SUSIE RODGERS 250 419250 0 14 188840 18 184701 0 373541 0 373541 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2000 1000 1000 OHIO DOES NOT REQUIRE A COPY OF THE FEDERAL FORM 990-PF. CLEARSTEAD CORPORATE BONDS 1772926 1750295 CLEARSTEAD CORPORATE STOCK 3394 788809 1400963 CLEARSTEAD CORPORATE STOCK 3061 3784982 4684203 OHIO FILING FEES 200 0 200 INVESTMENTS FEES 7902 7902 0 FEDERAL EXCISE TAXES 23985 0 0 FOREIGN TAXES WITHHELD 796 796 0