2026-08-07T10:56:30-05:00 2025-12-31 363168081 SIKICH LLC 4020 KINROSS LAKES PARKWAY SUITE 300 RICHFIELD OH 44286 990PF 2025-01-01 873414143 WWMR FOUNDATION WWMR 2163485805 600 SUPERIOR AVE CO JCONSOLO 210 CLEVELAND OH 44114 JEFFREY P CONSOLO SOLE DIR, PRES, SECY, TREAS 2163485805 2026-08-04 1 TODD ABEL P01822615 3308646661 2026-08-04 2025 2025-03-06 01:10:19Z X 15628456 X X 834 834 217860 227862 1216969 8092307 1216969 1435663 1445665 0 0 0 20035 18032 2003 8107 4053 4054 76040 76040 0 10500 0 0 800 1519 400 115482 99644 6457 2287500 2287500 2402982 99644 2293957 -967319 1346021 248375 146452 146452 73497 73497 13889158 12960371 15408507 14137533 13180320 15628456 0 0 X 0 0 0 0 14137533 13180320 14137533 13180320 14137533 13180320 14137533 -967319 10106 13180320 0 13180320 UBS FINANCIAL SERVICES XX XXX5 2025-12-31 1311897 1117637 194260 194260 UBS FINANCIAL SERVICES XX XXX5 2025-12-31 6292284 5457701 834583 834583 UBS FINANCIAL SERVICES XX XXX4 2024-04-26 2025-06-30 337500 300000 37500 37500 CAPITAL GAINS DIVIDENDS P 150626 150626 150626 1216969 18710 0 18710 0 18710 5608 0 28000 0 33608 143 14755 14755 0 0 0 0 0 0 0 0 0 0 0 0 1 OH 0 0 0 0 0 1 N/A JEFFREY CONSOLO 2163485805 600 SUPERIOR AVE EAST SUITE 2100 CLEVELAND OH 44114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY P CONSOLO 600 SUPERIOR AVENUE EAST SUITE 2100 CLEVELAND OH 44114 SOLE DIRECTOR, PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 15847100 555097 0 16402197 0 0 16402197 246033 16156164 807808 807808 18710 18710 789098 0 789098 0 789098 2293957 0 2293957 789098 0 0 343369 129487 1301869 1774725 2293957 0 0 0 789098 1504859 0 0 3279584 0 0 0 0 0 0 0 3279584 343369 129487 1301869 1504859 JEFFREY P CONSOLO JEFFERY P CONSOLO 600 SUPERIOR AVENUE EAST SUITE 2100 CLEVELAND OH 44114 2163485805 JCONSOLO@MCDONALDHOPKINS.COM OPEN NONE NONE ALLIANCE FOR THE GREAT LAKES 150 N MICHIGAN AVE SUITE 750 CHICAGO IL 60601 N/A PC OPERATING EXPENSES 10000 APOLLO'S FIRE 3091 MAYFIELD ROAD SUITE 217 CLEVELAND HEIGHTS OH 44118 N/A PC OPERATING EXPENSES 100000 BECK CENTER 17801 DETROIT AVE LAKEWOOD OH 44107 N/A PC OPERATIING EXPENSES 50000 BLUE WATER CHAMBER ORCHESTRA 3631 PERKINS AVENUE SUITE 4C NORTH CLEVELAND OH 44114 N/A PC OPERATING EXPENSES 10000 CLEVELAND ANIMAL PROTECTIVE LEAGUE 1729 WILLEY AVE CLEVELAND OH 44113 N/A PC OPERATING EXPENSES 7500 CLEVELAND CLASSICAL GUITAR SOCIETY 19321 S LAKE SHORE BLVD EUCLID OH 44119 N/A PC OPERATING EXPENSES 75000 CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 N/A PC OPERATING EXPENSES 1000000 CLEVELAND ORCHESTRA 11001 EUCLID AVE CLEVELAND OH 44106 N/A PC OPERATING EXPENSES 100000 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHICA NY 14850 N/A PC OPERATING EXPENSES 10000 GREATER CLEVELAND FOODBANK 15500 S WATERLOO RD CLEVELAND OH 44110 N/A PC OPERATING EXPENSES 100000 HEIGHTS ARTS 2175 LEE RD CLEVELAND HEIGHTS OH 44118 N/A PC OPERATING EXPENSES 5000 IDEASTREAM - WCLV 1375 EUCLID AVE CLEVELAND OH 44115 N/A PC OPERATING EXPENSES 7500 NATURE CENTER AT SHAKER LAKES 2600 S PARK BLVD CLEVELAND OH 44120 N/A PC OPERATING EXPENSES 5000 OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 N/A PC OPERATING EXPENSES 250000 TOLEDO MUSEUM OF ART 2445 MONROE ST TOLDEO OH 43620 N/A PC OPERATING EXPENSES 50000 WESTERN RESERVE LAND CONSERVANCY 4266 FENN RD MEDINA OH 44256 N/A PC OPERATING EXPENSES 500000 ZYGOTE PRESS 1410 E 30TH ST CLEVELAND OH 44114 N/A PC OPERATING EXPENSES 7500 2287500 0 14 834 14 217860 14 18 1216969 0 1435663 0 1435663 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8107 4053 4054 THE STATE OF OHIO NO LONGER REQUIRES A COPY OF THE FORM 990-PF TO BE FURNISHED TO THE ATTORNEY GENERAL. THE NEW STATUTE REQUIRES THAT THE ORGANIZATION FILE AN ANNUAL REPORT WITH THE ATTORNEY GENERAL STATING THAT THE FEDERAL TAX FILING REQUIREMENTS HAVE BEEN SATISFIED. UBS FINANCIAL SERVICES - XX XXX5 - ETF'S AT COST 618901 711105 UBS FINANCIAL SERVICES - MUTUAL FUNDS AT COST 1033505 1050317 UBS FINANCIAL SERVICES - XX XXX4 - ETF'S AT COST 300000 516600 UBS FINANCIAL SERVICES - FIXED INCOME MUTUAL FUNDS AT COST 2646355 2683707 UBS FINANCIAL SERVICES - COMMON STOCK AT COST 8361610 10446778 LEGAL FEES 20035 18032 2003 FOREIGN WITHHOLDING 0 1519 0 OHIO FILING FEE 400 0 400 OHIO FILING FEE - LATE FEES 400 0 0 PRIOR YEAR BOOK BASIS ADJUSTMENT 10106 ADVISOR FEES 76040 76040 0 TAX PAYMENTS 10500 0 0