2024-11-07T14:49:13-06:00 2023-12-31 341341400 415 Group Inc 4300 Munson Street NW Canton OH 44718 990PF 2023-01-01 341319236 The Paul and Carol David Foundation PAUL 3304790200 4048 Dressler Rd NW 200 Canton OH 44718 Jeffrey David President President 3304790200 2024-11-07 1 1 Brian Raber CPA P01259044 3304920094 2023 2024-10-15 13:58:12Z X 74065253 X X 3523 3523 1266970 1266970 2096918 6179401 2096918 2115652 954882 5483063 4322293 194420 52205 137415 310088 105592 204495 119273 36536 71186 13573 2715 0 4850 3395 1455 9095 2729 2729 117632 38554 18681 1963 0 44132 17653 17653 6186 0 6186 1085423 1013693 63600 1906635 1273072 523400 2407871 2407871 4314506 1273072 2931271 1168557 3049221 348981 166420 166420 2173502 1900102 1900102 39252322 38819340 42910851 157517 112210 47270 45307 45307 20473402 22527936 29042573 62295477 63459105 74065253 0 0 X 0 0 0 0 62295477 63459105 62295477 63459105 62295477 63459105 62295477 1168557 0 63464034 4929 63459105 Fidelity - Capital Gains P 2023-01-01 2023-12-31 5012507 4082483 930024 930024 Capital Gains/Losses from PTP's P 2023-01-01 2023-12-31 1073536 1073536 1073536 Capital Gains Dividends P 93358 93358 93358 2096918 42384 0 42384 0 42384 46770 0 31000 0 77770 X 0 35386 35386 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 1 0 0 0 0 1 www.davidfoundation.org Walter J Stanislawski 3304790200 4048 Dressler Rd NW 200 Canton OH 44718 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Carol David 4048 Dressler Rd NW 200 Canton OH 44718 Chairperson 8.00 0 0 0 Thomas G Knoll 4048 Dressler Rd NW 200 Canton OH 44718 Trustee 2.00 0 0 0 Jeffrey David 4048 Dressler Rd NW 200 Canton OH 44718 President 35.00 170420 42466 0 Scott F Whetstone 4048 Dressler Rd NW 200 Canton OH 44718 Trustee 2.00 24000 0 0 Walt Stanislawski 4048 Dressler Rd NW 200 Canton OH 44718 Staff 40.00 247260 50235 0 Christy Melert 4048 Dressler Rd NW 200 Canton OH 44718 Staff 40.00 62828 26572 0 0 Oxford Financial Group 11711 North Meridian St Ste 600 Carmel IN 46032 Investment Fees 273226 0 Granting scholarships to qualified high school students in Stark County. 1235696 Support of local charitable organizations for development and maintenance of after-school projects and community development. 659878 Grants to local school districts and universities for operational expenses and educational programs. 321553 Grants to local non-profit health organizations to assist in research and to assist with under or uninsured population for healthcare. 138009 0 72525631 124200 0 72649831 0 0 72649831 1089747 71560084 3578004 3578004 42384 227174 269558 3308446 0 3308446 0 3308446 2931271 0 2931271 3308446 2562293 0 0 2931271 2562293 0 0 368978 0 0 0 0 0 0 0 0 2939468 0 0 0 Jeffrey David 4048 Dressler Rd NW 200 Canton OH 44718 3304790200 Applications to be requested from individual in 2(a) above. None. Scholarships to qualified high school students in Stark County, Ohio. A Community Christmas PO Box 20050 Canton OH 44701 Charitable 5000 Adaptive Sports Program of Ohio 2829 Cleveland Rd Suite B Wooster OH 44691 Community 25000 Adrian College 100 South Madison St Adrian MI 49221 Scholarships 7000 Akron-Canton Regional Food Bank 350 Opportunity Parkway Akron OH 443072234 Community 25000 Alzheimer's Association 225 N Michigan Ave Fl 17 Chicago IL 60601 Health 1000 Arthritis Foundation PO Box 96280 Washington DC 20077 Health 300 Ashland University 401 College Avenue Ashland OH 44805 Scholarships 14000 Baldwin Wallace University 275 EASTLAND RD BEREA OH 44017 Scholarships 7000 Belmont University 1900 Belmont Blvd Nashville TN 37212 Scholarships 7000 Ben Curtis Family Foundation 1675 E Main St 260 Kent OH 44240 Community 3500 Bowling Green State University 319 Administration Building Bowling Green OH 43403 Scholarships 28000 Boys & Girls Club of Massillon 730 Duncan Street SW Massillon OH 44647 Charitable 154025 Capital University One College Main St Columbus OH 43209 Scholarships 7000 Case Western Reserve University Hall Room 435 2049 Martin Luther King Jr Drive Cleveland OH 441067049 Scholarships 14000 Cedarville University 251 North Main Street Cedarville OH 45314 Scholarships 35000 Cleveland State University 2121 Euclid Avenue Cleveland OH 441152214 Scholarships 10500 Coastal Carolina University PO Box 261954 Conway SC 295286054 Scholarships 7000 College of Wooster 1189 Beall Avenue Wooster OH 44691 Scholarships 21000 Columbus College of Art & Design 107 N Ninth Street Columbus OH 43215 Scholarships 7000 CommQuest Recover Services 625 Cleveland Ave NW Canton OH 44702 Health 100000 Cuyahoga Community College PO Box 92928 Cleveland OH 441942928 Scholarships 2151 Duke University PO Box 90759 Durham NC 27708 Scholarships 7000 Fellowship of Christian Athletes 6704 Shiloh St NW Canton OH 44708 Religious 3375 Florida Institute of Technology 150 W University Blvd Melbourne FL 329016975 Scholarships 7000 Grove City College 100 Campus Drive Grove City PA 161272104 Scholarships 7000 Habitat for Humanity East Central Ohio 1400 Raff Road SW Canton OH 44710 Charitable 177000 Hiram College Hinsdale Hall 3rd Floor HIRAM OH 44234 Scholarships 14000 Howard University Student Financial Services/Cashier Washington DC 20059 Scholarships 7000 John Carroll University 20700 North Park Blvd University Hts OH 44118 Scholarships 35000 John Hopkins University 3400 N Charles St Mason Hall Baltimore MD 21218 Scholarships 4500 Kent State University PO Box 5190 Kent OH 442420001 Scholarships 203000 Knight of St Maron Fund 1555 S Merdian Rd Youngstown OH 44511 Religious 500 Legacy Project PO Box 36747 Canton OH 447356747 Charitable 70000 Liberty University PO Box 10425 Lynchburg VA 24506 Scholarships 14000 Louisiana State University 125 Thomas Boyd Hall Baton Rouge LA 70803 Scholarships 7000 Louisville Public Library 700 Lincoln Ave Louisville OH 44641 Community 60000 Loyola University Chicago 6339 N Sheridan Rd Chicago IL 60660 Scholarships 7000 Malone University 515 25th Street NW Canton OH 44709 Scholarships 46500 Margaret B Shirley Child Health Clinic 919 2nd St NE Canton OH 44704 Health 25209 Massillon Tiger Band Boosters PO Box 1063 Massillon OH 44648 Community 1500 Mercyhurst University 501 East 38th Street Erie PA 16546 Scholarships 7000 Miami University (Ohio) 301 South Campus Ave Room 107 Oxford OH 45056 Scholarships 22798 Muskingum University 260 Stadium Drive New Concord OH 43762 Scholarships 14000 National Child Safety Council 4065 Page Avenue 1368 Michigan Center MI 49254 Charitable 500 Naturescapes Design LLC 5852 East Blvd Canton OH 44718 Community 2801 Ohio & Erie Canalway Coalition 47 W Exchange St Akron OH 44308 Community 500 Ohio Northern University 525 South Main Street Ada OH 45810 Scholarships 21000 Ohio University 20 Chubb Hall Athens OH 45701 Scholarships 63000 Ohio Wesleyan University 61 South Sandusky Street Delaware OH 43015 Scholarships 7000 Olivet Nazarene University One University Avenue Bourbonnais IL 609142345 Scholarships 7000 Passthrough from Partnership K-1's Various - 4048 Dressler Rd NW 200 Canton OH 44718 Charitable 353 Pathway - Caring for Children 4895 Dressler Rd NW Canton OH 44718 Community 10000 Pensacola Christian College 250 Brent Lane Pensacola FL 32503 Scholarships 14000 Prevent Blindness Ohio Affiliate 6803 Mayfield Rd Suite 111 Cleveland OH 44124 Health 3500 Quota International of Massillon PO Box 81 Massillon OH 44648 Health 8000 Refunds - Various Scholarships 4048 Dressler Road NW 200 Canton OH 44718 Scholarships -50253 Rice's Landscapes 1651 55th St NE Canton OH 44721 Community 8659 Seton Hill University 1 Seton Hill Drive Greensburg PA 15601 Scholarships 7000 St Joseph's Church 322 Third Street SE Massillon OH 44646 Charitable 400 St Vincent de Paul Society c/o Ms Peggy Mang 214 Taggert NE Massillon OH 44646 Charitable 37000 Stark County Hunger Task Force 408 9th Street SW Canton OH 44707 Charitable 46000 Stark Education Partnership 400 Market Avenue N B Plaza Canton OH 44702 Charitable 76053 Syracuse University 200 Archbold North Syracuse NY 13244 Scholarships 7000 TCU Athletics 2900 Stadium Drive Fort Worth TX 76129 Community 75000 The Ohio State University 281 W Lane Ave Columbus OH 43210 Scholarships 203000 The Patriot Project 525 North Main Street North Canton OH 44720 Charitable 10000 The University of Akron PO Box 2260 Akron OH 44309 Scholarships 98000 The University of Toledo 2801 W Bancroft Street Toledo OH 436063390 Scholarships 24500 Tri County Jobs for Ohio's Graduates 1333 Home Avenue Akron OH 44310 Community 12000 Tuslaw Turf Projects 13746 Sousa St NW North Lawrence OH 44666 Community 150000 Union University 1050 Union University Drive Jackson TN 383053697 Scholarships 7000 University of Cincinnati PO Box 210140 Cincinnati OH 452210140 Scholarships 45500 University of Dayton 300 College Park Dayton OH 454695029 Scholarships 21000 University of Findlay 1000 North Main Street Findlay OH 458403695 Scholarships 7000 University of Michigan 2500 Student Activities Building 515 E Jefferson Street Ann Arbor MI 481091316 Scholarships 7000 University of Mount Union 1972 Clark Avenue Alliance OH 44601 Scholarships 77000 Virginia Wesleyan University 5817 Wesleyan Drive Virginia Beach VA 23455 Scholarships 7000 Walsh University 2020 East Maple Street North Canton OH 447203336 Scholarships 49000 West Virginia University PO Box 6410 Morgantown WV 265066410 Scholarships 7000 Westminster College 319 South Market Street New Wilmington PA 16172 Scholarships 7000 Wishes Can Happen 1170 South Main Street North Canton OH 44720 Charitable 15000 Wittenberg University PO Box 720 Springfield OH 455010702 Scholarships 7000 Xavier University 3800 VICTORY PARKWAY CINCINNATI OH 452074511 Scholarships 7000 YMCA of Western Stark County 131 Tremont Ave SE Massillon OH 44646 Charitable 50000 Youngstown State University One University Plaza Youngstown OH 44555 Scholarships 31500 2407871 0 14 3523 14 1266970 18 955505 18 2096918 Ordinary Income (Loss) from PTP's 900003 1160147 1160147 4322916 0 5483063 0 0 0 0 0 0 0 0 0 0 Accounting Fees 4850 3395 1455 Office Furniture - Ohio Desk 2006-02-28 22692 22692 SL 5.000000000000 0 0 2006 Schalarship Picture & Re-frame 2006-09-15 1636 1636 SL 5.000000000000 0 0 60" Pioneer Elite Pro-1540HD & installation 2007-06-14 6590 6590 SL 5.000000000000 0 0 Appliances - Home Appliance Co 2006-04-01 2012 2012 SL 5.000000000000 0 0 Carpet for new office buildout 2006-04-01 14492 14492 SL 7.000000000000 0 0 Conference Room Table & JD's Furniture 2006-06-01 3592 3592 SL 5.000000000000 0 0 Glass for convference room table 2006-12-27 1500 1500 SL 5.000000000000 0 0 Kitchen Furniture 2006-04-01 380 380 SL 5.000000000000 0 0 Mural 2010-12-06 9308 9308 SL 7.000000000000 0 0 Office Sign 2006-06-19 2306 2306 SL 5.000000000000 0 0 Old World Classics 2006-08-09 5586 2293 SL 40.000000000000 140 0 Ouitside Sign 2006-08-01 480 480 SL 15.000000000000 0 0 Passage of Time I, II, & III Art Pieces 2007-05-29 4164 4164 SL 5.000000000000 0 0 Pictures 2006-07-25 2426 2426 SL 5.000000000000 0 0 Reception Area - 4 Chairs 2006-07-20 3660 3660 SL 5.000000000000 0 0 Reception Area - Round Table (2) 2006-10-06 1482 1482 SL 5.000000000000 0 0 Reception Table & Two Lamps 2006-07-27 440 440 SL 5.000000000000 0 0 Schoeppner - Office Buildout 2006-04-01 67439 28240 SL 40.000000000000 1686 0 Shelves in Utility Room (Schoeppner) 2006-05-17 766 319 SL 40.000000000000 19 0 Telephone System 2020-07-30 4616 285 SL 39.000000000000 118 0 Website Redesign (A&G LLC) 2009-09-16 1950 1950 SL 3.000000000000 0 0 Mutual Funds AT COST 38819340 42910851 Office Furniture - Ohio Desk 22692 22692 0 0 2006 Schalarship Picture & Re-frame 1636 1636 0 0 60" Pioneer Elite Pro-1540HD & installation 6590 6590 0 0 Appliances - Home Appliance Co 2012 2012 0 0 Carpet for new office buildout 14492 14492 0 0 Conference Room Table & JD's Furniture 3592 3592 0 0 Glass for convference room table 1500 1500 0 0 Kitchen Furniture 380 380 0 0 Mural 9308 9308 0 0 Office Sign 2306 2306 0 0 Old World Classics 5586 2433 3153 3153 Ouitside Sign 480 480 0 0 Passage of Time I, II, & III Art Pieces 4164 4164 0 0 Pictures 2426 2426 0 0 Reception Area - 4 Chairs 3660 3660 0 0 Reception Area - Round Table (2) 1482 1482 0 0 Reception Table & Two Lamps 440 440 0 0 Schoeppner - Office Buildout 67439 29926 37513 37513 Shelves in Utility Room (Schoeppner) 766 338 428 428 Telephone System 4616 403 4213 4213 Website Redesign (A&G LLC) 1950 1950 0 0 Legal Fees 13573 2715 0 Baxter Street Fund II 1790983 1762737 2090725 Berkshire Hedged Equity, LLC* 2101764 2095338 2012187 Berkshire SP Hedged Equity, LLC* 2410909 2004977 1102277 Patriot Software 300000 300000 689849 Regent Street Appraisal Rights Fund 20379 0 0 Regent Street Co-Investment Fund 2018-5 1534479 1746092 2746679 Regent Street Co-Investment Fund 2021-1 1129548 2235207 2741067 Regent Street Energy Opportunities Q, LLC 281580 1105808 1616041 Regent Street Energy Opportunities Q-II * 544544 478905 944004 Regent Street Global Private Equity WP, LLC 569448 506642 872858 Regent Street Growth Equity Fund 870341 905214 1516926 Regent Street Healthcare Fund R 835195 866155 1619739 Regent Street Middle Market Buyout Fund C 384177 543183 1111494 Regent Street Middle Market Buyout Fund G 654630 688720 1298644 Regent Street Middle Market Buyout Fund J 926241 1091631 1579675 Regent Street Opportunistic Real Estate, LLC 176675 144566 429639 Regent Street Partners Fund 2022 201434 291863 348828 Regent Street Power Fund 875502 862003 1135134 Regent Street Real Estate Fund S 342187 500238 729841 Regent Street Secondary Fund G 483760 424867 621561 Regent Street Secondary Institutional Fund 1327695 1356776 472340 Regent Street Secondary RV-II 1177235 954256 1508947 Regent Street Special Situations 25113 24323 31167 Regent Street Specialty Finance Fund VP 613019 214644 365224 Riverside Capital Appreciation Fund 192513 127564 95251 Savile Row Heathcare Hedged Equity -8958 0 0 Tile Redi Mayfair, LLC 713009 657800 729109 Regent Street Partners Fund 2023 0 70975 81735 Berkshire Long/Short Strategies Fund, LLC 0 567452 536641 Holdbacks on LLC Investments 0 0 14991 Non-Deductible Expenses from PTP's 4929 Advertising 28286 0 28286 Cleaning and Miscellaneous 7082 2833 2833 Copier Lease 2866 0 0 David Scholar Dinner 15448 0 15448 Dues & Subscriptions 457 0 457 Insurance 10933 10933 0 Investment Expenses - K-1 90603 90603 0 Investment Management Fees 275803 275803 0 Office Supplies 2903 1452 1451 Other Expenses - K-1 630608 630608 0 Payroll Service Fees 1986 497 0 Software License Fee 11971 0 11971 Telephone 3854 964 1927 Website 1227 0 1227 Bank Service Charge 1396 0 0 Dividends From PTP's 310384 310384 310384 Interest From PTP's 139957 139334 139957 Ordinary Income (Loss) From PTP's 505164 505164 505164 Ordinary Income (Loss) from PTP's 1160147 1160147 Professional Fees 9095 2729 2729 Excise 57000 0 0 Foreign Taxes 29092 29092 0 Payroll Taxes 31540 9462 18681