2024-11-15T07:25:58-06:00 2023-12-31 363168081 SIKICH LLC 4020 KINROSS LAKES PARKWAY SUITE 300 RICHFIELD OH 44286 990PF 2023-01-01 203927535 THE LOUIS B & JOAN M PERRY FAMILY FOUNDATION LOUI 3303341658 5617 APPIAN WAY WADSWORTH OH 44281 LOUIS B PERRY PRESIDENT 3303341658 2024-11-14 1 0 BRIDGETTE MUGGE P00671418 3308646661 2024-11-14 2023 2024-10-15 13:58:12Z X 6132485 X 0 X 19 19 145349 136786 352156 2051705 352778 1160 0 498684 489583 0 0 0 23861 23861 0 6630 3630 0 25257 0 3 55748 27491 3 1039316 1039316 1095064 27491 1039319 -596380 462092 -1 295973 233918 233918 3632080 2902872 4283663 1152289 1045690 988944 301005 624305 625960 5381346 4806785 6132485 61874 83685 61874 83685 X 310561 310561 0 0 5008911 4412539 5319472 4723100 5381346 4806785 5319472 -596380 8 4723100 0 4723100 PUBLICLY TRADED SECURITIES 373349 382973 -9624 -9624 PUBLICLY TRADED SECURITIES 1678356 1315954 362402 362402 352778 6423 0 6423 0 6423 2496 0 0 0 2496 64 3991 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 HTTP://WWW.LJPERRYFOUNDATION.COM/ LOUIS B PERRY 3303345033 5617 APPIAN WAY WADSWORTH OH 44281 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOUIS B PERRY 5617 APPIAN WAY WADSWORTH OH 44281 PRESIDENT 1.00 0 0 0 JOAN M PERRY 5617 APPIAN WAY WADSWORTH OH 44281 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 5746093 273509 0 6019602 0 0 6019602 90294 5929308 296465 296465 6423 6423 290042 0 290042 0 290042 1039319 0 1039319 290042 0 0 78136 200077 307356 1023843 588865 2198277 1039319 0 0 0 290042 749277 0 0 2947554 0 0 0 0 0 0 78136 2869418 200077 307356 1023843 588865 749277 LOUIS AND JOAN PERRY 5617 APPIAN WAY WADSWORTH OH 44281 3303345033 APPLICATIONS BY MAIL, NO PHONE CALLS. SEE ATTACHED STATEMENT N/A N/A AKRON COMMUNITY FOUNDATION 345 WEST CEDAR STREET AKRON OH 44307 PC PROGRAM AND OPERATIONAL SUPPORT 1000 AKRON ZOO 505 EUCLID AVE AKRON OH 44307 PC PROGRAM AND OPERATIONAL SUPPORT 7000 AKRON-CANTON REGIONAL FOODBANK 350 OPPORTUNITY PARKWAY AKRON OH 44307 PC PROGRAM AND OPERATIONAL SUPPORT 3000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PC PROGRAM AND OPERATIONAL SUPPORT 3000 ARCHBISHOP HOBAN HIGH SCHOOL ONE HOLY CROSS BLVD AKRON OH 44306 PC PROGRAM AND OPERATIONAL SUPPORT 10420 ARTIS - NAPLES 5833 PELICAN BAY BLVD NAPLES FL 341082740 PC PROGRAM AND OPERATIONAL SUPPORT 10000 AVE MARIA SCHOOL OF LAW 1025 COMMONS CIRCLE NAPLES FL 34119 PC PROGRAM AND OPERATIONAL SUPPORT 22000 BATTERED WOMEN'S SHELTER 974 E MARKET ST AKRON OH 44305 PC PROGRAM AND OPERATIONAL SUPPORT 3000 BENEDICTINES OF MARY QUEEN OF PEACE PO BOX 303 GOWER MO 64454 PC PROGRAM AND OPERATIONAL SUPPORT 15000 BLUECOATS OF MEDINA COUNTY 1819 KING ROAD MEDINA OH 44256 PC PROGRAM AND OPERATIONAL SUPPORT 2000 CAPUCHIN FRANCISCAN FRIARS 319 36TH STREET UNION CITY NJ 07087 PC PROGRAM AND OPERATIONAL SUPPORT 2000 CATHOLIC CHARITIES 812 BIRUTA STREET AKRON OH 44307 PC PROGRAM AND OPERATIONAL SUPPORT 5000 CATHOLIC COMMUNITY FOUNDATION 1404 EAST NINTH ST CLEVELAND OH 44114 PC PROGRAM AND OPERATIONAL SUPPORT 355000 CHILDREN'S HOSPITAL FOUNDATION PO BOX 16810 COLUMBUS OH 43216 PC PROGRAM AND OPERATIONAL SUPPORT 4000 CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL 6550 BAXTER AVE CLEVELAND OH 44105 PC PROGRAM AND OPERATIONAL SUPPORT 5210 CLEVELAND CLINIC 9500 EUCLID AVENUE CLEVELAND OH 44195 PROGRAM AND OPERATIONAL SUPPORT 20000 CLEVELAND CLINIC - VELOSANO 9500 EUCLID AVENUE DVB CLEVELAND OH 44195 PC PROGRAM AND OPERATIONAL SUPPORT 5000 COMBONI MISSIONARIES 1318 NAGEL ROAD CINCINNATI OH 45255 PC PROGRAM AND OPERATIONAL SUPPORT 5000 CORNERSTONE OF HOPE 5905 BRECKSVILLE ROAD INDEPENDENCE OH 44131 PC PROGRAM AND OPERATIONAL SUPPORT 6090 CPL BISHOP'S SEMINARY FUND 1404 E 9TH STREET CLEVELAND OH 44114 PROGRAM AND OPERATIONAL SUPPORT 10000 CUYAHOGA FALLS FIRE FIGHTER MEMORIAL FOUNDATION 1924 FRONT ST CUYAHOGA FALLS OH 44221 PC PROGRAM AND OPERATIONAL SUPPORT 10000 CYO ATHLETICS 812 BIRUTA STREET AKRON OH 44307 PC PROGRAM AND OPERATIONAL SUPPORT 10420 DIVINE PROVIDENCE STUDIOS INC 1500 DIVISION ST METAIRIE LA 70001 PC PROGRAM AND OPERATIONAL SUPPORT 20000 ENGINEERS FOUNDATION OF OHIO 400 S 5TH ST STE 300 COLUMBUS OH 43215 PC PROGRAM AND OPERATIONAL SUPPORT 5000 FEEDING AMERICA 161 NORTH CLARK ST STE 700 CHICAGO IL 60601 PC PROGRAM AND OPERATIONAL SUPPORT 2000 FRIENDS OF THE WOODLAWN CEMETERY 200 COLLEGE ST WADSWORTH OH 44281 PC PROGRAM AND OPERATIONAL SUPPORT 3000 GENNESARET - HOMERUN FOR THE HOMELESS PO BOX 1253 CUYAHOGA FALLS OH 44223 PC PROGRAM AND OPERATIONAL SUPPORT 5200 GIRLS ON THE RUN NEO 8929 BRECKSVILLE ROAD BRECKSVILLE OH 44141 PC PROGRAM AND OPERATIONAL SUPPORT 7500 GLENMARY HOME MISSIONARY 4119 GLENMARY TRACE FAIRFIELD OH 45014 PC PROGRAM AND OPERATIONAL SUPPORT 3000 GREGORIAN UNIVERSITY FOUNDATION 1055 THOMAS JEFFERSON ST NW STE 302 WASHINGTON DC 20007 PC PROGRAM AND OPERATIONAL SUPPORT 5000 GUARDIAN ANGELS CHURCH 2641 S ARLINGTON ROAD AKRON OH 44319 PC PROGRAM AND OPERATIONAL SUPPORT 30000 GUARDIAN ANGELS FOUNDATION FOR TOMORROW 1676 S CLEVELAND MASSILLION ROAD COPLEY OH 44321 PROGRAM AND OPERATIONAL SUPPORT 50000 HAVEN OF REST MINISTRIES PO BOX 547 AKRON OH 44309 PC PROGRAM AND OPERATIONAL SUPPORT 5000 HOLTZ'S HEROES FOUNDATION INC 9630 CLAYMOUNT LN FISHERS IN 460379042 PC PROGRAM AND OPERATIONAL SUPPORT 15000 HOLY FAMILY CHURCH 3450 SYCAMORE DRIVE STOW OH 44224 PC PROGRAM AND OPERATIONAL SUPPORT 3000 HOPE MEADOWS FOUNDATION 4820 RIDGE RD WADSWORTH OH 44281 PC PROGRAM AND OPERATIONAL SUPPORT 4000 IBH ADDICTION RECOVERY CENTER 3445 S MAIN STREET AKRON OH 44319 PC PROGRAM AND OPERATIONAL SUPPORT 10010 IHM SISTERS 610 WEST ELM AVENUE MONROE MI 48162 PC PROGRAM AND OPERATIONAL SUPPORT 2000 INTERNATIONAL SOAP BOX DERBY 1000 GEORGE WASHINGTON BLVD AKRON OH 44312 PC PROGRAM AND OPERATIONAL SUPPORT 10000 ITALIAN AMERICAN PROFESSIONAL AND BUSINESSMEN CLUB 225 RUTLEDGE DRIVE AKRON OH 44319 PC PROGRAM AND OPERATIONAL SUPPORT 10000 JAKE'S REACH INC 503 AMBERWOOD DR AKRON OH 44312 PC PROGRAM AND OPERATIONAL SUPPORT 7000 JAMAICA OUTREACH PROGRAM PO BOX 110581 NAPLES FL 34108 PC PROGRAM AND OPERATIONAL SUPPORT 4000 JOSEPH & MARY'S HOME 2412 COMMUNITY COLLEGE AVE CLEVELAND OH 44115 PC PROGRAM AND OPERATIONAL SUPPORT 5182 KEEP AKRON BEAUTIFUL 850 E MARKET STREET AKRON OH 44305 PC PROGRAM AND OPERATIONAL SUPPORT 4000 KENT STATE UNIVERSITY FOUNDATION 350 S LINCOLN STREET KENT OH 44242 PC PROGRAM AND OPERATIONAL SUPPORT 10000 LF FOUNDATION 1564 FENCORP DR FENTON MO 63021 PROGRAM AND OPERATIONAL SUPPORT 1500 MACULAR DEGENERATION RESEARCH PO BOX 515 NORTHAMPTON MA 01061 PC PROGRAM AND OPERATIONAL SUPPORT 2000 MAKE A WISH FOUNDATION 6060 ROCKSIDE WOODS BLVD SUITE 315 INDEPENDENCE OH 44131 PC PROGRAM AND OPERATIONAL SUPPORT 3000 NATIONAL SHRINE OF ST DYMPHNA 206 CHERRY ROAD NE MASSILLON OH 44646 PC PROGRAM AND OPERATIONAL SUPPORT 1500 OHIO VETERANS MEMORIAL PARK 8005 CLEVELAND-MASSILLON ROAD CLINTON OH 44216 PC PROGRAM AND OPERATIONAL SUPPORT 15000 PADRE PIO FOUNDATION OF AMERICA 463 MAIN STREET CROMWELL CT 06416 PC PROGRAM AND OPERATIONAL SUPPORT 2000 PARKINSON RESEARCH FUND 5969 CATTLERIDGE BLVD STE 100 SARASOTA FL 34232 PC PROGRAM AND OPERATIONAL SUPPORT 2000 PATRON OF THE ARTS IN THE VATICAN MUSEUM PO BOX 241487 CLEVELAND OH 44124 PC PROGRAM AND OPERATIONAL SUPPORT 2450 PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVENUE SUITE 200 CLEVELAND OH 44115 PC PROGRAM AND OPERATIONAL SUPPORT 18114 PRIESTS OF THE SACRED HEART PO BOX 900 HALES CORNER WI 53130 PC PROGRAM AND OPERATIONAL SUPPORT 2000 SACRED HEART OF JESUS CATHOLIC CHURCH 260 BROAD STREET WADSWORTH OH 44281 PC PROGRAM AND OPERATIONAL SUPPORT 26000 SALVATION ARMY OF WADSWORTH 527 COLLEGE ST WADSWORTH OH 44281 PC PROGRAM AND OPERATIONAL SUPPORT 2000 ST ANTHONY CHURCH & SCHOOL 83 MOSSER STREET AKRON OH 44310 PC PROGRAM AND OPERATIONAL SUPPORT 10000 ST HILARY CHURCH 2750 W MARKET ST FAIRLAWN OH 44333 PC PROGRAM AND OPERATIONAL SUPPORT 10000 ST JOHNS EVANGELIST PARISH 625 11TH AVE NORTH NAPLES FL 34108 PC PROGRAM AND OPERATIONAL SUPPORT 70000 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN STREET CHAMBERLAIN SD 57325 PC PROGRAM AND OPERATIONAL SUPPORT 3000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PC PROGRAM AND OPERATIONAL SUPPORT 4000 ST MARY CHURCH AND SCHOOL 750 S MAIN ST AKRON OH 44311 PC PROGRAM AND OPERATIONAL SUPPORT 10420 ST VINCENT DE PAUL CHURCH 164 W MARKET STREET AKRON OH 44303 PC PROGRAM AND OPERATIONAL SUPPORT 30000 ST VINCENT ST MARY HIGH SCHOOL 15 NORTH MAPLE STREET AKRON OH 44303 PC PROGRAM AND OPERATIONAL SUPPORT 34300 STAN HYWET HALL & GARDENS 714 NORTH PORTAGE PATH AKRON OH 44303 PC PROGRAM AND OPERATIONAL SUPPORT 10000 STEWART'S CARING PLACE 2955 WEST MARKET STREET SUITE R AKRON OH 44333 PC PROGRAM AND OPERATIONAL SUPPORT 14000 THE JACKSON LABARATORY PO BOX 254 BAR HARBOR ME 04609 PC PROGRAM AND OPERATIONAL SUPPORT 5000 THE UNIVERSITY OF AKRON 375 E EXCHANGE STREET AKRON OH 44325 PC PROGRAM AND OPERATIONAL SUPPORT 10000 THE VILLAGE OF ST EDWARD 880 MAIN STREET WADSWORTH OH 44281 PC PROGRAM AND OPERATIONAL SUPPORT 12000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DR TRIANGLE VA 221721776 PC PROGRAM AND OPERATIONAL SUPPORT 2000 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 PC PROGRAM AND OPERATIONAL SUPPORT 3000 1039316 0 14 19 14 145349 18 352156 OTHER INCOME 1160 0 497524 1160 498684 11A CREDIT CARD REWARDS REDEEMED 0 0 0 0 0 0 0 0 0 0 GRANT APPLICATIONS ACCEPTED BY MAIL 990PF PART XV LINE 2B GRANT APPLICATIONS SHOULD INCLUDE THE FOLLOWING:NAME ADDRESS AND CONTACT INFORMATION OF APPLICANT; NAME OF CONTACT PERSON; DATE OF 501(C)(3) OR 509(A) DETERMINATION LETTER; FEDERAL EIN; AMOUNT REQUESTED AND BRIEF DESCRIPTION OF PROJECT. VANGUARD TOTAL BOND MARKET INDEX FUND-ADM 60686 59208 LORD ABBETT SHRT DUR INCF3 117468 110874 SIX CIRCLES GLOBAL BOND 248936 219896 VANGUARD MORTGAGE-BACKED SEC 61116 54890 VANGUARD LONG-TERM TREASURY ETF 67713 52424 SIX CIRCLES CREDIT OPPORT 112579 111704 VANGUARD TOTAL INTL BOND ETF 217311 214787 VANGUARD INT-TERM CORPORATE 159881 165161 SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND 695497 785905 SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND 466197 509351 JPMORGAN BETABUILDERS CANADA ETF 134291 142282 JPMORGAN BETABUILDERS JAPAN- ETF 203439 201834 SPDR S&P 500 ETF TRUST 993776 2220648 JPMORGAN BETABUILDERS DEV ASIA X-JPN 122685 111843 FIDELITY INTERNATIONAL INDX-INST PRM 180601 198846 JPMORGAN BETASUILDERS EUROPE - ETF 106386 112954 BLACKSTONE ALT MULTLSTRAT V AT COST 104660 104498 NEUBERGER BERMAN LONG SH-INS AT COST 48314 51695 PIMCO MRTG OPP & BND-INST AT COST 59708 59835 AMERICAN BEACON AHL MGD-R5 AT COST 29854 29526 PIMCO DYNAMIC BOND-INST AT COST 31769 30406 JPMORGAN PRIVATE MARKETS FUND AT COST 175000 175000 KKR PRIVATE EQUITY CONGLOMERATE LLC AT COST 175000 175000 SUPPLIES 52 0 3 EXPENSE 25205 0 0 OTHER INCOME 1160 1160 COST BASIS ADJUSTMENT ON SECURITIES 8 INVESTMENT MANAGEMENT FEES 23861 23861 0 FOREIGN TAX PAID 3630 3630 0 EXCISE TAX 3000 0 0