WESTFIELD INSURANCE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTFIELD INSURANCE FOUNDATION (EIN 20-3816760)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349108175
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T18:08:45-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wacker Dr Suite 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203816760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Westfield Insurance Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3308878431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5001 | AddressLine1Txt |
| City | Westfield | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Keith A Corbin II | PersonNm |
| Person Title | Senior Manager, Tax Accounting | PersonTitleTxt |
| Phone | 3308878431 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,125,493 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $651,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $651,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,862,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,346,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,862,209 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $188,920 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,513,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,702,551 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $377,285 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $377,285 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $65,116 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $65,116 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,754 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,754 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $132,814 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $130,764 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,657 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26,167 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,920 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $36,960 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,960 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,660 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,660 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,808 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,109 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,699 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $741,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $542,887 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,124,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,211,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,866,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,753,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,353,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,567,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,316 | CashBOYAmt |
| Cash EOY | $448,533 | CashEOYAmt |
| Cash EOYFMV | $448,533 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $593,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $830,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $830,369 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,262,212 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,158,581 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,158,581 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,929,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,818,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,818,113 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,467,807 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,869,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,869,314 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $583 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $583 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,377,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,125,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,125,493 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,210 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $597,327 | GrantsPayableBOYAmt |
| Grants Payable EOY | $511,173 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $51,097 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $42,645 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $656,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $578,818 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,721,115 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,546,675 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,721,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,546,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,377,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,125,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,721,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,353,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,178,847 | OtherIncreasesAmt |
| Subtotal | $35,546,675 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,546,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $4,730,663 | $3,483,989 | $1,246,674 | $1,246,674 |
| Publicly Traded Securities | P | $615,535 | $615,535 | $615,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,862,209 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,694 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,694 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,767 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $89,767 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,073 | OverpaymentAmt |
| Applied To ES Tax | $54,073 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Westfield | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3308878431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5001 | AddressLine1Txt |
| City | Westfield | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joseph Kohmann | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.50 | $0 | $0 | $0 |
| Edward Largent | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | director | 0.50 | $0 | $0 | $0 |
| Jani Groza | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 15.00 | $0 | $0 | $0 |
| Frank Carrino | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 1.00 | $0 | $0 | $0 |
| Stuart Rosenberg | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Jack Kuhn | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Robyn Hahn | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Kristine Neate | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Jennifer Palmieri | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Kathy Golovan | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,501,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,739,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,739,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $536,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,203,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,760,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,760,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,694 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,617 | IncomeTaxAmt |
| Total Tax | $38,311 | TotalTaxAmt |
| Distributable Before Adj | $1,721,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,721,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,721,849 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,753,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,753,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,721,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,171,217 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,412,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,499,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,806,816 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,840,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,730,924 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,753,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,721,849 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,032,137 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,763,061 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,171,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,591,844 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,412,240 | ExcessFromYear4Amt |
| Excess From Year3 | $2,499,927 | ExcessFromYear3Amt |
| Excess From Year2 | $1,806,816 | ExcessFromYear2Amt |
| Excess From Year1 | $1,840,724 | ExcessFromYear1Amt |
| Excess From Current Year | $2,032,137 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Westfield Insurance Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5001 | AddressLine1Txt |
| City | Westfield Center | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308878431 | RecipientPhoneNum |
| Recipient Email Address | janigroza@westerfieldgrp.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Applicants should use the contact information provided and submit requests electronically. Necessary information provided should include prior open year filed 990 returns, and any applicable financial records relating to the request; such as program budgets or financial statements if requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Submissions are accepted at any time. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Funds are disbursed to organizations that are permissible within the Foundation's exempt purpose and existence under 501(c)(3), strategy, and eligible to receive contributinos according to applicable IRC Code sections and verification. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (310 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A Haven | |||||||
| 623 N Pottstown Pike | Exton | PA | 19341 | PC | General operating support | $4,500 | |
| Adaptive Sports Program of Ohio | |||||||
| 2148 Eagle Pass Ste C | Wooster | OH | 446915357 | PC | General operating support | $5,000 | |
| Akron Community Foundation | |||||||
| 345 W Cedar Street | Akron | OH | 443072407 | PC | Sojourner Truth Fund | $24,790 | |
| Akron Urban League | |||||||
| 440 Vernon Odom | Akron | OH | 44307 | PC | Young Professionals | $2,410 | |
| Akron Urban League | |||||||
| 440 Vernon Odom | Akron | OH | 44307 | PC | General operating support | $52,737 | |
| Akron-Canton Regional Foodbank | |||||||
| 350 Opportunity Pkwy | Akron | OH | 443072234 | PC | General operating support | $42,558 | |
| Alternative Paths Inc | |||||||
| 246 Northland Drive Suite 200A | Medina | OH | 44256 | PC | First Responder Support Team | $2,500 | |
| Always Endure | |||||||
| 2011 Hall Drive | Fayetteville | TN | 373349419 | PC | General operating support | $5,500 | |
| American Cancer Society Inc | |||||||
| 3380 Chastain Meadows Pkwy NW Suite | Kennesaw | GA | 30144 | PC | General operating support | $34,860 | 200 |
| American Diabetes Association | |||||||
| 2451 Crystal Drive Suite 900 | Arlington | VA | 22202 | PC | Memorial donation | $53 | |
| American Heart Association (National) | |||||||
| 1375 E 9th Street 600 | Cleveland | OH | 44114 | PC | General operating support | $17,229 | |
| American Institute For Chartered Property Casualty Underwriters | |||||||
| 720 Providence Road | Malvern | PA | 19355 | PC | Institutes Development Fund Contribution | $15,000 | |
| American National Red Cross | |||||||
| 431 18th Street NW | Washington | DC | 200065310 | PC | General operating support | $500 | |
| American Red Cross Greater Akron And The Mahoning Valley Chapter | |||||||
| 501 W Market Street | Akron | OH | 44303 | PC | Home Fire Safety Campaign | $75,000 | |
| Ashtabula County Animal Protective League | |||||||
| 5970 Green Road | Ashtabula | OH | 44004 | PC | General operating support | $500 | |
| Asian Services In Action (Asia) | |||||||
| 370 E Market Street | Akron | OH | 443041526 | PC | General operating support | $500 | |
| Atlanta Community Food Bank | |||||||
| 3400 North Desert Drive | Atlanta | GA | 30344 | PC | General operating support | $780 | |
| Aurora Project Inc | |||||||
| 1035 N Superior Street | Toledo | OH | 436041960 | PC | General operating support | $7,500 | |
| Austism Alliance of Michigan | |||||||
| 26913 Northwestern Highway | Southfield | MI | 48033 | PC | Memorial donation | $51 | |
| Autism Society | |||||||
| 6110 Executive Boulevard Suite 305 | Rockville | MD | 20852 | PC | General operating support | $20,000 | |
| Battered Women's Shelter | |||||||
| 974 E Market Street | Akron | OH | 443052445 | PC | Capital needs | $250 | |
| Best Christmas Ever Inc | |||||||
| PO Box 439 | Cloquet | MN | 55720 | PC | General operating support for Findlay, OH | $4,500 | |
| Big Brothers Big Sisters of The Mississippi Valley | |||||||
| 3247 E 35th Street Court | Davenport | IA | 528072501 | PC | General operating support | $6,500 | |
| Blessings in a Backpack | |||||||
| 1360 Lancaster Pike | Circleville | OH | 43113 | PC | General operating support | $4,500 | |
| Bloom for Women | |||||||
| 1425 Mountain Drive N | Bethlehem | PA | 18015 | PC | General operating support | $7,500 | |
| Bobcat Community Closet | |||||||
| PO Box 124 | Creston | OH | 44217 | PC | General operating support | $500 | |
| Boston College | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | PC | Center for Corporate Citizenship Membership | $7,000 | |
| Bowling Green State University Foundation Inc | |||||||
| 1851 N Research Drive | Bowling Green | OH | 434030055 | PC | General operating support | $5,000 | |
| Bowling Green State University Foundation Inc | |||||||
| 1851 N Research Drive | Bowling Green | OH | 434030055 | PC | Insurance & Risk Management Institute Membership | $5,000 | |
| Boys & Girls Club of La Plata County | |||||||
| 2750 Main Avenue | Durango | CO | 813015938 | PC | General operating support | $4,500 | |
| Boys & Girls Clubs of Greater Augusta | |||||||
| 624 Chafee Avenue | Augusta | GA | 30904 | PC | General operating support | $8,500 | |
| Boys & Girls Clubs of Northeast Ohio | |||||||
| 6114 Broadway Avenue | Cleveland | OH | 44127 | PC | General operating support | $2,616 | |
| Boys & Girls Clubs of Southeast Georgia | |||||||
| PO Box 1193 | Brunswick | GA | 31521 | PC | General operating support | $7,500 | |
| Brandywine Valley Active Aging | |||||||
| 250 Martin Luther King Jr Blvd | Coatesville | PA | 19320 | PC | General operating support | $7,500 | |
| Brunswick Citizens Police Academy | |||||||
| 4800 Ledgewood Drive | Medina | OH | 44256 | PC | General operating support | $1,000 | |
| Business Volunteers Unlimited | |||||||
| 1300 East 9th Street 1220 | Cleveland | OH | 44114 | PC | General operating support | $10,650 | |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067008 | PC | General operating support | $1,600 | |
| Catholic Charities USA | |||||||
| 2050 Ballenger Avenue Suite 400 | Alexandria | VA | 22314 | PC | Support for Disaster Case Management | $100,000 | |
| Cavaliers Youth Foundation | |||||||
| 1 Center Court | Cleveland | OH | 441154001 | PC | General operating support | $9,100 | |
| Cedar Creek Community Church | |||||||
| 29129 Lime City Road | Perrysburg | OH | 43551 | PC | General operating support | $500 | |
| Center For Disaster Philanthropy Inc | |||||||
| One Thomas Circle NW Suite 700 | Washington | DC | 20005 | PC | General operating support | $4,052 | |
| Center For Disaster Philanthropy Inc | |||||||
| One Thomas Circle NW Suite 700 | Washington | DC | 20005 | PC | Atlantic Hurricane Season Fund | $75,000 | |
| Center For Family Services IN | |||||||
| 213 W Center Street | Meadville | PA | 163353406 | PC | General operating support | $6,500 | |
| Central Detroit Christian CDC | |||||||
| 1550 Taylor Street | Detroit | MI | 48206 | PC | General operating support | $7,500 | |
| Central Illinois Memorial Kidney Fund | |||||||
| PO Box 235 | Morton | IL | 61550 | PC | General operating support | $500 | |
| Central Pennsylvania Food Bank | |||||||
| 3908 Corey Road | Harrisburg | PA | 17109 | PC | General operating support | $2,274 | |
| Centro Hispano Daniel Torres Inc | |||||||
| 25 North 2nd Street | Reading | PA | 19601 | PC | General operating support | $9,500 | |
| Children's Home Society of WV | |||||||
| 1717 St Marys Avenue | Parkersburg | WV | 26101 | PC | General operating support | $7,500 | |
| Chippewa Lake Ohio Historical Society | |||||||
| PO Box 106 | Chippewa Lake | OH | 442150106 | PC | General operating support | $2,500 | |
| Cincinnati Union Bethel | |||||||
| 2401 Reading Road | Cincinnati | OH | 45202 | PC | Cincinnati Scholar House | $8,500 | |
| Citymeals-On-Wheels | |||||||
| 355 Lexington Avenue Floor 3 | New York | NY | 100176603 | PC | General operating support | $250 | |
| Clearview Legacy Foundation | |||||||
| PO Box 30196 | East Canton | OH | 447300196 | PC | General operating support | $5,000 | |
| Cleveland Ballet | |||||||
| 23030 Miles Road | Cleveland | OH | 441285443 | PC | General operating support | $5,000 | |
| Cleveland Clinic Foundation | |||||||
| 9500 Euclid Avenue Na-4 | Cleveland | OH | 44195 | PC | General operating support | $1,500 | |
| Cleveland Leadership Center | |||||||
| PO Box 23613 | Cleveland | OH | 44023 | PC | Support for Leadership Cleveland Education Day | $2,500 | |
| Cleveland Leadership Center | |||||||
| PO Box 23613 | Cleveland | OH | 44023 | PC | General operating support | $21,670 | |
| Cleveland Public Library Foundation | |||||||
| 325 Superior Avenue | Cleveland | OH | 44114 | PC | General operating support | $2,350 | |
| Cleveland Rape Crisis Center | |||||||
| PO Box 933431 | Cleveland | OH | 44193 | PC | General operating support | $4,700 | |
| Cleveland State University Foundation | |||||||
| 2121 Euclid Avenue Unit 501 | Cleveland | OH | 44115 | PC | General operating support | $2,400 | |
| Cloverleaf Local School District | |||||||
| 8525 Friendsville Road | Lodi | OH | 44254 | PC | 2023 Cloverleaf Safety City | $5,000 | |
| Cloverleaf Local School District | |||||||
| 8525 Friendsville Road | Lodi | OH | 44254 | PC | Support for 2023-2024 College Now Advisory Services | $5,000 | |
| Cloverleaf Local School District | |||||||
| 8525 Friendsville Road | Lodi | OH | 44254 | PC | Experience-based learning opportunities | $20,000 | |
| College Now Greater Cleveland | |||||||
| 1500 West 3rd Street Suite 125 | Cleveland | OH | 44113 | PC | General operating support | $66,300 | |
| College Possible | |||||||
| 755 Prior Avenue N Suite 200 | Saint Paul | MN | 55104 | PC | General operating support | $8,500 | |
| Collider Foundation | |||||||
| 221 1st Avenue SW Suite 610 | Rochester | MN | 55902 | PC | General operating support | $8,500 | |
| Columbus Urban League | |||||||
| 788 Mount Vernon Avenue | Columbus | OH | 432031408 | PC | General operating support | $78 | |
| Communities in Schools of Catoosa County Inc | |||||||
| 2 Barnhardt Circle | Ft Oglethorpe | GA | 307423646 | PC | General operating support | $6,500 | |
| Community Food Bank of New Jersey Inc | |||||||
| 31 Evans Terminal | Hillside | NJ | 072052400 | PC | General operating support | $390 | |
| Community Foundation of Middle Tennessee | |||||||
| 216 Hartmann Drive | Lebanon | TN | 37087 | PC | Food insecurity needs of student athletes | $5,500 | |
| Connecticut Foodshare Inc | |||||||
| 2 Research Pkwy | Wallingford | CT | 064921929 | PC | General operating support | $1,300 | |
| Consumer Credit Counseling Service of the Mid-Ohio Valley | |||||||
| 2435 Dudley Avenue | Parkersburg | WV | 261012635 | PC | General operating support | $5,500 | |
| Council On Foundations | |||||||
| 2121 Crystal Drive Suite 700 | Arlington | VA | 22202 | PC | Membership | $9,000 | |
| County Forward Fund Inc | |||||||
| 144 N Broadway Street | Medina | OH | 442561974 | PC | General operating support | $250 | |
| County Forward Fund Inc | |||||||
| 144 N Broadway Street | Medina | OH | 442561974 | PC | Career Coach and Scholarships | $12,000 | |
| Creek Wood High School CTE | |||||||
| 3499 Highway 47 North | Charlotte | TN | 37036 | PC | Disaster Recovery | $6,500 | |
| Creston Canaan United Methodist Church | |||||||
| PO Box 1111 | Creston | OH | 44217 | PC | Community Outreach: Baskets of Hope | $250 | |
| Crossroads Hospice Charitable Foundation | |||||||
| 10810 E 45th Street Suite 300 | Tulsa | OK | 74146 | PC | Memorial donation | $51 | |
| Cuyahoga Community College Foundation | |||||||
| 700 Carnegie Avenue | Cleveland | OH | 441152833 | PC | General operating support | $6,700 | |
| Cuyahoga Community College Foundation | |||||||
| 700 Carnegie Avenue | Cleveland | OH | 441152833 | PC | Women in Transition | $45,000 | |
| Cuyahoga County Department of Health and Human Services | |||||||
| 3955 Euclid Avenue | Cleveland | OH | 44115 | PC | Supplies for clients | $1,403 | |
| Daughters of Our Lady of the Holy Rosary | |||||||
| 1492 Moss Street | New Orleans | LA | 70119 | PC | General operating support | $500 | |
| Deb and Jeff Hansen Foundation | |||||||
| 5034 Grand Ridge Drive | West Des Moines | IA | 50265 | PC | General operating support | $6,500 | |
| Denver Public Library Friends Foundation | |||||||
| 10 W 14th Avenue Pkwy | Denver | CO | 802042749 | PC | General operating support | $5,500 | |
| Dusty Elam Foundation | |||||||
| 744 Old Woodbury Hwy | Manchester | TN | 373553312 | PC | General operating support | $4,500 | |
| Eagle's Healing Nest | |||||||
| 310 US Hwy 71 | Sauk Centre | MN | 563780000 | PC | General operating support | $6,500 | |
| East Cooper Community Outreach | |||||||
| 1145 Six Mile Road | Mt Pleasant | SC | 294668898 | PC | General operating support | $250 | |
| Economic Growth Foundation | |||||||
| 1240 Huron Road E Suite 300 | Cleveland | OH | 441151722 | PC | General operating support | $7,000 | |
| Educational Service Center of Medina County | |||||||
| 275 Center Street | Seville | OH | 44273 | PC | Third Grade Curriculum Project | $5,000 | |
| Ehrbar Angels Foundation | |||||||
| 11218 Essex Circle | North Royalton | OH | 44133 | PC | General operating support | $750 | |
| Elite Equine Rescue | |||||||
| 1670 Spring Valley Drive | Colorado Springs | CO | 80921 | PC | General operating support | $500 | |
| Elizabethtown Community Housing & Outreach Services | |||||||
| 105 East Washington Street | Elizabethtown | PA | 17022 | PC | General operating support | $6,500 | |
| Empower Me Center | |||||||
| 223 Bluegrass Circle | Lebanon | TN | 370908924 | PC | General operating support | $4,500 | |
| Etc All American Youth Show Choir Inc | |||||||
| 1932 Akron Peninsula Road | Akron | OH | 443134810 | PC | General operating support | $500 | |
| Facing Hunger Foodbank Inc | |||||||
| 1327 7th Avenue | Huntington | WV | 257012903 | PC | General operating support | $5,500 | |
| Fairfax Renaissance Development Corporation | |||||||
| 8111 Quincy Avenue Suite 100 | Cleveland | OH | 441042125 | PC | Adopt-A-Family | $500 | |
| Fairfax Renaissance Development Corporation | |||||||
| 8111 Quincy Avenue Suite 100 | Cleveland | OH | 441042125 | PC | Workforce programming | $40,000 | |
| Family and Children's Service | |||||||
| 2400 Clifton Avenue | Nashville | TN | 372094117 | PC | General operating support | $6,500 | |
| Feeding Medina County | |||||||
| 650 W Smith Road C-8 | Medina | OH | 44256 | PC | General operating support | $5,400 | |
| Fishing for Life | |||||||
| PO Box 19320 | Minneapolis | MN | 55419 | PC | General operating support | $5,500 | |
| Foodbank of Northeast Georgia | |||||||
| 861 Newton Bridge Rd PO Box 48857 | Athens | GA | 30604 | PC | General operating support | $26 | |
| Foundation Center | |||||||
| PO Box 22799 | New York | NY | 10087 | PC | Membership | $2,199 | |
| Friends of Breakthrough Schools | |||||||
| 3615 Superior Avenue Suite 4403D | Cleveland | OH | 44114 | PC | General operating support | $8,500 | |
| Friends of Medina County Parks Inc | |||||||
| 6364 Deerview Lane | Medina | OH | 442568008 | PC | Capital Campaign support | $50,000 | |
| Friends of St Mary's | |||||||
| 101 East 15th Street | Dubuque | IA | 520043188 | PC | General operating support | $7,500 | |
| Fund for Our Economic Future | |||||||
| 4415 Euclid Avenue Suite 203 | Cleveland | OH | 44103 | PC | General operating support | $40,000 | |
| Gallatin Shalom Zone | |||||||
| 600 Small Street Suite 107 | Gallatin | TN | 370662254 | PC | General operating support | $8,500 | |
| Gamma Iota Sigma | |||||||
| PO Box 1744 | Powell | OH | 43065 | PC | General operating support | $15,000 | |
| Gamma Iota Sigma | |||||||
| PO Box 1744 | Powell | OH | 43065 | PC | Foundation Founding Partner | $50,000 | |
| Girl Scouts of North East Ohio | |||||||
| One Girl Scout Way | Macedonia | OH | 44056 | PC | General operating support | $500 | |
| Girls Give Back | |||||||
| 196 Fairfield Road | Avon Lake | OH | 440121412 | PC | General operating support | $1,000 | |
| Global Cleveland | |||||||
| 1422 Euclid Avenue Suite 1652 | Cleveland | OH | 441152068 | PC | General operating support | $250 | |
| Goodwill Industries of Central Ohio Inc | |||||||
| 671 South High Street 800 | Columbus | OH | 43206 | PC | General operating support | $3,180 | |
| Great Lakes Science Center | |||||||
| 601 Erieside Avenue | Cleveland | OH | 44114 | PC | General operating support | $250 | |
| Greater Cleveland Food Bank Inc | |||||||
| 13815 Coit Road | Cleveland | OH | 44110 | PC | General operating support | $5,245 | |
| Greater Cleveland Sports Commission | |||||||
| 334 Euclid Avenue Suite 100 | Cleveland | OH | 441142207 | PC | General operating support | $25,750 | |
| Greater Stark County Urban League | |||||||
| PO Box 9463 | Canton | OH | 44711 | PC | General operating support | $78 | |
| Greenleaf Family Center | |||||||
| 580 Grant Street | Akron | OH | 44311 | PC | General operating support | $7,500 | |
| Habitat For Humanity of Henderson Kentucky Inc | |||||||
| 1030 3rd Street | Henderson | KY | 424203040 | PC | General operating support | $5,500 | |
| Habitat For Humanity of Medina County | |||||||
| 620 E Smith Road E-6A | Medina | OH | 44256 | PC | General operating support | $14,300 | |
| Habitat For Humanity of Ohio | |||||||
| 88 E Broad Street Suite 1800 | Columbus | OH | 43215 | PC | General operating support | $5,000 | |
| Habitat For Humanity of Summit County Inc | |||||||
| 2301 Romig Road | Akron | OH | 443203824 | PC | General operating support | $13,200 | |
| Haven Homes of Detroit | |||||||
| 405 N Dean Street | Centreville | MI | 49032 | PC | General operating support | $7,500 | |
| HDC MidAtlantic | |||||||
| 8 W King Street | Lancaster | PA | 176033824 | PC | General operating support | $4,500 | |
| Helping Florence Flourish | |||||||
| PO Box 3425 | Florence | SC | 29502 | PC | General operating support | $6,500 | |
| Honor Flight Inc | |||||||
| Box L-4016 | Columbus | OH | 432604016 | PC | Memorial donation | $51 | |
| Hope Center Inc | |||||||
| PO Box 6 | Lexington | KY | 40588 | PC | General operating support | $5,500 | |
| Hope For Her Florida Inc | |||||||
| 140 Yarbrough Road | Brandon | FL | 33510 | PC | General operating support | $7,500 | |
| Hope Recovery Community Inc | |||||||
| 200 Highland Drive | Medina | OH | 442563119 | PC | General operating support | $900 | |
| Housing Development Alliance | |||||||
| PO Box 7284 | Hazard | KY | 417027284 | PC | General operating support | $100,000 | |
| Housing Research and Advocacy Center | |||||||
| 2728 Euclid Avenue Suite 200 | Cleveland | OH | 44115 | PC | General operating support | $10,000 | |
| Houston Food Bank | |||||||
| 535 Portwall Street | Houston | TX | 77029 | PC | General operating support | $250 | |
| Howard Hanna Children's Free Care Fund | |||||||
| 119 Gamma Drive | Pittsburgh | PA | 15238 | PC | General operating support | $4,500 | |
| Ideastream | |||||||
| 1375 Euclid Avenue | Cleveland | OH | 44115 | PC | General operating support | $20,000 | |
| Insurance Industry Charitable Foundation Inc | |||||||
| 1999 Avenue of the Stars Floor 1100 | Los Angeles | CA | 90067 | PC | General operating support | $9,235 | |
| InVEST | |||||||
| 127 South Peyton Street | Alexandria | VA | 22314 | PC | Support for insurance education programs-2023 | $20,000 | |
| InVEST | |||||||
| 127 South Peyton Street | Alexandria | VA | 22314 | PC | Support for insurance education programs-2024 | $20,000 | |
| InVEST | |||||||
| 127 South Peyton Street | Alexandria | VA | 22314 | PC | Capacity Needs | $25,000 | |
| JDRF International | |||||||
| 200 Vesey Street 28th Floor | New York | NY | 10281 | PC | General operating support | $250 | |
| Junior League of Waterloo Cedar Falls Iowa Inc | |||||||
| PO Box 568 | Waterloo | IA | 507040568 | PC | General operating support | $500 | |
| Kent State University | |||||||
| PO Box 5190 | Kent | OH | 44242 | PC | Scholarship | $1,500 | |
| Knox Housing Partnership Inc | |||||||
| 109 Winona Street | Knoxville | TN | 379177843 | PC | HomeSource East Tennessee general operating support | $6,500 | |
| Lafayette College | |||||||
| Development Office Box 3000 | Easton | PA | 18042 | PC | Leroy D. Nunery II 77 Scholarship Fund | $2,500 | |
| Lancaster County Agriculture Council | |||||||
| 1383 Arcadia Road | Lancaster | PA | 17601 | PC | General operating support | $2,300 | |
| Lancaster Rec Foundation Fund | |||||||
| 525 Fairview Avenue | Lancaster | PA | 176035715 | PC | General operating support | $7,500 | |
| Leadership Medina County | |||||||
| 23 Public Square Suite 220 | Medina | OH | 44256 | PC | Carrie Park Junior Leadership Legacy Fund | $5,000 | |
| Learn Tampa Bay | |||||||
| 202 W Reynolds Street | Plant City | FL | 33563 | PC | Achieve Plant City general operating support | $7,500 | |
| Lee Initiative Inc | |||||||
| 613 W Magnolia Avenue | Louisville | KY | 40208 | PC | General operating support | $50,000 | |
| Leroy United Methodist Church | |||||||
| 7 Park Circle | Westfield Center | OH | 44251 | PC | American Flag display | $360 | |
| Life Remodeled | |||||||
| 2470 Collingwood Street | Detroit | MI | 48206 | PC | General operating support | $9,500 | |
| Lifecare Hospice | |||||||
| 1900 Akron Road | Wooster | OH | 44691 | PC | Memorial donation | $51 | |
| Literacy Council of Medina County Inc | |||||||
| 105 W Liberty Street Lower | Medina | OH | 44256 | PC | General operating support | $500 | |
| Literacy Volunteers - Winchester Area | |||||||
| 301 N Cameron Street Suite 102 | Winchester | VA | 226016018 | PC | General operating support | $5,500 | |
| Little City Foundation | |||||||
| 1760 W Algonquin Road | Palatine | IL | 60067 | PC | General operating support | $4,500 | |
| Lodi Family Center | |||||||
| PO Box 432 | Lodi | OH | 442540432 | PC | General operating support | $7,500 | |
| Lodi Harrisville Historical Society Inc | |||||||
| PO Box 172 | Lodi | OH | 44254 | PC | General operating support | $2,500 | |
| Lodi Railroad Museum | |||||||
| PO Box 177 | Lodi | OH | 442540177 | PC | General operating support | $250 | |
| Logan County Cancer Society Inc | |||||||
| 205 E Palmer Road | Bellefontaine | OH | 433112281 | PC | General operating support | $4,500 | |
| Long Island Cares Inc | |||||||
| 10 Davids Drive Harry Chapin Way | Hauppauge | NY | 117882039 | PC | General operating support | $500 | |
| Love Akron | |||||||
| 54 E Mill Street Suite 302 | Akron | OH | 443081438 | PC | General operating support | $7,500 | |
| Lucky Tales Rescue Inc | |||||||
| PO Box 315 | Ft Thomas | KY | 41075 | PC | General operating support | $500 | |
| Lynch Family Foundation Ltd | |||||||
| PO Box 44 | Waucoma | IA | 52171 | PC | General operating support | $5,000 | |
| Mad River and Nkp Railroad Society | |||||||
| 253 Southwest Street | Bellevue | OH | 44811 | PC | Memorial donation | $51 | |
| Mahomet Area Youth Club | |||||||
| 700 W Main Street | Mahomet | IL | 61853 | PC | General operating support | $6,500 | |
| Main Street Medina | |||||||
| 39 Public Square Suite 305 | Medina | OH | 44256 | PC | General operating support | $1,000 | |
| Main Street Wooster Inc | |||||||
| 377 W Liberty Street | Wooster | OH | 446914852 | PC | General operating support | $500 | |
| Make-A-Wish Foundation of Michigan | |||||||
| 7600 Grand River Road Suite 175 | Brighton | MI | 481147712 | PC | General operating support | $4,500 | |
| Margies Hope | |||||||
| 1384 W 117th Street | Lakewood | OH | 441073011 | PC | General operating support | $500 | |
| Marine Corps Scholarship Foundation Inc | |||||||
| 909 N Washington Street Suite 400 | Alexandria | VA | 22314 | PC | General operating support | $1,500 | |
| Mav Youth Mentoring | |||||||
| 1005 N Main Street | Celina | OH | 458221011 | PC | General operating support | $4,500 | |
| Medina County Agricultural Society | |||||||
| 720 W Smith Road | Medina | OH | 442562423 | PC | Jr Livestock purchases | $1,083 | |
| Medina County Historical Society | |||||||
| 206 N Elmwood Street | Medina | OH | 44256 | PC | Collections Management needs | $25,000 | |
| Medina County Police Activities League | |||||||
| 555 Independence Drive | Medina | OH | 44256 | PC | General operating support | $8,300 | |
| Medina County Senior & Adult Foundation | |||||||
| 246 Northland Drive Suite G20 | Medina | OH | 442563440 | PC | General operating support | $4,400 | |
| Medina County Sheriff's Office | |||||||
| 555 Independence Drive | Medina | OH | 44256 | PC | Teen driver safety | $18,019 | |
| Medina County Sheriff's Office | |||||||
| 555 Independence Drive | Medina | OH | 44256 | PC | Capacity for Training Facilities | $25,000 | |
| Medina Hospital Foundation | |||||||
| 1000 E Washington Street | Medina | OH | 442562170 | PC | General operating support | $5,000 | |
| Medina Metropolitan Housing Authority | |||||||
| 850 Walter Road | Medina | OH | 44256 | PC | Capacity building: Shelter for Un-housed | $70,000 | |
| Mesa Developmental Services dba Strive | |||||||
| 790 Wellington | Grand Junction | CO | 815016126 | PC | General operating support | $4,500 | |
| Miami University | |||||||
| Payment Center | Oxford | OH | 45056 | PC | Scholarship | $1,500 | |
| Mid-Ohio Foodbank | |||||||
| 3960 Brookham Drive | Grove City | OH | 43123 | PC | General operating support | $2,484 | |
| Mississippi State University | |||||||
| PO Box 5227 | Mississippi State | MS | 39762 | PC | Scholarship | $750 | |
| Mosaic Christian Community Development Association | |||||||
| 1804 M-139 | Benton Harbor | MI | 49022 | PC | General operating support | $8,500 | |
| Musical Arts Association | |||||||
| 11001 Euclid Avenue | Cleveland | OH | 44106 | PC | General operating support | $15,000 | |
| My Town Strasburg | |||||||
| 147 Stoutt Drive | Strasburg | OH | 44680 | PC | General operating support | $5,500 | |
| National Diversity Council | |||||||
| PO Box 671461 | Dallas | TX | 752671461 | PC | Membership | $10,500 | |
| National Neutropenia Network | |||||||
| PO Box 8291 | Cincinnati | OH | 452089998 | PC | General operating support | $500 | |
| New Life Furniture Inc | |||||||
| 11335 Reed Hartman Hwy Suite 134 | Cincinnati | OH | 452412463 | PC | General operating support | $5,500 | |
| North Olmsted Evangelical Friends Church | |||||||
| 5665 Great Northern Blvd | North Olmsted | OH | 440705663 | PC | Memorial donation | $50 | |
| North Shore Child and Family Guidance Association Incorporated | |||||||
| 480 Old Westbury Road | Roslyn Hts | NY | 115772215 | PC | General operating support | $5,000 | |
| Northeast Ohio Hispanic Center For Economic Development | |||||||
| 2511 Clark Avenue | Cleveland | OH | 441091110 | PC | Capital campaign | $25,000 | |
| Northern New Jersey Council Boy Scouts of America | |||||||
| 25 Ramapo Valley Road | Oakland | NJ | 074361709 | PC | General operating support | $5,000 | |
| Northern Ohio Fire Fighters Charities | |||||||
| PO Box 222 | Mount Eaton | OH | 44659 | PC | General operating support | $150 | |
| Ohio Chamber of Commerce Research Foundation Inc | |||||||
| 34 S Third Street Suite 100 | Columbus | OH | 43201 | PC | Ohio Black-owned Businesses Economic Impact Study | $15,000 | |
| Ohio MCC Activity Center | |||||||
| PO Box 19 | Kidron | OH | 446360019 | PC | General operating support | $500 | |
| Ohio Minority Supplier Development Council | |||||||
| 6956 E Broad Street 310 | Columbus | OH | 43213 | PC | General operating support | $3,000 | |
| Ohio Northern University | |||||||
| 525 S Main Street | Ada | OH | 45810 | PC | Scholarship | $1,500 | |
| Ohio University | |||||||
| Office of Student Financial Aid and | Athens | OH | 45701 | PC | Scholarship | $1,500 | Scholarships |
| Ohuddle | |||||||
| 969 1/2 Blachleyville Road | Wooster | OH | 446919749 | PC | General operating support | $7,500 | |
| One Generation Away | |||||||
| 320 Premier Court South Suite 218 | Franklin | TN | 37067 | PC | General operating support | $5,500 | |
| Open Doors Inc aka Open Doors Academy | |||||||
| 1427 E 36th Street Suite 4206A Bldg | Cleveland | OH | 441144170 | PC | General operating support | $1,760 | 42 6th Floor |
| Opera Columbus | |||||||
| 55 E State Street | Columbus | OH | 43215 | PC | General operating support | $2,600 | |
| Orrville United Way Inc | |||||||
| 135 N Main Street | Orrville | OH | 44667 | PC | General operating support | $260 | |
| Otterbein University | |||||||
| Business Office | Westerville | OH | 43081 | PC | Scholarship | $1,500 | |
| Our Community Place | |||||||
| 17 E Johnson Street | Harrisonburg | VA | 22802 | PC | General operating support | $6,500 | |
| Outsupport Inc | |||||||
| PO Box 1728 | Medina | OH | 44258 | PC | General operating support | $890 | |
| Passages Connecting Fathers and Sons Inc | |||||||
| 4600 Carnegie Avenue | Cleveland | OH | 44103 | PC | General operating support | $33,595 | |
| Path Crisis Inc | |||||||
| 201 E Grove Street | Bloomington | IL | 617015258 | PC | General operating support | $9,500 | |
| Pelotonia | |||||||
| 450 W Broad Street | Columbus | OH | 432152760 | PC | General operating support | $7,500 | |
| PGA Tour Inc | |||||||
| 100 PGA Tour Blvd | Ponte Vedra | FL | 320823046 | PC | Akron-Canton Regional Foodbank general operating support | $150,000 | |
| Philabundance | |||||||
| 3616 S Galloway Street | Philadelphia | PA | 191485402 | PC | General operating support | $260 | |
| Philanthropy Ohio | |||||||
| 500 South Front Street Suite 900 | Columbus | OH | 432157628 | PC | Membership | $7,200 | |
| Piqua Parents as Teachers | |||||||
| 215 Looney Road | Piqua | OH | 453564147 | PC | General operating support | $5,500 | |
| Planned Parenthood Federation of America | |||||||
| 123 William Street 10th Floor | New York | NY | 10038 | PC | General operating support | $250 | |
| Pledgeling Foundation | |||||||
| 2261 Market Street Unit 5055 | San Francisco | CA | 94114 | PC | Memorial donation | $50 | |
| Racquet Up Detroit | |||||||
| 6530 West Outer Drive | Detroit | MI | 48235 | PC | General operating support | $7,500 | |
| Reaching Above Hopelessness and Brokenness Ministries Inc | |||||||
| 901 Tuscarawas Street E | Canton | OH | 447073152 | PC | Memorial donation | $51 | |
| Reid Wiley Charitable Foundation Inc | |||||||
| 8621 Lincolnshire Court | Westfield Center | OH | 44251 | PC | General operating support | $1,000 | |
| Replay for Kids | |||||||
| 600 W Sturbridge Drive | Medina | OH | 44256 | PC | General operating support | $1,250 | |
| Rise Against Hunger | |||||||
| 4801 Glenwood Avenue Suite 200 | Raleigh | NC | 276123857 | PC | General operating support | $9,200 | |
| Rotary Camp for Children with Special Needs Inc | |||||||
| 4460 Rex Lake Drive | Akron | OH | 44319 | PC | General operating support | $2,220 | |
| SO Medina County Sports Booster | |||||||
| 4691 Windfall Road | Medina | OH | 442568705 | PC | General operating support | $5,000 | |
| Save Our Children of Elyria Inc | |||||||
| 330 2nd Street | Elyria | OH | 440355534 | PC | General operating support | $8,500 | |
| Second Harvest Food Bank of East Tennessee | |||||||
| 136 Harvest Lane | Maryville | TN | 378013930 | PC | General operating support | $130 | |
| Second Harvest Food Bank of Middle Tennessee | |||||||
| 331 Great Circle Road | Nashville | TN | 37228 | PC | General operating support | $390 | |
| Second Harvest Food Bank of North Central Ohio | |||||||
| 5510 Baumhart Road | Lorain | OH | 44053 | PC | General operating support | $1,430 | |
| Second Harvest Food Bank of Northwest Pennsylvania | |||||||
| 1507 Grimm Drive | Erie | PA | 165011580 | PC | General operating support | $52 | |
| Second Harvest Heartland | |||||||
| 7101 Winnetka Avenue North | Brooklyn Park | MN | 55428 | PC | General operating support | $299 | |
| Seeds of Literacy | |||||||
| 3104 W 25th Street Suite 3 | Cleveland | OH | 441091689 | PC | General operating support | $1,750 | |
| Seville Historical Society Inc | |||||||
| 9791 Hulbert Road | Seville | OH | 44273 | PC | General operating support | $2,500 | |
| Shenango Valley Urban League | |||||||
| 601 Indiana Avenue | Farrell | PA | 161211759 | PC | General operating support | $52 | |
| Shiloh Home Inc | |||||||
| 6588 W Ottawa Avenue | Littleton | CO | 80128 | PC | General operating support | $7,500 | |
| Sister Circle Medina Inc | |||||||
| PO Box 1072 | Medina | OH | 442581072 | PC | Second Annual Juneteenth Celebration 2023 | $2,000 | |
| Smart Development | |||||||
| 3538 W 140th Street | Cleveland | OH | 44111 | PC | General operating support | $75,000 | |
| Southeast Missouri State University | |||||||
| 1 University Plaza | Cape Girardeau | MO | 63701 | PC | Scholarship | $1,500 | |
| Southeastern Pennsylvania Voluntary Organizations Active in Disaster (SEPA | |||||||
| 1441 Laura Lane Suite 100 | Pottstown | PA | 19464 | PC | Disaster Recovery | $50,000 | |
| Spark Medina | |||||||
| 514 S Court Street | Medina | OH | 44256 | PC | Supplies for clients | $229 | |
| St Marys Food Bank Alliance | |||||||
| 2831 N 31st Avenue | Phoenix | AZ | 850091518 | PC | General operating support | $520 | |
| St Peter's Jr High High School | |||||||
| 104 W 1st Street | Mansfield | OH | 44902 | PC | General operating support | $1,000 | |
| St Vincent De Paul | |||||||
| PO Box 1332 | Peru | IN | 469704332 | PC | General operating support | $5,500 | |
| Stand Up For Downs | |||||||
| 3552 Huntington Run Road | Medina | OH | 44256 | PC | General operating support | $3,000 | |
| State of Ohio Cuyahoga County Children and Family Services | |||||||
| 3955 Euclid Avenue 2505 | Cleveland | OH | 44115 | PC | Supplies for clients | $826 | |
| Summa Health aka Summa Foundation | |||||||
| PO Box 2090 | Akron | OH | 443092090 | PC | General operating support | $5,000 | |
| Surety Foundation Incorporated | |||||||
| 1140 19th Street NW Suite 500 | Washington | DC | 200366617 | PC | Surety & Fidelity Industry Intern & Scholarship Program | $10,000 | |
| TC Open Charitable Foundation | |||||||
| 314 Buckingham Drive | Venetia | PA | 153672382 | PC | General operating support | $4,500 | |
| Team NEO Foundation | |||||||
| 1111 Superior Avenue Suite 1600 | Cleveland | OH | 44114 | PC | General operating support | $60,000 | |
| Temple University | |||||||
| 1852 N 10th Street | Philadelphia | PA | 191226023 | PC | Scholarship | $1,500 | |
| The Cheyney Foundation | |||||||
| 1837 University Circle | Cheyney | PA | 193190200 | PC | General operating support | $2,500 | |
| The City Club of Cleveland | |||||||
| 850 Euclid Avenue 2nd Floor | Cleveland | OH | 441143306 | PC | Collections Management needs | $2,750 | |
| The Cocoon Shelter dba The Cocoon | |||||||
| PO Box 1165 | Bowling Green | OH | 43402 | PC | General operating support | $6,500 | |
| The Fair Housing Center | |||||||
| 326 N Erie Street | Toledo | OH | 43604 | PC | General operating support | $10,000 | |
| The Fort Wayne Rescue Mission Ministries Inc | |||||||
| 404 E Washington Blvd | Fort Wayne | IN | 46802 | PC | General operating support | $8,500 | |
| The Grace House in Athens | |||||||
| PO Box 6 | Athens | TN | 37371 | PC | General operating support | $5,500 | |
| The Homeless Charity | |||||||
| PO Box 5258 | Fairlawn | OH | 44333 | PC | General operating support | $250 | |
| The Leukemia and Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | PC | General operating support | $500 | |
| The Luzerne Foundation | |||||||
| 34 South River Street | WilkesBarre | PA | 18702 | PC | Miles for Michael general operating support | $4,500 | |
| The Ohio State University | |||||||
| 2nd Floor Student Academic Services | Columbus | OH | 43210 | PC | Scholarship | $1,500 | Building |
| The Phe'be Foundation | |||||||
| 3401 Enterprise Parkway Suite | Beachwood | OH | 44122 | PC | General operating support | $50,000 | 340-50 |
| The Salvation Army | |||||||
| 440 West Nyack Road | West Nyack | NY | 10994 | PC | Wadsworth Capital Campaign | $7,500 | |
| The Spanish American Committee | |||||||
| 4407 Lorain Avenue | Cleveland | OH | 44113 | PC | General operating support | $95,338 | |
| The University of Akron | |||||||
| 375 E Exchange Street | Akron | OH | 443252603 | PC | General operating support | $4,500 | |
| The University of Akron | |||||||
| 375 E Exchange Street | Akron | OH | 443252603 | PC | 2023-24 Advisory Board Dues | $4,500 | |
| The University of Iowa | |||||||
| 201 S Clinton Street | Iowa City | IA | 52242 | PC | Scholarship | $750 | |
| Toledo Northwestern Ohio Food Bank | |||||||
| 24 East Woodruff Avenue | Toledo | OH | 43604 | PC | General operating support | $260 | |
| Towards Employment Inc | |||||||
| 3301 Street Clair Avenue | Cleveland | OH | 44114 | PC | Holiday Needs | $3,500 | |
| Towards Employment Inc | |||||||
| 3301 Street Clair Avenue | Cleveland | OH | 44114 | PC | General operating support | $2,238 | |
| Towards Employment Inc | |||||||
| 3301 Street Clair Avenue | Cleveland | OH | 44114 | PC | General operating support and Capacity Building | $87,000 | |
| Ubiz Venture Capital | |||||||
| 2930 Prospect Avenue E | Cleveland | OH | 44115 | PC | General operating support | $75,000 | |
| Union Gospel Mission Assoc of St Paul | |||||||
| 376 Western Avenue N | Saint Paul | MN | 55103 | PC | General operating support | $8,500 | |
| United Cerebral Palsy of Greater Cleveland | |||||||
| 10011 Euclid Avenue | Cleveland | OH | 44106 | PC | General operating support | $10,000 | |
| United Rehabilitation Services | |||||||
| 4710 Old Troy Pike | Dayton | OH | 45424 | PC | General operating support | $6,500 | |
| United Way of Bergen County | |||||||
| 6 Forest Avenue Suite 220 | Paramus | NJ | 076525245 | PC | General operating support | $130 | |
| United Way of Central and Northeastern Connecticut | |||||||
| 30 Laurel Street | Hartford | CT | 06106 | PC | General operating support | $1,300 | |
| United Way of Central Ohio | |||||||
| PO Box 951571 | Clevelend | OH | 44193 | PC | General operating support | $1,300 | |
| United Way of Delaware | |||||||
| 625 N Orange Street Floor 3 | Wilmington | DE | 198012247 | PC | General operating support | $7,500 | |
| United Way of Erie County | |||||||
| 650 East Avenue Suite 200 | Erie | PA | 165031535 | PC | General operating support | $52 | |
| United Way of Greater Cleveland | |||||||
| 1331 Euclid Avenue | Cleveland | OH | 44115 | PC | General operating support | $2,440 | |
| United Way of Greater Lorain County Inc | |||||||
| 642 Broadway Avenue | Lorain | OH | 44052 | PC | General operating support | $130 | |
| United Way of Greater Stark County Inc | |||||||
| 401 Market Avenue N Suite 300 | Canton | OH | 44702 | PC | General operating support | $1,560 | |
| United Way of Henry County | |||||||
| 611 North Perry Street | Napoleon | OH | 43545 | PC | General operating support | $5,500 | |
| United Way of Jasper County | |||||||
| 312 1st Avenue W | Newton | IA | 502083724 | PC | General operating support | $7,500 | |
| United Way of Lancaster County | |||||||
| 1910 Harrrington Drive Suite A | Lancaster | PA | 17601 | PC | General operating support | $780 | |
| United Way of North Central Ohio | |||||||
| 125 Executive Drive Suite 100 | Marion | OH | 433026302 | PC | General operating support | $8,020 | |
| United Way of Summit and Medina | |||||||
| 37 North High Street | Akron | OH | 44308 | PC | General operating support | $44,118 | |
| United Way of Summit and Medina | |||||||
| 37 North High Street | Akron | OH | 44308 | PC | Financial Empowerment Center | $55,000 | |
| United Way of Sumner County | |||||||
| 1531 Hunt Club Boulevard | Gallatin | TN | 37066 | PC | General operating support | $390 | |
| United Way of the Greater Lehigh Valley | |||||||
| 1110 American Parkway NE Suite | Allentown | PA | 181099117 | PC | General operating support | $240 | F-120 |
| United Way of the National Capital Area | |||||||
| 8614 Westwood Center Drive Suite | Vienna | VA | 22182 | PC | General operating support | $646 | 300 |
| United Way of Wayne and Holmes Counties Inc | |||||||
| 215 South Walnut Street | Wooster | OH | 44691 | PC | General operating support | $2,500 | |
| United Way of York County | |||||||
| 140 East Market Street | York | PA | 17401 | PC | General operating support | $780 | |
| United Way Services of Northern Columbiana County | |||||||
| 210 E State Street | Salem | OH | 444602855 | PC | East Palestine support | $7,500 | |
| Urban League of Greater Cleveland | |||||||
| 2930 Prospect Avenue | Cleveland | OH | 441152608 | PC | General operating support | $4,320 | |
| Urban League of Kansas Inc | |||||||
| 2418 E 9th Street N | Wichita | KS | 672143150 | PC | General operating support | $300 | |
| Urban League of Middle Tennessee | |||||||
| 50 Vantage Way Suite 201 | Nashville | TN | 37228 | PC | General operating support | $3,120 | |
| Urban League of Philadelphia | |||||||
| 1500 John F Kennedy Blvd Suite 1910 | Philadelphia | PA | 19102 | PC | General operating support | $910 | |
| Visit Wabash County | |||||||
| 221 S Miami Street | Wabash | IN | 469923131 | PC | Disaster Recovery | $7,500 | |
| Wadsworth Area Historical Society | |||||||
| 161 High Street | Wadsworth | OH | 442811860 | PC | General operating support | $5,000 | |
| Walter Kidder Parent Teacher Guild | |||||||
| 3650 Grafton Road | Brunswick | OH | 442121804 | PC | General operating support | $500 | |
| Wanda Joyce Robinson Foundation Inc | |||||||
| 100 Consumer Lane | Frankfort | KY | 406019276 | PC | General operating support | $9,500 | |
| Wapakoneta Family Young Men's Christian Association | |||||||
| 1100 Defiance Street | Wapakoneta | OH | 458951022 | PC | General operating support | $4,500 | |
| Wayne State University | |||||||
| 42 W Warren Avenue | Detroit | MI | 48202 | PC | Scholarship | $3,000 | |
| Webster City Daycare Center | |||||||
| 1317 Beach Street | Webster City | IA | 50595 | PC | General operating support | $5,500 | |
| Western Reserve Historical Society | |||||||
| 10825 East Blvd | Cleveland | OH | 441061703 | PC | Collections Management needs | $25,000 | |
| Westfield Fire and Rescue | |||||||
| 8515 Virginia Drive | Westfield Center | OH | 44251 | PC | Capacity Needs | $27,000 | |
| Westfield Historical Society | |||||||
| PO Box 158 | Westfield Center | OH | 44251 | PC | Collections Management needs | $25,000 | |
| Woosaa Wellness Inc | |||||||
| 216 E 6th Street Floor 3B | New York | NY | 10003 | PC | General operating support | $2,500 | |
| Worth the Wait | |||||||
| 6347 Lake Trail Drive | Westerville | OH | 430828766 | PC | General operating support | $4,500 | |
| Wyoming County United Way | |||||||
| PO Box 399 | Tunkhannock | PA | 186570399 | PC | General operating support | $6,500 | |
| Youth Opportunities Unlimited (YOU) | |||||||
| 1228 Euclid Avenue Suite 200 | Cleveland | OH | 44115 | PC | General operating support | $79,640 | |
| YWCA Carlisle & Cumberland County | |||||||
| 301 G Street | Carlisle | PA | 17013 | PC | General operating support | $4,500 | |
| YWCA Greater Cleveland | |||||||
| 4019 Prospect Avenue | Cleveland | OH | 44103 | PC | General operating support | $11,660 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,211,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Friends of Medina County Parks Inc | ||||||
| 6364 Deerview Lane | Medina | OH | 442568008 | PC | Capital Campaign support | $50,000 |
| PGA Tour Inc | ||||||
| 100 PGA Tour Blvd | Ponte Vedra | FL | 320823046 | PC | Akron-Canton Regional Foodbank general operating support | $200,000 |
| Smart Development | ||||||
| 3538 W 140th Street | Cleveland | OH | 44111 | PC | General operating support | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $325,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $651,422 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,862,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,513,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,513,631 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General does not require nor will it accept a copy of Form 990-PF. The required Ohio Annual Report has been filed by the foundation. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1 ETF | $1,105,704 | $1,105,704 |
| ISHARES - MSCI EAFE IDX FD | $2,531,157 | $2,531,157 |
| ISHARES - RUSSELL MIDCAP VALUE | $3,420,321 | $3,420,321 |
| ISHARES - RUSSLE MIDCAP GROWTH | $2,453,139 | $2,453,139 |
| ISHARES - RUSSELL 1000 VALUE | $3,624,098 | $3,624,098 |
| ISHARES - S&P SMALLCAP 600 VAL | $3,016,859 | $3,016,859 |
| ISHARES - S&P SMALLCAP 600 GRO | $2,042,785 | $2,042,785 |
| VANGUARD - EMERGING MKT ETF | $1,578,404 | $1,578,404 |
| ISHARES - RUSSELL 1000 GROWTH | $3,045,646 | $3,045,646 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,158,581 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,158,581 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GP PARTNERS SMF III, LP | AT COST | $5,126,857 | $5,126,857 |
| PACIFIC PVT EQTY OPP FD II, LP | AT COST | $1,732,457 | $1,732,457 |
| CDA Opportunity CLE Loan Fund, LLC | AT COST | $10,000 | $10,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Custodial Fees | CategoryTxt |
| Legal Fees | $2,754 | LegalFeesAmt |
| Net Investment Income | $2,754 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Income | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $583 | EOYBookValueAmt |
| EOYFMV | $583 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $300 | $0 | $300 |
| Bank Fees | $1,109 | $1,109 | $0 |
| Regulatory Fees | $200 | $0 | $200 |
| Office Expenses | $1,199 | $0 | $1,199 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Goldpoint Ptrs Select Manager Fund III | $0 | $88,477 | $0 |
| Goldpoint Ptrs Select Manager Fund III AIV | $0 | $1,934 | $0 |
| Pacific Private Equity Opps Fund II | $0 | $98,509 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain | Desc |
| Amt | $2,178,847 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Ohio Farmers | Desc |
| BOY Book Value | $51,097 | BOYBookValueAmt |
| EOY Book Value | $42,645 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting Fees | CategoryTxt |
| Amt | $132,814 | Amt |
| Net Investment Income | $130,764 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $26,167 | $0 | $26,167 |
| Federal Taxes | $60,490 | $0 | $0 |