WESTFIELD INSURANCE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTFIELD INSURANCE FOUNDATION (EIN 20-3816760)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-27
- IRS object ID
- 202303009349100515
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-27T11:23:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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) |
|---|---|---|
| In Care Of | % WESTFIELD | InCareOfNm |
| 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 Center | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Keith Corbin II | PersonNm |
| Person Title | Corporate Tax Leader | PersonTitleTxt |
| Phone | 3308878431 | PhoneNum |
| Signature | 2023-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Keith | PersonFirstNm |
| Person Last | Corbin II | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Preparation | 2023-10-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,377,749 | 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 | $677,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $615,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,778,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,732,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,531,989 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,477 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,455,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,162,977 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $358,179 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $358,179 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $67,243 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,243 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,778 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,778 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $128,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $128,432 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $24,727 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,020 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $36,960 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $36,960 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,131 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,131 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,943 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $750,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $516,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,218,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,165,277 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,969,596 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,681,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,513,858 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,031,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,476 | CashBOYAmt |
| Cash EOY | $124,316 | CashEOYAmt |
| Cash EOYFMV | $124,316 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $865,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $593,668 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $593,668 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,413,239 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,262,212 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,262,212 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,010,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,929,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,929,746 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,578,870 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,467,807 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,467,807 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,488 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,931,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,377,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,377,749 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,196 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,210 | AccountsPayableEOYAmt |
| Grants Payable BOY | $501,171 | GrantsPayableBOYAmt |
| Grants Payable EOY | $597,327 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $45,594 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $51,097 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $569,961 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $656,634 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $42,361,823 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,721,115 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,361,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,721,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,931,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,377,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,361,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,513,858 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,847,965 | SubtotalAmt |
| Other Decreases | $6,126,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,721,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LT CAPITAL GAINS - COVERED | $999,366 | $652,458 | $346,908 | $346,908 |
| ST CAP GAIN ON GOLDPOINT PARTNERS SELECT MANAGER FUND III LP | $39,743 | $39,743 | $39,743 | |
| ST CAP GAIN ON GOLDPOINT PARTNERS SELECT MANAGER FUND III AIV LP | $640 | -$640 | -$640 | |
| ST CAP GAIN ON PACIFIC PRIVATE EQUITY OPPORTUNITIES FUND II LP | $1,724 | $1,724 | $1,724 | |
| LT CAP GAIN ON GOLDPOINT PARTNERS SELECT MANAGER FUND III LP | $900,590 | $900,590 | $900,590 | |
| LT CAP GAIN ON GOLDPOINT PARTNERS SELECT MANAGER FUND III AIV LP | $21,988 | $21,988 | $21,988 | |
| LT CAP GAIN ON PACIFIC PRIVATE EQUITY OPPORTUNITIES FUND II LP | $221,676 | $221,676 | $221,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,531,989 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,233 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,233 | SubtotalAmt |
| Tax Based On Investment Income | $28,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $58,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $29,767 | OverpaymentAmt |
| Applied To ES Tax | $29,767 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 Center | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 | 0.5 | $0 | $0 | $0 |
| Edward Largent | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.5 | $0 | $0 | $0 |
| Jani Groza | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 15.0 | $0 | $0 | $0 |
| Frank Carrino | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 1.0 | $0 | $0 | $0 |
| Stuart Rosenberg | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| James Merz | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director (THRU 5/22) | 0.25 | $0 | $0 | $0 |
| Michael Prandi | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director (THRU 5/22) | 0.25 | $0 | $0 | $0 |
| Craig Welsh | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director (THRU 5/22) | 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 (Beg 11/22) | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,708,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,948,610 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,948,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $569,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,379,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,868,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,868,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,233 | TotalTaxAmt |
| Distributable Before Adj | $1,840,736 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,840,736 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,840,736 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,681,460 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,681,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,840,736 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,088,271 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,171,217 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,412,240 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,499,927 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,806,816 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,978,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,681,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,840,736 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,840,724 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,819,195 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,088,271 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,730,924 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,171,217 | ExcessFromYear4Amt |
| Excess From Year3 | $1,412,240 | ExcessFromYear3Amt |
| Excess From Year2 | $2,499,927 | ExcessFromYear2Amt |
| Excess From Year1 | $1,806,816 | ExcessFromYear1Amt |
| Excess From Current Year | $1,840,724 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
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 Email Address | janigroza@westfieldgrp.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 CONTRIBUTIONS ACCORDING TO APPLICABLE IRC CODE SECTIONS AND VERIFICATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (317 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS Inc | |||||||
| 230 W Market Street | Akron | OH | 44303 | Unrelated | PC | Fundraiser | $500 |
| ADAPTIVE SPORTS PROGRAM OF OHIO | |||||||
| 2148 EAGLE PASS STE C | WOOSTER | OH | 446915357 | Unrelated | PC | Diversity, equity and inclusion | $4,000 |
| Akron Urban League | |||||||
| 440 Vernon Odom | Akron | OH | 44307 | Unrelated | PC | Employee Match, Family Stability, General Donation | $30,847 |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 443072234 | Unrelated | PC | General Donation, Fundraiser, Family Stability, Employee Match | $47,620 |
| Alzheimer's Disease and Related Disorders Associat | |||||||
| 225 N Michigan Ave 17th Fl | Chicago | IL | 60601 | Unrelated | PC | Memorial donation | $76 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 3380 Chastain Meadows Pkwy NW Suit | Kennesaw | GA | 30144 | Unrelated | PC | Employee Match, Fundraiser | $31,028 |
| American Heart Association (national) | |||||||
| 1375 E 9 ST 600 | Cleveland | OH | 44114 | Unrelated | PC | Employee Match | $11,820 |
| American Institute for Chartered Property Casualty | |||||||
| 720 Providence Road | Malvern | PA | 19355 | Unrelated | PC | Institutes Development Fund | $15,000 |
| American Red Cross of Northeast Ohio | |||||||
| 3747 Euclid Avenue | Cleveland | OH | 44115 | Unrelated | PC | Safety | $76,050 |
| Anoka Community Mission | |||||||
| 440 PIERCE STREET Ste 200 | ANOKA | MN | 553031779 | Unrelated | PC | Family Stability | $5,000 |
| Arts Holding Hands and Hearts Inc | |||||||
| 805 NATHAN HALE DR | WEST CHESTER | PA | 193827053 | Unrelated | PC | Family Stability | $6,500 |
| Asian Services in Action (ASIA) | |||||||
| 370 E MARKET ST | AKRON | OH | 443041526 | Unrelated | PC | Family Stability | $8,500 |
| Atlanta Community Food Bank | |||||||
| 3400 North Desert Dr | Atlanta | GA | 30344 | Unrelated | PC | Family Stability, Employee Match | $805 |
| Atlanta Wealth Building Initiative | |||||||
| 504 FAIR ST SW | ATLANTA | GA | 303131206 | Unrelated | PC | Support of Minority-owned Businesses | $100,000 |
| Autism Society | |||||||
| 6110 Executive Boulevard Suite 305 | Rockville | MD | 20852 | Unrelated | PC | General Donation, Diversity, equity and inclusion | $20,500 |
| Battered Women's Shelter | |||||||
| 974 E MARKET ST | AKRON | OH | 443052445 | Unrelated | PC | Diversity, equity and inclusion, General Donation | $750 |
| Best Christmas Ever Inc | |||||||
| PO Box 439 | Cloquet | MN | 55720 | Unrelated | PC | Family Stability | $5,000 |
| Bethany House Abuse Shelter Inc | |||||||
| PO BOX 864 | SOMERSET | KY | 425020864 | Unrelated | PC | Family Stability | $5,000 |
| Bittersweet Inc | |||||||
| 12660 ARCHBOLD WHITEHOUSE RD | Whitehouse | OH | 43571 | Unrelated | PC | Family Stability | $5,000 |
| BLACK PROFESSIONAL ASSOCIATION CHARITABLE FOUNDATI | |||||||
| 11327 Shaker Blvd Suite 400 | CLEVELAND | OH | 44104 | Unrelated | PC | Diversity, equity and inclusion | $250 |
| Boston College | |||||||
| 140 Commonwealth Ave | Chestnut Hill | MA | 02467 | Unrelated | PC | Membership | $6,000 |
| Bowling Green State University Foundation Inc | |||||||
| Mileti Alumni Center | Bowling Green | OH | 43403 | Unrelated | PC | Industry Support | $5,000 |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 303093506 | Unrelated | PC | Memorial donation | $76 |
| Boys & Girls Clubs of Greater Augusta | |||||||
| 624 Chafee Avenue | Augusta | GA | 30904 | Unrelated | PC | Family Stability | $8,500 |
| BOYS & GIRLS CLUBS OF NORTHEAST OHIO | |||||||
| Attn Grace Marras 6114 Broadway Av | Cleveland | OH | 44127 | Unrelated | PC | Fundraiser | $2,607 |
| Boys & Girls Clubs of Tampa Bay | |||||||
| 1307 N MACDILL AVE | TAMPA | FL | 336075155 | Unrelated | PC | Family Stability | $5,000 |
| Boys & Girls Clubs of the Pee Dee Area | |||||||
| PO BOX 93 | FLORENCE | SC | 295030093 | Unrelated | PC | Family Stability | $5,000 |
| Brent Eley Foundation | |||||||
| 11980 E 16TH AVE | AURORA | CO | 800102704 | Unrelated | PC | Family Stability | $4,500 |
| Business Volunteers Unlimited | |||||||
| 1300 East 9th Street 1220 | Cleveland | OH | 44114 | Unrelated | PC | Membership | $2,800 |
| Catholic Charities Diocese of Cleveland | |||||||
| 1404 E Ninth St 8th Floor | Cleveland | OH | 44114 | Unrelated | PC | General Donation | $250 |
| CEDAR CREEK COMMUNITY CHURCH | |||||||
| Attn Finance Dept 29129 Lime City | Perrysburg | OH | 43551 | Unrelated | PC | Dollars for Doers | $950 |
| CEDAR VALLEY HUMANE SOCIETY | |||||||
| 7411 MOUNT VERNON RD SE | CEDAR RAPIDS | IA | 524037131 | Unrelated | PC | Memorial donation | $76 |
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||
| One Thomas Circle NW Suite 700 | WASHINGTON | DC | 20005 | Unrelated | PC | Disaster Recovery, Atlantic Hurricane Season Recovery | $297,300 |
| Center for Family Services In | |||||||
| 213 W CENTER ST | MEADVILLE | PA | 163353406 | Unrelated | PC | Family Stability | $8,500 |
| CENTRAL CROSSING COMETS ATHLETIC BOOSTER CLUB IN | |||||||
| 4500 BIG RUN SOUTH RD | GROVE CITY | OH | 431239687 | Unrelated | PC | Memorial donation | $50 |
| CENTRAL ILLINOIS MEMORIAL KIDNEY FUND | |||||||
| PO Box 235 | Morton | IL | 61550 | Unrelated | PC | Dollars for Doers | $500 |
| Central Pennsylvania Food Bank | |||||||
| 3908 Corey Road | Harrisburg | PA | 17109 | Unrelated | PC | Employee Match, Family Stability | $1,759 |
| Chagrin Valley Jaycees Charitable Foundation | |||||||
| PO BOX 522 | CHAGRIN FALLS | OH | 440220522 | Unrelated | PC | Family Stability | $3,500 |
| Chaldean Community Foundation | |||||||
| 3601 15 MILE RD | STERLING HTS | MI | 483105356 | Unrelated | PC | Family Stability | $8,500 |
| CHATTANOOGA AREA FOOD BANK INC | |||||||
| 2009 CURTAIN POLE RD | CHATTANOOGA | TN | 374062306 | Unrelated | PC | Family Stability | $25 |
| CHICAGO URBAN LEAGUE | |||||||
| 4510 S Michigan Ave | CHICAGO | IL | 60653 | Unrelated | PC | Support of Minority-owned Businesses | $15 |
| CHN Housing Partners | |||||||
| 2999 Payne Avenue | Cleveland | OH | 44114 | Unrelated | PC | Family Stability | $85,000 |
| Church of the Holy Angels | |||||||
| 18205 Chillicothe Road | Chagrin Falls | OH | 44023 | Unrelated | PC | Memorial donation | $75 |
| Cincinnati Union Bethel | |||||||
| 2401 Reading Road | Cincinnati | OH | 45202 | Unrelated | PC | Family Stability | $6,500 |
| Circles of Grant County | |||||||
| 1240 S ADAMS ST | MARION | IN | 469532327 | Unrelated | PC | Family Stability | $6,500 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE FL 3 | NEW YORK | NY | 100176603 | Unrelated | PC | General Donation | $250 |
| Clare of Assisi House | |||||||
| 325 S 12TH ST | READING | PA | 196022021 | Unrelated | PC | Family Stability | $6,500 |
| Cleveland Leadership Center | |||||||
| PO Box 23613 | Cleveland | OH | 44023 | Unrelated | PC | General Donation | $17,000 |
| CLEVELAND SOCIETY FOR HUMAN RESOURCE MANAGEMENT FO | |||||||
| PO BOX 565 | North Olmsted | OH | 44070 | Unrelated | PC | Diversity, equity and inclusion | $250 |
| Cleveland State University Foundation | |||||||
| 2121 Euclid Avenue UN 501 | Cleveland | OH | 44115 | Unrelated | PC | Diversity, equity and inclusion | $2,500 |
| Cloverleaf Local School District | |||||||
| 8525 Friendsville Rd | Lodi | OH | 44254 | Unrelated | PC | Safety, Experience-based Learning | $25,000 |
| Coastal Georgia Area Community Action Authority I | |||||||
| PO Box 2016 | Brunswick | GA | 31521 | Unrelated | PC | Family Stability | $8,500 |
| College Now Greater Cleveland | |||||||
| 1500 West 3rd Street Suite 125 | Cleveland | OH | 44113 | Unrelated | PC | Family Stability | $83,625 |
| COLUMBUS URBAN LEAGUE | |||||||
| 788 MOUNT VERNON AVE | COLUMBUS | OH | 432031408 | Unrelated | PC | Employee Match, Support of Minority-owned Businesses | $2,295 |
| Communities In Schools of Eastern Pennsylvania | |||||||
| 739 N 12TH ST | ALLENTOWN | PA | 181021335 | Unrelated | PC | Family Stability | $6,500 |
| Community Action Partnership of Lancaster County | |||||||
| 601 S Queen Street | Lancaster | PA | 17603 | Unrelated | PC | Family Stability | $8,500 |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 064921929 | Unrelated | PC | Employee Match | $1,300 |
| Council on Foundations | |||||||
| 2121 Crystal Drive Ste 700 | Arlington | VA | 22202 | Unrelated | PC | Membership, General Donation | $10,000 |
| County Forward Fund Inc | |||||||
| 144 N BROADWAY ST | MEDINA | OH | 442561974 | Unrelated | PC | Family Stability | $12,500 |
| CROSSED PAWS ANIMAL SHELTER | |||||||
| 41383 STONEHOUSE RD | WOODSFIELD | OH | 437939268 | Unrelated | PC | Memorial donation | $75 |
| Cumberland University | |||||||
| 1 Cumberland Square | Lebanon | TN | 37087 | Unrelated | PC | Family Stability | $5,000 |
| Cuyahoga Community College Foundation | |||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 441152833 | Unrelated | PC | Family Stability | $45,000 |
| Deb and Jeff Hansen Foundation | |||||||
| 5034 Grand Ridge Drive | West Des Moines | IA | 50265 | Unrelated | PC | Family Stability | $5,000 |
| Desire Street Ministries | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 303185045 | Unrelated | PC | Family Stability | $6,500 |
| Dickson County Jail Chaplaincy | |||||||
| PO Box 557 | Charlotte | TN | 37036 | Unrelated | PC | Family Stability | $6,500 |
| Discovery Place Inc | |||||||
| 1635 SPENCER MILL RD | BURNS | TN | 370295221 | Unrelated | PC | Family Stability | $6,500 |
| ECONOMIC GROWTH FOUNDATION | |||||||
| 1240 HURON RD E STE 300 | CLEVELAND | OH | 441151722 | Unrelated | PC | Economic Development | $6,500 |
| Ehrbar Angels Foundation | |||||||
| 11218 Essex Cir | North Royalton | OH | 44133 | Unrelated | PC | Fundraiser | $750 |
| Empowering and Strengthening Ohio's People (ESOP) | |||||||
| 11890 Fairhill Rd | Cleveland | OH | 441201053 | Unrelated | PC | Family Stability | $30,000 |
| Encompass Adoptees | |||||||
| 122 S TERRACE AVE | COLUMBUS | OH | 432043248 | Unrelated | PC | Family Stability | $3,500 |
| Ethnic Minorities of Burma Advocacy & Resource Cen | |||||||
| 2309 Euclid Ave | Des Moines | IA | 50310 | Unrelated | PC | Family Stability | $8,500 |
| FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION | |||||||
| 8111 QUINCY AVE SUITE 100 | CLEVELAND | OH | 441042125 | Unrelated | PC | Family Stability | $40,000 |
| Family Connection Inc | |||||||
| PO BOX 257 | MT STERLING | KY | 403530257 | Unrelated | PC | Family Stability | $5,000 |
| FAMILY FOUNDATION FUND INC | |||||||
| PO BOX 292724 | NASHVILLE | TN | 372292724 | Unrelated | PC | Memorial donation | $75 |
| Family Promise of Greater Cleveland | |||||||
| 3470 E 152ND ST | Cleveland | OH | 44120 | Unrelated | PC | Family Stability | $8,500 |
| FEEDING AMERICA WEST MICHIGAN | |||||||
| 1950 Waldorf St NW 10B | Grand Rapids | MI | 49544 | Unrelated | PC | Family Stability | $25 |
| Feeding Medina County | |||||||
| 650 W Smith Road C-8 | Medina | OH | 44256 | Unrelated | PC | Fundraiser, Family Stability | $9,860 |
| FOOD FINDERS FOOD BANK INC | |||||||
| 1204 GREENBUSH ST | LAFAYETTE | IN | 479042065 | Unrelated | PC | Family Stability | $25 |
| Foodbank of Northeast Georgia | |||||||
| 861 Newton Bridge Rd PO Box 48857 | Athens | GA | 30604 | Unrelated | PC | Employee Match | $26 |
| Forbes House - The Lake County Committee on Family | |||||||
| PO BOX 702 | PAINESVILLE | OH | 440770702 | Unrelated | PC | Family Stability | $3,500 |
| ForeverDads | |||||||
| 109 MADISON ST | ZANESVILLE | OH | 437014956 | Unrelated | PC | Family Stability | $6,500 |
| FORT WAYNE URBAN LEAGUE INC | |||||||
| 2135 S HANNA ST | FORT WAYNE | IN | 468032401 | Unrelated | PC | Support of Minority-owned Businesses | $30 |
| Freestore Foodbank Inc | |||||||
| 1141 Central Parkway | Cincinnati | OH | 45202 | Unrelated | PC | Employee Match | $3,000 |
| Friends of Foster Kids | |||||||
| 55196 Meadow Ridge Court | Shelby Township | MI | 48316 | Unrelated | PC | Family Stability | $5,000 |
| Fund for Our Economic Future | |||||||
| 4415 Euclid Avenue Suite 203 | Cleveland | OH | 44103 | Unrelated | PC | Economic Development | $40,000 |
| FURNITURE BANK OF CENTRAL OHIO | |||||||
| 118 S YALE AVE | COLUMBUS | OH | 432221369 | Unrelated | PC | General Donation | $5,000 |
| FUTURO INC | |||||||
| 2005 WINTERGREEN WAY | MOUNT JULIET | TN | 371223954 | Unrelated | PC | Diversity, equity and inclusion | $500 |
| Gamma Iota Sigma | |||||||
| PO Box 1744 | Powell | OH | 43065 | Unrelated | PC | Industry Support, Scholarship | $20,000 |
| GCSAA FOUNDATION | |||||||
| 1421 RESEARCH PARK DR | LAWRENCE | KS | 660493858 | Unrelated | PC | Diversity, equity and inclusion | $5,000 |
| Girl Scouts of North East Ohio | |||||||
| One Girl Scout Way | Macedonia | OH | 44056 | Unrelated | PC | Dollars for Doers | $1,000 |
| GIRLS GIVE BACK | |||||||
| 196 FAIRFIELD RD | AVON LAKE | OH | 440121412 | Unrelated | PC | Dollars for Doers | $500 |
| Gleaners Food Bank of Indiana Inc | |||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | Unrelated | PC | Family Stability | $50 |
| Golden Girl Inc | |||||||
| PO BOX 876 | CEREDO | WV | 255070876 | Unrelated | PC | Family Stability | $6,500 |
| GOOD SAMARITAN HUNGER CENTER INC | |||||||
| PO BOX 5753 | AKRON | OH | 443725753 | Unrelated | PC | General Donation | $250 |
| GOODWILL INDUSTRIES OF CENTRAL OHIO INC | |||||||
| 671 South High Street 800 | COLUMBUS | OH | 43206 | Unrelated | PC | Fundraiser | $2,170 |
| Grace United Church of Christ of Loyal Oak | |||||||
| 3285 Cleveland Massillon Road | Norton | OH | 44203 | Unrelated | PC | Memorial donation | $50 |
| Great Lakes Science Center | |||||||
| 601 Erieside Avenue | Cleveland | OH | 44114 | Unrelated | PC | General Donation | $250 |
| Greater Cleveland Food Bank Inc | |||||||
| 13815 Coit Rd | Cleveland | OH | 44110 | Unrelated | PC | Employee Match, Family Stability | $3,215 |
| GREATER CLEVELAND SPORTS COMMISSION | |||||||
| 334 EUCLID AVE STE 100 | CLEVELAND | OH | 441142207 | Unrelated | PC | Fundraiser, General Donation | $56,103 |
| Greater Pittsburgh Community Food Bank | |||||||
| 1 N Linden Street | Duquesne | PA | 15110 | Unrelated | PC | Family Stability | $50 |
| Greater Stark County Urban League | |||||||
| PO BOX 9463 | CANTON | OH | 44711 | Unrelated | PC | Employee Match, Family Stability | $193 |
| Habitat for Humanity of Henderson Kentucky Inc | |||||||
| 1030 3RD ST | HENDERSON | KY | 424203040 | Unrelated | PC | Family Stability | $5,000 |
| Habitat for Humanity of Medina County | |||||||
| 620 E Smith Road E-6A | Medina | OH | 44256 | Unrelated | PC | General Donation | $600 |
| Habitat for Humanity of Ohio | |||||||
| 88 E Broad Street Suite 1800 | Columbus | OH | 43215 | Unrelated | PC | Fundraiser | $7,500 |
| Hand-Up Inc | |||||||
| 343 South Wall Street | Calhoun | GA | 30701 | Unrelated | PC | Family Stability | $5,000 |
| Harbor | |||||||
| 3909 WOODLEY ROAD | TOLEDO | OH | 436061169 | Unrelated | PC | Family Stability | $5,000 |
| HARVEST HOPE FOOD BANK | |||||||
| PO Box 451 | COLUMBIA | SC | 29202 | Unrelated | PC | Family Stability | $50 |
| Health Federation of Philadelphia | |||||||
| 123 S BROAD ST STE 650 | PHILADELPHIA | PA | 191091013 | Unrelated | PC | Family Stability | $5,000 |
| Heart of Unlimited Boundaries Inc | |||||||
| 308 REYNOLDS RD | WEST LIBERTY | OH | 433577505 | Unrelated | PC | Family Stability | $5,000 |
| Helping Harvest | |||||||
| 117 MORGAN DR | READING | PA | 196081755 | Unrelated | PC | Family Stability | $50 |
| HERITAGE OHIO INC | |||||||
| 800 E 17TH AVE | COLUMBUS | OH | 432112474 | Unrelated | PC | General Donation | $5,000 |
| HETRICK-MARTIN INSTITUTE INC | |||||||
| 2 ASTOR PLACE Fl 3 | NEW YORK | NY | 10003 | Unrelated | PC | General Donation, Fundraiser | $2,200 |
| Holmes County Ohio Veteran Services | |||||||
| 75 E Clinton St Ste 104 | Millersburg | OH | 44654 | Unrelated | PC | Memorial donation | $50 |
| Hope Distributed CDC | |||||||
| 1869 Boyers Road | Harrisonburg | VA | 22801 | Unrelated | PC | Family Stability | $5,000 |
| Hope for Her Florida Inc | |||||||
| 140 Yarbrough Road | Brandon | FL | 33510 | Unrelated | PC | Family Stability | $6,500 |
| HOPE RECOVERY COMMUNITY INC | |||||||
| 200 HIGHLAND DR | MEDINA | OH | 442563119 | Unrelated | PC | General Donation | $500 |
| Hospice of the Western Reserve Inc | |||||||
| 17876 St Clair Ave | Cleveland | OH | 44110 | Unrelated | PC | Memorial donation | $76 |
| House of Hope Inc | |||||||
| PO Box 291 | Mankato | MN | 560020291 | Unrelated | PC | Family Stability | $5,000 |
| Housing Research and Advocacy Center | |||||||
| 2728 Euclid Avenue Suite 200 | Cleveland | OH | 44115 | Unrelated | PC | Fair Housing | $10,000 |
| Howard Hanna Children's Free Care Fund | |||||||
| 119 Gamma Dr | Pittsburgh | PA | 15238 | Unrelated | PC | Family Stability | $5,000 |
| ideastream | |||||||
| 1375 Euclid Avenue | Cleveland | OH | 44115 | Unrelated | PC | General Donation | $20,000 |
| Indiana University | |||||||
| Office of the Bursar Poplars Build | Bloomington | IN | 474051223 | Unrelated | PC | Scholarship | $750 |
| INDIANAPOLIS URBAN LEAGUE INC | |||||||
| 777 INDIANA AVE | INDIANAPOLIS | IN | 462023101 | Unrelated | PC | Support of Minority-owned Businesses | $15 |
| Insurance Industry Charitable Foundation Inc | |||||||
| 1999 Avenue of the Stars Suite 110 | Los Angeles | CA | 90067 | Unrelated | PC | Fundraiser, General Donation | $9,350 |
| InVEST | |||||||
| 127 South Peyton Street | Alexandria | VA | 22314 | Unrelated | PC | Industry Support | $20,000 |
| JDRF International | |||||||
| 200 VESSEY ST 28 FL | NEW YORK | NY | 10281 | Unrelated | PC | Memorial donation | $51 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| Attn Kimmel Cancer Center PO Box 4 | BALTIMORE | MD | 212979143 | Unrelated | PC | Memorial donation | $76 |
| Judi's House | |||||||
| 1741 Gaylord St | Denver | CO | 80206 | Unrelated | PC | Fundraiser | $3,325 |
| Juniors House Inc | |||||||
| PO BOX 1062 | FAYETTEVILLE | TN | 373341062 | Unrelated | PC | Family Stability | $5,000 |
| KAITLYN ECKELBERRY MEMORIAL FUND | |||||||
| 3924 CLEVELAND AVE NW | CANTON | OH | 447092387 | Unrelated | PC | General Donation | $530 |
| Keeping Kids Safe Inc | |||||||
| 417 N MAIN ST | FINDLAY | OH | 458403541 | Unrelated | PC | Family Stability | $5,000 |
| KINDRED AT HOME FOUNDATION INC | |||||||
| 3350 RIVERWOOD PKWY SE STE 1400 | ATLANTA | GA | 303393314 | Unrelated | PC | Memorial donation | $75 |
| LAS VEGAS-CLARK COUNTY URBAN LEAGUE CAA | |||||||
| 2470 N DECATUR BLVD STE 150 | LAS VEGAS | NV | 891082987 | Unrelated | PC | Support of Minority-owned Businesses | $15 |
| Le Sueur Fire Department | |||||||
| 950 Kingsway Dr | Le Sueur | MN | 56058 | Unrelated | PC | Safety | $3,500 |
| Leadership Medina County | |||||||
| 6300 Technology Lane | Medina | OH | 44256 | Unrelated | PC | General Donation | $15,000 |
| LEE INITIATIVE INC | |||||||
| 613 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | Unrelated | PC | Disaster Recovery | $50,000 |
| LeRoy United Methodist Church | |||||||
| PO Box 327 7 Park Circle | Westfield Center | OH | 44251 | Unrelated | PC | General Donation | $360 |
| Leukemia & Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | Unrelated | PC | Dollars for Doers | $1,000 |
| Levelyn Trade Academy Inc | |||||||
| 9745 Mangham Dr | Cincinnati | OH | 45215 | Unrelated | PC | Family Stability | $8,500 |
| Life Remodeled | |||||||
| 2470 Collingwood St | Detroit | MI | 48206 | Unrelated | PC | Family Stability | $8,500 |
| Little City Foundation | |||||||
| 1760 W Algonquin Road | Palatine | IL | 60067 | Unrelated | PC | Family Stability | $5,000 |
| Little Heroes League - Iowa Branch | |||||||
| 4044 N Lincoln Ave 149 | Chicago | IL | 60618 | Unrelated | PC | Family Stability | $6,500 |
| LORAIN COUNTY URBAN LEAGUE INC | |||||||
| 200 Middle Ave Suite 200 | ELYRIA | OH | 44035 | Unrelated | PC | Support of Minority-owned Businesses | $120 |
| LORD'S PANTRY OF DOWNINGTOWN | |||||||
| 141 E LANCASTER AVE | DOWNINGTOWN | PA | 193352917 | Unrelated | PC | Memorial donation, Disaster Recovery | $8,576 |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 W BROADWAY | LOUISVILLE | KY | 402033515 | Unrelated | PC | Support of Minority-owned Businesses | $75 |
| LOVE AKRON | |||||||
| 54 E MILL ST STE 302 | AKRON | OH | 443081438 | Unrelated | PC | Fundraiser | $2,122 |
| Love Our Community Inc | |||||||
| 2470 Findlay Circle NW | Uniontown | OH | 44685 | Unrelated | PC | Family Stability | $8,500 |
| Lynch Family Foundation Ltd | |||||||
| PO Box 44 | Waucoma | IA | 52171 | Unrelated | PC | Fundraiser | $5,000 |
| Main Street Medina | |||||||
| 39 Public Square Suite 305 | Medina | OH | 44256 | Unrelated | PC | Membership | $1,000 |
| MAIN STREET WOOSTER INC | |||||||
| 377 W LIBERTY ST | WOOSTER | OH | 446914852 | Unrelated | PC | Dollars for Doers | $260 |
| Make-A-Wish Foundation of Michigan | |||||||
| 7600 GRAND RIVER RD STE 175 | BRIGHTON | MI | 481147712 | Unrelated | PC | Family Stability | $5,000 |
| Manna - The Durango Soup Kitchen | |||||||
| PO BOX 1196 | DURANGO | CO | 813021196 | Unrelated | PC | Family Stability | $5,000 |
| MANNA MEAL INC | |||||||
| 1105 QUARRIER ST | CHARLESTON | WV | 253012410 | Unrelated | PC | Family Stability | $5,000 |
| Mariner United Methodist Church | |||||||
| 7079 Mariner Blvd | Spring Hill | FL | 34609 | Unrelated | PC | Memorial donation | $51 |
| MARSHALL UNITED WAY | |||||||
| 614 Homer Road | MARSHALL | MI | 49068 | Unrelated | PC | Employee Match | $50 |
| MEDINA COUNTY AGRICULTURAL SOCIETY | |||||||
| 720 W SMITH RD | MEDINA | OH | 442562423 | Unrelated | PC | 4-H Support | $1,500 |
| Medina County Health Department | |||||||
| 4800 Ledgewood Drive | Medina | OH | 44256 | Unrelated | PC | Safety | $1,000 |
| Medina County Police Activities League | |||||||
| 555 Independence Drive | Medina | OH | 44256 | Unrelated | PC | Memorial donation, Fundraiser, General Donation | $10,074 |
| MEDINA COUNTY SENIOR & ADULT FOUNDATION | |||||||
| 246 NORTHLAND DR STE G20 | MEDINA | OH | 442563440 | Unrelated | PC | Fundraiser, Diversity, equity and inclusion | $5,000 |
| MEDINA HOSPITAL FOUNDATION | |||||||
| 1000 E WASHINGTON ST | MEDINA | OH | 442562170 | Unrelated | PC | Other, General Donation | $7,500 |
| MERCY MISSION HOUSE | |||||||
| 950 Childrens Home Rd | Sidney | OH | 45365 | Unrelated | PC | Family Stability | $6,500 |
| MESOTHELIOMA APPLIED RESEARCH FOUNDATION INC | |||||||
| 1615 L Street NW Suite 430 | WASHINGTON | DC | 20036 | Unrelated | PC | Memorial donation | $76 |
| Miami Valley Council Boy Scouts of America | |||||||
| 7285 POE AVE | DAYTON | OH | 454142560 | Unrelated | PC | General Donation | $250 |
| Mid-Ohio Foodbank | |||||||
| 3960 Brookham Drive | Grove City | OH | 43123 | Unrelated | PC | Employee Match, Family Stability | $7,498 |
| Mississippi State University | |||||||
| PO Box 5227 | Mississippi State | MS | 39762 | Unrelated | PC | Scholarship | $1,500 |
| MoMM Foundation | |||||||
| 986 ARCADIA BLVD | WESTERVILLE | OH | 430827086 | Unrelated | PC | Family Stability | $6,500 |
| MOUNTAINEER FOOD BANK INC | |||||||
| 484 ENTERPRISE DR | GASSAWAY | WV | 266247888 | Unrelated | PC | Family Stability | $25 |
| Muscular Dystrophy Association | |||||||
| 161 N Clark Street Suite 3550 | Chicago | IL | 60603 | Unrelated | PC | Memorial donation | $53 |
| NATIONAL DIVERSITY COUNCIL | |||||||
| PO BOX 590258 | HOUSTON | TX | 772590258 | Unrelated | PC | Diversity, equity and inclusion | $10,500 |
| NATIONAL PANCREATIC CANCER FOUNDATION | |||||||
| PO BOX 1848 | LONGMONT | CO | 805021848 | Unrelated | PC | Memorial donation | $50 |
| NATURAL LANDS TRUST INCORPORATED | |||||||
| 1031 PALMERS MILL RD | MEDIA | PA | 190631006 | Unrelated | PC | Memorial donation | $76 |
| Neighborhood Properties Inc | |||||||
| 2753 W CENTRAL AVE | TOLEDO | OH | 436063439 | Unrelated | PC | Family Stability | $6,500 |
| NEW BEGINNINGS CROSSROADS FELLOWSHIP | |||||||
| 9911 Avon Lake Rd Suite 455 | Burbank | OH | 44214 | Unrelated | PC | Dollars for Doers | $500 |
| NEW HEIGHTS CHRISTIAN COMMUNITY DEVELOPMENT ASSOCI | |||||||
| 2627 NILES AVE | ST JOSEPH | MI | 490851925 | Unrelated | PC | Family Stability | $5,000 |
| New Life Furniture Inc | |||||||
| 11335 REED HARTMAN HIGHWAY SUITE 13 | CINCINNATI | OH | 452412463 | Unrelated | PC | Family Stability | $6,500 |
| North Central West Virginia Coalition for the Home | |||||||
| PO Box 2022 | Clarksburg | WV | 26301 | Unrelated | PC | Family Stability | $6,500 |
| North Star of Chester County | |||||||
| 330 W MARKET ST | West Chester | PA | 19382 | Unrelated | PC | Family Stability | $6,500 |
| Northeast Ohio Chapter of the Risk and Insurance M | |||||||
| c/o Melissa Sui Treasurer | Pepper Pike | OH | 44124 | Unrelated | PC | Industry Support | $500 |
| NORTHERN VIRGINIA URBAN LEAGUE INC | |||||||
| 1315 DUKE STREET | ALEXANDRIA | VA | 223143508 | Unrelated | PC | Support of Minority-owned Businesses | $75 |
| OHIO MINORITY SUPPLIER DEVELOPMENT COUNCIL | |||||||
| 6956 E Broad St 310 | COLUMBUS | OH | 43213 | Unrelated | PC | Diversity, equity and inclusion | $2,500 |
| Ohio Northern University | |||||||
| Financial Aid Office 525 S Main St | Ada | OH | 45810 | Unrelated | PC | Scholarship | $1,500 |
| OHIO TRI COUNTY FOOD ALLIANCE | |||||||
| 20 N Murray | SPRINGFIELD | OH | 45503 | Unrelated | PC | Family Stability | $25 |
| Ohio University | |||||||
| Office of Student Financial Aid and | Athens | OH | 45701 | Unrelated | PC | Scholarship | $1,500 |
| Ohio Western Reserve National Cemetery | |||||||
| 10175 Rawiga Road | Seville | OH | 44273 | Unrelated | PC | General Donation | $2,300 |
| One Generation Away | |||||||
| 320 Premier Ct S Suite 218 | Franklin | TN | 37067 | Unrelated | PC | Family Stability | $5,000 |
| OneEighty | |||||||
| 104 SPINK ST | WOOSTER | OH | 446913652 | Unrelated | PC | Family Stability | $5,000 |
| Osceola County Council on Aging Inc | |||||||
| 700 Generation Point | Kissimmee | FL | 34744 | Unrelated | PC | Family Stability | $5,000 |
| OTTERBEIN UNIVERSITY | |||||||
| Attn Business Office | WESTERVILLE | OH | 43081 | Unrelated | PC | Scholarship | $1,500 |
| Our Home Inc | |||||||
| 117 W FAYETTE ST | Celina | OH | 458222107 | Unrelated | PC | Family Stability | $5,000 |
| Outsupport Inc | |||||||
| PO Box 1728 | Medina | OH | 44258 | Unrelated | PC | Diversity, equity and inclusion | $500 |
| Parkersburg & Wood County Public Library | |||||||
| 3100 Emerson Ave | Parkersburg | WV | 26104 | Unrelated | PC | Family Stability | $5,000 |
| Passages Connecting Fathers and Sons Inc | |||||||
| 4600 Carnegie Avenue | Cleveland | OH | 44103 | Unrelated | PC | Family Stability, Diversity, equity and inclusion | $34,500 |
| PELOTONIA | |||||||
| 450 W BROAD ST | COLUMBUS | OH | 432152760 | Unrelated | PC | Fundraiser | $7,500 |
| PGA TOUR INC | |||||||
| 100 PGA TOUR BLVD | PONTE VEDRA | FL | 320823046 | Unrelated | PC | Other | $215,000 |
| Philanthropy Ohio | |||||||
| 500 South Front Street Suite 900 | Columbus | OH | 432157628 | Unrelated | PC | Other | $8,400 |
| Phoenix Community ToolBank Inc | |||||||
| 3531 East Corona Ave | Phoenix | AZ | 85040 | Unrelated | PC | Disaster Recovery | $8,500 |
| Pickaway County Community Action Organization | |||||||
| 469 E OHIO ST | CIRCLEVILLE | OH | 431132034 | Unrelated | PC | Family Stability | $6,500 |
| Pinky Swear Foundation | |||||||
| 5555 W 78TH ST STE E | EDINA | MN | 554392702 | Unrelated | PC | Family Stability | $6,500 |
| Playhouse Square Foundation | |||||||
| 1501 Euclid Avenue Suite 200 | Cleveland | OH | 44115 | Unrelated | PC | Fundraiser | $19,000 |
| Pleasant Township Volunteer Fire Department | |||||||
| 327 Railway Ave PO BOX 126 | Holgate | OH | 43527 | Unrelated | PC | Safety | $3,500 |
| Prepared to Thrive | |||||||
| 1376 MARK DR | WEST CHESTER | PA | 193806214 | Unrelated | PC | Family Stability | $6,500 |
| PRIDE Community Services Inc | |||||||
| PO BOX 1346 | LOGAN | WV | 256011346 | Unrelated | PC | Family Stability | $5,000 |
| PROJECT GETTYSBURG-LEON INC | |||||||
| 300 N WASHINGTON ST BOX 2456 | GETTYSBURG | PA | 173251400 | Unrelated | PC | Diversity, equity and inclusion | $500 |
| Promedica Foundation | |||||||
| 444 N Summit St | Toledo | OH | 43604 | Unrelated | PC | Fundraiser | $1,750 |
| Purdue University | |||||||
| Outside Awards | West Lafayette | IN | 479072040 | Unrelated | PC | Scholarship | $1,500 |
| QUAD COUNTY URBAN LEAGUE INC | |||||||
| 1685 N FARNSWORTH AVE | AURORA | IL | 605051509 | Unrelated | PC | Support of Minority-owned Businesses | $30 |
| Resilience Force | |||||||
| PO Box 52046 | New Orleans | LA | 70152 | Unrelated | PC | Disaster Recovery | $100,000 |
| RISE AGAINST HUNGER | |||||||
| 4801 GLENWOOD AVE STE 200 | RALEIGH | NC | 276123857 | Unrelated | PC | General Donation | $4,000 |
| RIVER BEND FOOD BANK | |||||||
| 4010 KIMMEL DR | DAVENPORT | IA | 528022404 | Unrelated | PC | Family Stability | $25 |
| RT Industries Inc | |||||||
| 110 FOSS WAY | TROY | OH | 453731430 | Unrelated | PC | Family Stability | $5,000 |
| S O MEDINA COUNTY SPORTS BOOSTER | |||||||
| 4691 WINDFALL RD | MEDINA | OH | 442568705 | Unrelated | PC | Diversity, equity and inclusion | $5,000 |
| Saints Peter & Paul Catholic Church | |||||||
| 161 W Clinton Street | Doylestown | OH | 44230 | Unrelated | PC | Memorial donation | $50 |
| Search and Rescue Control | |||||||
| PO Box 20000 | Grand Junction | CO | 81502 | Unrelated | PC | Safety | $3,500 |
| SECOND HARVEST FOOD BANK OF EAST TENNESSEE | |||||||
| 136 HARVEST LN | MARYVILLE | TN | 378013930 | Unrelated | PC | Employee Match | $130 |
| SECOND HARVEST FOOD BANK OF METROLINA INC | |||||||
| 500 SPRATT ST STE B | CHARLOTTE | NC | 282063235 | Unrelated | PC | Employee Match | $130 |
| Second Harvest Food Bank of Middle Tennessee | |||||||
| Martin Distribution Center 331 Grea | Nashville | TN | 37228 | Unrelated | PC | Employee Match | $390 |
| Second Harvest Food Bank of North Central Ohio | |||||||
| 5510 Baumhart Rd | Lorain | OH | 44053 | Unrelated | PC | Employee Match, Family Stability | $1,325 |
| Second Harvest Food Bank of Northwest NC | |||||||
| 3655 REED ST | WINSTON SALEM | NC | 271075428 | Unrelated | PC | Family Stability | $25 |
| SECOND HARVEST FOOD BANK OF NORTHWEST PENNSYLVANIA | |||||||
| 1507 GRIMM DR | ERIE | PA | 165011580 | Unrelated | PC | Employee Match, Family Stability | $77 |
| Second Harvest Foodbank of Southern Wisconsin | |||||||
| 2802 Dairy Drive | Madison | WI | 53718 | Unrelated | PC | Family Stability | $25 |
| Second Harvest Heartland | |||||||
| 7101 Winnetka Avenue N | Brooklyn Park | MN | 55428 | Unrelated | PC | Employee Match, Family Stability | $349 |
| SECOND HARVEST OF SOUTH GEORGIA INC | |||||||
| 1411 HARBIN CIR | VALDOSTA | GA | 316016535 | Unrelated | PC | Family Stability | $25 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH ST STE 3 | CLEVELAND | OH | 441091689 | Unrelated | PC | Fundraiser | $1,846 |
| Shared Harvest Foodbank | |||||||
| 5901 Dixie Highway | Fairfield | OH | 45014 | Unrelated | PC | Family Stability | $25 |
| Shelby County CASAGAL Program Inc | |||||||
| PO BOX 4187 | SIDNEY | OH | 453654187 | Unrelated | PC | Family Stability | $5,000 |
| SHENANGO VALLEY URBAN LEAGUE | |||||||
| 601 INDIANA AVE | FARRELL | PA | 161211759 | Unrelated | PC | Employee Match | $52 |
| Simon House | |||||||
| 231 E Main Street | FRANKFORT | KY | 40601 | Unrelated | PC | Family Stability | $6,500 |
| SISTER CIRCLE MEDINA INC | |||||||
| PO BOX 1072 | MEDINA | OH | 442581072 | Unrelated | PC | Diversity, equity and inclusion | $2,000 |
| Smart Development | |||||||
| 3538 W 140th Street | Cleveland | OH | 44111 | Unrelated | PC | Disaster Recovery | $100,000 |
| SOUTH MICHIGAN FOOD BANK | |||||||
| 5451 Wayne Rd | BATTLE CREEK | MI | 49037 | Unrelated | PC | Family Stability | $25 |
| Spanish American Committee | |||||||
| 4407 Lorain Avenue | Cleveland | OH | 44113 | Unrelated | PC | Family Stability, General Donation | $115,000 |
| ST JOHN LUTHERAN SCHOOL | |||||||
| 301 S OAK ST | KENDALLVILLE | IN | 467551758 | Unrelated | PC | Memorial donation | $75 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 381053678 | Unrelated | PC | Memorial donation | $127 |
| ST MARYS FOOD BANK ALLIANCE | |||||||
| ATTN DEVELOPMENT 2831 N 31ST AVE | PHOENIX | AZ | 850091518 | Unrelated | PC | Employee Match, Family Stability | $545 |
| St Herman's FOCUS Cleveland | |||||||
| 4410 Franklin Blvd | Cleveland | OH | 44113 | Unrelated | PC | Family Stability | $5,000 |
| Student Clothing Bank | |||||||
| PO Box 94735 | Albuquerque | NM | 87199 | Unrelated | PC | Family Stability | $6,500 |
| SUMMA HEALTH | |||||||
| PO BOX 2090 | AKRON | OH | 443092090 | Unrelated | PC | General Donation, Fundraiser | $16,108 |
| SURETY FOUNDATION INCORPORATED | |||||||
| 1140 19TH ST NW STE 500 | WASHINGTON | DC | 200366617 | Unrelated | PC | Divinsity, equity and inclusi& | $5,000 |
| TEAM GLEASON FOUNDATION | |||||||
| PO BOX 24493 | NEW ORLEANS | LA | 701244045 | Unrelated | PC | Memorial donation | $51 |
| Team NEO Foundation | |||||||
| 1111 Superior Ave Suite 1600 | Cleveland | OH | 44114 | Unrelated | PC | Economic Development | $63,400 |
| TEMPLE UNIVERSITY | |||||||
| 1852 N 10TH ST TASB 08354 | PHILADELPHIA | PA | 191226023 | Unrelated | PC | General Donation | $250 |
| The ALS Association Northern Ohio Chapter | |||||||
| 6133 Rockside Road Suite 301 | Independence | OH | 44131 | Unrelated | PC | General Donation | $150 |
| The Arc of Chester County | |||||||
| 900 Lawrence Drive | West Chester | PA | 19335 | Unrelated | PC | Family Stability | $5,000 |
| The Brightside Project Inc | |||||||
| 483 E Pershing St | SALEM | OH | 444600314 | Unrelated | PC | Family Stability | $5,000 |
| The Fair Housing Center | |||||||
| 326 N Erie St | TOLEDO | OH | 43604 | Unrelated | PC | Fair Housing | $10,000 |
| THE FOODBANK INC | |||||||
| 56 ARMOR PL | DAYTON | OH | 454171187 | Unrelated | PC | Family Stability | $25 |
| The Fort Wayne Rescue Mission Ministries Inc | |||||||
| 404 E Washington Blvd | FORT WAYNE | IN | 46802 | Unrelated | PC | Family Stability | $6,500 |
| The Grace House in Athens | |||||||
| PO Box 6 | Athens | TN | 37371 | Unrelated | PC | Family Stability | $5,000 |
| The Hope School | |||||||
| 15 EAST HAZEL DELL LN | SPRINGFIELD | IL | 62712 | Unrelated | PC | Family Stability | $5,000 |
| The Luzerne Foundation | |||||||
| 9 N Main St Suite 3 | Pittston | PA | 18640 | Unrelated | PC | Family Stability | $5,000 |
| the Phe'be Foundation | |||||||
| 3401 Enterprise Parkway Suite 340 | Beachwood | OH | 44122 | Unrelated | PC | Family Stability | $50,000 |
| The Salvation Army A Georgia Corporation | |||||||
| 409 N Broadway | Knoxville | TN | 37917 | Unrelated | PC | Family Stability | $5,000 |
| The University of Akron | |||||||
| Department of Development InfoCisi | Akron | OH | 443252603 | Unrelated | PC | Board Support | $5,000 |
| The University of Iowa | |||||||
| UI Service Center University Billin | Iowa City | IA | 52242 | Unrelated | PC | Scholarship | $750 |
| Tioga County Housing Authority | |||||||
| 112 Dorsett Heights | Mansfield | PA | 16933 | Unrelated | PC | Family Stability | $8,500 |
| Toledo Northwestern Ohio Food Bank | |||||||
| 24 East Woodruff Ave | Toledo | OH | 43604 | Unrelated | PC | Employee Match | $260 |
| Towards Employment Inc | |||||||
| 3301 St Clair Ave | Cleveland | OH | 44114 | Unrelated | PC | Family Stability, Fundraiser | $48,400 |
| Transition to Community | |||||||
| PO Box 507 | Brownstown | PA | 17508 | Unrelated | PC | Family Stability | $6,500 |
| TRI-COUNTY URBAN LEAGUE INC | |||||||
| 317 S MACARTHUR HWY | PEORIA | IL | 616053875 | Unrelated | PC | Support of Minority-owned Businesses | $15 |
| TRUSTEES OF HAMILTON COLLEGE | |||||||
| THE OFFICE OF ADVANCEMENT 198 COLLE | CLINTON | NY | 13323 | Unrelated | PC | General Donation | $5,000 |
| Tuscarawas Arts Partnership | |||||||
| 124 E High Ave Suite A | New Philadelphia | OH | 44663 | Unrelated | PC | Divfasity, equity and inclusiLOC | $5,000 |
| Twelve Baskets Food Pantry | |||||||
| 10332 Portage Road | Portage | MI | 49002 | Unrelated | PC | Family Stability | $5,000 |
| Union Gospel Mission Assoc of St Paul | |||||||
| 376 Western Ave N | Saint Paul | MN | 55103 | Unrelated | PC | Family Stability | $8,500 |
| United Cerebral Palsy of Greater Cleveland | |||||||
| Iris S and Bert L Wolstein Center 1 | Cleveland | OH | 44106 | Unrelated | PC | Diversity, equity and inclusion | $10,000 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| ATTN Denise Scott 1805 7TH STREET | WASHINGTON | DC | 200013186 | Unrelated | PC | Diversity, equity and inclusion | $250 |
| United Way of Ashland County Ohio Inc | |||||||
| 132 W Main Street Lower Level | Ashland | OH | 44805 | Unrelated | PC | Employee Match | $260 |
| United Way of Central and Northeastern Connecticut | |||||||
| 30 Laurel Street | Hartford | CT | 06106 | Unrelated | PC | Employee Match | $1,274 |
| United Way of Central Ohio | |||||||
| PO BOX 951571 | Clevelend | OH | 44193 | Unrelated | PC | Employee Match | $1,300 |
| UNITED WAY OF ERIE COUNTY | |||||||
| 650 EAST AVE STE 200 | ERIE | PA | 165031535 | Unrelated | PC | Employee Match | $52 |
| United Way of Greater Cincinnati | |||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | Unrelated | PC | Employee Match | $1,000 |
| United Way of Greater Cleveland | |||||||
| Attn Donor Records 1331 Euclid Ave | Cleveland | OH | 44115 | Unrelated | PC | Employee Match, Diversity, equity and inclusion | $1,600 |
| United Way of Greater Lorain County Inc | |||||||
| 642 Broadway Ave | Lorain | OH | 44052 | Unrelated | PC | Employee Match | $130 |
| United Way of Greater Stark County Inc | |||||||
| 401 Market Avenue N Ste 300 | Canton | OH | 44702 | Unrelated | PC | Employee Match, Family Stability | $11,960 |
| United Way of Jasper County | |||||||
| 312 1ST AVE W | NEWTON | IA | 502083724 | Unrelated | PC | Family Stability | $6,500 |
| United Way of Lancaster County | |||||||
| 1910 Harrrington Dr Suite A | Lancaster | PA | 17601 | Unrelated | PC | Employee Match | $520 |
| UNITED WAY OF METROPOLITAN CHICAGO INC | |||||||
| 333 S WABASH AVE 30TH FL | CHICAGO | IL | 606044503 | Unrelated | PC | Employee Match | $130 |
| United Way of North Central Ohio | |||||||
| 125 EXECUTIVE DR STE 100 | MARION | OH | 433026302 | Unrelated | PC | Family Stability | $6,500 |
| United Way of Summit and Medina | |||||||
| 37 North High Street | Akron | OH | 44308 | Unrelated | PC | General Donation, Fundraiser, Family Stability, Employee Match | $97,655 |
| United Way of Sumner County | |||||||
| 1531 Hunt Club Boulevard Suite 110 | Gallatin | TN | 37066 | Unrelated | PC | Employee Match | $390 |
| United Way of Union County Inc | |||||||
| 648 Clymer Road Suite 120 | Marysville | OH | 43040 | Unrelated | PC | Employee Match | $130 |
| United Way of Wayne and Holmes Counties Inc | |||||||
| 215 South Walnut Street | Wooster | OH | 44691 | Unrelated | PC | Employee Match | $2,500 |
| United Way of York County | |||||||
| 140 East Market St | York | PA | 17401 | Unrelated | PC | Employee Match | $780 |
| University of Kentucky | |||||||
| Student Financial Aid Office | Lexington | KY | 405060054 | Unrelated | PC | Scholarship | $1,500 |
| University of Wisconsin-Madison | |||||||
| Third Party Billing | Madison | WI | 537151383 | Unrelated | PC | Scholarship | $1,500 |
| Urban League of Detroit & Southeastern Michigan | |||||||
| 208 MACK AVE | DETROIT | MI | 482012418 | Unrelated | PC | Support of Minority-owned Businesses | $45 |
| URBAN LEAGUE OF GREATER CLEVELAND | |||||||
| 2930 PROSPECT AVE | CLEVELAND | OH | 441152608 | Unrelated | PC | Employee Match, Support of Minority-owned Businesses | $102,175 |
| URBAN LEAGUE OF GREATER PITTSBURGH | |||||||
| 332 5TH AVE FL 4 The Warner Center | PITTSBURGH | PA | 152222411 | Unrelated | PC | Support of Minority-owned Businesses | $45 |
| URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO | |||||||
| 3458 READING RD | CINCINNATI | OH | 452293128 | Unrelated | PC | Support of Minority-owned Businesses | $30 |
| URBAN LEAGUE OF MIDDLE TENNESSEE | |||||||
| 50 Vantage Way Suite 201 | NASHVILLE | TN | 37228 | Unrelated | PC | Employee Match, Support of Minority-owned Businesses | $670 |
| URBAN LEAGUE OF PHILADELPHIA | |||||||
| 121 S BROAD ST FL 6 | PHILADELPHIA | PA | 191074538 | Unrelated | PC | Employee Match, Support of Minority-owned Businesses | $1,180 |
| URBAN LEAGUE OF THE UPSTATE | |||||||
| 15 REGENCY HILL DR | GREENVILLE | SC | 296071230 | Unrelated | PC | Support of Minority-owned Businesses | $15 |
| URBAN LEAGUE TWIN CITIES | |||||||
| 2100 PLYMOUTH AVE N | MINNEAPOLIS | MN | 554113675 | Unrelated | PC | Support of Minority-owned Businesses | $60 |
| Urban Peak | |||||||
| 2100 STOUT ST | DENVER | CO | 802052827 | Unrelated | PC | Family Stability | $8,500 |
| VAN WERT CIVIC THEATRE INC | |||||||
| PO BOX 823 | VAN WERT | OH | 458910823 | Unrelated | PC | Memorial donation | $50 |
| Village of Westfield Center | |||||||
| 6701 Greenwich Road PO Box 750 | Westfield Center | OH | 44251 | Unrelated | PC | General Donation | $3,000 |
| Visit Wabash County | |||||||
| 221 S MIAMI ST | WABASH | IN | 469923131 | Unrelated | PC | Disaster Recovery for Small Businesses | $5,000 |
| Wapakoneta Family Young Men's Christian Associatio | |||||||
| 1100 DEFIANCE ST | WAPAKONETA | OH | 458951022 | Unrelated | PC | Family Stability | $5,000 |
| WATCHTOWER BIBLE AND TRACT SOCIETY OF NEW YORK INC | |||||||
| 900 RED MILLS RD | WALLKILL | NY | 125895200 | Unrelated | PC | Memorial donation | $50 |
| Water Street Mission | |||||||
| 210 S PRINCE ST | LANCASTER | PA | 176035314 | Unrelated | PC | Family Stability | $5,000 |
| WAYNE COUNTY COMMUNITY FOUNDATION | |||||||
| 517 N MARKET ST | WOOSTER | OH | 446913405 | Unrelated | PC | Memorial donation | $51 |
| Wayne County Fire and Rescue Assoc | |||||||
| 2311 South Millborne Road | Apple Creek | OH | 44606 | Unrelated | PC | Safety | $5,000 |
| WAYNE STATE UNIVERSITY | |||||||
| Office of the Bursar Welcome Center | DETROIT | MI | 48202 | Unrelated | PC | Scholarship | $3,000 |
| Webster City Daycare Center | |||||||
| 1317 Beach Street | Webster City | IA | 50595 | Unrelated | PC | Family Stability | $5,000 |
| WEST OHIO FOOD BANK | |||||||
| PO Box 1566 | LIMA | OH | 45802 | Unrelated | PC | Family Stability | $25 |
| West Virginia Women Work Inc | |||||||
| 201 NEW JERSEY AVE | MORGANTOWN | WV | 265014324 | Unrelated | PC | Family Stability | $5,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| 10825 EAST BLVD | CLEVELAND | OH | 441061703 | Unrelated | PC | General Donation | $3,750 |
| Westfield Employee Financial Hardship Fund | |||||||
| One Park Circle | Westfield Center | OH | 44251 | Unrelated | PC | COVID-19 Hardship grant | $650 |
| Westfield OFIC Police Department | |||||||
| 1 Park Circle PO Box 5001 | Westfield Center | OH | 442515001 | Unrelated | PC | Safety | $4,000 |
| Westside Community Center | |||||||
| 430 Hannum Ave | West Chester | PA | 19380 | Unrelated | PC | Family Stability | $6,500 |
| WILDLAND FIREFIGHTER FOUNDATION | |||||||
| 2393 W AIRPORT WAY | BOISE | ID | 83705 | Unrelated | PC | General Donation | $5,000 |
| Willis Dady Emergency Shelter Inc | |||||||
| 1247 4TH AVE SE | CEDAR RAPIDS | IA | 524034020 | Unrelated | PC | Family Stability | $8,500 |
| Winchester Rescue Mission Inc | |||||||
| 435 N CAMERON ST | WINCHESTER | VA | 226014845 | Unrelated | PC | Family Stability | $6,500 |
| WOOSAA WELLNESS INC | |||||||
| 216 E 6TH ST FLOOR 3B | NEW YORK | NY | 10003 | Unrelated | PC | General Donation | $5,000 |
| YMCA of Central New Mexico | |||||||
| 4901 INDIAN SCHOOL RD NE | ALBUQUERQUE | NM | 871103924 | Unrelated | PC | Family Stability | $5,000 |
| Youth Opportunities Unlimited (YOU) | |||||||
| The Halle Building | Cleveland | OH | 44115 | Unrelated | PC | General Donation, Family Stability | $80,240 |
| YWCA Carlisle & Cumberland County | |||||||
| 301 G St | Carlisle | PA | 17013 | Unrelated | PC | Safety | $3,500 |
| YWCA Greater Cleveland | |||||||
| 4019 Prospect Ave | Cleveland | OH | 44103 | Unrelated | PC | Diversity, equity and inclusion | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,165,277 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $677,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,778,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,455,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,455,738 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1 ETF | $718,956 | $718,956 |
| ISHARES - MSCI EAFE IDX FD | $2,204,978 | $2,204,978 |
| ISHARES - RUSSELL MIDCAP VALUE | $3,614,426 | $3,614,426 |
| ISHARES - RUSSLE MIDCAP GROWTH | $1,963,263 | $1,963,263 |
| ISHARES - RUSSELL 1000 VALUE | $4,205,406 | $4,205,406 |
| ISHARES - RUSSELL 1000 GROWTH | $2,152,255 | $2,152,255 |
| ISHARES - S&P SMALLCAP 600 VAL | $3,604,006 | $3,604,006 |
| ISHARES - S&P SMALLCAP 600 GRO | $1,969,468 | $1,969,468 |
| VANGUARD - EMERGING MKT ETF | $1,496,988 | $1,496,988 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,262,212 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,262,212 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GP PARTNERS SMF III, LP | FMV | $4,546,526 | $4,546,526 |
| PACIFIC PVT EQTY OPP FD II, LP | FMV | $2,921,281 | $2,921,281 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | CategoryTxt |
| Legal Fees | $2,778 | LegalFeesAmt |
| Net Investment Income | $2,778 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME - COMMON | Desc |
| BOY Book Value | $6,488 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $6,126,850 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,228 | $0 | $0 | $1,228 |
| BANK FEES | $630 | $630 | $0 | $0 |
| REGULATORY FEES | $200 | $0 | $0 | $200 |
| OFFICE EXPENSE | $515 | $0 | $0 | $515 |
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 | $25,463 | $0 |
| GoldPoint Ptrs Select Mgr Fund III AIV | $0 | $52 | $0 |
| Pacific Private Equity Opps Fund II | $0 | -$10,038 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OHIO FARMERS | Desc |
| BOY Book Value | $45,594 | BOYBookValueAmt |
| EOY Book Value | $51,097 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $128,432 | Amt |
| Net Investment Income | $128,432 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $24,727 | $0 | $0 | $24,727 |
| FEDERAL TAXES | $100,793 | $0 | $0 |